General Information for Partners

View information on Eligible Partners, Systems and Services, and Organization Structure.

Eligible Partners

Who is an eligible partner?

The following entities are eligible partners:

  • Postsecondary educational institutions that participate in the federal student financial aid programs authorized under Title IV, HEA.

  • Organizations that contract with an eligible institution to perform Title IV, HEA related functions as a third-party servicer,

  • Guaranty Agencies (GAs) that have an agreement with ED under the FFELP or their GA Servicers,

  • FFELP Lenders or their FFELP Lender Servicers,

  • Federal Loan Servicers,

  • State Higher Education Agencies and

  • Other Designated Entities approved by ED.

What is needed?

Federal Student Aid Systems and Services

Organization Personnel

Listed below are the organization personnel required for Partner Connect enrollment

  • Authorizing Official: The individual that serves as the CEO or President of an organization. They are responsible for identifying a Primary Administrator for the organization. They are legally authorized to provide certification of the entity’s Administrators for and on behalf of the organization. The Authorizing Official must sign the Authorizing Official Approval Form on behalf of the organization.

  • Authorizing Official Designee: The individual appointed by the Authorizing Official who is the secondary responsible party that manages the organization.

  • Primary Administrator: The individual appointed by an organization who is the primary responsible party to manage the organization’s user access which includes assigning access to the organization’s mailboxes and services, determining the partner users who are allowed access to the SAIG Mailbox, and enrolling Secondary Administrators.

  • Secondary Administrator: The backup administrator that shall assist with managing the organization’s user access. They can manage user access to the SAIG Mailboxes that fall under the hierarchy of the Primary SAIG Mailbox, including the Primary SAIG Mailbox, as well as modify any services to those SAIG Mailboxes.

  • E&O Administrator: The individual appointed by an organization who is the primary responsible party to manage the organization’s user access to eZ-Audit, as well as access to viewing and editing eligibility and oversight cases.

  • Alternate E&O Administrator: The backup administrator that shall assist with managing the organization’s user access to eZ-Audit, as well as access to viewing and editing eligibility and oversight cases.

  • Partner User: An individual within an organization who does not have administrative privileges and can have EDconnect access to an SAIG or FT Mailbox

    For further details on updating the Authorizing Official and/or Authorizing Official Designee, please consult the Account Creation and Management Job Aid.

    For further details on updating the Primary Administrator and/or Secondary Administrator, please consult the Enrollment & Management for External Administrators Job Aid

OMB Clearance and Paper Reduction Statement

According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. The valid OMB control number for this information collection is 1845-0187. Public reporting burden for this collection of information is estimated to average 10-20 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. The obligation to respond to this collection is required to obtain or retain a benefit (20 U.S.C. 1070 et seq.). If you have comments or concerns regarding the status of your individual submission of this application, please contact the FSA Partner and School Relations Center via the Contact Customer Support form on FSA Partner Connect (https://fsapartners.ed.gov/help-center/contact-customer-support) or phone at 1-800-848-0978 (Monday through Friday, 8:00 A.M. to 8:00 P.M. Eastern Time) directly.