Loan Semester Transfer Form

Claim Worklist Item

Go to “Pending Worklist” screen and “claim next item” for Loan Semester Transfer Form

Review Loan Semester Transfer Form

Click on the “Image” to review student’s submitted document

Review Loan Semester Transfer Form (continued)

Review “Semester This Form Applies To” and “Condition That Applies To Me” to determine what steps need to be taken on student’s file

“Condition That Applies To Me” Options

COD

▪ Log into COD ▪ Enter student’s SSN (obtained from Worklist)

Review Current and Previous Aid Years

Review and calculate subsidized and unsubsidized loans received at prior institution

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

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

Review Financial Aid Awarded

▪ Review awards offered and/or received in the Assign Awards screen for the current academic year

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)

Edit Message

▪ Complete NSLDS Alert Pending Edit Message

Processes and Comments

Scenario CommentStudent has no overlapping

loansLST Resolved. Student has no overlapping loans with ASU.

Student has overlapping loans but is not attending ASU

LST resolved. Student not attending ASU 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.