About Financial Aid Package Detail Page
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Award Year: The Financial Aid ISIR/FAFSA Year
CPS Transaction#: Shows the ISIR revision number of the packing data a user is viewing
Packaging Date: If auto packaging is run this date gets auto populated; can be manually adjusted
Package Status: Shows the current status of the Packaging record
H: Students held for verification or C Codes
P: Students already packaged
R: Students pending repackaging
U:Student is not packaged
ISIR Current SSN: Shows the SSN that was imported from this ISIR revision
Grade Level College: Shows the ISIR Grad Level that the student selected
(IMPORTANT: This field directly determines loan levels and limits for auto packaging, and can affect the assignment of COA Template if that rule is enabled)
Please note that for the 24-25 ISIR the new valid Class Levels are 1,2,3,4 (4 now being for graduate/professional degrees). However, COD is still using levels 6 and 7 for graduate programs. Therefore, until COD adjusts their processes to match the FAFSA grade levels, upon import of a 24-25 ISIR grade level 4 will be automatically converted to grade level 7 to allow for proper origination in COD.
Default Package (Checkbox): Checking this box makes this the active default packaging record for the student in which the auto packaging will use to package aid.
School Package Category Code: Currently deprecated
Named Package Rule: Used if a Custom Named Packaging Rule is set up in the Disbursement Term Rules
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Primary Exp. Family Contribution: The primary 9 month EFC for the selected ISIR used for Pell calculations.
Pro-rated EFC by Program Length: Shows the ISIR prorated EFC for different program lengths.
To use Pro-Rated EFC's, input the EFC in the Primary or Secondary EFC fields.
Secondary Exp. Family Contribution: Secondary EFC if used or needed
EFC Full Needs Test / Simple Needs Test CodingPrimary EFC Dependent Status: Shows the ISIR dependency status of the student
SNT = Simple Needs Test
FNT = Full Needs Test
(IMPORTANT: This field directly determines loan levels and limits for auto packaging)
Secondary EFC Dependent Status: Dependency status that relates to the Secondary EFC
ISIR High School Code: Shows the HS Diploma or Equivalent
1 = High school diploma
2 = GED/State Certificate
3 = Home schooled
4 = None of the above
First Bachelors July 1st: If this shows "Y" for yes, then the student will not be packaged with Subsidized loans as they would no longer be eligible. To correct if needed, the student or administrator will need to correct the FAFSA and reimport that corrected ISIR revision.
1 = Y = Yes
2 = N = No
ISIR Dependency Status: Determined by the CPS based on dependency status data provided on the FAFSA.
D = Dependent, calculated Expected Family Contribution (EFC) provided
I = Independent, calculated EFC provided
X = Dependent rejected, no EFC calculated
Y = Independent rejected, no EFC calculated
ISIR Degree Type: Shows the student chosen degree/certificate level on their FAFSA (if "2" or "8" is selected on FAFSA, Pell and Sub loans will not be packaged).
1 = 1st bachelor’s degree
2 = 2nd bachelor’s degree
3 = Associate degree (occupational or technical program)
4 = Associate degree (general education or transfer program)
5 = Certificate or diploma for completing an occupational, technical, or educational program of less than two years
6 = Certificate or diploma for completing an occupational, technical, or educational program of at least two years
7 = Teaching Credential Program (non-degree program)
8 = Graduate or professional degree
9 = Other/undecided
FISAP Total Income: Shows the Total Income level used for FISAP Reporting
ISIR Citizenship Status: Student’s Citizenship Status
1 = U.S. citizen (or U.S. national)
2 = Eligible noncitizen
3 = Neither 1 nor 2
State of Residence: Student’s state of legal residence abbreviation
EFC Auto-zero Flag: The Automatic Zero EFC Indicator is Automatically set by CPS if simplified needs test met and taxable income is $25,000 or less
Y = EFC set to zero based on income criteria
Blank = Flag not set
Pell Grant Eligible: Indicates transaction has been determined eligible for a Federal Pell Grant by the CPS.
Y = This transaction determined eligible for a Federal Pell Grant
Blank = This transaction determined ineligible for a Federal Pell Grant
Family Size: Shows the Family size input as reported on the FAFSA
Family Income: Shows the Parent's income reported on the FAFSA (Not the FISAP Total Income)
Number In College: Shows the number in college as reported on the FAFSA
Estimated Need: Currently Deprecated
Student Income: Shows the student's income reported on the FAFSA
Housing Plan: Shows the housing plan selected on the FAFSA
(IMPORTANT: This field can affect the assignment of COA Template amounts)
1 = On campus
2 = With parent
3 = Off campus
IRS Request Parent: Shows the status of the Parent's IRS data retrieval tool
blank-IRS Data Retrieval Tool not available in the application method utilized by the parent (i.e., paper FAFSA, EDE, or FAA Access)
00-Parent was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with the option to use it in FAFSA on the Web
01-Parent was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web and elected to use it, but did not transfer IRS data into the FAFSA
02-IRS data for the parent was transferred from the IRS and was not changed by the user prior to submission of an application or correction
03-IRS data for the parent was transferred from the IRS and changed by the user prior to submission of an application or correction
04-IRS data for the parent was transferred from the IRS and then changed by the user on a subsequent transaction
05-Parent was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, but did not elect to use it
06-IRS data for the parent was transferred from the IRS, but a subsequent change made the parent ineligible to use the IRS Data Retrieval Tool
07-IRS data for the parent was transferred from the IRS, but the IRS indicated that the parent filed an amended tax return
IRS Request Student: Shows the status of the student's IRS data retrieval tool
Same as parent's codes
If selected for Verification, anything but "02" requires tax documentation to be given
Tax Status Parent: Parent's calculated tax status
1, 2, or 3 = Tax filer
4 or 5 = Non-tax filer
Tax Status Student: Student's calculated tax status
1, 2, or 3 = Tax filer
4 or 5 = Non-tax filer
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