loan semester transfer form

1. Loan Semester Transfer Form

2. Claim Worklist Item
Go to “Pending Worklist” screen and “claim next item” for Loan SemesterTransfer Form

3. Review Loan Semester Transfer Form
Click on the “Image” to review student’s submitted document

4. Review Loan Semester Transfer Form (continued)
Review “SemesterThis Form AppliesTo” and “ConditionThat AppliesTo Me” to
determine what steps need to be taken on student’s file

5. “Condition That Applies To Me” Options

6. COD
▪ Log into COD
▪ Enter student’s SSN (obtained fromWorklist)

7. Review Current and Previous Aid Years
 Review and calculate
subsidized and
unsubsidized loans
received at prior institution

8. Review Current and Previous Aid Years
 Click on the Award ID for the
loans to view the Award Detail
Information
 Review award start date and end
date to determine loan period
 Review academic period start
and end date
 Determine remaining annual
loan eligibility based on
dependency status, grade level,
and loans received at prior
institution

9. Update Incoming Aggregate Data
 Go to the “Update Incoming
Aggregates” screen in PeopleSoft.
 Update the “Aggregate Level”,
“School Code”, “Award Amount”
according to information on COD
for each type of loan received
*School Code can be seen by click on
the

10. Review Financial Aid Awarded
▪ Review awards offered and/or received in the Assign Awards screen
for the current academic year

11. Adjust Awards (if applicable)
▪ Update awards to accurately reflect student’s eligibility
▪ Validate and Post awards
▪ Bill back student aid if necessary (if student exceeded annual loan
limit with aid received at ASU)

12. Edit Message
▪ Complete NSLDS Alert Pending Edit Message

13. Processes and Comments
Scenario Comment
Student has no overlapping loans
LST Resolved. Student has no overlapping loans with
ASU.
Student has overlapping loans but is
not attendingASU
LST resolved. Student not attendingASU for
fall/spring/summer. Canceled aid per student request.
Student has overlapping loans; did
not indicate institution they would
cancel aid at
Unable to process LST; student did not indicate they
were going to cancel their pending at SCHOOL
Student has overlapping loans; will
cancel aid at indicated institution
LST resolved. Student received $ sub & $ unsub loans @
SCHOOL for LP/AY. Student will cancel pending
disbursements. Student is eligible for up to $ sub and $
unsub loans for spring/summer @ASU.