Transcription
Session 11Using NSLDSReports and ToolsPam Eliadis
Agenda NSLDS Reports NSLDS Transfer StudentMonitoring NSLDS Enrollment Reporting1
NSLDS REPORTS2
NSLDS REPORTSNSLDSFAP.ed.gov Assist in Default Management Assist with Exit Counseling Aid in Reporting Enrollment, Overpayments, andTransfers Monitor the Effectiveness/Timeliness ofEnrollment Reporting by Staff or Servicers3
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Extract or Report
10Report ID: DER001Date: 10/02/2003Page No. :1Time: 15:24:5000Report Parameters:PRIVACY ACT OF 1974 (AS AMENDED)U.S. DEPARTMENT OF EDUCATIONNATIONAL STUDENT LOAN DATA SYSTEM (NSLDS)DATE ENTERED REPAYMENT BY SCHOOLSchool OPEID: 00303200Date Entered Repayment Begin: 01/01/2003Date Entered Repayment End : 05/30/2004Sort ---------------------------------------- ------CURRENTSTUDENT--------SSNFirst NameMI Last NameBirth Date SchoolServicer Antic Comp001-74-0000 JUSTINALIDERWOOD10/14/1981 0030780011/22/020LOAN/OTHER AID---------------- --INTEREST------------------------PLUS BORROWER--------------------SchoolDateTyp Ind Typ RateGASSNFirst NameMI Last Name00307800 10/25/2000 SFAV7.590% 7550-ORIG- -CURR- --ENROLLMENT PERIOD--- --LOAN STATUS--- ACAD--LOAN-- PRINCIPAL INTEREST -DISB-- ----CANCEL---- ---LOAN--Lender Lender BeginEndCode 9443 833405 09/13/2000 06/09/2001 RP04/23/2003 1 2,625 2,625 28 2,62504/23/20030LOAN/OTHER AID---------------- --INTEREST------------------------PLUS BORROWER--------------------SchoolDateTyp Ind Typ RateGASSNFirst NameMI Last Name00307800 09/06/2001 SFAV5.390% 7550-ORIG- -CURR- --ENROLLMENT PERIOD--- --LOAN STATUS--- ACAD--LOAN-- PRINCIPAL INTEREST 8DISBCANCELLOAN
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Request forFinancial AidHistoryReportUp to 19StudentIdentifierscan beentered13
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PRIVACY ACT OF 1974 (AS AMENDED)REPORT ID: OVP001PAGE NO. :1U.S. DEPARTMENT OF EDUCATIONDATE: 10/07/2003NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS)TIME: 17:01:36OVERPAYMENT REPORT FOR SCHOOL BOISE STATE UNIVERSITY0REPORT PARAMETERS: TYPE: ALLINDICATOR: ALLBEGINNING CREATE DATE: 01/01/2000ENDING CREATE DATE: 10/10/2003SORT SEQUENCE: SSNSUBMITTAL REQUEST DATE: 10/07/2003SSN: xxx-66-4304FIRST: CHRISTINAMI: MLAST: LASTDOB: 01/20/1977TYPE:INDICATOR:DISB. DATE:REPAY. DATE:CREATE DATE:SOURCE:UPDATE DATE:UPDATED 8/11/200008/03/2000DEBBIESANTIAGOProvides list and status ofborrowers entered on NSLDSwith overpayments15
PRIVACY ACT OF 1974 (AS AMENDED)REPORT ID: SCHDF1PAGE #:1U.S. DEPARTMENT OF EDUCATIONNATIONAL STUDENT LOAN DATA SYSTEM (NSLDS)DATE: 10/08/2003TIME: 12:53:59BORROWER DEFAULT SUMMARY BY SCHOOLREPORT PARAMETERS:SORT SEQUENCE:SCHOOL OPEID:LOAN STATUS BEGIN DATE:LOAN STATUS END DATE :LOAN -------------------------------------SSN: xxx-54-3x09 NAME: CARYT BURNSBIRTH DATE: -----------------------------------------DATE: 07/11/1996 TYPE: SFLOAN PERIOD: 08/24/1996 - 05/08/1997FFEL DUPLICATE IND: AINTEREST TYPE: V INTEREST RATE: 0.000%GA: 800ORIGINAL LENDER: 803335 CURRENT LENDER: 824690 SERVICER: 700191ACADEMIC LEVEL: 1 DATE ENTERED REPAYMENT: 05/10/2000AMOUNT: 2,600 OPB: 3,054 OIB: 49 TOTAL DIS: 2,600 TOTAL CANCEL: 0STATUS: DF STATUS DATE: 04/25/2003STATUS: RP STATUS DATE: 05/09/2000STATUS: ID STATUS DATE: 08/24/1996DATE: 03/06/1996 TYPE: SFLOAN PERIOD: 01/06/1996 - 05/02/1996FFEL DUPLICATE IND: AINTEREST TYPE: V INTEREST RATE: 0.000%GA: 800ORIGINAL LENDER: 803335 CURRENT LENDER: 824690 SERVICER: 700191ACADEMIC LEVEL: 1 DATE ENTERED REPAYMENT: 05/10/2000AMOUNT: 2,400 OPB: 2,819 OIB: 45 TOTAL DIS: 2,400 TOTAL CANCEL: 0STATUS: DF STATUS DATE: 04/25/2003STATUS: RP STATUS DATE: 05/09/2000STATUS: ID STATUS DATE: 01/06/1996Provides date enteredrepayment and the last 3loan statuses17
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ENROLLMENT REPORTINGSUMMARY REPORT1REPORT ID: SCHER1PAGE # RIBUTIONDISTRIBUTIONDISTRIBUTIONDISTRIBUTIONNSLDS ENROLLMENT REPORTING SUMMARY REPORTREQUEST DATE: 10/07/200301234500 TECHNICAL & COMMUNITY COLLEGE – GOLDEN CAMPUSBEGIN DATE: 01/01/2002 END DATE: 10/07/2003DATEMETHODVALID RECORDS ERROR RECORDSTOTAL RECORDSTRANSFER RECORDS01/02/2002 BATCHNANA121NA01/15/2002 BATCH1211011103/01/2002 BATCHNANA1003/01/2002 BATCH10NA10NA05/01/2002 BATCHNANA0NA07/01/2002 BATCHNANA0NA09/02/2002 BATCHNANA0NA11/01/2002 BATCHNANA3NAProvides dates and methods ofenrollment reporting19
Up to50StudentSSNscan beentered20
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PRIVACY ACT OF 1974 (AS AMENDED)REPORT ID: SCH07BPAGE NO :1U.S. DEPARTMENT OF EDUCATIONNATIONAL STUDENT LOAN DATA SYSTEM (NSLDS)DATE:TIME:10/08/200309:02:22TRANSFER MONITORING SUMMARY REPORTUNIVERSITY OF SMITHVILLEREPORT PARAMETERS: SCH/BR CODE: 00000900RANGE TYPE: MONITOR BEGIN DATEDATE RANGE: 01/01/2003 - ROLL PERIOD ALERT TYPEALERTSSNFIRST NAMELAST NAMEDOBBEGIN DATEBEGIN DATELOAN ---------------------------------------XXX-X6-3178 ELIZABETBOOLER02/08/1981 07/02/200306/13/2003NN052-X0-8347 FRANKBRADY09/09/1982 07/02/200306/13/2003NN052-X0-8347 FRANKBRADY09/09/1982 06/04/200306/10/2003NN123-X4-8XX8 BERNECEGLITCH09/24/1983 08/19/200308/25/2003NN13X-84-8718 FRANKIGOLDEN10/11/1982 05/27/200305/12/2003NNXXX-64-0X14 VANESSASCHWARTS12/23/1976 07/02/200306/13/2003NNXXX-46-4489 MARY ELLENMARKO07/03/1955 05/08/200305/12/2003NY05/14/2003Provides students onschool’s monitoring listand any alert information.23
TRANSFER STUDENTMONITORING24
TSM General Policy Use NSLDS for all applicants (GEN-01-09,July 2001) Must inform NSLDS of mid-year transferstudents May rely on NSLDS information in makingstudent eligibility and award determinations25
TSM General Policy Prescreening and postscreeningcontinue to report on defaults,overpayments and aggregates Main campus can perform TSM functionfor branch campus26
TSM: Steps Inform - School informs NSLDS ofstudents to be monitored Monitor - NSLDS monitors datareceived and determines who tonotify Alert - NSLDS alerts new school ofrelevant changes27
TSM: MonitorStarts on Monitor Begin Date Date student is added to list (default); or Future date requested by schoolEnds on 91st day after Enrollment Begin Date Stops automatically Monitoring period duration will be evaluatedperiodically to determine if it should be altered28
TSM: AlertNSLDS communicates results only to the schoolto which the applicant is transferringOutput methods: NSLDSFAP Financial aid history data file - shows entire FAhistoryLook for alerts on Thursday29
School Transfer Profile30
School Transfer Profile31
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ENROLLMENTREPORTING38
Enrollment ReportingProcess: Objectives NSLDS began tracking enrollment in1996 All participating Title IV Schools must doelectronic enrollment reporting withNSLDS Enrollment status determines eligibility39
Enrollment Submittal ProcessBatch Files12(Blue)& WebRoster FilesSubmittal FilesCertify studentsvia NSLDS WebNSLDSDatabase34(In Box)Acknowledgement/Error FilesSchoolsorSchool ServicersError Correction FilesCorrect errorsvia NSLDS Web5Enrollment DataGuaranty Agencies,Direct Loan Servicer,and LendersNSL-113840
Enrollment ReportingBenefits Enrollment status determines eligibilityfor in-school status, deferment, graceperiods, and repayments. Determines government payment ofinterest subsidies Enrollment information reported toguarantors, lenders, and servicers41
Steps for Schools Enrollment Status ReportingBatch or OnlineUpdate/Add capability Enrollment HistorySummary/Detail/Timeline Enrollment Reporting ScheduleCreate new/modify current schedule42
On-line Enrollment Reporting:www.NSLDSFAP.ed.govOnline updates as of October 1, 2004 Total on-line updates 2,033,048 Number of unique schools reportingenrollment 2,907 Average updates monthly in 2004 75,848 Most updates in a month – 94,332 (January’04)43
Enroll TabMenu Options:Enrollment SummaryEnrollment Add/Enrollment Update – visibleonly to schoolsEnrollment Reporting Schedule
Enrollment Summary45
Enrollment Detail With Display Option of “Reported By: Schools”46
Enrollment ReportingOnline Add and UpdateSchools may: Add students to their portfolio using simpleidentifiers Retrieve the complete portfolio of students Certify enrollment status in “real time” Select “Enrollment Update” or “EnrollmentAdd” from the menu47
Enrollment AddMenu option allows a school to add students totheir roster Up to 30 students may be added at a time Blank boxes for SSN, First Name, and Date ofBirth If just SSN is entered, the user is asked toconfirm identifiers to ensure correct studenthas been retrieved48
Clicking on the Enrollment AddMenu Item Returns a Blank AddPage(30 lines would display)49
Blue Information Icon50
Enrollment Update May retrieve one student, a select group,or entire portfolio, 30 at a time Sort selections allow great flexibility inretrieving student records Portfolio of students to certify enrollment51
Enrollment Update AllowsNarrowing the List or Retrievingthe Entire Portfolio52
Students Are Retrieved Based onSearch Criteria to an EnrollmentMaintenance Screen53
Enrollment ReportingScheduleCreate/Modify Both schools and data providers have the ability todetermine when to receive output from NSLDS. Schools determine when to receive Roster files, asoften as weekly. Schedule Create allows the schedule to be deleted anda new one created. Schedule modify allows changes toany aspect of the reporting schedule.54
Enrollment Reporting Schedule Displays CurrentSchedule55
Create Schedule56
Modify Schedule57
Enrollment Reporting Tips: Schedule rosters to coincide withinstitution academic calendar Report withdrawals and drops belowhalf time online, allowing students tomaximize grace period Sign up new branches for enrollmentreporting prior to awarding or disbursingloans58
ASSISTANCEandRESOURCES59
NSLDS Customer ServiceCenter1-800-999-8219nslds@pearson.com60
NSLDS Message ClassesFAH/TSMPERKINSTRNINFINSchool Inform FileTRNINFOPErr/Ackn fileTRLTRPOPAlert (Report)TRALRTOPAlert(Extract)FAHREPOPFAH Report ResultFAHEXTOPFAH Extract ResultSHSLDSINUsed to send Submittal FileSHSLDSOP3rd Level Error File for DOS DataprepSLDERROPLoad Processing Error File (3rd Level)SHSNTFOPError Submittal Summary Notification(Sent if File is not received or does not process.)SLNDTLOPLoan Detail File sent by special arrangement tothe CustomerSSCRTEFFILOPSSCRXXOPSSCR Initial RosterSSCRXXINUpdated SSCR Roster –or- Corrected Err/AcknSSCEXXOPError/AcknowledgementSSCMXXINAdhoc –or- Corrected Err/Ackn returnedThreshold, Error, and Field Codesw/ SSCR 32Bit SoftwareECDRSHDRLROPCohort Default Rate LetterSHCDREOPSchool Cohort Default Rate Loan Record Detail (Extract)SHCDRROPSchool Cohort Default Rate Loan Record Detail (Report)61
Tips for printingreports62
www.ifap.ed.gov Enrollment Reporting Guide Data Provider Instructions File layouts Federal Regulations Dear Colleague Letters Technical Updates63
financial aid history report. 14. 15 privacy act of 1974 (as amended) . page no : 1 national student loan data system (nslds) time: 09:02:22 transfer monitoring summary report university of smithville report parameters: sch/br code: 00000900 range type: monitor begin date date range: 01/01/2003 - 10/10/2003 .
