This article outlines the steps to create and submit a SEVIS update for Financial Info: Update of an Exchange Visitor SEVIS record through the SEVIS batch.

The Financial Info: Update may use either the Financial Information (J) questionnaire in the Academic Objective (J) record to submit the SEVIS-required data to SEVIS or a standalone new associated record called Change of Financial Support (J). You will select the originating record when you create the SEVIS Update record. In either case, this information may be updated by the Exchange Visitor (EV) if your site is configured to permit these actions, or you may update it manually.

You must select either the Academic Objective (J) or the Change of Financial Support (J) record to associate with the batch update record.

There will be no status change to the Academic Objective from the SEVIS batch download if you select the Academic Objective. The Academic Objective will continue to display as SEVIS-Active. An A/RO can easily verify that the Financial Info: Update has been successfully SEVIS-processed by reviewing the completed batch updates in the SEVIS Profile. If you have submitted the batch update with the Change of Financial Support (J) as the underlying record, then the record will change from Pending to SEVIS-Processed.

Step 1: Edit Academic Objective (J) Record - Financial Information Questionnaire or Change of Financial Support (J) Questionnaire

Exchange Visitor-Initiated

An Exchange Visitor (EV) may initiate the Financial Info: Update request. In order for them to do so, offices will need to create an EV-facing link for the Terra Dotta page, an external webpage or even an email that the EV can click to access a request, such as an Academic Objective or a Change of Financial Support (J) record.  

Staff-Initiated

Edit the questionnaire to remove it from EV view for the Financial Info: Update request. By removing it from EV view, only Admins can complete the Question Items. To complete this action:

1. Process > Questionnaires > Financial Information (J)  > Click the edit pencil > Select Yes to > Is this an internal-use questionnaire? > Update
2. ​​​​Select the check box to the left of the Application Cycle(s) you want the questionnaire to be deployed to > Select Apply
3. Go to Records > Search, locating the Academic Objective (J) of the EV, and clicking on it. Next, navigate to Questionnaires > Financial Information (J) > Edit Pencil to edit the information, then click Submit.   

Repeat these steps if needed for the Change of Financial Support (J) questionnaire.

Step 2: Find Existing Academic Objective Record or Change of Financial Support (J) Record 

1. Go to Record > Search 
2. Enter the name of the EV whose Academic Objective Financial Information questionnaire or Change of Financial Support (J) questionnaire you would like to edit to send the Financial Info: Update to SEVIS.

Step 3: Review and Complete SEVIS-Required Data

Admins must review and complete the SEVIS-required data prior to sending the Financial Info: Update to SEVIS. The questionnaires are identical regardless if they are connected to the Academic Objective or exist as a standalone Change of Financial Support (J) record. This is because SEVIS-required information remains the same.

Step 4: Create a SEVIS Update Record

After you have reviewed the new financial information, you will create a SEVIS Update Record for Financial Info: Update and will select the  Academic Objective (J) or  Change of Financial Support (J) as the associated record.

For further instructions, see the SEVIS Admin: Creating a SEVIS Update Record Knowledgebase article.