[Oasfaa] [EXTERNAL] OASFAA Digest, Vol 266, Issue 1

Shala LaTorraca slatorraca at okwu.edu
Wed Jul 8 17:05:00 CDT 2026 

Hi, Linette,

Can you send the allocation directly to me? The attachment gets scrubbed when it goes through the listserv. Thanks.


Blessings,


SHALA J. LATORRACA, M.MIN., FAAC®<https://badgr.com/public/assertions/nSGTT_qOQUufWx3lPFm_Zw?identity__email=slatorraca@okwu.edu>
Certified Jenzabar Financial Aid Director<https://learn.jenzabar.com/share/v1/gamification/assigned_badge/a7c3f936-2a54-415a-aa93-272fdbd5a29b/shared?lang=en&t=1743525154544>

Certified Jenzabar Advancement Relationship Manager<https://learn.jenzabar.com/share/v1/gamification/assigned_badge/230c2c2e-c092-43fd-b8a4-20501b632de9/shared?lang=en&t=1747858733036>

DIRECTOR OF FINANCIAL AID

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P: 918.335.6260

HOURS: 9AM - 4PM CT

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 Book a Meeting with a Financial Aid Counselor:  Schedule Here<https://outlook.office365.com/owa/calendar/OKWUFinancialAid@testokwustudents.onmicrosoft.com/bookings/>

________________________________
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Sent: Wednesday, July 8, 2026 12:00 PM
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Subject: [EXTERNAL] OASFAA Digest, Vol 266, Issue 1

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Today's Topics:

   1. 2026-2027 OTAG Allocations (McMurtrey, Linette)


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Message: 1
Date: Tue, 7 Jul 2026 21:36:05 +0000
From: "McMurtrey, Linette" <lmcmurtrey at osrhe.edu>
To: OASFAA listserv <oasfaa at lists.onenet.net>
Cc: "Beam, Colbi" <cbeam at osrhe.edu>, "Varughese, Neenu"
        <nvarughese at osrhe.edu>, "Ong, Calvin" <cong at osrhe.edu>
Subject: [Oasfaa] 2026-2027 OTAG Allocations
Message-ID:
        <EA3PR19MB92533C5FE06AEB1C3CABDEDAD1F02 at EA3PR19MB9253.namprd19.prod.outlook.com>

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

Good afternoon!
At their May 29 meeting, the Oklahoma State Regents for Higher Education approved an allocation of $17,010,329 for the Oklahoma Tuition Aid Grant (OTAG) program in 2026-2027, consistent with the amount approved for 2025-2026. In addition to the annual appropriation, $2,003,671 in carryover funds has been added to the 2026-2027 OTAG allocation, bringing the total amount available for distribution to institutions to $19,014,000. Each institution's final 2026-2027 allocation includes its share of both the annual appropriation and the carryover funds. Please see the attached schedule for your institution's 2026-2027 OTAG allocation. All allocations remain contingent upon the availability of state funding.
As a reminder, institutional allocation percentages continue to be based on the methodology adopted by the State Regents in September 2021 following the passage of HB 1821, which set each institution's share according to the percentage of total OTAG funding paid to its students in 2019-2020. We have continued to review award and payment data since that time, and the results have remained consistent with the current allocation percentages. We will continue to monitor the data and evaluate whether any adjustments to the methodology may be warranted in the future.
We are currently updating the OTAG forms and information on the OSRHE Financial Aid Resources for Institutions site: https://urldefense.com/v3/__https://okhighered.org/admin-fac/finaidresources/__;!!Gfn0K-8!N1qGYQ-beuML_7y17tS83vLFphYr9iSBx0H7w4z3F-MX_hwW4mLJ6pYeu2PDziuwHN2sOljppHQjkSDifnWdgcvO2D7VzKR2$. The 2026-2027 OTAG Award Claim Form template, along with full instructions for completing the claim, will be available soon.
Please remember the primary student eligibility criteria: students must be Oklahoma residents, Pell Grant eligible for the current payment period, and undergraduate students with sufficient financial need. Other awarding priorities include students with the most unmet financial need, students enrolled in programs that meet high-demand workforce needs, students who are nearest to completing a degree or certificate, and students who have remained continuously enrolled.


Please keep in mind that OTAG allocations are awarded on an annual basis, and we recommend awarding and claiming approximately half of your allocation each semester (fall/spring). If your institution underspends or reserves funds, you may also award OTAG for a summer trailer semester. All claims, including summer claims, must be submitted by June 15, 2027. Any funds remaining unclaimed after that date will not carry over into your 2027-2028 allocation.

Please contact me if you have any questions or if I can be of assistance to you regarding the awarding of OTAG funds to your eligible students.
Thank you,
Linette McMurtrey

Director for State Grants and Scholarships

Oklahoma State Regents for Higher Education

655 Research Parkway, Suite 200
Oklahoma City, OK 73104

(405) 225-9131

Fax (405) 225-9392

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