FAFSA Simplification - Two-Way Messaging Templates

Modified on Wed, 4 Sep at 2:45 PM

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FAFSA Simplification - Two-Way Messaging Templates


Ocelot has developed two-way messaging templates to help institutions engage and inform students about the upcoming FAFSA Simplification changes. Below is an inclusive list of the available templates and information on where to find them within the admin system.


  1. To access the FAFSA Simplification templates, select the plus icon in the top right-hand corner and select Create Campaign. 
  2. Select the select and continue button under the Ocelot Campaign Templates option.
  3. Select Financial Aid.
  4. Search the template, by typing the title of the template from the list below. 


Template TitleTemplate PurposeTemplate Audience

FAFSA Simplification

Notify students of upcoming changesCurrent students

FAFSA Release Date Change

Notify students the 2024-2025 FAFSA will become available in December 2023

Prospective students
Current students

FSA ID Requirements

Information on creating an FSA IDProspective students
New students
Current students

Tax Forms for FAFSA

Income information will be transferred directly from the IRS on the 2024-2025 FAFSAProspective students
New students
Current students

FAFSA Workshop (Current Students)

Offer help for current students to complete their FAFSACurrent students

FAFSA Workshop (New Admits)

Offer help for new students to complete their FAFSA
New admits

FAFSA Workshop Reminder

Reminder of upcoming workshop to complete FAFSARegistrants for FAFSA Workshop

October 1

Reminder 2024-2025 FAFSA will be available in DecemberCurrent students

SAI vs EFC

Notify students that they will be assigned an SAI instead of an EFCCurrent students

What is SAI?

Inform students about the SAIFAFSA applicants

Provisional Independent Status for 24/25

Encourage student with a Provisional Independent Status to contact the financial aid officeFAFSA applicants with Provisional Independent Status

Dependent student filing as a provisional independent

Encourage current students who may qualify for Provisional Independent Status to contact the financial aid officeCurrent students who filed as dependent last year and skipped parental information this year

Dependency Override for 23/24

Contact students who may qualify for a dependency overrideDependent FAFSA applicants who filed without parental info

Dependency Override Renewal

Contact students who may qualify for a dependency override renewalCurrent students w/ previous dependency override decision

Homeless Youth Documentation Required

Request documentation from students who indicated unaccompanied homeless youth Student with 1st homeless determination for 2024-2025

Homeless Youth Renewal

Notify students who may qualify for a homeless youth renewal
Current students w/previous homeless youth determination

Number in College

Notify students who have currently enrolled siblings that they may have a change in their financial aid eligibilityCurrent Students w/enrolled sibling(s)

Housing Status

Notify students to submit their housing plansNew students
Current students

Change in Financial Aid Eligibility

Notify students of a significant change in their financial aid eligibilityCurrent students

Professional Judgment

Let students know they may qualify for a professional judgment if their income has changedNew students
Current students

Additional Aid Options

Inform students with a negative SAI they may be eligible for additional funding optionsStudents with negative SAI

Pell Grant Reduced-Additional Aid Options

Encourage students whose Pell significantly changed from the year before to contact the financial aid officeStudents w/reduced Pell for 24-25

No More Pell-Additional Aid Options

Encourage students who are no longer eligible for the Pell Grant from the year before to contact the financial aid officeStudents who lost Pell for 24-25

Potential Change in Pell Eligibility

Reach out to students to let them know that their Pell Grant may be different based on the enrollmentCurrent part time-students eligible for Pell

Summer Pell Changes

Notify Pell-eligible students they no longer need to be enrolled half-time in the summer to receive Pell Current students w/Pell

FWS Application Available

Reach out to students to complete the work-study applicationNew students
Current students

FWS Application Deadline Reminder

Reach out to students to complete the work-study application reminder
New students
Current students


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