The Loan History page displays the following:
The Navigation Tabs and their links allow you to navigate to the main pages of each section of the site.
To access a student's loan history:
To access a student's loan detail:
The warning and informational icons at the top of the Loan, Grant, Overpayment Lists pages and the Student Access Interface page reflect the status of loans and other aid for which the borrower is personally responsible. Users wishing to check the status of PLUS borrowers who have taken out loans on behalf of students should view the Loan History page for the PLUS borrowers and not rely on the student's page to verify the eligibility of the PLUS borrower for further aid.
Directly below the warning icons, if any appear, school users will see a message that states whether the borrower is on their school's Transfer Monitoring list and a button that will allow them either to add the borrower to their Student Monitoring list or to view the borrower's status if he or she is already on their Transfer Monitoring list.
To add a student to Transfer Monitoring List:
To view this student's information on the Transfer Monitoring List:
The Aggregate Loan Information table displays the Loan Type, Outstanding Principal Balance, Pending Disbursements, and Total for various aggregates separated out into corresponding undergraduate and graduate portions dynamically displayed. Award Year and Dependency Indicator used for undergraduate and graduate aggregate loan limit determination are also included. Only loans for which the borrower is directly responsible affect the aggregate totals. PLUS loans taken out by a parent on behalf of a student do not figure into the student's aggregate totals. Direct Unsubsidized Loans (TEACH) do not figure into a student's aggregate totals so it is itemized separately.
Note: For a PLUS loan borrower’s PLUS Loans [FFEL PLUS Loan (PL), Direct PLUS (D4), FFEL PLUS Graduate (GB), Direct PLUS Graduate (D3) and Direct PLUS Consolidated (D7)] it sums the Outstanding Principal Balance (OPB).
Note: For a student/borrower's Direct Unsubsidized Loan (D8 - TEACH Grant converted to a loan), it sums the Outstanding Principal Balance (OPB).
Note: The sorting and filtering on the Loan Summary table below does not affect these aggregates.
The Master Promissory Note (MPN) table displays codes to indicate whether the student or PLUS borrower whose information is displayed on the Loan History page has any MPNs on Direct Stafford or Direct PLUS loans. In addition, it displays an MPN code for any PLUS borrowers who have taken out Direct PLUS loans on behalf of the student displayed on the page. The codes are defined as follows:
Note: For the student or PLUS borrower displayed on the Loan History page, a code of "N" can mean either that the student or PLUS borrower has not taken out any Direct Stafford or Direct PLUS loans at all, or that the student or PLUS borrower has taken out such loans but that they do not have MPNs associated with them.
For PLUS borrowers who have taken out loans on behalf of the student displayed on the Loan History page, a code of "N" can only mean that the PLUS borrower has taken out one or more Direct PLUS loans on behalf of the student but there aren't any MPNs associated with those loans.
Authorized GA users can add new Teacher Loan Forgiveness information.
The Teacher Loan Forgiveness information, displays the total amount of Teacher Loan Forgiveness dollars.
To view this student/borrower's Teacher Loan Forgiveness detail:
Note: The TLF totals dynamically displays only when the student/borrower displayed on the page has any TLF amounts.
Authorized users can associate an Award ID to an existing borrower. The Award ID Bypass page displays the Award ID activity for the borrower.
To view the Award ID activity of an existing borrower:
Note: After an Award ID has been associated to an existing borrower the Federal Loan Servicer will be able to successfully report the loan with the same Award ID to NSLDS. The Award ID Bypass functionality will not resolve Social Security Number (SSN) conflicts.
The default setting for the Loan Summary displays data for every loan taken out by the student, or taken out by a PLUS borrower on behalf of a student, sorted by Loan Date.
You may choose which loans to display and the sort order by using the Sort by and Display Only options.
To use Sort by:
The sorting and filtering options that are currently in use display below the box containing the sort and filter options. Please remember that the filtering options you select will affect which of the borrower's loans display on the page. If you don't see a loan you are looking for, check the filter option to make sure that it hasn't excluded from display the loan you seek.
If undergraduate and/or graduate loan totals exceed loan limits and the following options are selected from the Display Only dropdown selection box or by clicking the exceed loan limits icon(s), the Award Year and Dependency Indicator display below the current sorting and filtering options: Exceeds Undergrad Sub. Limit, Exceeds Undergrad Comb. Limit, Exceeds Graduate Sub. Limit, and Exceeds Graduate Comb. Limit.
Only 20 loans display per page. If the student has more than 20 loans, the Next Group arrow icon appears. Click this to view the next page of loans. Click the Previous Group arrow icon to view the previous page of loans.
Using the default filter, Loan Summary displays information about every loan taken out by the student or PLUS borrower. If a student's parent borrowed PLUS loans on behalf of the student, those loans are also in the student's Loan Summary, and they do not affect the student's warning icons or aggregate totals. The name of the parent taking out a PLUS loan on behalf of the student displays on the Loan Detail page for that loan.
The Loan Summary information displays the following:
|FFEL||GB||FFEL PLUS Graduate/Professional|
|FFEL||SF||FFEL Stafford Sub or FFEL Stafford Non-Sub|
|FFEL||SL||Supplemental Loan (SLS)|
|FFEL||SU||FFEL Stafford Unsubsidized|
|FDLP||D0||Direct Stafford Subsidized (SULA Eligible)|
|FDLP||D1||Direct Stafford Subsidized|
|FDLP||D2||Direct Stafford Unsubsidized|
|FDLP||D3||Direct PLUS Graduate/Professional|
|FDLP||D5||Direct Consolidation Unsubsidized|
|FDLP||D6||Direct Consolidation Subsidized|
|FDLP||D7||Direct PLUS Consolidation|
|FDLP||D8||Direct Unsubsidized (TEACH)|
|FDLP||D9||Direct Consolidation Subsidized (SULA Eligible)|
|FISL||FI||Federally Insured (FISL)|
|Perkins||DU||National Defense Loan|
|Perkins||EU||Perkins Expanded Lending|
|Perkins||IC||Income Contingent (ICL)|
|AE||Loan Transferred to New Holder|
|BC||Bankruptcy Claim, Discharged|
|BK||Bankruptcy Claim, Active|
|CS||Closed School Discharge|
|DB||Defaulted, Then Bankrupt, Active, Chapter 13|
|DD||Defaulted, Then Died|
|DK||Defaulted, Then Bankrupt, Discharged, Chapter 13|
|DL||Defaulted, In Litigation|
|DN||Defaulted, Paid in Full Through Consolidation Loan|
|DO||Defaulted, Then Bankrupt, Active, Other|
|DP||Defaulted, Paid in Full|
|DR||Defaulted Loan Included in a Rolled-Up Loan|
|DS||Defaulted, Then Disabled|
|DT||Defaulted, Collection Terminated|
|DX||Defaulted, Six Consecutive Payments|
|DZ||Defaulted, Six Consecutive Payments, Then Missed Payment(s)|
|FC||False Certification Discharge|
|ID||In School or Grace Period|
|IG||In Grace Period|
|IM||In Military Grace|
|IP||In Post-Deferment Grace Period|
|IT||Loan Transferred by DCS|
|OD||Defaulted, Then Bankrupt, Discharged, Other|
|PC||Paid in Full Through Consolidation Loan|
|PF||Paid in Full|
|PM||Presumed Paid in Full|
|PN||Non-Defaulted, Paid in Full Through Consolidation Loan|
|PZ||PLUS Child Death|
|RH||Loan Transferred by DCS to Sallie Mae|
|TG||Loan Transferred by DCS to GA927|
|UA||Temporarily Uninsured-No Default Claim Requested|
|UB||Temporarily Uninsured-Default Claim Denied|
|UC||Permanently Uninsured/Unreinsured-No Default Claim Requested|
|UD||Permanently Uninsured/Unreinsured-Default Claim Denied|
|VA||Discharged, Veteran Permanently Disabled|
|XD||Defaulted, six consecutive payments|
Note: Additional considerations for FFEL Consolidation loan (CL) Agg OPB: For a FFEL Consolidation loan, any underlying Perkins and/or PLUS loans are factored out of the unallocated amount(s). Results of this adjustment will be displayed in the Agg OPB field on the Loan Summary page.
Note: Additional considerations for Direct Consolidation Sub loan (D6) Agg OPB: For a Direct Consolidation Sub loan, any underlying Perkins loans are factored out. Results of this adjustment will be displayed in the Agg OPB field on the Loan Summary page.
Note: Additional considerations for PLUS Graduate/Professional loan Agg. OPB: FFEL PLUS Graduate/Professional (GB) and Direct PLUS Graduate/Professional (D3) loans taken out by the Graduate/Professional student will not have calculated amounts.
Note: Additional considerations for Direct Unsubsidized (TEACH) loan Agg. OPB: Direct Unsubsidized Loans (D8) taken out by the student/borrower will not have calculated amounts.
A blue "D" to the left of the label indicates discharge(s) exist for the loan. Pass your cursor over the symbol for an explanation. The explanation will also display as a note at the bottom of the page.
|1||Freshman/First Year (including proprietary institution programs that are less than 1 year in duration)|
|5||Fifth/Other Undergraduate (may include sixth year undergraduate and continuing education students)|
|A||First Year Graduate/Professional|
|B||Second Year Graduate/Professional|
|C||Third Year Graduate/Professional|
|D||Beyond Third Year Graduate/Professional|
|G||Graduate/Professional, year of study unknown|
|N||Not available (to be used only if the date of the first disbursement is prior to July 23, 1992, and data provider does not have required attribute)|
When reviewing the Loan Summary information, keep in mind the following:
To obtain detailed information about each loan, click the number to the left of the loan header or click the Loan Detail button to the right of the header to view the Loan Detail page for that loan. The numbering of the list is for display purposes only. Sorting or filtering the list renumbers it.
At the bottom of the page, links are provided to view the next page of the student's record, to view the previous page or the top of the current page or to view the Privacy Act page. There is also a legend defining the various icons that may appear within the Loan Summary section of this page.Last updated: April 16, 2017