EdFund Institute Logo
horizontal line

People learning

For questions: 916.526.8065

Register online by clicking the link on the date and time of the webinar you wish to attend. We'll confirm your registration by e-mail.

EdFund is committed to providing pertinent and engaging training geared to your needs.

Webinars
arrow Conflicting Information
arrow Comment Codes
arrow Credit Reports & Scores
arrow Identity Theft
arrow IRS Data Retrieval
arrow Loan Counseling in a World of Transition
arrow Making the Call — Delinquent Borrower Counseling Guide
arrow Professional Judgment
arrow Repayment Plans
arrow Return to Title IV (R2T4)
arrow R2T4: Post-withdrawal Disbursement
arrow SAP
arrow Two Pell Grants in One Award Year
arrow Understanding Deferment & Forbearance Options
arrow Verification
   

NOTE:To ensure you receive your registration confirmation and login e-mails, please add workshops@edfund.org to your e-mail address book/contact list. (This will help prevent it from being routed to your spam or junk mail folder.) Additionally, contact your IT e-mail administrator/help desk to add "edfund.org" as a trusted site.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Comment Codes — Where C-codes come from and how to resolve them

This session will cover the basics related to c-codes.

  • Where do C-codes come from?
  • What do C-codes and SAR rejects mean?
  • Do I need to make corrections for all C-codes?
  • Can I disburse aid or not with a C-code?

Conflicting Information

What is conflicting information? And how do you resolve it? Financial aid is data intense, from beginning to end. And every piece of data has within it a potential conflict.

The conflict could involve information about your students’ parents, tax situation or income, to name just a few. Once you identify a conflict, what are you required to do with that information? How long do you have to keep looking for conflicts? What does resolution look like?

Ensure the consistency and breadth of your processes. Join us for tips on identifying, reporting and resolving conflicting information.

Credit Reports & Scores

Credit reports are becoming more important and the financial decisions students make today will impact their future. Learn what a credit report tracks, the components of a credit score, what lenders look for when making a loan decision, the benefits of a positive credit report and how to prevent fraud. Join us for this informative webinar and gain the knowledge you seek to educate your students and put them on the right path to financial success.

Identity Theft

Identity theft is a fast-growing problem for everyone.

Gain an understanding of who is at risk and why it is of special concern in the college community.

IRS Data Retrieval

For a decade or more, there’s been talk about easing the path to FAFSA completion for students and parents by using IRS data to populate the FAFSA.

It’s talk no longer; it’s coming in 2010!

In this one-hour webinar, we will give you an overview of how the IRS Data Retrieval Tool will work and how your financial aid applicants can use it.

Loan Counseling in a World of Transition

Are you in the throes of switching from the FFEL Program to the Direct Loan Program? Have you thought about loan counseling for your student loan borrowers yet? In this one-hour webinar, we will provide you the loan counseling requirements as well as innovative methods for delivering the information during this transitional period.

Making the Call — Delinquent Borrower Counseling Guide

This session’s goal is to help you with your efforts in contacting your delinquent borrowers, following six easy steps. We’ll go over how to introduce the phone call and how to provide available options so you can help your students avoid default and bring them back on a track to a successful repayment experience. We will also provide you with some tips to help ease making the call and carrying on a conversation and how to manage difficult borrowers over the phone.

Professional Judgment

Judgment is defined as the act of assessing a person's situation based on the available information. As financial aid professionals, you are asked on a regular basis to do just this for students through professional judgment (PJ).

Join us as we explore case studies of "unusual circumstances" designed to help you better understand professional judgment. We will go in-depth on:

  • The appropriate versus inappropriate use of PJ
  • Recognizing and resolving conflicting information
  • Evaluating your institutional policies and procedures to ensure your office is compliant, and audit ready
  • Federal regulatory update
Repayment Plans

Student loans offer unmatched payment flexibility. This session defines each repayment plan, demonstrates the monthly payment differences and offers tools on how to calculate payment amounts. By matching monthly payments to borrowers’ unique situations, you can successfully resolve delinquencies while preventing new ones. Join us for this informative webinar that explains how the different student loan repayment plans work and how your borrowers can benefit.

Return to Title IV (R2T4)

Return to Title IV calculations can be frustrating and complicated. Would you like to learn more about R2T4 and its relationship to overawards and overpayments? This workshop has been designed to help your institution understand the inner workings of the R2T4 process, and get a handle on overawards and overpayments.

Together we will carefully examine the philosophy behind R2T4 and review case studies. We aim to make a positive difference in your practical knowledge of R2T4! Topics covered:

  • R2T4 Calculations (a step-by-step process)
  • Resolutions for post-withdrawal disbursements and late disbursements
  • How to identify and resolve overaward and overpayment situations
R2T4: Post-withdrawal Disbursement

Should I stay or should I go? That's a real question for some students.

And when the answer is "go," it's up to you to ensure those students receive the funds they have earned through their attendance. Your institution is required to take certain steps in determining a student's eligibility for a post-withdrawal disbursement. This webinar will address the entire process, and demystify its intricacies. Next time a student withdraws, with or without your knowledge, you will be well prepared!

SAP

To receive Title IV aid, students must maintain Satisfactory Academic Progress (SAP) in their program of study in accordance with regulatory and institutional requirements. The eligible and participating institution must agree to comply with the General Provisions Regulations (Part 668) and all program regulations. This session will address the regulations and examine scenarios that illustrate them in action.

Two Pell Grants in One Award Year

With the posting of final rules by the Department of Education on October 29, 2009, we now have the appropriate guidance to “allow a student to receive funds from a second scheduled award within an award year,” aka the Year-Round Pell Grant. The objective of this one-hour webinar is to provide you with a high-level understanding of what a Year-Round Pell award may look like and help you implement and apply the final rules.

Understanding Deferment & Forbearance Options

his session’s goal is to give you a better understanding of the postponement options available for your students to help them avoid delinquency and default. We’ll go over some of the basic criteria the borrower needs to meet in order to qualify for a Deferment or Forbearance as well as some best practices for applying these options to the borrower’s account.

Verification

Do you have more questions about verification than you have answers? Do you find yourself in a maze of paperwork wondering if you have all the right documentation? Does reading the Application and Verification Guide make you consider taking tax preparation courses?  

This webinar is designed for those who would like more in-depth training on the verification process. Join us and discover the ins and outs of verification.

  • Review its history and philosophy
  • Identify FAFSA-related requirements
  • Define acceptable documentation
  • Resolve both common and complex situations
  • Understand basic tax law using IRS Publication 17
EdFund Logo

Copyright 1998-2009, EdFund. All rights reserved.