Private Loan No SSN Report

Run Report (FANet)

Login to FANet Click on Tools Choose Report Registry

Run Report (FANet)(continued)

Keyword Search: Private Loan No SSN

Click Filter Click on Private Loan

Certifications No SSN

Run Report (FANet)(continued)

Click on Query: ASUSAFA_LOANS_PRIV_CERT_NO_SSN

Run Report (FANet)(continued)

Enter Institution: ASUOO Enter Aid Year: 201x Click on View Results

Click on Excel Spreadsheet

Open with Microsoft Excel

Run Report (FANet)(continued)

Add ASU ID column in Row “S” Save as “PL No SSN (date report ran)” to appropriate year in S

drive: S:\LOANS\KERRY\Reports\PL No SSN

Review Student Services

From the Student Services screen Enter student’s first and last name and

Click Search . Use DOB to identify correct student.

Copy and paste the ASU ID to the report in Column S

Determine if student is enrolled Go to View Financial Aid Status to

determine if student is aid year activated. If Financial Aid Status screen

populates, aid year is active and there is a SSN mismatch.

If Financial Aid Status screen does not populate, aid year is not active. Manually create Financial Aid Year

Manually Create Financial Aid Year

Go to Manage Financial Aid Years

Enter student’s ID Enter year for aid year

activation Click Save

Student Not Enrolled

If student is not enrolled, place a comment on the report next to ASU ID

Go to Compose Counseling Message screen

Enter student’s ASU ID Click Search Send: Private Loan – Not Enrolled

communication Comment on student’s file:

Private education loan certification request for $ thru LENDER not processed; std not yet admitted/enrolled.

Student Not Enrolled (continued)

Update CL4 Response Record– Go to “View CL4 Response

Record” screen– Identify the “Queue Inst”

number from the report– In the “Queue Instance” field,

enter the “Queue Inst” number from the certification report and search.

– Select “Application Detail” tab– Click on “View All” link– Identify each “Dtl LnNbr” from

the worklist item detail screen – Change “Load Status” from

“Error” to “Unprocessed”– Click on “Save” button– Complete the worklist

Student Enrolled – SSN Matches Certification Request

After aid year activating student, private loan will populate on private loan certification worklist.

Leave a note on the report that the student has been aid year activated.

Student Enrolled – SSN Mismatch Certification Request

If student SSN mismatches the certification request, student will need to update their SSN with ASU or lender.

Leave comment: PL thru Citizen’s Bank for $6208 on HOLD due to SSN discrepancy. Student will need to update prior to certification.

Send Counseling Communication:

We received a request for a private loan from Citizens Bank in the amount of $xxxx. We have placed your certification request on hold due to a discrepancy in your Social Security Number. Your SSN at ASU is different from the SSN at Citizens Bank. In order to process your private loan must either update your social security number with ASU or with Citizens Bank.

If your SSN is incorrect at ASU, you will need to print and complete the Student Demographic Correction Form at https://students.asu.edu/student-demographic-update, attach an enlarged legible copy of your Social Security card, and submit it to ASU Registrar Services.

If the SSN at Citizens Bank is incorrect, you will need to contact them to update it. Once the correction to your SSN is made, please advise our office and we will process your Private Loan Certification.

Student Enrolled – International Student Certification Request

The SSN for an international student will show as XXX-XX-XXXX.

For international students: Certify private loan in PeopleSoft Manually certify loan on ELM Update maintain originated loans Update View CL4 Response record Accept origination status

Update FaNet

▪ Login to FANet at https://sfao.asu.edu/▪ Select “Tools”▪ Select “Report Registry”▪ From “Area” drop down box select “Loans”▪ Select “Filter”▪ On the right side of the Title “4304 Private Loan

Certifications No SSN” click on the operation “record”

Update FaNet

▪ Complete information– Report Ran: Yes– Area: Loans– Academic Year: Applicable

AY– Returned Rows: Found on

error report– Continue to complete the

process for the remaining information accordingly

– Save