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Using the Federal Perkins Loan Assignment System

1. as Cut File Edit Format View Help Copy Create shortcut Delete Rename Properties Name Company Email Password Johnson ABC johnson 123 come 123456 Vadar xyz vadar 123 com 45678 Skywalker ABC skywalker 123 com 91011 Spock XYZ spock 123 com 121314 Using the Federal Perkins Loan Assignment System Page 97 of 103 Appendix I How to Create a zip File with PDFs This section of the user guide provides steps on how to create a zip file with PDFs If assistance is required for creation and format of the zip file with PDFs contact the Institution s IT department 1 Once the user has created the PDFs and saved the documents to a folder right click on the folder and click Send to Click Compressed zipped folder 7 Zip Share with Snagit Restore previous versions Scan with AVG Include in library Send to Cut Copy Create shortcut Delete Rename Properties Page 98 of 103 Bluetooth device Compressed zipped folder Desktop create shortcut Documents a Fax recipient Mail recipient ecsil sys ecsint0 ecsi local H ecsi2 voll ecsint0 ecsi local J schools ecsint0 ecsi local L workarea ecsistor ecsi local M ecsil sys ecsint0 ecsi local N training ecsi fps departments Q schools vdatal sal local S schools vdata2 sal local U e
2. 237 School Pending 865444455 SIOBHANSADLER 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show AA it 258 School Pending 811235468 PAUL DEIRDEN 09 02 2015 Batch Upload ECSI 09 04 2015 Becky Budner ECSI Show Existing As 2359 School Pending 887456211 DONNIE HENDRIX 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Attach Assignment Documents 2360 School Pending 899654111 ART BELL 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show ects oauert heigl 2361 School Pending 834197645 DELPHINE CORMIER 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Select Action 2362 School Pending 822154665 KIRA MANNING 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Select Action H Select 2363 School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECS Show Select Action H Select 2364 School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Select Action H Select Count 10 2 Click OK to delete the assignment or click Cancel to exit without deleting the assignment Are you sure you want to delete the assignment C os Using the Federal Perkins Loan Assignment System Page 61 of 103 Appendices Appendices AMS ACME 9 fogs c tsa a eccssccecsacess E A E A se 62 Appendix A About Data File LAYOUTS cc ccieccecdiseinccesescsevevstscseceessoessustsasdesvoncuventsusseerevayed ataeshanessasdevaneu
3. Social Security Number Borrower s Name Interest Rate Total Amount Outstanding Date of First Section D Item 37 5 000 3067 97 5 000 6 5 000 5 000 5 000 5 000 5 000 5 000 HENDRIX DONNIE 5 000 BELL ART 5 000 Using the Federal Perkins Loan Assignment System Page 33 of 103 Loan Assignment Data Entry Method Mail Supporting Documents Package the manifest the hard copy original or certified copy promissory notes and any supporting documents that were not uploaded using PLAS and mail them to ECS Federal Perkins Loan Servicer following the instructions below 1 Double package the manifest and the supporting documents in opaque materials approved by the U S Postal Service 2 Include the To and From addresses on both the inner and outer packages 3 Do not include information about the sensitivity of the package contents on the package 4 Mail the package via registered mail to ECSI Federal Perkins Loan Servicer 181 Montour Run Road Coraopolis PA 15108 IMPORTANT Documents mailed to the Department regional offices or to its headquarters in Washington D C will be returned to the institution After ECSI Federal Perkins Loan Servicer receives all supporting documentation for a batch staff members will perform a manual validation to ensure that the information in the documents matches the data in the loan assignments entered into PLAS If the manual validation is successful the institution is n
4. 5 Email or mail the completed form to ECSI Federal Perkins Loan Servicer Send via email PLASAccess efpls com Mail printed forms ECSI Federal Perkins Loan Servicer Attn PLAS Access Requests 181 Montour Run Road Coraopolis PA 15108 Page 8 of 103 Using the Federal Perkins Loan Assignment System Administrative Procedures 6 Retain a copy of the completed and signed forms for the user s records Once ECSI Federal Perkins Loan Servicer receives the request for access a staff member reviews the request and grants or denies access If access is denied the Institution Administrator will receive an email fromPLASAccess efpls com with the reason for denial If access is approved two emails are sent to the user The first email contains the user s OPEID and Login ID The second email contains a temporary Password At the first log in attempt the user will be prompted to change the password Using the Federal Perkins Loan Assignment System Page 9 of 103 Administrative Procedures Reset a Password To reset a password for a user the Institution Administrator will follow the procedures listed below It is important to verify that the OPEID corresponds to the account of the user requesting a password change 1 Navigate to https efpls com which is the ECSI Federal Perkins Loan Servicer webpage 2 Click on the PLAS tile Providing superior technology ee fT DESI custom designed solutions and world
5. Pending 865444455 SIOBHAN SADLER 09 02 2015 Batcl Pending 811235468 PAUL DEIRDEN 09 02 2015 Bate Pending 887456211 DONNIE HENDRIX 09 02 2015 Batel Pending 899654111 ART BELL 09 02 2015 Bate Pending 834197645 DELPHINE CORMIER 09 02 2015 Batcl Pending 822154665 KIRA MANNING 09 02 2015 Bate Pending 833154452 BETH CHILDS 09 02 2015 Bate Pending 833154452 BETH CHILDS 09 02 2015 Batc Upload ECS h Upload ECSI h Upload ECSI Upload ECS h Upload ECSI h Upload ECS Upload ECS h Upload ECSI h Upload ECSI Upload ECS 09 14 2015 09 03 2015 09 03 2015 09 04 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 Tom Sinton ECS Show Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show Select Action vi gnment isting Assignment Delete an Existing Assignment Attach Assignment Documents Execute Assignment Validation View Validation Error List Select Action Select Action z Select Select Action x Select Select Action z Select Select Action x Select Count 10 Using the Federal Perkins Loan Assignment System Page 59 of 103 View Edit and Delete an Assignment Edit an Assignment To edit information about assignments follow the steps below 1 On the Assignment Borrower and Loan Form M
6. The Department requires that ECSI Federal Perkins Loan Servicer receive the hard copy original or certified copy promissory notes for each loan assignment Follow the steps below to print the required manifest 5 On the Assignment Certification Form Administration screen click the drop down arrow next to a batch number select Print Manifest and click Select A manifest will open in a separate internet browser tab containing the assignment s batch and sequence number s Assignment Certification Form Administration Message New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number lr Find su Find LastName Find DateRange From os pi fe0is tobo f4 feois Find Create Batch Report Entry Forms FormA S ti Date tatisticsAlert 631 dienean r Select 682 09 02 2015 Show Select Action View Institutional Form 684 09 02 2015 Show View Manifest Edit Institutional Form 09 02 2015 Show Delete an Exisiting Batch 09 11 2015 Show Execute Batch Validation 6 To print out the manifest by social security number or alphabetically by the borrower s name click the Social Security Number header or the Borrower s Name header Print the manifest from this tab Note To print out the manifest from the internet browser tab the user will select the print option from the internet browser EERE Assorment Mandest for tatch x EA Batch Manifest Batch 660
7. U S Department of Education Information about your federal student loan The Perkins Loan Assignment System PLAS enables users to electronically submit Federal Perkins Loan assignment information to the Department of Education This Access Request Form allows administrators to request access for users to modify information ab out existing users and to terminate user access to PLAS Before staff members at your institution can obtain access to PLAS your institution must first designate an Institution Administrator The designated Institution Administrator can then complete this form to request modify and terminate access for themselves and all other users at your Institution Although your institution can only obtain access for two Institution Administrators it can request access for as many Institution Users as needed to submit edit and delete assignments for the Federal Perkins Loan Program including NDSL and Defense Loans In order to obtain administrative rights the designated Institution Administrator must first request access to PLAS by completing this PLAS Access Request Form See how to Designate an Institution Administrator in the table on page 2 After the Institution Administrator obtains access to PLAS he or she will be responsible for using this form to request access for all other users of PLAS as well as to modify or terminate user access For a complete list of Administrative Responsibilities see page 7
8. 02 2015 Batch Upload ECSI 09 14 2015 Becky Budner School Pending 845213325 FELIX DAWKINS 09 02 2015 Batch Upload 09 03 2015 Becky Budner School Pending 865444455 SIOBHANSADLER 09 02 2015 Batch Upload 09 03 2015 Becky Budner School Pending 811225468 PAUL DEIRDEN 09 02 2015 Batch Upload 09 04 2015 Becky Budner School Pending 887456211 DONNIE HENDRIX 09 02 2015 Batch Upload 09 03 2015 Becky Budner School Pending 899654111 ART BELL 09 02 2015 Batch Upload 09 03 2015 Becky Budner School Pending 834197645 DELPHINE CORMIER 09 02 2015 Batch Upload 09 03 2015 Becky Budner School Pending 822154665 KIRA MANNING 09 02 2015 Batch Upload 09 03 2015 Becky Budner School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload 09 03 2015 Becky Budner School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload 09 03 2015 Becky Budner Count 10 Using the Federal Perkins Loan Assignment System ECSI a ECSI Show ECSI Show ECSI Show ECSI Show EGI Show ECSI Show ECSI Show ECSI Show ECSI Show ed Select Select Action H Select Select Action J Select Select Action Hj Select Select Acton H Select kaan sere Select Action H Select Select Action H Select Select Action H Select Select Action J Select Page 45 of 103 View and Correct Validation Errors The Loan Assignment Upload Method Overview As stated in the previous section a Pending status indicates that errors appear in the loan assignment data that need to
9. 100 Reason Memo NUM Disbursement NUM 11 Amount Principal NUM 11 Amount Adjustment Principal NUM 11 Amount Repaid Principal NUM 11 Amount Using the Federal Perkins Loan Assignment System Description The following values are valid 0 not answered loan in default 1 In school 2 Grace 3 Repayment 7 Deferred The following values are valid 1 Hardship 2 Incarceration 3 Unemployment 4 Liquidation 5 Refusal to Pay 6 No Address 7 Total and Permanent Disability 8 Other Required open field to give reason for Status 8 in Field 39 Dollar Value for Disbursement in the following format 99999999 99 Dollar Value for Principal Amount Adjusted in the following format 99999999 99 Dollar Value for Principal Amount Repaid in the following format 99999999 99 Dollar Value for Principal Amount Cancelled in the following format Page 75 of 103 Required cancellation to principal amount Yes Required if there was a collection cost repaid on the loan Required if interest was repaid on the loan Required if interest was cancelled for the loan Yes Required if there are collection cost penalty or late charges for the loan Yes N Page 76 of 103 Field Name Data Length Type Cancelled Principal Amount Outstanding Collection Cost Repaid Interest Repaid Interest Cancelled Interest Due Collection Cost Penalty a
10. 684 09 02 2015 Show Select Action Zj Select 68 09 02 2015 Show Select Action Hj Select 688 09 11 2015 Show Select Action Z Select Using the Federal Perkins Loan Assignment System Page 21 of 103 Loan Assignment Data Entry Method 2 On the Institutional Certification Form screen enter the following information into the fields in Section B Certification The Typed Name of Authorized Institution Official Phone Number Typed Title of Authorized Institution Official Alternate Contact Person Signature of Authorized Institution Official and Certification Date Note Typing the name of the authorized official will meet the requirement for a Signature menu LosouT Institutional Certification Form lt lt _ OMB Number 1845 0048 Form Approved Expiration Date 11 30 2015 Federal Perkins Loan Program NDSL Assignment Form Institutional Certification d on the attached manse 4 Federal Perkins Loan Program National Di ent Lo or National Defense Student Loan Program loans authorized under Title IV Past E of the Higher Education Act of 1965 as amended or authorized under Title Il of the National Defense Education Act signing all rights and te of agreement to the United State ense as provided under Section 463 20 U S C 1087 SECTION A INSTITUTIONAL INFORMATION Number NIA STATE UNIVERSITY THE of Institution Line 1 S A ss of Institution Line 2 ICE 5 State Pennsylvania SECTION B CERTI
11. Appendix G Trailer Record Layout Zsid oeiras aiei stestaeccdessivesten ar ia ston tastagecdieedeeeualedess 94 Appendix H How to Create a Pipe Delimited Text File cccccccssccececessesesseseceeeceseeseaeeeeeeseesseseeaeeeeeeseessesnaaees 96 Appendix l How to Create a zip File with PDFS ccccccccccccsssssssscecececesseseaeseeeeeceseeseaaeseeeesesseesaeaeeeeseseeseeseaaeees 98 Appendix J About Automatic Assignment Validations ccccccsssccccecessesecneseceeecessesesaeceeeescessessuaeseeeeeeessesenaeees 99 Appendix K About Automatic Batch Validations c ccccccccccsssssssscesececsssessseeeeeecsssesesaeaeeesecsssesauaeseeeessessessaaeeas 102 Appendix L Assignment Status Definitions for PLAS cccccccssssssececececessesssaeceeeesseeseaeaeeeescsssesaaaeseesessessesenaees 103 Page 4 of 103 Using the Federal Perkins Loan Assignment System About the Perkins Loan Assignment System PLAS About the Perkins Loan Assignment System PLAS ECSI s Perkins Loan Assignment System PLAS is used to electronically submit assignments under the Federal Perkins Loan Perkins Loan Program to the Department of Education the Department Perkins Loan assignments may also include National Direct Student NDSL and National Defense Student Loans Defense Loans This user guide provides technical instructions for this automated assignment process For additional assistance with PLAS contact ECSI Federal Perkins Loan Assignments Su
12. Librarian 15 BGI Librarian 20 BHI Librarian 30 BFM Medical Technician 15 BGM Medical Technician 20 BHM Medical Technician 30 BI Military After 1972 12 5 BFJ Military After 2008 15 BGJ Military After 2008 20 BHJ Military After 2008 30 BE Military Before 1972 12 5 BFN Nursing 15 BGN Nursing 20 BHN Nursing 30 BS Pre K Childcare 15 BFA Public Defender 15 Page 77 of 103 Required Field Name Data Length Description Type Required if there isa cancellation on the loan Required if thereisa cancellation on the loan Required if there isa cancellation on the loan Page 78 of 103 Cancellation Percentage Rate 1 of 6 Principal Cancelled 1 of 6 Interest Cancelled 1 of 6 NUM NUM NUM BGA Public Defender 20 BHA Public Defender 30 BFE Speech Language 15 BGE Speech Language 20 BHE Speech Language 30 BF Teacher After 1972 15 BG Teacher After 1972 20 BH Teacher After 1972 30 BC Teacher Before 1972 10 BD Teacher Before 1972 15 BFU University Faculty 15 BGU University Faculty 20 BHU University Faculty 30 BFV Various 25 BGV Various 20 BHV Various 30 BFP Volunteer 15 BGP Volunteer 20 Percentage rate of Cancellation This value is entered as a percentage xx Xxxx Dollar Value of Principal Cancelled This amount should match field 42 Dollar Value of Interest Cancelled This amount
13. PER24D PER24D Prin Amt Prin Amt Int Due Coll Costs Loaned out Pen Charges 5 000 00 5 000 00 0 00 0 00 2 500 00 2 500 00 0 00 0 00 2 000 00 2 000 00 0 00 0 00 2 000 00 2 000 00 0 00 0 00 1 000 00 1 000 00 0 00 0 00 12 500 00 12 500 00 0 00 0 00 THESE LOANS HAVE BEEN ACCEPTED FOR ASSIGNMENT BY THE UNITED STATES DEPARTMENT OF EDUCATION AS OF 09 11 15 About the Rejected Report The Rejected Report shows assignments rejected by ECSI Federal Perkins Loan Servicer The report shows the information entered for a particular loan and the reason for the rejection The institution can resubmit the assignment US Department O Education ECSI Federal Perkins Loan servicer Report ID ASGN ERROR DET Report Load Date 01 09 2014 section A Borrower Information Borrower Name Last Smith Previous Name Date of Birth 04 15 1978 Address1 123 Main st city Gibsonia Telephone 4124567894 Section B Cosigner Information Cosigner Name Last SSN Addressi city Telephone section C Loan Information Historical Type of Loan Pp Date Last Advance 03 15 2000 Default Date 44 Accelerated Date fi x Loan Litigated N Repayment Status Repayment ot Assigned Reason er Please Explain section D Loan Information Financial 5000 00 al Repaid 250 00 1 outstding 4650 00 on Repaid Repaid est Due tstanding 4650 00 Principal Cancelled 100 00 Interest Cancelled Service Start Date 03
14. Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 14 2015 09 02 2015 09 03 2015 09 02 2015 09 14 2015 09 02 2015 09 03 2015 09 14 2015 09 14 2015 99 02 2015 Becky Budner ECSI Show Kelly Policicchio ECSI Show Becky Budner ECS Show Kelly Policicchio ECSI Show Becky Budner ECSI Batch Upload ECS Becky Budner Becky Budner Becky Budner Select Action HJ Select Scect Acton Select Select Action Select eetan E Select Select Action w Select Select Action z Select Action View Assignment Edit an Existing Assignment Delete an Existing Assignment Attach Assignment Documents nment Validation 09 02 2015 Batch Upload 09 02 2015 Batch Upload Batch Upload Batch Upload View Validation Error List Entered Select Action 367545410 DARRYL FRASER 09 02 2015 6 Continue reviewing assignments with validation errors and correcting the errors by repeating steps 1 5 Page 48 of 103 Using the Federal Perkins Loan Assignment System The Loan Assignment Upload Method Overview Print the Manifest The information on the manifest enables processors at ECSI Federal Perkins Loan Servicer to associate the supporting documents received via mail with the associated loan assignments in PLAS Note The Department requires that ECSI Federal Perkins Loan Servicer receive the hard copy original or certified copy promissory
15. accelerated Date of Acceleration is after the Date of Last Disbursement when the loan is accelerated Using the Federal Perkins Loan Assignment System Page 99 of 103 25 26 27 28 29 30 31 32 Date of Acceleration is after the Date of Last Grace Period Ended or Will End when the loan is accelerated Date of Acceleration is after the Date of Default when the loan is accelerated Litigation Date is present and valid Litigation Paperwork Box is checked as being received Borrower Repayment Status is Repayment on a loan that is not in default but is accelerated or litigated Borrower Repayment Status is present on a loan that is not in default Reason loan is being assigned or has been determined to be uncollectable is present Explanation of reason the loan is being assigned or has been determined uncollectable is present if code 8 is present for validation in number 31 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 Disbursement Amount is present Principal Amount Outstanding is present Total Amount Outstanding is present Type of Cancellation is present on Cancellation 1 2 3 4 5 6 Cancellation Percentage Rate is present on Cancellation 1 2 3 4 5 6 Cancellation Principal Cancelled is present on Cancellation 1 2 3 4 5 6 Cancellation Interest Rate is present on Cancellation 1 2 3 4 5 6 Cancellation Service Start Date is present an
16. cosigner present on the loan Not required unless cosigner present on the loan Not required unless cosigner present on the loan No Yes Field Name Cosigner ALPHA Address City Cosigner ALPHA Address State Cosigner Zip NUM Code Cosigner ALPHA Country Name Date of First NUM Disbursement Type of Loan ALPHA Applicable NUM Interest Rate on Loan Date of Last NUM Disbursement Using the Federal Perkins Loan Assignment System 25 11 30 Description City of the cosigner named for the loan Field is required if a cosigner is present on the loan 2 letter abbreviation of state of the cosigner of the loan Field is required if a cosigner is present on the loan The ZIP code of the cosigner of the loan Field is required if a cosigner is present on the loan Country name of cosigner of the loan The date the borrower received the first disbursement on their loan This date will use the following format YYYYMMDD Year Month Day The type of loan to be assigned Valid types are P Perkins National Direct Student Loan E National Defense Student Loan Percentage rate of the loan This value is entered as a percentage XX XXxX The date the last loan disbursement was received This Page 73 of 103 Yes Required if loan was defaulted Yes Required if loan is accelerated Yes Required if loan was litigated Page 74 of 103 Date of Last Grac
17. marked as School Pending Correct any validation errors and validate the batch again Once an assignment has successfully passed validation the status will change to Submitted Print the Manifest Print one manifest per batch to accompany all hard copy original or certified copy promissory notes and mail to ECSI Federal Perkins Loan Servicer The user will need to mail supporting documentation that was not uploaded to the system All documentation must be mailed within five 5 business days once the status of the assignment has changed to Submitted ECSI Federal Perkins Loan Servicer Validation A manual validation process occurs once ECSI Federal Perkins Loan Servicer receives hard copy original or certified copy promissory notes and other supporting documents If the assignments pass manual validation the status will change to Accepted If the assignments fail manual validation then the status will change to ECS Pending ECSI Federal Perkins Loan Servicer staff will contact the submitting institution promptly by phone to verify or correct the information The ECSI Federal Perkins Loan Servicer staff member will contact the person listed as the Authorized Institution Official in Section B on the Institutional Certification Form Once the institution corrects the discrepancies the status will change to Accepted The Department officially accepts assignments in Accepted status and ECSI Federal Perkins Loan Servicer will begin servicing the lo
18. text file the system populates the Institutional Certification Form screen as well as the Assignment Borrower and Loan Information Form for each of the loan assignments listed in the pipe delimited text file Page 38 of 103 Using the Federal Perkins Loan Assignment System The Loan Assignment Upload Method Overview Upload Assignments via a Data File 1 Log into PLAS from the Menu screen Click Perkins Loan Assignment System On the Assignment Certification Form Administration screen click Upload a Batch from a File Assignment Certification Form Administration Message New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number SSN Last Name DateRange From os pi e015 tobo ha feois Create Batch Report Entry Forms Form Actions electi DELG tatisticsyAlert 681 09 02 2015 Show Select Action w Select 682 09 02 2015 Show Select Action Select 684 09 02 2015 Show Select Action Select 68 09 02 2015 Show Select Action w Select 688 09 11 2015 Show Select Action Select 2 On the Upload Batch screen click the Browse button that appears after Data File When the user s operating system dialogue box Windows Explorer or Mac opens navigate to the location of the pipe delimited text file that contains the data for the loan assignments and double click on the file name The operating system dialogue box closes and the path to the file appears next to t
19. 015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show acute mont nak lew Validation Error Lisi 2361 School Pending 834197645 DELPHINE CORMIER 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Select Action 2362 School Pending 822154665 KIRA MANNING 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Select Action v 2363 School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Select Action 2364 School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Select Action Count 10 4 On the Borrower and Loan Information Form update the errors that are listed on the Assignment Borrower and Loan Form Error List screen Click Save at the bottom of the screen The status of the assignment will change from School Pending to Entered MENU LOGOUT Borrower and Loan Information Form _ _ _ _ _ _ _ _ Message Federal Perkins Loan Program NDSL Assignment Form Borrower and Loan Information ADMINISTRATIVE INFORMATION Prom Note Received F Prom Note Received Date Payment History Received M Interest Rate Matches Prom M Form 1845 Matches Prom M Date of Last Disbursement After Date of Departure Explanation Received M Return From TPD Servicer M No SSN Provided and Loan Made before September 13 1982 T Due Diligence Documentation Received M Approve First and Last Disbursement D
20. 0150528 2 BAKER SAMANTHA L 789542563 SAM BAKER 19750914 19991205 A 123 MAIN STREET APT 5 4125551212 PITTSBURGH PA 15203 UNITED STATES MARTIN JOHN R RYAN JAKE M 753869421 19601210 19900515 A 1720 South Street 4125649875 PITTSBURGH PA 15203 UNITED state TTI IILI TN 119940815 P 5 19950 15000 00 0 3500 00 1000 00 10500 00 700 00 3250 00 0 13750 00 eT example of empty fields Using the Federal Perkins Loan Assignment System Page 67 of 103 Appendix E Assignment Record Layout The following table indicates how each of the assignment record fields must be formatted when the data file is uploaded to PLAS Institutional Certification Form Header Yes No Page 68 of 103 Required Field Name Data Type Name of pitt Institution OPEID NUM Street ALPHA Address 1 NUM Street e Address 2 City ALPHA State ALPHA ZIP Code NUM Name of ee Authorized Institutional Official Phone Kon Number Title of AEREA Authorized Institutional Official Length 60 35 35 25 14 50 20 30 Description Name of the Institution OPEID of the Institution named in Field 1 Street address Line 1 of the Institution named in Field 1 Street address Line 2 of the Institution named in Field 1 City of the Institution named in Field 1 Two letter abbreviation for the state the Institution in Field 1 is located Mailing ZIP code of the Institution named in Field 1 Full name of authorized institut
21. 03 Page 62 of 103 Using the Federal Perkins Loan Assignment System Appendix A About Data File Layouts Before a file is uploaded to PLAS a pipe delimited text txt file must be generated that contains e Institutional Certification information in the Header Record e Borrower and Loan Information for each assignment in the Assignment Record e Asummation of key fields in each of the assignment records in the Trailer Record Each field in a pipe delimited data file has a maximum length that cannot be exceeded and must be separated from the next field by a pipe symbol The maximum length along with other information about what must appear in each field is listed in the File Layout table in this appendix IMPORTANT The following format must be used when naming a delimited text file that is uploaded into PLAS ASSIGN OPEID YYYYMMDDHHMMSS txt Follow the rules below when editing data in a delimited text file e Allow the fields to wrap without pressing Enter Using the Enter key will cause an error to occur when PLAS is processing the batch file e Donot use dollar signs in fields containing a monetary value e Include a decimal point to indicate the cents associated with an amount e Trim the leading zeros on the left of the decimal point from numeric fields e Leave off trailing blanks from text fields e Enter a second pipe to indicate that a field is empty when a field does not contain any data Using the Federal
22. 103 N N N N ce Page 88 of 103 Required Required if there isa fifth cancellation on the loan Required if thereisa fifth cancellation on the loan Required if there isa fifth cancellation on the loan Required if thereisa fifth cancellation on the loan Required if there isa fifth cancellation on the loan Required if there isa sixth cancellation on the loan Field Name Cancellation Percentage Rate 5 of 6 Principal Cancelled 5 of 6 Interest Cancelled 5 of 6 Cancellation Service Start Date 5 of 6 Cancellation Service End Date 5 of 6 Type of Cancellation 6 of 6 Important The data file NUM NUM NUM NUM NUM ALPHA Description Percentage rate of Cancellation This value is entered as a percentage xx Xxxx Dollar Value of Principal Cancelled This amount should match Field 42 Dollar Value of Interest Cancelled This amount should match Field 46 The date the cancellation began for the loan This date will use the following format YYYYMMDD Year Month Day The date the cancellation ended for the loan This date will use the following format YYYYMMDD Year Month Day The following values are valid when defining the type of cancellation BFS Child Family Early Intervention 15 BGS Child Family Early Intervention 20 BHS Child Family Early Using the Federal Perkins Loan Assignmen
23. 15 2001 Service End Date 03 15 2002 WE ARE RETURNING THE LOAN IDENTIFIED FOR THE REASONCS LISTED BELOW Perkins Assignment error Detail Report For Originating School 24567894 STATE UNIVERSITY THE First Maggie SSN 123456789 Departure Date 06 15 2000 Address2 State PA Zip 15203 First middle Address2 State Zip Applicable Interest Rate 5 000 Last Grace Period Date 03 15 2001 Loan Accelerated N Litigation Date FP x Principal Adjusted Principal Cancelled 100 00 Collection Costs Penalty Late Charges Interest Cancelled Cancellation Type 2 Percentage Rate Principal cancelled Interest Cancelled Service Start Date Service End Date A MANIFEST MUST ACCOMPANY EACH RESUBMISSION PACKAGE RETURNED TO THE ECSI FEDERAL PERKINS LOAN SERVICER Error Codes 0082 Interest Rate on Prom Note or Judgment does not match Interest Rate on Form 1845 0048 Using the Federal Perkins Loan Assignment System Page 53 of 103 View Edit and Delete a Batch View Edit and Delete a Batch Use the Search Options to locate an entered batch in PLAS The system will allow the batch to be viewed edited and deleted Note If the status has been changed to Submitted then the user will not be able to edit or delete the batch Contact ESCI Federal Perkins Loan Servicer to delete the batch if the status has been changed to Submitted View a Batch Use the Search Options to access and view the Institutional Cer
24. 2015 Becky Budner ECSI Sh Delete an Existing Assignment cnoc Penang 3 024 aten Upioad 3 03 ecky Budner Ow Attach Assignment Documents 2360 School Pending 899654111 ART BELL 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Execute Assignment Validation View Validation Error List 2361 School Pending 834197645 DELPHINE CORMIER 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Select Action 2362 School Pending 822154665 KIRA MANNING 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Select Action v 2363 School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Select Action 2364 School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Select Action Count 10 4 On the Borrower and Loan Information Form update the errors that are listed on the Assignment Borrower and Loan Form Error List screen Click Save at the bottom of the screen The status of the assignment will change from School Pending to Entered MENU LOGOUT Borrower and Loan Information Form lt e Message Federal Perkins Loan Program NDSL Assignment Form Borrower and Loan Information ADMINISTRATIVE INFORMATION Prom Note Received M Prom Note Received Date Payment History Received M Interest Rate Matches Prom M Form 1845 Matches Prom M Date of Last Disbursement After Date of Departure Explanation Received M Ret
25. 833154452 BETH CHILDS 09 02 2015 Batch Upload ECS 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload School Pending 834197645 DELPHINE CORMIER 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload EGI EGI Ol EGI Ol EGI EGSI ECS EGS 09 14 2015 09 03 2015 09 03 2015 09 04 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner ESI om ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show Select Action Select Action Select Action View Assignment Edit an Existing Assignment Delete an Existing Assignment Attach Assignment Documents Execute Assignment Validation View Validation Error List Select Action Select Action z Select Action z Select Action x 2 On the Assignment Borrower and Loan Form Error List screen review the error messages and either click Export to Excel to view the errors in a separate spreadsheet or click Return to Assignment List to return to the Assignment Borrower and Loan Form Manifest screen and update the existing assignment Page 30 of 103 Assignment Borrower and Loan Form Error List Message Refresh List Return to Assignment
26. A 54 Edita Bate Meretini cect tines ea E EA OEA a a A T EA E 56 Deleted Batch inii eieaa aae a a Ea aA E E ANE AE a ESE EEAS REE AA OA E aa AiE EA Ta EEEE VENEEN 57 View Edit and Delete an ASSISNMENK ccccecsessssecececessesenaececececesseseaaeseeeesseesesaeaeeeeeeesseseaaeaeeeesceseeseaaeseeeesesssesaaees 58 Vi WwamMmASSiEnMENt eeina a r eee E aa E a a a ea a a deal esate tees eases dete 58 Editan Assignment ene ee ee ee ee 60 Delete sani ASSISMIMENE AE EEEE cake dees ae eevee dated Sates dare hel eee heat eee 61 Appendices orna ba iv ras ea Le ee a a aSa 62 Appendix A About Data File Layouts cccccccccccsesssesssaececececeeseaeaeeececesseseaaeaeeeeecesseseaaeaeeeescessesaaaeseeeessusseseaaeeas 63 Appendix B About the Header R COMd cssccccccessssesssaesececesesseaeaeeececsseesesaeseeeeecesseseaaeaeeeesesseesauaeaeeeesenssessaaees 64 Appendix C Header Record Layout cccccssssccececeeessesseaeeececeseesesaeaeeeeeceseesaaeaeeeeecesseseaaeseeeesesssesaaaeseeeeseessesnaaeees 65 Appendix D About Assignment R COmKdS cccccssssssssnsececessesssssaesececessesseasansecuceesenssasaeseceesesenssasaesecuesesensanaeees 67 Appendix E Assignment Record Layout cc cccccccsssssessssecececessesesnsseeeeeceseeseaseseeeeeceseeseaaeseeeeseussesaaaeseeeesessseseaaeees 68 Appendix F About the Trailer Record cccssccccccessssessaecececeseeseeaeeeeeceseesesaeaeeeeeceseeseaaeaeeeeseusseseaaeseeeessussesaaeass 93
27. Becky Budner ECSI Show Becky Budner ECSI Show Becky Budner ECS Show Becky Budner ECSI Show Becky Budner ECS Show Select Action H select Select Acton Hj Select Select Action H Select Select Action H Select Select Action H Select a E saec Select Action H Select Select Action H Select Select Acton H Select Select Acton H Select 3 On the Assignment Borrower and Loan Form Manifest screen click the drop down arrow next to an assignment select View Assignment and click Select The Borrower and Loan Information screen opens in a new tab and allows the user to view the assignment Click the X to close the tab to return to the Assignment Borrower and Loan Form Manifest screen Note To make changes to the assignment see the instructions for Edit an Assignment Assignment Borrower and Loan Form Manifest Message New Assignments Other Create a New Assignment Return to Batch List Search Options M Entered M school Pending M Submitted M Reviewed M ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 682 Create Loan Report BequenceiBtatus BSN Borrower Name Entry Date entered by ast Edited Datdlast Edited By Documentyacions eleo 255 256 2357 258 259 2360 2361 2362 2363 2364 ECSI Pending 856452165 SARAH MANNING 09 02 2015 Batcl School School School School School School School School School Pending 45213325 FELIX DAWKINS 09 02 2015 Batc
28. Certification Form Administration Message Validation completed with 0 forms skipped and 10 forms validated New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number m SSN Last Name Date Range From 08 31 015 Tojo fi4f j201s Find Find Find Find Create Batch Report Entry Forms Form t Batch Date tatisticsAlert 681 682 634 65 09 02 2015 Show 09 02 2015 Show 09 02 2015 Show 09 02 2015 Show 09 11 2015 Show Actions X view Manifest x Select Action H Select Action Select Action select Action H Select Select Select Select Select If validation of the batch is successful the status of all assignments in the batch is changed to Submitted If validation of the batch is not successful the status of the assignments in the batch will display School Pending If errors appear in the loan assignment data corrections are required before the validation for the assignment is performed again Assignment Borrower and Loan Form Manifest Message Form validated without errors MENU LOGOUT New Assignments Create a New Assignment Other Return to Batch List Search Options M Entered M School Pending M Submitted M Reviewed V ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 682 Create Loan Report SE Se Enty Date Entered By
29. DS 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Select Action Hj Select 2364 School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Select Action Select Count 10 2 Edit the information on Borrower and Loan Information Form and click Save at the bottom of the page to save the changes Page 60 of 103 Using the Federal Perkins Loan Assignment System View Edit and Delete an Assignment Delete an Assignment To delete an assignment in PLAS follow the steps below 1 On the Assignment Borrower and Loan Form click the drop down arrow next to the assignment select Delete an Existing Assignment and click Select Assignment Borrower and Loan Form Manifest Message You cannot edit the form at this time New Assignments Other Create a New Assignment Return to Batch List Search Options M Entered M school Pending M submitted Y Reviewed M ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 682 Create Loan Report Sequence status BSN Borrower Name Entry Date entered by last Edited Dateltast Edited by ocumentyactions elect 255 ECSI Pending 56452165 SARAH MANNING 09 02 2015 Batch Upload ECSI 09 14 2015 Tom Sinton ECSI Show Select Action gt Select 236 School Pending 845213325 FELIX DAWKINS 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Delete an Existing Assignment
30. FICATION Tunderstand that iI know false statem ation on this form in the course of assigning loans to the United States Department of Education I am subject to a fine of up to 10 000 or imprisonment of up to five 3 years or both under provisions of the United States Criminal Code 18 USC 1001 7 Typed Name of Authonzed Institutional Official 8 Phone Number 9 Typed Title of Authorized Institutional Official 10 Alternate Contact Person 11 Signature of Authorized Institutional Offical 12 Cernication Date Month F day SECTION C MANIFEST ADMINISTRATIVE INFORMATION Received Date Assignments Received Forms Rejected Before Data Entry 9 01 Save Cancel 3 Initially the information in Section C Manifest will be blank The manifest section automatically populates once assignments are entered into the system SECTION C MANIFEST Detailed Instructions 4 The system will automatically populate the number of loan assignments that are added to the batch in the Assignments Received field Click Save ADMINISTRATIVE INFORMATION Received Date gt Assignments Received Forms Rejected Before Data Entry 09 01 2015 o 0 Save Cancel Page 22 of 103 Using the Federal Perkins Loan Assignment System Loan Assignment Data Entry Method Enter Loan Assignments Like the paper Assignment and Borrower Loan Form this page in PLAS holds detailed information about a loan assignment
31. Field Name Data Length Description Type Required if there isa second cancellation on the loan Page 80 of 103 Cancellation Percentage Rate 2 of 6 NUM BHJ Military After 2008 30 BE Military Before 1972 12 5 BFN Nursing 15 BGN Nursing 20 BHN Nursing 30 BS Pre K Childcare 15 BFA Public Defender 15 BGA Public Defender 20 BHA Public Defender 30 BFE Speech Language 15 BGE Speech Language 20 BHE Speech Language 30 BF Teacher After 1972 15 BG Teacher After 1972 20 BH Teacher After 1972 30 BC Teacher Before 1972 10 BD Teacher Before 1972 15 BFU University Faculty 15 BGU University Faculty 20 BHU University Faculty 30 BFV Various 25 BGV Various 20 BHV Various 30 BFP Volunteer 15 BGP Volunteer 20 Percentage rate of Cancellation This value is entered as a percentage xx Xxxx Using the Federal Perkins Loan Assignment System Required Required if there isa second cancellation on the loan Required if there isa second cancellation on the loan Required if thereisa second cancellation on the loan Required if there isa second cancellation on the loan Required if there isa third cancellation on the loan Field Name Data Le Type NUM Principal Cancelled 2 of 6 Interest NUM Cancelled 2 of 6 Cancellation NUM Service Start 2 of 6 Date Cancellation NUM Service End Date 2 of 6 Type of AL
32. From os 21 e015 topo ft4 feo15 Find Create Batch Report Entry Forms Form Actions Batch Date tatisticsAlerts 681 09 02 2015 Show Edit Institutional Form Institutional Form Edit Institutional Form x Select lt 682 09 02 2015 Show Delete an Exisiting Batch Select 684 09 02 2015 Show Select Action View Institutional Form 68 09 02 2015 Show View Manifest Edit Institutional F 688 09 11 2015 Show arvaa aran z Execute Batch Validation Pomo 2 Click OK to delete the batch or click Cancel to exit without deleting the batch Are you sure you want to delete the batch Cancel Using the Federal Perkins Loan Assignment System Page 57 of 103 View Edit and Delete an Assignment View Edit and Delete an Assignment Use the Search Options dialog box to locate assignments in PLAS View the assignments on the Borrower and Loan Information Form Manifest screen When a loan assignment search is entered based on a borrower s name or social security number the search function displays all batches that contain assignments matching the criteria entered Note If the status has been changed to Submitted then the user will not be able to edit or delete the Assignment Contact ESCI Federal Perkins Loan Servicer to delete the assignment View an Assignment 1 On the Assignment Certification Form Administration Manifest screen use the Search Options dialog box to search for a ba
33. I Federal Perkins Loan Servicer receives hard copy original or certified copy promissory notes and other supporting documents If the assignments pass manual validation the status will change to Accepted If the assignments fail manual validation then the status will change to ECS Pending ECSI Federal Perkins Loan Servicer staff will contact the submitting institution promptly by phone to verify or correct the information The ECSI Federal Perkins Loan Servicer staff member will contact the person listed as the Authorized Institution Official in Section B on the Institutional Certification Form Once the institution corrects the discrepancies the status will change to Accepted The Department officially accepts assignments in Accepted status and ECSI Federal Perkins Loan Servicer will begin servicing the loan Page 36 of 103 Using the Federal Perkins Loan Assignment System The Loan Assignment Upload Method Overview Login to PLAS Upload delimited text file containing assignments Optional Upload zip file with supporting documents PDFs only Data validated Loan Assignment Upload Method Process Flow User must correct data in delimited file Fail during pre load Pass v Data is populated to forms and appears in PLAS The Status will change to Entered User validates batch Validated Pass v Status updated to Submitted i Print manifests and mail promis
34. List Export to Excel Error List for Assignment 2356 in Batch 682 LG Ma o s 0019 0020 Date of Default is invalid in the future or missing Count 2 Date of Last Grace Period Ended or Will End is invalid or missing Using the Federal Perkins Loan Assignment System Loan Assignment Data Entry Method 3 On the Assignment Borrower and Loan Form Manifest screen click the drop down arrow next to the Sequence select Edit an Existing Assignment and click Select MENU LOGOUT Assignment Borrower and Loan Form Manifest qn Message New Assignments Other Create a New Assignment Return to Batch List Search Options M Entered M school Pending M submitted M Reviewed Y ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 682 Create Loan Report STE Se Sed By last Edited Datellast Edited By DocumentsActions_select 255 Submitted 85645216 SARAH MANNING 09 02 2015 Batch Upload ECSI 09 14 2015 Becky Budner ECSI Show Select Action 2356 School Pending 845213325 FELIX DAWKINS 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show 237 School Pending 865444455 SIOBHANSADLER 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show FEA Action i iew Assignment 258 School Pending 811235468 PAUL DEIRDEN 09 02 2015 Batch Upload ECSI 09 04 2015 Becky Budner ECSI Show 259 School Pending 887456211 DONNIE HENDRIX 09 02 2015 Batch Upload ECS 09 03
35. PHA Cancellation 3 of 6 Important The data file layout can accommodate up to six cancellation records for each loan assignment Using the Federal Perkins Loan Assignment System ngth 8 Description Dollar Value of Principal Cancelled This amount should match field 42 Dollar Value of Interest Cancelled This amount should match field 46 The date the cancellation began for the loan This date will use the following format YYYYMMDD Year Month Day The date the cancellation ended for the loan This date will use the following format YYYYMMDD Year Month Day The following values are valid when defining the type of cancellation BFS Child Family Early Intervention 15 BGS Child Family Early Intervention 20 BHS Child Family Early Intervention 30 BFR Firefighter 15 BGR Firefighter 20 BHR Firefighter 30 BFH Headstart 15 BFL Law 15 Page 81 of 103 Required Field Name Data Length Description Type Page 82 of 103 BGL Law 20 BHL Law 30 BFI Librarian 15 BGI Librarian 20 BHI Librarian 30 BFM Medical Technician 15 BGM Medical Technician 20 BHM Medical Technician 30 BI Military After 1972 12 5 BFJ Military After 2008 15 BGJ Military After 2008 20 BHJ Military After 2008 30 BE Military Before 1972 12 5 BFN Nursing 15 BGN Nursing 20 BHN Nursing 30 BS Pre K Childcare 15 BFA Public Defender 15 BGA P
36. Perkins Loan Assignment System PLAS User Guide Version 1 0 Date 09 18 2015 Table of Contents Page 2 of 103 Using the Federal Perkins Loan Assignment System Table of Contents Table of Contents Table of Contents sects ected ne aii ol dae es About the Perkins Loan Assignment System PLAS ccccssccccsssseeeessseeeeeeees Overview for the User Guide 0 eeeeeesceeseceeececeeeeeaaeeeeaaeceeeesaeeeeaaeeneaeeeeeeees Two Factor Authentication eecceesseeeeneeeeeeeeeaeeeeaeeeeeeeeeeaeeeeaaeeeeaeeeeeeeees Administrative Procedures cccceesceceeccessneeeececeeeeeceaeeeeaaeeeeaeeseaeeeeaaeeneaeeseeeees Request User ACCESS acranca osanna aaia aa A Ta NAA Reset a PaSSWOIKG i ecseri eami area aa a a aa aE aeai Disable User ACCESS scccsstctcdeivvsccevenceesnetvssescdsnsecsnsenvscteestaeesusdesosneesaststlaceses ACCESS PLAS innet a a a n a The Loan Assignment Data Entry Method Overview ccsssssccceeesessessseeeeees Loan Assignment Data Entry Method c ccccccccsssssssceceeecsesessaeseeeeseessesseaeeeeess Create a NeW Batch rin siian eana ieena aiaa E e A AERO Enter Loan ASSigNMENtS sierras onise aecaieaii aee ideaa ienei Upload Supporting DOCUMENLS c cccccccecesssssssececeescessesssaeceeeeseessesseaeeeeess Execute Batch Validation essssssessssssrsssrsssrsssrrssrnssrrssrrssersserssesssesssesssesssess View and Correct Validation ErroOrfS ssssssssssssissresirssrsssrrssinssrnssrrssrn
37. Perkins Loan Assignment System Page 63 of 103 Appendix B About the Header Record The Header Record must contain the information that appears on the Institutional Certification Form This information must appear in the first line of the data file separated by pipes as shown in the highlighted line below J HEADER J H STATE UNIVERSITY 00234600 1000 STATE STREET OFFICE 157 EVANSTON IL 60201 GINNY BAKER 2315912000 BURSAR CAROLINE MULFORD 20150528 2 BAKER SAMANTHA L 789542563 SAM BAKER 19750914 19991205 A 123 MAIN STREET APT 5 4125551212 PITTSBURGH PA 15203 UNITED STATES MARTIN JOHN R 45 RYAN JAKE M 753869421 19601210 19900515 A 1720 South Street 4125649875 PITTSBURGH PA 15203 UNITED STATES 111111 11 1 19940815 P 5 19950105 15000 001013500 00 1000 00 10500 00 1700 00 3250 0010113750 00 The information that appears in each field is displayed in the Header Record Layout as shown below The file layout indicates the format and length of each field Page 64 of 103 Using the Federal Perkins Loan Assignment System Appendix C Header Record Layout The following table indicates how each of the header record fields must be formatted when the data file is uploaded to PLAS 1 Yes Name of ALPHA 60 Name of the Institution Institution Yes OPEID NUM 8 OPEID of the Institution named in Field 1 Yes Street Address ALPHA 35 Street address Line 1 of the Institution 1 NUM named in Field 1 No Street Address ALPHA 35 S
38. Report Bequencetatus SN Borrower Namentry Date entered By last Edited Datdlast Edited By Documentsctions elect 2354 Submitted 111111111 John Doe 09 02 2015 Becky Budner School 09 10 2015 Melissa Buddemeyer School Show attach Assignment Documents Z Selec 2 Select Action Count 1 View Assignment Edit an Existing Assignment Delete an Existing Assignment Attach Assignment Documents gi45 Ver 01 01 08 Execute Assignment Validation View Validation Error List Using the Federal Perkins Loan Assignment System Page 25 of 103 Loan Assignment Data Entry Method 2 On the Attach Assignment Documents screen click the Browse button next to the name of each document associated with the loan Attach Assignment Documents Message OMB 1845 Institutional Certification _ Browse OMB 1845 Borrower and Loan Information Browse Promissory Note _ Browse Payment History _ Browse Acceleration Documentation _ Browse Litigation Documentation _ Browse Bankruptcy Documentation _ Browse Date of Last Disbursement Explanation _ Browse Due Diligence Documentation _ Browse Miscellaneous Documentation _ Browse Other Documentation _ Browse Upload Documents Return to Manifest No file selected No file selected No file selected No file selected No file selected No file selected No file selected No file selected No file selected No file selected No file sele
39. Text File Note If the user needs assistance with creating the pipe delimited text file contact the institution s IT department Additionally the user can upload a zip file that contains PDFs of the supporting documents for the assignments within the pipe delimited text file For information on how to create a zip file see Appendix I How to Create a zip File with PDFs This is the only opportunity in the process to upload the pipe delimited text file and the zip file If a zip file containing PDFs of the supporting documents for the assignments are not uploaded at this time then the user can skip step 3 under the Upload Assignment via a Data File section and follow the instructions under the Upload Supporting Documents section Note If the user needs assistance with creating a zip file containing PDFs of supporting documents contact the institution s IT department Warning Because a single typographical error can result in an entire data file being rejected by PLAS it is strongly recommended that manual pipe delimited text files txt are not created If the user prefers to enter assignments into PLAS please follow the instructions for the Loan Assignment Data Entry Method Loan Assignment Upload Method When a pipe delimited text file txt is uploaded containing information about multiple loan assignments a batch is automatically created for all of the assignments in the file After PLAS extracts the data from the pipe delimited
40. This includes contact information for the borrower the cosigner if applicable historical and detailed financial information about the loan and any loan cancellation information Follow the steps below to add loan assignments to a batch 1 On the Assignment Certification Form Administration screen click the drop down arrow next to the Batch that will contain the new assignment Click View Manifest and click Select MENU LOGOUT Assignment Certification Form Administration Message New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number L Find su po Find LastName Find DateRange From foa Bi f2ois tojo ha feois Find Create Batch Report Entry Forms Form Actions elect Date tatisticsAlerts 681 09 02 2015 Show View Manifest w Select 682 09 02 2015 Show Select Action Select View Institutional Form 634 09 02 2015 Show View Manifest Select 6 Edit Institutional Form 685 09 02 2015 Show Delete an Exisiting Batch Select 09 11 2015 Show Execute Batch Validation Select Print Manifest 2 On Assignment and Borrower Loan Form Manifest screen click Create a New Assignment Assignments that are created in the system are given a Sequence and will appear under the Batch Number section of the screen MENU LOGOUT Assignment Borrower and Loan Form Manifest Message New Assignments Other Greate a New Assignment Return to Batc
41. account type Appearance and Personalization Change the theme Change desktop background Adjust screen resolution Clock Language and Region View devices and printers Add a device Connect to a projector Adjust commonly used mobility settings Change keyboards or other input methods Ease of Access J Let Windows suggest settings Optimize visual display Programs Uninstall a program Get programs 3 On the Region and Language screen click Additional settings button 4 The Customize Format screen opens Locate the List separator field and click on the field Using the keyboard press the Shift key and the pipe key located under the Backspace key at the same time Click the Apply button and click OK button Numbers Currency Time Date Example Positive 123 456 789 00 Negative 123 456 789 00 Decimal symbol No of digits after decimal Digit grouping symbol Digit grouping 123456789 v Negative sign symbol Negative number format 2 es Display leading zeros 07 Measurement system us Standard digits 0123456789 Use native digits Never Click Reset to restore the system default settings for aa numbers currency time and date ox canei amy Page 96 of 103 Using the Federal Perkins Loan Assignment System 5 Depending upon the version of Microsoft Office the user may need to click the Apply button and click the OK button on the Region and Languag
42. an Using the Federal Perkins Loan Assignment System Page 19 of 103 Loan Assignments Data Entry Method Process Flow Login to PLAS Create a Batch and Enter loan assignment via data entry screens Status updated to Entered AA Upload supporting documents in PDF format AA User to Execute Batch Validation in User must correct system assignment data in PLAS f No upload of supporting documents Assignments failing validation user must mail supporting Validated Fail gt Status updated to School documents to ECSI Pending Pass v Status updated to Submitted Print manifests and mail promissory notes and any other supporting documents to ECSI Federal Perkins Loan Servicer l ECSI Federal Perkins Loan Servicer validates that User must provide supporting documents match the information entered _ corrections to ECSI Federal into PLAS Perkins Loan Servicer i Records fail validation Status updated to ECSI Pending Validated Fail Pass v Status updated to Accepted Assignment will be serviced by ECSI Federal Perkins Loan Servicer Status updated to Exported Page 20 of 103 Using the Federal Perkins Loan Assignment System Loan Assignment Data Entry Method Loan Assignment Data Entry Method Below is the process for using the d
43. anifest screen click the drop down arrow next to the assignment select Edit an Existing Assignment and click Select Assignment Borrower and Loan Form Manifest lt lt Message New Assignments Other Create a New Assignment Return to Batch List Search Options M Entered M School Pending M Submitted M Reviewed M ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 682 Create Loan Report 2355 ECSI Pending 856452165 SARAH MANNING eo a Upload ECSI ee Tom Sinton ECSI a S School Pending 845213325 FELIX DAWKINS 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Edit an Existing Assignment Select School Pending 865444455 SIOBHANSADLER 09 02 2015 Batch Upload EC SI 09 03 2015 Becky Budner ECSI Show Seet acon School Pending 811235468 PAUL DEIRDEN 09 02 2015 Batch Upload ECSI 09 04 2015 Becky Budner ECSI Show Edit an Existing n School Pending 887456211 DONNIE HENDRIX 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show polte prh Bee eats School Pending 899654111 ART BELL 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budher ECSI Show rore ament ikain 2361 School Pending 834197645 DELPHINE CORMIER 09 02 2015 Batch Upload ECSI 09 03 2015 Becky Budner ECSI Show Select Action 2362 School Pending 822154665 KIRA MANNING 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Select Action Hj Select 2363 School Pending 833154452 BETH CHIL
44. ar amount of Total Interest Cancelled for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Interest Due for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Collection Cost Penalties and Late Charges for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Outstanding Amount for all assigned loans within the batch in the following format 99999999 99 Page 95 of 103 Appendix H How to Create a Pipe Delimited Text File This section of the user guide provides steps on how to create a pipe delimited text file from a Microsoft Excel document Note The user will need to add all leading zeros that are created when using the pipe delimited text file If assistance is required with the creation and format of the pipe delimited text file contact the institution s IT department 1 On the user s computer desktop locate the Start menu and click Control Panel 2 Click Clock Language and Region and click Region and Language Note In older versions of Microsoft office this option may be called Region and Language Adjust your computer s settings System and Security Review your computer s status Back up your computer Find and fix problems Network and Internet View network status and tasks Choose homegroup and sharing options Hardware and Sound User Accounts Change
45. ata entry screens to create a new batch and add assignments to PLAS 1 The user will log into PLAS click Perkins Loan Assignment System Menu Perkins Loan Assignment System Account Administration Perkins Loan Assignment System Change Password Web Reports Logoff Create a New Batch MENU LOGOUT The user must create a new batch before he or she enters an assignment The Institutional Certification Form is used to create the batch The screen is formatted using the same information that is found on the Federal Perkins Loan Program Assignment Form Note The fields in Section A Institutional Administration will automatically populate with the institutional information This section of the form contains the institution s name address OPEID number and the name and contact information for the authorized approver for the transfer of debt through the assignment If needed the user can update the address field 1 Click Create a New Batch located on the Assignment Certification Form Administration page Assignment Certification Form Administration Message New Batches Greate a New Batch Upload a Batch from a File Search Options Batch Number SSN Last Name Date Range From os i31 fe015 To jO9 shia 412015 Find Find Find Find Create Batch Report barnaart Bemet s e Date tatisticsAlert 681 09 02 2015 Show Select Action Hj Select 682 09 02 2015 Show Select Action Select
46. ates not within the same fiscal year M save Cancel Using the Federal Perkins Loan Assignment System Page 47 of 103 The Loan Assignment Upload Method Overview 5 Click the drop down arrow next to the Sequence that has the status of Entered and click Execute Assignment Validation If the errors are corrected the status will change to Submitted If the errors were not corrected an error message will appear in the Message section of the screen and the Status will change to School Pending MENU LOGOUT Assignment Borrower and Loan Form Manifest 4 Message Form validated without errors New Assignments Create a New Assignment Other Return to Batch List Search Options M Entered M school Pending M submitted V Reviewed M ECSI Pending Y Rejected M Accepted V Exported Refresh List Batch Number 684 Create Loan Report SE SE SS Sc ea ET Date Entered By last Edited Datelast Edited By Documentsctions__elect Submitted 721742205 SHANNON MCQUAIN School Pending 155666692 ROBIN MOORE School Pending 211484429 LAURA LEE School Pending 228317696 STACEY CREMEANS School Pending 229158023 DEBBIE WOLSON 249029893 PENELOPLE CONRAD School Pending 253049489 RONDA ERWIN School Pending 284586895 ANNA SMEDLEY School Pending 327503096 ELIZABETH DRYWATER 353643316 ROBERT OLIVE Entered Entered 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch
47. ation Similar to the security process used to access Federal Student Aid systems such as the eCampus Based eCB System authorized users of the Perkins Loan Assignment System PLAS are required to enter two forms of authentication to access the system This security process is an established technology referred to as Two Factor Authentication TFA TFA will require each authorized user to log in to PLAS with his or her Login ID and Password as well as a Security Code generated by a registered TFA security token If a user already has a TFA security token because he or she also has access to one of Federal Student Aid s systems the user only needs to complete the PLAS User Access Form steps outlined below If a user does not have a TFA security token the user should contact the institution s Primary Destination Point Administrator DPA for Federal Student Aid systems to obtain one Once the token is received it will need to be registered In addition the user will need to complete the PLAS User Access Form steps outlined below If an institution s Primary DPA has questions related to TFA security tokens contact the TFA Support Center at 800 330 5947 option 2 or by email at TFASupport ed gov Representatives are available 8 00 a m through 8 00 p m EST Monday through Friday Using the Federal Perkins Loan Assignment System Administrative Procedures Administrative Procedures Institution The responsibility of th
48. ation of required supporting documents and validation of the hard copy original or certified copy promissory notes Reviewed ECSI s PLAS personnel validate the assignment and supporting paperwork submitted electronically An assignment in Reviewed status is pending the arrival of the hard copy original or certified copy promissory notes needed for final validation ECSI Pending The assignment is being reviewed by ECSI PLAS personnel and not ready to be accepted into the servicing system This status indicates ECSI is taking action with the institution or regarding the processing of the required paper documents for the assignment Rejected If the assignment enters Rejected status the assignment will need to be resubmitted via PLAS Accepted The assignment has all data and supporting documentation required The assignment and its supporting documents can be accessed in PLAS for reference The information is read only for all PLAS users Exported The assignment is now being actively serviced by ECSI Federal Perkins Loan Servicer The assignment and its supporting documents can be accessed in PLAS for reference and is read only for all PLAS users Using the Federal Perkins Loan Assignment System Page 103 of 103
49. be corrected If errors appear in the loan assignment data corrections are required before the validation for the assignment is performed again The user can double click on the column heading Sequence SSN or Borrower Name to change the view to descending or ascending order 1 On the Assignment Borrower and Loan Form Manifest screen click the drop down arrow next to the Sequence click View Validation Error List and click Select MENU LOGOUT Assignment Borrower and Loan Form Manifest te Message Form validated without errors New Assignments Create a New Assignment Other Return to Batch List Search Options W Entered M school Pending M submitted M Reviewed M ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 682 Create Loan Report Entry Date Entered By ESTEE POM eRe ean EE 2355 256 257 258 259 2360 2361 2362 2363 Submitted 856452165 SARAH MANNING School Pending 845213325 FELIX DAWKINS School Pending 865444455 SIOBHAN SADLER School Pending 811235468 PAUL DEIRDEN School Pending 887456211 DONNIE HENDRIX School Pending 899654111 ART BELL 09 02 2015 Batch Upload ECS 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload School Pending 834197645 DELPHINE CORMIER 09 02 2015 Batch Upload School Pending 822154665 KIRA MANNING School Pending 833154452 BETH CHILDS S
50. cchio Kelly Active 1 017 284 kp psu de Policicchio Kelly Active 1 017 285 ts psu dpa Sinton Torn Active 1 017 286 ts psu de Sinton Tom Active 1 017 287 mb psu dpa Buddemeyer Melissa Active 1 017 288 mb psu de Buddemeyer Melissa Active 1 017 293 cf psu dpa Fryday Carol Active 1 017 294 cf psu de Fryday Carol Active 1 017 301 bb psu dpa Budner Becky Active 1 017 302 bb psu de Budner Becky Active MENU LOGOUT Page 13 of 103 Administrative Procedures This Page Intentionally Left Blank Page 14 of 103 Using the Federal Perkins Loan Assignment System Access PLAS Access PLAS Once the PLAS User Access Form is completed and access is granted from ECS Federal Perkins Loan Assignment Support users receive two emails from PLASAccess efpls com that contain an eight digit OPEID Login ID and Password credentials With this information users are able to log into PLAS from any computer with internet access This section of the user guide contains instructions to log into the system reset a password and log out of PLAS Log in 1 Navigate to https efpls com the ECSI Federal Perkins Loan Servicer homepage Click the PLAS tile Providing superior technology A Le custom designed solutions and world class customer service since 1972 STUDENTS 2 On the Welcome screen enter the institution s OPEID Login ID Password and the Security Code that appears on the TFA security token Note The system requires an eig
51. chool Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 14 2015 09 03 2015 09 03 2015 09 04 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner ESI om ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show Select Action Select Action Select Action View Assignment Edit an Existing Assignment Delete an Existing Assignment Attach Assignment Documents Execute Assignment Validation View Validation Error List Select Action Select Action z Select Action z Select Action x 2 On the Assignment Borrower and Loan Form Error List screen review the error messages and either click Export to Excel to view the errors in a separate spreadsheet or click Return to Assignment List to return to the Assignment Borrower and Loan Form Manifest screen and update the existing assignment Page 46 of 103 Assignment Borrower and Loan Form Error Lis Message Refresh List Return to Assignment List Export to Excel Error List for Assignment 2356 in Batch 682 LG Ma o s 0019 0020 Date of Default is invalid in the future or missing Count 2 Date of Last Grace Period Ended or Will End is invalid or missing Using the Federal Perki
52. class customer service since 1972 3 Enter the appropriate OPEID the Login ID Password and Security Code that appears on the TFA security token and click the LOGIN button Note The system requires an eight digit OPEID This ID represents the six digits in use by the institution today followed by two zeros Welcome Please log in below to access and manage your account LOG IN TO ACCESS YOUR ACCOUNT OPEID Login ID Password Secunty Code Access Need Help Users Request Logging In Technical Form Guide Page 10 of 103 Using the Federal Perkins Loan Assignment System Administrative Procedures 4 Onthe Menu screen click Users List MENU LOGOUT Menu Perkins Loan Assignment System Account Administration Perkins Loan Assignment System Assignment Entry Personnel Security Form Web Reports Users List Change Password Logoff 5 On the Assignment User List screen locate the Name of the User and click the radio button next to the User Click Reset User s Password MENU LOGOUT Assignment User List Message Actions Disable User Account Reset User s Password Refresh List ee Ee TE C 1 017 283 kp psu dpa Policicchio Kelly Active C 1 017 284 kp psu de Policicchio Kelly Active C 1 017 285 ts psu dpa Sinton Tom Active 1 017 286 ts psu de Sinton Torn Active C 1 017 287 mb psu dpa Buddemeyer Melissa Active 1 017 283 mb psu de Buddemeyer Melissa Active C 1 017 293 cf psu
53. csi2 voll ecsint0 W ecsi2 voll pew fps X schools vdata2 sal local Y Using the Federal Perkins Loan Assignment System Appendix J About Automatic Assignment Validations PLAS automatically checks to make sure that the following information meets the criteria listed below before the validation process runs 1 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Borrower Last Name is present Borrower First Name is present Social Security Number is present Social Security Number is nine 9 digits Borrower Date of Birth is present Borrower Departure Date is present Borrower Permanent Address Line 1 is present Borrower Permanent City is present Borrower State is present Borrower Zip Code is present Borrower Country is present Borrower Telephone Number is present Cosigner Social Security Number is nine 9 digits Date of First Disbursement is present and valid Type of Loan is present Applicable Interest Rate on the Loan is present Date of Last Disbursement is present and valid Departure Date is a date after Date of Last Disbursement unless an exception has been provided Date of Last Grace Period Ended or Will End is present and valid Date of Default is present and valid Date of Acceleration is valid Date of Acceleration is present when the loan is accelerated Date of Acceleration is after Date of Departure when the loan is
54. cted 3 When the user s operating system dialogue box Windows Explorer or Mac opens navigate to the file containing the supporting document and double click on the file name The operating system dialogue box Windows Explorer or Mac closes and the path to the document appears in place of the Browse button Repeat this process for each supporting document associated with the assignment Note Only one file can be uploaded for each PDF file listed on this screen When a file is uploaded it replaces any previously uploaded file 4 Click Upload Documents button at the bottom of the page Upload Documents Return to Manifest When the upload is complete a message at the top of this page indicates whether the upload was successful Page 26 of 103 Attach Assignment Documents Thank you Your files have been successfully transmitted It will take up to 5 minutes for your documents to be loaded for viewing Return to Manifest MENU LOGOUT Using the Federal Perkins Loan Assignment System Loan Assignment Data Entry Method If the wrong file was uploaded or if there were problems with the uploaded file then the system will show an Error Invalid File Type message To correct an error message follow the instructions in the above steps 1 4 to replace the file OMB 1845 Institutional Certification Browse Assignment Borrower and Loan Form csv OMB 1845 Borrower and Loan Information _ Browse N
55. d to Submitted IMPORTANT e The user has two options for uploading supporting documentation to PLAS 1 Enter all assignments in a batch before attaching the supporting documents or 2 upload supporting documents after entering each loan assignment e Even if electronic copies of promissory notes are uploaded to PLAS all hard copy original or certified copy promissory notes must be mailed to ECSI Federal Perkins Loan Servicer via registered mail e Ifthe institution has a letter from the Department with permission to use an alternate supporting document then the letter and alternate document can be uploaded in PDF format to PLAS in place of the required document or the user can mail the letter and alternate document to ECSI Federal Perkins Loan Servicer via registered mail Using the Federal Perkins Loan Assignment System Page 41 of 103 The Loan Assignment Upload Method Overview 1 On the Assignment Borrower and Loan Form Manifest screen locate the loan assignment that requires supporting documents and click the drop down arrow located under the Actions column Click Attach Assignment Documents and click Select MENU LOGOUT Assignment Borrower and Loan Form Manifest Message New Assignments Other Create a New Assignment Return to Batch List Search Options M Entered M school Pending M submitted M Reviewed M ECSI Pending M Rejected M Accepted M Exported Refresh List Batch N
56. d valid on Cancellation 1 2 3 4 5 6 Cancellation Service End Date is present and valid on Cancellation 1 2 3 4 5 6 Cancellation Service End Date is greater than 1 year from Cancellation Service Start Date on Cancellation 1 2 3 4 5 6 Principal Amount Cancelled matches Total Principal Cancelled on all Cancellations Interest Cancelled matches Total Interest Cancelled on all Cancellations Prom Notes were Received Box is checked Departure Date is present when Repayment Status is Not In School Departure Date is blank when Repayment Status is In School Loan Type matches the Date of First Disbursement Interest Rate matches the Date of First Disbursement Date of Last Disbursement is not more than 180 days after the Departure Date Borrower Social Security Number is present on loans made after September 13 1982 Page 100 of 103 Using the Federal Perkins Loan Assignment System 52 The No SSN Provided Checkbox is checked and the Borrower Social Security Number is not present 53 Fiscal year check The first disbursement date and last disbursement date must fall within the same fiscal year or be rejected 54 If the dates are outside of the same fiscal year the loan will fail validation and the message will need to state that there should be two loans assigned per NSLDS regulations Any loans prior to this NSLDS change on 7 1 08 do not need to be validated 55 If the cohort default rate is greater than 20 and due diligence has not been provi
57. ded for an institution the loan will fail validation Using the Federal Perkins Loan Assignment System Page 101 of 103 Appendix K About Automatic Batch Validations When the data file is uploaded the system performs a check for four 4 key pieces of data 1 OPEID of user logging into PLAS must match OPEID in file 2 13 required fields in the header 3 11 required fields in the footer and 4 record count of three 3 or more in the file If the upload passes the system check then a File s uploaded successfully message will appear If the upload fails the system check then an Error message will appear If an Error message is received please check the data file for the four 4 validation items listed above Page 102 of 103 Using the Federal Perkins Loan Assignment System Appendix L Assignment Status Definitions for PLAS Entered Minimum data point requirements have been met to save and create an assignment the assignment has at least an SSN and a name entered An assignment in entered status can be edited by the login group who was responsible for creating it School Pending The institution ran validation on an assignment and there are errors that need to be addressed At this point ECSI cannot edit this assignment that is still under the institution control Submitted The institution ran validation on an assignment and no errors need to be addressed At this point ECSI has control of this assignment to perform its valid
58. dministration Message Validation completed with 0 forms skipped and 10 forms validated New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number SSN Last Name DateRange From jog 31 72015 To J09 fi4 J2015 Find Find Find Find Create Batch Report Entry Forms Form Actions Batch Date tatisticsAlert 09 02 2015 Show 09 02 2015 Show 09 02 2015 Show 09 02 2015 Show 09 11 2015 Show View View Manifest aan select Saect Acton 7 Select Saet Action E Select Select Action z Select 3 If validation of the batch is successful the status of all assignments in the batch is changed to Submitted If validation of the batch is not successful the status of the assignments in the batch will display School Pending If errors appear in the loan assignment data corrections are required before the validation for the assignment is performed again Assignment Borrower and Loan Form Manifest Message Form validated without errors MENU LOGOUT New Assignments Create a New Assignment Other Return to Batch List Search Options M Entered M school Pending M submitted M Reviewed M ECSI Pending M Rejected V Accepted V Exported Refresh List Batch Number 682 Create Loan Report Entry Date Entered By last Edited Dateltast Edited By Documentsctions_seleet Submitted 86452165 SARAH MANNING 09
59. dpa Fryday Carol Active C 1 017 294 cf psu de Fryday Carol Active 1 017 301 bb psu dpa Budner Becky Active C 1 017 302 bb psu de Budner Becky Active 6 On the Reset User Password screen the Login ID field and the Name field are automatically populated Click Generate Random Password to create a temporary password for the user Click Save Password and contact the user with the temporary password The system will direct the user to change the password the next time he or she logs in MENU LOGOUT Reset User Password Message Change Password Login ID bb plas user View User qe Name Demo User Password T Generate Random Password lt q Save Password Return to User List Using the Federal Perkins Loan Assignment System Page 11 of 103 Administrative Procedures Disable User Access To disable user access the Institution Administrator will need to complete the proper sections on the PLAS Access Request Form and follow the instructions below to disable the account in the system IMPORTANT e To disable access for an Institution Administrator all three sections of the PLAS Access Request Form must be completed e To disable access for other users complete and sign the first two sections of the PLAS Access Request Form e The forms must be completed and returned to ECSI Federal Perkins Loan Servicer within one 1 business day between the hours of 8 00 a m to 5 00 p m EST Monday through Fr
60. e Institution Administrator in PLAS is to request access Administrator for users disable a user s account and to reset a user s password This person The Institution will need to contact the institution s Primary Destination Point Administrator Administrator is a DPA for Federal Student Aid systems to obtain a Two Factor Authentication person that is TFA security token appointed by the institution Only the Institution Administrator is authorized to 1 Request access for him or herself and 2 Request access for other users The Access Request Form needs to be completed and sent to PLASAccess efpls com and the Institution Administrator will need to complete information to receive the TFA security token Request User Access 1 Navigate to https efpls com which is the ECSI Federal Perkins Loan Servicer webpage 2 Click the PLAS tile or technology d solutions and world STUDENTS Using the Federal Perkins Loan Assignment System Page 7 of 103 3 On the Login screen click the Access Request Form tile Welcome Please log in below to access and manage your account LOG IN TO ACCESS YOUR ACCOUNT OPED LoginiD Password Securty Code Access Request Form Users Technical Guide Need Help Logging In 4 Print and complete the form EGS Service Never Rests Perkins Loan Assignment System Access Request Administrative Procedures Note The instructions on the form must be followed
61. e Period Ended or Will End Date of Default Loan Accelerated Status Date Loan was Accelerated Loan Litigation Status Date Loan was Litigated NUM NUM NUM NUM NUM NUM date will use the following format YYYYMMDD Year Month Day The date the grace period on the loan ended or will end This date will use the following format YYYYMMDD Year Month Day This field is required The date the loan defaulted This date will use the following format YYYYMMDD Year Month Day This field is required if the loan was defaulted 1 Loan not accelerated 2 Loan accelerated The date the loan was accelerated This date will use the following format YYYYMMDD Year Month Day This date is required if the loan was accelerated 1 Loan not litigated 2 Loan litigated The date the loan was litigated This date will use the following format YYYYMMDD Year Month Day This date is required if the loan was litigated Using the Federal Perkins Loan Assignment System Required Required if loan status is In School Grace Repayment or Deferred Yes Required if Field 39 is 8 Other Yes Required if there was an adjustment to principal amount Required if there was principal amount paid to the loan Required if there was a Field Name Data Length Type Borrower NUM 1 Repayment Status Reason the NUM 1 Loan is being Assigned Assignment ALPHA
62. e screen 6 Once the file is created from data extracted from the institution s loan servicing system format the Microsoft Excel spreadsheet to the specifications listed in Appendices A through G 7 On Microsoft Excel click File and click Save As H Save E Save As RF Open Gi Close 8 On the Save As window create a File Name and click on the drop down arrow next to Save as Type Click the CSV Comma delimited Click the Save button x Save As DF Libraries Documents gt Organize v New folder E Microsoft Exe A Documents library Includes 2 locations Fe Favorites E Nanie E Desktop oy Downloads a Abe Adobe Captivate Cached Projects pi ji E Recent Places P Camtasia Studio G Libraries J My Adobe Captivate Projects Documents TD My Music a Music a E My Pictures _ Arrange by Folder Date modified Type Size 2 24 2014 4 37 PM File folder File folder File folder File folder File folder File folder m File name LukevsVadar Save as type CSV Comma delimited Hide Folders Authors Crawford Kelly Tags Add a tag 9 Locate the file and right click and select Open With and select the Notepad option This will open the pipe delimited text file Print 7 Zip WE Scan with AVG Open with Share with Restore previous versions Send to LukevsVadar Notepad
63. e user s operating system dialogue box Windows Explorer or Mac opens navigate to the file containing the supporting document and double click on the file name The operating system dialogue box Windows Explorer or Mac closes and the path to the document appears in place of the Browse button Repeat this process for each supporting document associated with the assignment Note Only one file can be uploaded for each PDF file listed on this screen When a file is uploaded it replaces any previously uploaded file 4 Click Upload Documents button at the bottom of the page Upload Documents Return to Manifest When the upload is complete a message at the top of this page indicates whether the upload was successful MENU LOGOUT Attach Assignment Documents Thank you Your files have been successfully transmitted It will take up to 5 minutes for your documents to be loaded for viewing Return to Manifest If the wrong file was uploaded or if there were problems with the uploaded file then the system will show an Error Invalid File Type message To correct an error message follow the instructions in the above steps 1 4 to replace the file OMB 1845 Institutional Certification Browse Assignment Borrower and Loan Form csv Error Invalid File Type OMB 1845 Borrower and Loan Information _ Browse No file selected Promissory Note _ Browse No file selected Payment History _ Browse No file
64. eb Reports Logoff 2 To view a report click the v next to the report name MENU LOGOUT View Web Reports This page contains links to PDF documents if you do not have Adobe Reader installed please follow this link to install it Message Period 11 2014 Show Reports iF See ee is 3 wl 5 H lla I v ASSIGNMENT filename csv 11 12 2014 03 30 9 383 Accepted Report v ASSIGNMENT filename pdf 11 12 2014 06 32 3 827 Rejected Report Page 52 of 103 Using the Federal Perkins Loan Assignment System Web Reports About the Accepted Report The Accepted Report contains a summary of loans entered into PLAS accepted by ECSI Federal Perkins Loan Servicer It displays a list of borrower names types of loan loan amounts and outstanding balances There is summary information on the loan including the total number of loans listed in the system and total outstanding balance assigned per OPEID Execution Date 09 11 2015 12 05 55 PM Report Load Date 09 11 2015 US Department of Education ECSI Federal Perkins Loan Servicer Perkins Load Database Report For Originating School 00332900 PENNSYLVANIA STATE UNIVERSITY THE PLAS PLAS Batch Sequence Account Last First Middle Name Number Number Number 678 2342 123456789 baker Rich 678 2346 159369856 lynn rachel 678 2345 321654789 may mary 678 2343 789654321 smith sam 678 2344 987654789 rich richie Debt Id PER24 PER24D PER24D
65. ederal Perkins Loan Assignment System Cancellation NUM Percentage Rate 4 of 6 Principal NUM Cancelled 4 of 6 Interest A Cancelled 4 of BGA Public Defender 20 BHA Public Defender 30 BFE Speech Language 15 BGE Speech Language 20 BHE Speech Language 30 BF Teacher After 1972 15 BG Teacher After 1972 20 BH Teacher After 1972 30 BC Teacher Before 1972 10 BD Teacher Before 1972 15 BFU University Faculty 15 BGU University Faculty 20 BHU University Faculty 30 BFV Various 25 BGV Various 20 BHV Various 30 BFP Volunteer 15 BGP Volunteer 20 Percentage rate of Cancellation This value is entered as a percentage xx xxx Dollar Value of Principal Cancelled This amount should match Field 42 Dollar Value of Interest Cancelled This amount should match Field 46 Page 85 of 103 Page 86 of 103 Required cancellation on the loan Required if thereisa fourth cancellation on the loan Required if there isa fourth cancellation on the loan Required if thereisa fifth cancellation on the loan Field Name Data Type 6 Cancellation Service Start Date 4 of 6 Cancellation ps 2 Service End Date 4 of 6 Type of ALPHA 3 Cancellation 5 of 6 NUM 8 Description The date the cancellation began for the loan This date will use the following format YYYYMMDD Year Month Day The date the cancellation ended for the loan T
66. elow to retrieve the user s password If additional help is needed contact the Institution Administrator 1 From the Welcome screen leave the OPEID Login ID Password and Security Code fields blank Click LOGIN to access the password assistance screen Welcome Please log in below to access and manage your account LOG IN TO ACCESS YOUR ACCOUNT OPEID Login iD Password Security Code Access Need Help Users Request Logging In Technical Form Guide 2 On the Login screen enter the institution s OPEID the user s Login ID and Security Code from the TFA security token Leave the Password field blank Click Email My Password The user s password is sent to the email address listed on the PLAS Access Request Form For further assistance with password reset contact the Institution Administrator Login Please identify yourself If you do not know the required information for the fields listed below please contact your Institutional Administrator Message You must provide your Login ID Items marked with are required OPEID Login ID Password Security Code Log In Email My Password E Using the Federal Perkins Loan Assignment System Page 17 of 103 This Page Intentionally Left Blank Page 18 of 103 Using the Federal Perkins Loan Assignment System The Loan Assignment Data Entry Method Overview The Loan Assignment Data Entry Method Overview The user will need to perform the following step
67. ers will need to validate the batch immediately Users have the option of validating the batch after all assignments are entered or validating the batch after each assignment is entered To view a list of validations that PLAS runs view Appendix J About Automatic Validation 1 On the Assignment Certification Form Administration screen click the drop down arrow next to the batch click Execute Batch Validation and click Select Assignment Certification Form Administration Message New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number Find SSN Find Last Name Find DateRange From fos 21__ f2015 tolg sha e015 Find Create Batch Report Entry Forms Form Actions Batch Date tatisticsAlert 681 09 02 2015 Show Execute Batch Validation Select lt 682 09 02 2015 Show Select Action View Institutional Form 684 09 02 2015 Show View Manifest Edit Institutional Form 685 09 02 2015 Show Delete an Exisiting Batch 09 11 2015 Show Execute Batch Validation Print Manifest Page 28 of 103 Using the Federal Perkins Loan Assignment System Loan Assignment Data Entry Method 2 On the Assignment Certification Form Administration screen the system will display a validation completed message Click the drop down arrow next to the batch number then select View Manifest and click Select to review the validation for the assignment Assignment
68. esneinyarsedeees 63 Appendix B Abou t the Header Record 35 5 is c2 gcsccec eestec dicececevaaeseee cin gens Aneaeae aaidaki even 64 Appendix C Header Rec rd Layout cissiire ia aceccueshsvescyscestesacenenes conseesdoes snes cuese evs teubansdebensensepetduanevecaseounetaryl oaxess 65 Appendix D About Assignment ReGords c cc cc2ccccassees scccecennscnceseadedeesccseeenonccdeviasdseespondeneesncuadeenosoondeencdndage 67 Appendix E Assignment Record Layout cc cccfcc decs cach cendageesveeeeet ced sdce tacendi beet wns iiiaae Cavsenieued deduenasebune ste degete 68 Appendix F About the Trailer Recess cacein coe cdiv ces dusveececceue bes evctbessedetusessuntoesasdessacsutaveesboettvatedvansmesneensscsvesee 93 Apoendix G Trailer Record Layout eiii aaia i aaia a hanes dee ee 94 Appendix H How to Create a Pipe Delimited Text File cee ceeccesessceeeeeeeeeceeeeeeesneneeeeaeeeeeaesnaaeeesaeeeeaaesseeaeeaes 96 Appendix l How to Create a zip File With PDFS seeessessceeseceeeceeeeeeeeseeeeeaeeceeaesaneeeeaeceaaessaeteseeeeeaeeeeneaensaes 98 Appendix J About Automatic Assignment Valid ations ee cecceecceeeeeeeceeeeeeaeeeeaeeceaeeeeaaeseeaaesteeeseaeeeeaaeeteaeeesaes 99 Appendix K About Automatic Batch Validations 2 6 c2cccc cseeececagneccecabesoeecsiecececeteendernieen dvacdenacensboceeestdnees 102 Appendix L Assignment Status Definitions for PLAS eecceessecescceteseeeeeeceeaceseeeeeaeeeeaceeeeesessneneaaeeeeenenseeetens 1
69. h List Search Options M Entered Y school Pending M submitted V Reviewed M ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 681 Create Loan Report SE SE SC NameEntry Date Entered By last Edited Datellast Edited By e lec 2 4 Submitted 111111111 John Doe 09 02 2015 Becky Budner School 09 10 2015 Melissa Budderneyer School Show Select Action Select Count 1 Using the Federal Perkins Loan Assignment System Page 23 of 103 Loan Assignment Data Entry Method 3 On the Borrower and Loan Information Form screen enter information for each loan assignment in the batch All fields marked with a red asterisk are required fields and must be completed Borrower and Loan Information Form Message Federal Perkins Loan Program NDSL Assignment Form Borrower and Loan Information SECTION A BORROWER INFORMATION 1 Current or Last Known Name Last First MI 4 Date of Birth Month S Day zh Year x Current or last known permanent address 2 3 Social Security Number 6 Current or last known permanent address 8 Current or last known permanent city 9 Current or last known permanent state State Current or last known permanent country SECTION B COSIGNER INFORMATION Complete if applicable 11 Name of cosigner of Loan Last First MI MENU LOGOUT OMB Number 1845 0048 Form Approved Expiration Date 11 30 2015 2 Previous Name
70. he Data File Browse button If the user is not uploading the zip file containing PDFs of supporting documentation for each of the loan assignments click the Upload Batch button and continue to Step 4 Data File Browse No fle selected Image File Browse No fle selected Upload Batch Return to Batch List Using the Federal Perkins Loan Assignment System Page 39 of 103 The Loan Assignment Upload Method Overview 3 To upload the zip file containing PDFs of supporting documentation for each of the loan assignments submitted in the pipe delimited text file click the Browse button that appears after Image File When the user s operating system dialogue box Windows Explorer or Mac opens navigate to the location of the zip file and double click on the file name The operating system dialogue box closes and the path to the document appears next to the Image File Browse button Click Upload Batch button Note The user can upload supporting documentation in the Attach Loan Documents screen Data File Browse No fle selected Image File Browse Upload Batch lt amp 4 When the data file is uploaded the system performs a check for four 4 key pieces of data 1 OPEID of user logging into PLAS must match OPEID in file 2 13 required fields in the header 3 11 required fields in the footer and 4 record count of three 3 or more in the file If the upload passes the system check then a File s u
71. heres to the IFAP standards and regulations and is the only approved method of electronic transmission No other electronic forms or data transmitted to ECSI outside of this Loan Assignment System LAS will be accepted Hard copy submission of forms containing PII data must adhere to xxx standards Rules of hard copy submission The sharing of passwords or two factor authentication tokens required to gain access to this system is I acknowledge receipt of understand my responsibilities and will comply with the Rules of Behavior for the Loan Assignment System LAS understand that failure to abide by the rules may lead to permanent loss of access to LAS further understand that violation of these rules and responsibilities may be prosecutable under local State and or Federal MENU LOGOUT Menu Perkins Loan Assignment System Account Administration Perkins Loan Assignment System Change Password Web Reports Logoff Log out of PLAS To log out of PLAS click the LOGOUT link located at the top of all pages within the system Another way to log out is to close the browser window After 15 minutes of inactivity in the system the user is automatically logged out MENU LOGOUT Perkins Loan Assignment System Account Administration Perkins Loan Assignment System Change Password Web Reports Logoff Page 16 of 103 Using the Federal Perkins Loan Assignment System Access PLAS Retrieve a Password Follow the instructions b
72. his date will use the following format YYYYMMDD Year Month Day The following values are valid when defining the type of cancellation BFS Child Family Early Intervention 15 BGS Child Family Early Intervention 20 BHS Child Family Early Intervention 30 BFR Firefighter 15 BGR Firefighter 20 BHR Firefighter 30 BFH Headstart 15 BFL Law 15 BGL Law 20 BHL Law 30 BFI Librarian 15 BGI Librarian 20 BHI Librarian 30 BFM Medical Technician 15 Using the Federal Perkins Loan Assignment System Required Field Name Data Length Description Type Using the Federal Perkins Loan Assignment System BGM Medical Technician 20 BHM Medical Technician 30 BI Military After 1972 12 5 BFJ Military After 2008 15 BGJ Military After 2008 20 BHJ Military After 2008 30 BE Military Before 1972 12 5 BFN Nursing 15 BGN Nursing 20 BHN Nursing 30 BS Pre K Childcare 15 BFA Public Defender 15 BGA Public Defender 20 BHA Public Defender 30 BFE Speech Language 15 BGE Speech Language 20 BHE Speech Language 30 BF Teacher After 1972 15 BG Teacher After 1972 20 BH Teacher After 1972 30 BC Teacher Before 1972 10 BD Teacher Before 1972 15 BFU University Faculty 15 BGU University Faculty 20 BHU University Faculty 30 BFV Various 25 BGV Various 20 BHV Various 30 BFP Volunteer 15 BGP Volunteer 20 Page 87 of
73. ht digit OPEID This ID represents the six digits in use by the institution today followed by two zeros If an invalid Password is keyed into the system a reset password page opens If the user enters an invalid Login ID or OPEID then the user should refer to the initial account set up email from PLASAccess efpls com or contact the Institution Administrator to receive access to this information Once the user has completed the Welcome screen click the LOGIN button Welcome Please log in below to access and manage your account LOG IN TO ACCESS YOUR ACCOUNT Password Secumy Code LOGIN Access Need Help Users Request Logging In Technical Form Guide Using the Federal Perkins Loan Assignment System Page 15 of 103 Access PLAS 3 Review the Rules of Behavior screen click the checkbox to acknowledge compliance with the Rules of Behavior Click Continue to move to the next screen Rules of Behavior You have accessed an official ECSI owned and operated computer system This system may be used by authorized users for authorized purposes only Any unauthorized use or modification of any of the information stored on this system is prohibited Any attempt to upload unauthorized or restricted data may also result in loss of access ECSI may monitor and audit the usage of this system and all persons are hereby notified that the use of this system constitutes consent to such monitoring and auditing PII data submitted via this system ad
74. iday of disabling a user s account 1 From the Welcome screen access the PLAS Access Request Form complete the necessary sections and submit the form Welcome Please log in below to access and manage your account LOG IN TO ACCESS YOUR ACCOUNT OPEID Login ID Password Secunty Code Access Need Help Users Request Logging In Technical Form Guide 2 Once the PLAS Access Request Form is completed log into the system enter the appropriate OPEID Login ID Password and Security Code that appears on the TFA security token Click the LOGIN button 3 On the Menu screen click Users List MENU LOGOUT Menu Perkins Loan Assignment System Account Administration Perkins Loan Assignment System Assignment Entry Personnel Security Form Web Reports Upload Security Form users hit Ee Change Password Logoff Page 12 of 103 Using the Federal Perkins Loan Assignment System Administrative Procedures On the Assignment User List screen locate the Name of the User click the radio button next to the User and click Disable User Account Once these steps are completed the user will not have access to the system However the user s name will remain on the Assignment User List screen Assignment User List Disable User Account Reset User s Password Refresh List f usert fLogin fame Btatus C c c C c c c Using the Federal Perkins Loan Assignment System 1 017 283 kp psu dpa Polici
75. incipal Amount Paid for all assigned loans within the batch in the following format 99999999 99 Appendix F About the Trailer Record The trailer record is a summation of key fields in each of the assignment records in the batch file This information is extremely important for validating that all of the data for each assignment has been entered The information required in each field appears in the Trailer Record Layout as shown below The file layout indicates the format and length of each field J H STATE UNIVERSITY 00234600 1000 STATE STREET OFFICE 157 EVANSTON IL 60201 GINNY BAKER 2315912000 BURSAR CAROLINE MULFORD 20150528 2 BAKER SAMANTHA L 789542563 SAM BAKER 19750914 19991205 A 123 MAIN STREET APT 5 4125551212 PITTSBURGH PA 15203 UNITED STATES MARTIN JOHN R 4 RYAN JAKE M 753869421 19601210 19900515 A 1720 South Street 4125649875 PITTSBURGH PA 15203 UNITED STATES 1 1 19940815 P 5 1995010 15000 00 0 3500 00 1000 00 10500 00 700 00 3250 00 0 13750 00 tt Trailer Using the Federal Perkins Loan Assignment System Page 93 of 103 Appendix G Trailer Record Layout The following table indicates how each of the fields in the Trailer Record must be formatted when the data file is uploaded to PLAS Yes Yes Yes Yes Yes Page 94 of 103 Total Disbursement Amount Total Principal Amount Adjusted Total Principal Amount Paid Total Principal Amount Cancelled Total Principal Amou
76. ion of validating the batch after all assignments are entered or validating the batch after each assignment is entered To view a list of validations that PLAS runs view Appendix J About Automatic Validation 1 On the Assignment Certification Form Administration screen click the drop down arrow next to the batch click Execute Batch Validation and click Select Assignment Certification Form Administration Message New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number SSN Last Name Find Find Find DateRange From fos 1__ f2015 tolg sha e015 Find Create Batch Report Entry Forms Form Actions Batch Date statisticsAlert 681 09 02 2015 Show 682 09 02 2015 Show 684 09 02 2015 Show 68 09 02 2015 Show 09 11 2015 Show Page 44 of 103 Execute Execute Batch Validation Validation Execute Batch Validation m Select 1 Select Action view Institutional Form view Manifest Edit Institutional Form Delete an Exisiting Batch Execute Batch Validation Print Manifest Using the Federal Perkins Loan Assignment System The Loan Assignment Upload Method Overview 2 On the Assignment Certification Form Administration screen the system will display a validation completed message Click the drop down arrow next to the batch number select View Manifest and click Select to review the validation for the assignment Assignment Certification Form A
77. ional official for Institution in Field 1 Telephone number for authorized official named in Field 8 Title of authorized official named in Field 8 Using the Federal Perkins Loan Assignment System Certification Date This is the date the loan transfers from the Institution to the Department This date will use the following format YYYYMMDD Using the Federal Perkins Loan Assignment System Page 69 of 103 Assignment Form File Layo Yes Yes Field No Yes No Yes Yes Yes Yes Page 70 of 103 ut Field Name Borrower Last Name Borrower First Name Borrower Middle Initial Borrower SSN Borrower Previous Name Borrower Date of Birth Borrower Date of Departure Borrower Current or Last Known Address Status Borrower Address Line 1 ALPHA 20 ALPHA 12 ALPHA 1 NUM 9 ALPHA 50 NUM 8 NUM 8 ALPHA 1 ALPHA 40 NUM Description The borrower s last name for whom the assignment is being submitted The borrower s first name for whom the assignment is being submitted The borrower s middle initial for whom the assignment is being submitted The borrower s Social Security Number for whom the assignment is being submitted The borrower s previous name This field is NOT required Date of birth of the borrower This date will use the following format YYYYMMDD Year Month Day Date the borrower left school This date will use the foll
78. ired Description Not required unless cosigner present on the loan Not required unless cosigner present on the loan Not required unless cosigner present on the loan Not required unless cosigner present on the loan Not required unless cosigner present on the loan Not required unless cosigner on the loan Page 72 of 103 Field Name Data Length Type Cosigner ALPHA 1 Middle Initial Cosigner NUM 9 Social Security Number Cosigner ALPHA 1 Address Status Cosigner ALPHA 40 Address Line 1 NUM Cosigner ALPHA 40 Address Line 2 NUM Cosigner NUM 25 Phone Number Middle initial of the cosigner of the loan Field is required if a cosigner is present on the loan Social Security Number of the cosigner of the loan Field is required if a cosigner is present on the loan The status of the cosigner s address This field will need to be one of the following statuses A Domestic F Foreign M Military Field is required if a cosigner is present on the loan Address of the cosigner named for the loan Field is required if a cosigner is present on the loan Second address line of the cosigner named for the loan Field is required if a cosigner is present on the loan Phone number for the cosigner of the loan Field is required if a cosigner is present on the loan Using the Federal Perkins Loan Assignment System J Required Not required unless
79. itutional Form and click Select This opens in another tab within the system and allows the user to view the information on the form Close the tab to return to the Assignment Certification Form Administration screen Review the next section to learn how to edit the Institutional Certification Form Assignment Certification Form Administration Message New Batches Greate a New Batch Upload a Batch from a File Search Options Batch Number SSN Last Name DateRange From fos fe1 f2015 tojo f4 Jeo15 Find Find Find Find Create Batch Report Entry Form Batch Date tatis 681 09 02 2015 Show 682 09 02 2015 Show 634 09 02 2015 Show 68 09 02 2015 Show 09 11 2015 Show Form Actions Alert View Institutional Form Select View View Institutional Form Form Select Action stitutional Form View Manifest Edit Institutional Form Delete an Exisiting Batch Execute Batch Validation Print Manifest Using the Federal Perkins Loan Assignment System Page 55 of 103 Edit a Batch By selecting the Edit Institutional Form option the institutional information for the batch will be displayed in editable fields 1 On the Assignment Certification Form Administration screen click the drop down arrow next to the batch select Edit Institutional Form and click Select Edit the Institutional Certification Form and click Save at the bottom of the page to save the changes to the f
80. last Edited Dateltast Edited By Documentsctions_fseleet Submitted 856452165 SARAH MANNING School Pending 845213325 FELIX DAWKINS School Pending 865444455 SIOBHAN SADLER School Pending 811226468 PAUL DEIRDEN School Pending 887456211 DONNIE HENDRIX School Pending 899654111 ART BELL School Pending 822154665 KIRA MANNING School Pending 833154452 BETH CHILDS School Pending 833154452 BETH CHILDS Count 10 Using the Federal Perkins Loan Assignment System 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload School Pending 834197645 DELPHINE CORMIER 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload ECSI ECSI ECSI EGI ECSI ECSI EGSI EGI ECSI ECSI 09 14 2015 09 03 2015 09 03 2015 09 04 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner Becky Budner ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show ECSI Show EGI Show ECSI Show Select action H Select Select Action H Select Select action J Select Select Action Hj Select Select Action H Select Select Action H Select Select Action H Select Select Action H Select Select Action H Select Select Action H Select Page 29
81. ments The user will upload assignment information in a pipe delimited text file and upload a zip file that contains PDFs of the supporting documents for the assignments to the system In an overnight process the system extracts the data from the files creates a new batch with assignments and marks the status of the assignments as Entered ECSI Federal Perkins Loan Servicer will match the supporting documents from the zip file with the assignments Execute Batch Validation All batches that are entered into the system must be validated to verify that all of the required information is correct View the manifest within the batch to determine if the assignment passes the system validation If PLAS identifies errors in an assignment during the validation process the assignment s status will display a status of School Pending Correct any validation errors and validate the batch again Once an assignment has successfully passed validation the status will change to Submitted Print the Manifest Print one manifest per batch to accompany all hard copy original or certified copy promissory notes and mail to ECSI Federal Perkins Loan Servicer The user will need to mail the supporting documentation that was not uploaded to the system All documentation must be mailed with five 5 business days once the status of the assignment has changed to Submitted ECSI Federal Perkins Loan Servicer Validation A manual validation process occurs once ECS
82. n Servicer within five 5 business days once the status of the assignment has changed to Submitted IMPORTANT e The user has two options for uploading supporting documentation to PLAS 1 Enter all assignments in a batch before attaching the supporting documents or 2 upload supporting documents after entering each loan assignment e Even if electronic copies of promissory notes are uploaded to PLAS all hard copy original or certified copy promissory notes must be mailed to ECSI Federal Perkins Loan Servicer via registered mail e Ifthe institution has a letter from the Department with permission to use an alternate supporting document then the letter and alternate document can be uploaded in PDF format to PLAS in place of the required document or the user can mail the letter and alternate document to ECSI Federal Perkins Loan Servicer via registered mail 1 On the Assignment Borrower and Loan Form Manifest screen locate the loan assignment that requires supporting documents and click the drop down arrow located under the Actions column Click Attach Assignment Documents and click Select MENU LOGOUT Assignment Borrower and Loan Form Manifest Message New Assignments Other Create a New Assignment Return to Batch List Search Options M Entered M school Pending M submitted M Reviewed M ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 681 Create Loan
83. nd Late Charges Total Amount Outstanding NUM NUM NUM NUM NUM NUM NUM 11 11 11 11 11 11 11 Description 99999999 99 Dollar Value for Principal Amount Outstanding in the following format 99999999 99 Dollar Value for Collection Cost Repaid in the following format 99999999 99 Dollar Value for Interest Repaid in the following format 99999999 99 Dollar Value for Interest Cancelled in the following format 99999999 99 Dollar Value for Interest Due in the following format 99999999 99 Dollar Value for Collection Costs Penalty and Late Charges in the following format 99999999 99 Dollar Value for Total Amount Outstanding in the following format 99999999 99 Using the Federal Perkins Loan Assignment System Required if ALPHA Type of Mere tsa Cancellation 1 cancellation IEEE on the loan Important The data file layout can accommodate up to six cancellation records for each loan assignment Using the Federal Perkins Loan Assignment System Required Field Name Data Length Type 3 Description The following values are valid when defining the type of cancellation BFS Child Family Early Intervention 15 BGS Child Family Early Intervention 20 BHS Child Family Early Intervention 30 BFR Firefighter 15 BGR Firefighter 20 BHR Firefighter 30 BFH Headstart 15 BFL Law 15 BGL Law 20 BHL Law 30 BFI
84. notes for each loan assignment Follow the steps below to print the required manifest 1 On the Assignment Certification Form Administration screen click the radio button next to a batch number and click Print Manifest A manifest will open in a separate internet browser tab containing the assignment s batch and sequence number Assignment Certification Form Administration Message New Batches Create a New Batch upload a Batch from a File Existing Batches View Institutional Form view Manifest Edit institutional Form Delete an Existing Batch Execute Batch Validation Print Manifest Batch Number Last Name Date Range Search Options SSN From fos i7 y eois to oa Vpr Vps Find Find Find Find Create Batch Report Entry Date A 660 661 662 663 664 678 C 679 08 17 2015 Show 08 17 2015 Show 08 17 2015 Show 08 17 2015 Show 08 17 2015 Show 08 25 2015 Show 08 27 2015 Show 2 To print out the manifest by social security number or alphabetically by the borrower s name click the Social Security Number header or the Borrower s Name header Print the manifest from this tab Note To print out the manifest from the internet browser tab the user will follow the same steps that are used today to print material from the internet ESM E Assignment Manifest for Batch x Batch Manifest Batch 660 Social Securi
85. ns Loan Assignment System The Loan Assignment Upload Method Overview 3 On the Assignment Borrower and Loan Form Manifest screen click the drop down arrow next to the Sequence select Edit an Existing Assignment and click Select MENU LOGOUT Assignment Borrower and Loan Form Manifest qs Message New Assignments Other Create a New Assignment Return to Batch List Search Options M Entered M school Pending M submitted M Reviewed Y ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 682 Create Loan Report Bequence tatus KSN___ BorrowerName entry Date Entered By __ Last Edited Datelast Edited By Documentsctions__ ___ Select 255 Submitted 85645216 SARAH MANNING 09 02 2015 Batch Upload ECS 09 14 2015 Becky Budner ECSI Show Select Action Select 2356 School Pending 845213325 FELIX DAWKINS 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Edit an Existing Assignment Se 2357 School Pending 865444455 SIOBHANSADLER 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Saran Action 7 iew Assignment 2 8 School Pending 811235468 PAUL DEIRDEN 09 02 2015 Batch Upload ECSI 09 04 2015 Becky Budner ECSI Show Edit an Existing ni 259 School Pending 887456211 DONNIE HENDRIX 09 02 2015 Batch Upload ECS 09 03 2015 Becky Budner ECSI Show Delete an Existing Assignment g p Attach Assignment Documents 2360 School Pending 899654111 ART BELL 09 02 2
86. nt Outstanding Total Collection Costs Repaid Data Type NUM NUM NUM NUM NUM NUM Using the Federal Perkins Loan Assignment System Length 11 11 11 11 11 11 Description Total dollar amount of Disbursement Amount for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Principal Amount Adjusted for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Principal Amount Paid for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Principal Amount Cancelled for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Principal Amount Outstanding for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Collection Costs Repaid for all assigned loans within the batch in the following format 99999999 99 Yes Yes Yes Yes Yes Using the Federal Perkins Loan Assignment System Total Interest Repaid Total Interest Cancelled Total Interest Due Total Collection Cost Penalties and Late Charges Total of Total Outstanding Amount NUM NUM NUM NUM NUM 11 11 11 11 11 Total dollar amount of Total Interest Repaid for all assigned loans within the batch in the following format 99999999 99 Total doll
87. o file selected Promissory Note Browse No file selected Payment History Browse No file selected Acceleration Documentation Browse No file selected Litigation Documentation BrawSelN No file selected Bankruptcy Documentation _ Browse No file selected Date of Last Disbursement Explanation _ Browse No file selected Due Diligence Documentation _ Browse No file selected Miscellaneous Documentation _ Browse No file selected Other Documentation _ Browse No file selected poten tw Mant 5 The system performs a sweep minutes after the documentation has uploaded This means the user 1 will need to wait five minutes 2 go to View Manifest 3 locate the Sequence and 4 hover over the Documents column If the document was uploaded a pop up screen will show the link to the document It is recommended that the user click on the link to validate that the intended document was uploaded correctly If the user determines that the document type was not uploaded correctly follow steps 1 4 in this section Using the Federal Perkins Loan Assignment System Page 27 of 103 Loan Assignment Data Entry Method Execute Batch Validation Validations for batch assignments are performed in PLAS and by ECSI Federal Perkins Loan Servicer This section of the user guide reviews the process of PLAS validation and how the user can view and correct validation errors For the Loan Assignment Data Entry Method us
88. of 103 View and Correct Validation Errors Loan Assignment Data Entry Method As stated in the previous section a Pending status indicates that errors appear in the loan assignment data corrections are required before the validation for the assignment if performed again The user can double click on the column heading Sequence SSN or Borrower Name to change the view to descending or ascending order 1 On the Assignment Borrower and Loan Form Manifest screen click the drop down arrow next to the Sequence click View Validation Error List and click Select Assignment Borrower and Loan Form Manifest Message Form validated without errors MENU LOGOUT lt aaauauauaaaaaassassssssssss I New Assignments Create a New Assignment Other Return to Batch List Search Options W Entered M school Pending M submitted M Reviewed M ECSI Pending M Rejected M Accepted M Exported Refresh List Batch Number 682 Create Loan Report Entry Date Entered By last Edited Dateltast Edited By Documentsjctions_ elect 2355 256 257 258 259 2360 2361 2362 2363 Submitted 856452165 SARAH MANNING School Pending 845213325 FELIX DAWKINS School Pending 865444455 SIOBHAN SADLER School Pending 811235468 PAUL DEIRDEN School Pending 887456211 DONNIE HENDRIX School Pending 899654111 ART BELL School Pending 822154665 KIRA MANNING School Pending 833154452 BETH CHILDS School Pending
89. of Total Amami Principal Amount Cancelled for all Camas ee assigned loans within the batch in the following format 99999999 99 vies Tee a n Total dollar amount of E eeii Disbursement Amount for all Amount assigned loans within the batch in the following format 99999999 99 Using the Federal Perkins Loan Assignment System Page 91 of 103 Yes l H l Yes Yes Page 92 of 103 Field Name Total Principal Amount Adjusted Total Principal Amount Paid Total Principal Amount Cancelled Total Disbursement Amount Total Principal Amount Adjusted Total Principal Amount Paid Data Type NUM NUM NUM NUM NUM NUM Using the Federal Perkins Loan Assignment System 11 11 11 11 11 11 Description Total dollar amount of Total Principal Amount Adjusted for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Principal Amount Paid for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Principal Amount Cancelled for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Disbursement Amount for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Principal Amount Adjusted for all assigned loans within the batch in the following format 99999999 99 Total dollar amount of Total Pr
90. onth Day The date the cancellation ended for the loan This date will use the following format YYYYMMDD Year Month Day Page 83 of 103 Required Field Name Data Length Description Type 3 Required if ALPHA Type of The following values are valid there is a Cancellation 4 when defining the type of fourth of 6 cancellation cancellation BFS Child Family Early ontheloan Important Intervention 15 The data file BGS Child Family Early layout can Intervention 20 accommodate BHS Child Family Early up to six Intervention 30 cancellation BFR Firefighter 15 BGR Firefighter 20 records for each loan assignment BHR Firefighter 30 BFH Headstart 15 BFL Law 15 BGL Law 20 BHL Law 30 BFI Librarian 15 BGI Librarian 20 BHI Librarian 30 BFM Medical Technician 15 BGM Medical Technician 20 BHM Medical Technician 30 BI Military After 1972 12 5 BFJ Military After 2008 15 BGJ Military After 2008 20 BHJ Military After 2008 30 BE Military Before 1972 12 5 BFN Nursing 15 BGN Nursing 20 BHN Nursing 30 BS Pre K Childcare 15 BFA Public Defender 15 Page 84 of 103 Using the Federal Perkins Loan Assignment System Required Field Name Data Length Description Type Required if there isa fourth cancellation on the loan Required if thereisa fourth cancellation on the loan Required if there isa fourth Using the F
91. orm Assignment Certification Form Administration Message New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number Find SSN Find Last Name Find DateRange From fos 31 feo1s topo f4 feois Find Create Batch Report patcpate Besien Date tatisticsAlert 681 09 02 2015 Show Edit Institutional Form Institutional Form Edit Institutional Form Select D 682 09 02 2015 Show Select Action view Institutional Form 684 09 02 2015 Show view Manifest Edit Institutional Form 685 09 02 2015 Show Delete an Exisiting Batch 688 09 11 2015 Show Execute Batch Validation Print Manifest Page 56 of 103 Using the Federal Perkins Loan Assignment System Delete a Batch Although not a common practice in the system the user has the option of deleting a batch if needed An example for deleting a batch may include but is not limited to user error while entering the batch Warning When a batch is deleted all of the loan assignments housed within the batch are deleted 1 On the Assignment Certification Form Administration screen to delete the batch click the drop down arrow next to the batch number select Delete an Existing Batch and click Select Assignment Certification Form Administration Message New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number Find sun Find LastName Find DateRange
92. otified via an email containing the Accepted Report The accepted report is available in PLAS within the Web Reports section This means that the assignments have been accepted and the status of the assignment is changed to Exported Although the accepted assignments will be accessible and viewable they will not be available for edit or deletion If the manual validation is not successful an ECS Federal Perkins Loan Servicer staff member will contact the institution to verify or correct loan assignment information ECSI Federal Perkins Loan Servicer staff will contact the submitting institution promptly by phone to verify or correct the information The ECSI Federal Perkins Loan Servicer staff member will contact the person listed as the Authorized Institution Official in Section B on the Institutional Certification Form Page 34 of 103 Using the Federal Perkins Loan Assignment System This Page Intentionally Left Blank Using the Federal Perkins Loan Assignment System Page 35 of 103 The Loan Assignment Upload Method Overview The Loan Assignment Upload Method Overview The user will need to perform the following steps to submit loan assignments to ECS Federal Perkins Loan Servicer These steps provide a broad overview of the Loan Assignment Upload Method Further instructions on how to use PLAS follow this overview 1 2 A 5 Log In to PLAS Log in to PLAS from any computer with internet access Upload Files to Create Assign
93. owing format YYYYMMDD Year Month Day The status of the borrower s address This field will need to be one of the following statuses A Domestic F Foreign M Military Address of the borrower named in Field 1 Using the Federal Perkins Loan Assignment System Required No Yes Yes No Not required unless cosigner present on the loan 17 Not required unless cosigner present on the loan lt M n Field Name Borrower Address Line 2 Borrower Telephone Number Borrower Address City Borrower Address State Borrower Zip Code Borrower Country Name code Cosigner Last Name Cosigner First Name Data Type ALPHA NUM NUM ALPHA ALPHA NUM ALPHA ALPHA ALPHA Using the Federal Perkins Loan Assignment System Length 40 25 25 11 30 20 12 Description Second address line of the borrower named in Field 1 This field is NOT required The telephone number for the borrower listed in Field 1 City of the borrower named in Field 1 2 letter abbreviation of the state of the borrower named in Field 1 The ZIP code of the borrower named in Field 1 Current country name of the borrower indicated in Field 1 Last name of the cosigner of the loan Field is required if a cosigner is present on the loan First name of the cosigner of the loan Field is required if a cosigner is present on the loan Page 71 of 103 Requ
94. ploaded successfully message will appear File s uploaded successfully Li ch will be loaded for validation within File Upload Message Data File Browse ASSIGN_00332900_20150806 b4 Image File Browse No file selected Upload Batch Return to Batch List Page 40 of 103 Using the Federal Perkins Loan Assignment System The Loan Assignment Upload Method Overview If the upload fails the system check then an Error message will appear Note If an Error message is received please check the data file for the four 4 validation items listed in Step 4 Error match file File Upload Message Data File Browse ASSIGN_00252900_20150806061525 t Image File Browse assignment supporting documents zip Upload Batch Return to Batch List 5 Files uploaded to PLAS before 5pm EST will be available the next business day Files uploaded after 5pm EST will be available after two 2 business days The system extracts the data from the files creates a new batch with assignments and marks the status as Entered There will be a visual indicator that will show the user that the system created the new batch Upload Supporting Documents Supporting documents for each of the loan assignments must be uploaded to the system or mailed to ECSI Federal Perkins Loan Servicer All documentation must be mailed to ECSI Federal Perkins Loan Servicer within five 5 business days once the status of the assignment has change
95. port is available in PLAS within the Web Reports section This means that the assignments have been accepted and the status of the assignment is changed to Exported Although the accepted assignments will be accessible and viewable they will not be available for edit or deletion If the manual validation is not successful an ECS Federal Perkins Loan Servicer staff will contact the submitting institution promptly by phone to verify or correct the information The ECSI Federal Perkins Loan Servicer staff member will contact the person listed as the Authorized Institution Official in Section B on the Institutional Certification Form Page 50 of 103 Using the Federal Perkins Loan Assignment System This Page Intentionally Left Blank Using the Federal Perkins Loan Assignment System Page 51 of 103 Web Reports After ECSI receives hard copy original or certified copy promissory notes and other supporting documentation for each batch a manual validation will be performed by ECSI Federal Perkins Loan Servicer The manual validation process ensures that the information in each of the loan assignments matches what was entered into PLAS Once assignments are accepted the corresponding Accepted Report and Rejected Report will be available for review in PLAS To Access Reports 1 On the Menu screen click Web Reports MENU LOGOUT Menu Perkins Loan Assignment System Account Administration Perkins Loan Assignment System Change Password W
96. pport at 844 301 2620 during the business hours of 8 00 a m through 5 00 p m EST Monday through Friday PLAS enables all users to 1 Enter loan assignment data electronically via PLAS 2 Upload or mail supporting documentation and hard copy original or certified copy promissory notes required for assignments Please note that the Department still requires hard copy original or certified copy promissory note s be mailed to ECSI Federal Perkins Loan Servicer 3 Search view and edit loan assignment information 4 View alist of reports pertaining to accepted and rejected Perkins Loans listed in the ECSI Federal Perkins Loan Servicer loan servicing system Overview for the User Guide This user guide provides a broad overview of the processes and steps needed to add a loan assignment to PLAS Intentional blank pages divide this user guide into eight 8 sections which are listed below Administrative Procedures Access PLAS The Loan Assignment Data Entry Method The Loan Assignment Upload Method Web Reports View Edit and Delete a Batch View Edit and Delete an Assignment a a TA Appendices Using the Federal Perkins Loan Assignment System Page 5 of 103 Primary Destination Point Administrator DPA The institution s Primary DPA for Federal Student Aid systems is not required to be the same person as the institutions designated Institution Administrator for PLAS Page 6 of 103 Two Factor Authentic
97. quired Field Name Data Length Description Type BH Teacher After 1972 30 BC Teacher Before 1972 10 BD Teacher Before 1972 15 BFU University Faculty 15 BGU University Faculty 20 BHU University Faculty 30 BFV Various 25 BGV Various 20 BHV Various 30 BFP Volunteer 15 BGP Volunteer 20 Percentage rate of Cancellation This value is entered as a percentage xx xxx Dollar Value of Principal Cancelled This amount should match Field 42 Dollar Value of Interest Cancelled This amount should match Field 46 The date the cancellation began for the loan This date will use the following format YYYYMMDD Year Month Day The date the cancellation ended Using the Federal Perkins Loan Assignment System there isa Service End for the loan This date will use sixth Date 6 of 6 the following format YYYYMMDD cancellation Year Month Day on the loan Assignment Batch Trailer yes ae NUM i Total dollar amount of ne ea Disbursement Amount for all moun assigned loans within the batch in the following format 99999999 99 tes he ie pote 1l Total dollar amount of Total ea d Principal Amount Adjusted for all the assigned loans within the batch in the following format 99999999 99 Yes Total Principal NUM 11 Total dollar amount of Total Principal Amount Paid for all assigned loans within the batch in the following format 99999999 99 Amount Paid ves TA e NUM ne Total dollar amount
98. rch for the new assignments criteria Assignment Borrower and Loan Form Manifest 4 Message New Assignments Greate a New Assignment Other Return to Batch List Search Options e M Entered M school Pending M Submitted M Reviewed V ECSI Pending M Rejected M Accepted V Exported Refresh List Batch Number 682 Create Loan Report Sequence istatus BSN BorrowerName Entry Date entered By last Edited Datalast Edited By Documentgactions elect ECSI Pending 856452165 SARAH MANNING 09 02 2015 Batch Upload ECS School Pending 845213325 FELIX DAWKINS 09 02 2015 Batch Upload ECS School Pending 865444455 SIOBHAN SADLER 09 02 2015 Batch Upload ECSI School Pending 811225468 PAUL DEIRDEN 09 02 2015 Batch Upload ECS School Pending 887456211 DONNIE HENDRIX 09 02 2015 Batch Upload School Pending 899654111 ART BELL 09 02 2015 Batch Upload School Pending 834197645 DELPHINE CORMIER 09 02 2015 Batch Upload School Pending 822154665 KIRA MANNING 09 02 2015 Batch Upload School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload School Pending 833154452 BETH CHILDS 09 02 2015 Batch Upload 2355 256 257 258 2359 2360 2361 2362 2363 2364 09 14 2015 09 03 2015 09 03 2015 09 04 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 09 03 2015 Tom Sinton ECSI Show Becky Budner ECSI Show Becky Budner ECSI Show Becky Budner ECSI Show Becky Budner ECSI Show
99. s Optional 5 Departure Date Month a Day a Year gt 7 Telephone Number 10 Current or last known permanent zip 12 Social Security Number of Cosigner i 4 After all required fields are completed click Save at the bottom of the form To continue attach supporting documents for this assignment or add more loan assignments to the batch by repeating steps 2 4 SECTION E CANCELLATION INFORMATION See Instructions 3E e of Cancellation 39 Percentage Rate 40 Principal Cancelled 41 Interest Cancelled None None None None Ea og cog oo INFORMATION e m a After Date of Departure Explanation Received M ember 13 1982 F ot within the same fiscal year I save Cancel Page 24 of 103 Cancellation Service End Date roar El voar E vear E vear J vear 2 vear E 42 Cancellation Service Start Date 43 Month Day Month Day Month Month Day Month Month Day Month S Month Day Month Month Day Month Day Year Day Year Day Year Year Day MME eee Day Year Day Month Year Using the Federal Perkins Loan Assignment System Loan Assignment Data Entry Method Upload Supporting Documents Supporting documents for each of the loan assignments must be uploaded to the system or mailed to ECSI Federal Perkins Loan Servicer All documentation must be mailed to ECSI Federal Perkins Loa
100. s to submit loan assignments to ECSI Federal Perkins Loan Servicer These steps are a broad overview of the Loan Assignment Data Entry Method Further instructions on how to use PLAS follow this overview 1 uw a Log In to PLAS Log in to PLAS from any computer with internet access Create a Batch and Enter Loan Assignments The system is designed to reflect the exact layout of the paper Federal Perkins Loan Program Assignment Form OMB 1845 0048 Once the user has created a batch he or she will enter the information into the system via the data entry screens Multiple assignments can be entered and saved into the system and will be marked with a status of Entered Upload Supporting Documents Supporting documentation must be provided with the loan assignment The user has the ability to upload supporting documentation for each of the loan assignments or mail supporting documents to ECS Federal Perkins Loan Servicer Note Even if promissory notes are uploaded in the system all hard copy original or certified copy promissory notes must be mailed to ECSI Federal Perkins Loan Servicer Execute Batch Validation All batches that are entered into the system must be validated to verify that all of the required information is correct View the manifest within the batch to determine if the assignment passes the system validation If PLAS identifies errors in an assignment during the validation process the assignment s status will be
101. selected Acceleration Documentation _ Browse No file selected Litigation Documentation _ Browse No file selected Bankruptcy Documentation _ Browse No file selected Date of Last Disbursement Explanation Browse No file selected Due Diligence Documentation _ Browse No file selected Miscellaneous Documentation _ Browse No file selected Other Documentation _ Browse No file selected Return to Manifest Using the Federal Perkins Loan Assignment System Page 43 of 103 The Loan Assignment Upload Method Overview 5 The system performs a sweep minutes after the documentation has uploaded This means the user 1 will need to wait five minutes 2 go to View Manifest 3 locate the Sequence and 4 hover over the Documents column If the document was uploaded a pop up screen will show the link to the document It is recommended that the user click on the link to validate that the intended document was uploaded correctly If the user determines that the document type was not uploaded correctly follow steps 1 4 in this section Execute Batch Validation Validations for batch assignments are performed in PLAS and by ECSI Federal Perkins Loan Servicer This section of the user guide reviews the process of PLAS validation and how the user can view and correct validation errors For the Loan Assignment Data Entry Method users will need to validate the batch immediately Users have the opt
102. should match field 46 Using the Federal Perkins Loan Assignment System Required Required if thereisa cancellation on the loan Required if there isa cancellation on the loan Required if thereisa second cancellation on the loan Cancellation Service Start Date 1 of 6 Cancellation Service End Date 1 of 6 Type of Cancellation 2 of 6 Important The data file layout can accommodate up to six cancellation records for each loan assignment Field Name Data Type NUM NUM ALPHA Using the Federal Perkins Loan Assignment System 3 Description The date the cancellation began for the loan This date will use the following format YYYYMMDD Year Month Day The date the cancellation ended for the loan This date will use the following format YYYYMMDD Year Month Day The following values are valid when defining the type of cancellation BFS Child Family Early Intervention 15 BGS Child Family Early Intervention 20 BHS Child Family Early Intervention 30 BFR Firefighter 15 BGR Firefighter 20 BHR Firefighter 30 BFH Headstart 15 BFL Law 15 BGL Law 20 BHL Law 30 BFI Librarian 15 BGI Librarian 20 BHI Librarian 30 BFM Medical Technician 15 BGM Medical Technician 20 BHM Medical Technician 30 BI Military After 1972 12 5 BFJ Military After 2008 15 BGJ Military After 2008 20 Page 79 of 103 Required
103. sory notes and other supporting documents to ECSI l ECSI Federal Perkins Loan Servicer validates that supporting documents match the information entered into PLAS Validated Pass y Status updated to Accepted Perkins Loan Servicer Status updated to Exported Using the Federal Perkins Loan Assignment System User must correct assignment data in PLAS i Fai Records failing validation Status updated to School Pending Corrections not provided Status updated to Rejected User must provide corrections to ECSI Federal Perkins Loan Servicer i Fai Records failing validation Status updated to ECSI Pending Assignment will be serviced by ECSI Federal Page 37 of 103 The Loan Assignment Upload Method Overview Prerequisite for Loan Assignment Upload Method This section of the user guide describes how to submit loan assignments via data upload to PLAS If the user has not previously created a pipe delimited text txt file he or she will need work to with the institution s IT department to create this file This file is created from data extracted from the institution s loan servicing system For assistance with the format and layout of the pipe delimited text file see Appendices A through G For information on how to create a pipe delimited text file see Appendix H How to Create a Pipe Delimited
104. ssressres Print the Manifest wesciece sscscosutocees te ae2ceenedbecouad sexaceusadade ste aegucazedegeoseceundhenscezees Mail Supporting DOCUMENTS ccesscccceeecessessaeeeceescessesaaeeeeeeseessessaaeeeeess The Loan Assignment Upload Method OVervieW ccccccsssssssseeeeessessessaeeeeess Prerequisite for Loan Assignment Upload Method cc sccccccssessssssteeeees Loan Assignment Upload Method ccccccssssssssececececessessaeseeeeseessssssaeeeeess Upload Assignments via a Data File ccecsssscecececeesesssaececeeeeessesseaeeeeees Upload Supporting DOCUMENLS cccccccecessssssseseceescessesssaececeeseessesseaeeeeess Execute Batch Validation ciinei nka aidai View and Correct Validation Errors c eessecessceeeseeeeseceeeeeseeeeeesaeeneaaeeeeneeenas Print THE Manifest iranun ad aiaeei a i a O aiea GE a Using the Federal Perkins Loan Assignment System Page 3 of 103 Table of Contents Mail Supporting Documents ccccessssccccecsssesseaeeeeeeecesseeeaeeeeeceeeseeseaaeeeeeseseseesaeaeeeeeeeseseesaeaeeeeeesseeseaaaaeeeesensensaes 50 AAV e 3 610 oc E RE ere erate eee 52 About the Accepted Repone nasata seaside eae eles eae isd Bie ote eins es ee e a A aae 53 About the Rejected Reports cs nein adh see edt eA ee eee a A 53 View Edit and Delete a Bathonien nan ticeoesieiuw oa diaeeesleie le oaab a a a a a a 54 VIEW a ET E E TEE E dy cea shesysccegsnsasseeed duced dtansvecss E
105. t System Required Field Name Data Length Description Type layout can Intervention 30 accommodate BFR Firefighter 15 up to six 6 BGR Firefighter 20 cancellation records for BHR Firefighter 30 each loan BFH Headstart 15 assignment BFL Law 15 BGL Law 20 BHL Law 30 BFI Librarian 15 BGI Librarian 20 BHI Librarian 30 BFM Medical Technician 15 BGM Medical Technician 20 BHM Medical Technician 30 BI Military After 1972 12 5 BFJ Military After 2008 15 BGJ Military After 2008 20 BHJ Military After 2008 30 BE Military Before 1972 12 5 BFN Nursing 15 BGN Nursing 20 BHN Nursing 30 BS Pre K Childcare 15 BFA Public Defender 15 BGA Public Defender 20 BHA Public Defender 30 BFE Speech Language 15 BGE Speech Language 20 BHE Speech Language 30 BF Teacher After 1972 15 BG Teacher After 1972 20 Using the Federal Perkins Loan Assignment System Page 89 of 103 Page 90 of 103 Required if there isa sixth cancellation on the loan Required if thereisa sixth cancellation on the loan Required if there isa sixth cancellation on the loan Required if thereisa sixth cancellation on the loan Required if Cancellation Percentage Rate 6 of 6 Principal Cancelled 6 of 6 Interest Cancelled 6 of 6 Cancellation Service Start Date 6 of 6 Cancellation NUM NUM NUM NUM NUM Re
106. tch or one or more assignments associated with a borrower by entering in one of the following identifiers Batch Number SSN Last Name or a Date Range when the batch was entered into PLAS Click Find to locate the search criteria Click the drop down arrow next to the batch select View Manifest and click Select Note The system pulls batches from the last fourteen 14 days Use the Date Range fields to view batches beyond the fourteen day timeframe Assignment Certification Form Administration Message New Batches Greate a New Batch Upload a Batch from a File Search Options ___ _ Batch Number 7 spo LastName a DateRange From fos B1i 20i5 tog f4 pois Find Create Batch Report Entry Forms Form A Date 5 tatisticqAlert 681 09 02 2015 Show Select Action Action X Select Action j Select 682 09 02 2015 Show View Manifest seletama 634 09 02 2015 Show Select Action View Institutional Form 68 09 02 2015 Show Edit Institutional Form 688 09 11 2015 Show Delete an Exisiting Batch Execute Batch Validation Sees Page 58 of 103 Using the Federal Perkins Loan Assignment System View Edit and Delete an Assignment 2 On the Assignment Borrower and Loan Form Manifest screen the assignments appear at the bottom of the screen To narrow the search results for the assignments click on a status checkbox located under the Search Options dialogue box Click on Refresh List to sea
107. tification Form associated with a batch When the user views the form and returns to this screen the previous search criteria is saved 1 On the Assignment Certification Form Administration screen use the Search Options dialog box to search for a batch or one or more assignments associated with a borrower by entering in one of the following identifiers Batch Number SSN Last Name or a Date Range when the batch was entered into PLAS Click Find to locate the search criteria Note The system pulls batches from the last fourteen days Use the Date Range fields to view batches beyond the fourteen day timeframe Assignment Certification Form Administration Message New Batches Create a New Batch Upload a Batch from a File Search Options Batch Number Find SSN Find Last Name Find DateRange From fos fe1 f2015 topo fh4 feors Find Create Batch Report Entry Forms Form Actions Batch Date IELE ag 681 09 02 2015 Show Select Action z Action X Select Action H Select 682 09 02 2015 Show Select Action Select 684 09 02 2015 Show Select Action w Select 685 09 02 2015 Show Select Action z Select 688 09 11 2015 Show Select Action z Select Page 54 of 103 Using the Federal Perkins Loan Assignment System A list of batches that contain the criteria entered in the Search Options appears in the table at the bottom of the screen Click the drop down arrow next to the batch select View Inst
108. treet address Line 2 of the Institution 2 NUM named in Field 1 EA Yes City ALPHA 25 City of the Institution named in Field 1 Yes State ALPHA 2 Two letter abbreviation for the state the Institution in Field 1 is located 7 Yes ZIP Code NUM 14 Mailing ZIP code of the Institution named in Field 1 Yes Name of ALPHA 50 Full name of authorized institutional Authorized NUM official for Institution in Field 1 Institutional Official Yes Phone Number NUM 20 Telephone number for authorized official named in Field 8 10 Yes Title of ALPHA 30 Title of authorized official named in Authorized Field 8 Institutional Official Yes Alternate ALPHA 50 Alternate contact person at the Using the Federal Perkins Loan Assignment System Page 65 of 103 Required Field Name Data Length Description Type Certification This is the date the loan transfers Date from the Institution to the Department This date will use the following format YYYYMMDD Page 66 of 103 Using the Federal Perkins Loan Assignment System Appendix D About Assignment Records Assignment records make up the bulk of the data file Each field must be separated by a pipe The information that should appear in each field appears in the Assignment Record Layout as shown below The file layout indicates the format and length of each field Assignment Records J H STAT IVERSITY 00234600 1000 STATE STREET OFFICE 157 EVANSTON IL 60201 GINNY BAKER 2315912000 BURSAR CAROLINE MULFORD 2
109. ty Number Borrower s Name Interest Rate Total Amount Outstanding Date of First 5 000 5 000 5 000 5 000 5 000 5 000 5 000 5 000 5 000 5 000 Using the Federal Perkins Loan Assignment System Section D Item 37 Disbursement Page 49 of 103 Mail Supporting Documents Package the manifest the hard copy original or certified copy promissory notes and any supporting documents that were not uploaded using PLAS and mail them to ECSI Federal Perkins Loan Servicer following the instructions below 1 Double package the manifest and the supporting documents in opaque materials approved by the U S Postal Service 2 Include the To and From addresses on both the inner and outer packages 3 Do not include information about the sensitivity of the package contents on the package 4 Mail the package via registered mail to ECSI Federal Perkins Loan Servicer 181 Montour Run Road Coraopolis PA 15108 IMPORTANT Documents mailed to the Department regional offices or to its headquarters in Washington D C will be returned to the institution After ECSI Federal Perkins Loan Servicer receives all supporting documentation for a batch staff members will perform a manual validation to ensure that the information in the documents matches the data in the loan assignments entered into PLAS If the manual validation is successful the institution is notified via an email containing the Accepted Report The accepted re
110. ublic Defender 20 BHA Public Defender 30 BFE Speech Language 15 BGE Speech Language 20 BHE Speech Language 30 BF Teacher After 1972 15 BG Teacher After 1972 20 BH Teacher After 1972 30 BC Teacher Before 1972 10 BD Teacher Before 1972 15 BFU University Faculty 15 BGU University Faculty 20 Using the Federal Perkins Loan Assignment System Required if there isa third cancellation on the loan Required if there isa third cancellation on the loan Required if there isa third cancellation on the loan Required if thereisa third cancellation on the loan Required if there isa third cancellation on the loan Cancellation Percentage Rate 3 of 6 Principal Cancelled 3 of 6 Interest Cancelled 3 of 6 Cancellation Service Start Date 3 of 6 Cancellation Service End Date 3 of 6 Data Length Description Type NUM NUM NUM NUM NUM Using the Federal Perkins Loan Assignment System BHU University Faculty 30 BFV Various 25 BGV Various 20 BHV Various 30 BFP Volunteer 15 BGP Volunteer 20 Percentage rate of Cancellation This value is entered as a percentage xx xxx Dollar Value of Principal Cancelled This amount should match field 42 Dollar Value of Interest Cancelled This amount should match field 46 The date the cancellation began for the loan This date will use the following format YYYYMMDD Year M
111. umber 681 Create Loan Report Sequence status BSN Borrower Namentry Date Entered By Last Edited Datellast Edited By oe 2 4 Submitted 111111111 John Doe 09 02 2015 Becky Budner School 09 10 2015 Melissa Buddemeyer School Show Attach Assignment Documents E Sel ount Select Action View Assignment Edit an Existing Assignment Delete an Existing Assignment A nment Documents gi145 Ver 01 01 08 e Assignment Validation View Validation Error List 2 On the Attach Assignment Documents screen click the Browse button next to the name of each document associated with the loan Attach Assignment Documents Message OMB 1845 Institutional Certification Browse N tesetesree OMB 1845 Borrower and Loan Information Browse No file selected Promissory Note _ Browse No file selected Payment History Browse No file selected Acceleration Documentation _Browse _ No file selected Litigation Documentation _Browse _ No file selected Bankruptcy Documentation Browse No file selected Date of Last Disbursement Explanation _Browse _ No file selected Due Diligence Documentation _Browse _ No file selected Miscellaneous Documentation _Browse _ No file selected Other Documentation _Browse _ No file selected Upload Documents Return to Manifest Page 42 of 103 Using the Federal Perkins Loan Assignment System The Loan Assignment Upload Method Overview 3 When th
112. urn From TPD Servicer M No SSN Provided and Loan Made before September 13 1982 T Due Diligence Documentation Received 7 Approve First and Last Disbursement Dates not within the same fiscal year M save Cancel Using the Federal Perkins Loan Assignment System Page 31 of 103 Loan Assignment Data Entry Method 5 Click the drop down arrow next to the Sequence that has the status of Entered and click Execute Assignment Validation If the errors are corrected the status will change to Submitted If the errors were not corrected an error message will appear in the Message section of the screen and the status will change to School Pending MENU LOGOUT Assignment Borrower and Loan Form Manifest w Message Form validated without errors New Assignments Other Create a New Assignment Return to Batch List Search Options M Entered M school Pending M submitted V Reviewed M ECSI Pending Y Rejected M Accepted V Exported Refresh List Batch Number 684 Create Loan Report SOS a Sa Entry Date Entered By last Edited Datelast Edited By Submitted 721742206 SHANNON MCQUAIN School Pending 155666692 ROBIN MOORE School Pending 211484429 LAURA LEE School Pending 228317696 STACEY CREMEANS 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 14 2015 09 02 2015 09 03 2015 09 02 2015 Becky Budner ECSI Show Kelly Policicchio ECSI Sho
113. w Becky Budner ECS Show Select Action Select Select Action w Select Select Action w Select Kelly Policicchio ECSI Show Becky Budner ECSI Batch Upload ECS Becky Budner Becky Budner Becky Budner Batch Upload Batch Upload Select Action Select Select Action w Select Select Action Select Action View Assignment Edit an Existing Assignment Delete an Existing Assignment Attach Assignment Documents nment Validation View Validation Error List Select Action School Pending 229158023 DEBBIE WOLSON 249029893 PENELOPLE CONRAD 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 02 2015 Batch Upload 09 14 2015 09 02 2015 09 03 2015 09 14 2015 09 14 2015 09 02 2015 09 02 2015 Entered School Pending 253049489 RONDA ERWIN School Pending 284586895 ANNA SMEDLEY School Pending 327503096 ELIZABETH DRYWATER 353643316 ROBERT OLIVE 367545410 DARRYL FRASER Entered Entered 6 Continue reviewing assignments with validation errors and correcting the errors by repeating steps 1 5 Page 32 of 103 Using the Federal Perkins Loan Assignment System Loan Assignment Data Entry Method Print the Manifest The information on the manifest enables processors at ECSI Federal Perkins Loan Servicer to associate the supporting documents received via mail with the associated loan assignments in PLAS Note

Using the Federal Perkins Loan Assignment System

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