From pmcconahay at ou.edu Mon Aug 5 07:55:02 2002 From: pmcconahay at ou.edu (Mc Conahay, Pamela K) Date: Tue Mar 23 20:21:57 2004 Subject: [Oasfaa] Verifying a student who's parents are non citizens Message-ID: <55206A473154D011924D0020AFF7ACB50854663C@mail1.oulan.ou.edu> Sherry, I want to be sure that folks don't misunderstand your comment and think that a parent residing in another country automatically means they are unavailable. Page 42 of the 2001-2002 Verification Guide says the parents are considered unavailable if "they are residing in a country other than the United States and CANNOT BE CONTACTED BY NORMAL MEANS." Just the fax machine isn't working doesn't mean a parent in Jordan can't be contacted....there's still Fed Ex and snail mail available. Now, if this student is the child of Bedouins who are out roaming the desert and no one knows when or where they'll come back into town, I understand using the exception. (Hey, I know it's stereotypical, I'm having a Lawrence of Arabia moment here, work with me.) I always reserved this exception for places where contact with the U.S. was prohibited (back in the old days in Vietnam), or where there was so much civil strife that communication in or out of the country was unreliable(i.e., Sierra Leone now) or in a culture that had little or no communication with the outside world (i.e. Bedouins). Pam McConahay Asst. Director, Compliance & Support Services University of Oklahoma Financial Aid Services 731 Elm, Rm 125 Norman OK 73019-2111 (405) 325-4617 Fax (405) 325-7608 pmcconahay@ou.edu -----Original Message----- From: Sherry Foster [mailto:sfoster@sosu.edu] Sent: Friday, August 02, 2002 5:47 PM To: Sherry Foster; 'OASFAA Listserve' (E-mail) Subject: RE: [Oasfaa] Verifying a student who's parents are non citizens Thanks for the help! I think I was having a senior moment on this crazy Friday afternoon. By the way, the answer is you don't have to verify a student who's parents are unavailable, i.e. residing in another country. Sherry -----Original Message----- From: Sherry Foster [mailto:sfoster@sosu.edu] Sent: Friday, August 02, 2002 5:15 PM To: 'OASFAA Listserve' (E-mail) Subject: [Oasfaa] Verifying a student who's parents are non citizens I have a student who is an eligible non-citizen. His parent's are citizens of Jordan. Last year he faxed information to me for his son. This year, the son is having problems getting faxes, etc. He is a verify, of course. What is my recourse with this particular situation? Thanks, Sherry Foster _______________________________________________ OASFAA mailing list OASFAA@lists.onenet.net http://lists.onenet.net/mailman/listinfo/oasfaa _______________________________________________ OASFAA mailing list OASFAA@lists.onenet.net http://lists.onenet.net/mailman/listinfo/oasfaa From DanGHolt at aol.com Mon Aug 5 14:33:47 2002 From: DanGHolt at aol.com (DanGHolt@aol.com) Date: Tue Mar 23 20:21:57 2004 Subject: [Oasfaa] position available in Colorado Message-ID: <0F6CC3AD.0FD69BCA.006E4D09@aol.com> Director - Student Financial Services The University of Southern Colorado seeks a Director of Student Financial Services. This position is responsible for the overall management and supervision of the Office of Student Financial Services, which includes the following areas: Student Financial Counseling, Scholarship Office, Veteran's Affairs, and Student Employment. Strong leadership skills are a must. In the capacity of Director of Student Financial Services, the successful candidate will be responsible for: managing financial aid programs, all reporting and data analysis, recruitment and retention planning, accounts analysis, database management, supervision of staff, campus assistance and high school visits. Qualifications: Minimum of a bachelor's degree in Business or related field is required. Master's degree is preferred. Must have 3 to 5 years of supervisory experience in a Financial Aid Office. Extensive knowledge of the PowerFaids Financial Aid System is required, as well as demonstrated problem-solving and analytical skills. Effective oral and written communication skills are essential. Competitive salary and excellent benefits. Send letter of interest, resume, and three professional reference letters, including names, addresses and telephone numbers to: SFS Director Search Chair, c/o Tracy Samora, Division of Enrollment Management University of Southern Colorado 2200 Bonforte Blvd. Pueblo, CO 81001. Review of applications will begin September 3, 2002. Women and minority candidates are encouraged to apply. USC is an EO/AA/ADA institution. From jkw at osuokc.edu Mon Aug 5 16:02:54 2002 From: jkw at osuokc.edu (jkw@osuokc.edu) Date: Tue Mar 23 20:21:57 2004 Subject: [Oasfaa] Loan Disbursement Question Message-ID: Good afternoon folks- My VP is inquiring as to how many institutions are disbursing loans in more than 2 disbursements per payment period. Is this a part of your default prevention? R2T4 reduction? Enrollment Management? Do you disburse loans as one in fall and one in spring, or do you do 2 or more disbursements in Fall and 2 or more disbursements in Spring? I would be anxious to hear any thoughts on the subject. Thanks in advance, Jenny Wilson, Director OSU - OKC Financial Aid and Scholarships 900 N Portland Oklahoma City, OK 73107 405-945-3211 fax 405-945-3319 From pmcconahay at ou.edu Tue Aug 6 10:39:31 2002 From: pmcconahay at ou.edu (Mc Conahay, Pamela K) Date: Tue Mar 23 20:21:57 2004 Subject: [Oasfaa] When is Fall Break? Message-ID: <55206A473154D011924D0020AFF7ACB508546651@mail1.oulan.ou.edu> I'm trying to schedule our Fall 2002 NASFAA/SWASFAA Decentralized Training workshop and it just occurred to me that SOME public schools in Oklahoma have a fall break (not Thanksgiving, this is separate). I know that last year they tried to coordinate all of them (including Spring break) at the same time. Could some of you lucky suckers who have this break check your Fall 02 schedule and let me know when it is? Thanks! Pam McConahay Asst. Director, Compliance & Support Services University of Oklahoma Financial Aid Services 731 Elm, Rm 125 Norman OK 73019-2111 (405) 325-4617 Fax (405) 325-7608 pmcconahay@ou.edu From pmcconahay at ou.edu Tue Aug 6 11:32:58 2002 From: pmcconahay at ou.edu (Mc Conahay, Pamela K) Date: Tue Mar 23 20:21:57 2004 Subject: [Oasfaa] Got the Fall Break info: Oct 17-18 Message-ID: <55206A473154D011924D0020AFF7ACB508546656@mail1.oulan.ou.edu> Thanks to everyone who responded, the state schools who have Fall breaks all seem to be scheduled on Oct 17-18. OU doesn't have a scheduled fall break.....although we do sometimes get a Monday off after a certain football game that's played south of the Red River. Thanks! Pam McConahay Asst. Director, Compliance & Support Services University of Oklahoma Financial Aid Services 731 Elm, Rm 125 Norman OK 73019-2111 (405) 325-4617 Fax (405) 325-7608 pmcconahay@ou.edu From DLee at snu.edu Tue Aug 6 15:29:59 2002 From: DLee at snu.edu (Diana Lee) Date: Tue Mar 23 20:21:57 2004 Subject: [Oasfaa] verification question Message-ID: I was trying to verify a file where the student listed a step mother, however, did not provide her income tax information. The father called and said it was really his live in girlfriend, and she would not provide that information. He said he called the 1-800 FA hot line and they said I was stupid for asking for that information. He also called OU and OCU's financial aid office and asked about their policy, and they both said that they would not ask for her information. In my book this is a common law marriage and I do need her information. What do you all think? From pmcconahay at ou.edu Tue Aug 6 16:45:23 2002 From: pmcconahay at ou.edu (Mc Conahay, Pamela K) Date: Tue Mar 23 20:21:57 2004 Subject: [Oasfaa] verification question Message-ID: <55206A473154D011924D0020AFF7ACB508546664@mail1.oulan.ou.edu> Diana, One of those idjits at FedAid called you stupid? The GALL of those people. If the student listed a woman as a "stepmother" on his verification worksheet, we would have asked for her income info. If dad turned around and said "she's just my girlfriend", we would have followed up to find out if this did qualify as a common-law marriage.....you don't get to "King's X, alley alley oxen free" reporting someone as your stepmother just by verbally backpedaling when we call you on it. And, if Dad signed the verification worksheet with the woman listed as "stepmother", I'd consider that "representing yourselves to the public as being married" as shown in the Oklahoma common-law definition. Pam McConahay Asst. Director, Compliance & Support Services University of Oklahoma Financial Aid Services 731 Elm, Rm 125 Norman OK 73019-2111 (405) 325-4617 Fax (405) 325-7608 pmcconahay@ou.edu -----Original Message----- From: Diana Lee [mailto:DLee@snu.edu] Sent: Tuesday, August 06, 2002 3:30 PM To: oasfaa@onenet.net Subject: [Oasfaa] verification question I was trying to verify a file where the student listed a step mother, however, did not provide her income tax information. The father called and said it was really his live in girlfriend, and she would not provide that information. He said he called the 1-800 FA hot line and they said I was stupid for asking for that information. He also called OU and OCU's financial aid office and asked about their policy, and they both said that they would not ask for her information. In my book this is a common law marriage and I do need her information. What do you all think? _______________________________________________ OASFAA mailing list OASFAA@lists.onenet.net http://lists.onenet.net/mailman/listinfo/oasfaa From kmmiller at okwu.edu Wed Aug 7 09:02:07 2002 From: kmmiller at okwu.edu (kevin miller) Date: Tue Mar 23 20:21:57 2004 Subject: [Oasfaa] Newly Married Student Question Message-ID: <3D51285F.81B46412@okwu.edu> This may come up often for some of you larger schools, but we have come across a student of ours who was recently married, and waited to file his FAFSA until after his marriage. Since he waited, he filed with he and his new wife's 2001 separate tax information (instead of his parent's), and of course he got selected for verification. The problem we've run across is the student did not file taxes, but his wife did. What is the best way to go about properly displaying the income information on the FAFSA? An obvious option would be to only list her AGI, tax paid, and exemptions on those specific FAFSA lines since those are the only figures documented by tax forms, and then only list the student's income on the "Student's Income Earned From Work" line. I wasn't sure if that would then give an "inaccurate" picture of the couple's income for the year, though I feel this may be the best/most justifiable option. Any thoughts? Thanks in advance... kevin miller Oklahoma Wesleyan University From pmcconahay at ou.edu Wed Aug 7 09:11:42 2002 From: pmcconahay at ou.edu (Mc Conahay, Pamela K) Date: Tue Mar 23 20:21:58 2004 Subject: [Oasfaa] Newly Married Student Question Message-ID: <55206A473154D011924D0020AFF7ACB50854666E@mail1.oulan.ou.edu> Kevin, If you leave her AGI in the AGI field, and only put his earnings in the "student's earnings from work" field, you are going to get a skewed EFC that doesn't reflect both incomes. Putting the student's income into the "student's earnings from work" field will get you an accurate FICA allowance and employment expense allowance BUT the EFC formula won't include those earnings in the "total income" figure that's used to compute the EFC. Here's my suggestion: record his income in the "student's earnings from work" field (again, to get the correct FICA and employment allowance figures) and also record it is Untaxed Income. Or, you could add it to her AGI in the AGI field instead of putting it in the Untaxed Income field. Either one of these will insure that the income used to compute the EFC will reflect their true total income. Pam McConahay Asst. Director, Compliance & Support Services University of Oklahoma Financial Aid Services 731 Elm, Rm 125 Norman OK 73019-2111 (405) 325-4617 Fax (405) 325-7608 pmcconahay@ou.edu -----Original Message----- From: kevin miller [mailto:kmmiller@okwu.edu] Sent: Wednesday, August 07, 2002 9:02 AM To: OASFAA Listserv Subject: [Oasfaa] Newly Married Student Question This may come up often for some of you larger schools, but we have come across a student of ours who was recently married, and waited to file his FAFSA until after his marriage. Since he waited, he filed with he and his new wife's 2001 separate tax information (instead of his parent's), and of course he got selected for verification. The problem we've run across is the student did not file taxes, but his wife did. What is the best way to go about properly displaying the income information on the FAFSA? An obvious option would be to only list her AGI, tax paid, and exemptions on those specific FAFSA lines since those are the only figures documented by tax forms, and then only list the student's income on the "Student's Income Earned From Work" line. I wasn't sure if that would then give an "inaccurate" picture of the couple's income for the year, though I feel this may be the best/most justifiable option. Any thoughts? Thanks in advance... kevin miller Oklahoma Wesleyan University _______________________________________________ OASFAA mailing list OASFAA@lists.onenet.net http://lists.onenet.net/mailman/listinfo/oasfaa From DLee at snu.edu Wed Aug 7 13:38:16 2002 From: DLee at snu.edu (Diana Lee) Date: Tue Mar 23 20:21:58 2004 Subject: [Oasfaa] Verification of live-in girlfriend/step mother Message-ID: Thank you to all who responded to my inquiry as to what to do with a parent's live in girlfriend's income. Some said "yes" we must include her income; and some said "No" My answer to the father will be yes we must include her income because: 1. The student and father both signed the original fafsa with her included. 2. The student and father both signed the IVF with her included as a family member. If this father and son end up at your school, and he tells you the story about this stupid financial aid lady at SNU, you will now know there other side of the story. From kmmiller at okwu.edu Thu Aug 8 10:46:22 2002 From: kmmiller at okwu.edu (kevin miller) Date: Tue Mar 23 20:21:58 2004 Subject: [Oasfaa] Answers to Newly Married Student Question Message-ID: <3D52924E.67F0EDDC@okwu.edu> thanks to all who sent replies on the issue. many of you voiced interest in hearing what the consensus was on the topic. several suggested to simply add the student's (did not file) income to the AGI of his new spouse (did file) but make no adjustment to tax paid, since the only tax paid was that of the filing spouse. pam also suggested another idea was to just include the student's amount as untaxed income on worksheet B, and only plug in the tax figure numbers for the spouse. that option would have probably worked out to a similar outcome. thanks again to all who helped! kevin miller Oklahoma Wesleyan University