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Transfer Student Monitoring (TSM)Process
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TSM Process: Financial Aid History - General Policy
• General regulations
-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
-Not required to respond to requests for FATs
-Assist colleagues by responding to inquiries
-Prescreening and postscreening continue to report on defaults, overpayments and aggregates
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TSM Process: School Responsibilities
• School responsibilities-Inform NSLDS of its mid-year transfers-Wait at least 7 days before disbursing aid
unless: Check NSLDSFAP.ed.gov; or Receive an Alert before 7 days expire
-Access alerts sent to school-Review student eligibility -Adjust scheduled disbursements if needed
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TSM Process: Steps
School informs NSLDS of students to be monitored (Inform)
NSLDS monitors data received and determines who to notify (Monitor)
NSLDS alerts new school of relevant changes (Alert)
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TSM Process:School Transfer Profile
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TSM Process: School Transfer Profile
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TSM Process: School Transfer Profile
• Email address to send alert notice:– New results are available - go to NSLDSFAP– New data file being sent - access SAIG mailbox– Could be group email address
• SAIG Mailbox of person to receive data file (only for schools wanting a file sent)
• Add contact person for Transfer Student Monitoring on Organization Contact List
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TSM Process: Who Is Monitored? (Inform)
• School tells NSLDS which students/applicants to monitor– Applicant identifiers
– Enrollment Begin Date - for the period for which aid is being awarded
– Monitor Begin Date (optional)
• Input methods (may use either or both):– Enter on NSLDSFAP
– Send data file to NSLDS8
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TSM Process: Batch Inform
• Batch file specifications (IFAP)– http://www.ifap.ed.gov
– SAIG message classes- TRNINFIN—School Inform file- TRNINFOP—Error/Acknowledgment file- TRLTRPOP—Alert - Report format- TRALRTOP—Alert - Extract format
• Any future additions to Batch File will be added to current “filler” space.
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TSM Process: Batch Inform
• Record length = 150 bytes• Header record• Detail record (one per student)
– Applicant identifiers– Enrollment Begin Date– Monitor Begin Date– Requesting a FAH, addition to the Inform List or Both– Remove applicant from monitoring list
• Allows school to delete student from list• One byte - ‘Y’ or ‘N’
• Trailer record18
TSM Process: Batch Error/Acknowledgement File
• Record length = 120 bytes• Header record• Detail record (one per error)
– Applicant identifiers– Field in Error– Error/Warning Code– Value of Field in Error
• Value that caused the Error/Warning code generation
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TSM Process: Batch Error/Acknowledgement File
• Trailer record– Includes total count each of errors and warnings– Includes total count each of records with errors and/or
warnings
• Errors vs. Warnings– Errors are values edits won’t allow
• School has not set up their School Transfer Profile• Invalid dates• School OPEID code does not exist• Non-numeric SSNs
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TSM Process: Batch Error/Acknowledgement File
– Warnings are values that might require review• Student SSN not found - student is not on NSLDS, but has
been added to school’s Transfer Monitoring list
• SSN found, but name &/or DOB submitted does not match. Student has been added to school’s Transfer Monitoring list
• Will be returned to school/servicer within 24 hours of Inform submittal– If not received:
• File was not readable by NSLDS - file not processed
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TSM Process: Monitor
• Is there new data affecting applicant’s eligibility?– New data means a new loan or Pell Grant was added or
changed for attendance at another school (since last ISIR or alert)
• New loan originated• New or cancelled disbursement on a loan• New or reduced Pell Grant Award• New or cancelled disbursement on a Pell Grant
– Data for attendance at school to which the applicant is transferring is not monitored
– Changes in default status or overpayments would continue as done currently (postscreening) so that all schools are notified
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TSM Process: Monitor
• Starts on Monitor Begin Date– Date student is added to list (default); or– Future date requested by school
• Ends on 91st day after Enrollment Begin Date– Stops automatically– Monitoring period duration will be evaluated
periodically to determine if it should be altered
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TSM Process: Alert
• NSLDS communicates results only to the school to which the applicant is transferring– The school that informed NSLDS
• Output methods:– NSLDSFAP
– Financial aid history data file - shows entire FA history
• Email notification that an Alert has been generated • Look for alerts on Thursday
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TSM Process: Batch Alert
• Record length = 260 bytes• Header record• Detail records
– Aggregates, match flags, MPN– Name history– Overpayment record(s)– Pell Grant payment record(s)– Loan detail record(s)
• Trailer record
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TSM Process: Audit Report
• Available under the Report tab of the NSLDSFAP web site
• 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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Transfer Student Monitoring Process cont.
• Statistics over the last year
-Schools with Profiles 3,477
-Schools with Inform records 3,065
-Number of students Monitored 488,334
-Number of unique Alerts 181,055
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NSLDS
Web sites:For Financial Aid Professionals:
www.NSLDSFAP.ed.govFor Students:
www.NSLDS.ed.govCustomer Service questions:
Call: 1-800-999-8219OR
e-mail: [email protected]
QUESTIONS ???
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