Pell Grant Lifetime Eligibility Use

Report
By Larry Vu
[email protected]
Public Law 112-74
 Called Consolidated Appropriation Act of 2012
 Passed in December 2011
 Amended HEA section 401(c)(5) reducing Federal Pell
Grant from 18 semesters to 12 semesters
 Includes all years student received Pell
4 Categories of Pell LEU
 Student not on the report
 LEU greater than 450% but less than or equal to 500%
 LEU greater than 500% but less than 600%
 LEU 600% or higher
Common Origination Disbursement
(COD)
 Originally received PELL LEU here
 Now through Central Processing System (CPS)
 COD warning edit 177
 450% ≤ X ≤ 600%
 COD warning edit 178
 X ≥ 600%
 COD is the system of record for the Pell Grant LEU
ISIR
 Comment codes
 345

High
 346

Close to LEU limit
 347

Meet or exceed the LEU limit
 348

Are no longer close to or exceeding the LEU limit
 SAR C Flag is set with 346 and 347
File From Department of Education
 Original SSN
 First name
 First 2 letter of last name
 Middle initial
 Transaction number
 Date of Birth
 CPS date processed
 Current SSN
 Primary EFC
 LEU
 Last name
 Email address
 School code
Example
 "Original SSN","Original Name Code","Transaction
Number","CPS Date Processed","Primary Expected Family
Contribution","Applicant Last Name","Applicant First
Name","Applicant Middle Name","Applicant Date of
Birth","Current Social Security Number","Lifetime
Eligibility Used","Student's E-Mail Address","Federal
School Code"
 123456789,“MO","01",2013-0201,0.00,“MOUSE",“MICKEY",“L",1975-0605,123456789,599.992,[email protected]","001928"
 234567891,“MO","02",2013-0314,0.00,“MOUSE",“MINNIE",“M",1975-0605,234567891,525.000,[email protected]","001928"
Example
Original
SSN
Original
Name
Code
Primary
Current
Expected
Applicant Applicant Applicant Applicant Social
Transaction CPS Date Family
Last
First
Middle
Date of
Security
Number
Processed Contribution Name
Name
Name
Birth
Number
Lifetime Student's Federal
Eligibility E-Mail
School
Used
Address Code
123456789 MO
1 2/1/2013
0 MOUSE
MICKEY
L
[email protected]
6/5/1975 123456789 599.992 ahoo.com
1928
234567891 MO
2
3/14/201
3
0 MOUSE
MINNIE
M
6/5/1975 234567891
[email protected]
525 mail.com
1928
Calculating Pell LEU
 Identify EFC and determine annual amount
 Pell Disbursement / Scheduled award = Annual
percentage
 600% minus student’s percentage = Pell amount
available
 Pell not necessarily split evenly
Example
 For 2013-2014, Johnny has a 0 efc. He is only attending
your school and he is a full time student for both
semesters. He is at 525% of his Pell LEU. How much
Pell should your school award Johnny?
Answer
 600% – 525% = 75%
 5645 x 75% = 4233.75
 Fall semester Johnny receives $2,822.50
 Spring semester Johnny receives $1,411.25
 If your school rounded the Fall semester to $2,823, you
will need to reduce your spring to $1,410 to stay under
the 600%
More Pell
 No minimum amount award
 0 efc with 599.982% is $1
 5082 efc with 599.83% is $1
 Check before disbursing Pell
 15 days to report Pell adjustments to COD
Disputing Pell LEU Accuracy
 Documentation from the institution stating student
never attended or never received Pell there
 If your school believes COD is not correct, contact
Federal Student Aid’s COD School Relations Center at
1-800-474-7268
 Schools should not escalate the matter if the dispute
does not reduce it to less than 600%
Disputing Pell LEU Accuracy
 If an error is found (2008-2014), school must make
corrections to COD and return the funds to G5
 Before 2008 aid year, contact [email protected] or 1-
800-474-7268
What Students Need To Do
 Current year FAFSA
 Provide all documentation requested by the school
including a signed and dated statement with:
 Current school
 School with inaccurate Pell
 Award year and disputed amount
 Reason the student believes Pell is inaccurate
What Schools Should Do with a
Dispute
 Check the Pell LEU on COD
 Would the dispute bring the Pell LEU under 600%?
 Check student’s date of birth and SSN
 if there is discrepancy on either of these two items, the
case should be escalated
 Check for errors at your school and other schools
 You will need to contact other school to determine if
there was an error

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