Parent plus loan action

1. Parent PLUS Loan Action

2. Claim Worklist Item
Go to “Pending Worklist” screen and “claim next item” for Parent PLUS loans

3. Review Parent PLUS Loan Action Form
▪ Click on the “Image”
to review student’s
submitted document

4. Review Parent PLUS Loan Action Form
▪ Confirm all fields are
filled out correctly
▪ Confirm the notary
stamp is not expired

5. Determine Type of Adjustment requested
▪ The Parent PLUS Loan
Action Form is a form that
parents submit in order to:
▪ Accept
▪ Increase
▪ Decrease
▪ Decline
Review Section A to
determine what steps you
will need to take

6. Guidelines for Adjustments
▪ Guest access must be present for
parent that is accepting plus loan
▪ Parents must have an SSN on
record

7. Ensure Parent PLUS Guest Access is correct
▪ Click the gold key fromView Financial
Aid Status page
▪ ClickView History
▪ Parent PLUS Loans is included under
Permissions
▪ Parent PLUS LoanAccess is checked

8. Review Relationship for SSN and
Citizenship
 Go to Relationship Screen
 Enter student’s SSN
 Choose parent that is
accepting Parent PLUS Loan
 Review National ID
 If SSN is present,
continue with process
 If SSN is not present
request Update Parent
PLUS Borrower Info
form by sending
communication: PLUS –
Need Update Form

9. SSN present, review and update
citizenship for parent
 Click on Biographical Details from the Relationship
Screen
 From Biographical Details screen click on Citizenship
 If parent said they were a citizen on the Parent
PLUS LoanAction Form, update to:
 Country: USA
 Citizenship Status: Citizen
 Continue with processing PLUSAction Form
 If parent said they were not a US Citizen,
post a FPCITZ (Parent CitizenshipVerif) checklist
- Do not process PLUSAction form
Complete worklist item and then re-initiate FPCITZ
checklist on View Financial Aid Status screen

10. Parent PLUS Loan Process
Action Steps Comment
Increase
 Create a new loan with a subsequent item
type for the amount of the requested
increase.
 Update Manage DLApplication with correct
parent ID/information
Per Parent PLUS LoanAction Form, accepted $ PPL per
request to increase from $ to $ .
Decrease
 Decrease loan amount per term/amount
indicated.
 Bill back disbursed portion of loan as
necessary.
Per Parent PLUS LoanAction Form, updated PPL to
$ per request to decrease from $ to $ (indicate term if
applicable).
Accept
 Ensure that parent has relationship created,
SSN is present, and citizenship is updated
according to form.
 Accept offered Parent PLUS Loan per
request or if prior PPL canceled, offer/accept
on subsequent item type.
 Update Manage DLApplication with correct
parent ID/information
Per Parent PLUS LoanAction Form; accepted PLUS
Loan for $ .
Cancel/Decline
 Cancel offered, accepted, or accepted and
disbursed as applicable.
Per Parent PLUS LoanAction Form; canceled PPL for $
per request.