From Mendy-Schmerer at ouhsc.edu Tue Oct 1 15:21:11 2013 From: Mendy-Schmerer at ouhsc.edu (Schmerer, Mendy M. (HSC)) Date: Tue, 1 Oct 2013 15:21:11 -0500 Subject: [Oasfaa] SWASFAA Boot Camp reminder Message-ID: The SWASFAA Boot Camp and conference is quickly approaching! At no additional cost, Boot Camp attendees will have an option new this year to test to become NASFAA credentialed Financial Aid Administrators upon completion of Boot Camp and passing the NASFAA tests. Please visit www.swasfaa.org for more details and to register! Mendy Schmerer Assistant Director Office of Student Financial Aid University of Oklahoma Health Sciences Center 1106 N. Stonewall, Rm 301 Oklahoma City, OK 73117 (405) 271-2118, x 48817 (p) (405) 271-5446 (f) Mendy-Schmerer at ouhsc.edu http://www.ouhsc.edu/financialservices/SFA/ [cid:image001.jpg at 01CEBEB8.8D05F1C0] Become our fan on Facebook: www.facebook.com/OUHSCFinancialAid -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 1049 bytes Desc: image001.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: SWASFAA Boot Camp.pdf Type: application/pdf Size: 226764 bytes Desc: SWASFAA Boot Camp.pdf URL: From jonna.raney at okbu.edu Wed Oct 2 11:35:46 2013 From: jonna.raney at okbu.edu (Jonna Raney) Date: Wed, 02 Oct 2013 12:35:46 -0400 (EDT) Subject: [Oasfaa] Grad Counseling program practicum question Message-ID: <1163342774.7892762.1380731746171.JavaMail.root@okbu.edu> Hello all, We are starting a Masters in Marriage and Family Counseling program and the question has come up about what happens in their last year when all they are actually only enrolled in 3 hours each semester but they are completing their practicum which is more than equivalent to half-time enrollment. How do we keep them from going into repayment and more importantly, how can we award them add'l loans for this less than half-time enrollment? Is my only choice to decide to count 3 hours as half-time for this program? I don't really want to do that as it opens a whole can of worms that I don't want opened. :) Thanks in advance for your solutions to my problem. Jonna -------------- next part -------------- An HTML attachment was scrubbed... URL: From jonna.raney at okbu.edu Fri Oct 4 09:59:56 2013 From: jonna.raney at okbu.edu (Jonna Raney) Date: Fri, 04 Oct 2013 10:59:56 -0400 (EDT) Subject: [Oasfaa] FERPA question In-Reply-To: <914191647.8271100.1380898362398.JavaMail.root@okbu.edu> Message-ID: <2144943336.8272704.1380898796624.JavaMail.root@okbu.edu> I'm reviewing some of our processes and we have a few (less than 10) older endowed scholarships in which the donor has in the criteria that they be "consulted" in the selection process of awarding their scholarship. Typically, those conversations have been simply that we have a student from xyz, america who meets the criteria of your scholarship and they say great. However, we have one or two donors who ask questions such, as "what is their gpa? major? or other specifics about the student". We've looked at the federal handbook and fsa, etc and it really doesn't address donors specifically and what is acceptable to discuss with them. The closest thing is when it references "school officials who have a legitimate educational interest", but I think it's a huge stretch to say a donor meets that definition. I know we could get student authorization or applications for the specific scholarships giving authorization for us to give donors their information, but I'd like to keep our process more streamlined and automated and not put those types of barriers in place to slow the awarding process. What do you all do in these situations? This may be more of a private school issue. I'm not sure. However, I welcome any and all feedback. Thanks, Jonna -------------- next part -------------- An HTML attachment was scrubbed... URL: From bwoverling at okcu.edu Fri Oct 4 13:15:55 2013 From: bwoverling at okcu.edu (Overling, Brian) Date: Fri, 4 Oct 2013 18:15:55 +0000 Subject: [Oasfaa] OASFAA Digest, Vol 113, Issue 3 In-Reply-To: References: Message-ID: http://www.ed.gov/policy/gen/guid/fpco/ferpa/index.html I believe you would be covered as that would be "Appropriate parties in connection with financial aid to a student". Brian Overling Loan Coordinator Student Financial Services/Enrollment Management Oklahoma City University 2501 N. Blackwelder Oklahoma City, OK 73106 P: 405.208.5212?? F:405.208.5466 bwoverling at okcu.edu Questions about Financial Aid? Click below to watch Financial Aid TV Oklahoma City University. . . . Embraces the United Methodist tradition of scholarship and service and welcomes all faiths in a culturally rich ?community that is dedicated?to student welfare and success. Men and women pursue academic excellence through a rigorous curriculum ?that focuses on students' intellectual, moral, and spiritual development to prepare them to become effective leaders in service to their communities. This message and any attachments may contain information that is highly confidential, privileged, and exempt from disclosure; any recipient other than the intended recipient is advised that any dissemination, distribution, copying, or other use of this message is strictly prohibited. If you have received this message in error, please notify the sender immediately. -----Original Message----- From: oasfaa-bounces at lists.onenet.net [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net Sent: Friday, October 04, 2013 12:00 PM To: oasfaa at lists.onenet.net Subject: OASFAA Digest, Vol 113, Issue 3 Send OASFAA mailing list submissions to oasfaa at lists.onenet.net To subscribe or unsubscribe via the World Wide Web, visit http://lists.onenet.net/mailman/listinfo/oasfaa or, via email, send a message with subject or body 'help' to oasfaa-request at lists.onenet.net You can reach the person managing the list at oasfaa-owner at lists.onenet.net When replying, please edit your Subject line so it is more specific than "Re: Contents of OASFAA digest..." Today's Topics: 1. FERPA question (Jonna Raney) ---------------------------------------------------------------------- Message: 1 Date: Fri, 04 Oct 2013 10:59:56 -0400 (EDT) From: Jonna Raney To: oasfaa at onenet.net Subject: [Oasfaa] FERPA question Message-ID: <2144943336.8272704.1380898796624.JavaMail.root at okbu.edu> Content-Type: text/plain; charset="us-ascii" I'm reviewing some of our processes and we have a few (less than 10) older endowed scholarships in which the donor has in the criteria that they be "consulted" in the selection process of awarding their scholarship. Typically, those conversations have been simply that we have a student from xyz, america who meets the criteria of your scholarship and they say great. However, we have one or two donors who ask questions such, as "what is their gpa? major? or other specifics about the student". We've looked at the federal handbook and fsa, etc and it really doesn't address donors specifically and what is acceptable to discuss with them. The closest thing is when it references "school officials who have a legitimate educational interest", but I think it's a huge stretch to say a donor meets that definition. I know we could get student authorization or applications for the specific scholarships giving authorization for us to give donors their information, but I'd like to keep our process more streamlined and automated and not put those types of barriers in place to slow the awarding process. What do you all do in these situations? This may be more of a private school issue. I'm not sure. However, I welcome any and all feedback. Thanks, Jonna -------------- next part -------------- An HTML attachment was scrubbed... URL: ------------------------------ _______________________________________________ OASFAA mailing list OASFAA at lists.onenet.net http://lists.onenet.net/mailman/listinfo/oasfaa End of OASFAA Digest, Vol 113, Issue 3 ************************************** From KellyHicks at rsu.edu Fri Oct 4 16:24:42 2013 From: KellyHicks at rsu.edu (Kelly Hicks) Date: Fri, 4 Oct 2013 21:24:42 +0000 Subject: [Oasfaa] FW: Decentralized Training Message-ID: <31569A312628FC45A3A2759E383B087604E699CB@RSUFSMBEXCH.rsu.edu> Good Afternoon! As promised, here is additional information for the OASFAA 2013 Decentralized Training to be held on October 24, 2013. Please join us for an informative day of training on two important topics: Return to Title IV and Organizational Alignment. In addition to Financial Aid staff, we encourage you to invite individuals from your Business/Bursar and Registrar's Offices in particular to attend. The topic for the morning session, presented by OCAP, will be Return to Title IV. The Return to Title IV training will provide attendees with the ability to: * Recognize the general requirements for the return of Title IV funds; * Understand when the return of Title IV funds do and do not apply; * Understand when a student is considered to have withdrawn from different types of academic programs; * Recognize and understand the steps of the return of Title IV funds formula when disbursed aid exceeds earned aid; and * Recognize and understand the steps of the return of Title IV funds formula when earned aid exceeds disbursed aid. There will plenty of time allowed for discussion and for the exchange of best practice tips. The topic of the afternoon session, also presented by OCAP, is Organizational Alignment. This session will consist of high-level training on Organizational Alignment and will include material on strategic planning, process improvement, staff development, and staff evaluation. Registration will open early next week - you will be notified once it's open. Please register by October 21st. Where: TCC's Northeast Campus - Seminar Center. The campus address is 3727 East Apache Street Tulsa, OK 74115-3151. Driving directions: http://www.tulsacc.edu/campuses-and-centers/northeast-campus/driving-directions When: We'll begin at 9:00 am and conclude by 3:30 pm. Lunch will be provided for all attendees. As a reminder, there is no charge for current OASFAA members. If your institution is not a current OASFAA member, the cost is $10 per person. If you haven't yet done so, this would be a good time to renew your OASFAA Membership! Attached to this email is a Membership Application and a letter outlining the benefits of an OASFAA membership. If you have additional questions you can contact Susan Prater, the Membership Committee Chair, at (405) 974-3334 or SPrater4 at uco.edu. After you register you will be provided with a link to the materials. Each attendee is responsible for printing their own materials and bringing them to the training. OASFAA is not able to provide printed handouts. If you have questions you can contact Kelly Hicks, Training Chair, at 918.343.7573 or kellyhicks at rsu.edu. Looking forward to seeing you there!! Kelly Hicks|Director of Financial Aid|Rogers State University|P:918-343-7573|F:918-343-7598|kellyhicks at rsu.edu|www.rsu.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: OASFAA Membership Letter 2013-2014.docx Type: application/vnd.openxmlformats-officedocument.wordprocessingml.document Size: 26390 bytes Desc: OASFAA Membership Letter 2013-2014.docx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Copy of OASFAA Membership Application 13-14.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 23672 bytes Desc: Copy of OASFAA Membership Application 13-14.xlsx URL: From KellyHicks at rsu.edu Mon Oct 7 08:24:50 2013 From: KellyHicks at rsu.edu (Kelly Hicks) Date: Mon, 7 Oct 2013 13:24:50 +0000 Subject: [Oasfaa] Decentralized Training - Registration is Open! Message-ID: <31569A312628FC45A3A2759E383B087604E6C153@RSUFSMBEXCH.rsu.edu> Good Morning! We are pleased to announce that registration is open for Decentralized Training! Please register by October 21st. You can register here: https://www.surveymonkey.com/s/2013DecentralizedTraining Please note the description change to the morning session. The Return to Title IV training will help participants to: * Ensure compliance with the Return of Title IV regulations; * Understand the challenges when working with modules; * Understand the positive effects of campus collaboration; and * Provide opportunities to exchange best practice tips with colleagues. After you register you will be provided with a link to any additional materials. Each attendee is responsible for printing their own materials and bringing them to the training. OASFAA is not able to provide printed handouts. If you have questions, please contact Kelly Hicks, Training Chair, at 918.343.7573 or kellyhicks at rsu.edu. Looking forward to seeing you!! Kelly Hicks|Director of Financial Aid|Rogers State University|P:918-343-7573|F:918-343-7598|kellyhicks at rsu.edu|www.rsu.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: From SPrater4 at uco.edu Mon Oct 7 09:25:17 2013 From: SPrater4 at uco.edu (Susan Prater) Date: Mon, 7 Oct 2013 09:25:17 -0500 Subject: [Oasfaa] FW: [swasfaaL] 2013 Annual Conference Deadlines Approaching Message-ID: <75671A9DCD21974888C9A2E5E4937B64B250A98FDE@EXCHANGE.uco.local> Good Morning OASFAA! Wanted to remind you of SWASFAA Hotel Reservation and Registration deadlines for both Boot Camp, November 4-6; and the Conference, November 6-8. The Hotel Reservation Deadline at the Little Rock Marriott was extended to October 12th. The Boot Camp and Conference Registration deadline is October 18th. The committee has worked hard to provide a great agenda provided at the links in Karen Hulsey, Conference Chair's, email below. Hope to see you in Little Rock! Have a Great One. Susan Prater SWASFAA Oklahoma Delegate ------------------------- The Hotel and Registration Deadlines for the 2013 SWASFAA Annual Conference are fast approaching. The Hotel Reservation Deadline has been **extended** until Saturday, October 12, 2013. Please make your reservation by that date in order to receive the conference room rate of $129/night, single or double. The Conference Registration Deadline is Friday, October 18, 2013. A $50 late registration fees applies after that date. You can access links to the hotel site and conference registration at: http://www.swasfaa.org/docs/conferences/site/index.html A copy of the tentative agenda is attached. We look forward to seeing all of you in Little Rock next month! Karen Hulsey SWASFAA 2013 Conference Chair Click the link to view the attachment Attachment 1: 2013 Annual Conference Agenda http://www.swasfaa.org/ListLock/9nhFtyuLmEYwhsu4.pdf ------------------------------------------- REPLY: To reply to the person sending this message, use the email address in the 'From' section of message above. Messages replied back to this list will be discarded. POST/MANAGE SUBSCRIPTION: To post a message to this list go to http://www.swasfaa.org. Select 'Listserv' in the 'Member Services' section and follow the instructions for posting or managing your subscription. You will be asked for your SWASFAA username and password. QUESTIONS: Contact support at swasfaa.org ------------------------------------------- **Bronze+Blue=Green** The University of Central Oklahoma is Bronze, Blue, and Green! Please print this e-mail only if absolutely necessary! **CONFIDENTIALITY** This e-mail (including any attachments) may contain confidential, proprietary and privileged information. Any unauthorized disclosure or use of this information is prohibited. From tduke at ou.edu Tue Oct 8 13:48:04 2013 From: tduke at ou.edu (Duke, Tracey E.) Date: Tue, 8 Oct 2013 18:48:04 +0000 Subject: [Oasfaa] Difficult verification In-Reply-To: <620959094.53535.1376493076330.JavaMail.root@tctc.org> References: <620959094.53535.1376493076330.JavaMail.root@tctc.org> Message-ID: Hello, Caryn asked me to research this issue and here is what our legal counsel sent to me. Common Law Marriage in Oklahoma The concept of common law marriage is perhaps one of the most misunderstood than any other area of family law. In its most basic form, common law marriage is a consensual non-ceremonial marriage between a man and a woman. It is a matrimonial bond that is formed by the consent of the parties as opposed to meeting all the state-imposed requirements of a ceremony and a license. Common law marriage was well-established as a part of the English common law and ultimately adopted in Oklahoma by the Territorial Supreme Court in the case of Reaves v. Reaves, 1905 OK 32, 15 Okla. 240, 82 P. 490 (1905). The Reaves court held that Oklahoma law requiring a license, witnesses, and a certificate of marriage are simply directory and not mandatory.1 In short, ?[A] common law marriage is formed when a ?the minds of the parties meet in consent at the same time.? 2 Many Oklahomans are under the misconception that by simply living together for a period of time, a couple has established a common law marriage. That misconception, however, is untrue. Oklahoma cases identify three elements which must be proven in order for a common law marriage to exist. Those elements include: 1. An actual and mutual agreement between the spouses to be husband and wife; 2. A permanent relationship; 3. An exclusive relationship; 4. Parties are legally capable of marriage (over 18, opposite sex); 5. Cohabitation as husband and wife (there is a split of authority on this one); and 6. Parties hold themselves out publicly as husband and wife (open mutual assumption of marital duties). The person seeking to establish a finding of common law marriage has the burden of proving each of the elements outlined above by a clear and convincing standard.4 House Bill 2634 recently passed the Oklahoma House of Representatives. This measure would require that couples undergo a minimum of two hours of counseling before they can marry. In addition, this bill also abolishes the concept of common law marriage. With this legislation currently pending, the future of common law marriage remains uncertain within the State of Oklahoma. As for now, however, it stands firm as a part of our adoption of the English common law. 1 See Reeves v. Reeves, 1905 OK 32, 82 P.2d 490 (Okla. Terr. 1905) 442 2 Standefer v. Standefer, 2001 OK 37, 26 P.3d 104, quoting Reaves v. Reaves, 1905 OK 32, 82 P. 490 3 Bothwell v. Way, 1914 OK 571, 44 Okla. 555, 145 P. 350 (1914); Cavanaugh v. Cavanaugh, 1929 OK 101, 135 Okla. 204, 275 P. 315 (1929); Vann v. Vann, 1939 OK 495, 186 Okla. 42, 96 P.2d 76 (1939); Maxfield v. Maxfield, 1953 OK 390, 258 P.2d 915 (Okla. 1953). 4 Maxfield v. Maxfield, 1953 OK 390, 258 P.2d 915, 921 (Okla. 1953). At the time this summary was written, House Bill 2634 was pending (2010) in the Oklahoma legislature. That bill would have outlawed common law marriages after November 1, 2010. However HB 2634 was not passed or codified into law, so they are technically still recognized in Oklahoma, but only because of case law, not statute. SO, I would tell your team that CLM?s are still recognized, but that the burden of proof is on the individuals claiming CLM. They must provide ?clear and convincing? evidence to satisfy each of the requirements above. This can be done with evidence such as joint income tax returns, joint financial accounts, jointly held assets, joint credit, medical records, insurance records, introductions and comments to third parties, hotel receipts, and any number of other sources. Hope it helps. Tracey Duke Assoc. Dir., Special Programs Office of Financial Aid Services The University of Oklahoma [The University of Oklahoma] The information contained in the transmission accompanying this notice is confidential. It is intended only for the use of the individual entity identified above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination or distribution of the accompanying communication is prohibited. From: oasfaa-bounces at lists.onenet.net [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Tami Garcia Sent: Wednesday, August 14, 2013 10:11 AM To: myrna cross Cc: Diana Lee; oasfaa at lists.onenet.net Subject: Re: [Oasfaa] Difficult verification I actually found information showing that it does from several "Federal" sources. The NOLO website lists all the states which allow Common Law Marriage and Oklahoma is listed. There are 16 of them, but some have restrictions like "Only if before 1/1/97". Oklahoma does not have any restrictions on theirs. The USCIS website (Homeland Security) also lists Oklahoma as a state that does recognize Common Law Marriage and defines what is required. The Department of Labor also lists Oklahoma as a Common Law Marriage state in their Common Law Marriage Handbook. So, I would count them as married and verify them that way. ________________________________ From: "myrna cross" > To: "Teresa Franklin" > Cc: "Diana Lee" >, oasfaa at lists.onenet.net Sent: Wednesday, August 14, 2013 9:49:19 AM Subject: Re: [Oasfaa] Difficult verification I think there is conflicting information and controversy about Common Law in Oklahoma. I've looked for information several times and find documentation that says Oklahoma does recognize Common Law and other sources that says it doesn't. Myrna Cross Director, Financial Aid Western Oklahoma State College 2801 N. Main Altus, OK 73521 580-477-7712 580-477-7716 fax On Tue, Aug 13, 2013 at 5:33 PM, Teresa Franklin > wrote: Oklahoma does not recognize common law anymore. I would say she just needs to amend the taxes. Thanks, From: oasfaa-bounces at lists.onenet.net [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Financial Aid Director Sent: Tuesday, August 13, 2013 5:21 PM To: Diana Lee Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] Difficult verification If they file together as married, then I would verify them as being married. I think that might be grounds for common law marriage in the State of OK. On Tue, Aug 13, 2013 at 2:41 PM, Diana Lee > wrote: All, How would you handle the following situation: Student (27 yrs old) and has a baby, and she lives with the baby's daddy. The problem is that they file their taxes together as married filing jointly. Your thoughts? -- Diana Lee Director Financial Assistance NCAA Compliance Southern Nazarene University Phone: 405-491-6310 "An investment in knowledge always pays the best interest." Ben Franklin **CONFIDENTIALITY** This e-mail (including any attachments) may contain confidential, proprietary and privileged information. Any unauthorized disclosure or use of this information is prohibited. -- Kellye Johnson Director of Financial Aid Southwestern Christian University 7210 NW 39th Expressway Bethany, OK 73008-2335 fadirector at swcu.edu 405-789-7661 ext.3456 Fax: 405-495-0078 This e-mail and any files transmitted with it are the property of StrataTech Education Group and/or its affiliates, are confidential, and are intended solely for the use of the individual or entity to whom this e-mail is addressed. If you are not one of the named recipients or otherwise have reason to believe that you have received this e-mail in error, please notify the sender and delete this message immediately from your computer. Any other use, retention, dissemination, forwarding, printing or copying of this e-mail is strictly prohibited. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 44853 bytes Desc: image001.png URL: From myrna.cross at wosc.edu Tue Oct 8 15:24:11 2013 From: myrna.cross at wosc.edu (myrna cross) Date: Tue, 8 Oct 2013 15:24:11 -0500 Subject: [Oasfaa] Difficult verification In-Reply-To: References: <620959094.53535.1376493076330.JavaMail.root@tctc.org> Message-ID: Thanks for the information!! *Myrna Cross* *Director, Financial Aid* *Western Oklahoma State College* *2801 N. Main* *Altus, OK 73521* *580-477-7712* *580-477-7716 fax* On Tue, Oct 8, 2013 at 1:48 PM, Duke, Tracey E. wrote: > Hello, **** > > ** ** > > Caryn asked me to research this issue and here is what our legal counsel > sent to me.**** > > ** ** > > *Common Law Marriage in Oklahoma***** > > The concept of common law marriage is perhaps one of the most > misunderstood than any other area of family law. In its most basic form, > common law marriage is a consensual non-ceremonial marriage between a man > and a woman. It is a matrimonial bond that is formed by the consent of the > parties as opposed to meeting all the state-imposed requirements of a > ceremony and a license. **** > > Common law marriage was well-established as a part of the English common > law and ultimately adopted in Oklahoma by the Territorial Supreme Court in > the case of Reaves v. Reaves, 1905 OK 32, 15 Okla. 240, 82 P. 490 (1905). > The Reaves court held that Oklahoma law requiring a license, witnesses, and > a certificate of marriage are simply directory and not mandatory.1 In > short, ?[A] common law marriage is formed when a ?the minds of the parties > meet in consent at the same time.? 2**** > > Many Oklahomans are under the misconception that by simply living together > for a period of time, a couple has established a common law marriage. That > misconception, however, is untrue. Oklahoma cases identify three elements > which must be proven in order for a common law marriage to exist. Those > elements include: **** > > 1. An actual and mutual agreement between the spouses to be husband > and wife;**** > > 2. A permanent relationship;**** > > 3. An exclusive relationship;**** > > 4. Parties are legally capable of marriage (over 18, opposite sex);** > ** > > 5. Cohabitation as husband and wife (there is a split of authority > on this one); and**** > > 6. Parties hold themselves out publicly as husband and wife (open > mutual assumption of marital duties).**** > > The person seeking to establish a finding of common law marriage has the > burden of proving each of the elements outlined above by a clear and > convincing standard.4**** > > House Bill 2634 recently passed the Oklahoma House of Representatives. > This measure would require that couples undergo a minimum of two hours of > counseling before they can marry. In addition, this bill also abolishes the > concept of common law marriage. With this legislation currently pending, > the future of common law marriage remains uncertain within the State of > Oklahoma. As for now, however, it stands firm as a part of our adoption of > the English common law. **** > > 1 See Reeves v. Reeves, 1905 OK 32, 82 P.2d 490 (Okla. Terr. 1905) 442 *** > * > > 2 Standefer v. Standefer, 2001 OK 37, 26 P.3d 104, quoting Reaves v. > Reaves, 1905 OK 32, 82 P. 490 **** > > 3 Bothwell v. Way, 1914 OK 571, 44 Okla. 555, 145 P. 350 (1914); > Cavanaugh v. Cavanaugh, 1929 OK 101, 135 Okla. 204, 275 P. 315 (1929); Vann > v. Vann, 1939 OK 495, 186 Okla. 42, 96 P.2d 76 (1939); Maxfield v. > Maxfield, 1953 OK 390, 258 P.2d 915 (Okla. 1953). **** > > 4 Maxfield v. Maxfield, 1953 OK 390, 258 P.2d 915, 921 (Okla. 1953). **** > > **** > > At the time this summary was written, House Bill 2634 was pending (2010) > in the Oklahoma legislature. That bill would have outlawed common law > marriages after November 1, 2010. However HB 2634 was not passed or > codified into law, so they are technically still recognized in Oklahoma, > but only because of case law, not statute. **** > > **** > > SO, I would tell your team that CLM?s are still recognized, but that the > burden of proof is on the individuals claiming CLM. They must provide > ?clear and convincing? evidence to satisfy each of the requirements above. This > can be done with evidence such as joint income tax returns, joint financial > accounts, jointly held assets, joint credit, medical records, insurance > records, introductions and comments to third parties, hotel receipts, and > any number of other sources. **** > > ** ** > > ** ** > > Hope it helps.**** > > ** ** > > ** ** > > Tracey Duke**** > > Assoc. Dir., Special Programs**** > > Office of Financial Aid Services**** > > The University of Oklahoma**** > > ** ** > > [image: The University of Oklahoma]**** > > ** ** > > The information contained in the transmission accompanying this notice is > confidential. It is intended only for the use of the individual entity > identified above. If the reader of this message is not the intended > recipient, you are hereby notified that any dissemination or distribution > of the accompanying communication is prohibited.**** > > ** ** > > ** ** > > ** ** > > *From:* oasfaa-bounces at lists.onenet.net [mailto: > oasfaa-bounces at lists.onenet.net] *On Behalf Of *Tami Garcia > *Sent:* Wednesday, August 14, 2013 10:11 AM > *To:* myrna cross > *Cc:* Diana Lee; oasfaa at lists.onenet.net > > *Subject:* Re: [Oasfaa] Difficult verification**** > > ** ** > > I actually found information showing that it does from several "Federal" > sources. > > The NOLO website lists all the states which allow Common Law Marriage and > Oklahoma is listed. There are 16 of them, but some have restrictions like > "Only if before 1/1/97". Oklahoma does not have any restrictions on > theirs. The USCIS website (Homeland Security) also lists Oklahoma as a > state that does recognize Common Law Marriage and defines what is > required. The Department of Labor also lists Oklahoma as a Common Law > Marriage state in their Common Law Marriage Handbook. > > So, I would count them as married and verify them that way.**** > ------------------------------ > > *From: *"myrna cross" > *To: *"Teresa Franklin" > *Cc: *"Diana Lee" , oasfaa at lists.onenet.net > *Sent: *Wednesday, August 14, 2013 9:49:19 AM > *Subject: *Re: [Oasfaa] Difficult verification**** > > I think there is conflicting information and controversy about Common Law > in Oklahoma. I've looked for information several times and find > documentation that says Oklahoma does recognize Common Law and other > sources that says it doesn't.**** > > > **** > > *Myrna Cross***** > > *Director, Financial Aid***** > > *Western Oklahoma State College***** > > *2801 N. Main***** > > *Altus, OK 73521***** > > *580-477-7712***** > > *580-477-7716 fax***** > > ** ** > > On Tue, Aug 13, 2013 at 5:33 PM, Teresa Franklin < > Teresa.Franklin at twsweld.com> wrote:**** > > Oklahoma does not recognize common law anymore. I would say she just needs > to amend the taxes.**** > > **** > > Thanks,**** > > **** > > **** > > *From:* oasfaa-bounces at lists.onenet.net [mailto: > oasfaa-bounces at lists.onenet.net] *On Behalf Of *Financial Aid Director > *Sent:* Tuesday, August 13, 2013 5:21 PM > *To:* Diana Lee > *Cc:* oasfaa at lists.onenet.net > *Subject:* Re: [Oasfaa] Difficult verification**** > > **** > > If they file together as married, then I would verify them as being > married. I think that might be grounds for common law marriage in the State > of OK.**** > > **** > > On Tue, Aug 13, 2013 at 2:41 PM, Diana Lee wrote:**** > > All,**** > > **** > > How would you handle the following situation:**** > > **** > > Student (27 yrs old) and has a baby, and she lives with the baby's daddy. > The problem is that they file their taxes together as married filing > jointly.**** > > **** > > Your thoughts? > > -- **** > > Diana Lee**** > > Director Financial Assistance**** > > NCAA Compliance > Southern Nazarene University > Phone: 405-491-6310 > > "An investment in knowledge always pays the best interest." Ben Franklin > > > > > ***CONFIDENTIALITY*** This e-mail (including any attachments) may > contain confidential, proprietary and privileged information. Any > unauthorized disclosure or use of this information is prohibited. **** > > > > > -- **** > > *Kellye Johnson***** > > *Director of Financial Aid***** > > *Southwestern Christian University***** > > *7210 NW 39th Expressway***** > > *Bethany, OK 73008-2335***** > > *fadirector at swcu.edu***** > > *405-789-7661 ext.3456***** > > *Fax: 405-495-0078***** > > This e-mail and any files transmitted with it are the property of**** > > StrataTech Education Group and/or its affiliates, are**** > > confidential, and are intended solely for the use of the**** > > individual or entity to whom this e-mail is addressed. If you**** > > are not one of the named recipients or otherwise have reason**** > > to believe that you have received this e-mail in error, please**** > > notify the sender and delete this message immediately from**** > > your computer. Any other use, retention, dissemination,**** > > forwarding, printing or copying of this e-mail is strictly**** > > prohibited.**** > > ** ** > > ** ** > > ** ** > -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 44853 bytes Desc: not available URL: From SPrater4 at uco.edu Wed Oct 9 09:07:46 2013 From: SPrater4 at uco.edu (Susan Prater) Date: Wed, 9 Oct 2013 09:07:46 -0500 Subject: [Oasfaa] Difficult verification In-Reply-To: References: <620959094.53535.1376493076330.JavaMail.root@tctc.org> Message-ID: <75671A9DCD21974888C9A2E5E4937B64B250A996F7@EXCHANGE.uco.local> Thanks so much Tracey. Very interesting. Susan Prater Director UCO Student Financial Services 405.974.2300 From: oasfaa-bounces at lists.onenet.net [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Duke, Tracey E. Sent: Tuesday, October 08, 2013 1:48 PM To: Tami Garcia; myrna cross Cc: Diana Lee; oasfaa at lists.onenet.net Subject: Re: [Oasfaa] Difficult verification Hello, Caryn asked me to research this issue and here is what our legal counsel sent to me. Common Law Marriage in Oklahoma The concept of common law marriage is perhaps one of the most misunderstood than any other area of family law. In its most basic form, common law marriage is a consensual non-ceremonial marriage between a man and a woman. It is a matrimonial bond that is formed by the consent of the parties as opposed to meeting all the state-imposed requirements of a ceremony and a license. Common law marriage was well-established as a part of the English common law and ultimately adopted in Oklahoma by the Territorial Supreme Court in the case of Reaves v. Reaves, 1905 OK 32, 15 Okla. 240, 82 P. 490 (1905). The Reaves court held that Oklahoma law requiring a license, witnesses, and a certificate of marriage are simply directory and not mandatory.1 In short, ?[A] common law marriage is formed when a ?the minds of the parties meet in consent at the same time.? 2 Many Oklahomans are under the misconception that by simply living together for a period of time, a couple has established a common law marriage. That misconception, however, is untrue. Oklahoma cases identify three elements which must be proven in order for a common law marriage to exist. Those elements include: 1. An actual and mutual agreement between the spouses to be husband and wife; 2. A permanent relationship; 3. An exclusive relationship; 4. Parties are legally capable of marriage (over 18, opposite sex); 5. Cohabitation as husband and wife (there is a split of authority on this one); and 6. Parties hold themselves out publicly as husband and wife (open mutual assumption of marital duties). The person seeking to establish a finding of common law marriage has the burden of proving each of the elements outlined above by a clear and convincing standard.4 House Bill 2634 recently passed the Oklahoma House of Representatives. This measure would require that couples undergo a minimum of two hours of counseling before they can marry. In addition, this bill also abolishes the concept of common law marriage. With this legislation currently pending, the future of common law marriage remains uncertain within the State of Oklahoma. As for now, however, it stands firm as a part of our adoption of the English common law. 1 See Reeves v. Reeves, 1905 OK 32, 82 P.2d 490 (Okla. Terr. 1905) 442 2 Standefer v. Standefer, 2001 OK 37, 26 P.3d 104, quoting Reaves v. Reaves, 1905 OK 32, 82 P. 490 3 Bothwell v. Way, 1914 OK 571, 44 Okla. 555, 145 P. 350 (1914); Cavanaugh v. Cavanaugh, 1929 OK 101, 135 Okla. 204, 275 P. 315 (1929); Vann v. Vann, 1939 OK 495, 186 Okla. 42, 96 P.2d 76 (1939); Maxfield v. Maxfield, 1953 OK 390, 258 P.2d 915 (Okla. 1953). 4 Maxfield v. Maxfield, 1953 OK 390, 258 P.2d 915, 921 (Okla. 1953). At the time this summary was written, House Bill 2634 was pending (2010) in the Oklahoma legislature. That bill would have outlawed common law marriages after November 1, 2010. However HB 2634 was not passed or codified into law, so they are technically still recognized in Oklahoma, but only because of case law, not statute. SO, I would tell your team that CLM?s are still recognized, but that the burden of proof is on the individuals claiming CLM. They must provide ?clear and convincing? evidence to satisfy each of the requirements above. This can be done with evidence such as joint income tax returns, joint financial accounts, jointly held assets, joint credit, medical records, insurance records, introductions and comments to third parties, hotel receipts, and any number of other sources. Hope it helps. Tracey Duke Assoc. Dir., Special Programs Office of Financial Aid Services The University of Oklahoma [cid:image001.png at 01CEC4CF.04E23110] The information contained in the transmission accompanying this notice is confidential. It is intended only for the use of the individual entity identified above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination or distribution of the accompanying communication is prohibited. From: oasfaa-bounces at lists.onenet.net [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Tami Garcia Sent: Wednesday, August 14, 2013 10:11 AM To: myrna cross Cc: Diana Lee; oasfaa at lists.onenet.net Subject: Re: [Oasfaa] Difficult verification I actually found information showing that it does from several "Federal" sources. The NOLO website lists all the states which allow Common Law Marriage and Oklahoma is listed. There are 16 of them, but some have restrictions like "Only if before 1/1/97". Oklahoma does not have any restrictions on theirs. The USCIS website (Homeland Security) also lists Oklahoma as a state that does recognize Common Law Marriage and defines what is required. The Department of Labor also lists Oklahoma as a Common Law Marriage state in their Common Law Marriage Handbook. So, I would count them as married and verify them that way. ________________________________ From: "myrna cross" > To: "Teresa Franklin" > Cc: "Diana Lee" >, oasfaa at lists.onenet.net Sent: Wednesday, August 14, 2013 9:49:19 AM Subject: Re: [Oasfaa] Difficult verification I think there is conflicting information and controversy about Common Law in Oklahoma. I've looked for information several times and find documentation that says Oklahoma does recognize Common Law and other sources that says it doesn't. Myrna Cross Director, Financial Aid Western Oklahoma State College 2801 N. Main Altus, OK 73521 580-477-7712 580-477-7716 fax On Tue, Aug 13, 2013 at 5:33 PM, Teresa Franklin > wrote: Oklahoma does not recognize common law anymore. I would say she just needs to amend the taxes. Thanks, From: oasfaa-bounces at lists.onenet.net [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Financial Aid Director Sent: Tuesday, August 13, 2013 5:21 PM To: Diana Lee Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] Difficult verification If they file together as married, then I would verify them as being married. I think that might be grounds for common law marriage in the State of OK. On Tue, Aug 13, 2013 at 2:41 PM, Diana Lee > wrote: All, How would you handle the following situation: Student (27 yrs old) and has a baby, and she lives with the baby's daddy. The problem is that they file their taxes together as married filing jointly. Your thoughts? -- Diana Lee Director Financial Assistance NCAA Compliance Southern Nazarene University Phone: 405-491-6310 "An investment in knowledge always pays the best interest." Ben Franklin **CONFIDENTIALITY** This e-mail (including any attachments) may contain confidential, proprietary and privileged information. Any unauthorized disclosure or use of this information is prohibited. -- Kellye Johnson Director of Financial Aid Southwestern Christian University 7210 NW 39th Expressway Bethany, OK 73008-2335 fadirector at swcu.edu 405-789-7661 ext.3456 Fax: 405-495-0078 This e-mail and any files transmitted with it are the property of StrataTech Education Group and/or its affiliates, are confidential, and are intended solely for the use of the individual or entity to whom this e-mail is addressed. If you are not one of the named recipients or otherwise have reason to believe that you have received this e-mail in error, please notify the sender and delete this message immediately from your computer. Any other use, retention, dissemination, forwarding, printing or copying of this e-mail is strictly prohibited. **Bronze+Blue=Green** The University of Central Oklahoma is Bronze, Blue, and Green! Please print this e-mail only if absolutely necessary! **CONFIDENTIALITY** This e-mail (including any attachments) may contain confidential, proprietary and privileged information. Any unauthorized disclosure or use of this information is prohibited. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 44853 bytes Desc: image001.png URL: From Rowdy.Pyle at MCCKC.EDU Wed Oct 9 12:52:59 2013 From: Rowdy.Pyle at MCCKC.EDU (Rowdy.Pyle) Date: Wed, 9 Oct 2013 12:52:59 -0500 Subject: [Oasfaa] Financial Aid Manager Posting at Metropolitan Community Colleges- Kansas City Message-ID: <534F22605E1582459B472347CE293041CE6982C5B6@BR-MSV-6a.MCCKC.AD> October 9, 2013 Dear Financial Aid Professional; I am writing to alert you to an exciting opportunity in Financial Aid leadership at Metropolitan Community College - Blue River. We are conducting a search for our next Student Financial Aid Manager, to help lead our institution into the future. With a new President and an emerging Strategic Plan, we are seeking an experienced financial aid professional, with the desire to lead, innovate and help improve student success and completion. The details of the position, and the application procedures, are available on our website at the following link: https://jobs.mcckc.edu/postings/4114 If you have an interest in the position, please do not hesitate to contact me directly at 816-604-6620. Please feel free to forward this information to colleagues or individuals you know with the potential to serve in this important leadership role with MCC-Blue River. We anticipate screening applicants by the end of October. Thank you. Sincerely; Jon Burke, Ed.D. Dean of Student Development MCC - Blue River -------------- next part -------------- An HTML attachment was scrubbed... URL: From KellyHicks at rsu.edu Mon Oct 14 13:52:18 2013 From: KellyHicks at rsu.edu (Kelly Hicks) Date: Mon, 14 Oct 2013 18:52:18 +0000 Subject: [Oasfaa] Registration for 2013 OASFAA Decentralized Training Message-ID: <31569A312628FC45A3A2759E383B087604E8AB6E@RSUFSMBEXCH.rsu.edu> REMINDER.....Registration is open for 2013 OASFAA Decentralized Training. Please register by October 21st!! You can register here: https://www.surveymonkey.com/s/2013DecentralizedTraining Please join us for an informative day of training on two important topics: Return to Title IV and Organizational Alignment. In addition to Financial Aid staff, we encourage you to invite individuals from your Business/Bursar and Registrar's Offices in particular to attend. The topic for the morning session, presented by OCAP, will be Return to Title IV. The Return to Title IV training will provide attendees with the ability to: * Ensure compliance with the Return of Title IV regulations; * Understand the challenges when working with modules; * Understand the positive effects of campus collaboration; and * Provide opportunities to exchange best practice tips with colleagues. There will plenty of time allowed for discussion and for the exchange of best practice tips. The topic of the afternoon session, also presented by OCAP, is Organizational Alignment. This session will consist of high-level training on Organizational Alignment and will include material on strategic planning, process improvement, staff development, and staff evaluation. Where: TCC's Northeast Campus - Seminar Center. The campus address is 3727 East Apache Street Tulsa, OK 74115-3151. Driving directions: http://www.tulsacc.edu/campuses-and-centers/northeast-campus/driving-directions When: We'll begin at 9:00 am and conclude by 3:30 pm. Lunch will be provided for all attendees. As a reminder, there is no charge for current OASFAA members. If your institution is not a current OASFAA member, the cost is $10 per person. If you haven't yet done so, this would be a good time to renew your OASFAA Membership! Attached to this email is a Membership Application and a letter outlining the benefits of an OASFAA membership. If you have additional questions you can contact Susan Prater, the Membership Committee Chair, at (405) 974-3334 or SPrater4 at uco.edu. The handouts will be emailed to you early next week. Each attendee is responsible for printing their own materials and bringing them to the training. OASFAA is not able to provide printed handouts. If you have questions you can contact Kelly Hicks, Training Chair, at 918.343.7573 or kellyhicks at rsu.edu. Looking forward to seeing you there!! Kelly Hicks|Director of Financial Aid|Rogers State University|P:918-343-7573|F:918-343-7598|kellyhicks at rsu.edu|www.rsu.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: OASFAA Membership Letter 2013-2014.docx Type: application/vnd.openxmlformats-officedocument.wordprocessingml.document Size: 26390 bytes Desc: OASFAA Membership Letter 2013-2014.docx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Copy of OASFAA Membership Application 13-14.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 23672 bytes Desc: Copy of OASFAA Membership Application 13-14.xlsx URL: From jonna.raney at okbu.edu Tue Oct 15 14:03:35 2013 From: jonna.raney at okbu.edu (Jonna Raney) Date: Tue, 15 Oct 2013 15:03:35 -0400 (EDT) Subject: [Oasfaa] Good news for your Tuesday! In-Reply-To: <1517436691.9965903.1381863788271.JavaMail.root@okbu.edu> Message-ID: <1082941354.9966078.1381863815731.JavaMail.root@okbu.edu> In case you missed this on NASFAA news today , I thought I'd share so your day can be as "bright and happy" as mine! :) I mean if we didn't get to change Teach amounts every month (sometimes twice), I would completely run out of things to do! (The Teach change only affects those that have not disbursed their first disb before Oct 1 . Loan fee increases are for loans that disb first disb on or after Dec 1 .) TEACH Grants The sequester changes, beginning on October 1, 2013 , the percentage by which TEACH Grant awards must be reduced as compared to the sequester percentage reduction that became effective last spring. Specifically, TEACH Grant awards where the first disbursement is made on or after October 1, 2013 , must be reduced by 7.2 percent from the original statutory amounts. TEACH Grant awards, where the first disbursement was made after March 1, 2013 and prior to October 1, 2013 , continue to be covered under the FY 2013 sequester and must be reduced by 6.0 percent from the original statutory award amount regardless of when any subsequent disbursement of the award is made. The attachment to this letter includes a table that summarizes this information. Direct Loans As of October 1, 2013 , the sequester increases the origination fees charged to Direct Loan borrowers beyond last year's increases. However, taking into account all of the underlying circumstances, including operational requirements, the new loan fee percentages will apply only with regard to loans where the first disbursement is made on or after December 1, 2013 . The new loan fees are 1.072 percent for Direct Subsidized Loans and Direct Unsubsidized Loans and 4.288 percent for Direct PLUS Loans (both parent and graduate student PLUS Loans). -------------- next part -------------- An HTML attachment was scrubbed... URL: From sbourbeau at osrhe.edu Tue Oct 15 15:26:04 2013 From: sbourbeau at osrhe.edu (Bourbeau, Sharon) Date: Tue, 15 Oct 2013 20:26:04 +0000 Subject: [Oasfaa] October edition of Campus E-Clips Now Available! Message-ID: The October 2013 edition of Campus E-Clips newsletter is now available at http://www.okhighered.org/newsletter. October 2013 stories include: * Remembering ECU's Chris Lane * Connors President Accepted to Harvard Kennedy School Executive Education Program * UCO President Appoints Pope as Vice President for Student Affairs * OSU-Tulsa, OSU-CHS Receive Record Funding from OCAST * Newly Established Rural Health Network at SWOSU Going Strong * Oklahoma Sees Increase in ACT Scores, Moves Closer to National Average * And more... visit www.okhighered.org/newsletter. To receive future e-mail notices of new issues of the Campus E-Clips online newsletter directly, subscribe to the Campus E-Clips listserve at http://lists.onenet.net/mailman/listinfo/campus-news/. Sharon Bourbeau Communications Coordinator II Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, OK 73104-3603 405.225.9182 -------------- next part -------------- An HTML attachment was scrubbed... URL: From myrna.cross at wosc.edu Tue Oct 15 16:49:29 2013 From: myrna.cross at wosc.edu (myrna cross) Date: Tue, 15 Oct 2013 16:49:29 -0500 Subject: [Oasfaa] Good news for your Tuesday! In-Reply-To: <1082941354.9966078.1381863815731.JavaMail.root@okbu.edu> References: <1517436691.9965903.1381863788271.JavaMail.root@okbu.edu> <1082941354.9966078.1381863815731.JavaMail.root@okbu.edu> Message-ID: Jonna, I did notice that last week and it just made my day!!!! :-) We need an IT dept just to support Fin. aid and dept of ed changes!!!! *Myrna Cross* *Director, Financial Aid* *Western Oklahoma State College* *2801 N. Main* *Altus, OK 73521* *580-477-7712* *580-477-7716 fax* On Tue, Oct 15, 2013 at 2:03 PM, Jonna Raney wrote: > In case you missed this on NASFAA news today, I thought I'd share so your > day can be as "bright and happy" as mine! :) I mean if we didn't get to > change Teach amounts every month (sometimes twice), I would completely run > out of things to do! (The Teach change only affects those that have not > disbursed their first disb before Oct 1. Loan fee increases are for > loans that disb first disb on or after Dec 1.) > > *TEACH Grants* > > The sequester changes, beginning on October 1, 2013, the percentage by > which TEACH Grant awards must be reduced as compared to the sequester > percentage reduction that became effective last spring. Specifically, TEACH > Grant awards *where the first disbursement is made on or after October 1, > 2013*, must be reduced by 7.2 percent from the original statutory > amounts. TEACH Grant awards, *where the first disbursement was made after March > 1, 2013 and prior to October 1, 2013*, continue to be covered under the > FY 2013 sequester and must be reduced by 6.0 percent from the original > statutory award amount regardless of when any subsequent disbursement of > the award is made. The attachment to this letter includes a table that > summarizes this information. > > *Direct Loans * > > As of October 1, 2013, the sequester increases the origination fees > charged to Direct Loan borrowers beyond last year's increases. However, > taking into account all of the underlying circumstances, including > operational requirements, the new loan fee percentages will apply only with > regard to loans *where the first disbursement is made on or after December > 1, 2013. *The new loan fees are 1.072 percent for Direct Subsidized > Loans and Direct Unsubsidized Loans and 4.288 percent for Direct PLUS Loans > (both parent and graduate student PLUS Loans). > -------------- next part -------------- An HTML attachment was scrubbed... URL: From karen.jeffers at tulsacc.edu Tue Oct 15 17:59:46 2013 From: karen.jeffers at tulsacc.edu (Karen Jeffers) Date: Tue, 15 Oct 2013 22:59:46 +0000 Subject: [Oasfaa] Pell at two institutions for the same payment period Message-ID: <18E463DB49781D418F00E49843D03E601E2235C9@BY2PRD0411MB404.namprd04.prod.outlook.com> Looking for the collective wisdom of the group! We have a student who began our fall semester on August 19. During the transfer monitoring process we discovered that the student had been paid 50% of the scheduled pell award at another institution in mid-August; therefore, we cancelled all of the federal student aid we had awarded to the student. The other institution has now completed an R2T4 for only a few days of attendance in August and has reduced pell to a very small percentage of the scheduled award. The other school's fall semester also runs August to September. Student is requesting federal aid at our school. In this scenario, can we pay this student pell for the same payment period that other school has completed an R2T4 for? If you could please provide a link or reference to regulatory guidance relevant to this case. Thanks in advance for your help. Karen [cid:image001.jpg at 01CEC9CF.C7837EE0] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 11762 bytes Desc: image001.jpg URL: From mortonr at bacone.edu Fri Oct 18 09:51:28 2013 From: mortonr at bacone.edu (Reba Morton) Date: Fri, 18 Oct 2013 09:51:28 -0500 Subject: [Oasfaa] OASFAA Digest, Vol 113, Issue 9 In-Reply-To: References: Message-ID: <52614AF0.1080207@bacone.edu> How to submit information to you to advertise a position needed in financial aid Thanks On 10/16/2013 12:00 PM, oasfaa-request at lists.onenet.net wrote: > Send OASFAA mailing list submissions to > oasfaa at lists.onenet.net > > To subscribe or unsubscribe via the World Wide Web, visit > http://lists.onenet.net/mailman/listinfo/oasfaa > or, via email, send a message with subject or body 'help' to > oasfaa-request at lists.onenet.net > > You can reach the person managing the list at > oasfaa-owner at lists.onenet.net > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of OASFAA digest..." > > > Today's Topics: > > 1. Good news for your Tuesday! (Jonna Raney) > 2. October edition of Campus E-Clips Now Available! > (Bourbeau, Sharon) > 3. Re: Good news for your Tuesday! (myrna cross) > 4. Pell at two institutions for the same payment period > (Karen Jeffers) > > > ---------------------------------------------------------------------- > > Message: 1 > Date: Tue, 15 Oct 2013 15:03:35 -0400 (EDT) > From: Jonna Raney > To: oasfaa at lists.onenet.net > Subject: [Oasfaa] Good news for your Tuesday! > Message-ID: <1082941354.9966078.1381863815731.JavaMail.root at okbu.edu> > Content-Type: text/plain; charset="utf-8" > > In case you missed this on NASFAA news today , I thought I'd share so your day can be as "bright and happy" as mine! :) I mean if we didn't get to change Teach amounts every month (sometimes twice), I would completely run out of things to do! (The Teach change only affects those that have not disbursed their first disb before Oct 1 . Loan fee increases are for loans that disb first disb on or after Dec 1 .) > > > TEACH Grants > The sequester changes, beginning on October 1, 2013 , the percentage by which TEACH Grant awards must be reduced as compared to the sequester percentage reduction that became effective last spring. Specifically, TEACH Grant awards where the first disbursement is made on or after October 1, 2013 , must be reduced by 7.2 percent from the original statutory amounts. TEACH Grant awards, where the first disbursement was made after March 1, 2013 and prior to October 1, 2013 , continue to be covered under the FY 2013 sequester and must be reduced by 6.0 percent from the original statutory award amount regardless of when any subsequent disbursement of the award is made. The attachment to this letter includes a table that summarizes this information. > Direct Loans > As of October 1, 2013 , the sequester increases the origination fees charged to Direct Loan borrowers beyond last year's increases. However, taking into account all of the underlying circumstances, including operational requirements, the new loan fee percentages will apply only with regard to loans where the first disbursement is made on or after December 1, 2013 . The new loan fees are 1.072 percent for Direct Subsidized Loans and Direct Unsubsidized Loans and 4.288 percent for Direct PLUS Loans (both parent and graduate student PLUS Loans). > -------------- next part -------------- > An HTML attachment was scrubbed... > URL: > > ------------------------------ > > Message: 2 > Date: Tue, 15 Oct 2013 20:26:04 +0000 > From: "Bourbeau, Sharon" > To: Undisclosed recipients: ; > Subject: [Oasfaa] October edition of Campus E-Clips Now Available! > Message-ID: > > Content-Type: text/plain; charset="us-ascii" > > > > The October 2013 edition of Campus E-Clips newsletter is now available at http://www.okhighered.org/newsletter. > > > October 2013 stories include: > > * Remembering ECU's Chris Lane > * Connors President Accepted to Harvard Kennedy School Executive Education Program > * UCO President Appoints Pope as Vice President for Student Affairs > * OSU-Tulsa, OSU-CHS Receive Record Funding from OCAST > * Newly Established Rural Health Network at SWOSU Going Strong > * Oklahoma Sees Increase in ACT Scores, Moves Closer to National Average > * And more... visit www.okhighered.org/newsletter. > > To receive future e-mail notices of new issues of the Campus E-Clips online newsletter directly, subscribe to the Campus E-Clips listserve at http://lists.onenet.net/mailman/listinfo/campus-news/. > > > > Sharon Bourbeau > Communications Coordinator II > Oklahoma State Regents for Higher Education > 655 Research Parkway, Suite 200 > Oklahoma City, OK 73104-3603 > 405.225.9182 > > -------------- next part -------------- > An HTML attachment was scrubbed... > URL: > > ------------------------------ > > Message: 3 > Date: Tue, 15 Oct 2013 16:49:29 -0500 > From: myrna cross > To: Jonna Raney > Cc: "oasfaa at lists.onenet.net" > Subject: Re: [Oasfaa] Good news for your Tuesday! > Message-ID: > > Content-Type: text/plain; charset="iso-8859-1" > > Jonna, > I did notice that last week and it just made my day!!!! :-) We need an > IT dept just to support Fin. aid and dept of ed changes!!!! > > > *Myrna Cross* > *Director, Financial Aid* > *Western Oklahoma State College* > *2801 N. Main* > *Altus, OK 73521* > *580-477-7712* > *580-477-7716 fax* > > > On Tue, Oct 15, 2013 at 2:03 PM, Jonna Raney wrote: > >> In case you missed this on NASFAA news today, I thought I'd share so your >> day can be as "bright and happy" as mine! :) I mean if we didn't get to >> change Teach amounts every month (sometimes twice), I would completely run >> out of things to do! (The Teach change only affects those that have not >> disbursed their first disb before Oct 1. Loan fee increases are for >> loans that disb first disb on or after Dec 1.) >> >> *TEACH Grants* >> >> The sequester changes, beginning on October 1, 2013, the percentage by >> which TEACH Grant awards must be reduced as compared to the sequester >> percentage reduction that became effective last spring. Specifically, TEACH >> Grant awards *where the first disbursement is made on or after October 1, >> 2013*, must be reduced by 7.2 percent from the original statutory >> amounts. TEACH Grant awards, *where the first disbursement was made after March >> 1, 2013 and prior to October 1, 2013*, continue to be covered under the >> FY 2013 sequester and must be reduced by 6.0 percent from the original >> statutory award amount regardless of when any subsequent disbursement of >> the award is made. The attachment to this letter includes a table that >> summarizes this information. >> >> *Direct Loans * >> >> As of October 1, 2013, the sequester increases the origination fees >> charged to Direct Loan borrowers beyond last year's increases. However, >> taking into account all of the underlying circumstances, including >> operational requirements, the new loan fee percentages will apply only with >> regard to loans *where the first disbursement is made on or after December >> 1, 2013. *The new loan fees are 1.072 percent for Direct Subsidized >> Loans and Direct Unsubsidized Loans and 4.288 percent for Direct PLUS Loans >> (both parent and graduate student PLUS Loans). >> > -------------- next part -------------- > An HTML attachment was scrubbed... > URL: > > ------------------------------ > > Message: 4 > Date: Tue, 15 Oct 2013 22:59:46 +0000 > From: Karen Jeffers > To: "oasfaa at lists.onenet.net" > Subject: [Oasfaa] Pell at two institutions for the same payment period > Message-ID: > <18E463DB49781D418F00E49843D03E601E2235C9 at BY2PRD0411MB404.namprd04.prod.outlook.com> > > Content-Type: text/plain; charset="us-ascii" > > Looking for the collective wisdom of the group! > > We have a student who began our fall semester on August 19. During the transfer monitoring process we discovered that the student had been paid 50% of the scheduled pell award at another institution in mid-August; therefore, we cancelled all of the federal student aid we had awarded to the student. The other institution has now completed an R2T4 for only a few days of attendance in August and has reduced pell to a very small percentage of the scheduled award. The other school's fall semester also runs August to September. Student is requesting federal aid at our school. In this scenario, can we pay this student pell for the same payment period that other school has completed an R2T4 for? If you could please provide a link or reference to regulatory guidance relevant to this case. > > Thanks in advance for your help. > > Karen > > [cid:image001.jpg at 01CEC9CF.C7837EE0] > > -------------- next part -------------- > An HTML attachment was scrubbed... > URL: > -------------- next part -------------- > A non-text attachment was scrubbed... > Name: image001.jpg > Type: image/jpeg > Size: 11762 bytes > Desc: image001.jpg > URL: > > ------------------------------ > > _______________________________________________ > OASFAA mailing list > OASFAA at lists.onenet.net > http://lists.onenet.net/mailman/listinfo/oasfaa > > End of OASFAA Digest, Vol 113, Issue 9 > ************************************** From hcase at occc.edu Fri Oct 18 10:29:03 2013 From: hcase at occc.edu (Case, Harold) Date: Fri, 18 Oct 2013 15:29:03 +0000 Subject: [Oasfaa] Position Opening : Director of Financial Aid Message-ID: <14A14E254A2BB24ABB75AE20199316CD57700367@MBXsvr1.occc.edu> Oklahoma City Community College has an opening for a Director of Financial Aid. This position reports to the Vice President for Enrollment and Student Services. Interested financial aid professionals should go to www.occcjobs.com to view the detailed description and associated information. -------------- next part -------------- An HTML attachment was scrubbed... URL: From KellyHicks at rsu.edu Mon Oct 21 11:50:18 2013 From: KellyHicks at rsu.edu (Kelly Hicks) Date: Mon, 21 Oct 2013 16:50:18 +0000 Subject: [Oasfaa] LAST REMINDER: Registration for 2013 OASFAA Decentralized Training Message-ID: <31569A312628FC45A3A2759E383B087604E94050@RSUFSMBEXCH.rsu.edu> Final reminder to register (and/or renew membership). Thanks! Kelly Hicks|Director of Financial Aid|Rogers State University|P:918-343-7573|F:918-343-7598|kellyhicks at rsu.edu|www.rsu.edu From: Kelly Hicks Sent: Monday, October 14, 2013 1:52 PM To: 'oasfaa at lists.onenet.net' Subject: Registration for 2013 OASFAA Decentralized Training REMINDER.....Registration is open for 2013 OASFAA Decentralized Training. Please register by 5:00 pm October 21st!! You can register here: https://www.surveymonkey.com/s/2013DecentralizedTraining Please join us for an informative day of training on two important topics: Return to Title IV and Organizational Alignment. In addition to Financial Aid staff, we encourage you to invite individuals from your Business/Bursar and Registrar's Offices in particular to attend. The topic for the morning session, presented by OCAP, will be Return to Title IV. The Return to Title IV training will provide attendees with the ability to: * Ensure compliance with the Return of Title IV regulations; * Understand the challenges when working with modules; * Understand the positive effects of campus collaboration; and * Provide opportunities to exchange best practice tips with colleagues. There will plenty of time allowed for discussion and for the exchange of best practice tips. The topic of the afternoon session, also presented by OCAP, is Organizational Alignment. This session will consist of high-level training on Organizational Alignment and will include material on strategic planning, process improvement, staff development, and staff evaluation. Where: TCC's Northeast Campus - Seminar Center. The campus address is 3727 East Apache Street Tulsa, OK 74115-3151. Driving directions: http://www.tulsacc.edu/campuses-and-centers/northeast-campus/driving-directions When: We'll begin at 9:00 am and conclude by 3:30 pm. Lunch will be provided for all attendees. As a reminder, there is no charge for current OASFAA members. If your institution is not a current OASFAA member, the cost is $10 per person. If you haven't yet done so, this would be a good time to renew your OASFAA Membership! Attached to this email is a Membership Application and a letter outlining the benefits of an OASFAA membership. If you have additional questions you can contact Susan Prater, the Membership Committee Chair, at (405) 974-3334 or SPrater4 at uco.edu. The handouts will be emailed to you early next week. Each attendee is responsible for printing their own materials and bringing them to the training. OASFAA is not able to provide printed handouts. If you have questions you can contact Kelly Hicks, Training Chair, at 918.343.7573 or kellyhicks at rsu.edu. Looking forward to seeing you there!! Kelly Hicks|Director of Financial Aid|Rogers State University|P:918-343-7573|F:918-343-7598|kellyhicks at rsu.edu|www.rsu.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: OASFAA Membership Letter 2013-2014.docx Type: application/vnd.openxmlformats-officedocument.wordprocessingml.document Size: 26390 bytes Desc: OASFAA Membership Letter 2013-2014.docx URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Copy of OASFAA Membership Application 13-14.xlsx Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet Size: 23672 bytes Desc: Copy of OASFAA Membership Application 13-14.xlsx URL: From myrna.cross at wosc.edu Mon Oct 21 16:33:12 2013 From: myrna.cross at wosc.edu (myrna cross) Date: Mon, 21 Oct 2013 16:33:12 -0500 Subject: [Oasfaa] Student Loan Specialist Message-ID: We have an opening in our office. See our website for the job posting. www.wosc.edu and look under about WOSC/Job Opportunities *Myrna Cross* *Director, Financial Aid* *Western Oklahoma State College* *2801 N. Main* *Altus, OK 73521* *580-477-7712* *580-477-7716 fax* -------------- next part -------------- An HTML attachment was scrubbed... URL: From SPrater4 at uco.edu Wed Oct 23 13:11:16 2013 From: SPrater4 at uco.edu (Susan Prater) Date: Wed, 23 Oct 2013 13:11:16 -0500 Subject: [Oasfaa] FW: [swasfaaL] Awards for SWASFAA Conference In-Reply-To: <20131018164828.37371.qmail@ibughas.pair.com> References: <20131018164828.37371.qmail@ibughas.pair.com> Message-ID: <75671A9DCD21974888C9A2E5E4937B64B250ED793E@EXCHANGE.uco.local> Good Afternoon OASFAA, Please see the email reminder below regarding SWASFAA retiree notification and email Lisa Blazer. Thanks. Susan Prater Director UCO Student Financial Services 405.974.2300 -----Original Message----- From: swasfaal-bounces at swasfaa.org [mailto:swasfaal-bounces at swasfaa.org] On Behalf Of swasfaal at swasfaa.org Sent: Friday, October 18, 2013 11:48 AM To: swasfaal at swasfaa.org Subject: [swasfaaL] Awards for SWASFAA Conference Subject: Awards for SWASFAA Conference List: swasfaaL Date: October 18, 2013 From: Lisa Blazer lisa.blazer at utsa.edu ------------------------- Hello everyone, We are gearing up for the annual fall conference. If you are retiring before 2013 or you know of someone who has already retired this year or is planning to retire from financial aid by the end of 2013, please send me their name, institution and date of retirement. We want to acknowledge all of our retirees and their service to SWASFAA and the financial aid industry. You can email me the information at lisa.blazer at utsa.edu. Thanks so much and I hope to see everyone in a few weeks at the conference! Lisa ------------------------------------------- REPLY: To reply to the person sending this message, use the email address in the 'From' section of message above. Messages replied back to this list will be discarded. POST/MANAGE SUBSCRIPTION: To post a message to this list go to http://www.swasfaa.org. Select 'Listserv' in the 'Member Services' section and follow the instructions for posting or managing your subscription. You will be asked for your SWASFAA username and password. QUESTIONS: Contact support at swasfaa.org ------------------------------------------- **Bronze+Blue=Green** The University of Central Oklahoma is Bronze, Blue, and Green! Please print this e-mail only if absolutely necessary! **CONFIDENTIALITY** This e-mail (including any attachments) may contain confidential, proprietary and privileged information. Any unauthorized disclosure or use of this information is prohibited. From KellyHicks at rsu.edu Fri Oct 25 12:09:14 2013 From: KellyHicks at rsu.edu (Kelly Hicks) Date: Fri, 25 Oct 2013 17:09:14 +0000 Subject: [Oasfaa] Teri Cochran's mother Message-ID: <31569A312628FC45A3A2759E383B087604E9C62F@RSUFSMBEXCH.rsu.edu> I just want to send a quick email to let everyone know that Teri's mother had surgery earlier this week and is in St. Francis Hospital in Tulsa. Teri left Decentralized Training early yesterday morning after she received a phone call informing her that her mother's condition had worsened. While her mother's condition is better today, please keep Teri, her mother and her family in your thoughts and prayers. Kelly Hicks|Director of Financial Aid|Rogers State University|P:918-343-7573|F:918-343-7598|kellyhicks at rsu.edu|www.rsu.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: From cpacheco at ou.edu Thu Oct 31 12:07:09 2013 From: cpacheco at ou.edu (Pacheco, Caryn L.) Date: Thu, 31 Oct 2013 17:07:09 +0000 Subject: [Oasfaa] Happy Halloween Message-ID: <1E1F49ABBD3E6B44B42C49D4FF7FDA6A01024D3E86@IT-AIRSTORM.sooner.net.ou.edu> I know that the list serve is for business purposes - but I just couldn't resist this one! [cid:image001.jpg at 01CED631.1F022960] Caryn -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 71219 bytes Desc: image001.jpg URL: From Pamela-Jordan at ouhsc.edu Thu Oct 31 12:30:58 2013 From: Pamela-Jordan at ouhsc.edu (Jordan, Pamela G. (HSC)) Date: Thu, 31 Oct 2013 12:30:58 -0500 Subject: [Oasfaa] Happy Halloween In-Reply-To: <1E1F49ABBD3E6B44B42C49D4FF7FDA6A01024D3E86@IT-AIRSTORM.sooner.net.ou.edu> References: <1E1F49ABBD3E6B44B42C49D4FF7FDA6A01024D3E86@IT-AIRSTORM.sooner.net.ou.edu> Message-ID: This is great! Pam From: oasfaa-bounces at lists.onenet.net [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Pacheco, Caryn L. Sent: Thursday, October 31, 2013 12:07 PM To: oasfaa at lists.onenet.net Subject: [Oasfaa] Happy Halloween I know that the list serve is for business purposes - but I just couldn't resist this one! [cid:image001.jpg at 01CED635.0D7475F0] Caryn -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 71219 bytes Desc: image001.jpg URL: