Reference Tools

• Entrance and Exit Counseling Presentation

This thorough entrance and exit counseling presentation is ready for you to use with your students. The presentation:

• Can be customized to fit your needs,
• Meets federal requirements and the additional recommendations, and
• Includes speaker notes for your reference.

Note: in addition to the presentation...

For complete entrance counseling compliance, provide potential borrowers with their student loan indebtedness or on the average indebtedness of Stafford and/or PLUS loan borrowers at your school.

For complete exit counseling compliance, add one more step to the entrance counseling requirements - have borrowers complete the Entrance/Exit Forms to collect current borrower information that schools are required to provide to the guaranty agency(s) listed in the student borrower's records then submit the information to the guarantor within 60 days.

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• What You Need To Know About Cohort Default Rates

What is a cohort default rate, and how is it determined? It’s not a simple formula to memorize, but it’s an integral part of the work in every financial aid office. Use this learning brief to help keep it all straight. Cohort Default Rate Learning Brief

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• Summer Terms

Explore this presentation for a thorough overview of managing combined summer terms, including financial aid packaging, disbursement, and withdrawal calculations. Summer Terms

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• Wrangling with the FAFSA

Every financial aid professional needs to understand the FAFSA in order to provide the best counseling to students. In this presentation, we offer tips for correctly answering those tricky questions in order to obtain the most accurate expected family contribution (EFC) calculations. Wrangling with the FAFSA

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• Learning Briefs

These Learning Briefs are short reference documents designed to provide financial aid professionals a brief explanation of a given financial aid topic and references for additional information. We encourage schools to print the Learning Briefs to use for internal staff training purposes.

Ability-to-benefit Students Academic Years Cash Management Citizenship and Residency Cohort Default Rates Combat Pay Conflicting Information Date of Determination Delivery of Loan Proceeds Disbursement Matrix Drug Related Offenses Estimated Financial Assistance Expected Family Contribution Federal Stafford Loans Graduate PLUS Loans Homeless and Unaccompanied Youth Independent Students Information Resources Late Disbursements Loan Counseling Loan Limits after 7-1-07 Loan Proration Loan Repayment Monitoring Transfer Students Notification and Authorization Parent PLUS Loans Post-withdrawal Disbursements Professional Judgment Return of Title IV Satisfactory Academic Progress Scheduling Disbursements Student Loan Eligibility Verification Withdrawal Date

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