Obtaining Delinquent Borrower and School Portfolio Reports from NSLDS

Transcription

1 Obtaining Delinquent Brrwer and Schl Prtfli Reprts frm NSLDS Yu may use the NSLDS Prfessinal Access Web site t request detailed delinquent brrwer and schl lan prtfli infrmatin fr students that are attending r attended yur schl. Once the request has been made via the NSLDS Web site, the detailed file frmat is delivered t the Student Aid Internet Gateway (SAIG) mailbx assciated with the FSA nline User ID making the request. EDcnnect sftware is used t dwnlad the detailed file frmat frm the user s SAIG mailbx. Therefre, in rder t request detailed file frmat delinquent brrwer infrmatin, the requestr must have an FSA User ID, an SAIG accunt, and EDcnnect sftware. (Fr help in btaining IDs and sftware, cntact CPS/SAIG Technical Supprt at ) Step 2: Once lgged n t NSLDS, select the Reprt tab frm the menu bar at the tp f the screen. Step 3: Under the Reprt functin, click n the blue number bx t the left side f the screen fr Delinquent Brrwer Reprt, r Schl Prtfli Reprt. SUBMITTING THE REQUEST TO NSLDS Step 1: Lg n t the NSLDS Prfessinal Access Web site by entering yur FSA User ID and passwrd and clicking Click t Cntinue. Address: Read the Privacy Act statement and cnfirm that yu are an authrized user f NSLDS and that yu will adhere t the Privacy Act by clicking I Agree. Page

2 Step 4: Set the reprt parameters n the next page that appears. Reprt Frmat. The Delinquent Brrwer (DELQ01) reprt gives yu the ptin f receiving the data in Extract r Reprt frmat. With an extract a schl can custmize the data by querying and srting the repayment infrmatin based n the schl s individual needs. A reprt can be accessed using standard wrd prcessing sftware. Reprt Parameters DELQ01. Schl Branch ID DELQ01. Reprt will shw all the reprted delinquent lans at the six digit OPEID level (leave the asterisk (*) in the branch ID field) r enter a branch lcatin by including the eight digit OPEID. Federal Lan Servicer DELQ01. Reprt will shw the delinquent lans reprted by the selected servicer. Leave * (default) t select all federal lan servicers. Use the Org Search buttn next t this field fr a list f all currently available servicers. Chrt Year DELQ01. Reprt will shw all delinquent lans falling under the specified Chrt Year. Leave * (default) t select all Chrt Years. Delinquency Perid DELQ01. Delinquency Perid will shw all delinquent lans falling under the specified Perid. A single Delinquency Perid r a cmbinatin f perids may be selected. Perids that are nt selected (nt marked as Yes) will autmatically default t N. Extract Type DELQ01. Batch file frmat in which the infrmatin is sent as a "string" f data. Cmma Delimited raw data dcument similar t a Fixed Width reprting type. Hwever, with Cmma Delimited, the fields are separated by cmmas, rather than an explicit number f spaces. Standard raw data dcument generated in a fixed width reprting frmat.. Date Entered Repayment Begin and End date range (SCHPR1). Reprt will shw DL r FFEL lan wh are scheduled t g int repayment during Page

3 Srt By DELQ01 Select SSN srts the brrwers in Scial Security Number rder. Or, Last/First Name srts by the brrwer s last and first name the specified date range. Enter repayment begin and end date range f three years r less. Ranges greater than 3 years will nt prduce results and nt infrmatin will be returned. Lan Status (SCHPR1) A user can receive select all lans r limit the number f Lans return based n the Lan status categry selected. Reprt Frmat. The Schl Prtfli (SCHPR1) reprt is available in Extract frmat nly. With an extract a schl can custmize the data by querying and srting the repayment infrmatin based n the schl s individual needs. Reprt Parameters (SCHPR1). Schl Branch ID (SCHPR1). Reprt will shw all Direct Lans and FFEL lans at the six digit OPEID level (leave the asterisk (*) in the branch ID field) r enter a branch lcatin by including the eight digit OPEID. Payment Suspended AL Abandned lan All Open and Clse Lans Open Disability DI Disability VA Disabled Veteran Discharged Clsed All Clsed lans Defaulted DB Defaulted, Then Bankrupt, Active, Chapter 13 DF Defaulted, Unreslved DL Defaulted, In Litigatin DO Defaulted, Then Bankrupt, Active, Other DU Defaulted, Unreslved DX Defaulted, Six Cnsecutive Payments DT Defaulted, Cllectin Terminated DZ Defaulted, Six Cnsecutive Payments, Then Missed Payment(s) FR Fraud XD Defaulted, Six Cnsecutive Payments In Schl IA Lan Originated ID In Schl r Grace Perid IG In Grace Perid IM In Military Grace Open All Open Lans Page

4 BK Bankruptcy, Active DA Deferred FB Frbearance In Repayment RP In Repayment UA Temprarily uninsured lan nt in default UB Temprarily uninsured lan in default Un reinsured UC Permanently Uninsured / Un reinsured lan nt in default Lan Prgram Type (SCHPR1). A user can receive all lans (select Bth ) r limit the number f Lans return by selecting the Direct Lan Prgram r FFEL lan prgram. Step 5: Select Submit and Verify that the infrmatin is crrect and click Cnfirm. A message will appear indicating the request was successfully submitted. If the repayment infrmatin is requested befre 10 a.m. EST, the file will usually be available by the end f that business day. If the repayment infrmatin is requested after 10 a.m. EST, the file will usually be available by the next business day. After cmpleting these steps, a schl can return t Step 4 and select the ther ptin if the schl s wishes. That is, a schl that selects an extract at Step 4 can return t that step and als select a reprt; r request data with different criteria, such as delinquency dates r lan types. Srt By (SCHPR1) Select SSN srts the brrwers in Scial Security Number rder. Or, Last/First Name srts by the brrwer s last and fist name.. Page

5 Dwnlading Delinquent Brrwer and Schl Prtfli Reprt Infrmatin frm the SAIG Mailbx Befre dwnlading the delinquent brrwer infrmatin r schl prtfli infrmatin frm the SAIG mailbx, ensure the TG# mailbx assciated with the FSA User ID yu used when lgging n t the NSLDS website is set up in the EDcnnect sftware. If this has nt been dne, cntact CPS/SAIG Technical Supprt at Step 1: Lg nt the EDcnnect sftware using the User ID assciated with the FSA User ID that made the request fr repayment infrmatin. Step 2: Select Nw frm the Transmissin menu. Step 3: Once EDcnnect has finished prcessing the Transmissin Nw request, select Mailbx Query frm the New ptin n the File menu. Step 5: Place a check mark in the Mve t TQ clumn next t the message class assciated with the requested repayment infrmatin. Step 6: Select Nw frm the Transmissin menu. EDcnnect will dwnlad the file t the designated directry. At this pint, a schl can rename the file. A schl may wish t name a file fr the date the file was dwnladed. Step 7: Access the file. Fr questins abut the SAIG mailbx r dwnlading files, cntact CPS/SAIG Technical Supprt at Step 4: EDcnnect will prvide a list f thse files that are available fr dwnlad. Frm the list f files available t be dwnladed, identify the repayment infrmatin that was requested. The message classes cnsist f eight letters: DELQFMOP Delinquent Brrwer (Reprt) DELQ01 DELQCMOP Delinquent Brrwer(Extract: Cmma Delimited) DELQ01 DELQFFOP Delinquent Brrwer (Extract :Fix Length ) DELQ01 AHSLDEOP Schl Prtfli (Extract) SCHPR1 Page