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(ANN-08-13) Financial Aid Basics workshops

Publication Date: September 18, 2008

DCL ID: ANN-08-13

Subject: Financial Aid Basics workshops

Summary: This letter announces Financial Aid Basics workshops scheduled January 2009 through September 2009. This letter also includes the link to Training for Financial Aid Professionals where you may register for the workshop that best meets your needs

Posted on 09-18-2008

Dear Colleague:

We are pleased to announce the 2008-2009 version of Federal Student Aid's workshop for new financial aid staff. Each four-day workshop is taught by a team of Federal Student Aid trainers at Department of Education training facilities. Using a mock student file, participants will work through the financial aid cycle of establishing student eligibility, awarding funds, disbursing, and completing the school duties that are required when a student leaves.

Who should attend the training? New Financial Aid Office staff will benefit most from this workshop, since it is taught at a basic level. Topics include:

  1. How to determine student eligibility for the Federal Student Aid programs using the ISIR, completing verification and applying specific program requirements
  2. How the Expected Family Contribution is calculated
  3. How to handle changes in student information and resulting changes in the aid package
  4. Disbursement requirements
  5. What must be done when a student ceases to attend - including exit counseling, enrollment reporting, and calculating a Return of Title IV funds

When, where, and how long are the workshops? A workshop is offered every month at different Department of Education training facilities.

Each workshop is four days long Monday through Thursday, 9:00 to 5:00 each day.

What do I need to bring? Please bring a pen, a highlighter, and a calculator. You will receive a large 3-ring binder of materials and a large loose-leaf manual at the training - so please bring a tote bag or leave space for them in your suitcase.

We recommend casual attire - we want you to be comfortable while you learn. Please keep in mind that training facilities are often too cold or too hot for some individuals, so we recommend dressing in layers so you can easily adjust.

How do I register for the workshop, and how do I find directions to the workshop sites?

To view the schedule of workshops, and to register, go to

Registration is on a first-come, first-served basis. Please note that it is important to register for these workshops, rather than traveling to the site and hoping to be admitted. The workshops are held in federal offices and security procedures will prevent non-registered persons from entering the facility.

Once registered, you will receive an e-mail confirmation. Be sure to retain this as it contains important workshop information, including how to cancel your registration if you will be unable to attend. If you will be unable to attend, please take the time to cancel so that individuals who wish to attend will be able to register.

The directions to each training location may be accessed by clicking on the location name in the registration system.

Please note: This training does not satisfy the financial aid training requirement for schools seeking initial certification to participate in the Title IV programs. To satisfy that requirement, staff at such schools must register for Fundamentals of Title IV Administration.

We look forward to seeing you at one of the workshops.


William Leith
Acting General Manager
Application, Operations and Delivery Services
Federal Student Aid

Last Modified: 09/17/2008