Standard Award Notification - Initial

Standard Award Notification - Updated

Standard Communication Template

Standard Exit Counseling

Standard FAFSA Reminder NEW

Standard Fund Awarded (Regent Fund)

Standard Missing Information

Standard Parent Disbursement Notification

Standard Parent Signature Request

Standard PWD Notification

Standard R2T4 Finalized

Standard SAP Appeal Decision

Standard SAP Warning

Standard SAP Suspended

Standard Scholarship Documentation Incomplete (Regent Fund)

Standard Scholarship Documentation Needed (Regent Fund)

Standard Scholarship Documentation Submitted (Regent Fund)

Standard Student Disbursement Notification

Standard Graduate College Financing Plan Attachment

Standard Graduate College Financing Plan Body

Standard Undergraduate College Financing Plan Attachment

Standard Undergraduate College Financing Plan Body

Student Experience: Smart Form Submitted Email

StudentX: Content for Account Creation Email For Parent Spouse

StudentX: Content for Account Creation Email For Student

StudentX: Content for Parent Signature Request Email

StudentX: Content for Password has been Reset Email For Parent Spouse

StudentX: Content for Password has been Reset Email For Student

Standard Award Notification - Initial (SMS)

We have new financial aid award(s). For additional details and next steps, visit the Financial Aid component in the student portal $StudentXUrl.

Please reply STOP to unsubscribe or START to resubscribe.

Standard Award Notification Updated (SMS)

You have new or revised financial aid award(s). For additional details and next steps, visit the Financial Aid component in the student portal $StudentXUrl.

Please reply STOP to unsubscribe or START to resubscribe.

Standard College Financing Plan (SMS)

We have sent your College Financing Plan for review. Please see your email communication for additional details.

Please reply STOP to unsubscribe or START to resubscribe.

Standard Exit Counseling (SMS)

As a loan recipient, we have been notified that you are no longer enrolled at least half time. You must complete exit loan counseling. Please log into https://studentaid.gov/exit-counseling/ to complete this required form.

Please reply STOP to unsubscribe or START to resubscribe.

Standard FAFSA Reminder (SMS)

Now is the time to reapply for financial aid. Please log into https://studentaid.gov/h/apply-for-aid/fafsa to complete the FAFSA.

Please reply STOP to unsubscribe or START to resubscribe.

Standard Fund Awarded

Congratulations, you have been selected as the recipient of one or more awards! Please note that additional documentation may be required to secure your awards. If you have any questions, please contact the Office of Financial Aid.

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Standard Missing Information (SMS)

We are missing important information needed to process your financial aid application. For further explanation and next steps, please visit the Documents component in the student portal $StudentXUrl.

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Standard PWD (SMS)

As a result of completing your Return of Title IV (R2T4) Calculation, it has been determined that you are eligible to receive post-withdrawal disbursement(s). Please see your email communication for additional details.

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Standard R2T4 Finalized (SMS)

A Return of Title IV (R2T4) Calculation has been completed due to changes in your enrollment. Please see your email communication for additional details.

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Standard SAP Appeal Decision

Coming Soon

Standard SAP Warning (SMS)

An evaluation of your Satisfactory Academic Progress (SAP) has been completed. Please see your email communication for additional details.

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Standard Scholarship Documentation Incomplete

One or more scholarship documents have been submitted but are incomplete. To review the required information, please log in to the Student Portal. If you have any questions, please contact the {Office of Financial Aid}.

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Standard Scholarship Documentation Needed

One or more scholarship documents have been assigned for your completion. To submit the requested information, please log in to the Student Portal. If you have any questions, please contact the {Office of Financial Aid}.

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Standard Scholarship Documentation Submitted

Congratulations!  You have successfully submitted one or more scholarship documents. Your documentation is under review. If you have any questions, please contact the Office of Financial Aid.

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Standard Student Disbursement Notification (SMS)

We have disbursed financial aid funds to your student account. Please see your email communication for additional details.

Please reply STOP to unsubscribe or START to resubscribe.

Standard SAP Suspended

An evaluation of your Satisfactory Academic Progress (SAP) has been completed. Please see your communication email for additional details.

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Award Notification - Initial - UnderGrad

The Communication Filter will pick up students meeting the following conditions:

1. Has an ‘Undergraduate’ Program Type in Program Setup with an initial packaged awards for AY in OFFERED or ACCEPTED status where the amount is greater than $0,

2. All awards for all Fund Types should be considered in generating the Communication,

3. At least one new award has been created/packaged for an Academic Year,

4. The Academic Year has not previously had this Communication generated using this filter (excludes AY0), AND

5. The Opt Out Communications checkbox on the Student Details screen in Regent Award under the Contact Information/Email is not set.

The Communication will be sent based on the following frequency basis:

Once for each Academic Year, upon meeting the requirements above. 

Award Notification - Initial - Grad

The Communication Filter will pick up students meeting the following conditions:

1. Has a ‘graduate’ program type in Program Setup with an initial packaged awards for AY in OFFERED or ACCEPTED status where the amount is greater than $0,

2. All awards for all Fund Types should be considered in generating the communication,

3. At least one new award has been created/packaged for an Academic Year,

4. The Academic Year has not previously had this communication generated using this filter (excludes AY0), AND

5. The Opt Out communications checkbox on the Student Details screen in Regent Award under the Contact Information/Email is not set.

The Communication will be sent based on the following frequency basis:

Once for each Academic Year, upon meeting the requirements above. 

Award Notification - Updated

The Communication Filter will pick up students meeting the following conditions:

1. Standard Award Notification - Initial - UnderGrad or Standard Award Notification - Initial - Grad has been sent for the AY.

2. An award is updated for the AY.

The Communication will be sent based on the following frequency basis:

Each time an award changes since the last time the student received the communication.  

Standard CFP - Undergrad

The Communication Filter will pick up students meeting the following conditions:

1. The active program has an undergraduate programTypeCode.

2. Has an initial packaged CFP award(s) in an ‘Offered’ or ‘Accepted’ status OR an initially added external resource where the amount is greater than $0 (excludes AY0 awards), for one or more payment periods with a FAY that matches the configured FAY for the communication being sent.

3. This communication for this FAY has not previously been generated using this filter.

The Communication will be sent based on the following frequency basis:

1. Once, upon meeting the requirements above. 

Standard CFP - Grad

The Communication Filter will pick up students meeting the following conditions:

1. The active program has an graduate programTypeCode.

2. Has an initial packaged CFP award(s) in an ‘Offered’ or ‘Accepted’ status OR an initially added external resource where the amount is greater than $0 (excludes AY0 awards), for one or more payment periods with a FAY that matches the configured FAY for the communication being sent.

3. This communication for this FAY has not previously been generated using this filter.

The Communication will be sent based on the following frequency basis:

1. Once, upon meeting the requirements above. 

Standard Disbursement Notification Student

The Communication Filter will pick up students meeting the following conditions:

1. Has at least one of the following funds:

   1. Direct Subsidized

   2. Direct Unsubsidized

   3. Grad Plus

   4. FSEOG

   5. TEACH

   6. Pell

   7. IASG

2. All of the following:

   1. EST Actual Disbursement Status is updated to a 'Complete' (paid) status for the award

   2. R2T4 Refund = No for the period

   3. The EST Actual Net Disbursement amount is greater than $0.00.

3. If the Communication Type = Text, the Opt Out of Communications Text field is not set for text communications.

4. If the Communication Type = Email, the Opt Out of Communications Email field is not set for text communications.

The Communication will be sent based on the following frequency basis:

Once for any EST Actual disbursement meeting the criteria above since the last time the communication was run for respective Communication Type of Email or Text.

Standard Disbursement Notification for Parent/ Borrower 

The Communication Filter will pick up students meeting the following conditions:

1. Has a Direct Parent PLUS

2. All of the following:

   1. EST Actual Disbursement Status is updated to a 'Complete' (paid) status for the award

   2. R2T4 Refund = No for the period

   3. The EST Actual Net Disbursement amount is greater than $0.00.

3. If the Communication Type = Text, the Opt Out of Communications Text field is not set for text communications.

4. If the Communication Type = Email, the Opt Out of Communications Email field is not set for text communications.

The Communication will be sent based on the following frequency basis:

Once for any EST Actual disbursement meeting the criteria above since the last time the communication was run for respective Communication Type of Email or Text.

Standard Exit Counseling

The Communication Filter will pick up students meeting the following conditions:

1. At least one paid disbursement greater than $0 of Subsidized, Unsubsidized or Graduate PLUS, excluding AY0 and cancelled awards,

2. Current enrollment (not on Leave of Absence or Core break),

3. New attendance since a previous Exit Counseling communication was sent,

4. AND one of the following:

   1. A finalized R2T4 for the current or prior Payment Period,

   2. The Academic Plan End Date is within 30 days of the date the Communication is generated,

   3. The Graduation Date attribute in the Academic Information SBL node is less than or equal to 30 days from the date the Communication is generated,

   4. Not at least HT registration (LTHT of None) in the current term before the Autowithdrawal Date (only applies to term-based programs); OR

   5. If the latest Course End Date or Withdrawal Date on all courses in the Payment Period is greater than 25 days for Non-term Programs or Term-based Programs required to take attendance

The Communication will be sent based on the following frequency basis:

Once, upon meeting the requirements above. 

Standard FAFSA Reminder

The Communication Filter will pick up students meeting the following conditions:

1. Has Imported ISIR for the new FAFSA Federal Award Year (FAY)*

2. Has an ISIR on file for the previous FAFSA FAY*

3. Does not have an ISIR for the new FAFSA FAY*

4. Does not have the Opt Out communications checkbox selected on the Student Details screen in Regent Award under the Contact Information

Note: FAFSA Federal Award Year (FAY) = The FAY associated with the FAFSA. A new FAY FAFSA is available as of October 1 each year and continues to be available for 21 months until June 30.

The Communication will be sent based on the following frequency basis:

Once for each new FAFSA FAY upon meeting the requirements above.

Standard Missing Information

The Communication Filter will pick up students meeting the following conditions:

1. Has at least one document requirement that exists in a ‘Needed’ or ‘Incomplete’ status and is not configured as Office Use Only

2. If Communication Type = Text and the Opt Out of Communications Text field is ‘true’, do not include.

3. If Communication Type = Email and the Opt Out of Communications Email field is ‘true’, do not include.

The Communication will be sent based on the following frequency basis:

1. Sends every 7 days upon meeting the requirements above. 

2. Sends for a maximum of 60 days from the date of the original communication.

Standard PWD Notification

The Communication Filter will pick up students meeting the following conditions:

1. Has an R2T4 that has been updated to a 'Finalized' status (If more than one R2T4 is present for the period, use the most recent 'Finalized' R2T4 for the period.)

2. R2T4 PWD = Yes for the R2T4 period

3. R2T4 PWD does not have the 'Do not Offer' flag set 

4. The Net PWD Non-IOP or IOP amount for the finalized R2T4 must be  > $0 for one of the following awards:

   1. Direct Subsidized

   2. Direct Unsubsidized

   3. Direct Graduate PLUS Loan

   4. Direct Parent PLUS

5. If Communication Type = Text and the Opt Out of Communications Text field is ‘true’, do not include.

6. If Communication Type = Email and the Opt Out of Communications Email field is ‘true’, do not include.

The Communication will be sent based on the following frequency basis:

Once for each R2T4 Period, upon meeting the requirements above. 

Standard R2T4 Finalized

The Communication Filter will pick up students meeting the following conditions:

1. Has an R2T4 that has been updated to a 'Finalized' status (If more than one R2T4 is present for the period, use the most recent 'Finalized' R2T4 for the period.)

2. Has aid received for the R2T4 period (disbursed amount > $0) for one of the following:

   1. Direct Subsidized

   2. Direct Unsubsidized

   3. Direct Graduate PLUS Loan

   4. Direct Parent PLUS

   5. FSEOG

   6. TEACH

   7. Pell

   8. IASG

   9. R2T4 PWD = No for the R2T4 period

3. If Communication Type = Text and the Opt Out of Communications Text field is ‘true’, do not include.

4. If Communication Type = Email and the Opt Out of Communications Email field is ‘true’, do not include.

The Communication will be sent based on the following frequency basis:

Once for each R2T4 Period, upon meeting the requirements above. 

Standard FA SAP Appeal Decision

The Communication Filter will pick up students meeting the following conditions:

1. The student has a new or modified SAP record for either the Appeal Status or Appeal SAP Status fields.

2. The student meets one of the following:

   1. Appeal Status = Rejected and an Appeal SAP Status of MTF Suspended or FA Suspended is present

   2. Appeal Status = Approved and an Appeal SAP Status of FA Probation or FA Warning is present

3. If Communication Type = Text, the Opt Out of Communications Text field does not equal ‘true’

4. If Communication Type = Email, the Opt Out of Communications Email field does not equal ‘true'

Note: Changes to the Document Date, Decision Maker, SAP Academic Plan Anticipated End Date, or Notes fields will not result in a new or modified SAP record.

The Communication will be sent based on the following frequency basis:

Once for each SAP Period, upon meeting the requirements above. 

Standard Fund Awarded

The Communication Filter will pick up students meeting the following conditions:

1. The student is Active.

2. Student must have one or more new fund award created in an 'Offered' or 'Accepted' status where the amount is greater than $0 for an AY.

3. At least one new award has been created/packaged for an Academic Year.

4. The Academic Year has not previously had this Communication generated using this filter (excludes AY0).

5. If Communication Type = Text and the Opt Out of Communications Text field is ‘true’, do not include.

6. If Communication Type = Email and the Opt Out of Communications Email field is ‘true’, do not include.

Standard SAP Suspended

The Communication Filter will pick up students meeting the following conditions:

1. The student has a new or updated SAP record with Result (SAP Status) = FA Suspended or MTF Suspended Status.

2. If Communication Type = Text and the Opt Out of Communications Text field is ‘true’, do not include.

3. If Communication Type = Email and the Opt Out of Communications Email field is ‘true’, do not include.

The Communication will be sent based on the following frequency basis:

Once for each SAP Period, upon meeting the requirements above. 

Standard SAP Warning

The Communication Filter will pick up students meeting the following conditions:

1. The student has a new or updated SAP record with the Result (SAP Status) = FA Warning.

2. If Communication Type = Text and the Opt Out of Communications Text field is ‘true’, do not include.

3. If Communication Type = Email and the Opt Out of Communications Email field is ‘true’, do not include.

The Communication will be sent based on the following frequency basis:

Once for each SAP Period, upon meeting the requirements above. 

Standard Scholarship Documentation Incomplete

The Communication Filter will pick up students meeting the following conditions:

1. The student is Active

2. At least one document requirement exists in an ‘Incomplete’ status

3. If Communication Type = Text and the Opt Out of Communications Text field is ‘true’, do not include.

4. If Communication Type = Email and the Opt Out of Communications Email field is ‘true’, do not include.

Standard Scholarship Documentation Needed

The Communication Filter will pick up students meeting the following conditions:

1. The student is Active

2. Student has a document requirement in ‘Needed’ status with Document Use Type of ‘Facilitate Scholarship Review.'

3. If Communication Type = Text and the Opt Out of Communications Text field is ‘true’, do not include.

4. If Communication Type = Email and the Opt Out of Communications Email field is ‘true’, do not include.

Standard Scholarship Documentation Submitted

The Communication Filter will pick up students meeting the following conditions:

1. The student is Active

2. Student has a document requirement in ‘Received’ status with Document Use Type of ‘Facilitate Scholarship Review’

3. If Communication Type = Text and the Opt Out of Communications Text field is ‘true’, do not include.

4. If Communication Type = Email and the Opt Out of Communications Email field is ‘true’, do not include.