5. Prep
• Does C2K and Broadleaf match legal name (social security
card)?
• Have they already completed a FAFSA?
• NSLDS (National Student Loan Data System)
• COD (Common Origination and Disbursement)
• Selective Service
6. Prep
• Let’s take a look at each of the 5 items and why it is important
to review these before you greet the student.
7. Prep – Admission’s Docs
• Does C2K and Broadleaf have the student’s legal name?
• What do we use for the legal name?
• Driver’s License
Or
• Social Security Card
• The Social Security Card
8. Prep – FAFSA on File
(FreeApplication for Federal StudentAid)
• Is there a FAFSA on File?
• Go to www.fafsa.ed.gov and click on start here:
9. Prep – FAFSA on File
Enter the student’s information to see if they have an application
on file.
10. Prep – FAFSA on File
If there is a FAFSA on File the following message will show up:
If they have not completed a FAFSA, the following message will
appear:
11. Prep – FAFSA
• Why does it matter if they have done a FAFSA or not?
• Will your overview be slightly different for a student who has
done a FAFSA vs a student who has not?
•YES
12. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• The student will need to log in
13. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• Click on Make FAFSA Corrections
14. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• Enter their pin and a password, the password can be
anything.
15. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• On the introduction page they just need to click Next
16. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• The next page will be their demographic information.
This should all be correct and they just need to click next
at the bottom.
17. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• Next page is their High School information. Again if it is
correct, they just click Next.
18. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• The next page is where they need to click on add a
school.
19. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• The next page is where they need to click on add a
school.
20. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• Add our school code and hit search.
21. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• Click on the box next to our name and click add.
22. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• You will now see our name under the selected schools
list and then you can click next.
23. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• They will need to choose their housing plans and then
click next.
24. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• The dependency determination questions will come up.
Everything should be the same, so they can just click
next at the bottom.
25. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• The student’s financial information will come up next.
Again if everything is accurate, they just click next at the
bottom.
26. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• The next page will be a summary of changes made.
Again they click Next.
27. Prep - FAFSA
• If the student has completed a FAFSA we need to help
them add our school code.
• Lastly they need to enter their pin, click on Agree and click submit.
Until they do this, the changes will not be processed.
28. Prep - FAFSA
• If the student has not completed a FAFSA we need to
slow down and explain what a FAFSA is.
• Remember it is good customer service to customize your
overview to your student’s specific situation.
• So we definitely need to check to see if they did their
FAFSA before we start their overview.
29. Prep – NSLDS
• What are we looking for in NSLDS?
• Pell Overpayments
• An overpayment occurs when a student receives more aid than
he/she was eligible to receive.
• This can occur when they received full time pell but did not
attend full time classes
• The student would need to call the school to resolve. They
may need to pay back the overpayment.
• In order to receive financial aid they will need to resolve this
overpayment issue
30. Prep – NSLDS
• What a Pell Overpayment would look like in NSLDS.
31. Prep – NSLDS
• What are we looking for in NSLDS?
• Status of Previous Loans
• NSLDS Loan Status Codes
• (insert 14-15 Status Codes)
32. Prep – NSLDS
• Every loan in NSLDS will have a status code. Some
codes will not allow students to receive financial aid
until they are fixed.
33. Prep – NSLDS
• What are we looking for in NSLDS?
• Default – One of those codes that prevents students from
getting anymore financial aid is DF – Default, Unresolved.
• There will be a warning at the top of the page.
34. Prep – NSLDS
• What if a student has a default code?
• How should we handle?
• Talk to the student to see if they are aware
• Maybe they have a clearance letter, NSLDS isn’t updated
yet
• If they are in default work with them on their options
• Loan Repayment – Pay the defaulted loan in full
• Loan Rehabilitation – Make consecutive payments, the
number is determined by the loan servicer, to put them in good
grace again
• Loan Consolidation – A process that will combine all of their
loans into one loan.
35. Prep - COD
• Why would we look at both COD and NSLDS? Don’t
they give us the same information?
36. Prep - COD
• No – COD tends to be more accurate and current.
• What should we be looking for in COD?
37. Prep - COD
• Pending disbursements at the other school.
• If another school has pending money, we cannot get that
money at our school. The disbursement must be
canceled at that school.
38. Prep - COD
• Overlapping Academic Years
• If a student has recently gone to another school and their
academic year overlaps into when the student will start
school with us, this can make them eligible for less money
with us.
• In the next course you will learn how to do this calculation,
but for now you need to know how to identify an overlapping
situation and take to a senior FAO to see if this is going to
be an issue for the student.
39. Prep - COD
• Overlapping Academic
Years – You will look to
see when the start and
end date is. If they are
starting with us any time
during that range, you
have an overlapping
situation.
40. Prep – Selective Service
• Check Selective Service on all male students.
• www.sss.gov
41. Prep – Selective Service
• Enter the student’s information:
• If they are not registered Sorry will be displayed:
42. Prep – Selective Service
• What if they are not registered?
• Do you go and advise admissions to cancel them?
•NO
43. Prep – Selective Service
•You will need to talk to the student
during the overview to find out why
they did not register and advise
them of the documentation that will
be needed.
46. Greeting
• Make eye contact
• Smile
• Welcome them to Keiser University
• Introduce yourself
• Re-assure them you are there to help them
• Make it specific to that student
• Talk to them about their major
• Reference anything the Admissions Counselor told you
about them
• Remember they are excited, they just made a major life
decision – keep that enthusiasm going
48. Purpose
• Once you greet the student you need to give them a brief
overview of what you will be doing with them today.
• Remember this is their first time going through this
process and they have no idea what is about to happen.
• How should we explain this in a short, concise sentence?
49. Purpose
• “What we are going to do today is start by going through
a few questions to determine if you are considered a
dependent or independent student for Financial Aid
purposes. We will also go over some items you will need
to complete before your Financial Aid appointment and
lastly we will set up a time for you to come back for that
appointment. When you come back we will go over
everything you are eligible for and come up with a plan
on how you will pay for your education. That
appointment will take about an hour and a half. We are
going to help you through all of this.”
50. Activity
• You will be greeting an imaginary student. I would like
you to say your greeting and explain the purpose of the
overview to that student.
