Quality Assurance

  1. The University of Utah participates in a program  designated by the U.S. Department of Education to assure accuracy in the administration of federal financial aid named Quality Assurance (QA).   The long term goal is to simplify the application process, improve and expedite the financial aid delivery process and reduce the amount of documentation families must submit in order to receive financial aid.  Students who are randomly selected for the Federal Quality Assurance review must provide the requested documentation to receive federal funds.  The student signature on the FAFSA signifies agreement to provide proof of application information to the Financial Aid and Scholarships office.  This process is much like the regular verification process, however additional information is requested.  

    *If you have been also been selected for our regular Verification, the QA Verification will satisfy both requests, the reverse however does not hold true.  

    Please note, the Student Aid Report (SAR) that you received from the Department of Education may indicate that you have been selected for verification. However, only those applicants who receive a request directly from the University of Utah need to submit verification documents.

    Quality Assurance  Documents

    For 2013-14 Academic Year:

    • University of Utah Quality Assurance Form(s).
    • Federal tax Data
    • Update your tax information (and spouse if applicable) using the IRS Data Retrieval Tool(IRS DRT), if eligible.  If you are a dependent student, your parent(s) should also update information vie the IRS DRT.
      • If you (or spouse or parent) are not eligible for the IRS DRT, please submit a signed, legible copy of your 2012 Tax Return Transcript. (and your spouse’s or parent(s) if required).
    • If you (and/or your spouse or parent) will not file taxes, please submit a Non-Filer Statement form. 
    • Submit all verification documentation no later than November 2nd if only attending fall or April 2nd if attending spring. Documents submitted after these deadlines will be accepted, but processing time may not allow for disbursement of aid. 

    Students may submit documents at our office (or drop box outside the windows), fax, mail, or email attachment via UMail account. Please contact the Financial Aid and Scholarships Office with any questions.

  2. Receiving your Award Letter
    The University of Utah will automatically receive an electronic copy of your application information, as long as you listed our institution as one of your choices on your FAFSA. The application review process begins in March of the processing year. Once you are an admitted student, we will begin determining your eligibility for Federal and State aid programs.  If it is determined that additional information is needed you will be notified by email to your Umail account.  Once your file is complete, you will be notified of your eligibility to receive aid. Qualified applicants receive a Conditional Financial Aid Notification (Award Letter) with information about the amount and kinds of financial aid offered, as well as procedures for accepting the aid. You may also view the Award Letter through the Campus Information Services.  If you don't yet have access to UMail or CIS, please contact our office directly for information on your file.

  3. Completing your award
    Once awards are made, you will receive an email through your Umail account with instructions to complete your conditional award letter online. If you choose to complete a paper award letter, we ask you to print the award letter, complete the necessary information, and mail or fax it to the Office of Financial Aid.
    • To sign up for direct deposit, the student must complete the “Direct Deposit Authorization” form thru Campus Information Services (CIS). The student will need the bank account and routing number to complete this form.
    • Direct deposits can take 48 to 72 hours for the funds to become available
  4. Send any required Missing Information
    Award notifications are sent early in the processing cycle, to allow the student to budget for the academic year. However, as processing continues, the award may be subject to change. You will be informed of any award changes which may occur, as well as the reason for those changes by postcard and/ or Umail.

  5. Complete Entrance Counseling
    You must complete entrance counseling before your school can make the first disbursement of your loan. 

  6. Complete Master Promissory Notes (MPN), if necessary
    The MPN is a legally binding agreement between you and us and contains the terms and conditions of your loans.
  7. Make sure your tuition is paid before the deadline.
    Students are required to pay any outstanding balance on tuition and fees by the deadline set by the Income Accounting Office. Learn more about Financial Aid disbursement of funds.

Exit Counseling

If you have received a loan during your college career, you are required to complete loan exit counseling before you withdraw, graduate, or drop below half-time attendance (regardless if you plan to transfer to another school). The counseling session helps guide you in managing your student loans after college.