Packaging & Aid Notification: 2026-27
Financial aid packaging involves allocating limited financial aid resources to qualified students to attend the postsecondary school of their choice. The packaging process combines various types of Title IV and non-Title IV aid from federal, state, institutional, and private entities to help meet the financial needs of college students. Rules for packaging some Title IV aid programs are different from the rules for packaging non-Title IV aid. Completion of this Self-Study Guide qualifies individuals to take the corresponding NASFAA Professional Credential test.
Upon purchase, you'll have access to the e-Reader version, and/or download the PDF from the NASFAA website.
Free (Value Plus Members)
$129.00 (Members)
$238.00 (Non-Members)
Published April 2026
Learning Objectives
Lesson 1: Introduction
- Understand the definition of packaging financial aid offers; and
- Know the foundational principles and guidelines of packaging.
Lesson 2: Packaging Guidelines
- Understand the general guidelines for packaging;
- Know about packaging categories;
- Recognize calendar terms and key concepts related to packaging; and
- Understand the program-related considerations for Direct Loans and TEACH Grants.
Lesson 3: Overawards, Appeals, and Award Notifications
- Understand the concept of overawards and how to prevent and resolve them;
- Identify aid appeals policies and procedures; and
- Learn aid notification requirements and options.