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ISSS Classic: F/M Student Action > Financial Info > Update Follow

This article outlines the steps to create a new Financial Information Update and submit it via the SEVIS batch.

Step 1: Record Creation 

Student-initiated

You may allow students to initiate a Change of Financial Support (F/M) request online. To do so, you must first create a  Change of Financial Support record in Terra Dotta. This is useful if you want students to upload supporting financial documentation.  

NOTE: The student will not be making edits to the Financial Information questionnaire in the Academic Objective.  The request exists to collect documentation and provide the student with information.

After the Change of Financial Support record is created, you can add a button or link that can be placed on a Terra Dotta page, an external webpage, or you can send an email with a link that a student can click to be redirected to Terra Dotta where they can create a Change of Financial Support request.

After the student submits the record, the Admin must review the data and make the required edits to the Financial Information questionnaire in the current  Academic Objective.

Staff-initiated 

Admins may update/edits a student's Financial Support by going the Academic Objective and editing the Financial Information questionnaire.

Step 2: Find Change of Financial Support Record

  1. Navigate to Record > Search if your office has created a student-facing Change of Financial Support request to collect documentation.
  2. Enter the name of the student whose Change of Financial Support record you would like to review.  
  3. After you have reviewed Change of Financial Support record materials and you are ready to submit it to SEVIS, proceed to Step 3.

Step 3: Complete or Review SEVIS Data

QUESTION ITEMS

You may either:

Allow students to complete SEVIS Question Items for their Financial Information Update request via the Academic Objective record, OR 

Edit the questionnaire to remove it from the student view for the Financial Information Update request. By removing it from the student view, only Admins can complete the question items.  To complete this action:  

  1. Process > Questionnaires > Financial Information Update request > Click the edit pencil > Select 'Yes' to 'Is this an internal-use questionnaire?' > Update
  2. Select the checkbox to the left of the Application Cycle(s) you want the questionnaire to be deployed to > Select Apply.
  3. Depending on how your site is configured, Admins should review, edit or complete the required SEVIS Question Items in the record:
    • FINANCIAL INFORMATION Questionnaire:
      • A)  Academic Term - Select Academic Term length in months (0-12) from the dropdown list.
      • B) Expenses: Tuition - Numbers only; no commas.
      • C) Expenses: Living Expenses - Numbers only; no commas.
      • D) Expenses: Dependent- Numbers only; no commas.
      • E) Expenses: Other Amount - Numbers only; no commas.
      • F) Expenses: Other Amount Remarks - Text description of Other Amount (ex., Health Insurance)
      • G) Funding: Personal - Numbers only; no commas.
      • H) Funding: School - Numbers only; no commas.
      • I) Funding: School Remarks - Text description of "Funding: School" (ex., Scholarship)
      • J) Funding: Other - Numbers only; no commas.
      • K) Funding: Other Remarks - Text description of Funding: Other Remarks (ex., Family)
      • L) Funding: On-Campus Employment - Numbers only; no commas.

FinancialInformation(F-M)Questionnaire.png

Step 4: Create SEVIS Update Record

When all fields are complete, you will create a SEVIS Update Record. For instructions on how to do this, see SEVIS Admin: Creating a SEVIS Update Record.

You may also wish to see SEVIS Admin: Assigning a SEVIS Update to a Batch.