GetAnswers Communication Toolkit

Ocelot can help you reach students with clear, concise messages. Use these email templates to communicate with your students about important information. 

Each topic includes three suggested email titles and a body of text. The templates are designed to be copied and pasted into your system’s mail client after you’ve tailored the text to your needs. 

• Orange text should be reviewed and customized for your school and your students. 
• Blue text indicates suggested links to encourage students to dig deeper or connect with resources and may need to be modified with your GetAnswers portal URL. 

The templates include relevant video content to reinforce your message. Choose the video(s) most suited to your needs, or use Ocelot Admin to add any videos or playlists you’d like. 

For a tutorial on how to add videos, review these procedures and/or watch this short video: 

Ocelot is your partner in student communications. If you have needs that go beyond these topics, reach out to your Client Success Manager for more great messaging ideas.

• Federal Student Loans / EFT / ACH
• Verification
• 1098-T and Tax Information
• Withdrawal
• Master Promissory Note
• FAFSA - First Time Studentsfor incoming students with no previous FAFSA on file
• FAFSA - Renewal Filers
• Upcoming Deadline - Scholarship Application
• Financial Aid Refunds and BankMobile

Federal Student Loans / EFT / ACH

SUBJECT LINE IDEAS

Your Direct Loan paid toward your bill - now what? 

Your student loan money is here! Do you know what’s next?

Student, your loan has been disbursed, but that’s not the end of the story!

EMAIL TEXT 

Congratulations! Your Direct Loan has been applied to your school bill. 

View your bill now in the system to see the following credit(s): 

<Loan Type 1 (i.e., Subsidized, Unsubsidized, Grad PLUS, etc.)> in the amount of <$xxx.xx>

<Loan Type 2 (i.e., Subsidized, Unsubsidized, Grad PLUS, etc.)> in the amount of <$xxx.xx>

Here is a quick video to learn more about your interest rate: 

Learn more about Subsidized and Unsubsidized loans: 

School wants to ensure you know your rights under the Federal Direct Student Loan program. Here are the important points: 

• You have the right to cancel some or all of the loan. To do that, loan cancellation process instructions (or) link to the financial aid webpage.
• If you’d like your financial aid to pay for charges other than tuition, required fees, and housing if applicable on your bill, you can learn more and authorize that here. 
• If money is left over once your bill is paid, we need your permission to release it to your bank account. It’s easy to do here. 

If you change your schedule or add new charges to your student account, your bill could change. Keep up with your student account on system and open all emails from us. 

We’re here to help! Hours, location, and preferred methods of contact. 

Verification

SUBJECT LINE IDEAS
Name, you’re selected for financial aid verification

Complete financial aid verification and get your money! 

Do you know how to finish financial aid verification?

EMAIL TEXT

The school financial aid office needs your help to complete your file and award you money. View your system, place to see the documents we need and how to complete them. Once you turn in the required docs, we’ll work on finalizing your financial aid. 

Here’s a quick overview of financial aid verification:

This video covers some verification basics:

Watch for emails from our office and complete any new requests as quickly as possible. 

We are here to help! If you have questions, find us at link to your school website and location and hours. 

1098-T and Tax Information

SUBJECT LINE IDEAS

What’s the 1098T form? Here’s what you need to know!

Understand your 1098T tax form

Name, do you know what the 1098T is? 

EMAIL TEXT

School wants to be sure you have the information you need to reap the tax benefits of being a student. We’ll send you a 1098T form in January that details tuition, required fees, and other qualifying expenses you’ve been charged for at school. It might help you owe less in taxes, or get a bigger refund. 

Filing taxes can be complex, so we recommend you learn how being a student may impact your tax responsibility. The IRS has tax help and information for students here. School has more info about the form and how to use it here. 

Here’s a 2-minute overview of the 1098T:

We want to help if you have questions!

 
Get in touch with us at link to the financial aid website and location and hours.

Withdrawal

SUBJECT LINE IDEAS

You dropped a class - what’s next?

Did you know that dropping classes can impact your financial aid?

Name, dropping a class can change your financial aid

EMAIL TEXT

Looks like you just made some changes to your school term schedule. Dropping classes can change your financial aid, and we want you to have all the info you need.

Financial aid is estimated and offered to students based on full-time enrollment. If you’ll be enrolled in fewer than # hours or units this term, check in with the financial aid office to discuss adjustments to your aid.  

Watch this video to learn how enrollment and aid are related: 

Here’s how enrollment impacts student loans:

There’s a lot more information if you need it! Head over to our financial aid page on enrollment requirements to learn how your financial aid is tied to enrollment.

We’re here to help you be successful! Find us at location, time, and place. 

Master Promissory Note

SUBJECT LINE IDEAS

Finish up your student loan today

School bills are due on date. Finish your loan and get your money! 

Get your loan money on time! Do the Master Promissory Note ASAP

EMAIL TEXT

You’re almost there - the Master Promissory Note is required to get your Federal Direct Student Loan money. It’s an online process that takes a few minutes. Once it’s complete, you’re on your way to financial aid disbursement! 

Learn about the Master Promissory Note: 

Here’s a video walk-through of the MPN:

If you have questions, we’re here to help! Find us at location, time, and preferred method of contact. 

FAFSA - First Time Students
for incoming students with no previous FAFSA on file

SUBJECT LINE IDEAS

Get financial aid! The FAFSA is ready for you

Student, need help paying for college? 

Don’t miss out on financial aid! Do the FAFSA in October!  

EMAIL TEXT 

If you’d like help paying for college, FAFSA is the first step! The FAFSA is a free online application for aid from the federal government. It opened October 1st and the sooner you can get it done, the better. You’ll answer questions about personal info and financial stats to help school determine what aid you qualify for. 

An earlier start is always better because some types of aid run out. School has a priority deadline of date if applicable. 

What is the FAFSA?

Watch this FAFSA Getting Started video:

If you have questions about the FAFSA or want to know more about the types of aid available, our website has lots of good info for you.   We’re here to help! Find us at location, time, and preferred method of contact.
 

FAFSA - Renewal Filers

for students with last years’ FAFSA on file

SUBJECT LINE IDEAS

FAFSA opened October 1st - don’t miss out! 

Student, the FAFSA is easier after the first year

Don’t miss out on next year’s financial aid - do the FAFSA in October!  

EMAIL TEXT 

You’re already a pro at this financial aid thing, so we don’t need to tell you: FAFSA is the first step! The FAFSA opened October 1st and the sooner you can get it done, the better. 

School uses your FAFSA information to award you new financial aid each year. An earlier start is always better, because some types of aid run out. Because you created an FSA ID and put in all your personal info last year, it will be much quicker to complete.

If you’d like to watch a FAFSA Getting Started, you’re in the right place: 

Check out this quick video on when to do the FAFSA:

If you have questions about the FAFSA or want to know more about the types of aid available, our website has lots of good info for you. We’re here to help! Find us at location, time, and preferred method of contact.

Upcoming Deadline - Scholarship Application

SUBJECT LINE IDEAS
Don’t miss out! Scholarship deadline next week!

Interested in scholarships? School deadline is date! 

Scholarship hunting? Here’s some good info

EMAIL TEXT

More than number school students are awarded scholarships every year. Are you going to be one of them?

The school scholarship application deadline is day and date. If you haven’t started yet, don’t worry, there is still time. Start at website and directions, but don’t wait - it will close date. 

Here are some tips to get you started on a great application: 

If you need some help with your essay, check out this video:

School is here to help! If you’re overwhelmed by the application process, talk to a scholarship counselor about the best way to search and apply! Find us at location, time, and preferred method of contact.

Financial Aid Refunds and BankMobile

SUBJECT LINE IDEAS
Financial aid refunds are on the way! Are you ready?

Will you be getting a financial aid refund?

Is your BankMobile set up to get your financial aid refund? 

EMAIL TEXT

Don’t miss out on your term financial aid refund! Term bills are due to school on date, and if there’s money left once your bill is paid, you’ll get a financial aid refund. 

Financial aid refunds are typically delivered through BankMobile. Be sure your information is up to date so you get your refund right away. 

Check out this video for the inside scoop on BankMobile:

If you’re not sure how you’ll pay your balance, talk with the financial aid office about your financial aid application. School also offers a payment plan, which you can learn more about here. 

The school financial aid office is here to help! If you have questions, you can find us at location, time, and preferred method of contact.