Fillable Alternative Private Loans Origination - 2018-2019 JCC Alternative Private Loans Origination Sheet

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Alternative Private Loans Origination - 2018-2019 JCC Alternative Private Loans Origination Sheet

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2018-2019
JCC Alternative Private Loans Origination Worksheet
Name: ____________________________________________ ID# _________________________
Degree Type & Major ________________________________ Grade Level _________________
LENDER REQUIREMENT REVIEW
All lender requirements must be met to certify loan
Lender Name:
Loan Program Type :
Making SAP and/or minimum GPA
Eligible Program
Minimum credit hours
CFNC: FAFSA, Associates Degree, Not in default, No Pell overpayment, Citizenship
Eligible for Certification Initial & Date NOT Eligible Initial & Date
Loan Period:
Fall/Spring Fall Only Spring Only Fall/Spring/Summer Spring/Summer Summer Only
Independent
Dependent ISIR Transaction #_______ NO FAFSA / FCIB
Cost of Attendance (see chart below) $__________________
Less Estimated Financial Aid $__________________ (*** DO NOT INCLUDE EFC ***)
Less Other (Sponsorships) $__________________
= Need for Alternative Loan Eligibility $__________________
SCHOOL CERTIFICATION
Alternative Certified Amount $ __________________
Disbursement Amount (1) $___________________ Date ______________
Disbursement Amount (2) $___________________ Date ______________
ELM Certify AIDE screen (ALT1) _____________ Initial/Date
Skip Checklist (FSCI) Award Letter (ALTR) Award Email (ACDB)
FA Coordinator on FASI Run EVAL Add to Spreadsheet
Returned Conflicting Info _______________ Initial/ Date Loan Removed _____________ Initial/Date
Cost of Attendance and Loan Period Dates
Cost of Attendance
Dependent/Independent
Enrollment Period
(Disbursement Dates)
Loan Period Dates
$13,156/$18,471 Fall2018andSpring2019(9/18/18&2/7/19) 08/15/2018‐05/06/2019
$5,847/$8,209 Fall2018ONLY(9/18/2018) 08/15/2018‐12/17/2018
$5,847/$8,209 Spring2019ONLY(2/7/19) 01/04/2019‐05/06/2019
$10,232/$14,366 Spring2019andSummer2019(2/7/19&6/6/19) 01/04/2019‐07/29/2019
$4,385/$6,157 Summer2019ONLY(6/6/10) 05/16/2019‐07/29/2019
*If enrolled Fall, Spring & Summer increase yearly COA by 3/9 when looking at remaining need for the year. (NASU drill down on Bgt. Comp. & update amt.)
SUMDEP/SUMINDEP
ALT1
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Alternative Private Loans Origination - 2018-2019 JCC Alternative Private Loans Origination Sheet

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Completed 9 February 2020

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