Update Parent PLUS Borrower Info

Claim Worklist Item

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

Review Update Parent PLUS form

▪ Click on the “Image” to review submitted documents

▪ Review all pages attached to the image.

Review Update Parent PLUS Form

• The documentation required for each update is different. • If there is no supporting documentation in imaging, select the “Hold/Req

Add’l Items” icon to place the request/worklist on hold. Enter a message for the student and a comment with the reason the request is on hold.

Update Parent Information

▪ Go to the “Add/Update a Person” screen. ▪ Enter Parent employee ID from the worklist into the “ID” field and

select the “Search” icon.▪ Update the information on PeopleSoft if there is different

information on the Update Parent borrower info form.▪ Update the parent name only if the correct documentation is

attached to the form. ▪ If the SSN is missing on the PeopleSoft screen, we can only update

it if the parent also provided a copy of their signed SSN card.▪ Update the date of birth only if there is an attached scanned copy

of the parent’s valid driver’s license.

Update Parent Information

To update the address, select the “Addresses” link. On the next screen, select the address to update by selecting the

“Address type” (mailing) so that the address that needs to be updated appears in the “Add Address” field.

Select the “Edit address” link to enter updated address information.

Once the new address has been entered, select the “Add Address Types” check box and select the “Submit” icon, then the “Save” icon.

Once all updates have been made, select the “Save” icon.

Processes and Comments

Scenario Action Comment

No PLUS Accepted, No PLUS Action form on

file

Make updates as requested. Send counseling communication: PLUS – Updated Parent Info.

Rec'd update parent PLUS borrower info form. Updated parent SSN, address, DOB.

PLUS Action form on file

Make updates as requested, process plus action form.

Rec'd update parent PLUS borrower info form. Updated parent SSN, address and phone number. Per PPLA form; accepted PLUS loan $.

PLUS loan already accepted Cancel PLUS loan and repost to transmit new info to COD.

Rec'd update parent PLUS borrower info form. Updated parent SSN. Canceled PLUS #1 and reposted as PLUS #2 to transmit new info to COD.