Financial Aid Item Type Request

The Financial Aid Item Type Request form should be completed by the appropriate financial aid office when a new Item Type is needed to award aid. Normally, a new Item Type is created when a new fund code has been created. An Item Type is a PeopleSoft term that links a description with a general ledger code and financial aid rules. If a general ledger code is changing for an existing Item Type, a new Item Type is not needed.

PLEASE COMPLETE THE FOLLOWING FORM:
SUBMITTED BY
DEPARTMENT
DATABASE REQUESTING CHANGE TO
AID YEAR
DATE
DESCRIPTION (FUND NAME)
SHORT DESCRIPTION
KEYWORDS
G/L INTERFACE REQUIRED?		YES NO
MIN TRANSACTION AMOUNT		$
MAX TRANSACTION AMOUNT		$
DEFAULT AMOUNT		$
IS THIS A STIPEND?		YES NO
DOES THIS PAY TUITION/FEES?		YES NO
TAXABLE?		YES NO
REFUNDABLE INDICATOR ?		YES NO
APPROPRIATE TERM REQUIRED FOR POSTING?		YES NO
CURRENT FUND CODE		(Project/Grant)
CURRENT OBJECT CODE		(Account)
CURRENT COMPONENT CODE		(Fund)
FINANCIAL AID ITEM TYPE SETUP:
FINANCIAL AID TYPE		None Fellowship Grant Loan Scholarship Waiver Work Study (select one)
SOURCE		None Federal State Institutional Private Other (select one)
FEDERAL ID		None Nursing Loan Pell Perkins PLUS SEOG Sub Stafford Unsub Stafford Work Study (if Source is Federal)
AGGREGATE AREA
FEDERAL/INSTITUTIONAL AFFECTED		None Both Federal Institutional (select one)
MEET NEED/COST		None Conditional Cost Only Need Only No Effect Special Need/Cost Straight Need/Cost (select one)
PACKAGING METHODOLOGY		None Federal Institutional (select one)
SELECTION CRITERIA
NEED BASED?		YES NO
PASS ANTICIPATED AID		None Accepted Authorized Offered (select one)
ANTICIPATED AID EXPIRATION		(# of days)
MANUAL AUTHORIZATION?		YES NO
SIGNATURE REQUIRED?		YES NO
DISBURSEMENT METHOD		None No Student Account (select one)
PRINT LETTER OPTION		None Custom Never Print (select one)
AWARD MESSAGE
PRINT AS AWARD ITEM?		YES NO
OTHER RESOURCE?		YES NO
TERM CATEGORY		Regular Summer Both (select one)
MINIMUM AMOUNT		$
MAXIMUM AMOUNT		$
DEFAULT AWARD SPLITS:
INSTITUTION
CAREER
DISBURSEMENT PLAN
SPLIT CODE
FISCAL ITEM TYPE SETUP:
MAXIMUM TO OFFER		$ (amount)
MAXIMUM TO ACCEPT		$ (amount)
DISBURSEMENTS		$ (amount)
INSTRUCTIONS/COMMENTS