nslds - transfer student monitoring

NSLDS - Transfer Student Monitoring

Jim Yoder&

Ron Bennett

Session 22

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

• 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?

13

TSM - Monitor

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

Why does NSLDS monitor?

14

When does NSLDS 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

15

TSM - Alert

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

What is an Alert?

16

TSM - Alert 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.

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 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.

Batch Extract

Batch Report

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.

17

TSM - AlertWhen 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 - AlertAlert 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

Aimee is transferring to Hanners University

TSM – Let’s Monitor a Student

24

TSM – Let’s Monitor a Student

25

TSM – Let’s Monitor a Student

26

Gary is also transferring to Hanners University

TSM – Let’s Monitor a Student

27

TSM – Let’s Monitor a Student

28

TSM – Let’s Monitor a Student

29

TSM – Let’s Monitor a Student

30

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

TSM

31

TSM - Student Monitoring Detail

32

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

33

TSM - Alert

34

• 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

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