Overriding Direct Loan Bio/Demo Information


Concept


Steps:

  1. Begin by navigating to the Direct Loan Name page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the Loans link.

    Step 2
  3. Click the Direct Lending Management link.

    Step 3
  4. Click the Override Loan Application Data link.

    Step 4
  5. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FAIV0046"
    .

    Step 5
  6. Click in the Aid Year field.

    Step 6
  7. Enter the desired information into the Aid Year field. Enter

     a valid value
     e.g.
     "2007"
    .

    Step 7
  8. Click the Search button.

    Step 8
  9. Use the Direct Loan Name page to view the current name information on a Direct Loan record.  This page is view only.

    Step 9
  10. Click the Direct Loan Phone tab.

    Step 10
  11. The Direct Loan Phone page displays the current telephone number for the borrower.

     

    The telephone number originates from Campus Community and is displayed until you select the Override Phone check box.

    Step 11
  12. Use the Override Phone check box to override the current phone number on the loan record only.

     

    Selecting this check box clears and activates the Telephone field.

     

    If you override this telephone number, future adjustments to Campus Community information will not update this field.

     

    If you clear this check box, the system reinserts the telephone number originating from Campus Community.

     

    Click the Override Phone # option.

    Step 12
  13. Use the Telephone field to enter the new telephone number.

     

    Click in the Telephone field.

    Step 13
  14. Enter the desired information into the Telephone field. Enter

     a valid value
     e.g.
     "616/555-5700"
    .

    Step 14
  15. Click the Direct Loan Address tab.

    Step 15
  16. Use the Direct Loan Address page to review the mailing address.  You cannot change the address on this page.  Access the Campus Community page to change the address.

    Step 16
  17. Click the Direct Loan Email tab.

    Step 17
  18. Use the Direct Loan Email page to override the email address on the Direct Loan record.

     

    The email address is submitted to the COD for Stafford loans.

     

    For direct lending, the Email Address is restricted to 50 characters and must follow Email address identification protocol.

    Step 18
  19. Use the Override Email Address check box to override the student's email address and enter the updated email address.

     

    If you override the student's email address, future adjustments to Campus Community information will not update this field.

     

    If you clear this check box, the system reinserts the email information originating from Campus Community.

     

    Click the Override Email Address option.

    Step 19
  20. Enter the desired information into the Override Email Address field. Enter

     a valid value
     e.g.
     "newmail@psunv.edu"
    .

    Step 20
  21. Click the Direct Loan Demo Ovrd tab.

    Step 21
  22. Use the Direct Loan Demo Ovrd page to override the following Campus Community or institutional application information:

     

    • Social security number or date for the SSN

    • Start date of the academic year for this borrower

    • End date of academic year for this borrower

    • Borrower's federal dependency status

    • Borrower's date of birth and date you changed the date of birth

    • Borrower's citizenship status

    • Borrower's alien registration or Visa/permit number

     

    Step 22
  23. Click the Save button.

    Step 23

You have successfully viewed current biographic and loan application information on a Direct Loan record.

 

You have also overridden Direct Loan phone and email information.

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