1. Working with Financial Aid
Presented by
Kathy Lucero, Director, Admissions & Records, Chaffey College
Victor DeVore, Student Services Analyst, San Diego Community College District

2. Everything we do can Affect a student’s financial aid
Transcript evaluations
Residency determination
Late Drops/Back Drops
Excused Withdrawals
Adding/dropping majors
AB 2248
Loss of priority/CCPG
Deceasing student records
Rebilling

3. Transcript evaluations
Timing is important
May result in overpayment
Prioritize bulk unit evaluations, at minimum

4. Residency determination
Non-resident students are not eligible for State financial aid
CCPG
Cal Grant
AB 540/Dreamers
State aid only
Not eligible for Federal aid
Notify Financial Aid Office of any changes in residency status
Reclassification
“Mistakes”

5. LATE DROPS & BACK DROPS Non attendance versus stopped attending
Last date of attendance
Late Drops = “W” or equivalent?
Back Drops
Did student sit in class or actively participate online
Is there an overpayment

6. Excused withdrawal A California Thing (Title V)
Not recognized by the Feds
Treated differently
A&R – Not counted as attempted units
Financial Aid – Units count as attempted, the same as W, FW, UW, etc. for SAP calculations

7. Adding/dropping majors
Students eligible to receive financial aid for only one qualified program at a time
Multi-college districts
Major must be offered at college of record
Make sure majors are coded correctly for reporting purposes
National Student Clearinghouse
NSLDS

8. AB 2248 EC
During orientation of a new student, a qualifying institution shall notify the student in writing:
Cal Grant limited to four academic years
Student must take 15 units per semester or the equivalent quarter units, or 30 semester units or equivalent quarter units per academic year, in order to graduate within four years.
During online registration by a student for fewer than 15 semester units or the equivalent quarter units, this information must be provided to the student with a box for the student to check acknowledging receipt of the provided information.

9. Loss of priority/ccpg
Recommended that petitions be combined into one process
Restoration of one equals restoration of the other
Exception – 100-unit cap

10. MISCELLANEOUS Rebilling Grade changes Deceased records Inmate students
Use consistent, student-friendly terminology
Petitions

11. QUESTIONS