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NSLDS - Transfer Student Monitoring

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  1. Session 22 NSLDS - Transfer Student Monitoring Jim Yoder & Ron Bennett

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

  3. 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.

  4. 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

  5. How does the TSM process help schools? • Reduces administrative burden • Manages student eligibility information • Notifies automatically when changes affect eligibility

  6. 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

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

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

  9. TSM - Inform • Batch File • Record length = 150 bytes • Header, Detail and Trailer records

  10. 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

  11. 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

  12. 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

  13. TSM - Monitor Why does NSLDS monitor? • Because changes since the last ISIR record or Alert was generated could impact student’s eligibility.

  14. 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

  15. TSM - Alert What is an Alert? • The notification from NSLDS that there has been a change that may impact a student’s eligibility

  16. FROM:<nslds@pearson.com> Subject: Transfer Monitoring Alert from NSLDS NOTICE: An Alert has been generated for one or more students on your institution's Transfer Monitoring list. Please access www.NSLDSFAP.ed.gov to review. Do not respond to this address - this mailbox is not monitored. If you have any questions regarding this e-mail, please call the NSLDS Customer Service Center at 800-999-8219 or e-mail them at nslds@pearson.com Thank you. FROM:<nslds@pearson.com> Subject: Transfer Monitoring Alert from NSLDS NOTICE: An Alert has been generated for one or more students on your institution Transfer Monitoring list. Please download the Alert file, message class TRALRTOP, from your TIV WAN mailbox to review. You may also review your entire Monitoring Alert list at www.NSLDSFAP.ed.gov Do not respond to this address - this mailbox is not monitored. If you have any questions regarding this e-mail, please call the NSLDS Customer Service Center at 800-999-8219 or e-mail them at nslds@pearson.com Thank you. Web Only FROM:<nslds@pearson.com> Subject: Transfer Monitoring Alert from NSLDS NOTICE: An Alert has been generated for one or more students on your institution's Transfer, Monitoring list. Please download the Alert file message class TRLTRPOP, from your TIV WAN mailbox to review. You may also review your entire Monitoring Alert list at www.NSLDSFAP.ed.gov Do not respond to this address - this mailbox is not monitored. If you have any questions regarding this e-mail, please call the NSLDS Customer Service Center at 800-999-8219 or e-mail them at nslds@pearson.com Thank you. Batch Extract Batch Report TSM - Alert

  17. 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

  18. TSM - Alert • Alert Output Methods: • Web • Monitoring Alert Review • Batch • TRLTRPOP – Report format • TRALRTOP – Extract format

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

  20. 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)

  21. 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

  22. TSM – Let’s go to the Web!

  23. TSM – Let’s Monitor a Student Aimee is transferring to Hanners University

  24. TSM – Let’s Monitor a Student

  25. TSM – Let’s Monitor a Student

  26. TSM – Let’s Monitor a Student Gary is also transferring to Hanners University

  27. TSM – Let’s Monitor a Student

  28. TSM – Let’s Monitor a Student

  29. TSM – Let’s Monitor a Student

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

  31. TSM - Student Monitoring Detail

  32. 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

  33. TSM - Alert

  34. 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

  35. TSM - Resources • GEN-01-09 • Transfer Student Monitoring User Guide • Transfer Student Monitoring/Financial Aid History Processes and Batch File Layouts

  36. 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