135 Student Aid Origination Record

Functional Group SL

X12F Finance Subcommittee

This X12 Transaction Set contains the format and establishes the data contents of the Student Aid Origination Record Transaction Set (135) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used by lending institutions ("lenders"), colleges, universities and trade schools ("schools"), and loan guarantee agencies ("guarantors") to exchange information relating to the certification, approval, and guarantee of specific student aid. This information includes, but is not limited to, student and applicant identification, school enrollment data, borrowing history, and the terms of the loan. This standard supports multi-program transactions to exchange information about a student loan, or grant between schools and fund sources. A fund source could be a guarantor and lender combination, state agency, private lender, scholarship agency, or the US Department of Education.

Heading

Position
Segment
Name
Max use
0100
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
0200
Beginning SegmentMandatory
Max 1
To indicate the beginning of a transaction set
0500
Delayed RepaymentOptional
Max 1
To provide information related to student loan delayed repayment
0600
Date or Time or PeriodOptional
Max 5
To specify any or all of a date, a time, or a time period
0610
Guarantee Result DetailOptional
Max 1
To provide information related to the disposition of a student loan
LX Loop
Repeat >1
0620
Transaction Set Line NumberMandatory
Max 1
To reference a line number in a transaction set
Use the LX loop to identify specific aid information and disbursement details.
0630
Industry Code IdentificationOptional
Max 1
To identify standard industry codes
0640
Student Award DetailOptional
Max 1
To provide detail concerning a student award
0650
Monetary Amount InformationOptional
Max 15
To indicate the total monetary amount
0660
Date or Time or PeriodOptional
Max 15
To specify any or all of a date, a time, or a time period
0670
Yes/No QuestionOptional
Max 5
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
0680
Quantity InformationOptional
Max 5
To specify quantity information
0690
Reference InformationOptional
Max 2
To specify identifying information
ENT Loop
Repeat 6
0700
EntityMandatory
Max 1
To designate the entities which are parties to a transaction and specify a reference meaningful to those entities
Use the ENT loop to identify the applicant, student, school, lender, and guarantor entities.
0800
Note/Special InstructionOptional
Max 5
To transmit information in a free-form format, if necessary, for comment or special instruction
0900
School Enrollment InformationOptional
Max 1
To provide school data relative to the applicant or the student
1000
Financial Status InformationOptional
Max 1
To provide financial status information about an applicant for a student loan
1100
Monetary Amount InformationOptional
Max 15
To indicate the total monetary amount
1200
MeasurementsOptional
Max 2
To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)
1300
School TypeOptional
Max 8
To specify school type and associated information
1400
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
1500
AuthenticationOptional
Max 1
To specify the authority for authorizing an action and the date authentication is made
1550
Indebtedness for Student LoansOptional
Max 10
To provide information about previously guaranteed student loans
N1 Loop
Repeat 2
1600
Party IdentificationMandatory
Max 1
To identify a party by type of organization, name, and code
1700
Party LocationOptional
Max 2
To specify the location of the named party
1800
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
1900
Reference InformationOptional
Max 10
To specify identifying information
2000
Administrative Communications ContactOptional
Max 2
To identify a person or office to whom administrative communications should be directed
PLI Loop
Repeat 10
2100
Previous Loan InformationMandatory
Max 1
To provide information about an existing loan
Use the PLI loop to identify previous loan information.
2200
Party IdentificationOptional
Max 2
To identify a party by type of organization, name, and code
2300
Party LocationOptional
Max 2
To specify the location of the named party
2400
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
IN1 Loop
Repeat 10
2500
Individual IdentificationMandatory
Max 1
To provide identification of an individual or entity
Use the IN1 loop to identify the applicant, student, spouse, references, and cosigners information.
2600
Individual Name Structure ComponentsOptional
Max 5
To sequence individual name components for maximum specificity
2700
Demographic InformationOptional
Max 1
To supply demographic information
2800
Additional Demographic InformationOptional
Max 1
To supply additional demographic identification
LX Loop
Repeat 4
2900
Transaction Set Line NumberMandatory
Max 1
To reference a line number in a transaction set
Use the LX loop to identify the applicant and student state residency information; the applicant, student, spouse, references, and cosigners address information; and the applicant, references, and cosigners employer information.
3000
Party IdentificationOptional
Max 1
To identify a party by type of organization, name, and code
3100
Party LocationOptional
Max 2
To specify the location of the named party
3200
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
3300
Date or Time or PeriodOptional
Max 3
To specify any or all of a date, a time, or a time period
3400
Administrative Communications ContactOptional
Max 2
To identify a person or office to whom administrative communications should be directed
LM Loop
Repeat 1
3410
Code Source InformationMandatory
Max 1
To transmit standard code list identification information
Use the LM loop to identify the guarantor exception codes.
3420
Industry Code IdentificationOptional
Max 10
To identify standard industry codes
3500
Transaction Set TrailerMandatory
Max 1
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)

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