Setting Up Pell Payment Information

Select to identify an institution. After the Pell ID reporting number is defined for the institution, any school that you associate with your institution, such as an off-site campus, is associated with your primary institution.

Enter your TG identification number. This number corresponds to your SAIG mailbox and identifies your school as a destination point.

Enter the ID provided by COD. This field is optional.

Select one of the following values: 5 years, 4 years, Less than 1 yr, Less than 2 yrs, Less than 3 yrs, or Less than 4 yrs.

This field is optional. Values are:

Clock Hour: Measures academic progress by clock hours.

Crdt Hr NS (credit hour nonstandard term): Uses nonstandard academic terms, and measures progress by credit hours or units. The Financial Aid system does not support this Pell calculation.

Credit Hr w/o Trm (credit hour without term): Does not use terms, and measures academic progress by credit hours. The Financial Aid system does not support this Pell calculation.

Quarter: Uses standard term quarters, and measures academic progress by quarter hours.

Semester: Uses standard term semesters, and measures academic progress by semester hours.

Trimester:Uses standard term trimesters, and measures academic progress by semester or trimester hours.

This field is optional. Values are: Formula 1, Formula 2, Formula 3, Formula 4, Formula 5, and (none).

Select to indicate whether the institution is Proprietary, Prvt. Nprft (private and nonprofit), or Public.

The system uses this field to identify tuition ranges when the annual tuition falls into the low tuition category, as mandated by the Department of Education for each award year. Values are: (none), 0, Range 1, and Range 2.

This field is optional. You can save the page without entering data in this field. Enter the number of hours or credits in the academic year of the program.

Select to indicate the Pell funding method if the institution is participating in the just-in-time program. Use this field for processing disbursement records.

This field is optional. You can save the page without entering data in this field. Enter the number of weeks of instructional time in the academic year of the program. For example, if the payment methodology is Formula 1, you would enter 30 to represent 30 weeks of instructional time.

Enter the maximum Pell award amount for the academic year. If awards greater than the defined amount exist, the system does not originate those students.

Enter the maximum amount of expected family contribution used to calculate a Pell Grant.

Enter a value that represents how many days before your school sends out the disbursement. The number that you enter in this field determines how many days before (negative) or after (positive) the disbursement date you send disbursement records. This value is used in the selection for the outbound disbursement process. You can send disbursement records up to 30 days before disbursement for advance funding schools and up to 5 days before disbursement for just-in-time schools.

The system activates this field only if the COD Full Participant check box is selected. The school identifier is common across the Pell, ACG, SMART, and Direct Loan programs. It is a randomly generated eight-digit number assigned by the Department of Education. It serves as the Entity ID required in the School Entity, Reporting School, and Attending School fields of the XML file.

Select if the institution is a COD Full Participant to generate, send, and receive a COD XML file.

Click to access the Copy Pell Payment Options page, where you can copy setup data from one aid year to another.

Click to access the Pell Payment Detail page. Use this page to set up a career and program at the institution when the payment program differs from the default payment schedule or formula.

Select a career defined by the institution.

Select a program defined by the institution.

Select a plan defined by the institution.

This field is optional. Enter the number of weeks of instructional time in the academic year of the program.

This field is optional. Enter the number of hours or credits in the academic year of the program.

This field is optional. Select from these values: Clock Hour, Crdt Hr NS (credit hour nonstandard terms), Quarter, Semester, Trimester, and Hr w/o Terms (hour without terms).

This field is optional. Select from these available formulas to calculate the student's Pell Grant: Formula 1, Formula 2, Formula 3, Formula 4, Formula 5, and (none).

Identifies annual tuition that falls into the low tuition category as mandated by the Department of Education for each award year. Select from the values: (none), 0, Range 1, and Range 2.

Select to use full-time enrollment. The system builds the field for all originated students using full-time enrollment, regardless of the student's actual enrollment. For example, if you select this check box and a student is enrolled part-time, the system reports the student as full-time. To report and originate a student as full-time with maximum Pell, you must also select the Orig Max Pell check box.

If you select this check box, the system does not update the disbursement tables to reflect the actual Pell amount. When you are ready to send in the disbursement request, you must accept the Pell award, rerun origination, and then run the disbursement outbound process. If you do not go back and run origination, the disbursement outbound process does not pick up students whose Pell disbursements are zero. When you select this check box, you can originate a student's award with an award status of Offered.

Select to direct the system to originate the maximum Pell award amount for all processed students in that career program plan. The maximum Pell award is defined on the Pell Payment Setup page (PELL_PMT_OPTION).