Managing Recipients of Private Loan Files

The Managing Recipients feature within Private Loans Export allows you to store information for any service providers, lenders, or others to whom you send private loan files. A recipient must be added to this table before it can be used in the Private Loan Export process.

To add and manage recipients within private loans complete the following steps:

  1. Select Import/Export in the top navigation bar to open the Import/Export menu along the left side of the page.
  2. Expand the Private Loans option in the left navigation menu and select Export.
  1. Select Manage Recipients in the top right corner of the Private Loans Export header.

    manage recipients button

  2. To add a new recipient, select the +Add New option at the bottom left corner of the existing Recipient Information list. A new line is displayed below any existing recipient.

    Managing Recipients window with examples

    Tip: The three most common service providers are already provided for you and cannot be edited or deleted (ELM Resources, Sallie Mae, and ScholarNet).

  3. Fill in the Name, ID, and Non-ED Branch ID (if applicable) fields and select the Save save icon icon once you've completed filling in the information. Alternatively, if you wish to delete your progress, select the Cancel cancel icon icon.
  4. Once you've finished saving or deleting each row, select Close.
  1. To edit an existing recipient, select the field you want to update in the appropriate row. One the update is complete, select the Save save icon icon. Alternatively, if you wish to cancel your changes, select the Cancel cancel icon icon.
  2. Should you need to delete an existing recipient, select the Delete cancel icon icon in the row of the recipient you wish to delete, and then either select the Confirm Delete confirm delete icon icon to continue with the delete or select the Cancel Delete cancel delete icon icon to cancel.
  3. Once you finish editing or deleting your existing recipient, select Close.