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

youtube Watch Module #1 Video



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

youtube Watch Module #2 Video



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

youtube Watch Module #3 Video



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

youtube Watch Module #4 Video



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

youtube Watch Module #5 Video



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

youtube Watch Module #6 Video



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

youtube Watch Module #8 Video


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