Adding and Updating Financial Aid Checklist Items

This information describes how to add and/or update a student Financial Aid checklist item.

Introduction

Please note that this resource includes information related to Federal Financial Aid policies which are liable to change. Staff maintaining this documentation will update terminology, links, or processes in accordance with new information as it becomes available in conjunction with Student Information System updates. The information here identifies salient details regarding the usage of MyBU Student and is designed to be used in conjunction with Financial Aid Procedures and Processes.

A checklist is a list of planned or completed action items that can be assigned to a student. In effect, a checklist can be thought of as a to-do list for a student. The ability to manage checklists allows tracking activities and due dates and identifying their status at any time.

Here are some examples for which checklist items might be required:

• FAFSA (Free Application for Federal Student Aid)
• CSS Profile (Institutional Eligibility Application)
• Requests for Additional Information regarding a family’s financial or special circumstances

For a comprehensive downloadable guide, please click the PDF icon above.