Zack Goodwin U.S. Department of Education NYSFAAA Regions VI and VII, June 19, 2015 Elmont, NY FSA Systems and the User ID.

Zack GoodwinU.S. Department of Education

NYSFAAA Regions VI and VII, June 19, 2015Elmont, NY

FSA Systems and the

User ID

Agenda

• High level overview of major FSA systems− Production systems− Administrative systems− Relationships between systems

• FSA ID and password

− Demonstration of ID creation (if desired)− Issues and technical support

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Principal FSA Systems

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Principal systems

• Central Processing System (CPS)

• Common Origination and Disbursement (COD)

• National Student Loan Data System (NSLDS)

• Grant Management System (G5)

• Student Aid Internet Gateway (SAIG)

• Participation Management System (PM) and the Access and Identity Management System (AIMS)

• Postsecondary Education Participants System (PEPS)

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Required electronic processes To be in compliance with the administrative capability requirements of 34 CFR 668.16(o), a school must: 

• Use the E-App to submit and update the school’s eligibility information: eligcert.ed.gov

• Enroll in the Student Aid Internet Gateway (SAIG): fsawebenroll.ed.gov

• Use FAA Access or its SAIG mailbox to exchange FAFSA data with the Department’s Central Processing System: faaaccess.ed.gov/FOTWWebApp/faa/faa.jsp

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• Use the COD website or its SAIG mailbox to exchange award and disbursement data for Pell Grants, TEACH Grants, Iraq and Afghanistan Service Grants, and Direct Loans: cod.ed.gov

• Use the eCampus-Based (eCB) System to file the FISAP application and report: cbfisap.ed.gov

• Submit to the National Student Loan Data System (NSLDS) the school’s Federal Perkins Loan data, student enrollment records, overpayment information, NSLDS transfer student monitoring records, and Gainful Employment program records (if applicable): nsldsfap.ed.gov/nslds_FAP/default.jsp

Required electronic processes

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• Electronically submit the school’s annual compliance and financial statement audits and any other required audits: ezaudit.ed.gov

• Manage Title IV funds for drawdowns and refunds using the Grant Management System: g5.gov

• Use SAIG or the Default Management website to receive its draft and official cohort default rate data electronically: ifap.ed.gov/DefaultManagement

• Use the Information for Financial Aid Professionals (IFAP) website: ifap.ed.gov

Required electronic processes

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• Creates and updates student records from FAFSA applications & corrections

• Performs matches and edits to determine student eligibility and ensure accuracy

• Calculates Expected Family Contributions (EFC) and selects applications for Verification

• Exchanges data with students, schools, state and federal agencies, and other FSA systems

− Student demographic data sent to COD and NSLDS− PEPS school code information sent to the CPS

Central Processing SystemCPS

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Central Processing System

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Common Origination and Disbursement

• Accepts origination and disbursement records for:

− Pell Grants

− Iraq and Afghanistan Service Grants

− TEACH Grants

− Direct Loans

• Performs subsidized loan usage (150%) calculations

COD

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Common Origination and Disbursement• Schools may send and receive student records in batch

− Edits in place to accept, correct, or reject records

− System generated responses

− Funding information transmitted to and from G5

• Schools may also utilize the COD website for reports and single record submissions

− Direct Loan Origination Tool

− Entrance/Exit Counseling

− Master Promissory Notes and credit checks

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COD: StudentLoans.gov

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COD sends to and/or receives data from:• Schools via SAIG• Credit bureaus • G5 • NSLDS

− Award and disbursement Information− Exit counseling results − SULA usage

• Servicers• CPS• PEPS

Common Origination and Disbursement

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National Student Loan Data System• The National Student Loan Data System contains

disbursement data for Title IV loans and grants, as well as:

− Grant overpayment data− Student enrollment status information− Exit counseling information − Transfer monitoring information− Institutional cohort default rate information− Gainful employment information− SULA (150%) loss of interest subsidy

• NSLDS provides an integrated, life-cycle view of Title IV aid− Accessed by Financial Aid Professionals, students, lenders,

guaranty agencies, and State agencies

NSLDS

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Grant Management System

• Grant Management (G5) is a delivery system that supports program award and payment administration

• Schools may use G5 to request payments, adjust drawdowns, and return cash

• G5 provides continuous access to current grant and payment information, such as authorized amounts, cumulative drawdowns, current award balances, and payment histories

• G5 receives program funding level data from CODand returns to COD cash draw and return data

G5

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Student Aid Internet Gateway• SAIG is a private, wide area network (WAN) that serves as

a store-and-forward file transfer service between FSA systems and their many end users

• It is the secure mechanism used by FSA and the financial aid community to transfer files over the internet. SAIG is used to exchange batch files containing services enrollment and organizational information with other FSA systems

• Institutions wishing to sign up for an SAIG mailbox must do so via the Participation Management (PM) system at fsawebenroll.ed.gov

SAIG

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Student Aid Internet Gateway

• Organizations enroll individuals as Destination Point Administrators (DPAs) in the SAIG

• DPAs are assigned Destination Points (TG numbers or mailboxes) that receive and transmit data for various Title IV student aid program systems such as CPS, COD and NSLDS

• Files are exchanged using message classes, which help to define and describe the contents of the file

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• EDConnect

− Windows-based file transfer protocol (FTP) program that enables users to send and receive Federal Student Aid information electronically

• EDExpress for Windows

− With EDExpress schools can manage Title IV student financial aid application data, package awards, and exchange origination and disbursement data with COD

Student Aid Internet Gateway

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Participation Management System

• Primary system for enrolling in and modifying batch and online services for Federal Student Aid (FSA) partner organizations and their users

• PM’s support of the FSA services enrollment process requires it to interface with eight other FSA systems to exchange user enrollment data and ensure access FSA systems in a timely manner

PM

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Participation Management System

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Access and Identity Management System• AIMS is FSA’s security solution that manages access

to the online elements of systems

• AIMS allows users of FSA systems to log in using their FSA User ID, password, and their TG mailbox number (where applicable)

• Participation Management is still the system of record for user services entitlements information

• PM interfaces regularly with AIMS to provide AIMS with high level entitlements data for individual users of online services that are authenticated through AIMS (such as NSLDS Online, COD Online, EDConnect, FAA Access, PM and others)

AIMS

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Postsecondary Education Participants System

• FSA’s management information system of all organizations that have a role in administering student financial aid and other Higher Education Act programs

• PEPS maintains eligibility, certification, demographic, financial, review, audit, and default rate data about schools participating in the Title IV programs

PEPS

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Use the E-App to submit and update the school’s eligibility information: eligcert.ed.gov

• Check the status of your application• Display and print your Program Participation Agreement (PPA) and Eligibility and Certification Approval Report (ECAR)

Postsecondary Education Participants System

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E-Resources

Information for Financial Aid Professionals (IFAP)• IFAP (ifap.ed.gov) is your link to official guidance on

FSA program requirements, including the annual FSA Handbook and ongoing updates in the form of Dear Colleague Letters and Electronic Announcements

FSA Download • FSA Download (fsadownload.ed.gov) is your source for

all ED-developed software along with User Guides and Technical References for FSA systems and required file formats

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Information for Financial Aid ProfessionalsIFAP

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The FSA ID

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Introducing the FSA ID

FSA has adopted the best practice of using a username and password instead of personal information

− Requires users to enter less information (2 fields instead of 4)

− Provides more secure access to user’s information

− Links to the PIN information during registration

− Allows users to update personal information such as last name changes without applying for a new FSA ID

− Effective as of May 10, 2015

The FSA ID modernizes access to FSA systemsfor students, parents and borrowers

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Introducing the FSA ID

To comply with the Children’s Online Privacy Protection Act (COPPA):

− The FSA ID is not available to applicants under the age of 13

− Children aged 12 and under must file a COPPA-compliant FAFSA• [email protected]• 202-377-3889

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Login or Registration

• Create an FSA ID

User Clicks to log in or to create an FSA ID

FSA ID is also directly accessible at fsaid.ed.gov

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Create Account – Username / Password

Instructions / Explanation

Help icons

1. Enter and confirm your email address

2. Create and confirm your password

3. User selects whether they are 13 or older

4. Click Continue

Show Text available for masked fields

Password criteria

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Create Account Completed example

Create Account – Personal Information

Instructions / explanation and

progress bar

1. Enter your Social Security Number, date of birth and name

2. Click Continue

Detailed help and FAQs

Click Spanish for information in Spanish

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Create Account – Link PIN

1. Enter PIN

2. Click Verify

OR

3. Click Forgot My PIN

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Create Account – Forgot PIN

1. Enter the Answer to your PIN Challenge Question

2. Click Continue

OR

3. Continue without linking your PIN

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If you already have a PIN…

• Linking your PIN allows you to:− Link your Social Security Administration (SSA) Match

information − Transfer your address and contact information from the

PIN database

• Linking your PIN is not required− Will necessitate a new SSA Match (1-3 days)− Will necessitate entering your contact information

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Create Account – Profile Information

1. Review and confirm that the information transferred from PIN is correct

2. Add any additional contact information

3. Click Continue

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Create Account – Challenge Questions

1. Select and answer challenge questions 1 and 2

2. Create and answer questions 3 and 4

3. Provide a date for question 5

4. All questions and answers must be unique

5. Show text reveals masked fields

6. Click Continue

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Completed Example

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Create Account – Terms and Conditions

1. Review and confirm your information

2. Read Terms and Conditions

3. Click Accept Terms and Conditions box

4. Click Continue

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Create Account – Email Verification

A confirmation email will now be sent to the email address you provided. In this email, there is a secure code.

1. Enter the secure code2. Click Continue

Verifying your email address is optional but provides added security and additional functionality:

• Use your email address as your Username for login• Use your email instead of answering challenge questions for Forgot Password and

Forgot Username

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Create Account - Confirmation

Congratulations!!!You have now created an FSA ID.

You can use the FSA ID to log on to FSA’s websites.

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Edit Your FSA ID

1. Enter your Username or verified email address

2. Enter your password

3. Click Continue

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Edit Your FSA IDInstructions / Explanation with links to:• Edit My FSA ID• Edit My Challenge

Questions• Change My

Password• Disable My FSA ID

Notes: • Passwords expire every 18 months• Disabling your account is an excellent way to protect your account from fraud while you are abroad or will not be applying for aid

for an extended period

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Account Information - View

1. Change any information in these fields

2. Click Continue

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Forgot Username or Password

Click on either Forgot My

Username or Forgot My Password

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Forgot Username or Password

The are two options for retrieving your username or password. A secure code can be emailed to you for access or you can answer three challenge questions.

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Forgot Username or Password

1. Enter the answers to your three Challenge Questions

2. Click Verify

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Common Issues

• Creation of an FSA ID for another individual− Parent for student / student for parent

• Use of same email address for different IDs

• Failure of Social Security Administration match

• ‘Trailer’ spaces

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Help!

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Help!

• Electronic Announcement, May 4, 2015− “How to Create an FSA ID” guide

• Electronic Announcement, May 22, 2015− Helpful hints

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Help!

• Federal Student Aid Information Center (FSAIC): 1-800-4-FED-AID (1-800-433-3243)− Escalation may be required to the FSA ID team

• Web chat at www.FAFSA.gov − Help → Contact Us

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Thank you!

Zack [email protected]

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We Appreciate Your FeedbackTo ensure quality training we ask all participants to please fill out an online session evaluation:

• https://www.surveymonkey.com/s/ZacharyGoodwin

This evaluation tool provides a means to inform us of areas for improvement, and to support an effective process for listening to our customers.

Additional feedback about training can be directed to [email protected].

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Department of Education Contacts

Region II Training Officers (New York/New Jersey)

Zack [email protected]

Nautochia [email protected]

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Department of Education Contacts

Research and Customer Care [email protected]

Reach FSA855.FSA.4FAA -- 1 number to reach 10 contact centers!

Campus Based Call Center eZ-AuditCOD School Eligibility Service GroupCPS/SAIG Foreign Schools Participation DivisionNSLDS Research and Customer Care CenterG5 Nelnet Total & Permanent

Disability Team

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Website ReferencesPEPS: eligcert.ed.gov

SAIG: fsawebenroll.ed.gov/ (enrollment)

saigportal.ed.gov/tdcm (file transfer)

fsadownload.ed.gov (software)

CPS: faaaccess.ed.gov/FOTWWebApp/faa/faa.jsp

COD: cod.ed.gov

NSLDS: nsldsfap.ed.gov/nslds_FAP/default.jsp

G5: g5.gov

FISAP: cbfisap.ed.gov

Audits: ezaudit.ed.gov

Defaults: ifap.ed.gov/DefaultManagement

IFAP: ifap.ed.gov

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Website References

FSA ID: fsaid.ed.gov

StudentAid.ed.gov/fsaid

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