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Graduate Student Financial Support Graduate Student Financial Support

Graduate Student Financial Support - PowerPoint Presentation

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Graduate Student Financial Support - PPT Presentation

Fellowship VS Assistantship 2 Update to Form 90 amp Processes 3 Fellowship Minimum Stipends 4 Fellowship Insurance 5 Account Management 6 Form 90 Review 7 Funding Mechanisms amp History Data ID: 619809

amp form data fellowship form amp fellowship data assistantship fee history mechanisms funding graduate school fees student remit tuition dept review taxes

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Slide1

Graduate Student Financial Support

Fellowship VS. Assistantship

2

Update to Form 90 & Processes

3

Fellowship Minimum Stipends

4

Fellowship Insurance

5

Account Management

6

Form 90 Review

7

Funding Mechanisms & History Data

1

FORM 90Slide2

Funding Mechanisms & History Data

1

$

LOAN

WORK

GRANT

( free money )Slide3

Fellowship

Form 90/FA Form

PASC

Monthly

Scholarship

Form 79

DFA Semester

Funding Mechanisms & History Data

1

$

LOAN

WORK

GRANT

( free money )Slide4

Funding Mechanisms & History Data

1

$

LOAN

GRANT

( free money )

Assistantship

Fee Remit List/PA Form

PASC

Monthly

Prof MS not eligible

Hourly

Timecard

PASC

Bi-weekly

WORKSlide5

Funding Mechanisms & History Data

1

$

LOAN

GRANT

( free money )

FAFSA

http://www.purdue.edu/dfa/

WORKSlide6

Work (25.0 -100.0 CUL)

Salary

Fee Remit ($855/

mo

)

Financial Aid (more eligibility)

Grad Staff InsuranceTaxable (taxes withheld)

Free

G

rant (0.0 CUL)

Stipend

GTS Eligibility

COPA / Institutional Allowance Financial Aid (less eligibility)Purdue Student Insurance

Taxable (taxes not withheld)

Assistantship

Fellowship

VS.

Fellowship VS. Assistantship

2Slide7

Fellowship VS. Assistantship

- GTS Semester Fees & Fee Remit

2

Assistantship/

GS Fellowship

Admin as Assistantship¼ Assistantship

Fellowship with¼ AssistantshipFellowship

CUL

50.0 – 100.0(employee)25.0(employee)

25.0(employee)0.0(not

an employee)Hrs

/week10-401010

0Pay

SalarySalarySalary

Stipend

Tuition

Fee RemitFee Remit

Fee RemitGTS/GSFeesStudent/DeptStudent/Dept

Student/

Dept

COPA/Student/

Dept

Insurance

Payroll

DeductionNo

Supplement

Stipend Supplement

Stipend

Supplement

Taxes

Taxable

(taxes withheld)

Taxable

(taxes withheld)

Taxable

Fellowship (taxes not withheld)

¼ Assistantship (taxes withheld)

Taxable

(taxes not withheld)

Financial

Aid

More eligibility

More eligibility

Less eligibility

Less

eligibilitySlide8

810 fellows

869 fellowships

1375 Forms 90

Funding Mechanisms & History Data

1Slide9

fellows?

fellowships?

Forms 90?

Funding Mechanisms & History Data

1

How many

Based on Form 90 data for 2016-17Slide10

fellows?

fellowships?

Forms 90?

Funding Mechanisms & History Data

1

How many

Based on Form 90 data for 2016-17

800+

850+

1375+Slide11

Types of

Fellowships

Internal

Graduate

School

Endowed

(

Dept

/School

/College)

External

Federal

Industrial

Institutional

Commitment

Funding Mechanisms & History Data

1Slide12

Graduate

School

Endowed

(

Dept

/School

/College)

Federal

Industrial

Institutional

Commitment

Funding Mechanisms & History Data

1

Example:

Andrews,

Bilsland

, Carver, Chappelle,

Kruhe

, Lynn, Purdue Doctoral, RossSlide13

Funding Mechanisms & History Data

1

Graduate

School

Endowed

(

Dept

/School

/College)

Federal

Industrial

Institutional

Commitment

1

per sponsor guidelinesSlide14

Funding Mechanisms & History Data

1

Graduate

School

Endowed

(

Dept

/School

/College)

Federal

Industrial

Institutional

Commitment

1

per sponsor guidelinesSlide15

Funding Mechanisms & History Data

1

Graduate

School

Endowed

(

Dept

/School

/College)

Federal

Industrial

Institutional

Commitment

1

per sponsor guidelinesSlide16

2015

2016

2017

Nov

Jan

Allocations Made

Colleges Submit Adjustments

May

Colleges Submit Recipient List

Jan – April

Offers Made

May – July

Submit E-Form 90s

Funding Mechanisms & History Data

1

11

12

01

02

03

04

05

06

07

08

10

Fellowship TimelineSlide17

Graduate Tuition Scholarship

(GTS)

VS.

TUITION

(NR, FT)

FEE REMIT

($855/

mo

)

STUDENT FEES

TUITION

(NR, FT)

COPA/Inst. Allow.

STUDENT FEES

Graduate Staff &

Graduate School Fellows

$0.00

$0.00

$161.00

$122.00

$20.00

$ 303.00

General Service

Technology

Repair & Rehabilitation

Student Activity

Student Wellness

Total Fees

$805.00

$94.10

$161.00

$122.00

$20.00

$ 1,202.10

Fellowship VS. Assistantship

- GTS Semester Fees & Fee Remit

2

$9,992.00

$0.00

General Service

Technology

Repair & Rehabilitation

Student Activity

Student Wellness

Total Fees

$9,992.00

$94.10Slide18

Fellowship VS. Assistantship

– COPA Hierarchy

2

Medical Insurance

1

Grad Appt., R & R Fee, Wellness & Activity Fee

2

Technology Fee

3

International Fee

4

Tuition

(Resident/Non-resident)

5

Differential Fee

6

Other educational costs consistent with the sponsor guidelines

7

Example:

$12,000Slide19

Graduate Tuition Scholarship

(GTS)

VS.

TUITION

(NR, FT)

FEE REMIT

($855/

mo

)

STUDENT FEES

TUITION

(NR, FT)

COPA/Inst. Allow.

STUDENT FEES

Graduate Staff &

Graduate School Fellows

$0.00

$0.00

$161.00

$122.00

$20.00

$ 303.00

General Service

Technology

Repair & Rehabilitation

Student Activity

Student Wellness

Total Fees

$805.00

$94.10

$161.00

$122.00

$20.00

$ 1,202.10

Fellowship VS. Assistantship

- GTS Semester Fees & Fee Remit

2

$9,992.00

$5000.00

General Service

Technology

Repair & Rehabilitation

Student Activity

Student Wellness

Total Fees

$9,992.00

$94.10Slide20

Standard

Project Timeline

08/01/2017

07/31/2018

08/14/2017

08/13/2018

Fellowship

Assistantship

2016

2017

2018

Update to Form 90 & Processes

3Slide21

Andrews, Purdue Doctoral, Ross, Lynn

Graduate School Fellowship Minimum Stipends

4

$

$

17,645

2017-18 FYSlide22

Fellowship Insurance

– Insurance Supplement Payment

5

201

7

201

8

Aug

???

08

09

07

10

Sep

???

Open Enrollment PeriodSlide23

eForm 90 ProcessSlide24

Form 90

Issues

6

Status (Where is my Form 90?)Fellowship vs. assistantship (tuition, fees, insurance)Project period, semesters, months paid didn’t alignNo stipend amounts for holds

Processing and routing issues causing delaysInconsistencies in fellowship set up requestSlide25
Slide26

Updates & Reminders to Fellowship Process

5Slide27

Form 90 Review

7

Allocation

November

PUFOGEA

Recipient

List

May

GEA

PUFO

E-Form 90

DocBO

GSBO

Bursar

initiator

receiver

document

Award

Letter

Student

BO

E-Form 90

Recipient List

BOSlide28

Form 90 Review

7Slide29

Form 90 Review

7Slide30

Form 90 Review

7Slide31

Form 90 Review

7Slide32

Form 90 Review

7

Review 2016-17 fellowsPUFO enters multi-year

fellowships - This Year Only !!!Interdisciplinary

fellowships – added to the department listSlide33

Form 90 Review

7

July 710:00 -12:00

SC 183July 26th10:00 -12:00SC 183

Open LabsSlide34

Initiated - Form 90 gets generated based on information in Recipient's list or when users add a fellowship by clicking new fellowship button.

  Saved  - A form can be saved multiple times before it is submitted by clicking 'Save' button. Once submitted, this option disappears.

 Submitted

-  When a user submits the form by clicking 'Submit' button. 

Completed - When the budget account info is entered and 'Reviewed by GSBO' button is clicked. This option is available only for Marci. For non "Purdue Graduate" fellowships this step is bypassed and a form attains 'Completed' status when 'Submit' button is clicked. 

Reviewed by Bursar - When the bursar office reviews the form and click on 'Reviewed by Bursar' button.

 Revised - Submitted - Once submitted, a form can be revised at any point by the business users by clicking the 'Revise' button.

 Revised - Completed -

Similar to 'completed' status but when the revision process begins 

Revised - Reviewed by Bursar - ​ Similar to 'Reviewed by Bursar' status but when the revision process beginsSlide35

eForm 90

https://ias.itap.purdue.edu/rgs/wpu_intra.pu_dispauthSlide36

Thank You