Skip to main content
EEliProfessional JudgmentOther workflows

Professional judgment

Ask for the information that fits the family's situation.

A short intake for families. A clear summary, records, and next decision for staff.

3 of 3 cases need attention

Choose a case and continue from its current handoff.

Ready for review

Sandra Boyd

Parent income fell after a job loss

Current case

Sample case status

Needs review
Issue

The family's current income is substantially lower than the FAFSA tax-year income.

Next action

Review the documented income change and choose the adjustment method.

Owner
Staff
Due
Next in queue
Amount
No dollar change
Impact
2 of 4 steps complete
FAFSA income
$72,400
Current estimate
$38,100
Job ended
March 14
Documents
Complete

Case progress

2 / 4
  1. Completed step ✓

    Income-loss request received

    Sandra reported a parent's March 14 job loss and supplied the family statement.

  2. Completed step ✓

    Evidence and estimate reconciled

    Eli confirmed the separation record and tied the $38,100 estimate to current income sources.

  3. Current step 3

    Record the income adjustment

    Review the documented income change and choose the adjustment method.

  4. Upcoming step 4

    Submit and reconcile the correction

    Submit the authorized income figures, verify the accepted ISIR and revised aid, and send the resulting notice.

Evidence and calculation
  • • Family statement received
  • • Job separation confirmed
  • • Current income estimate documented

The workflow

Source record to finished work

  1. 1Ask what changed
  2. 2Collect only the relevant records
  3. 3Prepare the request for an authorized reviewer

Test it against your process

Walk through one recent income-loss request and one unusual-circumstances request.

Talk about a test
Sample data only. Staff authorize decisions and system changes. An institution can choose to close exact no-change matches automatically.