PPT-NCASFAA

2015 Fall PreConference New Aid Officers Training Workshop 1 Understanding a Tax Return Transcript 2 What is a Tax Return Transcript It is a copy of an applicants . 2016. Having Fun with Taxes. Jim Briggs. The Tax Detective. 2015 Tax Filing Thresholds. Tax Filing Statuses & Foreign Tax Filers. IRS Data Retrieval and Tax Transcripts. Federal Verification & PPY. A . NCASFAA 2016 Presentation. Today’s Presenters. Rick Dwyer. Regional Director, SASFAA. CampusLogic, Inc.. Nick Jenkins. Director of Financial Aid. Lenoir-Rhyne University. A Game. “Literally, the more paper I’ve got, . An Ellucian Product. NCASFAA Spring Conference – April 10-13, 2016. 1. NCASFAA Spring Conference – April 10-13, 2016. 2. Karen Britt Statler. Business Systems Analyst-East. Brandi Massey. Business Systems Analyst-West . Presented by:. Michael Farris, Central Virginia Community College. VASFAA President. Joey Trogdon, Randolph Community College. NCASFAA President. Nathan Basford, Florida State University. SASFAA Past-President. PANEL BOARD:. Cindy Mcgee. Ronald Adams. Ann Peacock. NCASFAA Spring Conference – April 10-13, 2016. 1. Cindy Mcgee/UNC-CH – Direct Loans. Reconciliation begins after we have sent our first set of disbursements for a new academic year and continues until the end of our academic year, at which point it is necessary to close out and end with a cash balance equal to that of the US Department of Education’s G5 account for UNC-Chapel Hill. The key offices involved in reconciliation are the Office of Scholarships and Student Aid, the University Cashier’s Office, the Office of Sponsored Research, and the US Department of Education COD system and their corresponding cash management system referred to as the G5.. Fall Conference November 6 - 8, 2017. 1. Presenters. Jane Kanipe, NCSEAA. Jamie Pendergrass, NC State. Mary Otto, Campbell University. Melody Lawrence, Southwestern Community College . Training “New” Financial Aid Administrators . Introductions. Slide 2 © . 2017 . NASFAA. Dana Kelly. Chief Training Officer. kellyd@nasfaa.org. NASFAA Training and Regulatory . Assistance. Citizenship Issues. Slide . 3. © 2017 NASFAA. Citizenship and Residency Requirements. Pre-Conference New Aid Officers . Training . Workshop. Overview of Cost . of Attendance . Budget Creation, and . Making/Documenting . COA Adjustments . Objectives . Pre-Conference New Aid Officers . Training . Workshop. Overview of Cost . of Attendance . Budget Creation, and . Making/Documenting . COA Adjustments . Objectives . Resources for the Novice Financial Aid Employee. 1. NCASFAA. NCASFAA. FAA. TOOLBOX. Accessorizing your Financial Aid Toolbox. w. hat do all those letters mean?. FA Acronyms. 2. AGI. Adjusted. Gross Income. 2016-17. NCASFAA & NCSEAA. 1. NCASFAA & NCSEAA. 2. Scope of this Workshop . What is financial aid. College costs. Determination of eligibility. Need-based programs. Alternatives. FAFSA Overview.