Quick Reference Guide

Quick Reference Guide Revised July 2007 MODEL Direct Guide for Schools can be found at www.dhe.mo.gov Logging In Production Site https://www.mdhe.model.amsa.com • Click For Schools • Type your User Name and Password • Click Sign In • • Click on History to review comments and data changes at the borrower level. It is not necessary to select each loan from Application Detail to review the loan’s history. To review additional loans for the borrower, select Application Detail from the drop down list. Logging In Customer Acceptance Testing Site https://mocat1a.amsa.com/oowcr • • Type c_”username” as your User Name. Your Password may not be the same as your user password in the production site. Click Sign In Reallocations Existing Subsidized and Unsubsidized Stafford Loans • • • • • From the Application List click on Monetary Adjustments Reduce the Subsidized Certified Amount or Unsubsidized Certified Amount and increase the appropriate fields by the same amount Modify disbursements to reflect the reallocations Click Continue and review changes Click Submit Changes Add Loan Individual Loans Using Loan Builder • Click “Add Loans”, select “Loan Builder” option and follow screens to add individual loans. Follow screens and populate fields with requested data needed in order to certify loan. If a template has been created it can be accessed when adding individual loans. Creating a Subsidized or Unsubsidized Stafford Loan from Reallocation • In addition to the steps listed above, add disbursement dates and amounts for the newly created loan by clicking Modify Creating and Managing Templates • • From the Tools menu click Manage Templates Create a template by selecting the school listed then click Add New Template or make updates to existing templates by clicking Loan Templates on the left side panel bar and then select the template name Loan Increases and Decreases • • • • From the Inquiry and Update menu click Person Search Search by the Person, CommonLine ID, or Loan ID Identify the loan that you would like to increase or decrease from the Application Detail list and click on Monetary for the associated loan Adjustments Click on the corresponding disbursement number for the disbursement to be increased or decreased – Enter the newly requested disbursement amount and cancelation reason – Click OK – Perform these steps for each disbursement – When finished click Continue and subsequently click Submit Changes Retrieving Loan Records • • From the Inquiry and Update menu click Person Search Search by the Person, CommonLine ID, or Loan ID to review • Click on Application Detail loans submitted on a particular application • Click on Download MPN MPN for signature to download a to make • Click on Monetary Adjustments loan changes Disbursement Date Changes and Cancelling Loan Disbursements – Pre-disbursement • • • • • • • From the Inquiry and Update menu click Person Search. Search by the Person, CommonLine ID, or Loan ID Identify the loan that you would like to change from the Application Detail list and click on Monetary Adjustments for the associated loan If you are changing a disbursement date, click on the corresponding disbursement number – Enter the newly requested future disbursement date – Click OK – Perform these steps for each disbursement – When finished click Continue and subsequently click Submit Changes If you are cancelling a loan disbursement pre-disbursement, click on the corresponding disbursement number – Change the certified amount to the new loan amount and cancellation reason – Click OK, the disbursement gross amount will change – When finished, click Continue and subsequently click Submit Changes If there has been a previous adjustment of an individual disbursement, follow procedure for cancelling post-disbursement loans. – Select Eligibility Change for cancellation reason If withdrawn is selected all future disbursements of all guaranteed loans will be cancelled. Multiple Cancellations • • • • • From the Inquiry and Update Menu click Multiple Updates > Cancellation Populate the required fields and click Continue Enter up to 12 SSNs and click Search Select the appropriate loans to be cancelled and confirm that the disbursements need to be cancelled by clicking OK When finished, select Submit Changes Multiple Hold/Releases • • • • • • From the Inquiry and Update Menu click Multiple Updates > Hold/Release Populate the required fields and click Continue Enter criteria to select loans When finished click Search Select the disbursements that a school hold is to be applied to Click Submit Changes Reports • • Custom Reports – Created real time reports and reflect data as of the previous business day – To view the list of custom reports available, under the on Manage Reports menu click Create Custom Reports Subscription Reports – Reports that schools elect to receive on a daily, weekly, or monthly basis – To view the list of available subscription reports, under the Manage Reports menu click Manage Subscriptions – To access the list of reports that your institution has subscribed to, under the Manage Reports menu click Access Subscription Reports Canceling Loans – Pre- and Post-disbursement Individual Loans • • • • From the Inquiry and Update menu click Person Search. Search by the Person, CommonLine ID, or Loan ID Identify the loan that needs to be cancelled from the Application Detail list and click on for the Monetary Adjustments associated loan Click Cancel All Disbursements – Select a Cancellation Reason. – Enter the Enrollment Date Change – Indicate the correct Consummated Code for each disbursement. – Click OK Need assistance? Page level and field level help are available on each screen MDHE Call Center in Boston, MA (800) 824-4893 mdhe@amsa.com MDHE Information Center/ATOM in Jefferson City, MO (800) 473-6757 (573) 751-3940 info@dhe.mo.gov 3515 Amazonas Drive Jefferson City, MO 65109 (800) 473-6757 (573) 751-3940 www.dhe.mo.gov