Pell Lifetime Eligibility Used (LEU) - EASFAA · Pam Gilligan U.S. Department of Education Pell...

Pam Gilligan

U.S. Department of Education

Pell Lifetime Eligibility Used

(LEU)

EASFAA

May 2013

Consolidated Appropriations Act

• Established the duration of a student’s Pell eligibility

as 12 semesters or its equivalent

• Effective with the 2012-13 award year

• No “grandfathering”

• Includes all years of the Pell/Basic Education

Opportunity Grant (BEOG) Program

• Back to the 1973-74 award year

• See DCL GEN-12-01 & various EAs and Technical References

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Pell Grant LEU Definitions Lifetime Eligibility Used (LEU)

• The amount of Federal Pell Grant funds a

student may receive is limited to the equivalent of

six years of Pell Grant funding

• Since the maximum amount of Pell Grant funding

a student can receive each year is equal to

100%, the six year equivalent is 600%.

• If LEU is more than 500% but less than 600%,

only partial eligibility for next award year

Pell LEU

• Calculated by COD and provided to NSLDS

• NSLDS only contained grant history from 1993-

94 forward

• One time “catch up” file provided in July 2012

from COD to NSLDS with grants for award years

from 1973-74 to 1993-94

• Some students did not have loan or COD

records; created as new grants are added to

system

• NSLDS records updated with the COD LEU data

daily

Pell LEU

Scheduled Award - based on the:

Statutory maximum award amount for the year

Student’s COA

Student’s EFC

Amount student would be eligible for if enrolled

FT for a full academic year

2013 -14 – Maximum Award is $5,645

If EFC = 0, FT Scheduled Award is $5,645

If EFC = 1,000, FT Scheduled Award is $4,695

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Pell LEU

• Annual Award = the amount of scheduled award

actually received by the student

• Examples of items that affect the award:

• < FT attendance

• Attendance < a full academic year

• R2T4

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Pell LEU

• How to calculate the equivalency?

Add together each of the annual percentages

of a student’s scheduled award which were

actually disbursed to the student.

• Once LEU reaches 600%, student no

longer eligible for Pell

Note: May impact FSEOG eligibility

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Pell Percentages Examples • Student enrolls FT for Fall & Spring semesters, has a 732

EFC and scheduled Pell Grant of $4,800

• Think percentages not dollars here…

• 34 CFR 668.164(b) requires disburse equally between

payment periods

• 50% disbursed in Fall and

• 50% disbursed in Spring

• 100% of the student’s Pell been disbursed

Pell Percentages Examples

• Same student enrolls FT for Fall & Spring semesters,

same EFC, same scheduled award of $4,800

• Student only attends 6 of 12 credit hours in Fall

• School makes required recalculation for HT attendance

• 25% disbursed in Fall - HT

• 50% disbursed in Spring - FT

• 75% of the student’s Pell has been disbursed

Calculating Partial Award for LEU Examples

Let’s again presume:

100% Pell Scheduled Award = $4800

School Calendar: Standard Term Semester-

based (Fall & Spring)

Student Enrollment: Full Time for Fall & Spring


1. Student’s LEU is 525.000%. What is her

remaining LEU? 600.000% - 525.000% = 75.000% LEU remaining

2. Her scheduled award is $4,800. How

much may you pay her? $4,800 x 75.000% = $3,600 remaining eligibility


3. How much are the disbursements?

Treat student with LEU issues like we treat transfer

students

Don’t take the amount of eligibility remaining and

disburse ½ per term.

First term disbursement = $2,400

• ½ of her scheduled award of $4,800

• $4,800 x 50% = $2,400 (50.00% of $4,800)

Second term disbursement = $1,200

• What’s left of her remaining eligibility of $3,600

• $3,600 - $2,400 = $1,200 (25.00% of $4,800)


1. Student’s LEU is 523.867%. What is her

remaining LEU? 600.000% - 523.867% = 76.133% LEU remaining

2. Her scheduled award is $4,800. How

much may you pay her? $4,800 x 76.133% = $3,654.384 remaining eligibility


3. How much are the disbursements?

First term disbursement = $2,400

• ½ of her scheduled award of $4,800

• $4,800 x 50% = $2,400 (50.00% of $4,800)

Second term disbursement = $1,254.384

• What’s left of her remaining eligibility of $3,654.384

• $3,654.384 - $2,400 = $1,254.384 (26.133% of

$4,800)


• You may round the dollar amount down to $1254

(26.125%), or pay the cents $1254.38 (26.133%)

• If you round, the student will end up at 599.992%; if

you disburse the cents, the student is right at 600%.

Do not round the percentages

Have the option to round cents but…

rounding rules do not apply if the amount disbursed

would place the student’s LEU > 600.000%

For the 2013-2014 award year, students can determine their

Pell LEU by:

• Additional comments added to the SAR consistent

with the student’s Pell history at the time of the SAR

(pre-screening) & from NSLDS post-screening, if LEU

changes

• SAR comments will refer to the equivalent of “school

year”

• SAR Codes 345-357 contain new or revised

comments

• See SAR Comment Codes and Text Guide posted February 2013

How Will Students Know Their Pell LEU?

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COD Transcript can be provided by the institution for the student

How Will Students Know Their Pell LEU? COD System

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Declining Pell - GEN-12-18

• Students can decline all or part of their Pell Grant

awards or return some previously received Pell Grant

funds to preserve future Pell Grant eligibility

• May not return any Pell Grant funds from a prior award year

(must be in same award year)

• Must provide a signed, written statement clearly indicating

that they are declining/returning Pell funds for which they are

otherwise eligible and that those funds may not be available

once the award year is over

• School must submit any required adjustment records for the

student to the COD System

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How Will Schools Know a Pell LEU?

• Weekly Pell LEU Report • NSLDS will display student’s LEU • CPS will use SAR comment codes if student’s LEU is close

to/exceeds 600%. • COD Pell LEU History page • NSLDS Financial Aid History Page on SAR

• If school reports a disbursement but doesn’t disburse or doesn’t disburse

in full, MUST adjust (more important now than ever due to the 600% limit) • Report adjustments within 15 days (3/15/13 EA) • EFFECTIVE on April 1, 2013 Note: COD has the most reliable Pell historical data for a student’s Pell LEU.

COD is the System of Record for Pell LEU data.

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Pell LEU Weekly Report 2012-13

• Weekly Pell LEU Report identifies 2012-13 Pell-

eligible CPS applications with LEUs > or = 450%

• Each school’s report includes students who listed

their Federal School Code on their 2012-13 FAFSA

• Sent to school’s School Newsbox on COD

Reporting website

• 2012-13 award year reports will be generated until

October 5, 2013

• After 10/5, school can still view last 26 versions of

the report in the Previous Versions folder in its

Reporting Newsbox

Pell LEU Weekly Report 2013-14

• For 2013-14 award year and forward, COD will

deliver the Pell LEU Report via SAIG, not COD

reporting site

• CSV format for easy import and sort

• SAIG message class PGLEYYOP “YY” is the award year

• Example file for award year 2013-14 would be

identified as PGLE14OP

Pell LEU Weekly Report

An applicant will appear on a school’s Pell

LEU Report, if the student:

• Submitted a FAFSA for the award year

• Is Pell-eligible for the award year as

determined by the CPS

• LEU is greater than or equal to 450% as

determined by the COD System

Pell LEU Update - Reports

COD will provide the LEU on the following Pell

Grant SAIG preformatted reports:

• Pell Grant Multiple Reporting Report (MRR)

• Pell Grant Reconciliation Report

• Pell Grant Year to Date Report

Note: A student must have been disbursed a Pell Grant in an award year for the student’s LEU to populate a school’s report.

COD - Retrieving PELL LEU Report

Example Pell LEU Report

Original SSN Original Name Code

Transaction #

CPS Date Processed

Primary Expected Family Contribution

Applicant Last Name

Applicant First Name

Applicant Middle Name

Applicant Date of Birth

Current Social Security Number

Lifetime Eligibility Used Student's E-Mail Address

Federal School Code

xx xx 1 1/2/2002 2550 SHAVAYO X 11/12/1985 649.973 [email protected] 9999

xx xx 1 1/2/2002 0 FRANCO X 6/10/1969 492.274 [email protected] 9999

xx xx 1 1/2/2002 0 FRANCO X 7/21/1978 492.274 [email protected] 9999

xx xx 1 1/2/2002 1500 WIMADALO X 1/19/1967 548.78 [email protected] 9999

xx xx 1 1/2/2002 0 DOGAAL X 11/23/1983 550 [email protected] 9999

xx xx 2 1/2/2002 1000 MIJOGTA X 12/2/1973 929.391 [email protected] 9999

xx xx 1 1/2/2002 0 KELODEL X 8/14/1976 475 [email protected] 9999

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How Will Schools Know a Pell LEU? COD System

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Export Summary is in Excel format

Transcript that may be printed and provided to

students


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Two Pell LEU warning edits are given with origination and/or

disbursement record:

• No hard reject edit in COD or EDExpress to prevent an institution from

disbursing Pell awards to a student with an LEU of > 600% in the 2012-

2013 and award years

• This will change…beginning Summer 2013, COD will return a HARD

REJECT EDIT. Expect implementation at end of June. Check IFAP for

updates.

Edit # Message

177 Lifetime Percentage of Eligibility Used is near the

lifetime limit

178 Lifetime Percentage of Eligibility Used has exceeded

the lifetime limit

Pell LEU - COD COD Warning Edits

COD calculates Pell LEU for all Pell

recipients and sends it to NSLDS • NSLDS records updated daily with the COD LEU data

• Displays LEU on the Professional Access-Grant

Page, Student Access Grant Section, and on Transfer

Monitoring/FA History files

• NSLDS will provide LEU information to the CPS via

the pre-screening and post-screening process

Note: COD has the most reliable Pell historical data for a student’s Pell

LEU. COD is the System of Record for Pell LEU data.

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Pell LEU Update - NSLDS

Pell LEU Update - NSLDS

• Displays on websites

• NSLDS Professional Access – Grant page

• NSLDS Student Access – Grant page

• NSLDS providing the Pell LEU% to CPS for

inclusion on the ISIR

• NSLDS Professional Access website to display

Pell Grant Warning Icons – “Close to Pell Grant

LEU Limit” and “Meets or Exceeds Pell Grant

LEU Limit”

Pell LEU - NSLDS

New for 2013-14

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Pell LEU Update - CPS

For 2012-13,CPS changes included:

• SAR ‘C’ code on SAR if the Pell Lifetime

Limit Flag is ‘E’ or ‘C’

• SAR comments generated for the Pell

Lifetime Limit Flags to help with

resolution

• Comment Codes 345, 346 and 347


• Pell LEU Comments implemented for 2012-13

• Text revised for 2013-14 • Generated when the Pell Lifetime Limit Flag is set as follows:

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Comment # 345: Will

be set if the NSLDS Pell

Lifetime Limit Flag is H

A student may only receive a Federal Pell Grant for the equivalent of 12 semesters. Based on information from the National Student Loan Data System (NSLDS), we have determined that you may have received a total amount of Federal Pell Grants that is at least 75% of the cumulative total you can receive.

Comment # 346: Will


Lifetime Limit Flag is C

A student may only receive a Federal Pell Grant for the equivalent of 12 semesters. Based on information from the National Student Loan Data System (NSLDS), we have determined that you may have received a total amount of Federal Pell Grants that is close to the cumulative total you can receive. Therefore, your eligibility for additional Pell Grant may be limited.

Comment # 347: Will


Lifetime Limit Flag is E

A student may only receive a Federal Pell Grant for the equivalent of 12 semesters. Based on information from the National Student Loan Data System (NSLDS), we have determined that you may have received a total amount of Federal Pell Grants that equals or exceeds the cumulative total you can receive.

New for 2013-14:

NSLDS provides reason codes to reflect the new Pell LEU

limits.

• Only students who are Pell Grant eligible will be considered for

post-screening with the following reason codes:

Code Warning Threshold

E Meets or Exceeds Pell Grant LEU Limit Greater than or equal to 600.000%

C Close to Pell Grant LEU Limit Between 500.001% and 599.999%

H High Percentage Warning Between 400.000% and 500.000%*

N No Problem Less than or equal to 399.999%

*previously between 450.000% and 500.000%

Pell LEU Update – NSLDS/CPS

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New for 2013-14:

• Pell Lifetime Limit Flag from NSLDS to the ISIR

• Pell LEU % to NSLDS pre-screening data and the ISIR

• a 7-character field with an implied decimal (example: xxxx.xxx%)

Pell LEU - CPS

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New for 2013-14:

• If a Pell LEU % is provided in NSLDS data from pre-

screening, SAR comment is generated for Pell eligible

transactions that includes the amount of eligibility used

converted to the academic year equivalent (Comments

350 – 358)

• If Pell LEU % = 0 or is blank, SAR comment is

generated for Pell eligible transactions with general

information about the Pell Grant limit (Comment 349)

Pell LEU - CPS

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Pell LEU Comments – New in 2013-14

Comment #

Condition SAR Comment

349 0% and Pell Grant Flag is set to Y

There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Once a total amount of Pell Grant eligibility has been received, a student can no longer receive Pell Grant aid.

350 > 0% and < or = 50% and Pell Grant Flag is set to Y

There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of up to one half of a school year.

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Pell LEU Comments – New in 2013-14

Comment #

Condition SAR Comment


There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between one-half one school year.


There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between one and one and one-half school years.

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• Pell Lifetime Eligibility Used (LEU)—Implemented

for 2012-13

• Added NSLDS Post-screening Reason Codes for close

to or exceeding Pell limit

• 20 = Pell eligible and met or exceeded Pell lifetime limit

• 21 = No longer meeting or exceeding Pell lifetime limit

• 22 = Pell eligible and close to Pell lifetime limit

• 23 = No longer close to Pell lifetime limit

• Values will appear in existing fields on the ISIR

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• Reminder: COD will return a HARD REJECT EDIT

beginning Summer 2013. Expect implementation the

weekend of June 29th. Check IFAP for updates.

• Unlike the discharging of loans:

• No provision in the law to ‘disregard’ Pell Grant in

the calculation of a student’s LEU in a case of

fraud or a Closed School Discharge

• Compliance will be monitored and added to audit and

program review procedures

Disbursements Over 600% LEU

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• Institution may be liable for the overpayment if it had

information at the time of disbursement that indicated

that the student would exceed 600% LEU

• Rounding rules do not apply if the amount disbursed

would place the student’s LEU > 600.000%

• Student is liable for any Pell Grant overpayment

• Institution should follow the normal procedures for

handling an overpayment:

• Contact student and enter into satisfactory

repayment arrangements

• Refer to the Department for collection

Disbursements Over 600% LEU

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Resolution Process for Incorrect LEU

If a student or institution believes a Pell Grant LEU is

incorrect…

• The student should work with their current institution of

enrollment

• The school should act as an advocate for the student

• Review the student Pell Grant LEU History in COD and

provide a copy

• If data is still in question, the institution will receive

direction from the COD Help Desk on how to escalate

the matter to FSA for adjudication

• NOTE: Documentation will be required and may include

student statement, institutional attestation, etc.

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Resources

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Communications - LEU

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Jan. 30, 2013 DCL GEN-13-06 - 2013-14 Pell Payment Schedules

Sept. 4, 2012 DCL GEN-12-18 - Declination or Return of Pell Funds by

a Student

June 29, 2012 Pell LEU Information - July 2012 System Updates for

Lifetime Limit for Pell Grants

June 14, 2012 Pell LEU Information - Additional 2012-2013 COD System

Update

May 5, 2012 Retrieving the Pell LEU Report Through the School's

Reporting Newsbox on the COD Web site

Resource:

Assistance from ED

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Help with Title IV Questions

For Schools & Other Aid Professionals:

• Research & Customer Care Center

• 800-474-7268 for Grants; [email protected]

• COD School Relations Center

• 800-474-7268 for Grants; [email protected]

• Campus-Based Call Center

• 877-801-7168; [email protected]

For Students:

• Federal Student Aid Information Center (FSAIC)

• 800-4FED-AID

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mailto:[email protected]







Contacts

• Boston Training Officers

• Pam Gilligan - 617-289-0022

• Anita Olivencia - 617-289-0130

• Boston/New York School Participation Team

• Main Number: 617-289-0133 (BOS)

• Scott Prince (IIS) - 617-289-0172

• Barbara Wingel (IIS) - 646-428-3760

• Email – [email protected]

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Feedback on Training

Presentation Evaluation Survey for this presentation:

https://s.zoomerang.com/s/PamelaGilligan

Jo Ann Borel

Supervisor of Training Officers

281-758-8122; [email protected]

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https://s.zoomerang.com/s/PamelaGilligan

QUESTIONS?

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