EDI 135 Student Aid Origination Record

This Draft Standard for Trial Use contains the format and establishes the data contents of the Student Loan Application Transaction Set (135) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used by lending institutions ("lenders"), colleges, universities and trade schools ("schools"), and loan guarantee agencies ("guarantors") to exchange information relating to the certification, approval, and guarantee of specific student loan applications. This information includes, but is not limited to, student and applicant identification, school enrollment data, borrowing history, and the terms of the loan.The student loan application process typically begins with an applicant submitting a student loan application to the financial aid officer at the student's school. The financial aid officer adds school-related information and certifies the application. The school then forwards the loan application to the lender for review. If the review is satisfactory, the lender adds information to the application, approves the loan, and forwards the application to the guarantor. The guarantor reviews the lender-approved application and if appropriate, issues a guarantee. The lender disburses the loan proceeds when a guarantee is received.

Segments

Position

Segment

Name

Max use

Transaction Set Header

Mandatory

AtMax 1

To indicate the start of a transaction set and to assign a control number

BGN

Beginning Segment

Mandatory

AtMax 1

To indicate the beginning of a transaction set

SLI

Specific Loan Information

Mandatory

AtMax 3

To provide information for the loan under consideration

Disbursement Information

Mandatory

AtMax 10

To specify disbursement dates and amounts for a loan

DEF

Delayed Repayment

Opt

AtMax 1

To provide information related to student loan delayed repayment

DTP

Date or Time or Period

Opt

AtMax 5

To specify any or all of a date, a time, or a time period

ENT

LOOP

Mandatory

AtMax 6

ENT

Entity

Mandatory

AtMax 1

To designate the entities which are parties to a transaction and specify a reference meaningful to those entities

NTE

Note/Special Instruction

Opt

AtMax 5

To transmit information in a free-form format, if necessary, for comment or special instruction

ENR

School Enrollment Information

Opt

AtMax 1

To provide school data relative to the applicant or the student

100

FNA

Financial Status Information

Opt

AtMax 1

To provide financial status information about an applicant for a student loan

110

AMT

Monetary Amount

Opt

AtMax 15

To indicate the total monetary amount

120

MEA

Measurements

Opt

AtMax 2

To specify physical measurements or counts, including dimensions, tolerances, variances, and weights(See Figures Appendix for example of use of C001)

130

SCT

School Type

Opt

AtMax 8

To specify school type

140

DTP

Date or Time or Period

Opt

AtMax 1

To specify any or all of a date, a time, or a time period

150

Authentication

Opt

AtMax 1

To specify the authority for authorizing an action and the date authentication is made

LOOP

Opt

AtMax 2

160

Name

Opt

AtMax 1

To identify a party by type of organization, name, and code

170

Address Information

Opt

AtMax 2

To specify the location of the named party

180

Geographic Location

Opt

AtMax 1

To specify the geographic place of the named party

190

REF

Reference Identification

Opt

AtMax 10

To specify identifying information

200

PER

Administrative Communications Contact

Opt

AtMax 2

To identify a person or office to whom administrative communications should be directed

PLI

LOOP

Opt

AtMax 10

210

PLI

Previous Loan Information

Opt

AtMax 1

To provide information about an existing loan

220

Name

Opt

AtMax 2

To identify a party by type of organization, name, and code

230

Address Information

Opt

AtMax 2

To specify the location of the named party

240

Geographic Location

Opt

AtMax 1

To specify the geographic place of the named party

IN1

LOOP

Opt

AtMax 10

250

IN1

Individual Identification

Opt

AtMax 1

To provide identification of an individual or entity

260

IN2

Individual Name Structure Components

Opt

AtMax 5

To sequence individual name components for maximum specificity

270

DMG

Demographic Information

Opt

AtMax 1

To supply demographic information

280

DMA

Additional Demographic Information

Opt

AtMax 1

To supply additional demographic identification

LOOP

Opt

AtMax 4

290

Assigned Number

Opt

AtMax 1

To reference a line number in a transaction set

300

Name

Opt

AtMax 1

To identify a party by type of organization, name, and code

310

Address Information

Opt

AtMax 2

To specify the location of the named party

320

Geographic Location

Opt

AtMax 1

To specify the geographic place of the named party

330

DTP

Date or Time or Period

Opt

AtMax 1

To specify any or all of a date, a time, or a time period

340

PER

Administrative Communications Contact

Opt

AtMax 2

To identify a person or office to whom administrative communications should be directed

350

Transaction Set Trailer

Mandatory

AtMax 1

To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

Elements

Position	Element	Name	Requirement	Type	Min/Max	Repeat

1	143	Transaction Set Identifier Code	Mandatory	ID	3/3	1

2	329	Transaction Set Control Number	Mandatory	Alphanumeric	4/9	1

EDI Dictionary

EDI 135 Student Aid Origination Record

Segments

Elements