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While we focus on self-directed learning, instructor-led training will still be provided for specific needs, including:
System Overviews (New Executives & FA Management)
Disbursement & Report Overviews (New Executives & FA Management)
System Overviews (New Hire Groups due to sufficient turnover)
Packaging Overviews (Groups)
Refresher Trainings (Groups) – Covering various System, Reporting, and Packaging topics.
Conversion Training for onboarding new clients or new services
Significant System Changes (via webinar)
Significant Award Year Changes (via webinar)
To request one of the listed trainings above, please click on the link below (not required for the listed webinars):
https://docs.google.com/forms/d/e/1FAIpQLSff1G-FA3wRdpM28ir_-ilbJTgqoshZNCbPq1UtKrqhm3R0MQ/viewform
Institutions should make use of the Department of Education's (ED) resources to provide training for new Financial Aid Officers (FAOs) on fundamental financial aid processes and procedures. The Department of Education offers a variety of resources, including:
Online Courses & Webinars: The ED provides free training courses, webinars, and workshops that cover key financial aid topics such as application processing, eligibility determination, and loan management.
Federal Student Aid (FSA) Handbook: This comprehensive guide is a crucial resource for understanding federal student aid regulations, procedures, and policies. It is updated annually and available on the ED website.
FSA Training Guides: ED offers training guides and materials specific to different financial aid topics, including Pell Grants, Direct Loans, and Title IV regulations.
FSA Conferences & Events: The Department of Education holds conferences and events where financial aid professionals can receive in-depth training and network with peers.
ED's Federal Student Aid Website: It provides essential tools, resources, and announcements related to financial aid processes.
FSA Help & Customer Support: FAOs can access support via the FSA Customer Service center for specific queries related to financial aid systems and processes.
By utilizing these resources, institutions can effectively train their financial aid staff to ensure compliance with federal regulations and provide accurate financial aid services to students.
College Officials should leverage the Global Report Server to access a variety of reports designed to streamline and enhance Financial Aid Office operations. These reports assist in managing key responsibilities, ensuring compliance, and maintaining accurate records.
Additionally, officials can download essential forms and guides to facilitate the student packaging process, providing the necessary resources to efficiently support financial aid administration.
Institutions are required to complete the GARP Spreadsheet whenever funds previously disbursed through the SAINT Director System must be returned. Once completed, officials should submit the spreadsheet via the GARP website.
For detailed guidance on this process, refer to the GARP vs. Mid-Year Refund Process section of the GFAS Resource Center (Click link for access).
The GARP Spreadsheet can be accessed and downloaded from the Global Report Server. Officials should follow the workflow outlined in the GARP vs. Mid-Year Refunds Training Module for step-by-step instructions on completing the refund process efficiently.
To access and download the GARP Spreadsheet, follow these steps:
Click the GARP Spreadsheet button (located on the left) to navigate to the Global Report Server login page.
Log in using your SAINT Director credentials.
Once logged in, click the User Documentation button.
Select the Global Packaging option.
Navigate to the 10. Miscellaneous section.
Locate and download the GARP Upload Worksheet.
For additional guidance, refer to the GARP vs. Mid-Year Refunds Training Module in the GFAS Resource Center.
Once you have gone live with Global Financial Aid Services, if you have any inquiries regarding the process of drawing down or returning funds to G5 for award years packaged prior to the implementation of Global Financial Aid Services, please reach out to our Director of Title IV Accounting, Siobhan Arbogast, at sarbogast@globalfas.com.
Siobhan will provide guidance on the correct procedure and supply any necessary spreadsheets that must be completed. Additionally, she will inform you of the appropriate email address(es) to which the completed spreadsheets should be submitted.
If you are seeking training documentation on these processes, please refer to the Disbursements > Mid-Year Process section of the GFAS Resource Center.
There may be instances where you need to notify Global Financial Aid Services of profiling changes, including but not limited to program changes, term or payment period start/end date adjustments, phone or email updates, and any modifications to the student portal. For these changes, please email campusprofile@globalfas.com.
If you have any questions regarding which items should be escalated to our campus profiling email, feel free to contact your client service team for assistance.
Global is dedicated to supporting our customers and understands that collaboration is essential to our success. The most valuable resource a school has is its dedicated Client Services team. This team consists of highly experienced financial aid professionals who possess a deep understanding of both Global’s processes and your institution's specific needs.
To ensure the highest level of support, your Client Services team will develop a comprehensive understanding of how financial aid is processed at your institution. Weekly conference calls are held to discuss topics such as the status of file submissions, fund management, program changes, and more.
We encourage clients to reach out to their Client Services team whenever assistance is needed. Your Client Services team should always be your first point of contact for any issues that arise.
You may contact your Client Service Representatives between 8:00 AM and 6:00 PM CST, Monday through Friday, during normal business hours. For your Client Service Representative’s contact information, please refer to the Escalated Procedures document below.
For escalated issues only, assistance is available by phone (228.265.2348) or email (cseg@globalfas.com) on Saturday and Sunday, from 8:00 AM to 6:00 PM CST.
In the event of an unexpected closure of Global’s offices, Client Service Directors (CSDs) and Client Service Subject Matter Experts (CS SMEs) will still be available during normal business hours throughout the week.
Team One - Heather Murff (Client Services Director):
228.523.1073 - hborries@globalfas.com
Team Four - Brenda Walton (Client Services Director):
228.523.1076 - bwalton@globalfas.com
Team Three - Karen Sawyer (Client Services Director):
228.523.1033 - ksawyer@globalfas.com
There may be occasions when clients need to contact Global Financial Aid's IT Support line for technical assistance, such as issues with locked SAINT Director accounts or password resets. To reach Global's IT Support, please use the following phone number:
Main IT Support Phone: 228.523.1707
The IT Support team is available during normal business hours, Monday through Friday, 7:00 AM to 5:00 PM CST. Outside of these hours, calls will be forwarded to an on-call representative for assistance.
There may be occasions when you need to contact Global Financial Aid's Title IV Accounting Department. For any Title IV Accounting concerns or questions, please reach out to the Title IV Accounting Director, Siobhan Arbogast.
Title IV Accounting Director:
Siobhan Arbogast
Phone: 228.386.4447
Email: sarbogast@globalfas.com
For student files that need urgent processing due to the loan period expiring within 72 hours, institutions must email the request directly to urgentloan@globalfas.com. In the subject line of the email, be sure to include:
"Urgent Request: Loan Expiring on XX/XX/XXXX".
Instructions for completing the request can be found at the top of the form.
Situations That May Require Submission of an Urgent Request (72 Hours) Form:
Loan period expires within 3 calendar days
Student with a pending loan who is about to withdraw (Anticipated Last Date of Attendance)
Student with a pending loan who is about to graduate (Graduation Date)
The form is available on the Report Server under the following path:
User Documentation > Global Forms > Global Processing > Loan Expiring (72 Hours) Urgent Processing Request
For student files that require urgent processing requests, excluding those related to a loan period expiring within 72 hours, institutions must complete the Urgent Processing Request Form. Instructions for completing the form are provided at the top.
Situations That May Require Submission of an Urgent Request Form:
Loan period expires within 14 calendar days
Student with a pending loan who is about to withdraw (Anticipated Last Date of Attendance)
Student with a pending loan who is about to graduate (Graduation Date)
Student in financial crisis (must include an explanation)
Reassignment of Pell for a crossover payment period
Date of Determination (R2T4 calculations) exceeds 19 calendar days
Student is re-entering within 14 calendar days (R2T4 calculations)
The form is available on the Report Server under the following path:
User Documentation > Global Forms > Global Processing > Urgent Processing Request Form
Submitting a Completed Urgent Request Form
College officials should send completed Urgent Request Forms to their designated Client Service Representatives via email.
Important Security Measures:
If the form contains personal information, it must be password protected before sending.
The password should be sent in a separate email to the Client Service Team Member.
Alternative Submission Option:
Clients may upload the form to their SFTP site instead of password protecting the document.
If using the SFTP option, an email must be sent to the Client Service Team Member notifying them of the file name and location on the SFTP site.