Navigation:  Financial Aid > Awards > Award Processing > Assign Awards to a Student

1. The Award Entry search page displays.  
2. Enter the ID.
3. Enter the Academic Institution.
4. Enter the Aid Year.
5. Select the Search button.  
6. The Assign Awards to a Student page displays.
7. From the Award section, insert a new row.
8. Enter the Award Sequence Nbr if not auto-populated. If there other awards already present on the award screen, award the PLUS loan last in the NUM sequence so that the awarded amount applies to the remaining Financial Need and Cost of Attendance.
9. Enter the Action (‘B’ for Offered/Accepted).
10. Enter the appropriate Plus Loan Item Type.
11. Enter the Amount.
12. Select Validate.
13. Select Post.
15. Process complete - next, you will need to create a parent EMPL record, if none already exists.

Navigation:  Campus Community > Personal Information > Add/Update a Person

1. The Add/Update a Person Search Criteria page displays.
2. Select the Add a New Value tab, the NEW value will populate the ID field-- you are creating a new EMPLID for the parent.
3. Select the Add button.
4. On the Biographical Details tab, in the Person Information group box, enter the:
   • First Name
   • Last Name
   • Date of Birth
5.  In the Biographical History group box, define the:
   • Marital Status - do not define as 'unknown'; it will cause relationship errors
   • Sex - do not define as 'unknown'; it will cause relationship errors

8. In the National ID group box, define the National ID (SSN).
9. In the Contact Information Group Box, enter the:
   • Phone number
   • Email address
   • Address (Select the Edit Address link and enter, and select the OK button when done)
10. Select the Citizenship link and define the:
    • Country
    • Citizenship Status (Select the OK button when done)
11. Select the Save button back on the Add/Update a Person page.  Note the newly assigned EMPL ID; you will use it in the next step.

Navigation: Campus Community > Personal Information > Biographical > Relationships > Relationships

1. The Relationships search page displays.
2. Select the Add a New Value tab.
3. Enter ID that belongs to the student (not the parent).
4. Select Add button.  
5. The Relationships page displays.
6. Enter the Effective Date, which is usually the current date.
7. Select the Active list item on the Status row.
8. Enter the Related ID, which is the parent’s ID (not the student's) - Bio/demo information for the parent should then auto-populate in the fields below (ex: Name, Marital Status, National ID, etc).
9. Select the appropriate Relationship value from the drop-down menu.
10. For the Guardian value, select Parent Guardian from the drop-down menu.  Do not leave this undefined.
11. Select the Relationship Address tab.  
12. The Relationship Address tab displays.
13. Verify mailing address under the Related ID (or Name) section.
14. Verify the email address is populated for the parent under the Related ID (or Name) section.
15. Select the Save button.
16. The process to establish a student/parent relationship is now complete.  The parent record can now be added to the student's PLUS loan record.

Navigation:  Financial Aid > Loans > Direct Lending Management > Manage Direct Loan Application

1. The Direct Loan Application page displays.  Complete the following fields:
   1. EMPL ID
   2. Academic Institution
   3. Aid Year
2. Select the Search button.
3. The Manage Direct Loan Application page displays.
4. In the Application Bio/Demo tab, enter the parent's EMPL ID into the Borrower ID field.  

5. Next, set the Loan Refund Indicator, with either Borrower, or Student.
6. Finally, select the Save button.

8. You have successfully assigned an award to a student, established a student/parent relationship, and linked a parent to a PLUS loan record.
9. Processes complete.