1. CitiBank Leadership Council January 12, 1999 “Using Aid (and the Aid Office) to Secure (and Retain) Enrollment” Dr. Keith Jepsen NYU Director, Financial Aid (www.nyu.edu/financial.aid) Adjunct Assoc. Professor of Higher Education Graduate School of Education course: “Financing Higher Education” (www.nyu.edu/classes/jepsen) NYUwww.nyu.edu/financial.aidwww.nyu.edu/classes/jepsen

2. Financial Aid at NYU Form -- the process Formula -- who gets what So What? -- discussion

3. Financial Aid in NewYork and at NYU “Form”--the process cIcu (www.nycolleges.org)www.nycolleges.org Department of Ed: FAFSA (www.fafsa.ed.gov)www.fafsa.ed.gov NYSHESC (www.hesc.com)www.hesc.com Project EASI (www.easi.ed.gov)www.easi.ed.gov New York Mentor (www.xap.com/xapWWW/DesignStudio/NewYork)www.xap.com/xapWWW/DesignStudio/NewYork Access America for Students (www.nyu.edu/financial.aid/access_america.html)www.nyu.edu/financial.aid/access_america.html NYU -- options, etc. (www.nyu.edu)www.nyu.edu

4. Financial Aid in NewYork and at NYU “Formula”--who gets what Federal methodology for Family Contribution (ifap.ed.gov/csb_html/efcform.htm)ifap.ed.gov/csb_html/efcform.htm TAP grant eligibility (www.hesc.com)www.hesc.com School packaging -- straight FM

5. So What? Very targeted matrix approach to packing. Much gapping --- (for lower-ranked students). Use private loans extensively --- including international. Student Services Center. “Customer Services” matters; CSRs seeing students, not paper. No forms--- FAFSA on the Web --- imaging coming 1 % verification--- don’t hassle customer --- people tell the truth

6. So What? More “distance learning” coming (“NYU On-line, Inc.”). “Point-and-click” customers (and staff) --- OFA web site (www.nyu.edu/financial.aid)www.nyu.edu/financial.aid --- Private OFA site (PPDs) (confidential!!)confidential!! ELM Clearinghouse “Intervention” Scholarships