The Monthly Memo
THIS MONTHíS TOPICS:
PLEASE NOTE THE FOLLOWING:
ALL vouchers and file maintenance sent†at this time of year MUST be clearly labeled 04-05 or 05-06. No 05-06†file maintenance†until after the first notification list is out,†and no 05-06 Vouchers†until August.
Please address refunds to Nancy Wilkison, or mention on the outside of the envelope that this is a refund.
This is the second year of the biennium so processing refunds in a timely manner is important. When returning funds, please include the following:
Student first and last name
In order to process refunds we must have this information. If the information is not
provided, the refund is held-up. Please call the grant specialist for assistance if needed!
Disbursement Code (type of refund)
Your 3 digit HEAB school code
Academic year and semester of award being returned (Or HEAB voucher number)
Check number and date of check being sent back to HEAB (Not the # and date of original award check unless itís the same check being sent back.)
NOTIFICATION LIST PROCESSING
Please check our Webpage under "Information for Financial Aid Administrators" for current Notification List and Voucher Processing Schedules.
|04/05 Lists - Tuesdays||April 5, 19: May 3, 17|
|05/06 Lists - Tuesdays||April 12, 26: May 10, 24|
|Tuesdays and Fridays
|April 1, 5, 8, 12, 15, 19, 22, 26, 29
May 6, 13, 20, 27
AES NOTIFICATION LIST PROCESSING
April 19, May 17
Return of Funds: We are working on our "Return of Funds" policy at the recommendation of the Legislative Audit Bureau. There is a lot of confusion about our current policy, which I have included in full at the end of this memo. Our current policy begins with:
End of Emailed Notification Lists: Beginning May 1, we will no longer email notification lists - they will only be available on SECURE HEAB. Lists are available the day after processing, and are usually in your folders by noon. Files include a date, so you will be able to tell if it is a new file or one youíve already downloaded.
Scheduled HEAB Board Meetings: July 29, 2005 (The April 22 Board Meeting is cancelled.)
Next HEAB Training Date: May 19, 2005
Please let us know if you are coming to training as materials are printed based on the number of people attending. To register for a session or for more information, please contact John Whitt at (608) 266-1665 or email him at firstname.lastname@example.org.
HEAB conducts one-day training programs for new and continuing financial aid administrators. The training session covers all aspects of the programs administered by HEAB, including:
The program begins at 10:00 a.m. and ends no later than 3:00 p.m. It is held at the HEAB offices at 131 W. Wilson St, Suite 902, Madison, WI. We have room for up to 6 people at each session.
Questions or concerns? I truly appreciate your feedback. Please contact me by phone at (608) 264-6181 or by email at email@example.com.
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