The ISIR Guide - ed

The ISIR Guide

2020-2021

U.S. Department of Education

Change History Table

The Change History table is updated each time The ISIR Guide is modified, providing a cumulative list of revisions made to the document.

When The ISIR Guide is modified, the footer is updated to include the revision date. For example, if a change is made to page 67 in December 2019, the footer on that page will show "Rev. 12/19."

Date Page

Changes/Notes

7/19

ISIR Guide initial release

July 2019 (2020-2021)

The ISIR Guide

CH-i

Table of Contents

INTRODUCTION .................................................................................................................... 1 Overview ................................................................................................................................. 1 Processing Flow ...................................................................................................................... 4 Federal Application Processing System Paper and Electronic Processes to Generate an ISIR .................................................................................................................................... 7 Federal Application Processing System Web Process to Generate an ISIR ........................... 8 Federal Application Processing System for myStudentAid Mobile Application to Generate an ISIR................................................................................................................. 9 Transactions .......................................................................................................................... 10 Highlights and Assumptions ................................................................................................. 11 Paper System Highlights and Assumptions ...................................................................... 11 Electronic System Highlights and Assumptions............................................................... 12

ISIR DATA .............................................................................................................................. 13 Overview ............................................................................................................................... 13 Cover Page ............................................................................................................................ 14 FAFSA Questions ............................................................................................................... 15 Notes about Federal School Codes ................................................................................... 15 Asset Threshold Exceeded ................................................................................................ 16 Dependency Status Results ................................................................................................... 17 Office Information ................................................................................................................ 18 Primary and Secondary EFC Types .................................................................................. 18 Transaction Processed Date .............................................................................................. 18 Transaction Data Source/Type Code ................................................................................ 19 Source of Correction ......................................................................................................... 20 Federal School Code Indicator.......................................................................................... 20

July 2019 (2020-2021)

The ISIR Guide

i

Reject and Assumption Override Codes ........................................................................... 21 FAA Information .................................................................................................................. 22

Date ISIR Received........................................................................................................... 22 Verification Flag ............................................................................................................... 22 Professional Judgment Flag .............................................................................................. 22 Transaction Receipt Date .................................................................................................. 23 Reprocessed Reason Code ................................................................................................ 23 Processed Record Type..................................................................................................... 23 CPS Pushed ISIR .............................................................................................................. 24 Rejects Met ....................................................................................................................... 24 Verification Tracking Flag................................................................................................ 24 Dependency Override Indicator ........................................................................................ 25 ETI .................................................................................................................................... 26 Correction # Applied To ................................................................................................... 26 Application Receipt Date .................................................................................................. 27 Pell Eligible Flag............................................................................................................... 27 Primary and Secondary EFCs/Alternate EFCs ................................................................. 27 Intermediate Values .......................................................................................................... 28 IRS Data Flags .................................................................................................................. 29

IRS Request Flags....................................................................................................... 29 IRS Display Flags ....................................................................................................... 30 IRS Data Field Flags ................................................................................................... 32 Rejected Status Change Flag ............................................................................................ 33 Verification Selection Flag ............................................................................................... 33 EFC Change Flag .............................................................................................................. 33 Special Circumstance Flag................................................................................................ 34 CFH Indicator ................................................................................................................... 35 Duplicate SSN Flag........................................................................................................... 35 Address Only Correction .................................................................................................. 36 SAR C Change Flag.......................................................................................................... 36 High School Flag .............................................................................................................. 36 Auto Zero EFC Flag.......................................................................................................... 37 SNT Flag ........................................................................................................................... 37 Match Flags....................................................................................................................... 37 SSN Match Flag .......................................................................................................... 38 SSA Match Flag .......................................................................................................... 39

July 2019 (2020-2021)

The ISIR Guide

ii

DHS Match Flag ......................................................................................................... 39 SS Match Flag............................................................................................................. 40 NSLDS Match Flag..................................................................................................... 40 VA Match Flag ........................................................................................................... 41 DHS Sec. Conf. Match Flag ....................................................................................... 41 Parent 1 SSN and Parent 2 SSN Match Flags............................................................. 42 DHS Verification # ..................................................................................................... 42 SS Registration Flag ................................................................................................... 43 NSLDS Transaction Number ...................................................................................... 43 NSLDS Database Results Flag ................................................................................... 43 DoD Match Flag ......................................................................................................... 44 Comments ......................................................................................................................... 45 NSLDS Financial Aid History .............................................................................................. 46 Flags (Upper Section) ....................................................................................................... 46 Discharged Loan Flag ................................................................................................. 46 Fraud Loans Flag ........................................................................................................ 46 Defaulted Loans Flag .................................................................................................. 46 Loan Satisfactory Repayment Arrangement Flag....................................................... 47 Active Bankruptcy Flag .............................................................................................. 47 PostScreening Reason Codes ...................................................................................... 47 TEACH Grant Loan Conversion Flag ........................................................................ 49 Unusual Enrollment History Flag ............................................................................... 49 Overpayment Flags ........................................................................................................... 50 Contact .............................................................................................................................. 50 LEU % .............................................................................................................................. 50 Lifetime Limit Flag........................................................................................................... 50 Subsidized Usage Limit Applies Flag............................................................................... 51 Subsidized Usage Period................................................................................................... 51 Aggregate Amounts for FFEL/Direct Loans, TEACH Loans, and Perkins Loans........... 51 Pell Payment Data............................................................................................................. 52 Teacher Education Assistance for College and Higher Education (TEACH Grant) Data ................................................................................................................................... 53 Loan Detail........................................................................................................................ 53 Master Promissory Note/Loan Limit Information ............................................................ 56 Direct Loan Subsidized and Unsubsidized MPN Direct Loan PLUS MPN Direct Loan Graduate PLUS MPN ........................................................................................ 56

July 2019 (2020-2021)

The ISIR Guide

iii

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download