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• Verification of FAFSA Tax Items

  • When
    10 Dec 2025
  •  
    10:00 AM - 12:00 PM
  • Location
    Webinar
  • Spaces left
    140

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  Verification of FAFSA Tax Items

  Webinar:Wednesday, December 10 at 10:00AM

  In our second webinar, we will look at the 2026-2027 FAFSA data to be verified and documentation requirements for verification. This will include what to do when a contributor has successfully matched their FAFSA and IRS records, and the IRS has populated their ISIR with Federal Tax Information, and what to do when there is no FTI in the contributor’s record. 

  We will discuss amended tax returns, identity theft, rollovers, foreign non-filers, and other unusual situations that might come up. Requirements for both 1040 filers, foreign and territory tax return filers, domestic non-filers, and foreign non-filers will be covered.

  
  

  Originally scheduled 10/22, changed due to federal register not being available with the 2026-2027 FAFSA Information to be Verified update. 

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• Private Lending: Navigating Processes and Responsibilities with Transparency and Care

  • When
    21 Jan 2026
  •  
    10:00 AM - 12:00 PM
  • Location
    Webinar
  • Spaces left
    168

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  Private Lending:

  Navigating Processes and Responsibilities with Transparency and Care

  Webinar:Wednesday, January 21 at 10:00AM

  As student borrowing patterns continue to evolve, private and alternative loans remain a critical — yet complex — part of institutional aid administration. This session will demystify the private lending process and outline the institutional responsibilities that come with it. Attendees will explore how to balance compliance, transparency, and student advocacy when working with private lenders. Participants will gain clarity on required disclosures, lender list management, and counseling practices that support ethical decision-making and informed borrowing. Whether you’re new to overseeing private loans or looking to refine your current processes, this session will equip you with the knowledge and tools to confidently manage private lending while keeping students’ best interests at the forefront.
  

  Learning Objectives:
  By the end of this session, participants will be able to:
  

  • Identify key regulatory and ethical responsibilities related to private and alternative loan processing.
  • Develop strategies to ensure transparency in lender relationships and communication with students.
  • Implement best practices for creating and maintaining institutional lender lists.
  • Counsel students effectively on comparing private loans to federal options

  Presenters: Dana Kelly, Vice President of Professional Development & Institutional Compliance, NASFAA
  
  

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