9.2 Originate a PLUS Loan
Purpose: Use this document as a reference on how to originate a PLUS loan using ctcLink.
Audience: Financial Aid staff.
Originate a PLUS Loan
Navigation: NavBar > Navigator > Financial Aid > Loans > Process Loans
- The Loan Origination search page displays.
- Enter a New or Existing Run Control ID.
- Select the ADD or Search button.
- The Loan Origination page displays.
- Enter the Institution.
- Enter the Aid Year.
- Enter the UGRD for the Career.
- Select Use Prom Note list item for the CL Orig Options.
- Select the Adjustments checkbox.
- Select Use Loan Program checkbox.
- Select Direct Lending from the drop-down menu.
- Uncheck the Population Selection box.
- Use the Student Override section to originate loans for an individual student or list of students.
- Select the Run button.
(IMPORTANT: If running process in batch ensure the Student Override box is unchecked. Leaving it checked with a blank ID field will produce no results.)
- The Process Scheduler Request page displays.
- Select the OK button.

- The Loan Origination page displays.
- Note the Process Instance number created in previous step.
- Select the Process Monitor link.
- The Process List page displays.
- Select the Refresh button until the Run Status = ‘Success’ and Distribution Status = ‘Posted’.
- Select the Details link.

- The Process Detail page displays.
- Select the Message Log link.

- The Message Log page displays.
- Thoroughly review the details for the process.

- The process to originate a PLUS loan is now complete.
- Follow the Originate a Direct Loan process to run Summer Include/Exclude and to populate loan period, academic year, and disbursement dates to the loan record before running DLOUT to COD.
- End of procedure.