nslds reports...date entered repayment report • date entered repayment vs. anticipated completion...
TRANSCRIPT
Session 24
NSLDS Reports
Pam Eliadisand
Andrea Wise
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Session Agenda
• Experience what NSLDS web reports are available
• Understand the data provided in each report
• Identify ways to incorporate the reports into FAA processes
• Observe steps required to request and download reports
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How can NSLDS Web Reports Help You Help Your Students?• Assist in Default Management• Assist with Exit Counseling• Aid in Reporting Enrollment,
Overpayments, and Transfers• Monitor the Effectiveness/Timeliness
of Enrollment Reporting and Transfer Monitoring by Staff or Servicers
Where are the NSLDS Web Reports?
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What Information is in the NSLDS Web Reports?
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Extract or Report
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Date Entered Repayment Report
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What is in this
Report?
Date Entered Repayment Report• Student/Borrower Information• GA and Lender Information• PLUS Borrower Information• Loan Information
– Outstanding Principal and Interest Balance– Loan Type and Current Loan Status– Loan Period– Date Entered Repayment
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How does this Report
Help?
Date Entered Repayment Report• Date Entered Repayment vs. Anticipated
Completion Date• Help Students with Entering Repayment• Offer Assistance
– Selecting a Repayment Plan– Consolidation Options– Deferment/Forbearance
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School Repayment Information Loan Detail
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School Repayment Information Loan Detail
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School Repayment Information Loan Detail• Student/Borrower Information• GA and Lender Information• Loan Information
- Outstanding Principal and Interest Balance- Loan Type and Current Loan Status- Loan Period- Date Entered Repayment
• Enrollment Data
What is in this
Report?
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How does this Report
Help?
School Repayment Information Loan Detail• Same Layout as the Loan Record Detail Report• Default Prevention Tool• Contact Borrowers in Repayment
– Obtain Feedback– Offer Assistance– Educate on Default
• Contact Defaulted Borrowers– Offer options for Resolving Default
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School Cohort Default Rate History Report
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What is in this
Report?
School Cohort Default Rate History Report• Student/Borrower Information• GA and Lender Information• Loan Information
– Outstanding Principal and Interest Balance– Loan Type and Current Loan Status– Loan Period– Date Entered Repayment
• Enrollment Data
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How does this Report
Help?
• Loan Record Back-up Detail (LRDR)• Provides Back-up Detail for Cohort
Default Rates• Used to Verify the Accuracy
of Cohort Default Rates• Make a Challenge for a Correction to
the data at Draft Rates
School Cohort Default Rate History Report
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Request for Financial Aid History
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What is in this
Report?
Request for Financial Aid History • Student/Borrower Information• GA and Lender Information• PLUS Borrower Information• Loan Information
– Aggregate Information– Outstanding Principal and Interest Balance– Loan Type and Current Loan Status– Loan Period– Date Entered Repayment
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Request for Financial Aid History
• Pell Information• Overpayment Information
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How does this Report
Help?
Request for Financial Aid History
• Used to determine Title IV Eligibility• Create Baseline to monitor changes• Use with ISIR Loan History
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School Overpayment Report
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What is in this
Report?
School Overpayment Report• Student Information• Overpayment Information
– Aid Type– Disbursement Date– Repayment Date– Create Date– Source– Update Date
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How does this Report
Help?
School Overpayment Report
• Track Overpayments• Monitor Timeliness of
Overpayment Reporting• Ensure Accuracy of Overpayments
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Borrower Default Summary Report
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What is in this
Report?
Borrower Default Summary Report• Loans with a Defaulted Loan Status• Borrower Information• GA and Lender Information• Date Entered Repayment• Balance Information• Loan Status History
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How does this Report
Help?
Borrower Default Summary Report• Contact Borrowers in Default• Advise Defaulted Borrowers
– Resolving Default– Consolidation Options– Deferment/Forbearance– Default Trends
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Enrollment Reporting Summary Report
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What is in this
Report?
Enrollment Reporting Summary Report• Activity Type• Date• Error/Passage Information
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How does this Report
Help?
Enrollment Reporting Summary Report• Monitor Timeliness of Enrollment• Useful for Internal Auditors• Oversight of Servicers
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Exit Counseling by SSN
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Exit Counseling
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What is in this
Report?
Exit Counseling by SSN and Exit Counseling
• Student/Borrower Information• PLUS Borrower Information• Loan Information
– Outstanding Principal and Interest Balance– Interest Rate– Loan Type and Current Loan Status– Loan Period– Date Entered Repayment
• GA, Lender and Lender Servicer Contact Information
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How does this Report
Help?
• Use to Assist with Exit Counseling Efforts– Borrower Responsibility– Repayment Plan Options–Choosing a Repayment Plan–Deferment and Forbearance Options
Exit Counseling by SSN and Exit Counseling
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Transfer Monitoring Summary Report
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What is in this
Report?
• Student Information• Transfer Monitoring Information
– Monitor Begin Date–Enrollment Period Begin Date– Alert Type– Alert Date
Transfer Monitoring Summary Report
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How does this Report
Help?
• Useful as a Management Tool• Track Alerts Generated for
Students
Transfer Monitoring Summary Report
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How do you Run and Download a NLSDS Web
Report?
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Select Your Report
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Running and Downloading your Report
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Failed Report
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Confirm Your Parameters
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Successful Submission
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Report Log
Requested By: ERIC HARDY Begin Date/Time:
08/30/2005 9:46:07 AM
Output Medium: SAIG End Date/Time:
08/30/2005 10:05:02 AM
Sort: 1 Report Type: Extract
Parameters: 00307800;05/01/2005;05/30/2005
00307800;02/02/2005;03/05/2005Parameters: ExtractReport Type: 1Sort:
08/29/2005 2:31:27 PM
End Date/Time: SAIGOutput Medium:
08/29/2005 2:19:53 PM
Begin Date/Time: BECKY MOORERequested By:
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SAIG Tool – TDCommunity Manager
• http://www.saigportal.ed.gov/saigprod/portal.jsp
• Gives you the ability to:– Monitor Student Aid Internet Gateway (SAIG)
network traffic– Restore previously received files– Change your SAIG Password– Displays files that failed the “mailboxing”
process and the cause of the error
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SAIG Mailbox Tool
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Running and Downloading your Report• Every NSLDS Logon is associated
with an individual TG Number• EDconnect must be associated with
YOUR TG Number in order to download the report that you have run
• Questions should be directed to CPS/SAIG Technical Support at 1-800-330-5947
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EDconnect
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EDconnect
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EDconnect
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EDconnect
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EDconnect
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EDconnect
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EDconnect
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EDconnect
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EDconnect
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EDconnect
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EDconnect
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EDconnect
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Message Class Web Report Description/Selection Report ID
AHSLDSOP/AHSLDEOP Date Entered Repayment (Report/Extract) DER001
SHNOTROP School Repayment Information Loan Detail (Report) DRC015
SHNOTEOP School Repayment Information Loan Detail (Extract) DRC015
SHCDRROP School Cohort Default Rate History Report (Report) DRC035
SHCDREOP School Cohort Default Rate History Report (Extract) DRC035
FAHREPOP Financial Aid History (Report) FAT001
FAHEXTOP Financial Aid History (Extract) FAT001
AHSLDSOP/AHSLDEOP School Overpayment Report (Report/Extract) OVP001
AHSLDSOP/AHSLDEOP Default Loan Summary Report (Report/Extract) SCHDF1
AHSLDSOP Enrollment Reporting Summary Report (Report) SCHER1
AHSLDSOP/AHSLDEOP Exit Counseling by SSN (Report/Extract) SCH01A
AHSLDSOP/AHSLDEOP Exit Counseling (Report/Extract) SCH01B
AHSLDSOP/AHSLDEOP Transfer Monitoring Summary Report (Report/Extract) SCH07B
Message Classes
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File Browser
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Formatting the Report
In Microsoft Word:• Font: Courier New• Font Size: 8• Print Layout: Landscape• Margins:
– Top = 1“, Bottom = 1“, Left = 0.7“, Right = 0.7“ Gutter = 0"
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Successful Report
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Formatting the Extract in Excel• Change the file name to a text (.txt) file
format• Open Microsoft Excel and open the .txt
file• Select Fixed width format and format
the file accordingly• Save the file in Excel (.xls) format
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We appreciate your feedback and comments.We can be reached at:
Contact Information
• Phone: 800-999-8219• Fax: 785-838-2154• Web: www.nsldsfap.ed.gov• Email: [email protected]