School Lender GA and State Agency Enrollment Documents - Private Sector

Student Aid Internet Gateway (SAIG) Enrollment Document

2014-2015_School_Lender_GA_Enrollment_Form_122613

School Lender GA and State Agency Enrollment Documents - Private Sector

OMB: 1845-0002

⚠️ Notice: This form may be outdated. More recent filings and information on OMB 1845-0002 can be found here:

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U.S. Department of Education’s
Student Aid Internet Gateway
Enrollment Form For
Postsecondary Educational Institutions,
Institutional Third-Party Servicers,
FFELP Guaranty Agencies and Guaranty Agency Servicers,
Federal Loan Servicers,
FFELP Lenders and Lender Servicers

Information about the Enrollment Process to Participate in the U.S. Department of Education’s
Student Aid Internet Gateway
The Student Aid Internet Gateway (SAIG) was established to allow authorized entities, including Postsecondary
Educational Institutions, Institutional Third-Party Servicers, FFELP Guaranty Agencies and Guaranty Agency
Servicers, FFELP Lenders and Lender Servicers, and Federal Loan Servicers, to exchange data electronically with
the U.S. Department of Education (ED, Department). In order to participate in the SAIG, each entity must enroll
for SAIG access. The enrollment process will enable the organization enrolling to select services to receive,
submit, view, and/or update student financial aid data online and by batch using ED provided software - EDconnect
(PC-based software) or TDClient (client software for multiple environments).
Each entity must designate one individual as its Primary Destination Point Administrator (Primary DPA). Each
entity is provided with a Primary Destination Point (which is identified by a TG Number/Mailbox). The Primary
DPA is the only person within the organization who can enroll other staff as Non-Primary Destination Point
Administrators (Non-Primary DPAs) with Destination Points assigned for specific SAIG services. Upon
completing the enrollment process, the Primary DPA can add or remove users, edit information about the entity, or
change the entity’s enrollment in various SAIG services.
To access Federal Student Aid (FSA) Systems, the Primary DPA must validate the individuals enrolled for SAIG
Mailbox and online services for the organization on a schedule determined by ED. If validation is not completed
via the SAIG Enrollment Web site within the prescribed timeframe, all services assigned to the organization and
individuals could be deactivated.
Notes about the SAIG Application –
The first usage of a term in this document is italicized and can be found in the glossary located
in Attachment A. The glossary will assist in understanding the many technical terms and
acronyms commonly used in the Title IV, HEA student financial aid programs.
The following entities are eligible to enroll in the SAIG:


Postsecondary educational institutions that participate in the federal student financial aid programs authorized
under Title IV, HEA,



Organizations that contract with an eligible institution to perform Title IV, HEA related functions as a thirdparty servicer,



Guaranty Agencies (GAs) or their GA Servicers that have an agreement with ED under the Federal Family
Education Loan Program (FFELP),



FFELP Lenders or their FFELP Lender Servicers,



Federal Loan Servicers, and



Other Designated Entities approved by ED.

OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

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Available Services
The services that can be accessed over the SAIG are:
1. Central Processing System (CPS), Submission of Application Data: Free Application for Federal Student Aid
(FAFSA) data, including corrections, can be entered and submitted over the SAIG. Processed FAFSA data is
reported to institutions on the Institutional Student Information Record (ISIR). To enroll a DPA with access to
these services, complete Step One; Step Two, Section 1, Item 5; Step Three; and Step Four. Note: Only one
Destination Point (TG Number/Mailbox) can be used to exchange data with each of the CPS applicant data
functions (corrections, ISIRs), except in the case of initial FAFSA applicant data. For the submission of initial
FAFSA data, two Destination Points are permitted. (See Figure 1)
2. Federal Grant Services: All participants in the Federal Pell Grant (Pell Grant) Program, the Iraq and
Afghanistan Service Grant Program, and the Teacher Education Assistance for College and Higher Education
(TEACH) Grant Program must transmit origination and disbursement data over the SAIG to the Common
Origination and Disbursement (COD) system. To enroll for these services, complete Step One; Step Two,
Section 1, Items 7 and 8; Step Three; and Step Four.
3. Federal Direct Loan (Direct Loan) Program: The COD system enables Direct Loan origination, disbursement,
and other required reporting information to be exchanged electronically through the SAIG. You can also
request COD Online access for this service. To enroll for these services, complete Step One; Step Two, Section
1, Items 6 and 8; Step Three; and Step Four.
4. electronic Campus-Based (eCB) programs systems: The eCB programs systems include Federal Work-Study
(FWS), the Federal Supplemental Educational Opportunity Grant (FSEOG), and the Federal Perkins Loan
program. The application method for enrolling and participating in one or all of the eCB programs is the Fiscal
Operations Report and Application to Participate (FISAP). The annual submission deadline for the FISAP is
October 1. To enroll for this service, complete Step One; Step Two, Section 1, Item 9; Step Three; and Step
Four.
5. National Student Loan Data System (NSLDS): NSLDS is a national database that collects and maintains
individual student data for all Title IV, HEA student loan borrowers and grant recipients. All institutions that
participate in the Title IV, HEA student financial aid programs must have at least one Destination Point (TG
Number/Mailbox) for NSLDS services that includes the online Enrollment Reporting (formerly SSCR) function
for updating student enrollment and Gainful Employment (GE) data, Transfer Student Monitoring (TSM),
overpayment update, and batch services for the electronic Cohort Default Rate (eCDR) and Gainful
Employment rates. You can also request online NSLDS access to view and update Title IV, HEA loan,
enrollment history information, GE data, and view federal grants. To enroll a DPA with a Destination Point for
these services:


Postsecondary Educational Institutions and Institutional Third-Party Servicers must complete Step One;
Step Two, Section 1, Items 10, 11, 12, and 13; Step Three; and Step Four.



FFELP GA/GA Servicers and Federal Loan Servicers must complete Step One; Step Two, Section 2, Items
19 and 20; Step Three; and Step Four.



FFELP Lenders and Lender Servicers must complete Step One; Step Two, Section 3, Items 23 and 24; Step
Three; and Step Four.

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Effective Date: January 2014

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6. Financial Management System (FMS): FMS is a centralized system for all FSA financial transactions. It
allows Financial Partners (FP) users to collect, process, maintain, transmit, and report data about financial
events. FMS also provides functionality to support financial planning and budgeting activities, to accumulate
and report cost information, and to prepare financial statements. The Lender Reporting System (LaRS) enables
FFELP Lenders or their Servicers to send financial reporting information to FSA’s FMS using their SAIG
mailbox. The Guaranty Agency Financial Reporting (GAFR) enables GA’s to send financial reporting
information to FSA’s FMS using their SAIG mailbox. To enroll for this service:


FFELP Lenders and Lender Servicers enroll for LaRS by completing Step One; Step Two, Section 3, Item
22; Step Three; and Step Four.



FFELP GAs or GA Servicers and Federal Loan Servicers enroll for GAFR by completing Step One; Step
Two, Section 2, Item 18; Step Three; and Step Four.

7. Direct Loan Servicing System (DLSS): The Direct Loan Borrower Delinquency Report is sent monthly to all
Direct Loan institutions enrolled with the SAIG. It contains a list of delinquent/defaulted Direct Loans
administered by the specified institution. To enroll for this service, complete Step One; Step Two, Section 1,
Item 14; Step Three; and Step Four.
8. Debt Management and Collections System (DMCS): The DMCS houses all defaulted debts held by FSA. This
includes, but is not limited to, FFELP loans assigned from GAs (Mandatory Assignment Process); Program
Overpayments and Perkins loans assigned from schools; and all Direct Loan program defaults. The system also
interfaces with other government agencies such as the U.S. Department of the Treasury for the Treasury Offset
Program (TOP), the Internal Revenue Service (IRS) for the IRS Skip Trace process, and the U.S. Department of
Health and Human Services for the National Directory of New Hires (NDNH) information. To enroll for this
service, complete Step One; Step Two, Section 2, Item 17; Step Three; and Step Four.
9. Total and Permanent Disability (TPD) program: The TPD program was created to support the regulatory
requirement to track borrower claims for total and permanent disability discharge for three years. The
regulations require monitoring of income and loan status for a period of three years after certification of
disability by a physician. Borrowers determined to be ineligible after the three-year period are returned to
active servicing status. However, if the borrower still meets the eligibility criteria at the end of this period, final
discharge of student loan is granted.


Postsecondary Educational Institutions and Institutional Third-Party Servicers must complete Step One;
Step Two, Section 1, Item 15; Step Three; and Step Four.



FFELP GAs or GA Servicers and Federal Loan Servicers that want to enroll for this service must complete
Step One; Step Two, Section 2, Item 17; Step Three; and Step Four.



FFELP Lenders and Lender Servicers that want to enroll for this service must complete Step One; Step
Two, Section 3, Item 26; Step Three; and Step Four.

10. IBR/Pay As You Earn/ICR: The Income-Based Repayment (IBR)/Pay As You Earn/Income-Contingent
Repayment (ICR) Request Electronic Application was created on StudentLoans.gov to allow borrowers to
complete the required application electronically. The regulations for IBR, Pay As You Earn, and ICR require
borrowers to provide income information in support of the request or recertification of IBR, Pay As You Earn,
and ICR. FFELP Lenders and Lender Servicers that want to enroll for this service, complete Step One; Step
Two, Section 3, Item 25; Step Three; and Step Four.

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Expiration Date: 1/31/2017
Effective Date: January 2014

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Organization Personnel Involved in the SAIG Application Process
There are four categories of users at your organization who may obtain data from the Department’s systems and
who must complete parts of the SAIG Application:
President/CEO or Designee: The President/CEO is the individual responsible for identifying a Primary DPA for
the organization, and who is legally authorized to provide certification of the entity’s DPAs for and on behalf of the
organization and must sign the Certification of the President/CEO or Designee on behalf of the organization. The
President/CEO may also assign a Designee in Step Four to act as the Authorizing Official on behalf of the
President/CEO for future enrollments.
Primary Destination Point Administrators (Primary DPA): The Primary DPA is the individual at the
organization who is responsible for the administration of the organization’s SAIG participation which includes,
assigning access to the organization’s mailboxes and services and determining the organization’s EDconnect users,
TDClient users, and Electronic Service Users who are allowed access to the Destination Point (TG Number/Mailbox).
The Primary DPA is the only individual within the organization who may enroll staff as Non-Primary DPAs. The
Primary DPA is required to complete and submit Sections One through Three of the Enrollment Application to the
Coralville, Iowa address provided. When enrolling Non-Primary DPAs, a portion of Step Three of the Enrollment
Form must be completed by the Primary DPA indicating that the Primary DPA has reviewed the responsibilities of
DPAs with the Non-Primary DPA, including the responsibility to protect the privacy of the information obtained or
provided via SAIG. The Primary DPA is also responsible for obtaining the signature of the President/CEO or
Designee in Step Four for every enrollment of a Primary or Non-Primary DPA.
Non-Primary Destination Point Administrators (Non-Primary DPA): When a Primary DPA enrolls a NonPrimary DPA in the SAIG, ED will assign the Non- Primary DPA a Mailbox with a unique TG number. The NonPrimary DPA is required to complete and submit Sections One through Three of the Enrollment Application to the
Coralville, Iowa address provided.
Electronic Services Users: The Electronic Services users are enrolled for FAA Access to CPS Online or EDconnect
and are not provided a TG Number/Mailbox. To protect the integrity and security of the data being transmitted, all
Electronic Services users must complete and submit Attachment B – Federal Student Aid User of Electronic
Services Statement to their Primary DPA. Attachment B must also be signed by and maintained by the Primary
DPA at the Organization. Attachment B User Statements must be available for inspection by the Department.
The Primary DPA may enroll more than one Non-Primary DPA with a separate Destination Point (TG
Number/Mailbox) for each service or function, or choose to combine all non-NSLDS Online services and functions
through a single Destination Point (TG Number/Mailbox). The number of Destination Points allowed per
institution for each function is provided in the following table:

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Figure 1:
Services

Number of
Destination Points
allowed per institution

CPS, Submission of Application (FAFSA) Data

Two

CPS, All Other Functions/Types

One

Grant Services for Pell Grant, Iraq and Afghanistan Service Grant, and the TEACH
Grant Processing/Batch Files

One

Direct Loan Program (All)

One

eCB programs systems, FISAP

One

FFELP and Direct Loan eCDR Packages, Batch

One

NSLDS Batch Files

One

NSLDS Online

No Limit

FMS, LaRS and GAFR

One

COD Online

No Limit

FAFSA on the Web Data Transfer Service

One

IBR/Pay As You Earn/ICR

One

Completing the SAIG Enrollment Form
General Reminder:
The enrollment form may be completed online at https://fsawebenroll.ed.gov. As an alternative, the enrollment
form can be printed on paper, completed, and submitted. Please note that the Department will not accept
photocopied signatures or stamped signatures. Forms submitted after the OMB Expiration Date noted on
the bottom of each page will not be accepted.
Completion and Submission of the Enrollment Form
If you have any questions about completing the SAIG Enrollment Form, call CPS/SAIG Technical Support at 1800-330-5947. To reach a telecommunications device for the deaf (TDD/TTY), CALL 1-800-511-5806.
Technical support representatives are available 7 a.m. – 7 p.m. CT, Monday through Friday, excluding federal
holidays. If you prefer, you can e-mail inquiries to [email protected]. A technical support specialist will respond
to your e-mail within one business day.
To complete the SAIG enrollment form, you will need the following information:


Currently enrolled organizations will need their existing Primary Destination Point (TG Number/Mailbox) and
the name of the Primary DPA. An FSA User ID and password are required to access enrollment information.
To obtain an FSA User ID, go to https://fsawebenroll.ed.gov/PMEnroll/PMAccountServlet.jrun, provide
identifying information, and follow the remaining registration steps. Once you have completed the registration
process, including establishing your password, your FSA User ID will be e-mailed to you.

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

Postsecondary institutions and their Servicers will need their OPE ID number. If your school participates in the
Grant Services or Direct Loan Program, you will also need the institution’s Federal School Code (FSC) and/or
Direct Loan Program code. To find these numbers, look at the reports your school has submitted for these
programs in the past, such as your organization’s Eligibility and Certification Report (ECAR), and Program
Participation Agreement (PPA). You can also call ED’s School Eligibility Service Group at 1-202-3774277.



GAs and GA Servicers will need the GA code number assigned by ED. A list of active and inactive GA codes
is contained in the instructions for the Guaranty Agency Financial Report (GAFR) ED - Form 2000 Instruction
Guide accessible at http://fp.ed.gov.



Lenders and Lender Servicers will need the Lender ID (LID) or Lender/Servicer ID number assigned by ED.



Federal Loan Servicers will need the Federal Loan Servicer ID assigned by ED.



All entities will need the name, address, phone number, Social Security number (SSN), date of birth, mother’s
maiden name, and business e-mail address for each DPA.

Step One – must be completed by the Primary DPA for all Non-Primary DPAs
Step One collects information about your organization and the DPA you want to enroll or for whom you are
changing or adding information.
1.

This SAIG enrollment form can be used for multiple purposes. As the Primary DPA, you may use the form
to enroll new participants in the SAIG and you can also use the form to change or add information about an
existing DPA or Destination Point (TG Number/Mailbox).
A. Check Box A for “Initial Enrollment” if the organization is a first-time SAIG participant and the
organization does not have a TG Number/Mailbox. The President/CEO (Authorizing Official on file with
ED) of the organization will be designating the individual who will be serving as the Primary DPA. This
enrollment will establish this user as the Primary DPA of the Primary TG Number/Mailbox.
B. Check Box B to “Adding a new user for an additional Destination Point” if your organization is enrolled in
the SAIG and you want to add a Non-Primary DPA and an additional Destination Point (TG
Number/Mailbox).
C. Check Box C for “Changing information for existing Destination Point/Mailbox” if your organization is
currently enrolled in the SAIG and you want to change or add any information about an existing user or
Destination Point (TG Number/Mailbox). Fill in the information that has changed for any items in Step
One or Step Two; and complete Steps Three and Four.
If you are uncertain of which box to check, call CPS/SAIG Technical Support at 1-800-330-5947. To
reach a telecommunications device for the deaf (TDD/TTY), call 1-800-511-5806.

Provide the name of the organization, as you would like it to appear on all SAIG correspondence. (The
limit is 40 characters, including letters and spaces.)

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Check the appropriate box to indicate your organization type.


Postsecondary educational institutions (schools) must fill out Step Two, Section 1.



Institutional third-party servicers must fill out Step Two, Section 1.



Guaranty Agencies for FFELP student loans must fill out Step Two, Section 2.



Guaranty Agency Servicers for FFELP student loans must fill out Step Two, Section 2.



Federal Loan Servicers must fill out Step Two, Section 2.



Lenders for FFELP student loans must fill out Step Two, Section 3.



Lender Servicers for FFELP student loans must fill out Step Two, Section 3.

Check whether the information being provided is for the Primary DPA (only 1 Primary DPA per
organization) or for a Non-Primary DPA (the organization may have more than 1 Non-Primary DPA, see
Figure 1). All information must be provided for the DPA enrolling for the organization identified in Item 2.
Note: Do not use a group e-mail address.

Step Two – must be completed by the Primary DPA when adding or changing services
Step Two allows you to add or change services for this organization and the PDPA or Non-Primary DPA identified
in Step One. You will complete only one section in Step Two based on your organization type.


Postsecondary educational institutions and institutional third-party servicers go to Step Two, Section 1 for
instructions.



FFELP Guaranty Agencies and Guaranty Agency Servicers go to Step Two, Section 2 for instructions.



Federal Loan Servicers go to Step Two, Section 2 for instructions.



FFELP Lenders and Lender Servicers go to Step Two, Section 3 for instructions.

Step Two, Section 1 is for Postsecondary Educational Institutions and Institutional Third-Party
Servicers
In Section 1 you will choose the services for which your institution requires enrollment. The items below
correspond to the numbers in the enrollment form.
5. A. If the DPA you are enrolling or for whom you are adding or changing services will send and receive student
applicant data (FAFSAs and ISIRs), complete all required information including the Federal School Code.
If this enrollment is for a DPA that will not be involved in CPS applicant data transmissions, go to Item 6.
B. Check the boxes for the award year(s) this DPA should receive the applicant data. If the 2013-2014 award
year is selected then this Organization will only receive the award year selected. If the 2014-2015 award
year is selected the Organization’s enrollment will be rolled over automatically to subsequent award years.
C. Check the boxes for the CPS applicant data function you want this DPA to receive and submit. If you are
completing this form to update or change services for an enrolled DPA, provide the TG number of the
Destination Point already assigned to this DPA.

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D. Check the preferred delivery option for ISIRs, if ISIRs are selected in Item 5C. Postsecondary institutions
can choose whether to receive ISIRs on a daily basis or by request. Daily receipt is the default ISIR
delivery method. If “By Request” is checked, the DPA must use FAA Access to CPS Online to request and
receive ISIRs. The ISIRs are then sent to your Destination Point (TG Number/Mailbox) through the SAIG.
With either option, you can request a single ISIR or a specified group of ISIRs at any time.
E. If your school uses a third-party servicer to submit batch files to the CPS, but you also want to access CPS
Online tools (such as FAA Access to CPS Online and Return of Title IV Funds [R2T4] on the Web), check
the Yes box to designate yourself as the Destination Point (TG Number/Mailbox) for CPS Online services
for the school selected.
If additional financial aid staff needs access to CPS Online tools, you may enroll them for FAA Access to
CPS Online under Manage Electronic Services at https://fsawebenroll.ed.gov.
6.

If your organization participates in the Direct Loan Program and the DPA identified in Item 4 will be
assigned to submit and receive Direct Loan Program data, identify the years of the Direct Loan data the
DPA will need to access. Also, provide the school’s Direct Loan code. If the DPA is already enrolled and
you are only updating information for that DPA, provide the TG number for that DPA’s Destination Point
(TG Number/Mailbox).

If you want this Destination Point (TG Number/Mailbox) to receive and submit Grant Services (Pell Grant,
Iraq and Afghanistan Service Grant, and TEACH Grant) payment data, then complete this item.

As the Primary DPA, you must identify the Non-Primary DPA you want to enroll for access to COD Online
Services (Direct Loan or Grant Services).
A. If you are a third-party servicer, provide the name of the institution you are servicing. NOTE:
Authorizing Officials’ signatures (Step Four) are required from both the institution and the servicer.
Provide the OPE ID for your organization. If this DPA is adding this service to an existing Destination
Point (TG Number/Mailbox) then provide the TG number.
B. Select the applicable role for this DPA.

If you participate or expect to participate in the Federal Work-Study, Federal Supplemental Educational
Opportunity Grant (FSEOG), and/or Federal Perkins Loan program(s), and the Non-Primary DPA for
whom you are completing this enrollment form will be administering the Destination Point (TG
Number/Mailbox) for the FISAP, complete this item.
If you currently participate in any of the eCB programs, provide your Title IV OPE ID number. You will
find the OPE ID number on your most recent FISAP report. Next, provide the TG number of the
Destination Point.
Fill in the name of the school. If the address of the school has not already been provided in Item 4, provide
all the requested address information.
Note: All Non-Primary DPAs enrolled for any of the eCB programs systems must also register online for
access to the eCB programs systems and establish an FSA User ID and password. To obtain an FSA User
ID, go to https://cbfisap.ed.gov, click on the "Login" button and select “Registration.” Provide identifying
information and follow the remaining registration steps. Once you have completed the registration process,
including establishing your password, your FSA User ID will be e-mailed to you.
The Primary DPA is responsible for approving other users who wish to access your institution’s data on the
eCB programs systems. You will receive an e-mail when a school user attempts to register for access to
your institution’s data. To review and process the access request, log in to https://cbfisap.ed.gov.

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10. A. If you want the DPA to receive batch file data from NSLDS, complete this item.
B. In Item 10B, check the boxes for the batch files you want this DPA to receive. If this DPA already has a
Destination Point (TG Number/Mailbox), provide the TG number here. Provide the date on which this
DPA will begin responsibility for the sending or receiving of NSLDS data. Indicate whether this DPA’s
Destination Point (TG Number/Mailbox) will receive Transfer Student Monitoring data, Enrollment
Reporting files (formerly SSCR), Federal Perkins Loan data and/or Gainful Employment Reporting. Select
Transfer Student Monitoring if you want the DPA to send and receive Financial Aid History/Transfer
Student Monitoring data.
11.

As the Primary DPA, you must identify the Destination Point you want to enroll for electronic Cohort
Default Rate Notification packages (eligibility letter and loan record detail report) from NSLDS. Your
main campus (OPE ID ending in ‘00’) must sign up for this service.

12.

As the Primary DPA, you must identify the Destination Point you want to enroll for electronic Gainful
Employment (GE) Notification packages from NSLDS.

13.

As the Primary DPA, you must identify the DPA you want to enroll for online access to student data
available on NSLDS by checking the boxes to indicate the services the DPA will access.
IMPORTANT: Only the DPA is permitted to use his or her Destination Point (TG Number/Mailbox)
for access to NSLDS Online information. NSLDS Online users CANNOT share their NSLDS access
with anyone else.
Online Services, by default, automatically given to users are:
Loan History
Federal Grants History
Enrollment History
Overpayment History
Organization Contacts

Data Provider Schedules
Online Reports
Transfer Student Monitoring
Foreign School Reporting

If this DPA will access information for a school as its third-party servicer, provide the school’s name and
OPE ID number. NOTE: Authorizing Officials’ signatures (Step Four) are required from both the
school and the third-party servicer before access will be granted.
14.

If your organization participates in the Direct Loan Program and the DPA identified in Item 4 will be
assigned to receive the Direct Loan Borrower Delinquency Report, provide the school’s Direct Loan code.
If the DPA is already enrolled and you are only updating information for that DPA, provide the TG number
for that DPA’s Destination Point.

15.

If you want this Destination Point (TG Number/Mailbox) to have access to the Total and Permanent
Disability (TPD) batch data, complete this item. (Note: this is for Perkins Schools only) (Note: Paper
enrollment for this service is not available. You must enroll online at https://fsawebenroll.ed.gov.)

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Step Two, Section 2 is for FFELP GAs or GA Servicers and Federal Loan Servicers
16. A. As the Primary DPA, you must identify the DPA you want to enroll for student applicant data (ISIRs), and
complete all required information including the State for which you will be receiving ISIR data. Note: GAs
must have prior approval from Federal Student Aid to receive ISIR data. This service is available only to
GAs.
B. Choose the service for which you are enrolling.
C. Check the boxes for the award years this DPA should receive the applicant data.
D. Choose the preferred delivery option for ISIRs if ISIRs are selected in Item 16B. You can choose whether
to receive ISIRs on a daily basis or by request. Daily receipt is the default ISIR delivery method. If you
choose “By Request,” you must request ISIRs from the ISIR Datamart. The ISIRs are then sent to your
Destination Point (TG Number/Mailbox) through the SAIG.
17.

As the Primary DPA, you must identify the DPA you want to enroll for Borrower Services (includes
Treasury Offset Program (TOP), Mandatory Assignment Process, National Directory of New Hires
(NDNH), IRS Skip Trace, and Total and Permanent Disability (TPD)).

18.

As the Primary DPA, you must identify the DPA you want to enroll for Guaranty Agency Financial
Reporting (GAFR). This service is available only to GAs.

19. A. As the Primary DPA, you must identify the DPA you want to enroll for batch file data from NSLDS.
B. Check the boxes for the batch files you want this DPA to receive. If this DPA already has a Destination
Point (TG Number/Mailbox), provide the TG number here. Provide the date on which this DPA will begin
responsibility for the sending or receiving of NSLDS data. Indicate whether this DPA’s Destination Point
will receive Financial Aid History (available for GAs only), Enrollment Reporting (available for GAs only),
GA/Federal Loan Servicers Loan data, Account Maintenance Fee (AMF) back-up detail (available for GAs
only), Annual Reasonability back-up detail (available for GAs only), or Exit Counseling Reports.
20.

As the Primary DPA, you must identify the DPA you want to enroll for online access to student data
available on NSLDS, check the boxes to indicate the specific information type(s) you want this DPA to
access. (Note: Paper enrollment for this service is not available. You must enroll online at
https://fsawebenroll.ed.gov.)
IMPORTANT: Only the DPA is permitted to use his or her Destination Point (TG Number/Mailbox)
for access to NSLDS Online information. NSLDS Online users CANNOT share their NSLDS access
with anyone else. NSLDS Online access is permitted for FSA authorized uses only.
Online Default Services automatically given to users are:
Loan History
Data Provider Schedules
Organization Contacts

Enrollment History
Various Online Reports

GA/Federal Loan Servicers Online Loan Update and Teacher Loan Forgiveness/Loan Discharge –
this service allows NSLDS Online users to update individual loans on an ad hoc basis and update loan data
for students who are granted Teacher Loan Forgiveness (TLF) and Loan Discharge benefits for Title IV,
HEA loans. NSLDS limits the number of users that can sign up for this online service.

OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form
Page 11

Teacher Loan Forgiveness/Loan Discharge Only – this service allows NSLDS Online users to update
loan data for students who are granted Teacher Loan Forgiveness (TLF) and Loan Discharge benefits for
Title IV, HEA loans. NSLDS limits the number of users that can sign up for this online service.
Select either GA/Federal Loan Servicers Online Loan Update and Teacher Loan Forgiveness/Loan
Discharge or Teacher Loan Forgiveness/Loan Discharge Only, but not both.
A. If the DPA will access information for a GA as its third-party servicer, provide the GA’s name and GA
Code. NOTE: Authorizing Officials’ signatures (Step Four) are required from both the GA and the
GA Servicer before access will be considered for approval.
B. Select all functions performed by the DPA. Select Other to provide an explanation for duties not already
described.
21.

As the Primary DPA, you must identify the individual (DPA) you want to enroll for access to COD Online
Services (Direct Loan or Grant Services). (Note: Paper enrollment for this service is not available.
You must enroll online at https://fsawebenroll.ed.gov.)
A. Provide the Federal Loan Servicer code for your organization. If this DPA is adding this service to an
existing Destination Point (TG Number/Mailbox) then provide the TG number.
B. Select the applicable role for this DPA.

Step Two, Section 3 is for FFELP Lenders and Lender Servicers only
22.

As the Primary DPA, you must identify the DPA you want to enroll for batch file data from the quarterly
Lender Reporting System (LaRS).
A. Provide the Lender/Servicer name and Lender/Servicer code for your organization.
B. If this DPA already has a Destination Point (TG Number/Mailbox), provide the TG number here. Provide
the date on which this DPA will begin responsibility for the sending or receiving of LaRS data.

23.

As the Primary DPA, you must identify the DPA you want to enroll for NSLDS Online access to student
data. Check the boxes to indicate the specific information type(s) you want this DPA to access. (Note:
Paper enrollment for this service is not available. You must enroll online at
https://fsawebenroll.ed.gov.)
IMPORTANT: Only the DPA is permitted to use his or her Destination Point (TG Number/Mailbox)
for access to NSLDS Online information. NSLDS Online users CANNOT share their NSLDS access
with anyone else. NSLDS Online access is permitted for FSA authorized uses only.
Online Default Services automatically given to users are:
Loan History
Enrollment History

Organization Contacts
Various Online Reports

A. If the DPA will access information for a FFELP Lender as its third-party servicer, provide the Lender’s
name and LID Number. NOTE: Authorizing Officials’ signatures (Step Four) are required from both
the Lender and the Lender Servicer before access will be considered for approval.
B. Select all functions performed by the DPA. Select Other to provide an explanation for duties not already
described.
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form
Page 12

24.

As the Primary DPA, you must identify the Destination Point you want to enroll for Enrollment Reporting
Notification batch file data from NSLDS.
A. Provide the Lender/Servicer name and Lender/Servicer code for your organization.
B. If this DPA already has a Destination Point (TG Number/Mailbox), provide the TG number here. Provide
the date on which this DPA will begin responsibility for the sending or receiving of NSLDS data.

25.

As the Primary DPA, you must identify the individual (DPA) you want to enroll for access to COD Online
Services (IBR/Pay As You Earn/ICR). (Note: Paper enrollment for this service is not available. You
must enroll online at https://fsawebenroll.ed.gov.)
A. Provide the Lender’s name and Lender/Servicer’s code for your organization. If this DPA is adding this
service to an existing Destination Point (TG Number/Mailbox) then provide the TG number.
B. Select the applicable role for this DPA.

26.

As the Primary DPA, you must identify the DPA you want to enroll for the Total and Permanent Disability
(TPD) batch file data. (Note: Paper enrollment for this service is not available. You must enroll
online at https://fsawebenroll.ed.gov.)
A. Provide the Lender’s name and Lender/Servicer’s code for your organization. If this DPA is adding this
service to an existing Destination Point (TG Number/Mailbox) then provide the TG number.
B. Select the applicable role for this DPA.

Step Three – must be completed by all Primary and Non-Primary DPAs
Step Three collects the required agreements and signature pages from the Primary DPA and the Non-Primary DPA
identified in Step One.
Each DPA must read and sign the “Responsibilities of the Primary and Non-Primary Destination Point
Administrators” statement.

Step Four – must be completed by the Organization President/CEO or Designee
Step Four collects the required authorization from the organization to process the enrollment information for the
Primary or Non-Primary DPA identified in Step One.
If the President, CEO or Chief Officer wants to designate another person to be the responsible authorizing official,
then Step Four, Part A, Box 1 must be completed. This designation needs to be completed only once.
For each Destination Point (TG Number/Mailbox), the chief officer of the organization (President, CEO, or
Designee) must sign Step Four, Part B, Box 2, “Responsibilities of the President/CEO or Designee” statement.
Note: The Authorized Official name and signature must match the information on file with ED.
If this enrollment is a third-party servicer acting on behalf of another organization, both the organization’s President
or CEO (Authorized Official on file at ED) and the third-party servicer’s President or CEO must sign. This means
both Box 2 and Box 3 in Step Four, Part B must be completed.

OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form
Page 13

Submitting Enrollment Form and Signature Pages
Send your completed enrollment form and original, signed signature pages to:

CPS/SAIG Technical Support
2450 Oakdale Blvd.
Coralville, Iowa 52241
Before mailing signature pages, confirm the following:
 The President/CEO or Designee name and signature match the information on file with ED.
 Signature pages for both Step Three: Responsibilities of the Primary and Non-Primary Destination Point
Administrators and Step Four: Certification of the President/CEO or Designee are enclosed.
 All signatures are original. Signatures are not photocopied or stamped.
Once the Department receives all necessary signature documents, the Department will process the enrollment.

OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form
Page 14

Step One: Provide the following information
1. Is this an initial application or are you adding a new DPA or changing information on a Destination Point
(TG Number/Mailbox)? Check the applicable box below.
A. 

Initial enrollment



Adding a new user for an additional Destination Point (TG Number/Mailbox) ___________



Changing information for an existing Destination Point/Mailbox with TG_______________
(Read instructions on page 7 carefully.)

2. What is the name of your organization? ______________________________________________________
(maximum 40 characters)

3. Indicate your type of organization.








Postsecondary educational institution (school), go to Step Two, Section 1 on page 15
Institutional third-party servicer, go to Step Two, Section 1 on page 15
Guaranty Agency for FFELP student loans, go to Step Two, Section 2 on page 23
Guaranty Agency Servicers for FFELP student loans, go to Step Two, Section 2 on page 23
Federal Loan Servicers, go to Step Two, Section 2 on page 23
Lender for FFELP student loans, go to Step Two, Section 3 on page 28
Lender Servicers for FFELP student loans, go to Step Two, Section 3 on page 28

4. Complete the following information for the Primary or Non-Primary Destination Point Administrator (DPA)
you wish to designate at the organization for this enrollment. The DPA will be assigned a Destination Point
(mailbox) with an identification number (TG number).
Check one:
 Primary DPA



Non-Primary DPA

First Name___________________________ Last Name __________________________________________
Business address__________________________________________________________________________
Business address__________________________________________________________________________
City__________________________________________State_________________________Zip__________
Area code/phone (_______) _______________________ Area code/fax (_______) ____________________
E-mail Address: __________________________________________________________________________
(maximum 70 characters)

Social Security number_____________________________

Date of birth________ _______ 19_____
(month)

(day)

(year)

Mother’s maiden name ___________________________________________________________________
Office Use Only
Customer Number________________
TG Number_____________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 15

Step Two
Section 1: Services for Postsecondary Educational Institutions or Institutional ThirdParty Servicers
5. Do you want this Destination Point (TG Number/Mailbox) to submit and/or receive data with the Central
Processing System (CPS)?
 Yes �



No, go to Item 6

A. If yes, for which school?
Name of school______________________________________________________________________
Federal School Code__________________________________________________________________


Check if the address is the same as in Item 4. Go to Item 5B.



Check if applying for an assigned Federal School Code (for authorized branch campuses only)

2013-2014-2009 2014-2015 and each subsequent year

C. Which Destination Point will be transmitting and receiving data for the services selected below?


All of the following to the same Destination Point

TG___________________



Initial applications* (initial FAFSAs)

TG___________________



Corrections (FAFSA corrections)

TG___________________



ISIRs

TG___________________

D. If ISIRs are selected, choose delivery option:
ISIR Delivery: 2013-2014



Daily



By Request

2014-2015



Daily



By Request

E. Do you want this Destination Point to only access and administer CPS Online services for the school
selected? Note: Only select this option if your school utilizes a third-party servicer to submit batch
services to CPS, and you want access to CPS Online tools such as FAA Access to CPS Online and
Return of Title IV.


Yes (DO NOT select if your school is already enrolled to submit Batch Services for CPS).

If you are adding this service to an existing Destination Point, provide the TG Number: _____________
*Data for initial FAFSA applications may come from two different TG numbers. All other CPS data must be
exchanged through a single Destination Point.

Office Use Only
Customer Number________________
TG Number_____________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 16

Step Two
Section 1: Services for Postsecondary Educational Institutions or Institutional ThirdParty Servicers (Continued)
6. Do you want this Destination Point (TG Number/Mailbox) to submit and receive Direct Loan information?
 Yes, for 2013-2014  Yes, for 2014-2015 and each subsequent year  No, go to Item 7
A. If yes, for which school?
Name of school _____________________________________________________________________
 Check if address is same as in Item 4. Go to Item 7.
If the mailing address is different from Item 4, provide the following address information:
Business Address _______________________________________________--____________________
Business Address _______________________________________________--____________________
City______________________________________State______________________Zip_____________
If you are adding this service to an existing Destination Point, provide the TG Number: _____________
What is your Direct Loan Code? __________________
7. Do you want this Destination Point (TG Number/Mailbox) to submit and/or receive Grant Services (Pell
Grant, Iraq and Afghanistan Service Grant, and TEACH Grant) payment data?


Yes  

No, go to Item 8

A. If yes, for which school?
Name of school_______________________________________________________________________
Federal School Code___________________________________________________________________


Check if the address is the same as in Item 4. Go to Item 7B

2012-2013



2013-2014



2014-2015

C. Which Destination Point will be transmitting and receiving data? TG ____________

Office Use Only
Customer Number________________
TG Number_____________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 17

Step Two
Section 1: Services for Postsecondary Educational Institutions or Institutional ThirdParty Servicers (Continued)
8. Do you want this Destination Point Administrator (DPA) to have access to COD Online Services?


Yes



No, go to Item 9

A. If yes, for which school?
Name of school_______________________________________________________________________
OPE ID ____________
If you are adding this service to an existing Destination Point, provide the TG Number: _____________
B. What is the role of the new user?



View and Credit Check



View Only



View/Update



View/Update and Credit Check



Third-Party Admin

Have you participated in or intend to participate in the electronic Campus-Based (eCB) programs systems
(FWS, FSEOG, Perkins)?


Yes

 No, go to Item 10

If yes, provide your institution’s OPE ID number ________________
Provide the name of the school ______________________________________________________________
Identify the award year(s) that you have participated in or intend to participate in the eCB programs systems
and the TG number that is responsible for reporting that year.
If you are a new school, ONLY select the 2014-2015 award year and leave the TG number blank.
 2010-2011 TG____________  2011-2012 TG _____________  2012-2013 TG ___________
 2013-2014 TG ____________

 2014-2015 TG ___________

 Check this box if the mailing address for eCB programs systems material is the same as in Item 4.
If your mailing address for eCB is different from Item 4, provide the following address information:
Business address__________________________________________________________________________
City_________________________________ State_________________________ Zip__________________
Office Use Only
Customer Number________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

TG Number_____________________
Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 18

Step Two
Section 1: Services for Postsecondary Educational Institutions or Institutional ThirdParty Servicers (Continued)
10. A. Do you want this Destination Point (TG Number/Mailbox) to submit and receive any of the following
NSLDS batch files?
- Transfer Student Monitoring and/or Financial Aid History
- Federal Perkins Loan data
- Enrollment Reporting (formerly SSCR)
- Gainful Employment Reporting


Yes

 No, go to Item 11

If yes, for which school? Name __________________________________________
School OPE ID _________________________________


Check if the address is the same as in Item 4. Go to Item 10B.

If the mailing address is different from Item 4, provide the following address information:
Business address__________________________________________________________________________
City____________________________________ State_________________________ Zip_______________
B. If yes, which information? If you are adding this service to an existing Destination Point, provide the
TG Number below for each service you select.
 Transfer Student Monitoring and/or Financial Aid History
SAIG mailbox TG_______
(School Transfer Profile must be completed at http://www.nslds.ed.gov/nslds_FAP/secure/logon.jsp to begin
Transfer Monitoring.)



Enrollment Reporting (formerly SSCR)
SAIG mailbox TG_______
Effective Date ______/______/_____



Gainful Employment Reporting
SAIG mailbox TG_______

Effective Date ______/______/_____

Perkins Loan data
SAIG mailbox TG_______

Effective Date ______/______/_____



Office Use Only
Customer Number___________________
TG Number________________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 19

Step Two
Section 1: Services for Postsecondary Educational Institutions or Institutional ThirdParty Servicers (Continued)
11. Do you want this Destination Point (TG Number/Mailbox) for receipt of electronic Cohort Default Rate
Notification Package?


Yes

 No, go to Item 12

Name of school___________________________________________________________________________
School OPE ID___________________________________________________________________________


Check if the address is the same as in Item 4.

If the mailing address is different from Item 4, provide the following address information:
Business address__________________________________________________________________________
Business address__________________________________________________________________________
City_____________________________________State____________________Zip____________________
Effective Date __________________________________
Which TG number will be receiving the eCDR Notification Package? TG_________________
If the Destination Point is a third-party servicer, provide servicer name: ______________________________
12.

Do you want this Destination Point (TG Number/Mailbox) for receipt of electronic Gainful Employment
Notification Package?


Yes

 No, go to Item 13

Name of school __________________________________________________________________________
School OPE ID __________________________________________________________________________


Check if the address is the same as in Item 4.

If the mailing address is different from Item 4, provide the following address information:
Business address _________________________________________________________________________
Business address _________________________________________________________________________
City _____________________________________ State _____________________ Zip _________________
Effective Date __________________________________
Which TG number will be receiving the GE Notification Package? TG ___________________
If the Destination Point is a third-party servicer, provide servicer name: ______________________________
Office Use Only
Customer Number___________________
TG Number________________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 20

Step Two
Section 1: Services for Postsecondary Educational Institutions or Institutional ThirdParty Servicers (Continued)
13. Do you want this Destination Point Administrator (DPA) to have access to NSLDS Online?


Yes



No, go to Item 14

If you want this DPA to provide online updates to any of the following NSLDS information, indicate below
which NSLDS information you want this DPA to access. (NSLDS will send the DPA a separate ID and
password.)


Default Services (automatically given to users)



Enrollment Update

 Overpayment Update
If you are adding this service to an existing Destination Point, provide the TG Number: _______________
What is the OPE ID for which you are requesting access? _________________________
14. Do you want this Destination Point (TG Number/Mailbox) to receive the Direct Loan Borrower Delinquency
Reports?


Yes �

 No, go to Item 15

If yes, check the appropriate boxes. �

Report Format �

Data Format �

Both

If you are adding this service to an existing Destination Point, provide the TG Number: _______________
What is your Direct Loan Code? _________________________

Office Use Only
Customer Number___________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

TG Number________________________
Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 21

Step Two
Section 1: Services for Postsecondary Educational Institutions or Institutional ThirdParty Servicers (Continued)

15. Do you want this Destination Point (TG Number/Mailbox) to send and receive batch files for Total and
Permanent Disability (TPD)? (For Perkins schools only) (Note: Paper enrollment for this service is not
available. You must enroll online at https://fsawebenroll.ed.gov.)


Yes

 No, go to Step Three

Name of school __________________________________________________________________________
School OPE ID __________________________________________________________________________


Check if the address is the same as in Item 4.

Go to Step Three

Office Use Only
Customer Number___________________
TG Number________________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 22

Step Two
Section 2: Services for FFELP GAs or GA Servicers and Federal Loan Servicers
16. Do you want this Destination Point (TG Number/Mailbox) to receive data from the Central Processing
System (CPS)? (Available for GAs only)
 Yes �

 No, go to Item 17

A. If yes, for which Agency?
Name of GA__________________________________ State__________________________


Check if the address is the same as in Item 4.

2013-2014



2014-2015 and each subsequent year

D. If ISIRs are selected, choose delivery option:
2013-2014



Daily



By Request

2014-2015



Daily



By Request

17. Do you want this Destination Point (TG Number/Mailbox) to send and receive files for Borrower Services?
 Yes

 No, go to Item 18

A. If yes, for which organization?
Name of GA/Federal Loan Servicers_________________________________ GA/FLS Code_________


Check if the address is the same as in Item 4.

If you are adding this service to an existing Destination Point, provide the TG Number: _____________

Office Use Only
Customer Number___________________
TG Number________________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 23

Step Two
Section 2: Services for FFELP GAs or GA Servicers and Federal Loan Servicers
(Continued)
18. Do you want this Destination Point (TG Number/Mailbox) to submit data for Guaranty Agency Financial
Reporting (GAFR)? (Available for GAs only)
 Yes



No, go to Item 19

A. If yes, for which Agency?
Name of GA________________________________ GA Code__________________________


Check if the address is the same as in Item 4.

Office Use Only
Customer Number____________________
TG Number_________________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 24

Step Two
Section 2: Services for FFELP GAs or GA Servicers and Federal Loan Servicers
(Continued)
19. Do you want this Destination Point (TG Number/Mailbox) to submit and receive any of the following
NSLDS batch files?
- Financial Aid History
- Enrollment Reporting (formerly SSCR)
- GA/Federal Loan Servicers Loan Data
- GA Annual Reasonability back-up detail
- GA Account Maintenance Fee back-up detail
- Exit Counseling Reports


Yes

 No, go to Item 20

A. If yes, for which organization?
Name of GA/Federal Loan Servicer__________________________________ GA/FLS Code_________


Check if address is same as in Item 4.

Enrollment Reporting (Available for GAs only)
SAIG mailbox TG_______
Effective Date ______/______/_____

 GA/Federal Loan Servicers Loan data
SAIG mailbox TG_______
Effective Date ______/______/_____
 GA Account Maintenance Fee (AMF) back-up detail (Available for GAs only)
SAIG mailbox TG_______

Effective Date ______/______/_____

 GA Annual Reasonability back-up detail, quarterly and annual calculations
(Available for GAs only)
SAIG mailbox TG_______
Effective Date ______/______/_____


Exit Counseling Reports
SAIG mailbox TG_______

Effective Date ______/______/_____

Office Use Only
Customer Number__________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

TG Number_______________________
Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 25

Step Two
Section 2: Services for FFELP GAs or GA Servicers and Federal Loan Servicers
(Continued)
20. Do you want this Destination Point Administrator (DPA) to have access to NSLDS Online? (Note: Paper
enrollment for this service is not available. You must enroll online at https://fsawebenroll.ed.gov.)


Yes



No, go to Item 21

A. If you want this DPA to provide online updates to any of the following NSLDS information, indicate
below which NSLDS information you want this DPA to access. (NSLDS will send the DPA a separate
ID and password.)
 Default Services (automatically given to users)
 GA/Federal Loan Servicers Online Loan Update and Teacher Loan Forgiveness/Loan
Discharge
 Teacher Loan Forgiveness/Loan Discharge Only (Available for GAs only)
 SSN Only Lookup (Available for FLS only)
 Aid Overpayment Update Service (Available for FLS only)
If you are adding this service to an existing Destination Point, provide the TG Number: _____________
Name of GA/Federal Loan Servicer__________________________________ GA/FLS Code_________
B.

Indicate your job functions: (check all that apply):
 Uses NSLDS for Title IV, HEA functions only
 Eligibility for Aid
 Billing and Collection
 Enforcing Loan Terms
 Enrollment
 Accuracy of Record
 Default Aversion
 Default Rates
 Record Updates
 Teacher Loan Forgiveness and Loan Discharge
 Compliance
 Other ________________________________________________________________

Office Use Only
Customer Number___________________
TG Number________________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 26

Step Two
Section 2: Services for FFELP GAs or GA Servicers and Federal Loan Servicers
(Continued)
21. Do you want this Destination Point Administrator (DPA) to have access to COD Online Services? (Note:
Paper enrollment for this service is not available. You must enroll online at
https://fsawebenroll.ed.gov.) (Available for FLS only)


Yes



No, go to Step Three.

A. If yes, for which organization?
Name of Federal Loan Servicer________________________________________
Federal Loan Servicers Code____________
If you are adding this service to an existing Destination Point, provide the TG Number: _____________
B. What is the role of the new user?


View and Credit Check



View Only



View/Update



View/Update and Credit Check



Third-Party Admin

Go to Step Three

Office Use Only
Customer Number___________________
TG Number________________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 27

Step Two
Section 3: Services for FFELP Lenders and Lender Servicers
22. Do you want this Destination Point (TG Number/Mailbox) to send/receive data from the quarterly Lender Reporting
System (LaRS)?


 No, go to Item 23

Yes

Check if address is same as in Item 4.

TG _________________

23. Do you want this Destination Point Administrator (DPA) to have access to NSLDS Online? (Note: Paper
enrollment for this service is not available. You must enroll online at https://fsawebenroll.ed.gov.)


Yes

 No, go to Item 24

A. If you want this DPA to provide online updates to any of the following NSLDS information, indicate below
which NSLDS information you want this DPA to access. (NSLDS will send the DPA a separate ID and
password.)
 Default Services (automatically given to users)
If you are a FFEL Program Lender, what is your Lender ID number? ____________________________
B. Indicate your job functions: (check all that apply):
 Uses NSLDS for Title IV, HEA functions only
 Consolidating Lender
 Authorized Activity Loan Holder
 Enrollment
 Accuracy
 Deferments
 Default Rate
 Income Based Repayment
 Other ________________________________________________________________
Office Use Only
Customer Number___________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

TG Number________________________
Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 28

Step Two
Section 3: Services for FFELP Lenders and Lender Servicers (Continued)
24. Do you want this Destination Point (TG Number/Mailbox) to submit and receive any of the following NSLDS batch
files?


 No, go to Item 25

Yes

Check if address is same as in Item 4.
If the mailing address is different from Item 4, provide the following address information:
Business address______________________________________________________________________
City______________________________________State____________________Zip________________

B. SAIG mailbox TG_______

Effective Date ______/______/_____

25. Do you want this Destination Point Administrator (DPA) to have access to COD Online Services for IBR/Pay As
You Earn/ICR E-application? (Note: Paper enrollment for this service is not available. You must enroll online
at https://fsawebenroll.ed.gov.)


Yes



No, go to Item 26

A. If yes, for which Lender/Servicer?
Name of Lender/Servicer_______________________________________________________________
Lender/Servicer Code__________________________________________________________________
If you are adding this service to an existing Destination Point, provide the TG Number: _____________
B. What is the role of the new user?


View Only

Office Use Only
Customer Number___________________
TG Number________________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 29

Step Two
Section 3: Services for FFELP Lenders and Lender Servicers (Continued)

26. Do you want this Destination Point (TG Number/Mailbox) to send and receive batch files for Total and Permanent
Disability (TPD)? (Note: Paper enrollment for this service is not available. You must enroll online at
https://fsawebenroll.ed.gov.)


Yes

 No, go to Step Three

B. SAIG mailbox TG_______

Effective Date ______/______/_____

Go to Step Three

Office Use Only
Customer Number___________________
TG Number________________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Page 30

Step Three: Responsibilities of the Primary and Non-Primary Destination Point
Administrators
Each Destination Point Administrator (DPA) must read, sign, and submit this statement (with original signatures) and must
keep a copy for the organization’s records.
1.

Responsibilities of the Primary DPA and the Non-Primary DPA:


Must ensure that SAIG computing resources are used only for official organization business.



Must ensure that a substantially established relationship with the applicant is in place (e.g., the applicant has applied for
admission to the institution, the applicant has included the institution on the FAFSA, the Lender holds a loan for the
borrower, or the applicant applied for a loan with the Lender) before accessing Federal Student Aid systems to obtain
privacy protected information about the student.



Only the DPA listed in Step One, Item 4, page 15 and referenced in Item 13, page 21; Item 20, page 26; Item 23, page 28
is permitted to use the National Student Loan Data System (NSLDS).



Must use software provided by the Department to monitor SAIG mailbox activity. This software will keep track of who
is using the Destination Point (TG Number/Mailbox), what information is being accessed, the date and time of access,
and the batch number (if applicable).



By applying for access to Federal Student Aid systems, must consent to monitoring, recording, and auditing, and
acknowledge that information gained in this manner may be disclosed by the Department to an appropriate third-party
(e.g., law enforcement personnel).



Must ensure that all Federal Student Aid applicant information is protected from access by or disclosure to unauthorized
personnel. In the event of an unauthorized disclosure or breach of applicant information or other sensitive information
(such as personally identifiable information), the DPA must immediately notify Federal Student Aid at
[email protected].



Must ensure that password sharing, the sharing of system access, and the use of any tools that allow access to the SAIG
are strictly prohibited. (These tools are called “authenticators.”)



Must ensure that access is provided only to systems, networks, data, control information, and software for which the
DPA is authorized.



Must ensure that procedures for sanitizing stored information are followed (e.g., overwriting electronic media that
contain sensitive information before reuse).



The Non-Primary DPA must inform the organization’s Primary DPA when access to a Federal Student Aid system is no
longer required (i.e. the individual is leaving a position or his or her job responsibilities have changed).

2. Additional Requirements of the Primary DPA:


Must ensure that all users are aware of and are in compliance with all of the requirements to protect and secure data from
Departmental sources using SAIG.



Must maintain copies of all SAIG enrollment documents submitted to the Department, including the signed
“Responsibilities of the Primary and Non-Primary Destination Point Administrators” form for all DPA’s and the
certification signed by the organization’s CEO/President/Chief Officer or Designee.



Must maintain a signed Federal Student Aid User of Electronic Services Statement (see Attachment B) for anyone who is
enrolled in Electronic Services (FAA Access to CPS Online or EDconnect).



At least on an annual basis, must validate all DPA and user access rights for the Organization.



At least on an annual basis, must monitor the organization’s NSLDS user access by creating reports using the NSLDS
Web site.



Must ensure that the organization has a process to inform the Primary DPA of any changes in a user’s need for access to
Federal Student Aid systems because of changes to job responsibilities or termination of employment. The Primary
DPA must immediately deactivate or delete user access rights for organization employees who no longer require access.

OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

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Step Three: Responsibilities of the Primary and Non-Primary Destination Point
Administrators (Continued)
3.

Agreements
The Primary DPA and/or the Non-Primary DPA agree(s) and understand(s) that intentional submission of false or misleading
information to the U.S. Department of Education is subject to a fine of up to $10,000, imprisonment for up to five years, or
both, under provisions of the United States Criminal Code (including 18 U.S.C. 1001). The Primary DPA and/or the NonPrimary DPA also agree(s) to comply with all provisions of Section 483 of the Higher Education Act of 1965, as amended.

Privacy Act Statement
We use the information that you provide on this form to enroll your organization and its users for services with Federal
Student Aid systems.
AUTHORITY FOR MAINTENANCE OF THE SYSTEM AND DISCLOSURE OF SOCIAL SECURITY
NUMBERS:
Title IV of the Higher Education Act of 1965, as amended (HEA); 20 U.S.C. 1070 et seq.: Section 31 U.S.C. 7701: and
Executive Order 9397 (November 23, 1943), as amended by Executive Order 13478 (November 18, 2008) authorize the
collection of Social Security numbers of users of this system. The Social Security number is voluntary in order to identify
individuals for Federal purposes, but you will not be provided with access to or use of the system if you do not provide a
Social Security number.
PURPOSE(S):
The information in this system entitled “Student Aid Internet Gateway (SAIG), Participation Management system” (18-1110) is maintained for the purposes of: (1) Processing stored data from the SAIG Enrollment Forms (Web and paper
versions); (2) maintaining the SAIG Enrollment Web site (titled FSAWebEnroll.ed.gov); (3) managing the assignment of
individual electronic SAIG mailbox numbers, known as ‘‘TG numbers’’; and (4) authenticating users of the CPS Online,
eCB System, NSLDS Online, COD system, FMS, DMCS, Federal Loan Servicers, and Access and Identity Management
System (AIMS).
ROUTINE USES OF RECORDS MAINTAINED IN THE SYSTEM, INCLUDING CATEGORIES OF USERS AND
THE PURPOSES OF SUCH USES:
The Department may disclose information contained in a record in this system of records under the routine uses listed in the
system of records notice, which was published on April 19, 2010 (75 Fed. Reg. 20346-20350)
http://edocket.access.gpo.gov/2010/2010-8959.htm without the consent of the individual if the disclosure is compatible with
the purposes for which the record was collected. These disclosures may be made on a case-by-case basis or, if the
Department has complied with the computer matching requirements of the Privacy Act of 1974, as amended (Privacy Act),
under a computer matching agreement.
(1) Program Disclosures. The Department may disclose records maintained in the SAIG, Participation Management
System for the purpose of allowing authorized users who are eligible to participate in the electronic exchange of data with the
Department to transmit files to and from the following Department systems and access the Department's Web sites online,
based on the approved program functions of each of the Department's systems that include, but are not limited to the
following:
(a) COD System;
(b) CPS, under the Federal Student Aid Application File system of records notice;
(c) eCB System;
(d) NSLDS;
(e) FMS;
(f) DMCS, under the Common Services for Borrowers (CSB) system of records notice;
(g) Federal Loan Servicers; and
(h) AIMS.
(2) Freedom of Information Act (FOIA) Advice or Privacy Act Disclosure. The Department may disclose records to the
Department of Justice (DOJ) and the Office of Management and Budget (OMB) if the Department seeks advice regarding
whether records maintained in the system of records are required to be released under the FOIA or the Privacy Act of 1974.

OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

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Step Three: Responsibilities of the Primary and Non-Primary Destination Point
Administrators (Continued)
(3) Disclosure to the DOJ. The Department may disclose records to the DOJ to the extent necessary for obtaining DOJ
advice on any matter relevant to an audit, inspection, or other inquiry related to the programs covered by this system.
(4) Contract Disclosure. If the Department contracts with an entity for the purposes of performing any function that
requires disclosure of records in this system to employees of the contractor, the Department may disclose the records to those
employees. Before entering into such a contract, the Department shall require the contractor to maintain Privacy Act
safeguards as required under 5 U.S.C. 552a(m) with respect to the records in the system.
(5) Litigation and Alternative Dispute Resolution (ADR) Disclosures. In the event of specified litigation or ADR, if the
Department determines that disclosure of records to the DOJ, or attorneys engaged by DOJ, an adjudicative body before
which the Department is authorized to appear, an individual or entity designated by the Department or otherwise empowered
to resolve or mediate disputes, a party, counsel, representative or witness in an administrative proceeding is relevant and
necessary to the litigation, the Department may disclose those records as a routine use to any of the foregoing individuals or
entities.
(6) Research Disclosure. The Department may disclose records to a researcher if an appropriate official of the Department
determines that the individual or organization to which the disclosure would be made is qualified to carry out specific
research related to functions or purposes of this system of records. The official may disclose records from this system of
records to that researcher solely for the purpose of carrying out that research related to the functions or purposes of this
system of records. The researcher shall be required to maintain Privacy Act safeguards with respect to the disclosed records.
(7) Congressional Member Disclosure. The Department may disclose information to a member of Congress from the
record of an individual in response to an inquiry from the member made at the written request of that individual. The
Member’s right to the information is no greater than the right of the individual who requested it.
(8) Disclosure for Use by Law Enforcement Agencies. The Department may disclose information to any Federal, State,
local or other agencies responsible for enforcing, investigating, or prosecuting violations of administrative, civil, or criminal
law or regulation if that information is relevant to any enforcement, regulatory, investigative or prosecutorial responsibility
within the entity’s jurisdiction.
(9) Enforcement Disclosure. In the event that information in this system of records indicates, either on its face or in
connection with other information, a violation or potential violation of any applicable statute, regulation, or order of a
competent authority, the Department may disclose the relevant records to the appropriate organization, whether foreign,
Federal, State, tribal, or local, charged with the responsibility of investigating or prosecuting that violation or charged with
enforcing or implementing the statute, Executive Order, rule, regulation, or order issued pursuant thereto.
(10) Employment, Benefit, and Contracting Disclosure. The Department may disclose records to a Federal, State, or local
organization maintaining civil, criminal, or other relevant enforcement or other pertinent records, or to another public
authority or professional organization, if necessary to obtain information relevant to a Departmental or receiving entity’s
decision concerning the hiring or retention of an employee or other personnel action, the issuance of a security clearance, the
letting of a contract, or the issuance of a license, grant, or other benefit.
(11) Employee Grievance, Complaint or Conduct Disclosure. The Department may disclose records to another agency of
the Federal Government if the record is relevant to one of the following proceedings regarding a present or former employee
of the Department: complaint, grievance, discipline or competence determination proceedings. The disclosure may only be
made during the course of the proceeding.
(12) Labor Organization Disclosure. The Department may disclose records to an arbitrator to resolve disputes under a
negotiated grievance procedure or to officials of labor organizations recognized under 5 U.S.C. chapter 71 when relevant and
necessary to their duties of exclusive representation.
(13) Disclosure in the Course of Responding to a Breach of Data. The Department may disclose records to appropriate
agencies, entities, and persons when (a) the Department suspects or has confirmed that the security or confidentiality of
information in this system has been compromised; (b) the Department has determined that as a result of the suspected or
confirmed compromise, there is a risk of harm to economic or property interests, identity theft or fraud or harm to the
security or integrity of the system or other systems or programs (whether maintained by the Department or another agency or
entity) that rely upon the compromised information; and (c) the disclosure made to such agencies, entities, or other persons is
reasonably necessary to assist in connection with the Department’s efforts to respond to the suspected or confirmed
compromise and prevent, minimize, or remedy such harm.
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

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Page 33

Step Three: Responsibilities of the Primary and Non-Primary Destination Point
Administrators (Continued)
PRIMARY AND NON-PRIMARY DPA RESPONSIBILITIES:
The information provided to the Primary and Non-Primary DPA by the U.S. Department of Education is protected by the
Privacy Act of 1974, as amended. Protecting this information, once it is entrusted to the Primary and Non-Primary DPA,
becomes his or her responsibility. Therefore, the Primary and Non-Primary DPA agree to protect the privacy of all
information that has been provided by the U.S. Department of Education. The Primary and Non-Primary DPA understand
that any person, including himself or herself, who knowingly and willfully requests or obtains any record concerning an
individual from an organization under false pretenses shall be guilty of a misdemeanor and is subject to a fine of up to $5,000
(5 U.S.C. 552a(i)(3)). I certify that I have read these responsibilities, understand them, and will protect all data obtained
through or provided to U.S. Department of Education systems.
Without the information provided on the SAIG enrollment form, a DPA or the Participating entity would be denied access to
electronically transmit reports and data via the SAIG and would be denied access to all Web sites affiliated with this
agreement as appropriate. Signature below affirms that you have read these Responsibilities and agree to abide by them.

Non-Primary Destination Point Administrator’s Name _______________________________________________________
(Printed name)

Signature _____________________________________________________ Date _________________________________
(Must match name in Item 4 - original signature must be submitted)

Primary Destination Point Administrator’s Name __________________________________________________________
(Printed name)

Signature __________________________________________________________________________________________

Sign and send this form as instructed
in Submitting Enrollment Form and Signature Pages

Go to Step Four

Office Use Only
Customer Number_______________
TG Number____________________
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

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Page 34

Step Four: Certification of the President/CEO or Designee
Part A. Designation of Authorizing Official
If you as the President or CEO wish to designate someone other than yourself to sign SAIG Enrollment forms, you
may do so by completing and signing Box 1, and having your designee complete and sign Box 2.
I hereby designate _____________________________ Title ________________, to be my responsible authorizing
official for all future Federal Student Aid System Enrollment forms. All related responsibilities of the President/CEO
shall be carried out by this Designee. I agree to assume the responsibility for such actions associated with this and
future enrollment agreements. This designation is effective as of the date signed below. Note: Authorized Official
name and signature must match information on file with ED
Box 1

President/CEO __________________________________________________________________
(Printed name of President/CEO)

Title __________________________________________________
(Printed title)

Signature ______________________________________________

Date __________________________________

(Original signature must be submitted)

Part B. Responsibilities of the President/CEO or Designee.
As the President/CEO or Designee, I certify that:
 I will immediately notify CPS/SAIG Technical Support, by e-mail at [email protected] or call 1-800-330-5947
when any person no longer serves as a designated authorizing official, Primary DPA or Non-Primary DPA.
 I will not permit unauthorized use or sharing of SAIG passwords or codes that have been issued to anyone at my
organization.
 Each person who is a SAIG DPA for my organization has read, understood, and signed a copy of “Step Three:
Responsibilities of the Primary and Non-Primary DPA”.
 Each person who is a SAIG DPA for my organization has made a copy of the signed Step Three document for his
or her own files and a copy is maintained at my organization.
 My organization has provided security due diligence and verifies that administrative, operational, and technical
security controls are in place and are operating as intended. Additionally, my organization verifies that it performs
appropriate due diligence to ensure that, at a minimum, any employee who has access to Federal Student Aid
(FSA) ISIR data meets applicable state security requirements for personnel handling sensitive personally
identifiable information.
 I have signed this certification below and sent the original to the Department. I have retained a copy of this
certification at the organization. My signature below affirms that I have read these responsibilities and agree to
abide by them. Note: Authorized Official name and signature must match information on file with ED
Box 2

Authorized Official__________________________________ Title _____________________________________________
(Printed name of Authorized Official)

(Printed title)

Signature __________________________________________ Date _____________________________________________
(Original signature must be submitted)

Name of School or Agency __________________________________________________________________

If you are a third-party servicer, acting on behalf of another organization, you must read and sign this certification.
Note: The Authorized Official of the organization you represent must also sign Box 2, above.
Box 3

Authorized Official__________________________________ Title _____________________________________________
(Printed name of Authorized Official)

(Printed title)

Signature _______________________________________________ Date ________________________________________
(Original signature must be submitted)

Name of Third-Party Servicer_____________________________________________________________________________

Sign and send this form as instructed
in Submitting Enrollment Form and Signature Pages
U.S. Department of Education:
Received on behalf of the U.S. Department of Education: _________________
Date
OMB NO: 1845-0002
Expiration Date: 1/31/2017
Effective Date: January 2014

Office Use Only
Customer Number______________
TG Number___________________
Page 35

Postsecondary Institution/FFELP Guaranty Agency/FLS/FFELP Lender Form

Attachment A: Glossary
Account Maintenance Fee (AMF). AMF is the annual amount of money paid based on a percentage of the original
principal balance of guaranteed loans outstanding during a fiscal year. The AMF back-up detail provides
the loan information used in the calculation.
Annual Reasonability. NSLDS Annual Reasonability is designed to compare the loan-level detail reported to
NSLDS and the aggregated loan data reported on the Guaranty Agency Financial Report (GAFR). In order
to accurately account for the loan-level detail on NSLDS, NSLDS performs two types of calculations on
the NSLDS database: Quarterly Calculations and Yearly Calculations.
Award Year. July 1 of one year through June 30 of the next year. For the Grant Services (Pell Grant, Iraq and
Afghanistan Service Grant, and TEACH Grant), and the eCB programs systems, eligible students are paid
out of funds designated for a particular award year.
Central Processing System (CPS). The CPS manages the application and eligibility determination portion of the
federal student aid process. It gathers information from applicants via the Free Application for Federal
Student Aid (FAFSA), applies computerized edits and calculations to determine the student’s eligibility,
and communicates the results to the students, schools, state agencies, third-party servicers, and other
federal computer systems.
Common Origination and Disbursement (COD). COD is a streamlined method for processing Federal Grant
Services (Pell Grant, Iraq and Afghanistan Service Grant, and TEACH Grant) and Federal Direct Loan
data.
Debt Management and Collections System (DMCS). The DMCS houses all default debt held by the Department of
Education. This includes, but is not limited to, FFELP loans assigned from GAs; Program Overpayments,
and Perkins loans assigned from schools; and all Direct Loan program defaults. The system allows ED to
place accounts with Private Collections Agencies (PCA) who do the actual collection activities. The
system tracks all debts, interest accruals, and payments at the loan level and can associate all loans to a
specific borrower. The system also interfaces with other government agencies such as the U.S. Department
of the Treasury for the Treasury Offset Program (TOP), Health and Human Services for the National
Directory of New Hires (NDNH) information. The system also sends out bills and correspondence as
needed.
Designated Entities. An entity that the U.S. Secretary of Education has designated as eligible to receive FAFSA
Filing Status Information from an Agency and that has an Established Relationship with the student. A
Designated Entity is not permitted to re-disclose FAFSA Filing Status Information.
Destination Point. An organization enrolled in the SAIG that uses an electronic mailbox to send and receive
financial aid data using the SAIG. Every Destination Point is administered by a Primary or a Non-Primary
Destination Point Administrator (DPA) and has an electronic mailbox number that begins with the letters
“TG.”

OMB NO: 1845-0002
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Destination Point Administrator (DPA). An individual representing an organization involved in the administration
of Title IV, HEA student financial aid programs (such as a postsecondary institution, FFELP Lender,
FFELP GA or third-party servicer) that is enrolled in the SAIG and assigned a Destination Point (TG
Number/Mailbox). To enroll as a DPA, an organization’s representative must complete and submit for
processing the SAIG Enrollment Form to participate in the U.S. Department of Education’s Student Aid
Internet Gateway. The DPA is responsible for the SAIG users’ access to Federal Student Aid systems, to
ensure the data provided by these systems is protected according to the Privacy Act of 1974, as amended,
as well as, to ensure users do not inappropriately access records that are not associated with their
organization. Note: The Primary DPA is responsible for enrolling additional Non-Primary DPAs for
specific SAIG services. Non-Primary DPAs are not allowed to make enrollment changes. An organization
may only have one Primary DPA, but may have many Non-Primary DPAs.
EDconnect. ED’s telecommunications software that allows PC Windows users to send and receive data through the
SAIG.
EDExpress. A software product provided by ED that allows institutions to enter, edit and manage origination and
disbursement records to report Title IV, HEA student financial aid application, grant, and Direct Loan data,
using EDconnect to transmit data over SAIG. This software also has functions that institutions can use to
package financial aid awards.
electronic Campus-Based (eCB) programs. The Federal Perkins Loan, Federal Work-Study (FWS), and Federal
Supplemental Educational Opportunity Grant (FSEOG) programs are collectively referred to as the eCB
programs systems because the funds for these programs are awarded directly to the school for awarding and
administration.
electronic Cohort Default Rate (eCDR). A measure of the percentage of a school's student borrowers who have
defaulted on their federal student loans.
Electronic Services. Primary Destination Point Administrators (Primary DPAs) and their Secondary Destination
Point Administrators (Secondary DPAs) for their organization may enroll users for FAA Access to CPS
Online or EDconnect Entitlement Access. An FSA User ID and password are required to log in to both
systems.
Electronic Services Users. Electronic Services users are enrolled for FAA Access to CPS Online or EDconnect by
the Primary DPA. These users are associated with the Primary Destination Point and do not require
individually assigned mailboxes to assess FAA Access or EDconnect. They must read and sign a Federal
Student Aid User of Electronic Services Statement that the Primary DPA must maintain.
Enrollment Reporting (formerly SSCR). Report completed by schools or their servicers and used in the
administration of the Federal Family Education Loan Program (FFELP) and the Direct Loan Program to
track the enrollment status of borrowers.
FAA Access to CPS Online. A Web tool that financial aid administrators use to enter application data, view student
information, and make corrections to students’ processed information. It is located at
https://faaaccess.ed.gov. An FSA User ID is required to access student information.
Federal Direct Loan (Direct Loan) Program. A federal program in which the U.S. government (not a commercial
Lender) provides four types of education loans to student and parent borrowers directly through schools:
Federal Direct Subsidized Loan, Federal Direct Unsubsidized Loan, Federal Direct PLUS Loan, and the
Federal Direct Consolidation Loan. These loans are referred to collectively as Direct Loans. (The same
types of loans are available through FFELP, but in that program, commercial Lenders provide the funds to
eligible students.)
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Federal Family Education Loan Program (FFELP). A federal loan program under which commercial Lenders
provided education loans to student and parent borrowers. The program offered four types of loans:
Federal Subsidized Stafford Loan, Federal Unsubsidized Stafford Loan, Federal PLUS Loan and the
Federal Consolidation Loan. All of these were long-term loans insured by state or private nonprofit GAs
that are reimbursed by the federal government for all or part of any insurance claims paid to lenders. This
guarantee replaced the collateral or security usually required with long-term consumer loans. As of June
30, 2010, no new loans can be made under the FFELP Program. (The same types of loans are available
through the Federal Direct Loan Program, but in that program, the U.S government provides the funds
directly through schools.)
Federal Loan Servicer (Title IV Additional Servicer [TIVAS] or Not-For-Profit [NFP] & Federal Perkins
Servicer). An entity that services Title IV, HEA loans owned by ED. These loans include, but are not
limited to, William D. Ford Federal Direct Loan (Direct Loan) Program loans and Federal Family
Education Loan Program (FFELP) Purchased Loans, more simply referred to as federally-owned loans.
Current listings of the Department's federal loan servicers, including each servicer's contact information,
are available at the Loan Servicing Centers for Schools and Loan Servicer Centers for Students pages on
the Information for Financial Aid Professionals (IFAP) Web site (http://ifap.ed.gov).
Federal Pell Grant (Pell Grant) Program. A federal grant program for undergraduate students with financial need.
Federal School Code (FSC). The Federal School Code is a unique six-character code assigned by the U.S.
Department of Education to schools participating in Title IV, HEA federal student aid programs. Students
enter the codes on their FAFSA to indicate which schools should receive their ISIRs. The Central
Processing System uses the Federal School Code to identify the school.
Federal Student Aid (FSA). The 1998 Reauthorization of the Higher Education Act (HEA) established a
performance-based organization to administer the Federal Student Aid programs at the U.S. Department of
Education. These programs include the Federal Pell Grant program, the Iraq and Afghanistan Service
Grant program, the TEACH Grant program, the Federal Supplemental Educational Opportunity Grant
program, the Federal Direct Loan program, the Direct PLUS Loan program, the Federal Work-Study
program, and the Federal Perkins Loan program
FFELP Lender. A Lender is a commercial entity, such as a bank or credit union, which participates in the FFELP
program and provides capital for student loans.
FFELP Lender Servicer. A Lender Servicer is an outside organization that contracts with a Lender manage FFELP
loans for the Lender.
Financial Management System (FMS). Federal Student Aid's FMS is a centralized system for all FSA financial
transactions. It allows Financial Partner users to collect, process, maintain, transmit, and report data about
financial events. FMS also provides functionality to support financial planning and budgeting activities,
accumulate and report cost information, and the preparation of financial statements.
Fiscal Operations Report and Application to Participate (FISAP). The annual report institutions file to report on
their use of eCB program funds for the most recently completed award year and to apply for new funds for
an upcoming award year.

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Free Application for Federal Student Aid (FAFSA). The application that the student must file to apply for aid from
any Title IV, HEA program, including Direct Loan and PLUS Loan programs. Students can apply online
by using FAFSA on the Web (http://fafsa.ed.gov). The FAFSA is also printed and distributed free of
charge by the U.S. Department of Education.
Gainful Employment (GE) Notification. NSLDS enables schools to request Gainful Employment Debt Measures
back-up data via the NSLDS FAP reporting function. The files are delivered directly to the SAIG TG
Mailbox for the school user associated with the NSLDS user id which requested the information.
Gainful Employment (GE) Reporting. Final regulations published in the Federal Register on October 29, 2010,
require institutions to report certain information about students who enrolled in Title IV, HEA eligible
educational programs that lead to gainful employment in a recognized occupation (GE programs).
Institutions submit data to the NSLDS.
Guaranty Agency (GA). An organization authorized by the U.S. Department of Education to administer the federal
guarantee that loans made under the Federal Family Education Loan Program (FFELP) will be repaid.
Guaranty Agency Financial Reporting (GAFR). The GAFR service allows GAs the option to send financial
reporting information to Federal Student Aid’s FMS using their SAIG mailbox.
GA Servicers. A GA Servicer is an outside organization that contracts with a GA to handle the exchange of Title
IV, HEA data between the GA and the Department of Education.
Institutional Student Information Record (ISIR). The term ISIR refers to all processed student information records
that are sent electronically to institutions by the CPS. The ISIR contains all information reported on the
Free Application for Federal Student Aid (FAFSA), key processing results, and NSLDS financial aid
history information.
Income-Based Repayment (IBR) Plan. The IBR plan is a repayment plan with monthly payments that are limited to
15 percent of a borrower’s discretionary income divided by 12. Discretionary income for this plan is the
difference between the adjusted gross income (AGI) and 150 percent of the poverty guideline amount for
the borrower’s state of residence and family size. To initially qualify for IBR and to continue making
income-based payments under this plan, the borrower must have a partial financial hardship (See Partial
Financial Hardship).
Income-Contingent Repayment (ICR) Plan. The ICR plan is a repayment plan with monthly payments that are the
lesser of (1) what a borrower would pay on a 12-year standard repayment plan multiplied by an income
percentage factor or (2) 20 percent of a borrower’s discretionary income divided by 12. Discretionary
income for this plan is the difference between the borrower’s adjusted gross income (AGI) and the poverty
guideline amount for the borrower’s state of residence and family size.
Iraq and Afghanistan Service Grant Program. Beginning with the 2010-2011 Award Year, an eligible student
whose parent or guardian died as a result of U.S. military service in Iraq or Afghanistan after September 11,
2001, may receive increased amounts of Title IV, HEA student financial assistance. Such students are
eligible for increased aid under these provisions if the student was 23 years of age or younger when the
parent or guardian died or, if the student was over age 23, he or she was enrolled at an institution of higher
education at the time of the parent or guardian’s death.

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IRS Skip Trace. The Treasury Address Request (TAR) Program, referred to as the IRS Skip Trace Process,
generates requests to the Internal Revenue Service (IRS) to provide address information on defaulted
borrowers. Selected borrower records on the DMCS are merged with similar records received from
guarantors into a skip trace address request file to be sent to the IRS. The IRS will return an address for the
borrowers matched, and these addresses will either be entered into the DMCS or forwarded to the
requesting entity.
ISIR Datamart Request. This is a function of FAA Access to CPS Online that Destination Point Administrators
(DPAs) can use to request ISIRs from the CPS.
Lender Reporting System (LaRS). The LaRS allows Lender institutions or their servicers the option to send/receive
financial reporting information to Federal Student Aid’s FMS using their SAIG mailbox.
Mandatory Assignment (MA). GAs assign defaulted FFELP loans that meet specific criteria to the Department.
The data is loaded to the DMCS where it is used to collect monies from defaulted borrowers or otherwise
resolve their accounts.
National Directory of New Hires (NDNH). NDNH is the Department of Health and Human Services (HHS), Office
of Child Support Enforcements’ database utilized by the Department of Education (ED) through a
computer matching agreement between ED and HHS to obtain address and employment information on
defaulted borrowers. The NDNH database maintains some of the most comprehensive address and
employment information on individuals throughout the United States.
National Student Loan Data System (NSLDS). A national database of student loan-level information and selected
grant recipient data for loans and grants disbursed under the Title IV, HEA programs.
New Borrower for Pay As You Earn Plan. A borrower is a new borrower for the Pay As You Earn plan if (1) the
borrower has no outstanding balance on a Direct Loan or FFEL Program loan as of October 1, 2007 or have
no outstanding balance on a Direct Loan or FFEL Program loan when the borrower obtains a new loan on
or after October 1, 2007, and (2) the borrower receives a disbursement of a Direct Subsidized Loan, Direct
Unsubsidized Loan, or student Direct PLUS Loan on or after October 1, 2011, or the borrower receives a
Direct Consolidation Loan based on an application received on or after October 1, 2011. However, a
borrower is not considered a new borrower if the Direct Consolidation Loan received repays loans that
would make the borrower ineligible under part (1) of this definition.
Non-Primary Destination Point Administrator (Non-Primary DPA). The Primary DPA is responsible for enrolling
additional Non-Primary DPAs for specific SAIG services assigned to their Destination Points (TG
Number/Mailboxes). Non-Primary DPAs are not allowed to make enrollment changes.
OPE ID. The OPE ID is an eight-digit number assigned by the U.S. Department of Education to schools
participating in Title IV, HEA programs.

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Partial Financial Hardship. A partial financial hardship is an eligibility requirement for the IBR and Pay As You
Earn plans.
• For IBR, a borrower have a partial financial hardship when the annual amount due on all of a
borrower’s eligible loans, or if the borrower is married and file a joint federal income tax return, the
annual amount due on all of the borrower’s eligible loans and the spouse’s eligible loans, exceeds 15
percent of the difference between the borrower’s adjusted gross income (AGI), as shown on the most
recently filed federal income tax return, and 150 percent of the annual poverty guideline amount for
the borrower’s family size and state of residence.
• For Pay As You Earn, a borrower have a partial financial hardship when the annual amount due on all
of the borrower’s eligible loans or, if the borrower is married and file a joint federal income tax return,
the annual amount due on all of the borrower’s eligible loans and the spouse’s eligible loans, exceeds
10 percent of the difference between the borrower’s adjusted gross income (AGI), as shown on the
most recently filed federal income tax return, and 150 percent of the annual poverty guideline amount
for the borrower’s family size and state of residence.
Pay As You Earn Plan. Pay As You Earn is a repayment plan with monthly payments that are limited to 10 percent
of a borrower’s discretionary income divided by 12. Discretionary income for this plan is the difference
between the borrower’s adjusted gross income (AGI) and 150 percent of the poverty guideline amount for
the borrower’s state of residence and family size. To initially qualify for the Pay As You Earn plan and to
continue to make income-based payments under this plan, the borrower must have a partial financial
hardship (See Partial Financial Hardship) and be a new borrower (See New Borrower).
Primary Destination Point Administrator (Primary DPA). An individual who has been appointed by the
organization as the responsible party for the enrollment of the organization’s additional Non-Primary DPAs
which result in the establishment of their SAIG Mailboxes and may include FAA Access Online users. The
Primary DPA is responsible for the SAIG users’ access to Federal Student Aid systems, to ensure the data
provided by these systems is protected according to the Privacy Act of 1974, as amended, as well as to
ensure users do not inappropriately access records that are not associated with their organization. Note:
The Primary DPA is responsible for enrolling additional Non-Primary DPAs for specific SAIG services
assigned to their Destination Points (TG Number/Mailboxes).
Return of Title IV Funds (R2T4). Return of Title IV Funds on the Web enables schools to calculate and manage the
treatment of funds when a student withdraws from Title IV federal student aid programs.
Electronic Services User. An individual allowed access to a Destination Point (TG Number/Mailbox) by the
assigned Destination Point Administrator (DPA). An Electronic Services user must read and sign a Federal
Student Aid User Statement that the Primary DPA must maintain (see Attachment B).
SAIG Mailbox. An electronic mailbox that is used to send and receive financial aid data using the SAIG. It is also
referred to as a Destination Point. (See Destination Point.)
Social Security Number (SSN). Number assigned to an individual by the Social Security Administration and used
as the identifying number for many federal purposes, including identifying student financial aid program
administrators and applicants participating in the Title IV, HEA programs.
Student Aid Internet Gateway (SAIG). The SAIG links thousands of Destination Points across the United States, its
territories, and certain ED-designated foreign countries to the Higher Education Act’s Title IV, HEA
student financial aid programs and delivery system. Organizations enroll individuals as DPAs in the SAIG.
DPAs are assigned Destination Points (electronic mailboxes) for receiving and transmitting data to various
Title IV, HEA Federal Student Aid systems such as NSLDS, CPS, and COD. (See Destination Point and
Destination Point Administrator.)

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Student Aid Report (SAR). The federal output document produced by the CPS containing information submitted by
the applicant on the FAFSA as well as CPS processing results. It is made available to the student online or
mailed by U.S. postal mail.
TDClient. ED’s telecommunications software that allows Mainframe/Midrange users to send and receive data
through the SAIG.
Teacher Education Assistance for College and Higher Education (TEACH) Grant Program. The College Cost
Reduction and Access Act (the CCRAA), Pub.L. 110-84, authorized the Teacher Education Assistance for
College and Higher Education (TEACH) Grant Program for implementation beginning with the 2008-2009
award year. The TEACH Grant Program provides up to $4,000 a year in grant assistance to a student who
agrees to serve for at least four years as a full-time teacher in a high-need field in a public or private
elementary or secondary school that serves students from low-income families. A TEACH Grant recipient
who does not complete the required teaching within a specified timeframe, or fails to meet certain other
requirements of the TEACH Grant Program, will be required to repay the TEACH Grant as a Direct
Unsubsidized Loan under the William D. Ford Federal Direct Loan (Direct Loan) Program.
TG Number or TG Number/Mailbox. A TG Number is the identifier for an electronic mailbox. It is a five-digit
alphanumeric number, preceded by “TG.”
Title IV, HEA student financial aid programs: Student assistance programs authorized by Title IV of the Higher
Education Act of 1965, as amended, (HEA).
Total and Permanent Disability (TPD). The TPD program was created to support the regulatory requirement to
track borrower claims for total and permanent disability discharge for three years. The regulations require
monitoring of income and loan status for a period of three years after certification of disability by a
physician. Borrowers determined to be ineligible after the three-year period will be returned to active
servicing status. However, if the borrower still meets the eligibility criteria at the end of this period, final
discharge of student loan is granted.
Transfer Student Monitoring (TSM). A function of the NSLDS that monitors student transfers from one school to
another. Following a student transfer, the new school sends identifying information about the student to
NSLDS and will then receive data updates that will allow the school to disburse and/or deliver aid to the
student.
Treasury Offset Program (TOP). The Treasury Offset Process refers defaulted borrower debts to the U.S.
Department of Treasury with the ultimate objective of collecting past due accounts by means of offset of
federal and/or state funds due the borrower, such as tax refunds.
U.S. Department of Education (ED, Department). The federal agency responsible for the administration of Title
IV, HEA Federal Student Aid programs.

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Attachment B: Federal Student Aid User of Electronic Services Statement
Any individual who is not a Destination Point Administrator and who accesses Federal Student Aid systems and/or uses
resources that access FSA systems, whether by batch or online, must read and sign this statement. The original Federal Student
Aid User of Electronic Services Statement must be maintained by the Organization. The user should keep a copy of the signed
statement for his or her records.
The user understands that intentional submission of false or misleading information to the U.S. Department of Education is
subject to a fine up to $10,000, imprisonment for up to five years, or both, under provisions of the United States Criminal Code
(including 18 U.S.C. 1001). The user also agrees to comply with all provisions of Section 483 of the Higher Education Act of
1965, as amended.
The user understands that the information provided by the U.S. Department of Education is protected by the Privacy Act of
1974, as amended. Protecting this information, once it is entrusted to the user, becomes his or her responsibility. Therefore,
the user agrees to protect the privacy of all information provided to him or her by the U.S. Department of Education. The user
understands that any person, including himself or herself, who knowingly and willfully requests or obtains any record
concerning an individual from an organization under false pretenses, shall be guilty of a misdemeanor and is subject to a fine
of up to $5,000 (5 U.S.C. 552a(i)(3)).
Responsibilities of the Electronic Services User
Appropriate uses of Federal Student Aid systems by an Electronic Services User:
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Must use Electronic Services computing resources only for official government business.
Must ensure that a substantially established relationship with the applicant is in place (e.g., the applicant has applied for
admission to the institution, the applicant has included the institution on the FAFSA, or the lender holds a loan for the
borrower) before accessing Federal Student Aid systems to obtain privacy protected information about the student.
Must know the name of the Primary DPA and how to contact that individual.
Must protect all Federal Student Aid systems from access by or disclosure to unauthorized personnel.
Must report immediately to the Primary DPA any security incidents, potential threats, or vulnerabilities that involve
Electronic Services.
Must report to the Primary DPA any compromise, suspected compromises, or incidents of sharing of a password or any
other authenticator.
Must access only those systems, networks, data, control information, and software for which he or she is authorized.
Must ensure that all Electronic Services information is marked according to its sensitivity and is properly controlled and
stored.
Must inform the Organization’s Primary DPA the Electronic Services User no longer needs access to a Federal Student
Aid system (i.e., the individual is leaving his or her position or his or her job responsibilities have changed).
Must not add code that might be harmful to the SAIG or Electronic Services.

My signature below affirms that I have read this Statement and agree to abide by these rules.
TG#__________ Electronic Services User’s Name ____________________________________________________
(Print)

Electronic Services User’s Job Title ______________________________________ SSN_______________
Phone # (______) ___________________
Electronic Services User’s Signature ______________________________________ Date_______________
Primary DPA Signature ______________________________________________________ Date__________________
(This statement with an original signature must be maintained by the Primary DPA.)

Do Not Submit This User Statement to The Department of Education.
The Original Must Be Retained By The Organization

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Attachment C: Burden Statement
According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of
information unless it displays a valid OMB number. Public reporting burden for this collection of information is
estimated to average 40 minutes per initial paper application response, 20 minutes per initial web application
online, 15 minutes per updated response on paper, and 10 minutes per updated response online, including time for
reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing
and reviewing the collection of information. The obligation to respond to this collection is required to obtain or
retain a benefit. Send comments regarding the burden estimate or any other aspect of this collection of information,
including suggestions for reducing this burden, to the U.S. Department of Education, 400 Maryland Ave., SW,
Washington, DC 20210-4537 or email [email protected] and reference the OMB Control Number 1845-0002.

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File Type	application/pdf
File Title	Microsoft Word - 2014-2015_School_Lender_GA_Enrollment_Form_121913.docx
Author	ragesu
File Modified	2013-12-24
File Created	2013-12-19