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  1. Navigate to Financial Aid COD Documents from Student Financials Menu or Financial Aid Dashboard shortcut.

  2. Click on "PLUS Documents" Tab

  3. Click "Choose File" under the PLUS File Import section

  4. Select the "crspXXop" file from your EdConnect download folder and click "Upload" button

  5. Once the file successfully imports the grid will show the applications from the last imported file to review and the following fields:

    • The grid will show the Application ID that can be used to search for the application in COD, 

    • The corresponding document ID

    • Award year

    • Student ID (If the SSN matches a student's on file; if no match is found the words "Unmatched SSN" will show)

    • Student name

    • Borrower Name

    • Endorser Name (If applicable)

    • Approved Loan Amount (This amount is what will be used in the auto packaging process)

    • Endorser Amount (If applicable)

    • Credit Decision showing Approved or Denied

      • (If Denied, the

      Application
      • application will

      not
      • NOT be used to package PLUS loans through the auto packaging process. If you try to originate, it will be rejected because the application will not be linked to the award. If manually set to Approved, then you need to manually assign the PLUS loan application ID under the award detail.)

    • Credit Decision and Expiration dates

      • (If Credit Decision Expiration Date has passed, the application will

      not
      • NOT be used to package PLUS loans through the auto packaging process. If you try to originate, it will be rejected because the application will not be linked to the award.).

    • Max Loan Indicator

      • (If Yes, the packaging process will packaging the PLUS loan up to the remaining Cost of Attendance)

    • Deferment Option Flag

    • Six Month Deferment Option Flag

    • School Credit Balance Option

    • Credit Balance Option (Who should receive the credit balance Student or Borrower)

    • Borrower Overpay Code (If Yes, then PLUS loan packaging will be blocked)

    • Loan Request Start and End Dates

    • Credit Requirements Met (If 'No' then PLUS loan packaging will be blocked)

  6. To see previously imported files, select a date range from the filters section and click "Filter"

    ImportDate.png

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