About financial aid package detail

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

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.
   

   

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 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 2024-2025 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.

Expected Family Contribution (EFC)/ Student Aid Index (SAI)

This section displays student income information and associated calculations.

• Primary Expected Family Contribution: The primary nine-month EFC 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 if used or needed.

• EFC Full Needs Test / Simple Needs Test Coding

  • Primary EFC 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 Dependent Status: Dependency status that relates to the Secondary EFC.

• 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 set

• 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 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: Not in use.

• Student Income: Shows the student's income reported on the FAFSA.

• 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

• 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.

• 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

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.

PLUS information

This section displays information about federal PLUS loans. The assigned PLUS Application ID is shown. If multiple applications exist, then the applicable 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. 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 earlier transaction was selected for verification

• COD Verification Status Code: IMPORTANT: You must 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 - 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.

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 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: Shows status of Pell grant limit.

  • 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: 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, 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