1 USING NSLDS Lou Murray, Regional Director, Nelnet Partner Solutions

2 Agenda NSLDS Access and Security Student Eligibility Enhancements New and Updated Reports ED Servicers Update Future Enhancements 2

3 NSLDS Access and Security o Rules of Behavior o Daily reminder requiring agreement o User Name displays in the statement to which YOU must “Agree” to access NSLDSFAP

4 NSLDS Access and Security Rules of Behavior You are “Agreeing”

5 NSLDS Access and Security Annual Security Training Acknowledgment o 10 day warning when it is time to complete annual review process o Must be completed

6 Annual Security Training Acknowledgment

7 Student Eligibility Enhancements Revised Loan Limit Amounts Increased ECASLA amounts trigger aggregate loan limit indicators.

8 Indicator for PLUS Loan Denials o NSLDS Web site and ISIR will always display o Resolves concerns of undergraduate overages

9 Transfer Student Monitoring Alert process enhanced o Customize monitoring duration

10 Transfer Student Monitoring Web based enhancements to Alert and Inform List: o Reduces re-entry o Easier to update re-occurring student’s o Benefits school’s with limited IT staff, or smaller population

11 Transfer Student Monitoring Re-Populate Inform List Using Previous Records o Select criteria to retrieve previous records o Enter new dates o Select records to add to new monitoring list

12 Updated NSLDSFAP Grant Display Added new COD data elements for Pell

13 Updated NSLDS Grant Display on Student Site

14 Title IV Additional Servicers Delinquency information for loans reported by the Federal Loan Servicers –578 DEPT of ED/SALLIE MAE –579 DEPT of ED/FEDLOAN SERVICING (PHEAA) –580 DEPT of ED/NELNET –581 DEPT of ED/GREAT LAKES

15 578, 579, 580, and 581 reporting to NSLDS on a regular weekly basis Reporting loan data for: –Purchased FFEL Loans –Direct Loans as of 7/1/2010 Data used within NSLDS and communicated for appropriate NSLDS functions such as the ISIR and Transfer Student Monitoring 15 Federal Loan Servicers Update

16 Purchased Loans on NSLDS NSLDSFAP Web site current servicer Loan Details shows history

17 Student view displays current contact information

18 Org Contacts updated for TIVAS Primary Contact: Schools/FAAs Customer Svc(Borrowers): Students

19 Where’d They Go? New Report for Schools of Loans Purchased by ED Report can display on line Click to Select

20 Enter Your Parameters You can enter up to 19 SSNs to receive as PDF Report for Schools of Loans Purchased by ED

21 PLPED3 in PDF Report

22 New Delinquency Report New NSLDS tools include a Web page for online access to data and a report that can be requested in several formats. Consolidates reporting information for borrowers held by the TIVAS on ED-owned loans. New functionality does not currently include borrowers’ delinquent loans held by guaranty agencies or serviced by the Direct Loan Servicing Center. Schools with branch campuses may request that the data incorporate all branches with the main campus. The results include the borrower's address, phone numbers, and address as reported by the servicer. The Delinquent Borrower Report (DELQ01) is available to schools on request under the Report Tab on the NSLDS Professional Access Web site and delivered via the Student Aid Internet Gateway (SAIG).

23 Loan Delinquency Web Tool Web Page Lookup Under AID Tab Roll up at 6 digit school code, or Specify a single 8 digit OPEID ( Enter 2 digit branch code) Select Federal Loan Servicer or All Specify Cohort Year or all

24 Loan Delinquency Report DELQ01 Report under Report tab Roll up at 6 digit school code, or Specify a single 8 digit OPEID (Enter 2 digit branch code) Federal Loan Servicer or all Specify Cohort Year or all Various Delinquent time frames Multiple extract type

25 Delinquent Borrower Report Output Distributed over SAIG Message Class depends on format specified: –DELQFFOP- Delinquent Borrower NSLDS format - Fixed Width Length –DELQCMOP- Delinquent Borrower NSLDS format - Comma Delimited –DELQFMOP- Delinquent Borrower Pre-Formatted Report 25

26 Delinquency Report Example

27 Pushed Functionality Pushed Report – schools with the ability to receive a report containing exit counseling and delinquency data automatically via the SAIG Available for Exit Counseling and Delinquency Reports –Establish Frequency –Specify Output Format –Specify TG Mailbox –Message Classes – same as on demand reports 27

28 School Scheduling for Pushed Reports Schedule automatically delivered reports 28 Scroll to bottom of School Profile on Org Tab

29 School Scheduling for Pushed Reports Scheduled Exit Counseling Report Type –Comma Delimited –Fixed Width –Report Format –NSLDS –Direct Loan

30 School Scheduled Pushed Reports 30 Delivery Options can be changed or cancelled any time

31 Student Eligibility Enhancements Enhanced NSLDSFAP Web site displays and TSM/FAH reports o Aggregates by academic grade level – Undergraduate Loan Amounts with Award Year and Dependency Status – Graduate Loan Amounts with Award Year and Dependency Status

32 Student Eligibility Enhancements Enhancements to the web display Dynamic by Undergraduate and Graduate –Academic levels reported for each loan Award Year Determination –Based on the loan period begin date from the most recently reported undergraduate/graduate loan for the student 08/28/2006 falls between 07/01/2006 and 06/30/2007of Award Year Dependency Status Indicator Determination –Based on the dependency status from the student’s ISIR for the appropriate award year

33 Enhanced NSLDSFAP Web displays

34 Enhanced NSLDSFAP Web displays Enhanced filters on Exceeds Icon o Icons to show the loans that contributed toward the exceeds loan limit

35 Student Eligibility Enhancements Award Year anticipated changes No new ACG/SMART Grants –Not award year specific, so prior Grant disbursements may be seen on ISIR Iraq/Afghanistan Service Grant – Grant will not display but an aid overpayment can be recorded on NSLDSFAP website –NSLDS will send overpayments to CPS/ISIR

36 Enhanced TSM/FAH Reports Enhanced TSM & FAH Report to include: o Display aggregate information by academic grade level – Undergraduate Loan Amounts with Award Year and Dependency Status – Graduate Loan Amounts with Award Year and Dependency Status o Include Lifetime Eligibility Used (LEU)

37 Enhanced TSM/FAH Reports

38 FSA Exit Counseling o New site for FSA Exit Counseling o Integrated into – Current student site for aid detail – Student uses PIN to access o Coordinating with COD to use same terminology as in Entrance Counseling

39 FSA Exit Counseling o NSLDS will provide student with current loan data o Calculators for various repayment types will be provided o Link provided to loan holder site (where available) to facilitate communication o Available in both English and Spanish

40 Student Access -

41 Student Logs On with Identifiers Student uses ED PIN

42 Benefits of FSA Exit Counseling o Introduces students to the NSLDS Web Site o Uses actual student’s data o Student completion will be tracked via NSLDS –School Reports will be available –To review who has completed –To use for audits o Evidence of completion will be sent to TIVAS, Direct Loan Servicer, and GAs

43 Benefits of FSA Exit Counseling o NSLDS will be able to upload/store completion records when school uses another product –Multiple formats will be available for this process –Allows comprehensive tracking to be included in reports o FSA Exit Counseling product will change with any compliance or regulatory requirements

44 Student completes Completion viewable on NSLDSFAP

45 NSLDSFAP website offers uploading tool so all exit counseling data is stored in one central location Exit Counseling

46 Exit Counseling Student’s exit counseling completion(s) displayed on NSLDFAP website Source: NSLDS (Student Site) or School (Upload) Media Type: Electronic or Paper

47 EXTC01 Exit Counseling Completion Results Roll up to 6 digit School Code, or Specify 8 digit OPEID code (enter 2 digit branch) Enter Date Range Multiple Output Formats –NSLDS Pre-formatted Report –NSLDS Extract Format Standard Fixed-length Comma Delimited –Direct Loan Extract Format Standard Fixed-length Comma Delimited 47 Exit Counseling School Report

48 Exit Counseling Report Output Distributed over SAIG Message Class depends on format specified: –EXITFFOP - Exit Counsel Direct Loans format - Fixed Width Length –EXITCMOP - Exit Counsel Direct Loans format - Comma Delimited –EXITFMOP - Exit Counsel Pre-Formatted Report –EXNSFFOP - Exit Counsel NSLDS format - Fixed Width Length –EXNSCMOP - Exit Counsel NSLDS format - Comma Delimited 48

49 Exit Counseling Exit Counseling Completion Reports also available for: –Lender Report – EXTC02 –GA/Federal Loan Servicers Report – EXTC03 EXTC03 will be “pushed” to GA/Federal Loan Servicers and will satisfy exit counseling requirement for schools

50 Future Enhancements New Portfolio Report New FSA data providers Enrollment Reporting Enhancements 3-year Cohort Default Rate Calculation 50

51 New School Portfolio Report Not designed for anticipated Gainful Employment requirements Created to provide extract data to assist in research of aid recipients –Information on individual student’s open and closed loan –For a specified date range –SSN or Last/first name sort 51

52 New FSA Data Providers New servicer for Total and Permanent Disability claims – Code 582 – Dept. of ED/Nelnet TPD New reporting system for Debt Collections and Management – Code 556 – Dept. of ED/DMCS–Debt Management and Collections System 52

53 Enrollment Reporting Enhancements Enhancements to improve certification and notification process Ways to provide NSLDS data Occasion driven rosters Additional compliance and oversight reports 53

54 3-year Cohort Default Rate Calculation NSLDS will calculate 2 and 3-year rates during transition to 3- year calculation in year rates will not be draft or official, but trial rates for information Rates will display on NSLDS LRDR will be available for both rates 54

55 Contact Information for NSLDS Customer Support Center: Phone: Fax: Web:

56 Contact Information - Nelnet Lou Murray School Service Center 866.4NELNET