Herzing Birmingham Financial Aid

Financial Aid Steps

While our Financial Aid Advisors will guide you through the Financial Aid application, feel free to begin the process by completing the steps below.

Free Application for Federal Student Aid (FAFSA)
Go to:  www.fafsa.gov

1. Register for a PIN-Your PIN will be used as your electronic signature for applications completed on the web.  The PIN Site Link is located at the top of the page.
2. Complete the FAFSA (currently completing 2011-12)-You will need to have your PIN and corresponding federal taxes to complete the FAFSA on the web.  You will need to add two school codes to your FAFSA: 009621 Madison, WI and 010193 Birmingham, AL.

Entrance Counseling

To begin this session please choose“Next” and continue through the session:
Go to: https://studentloans.gov/myDirectLoan/index.action

1. Be sure to read all of the information carefully, as this is information you will be quizzed on.
   • Step One involves reading through some very important information regarding Stafford Loans and answering relevant questions. As you progress through the session, you will be required to enter your personal information as well as provide contact information about personal references. This session will be very helpful in providing you with information about your loans and is required in order to complete the financial aid process.
   • Quiz: You must answer 12 out of 15 questions correctly to pass. This may mean you will need to retake the quiz until 12 out of the 15 questions can be answered correctly.
   • Once you pass the quiz, click Proceed.
   • If you already have your PIN from the Federal PIN Website (the same PIN used to sign your FAFSA), please click on the “Log On with PIN” link. Enter your information and proceed through the steps.
   • If you do not already have your PIN, please see the instructions under the FAFSA section above. The PIN website is: www.pin.ed.gov
2. Read over the information in Step Two and click “Save and Acknowledge.”
3. To Select Herzing University Birmingham as your school, click on the “Add a School” button in Step Three.

If you type in Herzing, a number of locations will pull up. The correct OPE ID is 009621 and the associated city is Madison, WI. Please be sure to select the proper school, or it will not appear in our records that the Entrance Counseling has been completed.
Once the proper school is selected, click “Choose Selected School”. You may then click “Proceed”.

1. After you have completed the session, a confirmation page will appear in Step Four.
2. You must print this confirmation page for your records. Click on the “Show Form for Printing” button for a printable copy of your confirmation that the Entrance Counseling has been completed. You should save this file on your computer if you don’t have a printer. Just click on File, Save As and click “Save” after selecting the appropriate location on your computer.

Direct Loan Master Promissory Notes

After you have completed the Stafford Entrance Counseling session, you will need to complete the Master Promissory Note. The Master Promissory Note (MPN) is your agreement to pay back any student loans taken out on your behalf, should you decide to accept any as part of your Award Package.
Please go to: https://studentloans.gov/myDirectLoan/index.action to complete a Master Promissory Note.
For step-by-step instructions for completing your Master Promissory Note, click here.

Additional Documentation

You may be asked to submit supplemental documentation once your file has been submitted to our Financial Services Department. Your FAFSA may be “Selected for Verification” by the Federal Government, which is a normal part of the financial aid process. If you are selected, you will be asked by Financial Aid to supply additional documents to your Financial Aid Advisor, including a Verification Worksheet which will be emailed to you at that time. In order to complete the process in a timely manner, we highly recommend having the following documents ready for submission:

• 1040 Tax Form

A signed copy of your most recent and/or previous year federal tax filings (and your spouse’s if applicable). If you are unable to locate a copy of these documents, you can request free Tax Transcripts from the IRS. Please call the IRS Tax Transcript Request Line at 1-800-829-1040.

• W2’s

Your most recent and/or previous year W2’s (and your spouse’s if applicable).

Message from the Director of Financial Services

The decision to invest in your education also positions you to have access to better career opportunities. As you search for ways to fund your education, the Financial Services staff is here to assist you in understanding the process necessary to gain access to federal, state, and other financial assistance plans. It is our commitment that you understand the process, terms, and conditions of the various options in securing financial assistance. Remember we are here to make sure you understand the financial aid process on the way to achieving your educational dreams.

Please call or email me today for more information or to schedule an appointment.

Kentray Sims
Director of Financial Services
kentray.sims@bhm.herzing.edu
205-916-2800