Southwest Technology Center Financial Aid Policies And Procedures 2025-2026

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FINANCIAL AID POLICIES AND PROCEDURES TABLE OF CONTENTS

STATEMENT OF PURPOSE

FINANCIAL AID REFERENCE DOCUMENTS

MISSION/FINANCIAL AID PHILOSOPHY/HISTORY/POLICY DEVELOPMENT

Financial Aid Philosophy

Person Designated to Administer Title IV Financial Aid

Policy Development

FINANCIAL AID OFFICE AND RECORDS MANAGEMENT

Purpose of the Financial Aid Office

Responsibilities of the Financial Aid Coordinator

Location of Financial Aid Records

Confidentiality and Inspection of Student Financial Aid Records

Length of Time to Maintain Student Records

Electronic Statement of Account

Pell Processed Disbursement List/Financial Aid Excel Spreadsheet

The Business Office/G5

Description of Accounts

Financial Aid Workshops/Meetings

Student Policies and Consumer Information

Persons Designated to Provide Student Policies and Consumer Information and Distribution of Forms

Consumer Information from the U.S. Department of Education

Gainful Employment Disclosures

Net Price Calculator

PARTICIPATION IN FEDERAL FINANCIAL AID PROGRAMS AND INSTITUTIONAL PROGRAM ELIGIBILITY

Institutional and Program Eligibility

TITLE IV FINANCIAL ASSISTANCE AVAILABLE AT SWTC

Federal Pell Grant

Purpose of the Federal Pell Grant Program

Federal Pell Grant Eligibility

U.S. Citizen or Eligible Non-Citizen

Undergraduate Status

Determination of Financial Need.

Regular Student/Enrollment Status/Eligible Program Status.

High School Diploma/GED®/HiSET®/Home School Equivalency

Default/Overpayment Status.

Valid SSN

Satisfactory Academic Progress (SAP)

Statement of Educational Purpose

Educational History of Student

APPLYING FOR THE FEDERAL PELL GRANT

Application Process

Creating a StudentAid.gov Account

Gathering the Documents Needed To Apply for 2025-2026 FAFSA Form

Determining Your Dependency Status

PROCESSING STUDENT RECORDS

Procedure for Handling Missing Financial Aid Information

Procedure for Handling Conflicting Financial Aid Information

Procedure for Handling Void Financial Aid Applications

Procedure for Handling Rejected Financial Aid Applications

Procedure for Handling Ineligible FAFSA SUBMISSION SUMMARY/ISIR

VERIFICATION

Explanation of Verification

Selection of Financial Aid Applications to Be Verified

Financial Aid Disbursements Prior to Verification

Verification Deadline

Items to Be Verified/Acceptable Documentation

Number of Household Members

Number Enrolled in College..

Adjusted Gross Income (tax filers)

Income Earned from Work (non-filers)

U.S. Income Tax Paid (tax filers)

High School Completion Status

Identity/Statement of Educational Purpose

Location of Information On IRS Forms

Exemptions from Financial Aid Verification..

Verification Procedures

Correcting Errors.

Submitting Corrections

Verification Status Codes

Unusual Enrollment History (UEH) Flag

Verification of Other Information

Conflicting Information That Cannot Be Resolved

AWARDING AID

Awarding Title IV Aid

Award Year/Academic Year

SAI Formula

Steps in Computing the Pell Grant Award

Living Costs

Cost of Attendance/Budget Allocations..

Coding on Pell Payment Document Using Common Origination and Disbursement (COD)

Determination of Cost of Attendance

Determination of Scheduled Award and Annual Award

Tuition/Fees

Tuition/Fees for the Practical Nursing Program

Pell Grant Disbursement Worksheet and Calendar

Determination of Payment Per Payment Period

Determination of Total Expected Disbursement for Regular Students

Transfer Students and Determination of Award Disbursement.

Advanced Standing Credit/Prior Credit and Determination of Award Disbursement

Post Military Education and Advanced Standing Credit.

VA Educational Assistance Beneficiaries Policies

Financial Aid Shopping Sheet

Course Repetitions and Determination of Award Disbursement

Award Notification.

Student Right-to-Know and Responsibilities of Financial Aid Recipients

Student Right-to-Know

Student Responsibilities

DISBURSEMENTS

Disbursement of Pell Grants

Disbursement Procedures

Initial Disbursements

Subsequent Disbursements

SATISFACTORY ACADEMIC PROGRESS (SAP)

Satisfactory Academic Progress Policy

Qualitative Component (Grade Based)

Quantitative Component (Time Based)

Attendance Component

Monitoring Process and Progress Reports

Financial Aid Warning and Suspension Status

Appeal Process after a Suspension

Withdrawal and Incompletes.

Repeating Coursework

Suspended Status Student Transferring to a New Program/Career Option

Financial Aid Probation Status

Progress Checks And Va Reporting Policies.

ATTENDANCE POLICY FOR STUDENTS ON FINANCIAL AID

LEAVE OF ABSENCE

REVISION OF FINANCIAL AID AWARDS

OVERPAYMENT AND COMMON TYPES OF OVERPAYMENT

Explanation of Overpayment

Overpayment Due to Institutional Error

Overpayment Due to Incorrect Data

Receipt of Additional Student Funding Resources

WITHDRAWAL AND INSTITUTIONAL REFUNDS

Withdrawal Process

Official/Unofficial Withdrawal Date.

Treatment of Funds Policy

As Related to Receipt of Title IV Financial Aid

Institutional Refund Policy

TREATMENT OF RETURN OF TITLE IV FUNDS

TITLE IV RETURN OF FUNDS

Official/Unofficial Withdrawal Date

Calculating Title IV Return of Unearned Funds and Repayment Formulas Used

Aid to Be Returned

POST-WITHDRAWAL DISBURSEMENTS OF TITLE IV FUNDS

Explanation of Post-Withdrawal Disbursement.

PROFESSIONAL JUDGMENT

Explanation of Professional Judgment

Procedure to Follow for Professional Judgment

Areas in Which Professional Judgment Can Be Exercised.

Dependency Status and Professional Judgment

Appeal Procedure for Professional Judgment

APPEAL PROCESS FOR ALL OTHER FINANCIAL AID GRIEVANCES

MISREPRESENTATION REGULATIONS

Misrepresentation

Substantial Misrepresentation

Misrepresentation Sanctions

Relationship with the Department of Education 34 CFR 668.75.

FRAUD

Explanation of Fraud

Policy for Fraud

Procedures for Fraud

Help Prevent Financial Aid and Scholarship Fraud

SAFEGUARDING STUDENT PRIVACY

Information Security Policy and Procedure

Cybersecurity and the Gramm-Leach-Bliley Act (GLBA)

Identity Theft Prevention

Family Educational Rights and Privacy Act (FERPA)

Notification of Rights Under FERPA

Directory Information Notice

AUDITS

Audit Requirements

Preparation for Audit.

OTHER ASSISTANCE PROGRAMS AVAILABLE AT SWTC

Bureau of Indian Affairs (BIA)

Department of Rehabilitative Services (DRS Voc-Rehab)

Next Experience in Training Scholarship

Application Procedures

Criteria for Selecting Recipients from Group of Eligible Applicants

Nursing Student Assistance Program

Oklahoma HB 3350 Career Technology Tuition Waiver

Application Procedures

Eligibility Requirements

Criteria for Selecting Recipients from Group of Eligible Applicants

Method and Frequency of Disbursemen

Oklahoma Tuition Aid Grant (OTAG)

Purpose of the Oklahoma Tuition Aid Grant Program

Application Procedures

Eligibility Requirements

Criteria for Selecting Recipients from Group of Eligible Applicants

Method and Frequency of Disbursement

Otha Grimes Memorial Scholarship

Purpose of Otha Grimes Memorial Scholarship

Application Procedure

Criteria for Selecting Recipients from Group of Eligible Applicants

Method and Frequency of Disbursements

Southwest Technology Center Foundation Scholarship

Purpose of Southwest Technology Center Foundation Scholarship.

Application Procedures

Criteria for Selecting Recipients from Group of Eligible Applicants

Method and Frequency of Disbursements

Veteran’s Affairs (VA) Educational Assistance Programs

Workforce Innovation and Opportunity Act (WI0A)

Administration of Other Scholarships

IN-SCHOOL LOAN DEFERMENT AND NSLDS

In-School Loan Deferment

National Student Loan Data System (NSLDS)

NON-DISCRIMINATION STATEMENT

SWTC STUDENT POLICIES

NOTICE OF AVAILABILITY OF CONSUMER INFORMATION

RETURN OF TITLE IV FUNDS WORKSHEET.