Financial Aid Missing Docs New Hire Test Do Not Use

25 Questions | Total Attempts: 42

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Financial Aid Missing Docs New Hire Test Do Not Use


Questions and Answers
  • 1. 
    A student asks where he should send his Tax Transcripts for Verification. How should you respond?
    • A. 

      A. Tell him to walk into the Financial Aid Office

    • B. 

      B. Ask him to email it to you directly

    • C. 

      C. Ask him to login to Student Portal Document Center and upload it under the Missing Documents tab

    • D. 

      D. Tell him to mail it to his Financial Aid Planner

  • 2. 
    What filters and sorting should you complete in Document Tracking to identify which documents are Missing?
    • A. 

      A. Filter Enrollment for most current Enrollment, Filter Module by Admissions, and sort by Document

    • B. 

      B. Filter Enrollment for most current Enrollment, Filter Module by Financial Aid, and sort by Status - Missing

    • C. 

      C. Filter Enrollment for Drop Enrollment, Filter Module by Financial Aid, and sort by Status – On File

    • D. 

      D. Filter Enrollment for Grad Enrollment, Filter Module by Financial Aid, and sort by Source

  • 3. 
    Where can a student make a correction to his or her school code on the FAFSA?
    • A. 

      A. The student can go to iGrad to submit the correction.

    • B. 

      B. The student can make the correction at FAFSA on the Web through the link listed under Popular Links in the Student Portal Document Center, fafsa.ed.gov.

    • C. 

      C. The student can go to IRS.gov to make the FAFSA correction.

    • D. 

      D. The student can call (800)12FAFSA to make the correction.

  • 4. 
    What are two ways a student can get his tax information required for Verification? Select two choices.
    • A. 

      A. Use the IRS Data Retrieval Tool through FAFSA on the Web.

    • B. 

      B. Visit www.irs.gov/Individuals/Get-Transcript to view and print tax transcript online immediately.

    • C. 

      C. Go to Turbo Tax and print a copy of the tax return.

    • D. 

      D. Ask the tax preparer to print a copy of the tax return.

  • 5. 
    Which of these documents can clear a Social Security Administration C-Code for US Citizenship?
    • A. 

      A. Selective Service Letter

    • B. 

      B. Drivers License

    • C. 

      C. US Certificate of Naturalization

    • D. 

      D. Green Card

  • 6. 
    True or False? All students, male and female, between the ages of 18-25 must register with Selective Service.
    • A. 

      True

    • B. 

      False

  • 7. 
    How does a student apply for all types of Federal Student Aid?
    • A. 

      A. Complete a Master Promisory Note (MPN)

    • B. 

      B. Complete an Application for Free Aid

    • C. 

      C. Complete Entrance Counseling (EC)

    • D. 

      D. Complete a FAFSA

  • 8. 
    Which one of these choices is NOT a Federal Student Loan?
    • A. 

      A. Direct Subsidized Loan

    • B. 

      B. Genesis Loan

    • C. 

      C. Perkins Loan

    • D. 

      D. Direct PLUS Loan

  • 9. 
    If the student tells you he completed Entrance Counseling in igrad already, where do you look to ensure it is completed when it is still showing Missing in CampusVue?
    • A. 

      A. Student Document Center

    • B. 

      B. Fafsa.ed.gov

    • C. 

      C. Account Management

    • D. 

      D. igrad Admin

  • 10. 
    Which of these steps MUST be completed before clicking the Account Management Link in cvtools?
    • A. 

      A. Reset Password

    • B. 

      B. Create Account

    • C. 

      C. Create an Activity in CampusVue

    • D. 

      D. Set Default Campus in CampusVue to student's campus

  • 11. 
    V6 requires which of these documents if the student does not meet the minimum financial support?
    • A. 

      A. Low Income Verification documentation

    • B. 

      B. Pay Stubs

    • C. 

      C. Employment Statement

    • D. 

      D. Master Promissory Note

  • 12. 
    What steps do you take when adding an Activity in CampusVue?
    • A. 

      Choose SF-Student Note subject, leave the activity pending, type the comment

    • B. 

      Choose SF-Student Note subject, close the Activity, copy and paste the notes from TalkTrac along with any additional notes

    • C. 

      Choose SF-Financial Aid Missing subject, close the Activity, type the comment

    • D. 

      Choose SF-Verification subject, close the Activity, copy and paste the notes from TalkTrac along with any additional notes

  • 13. 
    True or False? The Statement of Educational Purpose must always be notarized.
    • A. 

      True

    • B. 

      False

  • 14. 
    Which of these documents is acceptable Proof of Graduation of High School or Equivalency?
    • A. 

      A. High School Attestation

    • B. 

      B. Student Statement

    • C. 

      C. Completion of 12 credit hours of college

    • D. 

      D. GED Certificate

  • 15. 
    Which of these is considered Non-Need Based Federal Aid?
    • A. 

      A. Direct Unsubsidized Loan

    • B. 

      B. Pell

    • C. 

      C. Direct Subsidized Loan

    • D. 

      D. SEOG

  • 16. 
    Which tab in the Student Portal Document Center shows which documents are in a Missing status?
    • A. 

      A. Estimate

    • B. 

      B. Documents Due

    • C. 

      C. Documents Complete

    • D. 

      D. Resources

  • 17. 
    FAFSA stands for ____________.
    • A. 

      A. Free Application for Fun Student Aid

    • B. 

      B. Federal Application for Fundamental Student Aid

    • C. 

      C. Free Application for Federal Student Aid

    • D. 

      D. Fundamental Application for Federal Student Aid

  • 18. 
    What is the best way to complete a FAFSA?
    • A. 

      A. FAFSA on the phone

    • B. 

      B. FAA Access to CPS

    • C. 

      C. FAFSA on the Web

    • D. 

      D. Paper FAFSA

  • 19. 
    True or False? If the parent's email address on file is the same as the student's email address, the parent will NOT be able to e-sign electronic documents.
    • A. 

      True

    • B. 

      False

  • 20. 
    What is the best way to complete a Verification Worksheet?
    • A. 

      A. Sign a paper document then email it

    • B. 

      B. Sign a paper document at the campus

    • C. 

      C. Student Outreach emails the document to the student to sign

    • D. 

      D. Complete electronically in the Student Portal Document Center

  • 21. 
    Select all required documents for V1 Verification.
    • A. 

      Standard Verification Worksheet

    • B. 

      Tax Transcripts or 02 IRS Data Retrieval Code for tax-filers

    • C. 

      Pay stubs

    • D. 

      W2 or reason W2 cannot be provided if a non-filer who earned income

  • 22. 
    What details can be found on the agent panel in the LiveOx dialer?
    • A. 

      A. Last 4 digits of the student's Social Security Number

    • B. 

      B. Student's date of birth

    • C. 

      C. Student's first and last name

    • D. 

      D. All of the above

  • 23. 
    True or False? Students and parents can sign the FAFSA with their individual pin numbers.
    • A. 

      True

    • B. 

      False

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