[Natfinwellness] Need-Based Aid - Financial Literacy/Wellness Requirements

[Potter, Sara]

Hi Bryan,

Our institution mandates online entrance counseling through iGrad when a federal or university loan is accepted.

-Sara Potter


[https://docs.google.com/uc?export=download&id=0B_MGIy4Rna4GSVZMczhVaGVEZEE&revid=0B_MGIy4Rna4GdzZpOGpyYjVKZC8yYWlEUmJ1dUF2ZUtwakNJPQ]

Sara E. Potter

M. Ed. Student Affairs | UCLA
Financial Wellness Coordinator | Dean of Students Office, UCLA
E-mail: spotter at saonet.ucla.edu<mailto:spotter at saonet.ucla.edu>
Office: Murphy Hall 1104
Phone: (310) 825-6901

Visit our online resources by clicking below:
[https://docs.google.com/uc?export=download&id=0B_MGIy4Rna4GaFMxeDByNFl6TUU&revid=0B_MGIy4Rna4GNUVVNGl6OHpCV2JwcjRSb2Z4TlpqdnZtQ2xVPQ]<https://www.facebook.com/uclafinancialwellness?fref=ts>    [https://docs.google.com/uc?export=download&id=0B_MGIy4Rna4GdUxTVWFZM3ZkZDQ&revid=0B_MGIy4Rna4GVVlQYWIrTW5EQUltVkd6cWM4bkZUQTVGRks4PQ] <http://financialwellness.ucla.edu/>



From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of Pellegrini, Andrea
Sent: Tuesday, December 01, 2015 7:15 AM
To: National Financial Wellness Listserv
Subject: Re: [Natfinwellness] Need-Based Aid - Financial Literacy/Wellness Requirements

>From my colleague, Danny Pelayo, who manages our Financial Counselor requirement:
________________________________
HI Andrea,

Yeah when a student signs a Promissory Note for Institutional loans the student is also required to complete online entrance interview before the funds can be disbursed.

Daniel Pelayo
Assistant Director of Student Loans and Collections

USFSCO - Providing Solutions
*  (312) 413-7067
Fax:   (312) 413-4432
dpelay1 at uillinois.edu<mailto:dpelay1 at uillinois.edu>
paymybill.uillinois.edu<http://paymybill.uillinois.edu/>

University of Illinois
Chicago, Springfield, Urbana-Champaign

www.obfs.uillinois.edu<http://www.obfs.uillinois.edu/>

From: Natfinwellness <natfinwellness-bounces at lists.osu.edu<mailto:natfinwellness-bounces at lists.osu.edu>> on behalf of "Ashton, Bryan" <ashton.53 at osu.edu<mailto:ashton.53 at osu.edu>>
Reply-To: National Financial Wellness Listserv <natfinwellness at lists.osu.edu<mailto:natfinwellness at lists.osu.edu>>
Date: Friday, November 27, 2015 at 10:15 AM
To: "natfinwellness at lists.osu.edu<mailto:natfinwellness at lists.osu.edu>" <natfinwellness at lists.osu.edu<mailto:natfinwellness at lists.osu.edu>>
Subject: [Natfinwellness] Need-Based Aid - Financial Literacy/Wellness Requirements

Hi All --

I hope that everyone is doing well and that you enjoyed the holiday break this week!

I had a quick question -- do any institutions require students receiving institutional (read not federal) need based aid to undergone financial literacy/wellness requirements?  If so, how is that requirement structured and enforced?

Thank you for any assistance that you can provide!

Bryan


Bryan Ashton Assistant Director
The Office of Student Life Student Wellness Center
B130 RPAC | 337 Annie and John Glenn Ave, Columbus, OH 43210
(614) 230-8190 Office
ashton.53 at osu.edu<mailto:ashton.53 at osu.edu> swc.osu.edu<UrlBlockedError.aspx>
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