Financial Aid

Reference

• Using the DoE integration
• Awards
• Aid Applications
• Reporting: Academic Progress, 1098-T, and Canadian tax forms
• Processing student financial aid applications
• Packaging/Offering Financial Aid

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Getting started in Financial Aid

• Step one: start working on general financial aid settings
• Step two: set up financial aid application components
• Step three: set up financial aid award types
• Step four: set up aid classifications
• Step five: set up aid year schedules
• Step six: enter DoE settings (optional)

FAQs & How-to's

• How do I zero-out a COD award with a lot of errors?
• Linking an undergraduate PLUS Loan to the correct borrower
• Fixing an incorrect origination fee
• Using SAIG to download ISIRs
• How to apply posted aid/payments/credits to invoices covered by pending aid
• Refunding financial aid to the aid source

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