Transitioning from TG: Key Considerations and Resources for a Smooth Integration
This document outlines the essential considerations and activities for transitioning from TG, providing guidance on available reconciliation tools, notification processes, and ongoing support. Key topics include timelines for the transition, programming for financial aid management systems (FAMS), and detailed reporting procedures. Stakeholders will gain insights into the change transaction process, ongoing resources, and how to effectively communicate with students and parents during the change. This thorough approach ensures a seamless transition while maintaining support for both AW and non-AW schools.
Transitioning from TG: Key Considerations and Resources for a Smooth Integration
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Presentation Transcript
Winding Down: Transition from TG – Technical Considerations Jaime HernandezBusiness Integration Consultant, TG Eric Falkenbury Team Leader-Product Support Group, TG Clarissa Cuellar Business Integration Consultant, TG
Objectives • Transition considerations • Suggested activities • Available reconciliation tools • Ongoing TG tools
Transition considerations • Notification to TG • AdvanTG Web™ (AW) user profile review • Timelines • AW school support • Non-AW school support • Financial aid management systems (FAMS) programming • TG support and resources after transition • Reconciliation bill
AW schools • Upon notification: • Guarantees will discontinue • AW access will continue (for schools) • Change transaction processing • Reporting – AW and ad hoc • Records will continue to be refreshed • Lender manifest • TG changes • Electronic funds transfer (EFT) accounts will remain active • Online lists and School Fact Sheets will continue to be updated
Non-AW schools • After notification: • Guarantees will discontinue • EFT accounts will remain active • Refresh records will continue to be sent • Ad hoc reporting will still be available
Timelines – Plan ahead • Considerations • Reconciliation activities • Request for TG documentation • Staff training • FAMs programming • Discussions with IT, business office • Communication to students and parents
AW schools — Ongoing support • AW purge criteria • AW reports • Change transactions
Check purge criteria • Increase day range to max value • Review application, loans, and change transactions • If necessary, submit request for data recovery
Reports • Application Status Report • Application Reject Report • Credit Activity Report • Guaranteed Loan Information Report • Scheduled Disbursement Report • Expired EFT Report • Ad hoc reports • Disbursement reports
Change transactions • Change Transaction Detail Report • Change Transaction Response Report • Change Transaction Response Summary
Put loans • AW refreshes loan data upon receipt of lender manifest • One time only • Change transactions on Put loans
Alternative education loan processing • EFT disbursements • List Assist℠ • AW • Real-time Access (RTA)
Continuing TG resources • RTA • Integrated Default Assistant™ (IDA™) • List Assist
Notifying TG • Your Account Executive • (800) 252-9743 • Your Business Integration Consultant • Product Support Group • (800) 332-1455 • product.support@tgslc.org • Loan Guarantee Operations • (800) 446-5616 • lgo.helps@tgslc.org
