Financial Aid Income Verification Form and Workflow - Library

Item Description

The Financial Aid Income Verification Worksheet is required at every school. The problem is that the government does not provide this as a 'standard' document so each organization has to create their own version of this form.

Most organizations have separate forms - 1 form for a 'Dependent Student' and a separate form for an 'Independent Student'.

We have created a single 'Income Verification Worksheet' and have used the form branching rules to direct the student down the path appropriate based on whether they are a Dependent Student or an Independent Student.

Having a single form to manage should make it easier on our customers and also make it easier on their students and parents subjitting the most relevant and accurate information thus speeding up the time it takes to collect and process this information.

We have also included a CXM Case Type for processing this form and the attachments provided.

form 1
form 2
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Integrated Systems
Target Audience
Public and Internal
Lead Customer
Jadu Customer Success
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