Report Description

In an effort to remain compliant with GEN 13-13, this report will identify loan periods that require adjustment because funds did not disburse for all payment periods. This report will return loan payment periods with $0 paid and when a loan payment period start date is less than the loan period end date.

Note: The "Loan ID" output value is associated to the permission, "View Student SSN." The Loan ID returns the student's SSN at the beginning of the identifier. When permission is enabled, users see full SSN in the Loan ID column ("123456789S17G32673001"). When permission is disabled, users see a masked SSN in the Loan ID column ("xxxxx9876S17G32673001").

Report Parameters / Filters

• Enterprise
• Institution (multi-select)
• Campus (multi-select)
• Site (multi-select)
• Federal Award Year (multi-select)
• Loan Type (multi-select) 
  • Direct Subsidized Loan
  • Direct Unsubsidized Loan 
  • Direct Parent PLUS 
  • Direct Graduate PLUS Loan
• Loan Status (multi-select) 
  • Accepted 
  • Offered 
  • Cancelled 
  • Declined
  • Estimated
  • Unfunded
• Student is Active?
  • All
  • Yes
  • No    
• Payment Period Start Date From:
• Payment Period Start Date To:
• Payment Period End Date From:
• Payment Period End Date To:

Output Columns

• Student ExernalID (1 through 4, if applicable)
• First Name
• Last Name
• Campus
• Site
• Award Type (Sub, Unsub, etc.)
• Loan ID
• Payment Period (Term or Payment Period Code)
• Payment Period Start Date
• Payment Period End Date
• Loan Period Start Date
• Loan Period End Date
• Academic Year Start Date
• Academic Year End Date
• Amount Disbursed (should net $0)
• Scheduled Amount
• DRI Flag (True or False)
• DRI Release Date (if True)
• Student is Active?