nslds - transfer student monitoring
DESCRIPTION
Session 22. NSLDS - Transfer Student Monitoring. Jim Yoder & Ron Bennett. Session Objectives. Understand responsibility of monitoring mid-year transfers Learn basic steps of Transfer Student Monitoring (TSM) process Identify options for performing TSM. - PowerPoint PPT PresentationTRANSCRIPT
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:<[email protected]>
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 [email protected]
Thank you.
Web Only
FROM:<[email protected]>
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 [email protected]
Thank you.
Batch Extract
Batch Report
FROM:<[email protected]>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 [email protected] 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: [email protected]
• Web sites:
For Financial Aid Professionals:
www.NSLDSFAP.ed.gov
For Students:
www.NSLDS.ed.gov