Pell Grant Lifetime Eligibility Use

1. Pell Grant Lifetime Eligibility Use By Larry Vu larryvu@ksu.edu

2. Public Law 112-74 • Called Consolidated Appropriation Act of 2012 • Passed in December 2011 • Amended HEA section 401(c)(5) reducing Federal Pell Grant from 18 semesters to 12 semesters • Includes all years student received Pell

3. 4 Categories of Pell LEU • Student not on the report • LEU greater than 450% but less than or equal to 500% • LEU greater than 500% but less than 600% • LEU 600% or higher

4. Common Origination Disbursement (COD) • Originally received PELL LEU here • Now through Central Processing System (CPS) • COD warning edit 177 • 450% ≤ X ≤ 600% • COD warning edit 178 • X ≥ 600% • COD is the system of record for the Pell Grant LEU

5. ISIR • Comment codes • 345 • High • 346 • Close to LEU limit • 347 • Meet or exceed the LEU limit • 348 • Are no longer close to or exceeding the LEU limit • SAR C Flag is set with 346 and 347

6. File From Department of Education • Original SSN • First 2 letter of last name • Transaction number • CPS date processed • Primary EFC • Last name • First name • Middle initial • Date of Birth • Current SSN • LEU • Email address • School code

7. Example • "Original SSN","Original Name Code","TransactionNumber","CPS Date Processed","Primary Expected Family Contribution","Applicant Last Name","Applicant First Name","Applicant Middle Name","Applicant Date of Birth","Current Social Security Number","Lifetime Eligibility Used","Student's E-Mail Address","Federal School Code" • 123456789,“MO","01",2013-02-01,0.00,“MOUSE",“MICKEY",“L",1975-06-05,123456789,599.992,“mickey@yahoo.com","001928" • 234567891,“MO","02",2013-03-14,0.00,“MOUSE",“MINNIE",“M",1975-06-05,234567891,525.000,“minnie@gmail.com","001928"

8. Example

9. Calculating Pell LEU • Identify EFC and determine annual amount • Pell Disbursement / Scheduled award = Annual percentage • 600% minus student’s percentage = Pell amount available • Pell not necessarily split evenly

10. Example • For 2013-2014, Johnny has a 0 efc. He is only attending your school and he is a full time student for both semesters. He is at 525% of his Pell LEU. How much Pell should your school award Johnny?

11. Answer • 600% – 525% = 75% • 5645 x 75% = 4233.75 • Fall semester Johnny receives $2,822.50 • Spring semester Johnny receives $1,411.25 • If your school rounded the Fall semester to $2,823, you will need to reduce your spring to $1,410 to stay under the 600%

12. More Pell • No minimum amount award • 0 efc with 599.982% is $1 • 5082 efc with 599.83% is $1 • Check before disbursing Pell • 15 days to report Pell adjustments to COD

13. Disputing Pell LEU Accuracy • Documentation from the institution stating student never attended or never received Pell there • If your school believes COD is not correct, contact Federal Student Aid’s COD School Relations Center at 1-800-474-7268 • Schools should not escalate the matter if the dispute does not reduce it to less than 600%

14. Disputing Pell LEU Accuracy • If an error is found (2008-2014), school must make corrections to COD and return the funds to G5 • Before 2008 aid year, contact CODSupport@ed.gov or 1-800-474-7268

15. What Students Need To Do • Current year FAFSA • Provide all documentation requested by the school including a signed and dated statement with: • Current school • School with inaccurate Pell • Award year and disputed amount • Reason the student believes Pell is inaccurate

16. What Schools Should Do with a Dispute • Check the Pell LEU on COD • Would the dispute bring the Pell LEU under 600%? • Check student’s date of birth and SSN • if there is discrepancy on either of these two items, the case should be escalated • Check for errors at your school and other schools • You will need to contact other school to determine if there was an error