Financial Aid Transfer

Once awards are funded and ready to be disbursed, you will transfer the awards to the Billing module. It is only from the Billing module that awards can be distributed to the student ledger. To transfer awards, first select the appropriate criteria for award selection. Next, click transfer to review a list of all awards selected to be transferred. This list can be printed. When you are satisfied with the list of awards, click Transfer, name the transfer batch, then click Transfer again. The batch of awards is transferred to the Billing module.

To Transfer Awards to Billing:

From the CAMS Enterprise Home page, click Financial Aid >Transfer. The Financial Aid Transfer Criteria tab displays the Award Selection form.
Click the appropriate transfer term. You must select at least one transfer term. You may select more than one term by holding down the Shift key while clicking each term. Only consecutive terms may be selected using this method.
If you wish to transfer awards for only one student, click the search icon next to the Single Student ID field, then select the student. To transfer awards for multiple students, leave this field blank. All awards matching the criteria entered for that particular term or terms will be displayed in the Selected Awards list.
Other recommended criteria by which awards can be selected include the following:

Award Type - Define the award being funded
Award Status - Choose awards that have been set for disbursement via the Check Release or manual update
Student(s) Accepted - Yes to include awards students accepted via the Student Portal

Additional criteria may be used to further narrow the list of awards to transfer.
Once all criteria is selected, click the Transfer tab, and then click the Transfer button. CAMS locates all awards that match the defined criteria and displays them in the Awards to Transfer list.

Note: In order to prevent data loss when transferring awards, any awards that meet the selected criteria and are deleted by any CAMS user during the transfer process will not be transferred to Billing. A list of any awards deleted by a CAMS user and not transferred will display after the transfer process is completed.

To easily verify awards to be transferred, you can Export the list as a .txt file to the Document Directory defined in your CAMS User Profile, or select a Report Format then click Print to display a Transfer Report.
Click Transfer. The Billing Batch Information Transfer Options form displays. Enter a Batch Description. If you want all awards to have the same Effective Transaction Date, then select the appropriate date from the drop-down calendar. Leave the Effective Transaction Date field blank to retain the effective dates on each individual award.
Click Transfer. CAMS transfers the batch to the billing module. A "Transfer Successful" message displays upon completion. Click OK on this pop-up message to view any awards in the Awards to Transfer list that may have been deleted before the transfer process completed.
Click Return to close the detail screen and return to the Criteria tab.
To view the batch, go to Billing >Batch. Double-click the batch to view individual awards.