Winding Down: Transition from TG – Technical Considerations Jaime Hernandez Business Integration Consultant, TG Eric Falkenbury Team Leader-Product Support Group, TG Clarissa Cuellar Business Integration Consultant, TG

Objectives Transition considerations Suggested activities Available reconciliation tools Ongoing TG tools

Transition considerations Notification to TG –AdvanTG Web™ (AW) user profile review Timelines AW school support Non-AW school support Financial aid management systems (FAMS) programming TG support and resources after transition Reconciliation bill

AW schools Upon notification: –Guarantees will discontinue –AW access will continue (for schools) Change transaction processing Reporting – AW and ad hoc –Records will continue to be refreshed Lender manifest TG changes –Electronic funds transfer (EFT) accounts will remain active –Online lists and School Fact Sheets will continue to be updated

Non-AW schools After notification: –Guarantees will discontinue –EFT accounts will remain active –Refresh records will continue to be sent –Ad hoc reporting will still be available

Timelines – Plan ahead Considerations –Reconciliation activities –Request for TG documentation –Staff training –FAMs programming –Discussions with IT, business office –Communication to students and parents

AW schools — Ongoing support AW purge criteria AW reports Change transactions

Check purge criteria Increase day range to max value Review application, loans, and change transactions If necessary, submit request for data recovery

Reports Application Status Report Application Reject Report Credit Activity Report Guaranteed Loan Information Report Scheduled Disbursement Report Expired EFT Report Ad hoc reports Disbursement reports

Change transactions Change Transaction Detail Report Change Transaction Response Report Change Transaction Response Summary

Put loans AW refreshes loan data upon receipt of lender manifest One time only Change transactions on Put loans

Alternative education loan processing EFT disbursements List Assist ℠ AW Real-time Access (RTA)

Continuing TG resources RTA Integrated Default Assistant ™ (IDA™) List Assist

Notifying TG Your Account Executive –(800) Your Business Integration Consultant Product Support Group –(800) Loan Guarantee Operations –(800)

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