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pdfPerkins Data Provider Instructions
Appendix A: Data Dictionary
Appendix A: Federal Perkins Loans Data Dictionary
Introduction ............................................................................................................................................ A–1
Layout Description ............................................................................................................................... A–3
Indexes ...................................................................................................................................................... A–6
Table A–1: Header: List of Federal Perkins Loans Data Elements (Sorted by
Position in Database Extract File) ..................................................................................... A–6
Table A–2: Detail: List of Federal Perkins Loans Data Elements (Sorted by Position
in Database Extract File) ....................................................................................................... A–7
Table A–3: Detail: List of Federal Perkins Loans Data Elements (Sorted by Field
Code Number in Database Extract File)......................................................................... A–9
Table A–4: Detail: List of Federal Perkins Loans Data Elements (Sorted
Alphabetically by Field Name in Database Extract File) ....................................... A–11
Table A–5: Trailer: List of Federal Perkins Loans Data Elements (Sorted by Position
in Submittal File) .................................................................................................................. A–13
Header Record Layouts ................................................................................................................... A–14
Detail Record Layouts ...................................................................................................................... A–26
Trailer Record Layouts ................................................................................................................... A–128
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Appendix A: Data Dictionary
Introduction
Appendix A, Federal Perkins Loans Data Dictionary, provides the following tools to help
create your Database Extract File:
Loan definition
Indexes for the data elements
Header, Detail, and Trailer record layouts
Each record layout illustrates the data fields’ lengths, types, position, description,
validation edits, relationships to other data elements, and more. The Database Extract
File created by data providers must adhere to these processing specifications. The
Database Extract File must mirror the data provider’s system of records and is subject to
audit and program reviews. The DataPrep software provided by ED reads and processes
the Database Extract File. Assuming no File Level Errors (causing the file to be rejected)
and that Domain Level Errors are below tolerance levels set by ED, the DataPrep
software will create the Submittal File. The data provider then transmits the Submittal
File to NSLDS.
If DataPrep cannot read your Database Extract File, you will get a file-level error. PC
users should refer to Appendix B-11 for a list of error messages of the file-level and
header edits. Mainframe (OS/390 LE) users should refer to Appendix B-12. All other edit
conditions and error messages will be noted on the page for each data element.
Note: Please be particularly careful about sending the current Submittal File to
NSLDS. Do not send the Database Extract File as it will be rejected. Do not send the
Submittal File from the previous month as it also will be rejected. Each data
provider should establish a process to ensure that the current Submittal File is sent
each month.
Data elements are defined as Character, Numeric, or Date fields, where:
Character fields may contain letters, numbers, or blanks.
Numeric fields must only contain numbers.
Date fields must contain eight digits, be valid dates, and appear in the format
CCYYMMDD (e.g., 19970131), where:
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CC = 2 digits for century
YY = 2 digits for year
MM = 2 digits for month
DD = 2 digits for day
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Appendix A: Data Dictionary
The following are the default values that are used for each type of field:
Character Fields—Must be filled with spaces.
Numeric Fields—Must be filled with zeros.
Date Fields—Must be filled with zeros.
Loan Definition
Beginning July 1, 2008, all data providers must report each Perkins Loan, not bundled
with loans from other award years. NSLDS will implement edits to prevent loans from
loading onto NSLDS that exceed accepted academic year limits (e.g., $5,500 per year for
undergraduates and $8,000 per year for graduate students). Data providers should
report the student’s academic or grade level at the time of the first disbursement of the
loan for that award year.
For disbursements made on or after July 1, 1993, but before July 1, 2008, schools could
include all disbursements that were advanced to the borrower under the same
promissory note and under the same borrower terms and conditions. And, schools
would continue to report subsequent disbursements on that same loan until the terms
and conditions of the Federal Perkins Loan Program change.
For disbursements made on or after July 1, 1993, schools must adhere to the above rule.
You would continue to report on that loan until such time as the terms and conditions
of the Federal Perkins Loan Program change.
For disbursements made before July 1, 1993, the requirement to report loans according
to the same borrower terms and conditions under the same promissory note has been
relaxed, as follows:
First, for disbursements made before July 23, 1992, schools may report all
disbursements made under the same promissory note even if the exact terms and
conditions are not the same (e.g., as is the case with the law enforcement cancellation
provision which became effective for Federal Perkins loans made on or after November
29, 1990). Schools may report each loan as it is recorded in the school or servicer
system. The school has the option of reporting loans individually (unbundled) or rolled
up into a single loan. This enables you to report the loan as it is maintained in your own
loan system. There is no need to change how you are processing or maintaining your
loans for purposes of reporting to NSLDS. Once you begin updating, however, you
cannot change how you report a loan (e.g., unbundle a loan that was originally reported
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Appendix A: Data Dictionary
rolled up and reported as one loan). However, if the school reports to NSLDS
disbursements with different terms and conditions rolled up into a single loan, the
school must:
Continue to service these loans in a way that allows you to provide the deferment
and/or cancellation benefits to a borrower who is otherwise eligible.
If a portion of the loan goes into a deferment status, report the entire loan in the
deferred status (“DA”). This is necessary because there is only one loan status
code for each loan in NSLDS. Any repayments or cancellations made on the loan
will be reported to NSLDS as reductions in the outstanding balance and the loan
status remains “DA”. If a cancellation was made, you would also report the
amount, date, and type of cancellation.
Second, for disbursements made on or after July 23, 1992, but before July 1, 1993,
report all disbursements made during this period as a single loan.
As terms and conditions of loans change, institutions are required to report separate
loans to NSLDS even if the Department allows the disbursements to be made under the
same promissory note.
Layout Description
The following definitions explain the fields of the data elements.
Name—The data element or field name.
Loan Identifier—Denotes whether the field belongs to the set of data elements that
together uniquely identify a loan (values in positions 1–47). These key Identifier fields,
and their counterpart, New Identifiers, are treated as a block. Changes made to one
identifier require that all the identifiers be re-confirmed.
History Kept—Indicates whether the data element is one for which ‘history’ is kept in
NSLDS. History is what you have reported in the past.
Date Sequence Edit—Alerts you that date changes made to this field must fall within the
acceptable range of dates, in relation to historical data that may exist in NSLDS for this
loan, or they will cause Date Sequence Errors.
Type—Indicates whether a field is a character, numeric, or date field.
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Appendix A: Data Dictionary
Size—The number of bytes in the field.
Position—The physical position of the data within the record type being defined
(Header, Detail, Past Period Change).
Field Code—The number assigned to a given field in NSLDS and used in generating
error messages.
Description—A short definition of the data element.
Comments—Additional remarks relating to handling data in the field.
Part of Event Type—Indicates whether the field is part of an event, and therefore linked
to other fields that may also be affected by changes made here. If the data element is
associated with an event, the event name is given.
Companion Field(s)—Identifies the relationship this field has to other fields. These
relationships may be:
Linked through edit—The contents of this field are checked in relation to the
contents in the listed companion field (e.g., Date in one field must be earlier
than/later than the date in the other). An error will result if relationship does not
fall within NSLDS expected parameters.
Linked through event—Two or more data elements are related, because their
meaning is lost if they are handled separately (e.g., Code for Loan Status and
Date of Loan Status are both part of the event ‘Change in Loan Status’). A change
made to one field may affect the others in the event. The possible effect on all
the fields should be considered before a change is made to any one of them.
Edit on related field—Edit on another field checks the value contained in this
field. If there is an error, it will occur in the field that checks the value of this field.
This shows that a relationship exists with another field (e.g., If the Code for Loan
Status is DA, there must be values in the deferment fields—Type of Deferment,
Date Deferment Starts and Date Deferment Ends).
Default Value/Use—NSLDS interprets the presence of a default value in different ways,
depending on which field it is associated with. There are only two possibilities: in some
cases, the default means the event has never occurred and in others it means the event
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Appendix A: Data Dictionary
is not currently occurring. The specific usage associated with each data element is
described in this field.
Reporting—Identifies when information should be reported (e.g., when event occurs,
during regular cycle).
Edit Level—Identifies whether a data element is edited during Extract Validation (filelevel or domain-level edits) or Load Validation (record-level or load-level edits).
Verifies—Explains what the verification process checks, with respect to the value
contained in that field.
Error—Explains what errors would cause NSLDS to reject the update and return a
message in the Load Process Error report.
Error Number—The Message Code number for the associated error.
Exit State Message (For Header Records only)—Assigned code number and associated
text description of error.
Error Message (For Detail Records only)—Text description of error.
Date Revised—Date when information associated with this data element was last
revised. (Replacement pages are issued as the system is modified.)
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Appendix A: Data Dictionary
Indexes
Table A–1: Header: List of Federal Perkins Loans Data Elements (Sorted by Position
in Database Extract File)
Field
Field Name
Position
Code #
Start
End
Record Type
201
Code for Original School
1
8
Header
202
Sort Social Security Number
9
17
Header
203
Data Provider Indicator
18
18
Header
204
Submittal (Extract) Date
19
26
Header
206
Initial Load Date
27
34
Header
205
Software Version
35
39
Header
208
Submittal Receive Date
40
47
Header
209
Record Type
48
48
Header
207
Label
49
98
Header
210
Filler
99
300
Header
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Appendix A: Data Dictionary
Table A–2: Detail: List of Federal Perkins Loans Data Elements (Sorted by Position
in Database Extract File)
Field
Field Name
Position
Code #
Start
End
Record Type
220
Code for Original School
1
8
Detail
221
Student’s Social Security Number
9
17
Detail
222
Date of Student’s Birth
18
25
Detail
223
Student’s First Name
26
37
Detail
224
Type of Loan/Other Aid
38
39
Detail
225
Date of First Disbursement
40
47
Detail
226
Record Type Indicator
48
48
Detail
227
Action Code
49
49
Detail
240
New Code for Original School
50
57
Detail
241
New Student’s Social Security Number
58
66
Detail
242
New Date of Student’s Birth
67
74
Detail
243
New Student’s First Name
75
86
Detail
244
New Type of Loan/Other Aid
87
88
Detail
245
New Date of First Disbursement
89
96
Detail
260
Date Entered Repayment
97
104
Detail
261
Amount of Loan
105
110
Detail
262
Date of Loan Status
111
118
Detail
263
Code for Loan Status
119
120
Detail
264
Date of Cancellation
121
128
Detail
265
Amount of Cancellation
129
134
Detail
266
Date of Disbursement
135
142
Detail
267
Amount of Disbursement
143
148
Detail
268
Student’s Last Name
149
183
Detail
269
Student’s Social Security Number
Indicator
184
184
Detail
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Field
Appendix A: Data Dictionary
Field Name
Position
Code #
Start
End
Record Type
270
Student’s Academic Level
185
185
Detail
271
Indicator of Grant Overpayment
186
186
Detail
272
Date Grant Overpayment Repaid
187
194
Detail
273
Date Enrollment Period Begins
195
202
Detail
274
Date Enrollment Period Ends
203
210
Detail
275
Student’s Middle Initial
211
211
Detail
276
Type of Deferment
212
213
Detail
277
Date Deferment Starts
214
221
Detail
278
Date Deferment Stops
222
229
Detail
280
Code for Servicer
230
235
Detail
281
Date Enrollment Status Effective
236
243
Detail
282
Code for Enrollment Status
244
244
Detail
283
Date of Outstanding Principal Balance
245
252
Detail
284
Amount of Outstanding Principal
Balance
253
258
Detail
285
Interest Rate
259
263
Detail
287
Date of Servicer Responsibility
264
271
Detail
288
Type of Cancellation
272
273
Detail
286
Code for Current School
274
281
Detail
289
Data Provider Identifier
282
300
Detail
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Appendix A: Data Dictionary
Table A–3: Detail: List of Federal Perkins Loans Data Elements (Sorted by Field
Code Number in Database Extract File)
Field
Field Name
Position
Code #
Start
End
Record Type
220
Code for Original School
1
8
Detail
221
Student’s Social Security Number
9
17
Detail
222
Date of Student’s Birth
18
25
Detail
223
Student’s First Name
26
37
Detail
224
Type of Loan/Other Aid
38
39
Detail
225
Date of First Disbursement
40
47
Detail
226
Record Type Indicator
48
48
Detail
227
Action Code
49
49
Detail
240
New Code for Original School
50
57
Detail
241
New Student’s Social Security Number
58
66
Detail
242
New Date of Student’s Birth
67
74
Detail
243
New Student’s First Name
75
86
Detail
244
New Type of Loan/Other Aid
87
88
Detail
245
New Date of First Disbursement
89
96
Detail
260
Date Entered Repayment
97
104
Detail
261
Amount of Loan
105
110
Detail
262
Date of Loan Status
111
118
Detail
263
Code for Loan Status
119
120
Detail
264
Date of Cancellation
121
128
Detail
265
Amount of Cancellation
129
134
Detail
266
Date of Disbursement
135
142
Detail
267
Amount of Disbursement
143
148
Detail
268
Student’s Last Name
149
183
Detail
269
Student’s Social Security Number
Indicator
184
184
Detail
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Field
Appendix A: Data Dictionary
Field Name
Position
Code #
Start
End
Record Type
270
Student’s Academic Level
185
185
Detail
271
Indicator of Grant Overpayment
186
186
Detail
272
Date Grant Overpayment Repaid
187
194
Detail
273
Date Enrollment Period Begins
195
202
Detail
274
Date Enrollment Period Ends
203
210
Detail
275
Student’s Middle Initial
211
211
Detail
276
Type of Deferment
212
213
Detail
277
Date Deferment Starts
214
221
Detail
278
Date Deferment Stops
222
229
Detail
280
Code for Servicer
230
235
Detail
281
Date Enrollment Status Effective
236
243
Detail
282
Code for Enrollment Status
244
244
Detail
283
Date of Outstanding Principal Balance
245
252
Detail
284
Amount of Outstanding Principal
Balance
253
258
Detail
285
Interest Rate
259
263
Detail
287
Date Servicer Responsibility
264
271
Detail
288
Type of Cancellation
272
273
Detail
286
Code for Current School
274
281
Detail
289
Data Provider Identifier
282
300
Detail
June 2018
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Appendix A: Data Dictionary
Table A–4: Detail: List of Federal Perkins Loans Data Elements (Sorted
Alphabetically by Field Name in Database Extract File)
Field
Field Name
Position
Code #
Start
End
Record Type
227
Action Code
49
49
Detail
265
Amount of Cancellation
129
134
Detail
267
Amount of Disbursement
143
148
Detail
261
Amount of Loan
105
110
Detail
284
Amount of Outstanding Principal Balance
253
258
Detail
286
Code for Current School
274
281
Detail
282
Code for Enrollment Status
244
244
Detail
263
Code for Loan Status
119
120
Detail
220
Code for Original School
1
8
Detail
280
Code for Servicer
230
235
Detail
289
Data Provider Identifier
282
300
Detail
277
Date Deferment Starts
214
221
Detail
278
Date Deferment Stops
222
229
Detail
273
Date Enrollment Period Begins
195
202
Detail
274
Date Enrollment Period Ends
203
210
Detail
281
Date Enrollment Status Effective
236
243
Detail
260
Date Entered Repayment
97
104
Detail
272
Date Grant Overpayment Repaid
187
194
Detail
264
Date of Cancellation
121
128
Detail
266
Date of Disbursement
135
142
Detail
225
Date of First Disbursement
40
47
Detail
262
Date of Loan Status
111
118
Detail
222
Date of Student’s Birth
18
25
Detail
283
Date of Outstanding Principal Balance
245
252
Detail
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Field
Appendix A: Data Dictionary
Field Name
Position
Code #
Start
End
Record Type
287
Date Servicer Responsibility
264
271
Detail
271
Indicator of Grant Overpayment
186
186
Detail
285
Interest Rate
259
263
Detail
240
New Code for Original School
50
57
Detail
245
New Date of First Disbursement
89
96
Detail
242
New Date of Student’s Birth
67
74
Detail
243
New Student’s First Name
75
86
Detail
241
New Student’s Social Security Number
58
66
Detail
244
New Type of Loan/Other Aid
87
88
Detail
226
Record Type Indicator
48
48
Detail
270
Student’s Academic Level
185
185
Detail
223
Student’s First Name
26
37
Detail
268
Student’s Last Name
149
183
Detail
275
Student’s Middle Initial
211
211
Detail
221
Student’s Social Security Number
9
17
Detail
269
Student’s Social Security Number
Indicator
184
184
Detail
288
Type of Cancellation
272
273
Detail
276
Type of Deferment
212
213
Detail
224
Type of Loan/Other Aid
38
39
Detail
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Appendix A: Data Dictionary
Table A–5: Trailer: List of Federal Perkins Loans Data Elements (Sorted by Position
in Submittal File)
Field
Field Name
Position
Code #
Start
End
Record Type
N/A
Code for Original School
1
8
Trailer
N/A
Sort Social Security Number
9
17
Trailer
N/A
Number of Records with Domain-Level
Errors
18
26
Trailer
N/A
Filler
27
35
Trailer
N/A
Number of Records with Domain-, Recordand Load-Level Errors
36
44
Trailer
N/A
Number of Detail Records in the Database
Extract File
45
53
Trailer
N/A
Record Type Indicator
54
54
Trailer
N/A
Number of Open Loans
55
63
Trailer
N/A
Loan Total: Amount of Loan
64
75
Trailer
N/A
Loan Total: Amount of Cancellation
76
87
Trailer
N/A
Loan Total: Amount of Outstanding
Principal Balance
88
99
Trailer
N/A
Filler
100
300
Trailer
June 2018
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Appendix A: Data Dictionary
Header Record Layouts
Code for Original School
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Numeric
8
1-8
201
Description:
An eight-digit code, known as the OPE code, identifying the
school whose records are included on the Database Extract
File.
Comments:
Must be a valid OPE school code.
Part of Event Type:
Not applicable.
Companion Field(s):
[Linked through edit]
Code for Original School (220) (Detail record).
Default Value / Use:
Reporting:
Edit
Level:
Verifies:
FileLevel
Error
Can not be
blank.
FileLevel
Error
Must be
numeric.
Must always be filled.
Report in regular monthly update.
Error:
Is blank.
Error
No.:
N/A
Exit State Message:
SCHOOL CODE ON HEADER IS
MISSING.
(For PC users, a message to the
Validation Log tells you that the
process has stopped and the
above message is displayed. For
OS/390 LE users, the process
aborts and a system message is
generated.)
June 2018
Is not
numeric.
N/A
SCHOOL CODE ON HEADER IS
INVALID.
(For PC users, a message to the
Validation Log tells you that the
process has stopped and the
above message is displayed. For
OS/390 LE users, the process
aborts and a system message is
generated.)
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Appendix A: Data Dictionary
Code for Original School
Date
Revised:
June 2018
10-16-2006
A–15
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Perkins Data Provider Instructions
Appendix A: Data Dictionary
Sort Social Security Number
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Characte
r
9
9–17
202
Description:
Positional sort field used for sorting the Header Record to
the top of the file.
Comments:
Must equal spaces for the Database Extract File.
DataPrep software sets this field to low-values.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Must always be blank.
Reporting:
Edit
Level:
FileLevel
Error
Verifies:
Is blank.
Date Revised:
June 2018
Report in regular monthly update.
Error:
Error
No.:
Is not blank.
N/A
Exit State Message:
HEADER SORT SSN IS INVALID
(For PC users, a message to the
Validation Log tells you that the
process has stopped and the
above message is displayed. For
OS/390 LE users, the process
aborts and a system message is
generated.)
10-16-2006
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Appendix A: Data Dictionary
Data Provider Indicator
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Charact
er
1
18
203
Description:
Indicator identifying the type of data provider submitting
this file.
Comments:
Must be S for Perkins.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Must always be filled with S.
Reporting:
Edit
Level:
Verifies:
FileLevel
Error
Cannot be blank.
FileLevel
Error
Must be S.
Report in regular monthly update.
Error:
Error
No.:
Is blank.
N/A
Exit State Message:
DATA PROVIDER INDICATOR IS
SPACES.
(For PC users, a message to the
Validation Log tells you that the
process has stopped and the
above message is displayed. For
OS/390 LE users, the process
aborts and a system message is
generated.)
Date Revised:
June 2018
Contains
wrong value.
N/A
DATA PROVIDER INDICATOR
ON HEADER IS INVALID.
(For PC users, a message to the
Validation Log tells you that the
process has stopped and the
above message is displayed. For
OS/390 LE users, the process
aborts and a system message is
generated.)
10-16-2006
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Appendix A: Data Dictionary
Submittal (Extract) Date
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Date
8
19–26
204
Description:
Date when the Database Extract File is created.
Comments:
Extract must be prepared no more than 13 working
days before nor more than 14 days after the NSLDSprovided schedule of submittals.
If Submittal (Extract) Date is equal to or earlier than one
already processed by NSLDS, the file will be rejected.
Part of Event Type:
Not applicable.
Companion Field(s):
Default Value / Use:
Must always be filled.
Reporting:
Edit
Level:
FileLevel
Error
Verifies:
Cannot be blank.
June 2018
[Edit on related field]
Date of Student’s Birth (222)
New Date of Student’s Birth (242)
Date of Grant Overpayment Repaid (272)
Date of First Disbursement (225)
New Date of First Disbursement (245)
Date of Loan Status (262)
Date of Disbursement (266)
Date of Cancellation (264)
Date Deferment Starts (277)
Report in regular monthly update.
Error:
Is blank.
Error
No.:
Exit State Message:
N/A
SUBMITTAL DATE IS REQUIRED.
(For PC users, a message to the
Validation Log tells you that the
process has stopped and the
above message is displayed. For
OS/390 LE users, the process
aborts and a system message is
generated.)
A–18
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Appendix A: Data Dictionary
Submittal (Extract) Date
FileLevel
Error
Must be a valid
date.
Date Revised:
June 2018
Invalid date.
N/A
SUBMITTAL DATE IS INVALID.
(For PC users, a message to the
Validation Log tells you that the
process has stopped and the
above message is displayed. For
OS/390 LE users, the process
aborts and a system message is
generated.)
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Initial Load Date
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Date
8
27–34
206
Description:
Date the data provider created extract for initial load.
Comments:
None
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Must always be filled.
Reporting:
Edit
Level:
Verifies:
FileLevel
Error
Can not be blank.
FileLevel
Error
Must be a valid
date.
Report in regular monthly update.
Error:
Error
No.:
Is blank.
N/A
Exit State Message:
INITIAL LOAD DATE IS
REQUIRED.
(For PC users, a message to the
Validation Log tells you that the
process has stopped and the
above message is displayed. For
OS/390 LE users, the process
aborts and a system message is
generated.)
Date Revised:
June 2018
Invalid date.
N/A
INITIAL LOAD DATE INVALID.
(For PC users, a message to the
Validation Log tells you that the
process has stopped and the
above message is displayed. For
OS/390 LE users, the process
aborts and a system message is
generated.)
10-16-2006
A–20
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Software Version
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Characte
r
5
35–39
205
Description:
Current version of the DataPrep software used to create the
Submittal File.
Comments:
Populate with spaces on Database Extract File. The DataPrep
software will populate this field with the version/release
level. NSLDS uses this information to determine if the
appropriate version/release level of DataPrep software is
used to create the Submittal file.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Must always be filled with spaces.
Reporting:
Report in regular monthly update.
Edit
Level:
LoadLevel
Error
Verifies:
Latest DataPrep
version/release is
used to create
Submittal file
Date Revised:
June 2018
Error:
Outdated
DataPrep
software used
to create
Submittal file.
Error
No.:
Exit State Message:
N/A
NSLDS staff contact the data
provider for a new Submittal after
the updated DataPrep software is
installed.
10-16-2006
A–21
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Submittal Receive Date
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Date
8
40–47
208
Description:
Date when submittal was received at NSLDS.
Comments:
Populate with default value (00000000) on Database Extract
File. The DataPrep software will populate this field with the
date the Submittal File is received by NSLDS.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Must always be filled with 00000000.
Reporting:
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Report in regular monthly update.
Error:
Error
No.:
N/A
N/A
Exit State Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Record Type
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Characte
r
1
48
209
Description:
Identifies the Header Record of the file.
Comments:
Set to H for Header Record.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Must always be filled with an H.
Reporting:
Edit
Level:
FileLevel
Error
Verifies:
Must be H.
Date Revised:
June 2018
Report in regular monthly update.
Error:
Error
No.:
Not H.
N/A
Exit State Message:
Record type on Header is
invalid.
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Label
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Characte
r
50
49–98
207
Description:
Name of file.
Comments:
Populate with spaces in Database Extract File. NSLDS will
populate with a descriptive name of the file.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Must always be filled with spaces.
Reporting:
Report in regular monthly update.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Exit State Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Filler
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Characte
r
202
99–300
207
Description:
Blank field to complete record length.
Comments:
None.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Must always be filled with spaces.
Reporting:
Report in regular monthly update.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Exit State Message:
N/A
10-16-2006
A–25
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Detail Record Layouts
Code for Original School
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
No
No
Numeri
c
8
1-8
220
Description:
An eight-digit code, known as the OPE code, identifying
the original school at which the student was enrolled or
accepted for enrollment when the loan was made or the
grant overpayment occurred.
Comments:
Must be a valid OPE School and Branch code.
When this Loan Identifier information changes, leave the
existing value in this field and report the new value in
the New Code for Original School field (i.e., its
counterpart New Identifier). Do this until the updated
information is accepted by NSLDS. Once accepted, the
updated value is reported in the standard Loan Identifier
field and the New field is filled with the default value
(zeros or blanks).
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed.
Therefore, fill all the New Identifier fields (listed below)
for this loan with the values that they should contain,
regardless if those values are new ones or the ones that
you have been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level Edits (e.g., they
do not appear on the subsequent Loan Process Error
File).
Part of Event Type:
June 2018
Loan Identifier
A–26
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Code for Original School
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Verifies:
[Linked through edit]
Code for Original School (201 on Header Record)
Remaining Identifier Fields:
Student’s Social Security Number (221)
Date of Student’s Birth (222)
Student’s First Name (223)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Must always be filled.
Report in regular monthly update.
Error:
Error
No.:
Error Message:
Domain
-Level
Error
Must be
reported.
Contains zeros.
1113
Code for Original School is
required.
Domain
-Level
Error
Must be
numeric.
Not numeric.
1150
Invalid Code for Original School.
Domain
-Level
Error
Must be same as
Original School
code in Header
Record.
Original School
code in Header
Record differs.
1240
Original School code not = school
code on Header Record.
LoadLevel
Error
Must be a valid
OPE code.
Invalid Original
School Code.
1150
Invalid Code for Original School.
Date Revised:
June 2018
10-16-2006
A–27
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Social Security Number
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
Yes
No
Characte
r
9
9-17
221
Description:
Social Security Number of a Title IV aid recipient.
Comments:
May be a real or pseudo Social Security Number. A
pseudo SSN may not be used in place of a valid one if
the Data Provider has the valid SSN.
Whenever a real SSN is located for a borrower, the Data
Provider must change the Pseudo SSN to the real SSN.
SSN history should be maintained during SSN changes
and updates. All student loan records should be merged
into the current SSN by using the current and new
identifier fields.
Where a valid Social Security Number (SSN) is not on
file, a pseudo SSN must be generated for the record, as
follows:
The first position of the SSN must start with a 9 to
clearly identify the record as containing a dummy
SSN. The second, third, fourth, and fifth positions
must be the second, third, fourth, and fifth digits of
the OPE code. Each dummy SSN generated must be
unique for each student whose data is in the school’s
file in order to distinguish one student’s records with
a dummy SSN from another. The partial use of the
OPE code will help ED to distinguish between the
dummy SSN from another.
A dummy SSN may not be substituted for a valid
SSN if the school’s files contain the valid SSN.
If a pseudo SSN is used, populate Student’s SSN
Indicator (Field 269) with a P.
June 2018
Whenever a Social Security Number is reported, the
system checks whether the number has already been
reported to NSLDS. If not, the student is added to
NSLDS. If it was previously reported, NSLDS uses the
following match logic to confirm the identity of the
A–28
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Social Security Number
person.
1. First Name and Date of Birth (DOB) matches.
First Name
Three of first four characters of first name on
incoming record (excluding punctuation and spaces)
match three of four characters of first name
(excluding punctuation and spaces) in NSLDS
(current or history), or alias matches exactly. The
letters must match in the same sequence. If fewer
than three characters, all characters must match; and
Date of Birth
Year matches exactly; or
Year matches plus or minus one, with month
matching exactly; or
Year matches plus or minus ten, with month and day
matching exactly; or
Incoming DOB is real and NSLDS’ DOB is one of the
following plug dates: 19000101, 18991231,
18581117, 19581117, 19040404, 19600101, or
19??1111, where ?? can be any year.
Note: When NSLDS performs the analysis on the three of
first four characters in first name or five of first seven
characters in last name, the letters must match in the
same sequence. For example, Nary and Mary would
match, as “ary” is in same sequential order. So would
Maty and Mary, as “may” is in the same sequential order.
2. Transposed first name and last name with DOB match.
Last Name
Three of the first four characters of last name on
incoming record (excluding punctuation and spaces)
match three of first four characters of first name
(excluding punctuation and spaces) in NSLDS
(current or history); and
Date of Birth
Year matches exactly; or
June 2018
A–29
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Social Security Number
Year matches plus or minus one, with month
matching exactly; or
Year matches plus or minus ten, with month and day
matching exactly; or
Incoming DOB is real and NSLDS’ DOB is one of the
following plug dates: 19000101, 18991231,
18581117, 19581117, 19040404, 19600101, or
19??1111, where ?? can be any year.
3. Match on first initial of first name when NSLDS’ first name
is only an initial and no other first names exist in NSLDS.
First Name
Incoming first name begins with same letter as
NSLDS’ first initial (a name that is an initial only or an
initial followed by a period, not a comma, and no
first name in history); and
Date of Birth
Exact match and is not a plug date: 19000101,
18991231, 18581117, 19581117, 19040404,
19600101, or 19??1111, where ?? can be any year.
(Note: If both incoming and NSLDS have same plug
date, this is considered an exact match.)
4. Match on first initial and part of last name with DOB
match.
First Name
First character of first name matches first character of
first name or first initial (current or history); and
Last Name
Five of first seven characters of last name (excluding
punctuation and spaces) match five of first seven
characters of last name (excluding punctuation and
spaces) in NSLDS (current or history). If fewer than
five characters, all characters must match; and
Date of Birth
Year matches exactly; or
Year matches plus or minus one, with month
matching exactly; or
June 2018
A–30
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Social Security Number
Year matches plus or minus ten, with month and day
matching exactly; or
Incoming DOB is real and NSLDS’ DOB is one of the
following plug dates: 19000101, 18991231,
18581117, 19581117, 19040404, 19600101, or
19??1111, where ?? can be any year.
For loans or grants made before 1-1-1997, incoming
DOB is plug date and NSLDS DOB is a real date.
Note: When NSLDS performs the analysis on the three of
first four characters in first name or five of first seven
characters in last name, the letters must match in the
same sequence. For example, Nary and Mary would
match, as “ary” is in same sequential order. So would
Maty and Mary, as “may” is in the same sequential order.
5. Match on student SSN, and a single loan or grant
overpayment is found using the non-student related
identifiers. This loan or grant overpayment was last reported
on by the current provider.
June 2018
When this Loan Identifier information changes, leave the
existing value in this field and report the new value in
the New Student’s Social Security Number field (e.g., its
counterpart New Identifier). Do this until the updated
information is accepted by NSLDS. Once accepted, the
updated value is reported in the standard Loan Identifier
field and the New field is filled with the default value
(zeros or blanks).
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed.
Therefore, fill all the New Identifier fields (listed below)
for this loan with the values that they should contain
whether those values are new ones or the ones that you
have been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
A–31
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Social Security Number
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level edits (e.g., they
do not appear on the subsequent Load Process Error
File).
Part of Event Type:
Loan Identifier/Student Identifier.
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Domain
-Level
Error
Must always be filled.
Report in regular monthly update.
Verifies:
Must be reported.
Record- If SSN Indicator is R
Level
(e.g., SSN is Real),
Error
this field must be
numeric.
June 2018
[Linked through edit]
Date of Student’s Birth (222)
Student’s First Name (223)
Student’s Last Name (268)
Student’s Social Security Number Indicator (269)
Remaining Identifier Fields:
Code for Original School (220)
Date of Student’s Birth (222)
Student’s First Name (223)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Error:
Error
No.:
Error Message:
Is blank or
zeros.
1179
Student Social Security Number
is required.
Is not numeric.
1164
Invalid Student Social Security
Number.
A–32
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Social Security Number
LoadLevel
Error
NSLDS determines
whether conflicting
data exists with
respect to that SSN
number.
Date Revised:
June 2018
Conflicting
first name or
date of birth
information
exists.
1251
Student SSN currently used by
another student.
10-16-2006
A–33
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Student’s Birth
Loan
Identifier:
History
Kept:
Yes
No
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Description:
No
Date
8
18-25
Date when a Title IV aid recipient was born.
Comments:
Report the student’s actual date of birth. If unknown and
the Date of First Disbursement is before Initial Load
Date, you may plug this field with 19000101 until the
actual date of birth can be determined.
When this Loan Identifier information changes, leave the
existing value in this field and report the new value in
the New Date of Student’s Birth field (e.g., its
counterpart New Identifier). Do this until the updated
information is accepted by NSLDS. Once accepted, the
updated value is reported in the standard Loan Identifier
field and the New field is filled with the default value
(zeros or blanks).
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed.
Therefore, fill all the New Identifier fields (listed below)
for this loan with the values that they should contain,
regardless if those values are new ones or the ones that
you have been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level Edits (e.g., they
do not appear on the subsequent Load Process Error
File).
Part of Event Type:
Student Identifier.
Companion Field(s):
June 2018
222
[Linked through edit]
Submittal (Extract) Date (204) on Header Record
A–34
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Student’s Birth
Default Value / Use:
Reporting:
Edit
Level:
Verifies:
Initial Load Date (206) on Header Record
Date of First Disbursement (225)
[Edit on related field]
Student’s Social Security Number (221)
Remaining Identifier Fields:
Code for Original School (220)
Student’s First Name (223)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Must always be filled.
Report in regular monthly update.
Error:
Error
No.:
Error Message:
Domain
-Level
Error
Must be a valid
date.
Invalid date.
1165
Invalid Date of Student Birth.
Domain
-Level
Error
Must be
reported.
Is blank or
zeros.
1176
Date of Student Birth is required.
Invalid use of
plug date.
1103
19000101 invalid when Date of
First Disb > Initial Load Dt
Record- Plug date is not
Level
allowed if Date
Error
of First
Disbursement is
after Initial Load
Date.
June 2018
A–35
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Student’s Birth
Record- CCYY of
Level
Student’s Birth
Error
must be before
CCYY of
Submittal
(Extract) Date on
Header Record.
CCYY is the
same or later.
1280
Year of Date of Student Birth
must be < Submittal Date
Record- Upper bounds
Level
reasonability
Error
check of
student’s age.
Date of
Student’s Birth
is before Date
of First
Disbursement
minus 90 years.
1380
Dt of Student’s Birth must be > =
Date of 1st Disb - 90 yrs.
Record- Lower bounds
Level
reasonability
Error
check of
student’s age.
Date of First
Disbursement
minus 12 years
is after Date of
Student’s Birth.
1381
Dt of Stu’s Birth must be < = Dt
of 1st Disb - 12 yrs.
Date Revised:
June 2018
10-16-2006
A–36
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s First Name
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
Yes
No
Characte
r
12
26-37
223
Description:
First Name of a title IV aid recipient.
Comments:
If first name exceeds 12 characters, drop characters in
excess of 12.
This field must contain a value greater than spaces and
be left justified.
If student has no first name, enter value NFN.
Do not enter personal titles (e.g., Mr., Mrs., Dr., Lt.) in this
field.
If NSLDS contains only an initial for this field (e.g., J or J.),
and a plug date of birth, it will not accept an update of
the actual name (e.g., Jane) or Date of Birth from the
provider because there is not enough specific
information to ensure a proper match. However, if a real
Date of Birth is on record, the Student’s First Name and
Date of Birth fields may both be updated.
Once the Student’s First Name field is updated from an
initial to the actual name, matches on the initial alone
will no longer be possible.
When this Loan Identifier information changes, leave the
existing name in this field and report the new name in
the New Student’s First Name field (e.g., its counterpart
New Identifier). Do this until the updated information is
accepted by NSLDS. Once accepted, the updated value
is reported in the standard Loan Identifier field and the
New field is filled with the default value (zeros or
blanks).
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed; the information
belonging in all of them must be re-confirmed.
Therefore, fill all the New Identifier fields for this loan
with the values that they should contain whether those
June 2018
A–37
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s First Name
values are new ones or the ones that you have been
reporting all along.
Part of Event Type:
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level edits (e.g., they
do not appear on the subsequent Load Process Error
File).
Student Identifier.
[Edit on a related field]
Student’s Social Security Number (221)
Remaining Identifier Fields:
Code for Original School (220)
Student’s Social Security Number (221)
Date of Student’s Birth (222)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Must always be filled.
Report in regular monthly update.
Verifies:
Error:
Error
No.:
Domain
-Level
Error
Must be leftjustified.
Is not leftjustified.
1127
Field must be left-justified.
Domain
-Level
Error
Must be
reported.
Is blank.
1178
Student First Name is required.
June 2018
A–38
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s First Name
Date Revised:
June 2018
10-16-2006
A–39
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Type of Loan/Other Aid
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
No
No
Characte
r
2
38-39
224
Description:
Code indicating the type of aid received.
Comments:
Must be a valid code from Loan Type Code (Appendix B1).
When this Loan Identifier information changes, leave the
existing value in this field and report the new value in
the New Type of Loan/Other Aid field (e.g., its
counterpart New Identifier). Do this until the updated
information is accepted by NSLDS. Once accepted, the
updated value is reported in the standard Loan Identifier
field and the New field is filled with the default value
(zeros or blanks).
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed.
Therefore, fill all the New Identifier fields (listed below)
for this loan with the values that they should contain,
regardless if those values are new ones or the ones that
you have been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level Edits (e.g., they
do not appear on the subsequent Load Process Error
Report).
Part of Event Type:
Companion Field(s):
June 2018
Loan Identifier.
[Edit on related field]
Date of First Disbursement (225)
A–40
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Type of Loan/Other Aid
Default Value / Use:
Reporting:
Edit
Level:
Domain
-Level
Error
Verifies:
Must be
reported.
Record- Must be a valid
Level
code from the
Error
Loan Type Code
Table.
Date Revised:
June 2018
Type of Deferment (276)
Remaining Identifier Fields:
Code for Original School (220)
Student’s Social Security Number (221)
Date of Student’s Birth (222)
Student’s First Name (223)
Date of First Disbursement (225)
New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Must always be filled.
Report in regular monthly update.
Error:
Error
No.:
Error Message:
Is blank.
1183
Type of Loan/Other Aid is
required.
Invalid code.
1155
Invalid Type of Loan/Other Aid.
10-16-2006
A–41
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of First Disbursement
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
No
No
Date
8
40-47
225
Description:
June 2018
Date on which the first disbursement was made on a
Perkins loan or a grant overpayment.
A–42
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of First Disbursement
Comments:
June 2018
If you do not have the Date of First Disbursement for a
loan made prior to July 23, 1992, then you may plug this
field with 19000101. If a borrower has more than one
loan of the same type prior to July 23, 1992, and the
Date of First Disbursement is unknown, then each loan
must be distinguished by using an incremented plugged
value for this field (e.g., 19000102, 19000103). This
plugged value must then be reported every time data is
submitted on the specific loan.
When this Loan Identifier information changes, leave the
existing value in this field and report the new value in
the New Date of First Disbursement field (i.e., its
counterpart New Identifier). Do this until the updated
information is accepted by NSLDS. Once accepted, the
updated value is reported in the standard Loan Identifier
field and the New field is filled with the default value
(zeros or blanks).
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed.
Therefore, fill all the New Identifier fields (listed below)
for this loan with the values that they should contain,
regardless if those values are new ones or the ones that
you have been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level Edits (e.g., they
do not appear on the subsequent Load Process Error
File).
For loans made on or after July 1, 2008, a separate loan
must be reported for each award year. Date of First
Disbursement will be the first disbursement for the loan
for that award year.
A–43
Version 8.1
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Appendix A: Data Dictionary
Date of First Disbursement
Part of Event Type:
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
June 2018
Verifies:
Loan Identifier.
[Edit on related field]
Date of Student’s Birth (222)
Date Enrollment Period Begin (273)
Date Entered Repayment (260)
Date of Disbursement (266)
Date of Loan Status (262)
Date of Cancellation (264)
Type of Deferment (276)
Date Deferment Starts (277)
Date Enrollment Status Effective (281)
Date of Outstanding Principal Balance (283)
Date Grant Overpayment Repaid (272)
Date of Servicer Responsibility (287)
Student’s Academic Level(270)
[Linked through edit]
Submittal (Extract) Date on Header (204)
Type of Loan/Other Aid (224)
Remaining Identifier Fields:
Code for Original School (220)
Student’s Social Security Number (221)
Date of Student’s Birth (222)
Student’s First Name (223)
Type of Loan/Other Aid (224)
New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Must always be filled.
Report in regular monthly update.
Error:
Error
No.:
A–44
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of First Disbursement
Domain
-Level
Error
Must be a valid
date.
Invalid date.
1195
Invalid Date of First
Disbursement.
Domain
-Level
Error
Must be
reported.
Contains zeros.
1202
Date of First Disbursement is
required.
Record- Date of First
Level
Disbursement for
Error
DU loans is on or
after 19580101.
Date of First
Disbursement
for DU Loans is
before the loan
program
existed,
1958010.
1373
Date of First Disbursement for DU
loans must be > = 19580101.
Record- Date of First
Level
Disbursement for
Error
NU loans is on or
after 19720701.
Date of First
Disbursement
for NU loans is
before loan
program
existed,
19720701.
1374
Date of First Disbursement for NU
loans must be > = 19720701.
Record- Date of First
Level
Disbursement for
Error
PU loans is on or
after 19870101.
Date of First
Disbursement
for PU loans is
before loan
program
existed,
19870101.
1375
Date of First Disbursement for PU
loans must be > = 19870101.
Record- Date of First
Level
Disbursement for
Error
EU loans is on or
after 19950701.
Date of First
Disbursement
for EU loans is
before loan
program
existed,
19950701.
1376
Date of First Disbursement for EU
loans must be > = 19950701.
June 2018
A–45
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of First Disbursement
Record- Date of First
Level
Disbursement for
Error
SE overpayments
is on or after
19580101.
Date of First
Disbursement
for SE
overpayments
is before
program
existed,
19580101.
1377
Date of 1st Dis for SE Overpmts
must be > = 19580101.
Record- Date of First
Level
Disbursement for
Error
DU loans is
before
19720630.
Date of First
Disbursement
for DU loans is
after loan
program
ended,
19720630.
1378
Date of First disbursement for
“DU” loans must be < =
19720630.
Record- Date of First
Level
Disbursement is
Error
on or before
Submittal
(Extract) Date.
Date of First
Disbursement
is a future date.
A loan may not
be reported
before it is
disbursed.
1379
Date of First Disbursement must
be < = Submittal Date.
Record- Each loan record
Level
on Database
Error
Extract File must
have unique loan
identifiers that
are: Code for
Original School,
SSN, Type of
Loan/Other Aid,
and Date of First
Disbursement.
Two or more
loans have the
same loan
identifiers and
appear to be
duplicates.
1423
Identifiers must be unique on
each detail record.
Record- Date of First
Level
Disbursement for
Error
NU, EU, and IC
loans is before
20041031.
Date of First
Disbursement
for NU, EU, and
IC loans is after
20041031.
1432
Date of First Disbursement for
NU, EU, and IC loans must be <=
20041031
June 2018
A–46
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of First Disbursement
Date Revised:
June 2018
01-08-2009
A–47
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Record Type Indicator
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Characte
r
1
48-48
226
Description:
Identifies type of record (i.e., Detail or Past Period Change).
Comments:
For Detail Records, report a blank in this field. DataPrep
converts the blank to an N.
For Past Period Change Records, populate this field with
a Z.
For spreadsheet upload, populate this field with N or
space.
Part of Event Type:
Not part of an event.
Companion Field(s):
None.
Default Value / Use:
Report a blank.
Reporting:
Edit
Level:
Domain
-Level
Error
Verifies:
Record Type
Indicator is a
space or Z for a
Detail Record.
Date Revised:
June 2018
Report in regular monthly update.
Error:
Error
No.:
Is not a space
nor Z.
1236
Error Message:
Record Type Indicator must be Z
or spaces.
03-29-2018
A–48
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Action Code
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
N/A
N/A
Characte
r
1
49
227
Description:
Identifies action type.
Comments:
Set this field to a space. Field is used to identify loans
submitted by a Data Provider, but which are held by ED.
Once a loan is assigned and accepted by ED, the data
provider may no longer report on the loan.
Part of Event Type:
Not part of an event.
Companion Field(s):
None.
Default Value / Use:
Report space.
Reporting:
Edit
Level:
LoadLevel
Error
Verifies:
Loan is not
assigned to ED
Date Revised:
June 2018
Report in regular monthly update.
Error:
Error
No.:
Error Message:
Data Provider
is reporting on
a loan which
has been
assigned and
accepted by
ED.
1252
Cannot report a loan assigned to
ED.
10-16-2006
A–49
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Code for Original School
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
No
No
Numeri
c
8
50-57
240
Description:
An eight-digit code, known as the OPE code, identifying the
original school at which the student was enrolled or
accepted for enrollment when the loan was made or the
grant overpayment occurred.
Comments:
This field must be populated with 00000000 unless one
or more of the identifier attributes have changed since
previous submittal. When the Code for Original School
changes, leave the previously-reported code in the
‘Code for Original School’ field, and report the new code
here.
Must be a valid OPE School and Branch code.
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed. To
permit this, you must fill all the New Identifier fields for
this loan with the values that they should contain
whether those values are new ones or the ones that you
have been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level Edits (e.g., they
do not appear on the subsequent Loan Process Error
File).
Part of Event Type:
June 2018
Loan Identifier Change.
A–50
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Code for Original School
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Verifies:
Identifier Fields:
Code for Original School (220)
Student’s Social Security Number (221)
Date of Student’s Birth (222)
Student’s First Name (223)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
Remaining New Identifier Fields:
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Must always be filled.
Report in regular monthly update if loan identifier has
changed.
Error:
Error
No.:
Error Message:
Domain
-Level
Error
Must be
numeric.
Is not numeric.
1203
Invalid New Code for Original
School.
Domain
-Level
Error
All New Identifier Contains zeros.
fields must be
populated if any
one of the New
Identifier fields is
populated.
1211
New Code for Original School is
required.
LoadLevel
Error
Must be a valid
OPE code.
1203
Invalid New Code for Original
School.
Date Revised:
June 2018
Invalid code.
10-16-2006
A–51
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Student’s Social Security Number
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
Yes
No
Characte
r
9
58-66
241
Description:
Comments:
Social Security Number of a Title IV aid recipient.
This field must be populated with spaces unless one or
more of the identifier attributes have changed since
previous submittal. When the Student’s SSN changes,
leave the previously-reported SSN in the ‘Student’s
Social Security Number’ field, and report the new SSN
here.
May be a real or pseudo Social Security Number. A
pseudo SSN may not be used in place of a valid one if
the Data Provider has the valid SSN.
Whenever a real SSN is located for a borrower, the Data
Provider must change the Pseudo SSN to the real SSN.
SSN history should be maintained during SSN changes
and updates. All student loan records should be merged
into the current SSN by using the current and new
identifier fields.
Where a valid Social Security Number (SSN) is not on
file, a pseudo SSN must be generated for the record, as
follows:
The first position of the SSN must start with a 9 to
clearly identify the record as containing a dummy
SSN. The second, third, fourth, and fifth positions
must be the second, third, fourth, and fifth digits of
the OPE code. Each dummy SSN generated must be
unique for each student whose data is in the school’s
file in order to distinguish one student’s records with
a dummy SSN from another. The partial use of the
OPE code will help ED to distinguish between the
dummy SSN from another.
A dummy SSN may not be substituted for a valid
SSN if the school’s files contain the valid SSN.
If a psuedo SSN is used, populate the Student’s SSN
June 2018
A–52
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Student’s Social Security Number
Indicator (Field 269) with a P.
Whenever a Social Security Number is reported, the
system checks whether the number has already been
reported to NSLDS. If not, the student is added to
NSLDS. If it was previously reported, NSLDS uses the
following match logic to confirm the identity of the
person.
1. First Name and Date of Birth (DOB) matches.
First Name
Three of first four characters of first name on
incoming record (excluding punctuation and spaces)
match three of four characters of first name
(excluding punctuation and spaces) in NSLDS
(current or history), or alias matches exactly. The
letters must match in the same sequence. If fewer
than three characters, all characters must match; and
Date of Birth
Year matches exactly; or
Year matches plus or minus one, with month
matching exactly; or
Year matches plus or minus ten, with month and day
matching exactly; or
Incoming DOB is real and NSLDS’ DOB is one of the
following plug dates: 19000101, 18991231,
18581117, 19581117, 19040404, 19600101, or
19??1111, where ?? can be any year.
Note: When NSLDS performs the analysis on the three of
first four characters in first name or five of first seven
characters in last name, the letters must match in the
same sequence. For example, Nary and Mary would
match, as “ary” is in same sequential order. So would
Maty and Mary, as “may” is in the same sequential order.
2. Transposed first name and last name with DOB match.
Last Name
Three of the first four characters of last name on
incoming record (excluding punctuation and spaces)
June 2018
A–53
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Student’s Social Security Number
match three of first four characters of first name
(excluding punctuation and spaces) in NSLDS
(current or history); and
Date of Birth
Year matches exactly; or
Year matches plus or minus one, with month
matching exactly; or
Year matches plus or minus ten, with month and day
matching exactly; or
Incoming DOB is real and NSLDS’ DOB is one of the
following plug dates: 19000101, 18991231,
18581117, 19581117, 19040404, 19600101, or
19??1111, where ?? can be any year.
3. Match on first initial of first name when NSLDS’ first name
is only an initial and no other first names exist in NSLDS.
First Name
Incoming first name begins with same letter as
NSLDS’ first initial (a name that is an initial only or an
initial followed by a period, not a comma, and no
first name in history); and
Date of Birth
Exact match and is not a plug date: 19000101,
18991231, 18581117, 19581117, 19040404,
19600101, or 19??1111, where ?? can be any year.
(Note: If both incoming and NSLDS have same plug
date, this is considered an exact match.)
4. Match on first initial and part of last name with DOB
match.
First Name
First character of first name matches first character of
first name or first initial (current or history); and
Last Name
Five of first seven characters of last name (excluding
punctuation and spaces) match five of first seven
characters of last name (excluding punctuation and
spaces) in NSLDS (current or history). If fewer than
June 2018
A–54
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Student’s Social Security Number
five characters, all characters must match; and
Date of Birth
Year matches exactly; or
Year matches plus or minus one, with month
matching exactly; or
Year matches plus or minus ten, with month and day
matching exactly; or
Incoming DOB is real and NSLDS’ DOB is one of the
following plug dates: 19000101, 18991231,
18581117, 19581117, 19040404, 19600101, or
19??1111, where ?? can be any year.
For loans or grants made before 1-1-1997, incoming
DOB is plug date and NSLDS DOB is a real date.
Note: When NSLDS performs the analysis on the three of
first four characters in first name or five of first seven
characters in last name, the letters must match in the
same sequence. For example, Nary and Mary would
match, as “ary” is in same sequential order. So would
Maty and Mary, as “may” is in the same sequential order.
5. Match on student SSN, and a single loan or grant
overpayment is found using the non-student related
identifiers. This loan or grant overpayment was last reported
on by the current provider.
June 2018
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed. To
permit this, you must fill all the New Identifier fields for
this loan with the values that they should contain
whether those values are new ones or the ones that you
have been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
A–55
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Student’s Social Security Number
changes have passed NSLDS’ Load-Level Edits (e.g., they
do not appear on the subsequent Loan Process Error
File).
Part of Event Type:
Companion Field(s):
Loan Identifier Change/Student Identifier Change.
[Linked through edit]
New Date of Student’s Birth (242)
New Student’s First Name (243)
Student’s Last Name (268)
Student’s Social Security Number Indicator (269)
Identifier Fields:
Code for Original School (220)
Student’s Social Security Number (221)
Date of Student’s Birth (222)
Student’s First Name (223)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
Remaining New Identifier Fields:
New Code for Original School (240)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Default Value / Use:
Report blanks when Loan Identifier information has not
changed.
Reporting:
Report in regular monthly update if loan identifier has
changed.
June 2018
A–56
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Student’s Social Security Number
Edit
Level:
Verifies:
Domain
-Level
Error
All New Identifier
fields are populated
if any one of the
New Identifier fields
is populated.
Error:
Error
No.:
Error Message:
Value
missing.
1212
New Student SSN is required.
Record- If Student’s SSN
Level
Indicator is R (Real),
Error
this field must be
numeric and not
zeros.
Is not
numeric or is
all zeros.
1135
Invalid New Student SSN.
LoadLevel
Error
Conflicting
information
exists.
1250
New Student SSN currently
used by another student.
NSLDS determines
whether conflicting
data exists with
respect to that SSN
number. (See
comments.)
Date Revised:
June 2018
10-16-2006
A–57
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Date of Student’s Birth
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
No
No
Date
8
67-74
242
Description:
Date when a Title IV aid recipient was born.
Comments:
This field must be populated with 00000000 unless one
or more of the identifier attributes have changed since
previous submittal. When the student’s birth date
changes, leave the previously-reported date in the ‘Date
of Student’s Birth’ field, and report the new date here.
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed.
Therefore, fill all the New Identifier fields for this loan
with the values that they should contain whether those
values are new ones or the ones that you have been
reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level Edits (e.g., they
do not appear on the subsequent Loan Process Error
File).
Part of Event Type:
Companion Field(s):
June 2018
Student Identifier Change.
[Linked through edit]
Submittal (Extract) Date (204) (on Header)
Initial Load Date (206) (on Header)
New Date of First Disbursement (245)
[Edit on related field]
New Student’s Social Security Number (241)
Identifier Fields:
Code for Original School (220)
Student’s Social Security Number (221)
A–58
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Date of Student’s Birth
Date of Student’s Birth (222)
Student’s First Name (223)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
Remaining New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Default Value / Use:
Report 00000000 if Loan Identifier information has not
changed.
Reporting:
Report in regular monthly update if loan identifier has
changed.
Edit
Level:
Verifies:
Error:
Domain
-Level
Error
Must be a valid
date.
Domain
-Level
Error
All New Identifier Value missing.
fields must be
populated if any
one of the New
Identifier fields is
populated.
Record- Plug date is not
Level
allowed if New
Error
Date of First
Disbursement is
after Initial Load
Date.
Invalid date.
Invalid use of
plug date.
Record- CCYY of New
CCYY is later
Level
Date of Student’s than current
Error
Birth must be
year.
earlier than
Submittal
(Extract) Date.
June 2018
A–59
Error
No.:
Error Message:
1136
Invalid New Date of Student Birth.
1213
New Date of Student Birth is
required.
1103
19000101 invalid when Date of
First Disb > Initial Load Dt
1281
Year of New Date of Student Birth
must be < Submittal Date.
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Date of Student’s Birth
Record- Upper bounds
Level
reasonability
Error
check of
student’s age.
New Date of
First
Disbursement
minus 90 years
is before Date
of Student’s
Birth.
1389
New Dt of Stu’s Birth must be > =
New Dt of 1st Disb. - 90 yrs.
Record- Lower bounds
Level
reasonability
Error
check of the
student’s age.
New Date of
First
Disbursement
minus 12 years
is after New
Date of
Student’s Birth.
1390
New Dt. Of Stu’s Birth must be
<= New Dt. of 1st Disb - 12 yrs.
Date Revised:
June 2018
10-16-2006
A–60
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Student’s First Name
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
Yes
No
Charact
er
12
75-86
243
Description:
First name of a Title IV aid recipient.
Comments:
This field must be populated with spaces unless one or
more of the identifier attributes have changed since
previous submittal. When the first name changes, leave
the previously-reported name in the ‘Student’s First
Name’ field, and report the new name here.
If the first name exceeds 12 characters, drop characters
in excess of 12.
If Student has no first name, this field must contain
NFN.
Do not enter personal titles (e.g., Mr., Mrs., Dr., Lt., etc.)
in this field.
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed.
Therefore, fill all the New Identifier fields for this loan
with the values that they should contain whether
those values are new ones or the ones that you have
been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level edits (e.g.,
they do not appear on the subsequent Loan Process
Error File).
Part of Event Type:
Companion Field(s):
June 2018
Student Identifier Change.
[Edit on related field]
New Student’s Social Security Number (241)
A–61
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Student’s First Name
Identifier Fields:
Code for Original School (220)
Student’s Social Security Number (221)
Date of Student’s Birth (222)
Student’s First Name (223)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
Remaining New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Type of Loan/Other Aid (244)
New Date of First Disbursement (245)
Default Value / Use:
Report blanks when Loan Identifier information has not
changed.
Reporting:
Report in regular monthly update if loan identifier has
changed.
Edit
Level:
Verifies:
Error:
Error
No.:
Domain
-Level
Error
Must be leftjustified.
Is not leftjustified.
1127
Field must be left-justified.
Domain
-Level
Error
All New Identifier
fields must be
populated if any
one of the New
Identifier fields is
populated.
Value missing.
1214
New Student First Name is
required.
Date Revised:
June 2018
Error Message:
10-16-2006
A–62
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Type of Loan/Other Aid
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
No
No
Characte
r
2
87–88
244
Description:
Code indicating type of aid received.
Comments:
This field must be populated with spaces unless one or
more of the identifier attributes have changed since
previous submittal. When the loan type changes, leave
the previously-reported code in the Type of Loan/Other
Aid field, and report the new code here.
Must be a valid code from Loan Type Codes (Appendix
B-1).
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed.
Therefore, fill ALL the New Identifier fields (listed below)
for this loan with the values that they should contain
whether those values are new ones or the ones that you
have been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level edits (e.g., they
do not appear on the subsequent Load-Level Error
Report).
Part of Event Type:
Companion Field(s):
June 2018
Loan Identifier Change.
[Edit on related field]
New Date of First Disbursement (245)
Identifier Fields:
Code for Original School (220)
Student’s Social Security Number (221)
Date of Student’s Birth (222)
A–63
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Type of Loan/Other Aid
Student’s First Name (223)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
Remaining New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Date of First Disbursement (245)
Default Value / Use:
Report blanks when Loan Identifier information has not
changed.
Reporting:
Report in regular monthly update if loan identifier has
changed.
Edit
Level:
Domain
-Level
Error
Verifies:
Error:
Error
No.:
All New Identifier Value missing.
fields must be
populated if any
one of the New
Identifier fields is
populated.
Record- Must be a valid
Level
code from the
Error
Loan Type Code
table.
Date Revised:
June 2018
Invalid code.
Error Message:
1215
New Type of Loan/Other Aid is
required.
1216
Invalid New Type of Loan/Other
Aid.
10-16-2006
A–64
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Date of First Disbursement
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
Yes
No
No
Date
8
89-96
245
Description:
Date on which the first disbursement was made on a loan or
grant overpayment.
Comments:
This field must be populated with 00000000 unless one
or more of the identifier attributes have changed since
previous submittal. When the Date of First Disbursement
changes, leave the previously-reported date in the ‘Date
of First Disbursement’ field, and report the new date
here.
Changes made to Loan Identifier fields are mapped as a
block, so when the information contained in one of the
key data elements is changed, the information
belonging in all of them must be re-confirmed. To
permit this, you must fill all the New Identifier fields for
this loan with the values that they should contain
whether those values are new ones or the ones that you
have been reporting all along.
Changes made to Identifiers are processed before Past
Period Change records are processed. Therefore, if you
are submitting an Identifier change and a PPC against
the same loan record in the same reporting cycle, the
PPC should refer to the New Identifiers, not the old. We
recommend submitting PPC changes after the Identifier
changes have passed NSLDS’ Load-Level Edits (e.g., they
do not appear on the subsequent Loan Process Error
File).
Part of Event Type:
Companion Field(s):
June 2018
Loan Identifier Change.
[Edit on related field]
New Date of Student’s Birth (242)
[Linked through edit]
Submittal (Extract) Date on Header (204)
New Type of Loan/Other Aid (244)
Identifier Fields:
Code for Original School (220)
Student’s Social Security Number (221)
A–65
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Date of First Disbursement
Date of Student’s Birth (222)
Student’s First Name (223)
Type of Loan/Other Aid (224)
Date of First Disbursement (225)
Remaining New Identifier Fields:
New Code for Original School (240)
New Student’s Social Security Number (241)
New Date of Student’s Birth (242)
New Student’s First Name (243)
New Type of Loan/Other Aid (244)
Default Value / Use:
Report zeros when Loan Identifier information has not
changed.
Reporting:
Report in regular monthly update if loan identifier has
changed.
Edit
Level:
Verifies:
Error:
Domain
-Level
Error
Must be a valid
date.
Domain
-Level
Error
All New Identifier Value missing.
fields must be
populated if any
one of the New
Identifier fields is
populated.
Record- New Date of First
Level
Disbursement for
Error
DU loans is on or
after 19580101.
June 2018
Invalid date.
New Date of
First
Disbursement
for DU loans is
before loan
program
existed,
19580101.
A–66
Error
No.:
Error Message:
1196
Invalid New Date of First
Disbursement.
1210
New Date of First Disbursement is
required.
1382
New Date of 1st Disb for DU loan
must be > = 19580101.
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Date of First Disbursement
Record- New Date of First
Level
Disbursement for
Error
NU loans is on or
after 19720701.
New Date of
First
Disbursement
for NU loans is
before loan
program
existed,
19720701.
1383
New Date of 1st Disb for NU loans
must be > = 19720701.
Record- New Date of First
Level
Disbursement for
Error
PU loans is on or
after 19870101.
New Date of
First
Disbursement
for PU loans is
before loan
program
existed,
19870101.
1384
New Date of 1st Disb for PU loan
must be > = 19870101.
Record- New Date of First
Level
Disbursement for
Error
EU loans is on or
after 19950701.
New Date of
First
Disbursement
for EU loans is
before loan
program
existed,
19950701.
1385
New Date of 1st Disb for EU loan
must be > = 19950701.
Record- New Date of First
Level
Disbursement for
Error
SE overpayments
is on or after
19580101.
New Date of
First
Disbursement
for SE
overpayments
is before loan
program
existed,
19580101.
1386
New Date of 1st Disb for SE
Overpmts must be > = 19580101.
June 2018
A–67
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
New Date of First Disbursement
Record- New Date of First
Level
Disbursement for
Error
DU loans is on or
before
19720630.
New Date of
First
Disbursement
for DU loans is
after loan
program
ended,
19720630.
1387
New Date of 1st Disb for DU loans
must be < = 19720630.
Record- New Date of First
Level
Disbursement is
Error
a future date. A
loan may not be
reported before
it is disbursed.
New Date of
First
Disbursement
is after
Submittal
(Extract) Date.
1388
New Date of First Disbursement
must be < = Submittal Date.
Record- New Date of First
Level
Disbursement for
Error
NU, EU, and IC
loans is before
20041031.
Date of First
Disbursement
for NU, EU, and
IC loans is after
20041031.
1432
New Date of First Disbursement
for NU, EU, and IC loans must be
<= 20041031.
LoadLevel
Error
New Identifiers
match an
existing loan
on NSLDS.
1171
Loan already exists, cannot
change key.
Verifies a loan
with the same
identifiers does
not already exist
on NSLDS.
Date Revised:
June 2018
03-29-2018
A–68
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Entered Repayment (Date of Maturity)
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Date
8
97-104
260
Description:
Date when loan entered repayment or is scheduled to enter
repayment.
Comments:
Report the day after the end of the initial grace period,
regardless of whether the borrower actually begins
making payments that day (or report an earlier date if
the borrower is granted a repayment schedule that
starts before then).
Once the loan has entered repayment for the first time,
this date should not be changed, except to correct an
error. (Do not replace an original Date Entered
Repayment with the date associated with a new loan, or
the date the borrower resumes repayment after
deferment or forbearance.)
Part of Event Type:
Not part of an event.
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Domain
-Level
Error
Must always be filled for loans. Use default value of
00000000 for grant overpayments.
Report in regular monthly update.
Verifies:
Must be a valid date.
Record- Must be reported.
Level
Error
June 2018
[Linked through edit]
Date of First Disbursement (225)
Date of Disbursement (266)
[Edit on related field]
Date of Loan Status (262)
Date Deferment Starts (277)
Error:
Erro
r
No.:
Invalid date.
114
3
Invalid Date Entered
Repayment.
Contains zeros.
119
7
Date Entered Repayment
is required.
A–69
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Entered Repayment (Date of Maturity)
Record- CCYY must be same
Level
or later than Date of
Error
First Disbursement
CCYY.
Contains wrong
value.
126
3
Year must be > or = Year
in Date of First
Disbursement.
Record- Is not reported for
Level
grant overpayments.
Error
Is not zeros.
128
2
Date Entered Repayment
is not used for Grants.
Record- Date Entered
Level
Repayment is on or
Error
after Date of
Disbursement.
Date Entered
Repayment is
before Date of
Disbursement.
139
4
Date Entered Repayment
must be > = Date of
Disbursement.
Record- Reasonability check to
Level
validate that Date
Error
Entered Repayment is
properly set.
Date Entered
Repayment is after
Date of First
Disbursement plus
15 years.
139
5
Dt Entered Repayment
must be < = Dt of 1st Disb
+15 yrs.
Date Revised:
June 2018
10-16-2006
A–70
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Loan
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeri
c
6
105-110
261
Description:
The amount of Perkins loan awarded or disbursed to a
student.
Comments:
Report whole dollars, no cents (e.g., $2,500.25 as
‘002500’).
Deduct from the amount disbursed any refunds,
repayments, or recoveries that have been returned due
to an overpayment or student withdrawal. Do not
deduct prepayments or payments made according to a
repayment schedule.
For loans made before July 23, 1992, report the
cumulative net amount disbursed as recorded in the
school or servicer system (e.g., loans do need to be
unbundled).
For loans made on or after July 23, 1992, a separate loan
must be reported whenever the terms and conditions of
the loan change.
For loans made on or after July 1,2008, a separate loan
must be reported for each award year, (Edit 1204 has
been deleted)
The Amount of Disbursement and the Amount of Loan
are no longer required to be equal.
Part of Event Type:
Companion Field(s):
Default Value / Use:
Reporting:
Edit Level:
June 2018
Verifies:
Not part of an event.
[Edit on related field]
Amount of Outstanding Principal Balance (284)
Amount of Cancellation (265)
Amount of Disbursement (267)
Must always be filled for loans. Use default value of 000000
for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
A–71
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Loan
DomainLevel Error
Must be
numeric.
Is not numeric.
1209
Invalid Amount of Loan.
RecordLevel Error
Must be
reported.
Contains zeros.
1108
Amount of Loan is required.
RecordLevel Error
Is not
reported for
grant
overpaymen
ts.
Is not zeros.
1286
Amount of Loan is not used for
Grants.
RecordLevel Error
The
maximum
amount of
loan a
student can
receive is
not
exceeded.(F
or loans
made prior
to July
1,2008)
Amount of
Loan is greater
than 40,000.
1419
Amount of Loan must be < =
40000.
RecordLevel Error
The
maximum
amount of
undergradua
te
If Academic
level is 1-5
Amount of
Loan is greater
than 6,600.
1439
Amount of Loan Amount <=
6,600.
Level loan a
student can
receive for
loans made
on or after
July 1,2008 is
exceeded.
June 2018
A–72
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Loan
RecordLevel Error
Date Revised:
June 2018
The
maximum
amount of
graduate
level loan a
student can
receive for
loans made
on or after
July 1, 2008
is exceeded.
If Academic
level is
A,B,C,D,of G
Amount of
Loan is greater
than 9,600.
1440
Amount of Loan must be <=
9,600.
04-17-2008
A–73
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Loan Status
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Date
8
111-118
262
Description:
Date when the current Code for Loan Status became
effective.
Comments:
Specific instructions regarding the date to report in
conjunction with each loan status code are provided in
Loan Status Codes (Appendix B-2).
For Closed Loans, Date of Loan Status must equal Date
of Outstanding Principal Balance.
Do not change the Date of Loan Status if the Loan
Status code does not change.
To nullify a Perkins loan, report the loan identifiers,
setting the loan status to CA, and setting the Loan
Status Date to the date the loan was nullified. All other
fields in the record may be set to default values. The
loan will be nullified (status changed to CA) and the
dollar values set to zero.
Part of Event Type:
Change in Loan Status.
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Domain
-Level
Error
Verifies:
Must be a valid
date (if not
zeros).
June 2018
[Linked through event]
Code for Loan Status (263)
[Linked through edit]
Date Entered Repayment (260)
Date of First Disbursement (225)
Date Enrollment Period Begins (273)
Submittal (Extract) Date on Header (204)
Must always be filled for loans. Use default value of
00000000 for grant overpayments.
Report actual value as new loan or change in loan status
occurs.
Error:
Error
No.:
Invalid date.
1140
A–74
Error Message:
Invalid Date of Loan Status.
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Loan Status
Record- Must be
Level
reported.
Error
Contains zeros.
1120
Date of Loan Status is required.
Record- Is not reported
Level
for grant
Error
overpayments.
Is not zeros.
1283
Date of Loan Status is not used
for Grants.
Record- Loans closed
Level
before October
Error
1, 1989 are not
reported to
NSLDS unless
they are
reported in a CA
status.
Date of Loan
Status is before
19891001 for
loans not in a
CA status.
1396
Loan closed prior to 19891001
must be reported as cancelled.
Record- Loan enters
Level
repayment
Error
before a
repayment,
bankruptcy, or
default status is
valid.
Code for Loan
Status is equal
to RP, FB, DF,
DB, DA, BC, DC,
DK, DP, DS, DD,
DW, XD and
Date of Loan
Status is before
Date Entered
Repayment.
1397
Based on Loan status, Date must
be >= Date Entered Repayment
Record- ID loan status is
Level
the only valid
Error
loan status on or
prior to Date of
First
Disbursement of
loan.
Code for Loan
Status is not
equal to ID and
Date for Loan
Status is on or
before Date of
First
Disbursement.
1398
Based on Loan status, Date must
be > Date of 1st Disb
Record- Date is not in the
Level
future. Only
Error
events that have
occurred should
be reported.
Date of Loan
Status is after
the Submittal
(Extract) Date.
1399
Date of Loan Status must be <=
Submittal Date.
June 2018
A–75
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Loan Status
Record- Loans in an inLevel
school status (ID)
Error
are reported with
the proper date
in relationship to
disbursement
and enrollment
period began
date.
If Code for
Loan Status is
ID and Date of
Loan Status is
before Date of
First
Disbursement
and not the
same as the
Enrollment
Period Begin
Date.
1424
For ID stat, must be >= Dt 1st
Disb or = Enrol Per Beg Dt
Record- Loans in an inLevel
school status (IA)
Error
are reported with
the proper date
in relationship to
disbursement
If Code for
Loan Status is
IA and Date of
Loan Status is
before Date of
First
Disbursement
1429
For IA stat, must be = Dt of 1st
Disb
Date Revised:
June 2018
10-16-2006
A–76
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Code for Loan Status
Loan
Identifier:
History
Kept:
Date
Sequence Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Character
2
119-120
263
Description:
Code for current status of a loan.
Comments:
Must be a valid code from Loan Status Codes (Appendix
B-2).
To nullify a Perkins loan, report the loan identifiers,
setting the loan status to CA, and setting the Loan
Status Date to the date the loan was nullified. All other
fields in the record may be set to default values. The
loan will be nullified (status changed to CA) and the
dollar values set to zero.
A loan must be successfully reported to NSLDS with a
valid Loan Status Code (other than AE) before the loan
can be reported as assigned to ED. Loans first reported
in an AE status (i.e., assigned to ED) will be rejected.
Part of Event Type:
Change in Loan Status
Companion Field(s):
[Linked through event]
Date of Loan Status (262)
[Edit on related field]
Amount of Disbursement (267)
Date Deferment Starts (277)
Default Value / Use:
Must always be filled for loans. Use default value of spaces
for grant overpayments.
Reporting:
For initial population, report code for most current loan
status. For subsequent updates, report in regular monthly
update as loan status changes occur.
Edit
Level:
Verifies:
Record- Must be
Level
reported.
Error
June 2018
Error:
Error
No.:
Is blank.
1112
A–77
Error Message:
Code for Loan Status is required.
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Code for Loan Status
Record- Must be a valid
Level
code from the
Error
Loan Status
Code Table.
Invalid code.
1151
Invalid Code for Loan Status.
Record- Is not reported
Level
for grant
Error
overpayments.
Is not blank.
1287
Code for Loan Status is not used
for Grants.
LoadLevel
Error
AE reported on
a loan not
already in
NSLDS
database.
1428
AE loan status not valid on first
reporting of loan.
Loan was
successfully
reported to
NSLDS with a
valid Loan Status
Code before the
loan is reported
as assigned to
ED.
Date Revised:
June 2018
10-16-2006
A–78
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Cancellation
Loan
Identifier:
History Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
Yes
Date
8
121-128
264
Description:
Date for which a loan or partial loan qualified for
cancellation.
Comments:
Report the date when borrower met the conditions for
canceling part or all of the debt.
Use 00000000 for default value if no cancellation has
occurred.
If you report a Date of Cancellation, there must be
corresponding values in Amount of Cancellation and
Type of Cancellation.
For Closed Loans, Date of Cancellation should be the
same date as Date of Loan Status and Date of
Outstanding Principal Balance.
Part of Event Type:
Loan Cancellation
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Domain
-Level
Error
Verifies:
Must be a valid
date (if not
zeros).
June 2018
[Linked through edit]
Submittal (Extract) Date on Header (204)
Date of First Disbursement (225)
Code for Loan Status (263)
[Linked through event]
Amount of Cancellation (265)
Type of Cancellation (288)
Report 00000000 if cancellation has not occurred. Must
always be filled for loans with a cancellation. Use default
value of 00000000 for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
Invalid date.
1141
A–79
Error Message:
Invalid Date of Cancellation.
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Cancellation
Record- Must be
Level
reported if there
Error
is a
corresponding
value in Amount
of Cancellation
and/or Type of
Cancellation.
Is zeros.
1119
Date of Loan Cancellation is
required.
Record- A date is not
Level
reported for
Error
grant
overpayments.
Is not zeros.
1319
Date of Cancellation is not used
for grants.
Record- Date is not in the
Level
future. Only
Error
events that have
occurred should
be reported.
Date of
Cancellation is
after Submittal
(Extract) Date.
1403
Date of Cancellation must be < =
Submittal Date.
Record- Cancellation may
Level
not occur before
Error
a loan is
disbursed.
Date of
Cancellation is
before Date of
First
Disbursement.
1422
Date of Cancellation must be > =
Date of First Disbursement.
LoadLevel
Error
Date Sequence
Error.
1360
Date must be > preceding date.
Date change falls
in acceptable
range in relation
to historical data.
Date Revised:
June 2018
10-16-2006
A–80
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Cancellation
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Numeri
c
6
129-134
265
Description:
The cumulative amount of loan that was canceled.
Comments:
A loan is canceled, in full or in part, due to service in the
following areas: (1) teaching, (2) military, (3) law
enforcement, (4) volunteer (e.g., VISTA or Peace Corps),
(5) defense teacher/military prior to 1972, (6) subject
matter area, (7) early intervention, or (8) nurse/medical
technician. A loan may also be canceled, in full or in part,
due to borrower death, disability, or bankruptcy.
Report whole dollars, no cents (e.g., report $2,500.25 as
‘002500’).
Use 00000000 for default value if no cancellation has
occurred.
If you report an Amount of Cancellation, there must be
corresponding values in Date of Cancellation and Type
of Cancellation.
Part of Event Type:
Loan Cancellation
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Domain
-Level
Error
Verifies:
Must be
numeric.
June 2018
[Linked through edit]
Amount of Loan (261)
[Linked through event]
Date of Cancellation (264)
Type of Cancellation (288)
Report 000000 if cancellation has not occurred. Must always
be filled for loans with a cancellation. Use default value of
00000000 for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
Is not numeric.
1207
A–81
Error Message:
Invalid Amount of Cancellation.
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Cancellation
Record- If Loan Status is
Level
not CA, amount
Error
of Cancellation is
equal to or less
than Amount of
Loan.
Amount of
Cancellation is
greater than
Amount of
Loan.
1102
Amount of Cancellation must be
< or = Amount of Loan
Record- Must be
Level
reported if there
Error
are
corresponding
values in Date of
Cancellation
and/or Type of
Cancellation.
Contains zeros.
1105
Amount of Cancellation for Loan
is required.
1359
Amount of Cancellation is not
used for Grants.
Record- An amount is not Is not zeros.
Level
reported for
Error
grant
overpayments.
Date Revised:
June 2018
10-16-2006
A–82
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Disbursement
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
Yes
Date
8
135-142
266
Description:
Date when latest loan disbursement was made.
Comments:
Report the date on which the latest loan disbursement
was made or the loan funds were released to the
student.
Use actual date of disbursement. If you do not have the
Date of Disbursement and Date of First Disbursement is
prior to July 23, 1992, then you may plug this field with
19000101.
The Date of Disbursement will be the same as the Date
of First Disbursement for the initial disbursement on a
loan. The dates will differ on all subsequent
disbursements.
Do not replace a previously-reported actual value with a
plug or default value.
Part of Event Type:
Disbursement
Companion Field(s):
[Edit on related field]
Date Entered Repayment (260)
Date Deferment Starts (277)
[Linked through edit]
Submittal (Extract) Date on Header (204)
Date of First Disbursement (225)
Date Enrollment Period Ends (274)
Default Value / Use:
Reporting:
Edit
Level:
June 2018
Verifies:
[Linked through event]
Amount of Disbursement (267)
Must always be filled for loans. Use default value of 000000
for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
A–83
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Disbursement
Domain
-Level
Error
Must be a valid
date (if not
zeros).
Invalid date.
1142
Invalid Date of Disbursement
Record- A plug date may
Level
not be used for
Error
loans first
disbursed on or
after July 23,
1992.
Contains plug
date.
1106
19000101 invalid when Date of
First Disb > or = 19920723.
Record- Must be
Level
reported if there
Error
is a
corresponding
value in Amount
of Disbursement.
Contains zeros.
1118
Date of Disbursement is required.
Record- A date is not
Level
reported for
Error
grant
overpayments.
Is not zeros.
1320
Date of Disbursement is not used
for grants.
Record- Disbursement
Level
did not occur
Error
before the Date
of First
Disbursement.
Date of
Disbursement
is before Date
of First
Disbursement.
1400
Date of Disbursement must be >
= Date of First Disbursement.
Record- Date of
Level
Disbursement is
Error
on or before
Submittal
(Extract) Date.
Date of
Disbursement
is after
Submittal
(Extract) Date.
1401
Date of Disbursement must be <
= Submittal Date.
Record- Date of
Level
Disbursement is
Error
on or before
Date Enrollment
Period Ends plus
90 days.
Date of
Disbursement
is after Date
Enrollment
Period Ends
plus 90 days.
1402
Date of Disbursement must be <
= Dt Enroll Period Ends + 90 days.
June 2018
A–84
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Disbursement
LoadLevel
Error
Date change falls Date Sequence
in acceptable
Error.
range in relation
to historical data.
1360
Date must be > preceding date.
LoadLevel
Error
A plug date can
not supplant a
previouslyreported actual
date.
1361
Def value for this field cannot
modify a real value.
Date Revised:
June 2018
Plug date used.
10-16-2006
A–85
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Disbursement
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Numeri
c
6
143-148
267
Description:
The cumulative net amount of loan actually disbursed to a
student.
Comments:
Report whole dollars, no cents (e.g., $2,500.25 as
‘002500’).
Amount of Disbursement must be less than or equal to
the Amount of Loan.
Deduct from the amount disbursed any refunds,
repayments, or recoveries that have been returned due
to an overpayment or student withdrawal. Do not
deduct prepayments or payments made according to a
repayment schedule.
For loans made before July 23, 1992, report the
cumulative net amount disbursed as recorded in the
school or servicer system (e.g., loans do need to be
unbundled).
For loans made on or after July 23, 1992, a separate loan
must be reported whenever the terms and conditions of
the loan change.
For loans made on or after July 1, 2008 a separate loan
must be reported for each award year.
The Amount of Disbursement and the Amount of Loan
are no longer required to be equal.
Part of Event Type:
Disbursement.
Companion Field(s):
[Linked through edit]
Amount of Loan (261)
[Linked through event]
Date of Disbursement (266)
Default Value / Use:
Reporting:
June 2018
Must always be filled for loans. Use default value of 000000
for grant overpayments.
Report in regular monthly update.
A–86
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Disbursement
Edit
Level:
Error:
Error
No.:
Error Message:
Is not numeric.
1205
Invalid Amount of Disbursement.
Is zeros.
1107
Amount of Disbursement
required.
Record- An amount is not Is not zeros.
Level
reported for
Error
grant
overpayments.
1328
Amount of Disbursement is not
used for Grants.
Record- Amount of
Level
Disbursement
Error
does not exceed
Amount of Loan.
1438
Amount of Disbursement must be
<= equal to Amount of Loan.
Domain
-Level
Error
Verifies:
Must be
numeric.
Record- Must be a
Level
positive amount
Error
if Loan Status is
not CA.
Date Revised:
June 2018
Amount of
Disbursement
is greater than
Amount of
Loan
04-17-2008
A–87
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Last Name
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Characte
r
35
149-183
268
Description:
Current last name of a Title IV aid recipient.
Comments:
If the last name exceeds 35 characters, drop characters
in excess of 35.
If the student does not have a last name, this field must
be populated with the value NLN.
Part of Event Type:
Not part of an event.
Companion Field(s):
Default Value / Use:
Must always be filled.
Reporting:
Edit
Level:
Domain
-Level
Error
[Edit on related field]
Student’s Social Security Number (221)
New Student’s Social Security Number (241)
Report in regular monthly update.
Verifies:
Error:
Error
No.:
Must be leftjustified.
Is not leftjustified.
1238
Field must be left-justified.
Is blank.
1237
Student Last Name is required.
Record- Must be
Level
reported.
Error
Date Revised:
June 2018
Error Message:
10-16-2006
A–88
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Social Security Number Indicator
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Characte
r
1
184
269
Description:
Indicates whether Student’s Social Security Number is
pseudo SSN, or real number.
Comments:
Report R for Real, P for Pseudo.
Part of Event Type:
Not part of an event.
Companion Field(s):
Default Value / Use:
Must always be filled.
Reporting:
Edit
Level:
Verifies:
[Edit on related field]
Student’s Social Security Number (221)
New Student’s Social Security Number (241)
Report in regular monthly update.
Error:
Record
-Level
Error
Must be R or P.
Record
-Level
Error
Must be reported. Is blank.
Date Revised:
June 2018
Error
No.:
Contains
wrong value.
Error Message:
1156
Invalid Student Social Security
Number Indicator.
1180
Student Social Security Number
Indicator is required.
10-16-2006
A–89
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Academic Level
Loan
Identifier:
History
Kept:
Date
Sequence Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Character
1
185-185
270
Description:
Student’s academic or grade level at the school at the time
the award year loan was disbursed. The student academic
level, as reported with the first disbursement of the loan will
be used to determine the student’s annual loan limit.
Comments:
Must be valid code from the Academic Codes Table
(Appendix B Table-13)
May use plug value of ‘N” if Date of First Disbursement is
prior to July 1, 2008. Do not use ‘N’ for loans on or after July
1, 2008..
Part of Event Type:
Not part of an event.
Companion Field(s):
[Linked through edit]
Date of First Disbursement (225).
Default Value / Use:
Reporting:
Must be N for loans. Use default value of space for grant
overpayments.
Report in regular monthly update.
Edit
Level:
Verifies:
Record
-Level
Error
Academic level is
not reported for
grant
overpayments.
Not equal to
spaces.
1288
Student Academic Level is not
used for Grants.
Record
-Level
Error
Academic level is
reported for
loans, must be a
valid code from
Academic Level
Codes B-13, on or
after July 1, 2008.
Is not a valid
value.
1437
Academic Level must be reported
for loans on or after July 1, 2008
Date Revised:
June 2018
Error:
Error
No.:
Error Message:
Must be a
value from
Table B-13.
04-17-2008
A–90
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Indicator of Grant Overpayment
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Characte
r
1
186
271
Description:
Indicator that a student owes an overpayment on a grant.
Comments:
FSEOG data should be reported only for students who
owe overpayments and for students who subsequently
repay these debts.
Value must by Y (yes) or R (repaid in full).
If there is an R in this field, there must be a
corresponding value in Date Grant Overpayment Repaid.
Part of Event Type:
Grant overpayment.
Companion Field(s):
Default Value / Use:
Must be Y or R for grant overpayments. Use default value of
space for loans or if no grant overpayment has occurred.
Reporting:
Edit
Level:
Verifies:
Record
-Level
Error
Must be reported
for Grant
Overpayments.
Record
-Level
Error
Record
-Level
Error
[Edit on related field]
Date Grant Overpayment Repaid (272)
Report in regular monthly update.
Error
No.:
Error Message:
Is blank.
1130
Indicator of Grant Overpayment is
required.
Equal to Y or R.
Invalid Code.
1132
Invalid Indicator of Grant
Overpayment.
For loans, must
be spaces.
Not spaces.
1290
Indicator of Grant Overpayment is
not used for loans.
Date Revised:
June 2018
Error:
10-16-2006
A–91
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Grant Overpayment Repaid
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Date
8
187-194
272
Description:
Date on which an overpayment owed on a grant is repaid.
Comments:
If there is a value of R in Indicator of Grant Overpayment,
this field must be populated.
Part of Event Type:
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Verifies:
Grant overpayment.
[Linked through edit]
Date of First Disbursement (225)
Indicator Grant Overpayment (271)
Submittal (Extract) Date on Header (204)
Is a date if Indicator of Grant Overpayment is R. Use value
of 00000000 for loans or if no grant overpayment has
occurred or if indicator is Y.
Report in regular monthly update.
Error
No.:
Error Message:
Domai Must be a valid
Invalid date.
n-Level date (if not zeros).
Error
1133
Invalid Date Grant Overpayment
Repaid.
Record
-Level
Error
Must be reported Is zeros.
if Indicator of
Grant
Overpayment is R.
1122
Date Grant Overpayment Repaid
is required
Record
-Level
Error
Date is not in the
future. Only
events that have
occurred should
be reported.
After Submittal
(Extract) Date on
header.
1254
Dt Grant Overpayment Repaid
must be < or = Submittal Dt.
Record
-Level
Error
For loans, must
equal zeros.
Not zeros.
1291
Date Grant Overpayment Repaid
is not used for loans.
June 2018
Error:
A–92
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Grant Overpayment Repaid
Record
-Level
Error
Date Grant
Overpayment
Repaid is on or
after Date of First
Disbursement.
Date Revised:
June 2018
Date Grant
Overpayment
Repaid is before
Date of First
Disbursement.
1416
Date Grant Overpayment Repaid
must be >= Date of 1st
Disbursement.
10-16-2006
A–93
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Enrollment Period Begins
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Date
8
195-202
273
Description:
Date when classes are (or were) to begin for the period
covered by the loan.
Comments:
Report the date classes start during the academic term
in which the student receives the first disbursement on a
loan. This date will remain the same regardless of the
number of academic terms included in the loan.
If you do not have the Date Enrollment Period Begins
and the Date of First Disbursement is prior to July 23,
1992, then you may plug this field with 19000101.
For Loans made on or after July 23, 1992, report the date
if it is readily available. If not, you may plug this field
with July 1 and report the year of the award year in
which the first disbursement was made on the loan. For
example, for the 1993-94 Award Year, report July 1,
1993.
If Date of First Disbursement is greater than or equal to
July 23, 1992, (e.g., 19920723) then plug date 19000101
is not a valid value.
Do not replace a previously-reported actual value with a
plug or default value.
Part of Event Type:
Not part of an event.
Companion Field(s):
[Linked through edit]
Date of First Disbursement (225)
[Edit on related field]
Date of Loan Status (262)
Date Enrollment Period Ends (274)
Default Value / Use:
Reporting:
Edit
Level:
June 2018
Verifies:
Must always be filled for loans. Use default value of
00000000 for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
A–94
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Enrollment Period Begins
Domain
-Level
Error
Must be a valid
date (if not
zeros).
Invalid date.
1147
Invalid Date Enrollment Period
Begins.
Record- Plug date not
Level
used when Date
Error
of First
Disbursement is
on or after July
23, 1992.
Contains plug
date.
1106
19000101 invalid when Date of
First Disb > or = 19920723
Record- Must be
Level
reported on all
Error
loans.
Is zeros.
1198
Date Enrollment Period Begins is
required.
Record- Date is not
Level
reported for
Error
grant
overpayments.
Is not zeros.
1284
Date Enrollment Period Begins is
not used for grants.
Record- Date Enrollment
Level
Period begins is
Error
on or after Date
of First
Disbursement
minus 2 years.
Date
Enrollment
Period begins
is before Date
of First
Disbursement
minus 2 years.
1391
Date Enrollment Perd Begin must
be >= Dt. of 1st Disb - 2 yrs.
Record- Date Enrollment
Level
Period Begins is
Error
on or before
Date of First
Disbursement
plus 30 days.
Date
Enrollment
Period Begins
is after Date of
First
Disbursement
plus 30 days.
1392
Date Enrol Per Begin must be <=
Dt of 1st Disb + 30 days.
Date Revised:
June 2018
10-16-2006
A–95
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Enrollment Period Ends
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Date
8
203-210
274
Description:
Date when classes ended (or were to end) for the period
covered by loan.
Comments:
Report the date classes end for the academic term in
which the student receives the latest disbursement on a
loan. This date will change if disbursements are made in
a new academic term.
If you do not have the Date Enrollment Period Ends and
Date of First Disbursement is prior to July 23, 1992, then
you may plug this field with 19000101.
For Loans made on or after July 23, 1992, report the date
if it is readily available. If not, you may plug this field
with June 30 and report the year of the award year in
which the last disbursement in the Award Year was
made on the loan. For example, for the 1993-94 Award
Year, report June30, 1994.
If Date of First Disbursement is greater than or equal to
July 23, 1992, (e.g., 19920723) then plug date 19000101
is not a valid value.
Do not replace a previously-reported actual value with a
plug or default value.
Part of Event Type:
Not part of an event.
Companion Field(s):
[Edit on related field]
Date of disbursement (266)
Date Enrollment Period Begins (273)
Default Value / Use:
Reporting:
Edit
Level:
June 2018
Verifies:
Must always be filled for loans. Use default value of
00000000 for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
A–96
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Enrollment Period Ends
Domain
-Level
Error
Must be a valid
date (if not
zeros).
Invalid date.
1148
Invalid Date Enrollment Period
Ends.
Record- Date of First
Level
Disbursement is
Error
on or after July
23, 1992.
Contains plug
date.
1106
19000101 invalid when Date of
First Disb > or = 19920723
Record- Date Enrollment
Level
Period Ends is
Error
after Date
Enrollment
Period Begins.
Incoming Date
is before Date
Enrollment
Period Begins.
1125
Date must be later than Date
Enrollment Period Begins.
Record- Must be
Level
reported.
Error
Is zeros.
1199
Date Enrollment Period Ends is
required.
Record- Date is not
Level
reported for
Error
grant
overpayments.
Is not zeros.
1285
Date Enrollment Period Ends is
not used for Grants.
Record- Date Enrollment
Level
Period Ends is on
Error
or before Date
Enrollment
Period Begins
plus 15 years.
Date
Enrollment
Period Ends is
after Date
Enrollment
Period Begins
plus 15 years.
1393
Dt Enroll Per End must be <= Dt
Enrol Per Begin + 15 yrs.
Date Revised:
June 2018
10-16-2006
A–97
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Student’s Middle Initial
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Characte
r
1
211
275
Description:
Middle initial of a Title IV aid recipient.
Comments:
Report actual initial if known.
Part of Event Type:
Not part of an event.
Companion Field(s):
None.
Default Value / Use:
Report a blank if initial is not known or student has no
middle initial.
Reporting:
Edit
Level:
N/A
Report in regular monthly update.
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
A–98
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Type of Deferment
Loan
Identifier:
History
Kept:
Date
Sequence Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Character
2
212-213
276
Description:
One of the legal reasons for postponing repayment of loan
principal and/or interest.
Comments:
Must be a valid Deferment Type from Deferment Type
Codes (Appendix B-4).
If code for Loan Status has a value of DA and Date of
Loan Status is equal or greater than July 1, 1995,
(19950701), this field must be populated.
If this field contains a value other than spaces, there
must be corresponding values in Date Deferment Starts
and Date Deferment Stops.
You may, but are not required, discontinue reporting
Type of Deferment, Date Deferment Starts and Date
Deferment Stops after the deferment has ended. In this
case, populate these three fields with default values.
Part of Event Type:
Deferment
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
June 2018
Verifies:
[Linked through event]
Date Deferment Starts (277)
Date Deferment Stops (278)
[Linked through edit]
Date of First Disbursement (225)
Type of Loan/Other Aid (224)
Report spaces if deferment has not occurred or has expired
(Date Deferment Ends is in the past). Must always be filled
for loans with deferments that have not expired. Use default
value of spaces for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
A–99
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Type of Deferment
Record
-Level
Error
Cannot be blank if
there is a
corresponding value
in Date Deferment
Starts, Date
Deferment Stops, or
code for Loan Status
is DA and Date of
Loan Status is on or
after 19950701.
Is blank.
1182
Type of Deferment is required.
Record
-Level
Error
Date is not reported
for grant
overpayments.
Is not blank.
1332
Type of Deferment is not used for
Grants.
LoadLevel
Error
Must contain a valid Invalid
code from
Deferment
Deferment Type
type code.
Code table based on
Type of Loan/Other
Aid and Date of
Disbursement.
1158
Invalid Type of Deferment.
Date Revised:
June 2018
10-16-2006
A–100
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Deferment Starts
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
Yes
Date
8
214-221
277
Description:
Date when a legal deferment actually begins.
Comments:
For deferred loans, date must be on or after Date
Entered Repayment.
If there is a Date Deferment Starts, then there must be
corresponding values in the Type of Deferment and Date
Deferment Stops.
If code for Loan Status has a value of DA and Date of
Loan Status is equal or greater than July 1, 1995,
(19950701), this field must be populated.
The dates when deferments start and stop may overlap
for different periods in relation to another deferment
(e.g., First deferment [01-10-95 through 07-20-95] and
second deferment [07-01-95 through 12-30-95]).
Date sequence rules are still applied to this date in
relation to historical start-date data.
You may, but are not required, discontinue reporting
Type of Deferment, Date Deferment Starts and Date
Deferment Stops after the deferment has ended. In this
case, populate these three fields with default values.
Part of Event Type:
Deferment
Companion Field(s):
June 2018
[Linked through edit]
Submittal (Extract) Date on Header (204)
Date of First Disbursement (225)
Date Entered Repayment (Date of Maturity) (260)
Code for Loan Status (263)
Date of Disbursement (266)
[Linked through event]
Type of Deferment (276)
Date Deferment Stops (278)
A–101
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Deferment Starts
Default Value / Use:
Reporting:
Report 00000000 if deferment has not occurred or has
expired (Date Deferment Ends is in the past). Must always
be filled for loans with deferments that have not expired.
Use default value of 00000000 for grant overpayments.
Report in regular monthly update.
Edit
Level:
Verifies:
Domain
-Level
Error
Must be a valid date
(if not zeros).
Error
No.:
Error Message:
Invalid date.
1144
Invalid Date Deferment Starts.
Record- Can not be zeros if
Level
there is a
Error
corresponding value
in Date Deferment
Stops, Type of
Deferment, or Code
for Loan Status is
equal to DA or IP
and Date of Loan
Status is on or after
19950701.
Contains
zeros.
1115
Date Deferment Starts is
required.
Record- Date must be on or
Level
after Date Entered
Error
Repayment (Date of
Maturity).
Date
Deferment
Starts is before
Date Entered
Repayment.
1239
Date must be > or = Date
Entered Repayment.
Record- Date is not reported
Level
for grant
Error
overpayments.
Is not zeros.
1322
Date Deferment starts is not
used for Grants.
Record- Date Deferment
Level
Starts is on or after
Error
Date of
Disbursement.
Date
Deferment
Starts is before
Date of
Disbursement.
1404
Date Deferment Starts must be
>= Date of Disbursement.
June 2018
Error:
A–102
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Deferment Starts
Record- Date Deferment
Level
Starts is on or after
Error
Date of First
Disbursement.
Date
Deferment
Starts is before
Date of First
Disbursement.
1405
Date Deferment Starts must be
> = Date of First
Disbursement.
Record- Date is not in the
Level
future. Only events
Error
that have occurred
should be reported.
Date
Deferment
Starts is after
Submittal
(Extract) Date.
1406
Date Deferment Starts must be
< = Submittal Date.
LoadLevel
Error
Date sequence
error.
1360
Date must be > preceding
date.
Date change falls in
acceptable range in
relation to historical
data.
Date Revised:
June 2018
10-16-2006
A–103
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Deferment Stops
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Date
8
222-229
278
Description:
Date when a legal deferment is projected to end, or actually
ends. Includes post-deferment grace period if applicable.
Comments:
For deferred loans, date must be later then Date
Deferment Starts.
If there is a Date Deferment Stops, then there must be
corresponding values in the Type of Deferment and Date
Deferment Starts.
If code for Loan Status has a value of DA and Date of
Loan Status is equal or greater than July 1, 1995,
(19950701), this field must be populated.
The dates when deferments start and stop may overlap
for different periods in relation to another deferment
(e.g., First deferment [01-10-95 through 07-20-95] and
second deferment [07-01-95 through 12-30-95]).
You may, but are not required, to discontinue reporting
Type of Deferment, Date Deferment Starts and Date
Deferment Stops after the deferment has ended. In this
case, populate these three fields with default values.
Part of Event Type:
Deferment
Companion Field(s):
Default Value / Use:
Report 00000000 if deferment has not occurred or has
expired (Date Deferment Ends is in the past). Must always
be filled for loans with deferments which have not expired.
Use default value of 00000000 for grant overpayments.
Reporting:
Edit
Level:
Domain
-Level
Error
Verifies:
Must be a valid
date (if not
zeros).
June 2018
[Linked through event]
Type of Deferment (276)
Date Deferment Starts (277)
Report in regular monthly update.
Error:
Error
No.:
Invalid date.
1145
A–104
Error Message:
Invalid Date Deferment Stops.
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Deferment Stops
Record- Cannot be zeros Contains zeros.
Level
if there is a
Error
corresponding
value in Type of
Deferment, Date
Deferment
Starts, or Code
for Loan Status is
DA and Date of
Loan Status is on
or after
19950701.
1116
Date Deferment Stops is required.
Record- Date must be
Level
later than Date
Error
Deferment
Starts.
Date is on or
before Date
Deferment
Starts.
1124
Date must be later than Date
Deferment Starts.
Record- Date is not
Level
reported for
Error
grant
overpayments.
Is not zeros.
1323
Date Deferment Stops is not used
for Grants.
Record- Reasonability
Level
edit on length of
Error
deferment.
When Type of
Deferment is GF,
PL, RT, or WM,
the duration of
deferment does
not exceed
statutory limit (2
years) by more
than 1 year.
Date
Deferment
Stops is after
Date
Deferment
Starts plus 3
years.
1407
Date Defer Stop must be <= Date
Deferment Start + 3 yrs.
June 2018
A–105
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Deferment Stops
Record- Reasonability
Level
edit on length of
Error
deferment.
When Type of
Deferment is AP,
EH, TE, and UE,
the duration of
deferment does
not exceed
statutory limit (2
years) by more
than 1 year.
Date
Deferment
Stops is after
Date
Deferment
Starts plus 5
years.
1408
Date Defer Stop must be <= Date
Deferment Start + 5 yrs.
Record- Reasonability
Level
edit on length of
Error
deferment.
When Type of
Deferment codes
of AC, EP, FM,
FN, FP, FS, HD,
HS, LE, LF, TD, TS,
and TL, the
duration of
deferment does
not exceed
statutory limit (2
years) by more
than 1 year.
Date
Deferment
Stops is after
Date
Deferment
Starts plus 7
years.
1409
Date Defer Stop must be <= Date
Deferment Start + 7 yrs.
Record- Reasonability
Level
edit on length of
Error
deferment.
When Type of
Deferment is HT,
the duration of
deferment does
not exceed 15
years.
Date
Deferment
Stops is after
Date
Deferment
Starts plus 15
years.
1410
Dt Deferment Stop must be <=
Dt Deferment Start + 15 yrs.
Date Revised:
June 2018
10-16-2006
A–106
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Code for Servicer
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size
:
Position
:
Field
Code:
No
Yes
No
Characte
r
6
230-235
280
Description:
Code indicating current servicer for a loan.
Comments:
If you are a commercial servicer, you must populate this
field with the appropriate Perkins Commercial Servicer
Codes (NSLDS ID) (Appendix B-7).
All others populate with spaces.
If a Code for Servicer is provided, the Date of Servicer
Responsibility must also be provided.
If the loan no longer has a servicer, populate with
spaces.
Part of Event Type:
Change Servicers.
Companion Field(s):
[Linked through event] Date of Servicer Responsibility (287)
Default Value / Use:
Commercial servicers must report servicer code. All others
report spaces as a Default Value.
Reporting:
Edit
Level:
Verifies:
Report in regular monthly update.
Error:
Error
No.:
Error Message:
Record- Must contain a
Level
valid code if
Error
there is a
corresponding
value in Date of
Servicer
Responsibility.
Contains
blanks.
1246
Code for Servicer is required.
Record- Code is not
Level
reported for
Error
grant
overpayments.
Is not spaces.
1326
Code for Servicer is not used for
Grants.
Date Revised:
June 2018
10-16-2006
A–107
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Enrollment Status Effective
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Date
8
236-243
281
Description:
Date when a student entered current enrollment status.
Comments:
Use actual date student entered current enrollment
status if the date is readily available. If not, you may
populate this field with Date Enrollment Period Begins.
For students who transfer to another institution, report
the actual (if known) date the student began classes. If
not known, you may report a date which is your best
estimate of when classes began.
The Date Enrollment Status Effective, Code for
Enrollment Status and Code for Current School must be
treated as a unit. That is, the enrollment status and date
are for the student’s attendance at the current school (as
opposed to original school).
Future dates are only accepted if the Code for Loan
Status is ‘ID’, the enrollment period has not begun, and
the institution does not have a current enrollment status
for the student. In this case, the field must contain the
same value as Date Enrollment Period Begins.
If actual date is not available and Date of First
Disbursement is July 23, 1992, or earlier, you may use
the plug date 19000101.
If Date of First Disbursement is greater than or equal to
July 23, 1992, (19920723) then 19000101 is not a valid
value.
Part of Event Type:
Change in Enrollment Status.
Companion Field(s):
[Linked through edit]
Submittal (Extract) Date on Header (204)
Date of First Disbursement (225)
[Linked through event]
Code for Enrollment Status (282)
Code for Current School (286)
June 2018
A–108
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Enrollment Status Effective
Default Value / Use:
Reporting:
Edit
Level:
Domain
-Level
Error
Verifies:
Must be a valid
date (if not
zeros).
Must always be filled for loans. Use default value of
00000000 for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
Error Message:
Invalid date.
1200
Invalid Date Enrollment Status
Effective.
Record- Date of First
Level
Disbursement is
Error
on or after July
23, 1992.
Contains plug
date.
1106
19000101 invalid when Date of
First Disb > or = 19920723
Record- Must be
Level
reported.
Error
Contains zeros.
1117
Date Enrollment Status Effective is
required.
Record- Date is not
Level
reported for
Error
grant
overpayments.
Is not zeros.
1293
Date Enrollment Status Effective is
not used for Grants.
Record- Reasonability
Level
edit to ensure
Error
that Code for
Enrollment
Status is properly
reported. For F
or H, Date
Enrollment
Status Effective
cannot be more
than 15 years
before the loan
was first
disbursed.
Code for
Enrollment
Status is equal
to F or H and
Date
Enrollment
Status Effective
is before Date
of First
Disbursement
minus 15 years.
1411
Based on Enroll Stat, Dt must be
> = Dt of 1st Disb – 15 yrs.
June 2018
A–109
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date Enrollment Status Effective
Record- Reasonability
Level
edit to ensure
Error
that Code for
Enrollment
Status is properly
reported. For G,
W, A, L, D, X, Z,
or N, Date
Enrollment
Status Effective
cannot be more
than 60 days
before the loan
was first
disbursed.
Code for
Enrollment
Status is equal
to G, W, A, L, D,
X, Z, or N and
Date
Enrollment
Status Effective
is before Date
of First
Disbursement
minus 60 days.
1412
Based on Enrol Stat, Dt must be
>= Dt 1st Disb - 60 days
Record- Date is not in the
Level
future. Only
Error
events that have
occurred should
be reported.
Date
Enrollment
Status Effective
is after
Submittal
(Extract) Date.
1413
Date Enrollment Status Effective
must be < = Submittal Date.
Date Revised:
June 2018
10-16-2006
A–110
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Code for Enrollment Status
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Characte
r
1
244
282
Description:
Code indicating student’s current enrollment status.
Comments:
Must be a valid code from Enrollment Status Codes
(Appendix B-3).
Use actual code reflecting the student’s enrollment
status if the information is readily available. If not, you
may populate this field with F.
For students who transfer to another institution, report
the actual (if known) code if known. If not known, you
may populate this field with F.
The Date Enrollment Status Effective, Code for
Enrollment Status and Code for Current School must be
treated as a unit. That is, the enrollment status and date
are for the student’s attendance at the current school (as
opposed to original school).
If you do not know the enrollment status and Date of
First Disbursement is July 23, 1992, or earlier, you may
plug the field with N.
If Date of First Disbursement is greater than or equal to
July 23, 1992, (19920723) then N is not a valid value.
If the student does not attend summer classes and you
expect the student to return in the fall, the Code for
Enrollment Status would not change.
Part of Event Type:
Change in Enrollment Status
Companion Field(s):
[Linked through edit]
Date of First Disbursement (225)
[Linked through event]
Date Enrollment Status Effective (281)
Code for Current School (286)
June 2018
A–111
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Code for Enrollment Status
Default Value / Use:
Reporting:
Edit
Level:
Must always be filled for loans. Use default value of a space
for grant overpayments.
Report in regular monthly update.
Verifies:
Error:
Error
No.:
Error Message:
Record- Must be reported.
Level
Error
Is blank.
1111
Code for Enrollment Status is
required.
Record- Must be a valid code
Level
and have a
Error
corresponding value in
Date Enrollment Status
Effective.
Invalid code
and/or no
correspondin
g value.
1153
Invalid Code for Enrollment
Status.
Record- If Date of First
Level
Disbursement is July
Error
23, 1992, or after, then
N is invalid.
Contains
wrong value.
1272
Value invalid when Date of
First Disb > or = 19920723.
Record- Code is not reported
Level
for grant
Error
overpayments.
Is not a
space.
1292
Code for Enrollment Status is
not used for Grants.
Date Revised:
June 2018
04-09-2010
A–112
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Outstanding Principal Balance
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Date
8
245-252
283
Description:
Date when Amount of Outstanding Principal Balance field
was last updated.
Comments:
Report the date of the most recent change in the
principal balance. The balance will change whenever
there is a disbursement, payment, cancellation, or other
event affecting the principal balance.
When a loan is closed, report the actual date when it
was closed, not the quarter or month end date. Once a
loan is closed, the date should not be changed again
except to correct a reporting error.
For Closed Loans, Date of Outstanding Principal Balance
should equal Date of Loan Status.
If a loan is paid in full by a cancellation, the Date of
Outstanding Principal Balance should equal Date of
Cancellation.
Part of Event Type:
Not part of an event.
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
Domain
-Level
Error
Verifies:
Must be a valid
date (if not
zeros).
June 2018
[Linked through edit]
Submittal (Extract) Date on Header (204)
Date of First Disbursement (225)
Amount of Outstanding Principal Balance (284)
[Linked through Event]
Amount of Outstanding Principal Balance (284)
Must always be filled for loans. Use default value of
00000000 for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
Invalid date.
1146
A–113
Error Message:
Invalid Date of Outstanding
Principal Balance.
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Outstanding Principal Balance
Record- Date is provided.
Level
Error
Contains zeros.
1109
Date of Outstanding Principal
Balance is required.
Record- Date is not
Level
reported for
Error
grant
overpayments.
Is not zeros.
1321
Date of Outstanding Principal
Balance is not used for Grants.
Record- Date of
Level
Outstanding
Error
Principal Balance
is on or after
Date of First
Disbursement.
Date of
Outstanding
Principal
Balance is
before Date of
First
Disbursement.
1414
Date of Outstanding Prin Bal must
be > = Date of 1st Disbursement.
Record- Date is not in the
Level
future. Only
Error
events that have
occurred should
be reported.
Date of
Outstanding
Principal
Balance is after
Submittal
(Extract) Date.
1415
Date of Outstanding Prin Bal must
be <= Submittal Date.
LoadLevel
Error
Date of
Outstanding
Principal
Balance is
before prior
Date of
Outstanding
Principal
Balance.
1430
Date of Outstanding Principal
Balance may not precede
multiple, previously reported
dates.
For all open
loans and any
closed loans
where Date of
Outstanding
Principal Balance
is not equal to
Date of Loan
Status, Date of
Outstanding
Principal Balance
must be on or
after prior Date
of Outstanding
Principal Balance.
June 2018
A–114
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Outstanding Principal Balance
LoadLevel
Error
For all open
loans and any
closed loans
where Date of
Outstanding
Principal Balance
is not equal to
Date of Loan
Status, Date of
Outstanding
Principal Balance
must be after (a)
prior Date of
Outstanding
Principal Balance
if the system
begin date of
current
outstanding
principal balance
history is earlier
than the start of
the previous
quarter, or (b)
current Date of
Outstanding
Principal Balance
if system begin
date of current
outstanding
principal balance
history is earlier
than the start of
the previous
quarter and the
amount of OPB
is not equal to
current value.
June 2018
Date of
Outstanding
Principal
Balance is
before (a) prior
Date of
Outstanding
Principal
Balance if
system begin
date of current
outstanding
balance history
is earlier than
the start of the
previous
quarter, or (b)
current Date of
Outstanding
Principal
Balance if
current
outstanding
principal
balance history
has a system
begin date
earlier than the
start of the
previous
quarter and
the amount of
OPB is not
equal to
current value.
1431
A–115
Based on time of reporting, later
Date of Outstanding Principal
Balance is required.
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Outstanding Principal Balance
Date Revised:
June 2018
10-16-2006
A–116
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Outstanding Principal Balance
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Numeri
c
6
253-258
284
Description:
The cumulative dollar value of the outstanding principal
balance due on a loan.
Comments:
Report whole dollars, no cents (e.g., report $2,500.25 as
002500).
Report only the outstanding principal balance. Do not
include interest or any collection costs.
If Disbursement Date is prior to July 1, 2008 the amount
may not exceed $40,000, the maximum a student may
borrow.
If the Disbursement Date is on or after July 1, 2008 and
Academic Level is 1-5 Loan Amount must not exceed
$6,600. If Academic Level is A-G amount of loan must
not exceed $9,600.
The amount may not exceed $40,000, the maximum a
student may borrow.
Report balances of less than $1 as one dollar.
Report negative amounts (credit balance) as one dollar
until the loan is closed.
Closed loans (except for DW) must have a balance of
zero in this field.
Open loans and loans in a DW status must have a
positive balance reported in this field.
For conditional disability discharges, report actual dollar
amount in this field. If zeros are reported, NSLDS will use
existing balance from the database.
Should there be remaining fees and interest owed after
the outstanding principal balance reaches $0 and the
loan is reported as closed, the fees and interest may be
reported in this field, and the loan re-opened with an
open loan status.
Part of Event Type:
June 2018
Not part of an event
A–117
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Outstanding Principal Balance
Companion Field(s):
Default Value / Use:
Reporting:
Edit
Level:
[Linked through Event]
Date of Outstanding Principal Balance (283)
[Linked through edit]
Amount of Loan (261)
Code for Loan Status (263)
Date of First Disbursement(255)
Student Academic Level(270)
Must be zero if Code for Loan Status is BC, CA, CS, DC,
DD, DK, DN, DP, DR, FC, FX, PN, PF, UC, or UD.
Must be greater than zero if Code for Loan Status is AE,
BK, DA, DB, DF, DU, DW, DZ, FB, IA, IF, IM, IP, RP, or XD.
Report 000000 for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
Is not numeric.
1208
Invalid Amount of Outstanding
Principal Balance.
Record- Amount is not
Level
reported for
Error
grant
overpayments.
Is not zeros.
1330
Amount of Outstanding Principal
Balance is Not Used for Grants.
Record- Must be zero if
Level
Code for Loan
Error
Status is BC, CA,
CS, DC, DD, DK,
DN, DP, DR, FC,
FX, PN, PF, UC or
UD.
Is greater than
zero.
1426
For Closed loans, Outstanding
Prin Balance must be zero
Record- Must be greater Is not equal to
Level
than zero if Code zero.
Error
for Loan Status is
AE, BK, DA, DB,
DF, DU, DW, DZ,
FB, IA, IF, IM, IP,
RP, or XD.
1427
For Open loans, Outstanding Prin
Balance must > zero
Domain
-Level
Error
Verifies:
Must be
numeric.
June 2018
A–118
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Amount of Outstanding Principal Balance
Record- Amount of
Level
Outstanding
Error
Principal Balance
is equal to or
less than
Amount of Loan.
Amount of
Outstanding
Principal
Balance is
greater than
Amount of
Loan.
1420
Amount of Outstanding Prin Bal
must be < = Amount of Loan.
Record- Amount of
Level
Outstanding
Error
Principal Balance
is less than or
equal to $40,000,
the maximum a
student may
borrow.
Amount of
Outstanding
Principal
Balance is
greater than
$40,000.
1421
Amount of Outstanding Prin Bal
must be < = 40000.
Record- The maximum
Level
amount of
Error
Outstanding Prin
Bal a student can
receive for loans
disbursed on or
after July 1, 2008
is exceeded.
If Academic
Level is 1-5
Amount of
Outstanding
Prin Bal is
greater than
$6,600
1441
Amount of Outstanding Prin Bal
must be <= $6,600.
Record- The maximum
Level
amount of
Error
Outstanding Prin
Bal a student can
receive for loans
disbursed on or
after July 1, 2008
is exceeded.
If Academic
Level is
A,B,C,D,or G
Amount of
Outstanding
Prin Bal is
greater than
$9,600
1442
Amount of Outstanding Prin Bal
must be <= $9,600.
Date Revised:
June 2018
03-29-2018
A–119
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Interest Rate
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeri
c
5
259-263
285
Description:
The current actual interest rate for a loan.
Comments:
Degree of accuracy represented by five decimal places.
(e.g., for 5% enter 05000).
If the interest rate is changed by court order, report the
rate ordered by the court.
Part of Event Type:
Not part of an event.
Companion Field(s):
Not applicable.
Default Value / Use:
Must always be filled for loans. Use default value of 00000
for grant overpayments.
Reporting:
Edit
Level:
Domain
-Level
Error
Verifies:
Must be
numeric.
Record- Interest Rate is
Level
not reported for
Error
grant
overpayments.
Date Revised:
June 2018
Report in regular monthly update.
Error:
Error
No.:
Error Message:
Is not numeric.
1219
Invalid Interest Rate.
Is not zeros.
1327
Interest rate is not used for
Grants.
10-16-2006
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Appendix A: Data Dictionary
Date of Servicer Responsibility
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Date
8
264-271
287
Description:
Date when a servicer assumes responsibility for servicing a
loan for a school.
Comments:
If you are a commercial servicer, you must populate this
field with the date you begin servicing the loan.
All others populate with zeros.
If a Date of Servicer Responsibility is provided, the Code
for Servicer must also be provided.
Part of Event Type:
Change in Servicers.
Companion Field(s):
[Linked through event]
Code for Servicer (280)
[Linked through edit]
Submittal (Extract) Date on Header (204)
Date of First Disbursement (225)
Default Value / Use:
Reporting:
Edit
Level:
Commercial servicers must report a date. All others report
00000000 as a Default Value.
Report in regular monthly update.
Error
No.:
Error Message:
Invalid date.
1201
Invalid Date of Servicer
Responsibility.
Record- Cannot be zeros if
Level
there is a
Error
corresponding value
in Code for Servicer.
Contains
zeros.
1245
Date of Servicer Responsibility
is required.
Record- Date is not reported
Level
for grant
Error
overpayments.
Date of
Servicer
Responsibility
used for grant
overpayments.
1324
Date of Servicer Responsibility
is Not Used for Grants.
Domain
-Level
Error
Verifies:
Must be a valid date
(if not zeros).
June 2018
Error:
A–121
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Date of Servicer Responsibility
Record- Date of Servicer
Level
Responsibility is on
Error
or after Date of First
Disbursement.
Date of
Servicer
Responsibility
is before Date
of First
Disbursement.
1417
Date of Servicer Responsibility
must be >= Dt of 1st Disb
Record- Date is not in the
Level
future. Only events
Error
that have occurred
should be reported.
Date of
Servicer
Responsibility
is after
Submittal
(Extract) Date.
1418
Date of Servicer Responsibility
must be <= Submittal Date
Date Revised:
June 2018
10-16-2006
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Appendix A: Data Dictionary
Type of Cancellation
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Characte
r
2
272-273
288
Description:
One of the legal reasons for canceling all or part of a loan.
Comments:
Must be a valid cancellation code from Cancellation
Type Codes (Appendix B-7).
Report spaces if no cancellation has occurred.
If you report a Type of Cancellation, there must be
corresponding values in Amount of Cancellation and
Date of Cancellation.
Part of Event Type:
Loan cancellation.
Companion Field(s):
[Linked through event]
Date of Cancellation (264)
Amount of Cancellation (265)
Default Value / Use:
Reporting:
Edit
Level:
Verifies:
Report spaces if cancellation has not occurred. Must always
be filled for loans with a cancellation. Use default value of
spaces for grant overpayments.
Report in regular monthly update.
Error:
Error
No.:
Error Message:
Record- Must be a valid
Level
code from the
Error
Type of
Cancellation
table.
Invalid code.
1218
Invalid Type of Cancellation.
Record- Must be
Level
reported if there
Error
is a
corresponding
value in Amount
of Cancellation
or Date of
Cancellation.
Is blank.
1253
Type of Cancellation is required.
June 2018
A–123
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Appendix A: Data Dictionary
Type of Cancellation
Record- Code is not
Level
reported for
Error
grant
overpayments.
Date Revised:
June 2018
Is not spaces.
1331
Type of Cancellation is not used
for Grants.
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Appendix A: Data Dictionary
Code for Current School
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
Yes
No
Numeri
c
8
274-281
286
Description:
An eight-digit code, known as the OPE code, identifying the
current school at which the student is accepted for
enrollment, currently enrolled, or last attended.
Comments:
Must be a valid OPE school code.
Report the OPE school code of the school the student is
currently attending, accepted for enrollment or last
attended if no longer enrolled.
The Date Enrollment Status Effective, Code for
Enrollment Status and Code for Current School must be
treated as a unit. That is, the enrollment status and date
are for the student’s attendance at the current school (as
opposed to original school).
If code is not available and Date of First Disbursement is
July 23, 1992, or earlier, you may use the plug value
99999900.
If Date of First Disbursement is greater than or equal to
July 23, 1992 (19920723), then 99999900 is not a valid
value.
Part of Event Type:
Change in Current School
Companion Field(s):
[Linked through edit]
Date of First Disbursement (225)
[Linked through event]
Date Enrollment Status Effective (281)
Code for Enrollment Status (282)
Default Value / Use:
Reporting:
Edit
Level:
June 2018
Must always be filled for loans. Use default value of
00000000 for grant overpayments.
Report in regular monthly update.
Verifies:
Error:
A–125
Error
No.:
Error Message:
Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Code for Current School
Domain
-Level
Error
Must be numeric.
Is not
numeric
.
1169
Invalid Code for Current
School.
Record- Must be reported.
Level
Error
Contain
s zeros.
1170
Code for Current School is
required.
Record- If Date of First
Level
Disbursement is July 23,
Error
1992, or later, then
99999900 is not valid.
Is
999999
00.
1206
99999900 invalid when Date of
First Disb > or = 19920723.
Record- Code is not reported for
Level
grant overpayments.
Error
Is not
zeros.
1325
Code for Current School is not
used for Grants.
LoadLevel
Error
Invalid
School
Code
1169
Invalid Code for Current
School.
Must be a valid OPE code
provided by PEPS to
NSLDS.
Date Revised:
June 2018
10-16-2006
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Version 8.1
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Appendix A: Data Dictionary
Data Provider Identifier
Loan
Identifier:
History
Kept:
Date
Sequence Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Character
19
282-300
289
Description:
Comments:
Unique loan identifier used by data provider.
This field is optional. It is provided to enable a data provider
to provide the unique loan identifier used in the data
provider’s system. The contents of this field are preserved in
NSLDS. The contents will be passed back to you on error
records and load detail files provided by NSLDS. This is a
character field enabling use of both alpha and numeric
characters. There are no edits applied to this field.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Populate with spaces or your unique loan identifier. Report
spaces for grant overpayments.
Reporting:
Edit
Level:
N/A
Report in regular monthly update.
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Appendix A: Data Dictionary
Trailer Record Layouts
Code for Original School
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeri
c
8
1-8
N/A
Description:
An eight-digit code, known as the OPE code, identifying the
school whose records are included on the Database Extract
File.
Comments:
The Trailer record is created by DataPrep software
during the Extract Validation process.
It is populated with the Code for Original School found
in the Header Record.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Sort Social Security Number
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Characte
r
9
9-17
N/A
Description:
Positional sort field used for sorting the Trailer record to the
bottom of the file.
Comments:
The Trailer record is created by DataPrep software during
the Extract Validation process. This field is populated with
high values.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Number of Records with Domain Errors
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeri
c
9
18-26
N/A
Description:
Total number of records with domain errors found in the
Extract Validation process.
Comments:
The Trailer record is created by DataPrep software during
the Extract Validation process.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Filler
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeri
c
9
27-35
N/A
Description:
This field is not used.
Comments:
Not applicable.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Number of Records With Domain, Record, or Load-Level Errors
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeri
c
9
36-44
N/A
Description:
Total number of records with domain, record, or load-level
errors found during the Load process at NSLDS.
Comments:
The Trailer record is created by DataPrep software
during the Extract Validation process.
This field is filled during the Load process.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
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Perkins Data Provider Instructions
Appendix A: Data Dictionary
Number of Detail Records
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeri
c
9
45-53
N/A
Description:
Total number of Detail records included in the Database
Extract File.
Comments:
The Trailer record is created by DataPrep software during
the Extract Validation process.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Record Type Indicator
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Characte
r
1
54
N/A
Description:
Establishes this record as a Trailer record.
Comments:
This field is set to T by the DataPrep software during the
Extract Validation process.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Number of Open Loans
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeric
6
55-63
N/A
Description:
Total number of records in the Database Extract file that are
in an open loan status. See Appendix B to determine which
loan status codes are considered open.
Comments:
The Trailer record is created by DataPrep software during
the Extract Validation process.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Loan Total: Amount of Loan
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeric
12
64-75
N/A
Description:
Sum of the Amount of Loan field for all open loan records
in the Database Extract File.
Comments:
The Trailer record is created by DataPrep software during
the Extract Validation process.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Loan Total: Amount of Cancellation
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeric
12
76-87
N/A
Description:
Sum of the Amount of Cancellation field for all open loan
records in the Database Extract File.
Comments:
The Trailer record is created by DataPrep software during
the Extract Validation process.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Loan Total: Amount of Outstanding Principal Balance
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Numeric
12
88-99
N/A
Description:
Sum of the Amount of Outstanding Principal Balance for all
open loan records in the Database Extract File.
Comments:
The Trailer record is created by DataPrep software during
the Extract Validation process.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
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Version 8.1
Perkins Data Provider Instructions
Appendix A: Data Dictionary
Filler
Loan
Identifier:
History
Kept:
Date Sequence
Edit:
Type:
Size:
Position:
Field
Code:
No
No
No
Characte
r
204
100-300
N/A
Description:
Blank field to complete length.
Comments:
The Trailer record is created by DataPrep software during
the Extract Validation process.
Part of Event Type:
Not applicable.
Companion Field(s):
Not applicable.
Default Value / Use:
Not applicable.
Reporting:
Not applicable.
Edit
Level:
N/A
Verifies:
N/A
Date Revised:
June 2018
Error:
Error
No.:
N/A
N/A
Error Message:
N/A
10-16-2006
A–139
Version 8.1
| File Type | application/pdf |
| File Modified | 0000-00-00 |
| File Created | 0000-00-00 |