# Presentation: 205144

## NSLDS - Transfer Student Monitoring 

- Jim Yoder
- &
- Ron Bennett

**Session 22**

## Session Objectives

**Session Objectives**

- Understand responsibility of monitoring mid-year transfers
-  Learn basic steps of Transfer Student Monitoring (TSM) process
-  Identify options for performing TSM

## What is Transfer Student Monitoring (TSM)?

- The process by which NSLDS provides financial aid history information for mid-year transfer students directly to schools that request it.

## Who is considered a mid-year transfer?

- Students that transfer from one school to another during the same award year (July 1-June 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

## How does the TSM process help schools?

- Reduces administrative burden
- Manages student eligibility information
- Notifies automatically when changes affect eligibility

## 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

## TSM - Inform

- School informs NSLDS which students to monitor
- Must Include:
- Applicant identifiers
- Enrollment Begin Date
- Monitor Begin Date (optional)

## TSM - Inform

- Inform Input methods:
- Web
- Transfer Monitoring List
- Batch
- Send data file to NSLDS
- TRNINFIN – School batch inform file
- TRNINFOP – Error/Acknowledgment file

## TSM - Inform

- Batch File
- Record length = 150 bytes
- Header, Detail and Trailer records

## 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

## 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

## TSM - 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

- What does NSLDS monitor?

## TSM - Monitor

- Because changes since the last ISIR record or Alert was generated could impact student’s eligibility.

- Why does NSLDS monitor?

## TSM - Monitor

**TSM - 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

## TSM - Alert

- The notification from NSLDS that there has been a change that may impact a student’s eligibility

- What is an Alert?

## TSM - Alert

## 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

## TSM - Alert

- Alert Output Methods:
-  Web
-  Monitoring Alert Review
-  Batch
-  TRLTRPOP – Report format
-  TRALRTOP – Extract format

## TSM - Alert

- Batch File
- Financial aid history data file - shows entire aid history
- Record length = 260 bytes
- Header, Detail and Trailer records

## 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)

## TSM - Getting Started

- Signup for TSM at _[www.fsawebenroll.ed.gov](http://www.fsawebenroll.ed.gov/)__ _
-  Create School Transfer Profile
-  Email address to send alert notice
-  SAIG Mailbox of person to receive data file
-  Org tab

## TSM – Let’s go to the Web!

## TSM – Let’s Monitor a Student

**TSM – Let’s Monitor a Student**

## TSM – Let’s Monitor a Student

**TSM – Let’s Monitor a Student**

## TSM – Let’s Monitor a Student

**TSM – Let’s Monitor a Student**

## TSM – Let’s Monitor a Student

- Gary is also transferring to Hanners University

**TSM – Let’s Monitor a Student**

## TSM – Let’s Monitor a Student

**TSM – Let’s Monitor a Student**

## TSM – Let’s Monitor a Student

**TSM – Let’s Monitor a Student**

## TSM – Let’s Monitor a Student

**TSM – Let’s Monitor a Student**

## TSM

- Any student on your Transfer Monitoring List will display an Information Icon on the Loan History and Pell Grant pages

**TSM**

## TSM - Student Monitoring Detail

**TSM - Student Monitoring Detail**

## 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?

**Alert**

**TSM - Alert**

## TSM - Alert

**TSM - Alert**

## 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

**TSM - Transfer Monitoring Summary Report     **

## TSM - Resources

- GEN-01-09
- Transfer Student Monitoring User Guide
- Transfer Student Monitoring/Financial Aid History Processes and Batch File Layouts

## We appreciate your feedback and comments

-  We can be reached at:

-  Phone: 1-800-999-8219
-  Email:  nslds@pearson.com
-  Web sites:
- 	For Financial Aid Professionals:
- 		www.NSLDSFAP.ed.gov
- 	For Students:
- 		www.NSLDS.ed.gov