How do I know what is needed to process my Financial Aid?
1. After logging into the
Financial Aid Student Portal (See "
How do I access the Financial Aid Student Portal?"), click on the
DOCUMENTS option in the left-hand option menu.
NOTE: If a number appears in a red circle, that indicates how many documents are needed by the Financial Aid Office.
The Documents page will appear.
2. Click on the
SHOW ALL DOCUMENTS button to view documents at all statuses.
All documents associated with your student record will appear.
Document Status Definitions: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.
3. Click on a
NEEDED document to review the steps to complete the requirement.
The document instructions will be displayed.
NOTE: If there is a
LINK within the instructions, students will first need to click the link to
DOWNLOAD the document, then complete the form. Once complete, proceed to
STEP 4.
4. Click on the
UPLOAD A FORM button.
5. Click on the
SELECT FILE button.
6. Select the desired file from the necessary folder on your computer.
NOTE: Students can select multiple documents at one time to upload via the Financial Aid Student Portal.
7. Click on the
OPEN button.
8. Click on the
UPLOAD button.
A notification will appear stating, “
The file was uploaded.” The appropriate documents will then be uploaded/submitted and displayed with a
RECEIVED status.
9. Repeat the steps to upload all completed documents.
The display will state that “
You’re all caught up on Required Documents!” This means that all documents have been received.
NOTE: Once you have submitted documents, the Financial Aid Office will review what you've submitted. 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. Also, a “Missing Information" email will direct students to the Financial Aid Student Portal to submit any remaining necessary items.
End of Procedure