Get Appendix V Additional Information

Filling out the Appendix V Additional Information accurately is crucial for the Total and Permanent Disability Discharge process. This guide will walk you through each section of the form, ensuring that users of all experience levels can complete it successfully.

Follow the steps to complete the Appendix V Additional Information form

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Start by entering the date of manifest submission at the top of the manifest. This date indicates when you are submitting the additional information.
3. Next, provide the loan holder name, which should be the name of the guaranty agency or school related to the loans.
4. Include the loan holder code, which is either the guaranty agency’s code or the school’s Office of Post-secondary Education Identification number (OPE ID).
5. List the borrowers' names in alphabetical order alongside their respective Social Security Numbers (SSNs). You may arrange this list by SSN first, then by name, or vice versa.
6. At the end of your ordered list, indicate the total number of borrowers, or number the ordered list so the last number reflects the total borrowers. For example, use 'BORROWER COUNT: 10' to indicate ten borrowers.
7. Next, provide the number of promissory notes for each borrower in a separate column. Include MPNs in this count.
8. Finally, state the total number of loans disbursed under MPNs for each borrower in the last column. Ensure the number reflects all loans related to the MPNs.
9. Add the grand total of promissory notes at the bottom of the listing or at the top right of the page, labeling it 'Total Promissory Notes.' This should encapsulate all promissory notes included in the manifest.
10. After completing all sections, review your information for accuracy, then proceed to save your changes, download, print, or share the form as needed.

Ensure your documents are accurate and complete — start filling out the Appendix V Additional Information online today.