![\"Glossary](\"\/sis-training\/files\/2025\/06\/Glossary-icon.png\"){kind=icon}
<\/a><\/p>\nIntroduction<\/h4>\n
In MyBU Student, a Checklist combines assigned and completed To Do items, allowing students to track various requirements. For the purposes of Financial Aid, these items are assigned to a student pertinent to their aid application and\/or eligibility. <\/p>\n
Common Financial Aid checklist items include the FAFSA, CSS PROFILE, income verification documentation, supplemental forms, and direct loan requirements such as entrance counseling and master promissory notes. In some cases, students can upload forms directly to the Checklist in MyBU Student. As items are submitted and processed, the status of the item will be updated accordingly on the Checklist.<\/p>\n
Some assignment and processing of Checklist items will occur automatically in the system. However, authorized staff may manually assign and\/or update Checklist items for a student as needed.<\/p>\n
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.<\/p>\n
A resource for students on Financial Aid Checklists is available here<\/a>. (This resource is also available to students as a knowledge article in their student portal.)<\/p>\n \u26a0\ufe0e Screen options and menus will vary by user; please note that displays may differ for you based on access that has been granted. All screens shown are for training purposes only.<\/p>\n Financial Aid staff can view a student’s currently assigned Checklist items in two ways:<\/p>\n \u24d8 NOTE<\/strong>: The Financial Aid Status page allows staff to view Checklist items for a specific Aid Year. The student\/Act As view will show Checklist items from all applicable Aid Years.<\/p>\n To view Checklist using the View Financial Aid Status<\/strong> page:<\/p>\n Related Resource: View Financial Aid Status<\/a><\/p>\n<\/ol>\n To view Checklist with Act As User<\/strong> functionality:<\/p>\n Note in the below example how the FAFSA for both the current Aid Year (2026) and upcoming Aid Year (2027) are included. The last two digits of the aid year are often included in the name of the item to help users quickly distinguish between items.<\/p>\n <\/div>\n<\/div>\n\n The status of a Checklist item will change as pertinent documentation is processed and reviewed by Financial Aid staff. Some items may appear on the Checklist already in \u2018Received\u2019 or \u2018Completed\u2019 status.<\/p>\n The meaning of each status as it relates to a specific checklist item will be defined in the item\u2019s Description. But in general, the following statuses will most commonly apply:<\/p>\n Upon review of submitted documentation, additional related requirements may also be added by Financial Aid staff. Refer to the sections below for more information.<\/p>\n For questions about the appropriate use and system configuration of Checklist items and their statuses, contact the central Financial Aid office.<\/p>\n <\/div>\n<\/div>\n\n \u24d8 NOTE<\/strong>: Even though the Aid Year was established on the first tab, the item lookup may display item codes from all available aid years. If the item is specific to the aid year, be sure to select that item accordingly. Aid Year-specific items will include the last two digits of the aid year in the Item Description.<\/p>\n For questions or requests regarding the configuration and management of available Checklist Items in the system, submit a ticket to ithelp@bu.edu<\/a> and include “Financial Aid Checklists” in the subject.<\/p>\n <\/div>\n<\/div>\n\nView a Student's Checklist<\/h4>
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![\"View](\"\/sis-training\/files\/2025\/06\/View-FA-Status-1-search-636x328.png\")
<\/a><\/p>\n\n
![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-1-View-FA-Status-page-636x455.png\")
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![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-2-Act-As-Dashboard-636x325.png\")
<\/a><\/p>\n![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-2-Act-As-To-Dos-636x382.png\")
<\/a><\/p>\nItem Statuses<\/h4>
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Add Item to a Student's Checklist<\/h4>
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![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-4-View-FA-Status-checklist-icon-636x361.png\"){kind=icon}
<\/a><\/p>\n![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-5-Checklist-Mgmt-1-Admin-Function-input-636x400.png\")
<\/a><\/p>\n![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-6-Checklist-Mgmt-1-Code-Lookup-636x319.png\")
<\/a><\/p>\n![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-7-Checklist-Mgmt-1-Variable-Data-input-636x265.png\")
<\/a><\/p>\n![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-8-Checklist-Mgmt-2-Item-Lookup-636x443.png\")
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![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-9-Checklist-Mgmt-2-Save-636x326.png\")
<\/a><\/p>\n<\/ol>\nUpdate Student's Checklist<\/h4>
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![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-10-Update-1-search-636x299.png\")
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![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-11-Update-2-results-636x122.png\")
<\/a><\/p>\n![\"Example](\"\/sis-training\/files\/2026\/05\/FA-Checklists-12-Update-3-Checklist-Item-Table-636x454.png\")
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