Transcript Document 7505328

Session 22
NSLDS - Transfer
Student Monitoring
Jim Yoder
&
Ron Bennett
Session Objectives
• Understand responsibility of
monitoring mid-year transfers
• Learn basic steps of Transfer
Student Monitoring (TSM) process
• Identify options for performing
TSM
2
What is Transfer Student
Monitoring (TSM)?
The process by which NSLDS provides
financial aid history information for midyear transfer students directly to schools
that request it.
3
Who is considered a mid-year
transfer?
• Students that transfer from one school to
another during the same award year (July 1June 30)
– Includes students who were enrolled at another
school on July 1 or later and subsequently
transferred to another school (summer school)
– Does not include students whose enrollment at
another institution ended during a previous
award year
4
How does the TSM process
help schools?
• Reduces administrative burden
• Manages student eligibility
information
• Notifies automatically when
changes affect eligibility
5
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 changes
6
TSM - Inform
• School informs NSLDS which
students to monitor
• Must Include:
– Applicant identifiers
– Enrollment Begin Date
– Monitor Begin Date (optional)
7
TSM - Inform
• Inform Input methods:
– Web
• Transfer Monitoring List
– Batch
• Send data file to NSLDS
• TRNINFIN – School batch inform file
• TRNINFOP – Error/Acknowledgment file
8
TSM - Inform
• Batch File
– Record length = 150 bytes
– Header, Detail and Trailer records
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TSM - Inform
• Batch File
– Detail Record (one per student)
• Applicant identifiers
• Enrollment Begin Date
• Monitor Begin Date
• Request Indicator
• Delete from Monitoring and Alert list
10
TSM - Inform
• After informing NSLDS of mid-year
transfers, a school must:
– Wait at least 7 days before disbursing aid
• Unless:
– School verifies financial aid history on
NSLDS web site
• Or:
– School receives an Alert during 7 day period
11
TSM - Monitor
What does NSLDS monitor?
• Changes in Pell Grant and Loan data
– New originations
– New, changed, or cancelled
disbursements
– Changes in award amounts
– Changes in Loan Outstanding Principal
Balance
12
TSM - Monitor
Why does NSLDS monitor?
• Because changes since the last
ISIR record or Alert was generated
could impact student’s eligibility.
13
TSM - Monitor
When does NSLDS monitor?
• From Monitor Begin Date
– Date student is added to list (default)
– Future date entered by school
• To the 91st day after Enrollment Begin
Date
– Stops automatically
14
TSM - Alert
What is an Alert?
The notification from NSLDS that
there has been a change that may
impact a student’s eligibility
15
TSM - Alert
Web Only
Batch Extract
Batch Report
FROM:<[email protected]>
FROM:<[email protected]>
Subject:
Transfer
Monitoring
Alert
from
NSLDS
Subject:
Transfer
Monitoring
Alert
from
NSLDS
FROM:<[email protected]>
NOTICE:
Subject:
Transfer Monitoring Alert from NSLDS
NOTICE:
An
Alert
been
generated
more
An Alert hashas
been
generated
forfor
oneone
or or
more
NOTICE:
students on your institution's Transfer,
onbeen
your
institution
Transfer
Anstudents
Alert
has
generated
for
one orthe
more
Monitoring
list.
Please download
Alert file
message
class
TRLTRPOP,
from
your
Monitoring
list.institution's
Please download
theMonitoring
AlertTIV
file,WAN
students
on your
Transfer
list.
mailbox to review. You may also review your
message
class
TRALRTOP,
WAN
Please
access
www.NSLDSFAP.ed.gov
review.
entire
Monitoring
Alert listfrom
at yourtoTIV
www.NSLDSFAP.ed.gov
mailbox to review. You may also review your
Monitoring
Alert
at- this- mailbox
Doentire
not
to this
Dorespond
not
respond
to address
thislist
address
this mailbox
is
not
monitored.
If
you
have
any
questions
is www.NSLDSFAP.ed.gov
not monitored. If you have any questions
regarding this e-mail, please call the NSLDS
regarding
this e-mail,
the NSLDS or
Customer
Serviceplease
Centercall
at 800-999-8219
e-mail
them
at
[email protected]
Do not respond
this address
- this mailbox
Customer
Service to
Center
at 800-999-8219
or
is not
monitored.
If you have any questions
e-mail
them
at [email protected]
Thank
you.
regarding
Thank
you. this e-mail, please call the NSLDS
Customer Service Center at 800-999-8219 or
e-mail them at [email protected]
Thank you.
16
TSM - Alert
When does NSLDS send an Alert?
• Weekly
How does NSLDS alert you?
• Email notification of Alert
Who does NSLDS alert?
• Only school(s) monitoring student
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TSM - Alert
Alert Output Methods:
• Web
• Monitoring Alert Review
• Batch
• TRLTRPOP – Report format
• TRALRTOP – Extract format
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TSM - Alert
• Batch File
– Financial aid history data file shows entire aid history
– Record length = 260 bytes
– Header, Detail and Trailer records
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TSM - Alert
• Batch File
– Detail Record includes:
• Aggregates, match flags, MPN
• Name history
• Overpayment record(s)
• Pell Grant payment record(s)
• Loan detail record(s)
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TSM - Getting Started
• Signup for TSM at
www.fsawebenroll.ed.gov
• Create School Transfer Profile
– Email address to send alert notice
– SAIG Mailbox of person to receive data
file
• Org tab
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TSM – Let’s go to the Web!
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TSM – Let’s Monitor a Student
Aimee is transferring to Hanners
University
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TSM – Let’s Monitor a Student
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TSM – Let’s Monitor a Student
25
TSM – Let’s Monitor a Student
Gary is also transferring to Hanners University
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TSM – Let’s Monitor a Student
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TSM – Let’s Monitor a Student
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TSM – Let’s Monitor a Student
29
TSM
Any student on your Transfer Monitoring List will
display an Information Icon on the Loan History and
Pell Grant pages
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TSM - Student Monitoring Detail
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TSM - Alert
There has been a change in Aimee’s
eligibility
A loan disbursement she received at her
previous school has just been reported
What happens now?
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TSM - Alert
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TSM - Transfer Monitoring Summary
Report
• Request from the Report tab
• Provides user with a list of students that received alerts and
whether the alert was for a loan or Pell change
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TSM - Resources
• GEN-01-09
• Transfer Student Monitoring User
Guide
• Transfer Student
Monitoring/Financial Aid History
Processes and Batch File Layouts
35
We appreciate your feedback and comments
We can be reached at:
• Phone: 1-800-999-8219
• Email: [email protected]
• Web sites:
For Financial Aid Professionals:
www.NSLDSFAP.ed.gov
For Students:
www.NSLDS.ed.gov
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