Appendix D – Common Record Crosswalk

Introduction
Notes: Borrower information translation is dependent on award type. If the DL is a Subsidized or Unsubsidized loan, then the Borrower information translates to the student person information. If the DL is a PLUS, then the Borrower information translates to the borrower person information. ** Student information translates to the student person information. *** These field values have changed from legacy record layouts, but have similar functions/names. Please refer to Technical Reference for additional information on content value/ or changed business process.

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TIV WAN Title IV Wan Transmission Header Record TIVWAN Transmission Header ID Unused Header Indicator Unused Common Record Block Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record Tag NA NA NA NA

TIV WAN Title IV Wan Transmission Batch Header Record TIVWAN Batch Header Identification Number Header Destination Number Unused Header Class Lavel Header Message Class Header XXX Label Header Batch Label Header Batch ID Header NCNT Label Header NCNT Unused Common Record Block Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record Tag NA NA NA NA NA NA NA NA NA NA NA

TIV WAN Title IV Wan Transmission Batch Trailer Record TIVWAN Batch Trailer Identification Number Trailer Destination Number Unused Trailer Class Label Trailer Message Class Trailer XXX Label Trailer Batch Label Common Record Block Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record Common Record Tag NA NA NA NA NA NA NA

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TIV WAN Title IV Wan Transmission Batch Trailer Record Common Record Block and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy NA NA NA NA Common Record Tag

Trailer Batch ID Trailer NCNT Label Trailer NCNT Unused

TIV WAN Title IV Wan Transmission Trailer Record TIVWAN Transmission Trailer ID Unused Header Indicator Unused Common Record Block Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record and Legacy Common Record Tag NA NA NA NA

RFMS Grant Batch Header Record Common Record Block Legacy Only Legacy Only Common Record Legacy Only Common Record Legacy Only Legacy Only Common Record Response Information Response Information Legacy Only Common Record Tag x x DocumentId x Software Provider = " " x x Software Version = " " ProcessDt RsErrorCd x

Header Identifier Data Record Length Batch ID OPE ID Software Provider Unused ED Use (Media Type) ED Use (Express Software Version) RFMS Process Date Batch Reject Reasons Unused

RFMS Grant Batch Trailer Record Trailer Identifier Data Record Length Common Record Block Legacy Only Legacy Only Common Record Tag x x

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RFMS Batch ID Reported Number of Records Reported Total of Batch Reported Total Sign Indicator Accepted and Corrected Number of Records Accepted and Corrected Total of Batch Accepted and Corrected Total Sign Indicator Number of Duplicate Records Unused Unused Common Record Legacy Only Entity Information Legacy Only Legacy Only Legacy Only Legacy Only Entity Information Legacy Only Legacy Only DocumentId x TotAmtRep x x x x TotNumDup x x

RFMS Origination Record Origination ID Original SSN Original Name Code Attended Campus PELL-ID Unused Origination cross-reference Action Code Unused Award amount for entire school year Estimated Disbursement Date #1 - #15 Enrollment Date Low Tuition & Fees code Verification Status code Incarcerated Federal Pell Recipient code Transaction Number Expected Family Contribution (EFC) Secondary Expected Family Contribution Code Academic calendar Payment Methodology Cost of Attendance Enrollment status Weeks of instructional time used to calculate payment Weeks of inst. time in program's definition of academic year Cr/Clock hrs in Award Year Common Record Block Legacy Only Legacy Only Legacy Only Entity Information Legacy Only Award Information Response Information Legacy Only Award Information Disbursement Information Award Information - Pell Award Information - Pell Award Information - Pell Award Information - Pell Award Information Legacy Only Award Information - Pell Award Information - Pell Award Information - Pell Award Information - Pell Legacy Only Award Information - Pell Award Information - Pell Award Information - Pell Common Record Tag x x x AttendingSchl - EntityId x SchlUseOnly RsInd x AwardAmt DisbNum = "1" - "15" DisbDt EnrollDt LowTuitFeesInd VerifStatusCd*** IncarceratedFlg CPSTransNum x SecondaryEFCInd AcCal PmtMethod CostofAttend x InstructWksUsed InstructWksDefiningAcYr CrClockHrsinAwardYr

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RFMS Origination Record Cr/Clock hrs in this student's program of study's academic year Institution Internal Sequence Number Unused Student Current SSN for this transaction Student's Date of Birth for this transaction Student's Last Name for this transaction Student's First Name for this transaction Student's Middle Initial for this transaction Unused Common Record Block Award Information - Pell Legacy Only Legacy Only Person Information Person Information Person Information Person Information Person Information Legacy Only Common Record Tag CrClockHrsinProgsAcYr x x Student SSNum = " " Student DtofBirth = " " Student LastName = " " FirstName MiddleInitial x

RFMS Origination Acknowledgement Record Origination ID Original SSN Original Name Code Attended Campus PELL-ID Unused Origination cross-reference Action Code Unused Accepted Award amount for the entire school year Accepted Estimated Disbursement Date #1 - #15 Accepted Enrollment Date Accepted Low Tuition & fees flag Accepted Verification status flag Accepted Incarcerated Federal Pell Recipient code Accepted Transaction number Accepted Expected Family Contribution (EFC) Accepted Secondary Expected Family Contribution Used Code Accepted Academic calendar Accepted Payment methodology Accepted Cost of Attendance Accepted Enrollment status Accepted Weeks of instructional time used to calculate payment Common Record Block Legacy Only Legacy Only Legacy Only Entity Information Legacy Only Award Information Response Information Legacy Only Award Information Disbursement Information Award Information - Pell Award Information - Pell Award Information - Pell Award Information - Pell Award Information Legacy Only Award Information - Pell Award Information - Pell Award Information - Pell Award Information - Pell Legacy Only Award Information - Pell Common Record Tag x x x AttendingSchl - EntityId x SchlUseOnly RsInd x AwardAmt Disb Number = "1" - "15" DisbDt EnrollDt LowTuitFeesInd VerifStatusCd IncarceratedFlg CPSTransNum x SecondaryEFCInd AcCal PmtMethod CostofAttend x InstructWksUsed InstructWksDefiningAcYr CrClockHrsinAwardYr

Accepted Weeks of inst. time in program's definition of academic year Award Information - Pell Accepted Cr/Clock hours in Award Year Award Information - Pell

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RFMS Origination Acknowledgement Record Accepted Cr/Clock hours in this student's program of study's academic year Institutional Internal Sequence Number Unused Scheduled Federal Pell Grant Previously Accepted Transaction Number Previously Accepted EFC Previously Accepted Secondary EFC Code Previously Accepted Cost of Attendance Origination warning/reject reasons ED Use Flags Negative Pending Amount Secondary Expected Family Contribution Student Current SSN for this transaction Student's Date of Birth for this transaction Student's Last Name for this transaction Student's First Name for this transaction Student's Middle Initial for this transaction Unused Common Record Block Award Information - Pell Legacy Only Legacy Only Response Information Legacy Only Legacy Only Legacy Only Legacy Only Response Information Response Information Legacy Only Award Information - Pell Person Information Person Information Person Information Person Information Person Information Legacy Only x SchedFedPellGrt x x x x RsInd SFAInd x SecondaryEFCInd Student SSNum = " " Student DtofBirth = " " Student LastName = " " FirstName MiddleInitial x Common Record Tag CrClockHrsinProgsAcYr

RFMS Disbursement Record Origination ID Disbursement cross-reference Action Code Disbursement Reference Number Debit/Credit Indicator Flag Disbursement Amount Disbursement Date Payment Period Start Date Unused Common Record Block Legacy Only Disbursement Information Response Information Disbursement Information Disbursement Information Disbursement Information Disbursement Information Disbursement Information Legacy Only Common Record Tag x SchlUseOnly RsInd Disbursement Number = " " First digit of DisbAmt DisbAmt DisbDt PmtPeriodStartDt x

RFMS Disbursement Acknowledgement Record Origination ID Disbursement cross-reference Action Code/Status Common Record Block Legacy Only Disbursement Information Response Information Common Record Tag x SchlUseOnly RsInd

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RFMS Disbursement Acknowledgement Record Disbursement Reference Number Accepted Debit/Credit Indicator Flag Accepted Disbursement Amount Disbursement Date Payment Period Start Date Unused YTD Disbursed Amount Edit/Comment Codes ED Use Flags Unused Common Record Block Disbursement Information Disbursement Information Disbursement Information Disbursement Information Disbursement Information Legacy Only Response Information Response Information Response Information Legacy Only Common Record Tag Disbursement Number = " " First digit of DisbAmt DisbAmt DisbDt PmtPeriodStartDt x YrTDDisbAmt RsErrorCd SFAInd x

Direct Loan Header Header Record Identifier Data Record Length Message Class Batch Identifier Created Date Created Time Batch Reject Code End Date Rebuild Loan File Request Type Vendor Identifier and Version Number Filler Common Record Block Legacy Only Legacy Only Legacy Only Common Record Legacy Only Legacy Only Response Legacy Only Legacy Only Common Record/ Common Record Legacy Only Common Record Tag x x x Document Id x x RsErrorCd x x Software Provider= " " Software Version= " " x

Direct Loan Trailer Common Record Block Legacy Only Legacy Only Reported Summary Reported Summary ProgYrSummary Legacy Only Legacy Only Common Record Tag x x TotNumStuds TotNumAcc TotNumRej x x

Trailer Record Identifier Data Record Length Number of Records Total Number of Accepted Records Total Number of Rejected Records Total Number of Pending Records Filler

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Direct Loan Full Loan (Subsidized/Unsubsidized/PLUS) Origination Loan Identifier Borrower's Social Security Number Borrower's First Name Borrower's Last Name Borrower's Middle Initial Borrower's Permanent Address Borrower's Permanent Address City Borrower's Permanent Address State Borrower's Permanent Zip Code Borrower's Telephone Number Borrower's Driver's License Number Borrower's Driver's License State Borrower's Date of Birth Borrower's Citizenship Borrower's Alien Registration Number Borrower's Loan Default/Grant Over Common Record Block Award Information - DL Person Information * Person Information * Person Information * Person Information * Person Information * Person Information * Person Information * Person Information * Person Information * Person Information * Person Information * Person Information * Person Information * Legacy Only Award Information - DL Common Record Tag AwardId SSNum FirstName Person LastName = " " MiddleInitial Addr1 City State ZipCd PhoneNum DLNum DLNum State = " " Person DtofBirth = " " CitznStatusInd*** x LDefGOver AppliesTo Value GradeLevelInd AwardAmt AwardBeginDt AwardEndDt Disbursement Number = "1" - "20" DisbDt Disbursement Number = "1" - "20" DisbAmt Disbursement Number = "1" - "20" DisbFeeAmt Disbursement Number = "1" - "20" IntRebateAmt Disbursement Number = "1" - "20" DisbNetAmt DocumentId PromNtPrtInd x OrigntnFeePct Student SSNum = " " FirstName Student LastName = " " MiddleInitial

Student's College Grade Level Loan Amount Approved Loan Period Start Date Loan Period End Date 1st-20th Disbursement Anticipated Date

Loan Information - DL Award Information LoanInformation - DL LoanInformation - DL Disbursement Information

1st - 20th Disbursement Anticipated Gross Amount

Disbursement Information

1st - 20th Disbursement Anticipated Loan Fee Amount

Disbursement Information

1st - 20th Disbursement Anticipated Interest Rebate Amount

Disbursement Information

1st - 20th Disbursement Anticipated Net Amount

Disbursement Information

Loan Origination Batch Identifier Promissory Note Print Indicator Additional Unsubsidized Eligibility for Dep Student Origination Fee Percentage Student's Social Security Number (PLUS) Student's First Name (PLUS) Student's Last Name (PLUS) Student's Middle Initial (PLUS)

Common Record LoanInformation - DL Legacy Only LoanInformation - DL Person Information Person Information Person Information Person Information

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Direct Loan Full Loan (Subsidized/Unsubsidized/PLUS) Origination Student's Citizenship (PLUS) Student's Alien Registration Number (PLUS) Student's Date of Birth (PLUS) Student's Loan Default/Grant Overpayment (PLUS) Common Record Block Person Information Legacy Only Person Information Award Information - DL Common Record Tag CitznStatusInd x Student DtofBirth = " " LDefGOver AppliesTo Value x x Temp = true Addr Temp = true City Temp = true State Temp = true ZipCd x DependOverride*** x AwardCreateDt ACYrBeginDt ACYrEndDt AddtHPPA DiscStmtPrtInd Email

School Code Filler Student's Local Address Student's Local Address City Student's Local Address State Student's Local Zip Code Filler Dependency Status Filler Loan Origination Date Academic Year Start Date Academic Year End Date

Legacy Only Legacy Only Person Information** Person Information** Person Information** Person Information** Legacy Only Award Information Legacy Only Award Information - DL LoanInformation - DL LoanInformation - DL

Additional Unsubsidized Eligibility up to Health Profession Programs Award Information - DL Amount Disclosure Statement Print Indicator LoanInformation - DL Student's E-mail Address Person Information**

Direct Loan Full Loan (Subsidized/Unsubsidized/PLUS) Origination Acknowledgement Acknowledgement Date Loan Origination Batch Identifier Loan Identifier Full Loan Orig Status Flag Full Loan Orig Reject Reasons Master Promissory Note Status Electronic Master Promissory Note Indicator Master Promissory Note Indicator Filler Common Record Block Response Information Common Record Award Information Response Information Response Information Response Information Response Information Response Information Legacy Only Common Record Tag ProcessDt DocumentId AwardId RsInd*** RsErrorCd MPNStat EMPNFlg MPNLinkFlg x

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Appendix D AD-9

Direct Loan Disbursement/ Disbursement Acknowledgement, Booking Notification, or Servicer Refund Loan Identifier Disbursement Number Disbursement Activity Transaction Date Disbursement Sequence Number Disbursement Actual Gross Amount Disbursement Actual Loan Fee Amount Disbursement Actual Net Amount Disbursement Actual Interest Rebate Amount Filler User Identifier Create Disbursement Batch Number School Code Filler Filler Filler Disb Activity Taken Status Filler Filler Disbursement Actual Gross Amount - LOC Disbursement Actual Loan Fee Amount - LOC Disbursement Actual Net Amount - LOC Payment to Servicer Amount First Disbursement Flag Disbursement Actual Interest Rebate Amount - LOC Filler LOC's Total Net Booked Loan Amount Acknowledgement Date Confirmation Flag Common Record Block Award Information Disbursement Information Legacy Only Disbursement Information Disbursement Information Disbursement Information Disbursement Information Disbursement Information Disbursement Information Legacy Only Disbursement Information Common Record Legacy Only Legacy Only Legacy Only Legacy Only Legacy Only Legacy Only Legacy Only Disbursement Information Disbursement Information Disbursement Information Award Information - DL Disbursement Information Disbursement Information Legacy Only Award Information - DL Response Common Record Disbursement Information Common Record Tag AwardId Disbursement Number = "" x DisbDt DisbSeqNum DisbAmt DisbFeeAmt DisbNetAmt IntRebateAmt x SchlUseOnly DocumentId x x x x x x x DisbAmt DisbFeeAmt DisbNetAmt PmttoSvcrAmt FirstDisbFlg IntRebateAmt x BkdLoanAmt ProcessDt ConfFlg

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Direct Loan Loan Origination Change Loan Identifier Loan Identifier Error Code Change Field Number01-10 Value01-10 Error01-10 Filler Change Batch Identifier Filler Common Record Block Award Information - DL Response Information Legacy Legacy Response Information Legacy Only Common Record Legacy Only Common Record Tag AwardId RsErrorCd x x RsErrorCd x DocumentId x

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Appendix D AD-11

Direct Loan Loan Origination Change S038 - 1st Disbursement Anticipated Date Common Record Block Disbursement Information Common Record Tag Disbursement Number = "1" DisbDt Disbursement Number = "1" DisbAmt Disbursement Number = "2" DisbDt Disbursement Number = "2" DisbAmt Disbursement Number = "3" DisbDt Disbursement Number = "3" DisbAmt Disbursement Number = "4" DisbDt Disbursement Number = "4" DisbAmt Disbursement Number = "5" DisbDt Disbursement Number = "5" DisbAmt Disbursement Number = "6" DisbDt Disbursement Number = "6" DisbAmt Disbursement Number = "7" DisbDt Disbursement Number = "7" DisbAmt Disbursement Number = "8" DisbDt Disbursement Number = "8" DisbAmt Disbursement Number = "9" DisbDt Disbursement Number = "9" DisbAmt Disbursement Number = "10" DisbDt

S039 - 1st Disbursement Anticipated Gross Amount

Disbursement Information

S048 - 2nd Disbursement Anticipated Date

Disbursement Information

S049 - 2nd Disbursement Anticipated Gross Amount

Disbursement Information

S058 - 3rd Disbursement Anticipated Date

Disbursement Information

S059 - 3rd Disbursement Anticipated Gross Amount

Disbursement Information

S068 - 4th Disbursement Anticipated Date

Disbursement Information

S069 - 4th Disbursement Anticipated Gross Amount

Disbursement Information

S130 - 5th Disbursement Anticipated Date

Disbursement Information

S131 - 5th Disbursement Anticipated Gross Amount

Disbursement Information

S134 - 6th Disbursement Anticipated Date

Disbursement Information

S135 - 6th Disbursement Anticipated Gross Amount

Disbursement Information

S138 - 7th Disbursement Anticipated Date

Disbursement Information

S139 - 7th Disbursement Anticipated Gross Amount

Disbursement Information

S142 - 8th Disbursement Anticipated Date

Disbursement Information

S143 - 8th Disbursement Anticipated Gross Amount

Disbursement Information

S146 - 9th Disbursement Anticipated Date

Disbursement Information

S147 - 9th Disbursement Anticipated Gross Amount

Disbursement Information

S150 - 10th Disbursement Anticipated Date

Disbursement Information

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Direct Loan Loan Origination Change S151 - 10th Disbursement Anticipated Gross Amount Common Record Block Disbursement Information Common Record Tag Disbursement Number = "10" DisbAmt Disbursement Number = "11" DisbDt Disbursement Number = "11" DisbAmt Disbursement Number = "12" DisbDt Disbusement Number = "12" DisbAmt Disbursement Number = "13" DisbDt Disbursement Number = "13" DisbAmt Disbursement Number = "14" DisbDt Disbursement Number = "14" DisbAmt Disbursement Number = "15" DisbDt Disbursement Number = "15" DisbAmt Disbursement Number = "16" DisbDt Disbursement Number = "16" DisbAmt Disbursement Number = "17" DisbDt Disbursement Number = "17" DisbAmt Disbursement Number = "18" DisbDt Disbursement Number = "18" DisbAmt Disbursement Number = "19" DisbDt Disbursement Number = "19" DisbAmt

S154 - 11th Disbursement Anticipated Date

Disbursement Information

S155 - 11th Disbursement Anticipated Gross Amount

Disbursement Information

S158 - 12th Disbursement Anticipated Date

Disbursement Information

S159 - 12th Disbursement Anticipated Gross Amount

Disbursement Information

S162 - 13th Disbursement Anticipated Date

Disbursement Information

S163 - 13th Disbursement Anticipated Gross Amount

Disbursement Information

S166 - 14th Disbursement Anticipated Date

Disbursement Information

S167 - 14th Disbursement Anticipated Gross Amount

Disbursement Information

S170 - 15th Disbursement Anticipated Date

Disbursement Information

S171 - 15th Disbursement Anticipated Gross Amount

Disbursement Information

S174 - 16th Disbursement Anticipated Date

Disbursement Information

S175 - 16th Disbursement Anticipated Gross Amount

Disbursement Information

S178 - 17th Disbursement Anticipated Date

Disbursement Information

S179 - 17th Disbursement Anticipated Gross Amount

Disbursement Information

S182 - 18th Disbursement Anticipated Date

Disbursement Information

S143 - 18th Disbursement Anticipated Gross Amount

Disbursement Information

S186 - 19th Disbursement Anticipated Date

Disbursement Information

S187 - 19th Disbursement Anticipated Gross Amount

Disbursement Information

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Direct Loan Loan Origination Change S190 - 20th Disbursement Anticipated Date Common Record Block Disbursement Information Common Record Tag Disbursement Number = "20" DisbDt Disbursement Number = "20" DisbAmt ACYrEndDt ACYrBeginDt x AddtHPPA x CitznStatusInd*** BorrowerDtofBirth = " " x DLNum DLNum State = " " FirstName LastName LDefGOver AppliesTo Value MiddleInitial Addr1 x City StateProv ZipCd SSNum x PhoneNum DependOverride*** DiscStmtPrtInd IntRebatePct AwardAmt AwardEndDt AwardBeginDt OrigntnFeePct PromNtPrtInd x CitznStatusInd*** GradeLevelInd

S191 - 20th Disbursement Anticipated Gross Amount

Disbursement Information

S122 - Academic Year End Date S121 - Academic Year Start Date S123 - Additional Unsubsidized Eligibility for Dependent Student S110 - Additional Unsubsidized Eligibility for Health Profession Programs S019 - Borrower's Alien Registration Number S018 - Borrower's Citizenship S016 - Borrower's Date of Birth S107 - Borrower's Date of Birth Change Date S105 - Borrower's Driver's License Number S014 - Borrower's Driver's License State S006 - Borrower's First Name S007 - Borrower's Last Name S022 - Borrower's Loan Default/Grant Overpayment

Loan Information - DL Loan Information - DL Legacy Only Award Information - DL Legacy Only Person Information * Person Information * Legacy Only Person Information * Person Information * Person Information * Person Information * Award Information - DL

S008 - Borrower's Middle Initial S009 - Borrower's Permanent Address S104 - Borrower's Permanent Address Change Date S010 - Borrower's Permanent Address City S011 - Borrower's Permanent Address State S012 - Borrower's Permenent Zip Code S005 - Borrower's Social Security Number S106 - Borrower's Social Security Change Date S013 - Borrower's Telephone Number S017 - Dependency Status S115 - Disclosure Statement Print Indicator S193 - Interest Rebate Percentage S029 - Loan Amount Approved S033 - Loan Period End Date S032 - Loan Period Start Date S116 - Origination Fee Percentage S083 - Promissory Note Print Indicator P008 - Student's Alien Registration Number P007 - Student's Citizenship S026 - Student's College Grade Level

Person Information * Person Information * Legacy Only Person Information * Person Information * Person Information * Person Information * Legacy Only Person Information * Award Information Loan Information - DL Loan Information - DL Award Information Loan Information - DL Loan Information - DL Loan Information - DL Loan Information - DL Legacy Only Person Information** Loan Information - DL

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Direct Loan Loan Origination Change P006 - Student's Date of Birth S126 - Student's E-mail Address P003 - Student's First Name P004 - Student's Last Name P009 - Student's Loan Default/Grant Overpayment Common Record Block Person Information** Person Information** Person Information** Person Information** Award Information - DL Common Record Tag Student DtofBirth = " " Email FirstName Student LastName = " " LDefGOver AppliesTo Value Temp = true Addr x Temp = true City Temp = true StateProv Temp = true ZipCd MiddleInitial Student SSNum = " "

S100 - Student's Local Address S105 - Student's Local Address Change Date S101 - Student's Local Address City S102 - Student's Local Address State S103 - Student's Local Zip Code P005 - Student's Middle Initial P002 - Student's Social Security Number

Person Information** Legacy Only Person Information** Person Information** Person Information** Person Information** Person Information**

Direct Loan MPN/PLUS Promissory Note Acknowledgement Promissory Note Acknowledgement Date Promissory Note Batch Identifier Loan Identifier Promissory Note Status Promissory Note Reject Code 1st - 20th Anticipated Gross Amount Common Record Block Common Record Legacy Only Award Information Response Information Response Information Disbursement Information Common Record Tag ProcessDt x AwardId MPNStat RsErrorCd Disbursement Number = "1" - "20" DisbAmt MPNId

Master Promissory Note Identification

Response Information

Direct Loan PLUS Credit Decision Acknowledgement Credit Decision Date Loan Identifier Credit Override Filler Common Record Block Response CrDecisionResponse Award Information - DL Response CrDecisionResponse Legacy Only Common Record Tag CrDecisionDt AwardId CrOverrideInd x

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