[Code of Federal Regulations]
[Title 34, Volume 3]
[Revised as of July 1, 2007]
From the U.S. Government Printing Office via GPO Access
[CITE: 34CFR682.405]

[Page 746-748]
 
                           TITLE 34--EDUCATION
 
 CHAPTER VI--OFFICE OF POSTSECONDARY EDUCATION, DEPARTMENT OF EDUCATION
 
PART 682_FEDERAL FAMILY EDUCATION LOAN (FFEL) PROGRAM--Table of Contents
 
 Subpart D_Administration of the Federal Family Education Loan Programs 
                          by a Guaranty Agency
 
Sec. 682.405  Loan rehabilitation agreement.

    (a) General. (1) A guaranty agency that has a basic program 
agreement must enter into a loan rehabilitation agreement with the 
Secretary. The guaranty agency must establish a loan rehabilitation 
program for all borrowers with an enforceable promissory note for the 
purpose of rehabilitating defaulted loans, except for loans for which a 
judgment has been obtained, loans on which a default claim was filed 
under Sec. 682.412, and loans on which the borrower has been convicted 
of, or has pled nolo contendere or guilty to, a crime involving fraud in 
obtaining title IV, HEA program assistance, so that the loan may be 
purchased, if practicable, by an eligible lender and removed from 
default status.
    (2) A loan is considered to be rehabilitated only after--
    (i) The borrower has made and the guaranty agency has received nine 
of the ten payments required under a monthly repayment agreement.
    (A) Each of which payments is--
    (1) Made voluntarily;
    (2) In the full amount required; and
    (3) Received within 20 days of the due date for the payment, and
    (B) All nine payments are received within a 10-month period that 
begins with the month in which the first required due date falls and 
ends with the ninth consecutive calendar month following that month, and
    (ii) The loan has been sold to an eligible lender.
    (3) After the loan has been rehabilitated, the borrower regains all 
benefits of the program, including any remaining deferment eligibility 
under section 428(b)(1)(M) of the Act, from the date of the 
rehabilitation.
    (b) Terms of agreement. In the loan rehabilitation agreement, the 
guaranty agency agrees to ensure that its loan rehabilitation program 
meets the following requirements at all times:
    (1) A borrower may request rehabilitation of the borrower's 
defaulted loan held by the guaranty agency. In order to be eligible for 
rehabilitation of the loan, the borrower must voluntarily make at least 
nine of the ten payments required under a monthly repayment agreement.
    (i) Each of which payment is--
    (A) Made voluntarily,
    (B) In the full amount required, and
    (C) Received within 20 days of the due date for the payment, and
    (ii) All nine payments are received within a ten-month period that 
begins with the month in which the first required due date falls and 
ends with the ninth consecutive calendar month following that month.
    (iii) For the purposes of this section, the determination of 
reasonable and affordable must--

[[Page 747]]

    (A) Include a consideration of the borrower's and spouse's 
disposable income and reasonable and necessary expenses including, but 
not limited to, housing, utilities, food, medical costs, work-related 
expenses, dependent care costs and other Title IV repayment;
    (B) Not be a required minimum payment amount, e.g. $50, if the 
agency determines that a smaller amount is reasonable and affordable 
based on the borrower's total financial circumstances. The agency must 
include documentation in the borrower's file of the basis for the 
determination if the monthly reasonable and affordable payment 
established under this section is less than $50 or the monthly accrued 
interest on the loan, whichever is greater. However, $50 may not be the 
minimum payment for a borrower if the agency determines that a smaller 
amount is reasonable and affordable; and
    (C) Be based on the documentation provided by the borrower or other 
sources including, but not be limited to--
    (1) Evidence of current income (e.g., proof of welfare benefits, 
Social Security benefits, child support, veterans' benefits, 
Supplemental Security Income, Workmen's Compensation, two most recent 
pay stubs, most recent copy of U.S. income tax return, State Department 
of Labor reports);
    (2) Evidence of current expenses (e.g., a copy of the borrower's 
monthly household budget, on a form provided by the guaranty agency); 
and
    (3) A statement of the unpaid balance on all FFEL loans held by 
other holders.
    (iv) The agency must include any payment made under Sec. 
682.401(b)(4) in determining whether the nine out of ten payments 
required under paragraph (b)(1) of this section have been made.
    (v) A borrower may request that the monthly payment amount be 
adjusted due to a change in the borrower's total financial circumstances 
only upon providing the documentation specified in paragraph 
(b)(1)(iii)(C) of this section.
    (vi) A guaranty agency must provide the borrower with a written 
statement confirming the borrower's reasonable and affordable payment 
amount, as determined by the agency, and explaining any other terms and 
conditions applicable to the required series of payments that must be 
made before a borrower's account can be considered for repurchase by an 
eligible lender. The statement must inform borrowers of the effects of 
having their loans rehabilitated (e.g., credit clearing, possibility of 
increased monthly payments). The statement must inform the borrower of 
the amount of the collection costs to be added to the unpaid principal 
at the time of the sale. The collection costs may not exceed 18.5 
percent of the unpaid principal and accrued interest at the time of the 
sale.
    (vii) A guaranty agency must provide the borrower with an 
opportunity to object to terms of the rehabilitation of the borrower's 
defaulted loan.
    (2) For the purposes of this section, payment in the full amount 
required means payment of an amount that is reasonable and affordable, 
based on the borrower's total financial circumstances, as agreed to by 
the borrower and the agency. Voluntary payments are those made directly 
by the borrower and do not include payments obtained by Federal offset, 
garnishment, income or asset execution, or after a judgment has been 
entered on a loan. A guaranty agency must attempt to secure a lender to 
purchase the loan at the end of the 9- or 10-month payment period as 
applicable.
    (3) The guaranty agency must report to all national credit bureaus 
within 90 days of the date the loan was rehabilitated that the loan is 
no longer in a default status and that the default is to be removed from 
the borrower's credit history.
    (4) An eligible lender purchasing a rehabilitated loan must 
establish a repayment schedule that meets the same requirements that are 
applicable to other FFEL Program loans made under the same loan type and 
provides for the borrower to make monthly payments at least as great as 
the average of the 9 monthly payments received by the guaranty agency. 
The lender must treat the first payment made under the 9 payments as the 
first payment under the applicable maximum repayment term, as defined 
under Sec. 682.209(a) or (h). For Consolidation loans, the maximum 
repayment term is based on the

[[Page 748]]

balance outstanding at the time of loan rehabilitation.

(Approved by the Office of Management and Budget under control number 
1845-0020)

(Authority: 20 U.S.C. 1078-6)

[59 FR 33355, June 28, 1994, as amended at 60 FR 30788, June 12, 1995; 
64 FR 18980, Apr. 16, 1999; 64 FR 58965, Nov. 1, 1999; 66 FR 34764, June 
29, 2001; 67 FR 67080, Nov. 1, 2002; 68 FR 75429, Dec. 31, 2003; 71 FR 
45707, Aug. 9, 2006; 71 FR 64398, Nov. 1, 2006]