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Completing a Direct Parent PLUS Loan Master Promissory Note


 

Washington University provides some simple, innovative financing programs designed to help you manage your investment in your son’s or daughter’s college education. These programs include the Partners in Education with Parents (PEP) program, the Tuition Pay program and the Federal Parent PLUS Loan program.

In evaluating the differences between the two parent loan programs, PEP and Parent PLUS, the following features should be considered when making a borrowing determination:

  • What are the interest rates?
    • The PEP Annual Loan carries a fixed 7.25% rate
    • The PLUS loan carries a fixed 7.9% rate
  • Are there any fees associated with the loan?
    • The PEP loan does not have an origination fee
    • The PLUS loan carries a 2.5% origination fee
  • What are the repayment options?
    • The PEP loan goes into repayment immediately (usually in August)
    • The PLUS loan goes into repayment 6 weeks after the second disbursement (normally in March for most undergraduate programs)
    • Government regulations have recently changed for the PLUS loan. You may defer payment on the loan while your student is in school. Interest will accrue during that time.

As you evaluate these programs, we encourage you to contact us with questions you may have.


 

What do I need to do to apply for a Federal Parent PLUS Loan?

  1. Parents need to file a 2009-2010 Free Application for Federal Student Aid (FAFSA). The FAFSA can be completed on the web at www.fafsa.ed.gov
  2. Complete a Direct Loan Master Promissory Note at https://dlenote.ed.gov/empn/index.jsp. (Note: You will need your FAFSA Pin Number to electronically sign your MPN)
  3. Complete a Federal Direct PLUS Loan Request form.

Beginning with the 2009-2010 academic year, Washington University will participate in the William D. Ford Federal Direct Loan Program. This means that students and parents will now receive Stafford and PLUS loan funds directly from the U.S. Department of Education, rather than through lenders participating in the Federal Family Education Loan Program (FFELP).

Through the federal government’s PLUS program, parents can borrow up to their student’s cost of education less other financial aid awarded to the student. A credit check will be run to ensure that certain criteria are met. Parents will need to file a 2009-2010 Free Application for Federal Student Aid (FAFSA). The FAFSA can be completed on the web at www.fafsa.ed.gov

Why is Washington University entering the Federal Direct Loan Program?

At all times, the University does its best to keep student and parent borrowers updated as to what is happening in the student loan market and inform borrowers of the steps necessary to take advantage of the best educational funding options.

Over the last year we have seen significant changes in the student loan industry. The shift in credit markets and changes in federal law has reduced the number of private lenders offering Federal Stafford and PLUS loans through FFELP. Private lenders can no longer afford to offer the discounts and incentives that previously made it preferable to borrow from a private lender rather than directly from the Department of Education.

The University has been monitoring these changes and the impact on student borrowing. We have carefully researched and evaluated both programs in order to ensure that we were providing our students with the best possible educational loan program available.

Ultimately, Federal Direct Loans are less expensive for our students and their parents. In addition, the program provides our students and parents with a single point of contact for managing the repayment of their loans, in addition to more flexible repayment options.

What is the difference between the Direct Loan Program and FFELP?

Under both programs the University certifies that the parent is eligible for the PLUS loan and applies the proceeds to the student’s account.

In the Federal Direct Loan Program, the entire loan process – from borrowing to completing repayment – is more centralized. The U.S. Department of Education is the lender and servicer (the borrower’s point of contact for loan management and repayment). With FFELP, the borrower must choose the bank or other private lender from whom their loan will be borrowed. Each private lender may offer very different terms and incentives. Some lenders provide servicing for the loan, while others contract the servicing to another agency or sell the loans to a servicing agency.

Is the Direct Loan PLUS Program a less expensive education loan than FFELP?

In the past, parents commonly found the least expensive education borrowing options through FFELP lenders. However, changes in legislation and in the credit market have caused many FFELP lenders to reduce their borrowing incentives and repayment benefits, ultimately resulting in higher costs for the borrower.

The FFELP Parent PLUS Loan carries a 3% origination fee and 1% default fee. The interest rate is fixed at 8.5%.

The Direct Parent PLUS Loan carries a 4% origination fee. There is an up-front rebate of 1.5%, so the net disbursement is 97.5% of the gross loan amount. The borrower must make the first 12 payments on time to keep this rebate. In addition, there is a .25% interest rate reduction for automatically debiting your payment from your checking account. The interest rate on a Direct Parent PLUS loan is fixed at 7.9%.

All Parent PLUS loans go into repayment 6 weeks after the final disbursement of the loan. New regulations provide alternative repayment plans that allow parents to defer repayment of their PLUS loans while the student is in school.

What is Portfolio Management?

Over the past year, some lenders decided to sell their education loan portfolio to other lenders/servicers, or change their processing methods for their educational loan portfolio. This “portfolio management” by lenders meant that a borrower was required to complete another Master Promissory Note (MPN) in order to continue borrowing with that lender.

We realize that if you have more than one lender, it will be more difficult to manage your PLUS loans when you request forbearance, deferment, or begin repayment. Each lender must be contacted separately to complete the request or set up repayment options. Under the Federal Direct Loan Program, a parent’s loans are never sold to another entity, and they are serviced by one agency until the loan is completely repaid. This means that when you begin repayment, you will have one point of contact.

If I have previously borrowed under the FFELP Program, do I have to complete another Master Promissory Note (MPN)?

Yes – You will need to complete a Federal Direct PLUS Loan MPN. This MPN is then valid for ten years as long as at least one loan is disbursed to you within the first 12 months after signing.

You will need your FAFSA Pin number to complete the MPN. To complete your MPN, visit the Federal Direct Loan Program Web site.

What will happen to the existing loans that I have borrowed from FFELP lenders? Will they go into repayment immediately?

New regulations allow parents to defer payments on PLUS loans while their student is attending school at least half-time.

How do I contact the Federal Direct PLUS Loan Program?

You can learn more about the Federal Direct Parent PLUS Loan by visiting online at http://www.ed.gov/offices/OSFAP/DirectLoan/index.html or by calling toll-free (800) 577-7394.


 

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