The ISIR Guide

1 The ISIR Guide 2022-2023. 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 38 in September 2021, the footer on that page will show Rev. 9/21.. Date Page Changes/Notes 7/21 ISIR Guide initial release Updated SSA Match Flag, second Blank value to read, No match conducted if SSN Match Flag does not equal 4. It previously read, No 9/21 38. match conducted if SSN Match Flag equals 8 (Record not sent to the SSA) or Blank (Match not performed).. July 2021 (2022-2023) Rev. 9/21 The ISIR Guide CH-i Table of Contents INTRODUCTION .. 1. Overview .. 1. Processing Flow .. 4. Federal Application Processing for Generating ISIR: Electronic and Paper .. 6. Federal Application Process to Generate an ISIR: Web.

2 7. Federal Application Processing for Generating ISIR: Mobile Application .. 8. Transactions .. 9. Highlights and Assumptions .. 10. Paper System Highlights and Assumptions .. 10. Electronic System Highlights and Assumptions .. 11. ISIR DATA .. 12. Overview .. 12. Cover Page .. 13. FAFSA Questions .. 14. Notes about Federal School Codes .. 14. Asset Threshold Exceeded .. 15. Dependency Status Results .. 16. Office Information .. 17. Primary and Secondary EFC Types .. 17. Transaction Processed Date .. 17. Transaction Data Source/Type code .. 18. Reject and Assumption Override Codes .. 19. Source of Correction .. 20. Federal School code 20. July 2021 (2022-2023) The ISIR Guide i FAA Information .. 21. Date ISIR 21. Verification Flag .. 21. Professional Judgment Flag .. 21. Transaction Receipt Date .. 22. Reprocessed Reason code .. 22. Processed Record Type .. 22. CPS Pushed ISIR .. 23. Rejects Met .. 23. Verification Tracking 23.

3 Dependency Override Indicator .. 24. ETI .. 25. Correction # Applied To .. 25. Application Receipt Date .. 26. Pell Eligible 26. Primary and Secondary EFCs/Alternate EFCs .. 26. Intermediate Values .. 27. IRS Data Flags .. 28. IRS Request Flags .. 28. IRS Display Flags .. 29. IRS Data Field Flags .. 31. CFH Indicator .. 32. Duplicate SSN 32. Address Only Correction .. 33. SAR C Change Flag .. 33. High School Flag .. 33. Rejected Status Change Flag .. 34. Verification Selection Flag .. 34. EFC Change Flag .. 34. Special Circumstance 35. Auto Zero EFC 36. SNT Flag .. 36. Match 36. SSN Match Flag .. 37. SSA Match Flag .. 38. DHS Match Flag .. 38. July 2021 (2022-2023) The ISIR Guide ii SS Match Flag .. 39. NSLDS Match 39. VA Match Flag .. 40. DHS Sec. Conf. Match Flag .. 40. Parent 1 SSN and Parent 2 SSN Match Flags .. 41. DOD Match 41. DHS Verification # .. 42. SS Registration Flag .. 43. NSLDS Transaction Number.

4 43. NSLDS Database Results Flag .. 43. comments .. 44. Certification Statement 45. NSLDS Financial Aid History .. 46. Flags .. 46. Discharged Loan Flag .. 46. Fraud Loans Flag .. 46. Defaulted Loans Flag .. 46. Loan Sat. Repayment Flag .. 47. Active Bankruptcy Flag .. 47. TEACH Grant Loan Conversion Flag .. 47. Unusual Enrollment History Flag .. 47. Postscreening Reason 48. Aid Type Summary .. 49. Overpayment Flags .. 50. Contact .. 50. LEU % .. 50. Lifetime Limit Flag .. 50. Subsidized Usage Limit Applies 51. Subsidized Usage 51. FFEL/Direct Loans Changed Flag and Perkins Loans Changed Flag .. 51. Aggregate Amounts for FFEL/Direct Loans, Perkins Loans, and TEACH Grants .. 51. Pell Payment Data .. 52. Teacher Education Assistance for College and Higher Education (TEACH Grant). Data .. 53. Loan 53. MPN Information .. 56. July 2021 (2022-2023) The ISIR Guide iii Loan Limit Information .. 57. Additional NSLDS Resources.

5 58. Additional ISIR Data .. 59. DRN .. 59. Signature Reject 59. Field Correction 59. FAFSA Data Verify Flags .. 60. CORRECTIONS AND UPDATES .. 61. Overview .. 61. FAAs Making Corrections .. 62. FAA Access to CPS Online .. 62. Mainframe System .. 62. Students Making 63. E-mail Notification of SAR Processing .. 63. SAR 63. SAR .. 63. SAR Corrections .. 64. Parent Information for Independent Students .. 65. 66. SAR Corrections .. 66. FSA IDs .. 66. Signature Rejects .. 66. Reject 16 Missing Student Signature from an Electronic Application .. 67. Reject 15 Missing Parent Signature on FAFSA or SAR .. 67. Reject 14 Missing Student Signature on Paper FAFSA or SAR .. 68. School code Corrections .. 69. GETTING HELP .. 70. Customer Service .. 70. FSATECH Listserv .. 70. CPS/SAIG Technical Help Desk .. 70. Federal Student Aid Information Center (FSAIC).. 71. July 2021 (2022-2023) The ISIR Guide iv APPENDIX A 2022-2023 REJECT CODES AND REJECT REASONS.

6 A-1. Reject Reason A-1. Reject Codes and How to Respond to A-1. Table of Reject Codes and How to Respond to Each .. A-2. APPENDIX B - LOAN STATUS CODES AND ELIGIBILITY CHARTS .. B-1. Overview .. B-1. Loan Status B-2. Federal Loan Servicer Loan Servicing B-6. Federal Loan B-8. FFEL-only Servicers .. B-9. Guaranty Agencies .. B-15. FFEL Lenders .. B-16. Contact Information & Fields Associated with Loan Status .. B-17. APPENDIX C SAR AND SAR ACKNOWLEDGEMENT .. C-1. Overview .. C-1. Masked Values .. C-2. Paper SAR .. C-4. SAR Page 1 .. C-4. SAR Page 2 .. C-5. SAR Page 3 .. C-5. SAR Page 4 .. C-5. SAR Pages 5-10 (Spanish Pages 5-11) .. C-6. SAR C-8. SAR Acknowledgement Page 1 .. C-8. SAR Acknowledgement Pages 2-3 (Spanish Pages 2-4) .. C-8. APPENDIX D SAMPLE 2022-2023 ISIR .. D-1. Overview .. D-1. Sample ISIR .. D-2. July 2021 (2022-2023) The ISIR Guide v Introduction Overview The ISIR Guide is designed to assist financial aid administrators (FAAs) with interpreting student information on the Institutional Student Information Record (ISIR) and making corrections.

7 The ISIR contains all information reported on the Free Application for Federal Student Aid (FAFSA ) form, key processing results, and National Student Loan Data System (NSLDS). financial aid history. The term ISIR refers to all processed student information records that are sent electronically to institutions by the Central Processing System (CPS). ISIRs are sent to schools through the Electronic Data Exchange (EDE), which is the Department of Education's (ED's) electronic service that enables schools to send data to and receive resulting processed data from the CPS and other Federal Student Aid systems. The ISIR. Guide explains codes and flags that appear as FAA information on the ISIR. Student Aid Reports (SARs) are the paper or electronic (eSAR) output documents that are sent to students or printed from the FAFSA on the Web and FAA Access to CPS Online Web sites. SARs and ISIRs contain the same processed student information in different formats.

8 The SAR. is explained in detail in Appendix C of this Guide . The 2022-2023 ISIR follows the question order of the FAFSA, and the remaining data elements are grouped with similar elements in a logical order that we refer to as data blocks. After these data blocks such as student demographic information, financial information, dependency determination questions, and parental information filler spaces are included. When mid-cycle changes are needed for particular data elements, we use the filler spaces to add, remove, or revise those elements. As a result, the change affects only the existing filler blocks and not the entire record layout. Note for 2022-2023: The ISIR had no substantial changes; we did not add, remove, rename, renumber, or update the fields' start and end positions. July 2021 (2022-2023) The ISIR Guide 1. A complete version of the EDE Technical Reference is posted to the Knowledge Center and can be downloaded in portable document format (PDF).

9 The Knowledge Center is part of the initial release of FSA Partner Connect and replaces ED's Information for Financial Aid Professionals (IFAP) Web site. FSA Partner Connect is the new FSA-branded digital front door for partners and provides a home for each of the partner-facing Web sites that are often used today. All documents, guides, announcements, and Dear Colleague Letters referenced in this Guide can be found in the applicable library in the Knowledge Center. You can use the table below to find documents posted in the Knowledge Center that contain more information about the 2022-2023 Federal Student Aid system changes and enhancements. Document Type of Changes Summary of This Guide provides an overview of major application processing system Changes for the updates, such as: Application Need Analysis Income Threshold Increase Processing System Guide Schedule 1 Question Changes This Guide also covers changes to the FAFSA.

10 This Guide is It covers changes to Federal Student Aid's Web sites for students, such as: posted to the CPS. Library in the FAFSA on the Web Knowledge myStudentAid mobile app Center. It covers changes to Federal Student Aid's Web sites for FAAs, such as: FAA Access to CPS Online (FAA Access). CPS Web Applications Demo System This Guide also includes an application processing system schedule and a summary of changes to components of the CPS, such as: Database matches CPS edits Need analysis changes Comment code changes Changes to application output sent to students, such as the SAR and SAR Acknowledgement July 2021 (2022-2023) The ISIR Guide 2. Document Type of Changes Electronic Data This technical reference includes general information about the EDE. Exchange (EDE) process, a summary of changes to the technical reference, descriptions of Technical the electronic FAFSA and corrections process, information on sending Reference and receiving electronic data, record layouts and processing codes used to send and receive electronic data, and information on printing an ISIR.