Protected: How to Release Financial Aid Records to a Third Party or Provide a Record of Financial Aid Information to a Student Contents SECTION I: Call Center Escalation ProtocolSECTION II: Initiating the Authorization Release Form Process for a StudentSTEP 1 -Opening a Workflow in Student Forms STEP 2 -Workflow MessageSTEP 3 -Communicate via Navigate3A -Accessing Navigate3B -Email Template3C - Text Message TemplateSTEP 4 - Verifying a Student’s Identity4A - Confirming the Identity Documents4B - Contacting the Student to Schedule An Appointment 4C - Appointment Email Message Template 4D - Appointment Text Message Template STEP 5 - Open Appointment Availability on Navigate5A - Accessing navigate and Configuring Availability5B - Appointment Instructions for Students STEP 6 -Schedule the Student on Navigate SECTION III: Handling Requests and Third Party Forms in Student FormsStep 1Step 2Step 3Step 4Step 5Step 6Section IV: How to Provide Proof of Packaged Aid (Offer Letter/Income Verification Report) to a StudentSection V: How to Process the Authorization Release Form - In Person StudentsSTEP 1STEP 2STEP 3STEP 4Important Notes & Turnaround Time This content is password protected. To view it please enter your password below: Password: Tagged: authorization to releasefinancial Aid
