National Student Loan Data System. School Portfolio Report Extract File Layout for Schools (SCHPR1) November 20, 2011

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1 National Student Loan Data System School Portfolio Report Extract File Layout for Schools (SCHPR1) 1

2 1 NSLDS (SCHPR1) The School Portfolio Report (SCHPR1) is available to schools by request under the Report Tab on the NSLDS Professional Access Web site and is delivered via the Student Aid Internet Gateway (SAIG). The School Portfolio Report provides school users with information about all William D. Ford Federal Direct Loan (Direct Loan) and/or Federal Family Education Loan (FFEL) program loans for the school code associated with the user s ID. The report output includes both consolidation loans and their underlying loans that are serviced by any loan servicer, including the Department of Education's federal loan servicers, FFEL lenders, FFEL lender servicers and Guaranty Agencies. It provides the original and current GA or ED Servicer codes, original and current lender codes, and current loan servicer code for each loan, in addition to other useful loan information such as loan amount, current OPB, current OIB, delinquency date, discharge and rehabilitation/repurchased, and repayment plan information. Parameters for the report that a user may select include a date entered repayment begin and end date range of three years or less. The user may also limit the loans returned based on the loan status categories of All, Open, Closed, Defaulted, Payment Suspended (deferment or forbearance), In-School, In-Repayment, Open Disability, and Unreinsured. Additionally, the user may limit the loans returned based on the loan program (Direct Loan, FFEL, or both). Finally, the user may choose to receive all the data at the six-digit OPEID level (leave the asterisk (*) in the branch ID field) or enter a branch location by including the last two digits of the eight-digit OPEID. If a school has merged into a new or existing OPEID, the loans associated with the previous OPEID will be included in the new or existing OPEID s report output. The report output is sorted by SSN or Last/First Name and is available in extract format only. The report will be delivered to the SAIG mailbox (TG number) associated with the User ID that requested the report. This document contains the layouts for the header, detail records, and trailer for the extract version of the School Portfolio Report. Each report requested online will generate one header record, one or more detail records, and one trailer record. The record layout table contains the position, the data element name, description, field format, and length as they will appear on the extract. NEW! The following updates have been made to the previous version of this document dated May 23, 2011: 1. The total length of the record layout (header, detail and trailer records) has been expanded from 400 to 550 bytes. 2. The Filler data element (Header Record, itions ) length has been increased to accommodate the increased record length. 3. The data element name for the borrower identifier fields has been updated to clearly state these are borrower rather than student identifying data elements. This is significant when a Parent PLUS Loan is populated to the report output. The following fields have been updated: a. Borrower SSN (Detail Record, itions 10-18) b. Borrower DOB (Detail Record, itions 19-26) 2

3 c. Borrower First Name (Detail Record, itions 27-61) d. Borrower Last Name (Detail Record, itions 62-96) e. Borrower Middle Name (Detail Record, itions ) 4. The following data elements have been added to the record layout to identify consolidation loans and their underlying loans: a. Consolidation Indicator (Detail Record, ition 341) b. Consolidation Loan Identifier (Detail Record, itions ) 5. The following data elements have been added to the record layout to identify the student beneficiary when a Parent PLUS loan is populated on the report output: a. Student SSN(Detail Record, itions ) b. Student DOB (Detail Record, itions ) c. Student Last Name (Detail Record, itions ) d. Student First Name (Detail Record, itions ) e. Student Middle Name (Detail Record, itions ) 6. The following data elements have been added to the record layout to identify the current repayment plan information: a. Current Repayment Plan Begin Date (Detail Record, itions ) b. Current Repayment Plan Type (Detail Record, itions ) c. Current Repayment Plan Term (Detail Record, itions ) d. Current Scheduled Payment Amount (Detail Record, itions ) 7. The Filler data element (Detail Record, itions ) length has been increased to accommodate the increased record length. 8. The Filler data element (Trailer Record, itions length has been increased to accommodate the increased record length. 3

4 2 School Portfolio Report Extract File Layout for Schools School Portfolio Report Header Record Layout = Record Type 0 Represents Header record. Char Header Title Value SCHOOL PORTFOLIO REPORT. Char Report ID Identifier of report. Value SCHPR1. Char Report Date Date the report was created (CCYYMMDD) Report Time Time the report was created (HHMMSS). Time 6 Lth School ID School Branch ID of the school six-digit OPEID requested. for the two-digit OPEID school branch requested. If all school branch campuses are selected (*), this field displays as **. Char. 6 Char Entered Repayment Begin Date Beginning date for date entered repayment range (CCYYMMDD). Date range cannot be longer than three years Entered Repayment End Date End date for date entered repayment range (CCYYMMDD). Date range cannot be longer than three years Category Selected loan status category: All, Open, Closed, Defaulted, Payment Suspended, Repayment, Disability, Un-reinsured, or In- School (see below). Char Loan Program Type FFEL, DL, BOTH. Char Sort By SSN or Last/First Name. Char Filler Spaces. Char. 420 School Portfolio Report Detail Record Layout = Record Type 1 Represents Detail record. Char School ID OPEID for school requested on the report parameters. Char Borrower SSN Borrower s Social Security Number. Char Borrower DOB Borrower Last Name Borrower s year, month and day of birth. Last name or surname by which a person is legally known. Char. 35 4

5 62 96 Borrower First Name Borrower Middle Name Original School First name by which a person is legally known. Middle name or middle initial by which a person is legally known. 6-digit OPEID for the original school at which the student was enrolled, or accepted for enrollment, when the loan was made. Char. 35 Char. 35 Char Original School Branch 2-digit OPEID suffix for the school location at which the student was enrolled, or accepted for enrollment, when the loan was made. Char Academic Level Student s academic or grade level in school at the beginning of the specific period covered by the loan. Char Anticipated Completion Date Date on which the borrower is anticipated to graduate or complete coursework. Num Data Provider/Award ID Original Lender Current Lender Loan Date Data Provider reported identifier (non-ed serviced) or Award Identifier (for ED serviced loans). for Originating FFEL Lender (FFEL only). for Current FFEL Lender (FFEL only). For ED-held loans, this field will be populated with one of the 6-digit Lender s assigned to the Department s FFEL portfolio. For FFELP loans not serviced by ED, this field will be populated with a 6-digit FFEL Lender indicating the FFEL lender. Date when a DL loan was originally disbursed or date when an FFEL loan was originally guaranteed. Char. 21 Char. 6 Char Loan Type Specifies the type of loan. Char Interest Rate Specifies the type of Interest Rate associated with the loan. Valid field content: Variable (V) or Fixed (F). Char Indicator of Separate Loan An indicator used to differentiate among multiple loans of the same type that have the same loan date for the same borrower attending the same school. Char Loan Amount Indicates the specific loan amount to the recipient Current OPB Amount Principal amount currently owed on the loan Current OIB Amount Interest amount currently owed on the loan Current OFB Amount Fee amount currently owed on the loan. 5

6 Balance Date Date when the OPB Amount, OIB Amount, and OFB Amount became effective Current Current status of the loan being reported. Char Current Date Loan Period Begin Date Loan Period End Date Total Refund Amount Date when the Current became effective. Date when classes begin for the specific period covered by aid. Date when classes end for the specific period covered by aid. Total amount of refund applied to the loan account Total Cancellation Amount Total amount of guaranty or gross loan amount that was cancelled Original GA/ED Servicer Identification code for original Guaranty Agency or ED Servicer. For ED-held loans originally serviced by ED, this field will be populated with the 3-digit ED Servicer assigned to ED s Servicers. For loans not originally serviced by ED, this code will be populated with the 3-digit Guaranty Agency. Char Current GA/ED Servicer Identification code for current Guaranty Agency or ED Servicer. For ED-held loans, this field will be populated with the 3-digit ED Servicer assigned to ED Servicers. For non ED-held loans, this field will be populated with the 3-digit Guaranty Agency. Char Date Entered Repayment Delinquency Date Last Payment Date Claim/Discharge Amount Actual date or the date when the scheduled repayment period begins. First day on which a loan began to be delinquent (for ED serviced loans). Date the last payment the borrower paid on the loan was applied to the account (for ED serviced loans). Amount of claim or discharge applied to the loan Claim/Discharge Reason Indicates the reason a claim or discharge was applied to the loan. Char. 4 6

7 Claim/Discharge Date Paid CDR Date of Default Current Loan Servicer Rehabilitation/ Repurchased Indicator Rehabilitation/ Repurchased Date Amount Rehabilitated/ Repurchased Consolidation Indicator Consolidation Loan Identifier Student SSN Date of claim or discharge applied to the loan. Date the loan defaulted, as defined in regulations, used for the Cohort Default Rate calculation (for loans held by ED at the time of default). for Loan Servicer currently servicing the loan. For ED-held loans, this field will be populated with the 6-digit Lender Servicer assigned to ED Servicers. For non EDheld loans serviced by a Lender Servicer, this field will be populated with the 6-digit FFEL Lender Servicer. For non ED-held loans that are not serviced by a Lender Servicer, this field will be blank. Indicates whether a loan was rehabilitated or repurchased. Valid field content: Rehabilitated (Y), Not Rehabilitated (N), Claim Paid in Error (E) or Blank Date loan was rehabilitated or repurchased. Rehabilitated or repurchased amount of the loan. Indicates that the loan is either a consolidation loan or an underlying loan for a consolidation loan. sible values are: 1 = Consolidation Loan 2 = Underlying Loan(s) Blank This field is populated only when the Consolidation Indicator is not blank. For both a consolidation loan and its underlying loan(s), this field contains an alpha-numeric identifier that helps associate or link the consolidation loan to all of its underlying loans. Parent PLUS loan beneficiary social security number. Char. 6 Char. 1 Char. 1 Char. 21 Char Student DOB Parent PLUS loan beneficiary date of birth Student Last Name Parent PLUS loan beneficiary last name. Char Student First Name Parent PLUS loan beneficiary first name. Char Student Middle Name Parent PLUS loan beneficiary middle name. Char Current Repayment Plan Begin Date Date on which the loan entered a particular repayment plan. 7

8 Current Repayment Plan Type Current Repayment Plan Term Current Scheduled Payment Amount indicating the type of repayment plan. FF = Fixed Payment FE = Fixed Payment Extended Term GR = Graduated Payment IC = Income Contingent NR = Not in Repayment SP = Special Plan SF = Alternate Plan Fixed Payment SG = Alternate Plan Graduated SN = Alternate Plan Fixed Term ST = Alternate Plan, Negative Amortization or term, in months, of the current repayment plan for a loan. For a loan in repayment, the scheduled payment amount. Char. 2 Num Filler Spaces. Char. 47 School Portfolio Report Trailer Record Layout = Record Type 9 Represents Trailer record. Char Count of Detail Records Total count of detail records written. Char Filler Spaces. Char

9 3 Categories All (Open/Closed) (Open) (Closed) AL Abandoned loan BC Bankruptcy, Discharged BK Bankruptcy, Active CA Cancelled DA Deferred CS Closed School Discharge DB Defaulted, Then Bankrupt, Active, Chapter 13 DC Defaulted, Compromise DF Defaulted, Unresolved DD Defaulted, Then Died DI Disability DE Death DL Defaulted, In Litigation DK Defaulted, Then Bankrupt, Discharged, Chapter 13 DO Defaulted, Then Bankrupt, Active, Other DN Defaulted, then paid in full by consolidation DT Defaulted, Collection Terminated DP Defaulted, Paid in Full DU Defaulted, Unresolved DR Defaulted loan included in a rolled-up loan DX Defaulted, Six Consecutive Payments DS Defaulted, Then Disabled DZ Defaulted, six consecutive payments, then missed payment(s) DW Defaulted, Write-Off FB Forbearance FC False Certification Discharge Fraud FX Fraud, Satisfied IA Loan Originated PC Paid in Full Through Consolidation Loan ID In School or Grace Period PD Permanent Disability IG In Grace Period PF Paid in Full IM In Military Grace PM Presumed paid-in-full RP In Repayment PN Non-defaulted, Paid in Full Through Consolidation Loan UA Temporarily uninsured- loan not in default PZ PLUS Child Death UB Temporarily uninsured-loan in default RF Refinanced XD Defaulted, Six Consecutive Payments UC Permanently Uninsured / Unreinsuredloan not in default VA Disabled Veteran Discharged UD Permanently Uninsured / Unreinsuredloan in default UI Uninsured / Unreinsured 9

10 Defaulted DB Defaulted, Then Bankrupt, Active, Chapter 13 DF Defaulted, Unresolved DL Defaulted, In Litigation DO Defaulted, Then Bankrupt, Active, Other DU Defaulted, Unresolved DX Defaulted, Six Consecutive Payments DT Defaulted, Collection Terminated DZ Defaulted, Six Consecutive Payments, Then Missed Payment(s) Fraud XD Defaulted, Six Consecutive Payments Payment Suspended AL Abandoned loan BK Bankruptcy, Active DA Deferred FB Forbearance In-School IA ID IG IM Loan Originated In School or Grace Period In Grace Period In Military Grace Repayment RP UA UB In Repayment Temporarily uninsured-loan not in default Temporarily uninsured-loan in default Disability Open DI Disability VA Disabled Veteran Discharged Un-reinsured UC Permanently Uninsured / Unreinsured-loan not in default 10

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