Student Financial Services - DOC by malj

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									                          Student Financial Services

          Calendar of Events for the 2009 – 2010 Academic Year

November-May

   Seniors in high school apply for admission to JWU
   Campus visits and Campaigns 1 – 5 takes place
   Students submit reservation deposits (typically 30 days from their formal
    acceptance)

January

   GET A PIN:
      o Before beginning the FAFSA, students and at least one parent should
          apply for a personal identification number (PIN) at www.pin.ed.gov. The
          PIN will allow the student and parent to sign the FAFSA electronically.

   USE THE FAFSA PDF DOCUMENT:
      o Encourage students and their families to complete the PDF version of the
          FAFSA to help collect the information necessary to fill out the FAFSA
          online.

   COMPLETE THE ONLINE FAFSA APPLICATION:
      o Students can apply for apply for financial aid on line online at
        www.fafsa.ed.gov. If the student and parent did not obtain a PIN they will
        need to print the signature page. It must be signed by student and parent
        then sent to Federal Processor. Students must provide the school code to
        ensure that their information is released to Johnson & Wales University
        (JWU 003404).

   Students from eligible states must be aware of their state grant deadline (e.g.,
    Rhode Island residents March 1, 2009; Massachusetts residents May 1, 2009).
    FAFSA must be received by this deadline for consideration. Filing deadlines for s
    JW North Carolina match is March 15, 2009. Eligible states:

             1.   Connecticut
             2.   DC
             3.   Delaware
             4.   Florida (N. Miami campus only)
             5.   Massachusetts (Providence campus only)
             6.   Maine
             7.   Maryland
             8.   New Hampshire
             9.   North Carolina (Charlotte campus only)
               10. Pennsylvania (Providence campus only)
               11. Rhode Island
               12. Vermont

   Residential Life
     ONLY students who have made an Admissions reservation deposit can apply for and
     select housing. As soon as a deposit is received (i.e. posted) students will receive an
     email from housing (roughly one week after deposit is made) they are then instructed to:

              Complete their housing application ON-LINE at housing.jwu.edu
              Complete the first 7 questions
              Create a housing profile and search for compatible roommates/request specific
               roommates ON-LINE
              Choose a residence hall and room ON-LINE and in REAL TIME

February
   Students who submitted their online FAFSA in January will receive a Green
    Student Aid Report (SAR). This report lists all questions and responses put on
    the FAFSA. The student/parent(s) must review it to make sure their responses are
    accurate. If they need to make corrections to any of the information, they may do
    so on line with the use of their PIN or they can make changes to the SAR and mail
    it back to the Federal Processor for correction. Keep copies for your records.

   If a student is selected for a process called verification, a letter will be sent to the
    mailing address, requesting signed federal income tax returns for the student and
    parent(s) if they filed, a signed verification worksheet requesting household
    information and number in college, and a signed untaxed income worksheet, if
    applicable. Student and parent must sign the verification worksheet and untaxed
    income worksheet. Worksheets can be printed via www.jwu.edu web site.

  March & April

      Financial aid award letters are mailed to students whom JWU has received a
       FAFSA from. If eligible the award could consist of Admissions merit aid
       (e.g. Presidential Scholarships, DECA, FCCLA, etc.), Federal aid (e.g. Pell,
       SEOG, Federal Work-Study, Stafford loan, Unsubsidized Stafford Loan), and
       Institutional aid (e.g. JW Grant). If JWU is notified of outside scholarship(s),
       at the time of mailing the Financial aid award, they will also be part of the
       award package.

      Freshman Financial Aid packets will contain:
          1. Financial Aid Award Letter:
                 lists federal awards
                 lists institutional awards
          2. Booklet outlining the following:
                 lists tuition and fees for 09-10
       check-in requirements
       check-in due date of July 10, 2009
       instructions on completing the Stafford Loan Entrance
          Interview on line www.webfinaid.com
       definition of tuition and fees
       explanation of the verification process
       work sheet to calculate balance
       J&W payment plan options
       application for the monthly payment plan
       scholarship notification
       definition of financial aid awards
       telephone contact list
3. Master Promissory Note for the Subsidized and/or Unsubsidized
   Federal Stafford Loan
4. postage paid return envelope
           Campaign #3 begins: Admissions Representative will begin Freshmen
            calling to introduce the purpose of Student Financial Services and the role
            of a Financial Planner and encourage prospect to speak to a planner




                        Freshmen Calling Campaign 3

Admissions Representatives:

Hello my name is _________________ I represent Johnson & Wales University. Have
you received your Annual Financial Statement/Financial Aid notice from the University?

If no:

Ask them to call you back once they receive the statement and/or if they don’t receive it
within 2 weeks. If they call back indicating they never received one and would like to
request a duplicate please email Kathi Izzo in Financial Aid at kizzo@jwu.edu.

If yes:

Briefly explain the following:

    1. Introduce the Financial Planning Department
    2. Introduce the purpose of a Financial Planner
    3. Explain that the reason for the call is to connect the student with their Financial
       Planner
    4. Review the program of study, residency status and campus that is listed on the
       upper right corner of the statement
    5. Ask the student/parent if they would like their Financial Planner to call them,
       capture best time to call and appropriate telephone number
    6. OR request that the student/parent call the Financial Planner directly via
       telephone or email
    7. Remind the student to schedule to attend summer orientation (mandatory at the
       Providence campus)
    8. Remind the family that the Check-In requirements due date is July 10th and if they
       do not meet all requirements they will not be in good standing. Housing
       assignments will not be released and their enrollment could be affected.
    9. Enter code (RC) in Talisma (Rep system).




**List of Financial Planners and contact information is located on next page.
 Providence Financial Planning (DOWNCITY: Business/Hospitality/Technology)
Name             Telephone Number Email Address       Alpha. Distribution

*Beth Chace                2940    bchace@jwu.edu
Sharon Cotrone             4644    scotrone@jwu.edu      A-Bl
Carole Smith               1469    casmith@jwu.edu       Bm-Ci
Marcus Brown               1752    mbrown@jwu.edu        Cj-Dre
Jill Dickson                2990   jdickinson@jwu.edu    Drf-Gik
Jonna Ianiero              1946    jianiero@jwu.edu      Gil-Hu
Marty Connell              1061    mconnell@jwu.edu      Hv -Lea
Stacy Harnois              4766    sharnois@jwu.edu      Leb-McD
Denise Mailloux            1797    dmailloux@jwu.edu     McE-Ole
Shaun Crank                1039    scrank@jwu.edu        Olf-Rec
Tj Feldman                 2216    tfeldman@jwu.edu      Red-Sid
Susan Pittsley             4717    spittsley@jwu.edu     Sie-Ts
Jane Delamare              1236    jdelamare@jwu.edu     Tt-Z

            Providence Financial Planning (HARBORSIDE: CULINARY)
*Heather Newton              2886 hnewton@jwu.edu        A-Da
Christine Iannotti          4837     ciannotti@jwu.edu   Db-Ke
Monica Marcotrigiano         1850 mmarcotrigiano@jwu.edu Kh-Q
Lucinda Henderson           1735     lhenderson@jwu.edu  R-Z


                            Florida Financial Planning
*Elizabeth Romagni            7067 eromagni@jwu.edu      Fresh Team Lead I - P
Elizabeth Kalouf               5372 ekalouf@jwu.edu       A- H
Pamela Mills                   7583 pmills@jwu.edu        Q-Z

                            Denver Financial Planning
*Kim Buxton          303-256-9320 kbuxton@jwu.edu
*Jenny Ewart         303-256-9374 jwinkler@jwu.edu       A-C
Ashlee Barker        303-256-9397 abarker@jwu.edu        D - Me
Nia Walker           303-256-9394 nwalker@jwu.edu        Mf - Z
Amy Kittredge        303-256-9486 akittredge@jwu.edu     Account Specialist

                         Charlotte Financial Planning
*Sharon Davis            1301 sdavis@jwu.edu             Team Lead
Georgina Green   980-598-1316    ggreen@jwu.edu          A-C
Cosby Fua                1310    cfua@jwu.edu            D-He
Kat Chitow               1321    kchitow@jwu.edu         Hf – Mi
Anita Brewington         1324    abrewington@jwu.edu     Mj- Sif
MaShona McAfee           1314    mmcafee@jwu.edu         Sig – Z
Ed Langhan               1315    elangham@jwu.edu        Acct Specialist

*Financial Planning Team Lead
         Financial Planner will enter deli codes and initial balance strings in Banner
          (place string under Account Detail NOT under Student Account Detail, you
          can copy and paste)
              o NOTE: Balance strings are subject to change due to verification
                  and/or changes to the student’s award. Please do not review string
                  with the student in case the award has changed, this is for internal
                  purpose only refer family to the financial planner.

Deli Codes
The list below represents all Deli (financial planning payment codes) in Banner. Once a
Financial Planner has reviewed the payment options with a family and they indicate which option
they intend to select a code is entered in the system and is used to track the payment activity.
These codes are entered in the system beginning in March as we converse with students. They
are updated and tracked each week.

AA=Annual
   The student/parent indicated they will pay the annual balance in full for the year.

AL=Alternative Loan
    The student/parent indicated they will pay the balance using an alternative loan, i.e.
      Signature Loan, TERI Loan, CitiAssist, Key Bank Loan, NJ Class Loan, etc.

AO=Tuition Management Systems & Alternative Loan
   The student/parent indicated that they will pay the balance using a combination of the
      monthly payment plan and an Alternative Loan.

AP=Alternative Loan & Parent Plus Loan
    The student/parent indicated that they will pay the balance using an alternative loan and a
      Federal Parent PLUS loan.

CB=College Bound Loan
    The student/parent indicated that they will pay the balance with a College Bound Loan.

CR=Company Reimbursement
    The student’s employer pays the tuition (primarily used for CE students).

EM=Employee Scholarship
   The student, parent or spouse works for JWU and this is the method of payment.

FA=Financial Aid Only
    This represents that the financial aid covers the entire annual balance. This includes an
      Unsubsidized Stafford Loan and/or Federal Work Study.

NA=No Arrangement
    The Financial Planner has attempted to contact the student but to no avail; therefore the
      planner does not know how the family intends to pay.
NP=No Payment Plan
         The Financial Planner spoke with the student/parent; however they have not decided on a
          payment method.

PL=PLUS Loan
    The parent plans to borrow a Federal Parent PLUS loan to cover the balance.

TM=Tuition Management Systems
   The student/parent indicated that they will pay the balance using the monthly payment
     plan with Tuition Management Systems (TMS).

TO=Term payment & Alternative Loan
    The student/parent indicated that they will pay the balance using a combination of an
      alternative loan and term payments.
TP=Term payment & Plus Loan
    The student/parent indicated that they will pay the balance using a combination of term
      payments and a Federal Parent PLUS loan.

TR=Term payment plan
    The student/parent indicated that they will pay the annual balance by the term (3 equal
      payments).

XX=Grad & Not attending
   The student indicated that they will be graduating and not attending this term.

                     Approved Tuition and Fees for 2009-2010:

All Campuses
       Tuition:                                                $22,149
       General Fee:                                              1,065
       Orientation Fee                                            276

Providence
       Premium Housing                                         $10,383
       Standard Housing                                          9,249
       Optional Weekend Meals                                   1,068

Charlotte:
        Standard Housing                                        $9,249
        Optional Weekend Meals                                   1,068
North Miami:
        Housing                                                 $8,274
        Premium options meal plan (M-F)                          1,068

Denver:
          Standard Housing                                      $9,249
          Value Housing                                          8,274



Examples of Financial Planning Balance String:
22149+1065+276+10383+1068=34941-300dep-4310pe-950se-3500sub-
2000unsub- 9000jwg-5000pres= 9881 bal

22149+1065+276=23490-300dep-3500sub-2000unsub-6000jwg-
2500acad=9190

22149+1065+276+9249= 32739-3500sub-2000unsub-5000pres=22239

Definition of abbreviations:

22149:         tuition
1065:          general fee
276:           orientation fee
10383:                premium room & board (PVD)
9249:          standard room & board (PVD, CLT & DEN)
8274:          standard room & board rate in MIA
1068:          optional weekend meal plan PVD & CLT
1068:          premium meal plan in MIA (Monday – Friday)

dep:     deposit
pe:      Pell grant
se:      SEOG grant
sub:     Subsidized Stafford Loan
unsub:   Unsubsidized Stafford Loan
jwg:     Johnson & Wales Grant

Scholarships will be abbreviated using a two to three letter combination.

NOTE: Balance strings are subject to change due to verification and/or changes to the
student’s award. Please do not review string with the student in case the award has
changed, this is for internal purpose only refer family to the financial planner.




May
          The Financial Planners will call students who deposited by 5/1/2009 and filed
           a FAFSA and do not have a deli code to lock in a payment plan.

        An invoice will be sent to all accepted students. The invoice lists all charges
         (i.e. tuition, general fee, orientation fee, room & board, and optional weekend
         meal plan) for the September term. It also subtracts deposit and any financial
         aid that was previously awarded (e.g. Admissions merit aid, Federal aid,
         Institutional aid, etc.). The invoice indicates balance owed to JWU. A letter
         will be enclosed to review payment options as well as Check-In requirements.

        An email reminder will be sent to students who have not completed a Stafford
         Loan Master Promissory Note and an Entrance Interview.

        A Federal PLUS loan mailing is sent to all parents of accepted freshmen. The
         PLUS loan is a payment option.


June
        Admissions Representatives will continue to push deposited pool after 5/1/09
         to Financial Planners for clearance, keep in mind the planners in PVD will be
         unavailable on Tuesday and Friday of each week during summer
         orientation (June 18 to July 24)

        The clearance process begins.

        A second mailing will be sent to students who have not submitted a Stafford
         Loan

        Summer mandatory orientation begins in Providence.

        A reminder email is sent to students regarding the July 11th Check-In
         requirement due date.

        Campaign # 5 begins: Admissions Representatives will call students that
         received an invoice.




                      Freshmen Calling Campaign 5
Script #1 for the following type of students:

    1.    filed a FAFSA
    2.    have an award date
    3.    have a RC
    4.    have a Deli Code


Admissions Representatives:

Hello my name is _________________ I represent Johnson & Wales University. Have
you received your Invoice for 2009-2010 from the University?

If no:

Ask them to call you back once they receive the statement and/or if they don’t receive it
within 2 weeks. If they call back indicating they never received one and would like to
request a duplicate please email Kathi Izzo in Financial Aid at kizzo@jwu.edu.

If yes:

Briefly explain the following:

           I understand you already spoke to your Financial Planner and indicated you
            intend to pay your balance…..(use Deli code as a guide)
           Ask the family if they already submitted the necessary payment or application
            based on the Deli code
           If not direct them to a Financial Planner
           keep in mind the planners in Providence will be unavailable on Tuesday
            and Friday of each week during summer orientation (June 18 to July 24)
           If they indicate they have recommend they contact the Financial Planner for
            clearance
           Verify that the student scheduled to attend summer orientation
           Remind the family that the Check-In requirements due date is July 10th and if
            they do not meet all requirements they will not be in good standing. Housing
            assignments will not be released and their enrollment could be affected.




Refer to listing of Financial Planners by campus.



                          Freshmen Calling Campaign 5
    Script #2 for the following type of students:
    1.    filed a FAFSA
    2.    have an award date
    3.    have a RC
    4.    NO Deli Code

Admissions Representatives:

Hello my name is _________________ I represent Johnson & Wales University. Have
you received your Invoice for 2009-2010 from the University?

If no:

Ask them to call you back once they receive the statement and/or if they don’t receive it
within 2 weeks. If they call back indicating they never received one and would like to
request a duplicate please email Kathi Izzo in Financial Aid at kizzo@jwu.edu.

If yes:

Briefly explain the following:

           Have you been in contact with your Financial Planner?
                 (assuming NO because there isn’t a deli code; however if a NA or NP
                 exist read the following dialog)
               NA = Financial Planning has had no contact with student
               NP = Financial Planning has contacted the student but the student does
                   not know how he/she will pay the tuition balance
           “I understand you spoke with a Financial Planner and have not secured a
            payment plan, are you still interested in attending Johnson & Wales…..If so
            you need to speak to your financial planner as soon as possible”…..get them
            connected
           If they have not been in contact strongly recommend they speak to a planner
            to review charges and financial aid award as well as payment options.
           keep in mind the planners in Providence will be unavailable on Tuesday
            and Friday of each week during summer orientation (June 18 to July 24)
           Verify that the student scheduled to attend summer orientation
           Need to emphasize the importance of establishing a payment plan and getting
            cleared for Check- Direct them to a Financial Planner
           Remind the family that the Check-In requirements due date is July 10th and if
            they do not meet all requirements they will not be in good standing. Housing
            assignments will not be released and their enrollment could be affected.

Refer to listing of Financial Planners by campus.

JUNE
         Financial Planners will begin to financially clear students. The Admissions
          Rep. System will begin to reflect cleared indicators. See below for
          explanation of Y versus N
         Summer orientation begins at each campus. The orientation program in
          Providence is mandatory therefore all students must attend. If a student can
          not attend they need to contact their campus orientation department.


Cleared:
If a student has a Y indicator after the word cleared this means the student has established an
approved payment plan.

Not Cleared:
If a student has a N indicator after the word cleared this means the student has NOT established
an approved payment plan.

Students are cleared throughout the summer as they fulfill their arrangements. If a student is not
financially cleared the reasons are listed below for each payment code.


AA=Annual
   The student/parent has not paid the annual balance.

AL=Alternative Loan
    The student/parent has not submitted the Alternative loan application or we haven’t
      received an approval from the lender.

AO=Tuition Management Systems & Alternative Loan
   The student/parent has not paid the $60.00 enrollment fee as well as the first monthly
      payment OR has not submitted the Alternative loan application or we haven’t received an
      approval from the lender.

AP=Alternative Loan & Parent Plus Loan
    The student/parent has not submitted the Alternative Loan/Parent PLUS Master
      Promissory Note and/or the loan amount request form OR we have not received an
      approval from the lender.

CB=College Bound Loan
    The student/parent has not submitted the College Bound Loan application or we have not
      received an approval from the lender.

CR=Company Reimbursement
    The company pays the students tuition one term in arrears, so if a student is not cleared, it
     means either he/she is more than one term in arrears or they did not turn in their
     Company Reimbursement form.
EM=Employee Scholarship
   The EM paperwork has not been completed with Human Resources.

FA=Financial Aid Only
    It is recommended the family speaks to a financial planner.

NA=No Arrangement
   It is strongly recommended that the family speak to a financial planner.

NP=No Payment Plan
    It is strongly recommended that the family speaks to a financial planner.

PL=Plus Loan
   The parent has not submitted the PLUS Master Promissory Note and/or the loan amount
      request form OR we have not received an approval from the lender.

TM=Tuition Management Systems
   The student/parent did not pay the $60.00 enrollment fee as well as the first monthly
     payment.

TO=Term payment & Alternative Loan
    The student/parent has not paid the first term payment OR submits the Alternative Loan
      application and/or we have not received an approval from the lender.

TP=Term payment & PLUS loan
    The student/parent has not paid the first term payment OR parent has not submitted the
      PLUS Master Promissory Note and/or the loan amount request form or has not received
      an approval from the lender.

TR=Term payment plan
    The student/parent did not pay the first term payment.

XX=Grad & Not attending
   The student is not attending the next trimester

July

        To meet all Check-In requirements the student must:
         1. Establish an approved payment arrangement for annual balance owed to
            JWU by July 10, 2009. Approved payment arrangements fall into these
            categories:
                     Pay entire term balance prior to July 10, 2009 OR,
                     Establish a monthly payment plan with Tuition Management
                        Systems (TMS) for the entire balance due. The $55 application
                        fee along with the first monthly payment is due by July 10,
                        2009 OR,
                           Have an approved loan (PLUS or Alternative) which covers the
                            annual balance by July 10, 2009.
           2.   Submit all requested financial aid documents, such as federal income tax
                returns, verification worksheets, untaxed income worksheets, etc. by July
                10, 2009.
           3.   Submit Master Promissory Note for Subsidized and/or Unsubsidized
                Federal Stafford Loan by July 10, 2009.
           4.   Complete a Stafford Loan Entrance Interview either on line at
                www.webfinaid.com or in person at SFS by July10, 2009.
           5.   Submit completed medical forms to Health Services by July 10, 2009

International Process:

The payment due date is August 28, 2009 to allow international students more time to
pay their tuition bill and request a housing assignment. In addition SFS will send
payment worksheets to international students via email due to length of time it takes for
the invoices to arrive at its destination.

        International students must have all paperwork finalized with the International
           Office

        New students will NOT receive their housing assignment unless they establish
           an approved payment plan with Student Financial Services, see #1 under
           check-in requirements.

        Students who have holds (not cleared) on their record will receive an email
           indicating they have a hold and will not be able to attend class until the hold is
           removed.

August

        A reminder email is sent to students that still have holds (not cleared).

September

        Opening weekend takes place. If the student has completed all requirements,
         they will not have to attend Check-In. If they have not completed their
         requirements they will need to attend Check-In weekend to complete the
         necessary requirements.

OPENING OF SCHOOL….

								
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