Packaging and Aid Notification: 2024-25

2024-25 Packaging and Aid Notifications Self-Study Guide

Financial aid packaging involves employing strategies to distribute 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 need 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.

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Published April 2024

Learning Objectives

Lesson 1: Introduction

  • Understand the definition of packaging financial aid notifications; and
  • Understand the foundational principles and guidelines of packaging.

Lesson 2: Packaging Guidelines

  • Understand the general guidelines for packaging;
  • Know about packaging categories; and
  • Recognize calendar terms and key concepts related to packaging.

Lesson 3: Overawards, Appeals, and Award Notifications

  • Understand concept of overawards and how to prevent and resolve them;
  • Understand aid appeals policies and procedures; and
  • Understand aid notification requirements and options.
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