1. FALL WVASFAA CONFERENCE
October 25th, 2017
Nadine A. Hamrick
Interim Director of Student Financial Assistance
Marshall University
BUILDING ON OUR MOMENTUM! WVASFAA FALL 2017 CONFERENCE

2. AGENDA Decision to Package without Verification being Complete
Decisions to Be Made
Changes to Tracking Documents
Memo vs Non-Memo of Aid
Estimated fund status vs Offered fund status
Other concerns
BUILDING ON OUR MOMENTUM! WVASFAA FALL 2017 CONFERENCE

3. Decision to Package Without Verification Being Completed
MU’s Experience
New Director’s Vision
Worked closely with the Bursars Office
Moved having lines and forcing Verification to be done on the spot by our office to being able to process Verification after school started

4. Changes in Tracking Documents/Requirements

5. Tracking Continued

6. Tracking or Posting of Documents

7. Memo VS Non-Memo of Aid Do you want aid to show on Bills
Do you want students registrations to be cancelled
for non-payment
What will be the fall-out of the above at your institution

8. MU’s Solution
Our Solution – We still hold anyone who is registered with no aid memoed or paid on the first day fees are due. Our office posts a “Faith Hold” to RPAAWRD and the Bursars Office runs a process which posts a hold to TSAAREV and then they will not be dropped unless we ask them to do so.

9. Estimated VS Offered Aid in Packaging
We do not use estimated status codes when packaging
However, for State Programs – our fund code description is Estimated West Virginia Grant and Estimated Promise Scholarship. Then we cancel those fund codes and post the actual fund code.

10. Exception Lists! Exception Lists! Exception Lists!
Other Concerns
When verification is completed – aid must be reviewed and adjusted once packaging begins.
Revised award notifications are sent to students and parents.
Exception Lists! Exception Lists! Exception Lists!

11. QUESTIONS