ctcLink Reference Center9.2 Financial Aid9.2 FA - Loans Loans & Pell9.2 Establish a Student/Parent Relationship for PLUS Loans

9.2 Establish a Student/Parent Relationship for PLUS Loans

Purpose:  Use this document as a reference on how to create a relationship between a student record and a parent record for PLUS loan processing using ctcLink.

Audience:  Financial Aid staff.

Establish a Student/Parent Relationship

Navigation:  NavBar > Navigator > Campus Community > Personal Information > Biographical > 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.  
Relationships search add a new value
  1. The Relationships page displays.
  2. Enter the Effective Date, which is usually the current date.
  3. Select the Active list item on the Status row.
  4. 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).
  5. Select the appropriate Relationship value from the drop-down menu.
  6. Select the Guardian value from the drop-down menu; i.e., parent.
  7. Select the Relationship Address tab.  
Relationships tab
  1. The Relationship Address tab displays.
  2. Verify mailing address under the Related ID (or Name) section.
  3. Verify the email address is populated for the parent under the Related ID (or Name) section.
  4. Select the Save button.
Relationship Address verification
  1. 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.
  2. End of procedure.