Package Detail Page

About Financial Aid Package Detail Page

The Packaging Detail page allows users to review details of a student's current ISIR and allows for overriding and adjustments for the auto packaging feature. Please review this documentation as certain fields directly affect a student's cost of attendance calculation, packaging, and verification reporting to COD/CPS.

Note:

Any overriding ISIR field changes that are made on this screen will NOT be transmitted to CPS automatically; any changes to ISIR fields made on this page should be done for estimated auto packaging. Any edits should be made directly through the FAA Access website or through the student's FAFSA page.

Packaging Details

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

Expected Family Contribution (EFC)

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 Coding
- Primary 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

Cost of Attendance

To Student COA: Takes the user the student's Cost of Attendance Detail page to view and edit costs for the student
COA Named Rule: Assign a Custom Named COA rule if applicable to your institution.

PLUS Information

The assigned PLUS Application ID is shown in this section. If multiple applications exist, then the applicable Application can be selected for packaging.

Verification Coding

SAR C Flag: ISIR Correction Flag
- Y = C flag set, resolution required on one or more match results
- Blank = No flag set
SAR Comment Codes Color Key:
- 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 earlier transaction was selected for verification
COD Verification Status Code: IMPORTANT- Select 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 Processing System (CPS) 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 Processing System (CPS) 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 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 need to submit a verification status code and should leave the field blank (nil = "true") if the student was not selected for verification or if a selected transaction was received by the school after the student was no longer enrolled.
COD Export Verification:
- Check this flag to send status to CPS upon origination or disbursement of aid.

To verify in a batch what students have or have not been verified the "Verification Complete Report" in the Financial Aid Base Reports can be run.

NSLDS Loan/Pell Totals
- 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 problem
  - R = Exceeded loan limit and reaffirmed debt
- PELL Lifetime Limit Flag:
  - C = Close to Pell limit
  - E = Met or Exceeded Pell limit
  - H = High Pell percent
  - N = No problem
- PELL Lifetime Eligibility Used: Shows NSLDS total Pell usage Percentage
- SUBS Usage Limit Flag: Y or N
- SUBS Usage Period: Shows the years of Sub usage used as reported by NSLDS
NSLDS Master Promissory Notes (ISIR)
- 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