Financial Aid Item Type Request Form

Financial Aid Item Type Request Form

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

Your Last Name*

Your First Name*

Your Email*

Your Department*

Database requiring change*

Note - If the change is required in a database other than PRD, kindly provide details in the comment box at the bottom of this form.

Select

Other Database Comment

Aid Year 1*

Aid Year 2

Fund Name (Description)*

Short Description*

Keyword 1*

Keyword 2

Keyword 3

G/L Interface Required?*

Select

Is this a Stipend?*

Select

Refundable Indicator?

Select

Current Fund Code

Project/Grant

Current Object Code

Account

Current Component Code

Fund

Financial Aid Item Type Setup

Financial Aid Type

Select

Source

Select

Federal ID

Select

Aggregate Area

Federal/Institutional

Select

Meet Need/Cost

Select

Packaging Methodology

Select

Selection Criteria

Need Based

Select

Pass Anticipated Aid

Select

Anticipated Aid Expiration

Manual Authorization?

Select

Signature Required?

Select

Disbursement Method

Select

Print Letter Option

Select

Award Message

Print As Award Item

Select

Other Resources?

Select

Term Category

Select

Minimum Amount $

Maximum Amount $

Default Award Splits

Institution

Career

Disbursement Plan

Split Code

Fiscal Item Type Setup

Maximum to Offer $

Maximum to Accept $

Disursement $

Instuctions/Comments

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