Completing a Loan Counseling Requirement

This section provides an overview of a loan counseling requirement and lists the page used to complete a loan counseling requirement.

After the student accepts an award and the loan is originated, the system displays a link to entrance interview information for each award. This URL is specified on the Loan Counseling page and associated display parameters are set on the Loan Options page.

The student clicks the link to access the loan information. After the student demonstrates familiarity with the information, the administrator can change the Loan Entrance Interview Status field value on the Packaging Status Summary page from Inst Req to Completed.

Similarly, if an exit interview is required, the link is displayed in the program completion timeframe set on the Loan Counseling page. The student accesses the information and after demonstrating familiarity with the information, the administrator changes the Exit Interview field value on the Packaging Status Summary page from Inst Req to Completed.

Page Name

Definition Name

Navigation

Usage

Entrance/Exit Loan Counseling

SS_LN_COUNSEL

Self Service > Campus Finances > View Financial Aid > Award Summary > Loan Counseling link

Click the Award Description link to access the URL that has been selected on the Loan Counseling page to display loan requirement details for this award.