Appendix F.

Sample Student File Worksheet
Name of Institution: OPE ID#:

STUDENT FILE WORKSHEET
Name Program of Study
θM θF

SSN Program Length GPA

Award Yr. Reviewed Enrollment Date Academic Yr. Length Meets SAP Requirements?
θ GED

Midpoint Date Marital Status θ Mrd. θ Sgl.
θ

Enrollment Status θF θ¾ θ½ θ<½ Grad/Wthdl Date Attending Elig. Location
θ θ

Grade Hrs/Cred Level Earned θ Indep θ Dep PJ Dep. Override Doc? θ θ Elig. DOB Program / /

Student Eligibility:

θ

Citizen θ Perm Res

θ HS Diploma

NSLDS Matches: θ Overpayments Verification

Default θ Loan Limits Financial Aid History

Alien Reg # Budget Tuition Fees Books/Supplies Room/Board Personal Exp Transportation Dependent Care Misc. Total COA -FC__________________ = Financial Need

θ ATB θ Approved ATB Test

θ SSN θ Selective Serv.

Scheduled Award PELL FSEOG Federal Perkins FWS Sub Stafford Unsub Stafford Sub Direct Unsub Direct PLUS Other Other Other Total Aid

θ CPS θ Institutional θ QA θ Not Selected

H/H Size: # in college: Parent AGI: Student/Spouse AGI: Parent taxes: Student/Spouse taxes: Parent Untaxed: Student/Spouse Untaxed: EIC: Verification completed correctly? Y θ N θ If No, enter deficiencies: Conflicting Information resolved? θ PJ Used θ PJ Documented θ

Federal Perkins Loan θ Signed Note θ Counseling θ Signed Repayment

FWS
θ Signed Timesheets

Return of Title IV calculated? Title IV Returned as required? FFEL/Direct COA EFA FC Need
Amt, Certified/ Originated Date Certified/ Originated Disbursement Amount Loan Period

Unmet Need Overaward FFEL Direct PLUS

Default Data Rate:
θ Required

FFEL/Direct Loan Eligibility Information
θ Entrance Counseling θ Exit Counseling θ Proration θ SSCR - OK

Default Mgmt Plan

Name of Institution:

OPE ID#:

STUDENT DISBURSEMENT WORKSHEET
Name SSN Midpoint
Last Date of Attendance Scheduled Pmt. Periods

Actual Pmt. Periods

Pell

Award: $

FSEOG

Award: $

Perkins

Award: $

Date Chk/Ref# Amount Credited

Amount Paid to Student

Date

Chk/Ref#

Amount Amount Paid Credited to Student

Date

Chk/Ref#

Amount Credited

Amount Paid to Student

Total Disbursements:
FWS Award: $

Total Disbursements:
FFEL/ Direct Award: $

Total Disbursements:
PLUS Award: $

Date Chk/Ref# Amount Credited

Amount Paid to Student

θ 1st Disbursement Delayed - 30 Days (if required) 1st Disb Date received Date to Student Amount to Institution Credit Balance Created Amount to Student Date Refund made Refund Amount 2nd Disb

θ 1st Disbursement Delayed - 30 Days (if required) 1st Disb 2nd Disb Date received Date to Student Amount to Institution Credit Balance Created Amount to Student Date Refund made Refund Amount
r

Total Disbursements:

Other Aid

Award: $

COMMENTS

Date

Chk/Ref#

Amount Amount Paid Credited to Student

Total Disbursements:

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