Manage Pell Origination

Purpose:  Use this document as a reference on how to manage the Pell Origination process using ctcLink.

Audience:  Financial Aid staff

Use the Pell Origination page to review results of Pell origination.

Manage Pell Origination

Navigation:  Main Menu > Financial Aid > Pell Payment > Manage Pell Payment    

  1. Enter ID
  2. Enter Academic Institution
  3. Enter Aid Year
  4. Select the Search button
pell origination page

The Pell Trans Stat (Pell transaction status) field is set to Ready if the Generate Pell Data process has not be run yet. Otherwise, the status should say Transmitted, indicating that the COD XML file has been created for this record during the Generate Pell Data process.

The Pell Orig Stat (Pell origination status) field is set to Originate if the Generate Pell Data process has not be run yet. Otherwise, the status should say Transmitted, indicating that the COD XML file has been created for this record during the Generate Pell Data process.

pell origination detail

Use the Pell Information page to review or change the Pell processing status.

  1. Select the Pell Info link.
  2. Select the OK button.
  3. Select the Orig Status link.
  4. Select the Return link.
  5. Select the Setup Info tab.
setup info tab

The Setup Info tab displays additional origination information, such as the first date on which the student was enrolled in an eligible program, if the tuition and fees are low (low T&F flag),  and the COA used to calculate the Pell award amount.

  1. Select the Other Information tab.
other information tab

The Other Information tab displays additional origination information, such as the incarceration status (IncarcerCd), or, if a change has been made, any previous ISIR transaction, EFC, secondary EFC, or COA.

  1. Select the Pell Disbursement Tab and review.
disbursement detail
  1. Select the COD Info Tab and review.
cod info tab
  1. Select the Other Information Tab and review.
other information tab

You have successfully reviewed the results of the Create Pell Origination process.

End of procedure.