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If you override an ISIR field in packaging details, these changes aren’t transmitted to the Department of Education’s Central Processing System (CPS) automatically. Any changes to ISIR fields made here should be done for estimated auto packaging. Any edits must be made directly through FAA Access (23-24 and older ISIRs), FAFSA Partner Portal (24-25 and beyond ISIRs) or through the student's FAFSA. |
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Award Year: The financial aid ISIR/FAFSA year. Read only.
CPS Transaction#: The ISIR revision number of the packing data you’re seeing. Read only.
Package Date: If auto packaging is run, Campus Cafe populates this date. You may adjust this date.
Package Status: The current status of the record. Students with a Hold status are held for verification or C Codes, blank SAI, or if the student’s dependency status is rejected.
ISIR Current SSN: The Social Security Number from the this ISIR.
Grade Level College: The ISIR grade level 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.
For the 20242025-2025 2026 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: Selecting this box makes this the active default packaging record for the student in which the auto packaging uses to package aid.
School Package Category Code: Not in use.
Named Package Rule: Used if a Custom Named Packaging Rule is set up in the Disbursement Term Rules.
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Student Aid Index (SAI)
This section displays student income information and associated calculations.
Primary Expected Family Contribution: Student Aid Index (SAI) The primary nine-month EFC SAI for the selected ISIR used for Pell calculations. Below this shows Pro-rated EFC by Program Length that displays the ISIR prorated EFC for different program lengths. To use a prorated EFC, input the EFC in the primary or secondary EFC fields.Secondary Exp. Family Contribution: Secondary estimated family contribution
The FAFSA simplification Act eliminated the option to use a prorated SAI for enrollments other than 9 months.
Each student’s SAI will be calculated based on full-time 9 month enrollment, regardless of actual enrollment period beginning in the 24-25 FAFSA year per ED regulation.
Secondary SAI: Secondary student aid index, if used or needed.
EFC Full Needs Test / Simple Needs Test Coding
Primary EFCSimplified Needs Test/Automatic Zero Provisions
The FAFSA Simplification Act eliminated the simplified needs test and automatic zero provisions. Some students will be able to skip asset questions on the FAFSA and/or have assets excluded from the SAI calculation.
Dependent Status: Displays whether the student is an independent or dependent and whether they have dependents or a spouse
. An SNT signals a Simple Needs test while a FNT signals a Full Needs Test. IMPORTANT: This selection directly determines loan levels and limits for auto packaging.
Secondary EFC SAI Dependent Status: Dependency status that relates to the Secondary EFCSAI.
ISIR High School Code: Shows the high school diploma or equivalent. Read only.
First Bachelors July 1st: A Y indicates the student received a bachelor’s degree prior to July 1. If so, Campus Cafe won’t award subsidized loans as such students are ineligible. To correct if needed, the student or administrator must correct the FAFSA and import a revised ISIR.
ISIR Dependency Status: Determined by CPS based on dependency status data provided on the FAFSA; can be manually updated with a professional judgement circumstance to package Unsub loans at the set dependency amount.
D = Dependent, calculated SAI provided
I = Independent, calculated SAI provided
X = Dependent rejected, no SAI calculated - Will not package
Y = Independent rejected, no SAI calculated - Will not package
ISIR Degree Type: Shows the student’s degree/certificate level on their FAFSA. If 2 or 8 is selected on FAFSA, Pell and Sub loans won’t 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 set1 = Nonfiler
2 = Single parent and AGI <= 225% poverty line.
3 = Not a single parent and AGI <= 175% poverty line.
Blank.
Minimum Pell Indicator: With the 24/25 FAFSA, Minimum Pell indicator has been added. If the SAI-calculated Pell Grant is less than the published minimum Pell Grant amount, the student is ineligible for an SAI-calculated Pell Grant. However, the student may still be eligible for minimum Pell if they meet the minimum Pell Grant eligibility requirements.
1 = Dep. Single parent and AGI <= 325% poverty line
2 = Dep. Not a single Parent and AGI <=275% poverty line
3 = Indep. Single parent and AGI <=400% poverty line
4 = Indep. Not a single parent and <=350% poverty line
5 = Indep. Not a parent and <=275% of poverty line
Blank
Pell Grant Eligible: Indicates student has been determined eligible for a Federal Pell grant by 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 as reported on the FAFSA.
Family Total Income: Shows the parent's and student's combined income reported on the FAFSA; Not the FISAP Total Income.
Number In College: Shows the number in college as reported on the FAFSANot in use.
Estimated Need: Not in use.
Student Income: Shows the student's income reported on the FAFSA.
IRS Request Response Code Parent: Shows the status of the parent's IRS data retrieval tool.
blank-IRS Data Retrieval Toolresponse through the IRS Direct Data Exchange (DDX) process. If selected for Verification, anything but 200 requires tax documentation to be given
blank-DDX information 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.
200 = Successful Request
203 = PII Match Failed
206 = Partial Delivery of Content
212 = Cannot Verify Return Data
214 = No Return on File
IRS Request Student: Shows the status of the student's IRS data retrieval tool.
Same as parent's codes
Same as parent's codes outlined above.
Housing Plan: Shows the housing plan - on campus, with parent or off campus, selected on the FAFSA. IMPORTANT: This selection can affect the assignment of COA Template amounts.Not in use.
Tax Status Parent: Parent's calculated tax status Outlines if parent filed a 1040 or 1040NR for FAFSA tax year.
1, 2, or 3 = Tax filer4 or 5 = Non-tax filer=Yes
2=No
Blank
Tax Status Student: Student's calculated tax statusOutlines if student filed a 1040 or 1040NR for FAFSA tax year.
1, 2, or 3 = Tax filer4 or 5 = Non-tax filer=Yes
2=No
Blank
Max Pell Indicator: With the 24/25 FAFSA, automatic-zero was eliminated and a Max Pell Indicator has been added. If a student qualifies for a maximum pell grant, the SAI is not used to determine the amount of that grant and students will receive the maximum Pell award for the FAFSA year.
response through the IRS Direct Data Exchange (DDX) process. If selected for Verification, anything but
02200 requires tax documentation to be given
Cost of attendance
This section displays information about the cost of attendance used in the package.
To Student COA: Click to go to the student's cost of attendance detail to view and edit costs for the student.
COA Named Rule: Assign a custom named cost of attendance rule if applicable to your institution.
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For more information on Cost of Attendance, review the following articles: |
PLUS information
This section displays information about federal PLUS loans. The assigned PLUS Application ID is shown. If multiple applications exist for a student, then the applicable application can be selected for packaging.
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SAR C Flag: Represents the ISIR Correction flag. If selected (checked), one or more comment codes must be resolved before packaging.
SAR Comment Codes appear as numbers where the color represents the code type.
Common - Black
C Code - Red
Reject - Orange
Resolve - Blue
Review - Teal
CPS Verification Tracking V-Codes: Identifies the applicable verification group for a selected record.
V1 = Standard Verification Group
V4 = Custom Verification Group
V5 = Aggregate Verification Group
V6 = Household Resources Verification Group
CPS Selected for Verification: Shows if a student is selected for verification
Y = Selected
N = Not selected
* = A An earlier transaction was selected for verification
COD Verification Status Code: IMPORTANT: You mustselect status code for student if applicable.
V is used when ... The school has verified the student.
W is used when ... The student was selected for verification by the Central Federal Processing System (CPSFPS) or by the school, and the school chose to pay a first disbursement of the Pell grant without documentation as provided for in the regulations at 34 CFR 668.58.
Note: The "W" code must be updated to "V" once verification is complete. If the code is not updated, the Pell grant will be reduced to a zero dollar amount ($0.00) when Federal Student Aid performs a global reduction of disbursements for awards with a W status.
S is used when ... The Central Federal Processing System (CPSFPS) selected the student for verification, but the school did not verify the student for one of the following reasons:
The school wasnot
required toverify the student in accordance with the exclusions from verification provided for in the regulations at 34 CFR 668.54(b). These exclusions are also outlined in the
"Application and Verification Guide" of the "Federal Student Aid Handbook
" posted on the Information for Financial Aid Professionals (IFAP) Web site (www.ifap.ed.gov).The school was not required to verify the student because it had already reached the 30% verification threshold as provided for in the regulations at 34 CFR 668.54(a).
The school participates in the Quality Assurance Program, and the student's application did not meet the school's verification criteria established in accordance with the waiver of verification requirements in the Quality Assurance Program.
on the FSA Partner Connect portal.
Blank - A school doesn’t need to submit a verification status code and should leave the field blank if the student wasn’t selected for verification or if a selected transaction was received by the school after the student was no longer enrolled.
COD Export Verification: Select (check) this flag to send status to CPS upon origination or disbursement of aid.
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Aggregate Amounts: NSLDS aggregate outstanding balances for each category.
Loan Limit Flags: Shows status of loans according to NSLDS
C = Close to or equal to limit
E = Exceeded limit
N = No problemNot near limit (no problem/issue)
R = Exceeded loan limit and reaffirmed debt
PELL Lifetime Limit Flag: Shows status of Pell grant limit and correlate to Lifetime Eligibility Usage (LEU) Percent.
C = Close to Pell limit (LEU greater than 500%, but less than 600%)
E = Met or exceeded Pell limit (LEU of 600% or higher)
H = High Pell percent (LEU greater than 400%, but less than 500%)
N = No problemStudent not on report/no issue (LEU of less than 400%)
PELL Lifetime Eligibility Used: Shows NSLDS total Pell usage percentage
SUBS Usage Limit Flag: Yes (Y) or No (N).
SUBS Usage Period: Shows the years of Sub usage used as reported by NSLDS.
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This section displays information about a student’s master promissory note as reported on their ISIR, which is required prior to student’s receiving federal student loans.
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