[Oasfaa] Waiving of Verification

Danielle Wellman danielle.wellman at okbu.edu
Wed Jul 21 16:02:30 CDT 2021


I'm curious if other schools have "pulled the trigger" on beginning to waive and deactivate verifications for 2122 (with the exception of those in V4, V5, or with comment codes)? We have populated our lists and I believe are ready to start the process, but just interested to know if others have or if you are waiting for any unanswered questions to be answered first. I'm always a little nervous to start and then have new guidance roll out! But also don't want to wait too long with the semester starting soon.


[Oklahoma Baptist University]
Danielle Wellman

Director of Student Financial Services

500 West University, OBU Box 61242 Shawnee, OK 74804

Website: okbu.edu
Phone: 405.585.5020
Fax: 405.585.5030


________________________________
From: OASFAA <oasfaa-bounces at lists.onenet.net> on behalf of oasfaa-request at lists.onenet.net <oasfaa-request at lists.onenet.net>
Sent: Wednesday, July 21, 2021 12:00 PM
To: oasfaa at lists.onenet.net <oasfaa at lists.onenet.net>
Subject: OASFAA Digest, Vol 206, Issue 8

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Today's Topics:

   1. NCAA Permitting College Athletes to Profit Off of Name,
      Image, and Likeness Comes With Questions for Financial Aid
      Offices (Boyd, Lori)
   2. Isakson and Roe Section 1018 (Teri Cochran)
   3. Re: Isakson and Roe Section 1018 (Paula Michael)
   4. Re: Isakson and Roe Section 1018 (Audra Main)
   5. Re: Isakson and Roe Section 1018 (Laura Coponiti)
   6. FW: Isakson and Roe, Section 1018 Requirements Effective
      August 1, 2021 (Laura Coponiti)
   7. Re: Isakson and Roe Section 1018 (Burnett, Bradley T.)
   8. FW:  ED Announces Changes to Verification Process for the
      2021–22 Award Year (Boyd, Lori)


----------------------------------------------------------------------

Message: 1
Date: Wed, 21 Jul 2021 12:32:52 +0000
From: "Boyd, Lori" <lori.boyd at okstate.edu>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] NCAA Permitting College Athletes to Profit Off of
        Name, Image, and Likeness Comes With Questions for Financial Aid
        Offices
Message-ID:
        <SN6PR03MB4222E237195ECEDA9C49348BF5E39 at SN6PR03MB4222.namprd03.prod.outlook.com>

Content-Type: text/plain; charset="utf-8"

NCAA Permitting College Athletes to Profit Off of Name, Image, and Likeness Comes With Questions for Financial Aid Offices<https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fnasfaa.informz.net%2Fz%2FcjUucD9taT0xMDEyNzUyMyZwPTEmdT0xMDA3MDA3NjE0JmxpPTg4MjI5NDQ2%2Findex.html&data=04%7C01%7Clori.boyd%40okstate.edu%7C8a02fbe680b841db4a4b08d94c3f97cc%7C2a69c91de8494e34a230cdf8b27e1964%7C0%7C0%7C637624658451630308%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=6niPJVw8IZ%2FBFOd%2BQXG6Cx%2Fyod0ErXThGP9jEwvt2OY%3D&reserved=0>

Following a recent Supreme Court ruling that prompted a National Collegiate Athletic Association (NCAA) policy change allowing college athletes to make money from selling the rights to their names, images and likenesses (NIL), many in the financial aid community are left wondering how the seismic shift in the world of college athletics will impact students' financial aid and grants. How the issue intersects with Title IV aid rules such as cost of attendance, professional judgment, estimated financial assistance, and income on the FAFSA, is top of mind for financial aid administrators in recent weeks.




[cid:image001.png at 01D5373C.65A18FB0]<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.okstate.edu%2F&data=02%7C01%7Clori.boyd%40okstate.edu%7Cfcfeed9a6b784060435408d715e51342%7C2a69c91de8494e34a230cdf8b27e1964%7C0%7C0%7C637001945918207338&sdata=%2BDg8VmxLrfRa2Pl%2BEOEPX7il6X1boaRSTQT0V%2BWSErk%3D&reserved=0>
LORI BOYD
ASSISTANT DIRECTOR OF
FISCAL OPERATIONS

Office of Scholarships and Financial Aid
405.744.8730 * 119 Student Union * finaid.okstate.edu<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.okstate.edu%2Fscholarships-financial-aid%2Findex.html&data=02%7C01%7Clori.boyd%40okstate.edu%7Cfcfeed9a6b784060435408d715e51342%7C2a69c91de8494e34a230cdf8b27e1964%7C0%7C0%7C637001945918217346&sdata=BwzGz5gMsxJvdRDVhin%2BcD78kNgHFZrYqLK4pdlTeTw%3D&reserved=0>
[cid:image010.png at 01D5373D.52894C00]<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.okstate.edu%2F&data=02%7C01%7Clori.boyd%40okstate.edu%7Cfcfeed9a6b784060435408d715e51342%7C2a69c91de8494e34a230cdf8b27e1964%7C0%7C0%7C637001945918227355&sdata=e39Gdr6Th679CJptxOjgoOdvAYLG9g2h2Kkp08RfoRY%3D&reserved=0>


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Message: 2
Date: Wed, 21 Jul 2021 08:28:46 -0500
From: Teri Cochran <cochrant at nsuok.edu>
To: oasfaa at lists.onenet.net
Subject: [Oasfaa] Isakson and Roe Section 1018
Message-ID:
        <CAC7S9O=N_gk9G3zQ6UYQ2XTgTJkGBQa-Cn3dcYpULvf43P5HbA at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"

I would be interested to hear how schools are handling these new disclosure
requirements.

Has anyone applied for the waiver of these requirements and if so where did
you find the waiver?

Thanks in advance,
Teri

--
Teri Cochran, Ed.D
Director of Student Financial Services
Northeastern State University
715 N Grand Ave
Tahlequah, OK 74464

918-444-3456

*NEVER SEND SENSITIVE INFORMATION SUCH AS SOCIAL SECURITY NUMBERS VIA EMAIL*.



This electronic mail transmission ("EMT") and any attached documents may
contain confidential and privileged information.  Such information is
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intended to be sent.  Any printing, disclosure, reproduction, distribution
or taking of action based on the information herein by other than the
intended recipient(s) is strictly prohibited.  If you believe you have
received this EMT in error, please notify me the sender by telephone or via
return e-mail and delete this e-mail from your system.  Thank You.



<https://www.youtube.com/watch?v=jPq_KYf0YMM&authuser=0>
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Message: 3
Date: Wed, 21 Jul 2021 08:31:41 -0500
From: Paula Michael <pnewey at mscok.edu>
To: Teri Cochran <cochrant at nsuok.edu>
Cc: oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] Isakson and Roe Section 1018
Message-ID:
        <CADxWwwWuoTp6XbkEZWkWYeGEHL1-Wc0wBGZnstu_rBzPYzUr7g at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"

Interested as well!

On Wed, Jul 21, 2021 at 8:29 AM Teri Cochran <cochrant at nsuok.edu> wrote:

> I would be interested to hear how schools are handling these new
> disclosure requirements.
>
> Has anyone applied for the waiver of these requirements and if so where
> did you find the waiver?
>
> Thanks in advance,
> Teri
>
> --
> Teri Cochran, Ed.D
> Director of Student Financial Services
> Northeastern State University
> 715 N Grand Ave
> Tahlequah, OK 74464
>
> 918-444-3456
>
> *NEVER SEND SENSITIVE INFORMATION SUCH AS SOCIAL SECURITY NUMBERS VIA
> EMAIL*.
>
>
> This electronic mail transmission ("EMT") and any attached documents may
> contain confidential and privileged information.  Such information is
> intended solely for the use of the individual(s) to whom this EMT was
> intended to be sent.  Any printing, disclosure, reproduction, distribution
> or taking of action based on the information herein by other than the
> intended recipient(s) is strictly prohibited.  If you believe you have
> received this EMT in error, please notify me the sender by telephone or
> via
> return e-mail and delete this e-mail from your system.  Thank You.
>
>
>
> <https://www.youtube.com/watch?v=jPq_KYf0YMM&authuser=0>
>
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Message: 4
Date: Wed, 21 Jul 2021 13:41:39 +0000
From: Audra Main <Audra.Main at mntc.edu>
To: Teri Cochran <cochrant at nsuok.edu>, "oasfaa at lists.onenet.net"
        <oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] Isakson and Roe Section 1018
Message-ID:
        <DM6PR07MB823424CAB2D4AD54FC3862BFF2E39 at DM6PR07MB8234.namprd07.prod.outlook.com>

Content-Type: text/plain; charset="utf-8"

The WAVES virtual conference is going on right now.  There is a session this afternoon about Isakson and Roe, you can register here<https://web.cvent.com/event/175e49c0-2ab2-40f9-be91-03112dc2aaa1/summary>.

Not sure what they will discuss, but thought I would put this out there.

Audra Main, MLS
Financial Aid Coordinator
Moore Norman Technology Center
(405) 801-5046
(405) 561-4167
www.mntc.edu<http://www.mntc.edu/>
[mntc_4c_sec_rgb]


From: OASFAA <oasfaa-bounces at lists.onenet.net> On Behalf Of Teri Cochran
Sent: Wednesday, July 21, 2021 8:29 AM
To: oasfaa at lists.onenet.net
Subject: [Oasfaa] Isakson and Roe Section 1018

I would be interested to hear how schools are handling these new disclosure requirements.

Has anyone applied for the waiver of these requirements and if so where did you find the waiver?

Thanks in advance,
Teri

--
Teri Cochran, Ed.D
Director of Student Financial Services
Northeastern State University
715 N Grand Ave
Tahlequah, OK 74464

918-444-3456
NEVER SEND SENSITIVE INFORMATION SUCH AS SOCIAL SECURITY NUMBERS VIA EMAIL.


This electronic mail transmission ("EMT") and any attached documents may
contain confidential and privileged information.  Such information is
intended solely for the use of the individual(s) to whom this EMT was
intended to be sent.  Any printing, disclosure, reproduction, distribution
or taking of action based on the information herein by other than the
intended recipient(s) is strictly prohibited.  If you believe you have
received this EMT in error, please notify me the sender by telephone or via
return e-mail and delete this e-mail from your system.  Thank You.

<https://www.youtube.com/watch?v=jPq_KYf0YMM&authuser=0>


<https://www.youtube.com/watch?v=jPq_KYf0YMM&authuser=0>


<https://www.youtube.com/watch?v=jPq_KYf0YMM&authuser=0>

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Message: 5
Date: Wed, 21 Jul 2021 13:48:14 +0000
From: Laura Coponiti <lcoponiti at usao.edu>
To: Teri Cochran <cochrant at nsuok.edu>, "oasfaa at lists.onenet.net"
        <oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] Isakson and Roe Section 1018
Message-ID:
        <SA0PR11MB45734D5AEB48721CEA0C35CACDE39 at SA0PR11MB4573.namprd11.prod.outlook.com>

Content-Type: text/plain; charset="utf-8"

Our Registrar applied for the waiver yesterday.  We are hoping that between now and next year there is better guidance and hopefully they will loosen up a little.

Laura Coponiti
Dean of Enrollment Management<https://usao.edu/directory/laura-coponiti.html>
Troutt 112
University of Science and Arts of Oklahoma<http://usao.edu/>

1727 West Alabama
Chickasha, OK 73018
405-574-1350 (office)
405-574-1220 (fax)

[cid:image001.png at 01D77E0D.2D3631C0]

From: OASFAA <oasfaa-bounces at lists.onenet.net> On Behalf Of Teri Cochran
Sent: Wednesday, July 21, 2021 8:29 AM
To: oasfaa at lists.onenet.net
Subject: [Oasfaa] Isakson and Roe Section 1018

I would be interested to hear how schools are handling these new disclosure requirements.

Has anyone applied for the waiver of these requirements and if so where did you find the waiver?

Thanks in advance,
Teri

--
Teri Cochran, Ed.D
Director of Student Financial Services
Northeastern State University
715 N Grand Ave
Tahlequah, OK 74464

918-444-3456
NEVER SEND SENSITIVE INFORMATION SUCH AS SOCIAL SECURITY NUMBERS VIA EMAIL.


This electronic mail transmission ("EMT") and any attached documents may
contain confidential and privileged information.  Such information is
intended solely for the use of the individual(s) to whom this EMT was
intended to be sent.  Any printing, disclosure, reproduction, distribution
or taking of action based on the information herein by other than the
intended recipient(s) is strictly prohibited.  If you believe you have
received this EMT in error, please notify me the sender by telephone or via
return e-mail and delete this e-mail from your system.  Thank You.

<https://www.youtube.com/watch?v=jPq_KYf0YMM&authuser=0>


<https://www.youtube.com/watch?v=jPq_KYf0YMM&authuser=0>


<https://www.youtube.com/watch?v=jPq_KYf0YMM&authuser=0>

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Message: 6
Date: Wed, 21 Jul 2021 14:05:53 +0000
From: Laura Coponiti <lcoponiti at usao.edu>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] FW: Isakson and Roe, Section 1018 Requirements
        Effective August 1, 2021
Message-ID:
        <SA0PR11MB4573D6F225EBEA7B96BDB042CDE39 at SA0PR11MB4573.namprd11.prod.outlook.com>

Content-Type: text/plain; charset="iso-8859-1"

All,

I had a few people ask where and how do you do the waiver, below is the information that my Registrar sent me.


Laura Coponiti
Dean of Enrollment Management<https://usao.edu/directory/laura-coponiti.html>
Troutt 112
University of Science and Arts of Oklahoma<http://usao.edu/>

1727 West Alabama
Chickasha, OK 73018
405-574-1350 (office)
405-574-1220 (fax)

[cid:image002.png at 01D77E0F.A614F700]





What do you need to do?

Schools must satisfy the requirements of section 1018 by August 1, 2021. If your school will not be able to satisfy the requirements of the section by that date, you must apply for a waiver by August 1, 2021. Once you have submitted a waiver request, your school will be in a "pending waiver decision" status. No adverse action under section 1018 will occur while your request for a waiver is pending a decision from VA. If your waiver request is decided favorably, it will be for a period not to exceed one year beginning on August 1, 2021. If your waiver request is decided unfavorably, it will be referred to the State Approving Agency and a caution flag will be added to the GI Bill comparison tool.

How do I request a waiver?

You can request a waiver by submitting an email to SECTION1018.VBACO at va.gov<mailto:SECTION1018.VBACO at va.gov>.The body of the email must contain the following information:

  1.  School name.
  2.  Facility Code.
  3.  Name of the institution's requesting official and contact information.
  4.  Name of institution's responsible deciding official with the authority to request such a waiver on behalf of the institution and contact information.
  5.  Justification for the waiver (choose one of the following):
     *   Currently unable to provide the personalized shopping sheet.
     *   Currently unable to provide availability of federal financial aid not administered by VA, offered by the institution or to alert the individual of the potential eligibility for other federal financial aid before packaging or arranging student loans or alternative financing.
     *   Other: [provide a brief description of the section and specific provisions in which the institution is unable to meet and the reason in which the institution is unable to meet the prescribed requirements] (limit your description to 250 characters or less).
  6.  The specific actions the institution will take to become compliant with these requirements within this academic year (limit your description to 3000 characters).
  7.  The timeframe and milestones in which the institution expects to become compliant with these requirements. The maximum allowable timeframe is one academic year (i.e., you must execute a plan to comply by August 1, 2022).

To be considered for a waiver, you must provide each of the 7 elements above.  Failure to provide any of the elements could result in your institution's waiver request being denied until you submit the missing elements.

Submitted waiver requests will receive a decision from VA within 60 to 90 days of August 1, 2021.




CAUTION: This email originated from outside of USAO, and/or from an unknown/non-trusted domain. Do NOT click on links or open attachments UNLESS you recognize the sender and know the content is safe.




Click to edit this placeholder text.
[Seal of the US Department of Veterans Affairs]

Greetings School Certifying Official,

Section 1018 of  Public Law 116-315<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Flnks.gd%2Fl%2FeyJhbGciOiJIUzI1NiJ9.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.eMfxovEUTKpFJryxfMrRDk3d2-0d5n8fLNRrHiVCxek%2Fs%2F899310291%2Fbr%2F109246931732-l&data=04%7C01%7Clcoponiti%40usao.edu%7Ccbc034aa59e14c0171b208d94c4fff00%7Ca9a2fb6dd12744a7ad1997f389f38c11%7C0%7C0%7C637624728734088880%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=%2FZ6ekEXcWxcQ03HlH9kAYoeGq%2FyfsX3ITF4sX%2BbKwBE%3D&reserved=0>, Johnny Isakson and David P. Roe, M.D. Veterans Health Care and Benefits Improvement Act of 2020, adds new requirements for educational institutions participating in the educational assistance programs of the Department of Veterans Affairs (VA). These new provisions became effective June 15, 2021 and will apply to Institutions of Higher Learning and Non-College Degree institutions beginning August 1, 2021. Many of the requirements are consistent with the requirements of the Principles of Excellence, currently in Executive Order 13607<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Flnks.gd%2Fl%2FeyJhbGciOiJIUzI1NiJ9.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.MqcnAc6goM3buOFmzljcxETbCxFXkaAy8HesK4EIMuM%2Fs%2F899310291%2Fbr%2F109246931732-l&data=04%7C01%7Clcoponiti%40usao.edu%7Ccbc034aa59e14c0171b208d94c4fff00%7Ca9a2fb6dd12744a7ad1997f389f38c11%7C0%7C0%7C637624728734098831%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=Q9rgGr5axf9%2BM%2FeHDZkDzHu43VUbrBGVlKjAZO4NbII%3D&reserved=0>; however, there are requirements in addition to those embodied in the Principles of Excellence which schools must also satisfy to maintain approval for GI Bill® participation.

What do you need to do?

Schools must satisfy the requirements of section 1018 by August 1, 2021. If your school will not be able to satisfy the requirements of the section by that date, you must apply for a waiver by August 1, 2021. Once you have submitted a waiver request, your school will be in a "pending waiver decision" status. No adverse action under section 1018 will occur while your request for a waiver is pending a decision from VA. If your waiver request is decided favorably, it will be for a period not to exceed one year beginning on August 1, 2021. If your waiver request is decided unfavorably, it will be referred to the State Approving Agency and a caution flag will be added to the GI Bill comparison tool.

How do I request a waiver?

You can request a waiver by submitting an email to SECTION1018.VBACO at va.gov<mailto:SECTION1018.VBACO at va.gov>.The body of the email must contain the following information:

  1.  School name.
  2.  Facility Code.
  3.  Name of the institution's requesting official and contact information.
  4.  Name of institution's responsible deciding official with the authority to request such a waiver on behalf of the institution and contact information.
  5.  Justification for the waiver (choose one of the following):
     *   Currently unable to provide the personalized shopping sheet.
     *   Currently unable to provide availability of federal financial aid not administered by VA, offered by the institution or to alert the individual of the potential eligibility for other federal financial aid before packaging or arranging student loans or alternative financing.
     *   Other: [provide a brief description of the section and specific provisions in which the institution is unable to meet and the reason in which the institution is unable to meet the prescribed requirements] (limit your description to 250 characters or less).
  6.  The specific actions the institution will take to become compliant with these requirements within this academic year (limit your description to 3000 characters).
  7.  The timeframe and milestones in which the institution expects to become compliant with these requirements. The maximum allowable timeframe is one academic year (i.e., you must execute a plan to comply by August 1, 2022).

To be considered for a waiver, you must provide each of the 7 elements above.  Failure to provide any of the elements could result in your institution's waiver request being denied until you submit the missing elements.

Submitted waiver requests will receive a decision from VA within 60 to 90 days of August 1, 2021.

What is Section 1018?

Section 1018 codifies in statute the following requirements:

Section 1:

  *   Schools must provide a covered individual (a student using benefits under chapter 30, 31, 32, 33, or 35 of title 38, U.S.C., or chapter 1606 of title 10, U.S.C.) with a personalized shopping sheet that contains:
     *   Estimated total cost of the course that includes tuition, fees, books, supplies and any other additional costs.
     *   Estimated cost of living expenses.
     *   Amount of costs above that are covered by VA Education Benefits.
     *   Other types of Federal financial aid, not administered by VA that is offered by the institution, that the individual may be qualified to receive.
     *   Estimated amount of student loan debt the individual would have upon graduation.
     *   Information regarding graduation rates.
     *   Information regarding job-placement rates for graduates, if available.
     *   Information regarding the acceptance of transfer credits including military credits.
     *   Any additional requirements including training, experience, or examinations that are required to obtain a license, certification or approval for which the course of education prepares the individual.
     *   Other information to facilitate comparison by the individual about aid packages offered by different educational institutions.
  *   Personalized shopping sheets must be provided within 15 days after tuition and fees are determined for the academic year if there is a change.
  *   Schools must maintain policies that:
     *   Inform an enrolled covered individual of the availability of federal financial aid, not administered by VA that is offered by the institution.
     *   Alert the individual of the potential eligibility for other federal financial aid before packaging or arranging student loans or alternative financing.
     *   Prohibit automatic renewal of a covered individual in a course and/or programs.
     *   Ensure each covered individual approves of the enrollment in a course.
     *   Allow enrolled members of the Armed Forces, including reserve components and National Guard to be readmitted if such members are temporarily unavailable or must suspend enrollment by reason of serving in the Armed Forces.
     *   Accommodate short absences for such services in the Armed Forces.
  *   Schools must provide covered individuals the requirements for graduation and a graduation timeline.
  *   Accredited educational institutions agree to obtain approval of the respective accrediting agency for each new course or program.
  *   Schools must designate an employee of the educational institution to serve as a point of contact for covered individuals and family members seeking assistance with:
     *   Academic Counseling.
     *   Financial Counseling.
     *   Disability Counseling.
     *   Other information regarding completing a course of education at the education institution.

Section 2:

  *   State Approving Agency will take action when the education institution does any of the following:
     *   Carries out deceptive or persistent recruiting techniques including on military institutions.
     *   Misrepresents payment of incentive compensation.
     *   During a 1-month period makes three or more unsolicited contacts to a covered individual via phone, email and/or in person.
     *   Engages in same day recruitment and registration.
     *   Provides a commission, bonus, or other incentive payment based directly or indirectly on success in securing enrollments or financial aid to any persons or entities engaged in any student recruiting or admission activities, or in making decisions regarding the award of student financial assistance. (Please note: schools are already subject to this requirement under 38 U.S.C. § 3696(d)(1)).

VA announced the requirements of section 1018 in an email on April 1, 2021. The above list is a digested version of the requirements. Please refer to the exact wording of the statute (here<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Flnks.gd%2Fl%2FeyJhbGciOiJIUzI1NiJ9.eyJidWxsZXRpbl9saW5rX2lkIjoxMDIsInVyaSI6ImJwMjpjbGljayIsImJ1bGxldGluX2lkIjoiMjAyMTA3MTMuNDMxNTMzNjEiLCJ1cmwiOiJodHRwczovL3d3dy5jb25ncmVzcy5nb3YvMTE2L3BsYXdzL3B1YmwzMTUvUExBVy0xMTZwdWJsMzE1LnBkZiJ9.JAlKCRiu2GBEh5ZC37B8PwjCuJQTFgQTmw8EzCMcUOw%2Fs%2F899310291%2Fbr%2F109246931732-l&data=04%7C01%7Clcoponiti%40usao.edu%7Ccbc034aa59e14c0171b208d94c4fff00%7Ca9a2fb6dd12744a7ad1997f389f38c11%7C0%7C0%7C637624728734108789%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=CRPtG1LqeiP6TqZf69vW%2BQkc6Uy3UsVp7gYZfVT0wlc%3D&reserved=0>) for the authoritative requirements.

 For more information

We are committed to regular updates through briefings, direct mail campaigns, social media and/or training events as we move towards implementing each of these provisions. For timely updates about this new law, please visit the Isakson and Roe Veterans Health Care and Benefits Improvement Act of 2020<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Flnks.gd%2Fl%2FeyJhbGciOiJIUzI1NiJ9.eyJidWxsZXRpbl9saW5rX2lkIjoxMDMsInVyaSI6ImJwMjpjbGljayIsImJ1bGxldGluX2lkIjoiMjAyMTA3MTMuNDMxNTMzNjEiLCJ1cmwiOiJodHRwczovL2JlbmVmaXRzLnZhLmdvdi9naWJpbGwvaXNha3NvbnJvZS5hc3AifQ.JFydGTBHtWcbMXD3Qx_fW_xxdE1zbZ8NadgXvgu1_Fs%2Fs%2F899310291%2Fbr%2F109246931732-l&data=04%7C01%7Clcoponiti%40usao.edu%7Ccbc034aa59e14c0171b208d94c4fff00%7Ca9a2fb6dd12744a7ad1997f389f38c11%7C0%7C0%7C637624728734108789%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=KOupIxmVNn9etwj6ySe6oelvaX6QYXUlniAJvr%2B1MhQ%3D&reserved=0>  webpage.

If you have any questions, please contact your State Approving Agency (SAA).

Thank you for being a valued partner in support of the GI Bill program.

Respectfully,

Education Service



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------------------------------

Message: 7
Date: Wed, 21 Jul 2021 14:08:17 +0000
From: "Burnett, Bradley T." <bburnett at ou.edu>
To: Teri Cochran <cochrant at nsuok.edu>, "oasfaa at lists.onenet.net"
        <oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] Isakson and Roe Section 1018
Message-ID:
        <CH0PR03MB5972A77976B70A6352934E34B6E39 at CH0PR03MB5972.namprd03.prod.outlook.com>

Content-Type: text/plain; charset="utf-8"

Teri, we have a meeting this Monday with our VA and Legal offices.  I think we will end up doing the waiver, but whichever way we go I’ll let the listserv know.

Brad
Director of Financial Aid
University of Oklahoma

From: OASFAA <oasfaa-bounces at lists.onenet.net> On Behalf Of Teri Cochran
Sent: Wednesday, July 21, 2021 8:29 AM
To: oasfaa at lists.onenet.net
Subject: [Oasfaa] Isakson and Roe Section 1018

I would be interested to hear how schools are handling these new disclosure requirements.

Has anyone applied for the waiver of these requirements and if so where did you find the waiver?

Thanks in advance,
Teri

--
Teri Cochran, Ed.D
Director of Student Financial Services
Northeastern State University
715 N Grand Ave
Tahlequah, OK 74464

918-444-3456
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<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.youtube.com_watch-3Fv-3DjPq-5FKYf0YMM-26authuser-3D0&d=DwMFaQ&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=xAbw3xi2HQk4420eLzajfA&m=uE16KG6BSeV2uPhjcVx-DkBIS11PEd6Pr0Wtjs6i-ps&s=0iFTXKiHIJb_ZQ97I38j5xBAzJawogkE8pk6UwHHs2k&e=>


<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.youtube.com_watch-3Fv-3DjPq-5FKYf0YMM-26authuser-3D0&d=DwMFaQ&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=xAbw3xi2HQk4420eLzajfA&m=uE16KG6BSeV2uPhjcVx-DkBIS11PEd6Pr0Wtjs6i-ps&s=0iFTXKiHIJb_ZQ97I38j5xBAzJawogkE8pk6UwHHs2k&e=>


<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.youtube.com_watch-3Fv-3DjPq-5FKYf0YMM-26authuser-3D0&d=DwMFaQ&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=xAbw3xi2HQk4420eLzajfA&m=uE16KG6BSeV2uPhjcVx-DkBIS11PEd6Pr0Wtjs6i-ps&s=0iFTXKiHIJb_ZQ97I38j5xBAzJawogkE8pk6UwHHs2k&e=>

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Message: 8
Date: Wed, 21 Jul 2021 14:34:03 +0000
From: "Boyd, Lori" <lori.boyd at okstate.edu>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] FW:  ED Announces Changes to Verification Process
        for the 2021–22 Award Year
Message-ID:
        <BYAPR03MB42145F01515B49321ED43B94F5E39 at BYAPR03MB4214.namprd03.prod.outlook.com>

Content-Type: text/plain; charset="windows-1252"

A few people have replied back to me on this email and are interested in how this new guidance will be handled at your institutions.
Please reply back to the listserv and share your ideas.
-Lori

ED Announces Changes to Verification Process for the 2021–22 Award Year<https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fnasfaa.informz.net%2Fz%2FcjUucD9taT0xMDExNjMyOSZwPTEmdT0xMDA3MDA3NjE0JmxpPTg4MDc4NjIw%2Findex.html&data=04%7C01%7Clori.boyd%40okstate.edu%7C711a177d21884428973008d94c4cdf28%7C2a69c91de8494e34a230cdf8b27e1964%7C0%7C0%7C637624715308924713%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=4tUu8fj9QpuAZGL%2BI%2FlblQ%2FV%2FC8aaXmnPy8%2B0IzW%2BIs%3D&reserved=0>

The Department of Education (ED) on Tuesday announced that it would be making changes to the verification process for the 2021-22 award year as a means of providing relief to students financially challenged by the pandemic and aim to reduce barriers to enrollment for millions of low-income students to access financial aid. “Each year, the verification process poses unnecessary hurdles for students who are most in need of student financial assistance,” said NASFAA President Justin Draeger. “Verification disproportionately impacts low-income students, the very same population that has been most negatively impacted by the pandemic. This singular act from the Department of Education provides sweeping relief to students and schools when they need it most, and will fast track financial aid dollars to students who are otherwise mired in bureaucratic red tape.”




[cid:image001.png at 01D5373C.65A18FB0]<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.okstate.edu%2F&data=04%7C01%7Clori.boyd%40okstate.edu%7C711a177d21884428973008d94c4cdf28%7C2a69c91de8494e34a230cdf8b27e1964%7C0%7C0%7C637624715308934706%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=QGuOuw61KchYN%2B%2BLkTIbVRXH%2F665d99FTb6s9CcuWyc%3D&reserved=0>
LORI BOYD
ASSISTANT DIRECTOR OF
FISCAL OPERATIONS

Office of Scholarships and Financial Aid
405.744.8730 • 119 Student Union • finaid.okstate.edu<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.okstate.edu%2Fscholarships-financial-aid%2Findex.html&data=04%7C01%7Clori.boyd%40okstate.edu%7C711a177d21884428973008d94c4cdf28%7C2a69c91de8494e34a230cdf8b27e1964%7C0%7C0%7C637624715308934706%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=%2F9RjeQIw0G%2F5Ap6yNSyko%2BWG4STydJGj4u%2BHEUF78GM%3D&reserved=0>
[cid:image010.png at 01D5373D.52894C00]<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgo.okstate.edu%2F&data=04%7C01%7Clori.boyd%40okstate.edu%7C711a177d21884428973008d94c4cdf28%7C2a69c91de8494e34a230cdf8b27e1964%7C0%7C0%7C637624715308944702%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=8xAftYoTH%2F5TAR6RR67Lo44lDTFIjkW%2FKJ8gq84Iz6M%3D&reserved=0>


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