Appendix PLAS Data File

Appendix PLAS Data File Layout July 2015.pdf

Federal Perkins/NDSL Loan Assignment Form

Appendix PLAS Data File

OMB: 1845-0048

Document [pdf]
Download: pdf | pdf
About	
  Data	
  File	
  Layouts	
  

Appendix	
  
	
  

About	
  Data	
  File	
  Layouts	
  
	
  
Before	
  you	
  can	
  upload	
  a	
  file	
  to	
  PLAS,	
  you	
  must	
  first	
  generate	
  a	
  pipe	
  delimited	
  text	
  file	
  that	
  contains:	
  
• Institutional	
  Certification	
  information	
  in	
  the	
  Header	
  Record.	
  	
  
• Borrower	
  and	
  loan	
  Information	
  for	
  each	
  assignment	
  in	
  the	
  Assignment	
  Record.	
  
• A	
  summation	
  of	
  key	
  fields	
  in	
  each	
  of	
  assignment	
  records	
  in	
  the	
  Trailer	
  Record.	
  
	
  
Each	
  field	
  in	
  a	
  pipe	
  delimited	
  data	
  file	
  has	
  a	
  maximum	
  length	
  that	
  cannot	
  be	
  exceeded	
  and	
  must	
  be	
  
separated	
  from	
  the	
  next	
  field	
  by	
  a	
  pipe	
  (|)	
  symbol.	
  	
  The	
  maximum	
  length,	
  along	
  with	
  other	
  information	
  about	
  
what	
  must	
  appear	
  in	
  each	
  field,	
  is	
  listed	
  in	
  the	
  File	
  Layout	
  table	
  in	
  this	
  appendix.	
  	
  
	
  
Once	
  a	
  day,	
  ECSI	
  runs	
  a	
  process	
  to	
  pick	
  up	
  all	
  batch	
  files	
  that	
  have	
  been	
  uploaded	
  to	
  PLAS.	
  	
  The	
  program	
  
unzips	
  the	
  data	
  and	
  image	
  files,	
  runs	
  a	
  pre-­‐load	
  validation,	
  and	
  informs	
  the	
  institutional	
  user	
  if	
  they	
  can	
  
validate	
  the	
  batch	
  file,	
  or	
  if	
  information	
  in	
  the	
  file	
  needs	
  to	
  be	
  corrected.	
  	
  	
  
	
  
Important!	
  	
  	
  	
  
You	
  must	
  use	
  the	
  following	
  format	
  when	
  naming	
  a	
  delimited	
  text	
  files	
  that	
  will	
  be	
  uploaded	
  into	
  PLAS:	
  	
  
ASSIGN-­‐OPEID-­‐YYYYMMDDHHMMSS.txt.	
  
	
  
Follow	
  the	
  rules	
  below	
  when	
  editing	
  data	
  in	
  a	
  delimited	
  text	
  file:	
  
	
  
• Allow	
  the	
  fields	
  to	
  wrap	
  without	
  pressing	
  Enter.	
  Pressing	
  Enter	
  will	
  cause	
  an	
  error	
  to	
  occur	
  when	
  PLAS	
  is	
  
processing	
  the	
  batch	
  file.	
  	
  	
  
	
  
• Do	
  not	
  use	
  dollar	
  signs	
  in	
  fields	
  containing	
  a	
  monetary	
  value.	
  	
  
	
  
• Include	
  a	
  decimal	
  point	
  to	
  indicate	
  the	
  cents	
  associated	
  with	
  an	
  amount.	
  	
  	
  
	
  
• Trim	
  the	
  leading	
  zeros	
  on	
  the	
  left	
  of	
  the	
  decimal	
  point	
  from	
  numeric	
  fields	
  and	
  leave	
  off	
  trailing	
  blanks	
  
from	
  text	
  fields.	
  	
  
	
  
•
	
  

Enter	
  a	
  second	
  pipe	
  to	
  indicate	
  that	
  a	
  field	
  is	
  empty	
  when	
  a	
  field	
  does	
  not	
  contain	
  any	
  data.	
  

	
  

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

Page	
  41	
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About	
  Data	
  File	
  Layouts	
  

About	
  the	
  Header	
  Record	
  
	
  
The	
  Header	
  Record	
  must	
  contain	
  the	
  information	
  that	
  appears	
  on	
  the	
  Institutional	
  Certification	
  Form.	
  	
  
This	
  information	
  must	
  appear	
  in	
  the	
  first	
  line	
  of	
  the	
  data	
  file,	
  separated	
  by	
  pipes,	
  as	
  shown	
  in	
  the	
  highlighted	
  
line,	
  below.	
  	
  
	
  
The	
  information	
  that	
  appears	
  in	
  each	
  field	
  is	
  displayed	
  in	
  the	
  Header	
  Record	
  Layout,	
  below.	
  	
  The	
  file	
  layout	
  
indicates	
  the	
  format	
  and	
  length	
  of	
  each	
  field.	
  	
  

	
  
Header	
  Record	
  Layout	
  	
  
	
  
The	
  following	
  table	
  indicates	
  how	
  each	
  of	
  the	
  header	
  record	
  fields	
  must	
  be	
  formatted	
  when	
  the	
  data	
  file	
  is	
  
uploaded	
  to	
  PLAS.	
  	
  	
  
	
  

Field

Required

Field Name

Data
Type

Length

1

2

Yes

Name of
Institution

ALPHA

60

Name of the Institution

Yes

OPEID

NUM

8

OPEID of the Institution named in
Field 1

Street
Address 1

ALPHANUM

35

Street address Line 1 of the
institution named in Field 1

3
Yes

Description

4

No

Street
Address 2

ALPHANUM

35

Street address line 2 of the
institution named in Field 1

5

Yes

City

ALPHA

25

City of the Institution named in
Field 1

6

Yes

State

ALPHA

2

Two letter abbreviations for the
state the institution in Field 1 is
located

7

Yes

ZIP Code

NUM

14

Mailing ZIP code of the Institution
named in Field 1

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Using	
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  Loan	
  Assignment	
  System	
  

About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

8

Yes

Name of
Authorized
Institutional
Official

ALPHANUM

50

Full name of authorized
institutional official for institution in
Field 1

9

Yes

Phone
Number

NUM

20

Telephone number for person in
Field 8

10

Yes

Title of
Authorized
Institutional
Official

ALPHA

30

Title of authorized official named in
Field 8

11

Yes

Alternate
Contact
Person

ALPHANUM

50

Alternate contact person at the
institution if the authorized official
in Field 8 is not available

12

Yes

Certification
Date

NUM

8

This is the date the loan transfers
from the school to the Department.
This date will be sent in the
following format:
“YYYYMMDD”

13

Yes

Number of
Individual
Forms
Received

NUM

4

This is the number of individual
loans on the manifest associated
with the institutional form
represented by this header. ECSI
will validate that the number of
individual forms match the number
given in this field. If the numbers
do not match, the file will be
rejected.

	
  
	
  

	
  

Using	
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About	
  Data	
  File	
  Layouts	
  

About	
  Assignment	
  Records	
  
	
  
Assignment	
  records	
  make	
  up	
  the	
  bulk	
  of	
  the	
  data	
  file.	
  Each	
  field	
  must	
  be	
  separated	
  by	
  a	
  pipe.	
  
	
  
The	
  information	
  that	
  should	
  appear	
  in	
  each	
  field	
  appears	
  in	
  the	
  Assignment	
  Record	
  Layout,	
  below.	
  The	
  file	
  
layout	
  also	
  indicates	
  the	
  format	
  and	
  length	
  of	
  each	
  field.	
  	
  	
  

	
  
Assignment	
  Record	
  Layout	
  	
  
	
  
The	
  following	
  table	
  indicates	
  how	
  each	
  of	
  the	
  assignment	
  record	
  fields	
  must	
  be	
  formatted	
  when	
  the	
  data	
  file	
  
is	
  uploaded	
  to	
  PLAS.	
  	
  	
  
	
  

Field

Required

Field Name

Data
Type

Length

1

Yes

Borrower Last
Name

ALPHA

20

The borrower’s last name for
whom the assignment is being
submitted

2

Yes

Borrower First
Name

ALPHA

12

The borrower’s first name for
whom the assignment is being
submitted

3

No

Borrower
Middle Initial

ALPHA

1

The borrower’s middle initial for
whom the assignment is being
submitted

4

Yes

Borrower SSN

NUM

9

The borrower’s Social Security
Number for whom the assignment
is being submitted

5

No

Borrower
Previous
Name

ALPHA

50

The borrower’s previous name.
This field is NOT required.

6

Yes

Borrower Date
of Birth

NUM

8

Date of birth of the borrower in the
following format: YYYYMMDD

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Description

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description
(Year, Month, Day)

7

Yes

Borrower Date
of Departure

NUM

8

Date the borrower left school.
Date will use the following format:
YYYYMMDD (Year, Month, Day)

8

Yes

Borrower
Current or
Last Known
Address
Status

ALPHA

1

The status of the borrower’s
address. This field will need to be
one of the following statuses:
A = Domestic
F = Foreign
M = Military

9

Yes

Borrower
Address Line
1

ALPHANUM

40

Address of the borrower named in
Field 1

10

No

Borrower
Address Line
2

ALPHANUM

40

Second address line of the
borrower named in Field 1 (field
not required)

11

Yes

Borrower
Telephone
Number

NUM

25

The telephone number for the
borrower listed in Field 1

12

Yes

Borrower
Address City

ALPHA

25

City of the borrower named in
Field 1

13

Yes

Borrower
Address State

ALPHA

2

2 letter abbreviation of the State
of the borrower named in Field 1

14

Yes

Borrower Zip
Code

NUM

11

The zip code of the borrower
named in Field 1

Using	
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About	
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  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

15

No

Borrower
Country Name
code

ALPHA

30

Current country name of the
borrower indicated in Field 1

16

Not required
unless
cosigner
present on
the loan

Cosigner Last
Name

ALPHA

20

Last name of the cosigner of the
loan.
Field is required if a cosigner is
present on the loan.

17

Not required
unless
cosigner
present on
the loan

Cosigner First
Name

ALPHA

12

First name of the cosigner of the
loan.
Field is required if a cosigner is
present on the loan.

18

Not required
unless
cosigner
present on
the loan

Cosigner
Middle Initial

ALPHA

1

Middle initial of the cosigner of the
loan.
Field is required if a cosigner is
present on the loan.

19

Not required
unless
cosigner
present on
the loan

Cosigner
Social Security
Number

NUM

9

Social Security Number of the
cosigner of the loan. This field is
required if a cosigner is present
on the loan.

20

Not required
unless
cosigner
present on
the loan

Cosigner
Address
Status

ALPHA

1

The status of the cosigner’s
address. This field will need to be
one of the following statuses:
A = Domestic
F = Foreign
M = Military
Field is required if a cosigner is
present on the loan.

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Description

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

21

Not required
unless
cosigner
present on
the loan

Cosigner
Address Line
1

Not required
unless
cosigner
present on
the loan

Cosigner
Address Line
2

23

Not required
unless
cosigner on
the loan

Cosigner
Phone
Number

24

Not required
unless
cosigner
present on
the loan

25

22

Data
Type

Length

ALPHANUM

40

Description

Address of the cosigner named
for the loan.

This field is required if a cosigner
is present on the loan.
ALPHANUM

40

Second address line of the
cosigner named for the loan.

Field is required if a cosigner is
present on the loan.
NUM

25

Phone number for the cosigner of
the loan. Field is required if a
cosigner is present on the loan.

Cosigner
Address City

ALPHA

25

City of the cosigner named for the
loan.
Field is required if a cosigner is
present on the loan.

Not required
unless
cosigner
present on
the loan

Cosigner
Address State

ALPHA

2

2 letter abbreviation of state of the
cosigner of the loan.
Field is required if a cosigner is
present on the loan.

26

Not required
unless
cosigner
present on
the loan

Cosigner Zip
Code

NUM

11

The zip code of the cosigner of
the loan.
Field is required if a cosigner is
present on the loan.

27

No

ALPHA

30

Country name of cosigner of the
loan.

Cosigner
Country Name

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About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

28

Yes

Date of First
Disbursement

NUM

8

The date the borrower received
the first disbursement on their
loan. Date will use the following
format: YYYYMMDD (Year,
Month, Day)

29

Yes

Type of Loan

ALPHA

1

The type of loan to be assigned.
Valid types are:
P = Perkins
I = National Direct Student
Loan
E = National Defense Student
Loan

30

Yes

Applicable
Interest Rate
on Loan

NUM

6

Percentage rate of the loan. This
value is entered as a percentage
(xx.xxx).

31

Yes

Date of Last
Disbursement

NUM

8

The date the last loan
disbursement was received. Date
will use the following format:
YYYYMMDD (Year, Month, Day).

32

No

Date of Last
Grace Period
Ended or Will
End

NUM

8

The Date the grace period on a
loan ended or will end. Date will
use the following format:
YYYYMMDD (Year, Month, Day)
This field is not required.

33

No

Date of
Default

NUM

8

The date the loan defaulted. Date
will use the following format:
YYYYMMDD (Year, Month, Day).
This field is not required.

34

35

Yes

Required if
loan is

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Loan
Accelerated
Status

NUM

Date Loan
was

NUM

1

1 = Loan not accelerated
2 = Loan accelerated

8

The Date the loan was
accelerated. Date will use the

Using	
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Field

36

Required

Field Name

accelerated

Accelerated

Yes

Data
Type

Length

Description
following format: YYYYMMDD
(Year, Month, Day)
This date is required if the loan
was accelerated.

Loan Litigation
Status

NUM

1

1 = Loan not litigated

Date Loan
was Litigated

NUM

8

The date the loan was litigated.
Date will use the following format:
YYYYMMDD (Year, Month, Day).
This date is required if the loan
was litigated.

Borrower
Repayment
Status

NUM

1

The following values are valid:
0 = not answered (loan in default)
1 = In school
2 = Grace
3 = Repayment
7 = Deferred
The following values are valid:
1 = Hardship
2 = Incarceration
3 = Unemployment
4 = Liquidation
5 = Refusal to Pay
6 = No Address
7 = Total and Permanent
Disability
8 = Other

2 = Loan litigated

37

Required if
loan was
litigated

38

Required if
loan status is
In School,
Grace,
Repayment
or Deferred

39

Yes

Reason the
Loan is being
Assigned

NUM

1

40

Required if
Field 39 is 8
(Other)

Assignment
Reason Memo

ALPHANUM

100

Required open field to give reason
for Status 8 in Field 39.

41

Yes

Disbursement
Amount

NUM

11

Dollar value for disbursement in
the following format 99999999.99.

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About	
  Data	
  File	
  Layouts	
  

Field

Required

42

Required if
there was an
adjustment to
principal
amount

43

Data
Type

Length

Principal
Amount
Adjustment

NUM

11

Dollar value for principal amount
adjusted in the following format
99999999.99

Required if
there was
principal
amount paid
to the loan

Principal
Amount
Repaid

NUM

11

Dollar value for principal amount
repaid in the following format
99999999.99

44

Required if
there was a
cancellation
to principal
amount

Principal
Amount
Cancelled

NUM

11

Dollar Value for Principal Amount
Cancelled in the following format
99999999.99

45

Yes

Principal
Amount
Outstanding

NUM

11

Dollar Value for Principal Amount
Outstanding in the following
format 99999999.99

46

Required if
there was a
collection
cost repaid
on the loan

Collection
Cost Repaid

NUM

11

Dollar Value for Collection Cost
Repaid in the following format
99999999.99

47

Required if
interest was
repaid on the
loan

Interest
Repaid

NUM

11

Dollar Value for Interest Repaid in
the following format 99999999.99

48

Required if
interest was
cancelled for
the loan

Interest
Cancelled

NUM

11

Dollar Value for Interest Cancelled
in the following format
99999999.99

49

Yes

Interest Due

NUM

11

Dollar Value for Interest Due in
the following format 99999999.99

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Field Name

Description

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Field

Required

Field Name

Data
Type

Length

50

Required if
there are
collection
cost/penalty
or late
charges for
the loan

51

52

Collection
Cost/Penalty
and Late
Charges

NUM

11

Dollar Value for Collection Costs/
Penalty and Late Charges in the
following format 99999999.99

Yes

Total Amount
Outstanding

NUM

11

Dollar Value for Total Amount
Outstanding in the following
format 99999999.99

Required if
there is a
cancellation
on the loan

Type of
Cancellation
(1 of 6
records)

ALPHA

3

The	
  following	
  values	
  are	
  valid	
  
when	
  defining	
  the	
  type	
  of	
  
cancellation:	
  

Important:
The data file
layout can
accommodate
up to six
cancellation
records for
each loan
assignment.

Description

BFS = Child, Family, Early
Intervention 15%
BGS = Child, Family, Early
Intervention 20%
BHS = Child, Family, Early
Intervention 30%
BFR = Firefighter 15%
BGR = Firefighter 20%
BHR = Firefighter 30%
BFH = Headstart 15%
BFL = Law 15%
BGL = Law 20%
BHL = Law 30%
BFI = Librarian 15%
BGI = Librarian 20%
BHI = Librarian 30%
BFM = Medical Technician 15%
BGM = Medical Technician 20%
BHM = Medical Technician 30%
BI = Military After 1972 12.5%
BFJ = Military After 2008 15%

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About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

BGJ = Military After 2008 20%
BHJ = Military After 2008 30%
BE = Military Before 1972 12.5%
BFN = Nursing 15%
BGN = Nursing 20%
BHN = Nursing 30%
BS = Pre-K/Childcare 15%
BFA = Public Defender 15%
BGA = Public Defender 20%
BHA = Public Defender 30%
BFE = Speech Language 15%
BGE = Speech Language 20%
BHE = Speech Language 30%
BF = Teacher After 1972 15%
BG = Teacher After 1972 20%
BH = Teacher After 1972 30%
BC = Teacher Before 1972 10%
BD = Teacher Before 1972 15%
BFU = University Faculty 15%
BGU = University Faculty 20%
BHU = University Faculty 30%
BFV = Various 25%
BGV = Various 20%
BHV = Various 30%
BFP = Volunteer 15%
BGP = Volunteer 20%

53

Required if
there is a
cancellation
on the loan

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  52	
  of	
  70	
  	
  

Cancellation
Percentage
Rate (1 of 6)

NUM

6

Percentage rate of Cancellation.
This value is entered as a
percentage (xx.xxx)

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  Federal	
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  Loan	
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About	
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  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

54

Required if
there is a
cancellation
on the loan

55

Principal
Cancelled (1
of 6)

NUM

8

Dollar Value of Principal
Cancelled. This amount should
match field 42

Required if
there is a
cancellation
on the loan

Interest
Cancelled (1
of 6)

NUM

8

Dollar Value of Interest Cancelled.
This amount should match field 46

56

Required if
there is a
cancellation
on the loan

Cancellation
Service Start
Date (1 of 6)

NUM

8

The date the cancellation began
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

57

Required if
there is a
cancellation
on the loan

Cancellation
Service End
Date (1 of 6)

NUM

8

The date the cancellation ended
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

58

Required if
there is a
second
cancellation
on the loan

Type of
Cancellation
(2 of 6)

ALPHA

3

The	
  following	
  values	
  are	
  valid	
  
when	
  defining	
  the	
  type	
  of	
  
cancellation:	
  

Important:
The data file
layout can
accommodate
up to six
cancellation
records for
each loan
assignment

Description

BFS = Child, Family, Early
Intervention 15%
BGS = Child, Family, Early
Intervention 20%
BHS = Child, Family, Early
Intervention 30%
BFR = Firefighter 15%
BGR = Firefighter 20%
BHR = Firefighter 30%
BFH = Headstart 15%
BFL = Law 15%
BGL = Law 20%
BHL = Law 30%
BFI = Librarian 15%
BGI = Librarian 20%

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  Perkins	
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About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

BHI = Librarian 30%
BFM = Medical Technician 15%
BGM = Medical Technician 20%
BHM = Medical Technician 30%
BI = Military After 1972 12.5%
BFJ = Military After 2008 15%
BGJ = Military After 2008 20%
BHJ = Military After 2008 30%
BE = Military Before 1972 12.5%
BFN = Nursing 15%
BGN = Nursing 20%
BHN = Nursing 30%
BS = Pre-K/Childcare 15%
BFA = Public Defender 15%
BGA = Public Defender 20%
BHA = Public Defender 30%
BFE = Speech Language 15%
BGE = Speech Language 20%
BHE = Speech Language 30%
BF = Teacher After 1972 15%
BG = Teacher After 1972 20%
BH = Teacher After 1972 30%
BC = Teacher Before 1972 10%
BD = Teacher Before 1972 15%
BFU = University Faculty 15%
BGU = University Faculty 20%
BHU = University Faculty 30%
BFV = Various 25%
BGV = Various 20%
BHV = Various 30%
BFP = Volunteer 15%

Page	
  54	
  of	
  70	
  	
  

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

BGP = Volunteer 20%

59

Required if
there is a
second
cancellation
on the loan

Cancellation
Percentage
Rate (2 of 6)

NUM

6

Percentage rate of Cancellation.
This value is entered as a
percentage (xx.xxx)

60

Required if
there is a
second
cancellation
on the loan

Principal
Cancelled (2
of 6)

NUM

8

Dollar Value of Principal
Cancelled. This amount should
match field 42

61

Required if
there is a
second
cancellation
on the loan

Interest
Cancelled (2
of 6)

NUM

8

Dollar Value of Interest Cancelled.
This amount should match field 46

62

Required if
there is a
second
cancellation
on the loan

Cancellation
Service Start
(2 of 6) Date

NUM

8

The date the cancellation began
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

63

Required if
there is a
second
cancellation
on the loan

Cancellation
Service End
Date (2 of 6)

NUM

8

The date the cancellation ended
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

64

Required if
there is a
third
cancellation
on the loan

Type of
Cancellation
(3 of 6)

ALPHA

3

The	
  following	
  values	
  are	
  valid	
  
when	
  defining	
  the	
  type	
  of	
  
cancellation:	
  
BFS = Child, Family, Early
Intervention 15%

Important:
The data file
layout can

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

BGS = Child, Family, Early
Intervention 20%
BHS = Child, Family, Early

Page	
  55	
  of	
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About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name
accommodate
up to six
cancellation
records for
each loan
assignment

Data
Type

Length

Description
Intervention 30%
BFR = Firefighter 15%
BGR = Firefighter 20%
BHR = Firefighter 30%
BFH = Headstart 15%
BFL = Law 15%
BGL = Law 20%
BHL = Law 30%
BFI = Librarian 15%
BGI = Librarian 20%
BHI = Librarian 30%
BFM = Medical Technician 15%
BGM = Medical Technician 20%
BHM = Medical Technician 30%
BI = Military After 1972 12.5%
BFJ = Military After 2008 15%
BGJ = Military After 2008 20%
BHJ = Military After 2008 30%
BE = Military Before 1972 12.5%
BFN = Nursing 15%
BGN = Nursing 20%
BHN = Nursing 30%
BS = Pre-K/Childcare 15%
BFA = Public Defender 15%
BGA = Public Defender 20%
BHA = Public Defender 30%
BFE = Speech Language 15%
BGE = Speech Language 20%
BHE = Speech Language 30%
BF = Teacher After 1972 15%
BG = Teacher After 1972 20%
BH = Teacher After 1972 30%

Page	
  56	
  of	
  70	
  	
  

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

BC = Teacher Before 1972 10%
BD = Teacher Before 1972 15%
BFU = University Faculty 15%
BGU = University Faculty 20%
BHU = University Faculty 30%
BFV = Various 25%
BGV = Various 20%
BHV = Various 30%
BFP = Volunteer 15%
BGP = Volunteer 20%

65

Required if
there is a
third
cancellation
on the loan

Cancellation
Percentage
Rate (3 of 6)

NUM

6

Percentage rate of Cancellation.
This value is entered as a
percentage (xx.xxx)

66

Required if
there is a
third
cancellation
on the loan

Principal
Cancelled (3
of 6)

NUM

8

Dollar Value of Principal
Cancelled. This amount should
match field 42

67

Required if
there is a
third
cancellation
on the loan

Interest
Cancelled (3
of 6)

NUM

8

Dollar Value of Interest Cancelled.
This amount should match field 46

68

Required if
there is a
third
cancellation
on the loan

Cancellation
Service Start
Date (3 of 6)

NUM

8

The date the cancellation began
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

69

Required if

Cancellation

NUM

8

The date the cancellation ended
for the loan. Date will use the

Using	
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Field

70

Required

Field Name

there is a
third
cancellation
on the loan

Service End
Date (3 of 6)

Required if
there is a
fourth
cancellation
on the loan

Type of
Cancellation
(4 of 6)
Important:
The data file
layout can
accommodate
up to six
cancellation
records for
each loan
assignment

Data
Type

Length

Description
following format: YYYYMMDD
(Year, Month, Day)

ALPHA

3

The	
  following	
  values	
  are	
  valid	
  
when	
  defining	
  the	
  type	
  of	
  
cancellation:	
  
BFS = Child, Family, Early
Intervention 15%
BGS = Child, Family, Early
Intervention 20%
BHS = Child, Family, Early
Intervention 30%
BFR = Firefighter 15%
BGR = Firefighter 20%
BHR = Firefighter 30%
BFH = Headstart 15%
BFL = Law 15%
BGL = Law 20%
BHL = Law 30%
BFI = Librarian 15%
BGI = Librarian 20%
BHI = Librarian 30%
BFM = Medical Technician 15%
BGM = Medical Technician 20%
BHM = Medical Technician 30%
BI = Military After 1972 12.5%
BFJ = Military After 2008 15%
BGJ = Military After 2008 20%
BHJ = Military After 2008 30%
BE = Military Before 1972 12.5%
BFN = Nursing 15%
BGN = Nursing 20%
BHN = Nursing 30%

Page	
  58	
  of	
  70	
  	
  

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

BS = Pre-K/Childcare 15%
BFA = Public Defender 15%
BGA = Public Defender 20%
BHA = Public Defender 30%
BFE = Speech Language 15%
BGE = Speech Language 20%
BHE = Speech Language 30%
BF = Teacher After 1972 15%
BG = Teacher After 1972 20%
BH = Teacher After 1972 30%
BC = Teacher Before 1972 10%
BD = Teacher Before 1972 15%
BFU = University Faculty 15%
BGU = University Faculty 20%
BHU = University Faculty 30%
BFV = Various 25%
BGV = Various 20%
BHV = Various 30%
BFP = Volunteer 15%
BGP = Volunteer 20%

71

Required if
there is a
fourth
cancellation
on the loan

Cancellation
Percentage
Rate (4 of 6)

NUM

6

Percentage rate of Cancellation.
This value is entered as a
percentage (xx.xxx)

72

Required if
there is a
fourth
cancellation
on the loan

Principal
Cancelled (4
of 6)

NUM

8

Dollar Value of Principal
Cancelled. This amount should
match Field 42

Using	
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About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

73

Required if
there is a
fourth
cancellation
on the loan

Interest
Cancelled (4
of 6)

NUM

8

Dollar Value of Interest Cancelled.
This amount should match Field
46

74

Required if
there is a
fourth
cancellation
on the loan

Cancellation
Service Start
Date (4 of 6)

NUM

8

The date the cancellation began
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

75

Required if
there is a
fourth
cancellation
on the loan

Cancellation
Service End
Date (4 of 6)

NUM

8

The date the cancellation ended
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

76

Required if
there is a fifth
cancellation
on the loan

Type of
Cancellation
(5 of 6)

ALPHA

3

The	
  following	
  values	
  are	
  valid	
  
when	
  defining	
  the	
  type	
  of	
  
cancellation:	
  
BFS = Child, Family, Early
Intervention 15%
BGS = Child, Family, Early
Intervention 20%
BHS = Child, Family, Early
Intervention 30%
BFR = Firefighter 15%
BGR = Firefighter 20%
BHR = Firefighter 30%
BFH = Headstart 15%
BFL = Law 15%
BGL = Law 20%
BHL = Law 30%
BFI = Librarian 15%
BGI = Librarian 20%
BHI = Librarian 30%

Page	
  60	
  of	
  70	
  	
  

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

BFM = Medical Technician 15%
BGM = Medical Technician 20%
BHM = Medical Technician 30%
BI = Military After 1972 12.5%
BFJ = Military After 2008 15%
BGJ = Military After 2008 20%
BHJ = Military After 2008 30%
BE = Military Before 1972 12.5%
BFN = Nursing 15%
BGN = Nursing 20%
BHN = Nursing 30%
BS = Pre-K/Childcare 15%
BFA = Public Defender 15%
BGA = Public Defender 20%
BHA = Public Defender 30%
BFE = Speech Language 15%
BGE = Speech Language 20%
BHE = Speech Language 30%
BF = Teacher After 1972 15%
BG = Teacher After 1972 20%
BH = Teacher After 1972 30%
BC = Teacher Before 1972 10%
BD = Teacher Before 1972 15%
BFU = University Faculty 15%
BGU = University Faculty 20%
BHU = University Faculty 30%
BFV = Various 25%
BGV = Various 20%
BHV = Various 30%
BFP = Volunteer 15%
BGP = Volunteer 20%

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About	
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Field

Required

77

Required if
there is a fifth
cancellation
on the loan

78

Field Name

Data
Type

Length

Cancellation
Percentage
Rate (5 of 6)

NUM

6

Percentage rate of Cancellation.
This value is entered as a
percentage (xx.xxx)

Required if
there is a fifth
cancellation
on the loan

Principal
Cancelled (5
of 6)

NUM

8

Dollar Value of Principal
Cancelled. This amount should
match Field 42

79

Required if
there is a fifth
cancellation
on the loan

Interest
Cancelled (5
of 6)

NUM

8

Dollar Value of Interest Cancelled.
This amount should match Field
46

80

Required if
there is a fifth
cancellation
on the loan

Cancellation
Service Start
Date (5 of 6)

NUM

8

The date the cancellation began
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

81

Required if
there is a fifth
cancellation
on the loan

Cancellation
Service End
Date (5 of 6)

NUM

8

The date the cancellation ended
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

82

Required if
there is a
sixth
cancellation
on the loan

Type of
Cancellation
(6 of 6)

ALPHA

3

The	
  following	
  values	
  are	
  valid	
  
when	
  defining	
  the	
  type	
  of	
  
cancellation:	
  
BFS = Child, Family, Early
Intervention 15%

Important:
The data file
layout can
accommodate
up to six
cancellation
records for
each loan

Page	
  62	
  of	
  70	
  	
  

Description

BGS = Child, Family, Early
Intervention 20%
BHS = Child, Family, Early
Intervention 30%
BFR = Firefighter 15%
BGR = Firefighter 20%
BHR = Firefighter 30%

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

assignment

Length

Description

BFH = Headstart 15%
BFL = Law 15%
BGL = Law 20%
BHL = Law 30%
BFI = Librarian 15%
BGI = Librarian 20%
BHI = Librarian 30%
BFM = Medical Technician 15%
BGM = Medical Technician 20%
BHM = Medical Technician 30%
BI = Military After 1972 12.5%
BFJ = Military After 2008 15%
BGJ = Military After 2008 20%
BHJ = Military After 2008 30%
BE = Military Before 1972 12.5%
BFN = Nursing 15%
BGN = Nursing 20%
BHN = Nursing 30%
BS = Pre-K/Childcare 15%
BFA = Public Defender 15%
BGA = Public Defender 20%
BHA = Public Defender 30%
BFE = Speech Language 15%
BGE = Speech Language 20%
BHE = Speech Language 30%
BF = Teacher After 1972 15%
BG = Teacher After 1972 20%
BH = Teacher After 1972 30%
BC = Teacher Before 1972 10%
BD = Teacher Before 1972 15%
BFU = University Faculty 15%

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About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Description

BGU = University Faculty 20%
BHU = University Faculty 30%
BFV = Various 25%
BGV = Various 20%
BHV = Various 30%
BFP = Volunteer 15%
BGP = Volunteer 20%
83

Required if
there is a
sixth
cancellation
on the loan

Cancellation
Percentage
Rate (6 of 6)

NUM

6

Percentage rate of Cancellation.
This value is entered as a
percentage (xx.xxx)

84

Required if
there is a
sixth
cancellation
on the loan

Principal
Cancelled (6
of 6)

NUM

8

Dollar Value of Principal
Cancelled. This amount should
match Field 42

85

Required if
there is a
sixth
cancellation
on the loan

Interest
Cancelled (6
of 6)

NUM

8

Dollar Value of Interest Cancelled.
This amount should match Field
46

86

Required if
there is a
sixth
cancellation
on the loan

Cancellation
Service Start
Date (6 of 6)

NUM

8

The date the cancellation began
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

87

Required if
there is a
sixth
cancellation
on the loan

Cancellation
Service End
Date (6 of 6)

NUM

8

The date the cancellation ended
for the loan. Date will use the
following format: YYYYMMDD
(Year, Month, Day)

	
  
	
  

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  64	
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  70	
  	
  

	
  

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About	
  Data	
  File	
  Layouts	
  

About	
  the	
  Trailer	
  Record	
  
	
  
The	
  trailer	
  record	
  is	
  a	
  summation	
  of	
  key	
  fields	
  in	
  each	
  of	
  assignment	
  records	
  in	
  the	
  batch	
  file.	
  	
  This	
  is	
  
information	
  is	
  extremely	
  important	
  for	
  validating	
  that	
  all	
  of	
  the	
  data	
  for	
  each	
  assignment	
  has	
  been	
  entered.	
  	
  	
  
	
  
The	
  information	
  required	
  in	
  each	
  field	
  appears	
  in	
  the	
  Trailer	
  Record	
  Layout,	
  below.	
  	
  The	
  file	
  layout	
  indicates	
  
the	
  format	
  and	
  length	
  of	
  each	
  field.	
  	
  
	
  

	
  

	
  
Trailer	
  Record	
  Layout	
  	
  
	
  
The	
  following	
  table	
  indicates	
  how	
  each	
  of	
  the	
  fields	
  in	
  the	
  Trailer	
  Record	
  must	
  be	
  formatted	
  when	
  the	
  data	
  
file	
  is	
  uploaded	
  to	
  PLAS.	
  	
  	
  
	
  

Field

Required

1	
  

Yes	
  

Field Name

Total	
  
Disbursement	
  
Amount	
  

Data
Type

Length

Description

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  
disbursement	
  amount	
  for	
  all	
  
assigned	
  loans	
  within	
  the	
  batch	
  in	
  
the	
  following	
  format	
  99999999.99	
  
	
  

2	
  

Yes	
  

Total	
  Principal	
  
Amount	
  
Adjusted	
  

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Total	
  
Principal	
  Amount	
  Adjusted	
  for	
  all	
  
assigned	
  loans	
  within	
  the	
  batch	
  in	
  
the	
  following	
  format	
  99999999.99	
  
	
  

3	
  	
  

Yes	
  

Total	
  Principal	
  
Amount	
  Paid	
  

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Total	
  
Principal	
  	
  Amount	
  Paid	
  for	
  all	
  
assigned	
  loans	
  within	
  the	
  batch	
  in	
  
the	
  following	
  format	
  99999999.99	
  	
  
	
  

4	
  	
  

Yes	
  

Total	
  Principal	
  
Amount	
  

NUM	
  

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Total	
  
Principal	
  Amount	
  Cancelled	
  for	
  all	
  

Page	
  65	
  of	
  70	
  	
  

About	
  Data	
  File	
  Layouts	
  

Field

Required

Field Name

Data
Type

Length

Cancelled	
  

Description
assigned	
  loans	
  within	
  the	
  batch	
  in	
  
the	
  following	
  format	
  99999999.99	
  
	
  

5	
  

Yes	
  

Total	
  Principal	
  
Amount	
  
Outstanding	
  

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Total	
  
Principal	
  Amount	
  Outstanding	
  for	
  
all	
  assigned	
  loans	
  within	
  the	
  batch	
  
in	
  the	
  following	
  format	
  
99999999.99	
  

6	
  	
  

Yes	
  

Total	
  Collection	
  
Costs	
  Repaid	
  

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Total	
  
Collection	
  Costs	
  Repaid	
  for	
  all	
  
assigned	
  loans	
  within	
  the	
  batch	
  in	
  
the	
  following	
  format	
  99999999.99	
  
	
  

7	
  

Yes	
  

Total	
  Interest	
  
Repaid	
  

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Total	
  
Interest	
  Repaid	
  for	
  all	
  assigned	
  
loans	
  within	
  the	
  batch	
  in	
  the	
  
following	
  format	
  99999999.99	
  
	
  

8	
  

Yes	
  

Total	
  Interest	
  
Cancelled	
  

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Total	
  
Interest	
  Cancelled	
  for	
  all	
  assigned	
  
loans	
  within	
  the	
  batch	
  in	
  the	
  
following	
  format	
  99999999.99	
  
	
  

9	
  

Yes	
  

Total	
  Interest	
  
Due	
  

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Total	
  
Interest	
  Due	
  for	
  all	
  assigned	
  loans	
  
within	
  the	
  batch	
  in	
  the	
  following	
  
format	
  99999999.99	
  

10	
  

Yes	
  

Total	
  Collection	
  
Cost,	
  Penalties	
  
and	
  Late	
  
Charges	
  

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Collection	
  
Cost,	
  Penalties	
  and	
  Late	
  Charges	
  
for	
  all	
  assigned	
  loans	
  within	
  the	
  
batch	
  in	
  the	
  following	
  format	
  
99999999.99	
  
	
  

Page	
  66	
  of	
  70	
  	
  

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

About	
  Data	
  File	
  Layouts	
  

	
  
	
  

Field

Required

11	
  

Yes	
  

Field Name

Total	
  of	
  Total	
  
Outstanding	
  
Amount	
  

Data
Type

Length

Description

NUM	
  

11	
  

Total	
  dollar	
  amount	
  of	
  Total	
  
Outstanding	
  Amount	
  for	
  all	
  
assigned	
  loans	
  within	
  the	
  batch	
  in	
  
the	
  following	
  format	
  99999999.99	
  

	
  

Using	
  the	
  Federal	
  Perkins	
  Loan	
  Assignment	
  System	
  

Page	
  67	
  of	
  70	
  	
  


File Typeapplication/pdf
File TitleMicrosoft Word - PLAS User Guide v.01 (1).docx
File Modified2015-07-27
File Created2015-07-17

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