SAVE THE DATE
-- Visit the Conference Mini-Site --
More Information Coming Soon
NYSFAAA Tri-Regional Conference
Friday, April 19, 2013
Borough Manhattan Community College
City University of New York, at the Richard C. Harris Terrace
http://www.bmcc.cuny.edu/about_bmcc/page.jsp?pid=1056&n=Directions%20to%20BMCC
-- Registration Closed --
- Verification The Hidden Requirements
- Working with Tax Transcripts and Verification Worksheets
- Direct Loans
- Navigating Consumer Disclosure Proposals Webinar
- Customized Verification Webinar
- 2013 Jim Briggs Tax Workshop Video & Handouts
- Pro-Ed Training Videos
- C-Code Resolution Webinar Video & Handouts
- VA Benefit Training Webinar Video & Handouts
- 2012 Jim Briggs Tax Workshop Video & Handouts
- State-Wide Training - 2012-2013 Verification Changes Presentation
- Other Training Opportunities
-- 2012-13 Verification Training Series Questions and Answers --
Default Management Planning Webinar
May 30, 2013
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
Verification The Hidden Requirements
May 2, 2013
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
Working with Tax Transcripts and Verification Worksheets
April 11, 2013
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
- Participant Handout (pdf)
Direct Loans
The Rest of the Story
March 21, 2013
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
- Participant Handout (pdf)
- Webinar Q & A (xlsx)
Navigating Consumer Disclosure Proposals Webinar
March 14, 2013
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
- Webinar Slides (pdf)
Customized Verification Webinar
March 7, 2013
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
- Webinar Q&A (docx)
- Handout Slides (pdf)
- Financial Aid Resources 2013-14 (pdf)
Jim Briggs: Verification and Taxes
A Focus On All Related New (2013 -14) Regulations
February 21, 2013
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
- Webinar Q & A (xlsx)
- 2012 1040A (pdf)
- 2012 1040EZ (pdf)
- 2012 Annotated 1040 (pdf)
- Federal Tax Returns and Verification for 2013-2014 (pptx)
COD Training - ALL THE NEW ESSENTIALS
February 5, 2013
Handout Materials:
A Post Election Analysis of the Financial Aid/Political Landscape
November 13, 2012
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
C-Code Resolution Webinar - June 21, 2012
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
- C-Code Resolution Webinar Training Handout (pptx)
- Session Q & A (docx)
VA Benefit Webinar
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
- Post- 9/11 GI Bill (pptx)
- NY State Veteran's Tuition Award (ppt)
NYSFAAA Verification Webinar - May 17, 2012
-- Click Here to View the Webinar --
(members only - large download)
Verification Training Handout
(members only)
Verification Training Questions & Answers
(members only)
Jim Briggs Tax Workshop Webinar
On March 2nd Jim Briggs provided webinar training, for NYSFAAA, focusing on FA tax issues and the new verification regulations. He covered topics such as when you need a tax return transcript vs.a tax account transcript and much more including how to read a transcript. Hundreds (maybe over 1000) of NYSFAAA members took part in the 2 hour and 10 minute training which concludes with 45 minutes of Q and A. If you missed it, or wish to see it again - you are in luck. Jim gave NYSFAAA permission to record and post the session.
-- Click Here to View the Webinar --
(members only - large download)
Handout Materials:
- Negotiated Rulemaking for Higher Education 2009-10 -Program Integrity Questions and Answers-Verification (pdf)
- 2011 - 1040 (pdf)
- 2011 - 1040A (pdf)
- 2011 - 1040EZ (pdf)
- 2012-13 Tax & Verification (pptx)
- IRS Tax Transcript Decoder (xlsx)
NYSFAAA STATE-WIDE TRAINING Committee Presented...
February 10, 2012
The NYSFAAA Statewide Training Committee is pleased to present a Webinar on 2012-2013 Verification Changes. Our presenter will be Carney McCullough from the U.S. Department of Education. Carney has agreed to do this exclusive presentation for NYSFAAA members. As you already know, the new Verification Regulations were a part of the Program Integrity Package, which became final on October 29, 2010 and are effective for the 2012-13 Award Year.
-- Download the Verification Changes Webinar Handout --
- Non-NYSFAAA Training Activities
- Department of Education
- EASFAA
- HESC – Visit the HESC Web Site for all NYSHESC sponsored training.
- NASFAA
- SUNYFAP – State University of New York Financial Aid Professions
Registration/Refund Policy
POLICY: Under certain circumstances, established by Council, the registration fee is refundable.
PROCEDURES:
1. The refund policy must be stated on the registration form.
2. The policy is that normally refunds are granted if requested in writing and the request is received at least two weeks before the first day of the event.
3. Under extenuating circumstances, such as illness, the two-week deadline may be waived. Such refunds may be authorized either by the Committee Chair or by the Treasurer. They may request whatever documentation they deem appropriate on a document. It is important that these officials consult, however, so there is consistent treatment of members each year and so that one does not approve a member who might be rejected by another officer.
4. Other members of the Council are not authorized to approve refunds.
APPROVED: July 1993; April 1998