Post Bacc Not Packaged

Claim Worklist Item

Go to “Pending Worklist” screen and “claim next item” for Post Bacc Not Packaged.

NSLDS

▪ Log into NSLDS ▪ Enter SSN, DOB and

student name

Save NSLDS Sheet as PDF

Place student’s ASU ID in the SSN field of the NSLDS Loan History PageRight click to open dialog boxSelect Print and change the printer destination to “Save as PDF”Save to S drive in the NSLDS Aggregates Folder for the correct aid year with the student’s ASU ID as the file name (S:\loans\NSLDS Aggregate sheets)

Review File

▪ Go to the “View Financial Aid Status” screen. ▪ Enter the student’s 10-digit Employee ID in the “ID”

field and applicable aid year. ▪ Review the “Comments” field for any pertinent

information regarding previously completed DL Over Limit Review/Warnings.

Calculate Aggregates

▪ Calculate totals for all undergraduate and graduate subsidized and unsubsidized loans separately.

▪ Use undergraduate totals to determine remaining undergraduate eligibility by subtracting graduate loans.

Lifetime Aggregate TotalSubsidized: $34212

Unsubsidized: $27185UndergradSubsidized: $19891Unsubsidized: $23107

GradSubsidized: $14321Unsubsidized: $4078

Remaining Undergraduate Eligibility

Go to the “Update Incoming Aggregates” screen in PeopleSoft. Select the override box to make changes to the current academic year

Exclude graduate loans in aggregate totals so that the student is awarded accurately

Determine Remaining Eligibility

Undergraduate Aggregate LimitSubsidized: $23000

Unsubsidized: $34500

Undergraduate Totals Remaining EligibilitySubsidized: $19891 Subsidized: $3109Unsubsidized: $23107 Unsubsidized $11393

Determine Remaining Eligibility (continued)

*Because the student is close to their total lifetime aggregate total we need to ensure that awarding them what they appear to have remaining as an undergraduate will not place them over their lifetime aggregate totals.

Total Lifetime Aggregate LimitSubsidized: $65500

Unsubsidized: $73000Undergraduate/Graduate Totals Remaining Lifetime EligibilitySubsidized: $34212 $138500 - $34212 - $27185 Unsubsidized: $27185 = $77103 *Total Lifetime Remaining Eligibility exceeds determined undergraduate eligibility so we do not need to inflate aggregate totals to prevent awarding over total lifetime aggregate

No Remaining Undergraduate Eligibility

▪ If you determine that the student has reached their undergraduate total aggregate limit of $57500 you will need to update incoming aggregates to reflect the appropriate subsidized and unsubsidized loan totals

No Remaining Undergraduate Eligibility (continued)

▪ Go to “View Packaging Status Summary” screen and update ”Aid Processing Status” to ”Packaging Complete” in order to ensure that the student is not awarded aid that they are not eligible for.

Compose Counseling MessageNo Remaining Eligibility

▪ If student has no undergraduate eligibility remaining you will need to send communication to the student advising them.

▪ Go to “Compose Counseling Message” screen and enter student’s Empl ID

▪ Choose “Reached Aggregate Limit” from the Loans Category and click on the “+”

▪ Click “Create Communication”

Special Scenario

▪ If it is determined that the remaining lifetime aggregate eligibility is less than the remaining undergraduate eligibility that was determined then you must artificially inflate the ”Update Incoming Aggregate” screen so that you don’t award over the lifetime aggregate total.

Comments

Remaining Eligibility No Remaining EligibilityDL Limit Warning Review- Student is not over aggregate limit due to current graduate loan borrowing: $ subsidized, $ unsubsidized graduate loans. Current undergraduate borrowing: $ undergraduate subsidized, $ undergraduate unsubsidized. Student has remaining $ sub and $ unsub undergraduate loan eligibility. The subsidized and unsubsidized totals do not include this year's loans.

Aggregate Limit Warning- Student has reached total undergraduate aggregate limit of $57,500. No remaining undergraduate eligibility. Current borrowing: $23,000 undergraduate subsidized, $34,500 undergraduate unsubsidized.