# Presentation: 318476

## Pam Eliadis

***Using NSLDS Reports and Tools***

## Agenda

- NSLDS Reports
- NSLDS Transfer Student Monitoring
- NSLDS Enrollment Reporting

## 
NSLDS REPORTS 

**NSLDS REPORTS**

## NSLDS REPORTS NSLDSFAP.ed.gov

- Assist in Default Management
- Assist with Exit Counseling
- Aid in Reporting Enrollment, Overpayments, and Transfers
- Monitor the Effectiveness/Timeliness of Enrollment Reporting by Staff or Servicers

## Slide 5

## Slide 7

## Extract or Report

## 1                                                     PRIVACY ACT OF 1974 (AS AMENDED)

**0Report ID: DER001                                     U.S. DEPARTMENT OF EDUCATION                Date: 10/02/2003**
** ****Page No. :      1                               NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS)         Time: 15:24:50**
**0                                                  DATE ENTERED REPAYMENT BY SCHOOL**
**0Report Parameters:  School OPEID:  00303200**
**                     ****Date Entered Repayment Begin:  01/01/2003**
**                     ****Date Entered Repayment End  :  05/30/2004**
** ****Sort Sequence:      SSN**
**0STUDENT----------------------------------------------------------------------  ------CURRENT STUDENT---------**
** ****SSN          First Name    MI  Last Name                           Birth Date  School    Servicer  Antic Comp**
** ****001-74-0000  JUSTIN        A   LIDERWOOD                           10/14/1981  00307800            11/22/02**
**0LOAN/OTHER AID----------------  --INTEREST--       -----------------------PLUS BORROWER----------------------**
** ****School    Date        Typ  Ind  Typ  Rate     GA   SSN          First Name    MI  Last Name**
** ****00307800  10/25/2000  SF   A    V     7.590%  755**
**0-ORIG-  -CURR-  --ENROLLMENT PERIOD---  --LOAN STATUS---  ACAD   --LOAN--  PRINCIPAL INTEREST  --DISB--  ----CANCEL----  ---LOAN---**
** ****Lender  Lender  Begin       End         Code  Date        Level   Amount    Balance   Balance   Amount    Amount   Code     DER**
** ****829443  833405  09/13/2000  06/09/2001  RP    04/23/2003  1      $  2,625  $  2,625  $     28  $  2,625               04/23/2003**
**0LOAN/OTHER AID----------------  --INTEREST--       -----------------------PLUS BORROWER----------------------**
** ****School    Date        Typ  Ind  Typ  Rate     GA   SSN          First Name    MI  Last Name**
** ****00307800  09/06/2001  SF   A    V     5.390%  755**
**0-ORIG-  -CURR-  --ENROLLMENT PERIOD---  --LOAN STATUS---  ACAD   --LOAN--  PRINCIPAL INTEREST  --DISB--  ----CANCEL----  ---LOAN---**
** ****Lender  Lender  Begin       End         Code  Date        Level   Amount    Balance   Balance   Amount    Amount   Code     DER**
** ****829443  833405  09/12/2001  06/08/2002  RP    04/23/2003  1      $  2,395  $    799  $      8  $    799  $  1,596**     04/23/2003

## Slide 10

## Slide 11

## Slide 12

## <footer>

- <date/time>

## Up to 19 

**Up to 19 **
**Student **
**Identifiers**
**can be**
**entered**

**Request for Financial Aid History Report**

## Slide 15

## Provides list and status of borrowers entered on NSLDS with overpayments 

** ****REPORT ID: OVP001                                   U.S. DEPARTMENT OF EDUCATION                      DATE: 10/07/2003**
** ****PAGE NO. :      1                             NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS)               TIME: 17:01:36**
**                                         ****OVERPAYMENT REPORT FOR SCHOOL BOISE STATE UNIVERSITY**
**0REPORT PARAMETERS: TYPE: ALL                             INDICATOR: ALL**
**                    ****BEGINNING CREATE DATE: 01/01/2000     ENDING CREATE DATE: 10/10/2003   SORT SEQUENCE: SSN**
**                    ****SUBMITTAL REQUEST DATE: 10/07/2003**
** ****________________________________________________________________________________________________________________________**
** ****SSN: xxx-66-4304    FIRST: CHRISTINA         MI: M      LAST: LAST                                     DOB: 01/20/1977**
** ****_______________________________________________________________________________________________________________________**
**  ****TYPE:    INDICATOR:                      DISB. DATE:   REPAY. DATE:   CREATE DATE:   SOURCE:     UPDATE DATE:**
**           ****UPDATED BY:**
*** ******PELL      REPAID                          06/06/2000     08/03/2000     07/26/2000    SCHOOL      08/11/2000***
***           ******DEBBIE       SANTIAGO***
*** ******__________________________________________________________________________________________________________________________***
** **

- Provides list and status of borrowers entered on NSLDS with overpayments

## Slide 17

## Provides date entered repayment and the last 3 loan statuses

** ****REPORT ID: SCHDF1                                   U.S. DEPARTMENT OF EDUCATION                                    DATE: 10/08/2003**
** ****PAGE #   :      1                            NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS)                              TIME: 12:53:59**
**                                                  ****BORROWER DEFAULT SUMMARY BY SCHOOL**
** ****REPORT PARAMETERS:  SCHOOL OPEID          : 01234568**
**                     ****LOAN STATUS BEGIN DATE: 05/12/2002**
**                     ****LOAN STATUS END DATE  : 05/12/2003**
**                     ****LOAN TYPES            : ALL**
** ****SORT SEQUENCE:      SSN**
** ****----------------------------------------------STUDENT---------------------------------------------**
** ****SSN: xxx-54-3x09  NAME: CARY         T BURNS                                BIRTH DATE: 11/19/1959**
** ****----------------------------------------------------------------LOAN----------------------------------------------------------------**
** ****DATE: 07/11/1996  TYPE: SF   LOAN PERIOD: 08/24/1996 - 05/08/1997   FFEL DUPLICATE IND: A   INTEREST TYPE: V  INTEREST RATE:  0.000%**
** ****GA: 800   ORIGINAL LENDER: 803335  CURRENT LENDER: 824690  SERVICER: 700191   ACADEMIC LEVEL: 1  DATE ENTERED REPAYMENT: 05/10/2000**
** ****AMOUNT: $  2,600  OPB: $  3,054  OIB: $     49  TOTAL DIS: $  2,600  TOTAL CANCEL: $      0      STATUS: DF  STATUS DATE: 04/25/2003**
**                                                                                                  ****STATUS: RP  STATUS DATE: 05/09/2000**
**                                                                                                  ****STATUS: ID  STATUS DATE: 08/24/1996**
** ****DATE: 03/06/1996  TYPE: SF   LOAN PERIOD: 01/06/1996 - 05/02/1996   FFEL DUPLICATE IND: A   INTEREST TYPE: V  INTEREST RATE:  0.000%**
** ****GA: 800   ORIGINAL LENDER: 803335  CURRENT LENDER: 824690  SERVICER: 700191   ACADEMIC LEVEL: 1  DATE ENTERED REPAYMENT: 05/10/2000**
** ****AMOUNT: $  2,400  OPB: $  2,819  OIB: $     45  TOTAL DIS: $  2,400  TOTAL CANCEL: $      0      STATUS: DF  STATUS DATE: 04/25/2003**
**                                                                                                  ****STATUS: RP  STATUS DATE: 05/09/2000**
**                                                                                                  ****STATUS: ID  STATUS DATE: 01/06/1996**
**  **

## Slide 19

## ENROLLMENT REPORTING SUMMARY REPORT

** ****PAGE #   :      1                            01234500   TECHNICAL & COMMUNITY COLLEGE –  GOLDEN CAMPUS**
**BEGIN DATE: 01/01/2002  END DATE: 10/07/2003**
**         ****ACTIVITY    ****             DATE         METHOD      VALID RECORDS     ERROR RECORDS      TOTAL RECORDS      TRANSFER RECORDS**
**       ****DISTRIBUTION       01/02/2002     BATCH                NA                               NA                               121                                       NA**
**       ****UPDATE                  01/15/2002     BATCH               121                                10                               111**
**       ****DISTRIBUTION       03/01/2002     BATCH                NA                                NA                                10**
**       ****UPDATE                  03/01/2002     BATCH                 10                                NA                                10                                        NA**
**       ****DISTRIBUTION       05/01/2002     BATCH                NA                                NA                                  0                                        NA**
**       ****DISTRIBUTION       07/01/2002     BATCH                NA                                NA                                  0                                        NA**
**       ****DISTRIBUTION       09/02/2002     BATCH                NA                                NA                                  0                                        NA**
**       ****DISTRIBUTION       11/01/2002     BATCH                NA                                NA                                  3                                        NA**
**       **

**ENROLLMENT REPORTING SUMMARY REPORT**

- Provides dates and methods of enrollment reporting

## Up to 50 

**Up to 50 **
**Student SSNs **
**can be entered**

## Slide 22

## Slide 23

## Provides students on school’s monitoring list and any alert information.

** ****REPORT ID:  SCH07B                                  U.S. DEPARTMENT OF EDUCATION                                  DATE:  10/08/2003**
** ****PAGE NO  :       1                            NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS)                           TIME:  09:02:22**
**                                                  ****TRANSFER MONITORING SUMMARY REPORT**
**                                                      ****UNIVERSITY OF SMITHVILLE**
** ****REPORT PARAMETERS: SCH/BR CODE: 00000900     RANGE TYPE: MONITOR BEGIN DATE                DATE RANGE: 01/01/2003 - 10/10/2003**
** ****------------------------------------------------------------------------------------------------------------------------------------**
**                                                                             ****MONITOR   ENROLL PERIOD  ALERT TYPE   ALERT**
**     ****SSN      FIRST NAME   LAST NAME                               DOB      BEGIN DATE   BEGIN DATE   LOAN PELL    DATE**
** ****------------------------------------------------------------------------------------------------------------------------------------**
** ****XXX-X6-3178  ELIZABET     BOOLER                               02/08/1981  07/02/2003   06/13/2003     N   N**
** ****052-X0-8347  FRANK        BRADY                                09/09/1982  07/02/2003   06/13/2003     N   N**
** ****052-X0-8347  FRANK        BRADY                                09/09/1982  06/04/2003   06/10/2003     N   N**
** ****123-X4-8XX8  BERNECE      GLITCH                               09/24/1983  08/19/2003   08/25/2003     N   N**
** ****13X-84-8718  FRANKI       GOLDEN                               10/11/1982  05/27/2003   05/12/2003     N   N**
** ****XXX-64-0X14  VANESSA      SCHWARTS                             12/23/1976  07/02/2003   06/13/2003     N   N**
** ****XXX-46-4489  MARY ELLEN   MARKO                                07/03/1955  05/08/2003   05/12/2003     N   Y   05/14/2003**

## TRANSFER STUDENT MONITORING 

## TSM General Policy

**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**

## TSM General Policy

**Prescreening and postscreening continue to report on defaults, overpayments and aggregates**
**Main campus can perform TSM function for branch campus**

## TSM: Steps

**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

## 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

- 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

## TSM: Alert

- NSLDS communicates results only to the school to which the applicant is transferring
- Output methods:
- NSLDSFAP
- Financial aid history data file - shows entire FA history
- Look for alerts on Thursday

##  School Transfer Profile

** ****School Transfer Profile**

##  School Transfer Profile

** ****School Transfer Profile**

## Slide 33

## Slide 34

## Slide 35

## Slide 36

## Slide 37

## Slide 38

## ENROLLMENT REPORTING

## Enrollment Reporting Process:  Objectives

- NSLDS began tracking enrollment in 1996
- All participating Title IV Schools must do electronic enrollment reporting with NSLDS
- Enrollment status determines eligibility

## Enrollment Submittal ProcessBatch Files (Blue) & Web (In Box) 

## Enrollment Reporting Benefits	

- Enrollment status determines eligibility for in-school status, deferment, grace periods, and repayments.
- Determines government payment of interest subsidies
- Enrollment information reported to guarantors, lenders, and servicers

## Steps for Schools

- Enrollment Status Reporting
-      Batch or Online
-      Update/Add capability
- Enrollment History
-       Summary/Detail/Timeline
- Enrollment Reporting Schedule           Create new/modify current schedule

## On-line Enrollment Reporting:www.NSLDSFAP.ed.gov

- Online updates as of October 1, 2004
- Total on-line updates = 2,033,048
- Number of unique schools reporting enrollment = 2,907
- Average updates monthly in 2004 = 75,848
- Most updates in a month – 94,332 (January ’04)

## Menu Options:Enrollment Summary	Enrollment Add/Enrollment Update – visible 		only to schools				Enrollment Reporting Schedule

**Enroll Tab**

## Enrollment Summary

## Enrollment Detail With Display Option of “Reported By: Schools”

## Enrollment ReportingOnline Add and Update

- Schools may:
- Add students to their portfolio using simple identifiers
- Retrieve the complete portfolio of students
- Certify enrollment status in “real time”
- Select “Enrollment Update” or  “Enrollment Add” from the menu

## Enrollment Add

- Up to 30 students may be added at a time
- Blank boxes for SSN, First Name, and Date of Birth
- If just SSN is entered, the user is asked to confirm identifiers to ensure correct student has been retrieved

- Menu option allows a school to add students to their roster

## Clicking on the Enrollment Add Menu Item Returns a Blank Add Page

- (30 lines would display)

## Blue Information Icon

## 
May retrieve one student, a select group, or entire portfolio, 30 at a time
Sort selections allow great flexibility in retrieving student records
Portfolio of students to certify enrollment

- May retrieve one student, a select group, or entire portfolio, 30 at a time
- Sort selections allow great flexibility in retrieving student records
- Portfolio of students to certify enrollment

**Enrollment Update**

## Enrollment Update Allows Narrowing the List or Retrieving the Entire Portfolio

## Students Are Retrieved Based on Search Criteria to an Enrollment Maintenance Screen

## Enrollment Reporting Schedule 

**Create/Modify**

- Both schools and data providers have the ability to     determine _when_ to receive output from NSLDS.
- Schools determine when to receive Roster files, as often as weekly.
- Schedule Create allows the schedule to be deleted and a new one created. Schedule modify allows changes to any aspect of the reporting schedule.

## Enrollment Reporting Schedule Displays Current Schedule

## Create Schedule

## Modify Schedule 

## Schedule rosters to coincide with institution academic calendar
Report withdrawals and drops below half time online, allowing students to maximize grace period
Sign up new branches for enrollment reporting prior to awarding or disbursing loans

- Report withdrawals and drops below half time online, allowing students to maximize grace period
- Sign up new branches for enrollment reporting prior to awarding or disbursing loans

**Enrollment Reporting Tips:**

## ASSISTANCEandRESOURCES

- ASSISTANCEandRESOURCES

## NSLDS Customer Service Center
1-800-999-8219

nslds@pearson.com

- 1-800-999-8219
**nslds@pearson.com**

## NSLDS Message Classes

**FAH/TSM**
- TRNINFIN	School Inform File
- TRNINFOP	Err/Ackn file
- TRLTRPOP	Alert (Report)
- TRALRTOP	Alert(Extract)
- FAHREPOP	FAH Report Result
- FAHEXTOP	FAH Extract Result
**SSCR**
- SSCRXXOP	SSCR Initial Roster
- SSCRXXIN	Updated SSCR Roster –or- Corrected Err/Ackn
- SSCEXXOP	Error/Acknowledgement
- SSCMXXIN	Adhoc –or- Corrected Err/Ackn returned
-                              w/ SSCR 32Bit Software
**ECDR**
- SHDRLROP	Cohort Default Rate Letter
- SHCDREOP	School Cohort Default Rate Loan Record Detail (Extract)
- SHCDRROP	School Cohort Default Rate Loan Record Detail (Report)

**PERKINS**
- SHSLDSIN	Used to send Submittal File
- SHSLDSOP	3rd Level Error File for DOS Dataprep
- SLDERROP	Load Processing Error File (3rd Level)
- SHSNTFOP	Error Submittal Summary Notification
-                            (Sent if File is not received or does not process.)
- SLNDTLOP	Loan Detail File sent by special arrangement to
-                              the Customer
- TEFFILOP	Threshold, Error, and Field Codes

## Tips for printing reports

## www.ifap.ed.gov

-  Enrollment Reporting Guide
-  Data Provider Instructions
-  File layouts
-  Federal Regulations
-  Dear Colleague Letters
-  Technical Updates