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Session 7

Session 7. NSLDS Transfer Student Monitoring & Eligibility Changes. Agenda. Student eligibility changes -Combined FAH/TSM Batch file layout -Prescreening -Postscreening Transfer Student Monitoring process Web Demonstration. What is NSLDS? National Student Loan Data System.

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Session 7

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  1. Session 7 NSLDS Transfer Student Monitoring & Eligibility Changes Session 7

  2. Agenda • Student eligibility changes -Combined FAH/TSM Batch file layout -Prescreening -Postscreening • Transfer Student Monitoring process • Web Demonstration Session 7

  3. What is NSLDS?National Student Loan Data System • National database of federal loans & grants awarded under Title IV of the Higher Ed Act of 1965, as amended • Began loading data in 1994 • School online access granted in 1996 • Web access started 1998 Session 7

  4. NSLDS Goals • Goals • Minimize abuse within aid programs • Reduce burden, costs, and errors in aid administration • Central database of highly reliable, accessible data • Plan and budget • Program coordination and control • Research Session 7

  5. NSLDS Content 46,480,530 Students 146,216,785 Loans (FFEL, Direct, Perkins) 35,120,711 Pell Grants (1993-current) 34,687 School Branches 18,259 Schools 31,258 Lenders 60 Guaranty Agencies Session 7

  6. NSLDS Data Providers Session 7

  7. NSLDS Users • Colleges, universities, and trade schools • Students and borrowers • ED • Lenders • Guaranty agencies • State agencies • ED partners • Other United States government agencies Session 7

  8. Combined FAH/TSM Batch File Layout Session 7

  9. Combined FAH/TSM Batch File Layout • Input file the same for FAH (formerly FAT Batch) requests and TSM Inform File requests • Modifications to the input file include - input file length of 150 bytes -school requests a FAH record, to add the student to the Inform list or both in the same inform file Session 7

  10. Combined FAH/TSM Batch File Layout cont. • FAH only requests included on the Error/Acknowledgment file output • Error message changes -FAH request errors now included Session 7

  11. Combined FAH/TSM Batch File Layout cont. • Output files combined • Modification include -260 byte record (this is not a change for TSM) -No change flags (#) for FAH requests -Added nearing/exceeding flags to record type 1 -Added discharge codes to record type 1 -Attending school on record type 4 -For CL loans-adding aggregate portion field to on record type 5 Session 7

  12. Combined FAH/TSM Batch File Layout cont. • Message classes -TRNINFIN- School Batch Inform File -TRNINFOP-Error/Acknowledgement File -TRLTRPOP-Alert file, report format -TRALRTOP-Alert file, extract format -SHFATQIN-Previous FAT Batch input file/used until June 30, 2003 -SHFATROP-Previous FAT Batch output file in report format/used until June 30,2003 -SHFATEOP-Previous FAT Batch output file in extract format/used until June 30,2003 -FAHREPOP-new FAH output file in report format -FAHEXTOP-new FAH output in extract format Session 7

  13. Prescreening Session 7

  14. Prescreening Changes • Aggregate calculation definition changes -recent loans now defined as Loan Period End Date plus 90 days -Amount of Loan minus cancellations minus refunds equals Net Loan Amount Session 7

  15. Prescreening Changes cont. • Aggregate calculation changes -for recent loans: if a) both OPB and Disbursed Amt are > than 0; or b) either OPB or Disbursed Amt is > than zero: Use the greater of the OPB or Disbursed Amt, but not to exceed Net Loan Amt. If both OPB and Disbursed Amt. = 0, use 0. Loan is guaranteed/approved but not disbursed. -for all other loans, the aggregate is determined by using the lesser of Net Loan Amt, Disbursed Amt or OPB if all three are > than 0. If any of the three values are 0, we do not use 0 in the formula. Session 7

  16. Prescreening Changes cont. • FFEL Consolidated loans distributed into aggregate Subsidized, aggregate Unsubsidized, aggregate combined, and unallocated combined -percentage of underlying loans making up the consolidation total. -will be displayed on the web at the loan level. -dependency is determined by CPS demographic information Session 7

  17. Prescreening Changes cont. • New flags -DL PLUS MPN • Discharge codes- no longer a flag D=Death R= Reaffirm C=Conditional discharge P=Permanent discharge M=Multiple codes exist N=None Session 7

  18. Prescreening Changes cont. • NSLDSFAP web site changes -eliminate displaying capitalized interest flag on recent subsidized loans -display CL breakdown on underlying loans at the loan level -new icon for discharged loans with reason -new icon for nearing or exceeding aggregate limits -removed “remaining amount to be paid” on Pell History Session 7

  19. Postscreening Session 7

  20. Postscreening Changes • Postscreening will start earlier • second week of January • Postscreening will be weekly • Multiple postscreening codes will be sent on ISIR • up to three • will generate multiple aggregate alerts when moves between exceeding aggregate limits to below and vice versa • will generate an alert for discharge code changes Session 7

  21. Postscreening Changes cont. • New Reason codes • 11=No longer exceeds Subsidized aggregate limit • 12=No longer exceeds Combined aggregate limit • 13=change in disability status between Conditional and Permanent Session 7

  22. Transfer Student Monitoring (TSM) Process Session 7

  23. TSM Process: Financial Aid History - General Policy • General regulations -Use NSLDS for all applicants (GEN-01-09, July 2001) -Must inform NSLDS of mid-year transfer students -May rely on NSLDS information in making student eligibility and award determinations -Not required to respond to requests for FATs -Assist colleagues by responding to inquiries -Prescreening and postscreening continue to report on defaults, overpayments and aggregates Session 7

  24. TSM Process: School Responsibilities • School responsibilities -Inform NSLDS of its mid-year transfers -Wait at least 7 days before disbursing aid unless • Check NSLDSFAP.ed.gov; or • Receive an Alert before 7 days expire -Access alerts sent to school -Review student eligibility -Adjust scheduled disbursements if needed Session 7

  25. TSM Process:Steps • School informs NSLDS of students to be monitored (Inform) • NSLDS monitors data received and determines who to notify (Monitor) • NSLDS alerts new school of relevant changes (Alert) Session 7

  26. TSM Process:School Transfer Profile Session 7

  27. TSM Process:School Transfer Profile Session 7

  28. TSM Process:School Transfer Profile • Email address to send alert notice: • New results are available - go to NSLDSFAP • New data file being sent - access SAIG mailbox • Could be group email address • SAIG Mailbox of person to receive data file (only for schools wanting a file sent) • Add contact person for Transfer Student Monitoring on Organization Contact List Session 7

  29. TSM Process: Who Is Monitored? (Inform) • School tells NSLDS which students/applicants to monitor • Applicant identifiers • Enrollment Begin Date - for the period for which aid is being awarded • Monitor Begin Date (optional) • Input methods (may use either or both): • Enter on NSLDSFAP • Send data file to NSLDS Session 7

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  38. TSM Process:Batch Inform • Batch file specifications (IFAP) • http://www.ifap.ed.gov • SAIG message classes • TRNINFIN—School Inform file • TRNINFOP—Error/Acknowledgment file • TRLTRPOP—Alert - Report format • TRALRTOP—Alert - Extract format • Any future additions to Batch File will be added to current “filler” space. Session 7

  39. TSM Process:Batch Inform • Record length = 150 bytes • Header record • Detail record (one per student) • Applicant identifiers • Enrollment Begin Date • Monitor Begin Date • Requesting a FAH, addition to the Inform List or Both • Remove applicant from monitoring list • Allows school to delete student from list • One byte - ‘Y’ or ‘N’ • Trailer record Session 7

  40. TSM Process:Batch Error/Acknowledgement File • Record length = 120 bytes • Header record • Detail record (one per error) • Applicant identifiers • Field in Error • Error/Warning Code • Value of Field in Error • Value that caused the Error/Warning code generation Session 7

  41. TSM Process:Batch Error/Acknowledgement File • Trailer record • Includes total count each of errors and warnings • Includes total count each of records with errors and/or warnings • Errors vs. Warnings • Errors are values edits won’t allow • School has not set up their School Transfer Profile • Invalid dates • School OPEID code does not exist • Non-numeric SSNs Session 7

  42. TSM Process:Batch Error/Acknowledgement File • Warnings are values that might require review • Student SSN not found - student is not on NSLDS, but has been added to school’s Transfer Monitoring list • SSN found, but name &/or DOB submitted does not match. Student has been added to school’s Transfer Monitoring list • Will be returned to school/servicer within 24 hours of Inform submittal • If not received: • File was not readable by NSLDS - file not processed Session 7

  43. TSM Process:Monitor • Is there new data affecting applicant’s eligibility? • New data means a new loan or Pell Grant was added or changed for attendance at another school (since last ISIR or alert) • New loan originated • New or cancelled disbursement on a loan • New or reduced Pell Grant Award • New or cancelled disbursement on a Pell Grant • Data for attendance at school to which the applicant is transferring is not monitored • Changes in default status or overpayments would continue as done currently (postscreening) so that all schools are notified Session 7

  44. TSM Process:Monitor • Starts on Monitor Begin Date • Date student is added to list (default); or • Future date requested by school • Ends on 91st day after Enrollment Begin Date • Stops automatically • Monitoring period duration will be evaluated periodically to determine if it should be altered Session 7

  45. TSM Process:Alert • NSLDS communicates results only to the school to which the applicant is transferring • The school that informed NSLDS • Output methods: • NSLDSFAP • Financial aid history data file - shows entire FA history • Email notification that an Alert has been generated • Look for alerts on Thursday Session 7

  46. Session 7

  47. TSM Process:Batch Alert • Record length = 260 bytes • Header record • Detail records • Aggregates, match flags, MPN • Name history • Overpayment record(s) • Pell Grant payment record(s) • Loan detail record(s) • Trailer record Session 7

  48. TSM Process:Audit Report • Available under the Report tab of the NSLDSFAP web site • Provides user with a list of students that received alerts and whether the alert was for a loan or Pell change Session 7

  49. Transfer Student Monitoring Process cont. • Statistics over the last year -Schools with Profiles 3,477 -Schools with Inform records 3,065 -Number of students Monitored 488,334 -Number of unique Alerts 181,055 Session 7

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