Get 2018/2019 New Aid Year Checklist - Suu Help Center

This guide provides clear, step-by-step instructions for completing the 2018/2019 New Aid Year Checklist. By following these directions, users can effectively navigate the form and ensure that all necessary data is accurately submitted.

Follow the steps to complete the checklist successfully.

1. Press the ‘Get Form’ button to access the 2018/2019 New Aid Year Checklist. This will allow you to open the form in your digital editor.
2. Begin filling out the form by reviewing the overview section. Familiarize yourself with the purpose of the checklist, which is to ensure all required tables for the new aid year processing are appropriately set up.
3. Proceed to the Institutional Options section and fill in the relevant data on ROAINST and ROAUSIO for the new aid year. You may do this manually or opt for automatic processing using Parameter 11.
4. Input data in the Financial Aid Options section, using Parameter 11 to roll over relevant information to the new aid year. Ensure that you accurately enter values for Parameters 12 through 18, which include the active status and the specific dates for the aid year.
5. Select the current aid year and new aid year codes in Parameters 01 and 02 to specify the financial aid data you want to roll from the current to the new aid year.
6. Continue filling the sections for Group Selection Rules Roll, Fund Roll, and Aid Year Budgeting Rules Roll by entering necessary details for each parameter as outlined in the form.
7. Review Tracking Rules, Packaging Rules, and any Common Functions as specified in the checklist. Make sure to fulfill requirements in each section to ensure compliance for the new aid year.
8. After filling in all sections, thoroughly review your entries to confirm accuracy and completeness.
9. Once you are satisfied with all information entered, you can save your changes. Depending on your needs, you can also choose to download, print, or share the completed form.

Begin completing your 2018/2019 New Aid Year Checklist online today to ensure that all financial aid requirements are met.