9.2 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:  NavBar > Navigator > Financial Aid > Pell Payment > Manage Pell Payment    

The Pell Origination search page displays.

  1. On the search page, enter the ID.
  2. Enter Academic Institution.
  3. Enter Aid Year.
  4. Select the Search button. The Pell Origination tab will display.
Pell origination search page
  1. On the Pell Origination tab, use the Pell Information page to review or change the Pell processing status.
  2. The Pell Trans Stat (Pell transaction status) field is set to Ready if the Generate Pell Data process has not been 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.
  3. 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.
  4. Select the Pell Info link.  The Pell Information page will display.
Pell Orignation tab
  1. On the Pell Information page, select the OK button.  The Pell Origination tab will display.
Pell Information page
  1. On the Pell Origination tab, select the Orig Status link.  The Pell Orig Action Detail page will display.
Orig status link
  1. On the Pell Orig Action Detail page, select the Return link.  The Pell Origination page will display.
PELL ORIG ACTION DETAIL page
  1. On the Pell Origination tab, select the Setup Info tab. The Setup Info data will display.
  2. 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.
Setup Info sub-tab
  1. Select the Other Information tab.
  2. 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.
Other Information sub tab
  1. Select the Pell Disbursement Tab.  The Pell Disbursement tab will display.
  2. Review the Disbursement Detail tab information.
Pell Disbursement tab
  1. Select the COD Info Tab.  The COD Info tab will display.
  2. Review the COD Info tab information.
COD Info tab on Pell Disbursment tab
  1. The process to review the results of the Create Pell Origination is now complete.
  2. End of procedure.