Selecting an Item Type Loan Entrance Interview Disbursement Requirement

Access the Disbursement Rules: Item Type - Indicators page (Set Up SACR, and then Product Related, and then Financial Aid, and then Disbursement, and then Define Item Types Rules, and then Indicators).

Note:

For a complete description of this page:

See Defining Item Type Disbursement Rules.

Field or Control	Description
Loan Entrance Intervw Reqloan entrance interview required	Select this check box to have the authorization process determine whether a student must complete loan entrance counseling for awards of this item type. If your school selects a Loan Counseling Version of Simple in the Financial Aid Defaults setup, the authorization process checks the student's NSLDS history for a prior Stafford, Direct, or Supplemental Loan for Students (SLS) loan. If the system finds a record, it authorizes the item type for disbursement. If no prior loan history exists, the student is assumed to be a new borrower, and the Loan Entrance Interview Status field on the Packaging Status Summary component is checked for the student's current status. If your school selects a Loan Counseling Version of Expanded in the Financial Aid Defaults setup, the authorization process reviews the student's loan counseling history on the Loan Counseling page to determine whether the student has satisfied the requirement. See Managing Loan Counseling Data.

Field or Control

Description

Loan Entrance Intervw Reqloan entrance interview required

Select this check box to have the authorization process determine whether a student must complete loan entrance counseling for awards of this item type.

If your school selects a Loan Counseling Version of Simple in the Financial Aid Defaults setup, the authorization process checks the student's NSLDS history for a prior Stafford, Direct, or Supplemental Loan for Students (SLS) loan. If the system finds a record, it authorizes the item type for disbursement. If no prior loan history exists, the student is assumed to be a new borrower, and the Loan Entrance Interview Status field on the Packaging Status Summary component is checked for the student's current status.

If your school selects a Loan Counseling Version of Expanded in the Financial Aid Defaults setup, the authorization process reviews the student's loan counseling history on the Loan Counseling page to determine whether the student has satisfied the requirement.

See Managing Loan Counseling Data.