Manage My Financial Aid Action Items
Overview
This guide will show Students how to view and manage their Financial Aid Action Items. Common Financial Aid action items (or tasks) for Students include the:
- Master Promissory Note
- Student Loan Entrance Counseling
- Income Verification
- Dependent Household Form
- Make My Federal Student Aid Authorizations
Process – View Financial Aid Action Items from Homepage
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Log into your Workday account.
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On your homepage review the Awaiting Your Action section. This will have the list of your most recent pending action items. Click on Go to My Tasks to view more action items/tasks.
NOTE: If this section is not visible, then you do not have any pending action items at this time.
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Click on an item to view details about the actions you need to take.
Process – View Financial Aid Action Items from Inbox/My Tasks
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You can also view your Action Items from your Workday Inbox by clicking on the Inbox icon at the top right-hand side of your screen.
- From the list of Actions that appear on that tab on the left, click on each item to review the description and action that needs to be taken.
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Click the Finances app on your home page to view your Financial Aid dashboard and related action items.
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Click the Action Items tab at the top of the Financial Aid dashboard (homepage).
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Select one of the action items to view details.
Process – Sign Master Promissory Note (MPN)
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Click Go to Tasks to see the task and details.
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To access your electronic Master Promissory Note (MPN), click the link located in the message to access the Federal Student Aid website (https://studentaid.gov/mpn/). This process is completed outside of Workday.
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Click on Log in to Start to initiate the Master Promissory Note (MPN) process (Graduate Students may need to scroll down to view the link).
Click on View Demo if you need a walk through of this process prior to starting.
Complete all the steps for your MPN.
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Once you have completed the MPN process the action item on your Student record will be updated overnight when RISD receives the latest report from Federal Student Aid. The status is reflected under the Finances app > Student Financials Dashboard > My Financial Aid Action Items > click on Show Steps.
Process – Complete Entrance Counseling
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From Awaiting Your Action, My Tasks, or from the Financials Action Items list, click on the Complete Your Student Loan Entrance Counseling Requirement task. This process is completed outside of Workday.
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Click on Log in to Start to initiate the Student Loan Entrance Counseling Requirement (Graduate Students may need to scroll down to view the link for their status).
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Click on View Demo if you need an overview of this process prior to starting.
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Complete all the steps for Student Loan Entrance Counseling.
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Once you have completed the Student Loan Entrance Counseling process the action item on your Student record will be updated overnight when RISD receives the latest report from Federal Student Aid. The status is reflected under the Finances app > Student Financials Dashboard > My Financial Aid Action Items > click on Show Steps.
Process – Requests for Verification
Requests for Verification tasks pertain to providing additional documentation needed to package your Financial Aid Award for the academic year. This can include documentation such as the Dependent Household Form and providing additional tax information for yourself, your parents or guardians (if you are their Dependent), or your Spouse.
From Awaiting Your Action, My Tasks, or from the Financials Action Items list, click on the Verification task. This process may include tasks being completed within Workday and the Federal Student Aid website.
Review the Verification-related task and complete any required acknowledgement steps. This process may include tasks being completed within Workday and/or the Federal Student Aid website.
Upload the requested verification documentation in the Attachment section.
Click Submit.
Once you have completed all of your Financial Aid Action Items the Award graphic on your Finances dashboard will show that you have completed all items at this time.
