The Family Educational Rights and Privacy Act, or FERPA, prohibits the release of information from a student’s file to third parties without the consent of the student. Students who want Financial Aid Office staff to speak with any third party, including parents or a spouse, must give permission to said third party in Workday.
This release can be revoked by the student at any time in Workday under the ‘Friends and Family’ tab using the ‘Actions’ drop-down menu and selecting ‘Manage Permissions for My Third Party’. For more information about FERPA, click here.
How to Give a Third Party Access to Your Student Information
Login to your Workday account using your student credentials:
1. Select your student picture/cloud icon located at the top right of the Workday dashboard
2. Select "View Profile"
3. Select "Contact" from the menu bar located to the left
4. Select the "Friends and Family" tab (To add a third party that is not listed, click the "Add" button and enter the required information before proceeding)
5. To edit a third party that is listed, scroll to the right and select the "Actions" drop-down menu, then select "Edit Friends and Family"
6. Check the box "Is Third Party User"
7. Click the "Done" button
8. The "Friends and Family" tab will appear
9. Scroll to the right and select the "Actions" drop-down menu again, then select "Manage Permissions for My Third Party"
10. Select the third-party name you wish to manage and click the "OK" button
11. Check the "Allowed" box for each Task Name you want to grant permission to your third party
12. Select “Ok”
**The FERPA Release Authorization Waiver window will open**
13. Enter a Purpose of Waiver statement in the box provided
14. Scroll down and check the "Confirm" checkbox under Privacy Act
15. Select the "Submit" button
16. Select the "Done" button
Financial Aid Students’ Rights and Responsibilities
As a financial aid applicant or recipient, you have the following rights:
· To be advised of what financial aid programs are available and how to apply for them. View this information here.
· To be advised of the requirements in cases of withdrawal, such as refunds or repayments of financial aid. View this information here.
· To be advised of the requirements for maintaining the Standards of Satisfactory Academic Progress for Financial Aid and good academic standing. View SAP information here.
· To have all application information treated with the highest confidentiality. Contact information can be found here.
As a financial aid applicant or recipient, you have the following responsibilities:
· To apply for financial aid early if you wish to be considered for financial assistance
· To submit all required forms accurately and completely
· To provide documentation, verification of income, corrections and/or other information required to complete your financial aid file
· To accept responsibility for all forms and agreements you sign
· To use financial aid only for your actual educational expense