Financial Documents for LRP- Uploading and Viewing

For Extramural and Intramural LRP Applicants

When your application is selected by an IC for further consideration, the application undergoes financial vetting by the Division of Loan Repayment (DLR). As part of the process, DLR asks for financial documents relating to the loan to ensure eligibility. You upload these using the LRP - Financial Document Submission screen in the Status module.

NOTE: About the Instructions— While the instructions on the screen say financial information must not be uploaded, this refers to personally identifiable information, such as your social security number or banking information, both of which you must provide through the Secure Payee Registration System (SPRS). DLR will require you to provide loan documents, which may contain information such as lender name, borrower name, statement date, payoff amount, etc. If the document contains personally identifiable information such as your social security number, birth date, or drivers license, you must redact this information (black it out) before uploading the document.

For details on loan documentation that may be required, see https://www.lrp.nih.gov/detailed-loan-info and click the Loan Documentation section heading. This section includes an example Account Statement, which shows a loan document that contains the required information.

You will receive an email letting you know that financial documents are required. If you receive such an email, follow the instructions below to submit your financial documents. Once you have successfully uploaded documents, you can view a list of the documents you uploaded, and you can open those documents in your browser's PDF viewer; see the second procedure below.

To submit financial documents to DLR for an LRP application:

  1. Log into eRA Commons.

  1. Click the Status button on the home page to enter the Status module.
    Status button

  1. Find the LRP application in the list. If in Grouped View, expand the application by clicking its '+' button.

  2. Click the Add Additional Materials button in the Available Actions column.

Add Additional Materials button on Grouped View of Status module

TIP: If you are in Flat View in Status, click the Actions button in the Available Actions column and select Add Additional Materials from the button menu.

Add Additional Materials option on Flat View of Status module
Status Action for Add Additional Materials in Flat View

The LRP - Financial Document Submission popup appears, where you specify the loan for which you plan to upload a document, and the type of document that will be uploaded.
LRP Financial Document Submission screen, where you select loan and type of loan document you will be uploading

  1. Select your loan from the Select your loan/servicer dropdown (list of loans) and select the type of document you plan to upload from Select your loan document type. Then click the Select button.

For a New application, both Promissory Note and Loan Statement appear in the second dropdown while for a Renewal, only Loan Statement appears in this dropdown because only a loan statement with updated balance is necessary for renewals.
A screen, also named LRP - Financial Document Submission, appears, where you actually upload and submit documents.
Financial Document Submission screen for LRP Applicants

  1. Click the Upload button and browse to a file or drag and drop the file onto the screen. You can upload more than one file, but each is limited to 6MB size. Once the documents are uploaded, they are saved in the system even if you don't submit.

ClosedAfter uploading files, they are listed onscreen.

  1. After files are uploaded, you can:

    • Remove a file by clicking its Delete button.

    • View a file in your browser's PDF viewer by clicking its View button.

    • Click Cancel if you want to come back to this form later, and the files you uploaded will still be there.

    • Cancel this entire submission, removing the files from the eRA system (where they are already saved), by clicking the Delete button at the bottom of the screen. The Cancel button does not remove this submission package or delete the files; it simply closes this screen and the files remain for the next time you enter the screen.

  1. When you have uploaded the correct files, click the Submit button.

ClosedA confirmation message appears in your browser indicating success or failure to upload. Once you click OK in the confirmation message, you again see Closedthe popup where you selected the loan and document type. You can repeat the process to add another file type or documents for a different loan.

Add Additional Materials button on Grouped View of Status module

After submitting, you see the loan and document type selection screen again.

  1. When finished adding files, click the Back button in the ClosedLRP - Financial Document Submission popup, which returns you to the Status module.

Once you submit documents to DLR, you cannot revoke the submission; however, you can view documents you previously submitted. If you submit a document by mistake contact DLR directly at (866) 849-4047 or lrp@nih.gov.

To view LRP documents you previously submitted:

  1. Log into eRA Commons.

  1. Click the Status button on the home page to enter the Status module.

  1. Find the LRP application in the list. If in Grouped View, shown below, expand the application by clicking its '+' button.

  2. Click the View LRP Documents button in the Available Actions column.

After submitting financial documents, Status shows the View LRP Documents action

TIP: If you are in Flat View in Status, click the Actions button in the Available Actions column and select View LRP Documents from the button menu.
View LRP Documents option on Flat View of Status module
Status Action for View LRP Documents in Flat View

The LRP Documents popup appears.
Click View LRP Documents to list the files you uploaded.

  1. Click a document name to view it in your browser's PDF viewer or click Close to exit. See Closedan example of a promissory note with redacted personally identifiable information:

Sample Promissory Note with redacted personal identifiable information

Also see the topic titled "3. What are the Different Types of Private Information?" in this NIH PDF: https://oma.od.nih.gov/DMS/Documents/Privacy/NIH%20Privacy%20FAQs%20June%202014.pdf