Welcome Form 90 Processing

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Welcome Form 90 Processing Routing
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• Thank You
• for all of your hard work throughout the year
• on behalf of our fellowship recipients!

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Form 90 Team

• Jonell Byrd (Financial Aid)
• Nicole Cavanaugh (SPS)
• Ted Daniels (The Graduate School)
• Dani Garamvolgyi (SPS)
• Cyndi Lynch (The Graduate School)
• Christal Musser (The Graduate School)
• Ashlee Robertson (The Graduate School)
• Glenda Smith (Bursar)

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Form 90 First Contacts

• Email to fellowships_at_purdue.edu
• Graduate School Fellowships
• Christal Musser (42598)
• Ted Daniels (47056)
• Other Fellowships
• Christal Musser (42598)
• Nicole Cavanaugh (41071)

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Form 90 Training Objectives

• Update on new processes
• Changes to the Form 90
• Focus Areas

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Reference Material

• Graduate School Fellowship Resource Webpage
• http//www.gradschool.purdue.edu/faculty/fellowsh
  ipresources/
• Fellowship Manual
• Form 90 (PDF)
• Graduate School Fellowship/Assistantship Quick
  Facts
• Fellowship Offer Letter Template
• Graduate Tuition and Fee Assignment Procedures
• Administration of Tuition and Fee Scholarships
  and use of COPA

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DUE DATE for GS Form 90

• June 2, 2006
• 430 p.m.
• at the
• Graduate School Fellowship Office
• New Form 90 web address
• http//www.gradschool.purdue.edu/downloads/GS_Form
  90.pdf
• (Forms approved by the due date are guaranteed
  to be submitted to the Bursar before fees are
  billed to students.)

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Changes to the Process

• Account Set-up (SPS function) for Graduate School
  fellowships will be handled by Ted.
• A Form 90 will need to be completed for each
  fellowship every year, even if it is on hold.
• The Technology Fee is not automatically covered
  by the Graduate School (See Green Sheet)

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Changes to the Process, cont.

• Section C has been revised to allow for charging
  fees based on the semester, per your feedback.
• The new RR Fee is now reflected on the Form 90.

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Changes to the Process, cont.

• There will be a new account number each year for
  multiple year fellowships.
• Preparer Who should be contacted with questions?

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Form 90 Sections A B

• Use the PUID
• Department/Program name and number of the Student
• Indicate Fellowship or Assistantship
• Implication of fellowship vs. assistantship
  (Financial Aid)

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Form 90 Section C

• Identify payment of tuition
• If requesting a hold, provide an explanation in
  the special instructions section
• Graduate Tuition Scholarship eligibility
  2/13/04 memo
• Federal Fellowship
• Graduate School Fellowships
• Institutional Level Commitments

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Form 90 Section C

• Changed to allow ability to charge fees by the
  semester, at business personnel request
• Bursar can charge a fee directly to any account
  except for 010 funds
• Refer to the GS Quick Facts (Green Sheet) for
  fees

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Form 90 Section C

• Resources
• Graduate School Fellowship/Assistantship Quick
  Facts sheet
• Graduate Tuition Scholarship Chapter of
  Fellowship Manual

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Form 90 Box D

• Stipend Supplement
• Insurance Use 923.00 as the new rate
• Stipend Calculations
• Manually enter total sponsor stipend
• Supplement line is populated from D 1
• Fringe benefits line calculates on its own if it
  is marked as an assistantship on D2
• Insurance populates from D 2

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Form 90 Box D, continued
Form 90 Box D, continued

• Total annual stipends automatically calculate
• Manually enter total months paid
• Click on Calculate Total Monthly Stipend to
  finish Box D
• Partial Years

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Form 90 Section E

• Account set-up information
• Enter Sponsor, Fellowship Start and End Date
  (project period), and PI name.
• If not new fellowship, check NO but indicate
  existing account number
• If new, check YES
• Total SPS award automatically populates from Box
  D
• Special Instructions

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Form 90 Section F

• Approvals indicated by appropriate signatures
• Always route Form 90 to the Graduate School

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Payroll Form 10-F

• Supplements are listed as a separate line on the
  10-F
• No rounding is necessary for the monthly rate
  or the total appointment amount

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Example 1 External Fellowship

• National Science Foundation Graduate Research
  Fellowship
• Year 2 of 3
• Annual Stipend 30,000
• COPA 10,500
• Determine Award type
• In this case it would be provided Graduate
  Tuition Scholarships

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Example 2 GS Recruitment Fellowship with an
Additional Assistantship

• Frederick N. Andrews Fellowship with an
  additional assistantship in the fall only
• Year 1 of 2
• Annual Salary provided by Graduate School 14,340
• School supplement 4000
• On hold for the summer while student is on an
  internship
• Each semesters tuition and fees are able to be
  addressed separately

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Example 3 GS Endowed Fellowship

• Charles C. Chappelle Fellowship
• Year 1 of 1
• Annual Stipend provided by Graduate School
  18,000
• Supplement 5,745
• Insurance 923
• Tuition and Fees are covered by the fellowship

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Example 4 Institutional Commitment

• IIE/Fulbright
• Year 1 of 2
• Annual Stipend Paid directly to student by
  sponsor
• Insurance Paid for by sponsor
• Tuition and fees paid by sponsor (third party
  billing)
• Technology Fee not assessed

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• Comments from the Departments