TAP Training Modules

HESC’s TAP Training Modules help new financial aid professionals and those who need a refresher course understand all aspects of TAP Processing.

The eight training modules cover the TAP application process, eligibility requirements for a TAP award, award determination, good academic standing requirements, G&S Transaction Processing, Student Record Maintenance, using the DocTrac process for submitting additional information on behalf of a student, the Aid for Part-time Student program (APTS), and TAP certification.

Each module consists of a taped PowerPoint presentation that can be viewed at your own leisure and a PowerPoint presentation that can be printed for reference.


Module #1 – TAP Application Process

The application process is detailed from a student’s perspective, starting with the FAFSA to completing the TAP on the Web application. The ISIR selection process is also discussed. TAP Application Process Powerpoint

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Module #2 – Eligibility Requirements

Many factors are taken into consideration when determining eligibility for a TAP award. Each of these eligibility criteria is explained in detail. Eligibility Requirements Powerpoint. Eligibility Requirements Powerpoint

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Module #3 – Student Record Maintenance & Doc Trac

How to use Student Record Maintenance (SRM) and DocTrac, the the types of information you can electronically send to HESC, and what information can be either faxed or e-mailed to HESC on behalf of a student is covered. Student Record Maintenance & Doc Trac Powerpoint

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Module #4 – TAP Award Determinations

Each component used in calculating the TAP award, including tuition, school type, award schedule and academic year, is explained. TAP Award Determinations Powerpoint

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Module # 5 – Good Academic Standing

Specific Good Academic Standing requirements for each student – dependent on the year the student received their first TAP award and if the student is a remedial student – is detailed. Good Academic Standing Powerpoint

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Module #6 – G&S Transaction Processing

G&S Transaction Processing, including how to view an individual student’s record, submit application changes, obtain certifications and how to request a duplicate forms, is demonstrated. G&S Transaction Processing Powerpoint

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Module #7 – Aid for Part-time Study (APTS)

The requirements and procedures for administering the NYS Aid for Part-time Student program (APTS), including institution application, student application and student eligibility, are explained. Aid for Part-time Study Powerpoint

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Module #8 – TAP Certification

Information about HESC’s TAP Certification process, including the college’s requirements and responsibilities, certification codes, TAP eligibility requirements for students, and waivers are presented. TAP Certification Powerpoint

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