Third-Party Servicers FAQ

Browse frequently asked questions and answers regarding Third Party Servicers.

Third-Party Servicer users who have been approved to perform actions on behalf of a school will be able to view cases associated to the given school(s) on the school's Dashboard.

School Eligibility & Oversight Administrators can designate a Third-Party Servicer to work on behalf of the school in the e-App. Once the e-App and Third-Party Servicer Inquiry Form (if applicable) are completed and approved, the School Eligibility & Oversight Administrator can add the Third-Party Servicer in the Account Access Management Center and grant the Third-Party Servicer access to administer aspects of an institution’s participation in the Title IV programs, including but not limited to viewing and managing a school's cases and completing the e-App. Once the Third-Party Servicer is added by the school, the Third-Party Servicer Eligibility & Oversight Admin can enroll users from their organization and manage access accordingly.

The DocuSign functionality allows signatures to be collected from any required party even those that do not have a Partner Connect (FSA) account. If a signature is required, FSA will send a DocuSign signature request by email. The signed document is automatically linked to a Partner Connect case. DocuSign emails are received from fsapartners@ed.gov.

An email with DocuSign signature instructions will be sent to the signee’s business email address generally within an hour after a user clicks on the “Submit for Signature” button. Once the Third-Party Servicer Inquiry Form has been signed by the authorized signature authority or delegated authority via DocuSign, it will be submitted automatically to Federal Student Aid for processing.

The first time an authenticated user submits an E-App, regardless of the reason, answers to all new questions and a review of the full TPS Inquiry Form will be required.