Post Bacc not packaged

1. Post Bacc Not Packaged

2. Claim Worklist Item
Go to “Pending Worklist” screen and “claim next item” for Post Bacc Not Packaged.

3. NSLDS
▪ Log into NSLDS
▪ Enter SSN, DOB and
student name

4. Save NSLDS Sheet as PDF
Place student’s ASU ID in the SSN
field of the NSLDS Loan History
Page
Right click to open dialog box
Select Print and change the printer
destination to “Save as PDF”
Save to S drive in the NSLDS
Aggregates Folder for the correct
aid year with the student’s ASU ID
as the file name
(S:loansNSLDSAggregate
sheets)

5. Review File
▪ Go to the “View Financial Aid Status” screen.
▪ Enter the student’s 10-digit Employee ID in the “ID” field and
applicable aid year.
▪ Review the “Comments” field for any pertinent information
regarding previously completed DL Over Limit Review/Warnings.

6. Calculate Aggregates
▪ Calculate totals for all undergraduate
and graduate subsidized and
unsubsidized loans separately.
▪ Use undergraduate totals to
determine remaining undergraduate
eligibility by subtracting graduate
loans.
Lifetime AggregateTotal
Subsidized: $34212
Unsubsidized: $27185
Undergrad
Subsidized: $19891
Unsubsidized: $23107
Grad
Subsidized: $14321
Unsubsidized: $4078

7. Remaining Undergraduate Eligibility
 Go to the “Update Incoming
Aggregates” screen in
PeopleSoft. Select the override
box to make changes to the
current academic year
 Exclude graduate loans in
aggregate totals so that the
student is awarded accurately

8. Determine Remaining Eligibility
Undergraduate Aggregate Limit
Subsidized: $23000
Unsubsidized: $34500
UndergraduateTotals Remaining Eligibility
Subsidized: $19891 Subsidized: $3109
Unsubsidized: $23107 Unsubsidized $11393

9. Determine Remaining Eligibility (continued)
*Because the student is close to their total lifetime aggregate total we need to ensure that
awarding them what they appear to have remaining as an undergraduate will not place them
over their lifetime aggregate totals.
Total Lifetime Aggregate Limit
Subsidized: $65500
Unsubsidized: $73000
Undergraduate/GraduateTotals Remaining Lifetime Eligibility
Subsidized: $34212 $138500 - $34212 - $27185
Unsubsidized: $27185 = $77103
*Total Lifetime Remaining Eligibility exceeds determined undergraduate eligibility so we do
not need to inflate aggregate totals to prevent awarding over total lifetime aggregate

10. No Remaining Undergraduate Eligibility
▪ If you determine that the
student has reached their
undergraduate total aggregate
limit of $57500 you will need to
update incoming aggregates to
reflect the appropriate
subsidized and unsubsidized
loan totals

11. No Remaining Undergraduate Eligibility (continued)
▪ Go to “View Packaging Status
Summary” screen and update
”Aid Processing Status” to
”Packaging Complete” in order
to ensure that the student is not
awarded aid that they are not
eligible for.

12. Compose Counseling Message
No Remaining Eligibility
▪ If student has no undergraduate
eligibility remaining you will need
to send communication to the
student advising them.
▪ Go to “Compose Counseling
Message” screen and enter
student’s Empl ID
▪ Choose “Reached Aggregate
Limit” from the Loans Category
and click on the “+”
▪ Click “Create Communication”

13. Special Scenario
▪ If it is determined that the remaining lifetime aggregate eligibility is
less than the remaining undergraduate eligibility that was
determined then you must artificially inflate the ”Update Incoming
Aggregate” screen so that you don’t award over the lifetime
aggregate total.

14. Comments
Remaining Eligibility No Remaining Eligibility
DL LimitWarning Review- Student is not over
aggregate limit due to current graduate loan
borrowing: $ subsidized, $ unsubsidized
graduate loans.Current undergraduate
borrowing: $ undergraduate subsidized, $
undergraduate unsubsidized. Student has
remaining $ sub and $ unsub undergraduate loan
eligibility.The subsidized and unsubsidized
totals do not include this year's loans.
Aggregate LimitWarning- Student has
reached total undergraduate aggregate limit
of $57,500. No remaining undergraduate
eligibility.Current borrowing: $23,000
undergraduate subsidized, $34,500
undergraduate unsubsidized.