the student loan repayment program (slrp) process ......2015/07/07 · program (slrp) process...

0 The Right Number, Right People, and Right Care equals Personnel Readiness

Guard Incentives Management System (GIMS)

UNCLASSIFIED

The Student Loan Repayment

Program (SLRP) Process

Improvement Initiative

-

Region II and IV States ONLY

-

Updated 20150707

UNCLASSIFIED


Summary of State Level Stakeholders Responsibilities

Soldier Responsibilities:

• Print the Aid Summary sheet and all Loan Detail sheets from the National Student Loan Data System (NSLDS) located at www.nslds.ed.gov. Forms must be printed no earlier than 30 days prior to the date of entitlement (DOE).

• All NSLDS documents will be turned in to the unit point of contact (POC) along with signing one Department of Defense (DD) Form 2475 (Educational Loan Repayment Program Annual Application) for each year of payment being requested.

• Soldiers are not required to send the DD Form 2475(s) to their lenders. Unit POC Responsibilities:

• Print a DD Form 2475 for each year of payment being requested from the Guard Incentive Management System (GIMS) and present to the Soldier to sign.

• Only the Soldier’s signature is required as part of this initiative.

• Upload the signed DD Form 2475(s), the Soldier’s Aid Summary sheet and all Loan Detail sheets in GIMS.

• Submit all requested payments to the State Incentive Manager (IM) through GIMS.

http://www.nslds.ed.gov/

UNCLASSIFIED


Soldier Actions

• Step #1: Login to the NSLDS website at www.nslds.ed.gov. This site contains current information for federally guaranteed student loans. A Username and Password is required to login.

• Note: A PIN is no longer used to login.

• Step #2: Once logged in, the first page displayed is a list of all federal loans (“Aid Summary” sheet). Print this page. Click on each individual loan (number to the left of the loan data) to get to the “Loan Detail” sheet for that loan. Print this page. Follow this process and print the “Loan Detail” sheet for each loan.

• Step #3: Deliver the Aid Summary sheet and all Loan Detail sheets to your Unit POC.

• Step #4: Sign block 2f of the DD Form 2475(s). If more than 1 year of payment is requested, a separate signed DD Form 2475 is required.

UNCLASSIFIED


Soldier Action

Select

“Financial Aid

Review”

UNCLASSIFIED


Soldier Action

Select “Accept”

UNCLASSIFIED


Soldier Action

Input your

Username and

Password.

Select “LOGIN”

UNCLASSIFIED


Soldier Action

This is the “Aid

Summary” sheet. Print this

page by going

to “Tools” and

selecting “Print” or using the

“Print” icon.

UNCLASSIFIED


Soldier Actions

This is the

“Loan Detail” sheet. Print

one of these for

every federal

loan by going to

“Tools” and

selecting “Print” or using the

“Print” icon.

UNCLASSIFIED


Unit POC Actions

• Print and have Soldier Sign DD Form 2475 from the Generate DD2475 Bin for every Soldier in your unit when they are within 90 days of their payment date. Eligible Soldiers will automatically populate once they are eligible. This DD2475 bin is located in GIMS Payment Actions Bin under LRP. Screen shots are included to help assist you with this.

GIMS Website:

Enter URL: https://smms.army.pentagon.mil/Security/login.aspx and log in with your CAC

https://smms.army.pentagon.mil/Security/login.aspx

UNCLASSIFIED

Unit Actions

- Print and Sign DD Form 2475


Step # 1:

Select ) a ( , ) b ( , and ( c) to begin SLRP payments.

( a )

b ( )

) c (

Note: If you do not have access,

contact your State Incentive

Manager.

( a ): Select “Log In With CAC.”

): b ( Select

“Accept.”

c): ( Select

“GIMS”.

UNCLASSIFIED

Unit Actions


Step # 2: Select the Management Center “ “ icon in Panel 1 to find Soldiers

within your unit with an upcoming SLRP payment to be processed.

Panel 1 Panel 2

UNCLASSIFIED

Unit Actions



Panel 1

Step # 3: Select the “LRP” folder to expand the subfolders. Select “Payment Actions (State)” sub-folder within the Management Center to open the bins associated with the SLRP payment process.

UNCLASSIFIED

Unit Actions


Note: Soldiers with upcoming SLRP payments will automatically populate in the “Generate DD 2475” bin 90-Days prior to the Soldier’s date of entitlement (initial or anniversary payment date). DD Form 2475(s) for the SLRP Initiative can be signed 90 days out; however, all NSLDS must be printed no earlier than 30 days prior to the date of entitlement.

Step # 4: Select the “Generate DD 2475” bin.

This displays a roster of all your Soldiers with

upcoming or past due SLRP payment(s) in

Panel 2 .

Panel 1

UNCLASSIFIED

Unit Actions



Panel 1 Panel 2

Step # 5: Select the Soldier for whom you want to print a DD Form 2475 to continue. The Soldier’s record will open in Panels 3 and 4.

Note: Soldiers with previous Fiscal Year (FY) payment(s) that have not been processed will appear on a separate line for each outstanding FY. The DD Form 2475 is required for each FY; therefore, these steps apply to each FY.

UNCLASSIFIED

Unit Actions


Step # 6: To aid in viewing the information, select the blue ribbon bar at the top of Panel 3 to collapse it to the left side of the screen.

Panel 3 Panel 4

1 2

UNCLASSIFIED

Unit Actions



Panel 4

Step # 7: Select the Print DD 2475 button in Panel 4 and the form will open on your screen. Print the form and have the Soldier sign block 2f. Regions II and IV are not required to have the DD Form 2475 signed by a Unit Representative or completed by the Lender. Scan the form and save it to your desktop to be uploaded in a later step. Name the DD Form 2475 to correspond with the fiscal year for which payment is selected (ex. FY14 DD 2475).

UNCLASSIFIED

Unit Actions


Step # 8: (a) Select the “Form DD2475 has successfully printed” box.

(b) Enter the standard remark in the “Provide Remarks” box.

(c) Select the “Submit to Pending Documentation” button.

Panel 4

( a )

( b )

( c )

UNCLASSIFIED

Unit Actions



Note: Soldier will sign block 2f. BOTH pages of the DD Form 2475 need to be uploaded. Upload one DD Form 2475 for each year that payment is being requested. Name the DD Form 2475 to correspond with the fiscal year for which payment is selected (ex. FY14 DD 2475).

Page 1 Page 2

UNCLASSIFIED

Unit Actions

- Upload DD Form 2475 and Submit Payment Request


Step # 1: Select the Management

Center “ “ icon in Panel 1 in order to

find Soldiers within your unit that have

an upcoming SLRP payment to be

processed.

Panel 1 Panel 2

UNCLASSIFIED

Unit Actions



Panel 1

Step # 2: Select the “LRP” folder to expand the subfolders. Select “Payment Actions (State)” sub-folder within the Management Center to open the bins associated with the SLRP payment process.

UNCLASSIFIED

Unit Actions



Note: This bin contains the records of Soldiers whose DD Form 2475 has been printed. If you do not see your Soldier in this bin, check the “Generate DD 2475” bin. The “Form DD2475 has successfully printed” box from Step # 8. It must be selected in order to move the record to this bin. DD Form 2475(s) for the SLRP Initiative can be signed 90 days out; however, all NSLDS must be printed no earlier than 30 days prior to the date of entitlement.

Step # 3: Select the “Pending DD 2475

Return” bin. This displays a roster of all your

Soldiers with upcoming or past due SLRP

payment(s) in Panel 2 .

Panel 1

UNCLASSIFIED

Unit Actions



Panel 1 Panel 2

Step # 4: Select the Soldier for whom you want to continue payment process for. The Soldier’s record will open in Panels 3 and 4.

Note: Soldiers with previous Fiscal Year (FY) payment(s) that have not been processed will appear on a separate line for each outstanding FY. You must process the oldest FY payment first.

UNCLASSIFIED

Unit Actions



Step # 5: To aid in viewing the information, select the blue ribbon bar at the top of Panel 3 to collapse it to the left side of the screen.

Panel 3 Panel 4

1 2

UNCLASSIFIED

Unit Actions



Panel 4

Step # 6: Select the “Documents” tab in Panel 4. Note: Scan each document type as 1 file and not separate pages. You should have one file upload for the DD2475 for each FY and one file for NSLDS document. NSLDS document should have summary page on top with each detail sheet in chronological order behind it.

UNCLASSIFIED

Unit Actions



Panel 4

Step # 7: Select the “Upload Multiple” button and the Upload Files box will appear.

Step # 8: Select the “Browse” button and upload the two required documents as separate files: 1) DD Form 2475(s), and 2) complete NSLDS to include the Aid

Summary Sheet and all Loan Summary sheets. “Tags” and “Description” fields in the Upload Files box are left blank. Select “Save”. Note: The NSLDS sheets must be dated no earlier than 30 days prior to the date of entitlement to be eligible for payment as part of the SLRP Process Improvement Initiative.

UNCLASSIFIED

Unit Actions



Panel 4

Step # 9: Select the “Perform Action” tab.

UNCLASSIFIED

Unit Actions



Step # 10: a) Ensure the “Form DD2475 has successfully printed” box is checked. b) Enter the standard remark in the “Provide Remarks” box.

c) Select the “Submit to 1st Review” button to process the payment to the state’s “1st Review” bin.

Panel 4

( a )

( b )

( c )

UNCLASSIFIED

Unit Actions



Step # 11: Verify the Soldier’s record has been submitted to the State IM by selecting the “1st Review” bin in Panel 1. The Soldier’s record should appear in the list that populates in Panel 2.

NOTE: This completes the SLRP payment request actions at the unit level.

UNCLASSIFIED


Questions?

ESO- MAJ Samuel Labara (517)481-8325 [email protected]

ESM- CW2 Tammie Ochoa (517)481-8340 [email protected] SLRP IM- SFC Michael Monroe (517)481-8336 [email protected]

mailto:[email protected]

