Session 11

Pam Eliadis

Using NSLDS Using NSLDS Reports and Reports and

ToolsTools

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Agenda

NSLDS ReportsNSLDS Transfer Student

MonitoringNSLDS Enrollment Reporting

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NSLDS REPORTS

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NSLDS REPORTS NSLDSFAP.ed.gov

Assist in Default Management

Assist with Exit Counseling

Aid in Reporting Enrollment, Overpayments, and Transfers

Monitor the Effectiveness/Timeliness of Enrollment Reporting by Staff or Servicers

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Extract or Report

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1 PRIVACY ACT OF 1974 (AS AMENDED)0Report ID: DER001 U.S. DEPARTMENT OF EDUCATION Date: 10/02/2003 Page No. : 1 NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS) Time: 15:24:500 DATE ENTERED REPAYMENT BY SCHOOL0Report Parameters: School OPEID: 00303200 Date Entered Repayment Begin: 01/01/2003 Date Entered Repayment End : 05/30/2004 Sort Sequence: SSN0STUDENT---------------------------------------------------------------------- ------CURRENT STUDENT--------- SSN First Name MI Last Name Birth Date School Servicer Antic Comp 001-74-0000 JUSTIN A LIDERWOOD 10/14/1981 00307800 11/22/020LOAN/OTHER AID---------------- --INTEREST-- -----------------------PLUS BORROWER---------------------- School Date Typ Ind Typ Rate GA SSN First Name MI Last Name 00307800 10/25/2000 SF A V 7.590% 7550-ORIG- -CURR- --ENROLLMENT PERIOD--- --LOAN STATUS--- ACAD --LOAN-- PRINCIPAL INTEREST --DISB-- ----CANCEL---- ---LOAN--- Lender Lender Begin End Code Date Level Amount Balance Balance Amount Amount Code DER 829443 833405 09/13/2000 06/09/2001 RP 04/23/2003 1 $ 2,625 $ 2,625 $ 28 $ 2,625 04/23/2003

0LOAN/OTHER AID---------------- --INTEREST-- -----------------------PLUS BORROWER---------------------- School Date Typ Ind Typ Rate GA SSN First Name MI Last Name 00307800 09/06/2001 SF A V 5.390% 7550-ORIG- -CURR- --ENROLLMENT PERIOD--- --LOAN STATUS--- ACAD --LOAN-- PRINCIPAL INTEREST --DISB-- ----CANCEL---- ---LOAN--- Lender Lender Begin End Code Date Level Amount Balance Balance Amount Amount Code DER 829443 833405 09/12/2001 06/08/2002 RP 04/23/2003 1 $ 2,395 $ 799 $ 8 $ 799 $ 1,596 04/23/2003

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Up to 19 Student

Identifierscan beentered

Request for Financial Aid

History Report

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PRIVACY ACT OF 1974 (AS AMENDED) REPORT ID: OVP001 U.S. DEPARTMENT OF EDUCATION DATE: 10/07/2003 PAGE NO. : 1 NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS) TIME: 17:01:36 OVERPAYMENT REPORT FOR SCHOOL BOISE STATE UNIVERSITY0REPORT PARAMETERS: TYPE: ALL INDICATOR: ALL BEGINNING CREATE DATE: 01/01/2000 ENDING CREATE DATE: 10/10/2003 SORT SEQUENCE: SSN SUBMITTAL REQUEST DATE: 10/07/2003 ________________________________________________________________________________________________________________________ SSN: xxx-66-4304 FIRST: CHRISTINA MI: M LAST: LAST DOB: 01/20/1977 _______________________________________________________________________________________________________________________ TYPE: INDICATOR: DISB. DATE: REPAY. DATE: CREATE DATE: SOURCE: UPDATE DATE: UPDATED BY:

PELL REPAID 06/06/2000 08/03/2000 07/26/2000 SCHOOL 08/11/2000PELL REPAID 06/06/2000 08/03/2000 07/26/2000 SCHOOL 08/11/2000 DEBBIE SANTIAGODEBBIE SANTIAGO __________________________________________________________________________________________________________________________

Provides list and status of borrowers entered on NSLDS with overpayments

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PRIVACY ACT OF 1974 (AS AMENDED) REPORT ID: SCHDF1 U.S. DEPARTMENT OF EDUCATION DATE: 10/08/2003 PAGE # : 1 NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS) TIME: 12:53:59

BORROWER DEFAULT SUMMARY BY SCHOOL

REPORT PARAMETERS: SCHOOL OPEID : 01234568 LOAN STATUS BEGIN DATE: 05/12/2002 LOAN STATUS END DATE : 05/12/2003 LOAN TYPES : ALL SORT SEQUENCE: SSN

----------------------------------------------STUDENT--------------------------------------------- SSN: xxx-54-3x09 NAME: CARY T BURNS BIRTH DATE: 11/19/1959

----------------------------------------------------------------LOAN---------------------------------------------------------------- DATE: 07/11/1996 TYPE: SF LOAN PERIOD: 08/24/1996 - 05/08/1997 FFEL DUPLICATE IND: A INTEREST TYPE: V INTEREST RATE: 0.000% GA: 800 ORIGINAL LENDER: 803335 CURRENT LENDER: 824690 SERVICER: 700191 ACADEMIC LEVEL: 1 DATE ENTERED REPAYMENT: 05/10/2000 AMOUNT: $ 2,600 OPB: $ 3,054 OIB: $ 49 TOTAL DIS: $ 2,600 TOTAL CANCEL: $ 0 STATUS: DF STATUS DATE: 04/25/2003 STATUS: RP STATUS DATE: 05/09/2000 STATUS: ID STATUS DATE: 08/24/1996 DATE: 03/06/1996 TYPE: SF LOAN PERIOD: 01/06/1996 - 05/02/1996 FFEL DUPLICATE IND: A INTEREST TYPE: V INTEREST RATE: 0.000% GA: 800 ORIGINAL LENDER: 803335 CURRENT LENDER: 824690 SERVICER: 700191 ACADEMIC LEVEL: 1 DATE ENTERED REPAYMENT: 05/10/2000 AMOUNT: $ 2,400 OPB: $ 2,819 OIB: $ 45 TOTAL DIS: $ 2,400 TOTAL CANCEL: $ 0 STATUS: DF STATUS DATE: 04/25/2003 STATUS: RP STATUS DATE: 05/09/2000 STATUS: ID STATUS DATE: 01/06/1996

Provides date entered repayment and the last 3 loan statuses

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1REPORT ID: SCHER1 NSLDS ENROLLMENT REPORTING SUMMARY REPORT REQUEST DATE: 10/07/2003 PAGE # : 1 01234500 TECHNICAL & COMMUNITY COLLEGE – GOLDEN CAMPUS

BEGIN DATE: 01/01/2002 END DATE: 10/07/2003 ACTIVITY DATE METHOD VALID RECORDS ERROR RECORDS TOTAL RECORDS TRANSFER RECORDS DISTRIBUTION 01/02/2002 BATCH NA NA 121 NA UPDATE 01/15/2002 BATCH 121 10 111 DISTRIBUTION 03/01/2002 BATCH NA NA 10 UPDATE 03/01/2002 BATCH 10 NA 10 NA DISTRIBUTION 05/01/2002 BATCH NA NA 0 NA DISTRIBUTION 07/01/2002 BATCH NA NA 0 NA DISTRIBUTION 09/02/2002 BATCH NA NA 0 NA DISTRIBUTION 11/01/2002 BATCH NA NA 3 NA

ENROLLMENT REPORTING SUMMARY REPORT

Provides dates and methods of enrollment reporting

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Up to 50

Student SSNs can be entered

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PRIVACY ACT OF 1974 (AS AMENDED) REPORT ID: SCH07B U.S. DEPARTMENT OF EDUCATION DATE: 10/08/2003 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 ------------------------------------------------------------------------------------------------------------------------------------ MONITOR ENROLL PERIOD ALERT TYPE ALERT SSN FIRST NAME LAST NAME DOB BEGIN DATE BEGIN DATE LOAN PELL DATE ------------------------------------------------------------------------------------------------------------------------------------ XXX-X6-3178 ELIZABET BOOLER 02/08/1981 07/02/2003 06/13/2003 N N 052-X0-8347 FRANK BRADY 09/09/1982 07/02/2003 06/13/2003 N N 052-X0-8347 FRANK BRADY 09/09/1982 06/04/2003 06/10/2003 N N 123-X4-8XX8 BERNECE GLITCH 09/24/1983 08/19/2003 08/25/2003 N N 13X-84-8718 FRANKI GOLDEN 10/11/1982 05/27/2003 05/12/2003 N N XXX-64-0X14 VANESSA SCHWARTS 12/23/1976 07/02/2003 06/13/2003 N N XXX-46-4489 MARY ELLEN MARKO 07/03/1955 05/08/2003 05/12/2003 N Y 05/14/2003

Provides students on school’s monitoring list and any alert information.

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TRANSFER STUDENT TRANSFER STUDENT MONITORING MONITORING

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TSM General PolicyTSM General Policy

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

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TSM General PolicyTSM General Policy

Prescreening and postscreening continue to report on defaults, overpayments and aggregates

Main campus can perform TSM function for branch campus

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TSM: Steps

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 changes

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TSM: MonitorTSM: Monitor

Starts on Monitor Begin DateDate student is added to list (default); orFuture date requested by school

Ends on 91st day after Enrollment Begin DateStops automaticallyMonitoring period duration will be evaluated

periodically to determine if it should be altered

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TSM: AlertTSM: Alert

NSLDS communicates results only to the school to which the applicant is transferring

Output methods:

NSLDSFAP

Financial aid history data file - shows entire FA history

Look for alerts on Thursday

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School Transfer ProfileSchool Transfer Profile

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School Transfer ProfileSchool Transfer Profile

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ENROLLMENT REPORTING

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Enrollment Reporting Process: Objectives

NSLDS began tracking enrollment in 1996

All participating Title IV Schools must do electronic enrollment reporting with NSLDS

Enrollment status determines eligibility

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Enrollment Submittal ProcessBatch Files (Blue) & Web (In Box)

NSLDS Database

Roster Files

Submittal Files

Acknowledgement/ Error Files

Error Correction Files

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5 Enrollment Data

NSL-1138

Guaranty Agencies, Direct Loan Servicer,

and Lenders

Schools or

School Servicers

Certify students via NSLDS Web

Correct errors via NSLDS Web

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Enrollment Reporting Benefits

Enrollment status determines eligibility for in-school status, deferment, grace periods, and repayments.

Determines government payment of interest subsidies

Enrollment information reported to guarantors, lenders, and servicers

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Steps for Schools

Enrollment Status Reporting

Batch or Online

Update/Add capabilityEnrollment History

Summary/Detail/TimelineEnrollment Reporting Schedule

Create new/modify current schedule

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On-line Enrollment Reporting:On-line Enrollment Reporting:www.NSLDSFAP.ed.gov

Online updates as of October 1, 2004

Total on-line updates = 2,033,048

Number of unique schools reporting enrollment = 2,907

Average updates monthly in 2004 = 75,848

Most updates in a month – 94,332 (January ’04)

Menu Options:Enrollment Summary

Enrollment Add/Enrollment Update – visible only to schools

Enrollment Reporting Schedule

Enroll Tab

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Enrollment Summary

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Enrollment Detail With Display Option of “Reported By: Schools”

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Enrollment ReportingOnline Add and Update

Schools may:

Add students to their portfolio using simple identifiers

Retrieve the complete portfolio of students

Certify enrollment status in “real time”

Select “Enrollment Update” or “Enrollment Add” from the menu

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Enrollment Add

Up to 30 students may be added at a time

Blank boxes for SSN, First Name, and Date of Birth

If just SSN is entered, the user is asked to confirm identifiers to ensure correct student has been retrieved

Menu option allows a school to add students to their roster

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Clicking on the Enrollment Add Menu Item Returns a Blank Add Page

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Blue Information Icon

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May retrieve one student, a select group, or entire portfolio, 30 at a time

Sort selections allow great flexibility in retrieving student records

Portfolio of students to certify enrollment

Enrollment Update

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Enrollment Update Allows Narrowing the List or Retrieving the Entire

Portfolio

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Students Are Retrieved Based on Search Criteria to an Enrollment Maintenance

Screen

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Enrollment Reporting Schedule

Create/Modify

Both schools and data providers have the ability to determine when to receive output from NSLDS.

Schools determine when to receive Roster files, as often as weekly.

Schedule Create allows the schedule to be deleted and a new one created. Schedule modify allows changes to any aspect of the reporting schedule.

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Enrollment Reporting Schedule Displays Current Schedule

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Create Schedule

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Modify Schedule

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Schedule rosters to coincide with institution academic calendar

Report withdrawals and drops below half time online, allowing students to maximize grace period

Sign up new branches for enrollment reporting prior to awarding or disbursing loans

Enrollment Reporting Tips:

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ASSISTANCEASSISTANCEandand

RESOURCESRESOURCES

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NSLDS Customer Service Center

1-800-999-8219

nslds@pearson.com

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NSLDS Message Classes

FAH/TSM

TRNINFIN School Inform File

TRNINFOP Err/Ackn file

TRLTRPOP Alert (Report)

TRALRTOP Alert(Extract)

FAHREPOP FAH Report Result

FAHEXTOP FAH Extract Result

SSCR

SSCRXXOP SSCR Initial Roster

SSCRXXIN Updated SSCR Roster –or- Corrected Err/Ackn

SSCEXXOP Error/Acknowledgement

SSCMXXIN Adhoc –or- Corrected Err/Ackn returned

w/ SSCR 32Bit Software

ECDR

SHDRLROP Cohort Default Rate Letter

SHCDREOP School Cohort Default Rate Loan Record Detail (Extract)

SHCDRROP School Cohort Default Rate Loan Record Detail (Report)

PERKINS

SHSLDSIN Used to send Submittal File

SHSLDSOP 3rd Level Error File for DOS Dataprep

SLDERROP Load Processing Error File (3rd Level)

SHSNTFOP Error Submittal Summary Notification

(Sent if File is not received or does not process.)

SLNDTLOP Loan Detail File sent by special arrangement to

the Customer

TEFFILOP Threshold, Error, and Field Codes

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Tips for printing reports

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www.ifap.ed.gov

Enrollment Reporting Guide

Data Provider Instructions

File layouts

Federal Regulations

Dear Colleague Letters

Technical Updates