Get Pennant Payment Detail Code Request Form - Student Financial ...

Filling out the Pennant Payment Detail Code Request Form is crucial for managing student financial transactions effectively. This guide provides clear, step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to complete the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Start by entering the date of your request and the date the code is needed by. This ensures that your request is processed promptly.
3. Indicate the type of request by checking the appropriate box. You can either 'Add new detail code,' 'Change detail code,' or specify if you want to start with a copy from an existing detail code.
4. If you are adding a new detail code, fill in items 1-6 and 8-9. For changes to an existing detail code, complete items 7-9 only.
5. For a new detail code, in item 1, provide a description that will appear on the student account, limited to 30 characters.
6. In item 2, select the payment type or source of payment by checking the appropriate option. If financial aid is selected, be prepared to complete item 3.
7. For financial aid grants, in item 3, provide the Aid ID and specify the source of funds by checking the relevant option.
8. For grants, indicate whether this is a term-based detail code in item 4. If yes, specify the fiscal year.
9. In item 5, enter the GL Account Number accurately in the specified format.
10. Specify in item 6 how the payment will be posted to student accounts by checking all applicable options.
11. If you are changing an existing detail code, in item 7, select the type of change and provide the new description if applicable.
12. Complete the requester information in item 8, including name, email, title, phone, and signature.
13. In item 9, specify the name of the business administrator and have them sign.
14. Review the entire form for accuracy before submitting. Once completed, save your changes. You will also have options to download, print, or share the form.

Take action now and complete your Pennant Payment Detail Code Request Form online for efficient financial management.