About Financial Aid Package Detail Page

...

About financial aid package detail

Packaging detail lets you review details of a student's current Institutional Student Information Record (ISIR) and allows for overriding and adjustments for the you to make adjustments during auto packaging feature.  Please Carefully review this documentation as certain fields directly affect because changing certain information in packing detail directly affects a student's cost of attendance calculation, packaging, and verification reporting to COD/CPS.

...

Note:

...

Prerequisites

• Import ISIRs and package students.

Required permissions

View or change package details

You can drill into an individual student’s package. You can also optionally make adjustments before running the packaging process. Use caution when making adjustments as you will impact the awards a student receives.

1. Go to Financials > F/A Packaging.

2. Click Filter Packages.

3. Select an Award Year.

4. Optionally select other criteria such as the Package Status.

5. Click Submit.

6. To view or manually adjust a package or mark a student as verified, next to the record click the pencil to launch Package Details.
   

   Image Added

7. Review or adjust information as needed. When done, click Cancel to leave without saving your changes or, to save your changes, click Save.

Package information

This section displays overall information about the ISIR and the award package.

• Award Year: The Financial Aid financial aid ISIR/FAFSA Yearyear. Read only.

• CPS Transaction#: Shows the The ISIR revision number of the packing data a user is viewingPackaging you’re seeing. Read only.

• Package Date: If auto packaging is run this date gets auto populated; can be manually adjusted, Campus Cafe populates this date. You may adjust this date.

• Package Status: Shows the The current status of the Packaging record 

  H: Students

  record. Students with a Hold status are held for verification or C Codes, blank SAI, or if the student’s dependency status is rejected

• P: Students already packaged

• R: Students pending repackaging

• U:Student is not packaged

  Image Removed

.

• ISIR Current SSN: Shows the SSN that was imported from The Social Security Number from the this ISIR revision.

• Grade Level College: Shows the ISIR Grad Level that the student selected 

  (

  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

  )Please note that for the 24-25

  .

  • For the 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 (Checkbox): Checking Selecting this box makes this the active default packaging record for the student in which the auto packaging will use  uses to package aid.

  Image Removed

• School Package Category Code: Currently deprecated Not in use.

• Named Package Rule: Used if a Custom Named Packaging Rule is set up in the Disbursement Term Rules

  Image Removed

Expected Family Contribution (EFC)

• Primary Exp. Family Contribution: The primary 9 month EFC .

Student Aid Index (SAI)

This section displays student income information and associated calculations.

• Student Aid Index (SAI) The primary nine-month SAI 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 Coding

  • Primary EFC Dependent Status: Shows the ISIR dependency status of the student

  • SNT = Simple Needs Test

  FNT = Full Needs Test

  (IMPORTANT: This field

  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.

• Simplified 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. IMPORTANT: This selection directly determines loan levels and limits for auto packaging

  )

  .

• Secondary

  EFC

  SAI Dependent Status: Dependency status that relates to the Secondary

  EFC

  SAI.

• 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

  high school diploma or equivalent. Read only.

• 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

  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

  will need to

  must correct the FAFSA and

  reimport that corrected ISIR revision.

  • 1 = Y = Yes

  • 2 = N = No

  import a revised ISIR.

• ISIR Dependency Status: Determined by

  the

  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

    Expected Family Contribution (EFC)

    SAI provided

  • I = Independent, calculated

    EFC

    SAI provided

  • X = Dependent rejected, no

    EFC

    SAI calculated - Will not package

  • Y = Independent rejected, no

    EFC

    SAI calculated - Will not package

• ISIR Degree Type: Shows the

  student chosen

  student’s degree/certificate level on their FAFSA

  (if "

  . If 2

  "

  or

  "

  8

  "

  is selected on FAFSA, Pell and Sub loans

  will not

  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

  total Income level used for FISAP

  Reporting

  reporting.

• ISIR Citizenship Status: Student’s

  Citizenship Status

  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

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.

• 1 = 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

  transaction

  student has been determined eligible for a Federal Pell

  Grant

  grant by

  the

  CPS.

  • Y = This transaction determined eligible for a

    Federal

    federal Pell

    Grant

    grant

    Image Removed

  • Blank = This transaction determined ineligible for a Federal Pell

    Grant

    grant

• Family Size: Shows the

  Family

  family size

  input as

  as reported on the FAFSA

   

  .

• Family Total Income: Shows the

  Parent

  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 FAFSA 

  Not in use.

• Estimated Need:

  Currently Deprecated

  Not in use.

• 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

FAFSA.

• IRS Response Code Parent: Shows the status of the

  Parent

  parent's

  IRS data retrieval toolblank-IRS Data Retrieval Tool

  response 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

  IRS .

  • 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

response through the IRS Direct Data Exchange (DDX) process. If selected for Verification, anything but

"02"

200 requires tax documentation to be given

• Same as parent's codes outlined above.

• Housing Plan: Not in use.

• Tax Status Parent:

  Parent's calculated tax status

• 1, 2, or 3 = Tax filer

4 or 5 = Non-tax filer

Outlines if parent filed a 1040 or 1040NR for FAFSA tax year.

• 1=Yes

• 2=No

• Blank

• Tax Status Student: 

  Student's calculated tax status 

  • 1, 2, or 3 = Tax filer

  • 4 or 5 = Non-tax filer
    

...

• Outlines if student filed a 1040 or 1040NR for FAFSA tax year.

  • 1=Yes

  • 2=No

  • Blank

Cost of attendance

This section displays information about the cost of attendance used in the package.

• To Student COA: Takes the user the  Click to go to the student's Cost of Attendance Detail page cost of attendance detail to view and edit costs for the student.

  Image Removed

• COA Named Rule: Assign a Custom Named COA custom named cost of attendance rule if applicable to your institution.

  Image Removed

PLUS Information

PLUS information

This section displays information about federal PLUS loans. The assigned PLUS Application ID is shown in this section. If multiple applications exist for a student, then the applicable Application application can be selected for packaging.

...

Verification coding

This section displays information about comment codes and other data that may require further verification before the student can be packaged.

• SAR C Flag: Represents the ISIR Correction Flag

  • Y = C flag set, resolution required on one or more match results

  • Blank = No flag set

  SAR Comment Codes Color Key: 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 GroupV6 = 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

    Image Removed

• COD Verification Status Code: IMPORTANT- Select  IMPORTANT: You mustselect status code for student if applicable.

  Image Removed

  • "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 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 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:1) The school was not required to verify 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).
    2) 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).
    3) 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.Blank - Note Regarding Leaving the Field Blank: A school does not on the FSA Partner Connect portal.

  • Blank - A school doesn’t need to submit a verification status code and should leave the field blank (nil = "true") if the student was not 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:

  Check

  Select (check) this flag to send status to CPS upon origination or disbursement of aid.

  Image Removed

...

NSLDS

...

loan/Pell totals

This section displays information about a student’s previous award totals and helps you understand if the student is eligible for aid or has exceeded their limits.

• Aggregate Amounts: NSLDS

  Aggregate Outstanding Balances

  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 problem

    Not 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

    exceeded Pell limit (LEU of 600% or higher)

  • H = High Pell percent (LEU greater than 400%, but less than 500%)

  • N =

    No problem

    Student not on report/no issue (LEU of less than 400%)

• PELL Lifetime Eligibility Used: Shows NSLDS total Pell usage

  Percentage

  percentage

• SUBS Usage Limit Flag: Yes (Y) or No (N).

• SUBS Usage Period: Shows the years of Sub usage used as reported by NSLDS.

NSLDS Master Promissory Notes (ISIR)

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.

• Student MPN Status Code:

  • A = Active

  • C = Closed

  • I = Inactive

  • N = No Master Promissory Note on file

  • Blank = No data from NSLDS

• PLUS MPN Status Code:

  • A = Active

  • C = Closed

  • E = Inactive due to the linking of a PLUS Loan with an endorser

  • I = Inactive

  • N = No Master Promissory Note on file

  • Blank = No data from NSLDS

• Grad MPN Status Code:

  • A = Active

  • C = Closed

  • E = Inactive due to the linking of a PLUS Loan with an endorser

  • I = Inactive

  • N = No Master Promissory Note on file

  • Blank = No data from NSLDS