Financial Aid Student Portal Handbook - Bellevue University

1y ago
35 Views
1 Downloads
1.60 MB
39 Pages
Last View : 13d ago
Last Download : 6m ago
Upload by : Tripp Mcmullen
Transcription

FINANCIAL AID PORTAL HANDBOOK Operational Training Copyright Bellevue University. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form by any means—electronic, mechanical, photocopy, scan, recording, or any other—without the express prior written permission of Bellevue University and Operational Training.

Operational Training Versions Version Date Author Details 1.0 January 15, 2020 Brittany Rindone Initial Document 1.1 November 4, 2020 Brittany Rindone Added new log in options 1.2 May 4, 2021 Brittany Rindone Added process to view, accept, and/or decline awards. Disclaimer This Knowledge Pack (KP) may contain minor variances of screen captures but the steps are the same. Learning Objectives By the end of this training, a Bellevue University student should be able to Access the Financial Aid Portal Navigate the Dashboard View and Accept/Decline Awards View and Upload Documents Send Messages to the Financial Aid Office Financial Aid Portal Page 2

Operational Training Table of Contents Learning Objectives. 2 Financial Aid Portal . 4 Student Experience. 4 Accessing Financial Aid Portal . 5 Logging into Portal . 5 Logging out of Portal. 13 Navigating the Student Portal. 14 Dashboard . 14 Financial Aid . 15 Useful Links . 21 Documents. 22 Messages. 36 Financial Aid Portal Page 3

Operational Training Financial Aid Portal Student Experience As of Jan. 20, 2020, Bellevue University’s new, automated financial aid system went live and here is what you can expect: All digital, mobile-friendly solution that lets you upload documents directly from your phone or tablet. Automatic, immediate verifications so you know your documents were received. Real-time status updates so you know where you are at in the process. Ability to provide e-signatures on some forms. Financial Aid Portal Page 4

Operational Training Accessing Financial Aid Portal You can access the automated system, in three ways, via BRUIN Connect, the BRUIN Student Portal, or the Financial Aid Portal’s URL, using your existing credentials. Logging into Portal BRUIN Connect Step Action 1. Open a browser and go to BRUIN Connect (www.bruinconnect.bellevue.edu). 2. Enter your Student ID # in the USERNAME field. 3. Enter your Password in the PASSWORD field. 4. Click on the SIGN IN button. Financial Aid Portal Page 5

Operational Training Step 5. Action Click on the FINANCIAL AID PORTAL chicklet. Financial Aid Portal Page 6

Operational Training Step Action The Financial Aid Portal Dashboard will appear. NOTE: The Dashboard displays condensed section of the menu items, Financial Aid, Useful Links, Documents, and Messages. End of Procedure Financial Aid Portal Page 7

Operational Training Financial Aid Student Portal URL Step 1. Action Open a browser and follow this link to the Financial Aid Student Portal: ation.net). You will be re-directed to the BRUIN Connect sign-in page. 2. Enter your Student ID # in the USERNAME field. 3. Enter your Password in the PASSWORD field. 4. Click on the SIGN IN button. Financial Aid Portal Page 8

Operational Training Step Action The Financial Aid Portal Dashboard will appear. NOTE: The Dashboard displays condensed section of the menu items, Useful Links, Documents, and Messages. End of Procedure Financial Aid Portal Page 9

Operational Training BRUIN Student Portal Step 1. Step 2. Action Open a browser and log into the BRUIN Student Portal. Action Select The FINANCIAL AID tile to access the Financial Aid Student Portal. Financial Aid Portal Page 10

Operational Training Step Action You will be re-directed to the BRUIN Connect sign-in page. 3. Enter your Student ID # in the USERNAME field. 4. Enter your Password in the PASSWORD field. 5. Click on the SIGN IN button. Financial Aid Portal Page 11

Operational Training Step Action The Financial Aid Portal Dashboard will appear. NOTE: The Dashboard displays condensed section of the menu items, Financial Aid, Useful Links, Documents, and Messages. End of Procedure Financial Aid Portal Page 12

Operational Training Logging out of Portal Step Action 1. Click on YOUR NAME icon. 2. Click on the LOGOUT option. End of Procedure Financial Aid Portal Page 13

Operational Training Navigating the Student Portal Dashboard Step Action The Dashboard displays condensed section of the menu items, Financial Aid, Useful Links, Documents, and Messages. Financial Aid Portal Page 14

Operational Training Financial Aid Step 1. Step Action Click on the FINANCIAL AID option from the menu or click on the REVIEW & ACCEPT FINANCIAL AID hyperlink in the Financial Aid box. Action In the GIFT AID section, you will see aid that cannot be modified by a student. Gift Aid includes: Scholarships, Tuition Assistance, Grants, etc. 2. Click on the VIEW DETAILS hyperlink to review gift aid details. Financial Aid Portal Page 15

Operational Training Step Action Details for that Gift Aid will then display. NOTE: The difference between Gross and Net on the loan amounts is as follows: The gross amount is the total loan amount you are responsible to repay. The government charges a “loan fee”, which is taken out of the gross amount before the funds are applied to your student account. What is left after the loan fee is referred to as the “net” amount. Step 3. Action If a student was “Offered” loans (i.e. Disney, Walmart, YIEP, etc.), the student, MUST read and acknowledge the STATEMENT OF UNDERSTANDING. Once acknowledged, loans will appear (or will already be displayed if awarded in the “Accepted” status). Financial Aid Portal Page 16

Operational Training Step Action If “Offered”, students must take action on the loan. 4. Click on the REVIEW AND UPDATE hyperlink. Financial Aid Portal Page 17

Operational Training Step 5. Action Select the APPROPRIATE radial button to Accept/Decline the offered aid. NOTE: To help you plan what you may need to pay as a student at Bellevue University, “Total Costs” can be used as a budgeting tool. Two components make up your estimated total costs. Direct costs are what you can expect to pay directly to the university, and indirect costs are purchases you may need to plan for. 6. Click on the SAVE CHANGES button. Financial Aid Portal Page 18

Operational Training Step Action If “Accepted”, students do not need to take any action unless to decline or reduce the award amount. 7. Select the APPROPRIATE radial button to Accept/Decline the offered aid. 8. Click on the SAVE CHANGES button. Step Action NOTE: If a student was offered Subsidized loans, the student must fully accept the Subsidized loan amount prior to modifying the Unsubsidized loan “Offer”. The subsidized loan is interest free to you while enrolled at least half time. We encourage you to consider the subsidized loan first, if it is available to you. Other loans, like the unsubsidized loans, have interest while you are in school. Financial Aid Portal Page 19

Operational Training Step Action Once a change has been made to an award, this message will appear. 9. Click on the CHECK THE STATUS button to refresh the page and make changes to other awards. End of procedure. Financial Aid Portal Page 20

Operational Training Useful Links Step 1. Step Action Click on the USEFUL LINKS option. Action The Useful Links menu will appear with more Financial Aid related links. NOTE: Students can click on any available hyperlink for more information. End of Procedure Financial Aid Portal Page 21

Operational Training Documents Step 1. Action Click on the DOCUMENTS option. NOTE: If a number appears in a red circle, that indicates if there is and how many documents are needed by the Financial Aid office. Step Action The Documents menu will appear with financial aid documents listed. Financial Aid Portal Page 22

Operational Training Step 2. Action Click on the SHOW ALL DOCUMENTS button to view documents at all statuses. NOTE: Here are what each status means: Needed: Document needs to be completed and/or uploaded. Received: Document has been uploaded or submitted. Satisfied: Document has been reviewed by the Financial Aid office, there are no errors, and no other action is needed. Unsatisfied/Incomplete: Document has been reviewed by the Financial Aid office, but there are errors that require further action. Step Action All documents associated to the student record will appear. 3. Click on a Needed Document to review and/or update. Financial Aid Portal Page 23

Operational Training Step Action The document instructions will be displayed. NOTE: If there is a link within the instructions, students will need to open the link to find the document do download and complete, prior to uploading to the Financial Aid Office via the Financial Aid Student Portal. 4. Click on the UPLOAD A FORM button. Financial Aid Portal Page 24

Operational Training Step 5. Step 6. Action Click on the SELECT FILE button. Action Select the APPROPRIATE DOCUMENT from the necessary folder. NOTE: Students can select multiple documents at one time to upload via the Financial Aid Student Portal. 7. Click on the OPEN button. Financial Aid Portal Page 25

Operational Training Step 8. Step Action Click on the UPLOAD button. Action A notification will appear stating, “The file was uploaded.” The appropriate documents will then be uploaded/submitted and displayed with a RECEIVED status. NOTE: Students can click on the UPLOAD A FORM button to select and upload another document via the Financial Aid Student Portal. Financial Aid Portal Page 26

Operational Training Step Action The display will state that “You’re all caught up on Required Documents!” This means that all documents have been received. NOTE: Once students have submitted a necessary document, the Financial Aid office will review the document. If there are no errors, the document status will change from “Received” to “Satisfied.” If there are errors or additional information needed, the document status will change to “Incomplete-Needed,” and the action needed will be listed with the document instructions. A “Missing Information Email” will direct students to the Financial Aid Student Portal to complete all necessary items. End of Procedure Financial Aid Portal Page 27

Operational Training Verification Worksheet Step Action NOTE: The Verification Worksheet is a Smart Form that can be electronically completed and signed via the Financial Aid Student Portal. The form is designed to use data from the ISIR and conditional logic that will tailor each question to the individual student. 1. Click on the START, EDIT, OR COMPLETE A FORM button. This option will open the Verification Worksheet for students to complete. Students will have access to Electronically sign the worksheet, and send a link to a parent to electronically sign the worksheet if necessary. The link for a parent signature will expire after 72 hours. Financial Aid Portal Page 28

Operational Training Parent Portal Registration If a dependent student that is selected for Verification elects to electronically sign the Verification Worksheet, the student will be required to invite a parent to do the same. Step 1. Step Action Once a student has completed & e-signed the Verification Worksheet, the student will need to select the REQUEST PARENT SIGNATURE button. Action 2. Select the PARENT NAME radial button to choose a parent to e-sign the Verification Worksheet. 3. Enter the parent’s email address in the EMAIL field. 4. Click the SEND INVITATION button. NOTE: The parents’ names are populated from the student’s FAFSA, which only requires First Initial and Last Name. Financial Aid Portal Page 29

Operational Training Step 5. Action The parent will select the appropriate URL to begin registration for the Parent Portal. NOTE: This invitation expires after 72 hours. If, the parent fails to complete account registration before the 72-hour time limit, the student will need to re-send the parent’s invite. Financial Aid Portal Page 30

Operational Training Step Action The Parent Sign Up page will open. The parent’s email will auto-populate in the Email and Confirm Email fields. These fields cannot be edited. 6. The parent will need to create a password in the PASSWORD field. 7. The parent will need to confirm the newly created password in the CONFIRM PASSWORD field. 8. The parent will need to click on the I’M NOT A ROBOT checkbox to complete reCAPTCHA verification 9. The parent will need to click the CONTINUE button. Financial Aid Portal Page 31

Operational Training Step Action The parent will be required to validate their email. 10. The parent will need to click on the VERIFY YOUR EMAIL ADDRESS link. Financial Aid Portal Page 32

Operational Training Step Action After validating their email, the parent will be directed to the final step of account registration. 11. The parent will need to type their first name into the FIRST NAME field. 12. The parent will need to type in their last name into the LAST NAME field. 13. The parent will need to type in part of their Social Security Number in the LAST 4 DIGITS OF YOUR SSN field. 14. The parent will need to type in their DOB in the DATE OF BIRTH (MM/DD/YYYY) field. (Parents can also select the DOB from the 15. icon.) The parent will need to click on the DONE button. The parent will be directed to the Parent Portal login page. The parent will enter in their email address and password created in step #6. Financial Aid Portal Page 33

Operational Training Step 16. Step Action The parent will need to click on the SIGN FORM button to download and review the Verification Worksheet. Action 17. Once reviewed, the parent will select the ACKNOWLEDGMENT checkbox. 18. The parent will then select the NEXT button. Financial Aid Portal Page 34

Operational Training Step Action The parent will be directed to the final step of electronically signing the Verification Worksheet. NOTE: The parent’s name is populated from the student’s FAFSA, which only requires First Initial and Last Name. The First and Last Name fields are also case-sensitive. The parent will need to confirm their information is in all CAPS in these fields. 19. Step 20. Step The parent will need to enter the STUDENT’S ID# in the SCHOOL ID field. Action The parent will need to click the SIGN button. Action The parent has successfully e-signed the Verification Worksheet. End of Procedure. Financial Aid Portal Page 35

Operational Training Messages Step 1. Action Click on the MESSAGES option. NOTE: If a number appears in a red circle, that indicates if there is and how many messages are ready for review from the Financial Aid office. Step Action Any messages from the Financial Aid office will be displayed here. 2. Click on the NEW button. Financial Aid Portal Page 36

Operational Training Step 3. Action Type the SUBJECT of the message in the Subject field. The message with are automatically directed to the Financial Aid office. 4. Type the MESSAGE in the Message field. Students have 1800 characters to use in the body of the message. 5. Click the SEND button. NOTE: A Financial Aid Specialist will receive a task notification to review and reply accordingly. Financial Aid Portal Page 37

Operational Training Step Action NOTE: The message will appear date stamped. You can filter the messages by Date and order them in Ascending or Descending order. 6. Step Click on the MESSAGE to see the details. Action NOTE: When the Financial Aid office responds to a student message. The Student Portal Message Option will have a red circle notifying the student of a new message(s). 7. Click on the RESPONSE MESSAGE to see the details. 8. Click on the REPLY hyperlink to send a response message. End of Procedure. Financial Aid Portal Page 38

Operational Training Stakeholders/Owners Academic Affairs Administration Buildings & Grounds Regulatory Compliance Safety Advancement Brittany Rindone Mike Cizek Colleges/Institutions CAS COB CPE CST Faculty Finance Student Accounts Veteran Affairs Financial Aid IT MESA Advising Admissions Community & Student Affairs Marketing Military Programs Premier Partnerships Student Financial Services Workforce Learning Solutions Office of the President PMO Strategic Initiatives Other Christopher Simpson Financial Aid Portal Page 39

Operational Training Financial Aid Step Action 1. Click on the FINANCIAL AID option from the menu or click on the REVIEW & ACCEPT FINANCIAL AID hyperlink in the Financial Aid box. Step Action In the GIFT AID section, you will see aid that cannot be modified by a student. Gift Aid includes: Scholarships, Tuition Assistance, Grants, etc.

Related Documents:

Foreign aid has various different forms; economic aid, social aid and "other aid" components are the main ones. Economic aid is a form of physical capital, aid to both infrastructure and the production stage, social aid refers to aid in form of human capital whereas other aid components entail food and emergency aid (Akramova 2012, 119-120).

Please keep this with your financial aid records for future reference helpful tools Financial Aid Student Access (NetPartner) NetPartner is the student financial aid portal. View financial aid awards, accept or decline awards, view documents that are missing/received for financial aid, view loan history, etc. Students access NetPartner by

Welcome to the Adler University's Financial Aid and Student Accounts Handbook! This handbook contains information about the financial aid process and should be the first source consulted with any questions about financial aid. The Office of Financial Aid reserves the right to update or change the policies and

In the three volumes of the IBM WebSphere Portal V4.1 Handbook, we cover WebSphere Portal Enable and Extend. The IBM WebSphere Portal V4.1 Handbook will help you to understand the WebSphere Portal architecture, how to install and configure WebSphere Portal, how to administer portal pages using WebSphere Portal; it will also discuss the

About Financial Aid at OHSU The student financial aid program at OHSU is designed to assist students in meeting their educational costs. The Financial Aid Office thoroughly reviews your application for aid, and the best possible assistance is offered to help cover the costs of attending. There are four general types of financial aid:

The Portal Admin is the primary user for each Client Axcess portal. The Portal Admin may perform all portal-related functions, create other Portal Users and control access for other Portal Users. The Portal Admin user will be the only user that exists initially when a portal is created.

SIMON PORTAL . The Financial Aid Office's Student Inquiry Module Online, or SIMON, is a web-based service for accessing financial aid application and award information from start to finish. This system is available through the WesPortal. The SIMON portal is located within the Financial Aid & Student Accounts section located under the Offices &

Lisa Little, Joan Wagner, and Anne Sutherland Boal 216 13. Emergency Preparedness and Response Yvonne Harris 232 14. Nursing Leadership through Informatics Facilitating and Empowering Health Using Digital Technology Shauna Davies 249 15. Regulation, the Law, Labour Relations, and Negotiations Beverly Balaski 261 16. Emerging Nursing Leadership Issues Brendalynn Ens, Susan Bazylewski, and Judy .