Reviewing Aggregate Aid

This section provides an overview of aggregate aid review and discusses how to:

Review aggregate aid summary.
Review aggregate aid by school.
View aggregate detail.
Review aggregate program summary.

The aggregate aid summary components display information regarding defined aggregate area limit amounts, used amounts against the limits, and remaining eligibility. Two aggregate aid summary components are available: View Aggregate Aid and View Aggregate Program Summary . Each is based on aggregate areas that you set up in the system. You can define aggregate area rules for each academic grade level, for undergraduate and graduate designation, or as lifetime funding limits. An aggregate area can be attached to one or many financial aid item types or awards. Information maintained in the aggregate aid tables helps determine a student's annual and lifetime limits during the Awarding and Packaging processes. The aggregate aid summary components are updated by the Awarding and Packaging processes. You can also update individual aggregate data using the Update Incoming Aggregate Aid component.

Another source of aggregate aid history for the federal Stafford subsidized, Stafford unsubsidized, Perkins, Pell, and (Federal) Student Education Opportunity Grant (SEOG) aid programs is maintained within the National Student Loan Data System (NSLDS) database. NSLDS data is loaded into the PeopleSoft system during the Institutional Student Information Records (ISIR) Load routine as well as from Transfer Student Monitoring and Financial Aid History requests. NSLDS data that is loaded into the system can be pushed to the aggregate aid tables to be used during the Awarding and Packaging processes. An aggregate source of NSLDS must be set in the system to direct the Awarding and Packaging processes to use the NSLDS totals instead of the standard aggregate aid totals.

In addition to using aggregates to keep track of federal funds, you can establish aggregate areas and aggregate limits for any other award sources in the system. You should establish aggregate limits for all federal funds, such as Pell, Stafford, and SEOG. If aggregate limits are not established, the Packaging and Awarding processes may award students more than the federally or institutionally established annual and lifetime limits.

Page Name	Definition Name	Navigation	Usage
Aggregate Summary	STDNT_AGGR_AWDS	select Financial Aid, then select Awards, then select Aggregates, then select View Aggregate Aid, then select Aggregate Summary	Review aggregate aid summary for a student.
Aggregates by School	STDNT_AGGR_SCHL	select Financial Aid, then select Awards, then select Aggregates, then select View Aggregate Aid, then select Aggregates by School	Review aggregate aid by school. Check whether aggregate aid from a particular institution has been entered or whether the student has received aggregate aid from more than on institution.
Aggregate Detail	AGGR_SCHL_SEC	Click the Detail link on the Aggregates by School page.	View additional details of each institution's aggregate aid award to the student, including loan information.
Aggregate Program Summary	SFA_STU_AGGR_PROG	select Financial Aid, then select Awards, then select Aggregates, then select View Aggregate Program Summary, then select Aggregate Program Summary	View aggregate aid history for a student for a corresponding aggregate program.

Access the Aggregate Summary page (select Financial Aid, then select Awards, then select Aggregates, then select View Aggregate Aid, then select Aggregate Summary).

Image: Aggregate Summary page

This example illustrates the fields and controls on the Aggregate Summary page. You can find definitions for the fields and controls later on this page.

Lifetime Total

Field or Control	Definition
Aid Year	Indicates the aid year that corresponds to the displayed information. Use the scroll arrows to view aggregate aid made in other aid years.
NSLDS Total (National Student Loan Data System total)	Indicates the NSLDS total that has been loaded and pushed from the NSLDS tables.
Total % Used	Displays the sum of Percent Scheduled Used and the percent of Pell Grant awards already packaged by the system for the aid year. Valid values are 000.0 to 200.0.
Undergrad Lifetime (undergraduate lifetime)	Information in this row is for the student's undergraduate NSLDS loan years (U0-U5) and associated awards.
Graduate Lifetime	Information in this row is for the student's graduate NSLDS loan years (G1–G4, P1–P4) and associated awards. The student's undergraduate loan year awards may also be included in this row, depending on whether the aggregate area has cumulative or distinct lifetime limits. `(Cumulative):` The student's undergraduate amount of this aggregate aid is counted towards the graduate limit. `(Distinct):` The undergraduate and graduate limits are tracked separately.
Lifetime Terms	If a limit applies to the number of terms that a student can receive this type of aid, in addition to or separate from a dollar amount limit, this row displays the limit (if any) and the number of terms for which the student has received the award. The Packaging routine does not enforce these lifetime term limits; these fields are for informational purposes only.
Limit	The lifetime maximum aggregate amount (or number of terms) the student can receive for this aggregate area/aid.
Used	The amount of aid or number of terms that the student has received this type of aggregate aid.
Remaining	Indicates unused lifetime aggregate eligibility (amount or terms) that the student can receive.

Level Totals by Aid Year

Field or Control	Definition
Aggregate Level	Displays the student's aggregate level for the displayed year. Aggregate level data is posted as a result of Awarding and Packaging processing as well as data entered in the Update Incoming Aggregate Aid component.
Limit	Displays the annual maximum aggregate amount that the student can receive for this aggregate level.
Used	Displays the amount that the student has received.
Remaining	Displays the unused annual aggregate eligibility that the student can receive.
Cumulative Limit	Displays the maximum cumulative amount that the student can receive for this academic level. This is an optional limitation that can be defined on the corresponding aggregate area.
Cumulative Used	Displays the unused cumulative level limit for which the student is eligible.
Dependency	The student's dependency status appears after any awarding or packaging activity has occurred for this aggregate area as of the aid year.
PLUS Override (Parent Loan for Undergraduate Students override)	The student's PLUS override status maintained on the STDNT_AID_PACKAGE component appears for all aggregate areas that correspond to either the Federal Family Educational Loan Program (FFELP) or Direct Loan programs. PLUS Override status appears after any awarding or packaging activity has occurred.

Access the Aggregates by School page (select Financial Aid, then select Awards, then select Aggregates, then select View Aggregate Aid, then select Aggregates by School).

Image: Aggregates by School page

This example illustrates the fields and controls on the Aggregates by School page. You can find definitions for the fields and controls later on this page.

Information for this page is viewed by aggregate area, such as Stafford or Pell. Use the scroll arrows to view other aggregate areas.

Field or Control	Definition
Total	Displays the total lifetime amount awarded by all schools for this student for this aggregate area.
Scheduled	Displays the aggregate Pell amount award to the student. For non-Pell aggregate areas, this field remains at zero.
Aid Year	Displays the aid year in which the aggregate aid was awarded to the student. Use the scroll arrows to view additional aid years.
Status	Indicates whether your institution or another institution awarded the aggregate aid. Values are: `Internal:` The aggregate aid was awarded by your institution by means of the award entry pages. `Imported:` The aggregate aid was awarded at another institution and has been added to the system by means of the Aggregate Aid Data page.
School Code	Displays the code and name of the institution where the aggregate aid was awarded.
Award Amount	Displays the amount of aggregate aid provided by each school.
Scheduled	Displays the aggregate Pell amount award to the student for the corresponding aid year. For non-Pell aggregate areas, this field remains at zero.
Detail	Click this link to access the Aggregate Detail page and view detailed information about each school's aggregate aid award.

Access the Aggregate Detail page (click the Detail link on the Aggregates by School page).

Image: Aggregate Detail page

This example illustrates the fields and controls on the Aggregate Detail page. You can find definitions for the fields and controls later on this page.

The page displays aggregate area, aid year, academic year, school code, and status information about the award from the Aggregates by School page.

Field or Control	Definition
Aggregate Level	Displays the student's academic level for which he or she received the aggregate amount.
Expected Award	Displays the aggregate amount offered to the student.
Actual Award	Displays the aggregate amount disbursed to the student.

Aggregate Loan Data

The fields in this group box display loan processing information for loan awards that have at least been originated. However, this functionality is not currently supported, and these fields remain blank.

Access the Aggregate Program Summary page (select Financial Aid, then select Awards, then select Aggregates, then select View Aggregate Program Summary, then select Aggregate Program Summary).

Image: Aggregate Program Summary page

This example illustrates the fields and controls on the Aggregate Program Summary page. You can find definitions for the fields and controls later on this page.

Aggregate program limits link aggregate areas together to enable you to combine limits between aggregate areas. The intent is to support the Stafford program, which comprises the subsidized and unsubsidized programs.

Program Totals by Aid Year

Field or Control	Definition
Aid Year	Indicates the aid year that corresponds to the displayed information. Use View All to view aggregate aid that was made in other aid years.
Undergrad Lifetime (undergraduate lifetime)	Information in this row is for the student's combined undergraduate NSLDS loan years (U0–U5) awards that are associated with the aggregate areas that are linked to this aggregate program.
Graduate Lifetime	Information in this row is for the student's combined graduate NSLDS loan years (G1–G4, P1–P4) awards that are associated with the aggregate areas that are linked to this aggregate program. The student's undergraduate loan year awards may also be included in this row, depending on whether the aggregate area has cumulative or distinct lifetime limits.

Aggregate Areas for Program

Field or Control	Definition
Aggregate Areas for Program	Indicates the aid year that corresponds to the displayed information. Use View All to view aggregate area totals in other aid years.
Undergrad Lifetime (undergraduate lifetime)	Information in this row is for the student's undergraduate NSLDS loan years (U0–U5) and associated awards.
Graduate Lifetime (Cumulative)	Information in this row is for the student's graduate NSLDS loan years (G1–G4, P1–P4) and associated awards. The student's undergraduate loan year awards may also be included in this row, depending on whether the aggregate area has cumulative or distinct lifetime limits. The student's undergraduate amount of this aggregate aid is counted towards the graduate limit. If the undergraduate amount is 20,000 and the graduate amount is 40,000, then the student cannot receive more than 40,000 for this aggregate area.) When Distinct is displayed, the undergraduate and graduate limits are tracked separately. If the undergraduate amount is 20,000 and the graduate amount is 40,000, then the student can receive up to 60,000 for this aggregate area.)

Field or Control

Definition

Aggregate Areas for Program

Indicates the aid year that corresponds to the displayed information. Use View All to view aggregate area totals in other aid years.

Undergrad Lifetime (undergraduate lifetime)

Information in this row is for the student's undergraduate NSLDS loan years (U0–U5) and associated awards.

Graduate Lifetime (Cumulative)

Information in this row is for the student's graduate NSLDS loan years (G1–G4, P1–P4) and associated awards. The student's undergraduate loan year awards may also be included in this row, depending on whether the aggregate area has cumulative or distinct lifetime limits.

The student's undergraduate amount of this aggregate aid is counted towards the graduate limit. If the undergraduate amount is 20,000 and the graduate amount is 40,000, then the student cannot receive more than 40,000 for this aggregate area.)

When Distinct is displayed, the undergraduate and graduate limits are tracked separately. If the undergraduate amount is 20,000 and the graduate amount is 40,000, then the student can receive up to 60,000 for this aggregate area.)

Reviewing Aggregate Aid

Understanding Aggregate Aid Review

Pages Used to Review Aggregate Aid