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 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.

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.

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

• 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

• Max Pell Indicator: With the 24/25 FAFSA, Max Pell 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 Min 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: Not in use.

• Estimated Need: Not in use.

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

• IRS Response Code Parent: Shows the status of the parent's 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).

  • 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 response through the IRS Direct Data Exchange (DDX) process. If selected for Verification, anything but 200 requires tax documentation to be given

  • Same as parent's codes outlined above.

• Housing Plan: Not in use.

• Tax Status Parent: Outlines if parent filed a 1040 or 1040NR for FAFSA tax year.

  • 1=Yes

  • 2=No

  • Blank

• Tax Status Student: 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: 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 for a student, 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

• CPS Selected for Verification: Shows if a student is selected for verification

  • Y = Selected

  • N = Not selected

  • * = An 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 Federal Processing System (FPS) 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 Federal Processing System (FPS) selected the student for verification, but the school did not 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 Federal Student Aid Handbook 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.

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 = 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 Pell limit (LEU of 600% or higher)

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

  • N = Student 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.

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