Parent PLUS Citizenship Verification

Claim Worklist Item

Go to “Pending Worklist” screen and “claim next item” for Parent PLUS loans

Review Worklist Item

▪ Review PLUS Accept Staging Table Data– Ensure that the parent

submitting documentation matches the parent that accepted the PLUS Loan

– Note amount accepted

Review Parent Citizenship Verification Form

▪ Click on the “Image” to review submitted documents

Review Parent Citizenship Verification Form

▪ Confirm all fields are filled out correctly in sections A, B and C on the citizenship verification form.

▪ Review all pages attached to the image.

▪  If documentation is not sufficient request additional documentation

Request additional documentation

▪ If the parent did not include correct documentation or provided expired documentation complete the worklist.

▪ After completing worklist, go to the “View Financial Aid Status” screen, change the status of the of the PLUS Citizenship Verification checklist item from closed to “Initiated” and send the student a detailed e-mail through the compose Counseling Message” screen.

Update Citizenship

Go to the “Add/Update a person” screen. (Main Menu>Campus Community>Personal Information>Add/Update a Person)

▪ Enter the Parent’s employee ID. ▪ Select the “Citizenship” link on the lower right

corner of the screen.▪ Confirm the “Country” field shows “USA” and

the “Citizenship Status” screen shows “Permanent Resident.”

▪ Provide the Passport Number/USCIS Number that is located on their Permanent Resident/Alien Card or I-94.

▪ Provide the Expiration Date. Select the “OK” icon to save the

change, then select the “Save” icon to make the change complete

Accept PLUS Loan

▪ Based on staging table, go to “assign awards to student” and accept the plus loan.

▪ After the hour origination, enter the parent id on “Manage Direct Loan Application” screen under “borrower id” to transmit loan for credit check.

Processes and Comments

Scenario Comment

Parent is eligible non citizenReceived in documentation stating that parent is an eligible non citizen clearing the PLUS citizenship checklist item hold. Accepted PLUS loan per staging table

Parent only attached one side of card

Unable to process parent citizenship form; need copy of front and back of card. Emailed student requesting coy of front/back.