1. Texas Application for State Financial Aid Texas A&M University

2. Topics for Discussion TASFA at Texas A&M Campus Collaborations
About Texas A&M
Staff
Timeline
Documentation
Needs Analysis
Professional Judgment
Awarding
Campus Collaborations
Education & Training
Awareness & Marketing Materials

3. About Texas A&M University
Fall 2011 College Station campus enrollment: 50,054
80% undergraduate
20% graduate/professional
8,271 freshman (25% first generation)
53.6% male 46.4% female
15% Hispanic 3.4% African American
Nearly 80% receive scholarships and/or financial aid

4. About Texas A&M University
Texas A&M disburses $513 million in financial aid annually
23% in Scholarships
13% in Grants
36% in Loans
19% in Student Employment
9% in Tuition Waivers

5. About Texas A&M University
Undergraduate Cost of Attendance
Based on 15 SCH

6. About Texas A&M University
Office of Scholarships & Financial Aid
62 full-time staff
30+ student assistants/graduate assistants
Scholarships Teams (3)
Focus on awarding, donors, and student development
Financial Aid Teams (4)
Focus on processing, service, advising, student employment, financial literacy, short-term loans, compliance, athletic aid, and veteran services

7. About Texas A&M University
Who processes the TASFA forms?
Team Service
5 full-time advisors,1 associate, 16 peer advisors- led by an Assistant Director
Intake and review forms and documentation submitted in-person
Team Processing
7 full-time advisors, 2 associates/assistants, 5 student assistants, led by and Assistant Director
Receive information submitted in-person, via mail/fax Review, assign tracking group, creates requirements, notates received requirements, image to enter into workflow

8. About Texas A&M University
Who processes the TASFA forms?
Team Advising
7 full-time advisors led by an Assistant Director
Evaluate application, request additional documentation, data enter information, calculate EFC, prepare for awarding, process professional judgment/counselor review form requests
* Awarding is automated

9. About Texas A&M University
TASFA Students Processed for
440 Dependent student applications received
31 Independent students applications received
355 Awarded (new and continuing)

10. Basic Timeline January February March
Application posted to financialaid.tamu.edu/forms
Students begin to submit TASFA and supporting documentation
Advisors review applications for completeness and contact students as needed
February
Begin entry into Banner, once new aid year is setup
March
TAMU priority deadline: March 1
Begin awarding mid-March

11. Procedure
Needs Analysis is completed within Banner using federal methodology
TASFA Worksheet
Documentation required:
TASFA Form
Selective Service (if applicable)
Student and Parent Tax Returns
Student and Parent W2s
Documentation of untaxed income

12. Procedure Missing documentation notification Portal (tracking)
Advisor contacts (telephone and )
3 contact attempts made within first two weeks of receipt
Missing information letters
Admissions staff monitoring/reports

13. Awarding Auto Package for 2011-12
Institutional grants are awarded to match TEXAS Grant as required.

14. Collaboration Office of Admissions International Student Services
Regional Prospective Student Center Staff
International Student Services
Office of the Registrar (Residency)

15. Education and Training
Annual review of policies and job aids
SFA New Advisor Training Program
SFA Staff Training
Annual updates for all staff (including remote staff)
Team training once new aid year is set up

16. Awareness & Marketing Email campaigns to new students
Top 10% admits
Non Top-10% admits
campaigns to continuing students
Top 10% Scholarship recipients
Non Top-10% Scholarship recipients
Prospective Student Center Staff
Scholarships & Financial Aid website
Scholarships & Financial Aid portal- directs students to correct application based on student residency type in Banner

17. Texas Application for State Financial Aid Texas A&M University