How to Access the SAINT Student & SAINT Admin Submissions Guide:

1. Click the Report Server button (left).

2. Log in using your SAINT Director credentials.

3. Once logged in, select the User Documentation button.

4. Click on Submission Guide.

5. Select Chapter 3 – SAINT Student & SAINT Student Admin (PDF).

6. Download a copy for quick reference.

Click the button to be directed to the Report Server Login page and follow the steps above to access your guide today.

The process begins when the institution sends the student an engagement email prompting them to register online through the Student Portal. Upon registration, the student will sign in and, if not already completed, submit their FAFSA.

Next, the student must fulfill any outstanding requirements. Once all requirements are met, they will submit their financial aid package for the Compliance Review Process.

Global will review and process the student's package in a timely manner to ensure compliance with all regulations. Upon completion of the review, the SAINT Director system will generate an email notification to inform the student of their package status.

The institution is responsible for monitoring the student's progress throughout the packaging process and must update their Student Information System (SIS) accordingly, either electronically or manually.

Introduction to the SAINT Student Portal

Why This Training Module Matters

College officials play a pivotal role in ensuring students successfully navigate the financial aid process. This training provides the essential knowledge needed to guide students effectively, improving compliance and accelerating aid disbursement.

Key Learning Objectives:

✔️ Master the Student Submission Process—learn how to assist students from registration to compliance review.
✔️ Enhance Student Engagement—discover best practices for sending Engagement Emails and facilitating account setup.
✔️ Ensure Compliance & Accuracy—gain insights into fund-specific and ISIR-specific document requirements.
✔️ Improve Student Success—help students confidently submit their Estimated Financial Aid Notification for review.

Unlock the Full Potential of Your Financial Aid Process

Although college officials do not have direct access to the SAINT Student Portal, understanding its workflow ensures seamless student support, reducing errors and expediting financial aid approval.

Invest in efficiency, compliance, and student success—begin the SAINT Student Portal Training Module today!

Username and Password Recovery Process

If a student forgets their username or password, they can easily retrieve their credentials through the Student Portal. Follow the steps below for assistance:

Forgot Password Process:

1. Enter Email Address
   Enter the email address associated with the student account.

2. Complete CAPTCHA
   Check the "I am not a robot" box to verify you are a human.

3. Submit the Request
   Click the "Submit" button to send your password recovery request.

Forgot Username Process:

The same steps can be followed to request a forgotten username. Click the "Forgot Username" button, then follow the process:

1. Enter Email Address

2. Complete CAPTCHA

3. Submit the Request
   
   

Additional Notes:

• If both your username and password are forgotten, a separate request must be made for each. You will either receive an email with your username or instructions to reset your password based on your request.

Visual Illustration:

For a visual of the Forgot Password process, click the Forgot Password GIF (Right--->).

In the first milestone, "Apply for Financial Aid," students will be guided through the necessary steps to provide required documents and receive a tentative budget along with potential financial aid awards.

Step-by-Step Process:

1. Complete the Free Application for Federal Student Aid (FAFSA).

2. Review & Adjust Awards – Students can adjust their potential awards and submit any required documents.

3. Submit Electronic File – Once all required documents are completed, students must submit their electronic file for review.

4. Compliance Review & Additional Documentation – Before any financial aid funds are awarded, students will receive a review summary and may be required to submit additional documentation if requested.

Understanding the Estimated Financial Plan

The Estimated Financial Plan provides a detailed breakdown of each term/payment period the student will be attending. 

The Year in School question impacts the maximum loan amount a student may be eligible to request (e.g., selecting "2nd Year, Sophomore" corresponds to Grade Level 2 loan limits). If the student makes adjustments to their Grade Level, then the student will be required to click the Recalculate button. 

Similarly, the Housing Status selection affects the total estimated cost displayed per term or payment period. 

📌 Term/Payment Period Details

• Each term/payment period is listed along with the number of classes (Hours) the student will be enrolled in for Standard or Non-Standard Programs.

• Credit Non-Term and Clock Hour Programs will NOT display Hours.

📌 Total Costs Per Term/Payment   Period

• The Total Costs associated with each term/payment period are clearly outlined.

📌 Possible Funding Sources

• Below the Total Costs, the student's potential financial aid is listed per term, which may include:
  ✅ Pell Grants
  ✅ Subsidized and Unsubsidized Loans
  ✅ Cash Payments
  ✅ Scholarships
  ✅ Other funding sources (if applicable)

• The Total Funding for each term is calculated by summing these funds.

Once the user has completed all required documents and provided any requested supporting documentation, the Submit button will become enabled. Clicking this button will allow the user to proceed to the final milestone, ‘Package Status’.

At this stage, the user will have the opportunity to review the entire file, ensuring all documentation is correct and complete before submission for final review. The submission of the package marks the completion of the process, allowing it to move forward in the system for further processing.

Milestone 4: Packing Status

Post-Submission Process

After the student has successfully submitted their file, they will be directed to the next milestone screen. This screen will inform the student that their file is in the review queue and that they will be notified if any additional or corrected information is required.

To log out of the system, the student should click Next. They will then be returned to the SAINT Student Login screen or the client’s designated site, depending on the setup configuration.

Handling File Rejection and Resubmission

Following the Compliance Review Process, if additional action is required, the student will be notified to return to the SAINT Student site. On the site, they can view the conflict and/or missing document and take the necessary steps to resolve the issue. The student will then need to resubmit the file for a second review.

By clicking the “Your file has been rejected…” link, a window will open displaying the rejection details and instructions for resolution.

After reviewing the rejection comments, the student can close the comment window and click the “Return to Complete Required Documents” link to return to the previous milestone. They should then follow the necessary steps to resolve the issue before resubmitting their file. The rejected document will appear as incomplete (without a checkmark), signaling that action is required.

Confirmed File and Award Letter

Once the student's file is confirmed, they may return to the site to view and print their confirmed award letter.

The student has the option to print the confirmed award letter. Since no further actions are required, the student should click Finish to log out of the system.

The parent will enter their username and password, then click Login, which will direct them to the Two-Factor Authentication screen.

On this screen, the parent will select their preferred Two-Factor Authentication method—either Email or SMS/Text message—and click Submit.

The parent will then enter the authentication code received and click Submit to proceed.

The parent will select the student account they wish to access. If the parent has multiple children at the same institution, they will be able to select any of the children who have provided their information in the Parent Account Required section on the SAINT Student Portal.

The parent will click Verify & Login next to the selected student to proceed to the Verify Student Information page.

On this page, the parent will enter the following information:

• The student’s SSN (without dashes),

• The student’s date of birth (in the format mm/dd/yyyy),

• The 4-digit PIN code received in the initial login email for that student.

The parent will then click Verify Student Information to continue.

The Parent Account screen is a single page where the parent will provide their demographic information and complete their portion of any required documents for the student’s package.

The parent providing this information should be the one applying for a Parent PLUS Loan, if necessary, to cover the student’s educational costs.

Once the parent has completed the General Information section, they will click Save Changes to proceed.

After completing the General Information fields, the parent will review their required documents. These documents are triggered by the receipt of the student’s ISIR when the student’s ISIR has been selected for verification by the Central Processing System (CPS). Similar to the student account, the parent will click the link under the Document Name column to access each incomplete required document, indicated by a series of dots in the Status column.

Once all documents and general information have been completed, the parent will click Logout to exit the SAINT Student Portal.

Family Size - Parent Document
The Family Size - Parent document must be completed by the parent, but it also requires attestation by the student. After the parent provides their family size information, the document will remain incomplete until the student attests to it. If all other documents have been completed and the parent has entered the family size information, they should use the Logout button to exit the SAINT Student Portal. The document can then be accessed by the student in their Documents list.