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Session #BC6Bootcamp Hands-On NSLDS (National Student Loan DataSystem)Eric Hardy and Lisa WalkerU.S. Department of Education2019 FSA Training Conference for Financial Aid ProfessionalsDecember 2019

Agenda NSLDS Overview Loans and Grants Aggregates Enrollment History Transfer Student Monitoring Reports Organization Information Tools and References Question and Answer Session NSLDS Contact Information2

What is the National Student Loan Data System? NSLDS is the first comprehensive national database thathouses federal loans and grants awarded under Title IV ofthe Higher Education Act of 1965 Provides centralized view of financial aid history andassists in eligibility determinations3

NSLDS Data ProvidersFSA CS and TPDCentralProcessingSystemEnrollmentReporting

Grant and Loan Data on NSLDS FFELP Loans(Commercial/Purchase) 5William D. Ford Direct LoansFederal Perkins LoansStudent EnrollmentFederal Pell GrantsAcademic CompetitivenessGrants (ACG) National SMART Grants Iraq and Afghanistan ServiceGrants (IASG) Overpayments Gainful Employment TEACH Grants TEACH Loans

Menu Tab System Messages Quick Links System Requirements6 NSLDS Contact Information Frequently Asked Questions Download Help

Loan and Grant History Display7

Aid Tab 8Loan HistoryOverpayment ListGrantsDelinquent BorrowersExit Counseling History Student Contact InformationStudent Access InterfaceReaffirmation HistoryPerkins SubmittalSocial Security Number (SSN) Conflict

Aid Tab - Loan History Icons Aggregates MasterPromissory Note Teacher LoanForgiveness Loan Summary9

Icons Warning Icons: Warns ofcritical information that is not inerror Information Icons: Notifiesuser that additional facts areavailable10

What is the NSLDS Aggregate Calculation? Aggregate Loan Limits:Federal Loans11GraduateSubsidized Limit23,000N/ATotal Subsidized and Unsubsidized (Combined) Limit31,000138,500Total Subsidized and Unsubsidized (Combined) Limit for Dependent’swith a Parent PLUS Denial or an Independent Student57,500N/A UndergraduateWhen a student reaches their aggregate loan limit, they may no longer be eligible toreceive additional loans or grantsAggregate loan data is provided on the Institutional Student Information Record (ISIR) and theAggregate Loan Information table on the NSLDSFAP website

Why Calculate Aggregates?12 Helps schools determine the amount of Title IV aid the applicant iseligible to receive Helps schools identify students whose eligibility for aid may havechanged since the last ISIR transaction Shows difference between Aggregate Balance vs. OutstandingPrincipal Balance

Aggregate Loan Information Table on NSLDS13

Aggregate Loan Information Table on NSLDS14

Aggregate Loan Information Table on NSLDS System flags when borrower: Exceeds loan limit Close to or equal to a loan limit Undergraduate Loan Limits:Subsidized / Combined Graduate Loan Limits:Subsidized / Combined Total Loan Limits:Subsidized / Combined15

Aid Tab – Aggregate Loan Information Dependency Indicator: Indicates the dependencyused in the student’s loanlimit determination Based on data from CPS Award Year: Based on the loan periodbegin date from the mostrecently reported loan16

Aggregate Loan Data on the ISIRLocated under the “NSLDS Financial Aid History” section:17

Aggregate Demonstration18

Aid Tab - Loan Summary The Loan Summary displays informationabout every loan taken out by a studentand/or PLUS borrower Parent PLUS Loans taken on behalf of theundergraduate student do not affect thestudent’s aggregate totals19

Aid Tab - Loan Statuses Click the in the top right corner of the page or the status icon to accessthe descriptions of loan statuses20

Aid Tab - Loan Detail The Loan Detail page displays the followinghistorical information for a loan: 21Loan amountsLoan activitiesLoan status changesGuaranty Agency/Lender/Servicer AgentHistory

Aid Tab - Loan Detail PageTop of the PageBottom of the Page22

Loan Display Demonstration23

Aid Tab - Grants Displays the following Grants thathave been disbursed to astudent: 24Pell GrantsAcademic CompetivenessGrants (ACG)National Science MathematicsAccess to Retain Talent(SMART) GrantsTeach Education Assistancefor College and HigherEducation (TEACH) GrantsIraq and Afghanistan ServiceGrants (IASG)

Aid Tab – TEACH Grant Converted to Loan TEACH Grants that are convertedinto TEACH Loans become DirectUnsubsidized Loans (D8) 25Not included in a student’saggregate totals

Aid Tab - Overpayment List The Overpayment List page displays:26 Overpayment Type Overpayment Status Disbursement Date Repayment Date Create Date Source SchoolED Regional Office (EDR)Transfer

Aid Tab - Student Contact Info The Student Contact Infopage displays the followinginformation reported toNSLDS for a student: Postal Address Email Address Phone Numbers Source Provider27

Grant and OverpaymentDisplay Demonstration28

Enrollment Reporting29

Enrollment Reporting Process The NSLDS Enrollment Reporting Process is a “roster and respond”process NSLDS sends rosters of aid recipients to institutions Rosters must be distributed no less frequently than every 60 days Most institutions receive their roster every 30 days Institutions respond to NSLDS with the current enrollment status of eachaid recipient listed on the roster and includes aid recipients that NSLDS didnot place on the roster Institutions are expected to respond to their roster within 15 days of receipt Institutions are also expected to respond to their errors within 10 days of receipt Batch (SAIG) Reporting, Online Reporting or Spreadsheet Upload30

Enrollment Reporting CycleNSLDS sendsroster to theschool based onthe school’sscheduleNSLDS createsthe EnrollmentrosterSchool updatesstudents onroster and addsnew studentsSchool correctserrors andsubmits updatedrecordsSchool sendsroster to NSLDSNSLDS sends erroracknowledgementfile to school31

Response to the RosterCampusLevelProgramLevel32 Student Identifiers 8-digit OPEID Certification Date Enrollment Status Effective Date Enrollment Status Anticipated Completion Date (ACD) Term Begin and End Dates (optional) Student Permanent Address (optional) Student Phone Number (optional) Classification of Instructional Programs (CIP) Code CIP Year Program Credential Level Published Program Length Weeks in Title IV Academic Year Program Begin Date Special Program Indicator Program Enrollment Status Program Enrollment Effective Date

Enrollment Statuses Institutions report the current enrollment status and the earliest dateon which that status is effective The enrollment status values are: ‘F’ (full-time) ‘Q’ (three-quarter time) ‘H’ (half-time) ‘L’ (less than half-time) ‘A’ (leave of absence)33 ‘G’ (graduated) ‘W’ (withdrawn) ‘D’ (deceased) ‘X’ (never attended) ‘Z’ (record not found)

Enrollment Demonstration34

Enroll Tab35 Enrollment Summary Enrollment Schedule Enrollment Update Enrollment Statistics Enrollment History Update Enrollment Submittal Tracking Enrollment Profile Enrollment Submittal Enrollment Preferences Exit Counseling Submittal

Enroll Tab - Enrollment Summary The Enrollment Summary page provides an overview of a student's most recentstatus at every school where enrollment has been reported for that student.36

Enroll Tab - Enrollment Detail The Enrollment Detail page displays adetailed history of a student'senrollment status at each school.37

Enroll Tab - Program Enrollment Detail The Program Enrollment Detail pagedisplays a detailed history of a student'senrollment status for each program thestudent has attended.38

Enroll Tab - Enrollment Update The Enrollment Update page retrievesenrollment information for students to beupdated on the Enrollment Maintenancepage. Advanced Search Options– Find students who need to be certified Sort results by Certification Date (oldest first)– Find students without programs Filter results to display students without programenrollment information by checking the box ExcludeStudents with Certified Programs– Refine search by Campus and ProgramEnrollment39

Enroll Tab - Enrollment Maintenance The Enrollment Maintenance pageallows updates to enrollmentinformation for students. Sort results by SSN, Last Name,Student Designator or CertificationDate (oldest first) Page displays the Total StudentsMatching Criteria40

Enroll Tab - Enrollment Maintenance Update the current status at both Campus-level and Program-level41

Enroll Tab - Enrollment History Update The Enrollment HistoryUpdate page allows users to: Update historical enrollmentinformation Update historical data from alllocations in the administrationgroup42

Enroll Tab - Enrollment History Update/Confirm43

Enroll Tab – Enrollment History Updated44

Enroll Tab - Enrollment Reporting Profile The EnrollmentReporting Profilepage displays: RosterPreferences EnrollmentAdministration RosterSchedule45

Enroll Tab - Enrollment Reporting Statistics The Enrollment ReportingStatistics page displays informationabout the extent and quality of theenrollment reporting provided byschools participating in the federalstudent aid programs.46

Enroll Tab - Enrollment Submittal Tracking The Enrollment SubmittalTracking page displaysinformation aboutenrollment rosters andsubmittals.47

Transfer Student Monitoring48

What is Transfer Student Monitoring (TSM)? Through the TSM process, NSLDS provides financial aid historyinformation for students who transfer from one school to another duringthe same award year Schools can choose between 30 and 120 days to monitor a transferstudent The TSM Process: Inform - School informs NSLDS of students to be monitored Monitor - NSLDS monitors data received and determines who to notify Alert - NSLDS alerts new school of relevant changes49

Transfer Student Monitoring (TSM) NSLDS will alert schools when a student has: A new loan or grant A loan or grant is cancelled One of the following changes occur to a loan or grant: Scheduled AmountAward AmountAmount Paid to DateLatest Disbursement DateExpected Family Contribution (EFC) Schools may add students for monitoring online (StudentMonitoring Add page) and/or through batch (Transfer MonitoringInform Batch File)50

TSM Demonstration51

Tran Tab52 Transfer Monitoring List Transfer Monitoring Re-Populate Monitoring Alert Review School Transfer Profile

Tran Tab - School Transfer Profile In order tomonitor students,schools musthave at least oneauthorized onlineNSLDS User53 Schools mustcomplete the SchoolTransfer Profilebefore using theTransfer StudentMonitoring (TSM)process

Tran Tab - Transfer Monitoring List The TransferMonitoring Listpage displaysdetailed TSMinformation thatcan be updated ordeleted.54

Tran Tab - Monitoring Alert Review The Monitoring Alert Review page listsall students on a school’s TSM list towhich changes have been reported.55

Tran Tab - Transfer Monitoring Re-Populate The Transfer MonitoringRe-Populate pageallows school users to: Retrieve those studentspreviously submitted thatno longer display on theTSM List page To add students back to theInform list for additionalmonitoring56

Scheduled and Adhoc Reports57

Report Tab The Report Tab displays a list of reports available for schools toretrieve NSLDS data. Types: Report – Organized in an easily readable documentExtract – Fixed-Width and Comma Separated Values (CSV) Ways to request: ScheduledAd HocWeb Report (On Demand) Output medium: 58PDF File (Web Reports Only)Microsoft Excel Spreadsheet (Web Reports Only)SAIG

Report Demonstration59

Report Tab60 Report Names PDF File Report IDs Excel Spreadsheet Log Page Student Aid Internet Gateway (SAIG)

Report Tab - Reports61

Report Tab - Scheduled Reports62

Report Tab – Ad Hoc Reports63

Report Tab – Web Reports (On Demand)64

Report Tab - SCHET1 Results65

Organization Display66

Org Demonstration67

Org Tab 68Organization Contact ListOrganization SearchData Provider ScheduleRepayment Information Cohort Default RateSchool ProfileOrganization ProfileGE Debt Measures

Org Tab - Org Contact ListThe Organization Contact List page displays contactinformation for an organization.69

Org Tab - Org Contact List70