Electronic Pathway
The entire appeal process is managed via email communications and/or the tools provided in the financial aid platform.
Steps to Follow
- Create a Google Form (or similar online form) to collect appeal details from the family, their reasons for appeal and any supporting information.
- Parent Email Template – Send a message providing the steps, timeframe, and link to the appeal form.
- Request additional documentation to support their claim, such as recent pay stubs, tax returns, or medical bills, based on the information collected on the form.
- Review the folder thoroughly to assess the request and determine a recommendation.
- Email a formal decision (or mailed letter) outlining the final decision and the rationale behind it.
Call or Meeting Pathway
This pathway begins with a direct conversation, offering families a more personal way to discuss their appeal.
Steps to Follow
- Schedule a phone call or in-person meeting with the family to start the appeal process.
- During the meeting, set clear expectations about how financial aid is determined and explain the steps of the appeal process.
- Listen actively to the family’s reasons for appealing and the request additional documentation, like pay stubs, tax returns, or medical bills to support their claim.
- Review the folder thoroughly to assess the request and determine a recommendation.
- Follow up with a formal decision delivered via phone or email, outlining the final decision and the rationale behind it.
Don’t get lost! Let Mission Enrollment guide you.
Not sure where to start with creating an online appeal form? Need support for managing your financial aid process? Mission Enrollment is here to help. Our Folder Review Program includes assistance with appeal requests, ensuring a seamless process for your school and your families. From crafting a formal appeal framework to reviewing folders with precision and care, we’re ready to be your trusted partner.
Reach out today to explore how we can work together.
