Processing Federal Verification (Financial Aid)

Purpose: Use this document as a reference on how to process verification for students whose FAFSAs are selected for the federal verification process in ctcLink.

Audience:  Financial Aid Staff

Processing verification is currently a manual process.  Within this process, two key steps are involved:

Step 1) Update the Verification Checklist item from "Initiated" to "Complete".

Step 2) Update the View Packaging Status Summary page on three items:

  • Verification Flag
  • Verification Status
  • Review Status

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA Student Aid Info
  • ZZ FA Student Aid Info

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Processing Federal Verification (Financial Aid)

Completing the Verification Checklist

Navigation:  Financial Aid > View Financial Aid Status Summary Page

  1. The Financial Aid Status search page displays.
  2. Enter the Empl ID of the student selected for the federal verification process.
  3. Enter the Academic Institution - in this example, Tacoma Community College is used.
  4. Enter the Aid Year - in this example, the 2025 Aid Year is used.
  5. Select Search.
  1. The Financial Aid Status page displays.
  2. Scroll to the Checklist group box, and select the Verification Item Code for "Standard 20xx-20xx" -- the Checklist Management page opens in a new tab.  

Note that your college's Checklist Item Code will be different than what is displayed in the example.

An image of the Financial Aid Status page with the Item Code FTC029 annotated in a red box. The Status of Initiated is highlighted in yellow
  1. The Checklist Management page displays.
  2. At the Checklist Management 2 tab, in the Checklist Item Table, change the Status in the drop-down list from "Initiated" to "Completed" -- the Status Date will automatically update to the date on which you marked the status as complete.
  3. Select the Save button.
An image of the Checklist Management 2 page with red annotation boxes outlining the Status of Completed and the Status Date. The blue Save button is also annotated with a red box

Note that when you mark "Completed" on the Checklist Management 2 tab, the "Completed" status carries over to the status, and auto-completed the item on the Checklist Management 1 tab.  

Conversely, if you were to mark the status as "Completed" on only the Checklist Management 1 tab, you would also need to update the status to "Completed" on the Checklist Management 2 tab, because it will not auto-complete like it does if you work from Checklist Management 2 first.  

Tip:  Ensure you are working from the Checklist Management 2 tab when "Completing" checklist items.

Video Tutorial

The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Completing the Verification Checklist. This link will open in a new tab/window.

Updating the View Packaging Status Summary

Navigation:  Financial Aid > View Packaging Status Summary Page

You must complete the Updating the View Packaging Status Summary step, and all checklists must be marked "Completed" to move to the File Complete stage.  If the Updating the View Packaging Status Summary page step is not completed, the student will not be selected for the Mass Packaging process.

  1. The Packaging Status Summary search page displays.
  2. Enter the Empl ID.
  3. Enter the Academic Institution - in this example Tacoma Community College is used.
  4. Enter the Aid Year - in this example, the 2025 Aid Year is used.
  5. Select Search.
  6. The Packaging Status Summary page displays.
  7. At the Verification Flag row, move the drop-down option from "Required to Be Performed" to "ED Verification Complete".
  8. Next, at the Verification Status row, move the drop-down option to "Verified".
  9. If your file review is now completed, and you have determined this student is ready to be moved into Set Ready to Package status, you can move the Review Status from "Incomplete" to "Review Complete", whereupon this student will be selected in the Set Ready to Package, Population Selection process.
  10. Select the Save button.
An image of the Packaging Status Summary page with red annotation boxes outlining the Review Status, the Verification Flag, the Verification Status and the Save button
  1. End of procedure.

Video Tutorial

The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Updating the View Packaging Status Summary. This link will open in a new tab/window.

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