Accessing Financial Aid in Workday

STEP 1: After logging into Workday from uaptc.edu/myapps, click Menu from the top left corner.

STEP 2: Select Financials Hub. The Financials Overview screen displays.

STEP 3: From the left menu, click View Financial Aid.

Mobile Users: Select the Financials Overview drop down menu.

STEP 4: Click the blank field for Award Year, then click the year you wish to view. When finished, click OK.

STEP 5: At the top of the View Financial Aid screen note your Estimated Financial Aid for the year. This section breaks down dollar amounts for each type of Financial Aid and displays your Total Estimated and Out of Pocket costs for the year.

STEP 6: After reviewing your estimated Financial Aid, scroll down the page to the Financial Aid Overview tab. Review your Award Year Summary. This section shows how much Financial Aid you were offered and how much you accepted.

STEP 7: Click Accept/Decline Awards.

Note: If an official award letter is needed, click Print Award Letter, and follow the instructions provided to save and/or print your own official Financial Aid award letter.

STEP 8: Review the Awards Breakdown table. For each award type, click Accept or Decline from the drop-down menu under Decision. Continue accepting and/or declining awards until there are no longer any blank ‘Decision’ fields.

When complete, click OK and then click Done at the bottom of the page.

Note: Workday accepts grants and scholarships for students automatically; as you look at each Award table, notice that Decision defaults to Accept for all scholarships and grants. If you select decline, certain types of Financial Aid cannot be reinstated. Contact the Office of Financial Aid with questions you have about an award prior to declining it.

STEP 1: Under the the Awards Breakdown table, locate the loan within the first academic period’s Awards table.

Note: If you are a new/transfer student or have not attended UA-PTC in the last two years, please complete the tasks listed below if you are accepting loans. If you have already completed these tasks, proceed with Step 2.

How to Complete the Loan Entrance Counseling

1. Go to studentloans.gov
2. Sign in using your FSA ID used to sign Your FAFSA
3. Look under Loans and Grants at the Top of the Screen
4. Click on Entrance Loan Counseling
5. Click Start to begin

How to Complete the Master Promissory Note

1. Go to studentloans.gov
2. Sign in using your FSA ID used to sign Your FAFSA
3. Look under Loans and Grants at the Top of the Screen
4. Click on Master Promissory Note MPN
5. Click Start to begin

If you believe you may qualify for a higher loan amount, contact the Office of Financial Aid to discuss any options that may be available.

STEP 2: Click Accept or Decline from the drop-down menu under Decision.

Note: You can accept the full loan amount offered, decline the loan altogether, OR accept only the loan amount you need, resulting in less loan you will eventually have to repay.

STEP 3: (Optional) If you click Accept, the Amount Accepted displays within a text box. This automatically populates to the full loan amount offered. To reduce the loan amount you accept, enter the reduced loan amount in the Amount Accepted text box. Continue accepting and/or declining loans until there are no longer any blank ‘Decision’ fields.

When complete, click OK and The Accept/Decline Awards page displays the updates you just made. If you receive errors or alerts after clicking OK, review the explanation. You can proceed with yellow alerts without changes, but you must resolve red errors to proceed. After reviewing your updates to the Accept/Decline Awards page, Click Done.

Note: If you reduce the amount of loan you accept and later wish to accept more of the offered loan, contact the Office of Financial Aid.