Applicant Tutorial - Submit a Follow Up Form

Follow Up forms are assigned to applicants when a grant or scholarship request has been approved. These forms allow the applicant to provide additional information to the funder, such as progress reports, receipts for reimbursement, or renewal applications. 

User Role: The applicant is able to complete and submit follow up forms assigned by the funder to provide ongoing information about their award.

When to Submit a Follow Up Form:

• Mid-year or end-of-semester progress reports to update the funder on academic performance and continued scholarship eligibility can be submitted as a follow up form. 
• Follow up forms can request the submission of receipts or invoices for reimbursement based awards to verify how you used the funds and receive payment.
• Renewal applications for continuing scholarships can be done as a follow up form.

Applicant Tutorial - Submit a Follow Up Form

If you have been assigned multiple follow up forms, the funder may require that you complete them sequentially by due date. If this is the case, you can start the follow up with the earliest due date. The other follow ups will be in the Upcoming Tab and can only be previewed. Alternatively, the funder may allow you to submit follow up forms in any order. If this is the case, you will see the option to edit each follow up form right away. 

1. Log on to the funder's site. If you are not already on your dashboard, click the Home icon.
    
2. Click Start next to the follow up form you want to access.
   
    
3. Review the form options and information. 
   • If there is a deadline to submit the follow up form, it is listed at the top of the page.
      
   • Click Question List to download a copy of the form.
      
   • Click FollowUp Packet to download a PDF copy of the form once it is completed. 
4. Complete the questions on the form. 
   • Required questions are marked with an asterisk. 
      
   • The system auto saves your work every 100 characters you type and when you click out of a question.
5. Two options are available at the bottom of the page. 
   • Save Follow Up - This saves your progress on the form. Repeat the above steps to continue editing the form at another time.
     
      
   • Submit Follow Up - Once this button is clicked, you will not be able to make any edits to the form. If any required questions were missed on the form, the system will notify you. All required questions must be completed in order to submit the form.
     • You will be brought to a confirmation message when your form is successfully submitted.