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Client Service Index Guide

Three Sum mers Program Transfer Students Scholarships Departmental Scholarships Outside Scholarships State Grants/Scholarships University Scholar Capitol Scholarship University Merit Scholarships University Merit Scholarships Continued

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Client Service Index Guide

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  1. Three Summers Program Transfer Students ScholarshipsDepartmental ScholarshipsOutside ScholarshipsState Grants/Scholarships University Scholar Capitol Scholarship University Merit Scholarships University Merit Scholarships Continued Student EmploymentFederal Work StudyStudent LaborFreshman Job Match Study AbroadFinancial Aid PackageAcademic ScholarshipsAdditional FundingDeferring the Fee billRefund Checks SummerSummer Application ProcessSummer Alternative Loan Verification Dependent StudentsIndependent StudentsAwarding – Freshman/Continuing Students Foreign Income Earnings Non-Filer Requesting Duplicate Tax forms Supplemental Information Veterans Veteran Benefits AppealsCOA IncreaseDay 10Dependency Appeal On-Time AppealSatisfactory Academic Progress Scholarship Probation/TerminationSpecial Circumstances BursarAnticipated DeferralsFee Bill Due DatesForm 1098-TLate FeesTitle IV WaiverUConn Payment Plan Option Bursar Continued - Direct Fees FAFSA ProcessPin IDFAFSA deadlinesFAFSA process ISIR Results Grad StudentsFAFSA DeadlinesGrad Enrollment FormAssistantships, Fellowships, Grad TWFederal Loan EligibilityFT/PT Status Grad Exam Waiver Graduate School Waiver Billing Social Work, Law, Medical/Dental GrantsUniversity Grant AidACG & Smart Grant Teach Grant Client Service Index Guide LoansAlternative Loans Loan Delivery SystemsNSLDS Federal Stafford Loans Entrance Counseling Master Prom Note Exit Counseling Parent PLUS loanParent PLUS DenialGrad PLUS loan Carl Perkins loanCDFLTPerkins Prom NoteLoan Consolidation MiscellaneousBachelor of General Studies Certificate Program Citizenship Status Consortium AgreementsCo-op StudentsStudents with Disabilities FERPA International StudentsMilitary Leave NERP Non-Degree StudentsResidency StatusSecond Degree Students Selective Service TCPCG Program

  2. Appeals Appeal to Increase Cost of Attendance To be completed by students who want to borrow additional loan funding. The student is already receiving some form of grant(s), scholarship(s), loan(s) and are already at their Cost of Attendance (COA). Student prints form (found on-line), completes and submits along with the appropriate supporting documentation. This type of appeal if approved increases LOAN Eligibility. Students are never offered additional grant money as a result of a COA appeal. Dependency Appeal Pursuant to the basic premise of student financial aid, parents and students have the primary responsibility to finance educational expenses. However, in cases of special or unusual circumstances contributing to an unintentional, uncontrollable break in the relationship between a student and his/her parents our office may re- evaluate a student’s dependency status. In order for us to evaluate the situation the student must submit a letter documenting their situation. Independent status is not determined by: Parent (s) unable or refusing to contribute to a student’s education. Student and parent not communicating or getting along. Or, student choosing to live on their own and financially supporting themselves. Once we receive the written request it will be reviewed by a committee and an email determining the outcome will be emailed to the student. If approved we will require additional documentation. Process for Student who has already been made Independent – Each Year Going Forward Student files FAFSA without parent data ( FAFSA will state Fed Reject Status) Student submits letter to the FA Office indicating the following: My family situation has not changed I should continue being considered an Independent student for the 12/13 school year. Day 10 Appeal If a student finalizes his/her enrollment after Day 10 their aid may be adjusted. A student may submit an appeal request in writing, indicate current credit load and state the compelling reason their enrolment was not finalized by the 10th day of class (Day 10). Students have 2 weeks after Day 10 email notification to submit an appeal. Funds will not release if FA Load and FA Term do not match. Regardless of reason student was not fully registered by Day 10 they MUST complete an appeal once enrolled FT to avoid aid from being adjusted. Check Communications on FA Status for Appeals, In, Out, Approved, Denied

  3. Appeals On-Time Appeal • Students who file their FAFSA after March 1, 2012 are considered LATE for the 12/13 school year. If a student wishes to • appeal they will need to complete the On-Time Appeal Form (found on our website) and submit it to our office for • consideration. Students will need to briefly write the extenuating circumstances that caused them to file late. All students • will be notified if their appeal is approved or denied within 7-10 business days. Filing taxes late is not considered a • compelling reason. • Students who should not submit an appeal as their aid will not change: • Student's awarded Unsub loan only • When EFC is equal or greater then their COA • NEW INCOMING FRESHMEN ARE AUTOMATICALLY CONSIDERED ON-TIME • On-Time Applicants are considered for all federal, state, university grants, work study and federal loans. • Late applicants are only considered for Pell grants and federal loans. Satisfactory Academic Progress (SAP) Applicants who fail to meet the SAP criteria have the right to submit an SAP Appeal and are set to Not Meet Status for one of the following reasons: • 1. Did not complete 75% of cumulative credit-hours attempted (for all periods of enrollment) 2. Did not meet academic requirements – see below 3. Student has exceeded number of credits needed for his/her degree program. Appeal Process for SAP Not Meet Status Students with special or unusual circumstances such as medical, death of family member or some equivalent type of circumstance may submit a written appeal with supporting documentation to the SAP Committee. If approved student will be placed on a Eligibility Plan (Elig Plan). Elig Plan students will be evaluated at the end of every semester for which they are enrolled, and will remain in this status until the student is • meeting the SAP requirements, they fail to meet the requirements associated with the Elig Plan, or the student • reaches the maximum time frame associated with their educational program. • Meet – means student is eligible to receive financial aid, no further action required. Academic Requirements - Graduate students must maintain a total grade point average of 3.0, Undergraduates must maintain 1.8 after 2 semesters and 2.0 after 4 semesters. Undergrads can attempt 180 credits to pursue a bachelor’s degree, graduates can attempt 200 credits before losing aid eligibility.

  4. Appeals Special Circumstances – If a family has a special circumstance we request they submit a letter in writing to our office explaining the circumstance. If approved by our office we will notify the student via email and send them the SC form and let them know of the additional documentation required. We currently consider the following special circumstances that result in reduced family income: • Change in family structure (death, divorce, legal separation) • Change in untaxed income (social security, child support) • Medical/dental expenses not covered by insurance • Loss of employment or reduction in hours on or before March 1, 2012 If a parent lost their job after March 1, 2012 or had a reduction in income please let them know that income change will be reflected on the 2012 tax return. As a result, the reduced income is reflected in the aid package for the following aid year. Our office would receive these changes on the 2013/2014 school year FAFSA results and package to the maximum eligibility and funding available at that time. Presidential, Leadership, & Academic Achievement Scholarships Scholarship Probation - student will continue to receive their scholarship but will be notified that they are on probation giving them one academic year to bring their GPA up or resolve their SAP standing. No Appeal is required when on Probation. If they fail to do this, their scholarship will be terminated the following year for any remaining semesters. Scholarship Termination - When a scholarship recipient is notified that their merit scholarship has been terminated (based on criteria outlined in their original award notification from the Admission’s Office) they can submit a written appeal requesting the scholarship be reinstated. The student should state the reason they did not meet the specified criteria and what action they are taking to assure future success. No Form Available For This Appeal

  5. Bursar Title IV Waiver Students who receive federal funding and or outside scholarships should go to their PeopleSoft Self Serve account and complete a one-time Student Waiver. They have three choices and should be Encouraged to pick the third choice. This enables the Bursar office to pay any type of outstanding balance current or past due with any available funds Third Choice: I wish to authorize use of both my Title IV financial aid funds and my outside scholarship to pay any and all charges. Anticipated Deferrals The Bursar Office uses a date that exceeds the actual expected disbursement of funds. They do this so that the deferment does not run out before the funds are actually credited to the students account. In order for funds to show as anticipated on the fee bill the student must have accepted the aid and completed all paperwork required. Payments are due: • Fall -August 1st • Spring - January 8th Form 1098-T – Form used by student or parent when filing taxes with IRS A Tuition Statement is available for downloading around the middle of January. If the student does not download the form by 1/31 the Bursar Office will mail the form to the student’s home address. The IRS Form 1098-T reports the amount billed to a student (Spring /Summer /Fall ) for qualified tuition and related expenses. Further information is available on the Bursar website www.bursar.uconn.edu 4 Month Semester UConn Payment Plan Offered by UConn Bursar office. Set up through Self Service. Enrollment is open until 10th day of class, however, any missed installments are due at time of enrollment. ($35 dollar fee charged per semester for using payment plan option) Installments are due on: July, Aug., Sept., Oct. 15th – Fall Dec., Jan., Feb., March 15th - Spring Late Fees If the fee bill is not paid by the designated due date the Bursar Office may impose the following late fees: Undergrads – one time $50 fee for the semester Grads - $6 per day – maximum of $60 for semester

  6. Bursar Continued - Direct Fees Full time Undergraduate Tuition & Fees for 12/13 In State Storrs - $8,712 & $2,530 = $11,242 Avery Point & Waterbury $8,712 & $636 = $9,348 Out-of-state Storrs- $26,544 & $2,530 = $29,074 Stamford $8,712 & $636 = $9,348 NERP - $15,240 & $2,530 = $17,770 Torrington $8,712 & $636 = $9,348 Cost Per Credit - $344 undergrad/ $568 Grad West Hartford $8,712 & $636 = $9,348 Common COA - In-State = $26,562 Out-of-State = $44,494 NERP = $33,190 Housing Fees 12/13 Rate 1 $3,048/$6,096 - Regular Double, Triple - Traditional Residence Hall, Quad - Four Person Room Rate 2 $3,253/$6,506 - Busby/Garrigus Suites Triples Rate 3 $3,625/$7,250 - Busby/Garrigus/South Suites Double , CT Commons, Husky Village, Mansfield Apartments Northwood Apartments (Single in 2 Bedroom/2 Person) – Graduate Students, Regular Single Shippee C Section Rate 4 $3,865/$7,730 - Busby/Garrigus/South Suites Single, Charter Oak/Hilltop Apartments, 2 Bedroom/4 Person Hilltop Apartments Double Efficiency Rate 5 $4,987/$9,974 - Charter Oak/Hilltop Apartments - 4 Bedroom/4 Person Family Housing - $ TBA per month Northwood Apartments Family Unit Meal Plans for 12/13 Ultimate $2,642/$5,284 35 flex passes 500 points Value $2,522/$5,044 40 flex passes 200 points Custom $ 2,392/$4,784 75 flex passes no points Commuter Plan - $243.00 for 25 meals Flex passes can be used for guest meals or can be used for value meals at Dining Services Grab and Go’s.

  7. FAFSA Process/StatusFree Application for Federal Student Aid PIN ID Process – Student and one parent (if dependent) each apply for Personal Identification Number (PIN) at www.pin.ed.gov. This enables the student and parent to sign, update, view and or correct the FAFSA at any time. PIN may be used by students and parents throughout aid process, including subsequent school years. FAFSA Process • Student/parent can complete the FAFSA at www.fafsa.ed.gov after January 1st but must complete before March 1st to be considered on-time at UConn. ON-TIME applicants are considered for all federal grants, state grants, university grants, federal work study and federal Stafford loans. • On the FAFSA, list the University of CT federal school code 001417. Do not wait for FINAL INCOME TAX FIGURES, the FAFSA must be received and logged by the federal processor by March 1st to be considered on-time at UConn. • Applications are considered LATE if the FAFSA is received and logged by the federal processor after March 1st. LATE applicants are only considered for federal Pell grants and federal Stafford loans. • Applicants should be encouraged to use the IRS Data Retrieval Button. The IRS Retrieval Button will automatically import income and tax information already within the IRS database directly into the FAFSA. This will allow the system to automatically waive student and or parent IRS transcript request if selected for verification. To view a student’s current ISIR (FAFSA) status look on the FA Status Page and check EFC Status: Official – means ready to be auto packaged Unofficial – with current date – not yet filed or loaded into our system Unofficial – check to see if student was selected for verification (Verification Flag will be set to Required) Fed Rej – To view reason click on ISIR Information - we cannot process until information is corrected. Advise student to website www.fafsa.ed.gov to make the necessary correction(s) or they can call 1-800-433-3243 for assistance.

  8. Grad Studentswww.grad.uconn.edu or 860-486-3617 Non-Matriculated - non-matriculatedGraduate students are packaged once we have a Grad Enrollment form. Once packaged we send a hard-copy award notification directly to their home. Non-matriculated students are not provided an email address until or unless they become matriculated. Therefore be sure to instruct these students to Self Service if you are able to see a package. Annually all Grad students must complete the Federal FAFSA form and on-line Grad Enrolment Form. All on-time (3/1) need based applicants are considered for: • $2000 Tuition Grant • Federal Work study • Federal Loans Late (after 3/1) applicants are only considered for: • Federal Loans Only (sub/unsub/PLUS) Enrolment Status - Full-time = 9 or more credits, ½ time = 5 - 8 credits Student can be considered Full-time if they are taking 3 credits and enrolled in designated research course 5950 or 6950 or taking 3 credits and enrolled in Graduate Research Course 5960, 6960, 5930 or 6930. Federal Loans – for 12/13 Maximum federal loan eligibility amounts per academic year: $20,500 unsubsidized– 6.8% Grad PLUS loan – 7.9% can borrow up to COA Grad students are required to complete Grad Entrance Counselling and a Grad MPN when they take out a Grad PLUS loan. Both process are different from the entrance counselling/MPN process completed for the undergraduate loans. Grad Aggregate loan limit $138,500 New for 12/13 - Effective for periods of enrollment (loan periods) beginning on or after July 1, 2012, graduate and professional students are no longer eligible to receive Federal Direct Subsidized Loans. Administered by the Grad School and/or Academic Department • Assistantships (teaching or research) • Fellowships • Graduate Tuition Waivers Can affect amount and type of aid offered by the Financial Aid Office

  9. Grad Students • GRE (Graduate Record Exam) Fee Reduction Certificate • Must be U.S. Citizen • Must be a Senior receiving Financial Aid through any undergraduate institution • FAFSA must indicate: • Dependent Status: a parental contribution of not more than $1,400 for senior year • Independent Status: a student contribution of not more than $1,800 for senior year • Must complete the GRE Record Exam Fee Reduction Certificate – Graduate School Application Fee Waiver request form found on our website • All waiver requests are then reviewed and can take 3- • 7 business days • Graduate School Application Fee Waiver • Must be a U.S. Citizen • Must be a current financial aid recipient • Must be a UConn Student applying to an institution other than UConn • Must complete the GRE Record Exam Fee Reduction Certificate – Graduate School Application Fee Waiver request form found on our website • All waiver requests are then reviewed and can take 3-7 business days Billing Grad students are emailed a fee bill as soon as they are registered for classes. Fee bills are due on the 1st day of classes: Fall – 1st Day of Class Spring – 1st Day of Class School of Social Work, Law, Medical/Dental Financial Aid Office Contact Information: Social Work - (860) 570-9125 http://www.ssw.uconn.edu/admission/financial-aid Law - (860) 570-5147 http://www.law.uconn.edu/content/student-finance-office Medical/Dental - (860) 679-3574 http://studentservices.uchc.edu/financial/index.html

  10. Grants Students who complete the federal FAFSA form on-time and have exceptional financial need are automatically considered for federal and University grants such as Pell Grants, (SEOG) Supplemental Educational Opportunity Grants, (TR) Tuition Remission Grants and University Grants. • Students who complete the federal FAFSA form on-time • and have exceptional financial need are automatically • considered for federal and University grants such as Pell • Grants, (SEOG) Supplemental Educational Opportunity • Grants, (TR) Tuition Remission Grants and University • Grants. Pell Grant – Student may receive more than one scheduled award in an academic year if they are enrolled in summer classes. Pell is awarded as an entitlement and is awarded to any student that has the need. The amount is based on need and number of credits the student is enrolled In. Teach Grant UCONN has determined we will participate in the program and have identified two Graduate level programs that we will offer the TEACH grant to, they are: The Integrated Bachelor’s/Master’s Teacher Education Program (IBM program) and Teacher Certification program for College Graduates (TCPCG) Students will be notified by the Department of Education of his/her potential eligibility. Students do not need to take further action. Grants do not require repayment.

  11. Alternative LoansAvailable to any student who needs to borrow money to pay for school. The loan process, criteria and terms are determined by each lender. Students are not required to complete a FAFSA form but should be encouraged to take full advantage of Federal Stafford loans before applying for a private credit loan. Alternative Loan Terms • Variable interest rate can be as high as 21% • May require credit worthy co-signer • Student is responsible for repayment and co-signer if applicable • May borrow up to COA • Borrower(s) must pass a comprehensive credit review process including credit scoring and proof of income requirements • Consolidation options slowly becoming available Alternative Loan Process • Student and Co-borrower (if applicable) initiate the loan process directly with lender • Lender runs credit check • Student and Co-signer if applicable complete and sign a MPN either electronically (preferred method) or hard copy • Lender then electronically transmits request for school certification through ELM • Student completes the Self-Certification form directly with lender before funds can be released. Private loan products vary and terms frequently depend on the credit worthiness of the borrower. In general, borrowers must be U.S. citizens and enrolled half-time. Interest rates and repayment terms are unique to the loan product selected. Students may borrow cost of attendance minus any financial aid received. In order for loan to be deferred or funds to be released the student and co-signer, if applicable, must complete a Master Promissory Note (MPN) and Self-certification form with the lender. We suggest student begin the process in June to ensure that their August University fee bill is paid in a timely manner. Students should be encouraged to check our website and the lenders website for the latest updates

  12. Loan Delivery Systems ELM – Alternative Loans • We currently use ELM as our loan delivery system to draw in any type of private alternative loan that requires school certification • Daily alternative loan funds are electronically disbursed through ELM • All students have viewing access to ELM from the Financial Aid Website www.elmresources.com Direct Lending – Federal Loans • We currently transmit all federal loans through the Direct Lending Program • Daily federal loan funds are electronically disbursed DL Servicing www.direct.ed.gov,Consolidation www.loanconsilidation.ed.gov 800-848-0979 800-557-7392 National Student Loan Data System (NSLDS) ---- Information is provided five times a year by our Registrar Office The National Student Loan Data System (NSLDS) is the national database of information about loans awarded to students under Title IV of the Higher Education Act (HEA) of 1965. NSLDS provides a centralized, integrated view of Title IV loans during their complete life cycle, from aid approval through disbursement, repayment, delinquency, and closure. NSLDS is a free, fast service available to students 24 hours a day, 7 days a week. Students can find loan sevicer, guarantor contact information as well as up to date loan debt amounts at www.nslds.ed.gov. This service is provided by the National Student Clearinghouse. Students will need their social security number and four digit FAFSA ID# in order to access the information.

  13. Federal Stafford Loans Full-time =12 or more credits, ¾ time = 10 -11credits, ½ time = 6 – 9 credits Must complete a FAFSA form, be registered at least half time, and be in a degree seeking program. Eligibility amounts are based on number of credits completed.0-23 credits $5500, 24-53 credits $6500, 54 or more credits $7500 Aggregate Loan Amounts $31,000 Dependent Undergrads and $57,500 Independent Undergrads Subsidized – 6.8% 12/13 – Only available to undergrad students as of 7/1/12 Need based, interest free loan while in school and during 6 month grace period Unsubsidized – 6.8% Interest begins to accrue as soon as funds are disbursed – Student has option to pay interest while in school or defer until after student leaves school Undergraduate Entrance Counselling – An informational process (explaining responsibilities) required to be completed by All first time federal loan borrowers at UCONN. Students can complete their Entrance Counseling online at http://www.studentloans.gov. Funds will not disburse until this process is completed. Grad students are required to complete Grad Entrance Counselling and a Grad MPN when they take out a Grad PLUS loan. Both processes are different from the entrance counselling/MPN process completed for the undergraduate loans. Master Prom Note (MPN) – Needed for federal sub/unsub and PLUS loans. A serial note (good for up to 10 years), completed online (preferred method) directly with DOE. Grad students are required to complete a Grad PLUS MPN.Funds will not show as anticipated or disburse until this process is completed.Students can complete their Direct Loan MPN online at www.studentloans.gov. Exit Counselling – An informational process (explaining repayment) required to be completed when a student leaves school for more than three months regardless of reason. The process can be completed online at www.nslds.ed.gov. Exit holds will be removed within 3 business days.

  14. Federal PLUS Loan – Fixed 7.9% Parent PLUS Loan A federally funded loan available to a parent biological mother, father or (step-parent that is listed on the FAFSA) of a dependent student: • Student/Parent must complete a FAFSA • Must be credit worthy • Must complete application and PMPN at www.studentloans.gov • Interest is charged during all periods • Parent is responsible for repayment of loan • Goes into repayment 60 days after second disbursement • Can defer payment if they meet certain requirements. Grad PLUS Loan A federally funded loan available to grad and professional students : • Must complete FAFSA • Must be credit worthy • Must complete application and Grad PMPN at www.studentloans.gov • Must complete Grad Entrance Counselling • Deferred payments while in-school • Must be offered unsub loan eligibility first • No parent involvement • Must be enrolled or accepted for enrollment in eligible program of study through the Graduate School • Must be pursuing degree, certificate, or other recognized credential • Must be U.S. citizen or eligible non-citizen • Must be registered with Selective Service (if male) • Parent PLUS Denial • If a parent is credit denied, the parent will immediately be presented four options: • I will not pursue a PLUS loan at this time • I will obtain an endorser • I want to appeal the credit decision • Undecided The school receives this information and will use it in the denial process • If they do not pursue either option we can offer the student an additional $4,000 or $5,000 unsubsidized loan (determined by grade level). Grad PLUS Denial If a student is credit denied, the student will be presented the same four options as parent PLUS denial options. If credit denied student will not be offered any additional unsubsidized loan eligibility

  15. Carl Perkins/Consolidation Carl Perkins Loan – 5% Fixed Rate Must complete FAFSA on-time, need based, interest free loan while in school offered by the University of CT to freshman and sophomore students. Repayment starts 9 months after leaving school. Federal Loan Consolidation The Direct Lending Program is the only program offering a consolidation option for students. Consolidation refinances multiple loans into one new loan with a new repayment term, monthly payments, and a fixed interest rate. Students who call with questions should be instructed to visit the DOE website at www.loanconsolidation.ed.govfor additional Information. We can assist students with this process but ultimately they should try to educate themselves on the subject and come to a final decision that is best for them. Phone: Talk with a loan representative between 8 a.m. and 8 p.m., EST, Monday through Friday, students may call 800-557-7392. Perkins Prom Note All Federal Perkins loan borrowers, including those who have previously completed a Master Promissory Note (MPN), will need to complete an electronic MPN for 2012-2013. ECSI, UConn’s Perkins Loan servicer, will send instructions regarding MPN completion to borrowers’ University email accounts shortly.  More information about the Perkins Loan process is available at http://financialaid.uconn.edu/perkins.   Perkins Exit Process UConn contracts with ECSI (Educational Computer Systems Inc) to complete the exit counseling for Perkins Loans. Please go to www.ecsi.net too complete this exit process. If you should have any questions please call 888-549-3274.

  16. Miscellaneous Bachelor of General Studies • The BGS program is a customized, interdisciplinary degree that provides students the option to choose the right academic program to fit his/her lifestyle. Students must have an Associate’s degree or 60 college credits in order to be eligible for this program. BGS students are admittedas Juniors. • Each year BGS students are required to complete a BGS Program Enrollment Information Form available on • our website. This lets us know if the student is FT, PT or ¾ time. • BGS students enrolled PT are considered for Pell grants and Stafford loans. • BGS students enrolled FT are considered for need-based University grant assistance, Pell grants and Stafford loans. • BGS students enrolled FT cannot receive Tuition Remission grants as they are not billed tuition, instead they are billed program fees. • Certificate Programs • Certification programs at UConn are for undergraduate students who currently hold a bachelor’s degree. A certification program is designed to give students real world practical experience as well as theoretical knowledge. The University currently has several certification programs but only three are approved for federal aid. • Diagnostic Genetic Sciences (Allied Health) 14 month program, 2 semesters and summer Storrs, 6 month practicum • Dietetic Internship Program (Allied Health) 9 month program , 900 hours of supervised practice • MEIN- Masters Entry into Nursing (Nursing) 12 month program, spring, summer, fall Students are considered 5th year undergraduatestudents and are only offered Federal loans.

  17. Miscellaneous Continued Citizenship Documentation In order to be considered for need-based financial aid a student must be a U.S. Citizen or eligible non-citizen. The citizenship status is verified through the FAFSA application process. When it cannot be verified or is questioned, the students file is flagged and assigned a citizenship checklist item. We are required to request appropriate documentation such as: • Certificate of Citizenship - must include student name, certificate number and date of issue. • Certificate of Naturalization - must include student name, certificate number, Alien registration number, name and date of court where naturalization occurred. • Certificate of Birth Abroad – form GS-545, DS- 1350 or FS-240, Report must have embossed seal “United States of America and “State Department”. • US Passport, current or expired • US Passport card, current or expired • Permanent Resident Card or Resident Alien Card (Form I-551) • Permanent Resident Card • Foreign Passport, must be stamped “process for I-551 with expiration date • I-94, must be stamped “Processed for I-551 • Arrival & Departure Record, Form I-94, must be stamped as a Refugee, Asylum Status, conditional Entrant (before 4/1/80), • Parolee, or Cuban-Haitian Entrant Students providing a copy of the acceptable citizenship documentation will be awarded aid. We then add a new Original Citizenship documentation checklist item to ensure funds are not disbursed prior to viewing the original documentation. Students are asked to stop by the Aid Office or go to any branch campus to present the original Citizenship documentation. Anyone reviewing the original documentation is required to complete the Receipt of Original Documentation Form.

  18. Miscellaneous Continued Consortium Agreements Financial Aid recipients who need to take credits at another institution and want the credits to count towards their fixed enrollment (Day 10) at UCONN must complete the Consortium Agreement form found on our Website prior to the start of classes. Step 1 – Register for majority classes at UConn Step 2 – Complete Consortium Agreement Form Step 3 – We notify student of approval/denial Step 4 – If approved, actual Consortium sent to other institution for completion Step 5 – Once we receive the completed form we will revise aid to reflect student’s enrollment Step 6 – Student responsible for paying other school If denied, financial aid will be based on his/her enrollment as of the University fixed enrollment date. Students with Disabilities Under normal circumstances students with disabilities that prohibit them from enrolling full-time are only considered for Pell grant (undergraduates only) and federal Stafford loan funds. However, on a case-by-case basis the Center for Students with Disabilities staff may request special consideration for a student enrolled less than full-time, but officially considered full-time. If approved the student is manually packaged by a processing officer and may be eligible to receive state and university grant aid. FERPA Privacy Waivers Through an online process a student can grant access to those they’d like us to speak to by assigning any person a 4-digit access code. When anyone other than the student calls or emails our office we are required to verify the callers code to authenticate their identity and the students desire that we speak with that person. If they do not have a code we may only give general financial aid information. We may not discuss any aspect of the students file without the student’s permission. If the caller does not have the 4-digit access code you can discuss anything that can be found on our website such as policies, procedures, forms, ect. Co-op Students Students participating in the Cooperative Education Program will not be eligible for financial aid, including scholarships and work Study, during the semester of their assignment. Co-op students who are also enrolled for credits may be eligible for their federal Stafford loans and Federal Pell grants depending on their enrollment status. Approved Co-op students are considered FT matriculated students.

  19. Miscellaneous Continued International Students International students are only eligible to apply for alternative loans with a US Citizen as a co-signer www.disp.uconn.edu or 860-486-3855 Military Leave It is the goal of UConn to make the transition to and from active duty as easy as possible, and proceed in a way that is most beneficial to students. Because every student’s situation is unique, each student will be handled on a case by case basis. University will restore merit and departmental scholarships in accordance with its polices. Non-Degree Students Students who are non-degree are only eligible for Private alternative loans Residency Status Residency is determined by the Admission’s Office or Grad School at the time of acceptance. For continuing students any residency status changes are determined by the Student Services & Advocacy Office. www.ossa.uconn.edu or 860-486-3426 NERP (New England Regional Student Program ) A regional cooperative program administered by the New England Board of Higher Education. This program permits qualified residents of the New England states to study with reduced tuition in certain programs at any of the state universities and the public two-year colleges and technical institutes.   Regional Student Program information is also available at  http://www.nebhe.org  from the New England Board of Higher Education, 45 Temple Place, Boston, MA 02111 (617) 357-9620, e-mail: tuitionbreak@nebhe.org Second Degree Students Full-time students pursuing a second degree will be considered for Federal Stafford loans and work study. Part-time student will be considered for federal Stafford loans.

  20. Miscellaneous Continued The TCPCG (Teacher Certification Program for College Graduates) is offered at the Hartford and Waterbury regional campuses. TCPCG students enter the program after obtaining a bachelor's degree in an Appropriate area. Their ages and work experiences represent a wide spectrum, but their common goal is to attain a Masters Degree in education and the certification to teach in Connecticut public schools. Education (K – 12) English (7-12) Secondary Education ( 7-12) Science (7-12) History/Social Studies (7-12) Mathematics (7-12) World Languages (7-12) Special Education currently at West Hartford campus (K – 12) • The program consists of a four-semester, 45 hour certification program, beginning with two • Summer sessions, and continuing through the following academic year. The program is • designed as a full-time Master's degree program. Selective Service - Male 18 to 25 In order to be considered for federal aid, all male students between the ages of 18 through 25 are required by law to register with Selective Service. If a student fails to register with the Selective Service System during the appropriate time frame they must: Obtain an advisory opinion from the Selective Service system that does not dispute the claim that the student did not knowingly and wilfully fail to register. We must receive this information in writing from the Selective Service System. Selective Service - Male 26 and Older Male students who cannot get a status information letter from the Selective Service because they came into the country after their 26th birthday will need to provide documentation to our office that shows their original date of entry. Based on the information provided the OSFAS makes the final decision. www.sss.gov or 847-688-6888

  21. Miscellaneous Continued • The Three Summers Graduate Program in gifted and talented leads to a Master of Arts Degree in • Education or a Sixth Year Diploma in Professional Education. The program is offered during three consecutive summers. The program is designed to meet the needs of educators who wish to specialize in gifted education but have professional or family obligations that make regular year study impossible. • Students should complete the following: • 12/13 FAFSA application • Register for 5 or more summer credits • The Confratute Registration fee will not be included in the cost of attendance budget. • Students typically enroll for 3 credits during fall and spring semesters meaning at that time they are only eligible to apply for certain private alternative loans. • If a student chooses to take 5 or more credits for fall or spring they should complete the 11/12 FAFSA form to be considered for federal loans. Transfer Students Students transferring to UConn are considered for all types of aid dependent upon availability and need. Transfer students are never offered or considered for University Merit scholarships. If student is a late admit for fall or is a spring only admit they are typically only offered a federal Pell grant (if eligible) and any remaining academic year federal Stafford loan eligibility. Funding is limited and each year is awarded on a first-come, first-serve basis. Students may contact the Aid Office to learn about parent PLUS loans, student alternative loans or the payment plan option offered through the Bursar Office. http://transfer.uconn.eduor 860-486-3137

  22. Scholarships Departmental Scholarships Continuing students with high academic achievement should inquire about scholarship opportunities at their academic departments within their field of study. The UConn Alumni Office also offers scholarships. Applications can be obtained at www.uconnalumni.edu. The various departments provide the Aid Office with a list of all recipients. • State Grants/State Scholarships • Each state provides our office with rosters indicating scholarship recipients. The student may also submit official scholarship letter or notify us of any state funding through Self Service. • Example of common grants and scholarships : • CT Minority Teacher Incentive Grant • CT Innovations Technology Scholarship • DC Tag • Gear Up CT Scholarship • Maine State Grant • Mass Grant • Rhode Island Higher Education Assistance • Robert Byrd Scholarship • State of CT Capitol Scholarship • State of New Hampshire Scholarship Vermont • Student Assistance Grant • State Grants pay out after the Day 10 review Outside Scholarships When a student receives an outside scholarship they need to fax a copy to the Financial Aid Office at 860-486-6629 and the Bursar Office at 860-486- 5234. The student should then access People Soft Self Service and complete a Title IV waiver. This will allow the Bursar Office to defer payment on the scholarship until the funds arrive. When faxing forms to the University instruct the student to Include the student name and People Soft ID# on each page. University Scholar Program A prestigious and distinguished program for undergraduates at UConn. No more than 30 University Scholars are selected each year. University Scholars engage in intensive, focused research or project work, culminating in a high-level piece of scholarship or creative accomplishment. Students who are identified as a University Scholar are awarded and processed one semester at a time through the Honors Office.

  23. Capitol Scholarship The Capitol Scholarship Program provides state scholarships to help talented and needy students pay for college. Priority is given to those who are least able to contribute to college costs. Students may use the scholarship at any college or university in CT, and in states which have reciprocal arrangements with CT. To be eligible for the Capitol Scholarship, student must be a CT resident who is a high school senior and rank in top 20% of their graduating class or with SAT and ACT score of at least 1800 and 27, respectively. To apply, students in their senior year of HS file applications through their high school guidance office on or before February 15th. For 12/13 and 13/14 NEW incoming Freshman will not be able to apply/receive the Capitol Scholarship due to decreased CT funding levels for those academic years. The Capitol Scholarship is expected to be available in 14/15 to NEW incoming freshman. Continuing students will be awarded as follows: Students who are ¾ time are eligible for the full Capitol award. Students who are ½ time will receive a prorated award. Continuing students eligibility and reinstatement questions are addressed by our office. If they need to get verification of their enrollment students should contact the Registrar Office.

  24. University Merit ScholarshipsUConn recruitment scholarships are offered to incoming freshman students for eight semesters and are offered by the Admission’s Office through the admission application process. Any student being offered a University Merit scholarship is notified of the scholarship at the same time they are notified of their acceptance into the University. Grade Point average, SAT/ACT scores and class rank are all taken into consideration. Nutmeg Scholarship & Day of Pride Scholarships – applicants are nominated and provided an application from a High School Guidance Counsellor at each Connecticut high school. • Available to Connecticut Residents only • Full In-state tuition Scholarship  • On Campus housing and meal plans are covered by scholarship • Off Campus housing and food expenses are not covered by scholarships • Must Maintain GPA of 3.0 for year 1 & 2, 3.2 GPA for year 3 & 4, FT, maximum of 8 semesters Presidential Scholars Award for Valedictorians and Salutatorians Merit-based Scholarship (renewable for 4 years; valued at a fixed amount determined on a yearly basis) • Must Maintain GPA of 2.5, be enrolled FT, maximum of 8 semesters • Plus a one-time $2500 grant for education enrichment. Scholars may use the funds in a variety of enrichment activities, including research, internships, study abroad and professional travel any time during the scholars' four years as an undergraduate while at UConn. • The $2500 one-time award is administered through the Honor’s Office The Office of Undergraduate Admissions is only responsible for the initial selection during the acceptance process into the University. Continuing students calling about any University merit scholarship should not be transferred to the Admission’s Office.

  25. University Merit ScholarshipsContinued We receive many calls from parents/students who feel they should have been awarded the Leadership or Academic Excellence scholarship. The criteria and the process for all University scholarships is very selective and highly competitive. Leadership Scholarship • Merit-based Scholarship (renewable for 4 years; valued at a fixed amount determined on a yearly basis) • Available to In-State and Out-of-State Applicants • Must Maintain GPA of 2.5 for year 1 & 2, 3.2, GPA for year 3 & 4, FT, maximum of 8 semesters Academic Excellence Scholarship • Merit-based Scholarship (renewable for 4 years; valued at a fixed amount determined on a yearly basis) • Available to In-State and Out-of-State Applicants • Must Maintain GPA of 2.5 for year 1 & 2, 3.2 GPA for year 3 & 4, FT, maximum of 8 semesters Newly admitted Freshman -The Office of Undergraduate Admissions is only responsible for the initial selection during the acceptance process into the University. Continuing students calling about any University merit scholarship should not be transferred to the Admission’s Office. To ensure continuity and compliance with University and federal guidelines , all renewable University scholarships are annually reviewed by the OSFAS verifying the student is maintaining the specific cumulative grade point average, SAP guidelines and or any other specific criteria as identified in the original merit scholarship offer letter sent to the student at time of acceptance.

  26. Student Employment To find and apply for jobs direct studentsto the student Employment website atwww.studentjobs@uconn.eduor call 860-486-3474 for additional information Federal Work Study Is awarded to eligible full-time students whose FAFSA is received on or before the UConn on- time deadline of March 1st. Work study cannot be applied to the fee bill. Students will receive bi-weekly pay checks for the hours worked. Students must secure a job by beginning of October or WS award will be rescinded. Student Labor Any student wishing to work on campus can apply for a student labor job. A student does not have to have financial need or be a financial aid applicant to qualify. Student Labor positions are funded by the hiring department. Students will receive a bi-weekly pay check for the hours worked. Students find their own work-study jobs through the student employment website. Eligible students: Undergraduate, graduate, and professional students. Employment may be on or off campus with an eligible employer: • Schools • Federal, state, or local public agencies • Certain private non-profit and for-profit organizations There is no Wait List or Appeal Process for work-study

  27. Study Abroad Cost of study abroad varies depending on the program. Cost usually includes tuition, program fees, airfare, visa, passport, insurance, in-country transportation, and personal expenses. For further information students can go to Studyabroad@uconn.edu or call the Study Abroad Office at 860-486-5022. Financial Aid Package UConn Programs – when a student is billed UConn tuition they may have all aid except for Federal Work Study (FWS) Internal and External UConn Programs – Students cannot receive, FWS, Tuition Remission Grant, tuition waiver, University grant or any academic merit scholarships External Programs - approved by the Study Abroad Office – Must complete Informal Consortium Agreement prior to payment deadline Additional Funding The only additional funding available for study abroad expenses are: • Federal Parent PLUS loan or • Private Alternative loans Deferring The Bill For Non-UConn Students Submit a UCONN Informal Consortium Agreement after paying the study abroad deposit. In some cases the other institution may have their own form that must be submitted to them in order for the student to have the payment deferred Refund Check Process All aid will come to the Bursar Office. If there is a credit balance the student will be written a refund for the remaining amount. UConn does not pay any other school directly Academic Scholarships Day of Pride, Nutmeg, Presidential, Leadership, Academic Excellence can only be used for programs where UConn tuition is charged. Going abroad is an option that enhances a students college career but it is not a requirement in order to receive a degree at UConn.

  28. Summer 2012There was no summer application students were automatically awarded if eligible based on summer enrollment dates In order to be considered for Pell, Summer WS and or remaining Federal loan eligibility students must: • Be enrolled (6 or more credits undergrad, 5 or more credits Grad) • Complete and submit an 11/12 Federal FAFSA form • Summer Pell Grants are based on actual enrolment and will automatically be awarded to eligible undergraduate students with remaining 11/12 eligibility • Summer WS will be awarded on a first-come, first-serve basis Summer Alternative Loan option: Students applying for private alternative loans only, do not need to complete a FAFSA • Register for classes – 3 or more credits • No FAFSA required • Complete loan application process directly with the lender • Once process is completed lender will request school certification Eligible undergraduate students with summer Pell eligibility will be awarded a Federal Pell Grant based on the enrollment at the time of awarding. All summer Pell grants will be disbursed in May . All Summer Pell Grants will be finalized at the end of summer add/drop which is in July and Pell adjustments will be made up or down if needed.

  29. Verification Process for 12/13Many students selected for verification are chosen randomly. However, someone is more likely to be selected for verification if the data provided on the FAFSA was inconsistent, if the FAFSA submitted was incomplete, or if the FAFSA contained estimated information. • If Selected the Required documentation may include the following: • Verification Worksheet – Customized dependent or independent worksheets as requested • For Dependent students use of the IRS Data Retrieval tool or submission of an official 2011 IRS tax returntranscriptfor student and parent(s)’ federal tax returns • For Independent students, the student’s and spouse’s (if applicable) use of the IRS Data Retrieval tool or submission of an official 2011 IRS tax return transcript • Non-Filers: If student and/or parent(s) did not and will not file federal income tax return for 2011, they should indicate that on the 2012/2013 FAFSA. If they do not indicate non-filer at that time they may request a Non-filer form. They may have to submit copies of their W2 forms if income was earned (if applicable). • Transcripts :To obtain Transcripts of missing tax returns students/parents should go to www.irs.gov, under the heading>click on “Order a Return or Account Transcript” . Under #3 click “Go get your transcript” . Click on the Oder a transcript. By Phone – 1-800-928-9946, by Mail – Complete IRS Form 4506-T , Request for Transcript of Tax Return, check off box 6a. • If an EXTENSION has been filed, student/parent may provide our office with a copy of the 2011 Extension Form 4868 along with an 2011 W-2 forms. The applicant must submit a copy of the tax return(s) when filed. If we do not have the tax return on or before 11/1/12 all aid will be canceled. Incoming freshman selected for verification will be packaged prior to the verification process. The aid packages however are considered estimates and will not be finalized until the verification process is completed. Continuing students are awarded financial aid after all requested information is received and reviewed. Funding is limited and financial aid is awarded on a first come first served basis. If the information requested by our office is not submitted early enough, the student may miss an opportunity for financial aid funds that become depleted as the awarding cycle continues. Instruct student to fax or mail all requested documents to our office. For security reasons our office prefers information be faxed and not emailed.

  30. Verification Process Continued Requesting Tax Transcripts WEBSITE – www.irs.gov, under the heading>click on “Order a Return or Account Transcript” . Under #3 click “Go get your transcript” . Click on the Oder a transcript. By Phone – 1-800-928-9946, by Mail – Complete IRS Form 4506-T , Request for Transcript of Tax Return, check off box 6a. W2 Forms – only needed in rare cases as requested by our office Should contact their Employer first, If not available can call IRS at 1-800-829-1040 Foreign Income Earnings – If a parent has earnings from a foreign country they are required to provide us with a copy of a foreign return or a statement from an employer indicating earnings. We ask that they then calculate the foreign earnings into US dollars. Non-Filer – Student/Parent can indicate Non-filer when they complete the FAFSA. If they do that the tax return request will automatically be waived. If they do not indicate non-filer at that time they may request a Non-filer form. They may have to submit copies of their W2 forms if income was earned (if applicable). Supplemental Information Students and/or parents are asked to supply additional information when the information reported on the 12/13 FAFSA and the verification documents received are still not enough to complete and satisfy the verification process. A Supplemental Information checklist and a VERPND comment is posted under comments. Always review the VERPND comment as this will tell you exactly what is needed for that specific student.

  31. Veterans Benefits When a students ISIR (FAFSA) is loaded into our system and the Vet status cannot be verified a checklist item will automatically be assigned by the system. If the Veteran’s Office cannot verify a students Vet status they will request the student submit a copy of their DD214 discharge papers. Typically the Vets that are required to submit the DD214 paperwork are Vets who have recently been discharged and their information is not yet available in the system. Student’s eligibility for Veterans Tuition Waiver follows the guidelines outlined in the pamphlet issued by the state Department of Higher education. To be eligible, the student must have served 90 or more days on active duty during one of the approved timeframes. Additionally, the veteran must be honorably discharged from the service and be domiciled in the state at the time of admission in a degree program. • Tuition Waivers -2 Types State of CT Waiver approved through Vets Office and Dan National Guard Waiver approved through Bursar and Guard unit • Chapter 30 – prior service GI Bill • Chapter 1606 – National Guard/Reserves GI Bill • Chapter 1607 – REAP – Reserve Education Assistance Program • Chapter 35 – Survivors and Dependent Education Assistance -These are student’s whose parent or spouse was disabled while in the service. The VA determines whether or not the disability is extensive enough to merit benefits for the spouse or dependent. • Chapter 33 – Post 9/11 Veterans Education Assistance Act of 2008 • Chapter31 – Vocational Rehabilitation Educational Assistance - These are veterans who are rated by the VA as being 30% or more disabled. They work out their program and place of training through direct contact with their case manager at the VA Regional Office in Hartford. • Iraq and Afghanistan Service Grants –Title IV student assistance to children of deceased members whose parent or guardian died as a result of military service in Iraq or Afghanistan after September 11, 2001. www.veterans@uconn.edu or 860-486-2442

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