From tknight at okwu.edu Mon Jun 5 13:48:55 2023 From: tknight at okwu.edu (Tirzah G. Knight) Date: Mon, 5 Jun 2023 18:48:55 +0000 Subject: [Oasfaa] 1098-T Set Up Message-ID: Hi, In your software, which department/area sets up the info on funds for 1098-T coding? Student Accounts has always done ours, but we are moving to a new system and being advised that Financial Aid should be, which seems weird to me. Thanks, Tirzah Knight Senior Analyst for Student Services Student Services Office o: 918.335.6252 | f: 918.335.6252 Oklahoma Wesleyan University 2201 Silver Lake Road, Bartlesville, OK 74006 okwu.edu Student Services Office Hours: * Monday through Friday - 9 am to 5 pm OKWU Eagles Reminders: * Complete your 23-24 FAFSA * Review your 23-24 aid offer & missing docs in the FA portal * Send us your documents by taking a picture and using OKWU Upload. We cannot accept emailed documents. * Financial Aid FAQs * Need more help? Send me an email, and I am happy to call, Zoom, or text. -------------- next part -------------- An HTML attachment was scrubbed... URL: From Mendy-Schmerer at ouhsc.edu Mon Jun 5 17:19:23 2023 From: Mendy-Schmerer at ouhsc.edu (Schmerer, Mendy M. (HSC)) Date: Mon, 5 Jun 2023 22:19:23 +0000 Subject: [Oasfaa] 1098-T Set Up In-Reply-To: References: Message-ID: The Bursar's Office has always been responsible for the 1098T coding and generating out to the students. We've never been asked or expected to manage that function. Mendy Schmerer, MEd, FAAC(r) Director, Office of Student Financial Aid | SWASFAA President, 2020 - 2021 University of Oklahoma Health Sciences Center 865 University Research Park, Suite 240 | Oklahoma City, OK 73104 O (405) 271-2118, x 48817 | F (405) 271-5446 Mendy-Schmerer at ouhsc.edu https://financialservices.ouhsc.edu/Student-Financial-Aid CONFIDENTIALITY NOTICE This email, including any attachments, contains information from The University of Oklahoma Health Sciences Center, which may be confidential or privileged. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution, or use of the contents of this information is prohibited. If you have received this e-mail in error, please notify the sender immediately by a "reply to sender only" message and destroy all electronic and hard copies of the communication, including attachments. From: OASFAA On Behalf Of Tirzah G. Knight Sent: Monday, June 5, 2023 1:49 PM To: oasfaa at lists.onenet.net Subject: [EXTERNAL] [Oasfaa] 1098-T Set Up Hi, In your software, which department/area sets up the info on funds for 1098-T coding? Student Accounts has always done ours, but we are moving to a new system and being advised that Financial Aid should be, which seems weird to me. Thanks, Tirzah Knight Senior Analyst for Student Services Student Services Office o: 918.335.6252 | f: 918.335.6252 Oklahoma Wesleyan University 2201 Silver Lake Road, Bartlesville, OK 74006 okwu.edu Student Services Office Hours: * Monday through Friday - 9 am to 5 pm OKWU Eagles Reminders: * Complete your 23-24 FAFSA * Review your 23-24 aid offer & missing docs in the FA portal * Send us your documents by taking a picture and using OKWU Upload. We cannot accept emailed documents. * Financial Aid FAQs * Need more help? Send me an email, and I am happy to call, Zoom, or text. -------------- next part -------------- An HTML attachment was scrubbed... URL: From justin.streater at netech.edu Thu Jun 8 07:03:28 2023 From: justin.streater at netech.edu (Justin Streater) Date: Thu, 8 Jun 2023 07:03:28 -0500 Subject: [Oasfaa] 1098-T Set Up In-Reply-To: References: Message-ID: While in Higher Ed I was the same as Mendy as in the Bursar office handling the 1098-T, we were never asked to do that. Now here in the clock hour realm, my office handles it but we don't actually enter in the data, we just print them and verify they are correct and occasionally have to make corrections. Thanks, Justin Streater, M.Ed. | Director of Financial Aid & SCO| Northeast Tech | 918.825.7040 ext 6118 | justin.streater at netech.edu | www.netech.edu On Mon, Jun 5, 2023 at 1:49 PM Tirzah G. Knight wrote: > Hi, > > > > In your software, which department/area sets up the info on funds for > 1098-T coding? Student Accounts has always done ours, but we are moving to > a new system and being advised that Financial Aid should be, which seems > weird to me. > > > > Thanks, > > > > *Tirzah Knight* > > Senior Analyst for Student Services > > Student Services Office > > o: 918.335.6252 | f: 918.335.6252 > > > > Oklahoma Wesleyan University > > 2201 Silver Lake Road, Bartlesville, OK 74006 > > okwu.edu > > > > *Student Services Office Hours:* > > - Monday through Friday – 9 am to 5 pm > > > > *OKWU Eagles Reminders:* > > - Complete your 23-24 FAFSA > - Review your 23-24 aid offer & missing docs in the FA portal > > - Send us your documents by taking a picture and using OKWU Upload > . We cannot accept emailed > > documents. > > - Financial Aid FAQs > > - Need more help? Send me an email, and I am happy to call, Zoom, or > text. > > > > > -------------- next part -------------- An HTML attachment was scrubbed... URL: From atowne at se.edu Thu Jun 8 09:14:47 2023 From: atowne at se.edu (Ami Towne) Date: Thu, 8 Jun 2023 14:14:47 +0000 Subject: [Oasfaa] 1098-T Set Up In-Reply-To: References: Message-ID: I am in the Bursar’s office, and I process all 1098T data. Thank you, Ami Towne, M.S. Bursar Business Office Southeastern Oklahoma State University 425 W. University Blvd. Durant, OK 74701 P: (580) 745-2173 E: atowne at se.edu W: www.se.edu [cid:image001.jpg at 01D999E9.9BAF7FE0] Beginning Monday, May 29th, SE will implement the 4-day work week for summer. All University office hours will be Monday-Thursday, 8:00 a.m.-5:00 p.m. All University offices will be closed on Fridays. The 4-day work week will end on Friday,July 28th. SE will resume normal office hours on Monday, July 31st. From: OASFAA On Behalf Of Justin Streater Sent: Thursday, June 8, 2023 7:03 AM To: Tirzah G. Knight Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up [CAUTION] This email originated from outside Southeastern Oklahoma State University. Do not click links or open attachments unless you recognize the sender and know the content is safe. While in Higher Ed I was the same as Mendy as in the Bursar office handling the 1098-T, we were never asked to do that. Now here in the clock hour realm, my office handles it but we don't actually enter in the data, we just print them and verify they are correct and occasionally have to make corrections. Thanks, [Image removed by sender.] Justin Streater, M.Ed. | Director of Financial Aid & SCO| Northeast Tech | 918.825.7040 ext 6118 | justin.streater at netech.edu | www.netech.edu On Mon, Jun 5, 2023 at 1:49 PM Tirzah G. Knight > wrote: Hi, In your software, which department/area sets up the info on funds for 1098-T coding? Student Accounts has always done ours, but we are moving to a new system and being advised that Financial Aid should be, which seems weird to me. Thanks, Tirzah Knight Senior Analyst for Student Services Student Services Office o: 918.335.6252 | f: 918.335.6252 Oklahoma Wesleyan University 2201 Silver Lake Road, Bartlesville, OK 74006 okwu.edu Student Services Office Hours: * Monday through Friday – 9 am to 5 pm OKWU Eagles Reminders: * Complete your 23-24 FAFSA * Review your 23-24 aid offer & missing docs in the FA portal * Send us your documents by taking a picture and using OKWU Upload. We cannot accept emailed documents. * Financial Aid FAQs * Need more help? Send me an email, and I am happy to call, Zoom, or text. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: ~WRD0000.jpg Type: image/jpeg Size: 823 bytes Desc: ~WRD0000.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 181807 bytes Desc: image001.jpg URL: From bburnett at ou.edu Thu Jun 8 09:35:16 2023 From: bburnett at ou.edu (Burnett, Bradley T.) Date: Thu, 8 Jun 2023 14:35:16 +0000 Subject: [Oasfaa] 1098-T Set Up In-Reply-To: References: Message-ID: The 1098T reports payments made, so it belongs with the Bursar. Brad From: OASFAA On Behalf Of Ami Towne Sent: Thursday, June 8, 2023 9:15 AM To: Justin Streater ; Tirzah G. Knight Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up I am in the Bursar’s office, and I process all 1098T data. Thank you, Ami Towne, M.S. Bursar Business Office Southeastern Oklahoma State University 425 W. University Blvd. Durant, OK 74701 P: (580) 745-2173 E: atowne at se.edu W: www.se.edu [cid:image001.jpg at 01D999EC.860534C0] Beginning Monday, May 29th, SE will implement the 4-day work week for summer. All University office hours will be Monday-Thursday, 8:00 a.m.-5:00 p.m. All University offices will be closed on Fridays. The 4-day work week will end on Friday,July 28th. SE will resume normal office hours on Monday, July 31st. From: OASFAA > On Behalf Of Justin Streater Sent: Thursday, June 8, 2023 7:03 AM To: Tirzah G. Knight > Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up [CAUTION] This email originated from outside Southeastern Oklahoma State University. Do not click links or open attachments unless you recognize the sender and know the content is safe. While in Higher Ed I was the same as Mendy as in the Bursar office handling the 1098-T, we were never asked to do that. Now here in the clock hour realm, my office handles it but we don't actually enter in the data, we just print them and verify they are correct and occasionally have to make corrections. Thanks, [Image removed by sender.] Justin Streater, M.Ed. | Director of Financial Aid & SCO| Northeast Tech | 918.825.7040 ext 6118 | justin.streater at netech.edu | www.netech.edu On Mon, Jun 5, 2023 at 1:49 PM Tirzah G. Knight > wrote: Hi, In your software, which department/area sets up the info on funds for 1098-T coding? Student Accounts has always done ours, but we are moving to a new system and being advised that Financial Aid should be, which seems weird to me. Thanks, Tirzah Knight Senior Analyst for Student Services Student Services Office o: 918.335.6252 | f: 918.335.6252 Oklahoma Wesleyan University 2201 Silver Lake Road, Bartlesville, OK 74006 okwu.edu Student Services Office Hours: * Monday through Friday – 9 am to 5 pm OKWU Eagles Reminders: * Complete your 23-24 FAFSA * Review your 23-24 aid offer & missing docs in the FA portal * Send us your documents by taking a picture and using OKWU Upload. We cannot accept emailed documents. * Financial Aid FAQs * Need more help? Send me an email, and I am happy to call, Zoom, or text. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 181807 bytes Desc: image001.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.jpg Type: image/jpeg Size: 823 bytes Desc: image002.jpg URL: From srmcgill at langston.edu Thu Jun 8 10:01:24 2023 From: srmcgill at langston.edu (McGill, Sheila) Date: Thu, 8 Jun 2023 15:01:24 +0000 Subject: [Oasfaa] 1098-T Set Up In-Reply-To: References: Message-ID: At Langston University we are happy to say that the 1098T processing occurs in our Bursars Office. If you are planning to attend Fall 2023, you must complete the 2324 FAFSA, go to studentaid.gov to apply To schedule an in person or virtual appointment, use this link https://calendly.com/facheckin Respectfully, [cid:54dda0a7-5ffc-4841-b7d9-3fbf799e53be] Sheila R. McGill M.ED & Executive Director, Financial Aid & Scholarships Office: 405-466-2957 srmcgill at langston.edu Langston University 1-877-466-2231 P.O Box 668 / Langston, OK 73050 www.langston.edu ________________________________ From: OASFAA on behalf of Burnett, Bradley T. Sent: Thursday, June 8, 2023 9:35 AM To: Ami Towne ; Justin Streater ; Tirzah G. Knight Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe The 1098T reports payments made, so it belongs with the Bursar. Brad From: OASFAA On Behalf Of Ami Towne Sent: Thursday, June 8, 2023 9:15 AM To: Justin Streater ; Tirzah G. Knight Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up I am in the Bursar’s office, and I process all 1098T data. Thank you, Ami Towne, M.S. Bursar Business Office Southeastern Oklahoma State University 425 W. University Blvd. Durant, OK 74701 P: (580) 745-2173 E: atowne at se.edu W: www.se.edu [cid:image001.jpg at 01D999EC.860534C0] Beginning Monday, May 29th, SE will implement the 4-day work week for summer. All University office hours will be Monday-Thursday, 8:00 a.m.-5:00 p.m. All University offices will be closed on Fridays. The 4-day work week will end on Friday,July 28th. SE will resume normal office hours on Monday, July 31st. From: OASFAA > On Behalf Of Justin Streater Sent: Thursday, June 8, 2023 7:03 AM To: Tirzah G. Knight > Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up [CAUTION] This email originated from outside Southeastern Oklahoma State University. Do not click links or open attachments unless you recognize the sender and know the content is safe. While in Higher Ed I was the same as Mendy as in the Bursar office handling the 1098-T, we were never asked to do that. Now here in the clock hour realm, my office handles it but we don't actually enter in the data, we just print them and verify they are correct and occasionally have to make corrections. Thanks, [Image removed by sender.] Justin Streater, M.Ed. | Director of Financial Aid & SCO| Northeast Tech | 918.825.7040 ext 6118 | justin.streater at netech.edu | www.netech.edu On Mon, Jun 5, 2023 at 1:49 PM Tirzah G. Knight > wrote: Hi, In your software, which department/area sets up the info on funds for 1098-T coding? Student Accounts has always done ours, but we are moving to a new system and being advised that Financial Aid should be, which seems weird to me. Thanks, Tirzah Knight Senior Analyst for Student Services Student Services Office o: 918.335.6252 | f: 918.335.6252 Oklahoma Wesleyan University 2201 Silver Lake Road, Bartlesville, OK 74006 okwu.edu Student Services Office Hours: * Monday through Friday – 9 am to 5 pm OKWU Eagles Reminders: * Complete your 23-24 FAFSA * Review your 23-24 aid offer & missing docs in the FA portal * Send us your documents by taking a picture and using OKWU Upload. We cannot accept emailed documents. * Financial Aid FAQs * Need more help? Send me an email, and I am happy to call, Zoom, or text. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 181807 bytes Desc: image001.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.jpg Type: image/jpeg Size: 823 bytes Desc: image002.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Outlook-4bsagbzg.png Type: image/png Size: 21948 bytes Desc: Outlook-4bsagbzg.png URL: From carynp at cameron.edu Thu Jun 8 10:02:55 2023 From: carynp at cameron.edu (Caryn Pacheco) Date: Thu, 8 Jun 2023 15:02:55 +0000 Subject: [Oasfaa] 1098-T Set Up In-Reply-To: References: Message-ID: <7401ac3df4c64f2cac46fb25fb6f8d2e@cameron.edu> At Cameron, our 1098T processing also occurs within our Business Office. Caryn Caryn Pacheco, ’87 and ’03 | Cameron University Director of Financial Assistance Services Office: 580.581.2221| Fax: 580.581.2556 | 2800 W Gore Blvd | Lawton, OK 73505 | www.cameron.edu [1578077829332] Tell us how we’re doing! Office of Financial Assistance Survey From: OASFAA On Behalf Of McGill, Sheila Sent: Thursday, June 8, 2023 10:01 AM To: Burnett, Bradley T. ; Ami Towne ; Justin Streater ; Tirzah G. Knight Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up At Langston University we are happy to say that the 1098T processing occurs in our Bursars Office. If you are planning to attend Fall 2023, you must complete the 2324 FAFSA, go to studentaid.gov to apply To schedule an in person or virtual appointment, use this link https://calendly.com/facheckin Respectfully, [cid:image004.png at 01D999F0.646239E0] Sheila R. McGill M.ED & Executive Director, Financial Aid & Scholarships Office: 405-466-2957 srmcgill at langston.edu Langston University 1-877-466-2231 P.O Box 668 / Langston, OK 73050 www.langston.edu ________________________________ From: OASFAA > on behalf of Burnett, Bradley T. > Sent: Thursday, June 8, 2023 9:35 AM To: Ami Towne >; Justin Streater >; Tirzah G. Knight > Cc: oasfaa at lists.onenet.net > Subject: Re: [Oasfaa] 1098-T Set Up CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe The 1098T reports payments made, so it belongs with the Bursar. Brad From: OASFAA > On Behalf Of Ami Towne Sent: Thursday, June 8, 2023 9:15 AM To: Justin Streater >; Tirzah G. Knight > Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up I am in the Bursar’s office, and I process all 1098T data. Thank you, Ami Towne, M.S. Bursar Business Office Southeastern Oklahoma State University 425 W. University Blvd. Durant, OK 74701 P: (580) 745-2173 E: atowne at se.edu W: www.se.edu [cid:image005.jpg at 01D999F0.646239E0] Beginning Monday, May 29th, SE will implement the 4-day work week for summer. All University office hours will be Monday-Thursday, 8:00 a.m.-5:00 p.m. All University offices will be closed on Fridays. The 4-day work week will end on Friday,July 28th. SE will resume normal office hours on Monday, July 31st. From: OASFAA > On Behalf Of Justin Streater Sent: Thursday, June 8, 2023 7:03 AM To: Tirzah G. Knight > Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up [CAUTION] This email originated from outside Southeastern Oklahoma State University. Do not click links or open attachments unless you recognize the sender and know the content is safe. While in Higher Ed I was the same as Mendy as in the Bursar office handling the 1098-T, we were never asked to do that. Now here in the clock hour realm, my office handles it but we don't actually enter in the data, we just print them and verify they are correct and occasionally have to make corrections. Thanks, [Image removed by sender.] Justin Streater, M.Ed. | Director of Financial Aid & SCO| Northeast Tech | 918.825.7040 ext 6118 | justin.streater at netech.edu | www.netech.edu On Mon, Jun 5, 2023 at 1:49 PM Tirzah G. Knight > wrote: Hi, In your software, which department/area sets up the info on funds for 1098-T coding? Student Accounts has always done ours, but we are moving to a new system and being advised that Financial Aid should be, which seems weird to me. Thanks, Tirzah Knight Senior Analyst for Student Services Student Services Office o: 918.335.6252 | f: 918.335.6252 Oklahoma Wesleyan University 2201 Silver Lake Road, Bartlesville, OK 74006 okwu.edu Student Services Office Hours: * Monday through Friday – 9 am to 5 pm OKWU Eagles Reminders: * Complete your 23-24 FAFSA * Review your 23-24 aid offer & missing docs in the FA portal * Send us your documents by taking a picture and using OKWU Upload. We cannot accept emailed documents. * Financial Aid FAQs * Need more help? Send me an email, and I am happy to call, Zoom, or text. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image003.png Type: image/png Size: 17563 bytes Desc: image003.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image004.png Type: image/png Size: 21948 bytes Desc: image004.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image005.jpg Type: image/jpeg Size: 7820 bytes Desc: image005.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image006.jpg Type: image/jpeg Size: 575 bytes Desc: image006.jpg URL: From Audra.Main at mntc.edu Thu Jun 8 10:05:11 2023 From: Audra.Main at mntc.edu (Audra Main) Date: Thu, 8 Jun 2023 15:05:11 +0000 Subject: [Oasfaa] 1098-T Set Up In-Reply-To: <7401ac3df4c64f2cac46fb25fb6f8d2e@cameron.edu> References: <7401ac3df4c64f2cac46fb25fb6f8d2e@cameron.edu> Message-ID: Our Bursar’s office processing our 1098T. Audra Main, MLS Financial Aid Coordinator Moore Norman Technology Center (405) 801-5046 (405) 561-4167 www.mntc.edu [mntc_4c_sec_rgb] From: OASFAA On Behalf Of Caryn Pacheco Sent: Thursday, June 8, 2023 10:03 AM To: McGill, Sheila ; Burnett, Bradley T. ; Ami Towne ; Justin Streater ; Tirzah G. Knight Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up At Cameron, our 1098T processing also occurs within our Business Office. Caryn Caryn Pacheco, ’87 and ’03 | Cameron University Director of Financial Assistance Services Office: 580.581.2221| Fax: 580.581.2556 | 2800 W Gore Blvd | Lawton, OK 73505 | www.cameron.edu [1578077829332] Tell us how we’re doing! Office of Financial Assistance Survey From: OASFAA > On Behalf Of McGill, Sheila Sent: Thursday, June 8, 2023 10:01 AM To: Burnett, Bradley T. >; Ami Towne >; Justin Streater >; Tirzah G. Knight > Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up At Langston University we are happy to say that the 1098T processing occurs in our Bursars Office. If you are planning to attend Fall 2023, you must complete the 2324 FAFSA, go to studentaid.gov to apply To schedule an in person or virtual appointment, use this link https://calendly.com/facheckin Respectfully, [cid:image003.png at 01D999F0.CBF62FD0] Sheila R. McGill M.ED & Executive Director, Financial Aid & Scholarships Office: 405-466-2957 srmcgill at langston.edu Langston University 1-877-466-2231 P.O Box 668 / Langston, OK 73050 www.langston.edu ________________________________ From: OASFAA > on behalf of Burnett, Bradley T. > Sent: Thursday, June 8, 2023 9:35 AM To: Ami Towne >; Justin Streater >; Tirzah G. Knight > Cc: oasfaa at lists.onenet.net > Subject: Re: [Oasfaa] 1098-T Set Up CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe The 1098T reports payments made, so it belongs with the Bursar. Brad From: OASFAA > On Behalf Of Ami Towne Sent: Thursday, June 8, 2023 9:15 AM To: Justin Streater >; Tirzah G. Knight > Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up I am in the Bursar’s office, and I process all 1098T data. Thank you, Ami Towne, M.S. Bursar Business Office Southeastern Oklahoma State University 425 W. University Blvd. Durant, OK 74701 P: (580) 745-2173 E: atowne at se.edu W: www.se.edu [cid:image004.jpg at 01D999F0.CBF62FD0] Beginning Monday, May 29th, SE will implement the 4-day work week for summer. All University office hours will be Monday-Thursday, 8:00 a.m.-5:00 p.m. All University offices will be closed on Fridays. The 4-day work week will end on Friday,July 28th. SE will resume normal office hours on Monday, July 31st. From: OASFAA > On Behalf Of Justin Streater Sent: Thursday, June 8, 2023 7:03 AM To: Tirzah G. Knight > Cc: oasfaa at lists.onenet.net Subject: Re: [Oasfaa] 1098-T Set Up [CAUTION] This email originated from outside Southeastern Oklahoma State University. Do not click links or open attachments unless you recognize the sender and know the content is safe. While in Higher Ed I was the same as Mendy as in the Bursar office handling the 1098-T, we were never asked to do that. Now here in the clock hour realm, my office handles it but we don't actually enter in the data, we just print them and verify they are correct and occasionally have to make corrections. Thanks, [Image removed by sender.] Justin Streater, M.Ed. | Director of Financial Aid & SCO| Northeast Tech | 918.825.7040 ext 6118 | justin.streater at netech.edu | www.netech.edu On Mon, Jun 5, 2023 at 1:49 PM Tirzah G. Knight > wrote: Hi, In your software, which department/area sets up the info on funds for 1098-T coding? Student Accounts has always done ours, but we are moving to a new system and being advised that Financial Aid should be, which seems weird to me. Thanks, Tirzah Knight Senior Analyst for Student Services Student Services Office o: 918.335.6252 | f: 918.335.6252 Oklahoma Wesleyan University 2201 Silver Lake Road, Bartlesville, OK 74006 okwu.edu Student Services Office Hours: * Monday through Friday – 9 am to 5 pm OKWU Eagles Reminders: * Complete your 23-24 FAFSA * Review your 23-24 aid offer & missing docs in the FA portal * Send us your documents by taking a picture and using OKWU Upload. We cannot accept emailed documents. * Financial Aid FAQs * Need more help? Send me an email, and I am happy to call, Zoom, or text. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 16375 bytes Desc: image001.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.png Type: image/png Size: 17563 bytes Desc: image002.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image003.png Type: image/png Size: 21948 bytes Desc: image003.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image004.jpg Type: image/jpeg Size: 7820 bytes Desc: image004.jpg URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image005.jpg Type: image/jpeg Size: 575 bytes Desc: image005.jpg URL: From litorres at osrhe.edu Wed Jun 7 11:05:55 2023 From: litorres at osrhe.edu (Torres, Lizeth) Date: Wed, 7 Jun 2023 16:05:55 +0000 Subject: [Oasfaa] OTAG 2022-2023 Award Claims Message-ID: Good morning all! The end of the 2023 fiscal year is quickly approaching. In order for our Business Office to wrap up FY23 and open FY24, we would appreciate it if you would make every effort to submit Summer 2023 claims by June 19. Sending a claim in during the June 20-30th timeframe may result in a delay in disbursement of funds. Please upload any award claims by the end of the business day on Monday, June 19th to ensure a normal funds transfer. I will be submitting those claims to our Business Office to be processed before June 30th. You may still continue to submit 2022-2023 claims for processing after June 19th; please try to finalize all 2022-23 claim submissions by June 30th. Please let us know if you have any questions. Best regards, Lizeth Torres (she/her) Scholarship Specialist I Oklahoma State Regents for Higher Education PO Box 108850 Oklahoma City, OK 73104 P: (405) 225-9360 -------------- next part -------------- An HTML attachment was scrubbed... URL: From lcoponiti at cvtech.edu Mon Jun 12 08:08:24 2023 From: lcoponiti at cvtech.edu (Laura Coponiti) Date: Mon, 12 Jun 2023 13:08:24 +0000 Subject: [Oasfaa] Citizens June Webinar's Message-ID: [A picture containing text, clock, clipart Description automatically generated] Good Morning - Join us for free professional development sessions - Visit our FAA Site to register for the following June Webinar Sessions: June 14, 2pm EST- Developing Focus - 30 min June 28, 2pm EST- Lender Lists - Best Practices - 30min Enjoy your day! Kind Regards, Michelle Enriquez VP, Relationship Manager, Student Lending Citizens(tm) m. 512-514-5423 mariemichelle.enriquez at citizensbank.com Citizensbank.com Ready to boost your college fund? Win up to $15,000 with Citizens Scholarship for undergrad and grad students. Learn More This message is confidential and subject to terms at: https://www.citizensbank.com/account-safeguards/overview.aspx. If you are not the intended recipient, please delete this message and notify the sender immediately. Any unauthorized use is strictly prohibited. Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world. To find out more, visit our website. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 11138 bytes Desc: image001.png URL: From bfair at osrhe.edu Tue Jun 13 10:54:45 2023 From: bfair at osrhe.edu (Fair, Bryce) Date: Tue, 13 Jun 2023 15:54:45 +0000 Subject: [Oasfaa] Final State Legislative Update Message-ID: <4cc7ecaf43cc4c7baf526cfc06899187@osrhe.edu> Saturday, June 10, was the last day that the Governor could take action on bills that were passed during the last week of the regular legislative session which ended on May 26. The Oklahoma constitution provides that any bill not approved by the deadline (15 days after the end of the regular session) will be considered "pocket" vetoed and not become law. We were tracking two bills that were passed during the last week of session. HB 2663 (military in-state residency status) was signed by the Governor on June 6 and became law. SB 27 (OKPromise) was not approved by the Governor by the deadline and thus is considered "pocket" vetoed and will not become law. The content of the two bills is provided below. Also further below is the list of bills approved earlier in the session. Final Action on Bills Passed During the Last Week of the Legislative Session * HB 2663 (Rep. Nicole Miller and Sen. Brenda Stanley): Related to in-state status for resident tuition at a state system institution for any person currently serving in the U.S. military, their spouse or dependent children. Deletes certain time period limitations. Signed by Governor 6/7/23. Final Bill Text: https://www.sos.ok.gov/documents/legislation/59th/2023/1R/HB/2663.pdf * SB 27 (Sen. Dewayne Pemberton and Rep. Ken Luttrell): Oklahoma's Promise - career technology curriculum option and SAT score. Allows completion of the "Core" high school curriculum rather than the current required OKPromise college preparatory high school curriculum for students seeking admission to a technology center school overseen by the State Board of Career and Technology Education. Also specifies an equivalent SAT score to the required ACT score for homeschool students and students graduating from non-accredited high schools. Bill not acted upon by the Governor and thus considered "pocket" vetoed. Governor "Pocket" Veto Documentation: https://www.sos.ok.gov/documents/legislation/59th/2023/1R/SB/0027.pdf Final Bill Text: http://webserver1.lsb.state.ok.us/cf_pdf/2023-24%20ENR/SB/SB27%20ENR.PDF Bills Previously Signed into Law by the Governor * SB 93 (Sen. Dave Rader and Rep. Anthony Moore): FAFSA High School Graduation Requirement - Beginning with the 2024-25 school year, requires students to complete and submit a Free Application for Federal Student Aid (FAFSA) in order to graduate from a public high school accredited by the State Board of Education. It provides exemptions authorizing parents to opt the student out of the requirement. The bill requires the State Department of Education to develop and publish materials for students, parents, and legal guardians explaining the requirements to complete the FAFSA, the benefits to completing the FAFSA, the opt-out provisions and to provide an opt-out form to be used by school districts, charter schools, and virtual charter schools. Final Bill Text: https://www.sos.ok.gov/documents/legislation/59th/2023/1R/SB/0093.pdf * HB 1443 (Rep. Melissa Provenzano and Sen. John Michael Montgomery): Amends the Oklahoma Student Borrowers Bill of Rights. Clarifies that student loan servicers must inform student loan borrowers if their type of loan does not qualify for loan forgiveness programs. Final Bill Text: https://www.sos.ok.gov/documents/legislation/59th/2023/1R/HB/1443.pdf * HB 2559 (Rep. Mark McBride and Sen. Dewayne Pemberton): "Inspired to Teach." Changes the name of the Oklahoma Future Teacher Scholarship and Employment Incentive Program to the "Inspired to Teach Program". Allows students completing high school homeschool instruction or General Educational Development (GED) test requirements to be eligible to participate in the program. Defines "full-time student". Final Bill Text: https://www.sos.ok.gov/documents/legislation/59th/2023/1R/HB/2559.pdf * HB 2885 (Rep. Kevin Wallace and Sen. Roger Thompson): Oklahoma National Guard Educational Assistance Program - Appropriates $9 million to pay for the 2022-23 costs of the Oklahoma National Guard Educational Assistance Program. Final Bill Text: https://www.sos.ok.gov/documents/legislation/59th/2023/1R/HB/2885.pdf Bryce Fair Associate Vice Chancellor for Scholarships & Grants Oklahoma State Regents for Higher Education Phone: 405-225-9162 Email: bfair at osrhe.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: From imagee at osrhe.edu Tue Jun 13 11:16:16 2023 From: imagee at osrhe.edu (Magee, Irala) Date: Tue, 13 Jun 2023 16:16:16 +0000 Subject: [Oasfaa] 2023-2024 OTAG Allocations Message-ID: <85305b046d124d88918a32cd52420aa9@osrhe.edu> Good morning! At their May 26th meeting, the Oklahoma State Regents for Higher Education approved an allocation of $17 million for the Oklahoma Tuition Aid Grant (OTAG) program in 2023-2024, the same amount that was approved for 2022-2023. Since the funding level has not changed, the allocation to each institution in 2023-2024 is also unchanged from 2022-2023. The attached spreadsheet shows the 2023-2024 allocations to each institution participating in OTAG. The percentages used to allocate the funds, based on 2019-2020 actual OTAG expenditures, also remain unchanged. We expect these percentages will remain unchanged for the next year or two while this new "decentralized" method is implemented. We are currently updating the OTAG forms and information on the OSRHE Financial Aid Resources for institutions site: http://www.okhighered.org/admin-fac/finaidresources/. The 2023-2024 OTAG Award Claim Form template, along with full instructions for completing the claim, will be available soon. Please remember the primary student eligibility criteria: Oklahoma residents, Pell eligible (receiving Pell for the current payment period), and undergraduate students with sufficient need. Other awarding priorities include students with the most unmet financial need, students enrolled in programs meeting high-demand employment needs, students nearest to completing a degree or certificate, students who have remained continuously enrolled, etc. Do not forget that the allocations are annual and we recommend that you award and claim roughly half each semester (fall/spring). You can also choose to award OTAG for a summer trailer semester if you underspend or reserve some of your allocation for that purpose. If you choose to award summer OTAG, please remember we must have all summer claims submitted before June 30, 2024. It is important to claim your full allocation by June 30, 2024, as any remaining monies will not carry over into your 2024-2025 allocation. Please contact me if you have questions, or if I can be of assistance to you regarding the awarding of OTAG funds to your eligible students. Irala K. Magee Assistant Vice Chancellor for Scholarships and Grants Oklahoma State Regents for Higher Education P.O. Box 108850 Oklahoma City, OK 73101-8850 Phone: (405) 225-9378 Fax: (405) 225-9392 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 2023-24 Allocation OTAG.pdf Type: application/pdf Size: 99413 bytes Desc: 2023-24 Allocation OTAG.pdf URL: From lori.boyd at okstate.edu Wed Jun 14 13:59:16 2023 From: lori.boyd at okstate.edu (Boyd, Lori) Date: Wed, 14 Jun 2023 18:59:16 +0000 Subject: [Oasfaa] SWASFAA/TASFAA Fall Conference Registration is Now Open! In-Reply-To: <1.41c3dd4554c4bd955367@live-mail-10> References: <1.41c3dd4554c4bd955367@live-mail-10> Message-ID: [https://www.swasfaa.org/resources/Pictures/JointConfLogoApril2023.jpg] Conference Registration is Now Open! Registration for the 2023 SWASFAA & TASFAA Fall Conference is now open on the TASFAA website! We are excited to offer sessions on FAFSA Simplification, Leadership, Customer Service, Loans, Compliance, Financial Literacy, Outreach, Scholarships, Mental Health, and more! Including special appearances by the Department of Education and NASFAA. Not to mention networking opportunities, excursions, dueling pianos, food, swag, and fun! The conference will take place at the Hyatt Regency DFW International Airport on October 4-6, 2023. Register early for the best conference rate! * 3-day Early Bird Registration (through August 15) - $325 * 3-day General Registration (August 16 - September 15) - $375 * 3-day Late Registration (September 15 - October 4) - $425 All registration and payment will go through the TASFAA website. You can either pay at the time of registration with a credit card, or choose the Invoice Me option to pay later via credit card or check! Because this is a combined conference with both SWASFAA members and TASFAA, there are two separate registration links. TASFAA members should use this link to register. Non-TASFAA Members, Click Here to Register SWASFAA & TASFAA 2023 Joint Conference October 4-6, 2023 Hyatt Regency DFW International Airport 2334 North International ParkwayDFW Airport, Texas, 75261 Click Here for Hotel Reservations Contact Info: TASFAA Fall Conference conference at tasfaa.org -------------- next part -------------- An HTML attachment was scrubbed... URL: From Mendy-Schmerer at ouhsc.edu Fri Jun 16 18:00:51 2023 From: Mendy-Schmerer at ouhsc.edu (Schmerer, Mendy M. (HSC)) Date: Fri, 16 Jun 2023 23:00:51 +0000 Subject: [Oasfaa] An announcement Message-ID: Friends, I wouldn't ordinarily hijack the listserv for personal reasons, but I'm going to take the liberty today. I know there will inevitably be individuals who I'll miss if I try to make one-off notifications, so I apologize for adding one more email to your inbox by using the listserv. I have given my notice to OUHSC, and after 23 years of service to this institution, and 20 years in financial aid, my final day here will be July 14th. As of July 24th, I'll be Blue Icon's newest team member, joining them as Compliance and Project Manager. I'm very excited about this change in roles, but I cherish my time on the school side of the work. Working to help students and families navigate the complexities of financial aid is vital and valuable work, but I have found that what brings me real satisfaction is helping FAAs navigate all of it too. I have had a tremendous number of opportunities over the years to get involved in associational work, getting to know colleagues at other schools, across this great state, in our SWASFAA region, and around the nation, and I call many of them more than colleagues, but dear friends. If you've never had the opportunity to get involved with the association, I hope that you do. If you've never taken that chance, I can't encourage you enough to do so. It will make you better at what you do, and in ways you can't even quantify. Have a wonderful weekend, and I will see you around! Mendy Schmerer, MEd, FAAC(r) Director, Office of Student Financial Aid | SWASFAA President, 2020 - 2021 University of Oklahoma Health Sciences Center 865 University Research Park, Suite 240 | Oklahoma City, OK 73104 O (405) 271-2118, x 48817 | F (405) 271-5446 Mendy-Schmerer at ouhsc.edu https://financialservices.ouhsc.edu/Student-Financial-Aid *My final day at OUHSC will be July 14th. Please send your emails to financial-aid at ouhsc.edu any time after that to be directed to the appropriate person. [FAAC_logo_101520] CONFIDENTIALITY NOTICE This email, including any attachments, contains information from The University of Oklahoma Health Sciences Center, which may be confidential or privileged. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution, or use of the contents of this information is prohibited. If you have received this e-mail in error, please notify the sender immediately by a "reply to sender only" message and destroy all electronic and hard copies of the communication, including attachments. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 17826 bytes Desc: image001.png URL: From lmcmurtrey at osrhe.edu Fri Jun 23 10:13:19 2023 From: lmcmurtrey at osrhe.edu (McMurtrey, Linette) Date: Fri, 23 Jun 2023 15:13:19 +0000 Subject: [Oasfaa] 2023 OSRHE Scholarships and Grants Workshop In-Reply-To: References: <6416d8a005184990b51c9092fa08750e@osrhe.edu> <956a1b8d63d04bbf886337e0c78597de@osrhe.edu> <1668e31f5193497db9a8b3774647ac92@osrhe.edu> Message-ID: <14a5846063ce4af494ed5c4292d5149f@osrhe.edu> Reminder: It's not too late to register for our Annual Scholarships and Grants Workshop! If you haven't registered yet and would like to attend, please do so by completing the registration form at https://www.surveymonkey.com/r/scholargrantwkshp23 before the deadline next Friday. From: McMurtrey, Linette Sent: Monday, May 15, 2023 5:34 PM To: OASFAA (OK) listserv (oasfaa at lists.onenet.net) Subject: 2023 OSRHE Scholarships and Grants Workshop Good afternoon, We are excited to invite you to join us on July 20, 2023, at the PHF Conference Center in Oklahoma City for an informative free workshop on the latest updates and processes for OSRHE scholarship and grant programs (agenda attached). Workshop Highlights: * Funding and Legislative Update by Bryce Fair, Associate Vice Chancellor for Scholarships and Grants * Breakout Sessions covering Oklahoma's Promise, Oklahoma Tuition Aid Grant (OTAG), Oklahoma National Guard Educational Assistance Program, and the Academic Scholars Program/other scholarships* * Inspired to Teach Program Presentation by Jess Tucker, Coordinator for Teacher Education Scholarships & Incentive Programs * Update on State Tuition Waivers * Oklahoma Tuition Equalization Grant (OTEG) Presentation * Please note that only one session will be offered for the Oklahoma National Guard Educational Assistance Program and the Academic Scholars Program/other scholarships. How to Register: Please register for the workshop by June 30. Each participant needs to complete the registration form at the following link: https://www.surveymonkey.com/r/scholargrantwkshp23. We encourage you to share this email with others who may benefit from the training. We look forward to seeing you! If you have any questions, don't hesitate to contact me by email at lmcmurtrey at osrhe.edu. Thank you, and we hope to see you at the workshop! Linette McMurtrey Scholarship Programs Coordinator Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, OK 73104 (405) 225-9131 Fax (405) 225-9392 -------------- next part -------------- An HTML attachment was scrubbed... URL: From bburnett at ou.edu Wed Jun 28 13:54:06 2023 From: bburnett at ou.edu (Burnett, Bradley T.) Date: Wed, 28 Jun 2023 18:54:06 +0000 Subject: [Oasfaa] OU Online Financial Aid Position Opening Message-ID: Dear OASFAA, The University of Oklahoma is looking for a Financial Aid Analyst to work with Online programs. The position would be responsible for reviewing FAFSA information and other financial aid documentation for online students. If you have questions, please contact Kevin Jones kcjones at ou.edu. The link to apply is below. https://ou.taleo.net/careersection/2/jobdetail.ftl?job=231509&tz=GMT-05%3A00&tzname=America%2FChicago Thank you. Kevin Jones Associate Director | Financial Aid OU Online | The University of Oklahoma 405-325-2929 | online.ou.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: From Mendy-Schmerer at ouhsc.edu Thu Jun 29 16:35:37 2023 From: Mendy-Schmerer at ouhsc.edu (Schmerer, Mendy M. (HSC)) Date: Thu, 29 Jun 2023 21:35:37 +0000 Subject: [Oasfaa] OUHSC Office of Student Financial Aid Director Message-ID: Hello, friends! My position is now posted if you're interested in applying! If you've got questions at all, please just ask me! Mendy Schmerer, MEd, FAAC(r) Director, Office of Student Financial Aid | SWASFAA President, 2020 - 2021 University of Oklahoma Health Sciences Center 865 University Research Park, Suite 240 | Oklahoma City, OK 73104 O (405) 271-2118, x 48817 | F (405) 271-5446 Mendy-Schmerer at ouhsc.edu https://financialservices.ouhsc.edu/Student-Financial-Aid [FAAC_logo_101520] *My final day at OUHSC will be July 14th. Please send your emails to financial-aid at ouhsc.edu any time after that to be directed to the appropriate person. CONFIDENTIALITY NOTICE This email, including any attachments, contains information from The University of Oklahoma Health Sciences Center, which may be confidential or privileged. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution, or use of the contents of this information is prohibited. If you have received this e-mail in error, please notify the sender immediately by a "reply to sender only" message and destroy all electronic and hard copies of the communication, including attachments. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 17826 bytes Desc: image001.png URL: From rrichardson at osrhe.edu Fri Jun 30 13:41:58 2023 From: rrichardson at osrhe.edu (Richardson, Rebecca) Date: Fri, 30 Jun 2023 18:41:58 +0000 Subject: [Oasfaa] June Campus E-Clips Now Available! Message-ID: <4e5cdf0121cd40c7b38b5a3a6e34267c@osrhe.edu> Campus E-Clips is an e-publication with links to stories from our state colleges and universities. We hope you enjoy reading about the great things happening on our campuses in this June 2023 edition of Campus E-Clips at www.okhighered.org/newsletter. Cameron University Carl Albert State College Eastern Oklahoma State College Murray State College Northeastern Oklahoma A&M College Northeastern State University Northern Oklahoma College Oklahoma Panhandle State University Oklahoma State Regents for Higher Education Oklahoma State University Oklahoma State University-Tulsa Redlands Community College Rogers State University Rose State College Seminole State College Tulsa Community College University of Central Oklahoma University of Oklahoma University of Science and Arts of Oklahoma Western Oklahoma State College Read more at www.okhighered.org/newsletter. To receive future e-mail notices of new issues of Campus E-Clips directly, subscribe to the Campus E-Clips listserve at http://lists.onenet.net/mailman/listinfo/campus-news/. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Rebecca Richardson Digital Communication and Web Content Manager Oklahoma State Regents for Higher Education 655 Research Parkway, Oklahoma City, OK PO Box 108850 Oklahoma City, OK 73101-0850 405.225.9184 405.225.9181 (fax) rrichardson at osrhe.edu www.okhighered.org -------------- next part -------------- An HTML attachment was scrubbed... URL: