Financial Aid Referral

What is the purpose of this referral? 

A referral to the Financial Aid Office should be made when a staff member (e.g. instructor, Academic Advisor) learns the student has a financial issue that is impacting their academics and/or personal life. 

What action will be taken? 

On the Pittsburgh Campus, the response to the student will be a personalized email from the Financial Aid Office.  A full review of the student’s file will be completed prior to contacting the student so that the message can be customized for the student’s needs.   

If the file review determines that the situation is best handled via a face-to-face appointment, then contact will be made through an email to the student giving available times.  The initial contact will always be through an email but may require a meeting.   

On the Regional Campuses, the Director of Financial Aid will be contacted regarding the student. They will follow up with the student in line with their campuses’ protocol. 

When will the referral be closed? 

The case will be closed after three attempts were made to the student via email or after the student has met with a member of the financial aid team.