9.2 Override DL Bio Demo Information

Purpose:  Use this document as a reference on how to view, edit and/or override the direct loan bio demo information.

Audience:  Financial Aid staff.

You must have at least one of these local college managed security roles:

  • ZD FA DL Mgmt
  • ZD FA Director
  • ZZ FA DL Mgmt
  • ZZ FA Direct Loan Processor

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Override Direct Loan Bio Demo Information

Navigation:  NavBar > Navigator > Financial Aid > Loans > Direct Lending Management > Override Loan Application Data

  1. The Direct Loan Bio/Demo search page displays.
  2. Enter the desired ID.
  3. Enter the Institution.
  4. Enter the Aid Year. 
  5. Select the Search button.  
Direct Loan Bio/Demo search page
  1. The Direct Loan Name tab displays. Use the Direct Loan Name tab to view the current name information on a Direct Loan record.  This page is view only.
  2. Select the Direct Loan Phone tab.  
Direct Loan Name tab

The Direct Loan Phone tab displays the current telephone number for the borrower.  The telephone number originates from Campus Community and is displayed until you select the Override Phone check box.

Use the Override Phone check box to override the current phone number on the loan record only.  Selecting this check box clears and activates the Telephone field. If you override this telephone number, future adjustments to Campus Community information will not update this field. If you clear this check box, the system reinserts the telephone number originating from Campus Community.

  1. The Direct Loan Phone tab displays.
  2. Select the Override Phone option.  
  3. Use the Telephone field to enter the new telephone number.  
  4. Enter the desired information into the Telephone field.
  5. Select the Direct Loan Address tab.  
Direct Loan Phone tab
  1. The Direct Loan Address tab displays.
  2. Use the Direct Loan Address page to review the mailing address.  You cannot change the address on this page.  Access the Campus Community page to change the address.
  3. Select the Direct Loan Email tab.
Direct Loan Address

Use the Direct Loan Email page to override the email address on the Direct Loan record. 

The email address is submitted to the COD for Stafford loans.

For direct lending, the Email Address is restricted to 50 characters and must follow Email address identification protocol.  Use the Override Email Address check box to override the student's email address and enter the updated email address.

If you override the student's email address, future adjustments to Campus Community information will not update this field.

If you clear this check box, the system reinserts the email information originating from Campus Community.

  1. The Direct Loan Email tab displays.
  2. Select the Override Email Address option.
  3. Enter the desired information into the Override Email Address field.
Direct Loan Email tab
  1. Select the Direct Loan Demo Ovrd tab.

Use the Direct Loan Demo Ovrd page to override the following Campus Community or institutional application information:  

  • Social security number or date for the SSN.
  • Start date of the academic year for this borrower.
  • End date of academic year for this borrower.
  • Borrower's federal dependency status.
  • Borrower's date of birth and date you changed the date of birth.  
  • Borrower's citizenship status.
  • Borrower's alien registration or Visa/permit number.
  1. The Direct Loan Demo Ovrd tab displays.
  2. Select the Save button.
Direct Loan Demo Ovrd
  1. The process to view, edit and override current biographic and loan application information on a Direct Loan record is now complete.
  2. End of procedure.