Student Financial Services has launched a new Parent PLUS Loan process for the fall 2014 semester.
Good Information to Know
- It will provide a faster, more efficient loan handling process
- It is an online application process.
- Parent borrowers will now be able to access and complete the Parent PLUS Loan Application for the academic year.
- Our office will start reviewing loan applications after July 1, 2014, and will begin sending the U.S. Department of Education (federal government) loan records for review the week of July 14, 2014.
- Occasionally, our office may need to contact a parent borrower for additional information to process the online loan application.
- Our office will send the parent borrower and WSU student a notice when the PLUS application has been processed. Please note--the federal government will email the parent borrower first as to whether the loan application was approved.
- Please remember this is a credit based federal loan and loan approval is determined by the federal government, not our department or WSU.
- The new PLUS loan application process requires that every parent borrower have a “friend” ID or what is often called a “FID”.
- The student creates the FID by setting up “Third Party Access” which is an authorization that can allow with permission allows a parent or third party to access a student’s official WSU records, including financial account balances, financial aid, class schedules, grades and more.
- The student can set up Third Party Access through ZZUSIS. For more information on how to set-up and grant Third Party Access, visit http://sis.wsu.edu/tpa-authorization.html.
- Step by step instructions on how to complete the PLUS Loan process can be found here.
Pre-ALIVE Checklist for Parents
We look forward to seeing you on the Pullman campus soon! Please review these suggested
“To Do” items before arriving for the orientation event. We wish your family safe travels to WSU.
1. Set-up Third Party Access. In order for you to access your student’s financial aid
information by phone, email, or in person, your student will need to grant you an
authorization called, “Third Party Access.” If this is done by your student, then we can talk
with you about his/her financial aid account and the details without having your
student present. Students can set up this authorization for any third party by going to their
ZZUSIS (WSU student information portal) at zzusis.wsu.edu. The navigation path to set up
this access is: Main Menu > Self Service > 3rd Party Access.
Additional information here: http://finaid.wsu.edu/media/1693559/ALIVE-ZZUSIS-handout.pdf.
2. Look at your student’s ZZUSIS account. Plus, review their Financial Aid Award.
A great deal of financial aid information is available on the student’s ZZUSIS account. To
see this area on ZZUSIS, your student needs to sign into ZZUSIS. Then go to this navigation
path: Student Center > Under “Finances” select “View Financial Aid.”
Additional information here: http://finaid.wsu.edu/media/1693559/ALIVE-ZZUSIS-handout.pdf.
3. Schedule an Advisor Appointment. Be sure to attend our general ALIVE presentation
and then if needed, schedule an appointment to sit down with one of our advisor’s. Of
course, if you know you need appointment before arriving, go ahead and schedule one. It’s easy!
To schedule an appointment: go to our website at finaid.wsu.edu:
- ClickFinAid Scheduler>Make an Appointment > Enter the user information to create an
account and register>then follow the instructions to create an appointment.
4. Bring your student’s WSU ID number and your photo ID to our office. After Third
Party Access has been set up by your student, then our staff can answer specific questions
you may have about your student’s account. Your ID is helpful in verifying your identity.
The student should have been given a WSU student ID number when he/she was accepted
into the university, so make sure you bring this number with you to the event and our office.
5. Make a list of questions. If you do schedule an appointment with our office, please have
questions ready for the advisor. Appointment times generally are about ten minutes in length,
so being prepared is very helpful. Thank you.
6. Don’t forget to have fun and learn lots when you’re here! Enjoy this awesome event and
all it has to offer. WSU welcomes you to our community and we hope your visit is wonderful. Go Cougs!
WSU’s Student Financial Services office has received the Washington Application for State Financial Aid (WASFA) for those WSU students who submitted their applications on or before the May 1st deadline.
Our office is now in the process of reviewing students’ applications to determine who qualifies to receive the Washington State Need Grant (WSNG) and verifying the information provided. The eligibility criterion for this grant was established by the Washington Student Achievement Council (WSAC).
Our office has sent email notices to students with important information about processing their WASFA application. We encourage students who submitted a WASFA to regularly check their email throughout the summer. Students who do qualify for a State Need Grant for the upcoming school year can expect to be awarded in early August.
For questions, please email email@example.com.
The following are important SAP Appeal submission deadlines for the 2014 Summer Sessions (deadlines in bold):
|Session 1 (6 week session May 12-June 20): May 23
Session 2 (8 week session June 9-Aug 1): June 20
Session 3 (6 week June 23-Aug 1): July 4
12 week session (May 12-Aug 1): May 23
You can submit your online SAP Appeal by:
-Going to finaid.wsu.edu
-Click the “Summer 2014” tab
-Click “SAP Appeal”
Depending on the situation, Student Financial Services may require additional documentation. These documents are not required to be submitted by the deadlines listed above.
Federal regulations will no longer allow the Student Financial Services office to accept 1040, 1040A, nor 1040EZ tax returns for verification/file review purposes. Parents and students will need to submit an IRS Tax Return Transcript (Form 4506-T) when a Tax return Transcript is requested by our office. A tax return transcript can be obtained immediately online, or by phone and mail. It takes approximately two weeks to receive a mailed transcript from the IRS and it should be mailed to your home, not WSU.
To Order Tax Return Transcripts:
Students registered for at least half-time enrollment for summer 2014 session are now receiving their summer financial aid awards. For an undergraduate student, half-time enrollment means at least 6 credits and for a graduate student, three credits. A summer Financial Aid Application will not be required to review, process, and award summer financial aid as in the past. An email notification is sent to a student whether the student is eligible or not to receive summer aid, so the student can make a plan in terms of how they will pay their summer costs.
How it will work:
Once a student registers for summer classes in the required credits, Student Financial Services will review a student’s 2013-2014 FAFSA and their current 2013-2014 WSU financial aid package (if applicable). Then, a summer financial aid award will be created and become viewable on ZZUSIS for student action. A student will be sent a notice to their WSU Email when this has been done. Important: summer aid eligibility is based on whether a student has used all their grant and loan eligibility in the previous academic year (fall 2013 and spring 2014). Summer financial aid will deliver electronically when the student’s classes begin (the first day of the first summer class).
We will notify you if we need a document/form from you via ZZUSIS. This request would show on your “To Do List” in ZZUSIS. You should check your ZZUSIS “To Do List” regularly!
The “To-Do” list can be found by going to the Student Center > Under the Financial Aid 2013-2014 or 2014-2015 tab > Click Details > then the To-Do List page will be viewable. If you are being asked to submit forms or documents, it will list them on this page. The statuses of documents/forms submitted will also display here.
- A student, who still needs to submit documentation for spring 2014 or summer 2014 terms, will need to take forms/documents to their local financial aid office, mail it or send it via fax at 509-335-1385. Please be sure the student name and WSU ID number are on all document pages.
- For the 14-15 academic year, students will go to Submitsfsdocs.wsu.edu to fill out a form and/or submit a document requested. This online document portal will ask students to log in and then if the student needs to submit forms and/or documents, it will list them. All forms will be online and completed through this document portal. Submitsfsdocs.wsu.edu will also be the place where students can stay up to date on the latest processing of their forms and documents submitted to Student Financial Services. If a submitted document somehow wasn’t correct or complete, submitsfsdocs.wsu.edu will be the place to find out. A description of the “problem” will be provided and resubmission of the correct form/document will be needed to continue processing the financial aid application for the student.
Your ZZUSIS “To-Do” list shows documents and forms that the Student Financial Services office needs from you in order to continue processing your financial aid. Please realize not submitting these documents/forms could cause delay in you receiving financial aid for the upcoming semester. On ZZUSIS, your “To-Do” list can be found by: Clicking on Your Student Center > Under the Financial Aid 2013-2014 or 2014-2015 tab > Click Details > then the To-Do List page will be viewable.
If you are being asked to submit forms and/or documents, it will list them on your To-Do List. Submit your information by May 15 for the most financial aid possible! To submit documents and/or complete forms for the 2014-2015 academic year, please go to submitsfsdocs.wsu.edu to do so. Please check ZZUSIS regularly.
Below are step-by-step instructions on how to process loans shown on your financial aid award. Please follow these steps so your financial aid monies can be delivered to your WSU Student Account. The below instructions are specific to the different types of loans offered by the federal government. For any questions about your financial aid, contact the Student Financial Services Office. It takes at least 48 hours to receive your loan monies after completing the required entrance loan counseling and/or master promissory note. For questions about your WSU charges, account balances, refunds, or late fees, please contact University Receivables (or also known as Student Accounts).
|Subsidized and Unsubsidized Direct Stafford Loans|
|Process 2013-2014 Parent PLUS Loan|
|New Process 2014-2015 Parent PLUS LOAN|
|Process Graduate PLUS Loan|
Starting Tuesday, May 27, the Pullman Student Financial Services office will be open for in person counselor appointments from 11:00 a.m. - 3:00 p.m., Monday - Friday. These are the FinAid Scheduler summer service hours for the Pullman office only. Financial and scholarship-related issues can be discussed with a counselor during the appointment. Please be aware—this appointment system doesn't allow you to make more than one appointment at a time.
The Student Financial Services office, located in the Lighty Building-Room 380, is open 8:00 a.m. - 5:00 p.m. throughout the summer months to assist students. If needed, students can also call our office at 509-335-9711(during business hours) or email firstname.lastname@example.org (24/7) when they need help. Please note the office is closed on weekends and holidays.
8:00 a.m.-5:00 p.m.
Summer Counselor Hours:
11:00 a.m. - 3:00 p.m
Student Financial Services, Lighty Building Room 380, Washington State University, PO Box 641068, Pullman WA 99164-1068, 509-335-9711.