1. BEREA COLLEGE

2.  A worksheet was created to fit the needs of Berea College and to include additional verification items added this year to be reviewed.  Additional groups were created in RRAAREQ for the increased line items. (Food Stamps and Child Support paid)

3.  Aid Administrator will do the following steps: ◦ Run BI Query (report writer) to pull selected students. ◦ Send out an email letter to selected continuing students with a link to the verification worksheet and any other required forms. ◦ Prepare a paper letter to go to selected new students coming in the Fall, this letter is sent along with a verification worksheet, additional forms, if applicable and a return envelope.  Work Study student will do the following steps: ◦ Update RRAAREQ that packets have been sent to selected students. ◦ Fold, seal and mail out to selected new students.

4.  Work Study student will do the following steps upon receipt of packet: ◦ Date stamp the verification packet, review it for completeness and enter into RRAAREQ the status of the application (typically ‘R’ for received). ◦ Complete a Berea College check list for each packet received. ◦ If application is complete it is moved onto the next step for processing. ◦ Incomplete? Work Study student will then follow up with email and/or letter and place packet in missing information file with copy of email/letter. ◦ RRAAREQ is updated to reflect status of application (returned, missing information, etc). ◦ Comment made in RHACOMM as to what is missing and action taken.

6.  Work Study student will do the following steps to begin processing: ◦ Create a PopSel using GLRSLCT to bundle complete applications. ◦ Enter complete applications in batches of no more than 10 into PopSel using GLAEXTR. Batch number is strictly our choice as we find it works best in smaller numbers. ◦ Print PopSel report, RORAPLT, and attach to bundle of applications. ◦ Move to next step in processing.

9.  FAFSA data will pre-populate in the Application column. If the family used the IRS Data Transfer tool the Tax column will be complete and should reduce the amount of line items for review. Go to RNANA13 under the information release tab to see student’s status and eligibility of IRS Data Retrieval tool.  Wages will not be transferred from IRS for each parent. Use the W-2’s for individual wages and tax deferred pension figures found in box 12a-d.  If IRS Data Transfer tool was not used, then the IRS Federal Tax transcript will be required and used to enter in data in tax column.

12.  Work Study student will do the following steps: ◦ RNAVR13: enter in student ID. If student is a dependent there are two screens, one for parent and one for student. ◦ Compare ‘application’ column to the ‘tax’ column for any discrepancies and make changes if necessary. Save  Number in household  Number in college  Food stamp recipient?  Child support paid?  AGI  US Income tax paid  Untaxed pension  Educational tax credit  IRA deductions  Tax exempt interest  Wages

13.  Work Study student will do the following: ◦ Run RVRVRFY (discrepancy report) to verify the names and updates made and attach to processed applications. ◦ Move to Aid Administrator’s bin to review and work additional line items.  Aid Administrator will do the following: ◦ Review discrepancy report and changes made by student and if correct will check ‘update box’ and ‘update application record’ in RNAVR13. ◦ Run discrepancy report after any further corrections and review changes before running correction report. ◦ Update RRAAREQ to processing status.

14.  Aid Administrator will do the following: ◦ Create and send correction file (CORR13IN.XXX) ◦ Spot check applications after corrections come back ◦ Update RRAAREQ to satisfied status (batch or individual) ◦ Complete Berea College check list ◦ Update verification status in ROAPELL to verified ◦ Place applications in NOLIJ imaging folder to be scanned into student file by Work Study student and then placed in file cabinet for one year.

15. Questions? Thank You! Theresa Lowder and Noreen Karcher