Program Review Guide

Name of Institution:

OPE ID#:

STUDENT FILE WORKSHEET
Name Program of Study “M “F SSN Marital Status “ Mrd. “ Sgl. Household Size Program Length Academic Yr. Length EnrollmentDate Grad/Wthdl Date Award Yr. Reviewed Midpoint Date # In College Enrollment Status “F “¾ “½ “<½ “ Indep “ Dep “ Documentation “ FAT, If Required Previous School:

Grade Level

Hrs/Cred Earned

Adjusted Gross Income

Appendix F. Sample Student File Worksheet

Taxable Income

Non-Taxable

Student Eligibility:
Federal Pell Budget
Tuition/Fees Tuition Living Exp Fees Child Care Books/Supplies Handicapped Room/Board Total COA Personal Exp PGI/SAI Transportation PELL Grant Dependent Care “ Adjusted “ Documented Misc CB COA FC Verification “ Completed Need “ Adjusted Tolerance “ Required “ Documented

“ Citizen “ Perm Res Alien Reg #

“ HS Diploma “ GED “ ATB “ Approved ATB Test

Prev School (Cont'd): Prev School (Cont'd):

C-B/FFEL Budget/Combined Budget (93-94)

Scheduled Award
PELL FSEOG PERKINS FWS Stafford SLS PLUS Other Other Total Aid Unmet Need Overaward

Federal Perkins Loan “ Signed Note “ Signed Disclosure “ Signed Repayment

FWS

“ Signed Timesheets

“ Documented Stafford SLS PLUS

FFEL
COA EFA FC Need
Amount Requested Date Student Signed Date School Certified Loan Period

Default Data Rate: “ Required Default Steps Taken Stafford “ Entrance Counseling “ Exit Counseling “ Proration

FFEL

SLS

“ Entrance Counseling

“ Exit Counseling

“ Stdt Conf Rpt - OK

July 1, 1994

Page F-1

Program Review Guide

Name of Institution:

OPE ID#:

STUDENT DISBURSEMENT WORKSHEET
Name SSN Midpoint Last Date of Attendance

Scheduled Pmt. Periods

Actual Pmt. Periods

Sample Student File Worksheet (continued)

Pell
Date Chk/Ref# Amount Credited Date Chk/Ref# Amount Paid to Student

Award $:

FSEOG Award $:
Amount Credited Amount Paid to Student

Perkins
Date

Award $:

Chk/Ref Amount Amount Paid Credited to Student #

Total Disbursements:

Total Disbursements:

Total Disbursements:

FWS
Date Chk/Ref# Amount Credited

Award $:
Amount Paid to Student

Stafford Award $:
“ 1st Disbursement Delayed - 30 Days 1st Disb
Date School Rec'd

SLS/PLUS Award $:

“ 1st Disbursement Delayed - 30 Days 2nd Disb
Date School Rec'd

1st Disb
Date Check to Student Date School Endorsed Amount Credited Amount Paid to Date Refund to Lender Refund $ Date Check to Student Date School Endorsed Amount Credited Amount Paid to Date Refund to Lender Refund $

2nd Disb

Total Disbursements:

July 1, 1994

Page F-2

Program Review Guide

Other Aid Award $:

COMMENTS
Amount Credited Amount Paid to Student

Date

Chk/Ref#

Sample Student File Worksheet (continued)

Total Disbursements:

July 1, 1994

Page F-3