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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">UNT was a collegiate partner with our local VITA Program for several years. Serving as a site host is pretty much a turnkey experience.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:black">What’s required? <o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">A secured room with WIFI accessibility. With the tax returns being completed electronically we did not have to provide printer access. In addition, we were asked
to manage a RSVP system for the appointments, while promoting the program via campus email and our social media. We would provide the onsite VITA coordinator with the RSVP list. They also offered walk-in assistance with preference given to those with reservations.
Volunteers were provided with free on-campus parking.</span><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:black">What have been your challenges? <o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Inability of the program to serve international students. Limited number of volunteers (we averaged 2/event).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:black">What have been the successes?<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">The program was a in-win for students and our center. Providing students with access to free income tax filing assistance was an early success point for our center.
Our town-gown collaboration was applauded by senior administration.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:black">Anything else?<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">We limited on-campus appointments to students only due to restrictive on-campus parking. We averaged about 50 students being served through the program each Spring.
We typically had 1-2 VITA volunteers on-campus 2-3 times during the early Spring semester. As more free online tax filing assistance resources have become available the interest from students in an on-campus partnership has waned significantly. We still promote
the VITA Program available in the community the week following the release of W-2’s by the university. We have reached out to other community-based tax preparing service providers when they are offering their service for preparing 1040EZ return free or at
a reduced fee to students.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">P-<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Franklin Gothic Heavy",sans-serif;color:#00B050">PAUL F GOEBEL, CPFM<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#404040">Director</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#404040"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#404040">UNT Student Money Management Center<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#404040">940.369.7761 | Chestnut Hall 313<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Natfinwellness [mailto:natfinwellness-bounces@lists.osu.edu]
<b>On Behalf Of </b>Pellegrini, Andrea<br>
<b>Sent:</b> Monday, September 12, 2016 12:38 PM<br>
<b>To:</b> National Financial Wellness Listserv <natfinwellness@lists.osu.edu><br>
<b>Cc:</b> Bauer, Charlotte D <bauersmi@illinois.edu><br>
<b>Subject:</b> [Natfinwellness] VITA Site Set-Up<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Hello all!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">I may have asked this last year, but it came up in a meeting again today…<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">What has been your experience(s) with VITA tax prep sites at a college or university? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">What’s required? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">What have been your challenges? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">What have been the successes?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">And anything else you can provide!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Sincerest of thanks in advance!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Best,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Andrea<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span class="apple-style-span"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Andrea Pellegrini,</span></b></span><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> Assistant
Director</span></span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span></b><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">USFSCO </span></b><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">– </span></span><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Providing
Solutions</span></i><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Student Money Management Center</span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">P: <a href="tel:217.333.6228">217.333.6228</a></span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="mailto:apelleg3@uillinois.edu">apelleg3@uillinois.edu</a></span></span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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</span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="http://studentmoney.uillinois.edu/"><span style="color:purple">studentmoney.uillinois.edu</span></a></span></span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="http://paymybill.uillinois.edu/"><span style="color:purple">paymybill.uillinois.edu</span></a></span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">University of Illinois</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Urbana-Champaign, Chicago, Springfield</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="x-apple-msg-load://63862CD5-9DEC-4094-AD97-16228078259E/OBFS.uillinois.edu"><span style="color:purple">obfs.uillinois.edu</span></a></span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span></span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">SMMC is on <a href="http://www.facebook.com/ILStudentMoney"><span style="color:purple">Facebook</span></a><a href="http://www.facebook.com/ILStudentMoney"><span style="color:purple"> </span></a>| <a href="https://twitter.com/ilstudentmoney"><span style="color:purple">Twitter</span></a><a href="https://twitter.com/ilstudentmoney"><span style="color:purple"> </span></a>| <a href="http://instagram.com/ILStudentMoney"><span style="color:purple">Instagram</span></a> | <a href="http://youtube.com/ILStudentMoney">Y</a><a href="http://youtube.com/ILStudentMoney">ouTube</a></span></span><span style="color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Under the Illinois Freedom of Information Act (FOIA), any written communication to or from University employees regarding University
business is a public record and may be subject to public disclosure.</span></span><span style="color:black"><o:p></o:p></span></p>
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