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Create Student Budget
Determine Scenario
Go to “Student Services Center” screen and review Admissions Status; Active enrollment is indicative of admission
Select “Academics” tab Verify student’s program Two scenarios possible for why
there is not budget: No ISIR present or Non-Degree
No ISIR/Non-Degree Seeking Student
Go to “Manage Financial Aid Years” Click the “+” symbol if the current aid year is not present Enter current academic year and save If current academic year is present, the prior step is not necessary
No ISIRBuild FA Term
Go to “Maintain FA Term” Screen Term Information:
Enter appropriate term student is enrolled in 2 Y Y 7 = Fall (Fall 2016 = 2167) 2 Y Y 1 = Spring (Spring 2017 =
2171) 2 Y Y4 = Summer (Summer 2017 =
2174)
Student Data: Select the “Build” Icon
Verify the appropriate terms have been created by reviewing the Term Information Box; ensure that Fall and Spring term was built if applicable.
Save
Non-Degree SeekingCreate FA Term manually
Go to “Maintain FA Term” Screen Term Information:
Enter appropriate term student is enrolled in 2 Y Y 7 = Fall (Fall 2016 = 2167) 2 Y Y 1 = Spring (Spring 2017 = 2171) 2 Y Y4 = Summer (Summer 2017 = 2174)
Student Data: Select “Career” and choose applicable level
Undergraduate, Graduate, Law Select “Primary Program” and “Academic
Plan” that best fits non-degree program Select appropriate “Campus” as determined
in Student Services Online, Tempe, West, Poly, Thunderbird
Save
Non-Degree SeekingCreate FA Term manually (continued)
Academic Level Tab Term Information:– In the “Academic Load” box enter
the appropriate status: ▪ F: Full-time, H:Half-time, L:Less than
Half-Time– In the “Financial Aid Load” box
enter the appropriate status: ▪ F: Full-time, H:Half-time, L:Less than
Half-Time– “Academic Level” select the
appropriate grade level: Freshman, Sophomore, Junior,
Senior, Post Bacc, Graduate
Non-Degree SeekingCreate FA Term manually (continued)
Financial Aid Info Tab In the “NSLDS Loan Year”
box enter the appropriate grade level
In the “Direct Lending Year” box enter the appropriate lending year
Non-Degree SeekingCreate FA Term manually (continued)
Statistics Tab In the “Taken” box enter the
appropriate credits: ▪ UGRD Full Time : 12
GRAD Full Time: 9▪ UGRD Part Time : 6
GRAD Part Time : 5
Non-Degree SeekingCreate FA Term manually (continued)
Records and Term Tab Enter 16 weeks in the
“Weeks of Instruction” field
Go to “Create Student Budget” screen In the “Term” box, enter term code of the
budget aid year Use the “+” submit to create an
additional row with the next term if processing both fall and spring terms
Click on “Build Budget” and review Budget Term Summary “Detail” to ensure all components are present
If tuition is missing from Budget Items choose “Tuit” for the Category and use the magnifying glass in order to choose the correct type of tuition
Click on “Move Budget” Save
Create Student BudgetNo ISIR and Non-Degree Seeking
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