session #19
DESCRIPTION
Session #19. Entrance and Exit Counseling Rosa Trejo Randy Bowman U.S. Department of Education. Agenda. Overview of Entrance Counseling Entrance Counseling on Studentloans.gov Future Enhancements Exit Counseling on NSLDS Exit Counseling Session Contact Information Questions and Answers. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/1.jpg)
Session #19
Entrance and Exit Counseling
Rosa TrejoRandy Bowman
U.S. Department of Education
![Page 2: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/2.jpg)
Agenda
• Overview of Entrance Counseling• Entrance Counseling on Studentloans.gov• Future Enhancements• Exit Counseling on NSLDS• Exit Counseling Session• Contact Information• Questions and Answers
2
![Page 3: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/3.jpg)
3
Overview of Entrance Counseling
Schools must ensure that borrowers complete Entrance Counseling with the award of a Direct Loan
• Federally mandated requirement for all Direct Loan programs except for Parent PLUS
• Must be completed prior to the first disbursement
![Page 4: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/4.jpg)
4
Overview of Entrance Counseling
Entrance Counseling explains a borrower’s rights and responsibilities. It can be completed through:
• StudentLoans.gov website• DLSS website• School-specific counseling• Other websites if directed by school
![Page 5: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/5.jpg)
5
Overview of Entrance Counseling
Through the StudentLoans.gov Entrance Counseling process, borrowers will learn about:
• Direct Loans • Rights and responsibilities as a borrower• Managing educational expenses • Other financial resources to consider that may help
pay for the borrower’s education
![Page 6: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/6.jpg)
6
Entrance CounselingStudentLoans.gov
Can be completed through StudentLoans.gov
![Page 7: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/7.jpg)
Borrowers are prompted to select the counseling type
7
Entrance CounselingStudentLoans.gov
![Page 8: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/8.jpg)
Provides insight for the Entrance Counseling session
8
Entrance CounselingStudentLoans.gov
![Page 9: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/9.jpg)
Select up to three schools to send the Entrance Counseling data
9
Entrance CounselingStudentLoans.gov
![Page 10: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/10.jpg)
Borrowers will complete a training session on a series of topics
10
Entrance CounselingStudentLoans.gov
![Page 11: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/11.jpg)
At the end of each topic, the borrower must complete several quiz questions
11
Entrance CounselingStudentLoans.gov
![Page 12: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/12.jpg)
12
Entrance CounselingStudentLoans.gov
Borrowers are able to print a confirmation page
![Page 13: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/13.jpg)
13
Entrance CounselingStudentLoans.gov
Once a borrower completes an Entrance Counseling session on the StudentLoans.gov website:
• Completed Entrance Counseling data is submitted to COD
• Entrance Counseling Acknowledgement is sent to schools
• Schools can search COD for completed Entrance Counseling sessions
![Page 14: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/14.jpg)
14
Search by:•SSN •Entity ID•Date Range•Counseling Type •Award Year
Entrance CounselingCounseling Search
![Page 15: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/15.jpg)
15
Entrance CounselingEntrance Counseling Report
If a borrower completes Entrance Counseling through the DLSS website, the school can:
• View completed sessions on the DLSS website• View DLSS Direct Loan Entrance Counseling
File/Report
DLSS Entrance Counseling as well as the DLSS Entrance Counseling Report will eventually be phased out
![Page 16: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/16.jpg)
16
Entrance CounselingFuture Enhancements
With the implementation of COD Release 10.0 (February 18, 2011), and Release 10.1 (June 17, 2011) the following functionality will be available:
• New Entrance Counseling Report– Generated weekly
– Includes completed Entrance Counseling from the previous week
– Available via the COD Reporting website in CSV format with headers
• Ability to Complete Entrance Counseling in Spanish on StudentLoans.gov
![Page 17: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/17.jpg)
Exit Counseling
![Page 18: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/18.jpg)
Exit Counseling on NSLDS
New functionality for Exit Counseling that covers FFEL and Direct Loan Programs
• Student Access at www.nslds.ed.gov• NSLDS Professional Access at www.nsldsfap.ed.gov
18
![Page 19: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/19.jpg)
Exit Counseling on NSLDS
Why?
• Need for Exit Counseling tool for both DL and FFEL
• To provide enhanced and flexible reporting options
• To meet Exit Counseling requirements for schools
19
![Page 20: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/20.jpg)
March 2010:• Initial release of NSLDS Exit Counseling
June 2010:• Lender, Lender/Servicer & GA reporting
enhancements
September 2010:• “Push” of scheduled reports to schools
November 2010: • “Push” of reports to GAs and ED Servicers
20
Exit Counseling on NSLDSBackground
![Page 21: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/21.jpg)
21
• Student Access at www.nslds.ed.gov• Students may complete an Exit Counseling session
for both Direct and FFEL loans and submit completion information
• Session integrates NSLDS data to provide borrower specific loan summary and estimated payments
• Session information is saved to provide reports for NSLDS Professional Access users
Exit Counseling on NSLDSNSLDS Student Access
![Page 22: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/22.jpg)
22
Exit Counseling Session
NSLDS Student Access includes:• Financial Aid Review• Exit Counseling• Spanish Option
![Page 23: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/23.jpg)
23
Exit Counseling Selection
Welcome Page includes:• Start• Tour• Example of
Progress Box
![Page 24: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/24.jpg)
Tour includes:• All text content• Non-functional quizzes• Sample loan summary• Sample repayment options
Warning that this is just a ‘Tour’
24
Exit Counseling SessionSelection of Tour
![Page 25: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/25.jpg)
25
Exit Counseling Session
Your Progress Box includes:• Getting Started• Repaying Your Loans• Having Trouble
Making Payments• Discharge/Forgiveness• Resources• Final steps
Covers DL & FFEL Loans
![Page 26: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/26.jpg)
26
Same login as other FSA student sites:• SSN• Name ID• DOB• FSA PIN
Provides access to the Financial Aid
Review
Exit Counseling Session
![Page 27: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/27.jpg)
27
Data used is most current reported to NSLDS
Data cannot be used for other purposes, such as determining eligibility
Exit Counseling Session
15 minutes of inactivity times out the session!
![Page 28: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/28.jpg)
28
Pre-populates with Borrower’s school(s)
“Remove” takes away listed school(s)
To add a school, Search by State**Only schools that have certified/originated loans in the past 4 years display
Exit Counseling Session
![Page 29: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/29.jpg)
29
Final list of schools will be displayed prior to proceeding
Exit Counseling Session
![Page 30: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/30.jpg)
30
Several Quiz pages throughout the session
Customized for DL and/or FFEL
Must answer each question - correct answers displayed after submit
Exit Counseling Session
![Page 31: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/31.jpg)
Loan Summary page displays overview of loans on NSLDS
Detail Loan information viewed by selecting number link
31
Exit Counseling Session
![Page 32: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/32.jpg)
Same Detail Loan information that displays on Financial Aid Review
32
Exit Counseling Session
![Page 33: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/33.jpg)
33
Repayment Options page displays:• Sample information for
various debt amounts• Monthly and Total
Payments under different Repayment Plans• Non-Consolidated and
Consolidated estimates
Exit Counseling Session
![Page 34: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/34.jpg)
34
Estimating Payments page includes:• DL & FFEL Non-
Consolidation and Consolidation• Repayment Plan
breakdown• Serves as payment
calculator
Exit Counseling Session
![Page 35: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/35.jpg)
35
Estimating Payment features:• Change balance and
Recalculate• Adjust AGI, Marital
Status, Family Size, Residence and Recalculate• Reset to NSLDS
Balances
Exit Counseling Session
![Page 36: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/36.jpg)
36
Budget Calculator assists borrowers in:• Developing a budget• Totals monthly expenses• Compares expenses to
expected salary
Exit Counseling Session
![Page 37: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/37.jpg)
37
Required Contact Info:• Personal• Next of Kin• Reference 1• Reference 2
Optional Contact Info:• Employer• E-mail • Driver’s License Number • Driver’s License State
Exit Counseling Session
![Page 38: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/38.jpg)
38
Right & Responsibilities is the last step before completion
Same as thePromissory Note
Exit Counseling Session
![Page 39: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/39.jpg)
39
You’re Done!
Only upon completion does the student have ‘credit’ for exit counseling
Data is stored and available to loan holders and schools
Exit Counseling Session
![Page 40: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/40.jpg)
Exit Counseling Statistics
40Data as of 11/9/2010
![Page 41: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/41.jpg)
41
NSLDS Professional Access
With NSLDS Professional Access (www.nsldsfap.ed.gov), schools can:
• View Exit Counseling History of individual borrowers• Upload Exit Counseling Sessions completed outside
NSLDS• Receive information on the Exit Counseling
Completion Report on request and/or as a scheduled report
![Page 42: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/42.jpg)
Exit Counseling History
42
Exit Counseling History displays the following information for schools:• School(s) for which borrower has completed Exit
Counseling• Completion date and time• Exit Counseling Source
– If completed on NSLDS or at school– School can upload their own records to have all
completion information in one place
![Page 43: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/43.jpg)
43
Exit Counseling History
![Page 44: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/44.jpg)
Exit Counseling Submittal Template
https://www.fsa download.ed.gov/NSLDSExitCouns.htm
44
![Page 45: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/45.jpg)
45
Each column has instructions
Provide up to 50 records per submittal
Exit Counseling Submittal Template
![Page 46: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/46.jpg)
46
Location to upload files to NSLDS
Exit Counseling Submittal
![Page 47: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/47.jpg)
Check individual records or Check All
47
Exit Counseling Upload
![Page 48: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/48.jpg)
Exit Counseling Upload
48
Click Submit to upload “checked” records
![Page 49: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/49.jpg)
Exit Counseling Upload Errors
49
Records with errors need to be corrected and submitted in a new template
![Page 50: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/50.jpg)
Exit Counseling Reports
50
![Page 51: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/51.jpg)
Report Parameters Page
51
Exit Counseling Reports
![Page 52: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/52.jpg)
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
52
Exit Counseling School Report
![Page 53: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/53.jpg)
Exit Counseling Report Output• Distributed over SAIG• Message Class depends on format specified:
– EXITFFOP - Exit Counsel Direct Loans format - Fixed Length
– EXITCMOP - Exit Counsel Direct Loans format - Comma Delimited
– EXITFMOP - Exit Counsel Pre-Formatted Report– EXNSFFOP - Exit Counsel NSLDS format - Fixed
Length– EXNSCMOP - Exit Counsel NSLDS format - Comma
Delimited
53
![Page 54: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/54.jpg)
54
Exit Counseling Report Sample
![Page 55: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/55.jpg)
Schedule automatically delivered reports
55
Scroll to bottom of School Profile on Org Tab
Exit Counseling Pushed Reports
![Page 56: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/56.jpg)
Set scheduled report delivery options
56
Exit Counseling Pushed Reports
![Page 57: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/57.jpg)
If the mailbox does not belong to your school, you will be asked to confirm
57
The SAIG Mailbox is validated
Exit Counseling Pushed Reports
![Page 58: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/58.jpg)
58
Delivery Options can be changed or cancelled at any time
Exit Counseling Pushed Reports
![Page 59: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/59.jpg)
Benefits for SchoolsNSLDS Benefits for schools:
• Meets school requirements for Exit Counseling– Data sent automatically to GAs, ED
Servicers for you– Compliant for FFEL & DL– Includes borrower’s actual loan data
• Flexible reporting options• Automatic update of completion date for
EDExpress users
59
![Page 60: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/60.jpg)
Contacts for Exit Counseling (Students should call FSAIC)
Students
Federal Student Aid Information Center (FSAIC)
800-433-3243
Outside US (Toll call) 319-337-5665
Schools
NSLDS Customer Support Center
800-999-8219
Outside US (Toll call) 785-838-2141
60
![Page 61: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/61.jpg)
Resources
61
Resources Location
Complete Entrance Counseling on StudentLoans.gov
www.studentloans.gov
Federal Regulations http://ecfr.gpoaccess.gov
Entrance Counseling Guidehttp://direct.ed.gov/pubs/
entrcounselguide.pdf
Direct Loan Resources www.direct.ed.gov
![Page 62: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/62.jpg)
62
Contact Information
We appreciate your feedback and comments. We can be reached at:
Rosa Trejo
Phone: 202-377-3699
Email: [email protected]
Randy Bowman
Phone: 202-377-3262
Email: [email protected]
![Page 63: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/63.jpg)
NSLDS Contact Information
Customer Support Center:Phone: 800-999-8219Toll: 785-838-2141 Fax: 785-838-2154Web: www.nsldsfap.ed.govEmail: [email protected]
63
We appreciate your feedback and comments. We can be reached at:
![Page 64: Session #19](https://reader035.vdocuments.site/reader035/viewer/2022062315/56814e5d550346895dbbf91d/html5/thumbnails/64.jpg)
64