Appendix F.

Sample Student File Worksheet

Name of Institution: OPE ID#:

STUDENT FILE WORKSHEET

Name θM θF SSN Award Yr. Reviewed Enrollment Date Enrollment Status Grade Hrs/Cred
θF θ¾ θ½ θ<½ Level Earned
Program of Study Program Length Academic Yr. Midpoint Date Grad/Wthdl Date θ Indep θ Dep
Length PJ Dep. Override Doc? θ
GPA Meets SAP Marital Status θ Attending Elig. θ Elig. DOB
Requirements? θ Mrd. θ Sgl. Location Program / /

Student θ Citizen θ Perm θ HS Diploma θ GED NSLDS Matches: θ Default θ Loan Limits
Eligibility: Res θ Overpayments θ Financial Aid History
Alien Reg # θ ATB θ Approved ATB Test θ SSN θ Selective Serv.

Budget Scheduled Award Verification

Tuition PELL θ CPS θ Institutional θ QA θ Not Selected
Fees FSEOG H/H Size: Federal Perkins Loan
Books/Supplies Federal Perkins # in college: θ Signed Note
Room/Board FWS Parent AGI: θ Counseling
Personal Exp Sub Stafford Student/Spouse AGI: θ Signed
Transportation Unsub Stafford Parent taxes: Repayment
Dependent Care Sub Direct Student/Spouse taxes:
Misc. Unsub Direct Parent Untaxed:
Total COA PLUS Student/Spouse Untaxed:
-FC__________________ Other EIC: FWS
= Financial Need Other
Other Verification completed correctly? Y θ N θ θ Signed Timesheets
If No, enter deficiencies:
Total Aid
Return of Title IV calculated? Unmet Need Conflicting Information resolved? θ
Title IV Returned as required? Overaward PJ Used θ PJ Documented θ
FFEL/Direct FFEL Direct PLUS Default Data FFEL/Direct Loan Eligibility Information
COA Amt, Certified/ Rate:
Originated
EFA Date Certified/ θ Required θ Entrance Counseling θ SSCR - OK
Originated
FC Disbursement Default Mgmt θ Exit Counseling
Amount
Need Loan Period Plan θ Proration
Name of Institution: OPE ID#:

STUDENT DISBURSEMENT WORKSHEET

Name SSN Midpoint Last Date of Attendance Scheduled Pmt. Periods Actual Pmt.
Periods

Pell Award: $ FSEOG Award: $ Perkins Award: $

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

Total Disbursements: Total Disbursements: Total Disbursements:

FWS Award: $ FFEL/ Award: $ PLUS Award: $

Direct
Date Chk/Ref# Amount Amount θ 1st Disbursement Delayed - 30 Days
Credited Paid to θ 1st Disbursement Delayed - 30 Days (if
required) (if required)
Student
1st Disb 2nd Disb 1st Disb 2nd Disb
Date received Date received
Date to Student Date to Student
Amount to Institution Amount to Institution
Credit Balance Created Credit Balance Created
Amount to Student Amount to Student
Date Refund made Date Refund made
Refund Amount Refund Amount
Total Disbursements:
r
Other Aid Award: $ COMMENTS
Date Chk/Ref# Amount Amount Paid
Credited to Student

Total Disbursements: