DARTS : ECSI Loan Tax Setoff Instructions

Before sending the files do this:

1. Get the tax setoff instructions from Jolynn Campbell (jolynn@maine.edu). Run a sample test of the tax setoff program UMTXECSI with Dec 1 as of date and PAST DUE STUDENT LOAN as comment. Use this to verify the format of the output files. In CSRPT, the navigation is University of Maine System > Financial Aid > Tax Setoff from ECSI data.
   
   
   
2. Check the ftp connection to ftps.maine.gov with FileZilla using site StateTaxOff2012 . You should see "StateTaxOff2012" by clicking the icon under "File".
        

In early December do this (after monthly ECSI loan update):

1. Run the tax setoff program UMTXECSI as described above.
   
   
2. Download all of the non zero length TXT files to a local drive. (You can download the file by right clicking the file name and choosing 'Save link as...'). As of 1/1/2024 we are down to 4 non zero length files with agency in the name and a larger TAXOFFST.TXT.  UMTXECSI still creates all 8 of the files but we can just ignore the zero length files.  Per Jolynn Campbell there may be even fewer files in future years.
   
   
   
3. Make a folder to put the files in such as TaxOffSet2018 with 7 subfolders names AGENCY987 through AGENCY993. Move each AGENCY file to the corresponding sub-folder.
   Make a copy of each file and name the copy AGENCY.DAT.
   
   
4. FTP each AGENCY.DAT file to ftps.maine.gov with a 10 minute pause between each one. You can connect FTP to "StateTaxOff2012" by clicking the icon under "File". Then, choose the folder you saved on step3 and double click the AGENCY.DAT file. 
   
   
   

5. After each FTP, send an email to mrssetoffsupport@maine.gov and Mark.A.Gilbert@maine.gov with subject line of "Tax Setoff File Sent for Organization Number nnn" (substituting the agency number for nnn). Copy Jolynn (jolynn@maine.edu) in the email.

   Sample email

   I have sent a tax setoff file for organization number 987.

   The contact person is

   Jolynn Campbell

   email:   jolynn@maine.edu

   phone:   207-581-5474

   address: Loan Processing

           PO Box 412

           Bangor ME 04402-0412

   For issues with formatting, please contact jeffrey.jensen@maine.edu

   Thank you.

6. When you hear back from the State that they have the files and that the formatting is good, send a note to Jolynn.
   
   
7. Put TAXOFFST.TXT file you downloaded on step2 on Google Drive and send note to Jolynn.