Session #19

Entrance and Exit

Counseling
Rosa Trejo
Randy Bowman
U.S. Department of Education
Agenda
• Overview of Entrance Counseling
• Entrance Counseling on Studentloans.gov
• Future Enhancements
• Exit Counseling on NSLDS
• Exit Counseling Session
• Contact Information
• Questions and Answers

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Overview of Entrance Counseling
Schools must ensure that borrowers complete
Entrance Counseling with the award of a Direct Loan
• Federally mandated requirement for all Direct Loan
programs except for Parent PLUS
• Must be completed prior to the first disbursement

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Overview of Entrance Counseling
Entrance Counseling explains a borrower’s rights and
responsibilities. It can be completed through:
• StudentLoans.gov website
• DLSS website
• School-specific counseling
• Other websites if directed by school

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Overview of Entrance Counseling
Through the StudentLoans.gov Entrance Counseling
process, borrowers will learn about:
• Direct Loans
• Rights and responsibilities as a borrower
• Managing educational expenses
• Other financial resources to consider that may help
pay for the borrower’s education

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 Entrance Counseling
StudentLoans.gov

Can be completed through

StudentLoans.gov

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Entrance Counseling
StudentLoans.gov

Borrowers are
prompted to select
the counseling type

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Entrance Counseling
StudentLoans.gov

Provides insight
for the Entrance
Counseling session

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Entrance Counseling
StudentLoans.gov

Select up to three
schools to send
the Entrance
Counseling data

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 Entrance Counseling
StudentLoans.gov

Borrowers will
complete a
training session on
a series of topics

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Entrance Counseling
StudentLoans.gov

At the end of each

topic, the
borrower must
complete several
quiz questions

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Entrance Counseling
StudentLoans.gov

Borrowers are able to

print a confirmation
page

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Entrance Counseling
StudentLoans.gov
Once a borrower completes an Entrance Counseling
session on the StudentLoans.gov website:
• Completed Entrance Counseling data is submitted
to COD
• Entrance Counseling Acknowledgement is sent to
schools
• Schools can search COD for completed Entrance
Counseling sessions

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Entrance Counseling
Counseling Search

Search by:
• SSN
• Entity ID
• Date Range
• Counseling Type
• Award Year

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Entrance Counseling
Entrance Counseling Report
If a borrower completes Entrance Counseling through
the DLSS website, the school can:
• View completed sessions on the DLSS website
• View DLSS Direct Loan Entrance Counseling
File/Report

DLSS Entrance Counseling as well as the DLSS Entrance

Counseling Report will eventually be phased out

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Entrance Counseling
Future Enhancements
With the implementation of COD Release 10.0
(February 18, 2011), and Release 10.1 (June 17,
2011) the following functionality will be available:
• New Entrance Counseling Report
– Generated weekly

– Includes completed Entrance Counseling from the previous week

– Available via the COD Reporting website in CSV format with headers

• Ability to Complete Entrance Counseling in Spanish

on StudentLoans.gov

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Exit Counseling
Exit Counseling on NSLDS
New functionality for Exit Counseling that covers FFEL
and Direct Loan Programs
• Student Access at www.nslds.ed.gov
• NSLDS Professional Access at www.nsldsfap.ed.gov

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Exit Counseling on NSLDS

Why?

• Need for Exit Counseling tool for both

DL and FFEL
• To provide enhanced and flexible
reporting options
• To meet Exit Counseling requirements
for schools

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Exit Counseling on NSLDS
Background
March 2010:
• Initial release of NSLDS Exit Counseling

June 2010:
• Lender, Lender/Servicer & GA reporting
enhancements

September 2010:
• “Push” of scheduled reports to schools

November 2010:
• “Push” of reports to GAs and ED Servicers

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Exit Counseling on NSLDS
NSLDS Student Access
• Student Access at www.nslds.ed.gov
• Students may complete an Exit Counseling session
for both Direct and FFEL loans and submit
completion information
• Session integrates NSLDS data to provide borrower
specific loan summary and estimated payments
• Session information is saved to provide reports for
NSLDS Professional Access users

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 Exit Counseling Session

NSLDS Student
Access includes:
• Financial Aid Review
• Exit Counseling
• Spanish Option

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Exit Counseling Selection

Welcome Page
includes:
• Start
• Tour
• Example of
Progress Box

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 Exit Counseling Session
Selection of Tour

Tour includes:
• All text content
• Non-functional quizzes
• Sample loan summary
• Sample repayment options

Warning that
this is just a ‘Tour’

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 Exit Counseling Session
Your Progress Box
includes:
• Getting Started
• Repaying Your Loans
• Having Trouble Making
Payments
• Discharge/Forgiveness
• Resources
• Final steps

Covers DL & FFEL

Loans

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 Exit Counseling Session

Same login as
other FSA student
sites:
• SSN
• Name ID
• DOB
• FSA PIN

Provides access to
the Financial Aid
Review

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 Exit Counseling Session
Data used is
most current
reported to
NSLDS
Data cannot be
used for other
purposes, such
as determining
eligibility
15 minutes of inactivity
times out the session!

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 Exit Counseling Session
Pre-populates with
Borrower’s school(s)

“Remove” takes
away listed
school(s)

To add a school,
Search by State*
*Only schools that have
certified/originated loans in
the past 4 years display

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 Exit Counseling Session

Final list of
schools will be
displayed prior
to proceeding

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Exit Counseling Session
Several Quiz pages
throughout the
session

Customized for DL
and/or FFEL

Must answer each

question - correct
answers displayed
after submit

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 Exit Counseling Session

Loan Summary page

displays overview of
loans on NSLDS

Detail Loan information

viewed by selecting
number link

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 Exit Counseling Session

Same Detail Loan

information that
displays on Financial
Aid Review

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 Exit Counseling Session

Repayment Options
page displays:
• Sample information for
various debt amounts
• Monthly and Total
Payments under different
Repayment Plans
• Non-Consolidated and
Consolidated estimates

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 Exit Counseling Session

Estimating Payments
page includes:
• DL & FFEL Non-
Consolidation and
Consolidation
• Repayment Plan
breakdown
• Serves as payment
calculator

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 Exit Counseling Session

Estimating Payment
features:
• Change balance and
Recalculate
• Adjust AGI, Marital
Status, Family Size,
Residence and
Recalculate
• Reset to NSLDS
Balances

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 Exit Counseling Session

Budget Calculator
assists borrowers in:
• Developing a budget
• Totals monthly expenses
• Compares expenses to
expected salary

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Exit Counseling Session

Required Contact Info:

• Personal
• Next of Kin
• Reference 1
• Reference 2

Optional Contact Info:

• Employer
• E-mail
• Driver’s License Number
• Driver’s License State

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 Exit Counseling Session

Right & Responsibilities is

the last step before
completion

Same as the
Promissory Note

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Exit Counseling Session
You’re Done!

Only upon completion

does the student have
‘credit’ for exit
counseling

Data is stored and

available to loan
holders and schools

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Exit Counseling Statistics

• # Student
283,378 completions

• # School locations
7,288 for which sessions
were completed

Data as of 11/9/2010 40
NSLDS Professional Access

With NSLDS Professional Access (www.nsldsfap.ed.gov),

schools can:
• View Exit Counseling History of individual borrowers
• Upload Exit Counseling Sessions completed outside
NSLDS
• Receive information on the Exit Counseling
Completion Report on request and/or as a scheduled
report

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Exit Counseling History
Exit Counseling History displays the following
information for schools:
• School(s) for which borrower has completed Exit
Counseling
• Completion date and time
• Exit Counseling Source
– If completed on NSLDS or at school
– School can upload their own records to have all
completion information in one place

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Exit Counseling History

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Exit Counseling Submittal Template

https://www.fsa download.ed.gov/NSLDSExitCouns.htm

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Exit Counseling Submittal Template

Each column has instructions

Provide up to 50 records per submittal

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Exit Counseling Submittal

Location to upload files to NSLDS

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 Exit Counseling Upload

Check individual
records or
Check All

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Exit Counseling Upload

Click Submit to upload “checked” records

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 Exit Counseling Upload Errors

Records with
errors need to
be corrected and
submitted in a
new template

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Exit Counseling Reports

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Exit Counseling Reports

Report Parameters Page

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Exit Counseling School Report
EXTC01 Exit Counseling Completion Results
• Roll up to 6 digit School Code, or
• Specify 8 digit OPEID code
(enter 2 digit branch)
• Enter Date Range
• Multiple Output Formats
– NSLDS Pre-formatted
Report
– NSLDS Extract Format
• Standard Fixed-length
• Comma Delimited
– Direct Loan Extract Format
• Standard Fixed-length
• Comma Delimited

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Exit Counseling Report Output
• Distributed over SAIG
• Message Class depends on format specified:
– EXITFFOP - Exit Counsel Direct Loans format -
Fixed Length
– EXITCMOP - Exit Counsel Direct Loans format -
Comma Delimited
– EXITFMOP - Exit Counsel Pre-Formatted Report
– EXNSFFOP - Exit Counsel NSLDS format - Fixed
Length
– EXNSCMOP - Exit Counsel NSLDS format -
Comma Delimited

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Exit Counseling Report Sample

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Exit Counseling Pushed Reports

Schedule
automatically
delivered reports

Scroll to bottom of
School Profile on
Org Tab

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Exit Counseling Pushed Reports

Set scheduled report delivery options

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 Exit Counseling Pushed Reports

The SAIG Mailbox

is validated

If the mailbox
does not belong
to your school,
you will be asked
to confirm

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 Exit Counseling Pushed Reports

Delivery Options
can be changed or
cancelled at any
time

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Benefits for Schools
NSLDS Benefits for schools:
• Meets school requirements for Exit Counseling
– Data sent automatically to GAs, ED
Servicers for you
– Compliant for FFEL & DL
– Includes borrower’s actual loan data
• Flexible reporting options
• Automatic update of completion date for
EDExpress users

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Contacts for Exit Counseling
(Students should call FSAIC)

Students Schools
Federal Student Aid NSLDS Customer Support
Information Center (FSAIC) Center
800-433-3243 800-999-8219
Outside US (Toll call) Outside US (Toll call)
319-337-5665 785-838-2141

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Resources

Resources Location
Complete Entrance Counseling
www.studentloans.gov
on StudentLoans.gov

Federal Regulations http://ecfr.gpoaccess.gov

http://direct.ed.gov/pubs/entrcou
Entrance Counseling Guide
nselguide.pdf

Direct Loan Resources www.direct.ed.gov

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Contact Information
We appreciate your feedback and comments. We
can be reached at:
Rosa Trejo
Phone: 202-377-3699
Email: [email protected]

Randy Bowman
Phone: 202-377-3262
Email: [email protected]

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NSLDS Contact Information
We appreciate your feedback and comments.
We can be reached at:

Customer Support Center:

Phone: 800-999-8219
Toll: 785-838-2141
Fax: 785-838-2154
Web: www.nsldsfap.ed.gov
Email: [email protected]

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