Financial Aid

Reporting

• Canadian Tax Forms (T2202, T11A, and T4A)
• The Academic Progress Report
• IRS 1098T

Reference

• Using the DoE integration
• Awards
• Aid Applications
• Processing student financial aid applications
• SAP Policies and Payment Periods
• 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

• Title IV Loan Origination Fees Change on October 1st
• 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

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