The ISIR Guide U.S. Department of Education

Transcription

1 The ISIR Guide U.S. Department of Education

2 Table of ontents INTRODUTION...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 Transactions...9 Highlights and Assumptions Paper System Highlights and Assumptions Electronic System Highlights and Assumptions ISIR DATA Overview over Page FAFSA Questions Asset Threshold Exceeded Dependency Status Results Office Information Primary and Secondary EF Types Processed Date Transaction Data Source/Type Source of orrection Federal School Indicator and Assumption Override s FAA Information Date ISIR Received Verification Flag Professional Judgment Transaction Receipt Date Reprocessing Processed Record Type October 2013 ( ) The ISIR Guide i

3 PS Pushed ISIR Flag s Met Verification Tracking Flag Dependency Override ETI orrection # Applied To Application Receipt Date Pell Eligible Flag Primary and Secondary EFs/Alternate EFs Intermediate Values High School Flag IRS Request Flags Auto Zero EF Flag EF hange Flag SNT Flag Student IRS Display Flag Parent IRS Display Flag ed Status hange Flag Verification Selection Flag Special ircumstances Flag Duplicate SSN Flag Address Only orrection Flag SAR hange Flag Match Flags SSN Match Flag SSA itizenship DHS Match Flag Selective Service Match Flag NSLDS Match Flag VA Match Flag DHS Secondary onfirmation Match Flag October 2013 ( ) The ISIR Guide ii

4 Parent 1 SSN and Parent 2 SSN DHS Verification Number Selective Service Registration Flag NSLDS Transaction Number NSLDS Database Results Flag DoD Match s NSLDS Financial Aid History Flags (Upper Section) Overpayment Flags ontact NSLDS Pell Lifetime Eligibility Used NSLDS Pell Lifetime Limit Flag Subsidized Usage Limit Applies Flag Subsidized Loan Eligibility Used Aggregate Amounts for FFEL/Direct Loans, TEAH Loan, and Perkins Loan Section Pell Payment Data Section Academic ompetitiveness Grant (AG) Data Section National Science and Mathematics Access to Retain Talent Grant (National SMART Grant) Data Section Teacher Education Assistance for ollege and Higher Education (TEAH Grant) Data Section Loan Detail Section Master Promissory Note/Loan Limit Information Section Additional ISIR Data DRN IRS Data Field Flags Signature EF Field orrection Flags FAFSA Data Verify Flags October 2013 ( ) The ISIR Guide iii

5 ORRETIONS AND UPDATES Overview FAAs Making orrections Students Making orrections SAR orrections Parent Information for Independent Students Signatures SAR orrections PINs Signature s School orrections GETTING HELP ustomer Service FSATEH Listserv PS/SAIG Technical Support Federal Student Aid Information enter (FSAI) Federal Student Aid s Research and ustomer are enter (R) APPENDIX A REJET ODES AND REJET REASONS... A 1 Reason s... A 1 s and How to Respond to Each... A 2 Table of s and How to Respond to Each... A 3 APPENDIX B DATABASE MATHES AND MATH FLAGS... B 1 Overview... B 1 APPENDIX - LOAN STATUS ODES AND ELIGIBILITY HARTS... 1 Overview... 1 Loan Status s... 2 Federal Loan Servicer Loan Servicing s... 6 Federal Loan Servicers... 8 FFELP-only Servicers Guaranty Agencies FFELP Lenders October 2013 ( ) The ISIR Guide iv

6 ontact Information & Fields Associated with Loan Status APPENDIX D SAR AND SAR AKNOWLEDGEMENT... D 1 Overview... D 1 Paper SAR... D 3 SAR Page 1... D 3 SAR Page 2... D 4 SAR Page 3... D 4 SAR Page 4... D 4 SAR Pages 5-10 (Spanish Pages 5-11)... D 5 SAR Acknowledgement... D 7 SAR Acknowledgement Page 1... D 7 SAR Acknowledgement Pages 2-3 (Spanish Pages 2-4)... D 7 APPENDIX E SAMPLE ISIR... E 1 Overview... E 1 Sample ISIR... E 2 October 2013 ( ) The ISIR Guide v

7 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. The ISIR contains all information reported on the Free Application for Federal Student Aid (FAFSA), 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 entral Processing System (PS). ISIRs are sent to schools through the Electronic Data Exchange (EDE), the U.S. Department of Education s electronic service that enables schools to send electronic data to and receive resulting processed electronic data from the PS 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 PS Online Web sites. SARs and ISIRs contain the same processed student information in different formats. The SAR is explained in detail in Appendix D of this guide. The ISIR follows the order of the FAFSA, and the remaining data elements are grouped with similar data 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 to particular data elements, we use the filler field positions to add, remove, or revise those data elements. As a result, the impact of the change affects only the existing filler blocks and not the entire record layout. A complete version of the EDE Technical Reference was posted in October 2013 on the U.S. Department of Education s Information for Financial Aid Professionals (IFAP) Web site, located at ifap.ed.gov and on the Federal Student Aid Download (FSAdownload) Web site, located at fsadownload.ed.gov. It can be downloaded in portable document format (PDF). You can use the table below to find more information about the Federal Student Aid system changes and enhancements. The following guides are posted on the IFAP and FSAdownload Web sites: October 2013 ( ) The ISIR Guide 1

8 Document Summary of hanges for the Application Processing System Guide Software over Letters Type of hanges This guide provides an overview of major application processing system updates, such as: FAFSA hanges Parental Information hanges Internal Revenue Service (IRS) Data Retrieval Tool Enhancements - New Tax Return Filing Status Questions - New IRS Display Flags Increasing Financial Question Field Lengths Verification Enhancements FAFSA on the Web orrection Instruction Enhancements Loan Eligibility hanges It covers changes to Federal Student Aid s Web sites for students, such as: FAFSA on the Web It covers changes to Federal Student Aid s Web sites for FAAs, such as: FAA Access to PS Online (FAA Access) Return of Title IV Funds (R2T4) on the Web ISIR Analysis Tool PS Web Applications Demonstration Web System This guide also includes an application processing system schedule and a summary of changes for the PS, such as: Database Matches PS Edits Need Analysis hanges hanges hanges to Application Output Sent to Students, such as the SAR and SAR Acknowledgement The software cover letters describe changes and enhancements to specific releases of Federal Student Aid P products such as EDExpress and Direct Loan (DL) Tools for Windows. October 2013 ( ) The ISIR Guide 2

9 Document Electronic Data Exchange (EDE) Technical Reference SAR s and Text Type of hanges This technical reference includes general information about the EDE process, a summary of changes to the technical reference, descriptions of the electronic FAFSA and corrections process, information on sending and receiving electronic data, record layouts and processing codes used to send and receive electronic data, and information on printing an ISIR. This document includes the comment code number and text along with reject code and SAR code information and data match information. Note: Throughout this guide, when we reference the FAFSA on the Web site, we are describing both the English and Spanish versions of the site unless otherwise noted. The functionality of the English and Spanish versions of FAFSA on the Web are the same; the only difference is the language used. October 2013 ( ) The ISIR Guide 3

10 Processing Flow The applicant data process flow for generating ISIRs is the same in as in The student starts the process by submitting a FAFSA. The information is processed through the PS, and the results are returned to the student and institution. See the bullet point labeled The Financial Aid Application on the next page for filing options. The charts on pages 7 and 8 show how information from a financial aid applicant flows through the system for the various types of applications and corrections and describe when an ISIR is generated. The major participants, documents, and records in the application process are: The U.S. Department of Education The Student. The student can apply for federal student aid under the following Title IV programs: Federal Pell Grant, Teacher Education Assistance for ollege and Higher Education (TEAH) Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Federal Work-Study, Federal Perkins Loan, and the William D. Ford Federal Direct Loan (Direct Loan) Program. The Federal Student Aid PIN for Students and Parents. The Federal Student Aid PIN (PIN), along with the user s personal information, serves as an electronic signature when entered on the FAFSA on the Web site. The PIN also serves as an identifier to let the student access his or her personal information in various U.S. Department of Education systems. Because the PIN serves as an electronic signature and provides access to personal information, the PIN should not be shared with anyone, including financial aid administrators. Students and parents can create their own PINs, request that Federal Student Aid generate a PIN for them that is displayed on the screen in real time, or request that the PIN be ed in real time. The PIN is issued in real time so that the student or parent can use it immediately to authenticate with and retrieve data from the IRS and sign the FAFSA electronically. The Social Security Number (SSN), name, and date of birth information submitted by the applicant and parent is transmitted for a match with the Social Security Administration (SSA). If the SSN, name, and date of birth are successfully matched (SSN Match Flag of 4), the PIN remains valid and becomes a permanent PIN. After receiving a successful SSN match from SSA, the applicant or parent can use the PIN to access a renewal FAFSA, view or print a SAR, make corrections, and access NSLDS data. In the limited cases where the SSA match is unsuccessful, the PIN is disabled and an is sent to notify the applicant that a PIN will not be issued. If the applicant used the temporary PIN to sign his or her FAFSA, the applicant is also sent a paper SAR requesting all required signatures. A SAR comment (comments 275 to 280) appears on the student s SAR (and ISIR), indicating the specific results of the SSA match. Until a positive match (SSN Match Flag of 4) is received from the SSA, the PIN cannot be used to sign any documents or access Web sites that require the PIN. October 2013 ( ) The ISIR Guide 4

11 The Financial Aid Application. Different forms of the application are available for the student to apply for federal student aid. These include English and Spanish versions of the following: FAFSA on the Web FAFSA PDF Paper FAFSA FAFSA on the Phone The school can also submit an application for the student by completing an online FAFSA through FAA Access to PS Online or by submitting an ASII flat file through the Student Aid Internet Gateway (SAIG) in message class EAPS15IN. Students can get an early start on the financial aid process by using FAFSA4caster to get an estimate of their eligibility for federal financial aid. The FAFSA Processor. One organization serves as the data entry processor for the processing year under contract with the U.S. Department of Education. The FAFSA processor receives paper applications, paper SAR corrections, and paper signature pages in the mail, performs document analysis to ensure that the data is acceptable, and handles missing or unacceptable responses. The processor images the application, enters the information from the application, and transmits the data and image electronically to the PS. The entral Processing System (PS). The PS operates under a contract with the U.S. Department of Education to receive and process application and correction information. The PS matches student records with other federal databases, such as the SSA and Department of Homeland Security, to confirm eligibility. The PS also applies a series of compute edits to the application information to check for inconsistencies, contradictions, and missing data. During the compute process, the PS uses the need analysis formula specified by law to calculate each applicant s expected family contribution (EF). The Institutional Student Information Record (ISIR). ISIRs are electronic records produced by the PS that provide institutions with processed application and correction information. ISIRs can be sent to destination points (schools, servicers, and state agencies) daily or by request using FAA Access to PS Online. The Student Aid Report (SAR). This document provides the student with processed application information. Students who provide an address on their FAFSA and have an SSN Match Flag of 4 (SSN, name, and date of birth match) receive an notifying them that their SAR can be accessed electronically. For students who do not meet this criteria, the PS prints the SAR and mails it directly to the address the student provided. The SAR is in English or Spanish, depending on the language used on the application or correction that generates the SAR. October 2013 ( ) The ISIR Guide 5

12 The School. The school refers to each postsecondary educational institution that the student listed on the financial aid application. The FAA at the school uses the processed information from the ISIR or SAR to determine the types and amount of federal student aid the applicant is eligible to receive. Schools and states can also use information from the ISIR or SAR to award their own financial aid. October 2013 ( ) The ISIR Guide 6

13 Federal Application Processing System Paper and Electronic Processes to Generate an ISIR Electronically Through School Paper Process Student (spouse, parent[s]) completes a paper or PDF FAFSA or a paper or PDF Spanish FAFSA, or provides school with acceptable documents for applications or corrections. Student (spouse, parent[s]) completes a paper or PDF FAFSA, a paper or PDF Spanish FAFSA, or makes corrections on a paper SAR. Student mails document to the FAFSA processor. Destination Point (school or servicer) enters data into FAA Access to PS Online or into a mainframe or third-party software and transmits the application or correction data and signature flags to the PS. FAFSA Processor enters and transmits application or correction data and signature flags to the PS. The PS edits data from all sources, performs data matches, calculates EF, and generates all processing results in real time when possible. The PS returns the results electronically through an Notification of SAR Processing when the student has provided an address with valid syntax and has an SSN Match Flag of 4 (SSN, name, and date of birth match). Otherwise, the PS prints and mails the information to students in an English or Spanish paper SAR or paper SAR Acknowledgement. The PS makes the processed data (ISIRs) available to schools, servicers, and state agencies. Electronically Through School Student receives an Notification of SAR Processing if an address with valid syntax was received and the record has an SSN Match Flag of 4. Otherwise, a paper SAR Acknowledgement is sent. Paper Process Student receives Notification of SAR Processing if an address with valid syntax was received on the paper application or correction and student has an SSN Match Flag of 4. Otherwise, a paper SAR is sent. Student may submit paper SAR or paper SAR Acknowledgement to school if school is not listed on application. However, school must take action to ensure school is added to student's record so that school receives electronic ISIR. October 2013 ( ) The ISIR Guide 7

14 Federal Application Processing System Web Process to Generate an ISIR FAFSA on the Web (A PIN is Optional*) Renewal FAFSAs FAFSA orrections (A PIN is Required for All*) Student (spouse, parent[s]) completes the application online and transmits the data directly to the PS. Student (and parent) must provide electronic signature or send paper signature to the FAFSA processor to complete the process. Student accesses renewal FAFSA or FAFSA orrections, with PIN. Student updates/ completes the application online and signs with the PIN. Dependent Student transmits data to the PS. The student and parent must sign using a PIN, which is an electronic signature, or sign and mail the paper Signature page. Independent Student transmits data to the PS. The student must sign using a PIN, which is an electronic signature, or sign and mail the paper Signature page. Dependent Student transmits data to the PS. The data has been signed using a PIN, which is an electronic signature for the student. Parent must sign with a PIN or use the paper Signature page if changes are made to parental data. Independent Student transmits data to the PS. The data has been signed using a PIN, which is an electronic signature for the student. Signature Resolution: Students and parents who acquire a PIN after submitting data without an electronic signature can return to the FAFSA on the Web site after submission and sign the application using their PINs. Once the PIN(s) are matched to FAFSA data in the hold file, the application is removed from the hold file and will be processed by the PS. FAFSA Processor receives Signature page from students or parents who did not sign electronically using a PIN when submitting data from FAFSA on the Web or FAFSA orrections. The processor enters and transmits the signature flags to the PS. PS receives Web submissions, edits data, performs data matches, calculates EF, and generates all processing results in real time when possible. The PS returns the results electronically through an Notification of SAR Processing when the student has provided an address with valid syntax and the record has an SSN Match Flag of 4 (SSN, name, and date of birth match). Otherwise, the PS prints and mails the information to students in an English or Spanish paper SAR or paper SAR Acknowledgement. The PS makes the processed data (ISIRs) available to schools, servicers, and state agencies. * See The Federal Student Aid PIN for Students and Parents in the Processing Flow section of this guide for more information on PINs. October 2013 ( ) The ISIR Guide 8

15 Transactions A transaction is an interaction between the PS and a financial aid applicant or a school that changes any of the data on a student s record. Each transaction results in a new ISIR and SAR and is identified by a two-digit transaction number (for example, 01, 02, or 03). A transaction may be system-generated. For example, when a student s eligibility for federal student aid changes on the NSLDS, the PS automatically processes the application information and generates a new transaction without additional input from the student or from a school. These system-generated transactions are automatically sent (or pushed) to the destination point in unique electronic message classes. When application data for an award year first arrives at the PS and is processed, the resulting report is called the 01 transaction. The student receives an Notification of SAR Processing or a paper SAR or SAR Acknowledgement, and the listed schools can receive ISIRs. State agencies can also receive the ISIR data. If corrections are necessary, the student can make the corrections electronically through FAFSA on the Web. Alternatively, students who receive a paper SAR can make changes on the SAR and return it to the FAFSA processor to have the information processed. A school can submit corrections electronically through the SAIG or enter the corrections using the FAA Access to PS Online Web site, even if the school did not submit the original application electronically. The corrections generate a new record that is identified as the 02 transaction. To create a correction transaction, a change must be made to at least one data element. Examples of common corrections include an address correction or the addition or change of a school. The first correction transaction is labeled 02, and subsequent correction transactions are labeled 03, 04, and so forth. Identifying the correct transaction is important when communicating with the ommon Origination and Disbursement (OD) System and when requesting duplicate SARs or making ISIR requests. If the number of transactions exceeds 30, subsequent transactions are rejected by the PS for too many transactions. October 2013 ( ) The ISIR Guide 9

16 Highlights and Assumptions Paper System Highlights and Assumptions Students are instructed to review information on the SAR carefully for accuracy. SAR items requiring special attention are highlighted in bold type. The student and the FAA should pay careful attention to questions and responses that are highlighted. During the edit process, the PS applies logic that compares two or more pieces of information provided by the student. On the SAR, the PS highlights information that is conflicting or missing and items that are questioned. In certain instances, the application is rejected if the student s data is in conflict. For example, an independent student answers that he or she is not married but provides financial information for a spouse. The PS rejects this application ( 11) and prints the questioned items in bold type on the SAR. In this situation, the student receives a SAR with arrows printed next to the questionable line items. The student is then required to correct them. The PS does not calculate an EF, because key financial information is conflicting. In other situations, the PS makes assumptions and does not reject the student s record. For example, a student reports that he or she is married and provides spouse s income, but reports only one person in the household. In this case, the PS assumes two people are in the household, highlights both questions and responses on the SAR, and calculates an EF, as long as the record is not rejected for other reasons. Both the reported and the assumed values are printed; ASSUMED appears in parentheses next to the assumed response that was used in the EF calculation. The PS most often makes assumptions when questions are left blank. After an answer is assumed, the assumed information is used throughout the subsequent edits and in the EF calculation. On the ISIR, EDExpress prints the letter h to the left of the field title that was highlighted. EDExpress prints an asterisk (*) to the left of the field title to indicate that the PS made an assumption, and the assumed value is printed in place of the reported value. October 2013 ( ) The ISIR Guide 10

17 Electronic System Highlights and Assumptions All Federal Student Aid application systems used to submit application data contain certain edits that prompt users to resolve inconsistencies before sending the information to the PS. These edits are contained in the FAA Access to PS Online (FAA Access) and FAFSA on the Web applications and corrections. When inconsistencies or missing data would cause the record to be rejected at the PS, the Web sites do not allow the record to be submitted until information is changed or added. However, when these inconsistencies would cause an assumption, the user is prompted to review and change the data, and the application can be submitted even if a change is not made. The ISIR data file that a school receives includes a flag for each highlighted field in positions 2314 to 2508, and the printed ISIR displays an h (for highlight) next to the items on which assumptions were made. An FAA can override certain PS rejects using FAA Access. If a record contains inconsistent or missing data that would result in the PS rejecting the record, the FAA receives a message to correct or re-enter the information. If the data originally provided is correct, the FAA must reenter the data. FAA Access sets and transmits a reject override code in the student s record, suppressing the edit, and the actual data is used instead of assumed values. For example, a student may have an unusually large number of family members. When the FAA re-enters the number of family members, FAA Access sets a reject override code in the student s record, which excludes the reject for an unusually large number of family members. Similarly, an FAA can override certain PS assumptions using FAA Access. For example, if three people are in an independent student s household and three are in college, PS assumes one in college and displays a message. When the FAA re-enters the number in household and the number in college, an assumption override code is submitted with the data that suppresses the assumption. Students who are using FAFSA on the Web can confirm the data they have entered in the same way. In response to the student s confirmation, the Web application sets the assumption override codes and most reject override codes. October 2013 ( ) The ISIR Guide 11

18 ISIR Data Overview A school can automatically receive ISIRs for students who listed its Federal School on their applications or corrections. Institutions can send application and correction data from the school or through a servicer (both are called destination points) and receive processed student records (ISIRs) at the destination point. A school can also access and ISIRs from the ISIR Datamart, the centralized location for all ISIR data generated by the PS. Schools, state agencies, and other authorized users receive ISIRs from the datamart through the SAIG. For more information on the ISIR Datamart, see the Electronic Data Exchange (EDE) Technical Reference, available at the FSAdownload Web site. Schools do not need to print paper ISIRs. However, so that you can refer to the codes that appear on the ISIR as we discuss them in this guide, Appendix E contains an example of the ISIR as it appears when printed using the EDExpress for Windows software. The student s processed FAFSA information appears on the printout along with one or two pages for NSLDS Financial Aid History, depending on the student s number of loans. We added two new ISIR fields, Student s Tax Return Filing Status and Parents Tax Return Filing Status, based on new corresponding FAFSA questions. We also expanded the number of digits for financial fields on the FAFSA and, as a result, we needed to accommodate expanded lengths in the values that the PS assumes, calculates, and prints on the ISIR. Examples of fields with expanded lengths include the following: FAFSA questions, such as Adjusted Gross Income (AGI), Taxes Paid, Income Earned from Work, and asset questions PS assumed values, such as AGI, Taxes Paid, and Income Earned from Work PS calculated values, such as Additional Financial Information Total alculated by PS and Untaxed Income Total alculated by PS, and intermediate EF calculated values such as, Total Income, Available Income, and Adjusted Available Income EF values, including primary EFs, secondary EFs, and alternate EFs October 2013 ( ) The ISIR Guide 12

19 over Page The first page of the ISIR contains the student s identifying information, including his or her name and mailing address, along with the transaction process date, EF, and, if applicable, flag. New for : All EF values have expanded in length from five digits to six digits. The remainder of the page contains the comments identified on the ISIR in the s field for which float-in text is provided. The bottom of the page includes the applicant s transaction ID or trans ID, which consists of the applicant s original SSN, first two letters of the last name, and transaction number. For example: XXX-XX-XXXX JO 01 XXX-XX-XXXX is the SSN; JO is the first two letters of the last name; and 01 is the transaction number. October 2013 ( ) The ISIR Guide 13

20 FAFSA Questions The FAFSA questions are printed on pages 2 and 3 of the ISIR. The student s processed application information appears on the printout in a two-column, twopage format with an abbreviated version of each FAFSA question on the left and the student s response on the right. Information is divided into sections like the FAFSA sections (for example, Step One, Step Two, and Step Three). Questions are not numbered individually, but each section heading identifies the range of FAFSA questions included. New for : We added two new questions to the FAFSA, Student s Tax Return Filing Status and Parents Tax Return Filing Status, and as a result we added corresponding ISIR fields. We also expanded the number of digits for financial fields on the FAFSA and, as a result, we needed to accommodate expanded lengths for values that the PS assumes, calculates, and prints on the ISIR. Examples of fields with expanded lengths include the following: FAFSA questions, such as Adjusted Gross Income (AGI), Taxes Paid, Income Earned from Work, and asset questions PS assumed values, such as AGI, Taxes Paid, and Income Earned from Work PS calculated values, such as Additional Financial Information Total alculated by PS and Untaxed Income Total alculated by PS For more information on changes to the FAFSA, see the Summary of hanges for the Application Processing System guide, available later this fall. For more information on changes to the ISIR printed from EDExpress, see the Electronic Data Exchange (EDE) Technical Reference. Both documents are posted to the IFAP Web and FSAdownload Web sites. October 2013 ( ) The ISIR Guide 14

21 Asset Threshold Exceeded The Student Asset Threshold Exceeded and Parent Asset Threshold Exceeded fields are printed within the answers to the FAFSA fields and follow the respective asset questions. These fields inform you if the applicant s or parents assets exceeded the threshold, therefore requiring the applicant or parents to provide additional asset information by answering questions 41 to 43 for independent applicants and questions 90 to 92 for dependent applicants. ISIR Value Value Printed on ISIR Description Blank Blank Applicant filed on the Web and the asset threshold filtering question was not presented or the applicant filed using a paper FAFSA. Alternatively, the FAA used EDE or FAA Access. 1 Yes Asset threshold was exceeded; must provide additional asset information 2 No Asset threshold was not exceeded; no additional asset information is needed October 2013 ( ) The ISIR Guide 15

22 Dependency Status Results On the top right column of the second page of the ISIR, the applicant s dependency status is displayed. The following dependency status codes are used: ISIR Value and Value Printed on ISIR Description D I X Y Dependent Independent ed Dependent ed Independent October 2013 ( ) The ISIR Guide 16

23 Office Information Following the FAFSA questions, in the right column on page 3 is a section titled Office Information, the following information appears: Primary EF Type Secondary EF Type Processed Date Transaction Data Source/Type Source of orrection Federal School Indicator Override s Assumption Override s Primary and Secondary EF Types These codes tell an FAA which formula was used to calculate the EF. ISIR Value and Value Printed on ISIR Description 1 Full Needs Test: dependent 2 Full Needs Test: independent without dependents 3 Full Needs Test: independent with dependents 4 Simplified Needs Test: dependent 5 Simplified Needs Test: independent without dependents 6 Simplified Needs Test: independent with dependents Processed Date The Processed Date is the date this transaction was processed at the PS. October 2013 ( ) The ISIR Guide 17

24 Transaction Data Source/Type The Transaction Data Source/Type code identifies a FAFSA processor or other source of the transaction. New for : We added a Transaction Data Source/Type, 5L (PS Identity Hold Release). ISIR Value 1A 1 2A 2B 2 2E 2F 2G 2H 2Q 2R 2T 3A 3 3E 3G 3R 4A 4B 4 4J 4K 4Q 4U 4V 5D 5L 5M 5N 5P Value Printed on ISIR Electronic Application Electronic orrection Full SAR Web Student Application Web Student Application Spanish Web Student orrection Web Student EZ FAFSA Web Student EZ FAFSA Spanish Web Student EZ FAFSA Renewal Application Web Student EZ FAFSA Renewal Spanish Web Student Spanish orrection Web Student Renewal Application Web Student Spanish Renewal Application Web FAA Application Web FAA orrection Web FAA EZ FAFSA Web FAA EZ FAFSA Renewal Application Web FAA Renewal Application Paper Application Paper Application Spanish Paper orrection Paper orrection Application Paper orrection Application Spanish Paper Spanish orrection PDF Application PDF Spanish Application PS Drug Abuse Hold Release PS Identity Hold Release PS DHS secondary confirmation PS NSLDS Postscreening PS Reprocessed Record October 2013 ( ) The ISIR Guide 18

25 ISIR Value 5S 5W 5X 6A 6B 6 6E 6F 7G 7H 7R 7T Value Printed on ISIR PS PS System-generated Signature PS SSA Death File Match DOD File Match FAFSA on the Phone Spanish FAFSA on the Phone FSAI orrection EZ FAFSA on the Phone Spanish EZ FAFSA on the Phone FAFSA4caster EZ FAFSA Renewal FAFSA4caster EZ FAFSA Spanish Renewal Web Student FAFSA4caster Renewal App Web Student FAFSA4caster Spanish Ren App Source of orrection The Source of orrection Flag is a field that is set on each correction transaction and indicates the source of the correction. ISIR Value A D S Value Printed on ISIR Applicant PS School Federal School Indicator The Federal School Indicator verifies the identity of the originating institution. and Assumption Override s The ISIR shows which Override s and which Assumption Override s were set on the transaction. These override codes enable a student or an FAA to override certain rejects. FAAs can also override certain assumptions the PS has made about a student s data when the information appears to be inconsistent. If an override is set, 1 is printed on the ISIR. If no override is set, the field is blank. ISIR Value and Value Printed on ISIR Blank Description No override code set 1 Override code set October 2013 ( ) The ISIR Guide 19

26 The FAFSA is intended to be a snapshot of the student and parent s situation as of the date the application was completed. Students and parents should not change their answers to these questions unless the data originally submitted was incorrect as of the date the application was submitted. Some exceptions to this rule exist. For example, FAAs have the discretion to ask a student to update marital status information for changes that occur after the initial application was submitted. If the FAA determines the update is necessary to address an inequity or to reflect more accurately the applicant s ability to pay, the FAA can override the resulting marital status reject edit ( 21). Additional guidance for the appropriate use of the reject override is found in the Federal Student Aid Handbook. October 2013 ( ) The ISIR Guide 20

27 FAA Information The FAA Information section displays all relevant information about a student s eligibility in one place. FAA information is printed on the third page of the ISIR following the summary of application data and is labeled FAA Information. Descriptive labels are intended to help the FAA identify reject codes, match flags, intermediate values, and so forth. New for : As the result of the expanded field length for financial fields on the FAFSA, we needed to accommodate additional digits in the values that the PS assumes, calculates, and prints on the ISIR. Examples of fields with expanded lengths in the FAA Information section include the following: PS-calculated intermediate EF-calculated values, such as Total Income, Available Income, and Adjusted Available Income EF values, including primary EFs, secondary EFs, and alternate EFs Using the printed ISIR format as a basis, here are identifications for the codes and flags that appear as FAA information. Date ISIR Received The Date ISIR Received is the date the ISIR was imported into the school s EDExpress software. Verification Flag The Verification Flag indicates if a student has been selected for verification on any transaction. After the student is selected, he or she is always selected for the current processing year. This data comes from the Student Is Selected for Verification field on the ISIR record layout. ISIR Value and Value Printed on ISIR Y N Selected for verification Not selected for verification Description * Selected for verification on a subsequent transaction October 2013 ( ) The ISIR Guide 21

28 Professional Judgment This flag indicates the status of an EF adjustment resulting from a professional judgment decision by an FAA. ISIR Value Value Printed on ISIR Description Blank Blank No EF adjustment processed 1 Yes EF adjustment processed 2 Failed EF adjustment attempted but failed When an FAA uses professional judgment to change a data item on the ISIR, only the school that made the change remains listed on the new ISIR transaction. Transaction Receipt Date This is the date the FAFSA processor or the PS received the input information that generated the transaction. The Application Receipt Date for the first application is a fixed date. However, the Transaction Receipt Date changes each time a new transaction is generated. For example, a student mails a FAFSA that is received by the FAFSA processor on March 14, This first transaction SAR and ISIR has an Application Receipt Date and a Transaction Receipt Date of March 14, If the student then mails in a SAR with corrections and it is received on April 18, the 02 transaction shows an Application Receipt Date of March 14, 2014 and a Transaction Receipt Date of April 18, Reprocessing This code provides information about records that are reprocessed by the PS for any reason and this data comes from the Reprocessed Reason field on the ISIR record layout. When the Transaction Data Source/Type is set to 5P (reprocessed record), this position contains a two-digit number, beginning with 01 and incrementing each time a group of records is reprocessed. heck the IFAP Web site for announcements that define the reason associated with a particular two-digit number. New for : We added a new reprocessing code, 50, which identifies a record that originally by-passed the matches but has now been reprocessed and sent through the appropriate matches. October 2013 ( ) The ISIR Guide 22

29 Processed Record Type This code indicates the type of processed record. ISIR Value and Value Printed on ISIR Blank H Description Original or Renewal Application (from any source) orrection Application orrection (from any source) PS Pushed ISIR Flag This flag is set to identify transactions that are automatically sent (pushed) to schools. If the ISIR is a pushed ISIR, the ISIR record layout contains Y, and the ISIR prints Yes for transactions meeting the pushed ISIR criteria. If the ISIR does not meet the criteria for a pushed ISIR, this field is blank, and nothing is printed next to the PS Pushed ISIR Flag label on the ISIR. Examples of transactions automatically pushed to the school include: EF hange Flag is set SAR Flag changes between correction and transaction being corrected Transaction is system-generated Status hange Flag is set Verification Selection hange Flag is set s Met Up to seven reject reason codes can be printed in this space. See Appendix A for the reject reason codes and the comment numbers associated with certain types of rejects. Verification Tracking Flag This field identifies the verification group with which this record is associated. You use this information to determine which fields require verification. Federal Student Aid provided revised verification guidance in Dear olleague Letter GEN posted on the IFAP Web site. See the Dear olleague Letter for FAFSA information that may require verification and acceptable documentation for verifying that information when selected by the Department for verification. October 2013 ( ) The ISIR Guide 23

30 New for : We added a new Verification Tracking Flag value of V6 (Household Resources Verification) and revised the existing value of V2 to be for Federal Student Aid use only. ISIR Value and Value Printed on ISIR V1 V2 V3 V4 V5 V6 Blank Description Standard Verification For Federal Student Aid Use Only hild Support Paid Verification ustom Verification Aggregate Verification Household Resources Verification Not selected for verification Dependency Override This flag identifies a record that resulted from an application or correction on which an FAA made a dependency override request. On initial applications, overrides can be made in one direction only, from dependent to independent. FAA Access enables an FAA to cancel a previous override. ISIR Value Value Printed on ISIR Blank Blank No FAA override requested Description 1 Yes FAA overrode dependency status from dependent to independent 2 anceled FAA canceled override 3 Failed FAA override request failed 4 Homeless Youth Det FAA determined applicant is a homeless youth When an FAA performs a dependency override, only the school that submitted the override receives the new ISIR transaction. October 2013 ( ) The ISIR Guide 24

31 ETI The Electronic Transaction Indicator (ETI) Flag indicates whether the school receiving the ISIR submitted input to generate the ISIR transaction or did not generate the transaction but was listed on the record. It also indicates whether the type of ISIR is a daily, requested, or pushed ISIR. One character is printed on the ISIR. ISIR Value and Value Printed on ISIR Description 0 School generated transaction and is an ISIR Daily school (applications) (IDAP) 1 School did not generate transaction and is an ISIR Daily school (automatic) (IDSA) 2 School generated transaction and is an ISIR Request school (ISRF) 3 School did not generate transaction and is an ISIR Request school (applications) (ISRF) 4 School generated transaction and is an ISIR Daily school, ISIR is PS Pushed ISIR (corrections) (IGO) 5 School did not generate transaction and is an ISIR Daily school, ISIR is PS Pushed ISIR (automatic) (IGSA) 6 School generated transaction and is an ISIR Request school, ISIR is PS Pushed ISIR (corrections) (IGO) 7 School did not generate transaction and is an ISIR Request school, ISIR is PS Pushed ISIR (automatic) (IGSA) 8 School did not generate transaction and is an ISIR Daily school, ISIR is PS Pushed System-Generated ISIR (IGSG) 9 School did not generate transaction and is an ISIR Request school, ISIR is PS Pushed System-Generated ISIR (IGSG) Blank No destination code associated or school not participating orrection # Applied To This field only applies to transactions greater than 01 and indicates the prior transaction against which the correction was applied. For example, if you are looking at an 03 transaction and the orrection # Applied To field is 02, it means that corrections were made against the 02 transaction to create the 03 transaction. Application Receipt Date This field shows the date the paper application was received by the FAFSA processor or the date an electronic FAFSA transmission was received by the PS. October 2013 ( ) The ISIR Guide 25

32 Pell Eligible Flag The Pell Grant Eligibility Flag field, in the ISIR record layout, alerts schools to an applicant s Pell Grant eligibility status. This data is found in the Pell Elig Flag field on the ISIR. A Y confirms that a student s EF and undergraduate or qualifying graduate status makes him or her eligible for a Pell Grant and that the record has been included in the payment system database. ISIR Value and Value Printed on ISIR Blank Y Not eligible for a Pell Grant Eligible for a Pell Grant Description If an undergraduate student incorrectly reported on the FAFSA that he or she will be a graduate student or has a bachelor s degree, this information must be corrected. Otherwise, he or she is not considered eligible for a Pell Grant, and the school is unable to receive Pell funds for that student. Primary and Secondary EFs/Alternate EFs The ISIR FAA Information section contains the Primary EF and Secondary EF. If a Primary and a Secondary EF appear, this indicates the student qualified for the Simplified Needs Test (SNT) but also provided information about assets. Two calculations were performed, producing the Primary EF (asset information was not included in the calculation) and the Secondary EF (asset information was included in a full-data calculation). If only a Primary EF appears, it indicates the student: Did not meet the SNT criteria and only the full-data calculation was done, or Met the SNT criteria and provided no asset information or incomplete or inconsistent asset information and only one calculation could be performed. The figures printed for each of the twelve months represent alternate EFs that an FAA must use to award aid other than a Federal Pell Grant for an academic year that is less than or greater than nine months. For a dependent student, the alternate EFs are calculated by the PS according to a formula prescribed by ongress. For less than nine-month enrollment for the independent student, the EF is prorated. October 2013 ( ) The ISIR Guide 26

33 Intermediate Values These abbreviations represent the intermediate steps used in calculating the EF. They show the components of the need analysis formula, such as the employment allowance or parents contribution from assets. These components are defined by ongress. The values can be useful to FAAs in performing recalculations or in making professional judgment adjustments to data items. The intermediate values are identified as follows: ISIR Field Label TI ATI STX EA IPA AI AI DNW NW APA PA AAI TS TP P STI SATI SI SDNW SA FTI Description Total Income Allowances against Total Income State and Other Tax Allowance Employment Allowance Income Protection Allowance Available Income ontribution from Available Income (Independent Student) Discretionary Net Worth Net Worth Education Savings and Asset Protection Allowance Parents ontribution from Assets Adjusted Available Income Total Student s ontribution Total Parents ontribution Parents ontribution Student s Total Income Student s Allowance against Total Income Dependent Student s Income ontribution Student s Discretionary Net Worth Dependent Student s ontribution from Assets FISAP Total Income More information on the need analysis formula and methodology for calculating the EF is available in the Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility and the EF Formula Guide located on the IFAP Web site. October 2013 ( ) The ISIR Guide 27

34 High School Flag This flag is set to Y if the high school information reported on the application is not found on the high school file. IRS Request Flags The Student IRS Request Flag and Parent IRS Request Flag on the ISIR help you determine if an applicant was eligible for the IRS data retrieval process, if data was retrieved from the IRS, and if the data from the IRS was modified. The IRS Request Flag is different from the new IRS Display Flag (described later in the guide), which informs the school if the student or parent was presented with the IRS Data Retrieval Tool, and if not, the reason it was not displayed ISIR Value and Value Printed on ISIR Blank Description IRS Data Retrieval Tool not available in the application method utilized by the student (for example, paper FAFSA, EDE, or FAA Access) 00 Not eligible to use the IRS Data Retrieval Tool and was therefore not presented with the option to use it in FAFSA on the Web 01 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 was transferred from the IRS and was not changed by the user prior to submission of an application or correction 03 IRS data was transferred from the IRS and changed by the user prior to submission of an application or correction 04 IRS data was transferred from the IRS and then changed by the user on a subsequent transaction 05 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 was transferred from the IRS, but a subsequent change made the student or parent ineligible to use the IRS Data Retrieval Tool October 2013 ( ) The ISIR Guide 28

35 Auto Zero EF Flag An applicant who meets certain federal benefit, dislocated worker, tax filing, and income criteria qualifies automatically for an EF amount of 0. When these criteria are met, the PS assigns a 0 EF and does not perform a full calculation except for Total Income, Student s Total Income, and FISAP Total Income. Only these three intermediate values appear in the FAA Information section. This information is found in the Automatic Zero EF Indicator field on the ISIR. ISIR Value Value Printed on ISIR Description Blank Blank Does not meet criteria Y Yes Student meets automatic zero EF criteria EF hange Flag This flag indicates whether the EF has increased or decreased between a correction transaction and the transaction to which the correction was applied. ISIR Value Value Printed on ISIR Description Blank No change No change in EF value 1 Increase EF increased 2 Decrease EF decreased SNT Flag This flag provides information about the Simplified Needs Test (SNT), which excludes asset information from the EF calculation. The SNT is performed if an applicant meets certain federal benefit, dislocated worker, tax filing status, and income criteria. ISIR Value Value Printed on ISIR Description Y Yes SNT was met N No SNT was not met or could not be determined October 2013 ( ) The ISIR Guide 29

36 Student IRS Display Flag New for : We added this flag to inform the school if the student was presented with the IRS Data Retrieval Tool, and if not, the reason it was not displayed. The IRS Display Flag is different from the IRS Request Flag, which describes what happens after the student or parent are presented with the IRS Data Retrieval Tool. ISIR Value and Value Printed on ISIR A B D E H J K L M Blank Description Student skipped the income and asset questions IRS DRT was not displayed IRS DRT was displayed to student Tax return status not equal to Already completed IRS DRT was not displayed Marital status date greater than or equal to January 2014 IRS DRT was not displayed First three digits of SSN are 666 IRS DRT was not displayed Student amended his/her tax return IRS DRT was not displayed Student filed a Puerto Rican or Foreign tax return IRS DRT was not displayed Student is married and tax return filing status is Married Filed Separate Return IRS DRT was not displayed Student is married and tax return filing status is Head of Household IRS DRT was not displayed onflict between the student s marital status and tax return filing status IRS DRT was not displayed IRS DRT not available (for example, paper, EDE, or FAA Access) October 2013 ( ) The ISIR Guide 30

37 Parent IRS Display Flag New for : We added this flag to inform the school if the parent was presented with the IRS Data Retrieval Tool, and if not, the reason it was not displayed. The IRS Display Flag is different from the IRS Request Flag, which describes what happens after the student or parent are presented with the IRS Data Retrieval Tool. ISIR Value and Value Printed on ISIR A B D E F G H J K L M N Blank Description Dependent student has special circumstances or independent student skipped the parent questions IRS DRT was not displayed IRS DRT was displayed to parent Tax return status not equal to Already completed IRS DRT was not displayed Marital status date greater than or equal to January 2014 IRS DRT was not displayed First three digits of SSN are 666 IRS DRT was not displayed Non-married parent or both married parents entered all zeroes in SSN IRS DRT was not displayed Neither married parent entered a valid SSN IRS DRT was not displayed Parent amended his/her tax return IRS DRT was not displayed Parent filed a Puerto Rican or Foreign tax return IRS DRT was not displayed Parents are married and tax return filing status is Married Filed Separate Return IRS DRT was not displayed Parents are married and tax return filing status is Head of Household IRS DRT was not displayed onflict between the parents marital status and tax return filing status IRS DRT was not displayed Parents marital status is Unmarried and both parents living together IRS DRT was not displayed IRS DRT not available (for example, paper, EDE, or FAA Access) October 2013 ( ) The ISIR Guide 31

38 ed Status hange Flag If the reject status on a transaction changes from the status on the transaction being corrected, this field is set to Y. ISIR Value and Value Printed on ISIR Blank Y No change to reject status status has changed Description Verification Selection Flag The Verification Selection Flag field on the ISIR identifies a correction transaction that is selected for verification, if the transaction being corrected was not selected for verification. This field is always blank on an initial transaction. This flag is set to Y only on the correction transaction that is initially selected for verification. If the Verification Selection Flag is set from the previous transaction, this field is blank. The data for this field comes from the Verification Selection hange Flag field in the ISIR record layout. ISIR Value and Value Printed on ISIR Blank Y Description Transaction not selected for verification Transaction is now selected for verification when the transaction being corrected was not selected October 2013 ( ) The ISIR Guide 32

39 Special ircumstances Flag The Special ircumstances Flag identifies a transaction that was filed on the Web by a dependent applicant who believes he or she has a special circumstance that prevents him or her from providing parental information. ISIR Value and Value Printed on ISIR Blank Flag is not set Description 1 Dependent record submitted without parental data 2 orrection made to parental data 3 Unaccompanied homeless individual Dependent student who is 22 or 23 years of age (or 21 years of age or younger but answered No to all three homelessness dependency status questions) and indicated he or she is unaccompanied and homeless or at risk of homelessness. 4 Dependent student who only wants to be considered for unsubsidized loans A value of 1, 3, or 4 in this field identifies an applicant who did not provide parental information. The ISIR is rejected and no EF is calculated for the transaction. A youth (21 years of age or younger) who answers Yes to any of the homelessness dependency status questions is automatically determined to be independent. If the student s application has a Special ircumstances Flag of 1, collect appropriate documentation and, if the applicant qualifies, perform a dependency override setting the value to 1. If not, the applicant needs to provide parental information. If the student s application has a Special ircumstances Flag of 3, collect appropriate documentation and, if the applicant qualifies, perform a dependency override setting the value to 4 for homeless youth determination. If not, the applicant needs to provide parental information. If the student s application has a Special ircumstances Flag of 4, collect appropriate documentation if warranted, so you can award unsubsidized loans. In these situations, do not set and submit a dependency override flag, because doing so would trigger the PS to treat the dependent student as independent and could lead to misawarding of aid. When an applicant provides parental information on a subsequent transaction, the Special ircumstances Flag contains a value of 2. October 2013 ( ) The ISIR Guide 33

40 Duplicate SSN Flag This flag is set to Yes if another record was found in the PS database with the same SSN but a different last name. ISIR Value Value Printed on ISIR Description Blank Blank No other records with the same SSN and different last name Y Yes Another record is found on the PS database with the same SSN but a different last name Address Only orrection Flag If a mailing or address modification is the only change to a record, this field contains data. Note: orrections to the Signed By and Special Handle fields can be included with an Address Only change. The Address Only hange Flag field on the ISIR contains one of the following values. ISIR Value and Value Printed on ISIR Blank No change Description 1 Student s mailing address corrected 2 Student s address corrected 3 Parent s address corrected 4 More than one of the above corrected SAR hange Flag If the SAR Flag is set or removed from the transaction being corrected, this field contains the value Y. ISIR Value and Value Printed on ISIR Blank Y SAR Flag has not changed SAR Flag has changed Description October 2013 ( ) The ISIR Guide 34

41 Match Flags The Match Flags section of the ISIR shows alphabetic or numeric codes that are the result of matching the applicant record with databases containing information that can affect eligibility. The Match Flags appear in the FAA Information section and are described on the following pages. The SAR s and Text guide, posted on the IFAP and FSAdownload Web sites later this fall, contains a detailed discussion about the flags and codes. SSN Match Flag The SSN Match flag is the result of the student s SSN match with the Social Security Administration (SSA). New for : We added a new value of Blank. ISIR Value and Value Printed on ISIR Blank Description Record not sent to match or match not performed 1 No match on SSN 2 SSN and name match, but no match on date of birth 3 SSN match, no match on name 4 SSN, name, and date of birth match 5 SSN, name, and date of birth match but includes a date of death 6 SSN was not verified 8 Record was not sent to the SSA October 2013 ( ) The ISIR Guide 35

42 SSA itizenship The SSA itizenship is the result from the citizenship match with Social Security Administration. The data for this field comes from the SSA itizenship Flag field in the ISIR record layout. New for : We revised the description of Blank. ISIR Value and Value Printed on ISIR Blank A B D E F N DHS Match Flag The DHS Match Flag is the result from the Department of Homeland Security (DHS) match. An applicant record must meet specific criteria to be sent to DHS to confirm the applicant s U.S. citizenship. New for : We revised the description of Blank. Description Domestic born (U.S. citizen) if SSN Match Flag equals 4 (SSN, name, and date of birth match), or No match conducted if SSN Match Flag equals 8 (Record not sent to the SSA) or Blank (Match not performed) U.S. itizen Legal alien, eligible to work Legal alien, not eligible to work Other * Foreign Alien, student restricted, work authorized onditionally legalized alien Unable to confirm citizenship due to no match on SSN, name or date of birth ISIR Value and Value Printed on ISIR Blank Y N Description Record not sent to DHS or match not performed itizenship confirmed itizenship not confirmed October 2013 ( ) The ISIR Guide 36

43 Selective Service Match Flag The Selective Service Match Flag is the result from the Selective Service (SS) match. Only an applicant record that meets specific criteria is sent to SS to confirm the applicant s registration. New for : We revised the description of Blank. ISIR Value and Value Printed on ISIR Blank N T Y Description Record not sent to the Selective Service or match not performed Registration status not confirmed Temporarily exempt Registration status confirmed NSLDS Match Flag The NSLDS Match Flag is the result of the match with NSLDS to identify potential default or overpayment issues in the applicant s financial aid history. New for : We added a new value of Blank. ISIR Value and Value Printed on ISIR Blank Match not performed Description 1 Student not in default or overpayment 2 Default 3 Overpayment 4 Default and overpayment 7 Match, but no data provided 8 Record not sent to NSLDS October 2013 ( ) The ISIR Guide 37

44 VA Match Flag The VA Match Flag is the result of the match with Veterans Affairs to confirm the applicant is a veteran. New for : We added a new value of Blank. ISIR Value and Value Printed on ISIR Blank Match not performed 1 Veteran status confirmed Description 2 Record found on VA database but not a qualifying Veteran 3 Record not found on VA database 4 Record found on VA database but applicant on active duty 8 Record not sent to VA DHS Secondary onfirmation Match Flag The DHS Secondary onfirmation Match Flag is the result from DHS s confirmation that an applicant failed primary confirmation of U.S. citizenship status. ISIR Value and Value Printed on ISIR Blank N P X Y N/A Description DHS has not yet confirmed eligible noncitizen status DHS did not confirm eligible noncitizen status Pending results of secondary confirmation DHS did not have enough information to confirm eligible noncitizen status itizenship status confirmed by DHS October 2013 ( ) The ISIR Guide 38

45 Parent 1 SSN and Parent 2 SSN The SSN Match flag is the result of Parent 1 s or Parent 2 s SSN match with the SSA. New for : These labels were revised to match gender-neutral terms used on the FAFSA. We also added a new value of Blank. ISIR Value and Value Printed on ISIR Blank Match not performed 1 No match on SSN Description 2 SSN and name match, no match on date of birth 3 SSN match, no match on name 4 SSN, name, and date of birth match 5 SSN, name, date of birth match with date of death 6 SSN not verified 8 Record not sent to SSA DHS Verification Number The DHS Verification Number is a 15-digit confirmation number that the DHS returns when an applicant provides his or her Alien Registration Number (ARN) and a match with DHS is conducted. The FAA must enter this number on the G-845 form when manual Secondary onfirmation is necessary. If the DHS Verification Number is blank and DHS verification is needed, the FAA should add the student s ARN to the FAFSA and submit a correction. A comment is returned on the resulting ISIR. Selective Service Registration Flag The Selective Service Registration Flag is the result from the applicant s request to be registered with Selective Service. New for : We revised the description of Blank. ISIR Value and Value Printed on ISIR Blank N T Y Description Record not sent to Selective Service or match not performed Registration not completed Temporarily exempt Registration completed October 2013 ( ) The ISIR Guide 39

46 NSLDS Transaction Number The NSLDS Transaction Number is the number of the last transaction on which the student s NSLDS data changed. It is a signal to the FAA to review the NSLDS information on a particular transaction. NSLDS Database Results Flag The NSLDS Database Results Flag is the result from the match with NSLDS and informs the FAA whether the applicant was found in the NSLDS database. ISIR Value and Value Printed on ISIR Blank Description Record not sent to NSLDS and all NSLDS fields will be blank 1 Match was found and NSLDS data sent to PS 2 SSN match but name or DOB did not match, no data sent 3 SSN not found in NSLDS, no match 4 Match was found but no relevant NSLDS data to send to the PS 5 Real-time transaction not sent to NSLDS DoD Match The DOD Match flag is the result from the match with the Department of Defense (DoD) to determine if the applicant s parent was a member of the Armed Forces who died as a result of service in Iraq or Afghanistan after September 11, ISIR Value and Value Printed on ISIR Blank Y No match Description Applicant s SSN included in the DoD Match file Notes about the DOD Match Flag and Parent s Date of Death: The DOD Match Flag results and Parent s Date of Death are included in the ISIR file. For sensitivity reasons, we limit the way this information is printed: The DOD Match Flag is printed with the other match flag information in the FAA Information section of the ISIR. The Parent s Date of Death is not printed on the EDExpress ISIR report. The DOD Match Flag results and the Parent s Date of Death are never printed on the SAR. The DOD Match Flag and Parent s Date of Death are printed on the FAA version of the esar. October 2013 ( ) The ISIR Guide 40

47 In addition, each time the DoD updates its database, the PS compares the most recent transaction for all non-matched student records with the DoD database. If a student s record was recently added to the DoD file, the PS: Sends a system-generated ISIR transaction to the school that includes comment code 298, a DOD Match Flag of Y, Date of Parent s Death, and the Data Source/Type of 5X. Sends a system-generated SAR to the student that includes comment code 298 stating, This SAR has been produced due to a possible change in your eligibility for federal student aid. Please contact your financial aid office for more information. Sends a personalized letter to the student explaining the possible increase in eligibility for Title IV aid. FAAs need the Parent s Date of Death to confirm that applicants who were over age 23 at the time of their parent s or guardian s death were enrolled in college at the time the parent or guardian died. The FAA can view this data in: The ISIR file FAA Access to PS Online The FAA Information View dialog box in the EDExpress software Students with a positive DoD match may be eligible for additional Title IV aid, including a maximum Pell Grant award or an Iraq and Afghanistan Service Grant for the award year. As stated earlier, FAAs must assess each student with a positive DoD match for this additional eligibility and adjust the student s aid package as necessary. Note: When submitting awards to ommon Origination and Disbursement (OD) System, you must pay on an ISIR transaction with the DOD Match Flag set to Y in order for the award to be accepted. A November 6, 2009 Electronic Announcement provided detailed information on the steps you need to take for students with a positive DoD match and aid eligibility. A May 13, 2010 Electronic Announcement provides additional guidance. s The last line in the FAA Information section shows all the codes for comments generated on the record. FAAs can review the comment codes without reading every SAR comment to find those that may require action. Up to 20 comment codes can be printed. The EDExpress software prints comment text if the option is selected. ertain comment codes (047, 050, 112, 149, 158, 159, 170, and 171) are included in the ISIR file but do not print text on the ISIR printed from EDExpress. The text for these comments is used to print the variable text on the SAR. All comment codes and text used in are provided in the SAR s and Text guide, to be posted later this fall on the IFAP and FSAdownload Web sites. October 2013 ( ) The ISIR Guide 41

48 NSLDS Financial Aid History FAAs can view limited NSLDS information provided on ISIRs or by accessing the FAA Access to PS Online Web Site. omplete student financial aid history information is available at the NSLDS Professional Access Web site, located at nsldsfap.ed.gov. The NSLDS Financial Aid History section displays the NSLDS information included in the ISIR file. Descriptive labels are intended to help the FAA identify the data. Using the printed ISIR format as a basis, descriptions of the NSLDS data that appears in the NSLDS Financial Aid History section follow. New for : The Subsidized Usage Limit Applies Flag and the Subsidized Loan Eligibility Used field have been added to the NSLDS section of the ISIR. The Subsidized Usage Limit Applies Flag indicates which students are subject to the new regulations limiting the maximum period of time (measured in academic years) that a student can receive Direct Subsidized Loans. The Subsidized Loan Eligibility Used field provides the total time during which the student has received Direct Subsidized Loans as of the date of the ISIR. For more information, see the June 20, % Direct Subsidized Loan Limit: Electronic Announcement #2. Flags (Upper Section) The loan change flags appear at the top of the NSLDS Financial Aid History page next to the label. If # appears to the right of the label, the flag has changed. Discharged Loan Flag The Discharged Loan Flag reflects the status of any loan discharged due to disability or death. If this flag contains a value other than N, the Flag is set on the SAR/ISIR and a comment is given. ISIR Value and Value Printed on ISIR D M N P Description onditional discharge Death Multiple codes None Permanent discharge Fraud Loans Flag The Fraud Loans Flag is set when any loans or overpayments are flagged for potential fraud status. Appendix includes a chart for loan status codes and eligibility. October 2013 ( ) The ISIR Guide 42

49 Defaulted Loans Flag The Defaulted Loans Flag is set when any loans are in a defaulted status. Appendix includes a chart for loan status codes and eligibility. Loan Satisfactory Payment Arrangement Flag The Loan Satisfactory Payment Arrangement Flag at the top of the Financial Aid History page displays the value Y for Yes or N for No. Active Bankruptcy Flag The Active Bankruptcy Flag at the top of the Financial Aid History page displays the value Y for Yes or N for No. Postscreening Reason s Up to three postscreening codes can be sent on the same ISIR. The codes listed in the NSLDS Postscreening Reason field help schools identify students whose eligibility for federal student aid may have changed since the last SAR/ISIR transaction was produced. To find cases where a student s eligibility status has changed, NSLDS scans its database weekly. New for : We added a new postscreening reason code of 25 to identify a record with a Subsidized Usage Limit Applies Flag status change. ISIR Value and Printed on ISIR Postscreening Reason s Description Blank Not an NSLDS postscreening transaction 01 The student entered default on a Title IV loan that was previously not in default 02 Became obligated for a new overpayment of a Title IV grant or loan 03 leared a previously reported default of a Title IV loan 04 leared an overpayment obligation on a previously reported Title IV grant or loan 05 Direct Loan Master Promissory Note (MPN) status change (Stafford) 06 A loan was discharged due to disability 07 A loan went out of disability discharged status 08 Student has a loan for a closed school 09 Student has exceeded subsidized aggregate loan limit 10 Student has exceeded combined aggregate loan limit 11 Applicant no longer exceeds subsidized aggregate loan limit October 2013 ( ) The ISIR Guide 43

50 ISIR Value and Printed on ISIR Postscreening Reason s Description 12 Applicant no longer exceeds combined aggregate loan limit 13 hange in disability discharged loan status 14 Loan entered active bankruptcy 15 Direct Loan PLUS MPN status change 16 Graduate Direct Loan PLUS MPN status change 17 A fraud conviction was added to the student s record 18 A fraud conviction on the student s record was cleared 19 TEAH Grant was converted to a loan 20 Pell eligible and met or exceeded Pell lifetime limit 21 No longer meeting or exceeding Pell lifetime limit 22 Pell eligible and close to Pell lifetime limit 23 No longer close to Pell lifetime limit 24 Unusual enrollment history status change 25 Subsidized Usage Limit Applies Flag status change 99 The Other category includes, NSLDS requests for individual reprocessing, NSLDS error reprocessing, etc. In most postscreening situations, the PS generates a new SAR/ISIR transaction that includes the changed information as part of the NSLDS Financial Aid History section. Students with an SSN Match Flag of 4 (SSN, name, and date of birth match) and a valid address receive an Notification of SAR Processing instead of a paper SAR for system-generated transactions. The processed ISIRs are returned to the school in the IGSG15OP message class, and FAAs can identify these transactions when both of the following are true: PS Pushed ISIR Flag equals Y Transaction Data Source/Type equals 5N (NSLDS Postscreening) A comment is printed on the output document (SAR/ISIR) informing the student and the school that the record needs to be reviewed because a change was made to the record that could affect the student s eligibility for Title IV aid. October 2013 ( ) The ISIR Guide 44

51 Postscreened ISIR transactions meet the criteria of a pushed ISIR and are automatically returned to the school, even if the school did not request the ISIR. Postscreening Reason s are included in the top section of the Financial Aid History page. If the transaction is systemgenerated because of postscreening, a numeric value appears in this field. Values 01 through 25 correspond to the situations described previously, and a code of 99 is used for any other data changes that generate the transaction. Schools must act on the updated information they receive regarding a change in a student s eligibility for Title IV aid and must ensure that a student remains eligible for payment; otherwise, the school is liable for improperly disbursed funds. TEAH Grant Loan onversion Flag The TEAH Grant Loan onversion Flag at the top of the Financial Aid History page displays the value Y for Yes or N for No. Note: The status changes reported on a ISIR may affect eligibility for payments to the student during the award year. If the school has disbursed funds to a student who is found ineligible, the school must contact the student to arrange for repayment. If the student has received a Federal Family Education Loan (FFEL), the school must notify the lender. If the student has received a Federal Direct Loan, the school must notify the appropriate Federal Loan Servicer. Unusual Enrollment History Flag This field reports the result of edits performed by NSLDS to identify records with unusual enrollment history. The following values may appear in the Unusual Enrollment History Flag field: ISIR Value and Value Printed on ISIR Description 1 For Federal Student Aid use only 2 Possible enrollment pattern problem, school may need to resolve 3 Questionable enrollment pattern, school must resolve N Blank Enrollment pattern not unusual, no school action required Record not sent for match October 2013 ( ) The ISIR Guide 45

52 Overpayment Flags The following values appear in the Overpayment Flag fields for AG, Pell Grant, FSEOG, Perkins, National SMART Grant, TEAH Grant, and Iraq and Afghanistan Service Grant that appear on the ISIR: ISIR Value and Value Printed on ISIR D N S F W Y Description Deferred N/A Satisfactory Payment Arrangements Fraud Waived Overpayment exists ontact The ontact field for each Overpayment Flag displays a school code (OPEID) or ED Debt ollection Service Region code. N/A is displayed when no overpayment exists, and Access NSLDS is displayed when the ISIR ontact Value equals Y, because more than one overpayment exists for a specific aid type. NSLDS Pell Lifetime Eligibility Used The Pell Lifetime Eligibility Used field provides the percentage of the total Pell Grant eligibility used by the applicant. This percentage prints on the ISIR in the format %. NSLDS Pell Lifetime Limit Flag The Pell Lifetime Limit Flag identifies whether an applicant is close to or exceeding his or her total Pell Grant eligibility limit. Valid values are: ISIR Value and Value Printed on ISIR E H N Blank Description lose to Pell limit Met or Exceeded Pell limit High Pell percent No problem Record not sent for match October 2013 ( ) The ISIR Guide 46

53 For additional discussion of NSLDS information and applicable school requirements, see the following documents: Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility, hapter 3 NSLDS Financial Aid History, located at: ifap.ed.gov. Dear olleague Letter GEN-96-13, located at: ifap.ed.gov/dpcletters/doc0501_bodyoftext.htm Dear olleague Letter GEN-98-6, located at: ifap.ed.gov/dpcletters/doc0350_bodyoftext.htm Dear olleague Letter GEN-03-12, located at: ifap.ed.gov/dpcletters/gen0312.html urrent and Archived NSLDS Newsletters, located at: ifap.ed.gov/ifap/bynsldstype.jsp?type=nslds%20newsletters Subsidized Usage Limit Applies Flag New for : The Subsidized Usage Limit Applies Flag identifies applicant records that are being tracked based on the new regulation limiting the maximum period of time (measured in academic years) that a student can receive Direct Subsidized Loans to 150% of the published program length of the program in which the applicant is currently enrolled. This flag displays the value Y for Yes or N for No. When this flag is set to Y, comment code 267 prints on the ISIR. Subsidized Loan Eligibility Used New for : The Subsidized Loan Eligibility Used field provides the total time during which the student has received Direct Subsidized Loans as of the date of the ISIR. The total does not include the total time during which the student has received Direct Subsidized Loans while enrolled in a non-credential teacher certification program. In general, applicants may not receive Direct Subsidized Loans for more than 150% of the published length of the program in which they are currently enrolled. This field contains numeric six-digit values, 000v000 to 999v999, where v is an implied decimal and is excluded from the output. Aggregate Amounts for FFEL/Direct Loans, TEAH Loan, and Perkins Loan Section This section includes information on subsidized, unsubsidized, unallocated portions of consolidated loans, and TEAH Loans (TEAH Grant converted to a loan). The combined amount reflects the total amount the student has borrowed in subsidized and unsubsidized loans. The combined amount does not include any unallocated amounts, as that portion cannot be attributed to either loan type. Schools are not required to research unallocated dollars to determine their effect on a student s aggregate loan eligibility. NSLDS continues to calculate and send PS the outstanding principal balance and total amounts of the unallocated portion of a onsolidation Loan. Separately, NSLDS calculates and reports the TEAH Loan (Direct Unsubsidized) outstanding principal balance and total amounts. October 2013 ( ) The ISIR Guide 47

54 NSLDS does not maintain the onsolidation Loan s outstanding principal balance or total amounts. Instead, NSLDS has developed an algorithm to determine the breakdown of a onsolidation Loan (FFEL and Direct Loan) and then allocates it appropriately in the subsidized, unsubsidized, combined, and unallocated aggregate amounts. For purposes of calculating aggregates for prescreening and postscreening, NSLDS assumes that the total outstanding balance of a onsolidation Loan consists of the same ratio of subsidized and unsubsidized loans as the sum of the disbursed amounts on the original underlying loans. The remaining portion that cannot be attributed to either the subsidized or the unsubsidized loans is applied to the unallocated amounts. If NSLDS cannot identify the underlying loans for a onsolidation Loan, NSLDS counts the entire onsolidation Loan in the subsidized aggregate balance. The outstanding principal balance and current year loan amount for Perkins loans are included in this section. For all FFEL and Direct Loans in an out-of-school status or cases where the loan period end date plus 90 days has passed, the aggregate outstanding principal balance amount is determined by comparing the net loan amount, disbursed amount, and outstanding principal balance after subtracting capitalized interest. If all three of these are greater than zero, the one with the lowest value is used. Zero is not used if any one of these fields is equal to zero; instead, the lesser of the other two values is used. The net loan amount is the amount of the loan less cancellations and refunds. For FFEL and Direct Loans in an in-school or in-grace status when the corresponding loan status date is within 90 days after the loan end period date, the aggregate outstanding principal balance amount is determined as follows: If either outstanding principal balance or disbursed amount is greater than zero, use the one with greater value, but do not exceed the net loan amount. If both are equal to zero, use zero. These are usually loans guaranteed or approved but not disbursed. For non-consolidated Direct Loans in an in-school status when the corresponding loan status date is within 90 days after the loan end period date, pending disbursements are calculated by subtracting the total disbursed amount from the net loan amount. For non-consolidated FFEL loans in an in-school status when the corresponding loan status date is within 90 days after the loan end period date, pending disbursements are calculated by subtracting the aggregate outstanding principal balance from the net loan amount. Pending disbursements are not calculated for any Direct Loan or FFEL loan in an out-of-school status or after the loan period end date plus 90 days has passed. The ISIR provides cumulative undergraduate and graduate FFEL/Direct Loans aggregate loan totals; however, this information is separated into corresponding undergraduate and graduate portions and dynamically displayed on the Loan History section of the NSLDS Professional Access Web site, located at nsldsfap.ed.gov. This makes it easy for an FAA to determine aggregate loan amounts and limits grouped by graduate and undergraduate academic levels. October 2013 ( ) The ISIR Guide 48

55 Pell Payment Data Section Pell Grant data shows current award year ( ) school payment information as reported to NSLDS from the OD System. Information for up to three Pell Grants is printed on the ISIR. This information includes the following: (Attending) School Transaction Number Scheduled Award Amount Award Amount Disbursed Amount (Amount Paid to Date) Additional Eligibility Indicator Percent Scheduled Award Used by Award Year As Of (Last Update Date) Pell Verification Flag EF A message instructing the school to Access NSLDS for additional Pell Data appears when the student has more than three Pell records for the award year. Academic ompetitiveness Grant (AG) Data Section AG program s funding ended after the school year, so any information reported in this field is from prior years. NSLDS determines which three most relevant AGs to include based on: Grants with the highest year in school; and Most recent reported grant data from the OD System This information includes the following: (Attending) School Transaction Number Scheduled Award Amount Award Amount Disbursed Amount (Amount Paid to Date) Percent Eligibility Used by Scheduled Award Total Percent Eligibility Used by Academic Year Level Award Year As Of (Last Update Date) October 2013 ( ) The ISIR Guide 49

56 Academic Year Level Eligibility High School Program AG Sequence A message instructing the school to Access NSLDS for additional AG Data appears when the student has more than three AG records. National Science and Mathematics Access to Retain Talent Grant (National SMART Grant) Data Section National SMART Grant program s funding ended after the school year, so any information reported in this field is from prior years. National SMART Grant data shows school payment information as reported to the OD System. NSLDS determines which three most relevant National SMART Grants to include based on: Grants with the highest year in school; and Most recent reported grant data from the OD System This information includes the following: (Attending) School Transaction Number Scheduled Award Amount Award Amount Disbursed Amount (Amount Paid to Date) Percent Eligibility Used by Scheduled Award Total Percent Eligibility Used by Academic Year Level Award Year As Of (Last Update Date) Academic Year Level lassification of Instructional Programs (IP) National SMART Grant Sequence A message instructing the school to Access NSLDS for additional National SMART Data appears when the student has more than three National SMART Grant records. October 2013 ( ) The ISIR Guide 50

57 Teacher Education Assistance for ollege and Higher Education (TEAH Grant) Data Section TEAH Grant data shows school payment information as reported by schools to the OD System and transmitted to NSLDS by a Federal Loan Servicer. This section provides aggregate disbursement amounts for undergraduate/post baccalaureate TEAH Grants and graduate TEAH Grants. Information for up to three TEAH Grant awards is printed on the ISIR from the current and prior award years. NSLDS determines which three most relevant TEAH Grants to include based on: Grants with the highest year in school; and Most recent reported grant data from the OD System. This information includes the following: (Attending) School Transaction Number Scheduled Award Amount Award Amount Disbursed Amount (Amount Paid to Date) Award Year As of (Last Update Date) Academic Year Level Loan onversion Flag TEAH Grant Sequence A message instructing the school to Access NSLDS for additional TEAH Data appears when the student has more than three TEAH Grant records. Loan Detail Section Title IV loans are reported to NSLDS by guaranty agencies (GAs) and Federal Loan Servicers. Information for up to six loans is printed on the ISIR from the current and prior award years. NSLDS determines which six most relevant loans to include. The information appearing for each loan in the Loan Detail section is as follows: Description of Loan Program Type If a # symbol appears to the left of the label, the loan information has changed. Net Loan Amount Loan Begin Date Loan End Date GA School Grade Level October 2013 ( ) The ISIR Guide 51

58 ontact ontact Type Additional Unsubsidized Loans Flag Loan Type (Recent, Discharged, Defaulted, or Fraud) apitalized Interest (appears as YES or NO) Date of Last Disbursement Amount of Last Disbursement urrent Loan Status As of urrent Loan Status Date Outstanding Principal Balance As of Outstanding Principal Balance Date If no information is present to report, N/A is displayed. Note: For a Direct Loan, when an additional unsubsidized loan has been awarded, one of the following reason codes appears: ISIR Value Value Printed on ISIR Description P PLUS PLUS Loan denial H Health Prof Health Profession Loan B Both Both N Neither Neither When an additional unsubsidized loan has been awarded due to a PLUS loan denial for a FFEL unsubsidized loan, the reason displayed is PLUS. NSLDS derives this value when the PLUS Denial conditions are met. Direct Loan Servicing provides NSLDS with these PLUS Denial and Health Profession codes after origination. NSLDS monitors undergraduate and graduate aggregate loan levels for students who have undergraduate and graduate loans and flags them according to the appropriate academic loan limits. NSLDS calculates the aggregate levels based on academic levels of loans reported to NSLDS by the data providers rather than the self-reported grade level from the applicant on the FAFSA. When consolidation loans are reported to NSLDS, lenders often need some time to report underlying loans as paid in full through consolidation. NSLDS considers the age of the consolidation loans when calculating aggregate Outstanding Principal Balances. NSLDS does not calculate an Aggregate Outstanding Principal Balance if: The consolidation loan (FFEL and Direct Loan) date is within 60 days of the current date and All the underlying loans have an open loan status code and are not one of the following Loan Status s: P, PN, DN, PF, or DP. See Appendix of this guide for code values. October 2013 ( ) The ISIR Guide 52

59 This procedure should decrease the occurrences of double counting and inflated aggregate amounts that may have contributed to exceeding the aggregate loan limits. An underlying loan is a loan associated with a consolidated loan with Loan Status P, PN, DN, PF, or DP, and the Loan Status Date of the underlying loan is within 210 days (before or after) of the consolidated loan date. See Appendix of this guide for code values. Additionally, FFEL onsolidation Loans and Direct onsolidation Loans factor out the Perkins and/or PLUS underlying loans from the unallocated amount. The Loan Detail section continues to display up to six loans (including Perkins loans). The sort and display order of the loans is determined by current loan status and categorized into different groups: Group 1 includes loans in a deceased status, making the student ineligible for aid. Group 2 includes loans in a defaulted or fraud status, making the student ineligible for aid. Group 3 includes loans where a school may have to take action; this includes loans in an abandoned, disability, active bankruptcy, or temporary uninsured status. Group 4 are loans in an open status not included in groups 2 and 3. Group 5 includes closed loans (those not included in groups 1, 2, 3, and 4). Group 1 consists of loan statuses for deceased borrowers, DD (defaulted, then loan holder died) and DE (loan holder died). This category ensures that FAAs are notified of these loan statuses, because SARs for applicants with one or more Loan Status s DD or DE are not distributed. Within each group, the sort order is determined by descending Loan Begin Date with the highest outstanding principal balance sorted first for loans with the same loan begin date. Loans selected are from group 1 first, group 2 second, and followed by those in groups 3 and 4. Loan Status s and their groupings are identified in Appendix. If more than six loans are in the NSLDS database, a message to Access NSLDS for additional information is printed on the output. The NSLDS Professional Access Web site, located at nsldsfap.ed.gov, displays this loan information. A contact type is included for each loan. The contents of the ontact Type field are: ISIR Value and Value Printed on ISIR SH LEN EDR GA LNS DDP RDS N/A Description School Lender ED Region Guaranty Agency/Federal Loan Servicer Lender Servicer Disability Data Provider U.S. Department of Education Not applicable October 2013 ( ) The ISIR Guide 53

60 Master Promissory Note/Loan Limit Information Section Direct Loan Subsidized and Unsubsidized MPN Direct Loan PLUS MPN Direct Loan Graduate PLUS MPN Master Promissory Note (MPN) Information is located at the end of the Loan Detail section. The Direct Loan Subsidized/Unsubsidized MPN field identifies whether a student has an MPN for Subsidized and Unsubsidized Direct Loans on file at the OD System. The Direct Loan PLUS MPN identifies if an MPN for a PLUS loan is on file at the OD System. The Direct Loan Graduate/Professional PLUS loan s MPN information is provided by the Direct Loan Servicer if an MPN is on file at the OD System. Each MPN indicator identifies the MPN status as listed in the table on the next page. ISIR Value Blank A E I N Value Printed on the ISIR No data from NSLDS Active MPN All MPNs losed Inactive due to the linking of a PLUS Loan with an endorser All MPNs Inactive No MPN on File Undergraduate Subsidized Loan Limit Flag Undergraduate ombined Loan Limit Flag Graduate Subsidized Loan Limit Flag Graduate ombined Loan Limit Flag The following four loan limit flags are printed at the end of the MPN/Loan Limit Information section and indicate the condition of the borrower s loan limits: Undergraduate Subsidized Loan Limit Flag Undergraduate ombined Loan Limit Flag Graduate Subsidized Loan Limit Flag Graduate ombined Loan Limit Flag October 2013 ( ) The ISIR Guide 54

61 codes are generated based on the value of these four flags. Because the NSLDS Professional Access Web site displays the undergraduate and graduate portions separately, FAAs can use it to aid in researching the loan limit flags received on the ISIR. The valid flag values for loan limit flags are as follows: ISIR Value Blank E N Value Printed on the ISIR Blank lose to or equal to limit Exceeded limit Not near limit October 2013 ( ) The ISIR Guide 55

62 Additional ISIR Data In addition to the information described above that is printed on the paper ISIR, we explain below several important ISIR fields that are not printed on the EDExpress ISIR: DRN The student s Data Release Number (DRN) is not printed on the ISIR and is not part of the ISIR file. The DRN is printed only on the student s SAR and the Web confirmation pages for FAFSAs, pre-filled FAFSAs, corrections, and electronic signatures. The DRN appears immediately after the confirmation number. See Appendix D for more information about the DRN. IRS Data Field Flags Four IRS Data Field Flags indicate if the data in the field was retrieved from the IRS and if that data was changed. These fields, provided for system developers, are used for system editing and do not print on the ISIR. The fields are: IRS Student Adjusted Gross Income (AGI) Data Field Flag (ISIR position 1156) IRS Student Federal Income Tax (FIT) Data Field Flag (ISIR position 1157) IRS Parent AGI Data Field Flag (ISIR position 1158) IRS Parent FIT Data Field Flag (ISIR position 1159) Value Meaning 0 IRS data not transferred (default value) 1 IRS data was transferred and not changed by user 2 IRS data was transferred and changed by user to a different value 3 IRS Request flag is equal to 02, 03, or 04, and field has been corrected on this transaction 4 IRS Request flag is equal to 02, 03, or 04, and field has been corrected on a previous transaction October 2013 ( ) The ISIR Guide 56

63 Signature EF The Signature EF is an EF value calculated for records that have only signature rejects and no other reject reasons. One or more of the following rejects can be displayed on the student s record: 14 (missing student signature on paper FAFSA or SAR) 15 (missing parent signature on FAFSA or SAR) 16 (missing student signature on Web application) The EF is not printed on the ISIR from EDExpress, SAR, or esar and does not appear in FAA Access. Appropriate signatures must be processed, as usual, before award disbursements can be made. This information benefits students who are trying to meet state deadlines that require the EF to be calculated by a certain date. This value is found on the ISIR in positions 1594 to Field orrection Flags The ISIR contains a orrection Flag for each field on the FAFSA/SAR. These flags are found in positions 2104 through 2298 on the ISIR. The values for this field are as follows: Value Meaning Symbol Printed on ISIR 0 Field was not previously corrected 1 Field was corrected on the current transaction (i.e., changed to another value; correction from blank to zero is not considered a correction) 2 Field was corrected on a previous transaction (i.e., changed to another value; correction from blank to zero is not considered a correction) EDExpress does not actually print the data in this field. EDExpress uses the values in this field to print the character # (pound symbol) on the ISIR to the right of the field variable that was corrected on the most current transaction and to print the (at symbol) to the right of the field variable that was corrected on a previous transaction. orrection flags are cumulative (i.e., the flag is included on all subsequent transactions). October 2013 ( ) The ISIR Guide 57

64 FAFSA Data Verify Flags FAFSA Data Verify Flags are found on the ISIR (positions 2524 through 2718). Each FAFSA Data Verify Flag byte corresponds to a specific SAR field and indicates fields corrected to the same value on the transaction being corrected. Value Meaning 0 Field was not corrected to the same value 1 Field was verified as containing the same data as the transaction being corrected 2 PS has asked that the field be verified EDExpress does not print these flags on the ISIR. These flags can be found on the ISIR record layout. They were added at the request of third-party servicers to assist them when performing correction edits. October 2013 ( ) The ISIR Guide 58

65 orrections and Updates Overview The initial steps in the application process are sending a student s application information to the PS and receiving that student s processed application data back from the system. One of three types of documents is sent to the applicant as a result of an application: Notification of SAR Processing SAR SAR Acknowledgement For more information on the types of documents sent to a student and the situations in which they are sent, see Appendix D of this guide. When data must be updated (under the limited circumstances allowed by regulation) or corrected, additional steps are required. FAAs and students can correct application data. Different processes are used for updating records depending on who is correcting the record and the type of document used to make the correction. October 2013 ( ) The ISIR Guide 59

66 FAAs Making orrections FAAs can make corrections to students records using FAA Access, third-party software, or their own mainframe systems. FAA Access to PS Online In FAA Access, changes (corrections or updates) can be made to any student s record by an FAA, regardless of whether the application originally entered the system in paper or electronic format. Both updates and corrections are referred to as correction transactions. The electronic correction process requires that the school that inputs the new information maintain signed correction documentation. Documentation can consist of a paper SAR or other documents, such as tax returns, a verification worksheet, or a change-of-address form. The FAA enters the changes on the FAA Access correction entry screen, submits the changes to the PS, and receives an ISIR containing the new processed data. In this electronic input situation, the student receives an Notification of SAR Processing if he or she provided an address with valid syntax and has an SSN Match Flag of 4 (SSN, name, and date of birth match). Otherwise, a SAR Acknowledgement is sent. The school receives an electronic ISIR. Mainframe System FAAs can use their own systems to make changes or updates to any student s record, regardless of whether it originally entered the system as a paper or an electronic application. Using a mainframe system or third-party software, FAAs can submit electronic corrections to the PS using the SAIG. As with FAA Access, the school must maintain signed correction documentation. In this electronic input situation, the student receives an Notification of SAR Processing if he or she provided an address with valid syntax and has an SSN Match Flag of 4. Otherwise, a SAR Acknowledgement is sent. The school receives an electronic ISIR. For more information on supporting a mainframe system, see the Electronic Data Exchange (EDE) Technical Reference, which provides sufficient programmer specifications and information to design or build your own system or software or the Application Processing System Specifications for Software Developers. Both documents are posted on the IFAP and FSAdownload Web sites. October 2013 ( ) The ISIR Guide 60

67 Students Making orrections A student can make corrections to his or her application data using paper output documents or using FAFSA on the Web. The options for a student to make a correction depend on the document the student received after the application or subsequent transaction was processed. In most cases, a student receives one of the following output documents. The exception is for a student who submits corrections that are processed in real time through FAFSA on the Web; this student will have the option to view and print the esar after he or she clicks the Exit button on the confirmation page to return to the My FAFSA page. Notification of SAR Processing The Notification of SAR Processing is designed to notify the student of application and eligibility status more quickly than either the paper SAR or the SAR Acknowledgement. The includes a link to the student s processed SAR information online and enables the student to print the online SAR document as often as needed. In addition, the student can correct or confirm the applicant data, as needed. To complete corrections to the application data, the student must sign with a PIN. If the student is dependent and is changing parental data, a parent must also sign. Students with undeliverable addresses and those whose Notifications of SAR Processing have been returned to the U.S. Department of Education are sent paper SARs or SAR Acknowledgements. SAR Acknowledgement The SAR Acknowledgement is designed to notify the student of application and eligibility status and is mailed when an applicant has completed an electronic application or correction and has an SSN Match Flag of 4 (SSN, name, and date of birth match) and no missing signatures ( Reasons are not 15 or 16), but a valid address was not provided If corrections are needed, the student uses FAFSA on the Web, contacts the school to submit the corrections through FAA Access or a mainframe system, or calls the Federal Student Aid Information enter (FSAI) to request a duplicate SAR and use it to mail corrections or updates to the FAFSA processor. SAR The SAR is designed to serve two basic purposes: to notify the student of application and eligibility status and to provide a means for correcting or confirming applicant data. The SAR is a vehicle for corrections for students who filed on paper and do not have a valid e- mail address. Additionally, a paper SAR is mailed when an applicant does not have an SSN Match Flag of 4 (SSN, name, and date of birth match), or when an application is missing signatures and a valid address was not provided. A student can correct or update his or her application information on the SAR and mail it to the FAFSA processor for data entry. After the FAA or student makes corrections and the changes are processed, the student receives a new Notification of SAR Processing, SAR Acknowledgement, or SAR. In all cases, an ISIR is generated for the school. October 2013 ( ) The ISIR Guide 61

68 orrections As described in the previous section, for each non-real-time transaction processed at the PS, an output document is sent to the applicant: a paper SAR, a SAR Acknowledgement, or an Notification of SAR Processing with information for accessing SAR data on the Web. An applicant who submits corrections using FAFSA on the Web that are processed in real time is presented with a link to his or her esar after clicking the Exit button on the confirmation page. This section describes the paper SAR. Additional information on the paper SAR, including changes for , can be found in Appendix D. Boxes with the question number and a shortened question description that corresponds to a question on the FAFSA appear on the SAR. These question boxes contain the student s response to the question. Next to or below the question box are boxes or ovals that resemble the answer fields on the FAFSA where the student can indicate or write in a corrected answer, if necessary. Items that are highlighted (printed in bold type) require special attention. Highlighting indicates the PS identified the responses as questionable or inconsistent with other answers. The PS may assume answers to certain questions by comparing them with other information on the application. Answers might be assumed when the question was left blank, or a positive number might be assumed when the answer to an income question was given as a negative number. When the PS assumes an answer, both the value reported by the applicant and the assumed values are printed on the SAR. The word ASSUMED appears in parentheses with the assumed value. Assumed values are used by the PS in performing the EF calculation and should be reviewed carefully. If the assumed values are correct, the student does not need to change them on the SAR. The student can correct other items if necessary, whether or not they are highlighted. If the record has been rejected, an arrow points to the response field for the questioned item. This indicates that the student must provide a new answer because the original response was blank or illegible, and the item is necessary to perform an EF calculation. The student can also correct other items if necessary, even if they are not highlighted. Instructions to the student at the top of the SAR explain the meaning of the arrows and the proper way to fill in an oval or to correct, confirm, or delete an answer. To confirm a previously reported answer, the student must rewrite the same value in the answer fields and return the SAR. October 2013 ( ) The ISIR Guide 62

69 Parent Information for Independent Students The SARs for dependent and independent students contain the same sections and numbered items as the FAFSA. Parent information is printed in the parent section for an independent student if the student provided it on the FAFSA, although the EF calculation does not include parental data. Students in certain health profession programs are advised that they may have to provide parental data because the data is required by many health profession schools to award Title VII aid. Parental data provided by independent students is not subject to any edits, but the data appears on the SAR and ISIR and is carried forward on all transactions. Parental data is required for dependent students and is edited and used in the EF calculation. October 2013 ( ) The ISIR Guide 63

70 Signatures SAR orrections A message in the lower portion of the last page of the SAR shows the address where SAR corrections should be mailed. In the lower left corner of the same page, the student is asked to certify that any corrections made on the SAR are accurate and complete. The student must sign this statement if he or she chooses to submit the corrections on paper. If the student is dependent and is changing parental data, one parent must also sign. The student can also make corrections using FAFSA on the Web, located at fafsa.gov. A PIN is needed to access the correction data. When corrections are made using the Web, a parent needs to sign or supply his or her PIN only if the parental data is changed. The student must supply his or her PIN. PINs The PIN simplifies and expedites processing for any applicant and his or her parent. A PIN can be issued in real time from the PIN Web site or FAFSA on the Web, enabling an applicant and his or her parent to immediately sign a FAFSA. Students and parents can create their own PINs, request that Federal Student Aid generate a PIN for them that is displayed on the screen in real time, or request that the PIN be ed in real time. The PIN is issued in real time so that the student or parent can immediately use it to electronically sign the application. See The Federal Student Aid PIN for Students and Parents in the Processing Flow section earlier in this guide for more information. Signature s The Signature EF field is calculated for records that have only one or more of the three signature rejects described on the following pages. Note: The Signature EF is included in the ISIR file but is not printed on the ISIR from EDExpress, SAR, or esar and does not appear in FAA Access or Student Inquiry. Appropriate signatures must be processed as usual before award disbursements can be made. This information benefits students who are trying to meet state deadlines that require the EF to be calculated by a certain date. October 2013 ( ) The ISIR Guide 64

71 16 Missing Student Signature from a FAFSA on the Phone or Web Application 16 is generated and sent in an Notification of SAR Processing or on a paper SAR to a student who submitted an application by calling FSAI to submit a FAFSA on the Phone or submitted an application through FAFSA on the Web or Spanish FAFSA on the Web but did not provide a PIN or follow up with a signed Signature/ertification page. 16 is also generated if the Signature/ertification page sent by the applicant was incomplete and could not be processed. If the application record indicates that a Signature/ertification page was printed, the PS holds the transmission for up to 14 calendar days pending receipt of the page. If the Signature/ertification page is not received in 14 calendar days, the PS processes the record and mails a SAR with a 16 code. If the application record indicates that a Signature/ertification page was not printed, the PS immediately processes the record and mails a SAR with a 16 code. Note: 16 may appear with other rejects or highlighted data requiring correction or verification. A 16 SAR does not have a calculated EF and contains the full ertification Statement that appears on the FAFSA. 15 Missing Parent Signature on FAFSA or SAR 15 is generated and sent in an Notification of SAR Processing or on a paper SAR to a dependent student who submitted a paper FAFSA or SAR without a parent signature. 15 is also generated if a dependent student files a FAFSA or renewal application on FAFSA on the Web and signs with a PIN but does not provide a parent signature or PIN. To resolve a 15 code, the PS requires at least one parental signature for dependent students. The parent can use his or her PIN to sign electronically using FAFSA on the Web; sign and mail the Signature/ertification statement on the paper SAR; or contact the school s FAA, who can submit the signature data electronically through the FAA Access to PS Online Web site. When a parent signs his or her dependent child s application or correction record with a PIN, other corrections can be made simultaneously; however, both the dependent student and one of the student s parents must use their PINs to sign an application or correction, or the transaction will result in a 15. If a printer is available, a dependent student can also print the Signature/ertification page, obtain a parent s signature, and mail it to the processor. The transmitted application is held up to 14 calendar days pending receipt of the page. If the Signature/ertification page is not received in 14 calendar days, the PS processes the record and sends an Notification of SAR Processing or a paper SAR with a 15 code. If the application record indicates that a Signature/ertification page was not printed, the PS processes the record and mails a SAR with a 15 code or sends the Notification of SAR Processing. October 2013 ( ) The ISIR Guide 65

72 If neither parent of a dependent student has a PIN nor has a printer to print the Signature/ ertification page, the student s school can obtain the necessary documentation and submit the parent signature using FAA Access. Note: 15 may appear with other rejects or highlighted data requiring correction or verification. A 15 SAR does not have a calculated EF and contains the full ertification Statement that appears on the FAFSA. 14 Missing Student Signature on Paper FAFSA or SAR 14 is generated when a student submits a paper FAFSA or SAR without a student signature or if the FAFSA or correction was signed before January 1, 2014 and sent to the FAFSA processor after the January 1, 2014 system startup date. To correct a SAR with 14, the student must sign and return the paper SAR to the FAFSA processor address indicated on the form. The student can also make other corrections to the 14 SAR simultaneously, if necessary. By signing and returning the certification statement along with the application data, the student completes the application process. A student who has an active PIN can also sign his or her record electronically on the Web and make other corrections using FAFSA on the Web. Alternatively, schools can obtain the necessary documentation from the student and submit his or her signature using the FAA Access to PS Online Web site. Note: 14 may appear with other rejects or highlighted data requiring correction or verification. A 14 SAR does not have a calculated EF and contains the full ertification Statement that appears on the FAFSA. October 2013 ( ) The ISIR Guide 66

73 School orrections A student can correct the school codes listed on his or her record in several ways. A school code can be added, removed, or replaced using FAFSA on the Web, FAA Access, or the SAR. Note: The FAFSA contains space for up to four school codes and housing plans, while FAFSA on the Web applications and corrections can contain up to ten school codes. All ten schools are included in the ISIR file but, due to space constraints, only the first four schools are printed on the SAR and only the first six schools are printed on the ISIR from EDExpress. You can view all schools on the student s record using FAA Access. On the SAR, the student can correct any of the four school code fields and the new code is added in the position in which it was entered on the SAR. If the student chooses a position that has a school code in it, the previous code is replaced by the new school code. The school with the code that was removed does not receive ISIRs for the student. The same results occur if the school correction is made using FAA Access, FAFSA on the Web, or if the student makes the request over the telephone through FSAI. However, all ten school code fields can be corrected, and, if the correction is made using FAA Access, the processing system does not process a change that removes the school that transmitted the correction from the student s record. To prevent schools from viewing or receiving transactions that contain a professional judgment by another school, students and FAAs are not permitted to add a new school code to a transaction that contains a professional judgment flag. The student or FAA must choose a transaction on which a professional judgment has not been performed to make the correction. This does not apply to transactions that result from dependency overrides. October 2013 ( ) The ISIR Guide 67

74 Getting Help ustomer Service FSATEH Listserv FSATEH is an listserv for technical questions about Federal Student Aid systems, software, and mainframe products. For more information on subscribing to FSATEH, go to ed.gov/offices/osfap/services/fsatechsubscribe.html. PS/SAIG Technical Support Federal Student Aid maintains this call center to address questions about PS processing, EDExpress and EDconnect software, SAIG enrollment, and data transmissions and to collect system enhancement suggestions. 800/ ; 319/ ; (TDD/TTY 800/ ) Representatives are available Monday through Friday, 8 a.m. to 8 p.m. Eastern Time (ET). [email protected] October 2013 ( ) The ISIR Guide 68

75 Federal Student Aid Information enter (FSAI) The Federal Student Aid Information enter (FSAI) serves the public with information about the federal student aid application process. FSAI customer service representative support is provided in English and Spanish. ustomers include students, parents, and FAAs seeking general information about federal grant and loan programs and assistance with the FAFSA (paper and FAFSA on the Web versions, including Federal Student Aid PIN assistance) and student aid processing timeframes. Types of FSAI assistance include: FAFSA status checks, completion of FAFSA and FAFSA corrections, requests to change addresses and Federal School s on the FAFSA, duplicate SAR requests, identification of holders of existing student loans (including contact information), Federal Student Aid publication fulfillment, and assisting the student with NSLDS s loan and TEAH Grant exit counseling sessions. 800/4-FED-AID (800/ ); 319/ ; or TDD/TTY 800/ Representatives are available Monday through Friday and on certain Saturdays and Sundays during peak processing as defined in the table below. FSAI is closed on federal holidays with the following exceptions: New Year s Day, open from 9 a.m. to 6 p.m. (ET) Martin Luther King Jr. s Birthday, open from 8 a.m. to 11 p.m. (ET) Washington s Birthday, open from 8 a.m. to 11 p.m. (ET) FSAI is also closed the day after Thanksgiving and December 24. Month Weekday Hours (ET) Saturday Hours (ET) Sunday Hours (ET) January 8 a.m. to 11 p.m. 8 a.m. to 5 p.m. 12 p.m. to 6 p.m. Second 2 weeks February 8 a.m. to 11 p.m. 8 a.m. to 5 p.m. 12 p.m. to 6 p.m. March 8 a.m. to 11 p.m. 8 a.m. to 5 p.m. First 2 weeks None April 8 a.m. to 10 p.m. None None May 8 a.m. to 10 p.m. None None June 8 a.m. to 11 p.m. 8 a.m. to 5 p.m. Second 2 weeks None July 8 a.m. to 11 p.m. 8 a.m. to 5 p.m. 12 p.m. to 6 p.m. August 8 a.m. to 11 p.m. 8 a.m. to 5 p.m. 12 p.m. to 6 p.m. September 8 a.m. to 10 p.m. 8 a.m. to 5 p.m. First 2 weeks None October 8 a.m. to 10 p.m. None None November 8 a.m. to 10 p.m. None None December 8 a.m. to 10 p.m. None None October 2013 ( ) The ISIR Guide 69

76 Federal Student Aid s Research and ustomer are enter (R) This call center provides information about and assistance with Title IV policy, regulations, application processing questions, and contacting other Federal Student Aid staff. ontact them at: 800/ Representatives are available Monday through Friday, 9 a.m. to 5 p.m. ET. address: [email protected] October 2013 ( ) The ISIR Guide 70

77 APPENDIX A REJET ODES AND REJET REASONS Reason s reason codes can be either alphabetic or numeric. Some reject reasons are verifiable that is, the student can confirm the questionable data by re-entering the same value or correcting it to a different value. Other reject reasons are not verifiable; the questioned data must be changed or provided. In all reject situations, the questioned information is highlighted on the SAR and an EF is not calculated. A confirmation overrides a PS edit. For example, if a student reports an exceptionally large number of family members (such as 20), the student s application receives a W. The student can confirm the information by correcting the item to the same value, and W is not triggered again. However, if instead of confirming that 20 family members is correct, the student changes 20 to 21, the corrected data is subject to the same edits and will receive W again. In FAA Access, an FAA can override some verifiable rejects before transmitting the student s data to the PS if the FAA knows that the reported information is correct. When filing an application or making corrections using FAFSA on the Web, the student can also override the reject by confirming the information he or she has entered. As part of the annual changes, we incremented the year references in our edits that cause rejects A and B to be set on a record. October 2013 ( ) The ISIR Guide Appendix A A 1

78 s and How to Respond to Each codes, reasons, and their associated SAR comment codes are listed here. If a student is rejected for more than one reason, the reject codes appear in the FAA Information section in priority order. The resolution for a rejected SAR is the responsibility of the student, not the institution, and the SAR comment generated by the reject explains what action the student must take. New for : We added 23 and 24. See the descriptions for these rejects in the table that begins on the next page. October 2013 ( ) The ISIR Guide Appendix A A 2

79 Table of s and How to Respond to Each Reason Action *A Date of birth year equals 1900 through *B Independent student and date of birth equals 09/01/98 or greater, and date of birth is not equal to or greater than current year. * Taxes paid is greater than zero and greater than or equal to a fixed percentage of the AGI, but not equal to or greater than AGI. (Parent or Independent Student) D Student s SSN match, but no name match E Parent 1 SSN match, but no name match F Parent 2 SSN match, but no name match *G Taxes Paid is greater than zero, and greater than or equal to a fixed percentage of the AGI, but not equal to or greater than AGI. (Dependent Student) *J Parent 1 SSN contains all zeroes and reported as a tax filer *K Parent 2 SSN contains all zeroes and reported as a tax filer onfirm (re-enter the same value) or correct the date of birth. onfirm (re-enter the same value) or correct the date of birth. onfirm (re-enter the same value) or correct taxes paid and adjusted gross income. onfirm (re-enter the same value) for student s first and last name. onfirm (re-enter the same value) for Parent 1 last name and first initial. onfirm (re-enter the same value) for Parent 2 last name and first initial. onfirm (re-enter the same value) or correct taxes paid and adjusted gross income. onfirm (re-enter the same value) for parent 1 SSN. onfirm (re-enter the same value) for parent 2 SSN. *N Missing first or last name orrect the student s last name or first name or confirm (re-enter the same value) a blank first or last name field if the student actually has only one name , , , **083, 388 **084, * These s are the same as the Override s. ** If s J and K are on the ISIR, comment codes 083 and 084 are suppressed and replaced with comment code 164, and comment codes 388 and 389 are suppressed and replaced with comment 391. October 2013 ( ) The ISIR Guide Appendix A A 3

80 Table of s and How to Respond to Each (continued) R S T Reason Action Student s SSN match, but no date of birth match Parent 1 SSN match, but no date of birth match Parent 2 SSN match, but no date of birth match *W Unusually high number of family members 1 The simplified needs test is not met, automatic zero EF flag is not set, asset threshold exceeded is Yes or blank on current transaction, and any asset data is blank * These s are the same as the Override s. onfirm (re-enter the same value) or correct the student s date of birth. onfirm (re-enter the same value) or correct parent 1 date of birth. onfirm (re-enter the same value) or correct parent 2 date of birth. If the student is dependent, confirm (reenter the same value) or correct Parents Number of Family Members. If the student is independent, confirm (re-enter the same value) or correct Student s Number of Family Members. For a dependent student, if the Student s Asset Threshold Exceed field equals Yes or blank on the current transaction, provide the following: Student s ash, Savings and hecking, Student s Real Estate/ Investment Net Worth, and Student s Business/ Investment Farm Net Worth. Also, if the Parents Asset Threshold Exceed field equals Yes or blank on current transaction, provide the following: Parents ash, Savings, and hecking, Parents Real Estate/ Investment Net Worth, and Parents Business/Investment Farm Net Worth. For an independent student, if the Student s Asset Threshold Exceed field equals Yes or blank on current transaction, provide the following: Student s ash, Savings and hecking, Student s Real Estate/ Investment Net Worth, and Student s Business/Investment Farm Net Worth , , , , 151 October 2013 ( ) The ISIR Guide Appendix A A 4

81 Table of s and How to Respond to Each (continued) Reason Action 2 Incomplete FAFSA If the student is dependent, provide parents taxed and untaxed income. 129, 130 *3 Student s taxes paid is greater than zero and equal to or greater than AGI. 4 Student s marital status date on the initial application is greater than the date the application was signed Or Student s marital status date on a correction transaction is greater than transaction receipt date. If the student is independent, provide student and spouse (if married) taxed and untaxed income. orrect student s taxes paid or AGI. 114, 152 If the student s marital status date is after the date the application was originally signed, correct the marital status to single. 5 Missing or invalid date of birth orrect the student s date of birth Parent 1 Social Security Number was not matched with the Social Security Administration 7 Parent 2 Social Security Number was not matched with the Social Security Administration orrect the SSN for the parent 1. Also review and correct the name and/or date of birth for parent 2 and/or parent 1 to achieve a full match for at least one parent. orrect the SSN for the parent 2. Also review and correct the name and/or date of birth for parent 2 and/or parent 1 to achieve a full match for at least one parent. 8 SSN match with Date of Death ontact the Social Security Administration to fix the error at SSA. Then re-enter name or date of birth and submit as a correction for an updated SSA Match. * These s are the same as the Override s , , , 140, 145 October 2013 ( ) The ISIR Guide Appendix A A 5

82 Table of s and How to Respond to Each (continued) Reason Action 9 Dependent student and one of SSN, last name, or date of birth is missing for both parents 10 Missing marital status and number of family members 11 Marital status inconsistent with reported incomes *12 Parents taxes paid is greater than zero and equal to or greater than AGI orrect the SSN, name, and/or date of birth for parent 2 and/or parent 1 to achieve a full match for at least one parent. If the student is dependent, review and correct Parents Marital Status and Parents Number of Family Members. If the student is independent, review and correct Student s Marital Status and Student s Number of Family Members. If the student is dependent, review and correct at least one of the following: either Parents Marital Status, or parent 1 Income From Work and parent 2 Income From Work. If the student is independent, review and correct at least one of the following: either Student s Marital Status or Student s Income Earned From Work and Spouse s Income Earned From Work. orrect parents taxes paid or AGI Missing name Provide the following: Student s last name and/or student s first name, or confirm a blank first or last name field if the student actually has only one name. 14 Missing student signature on paper FAFSA or SAR * These s are the same as the Override s. Signature correction must be made on a printed Student Aid Report certification page and resubmitted to the FAFSA Processor or can be corrected electronically. 049, , , October 2013 ( ) The ISIR Guide Appendix A A 6

83 Table of s and How to Respond to Each (continued) Reason Action 15 Missing parent signature on FAFSA or SAR 16 Missing student signature on Web application Signature correction must be made on a printed Student Aid Report certification page and resubmitted to the FAFSA Processor or can be corrected electronically. Signature correction must be made on a printed Student Aid Report certification page and resubmitted to the FAFSA Processor or can be corrected electronically , itizenship status left blank and SSA did not confirm citizenship status or applicant reported not a citizen or eligible noncitizen 18 SSN not verified on Social Security Administration s database 19 An EF cannot be calculated because the Department of Justice has placed a hold on the student * These s are the same as the Override s. Provide the citizenship status with the alien registration number if appropriate. orrect the Social Security Number. If the SSN is already correct, contact the Social Security Administration to fix the error in their records. Then re-enter SSN and submit as a correction for an updated SSA Match. Student needs to call to resolve comment October 2013 ( ) The ISIR Guide Appendix A A 7

84 Table of s and How to Respond to Each (continued) Reason Action *20 A non-tax filer is reporting an income that is above the IRS filing requirement If the student is dependent, review and correct the appropriate set of data from the following: Student s tax return completed status or student s income or Parents tax return completed status or income for the parent 1and parent , 131 *21 Student s corrected marital status date is greater than or equal to the application receipt date and less than or equal to the transaction receipt date. 23 An EF cannot be calculated because the Department of Education has placed an eligibility hold on the student 24 NSLDS Fraud Loan Flag is set indicating loan was obtained fraudulently * These s are the same as the Override s. If the student is independent, review and correct at least one of the following: student s tax return completed status or income for the student and spouse. If the student s marital status date is after the date the application was received, correct the marital status date and/or marital status. Student needs to call to resolve comment 281. Student needs to contact the lender and resolve issue to have the Fraud Loan Flag reset in NSLDS October 2013 ( ) The ISIR Guide Appendix A A 8

85 APPENDIX B DATABASE MATHES AND MATH FLAGS Overview Previously, this appendix included expanded charts showing match flags for all matches, the reasons associated with these match results, the SAR comment number that is triggered, and a determination as to if an action is required. This information was moved to the SAR s and Text guide into a reformatted table so that all comment information is in one document. At the end of the SAR s and Text guide, we provide simplified tables that cross-reference match flag results with the rejects, flag, and comment numbers. The SAR s and Text guide is posted on the IFAP and FSAdownload Web sites in early November. October 2013 ( ) The ISIR Guide Appendix B B 1

86 APPENDIX - LOAN STATUS ODES AND ELIGIBILITY HARTS Overview Appendix describes the loan status codes, federal loan servicer loan servicing codes, federal loan servicers, FFELP-only servicer codes, guaranty agency codes, FFELP lenders, and contact information and fields associated with loan status. The Loan Status s table on the following pages contains a column titled Group (ISIR sort order). This column describes the order that these loans are sorted and displayed on the ISIR with regard to their current loan status, categorized in the following groups: Group 1 includes loans in deceased status, making the student ineligible for aid. Group 2 includes loans in a defaulted or fraud status, making the student ineligible for aid. Group 3 includes loans where a school may have to take action; this includes loans in an abandoned, disability, active bankruptcy, or temporary uninsured status. Group 4 are loans in an open status not included in groups 2 and 3. Group 5 includes closed loans (those not included in groups 1, 2, 3, and 4). October 2013 ( ) The ISIR Guide Appendix 1

87 Loan Status s Status Eligibility for Title IV Group (ISIR sort order) AL Abandoned Loan Yes 3 B No Prior Default, Bankruptcy laim, Discharged Yes, because loan was not in default and was discharged 5 BK No Prior Default, Bankruptcy laim, Active Yes, because loan was not in default 3 A anceled (Perkins = Loan Reversal) Yes 5 S losed School Discharge Yes 5 DA Deferred Yes 4 DB Defaulted, then Bankrupt, Active. (Perkins: all bankruptcies. FFELP and Direct Loans: hapter 13) No, unless debtor can show that loan is dischargeable. See Dear olleague letter GEN-95-40, dated September D Defaulted, ompromise Yes, because compromise is recognized as payment in full DD Defaulted, then Died No, because if borrower is reapplying, then loan status is in error DE Death No, because if borrower is reapplying, then loan status is in error DF Defaulted, Unresolved No 2 DI Disability Yes 3 DK Defaulted, then Bankrupt, Discharged. (Perkins: all bankruptcies. FFELP and Direct Loans: hapter 13) Yes, because defaulted loan has been totally discharged 5 October 2013 ( ) The ISIR Guide Appendix 2

88 Loan Status s (continued) Status Eligibility for Title IV Group (ISIR sort order) DL Defaulted, in Litigation No 2 DN Defaulted, then Paid in Full through onsolidation Loan Yes 5 DO Defaulted, then Bankrupt, Active, other. For FFELP and Direct Loans in hapters 7, 11, and 12 No, unless debtor can show that loan is dischargeable. See Dear olleague letter GEN-95-40, dated September DP Defaulted, then Paid in Full Yes, because loan was paid in full 5 DR Defaulted Loan Included in Roll-up Loan Yes, because the loan was combined with other loans and subrogated to the Department of Education, which reported the same information to NSLDS in one loan. The status of that record will determine eligibility 5 DS Defaulted, then Disabled Yes, because loan debt is canceled 3 DT Defaulted, ollection Terminated No 2 DU Defaulted, Unresolved No 2 DW Defaulted, Write-Off No 2 DX Defaulted, Satisfactory Arrangements, and Six onsecutive Payments Yes, assuming student continues to comply with repayment plan on defaulted loan or is granted forbearance by the GA 4 DZ Defaulted, Six onsecutive Payments, then Missed Payment No, loan is back in active default status 2 FB Forbearance Yes 4 F False ertification Discharge Yes 5 FR Fraud No 2 October 2013 ( ) The ISIR Guide Appendix 3

89 Loan Status s (continued) Status Eligibility for Title IV Group (ISIR sort order) FX Fraud, Resolved Yes 5 IA Loan Originated Yes 4 ID In School or Grace Period Yes 4 IG In Grace Period Yes 4 IM In Military Grace Yes 4 IP In Post-Deferment Grace (Perkins only) Yes 4 OD Defaulted, then Bankrupt, Discharged, other. For FFELP and Direct Loans in hapters 7, 11, and 12 Yes, because defaulted loan has been totally discharged 5 P Paid in Full through onsolidation Loan Yes. Does not matter whether consolidation loan was through FFELP or Direct Loan or whether underlying loans were in default 5 PD Permanently Disabled Yes 5 PF Paid in Full Yes 5 PM Presumed Paid in Full Yes 5 PN Non-defaulted, Paid in Full through onsolidation Loan Yes 5 PX Identity Theft Loan Discharged Yes 2 October 2013 ( ) The ISIR Guide Appendix 4

90 Loan Status s (continued) Status Eligibility for Title IV PZ PLUS Loan, Student has since died No, the deceased student is not eligible because if borrower is reapplying, then loan status is in error Yes, the living parent of a parent PLUS Loan is eligible to receive Title IV aid RF Refinanced Yes, because defaulted loans cannot be refinanced Group (ISIR sort order) 5 5 RP In Repayment Yes 4 UA Temporarily Uninsured No Default laim Requested Yes 3 UB Temporarily Uninsured Default laim Denied Yes, because the loan is not a federal loan while temporarily uninsured 3 U FFEL: Permanently Uninsured/ Unreinsured Non-Defaulted Loan Perkins: Non-Defaulted Loan Purchased by School Yes 5 UD FFEL: Permanently Uninsured/ Unreinsured Defaulted Loan Perkins: Defaulted Loan Purchased by School Yes, because the loan is no longer a federal loan 5 UI Uninsured/Unreinsured Yes, does not matter if loan was in default 3 VA XD Disability, determined by Veteran s Administration Defaulted, Satisfactory Arrangements, and Six onsecutive Payments Yes, disabled veteran discharged 3 Yes, assuming student continues to comply with repayment plan on defaulted loan or is granted forbearance by the GA 4 October 2013 ( ) The ISIR Guide Appendix 5

91 Federal Loan Servicer Loan Servicing s Borrower and school contact information for all federal loan servicers is available on the IFAP Web site s Loan Servicing enters for Students page and Loan Servicing enters for Schools page, respectively. Name Department of Education Missouri Higher Education Loan Authority (MOHELA), hesterfield, MO Department of Education Education Services of America, Inc. (ESA-EDFINANIAL), Knoxville, TN Department of Education Utah Higher Education Assistance Authority (UHEAA-ornerstone), Salt Lake ity, UT Department of Education Aspire Resources Inc. ISL, West Des Moines, IA Department of Education Granite State, oncord, NH Department of Education EDMANAGE, olumbia, S Department of Education OSLA Servicing, Oklahoma ity OK Department of Education KSA Servicing, Louisville, KY Department of Education EDGEucation Loans, Raleigh, N Department of Education OSTEP Servicing, McAllen, TX Department of Education Vermont Student Assistance orporation (VSA) Federal Loans, Winooski, VT Department of Education ESI Federal Perkins Loan Servicer, oraopolis, PA Department of Education Debt Management and ollections System, Greenville, TX October 2013 ( ) The ISIR Guide Appendix 6

92 Federal Loan Servicer Loan Servicing s (continued) Name Department of Education Xerox, Utica, NY Department of Education SALLIE MAE, Reston, VA Department of Education FEDLOAN SERVIING (PHEAA), Harrisburg, PA Department of Education NELNET, Lincoln, NE Department of Education GREAT LAKES, Madison, WI Department of Education NELNET (TPD), Denver, O Department of Education Direct Loan Servicing enter (Xerox), Greenville, TX October 2013 ( ) The ISIR Guide Appendix 7

93 Federal Loan Servicers Short Name Name 500 ED/MOHELA Department of Education/Missouri Higher Education Loan Authority 501 ED/ESA- EDFINANIAL 502 ED/UHEAA- ornerstone Department of Education/Education Services of America, Inc. Department of Education/Utah Higher Education Assistance Authority 503 ED/Aspire Department of Education/Aspire Resources Inc. 504 ED/Granite State Department of Education/GSMR-NH 505 ED/Edmanage Department of Education/Edmanage-S 506 ED/OSLA Department of Education/OSLA Servicing 507 TBD Department of Education/TBD 508 ED/KSA Department of Education/KSA Servicing 509 ED/EDGEucation Department of Education/EDGEucation Loans 510 ED/OSTEP Department of Education/OSTEP Servicing 511 ED/VSA Department of Education/VSA Servicing 512 ED/EDONE Department of Education/EDONE 513 ED/FEDPremier Department of Education/FEDPremier 514 ED/PILLAR Department of Education/Pillar Fed Servicing 529 ED/ESI Department of Education/ESI Federal Perkins Loan Servicer 556 ED/DMS Department of Education/Debt Management and ollections System 578 ED/Sallie Mae Department of Education/Sallie Mae 579 ED/PHEAA Department of Education/FEDLOAN Servicing (PHEAA) October 2013 ( ) The ISIR Guide Appendix 8

94 Federal Loan Servicers (continued) Short Name Name 580 ED/NELNET Department of Education/NELNET 581 ED/Great Lakes Department of Education/Great Lakes 582 ED/TPD Department of Education/NELNET Total and Permanent Disability Servicer 583 ED/DLS Department of Education/Direct Loan Servicing enter (AS) October 2013 ( ) The ISIR Guide Appendix 9

95 FFELP-only Servicers Name ity State ALABAMA OMMISSION ON HIGHER EDUATION MONTGOMERY AL ONN. ASSISTANE FOR LOAN SERVIING (AL) ROKY HILL T NYSHES NEW YORK STATE HIGHER EDU ALBANY NY STUDENT LOAN MARKETING ASSOIATION KILLEEN TX OHIO PAYMENT SERVIES OLUMBUS OH AS LONG BEAH A ADP NOT IN SERVIE HERRY HILL NJ SOUTHWEST STUDENT SERVIES ORP GILBERT AZ BANK OF NORTH DAKOTA BISMARK ND BANK ONE OLUMBUS OH BANKS OF IOWA OMPUTER SERVIES EDAR RAPIDS IA BOONE OUNTY NATIONAL BANK OLUMBIA MO BORTHWIK ASS NOT IN SERVIE DOVER NH BRAZOS HIGHER ED AUTHORITY AUSTIN TX S.X. OMM NOT IN SERVIE JAKSONVILLE FL STUDENT LOAN MARKETING ASSOIATION LYNN HAVEN FL ITIBANK (NYS) STUDENT LOAN PITTSFORD NY THE STUDENT LOAN ORPORATION ROHESTER NY ITIORP INFO RES NOT IN SERVIE TROY MI ITIORP INFO RES - NOT IN SERVIE WOBURN MA ITIZENS FIDELITY BANK & TRUST O LEXINGTON KY OLLEGE FINANE ASSISTANE ORP DEERFIELD IL OLLEGE AESS NETWORK DENVER O OMA FINANIAL SERV NOT IN SERVIE OKLAHOMA ITY OK OMERIA BANK - DETROIT DETROIT MI OMPUTER SERVIES, IN ELIZABETHTOWN KY OSTEP EDINBURG TX ROSS ISLAND OMPUTERS WILLINSTON PARK NY SOBA DENVER O NELNET LOAN SERVIES (JAX) LINOLN NE THEA/OSTEP (ENTRAL TEXAS HIGH) SAN MAROS TX October 2013 ( ) The ISIR Guide Appendix 10

96 FFELP-only Servicers (continued) Name ity State USTOMER THRIFT SERVIES, IN. FLORHAM PARK NJ DATA ENTER, IN. HUTHINSON KS UNIPA SERVIE ORPORATION DENVER O DUNFAM, IN. LONGWOOD FL E.L.M.I. (NOEL BAILEY) WAKEFIELD MA EDUATION LOAN SERVIES IN BRAINTREE MA GREAT LAKES ED LOAN SVS, IN. (EASI) ABERDEEN SD EASTERN OPERATIONS ENTER MEHANISVILLE VA EDS NO LONGER IN BUSINESS RIHARDSON TX NELNET (EFS) INDIANAPOLIS IN STUDENT LOAN O-OPERATIVE, IN. WAKEFIELD MA USA GROUP LOAN SERVIES IN INDIANAPOLIS IN EFS - PROFESSIONAL LOAN SERVIES INDIANAPOLIS IN EFS OF MIIGAN - NO LONGER BUSINESS EAST LANSING MI ELETRONI DATA SYSTEMS LOMBARD IL ELETRONI DATA SYSTEMS WOBURN MA FINANIAL SERVIE, IN. GLEN ROK NJ FIRST AMERIA SAVINGS BANK LONGMONT O FIRST FINANIAL MANAGEMENT ORP. ATLANTA GA FIRST INTERSTATE BANK OF DES MOINES DES MOINES IA FIRST NATIONAL BANK IN BOULDER BOULDER O EDUSERV TEHNOLOGIES, IN WINSTON-SALEM N FIS LEWISTON ME FISERV LEVELAND OH GREAT LAKES HIGHER ED ORP MADISON WI OFFIE OF EDUATION SERVIES BATON ROUGE LA GEORGIA STUDENT FINANE AUTHORITY TUKER GA GUARANTEED STUDENT LOAN ANYON TX EDUSERV TEHNOLOGIES IN ST PAUL MN HARPER, SMITH AND ASSOIATE JAKSONVILLE FL HAWAII IMPULSE SYSTEMS HONOLULU HI HIGHER EDUATION SERVIING ORP ARLINGTON TX IOWA HIGHER ED LOAN PGM DES MOINES IA ILLINOIS DESIGNATED AT PURHASE PROG DEERFIELD IL October 2013 ( ) The ISIR Guide Appendix 11

97 FFELP-only Servicers (continued) Name ity State ILLINOIS STATE SHOLARSHIP OMM DEERFIELD IL IOWA OLLEGE AND OMMISSION DES MOINES IA IOWA HIGHER EDUATION LOAN PROGRAM DES MOINES IA KEARNEY STATE BANK KEARNEY NE KENTUKY HIGHER ED STUDENT LOAN ORP LOUISVILLE KY LEBER SERVIES ROKFORD IL LIBERTY NATIONAL BANK AND TRUST O LOUISVILLE KY EDUSERV TEHNOLOGIES, IN SALT LAKE ITY UT STUDENT LOAN MARKETING ASSOIATION RESTON VA SALLIE MAE RESTON VA STUDENT LOAN MARKETING ASSO. VA HERNDON VA STUDENT LOAN MARKETING ASSOI/TEXAS KILLEEN TX M.F.G. INFORMATION SYSTEMS DEATUR IL MISSOURI HIGHER ED LOAN AUTHORITY ST. LOUIS MO MAINE ED SERVIE AUGUSTA ME MFG INFORMATION SYSTEMS, IN. BARTONVILLE IL MISSISSIPPI GUARANTEE STUDENT LOAN JAKSON MS MASSAHUSETTS HIGHER ED ASSO BOSTON MA MITHELL SWEET AND ASSOIATES TEMPE AZ MONTANA BANK OF SO MSA MISSOULA MT MONTANA GUARANTEED STUDENT LOAN PGM HELENA MT N..R. VIRGINIA BEAH VA NATIONAL BANK OF AMERIA SALINA KS NR ORPORATION FRAMINGHAM MA NR DATA ORPORATION GLASTONBURY T NR DATA SERVIES RANBURY NJ NR-MID-ATLANTI DATA SERV ENTER OLUMBIA MD NHELP SERVIING ENTER LINOLN NE NELLIE MAE BRAINTREE MA NEW JERSEY DEPT OF HIGHER ED TRENTON NJ NEW MEXIO ED ASSISTANE FOUNDATION ALBUQUERQUE NM NATIONAL EDUATION SERVIING HIAGO IL AMERIAN EDUATION SERVIES HARRISBURG PA PANHANDLE PLAINS STUDENT LOAN ENTER ANYON TX October 2013 ( ) The ISIR Guide Appendix 12

98 FFELP-only Servicers (continued) Name ity State PN EDUATION LOAN ENTER PITTSBURGH PA STUDENT ASSISTANE SUPPORT SERVIE AUSTIN TX SANDUSKY OMPUTER ENTER, IN. SANDUSKY OH SAVINGS BANKS TRUST O. WOODBURY NY SOUTH AROLINA STUDENT LOAN ORP OLUMBIA S SOUTHERN EDUATORS LIFE INSURANE NORROSS GA SOUTHRUST BANK/LS/VA MERRIFIELD VA TGSL LOAN SERVIING AUSTIN TX STUDENT FINANE SERVIE ORP SEATTLE WA STUDENT LOAN FINANE ASSISTANE LOS ANGELES A STUDENT LOAN FUND OF IDAHO MARKET FRUITLAND ID STUDENT LOAN FUNDING ORP ININNATI OH SUBURBAN BANK OF AURORA AURORA IL SUSIE MAE HARTFORD T T.E. LOTT & O OLUMBUS MS THE HASE MANHATTAN BANK N.A. TAMPA FL STUDENT LOAN SERVIE ENTER HARTFORD T TRANS WORLD INSURANE O SARAMENTO A USA FUNDS INDIANAPOLIS IN NELNET LOAN SERVIES IN. (DEN) LINOLN NE UNIPA ST. PAUL MN UNIVERSITY AOUNTING SERVIE BROOKFIELD WI STUDENT LOAN MARKETING ASSOIATION WALTHAM MA USERS, IN HONOLULU HI UTAH STATE BOARD OF REGENTS LS SALT LAKE ITY UT VERMONT STUDENT ASST. ORP. WINOOSKI VT VIRGINIA EDUATION LOAN AUTHORITY RIHMOND VA EDFINANIAL SERVIES KNOXVILLE TN WESO HELENA MT WESO GRAND RAPIDS MI WEST TEXAS EDUATION SERVIE EL PASO TX WYOMING STUDENT LOAN ORP HEYENNE WY ST INTERSTATE DALLAS DALLAS TX /3 BANK ININNATI OH October 2013 ( ) The ISIR Guide Appendix 13

99 FFELP-only Servicers (continued) Name ity State HIGHER EDUATION ASSISTANE FOUN ST. PAUL MN STUDENT INFORMATION SERVIE ENTER ALBANY NY STUDENT INITIATED LOAN SERVIING MONTGOMERY AL STUDENT LOAN SERVIES JAKSONVILLE FL AMERIAN EDUATION SERVIES HARRISBURG PA STUDENT LOAN SERVIING ENTER ST. PAUL MN INDIANA SEONDARY MARKET INDIANAPOLIS IN NELNET LOAN SERVIES IN. (LOANSTAR) BRYAN TX IOWA REDIT UNION LEAGUE DES MOINES IA ISM LOAN SERVIING ENTER INDIANAPOLIS IN LENDER SERVIE PGM MADISON WI NORTHEASTERN OMPUTER SERVIES IN. SYRAUSE NY OHIO STUDENT LOAN OMMISSION OLUMBUS OH PROMAX WO. WEYMOUTH MA MEMBER DATA PROESSOR, IN. ARMEL IN RHODE ISLAND STUDENT LOAN AUTHORITY WARWIK RI RONALD FRAME, EDS BINGHAMTON NY TEXAS GUARANTEED STUDENT LOAN ORP. AUSTIN TX OSLA STUDENT LOAN SERVIING OKLAHOMA ITY OK WISONSIN HIGHER EDUATION ORP. MADISON WI HELA SAN FRANISO A EFG TEHNOLOGIES WINSTON-SALEM N AMSOUTH BANK N.A. BIRMINGHAM AL EDUATION SERVIES FOUNDATION JAKSON MS HEMIAL BANK - EDUATIONAL JERIHO NY OMMERE BANK OF ST. LOUIS ST. LOUIS MO OSTA MESA SERVIE ENTER LOS ANGELES A REDIT UNION PROESSING BATTLEREEK MI UPS SOUTHFIELD MI DAVENPORT BANK AND TRUST O DAVENPORT IA FIRST BANK OPERATIONS ENTER DULUTH MN IUL DATA SERVIES DES MOINES IA STUDENT ASSISTANE FOUNDATION OF MT HELENA MT MISSOURI HIGHER EDUATION LOAN AUTH HESTERFIELD MO October 2013 ( ) The ISIR Guide Appendix 14

100 FFELP-only Servicers (continued) Name ity State NELS PROVIDENE RI NSLP LINOLN NE STUDENT LOAN SERVIE ORP SALT LAKE ITY UT STUDENT LOAN SERVIING ENTER MINNEAPOLIS MN TOWN NORTH NATIONAL BANK KILLEEN TEX AADEMI LOAN RESOURE SEATTLE WA STUDENT ASSISTANE SUPPORT SERVIE AUSTIN TX STUDENT LOAN SVING TR/SLMA WA SPOKANE WA SALLIE MAE, IN. WILKES-BARRE PA MONTANA HIGHER EDUATION STUDENT AS HELENA MT FIRST SEURITY STUDENT LOAN BOISE ID HASE STUDENT LOAN SERVING, LL MADISON MS AADEMI LOAN RESOURE FRUITLAND ID IOWA STUDENT LOAN LIQUIDITY ORP DES MOINES IA LSI FINANIAL GROUP LITTLE ROK AR AFSA DATA ORP UTIA NY STUDENT LOAN SERVIING ENTER/SLMA PANAMA ITY FL GREATER EAST TEXAS SERVIING ORP BRYAN TX AS EDUATION SERVIES, IN. LONG BEAH A WELLS FARGO BANK NA SIOUX FALLS SD WAHOVIA EDUATION FINANE, IN SARAMENTO A GRANITE STATE MANAGEMENT & RESOURE ONORD NH KNIGHT OLLEGE RESOURE GROUP BOSTON MA STUDENT LOAN FINANE ORPORATION ABERDEEN SD GREAT LAKES EDUATIONAL LOANS SERV MADISON WI BRAZOS HES WAO TX STUDENT ASSISTANE FOUNDATION OF MT HELENA MT GEORGIA HIGHER EDUATION ASST. ORP TUKER GA ELM RESOURES(PEPS) OAKLAND A AESS GROUP, IN. WILMINGTON DE WESTERN STATES LEARNING ORP HEYENNE WY XPRESS LOAN SERVIING LEVELAND OH L SERVIING ORP. WOODBURY MN STUDENT LOAN FUND OF IDAHO (IMA) FRUITLAND ID October 2013 ( ) The ISIR Guide Appendix 15

101 FFELP-only Servicers (continued) Name ity State GO SERVIING ORPORATION FRUITLAND ID BRAZOS LOAN SERVIING OLLEGE STATION TX ALL STUDENT LOAN SERVIING ORP VANOUVER WA STUDENT LOAN MARKETING ASSOIATION HERNDON VA STUDENT LOAN MARKETING ASSOIATION WILKES-BARRE PA UNIPA SERVIE ORP LINOLN NE FOUNTAINHEAD GROUP, LL, STE 1910 ST. PAUL MN October 2013 ( ) The ISIR Guide Appendix 16

102 Guaranty Agencies Number Short Name Name 555 DS Debt ollection Service US Department of Education 575 DDTS The onditional Disability Discharge Tracking System (DDTS) 577 ED/AS Department of Education/AS 705 Arkansas Student Loan Guaranty Foundation of Arkansas 706 alifornia EM alifornia 708 olorado ollege Assist 712 Florida Florida Department of Education OSFA 713 Georgia Georgia Higher Education Assistance orporation 717 Illinois Illinois Student Assistance ommission 719 Iowa Iowa ollege Student Aid ommission 721 Kentucky Kentucky Higher Education Assistance Authority 722 Louisiana Louisiana Office of Student Financial Assistance 723 Maine Finance Authority of Maine (FAME) 725 Massachusetts American Student Assistance of Massachusetts 726 Michigan Michigan Higher Education Assistance Authority 729 Missouri Missouri Department of Higher Education 730 Montana Montana Guaranteed Student Loan Program 731 Nebraska National Student Loan Program, Inc. 733 New Hampshire New Hampshire Higher Education Assistance Foundation 734 New Jersey New Jersey Higher Education Assistance Authority 735 New Mexico New Mexico Student Loan Guarantee orporation 736 New York New York State Higher Education Services 737 North arolina North arolina State Ed. Assistance Authority 738 North Dakota Student Loans of North Dakota 740 Oklahoma Oklahoma ollege Assistance Program 742 PHEAA Pennsylvania Higher Education Assistance Agency 744 Rhode Island Rhode Island Higher Education Assistance Authority 745 South arolina South arolina State Ed Assistance Authority 747 Tennessee Tennessee Student Assistance orporation 748 Texas Texas Guaranteed Student Loan orporation 749 Utah Utah Higher Education Assistance Authority October 2013 ( ) The ISIR Guide Appendix 17

103 Guaranty Agencies (continued) Number Short Name Name 750 Vermont Vermont Student Assistance orporation 753 Washington Northwest Education Loan Association-Washington 755 Great Lakes Great Lakes Higher Education Guaranty orporation 800 USAF United Student Aid Funds, Incorporated 927 / 951 EM Education redit Management orporation October 2013 ( ) The ISIR Guide Appendix 18

104 FFELP Lenders To find the lender s code, name, city, and state, use the NSLDS Professional Access Web site at nsldsfap.ed.gov. The organization s contact information can be found under the Org tab by filtering for the type as Lender. October 2013 ( ) The ISIR Guide Appendix 19

105 ontact Information & Fields Associated with Loan Status Loan ontact GA School urrent Holder Region FFEL Primary: Servicer or Lender (as applicable) Secondary: GA Yes OPE-ID Servicer or Lender (as applicable) FFEL, defaulted GA Yes OPE-ID 000### (### is the GA ) FFEL, assigned * ED (See Region) 555 or 556 (ED) FFEL, TPD ED 575 and 582 (ED) FFEL, U.S. Dept. of ED Servicer FFEL, U.S. Dept. of ED Servicer FFEL, U.S. Dept. of ED Servicer FFEL, U.S. Dept. of ED Servicer ED/SALLIE MAE Primary: Servicer Secondary: GA ED/PHEAA Primary: Servicer Secondary: GA ED/NELNET Primary: Servicer Secondary: GA ED/Great Lakes Primary: Servicer Secondary: GA 578 (ED) 579 (ED) 580 (ED) 581 (ED) FDLP, Held by DS ED (See Region) 555 or 556 (ED) OPE-ID OPE-ID OPE-ID OPE-ID OPE-ID OPE-ID OPE-ID Servicer : (ED) Servicer : (ED) Servicer : (ED) Servicer : (ED) Servicer : (ED) Servicer : (ED) Servicer : (ED) Blank Blank Yes Blank Blank Blank Blank Blank Yes October 2013 ( ) The ISIR Guide Appendix 20

106 Loan ontact GA School urrent Holder Region FISL Primary: Servicer (if applicable) Secondary: School (is primary contact if no servicer used) FISL, Held by DS ED (See Region) 555 or 556 (ED) Perkins Perkins, Held by DS Perkins, U.S. Dept. of ED/ESI Primary: Servicer (if applicable) Secondary: School (is primary contact if no servicer used) ED (See Region) ED Blank OPE-ID Servicer (if applicable), or blank OPE-ID Servicer : (ED) Blank OPE-ID Servicer (if applicable), or blank 529 and 577 (ED) * Assigned = Held by Debt ollection Service (DS). OPE-ID Servicer : (ED) Blank Yes Blank Blank Note: The School field always shows the OPE-ID of the school the student attended when the loan was received. October 2013 ( ) The ISIR Guide Appendix 21

107 APPENDIX D SAR AND SAR AKNOWLEDGEMENT Overview For each non-real-time transaction processed at the PS, an output document is sent to the applicant: a paper SAR, SAR Acknowledgement, or an Notification of SAR Processing with information to access SAR data on the Web. An applicant who submits corrections using FAFSA on the Web that are processed in real time is presented with a link to his or her esar after clicking the Exit button on the confirmation page. The type of document sent is determined by the type of record that was submitted by the applicant and his or her results of the Social Security Administration (SSA) Social Security Number Match (SSN Match) as follows: Record Submitted Any record type and applicant did not have a match with the SSA (SSN Match Flag not equal to 4 [SSN, name, and date of birth match]) Paper FAFSA or SAR (SSN Match Flag equal to 4) FAFSA on the Web, application and corrections (non-real-time) with signatures (SSN Match Flag equal to 4) FAFSA on the Web, application and corrections (non-real-time) without signatures (SSN Match Flag equal to 4) FAFSA on the Web, corrections (real-time) (SSN Match Flag equal to 4) FAA Access to PS Online Application or orrection (SSN Match Flag equal to 4) Output English or Spanish SAR English or Spanish SAR or Notification of SAR Processing English or Spanish SAR Acknowledgement or Notification of SAR Processing English or Spanish SAR or Notification of SAR Processing No output, student receives link to esar after clicking Exit on the confirmation page English or Spanish SAR Acknowledgement or Notification of SAR Processing October 2013 ( ) The ISIR Guide Appendix D D 1

108 Students who meet the following criteria receive an containing a link to access the SAR on the Web instead of the paper SAR or paper SAR Acknowledgement: Social Security Administration (SSA) match equals 4 and address exists and has valid syntax. We print and mail a paper SAR to students: Who did not have an have an SSN Match Flag of 4, or Who were missing signatures and did not have an address, or Whose addresses have invalid syntax, or Whose Notifications of SAR Processing were returned to us. The SAR serves two basic purposes: Notifies the student of application and eligibility status Provides a means for correcting or confirming applicant data The SAR Acknowledgement is designed to notify the student of application and eligibility status. If corrections are needed, the student uses FAFSA on the Web or contacts the school to submit them through FAA Access or a mainframe system. The Notification of SAR Processing is designed to notify the student of application and eligibility status more quickly than the paper SAR or the SAR Acknowledgement. It enables the student to view the SAR online and to print the online SAR document as often as needed. The SAR links the student to FAFSA on the Web for correcting or confirming the applicant data. To complete corrections to the application data, the student must sign with a PIN and, if dependent and changing parental data, a parent must also sign. October 2013 ( ) The ISIR Guide Appendix D D 2

109 Paper SAR The paper SAR follows the order of the questions as they are presented on the paper FAFSA. English SARs are ten-page documents, and Spanish SARs are eleven-page documents. The first four pages are in a letter format and include the comment text, NSLDS information, and FAA information. The last six pages (seven pages for Spanish) display the question responses reported by the student and provide space for making corrections. Each page of the SAR is described in detail below. In addition, to match the color scheme of the paper FAFSA, the SAR is printed on blue paper. A draft copy of the SAR is available on the IFAP Web site. For information on changes to the SAR, see the Summary of hanges for the Application Processing System guide, available later this fall. SAR Page 1 The date below the Web site address in the upper left corner is the date the record was processed at the PS. Below the process date is a tracking number for the FAFSA processor and the PS that is not used for any institutional purpose. The student s name and mailing address is printed below the tracking number. The student s four-digit Data Release Number (DRN) is to the right of the processed date in the upper right corner below the Office of Management and Budget (OMB) number. The DRN can be used by schools to access the student s electronic application record if they were not originally listed on the student s application or SAR. In addition, the student can use the DRN to make a request for correction by telephone through the FSAI at 800/4FED AID (800/ ) or TDD/TTY 800/ The following types of changes can be made: orrect data entry errors made by the FAFSA processor Update the response to FAFSA question 23 (drug question) Request a change of address, address, telephone number, or institution Update the assumption overrides Below the Data Release Number (DRN) is the student s EF. The EF printed on the front page of the SAR is the primary EF, calculated for a nine-month academic year. An asterisk printed next to the EF indicates that the student was selected for verification by the PS. A printed next to the EF indicates the student has an eligibility problem that must be resolved before Title IV aid can be disbursed to the student. Below this information, we print information specific to the applicant based on his or her application information, processing results, and database match results. October 2013 ( ) The ISIR Guide Appendix D D 3

110 In the lower part of the SAR, two series of numbers appear on every page. The numbers on the left are processing codes used by the FAFSA processor and the PS for tracking and quality control purposes. The numbers on the right are a cross-cycle student identifier, providing the PS an alternate way to identify a student without printing his or her SSN on the form. SAR Page 2 The upper half of page 2 contains required information from the Office of Management and Budget regarding the: Paperwork Reduction Act, Information Release to Schools, and Drug convictions affecting aid eligibility. The Only For Use by Financial Aid Office section on the SAR appears on the lower half of page 2. Descriptive labels are intended to help the FAA identify reject codes, match flags, intermediate values, and so forth. This data is similar to the FAA information provided on the ISIR, which is described in detail earlier in this guide; however, the presentation of the information is different. Note: The DOD Match Flag information is not printed on the SAR, it is printed only on the ISIR. Important Note: The comment codes listed on this part of the SAR are not all comments generated for this student. Only the comment codes that do not have a corresponding flag or other indicators already provided in the FAA Information section are printed in this section. SAR Page 3 The third page uses checkboxes in front of each comment that is printed on the SAR. The first section, s About Your Information includes comments that have been set during the processing of the record at the PS. The first section is for general notes. The second section, What You Must Do Now is a checklist for students to use to make sure they resolve the issues on the SAR, such as missing information or eligibility problems and give the student more detailed information and directions for getting additional help. SAR Page 4 This page displays financial aid history information for the student. This is a subset of the information received from NSLDS, which is included on the ISIR and described earlier in this guide. The information printed on the SAR includes the Aggregate Loan information for FFEL, Direct, Perkins, and TEAH loans. October 2013 ( ) The ISIR Guide Appendix D D 4

111 Pages 5-10 (Spanish Pages 5-11) The remaining six pages of the English SAR (seven pages of the Spanish SAR) display the information that was reported by the applicant for each question on the FAFSA/SAR. The SAR is a vehicle for corrections in the paper system. A shortened version of each numbered item corresponding to a question on the FAFSA is displayed. Printed beneath the numbered item is the student s response to that question. Below or to the right of each question response are boxes or ovals that resemble the answer fields on the FAFSA, which the student can use to indicate or write in a corrected answer, if necessary. Items that are highlighted (printed in bold type) require special attention. Highlighting indicates the student must provide a new answer, because the PS identified the responses as blank, illegible, questionable, or inconsistent with other answers. The PS may assume answers to certain questions by comparing them with other information on the application. Answers might be assumed when the question is left blank, or a positive number might be assumed when the answer to an income question is given as a negative number. When the PS assumes an answer, both the value reported by the applicant and the assumed value are printed on the SAR. The word ASSUMED appears in parentheses with the assumed value. Assumed values are used by the PS in performing the EF calculation and should be reviewed carefully. If the assumed values are correct, the student does not need to change them on the SAR. The student can correct other items, if necessary, whether or not they are highlighted. When an application is rejected, the resulting SAR does not have a calculated EF. The SAR requires the student to correct information and return pages 5 through 10 of the English SAR (pages 5 through 11 of the Spanish SAR) to the FAFSA processor for reprocessing. Instructions to the student at the top of page 5 explain the meaning of the arrows and the proper way to fill in an oval or to correct, confirm, or delete an answer. To confirm a previously reported answer, the student must rewrite the same value in the answer field and return the SAR. Sometimes students are caught in a reject loop because they do not respond to all highlighted and arrowed items to turn off the reject, or because they provide new information that the edit check still considers inconsistent or questionable. Up to four school codes and housing plans are printed on pages 9 and 10 (Spanish page 10) of the SAR; however, the student can list up to ten school codes on his or her Web application or correction. The following English statement is printed under question 103g if the fifth through tenth college code is non-blank on the applicant s record: Your FAFSA information was sent to all colleges you listed although they are not all shown here. To see all of the colleges you listed go to and select Student Aid Report. October 2013 ( ) The ISIR Guide Appendix D D 5

112 A graduation and retention and transfer rate statement is printed below the school code statement described above. The statement is: For more information about the colleges you listed on your FAFSA, visit ollege Navigator at or view your Student Aid Report at for graduation, retention, and transfer rates. See the orrections and Updates section of this guide for more information on using the SAR to make corrections. October 2013 ( ) The ISIR Guide Appendix D D 6

113 Acknowledgement The SAR Acknowledgement in English is a three-page document; the SAR Acknowledgement in Spanish is a four-page document. It provides a summary of the student s processing results when the information is input electronically by the school or the student using the Web and no e- mail address is provided. The SAR Acknowledgement is printed on blue paper and is an eligibility document containing information for the student and FAA but cannot be used to make corrections. For information on changes to the SAR Acknowledgement, see the Summary of hanges for the Application Processing System guide, available later this fall. SAR Acknowledgement Page 1 Page 1 of the SAR Acknowledgement is in a letter format addressed to the applicant. The format of this page looks similar to the SAR letterhead. The U.S. Department of Education letterhead is used and includes the Federal Student Aid Information enter telephone number and the FAFSA on the Web Internet address. The Office of Management and Budget (OMB) form-clearance number is printed on the right side. The date below the Web site in the upper left corner is the date the record was processed at the PS. Below the process date is a tracking number for the FAFSA processor and the PS that is not used for any institutional purpose. The student s name and mailing address is printed below the tracking number. To the right of the processed date (below the OMB number) is the student s four-digit Data Release Number (DRN). Below the DRN is the student s EF. The EF printed on the front page of the SAR Acknowledgement is the primary EF, calculated for a nine-month academic year. An asterisk printed next to the EF indicates that the student was selected for verification by the PS. A printed next to the EF indicates the student has an eligibility problem that must be resolved before Title IV aid can be disbursed to the student. The front page of the SAR Acknowledgment contains two sections, Application Status (review the checked boxes) and Federal Student Aid Eligibility (review the checked boxes). Both sections display checkboxes next to statements regarding eligibility status and processing results. SAR Acknowledgement Pages 2-3 (Spanish Pages 2-4) Page 2 (back of page 1) and page 3 display, in condensed form, every numbered question from the FAFSA and prints the answer the student gave to that question or the value the PS assumed. Only the first four school codes and housing plans are printed on the SAR Acknowledgement. However, because students can enter up to ten college choices on the Web, the following statement is printed before the For Financial Aid Office Use Only section if School s 5 through 10 are non-blank on an applicant s record: October 2013 ( ) The ISIR Guide Appendix D D 7

114 Your FAFSA information was sent to all the colleges you listed although they are not all shown here. To see all of the colleges you listed go to and select Student Aid Report. In the lower part of the page, the section For Financial Aid Office Use Only includes information and codes for FAAs. Included here are the important match flags showing results of eligibility matches and other information that an FAA needs when using the SAR Acknowledgement as an eligibility document. Note: Up to 20 comment codes generated for the student s ISIR are printed here, regardless of whether an associated match flag or other indicator is also provided. October 2013 ( ) The ISIR Guide Appendix D D 8

115 APPENDIX E SAMPLE ISIR Overview This section contains a sample of the ISIR that is printed using the EDExpress software. You are not required to print your ISIR output documents in this or any other format. If you do choose to print ISIRs, you can also choose to print additional information on the ISIR. See the Printing section in the Electronic Data Exchange (EDE) Technical Reference, posted on the IFAP and FSAdownload Web sites. Note: hanges to the EDExpress ISIR report may occur following the publication of this guide. If this occurs, we will update the sample and repost The ISIR Guide. The ISIR Guide is posted on the IFAP and FSAdownload Web sites. October 2013 ( ) The ISIR Guide Appendix E E 1

116 Sample ISIR Institutional Student Information Record ****************************************************************************************** * IMPORTANT: Read ALL information to find out what to do with this Report. * ****************************************************************************************** OMB Number: XXXXXXXXXXXX X. XXXXXXXXXXXXXXXX MMMMMMMMM DD, YY XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXX XX EF X 999 XXX XXXX XXXXXX XXXXXXXXX XXX XXXXXX XXXX XXXX XX XXXX XXXXXXXXXXXXX XXXXXXX XXXXXXXXXXX XXXXXX XXXXX XXX XXX XXXXXX XXXXXXXXXXX XX XX XXXXXXXX XX XXXXXXXXX XXXX XXXXXXXXXX XXXXX XX XXX XX XXXX XXXXXXXXX XXX XXXXXXXXXXXXXX XXXXX 999 XX XXX XXX XXXXXXXXXX XX XXXX XXXX XX XXXXXXX XXX XXX XX XXXXXXX XX XXXXXXX X XXXXXXX XXXX XXXXXX XXX XXXXX XXXXXXX XXXXXXX XXX XX XXXXXXXX XXXX XXX XXXX XXXXXXXXX XXXXXX XXX XXXX XX XXXXXXXXXXXX XXXXXXXXXXXX XX XXXXXXX XXXX XXXX XXXXXX XX XXX XXXX XXXXXX XX XXX XXXX XX XXXXXXXXXX XX XXXX XXXXXXX XXXX XXXXXXXXXXX XXXXXX XXXXXXXXXXX XXXXXXXXXX XXXXXXXXXXX XXXXXXXXXX XX XXXX XXXX XXXXXXXXX XXXXXXXXXXXXX XXXXXX XXXXXXXXXXXXX XXX XXXXX XXXXXXXX 999 XXXX XX XXXX XXX XXXX XX XX XXXX XXXXXX XXX XXXXXXXXX XX XXXX XXXXX XX XXX XX XXX XXXX XXXXX XXX XXXXXXXXX XXXX XXXXXXXXX XX XXXXXXXXX XXX XXXXXXXXXX XXXXX XX XXX XX XXXX XXXX XX XXX XXX XXXXXXX XX XXXXXXXX XX XX XXX XXX XX XXXXXX XXX XXXXX XX XX XXXXX XXX XXXXXX XXX XXXXXX XXXXX XXX XXXXXXX XXX XXXXXX XXXXXXXXXXXXXXX 999 XXX XXXX XXXXXX XXXXXXXXX XXX XXXXXX XXXX XXXX XX XXXX XXXXXXXXXXXXX XXXXXXX XXXXXXXXXXX XXXXXX XXXXX XXX XXX XXXXXX XXXXXXXXXXX XX XX XXXXXXXX XX XXXXXXXXX XXXX XXXXXXXXXX XXXXX XX XXX XX XXXX XXXXXXXXX XXX XXXXXXXXXXXXXX XXXXX 999 XXX XXXX XXXXXX XXXXXXXXX XXX XXXXXX XXXX XXXX XX XXXX XXXXXXXXXXXXX XXXXXXX XXXXXXXXXXX XXXXXX XXXXX XXX XXX XXXXXX XXXXXXXXXXX XX XX XXXXXXXX XX XXXXXXXXX 999 XXX XXXX XXXXXX XXXXXXXXX XXX XXXXXX XXXX XXXX XX XXXX XXXXXXXXXXXXX XXXXX 999 XXX XXXX XXXXXX XXXXXXXXX XXX XXXXXX XXXX XXXX XX XXXX XXXXXXXXXXXXX XXXXXXX XXXXXXXXXXX XXXXXX XXXXX XXX XXX XXXXXX XXXXXXXXXXX XX XX XXXXXXXX XX XXXXXXXXX XXXX XXXXXXXXXX XXXXX Page 1 of XX 99 October 2013 ( ) The ISIR Guide Appendix E E 2

117 Institutional Student Information Record Student ID XX 99 EF X STEP ONE (THE STUDENT) (Q1 Q31) Dependency Status X Name XXXXXXXXXXXX XXXXXXXXXXXXXXXX Address: STEP TWO (STUDENT & SPOUSE) ONT. XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Military or lergy Allowances XXXXXXXXXXXXXXXX XX Veterans Noneducation Benefits Social Security Number Other Untaxed Income Date of Birth MM/DD/YY Money Rec d/paid on Your Behalf Permanent Home Phone # (999) Driver's License # XXXXXXXXXXXXXXXXXXXXX STEP THREE (STUDENT STATUS) (Q46 - Q58) Address Born Before MM-DD-YY? XXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX itizenship Status XXXXXXXXXXXXXXXXXXXX Is Student Married? XXX Alien Registration Number XXXXXXXXX Working on Master's/Doctorate Program? XXX Marital Status XXXXXXXXX On Active Duty in U.S. Armed Forces? XXX Marital Status Date MM/DD/YY Veteran of U.S. Armed Forces? XXX State of Legal Residence XX Have hildren You Support? XXX Legal Resident before MM-DD-YY? XXX Dependents Other Than hildren/spouse? XXX Legal Residence Date MM/YY Orphan or Ward of the ourt? XXX Male or Female? XXXXXX Are/Were you an Emancipated Minor? XXX Register for Selective Service? XXX Are/Were you in Legal Guardianship? XXX Drug onv Affecting Elig? XXX Homeless hild or Youth? XXX Parent 1 Educational Level XXXXXXXXXXXXXX Determined by HUD Homeless? XXX Parent 2 Educational Level XXXXXXXXXXXXXX At Risk for Homelessness? XXX High School or Equivalent? XXX High School Name/ity, State XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXX, XX STEP FOUR (PARENTS) (Q59 - Q94) High School XXXXXXXXXXXX Marital Status XXXXXXXXX First Bachelor's Degree by MM-DD-YY? XXX Marital Status Date MM/DD/YY Grade Level in ollege XXXXXXXXXXXXXXXX Parent 1 SSN Degree/ertificate XXXXXXXXXXXXXXXX Parent 1 Last Name XXXXXXXXXXXXXXXX Interested in Work-Study? XXXXXXXXXX Parent 1 First Initial X Parent 1 Date of Birth MM/DD/YY STEP TWO (STUDENT & SPOUSE) (Q32 - Q45) Parent 2 SSN Tax Return Filed? XXXXXXXXX Parent 2 Last Name XXXXXXXXXXXX Type of YY Tax Return Used XXXXXXXXX Parent 2 First Initial X Eligible to File 1040A/1040EZ? XXXXXXXXXX Parent 2 Date of Birth MM/DD/YY Tax Return Filing Status XXXXXXXXXXXXXXX Address XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Adjusted Gross Income State of Legal Residence XX U.S. Income Tax Paid Legal Residents before ? XXX Exemptions laimed 99 Legal Residence Date MM/DD/YY Student's Income Earned From Work Number of Family Members 99 Spouse's Income Earned From Work Number in ollege 99 ash, Savings, and hecking Supplemental Security Income Benefits XXX Net Worth of Investments SNAP Benefits XXX Net Worth of Business/Farm Free/Reduced Price Lunch Benefits XXX Asset Threshold Exceeded XXX TANF Benefits XXX Student's Addl Financial Info WI Benefits XXX Education redits Tax Return Filed? XXXXXXXXX hild Support Paid Type of YY Tax Return Used XXXXXXXXX Taxable Earnings Need-Based Emply Eligible to File 1040A/1040EZ? XXXXXXXXXX Grant & Scholarship Aid Reported Tax Return Filing Status XXXXXXXXXXXXXXX Special ombat Pay/ombat Pay Parent a Dislocated Worker? XXXXXXXXXX o-op Earnings Adjusted Gross Income Student/Spouse Untaxed Income U.S. Income Tax Paid Tax-Deferred Pension/Savings Exemptions laimed 99 IRA Deductions and Payments Parent 1 Income Earned From Work hild Support Received Parent 2 Income Earned From Work Tax Exempt Interest Income ash, Savings, and hecking Untaxed IRA Distributions Net Worth of Investments Untaxed Portions of Pension Net Worth of Business/Farm Asset Threshold Exceeded XXX *=assumption h=highlight flag #=corrected this previous trans Page 2 of 6 October 2013 ( ) The ISIR Guide Appendix E E 3

118 Institutional Student Information Record Student ID EF X Last Name XXXXXXXXXXXXXXXX STEP FOUR (PARENTS) ONT. STEP SIX (Q103) Parents' Addl Financial Info School # Housing #1 XXXXXXXXXXX Education redits School # Housing #2 XXXXXXXXXXX hild Support Paid School # Housing #3 XXXXXXXXXXX Taxable Earnings Need-Based Emply School # Housing #4 XXXXXXXXXXX Grant & Scholarship Aid Reported School # Housing #5 XXXXXXXXXXX Special ombat Pay/ombat Pay School # Housing #6 XXXXXXXXXXX o-op Earnings Parents Untaxed Income STEP SEVEN (Q104 Q108) Tax-Deferred Pension/Savings Date Application ompleted MM/DD/YY IRA Deductions and Payments Signed By XXXXXXXXXXXXXXXXXXXX hild Support Received Preparer's SSN Tax Exempt Interest Income Preparer's EIN XXXXXXXX Untaxed IRA Distributions Preparer's Signature XXXXXX Untaxed Portions of Pension Military or lergy Allowances OFFIE INFORMATION Veterans Noneducation Benefits Primary EF Type 9 Other Untaxed Income Secondary EF Type 9 Processed Date MM/DD/YY STEP FIVE (STUDENT HH) (Q95 Q102) Transaction Data Source/Type: Number Family Members 99 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Number in ollege 99 Source of orrection XXXXXXXXX Supplemental Security Income Benefits XXX Federal School Indicator SNAP Benefits XXX Override s: Free/Reduced Price Lunch Benefits XXX A: B: : G: J: K: N: W: TANF Benefits XXX 3: 12: 20: 21: WI Benefits XXX Assumption Override s: Student/Spouse a Dislocated Worker? XXX 1: 2: 3: 4: 5: 6: FAA INFORMATION PS Pushed ISIR Flag XXX Date ISIR Received MM/DD/YY s Met: 99,99,99,99,99,99,99 Verification Flag X Verification Tracking Flag XXXX Professional Judgment XXXXXX Dependency Override XXXXXXXXXXXXXXXXXXX Transaction Receipt Date MM/DD/YY ETI 9 Reprocessing XX orrection # Applied To 99 Processed Record Type X Application Receipt Date MM/DD/YY Pell Elig Flag X Intermediate Values Primary EF Secondary EF TI PA Mon Mon Mon Mon ATI AAI Mon Mon Mon Mon STX TS Mon Mon Mon Mon EA TP Mon Mon Mon Mon IPA P Mon Mon Mon Mon AI STI Mon Mon AI SATI DNW SI High School Flag X NW SDNW Student IRS Req Flag XX Student IRS Display Flag X APA SA Parent IRS Req Flag XX Parent IRS Display Flag X FTI Auto Zero EF Flag XXX ed Status hange Flag X Duplicate SSN Flag XXX EF hange Flag XXXXXXXX Verification Selection Flag X Address Only orrection X SNT Flag XXX Special ircumstance Flag X SAR hange Flag X Match Flags: SSN 9 SSA DHS SS N NSLDS 9 VA DHS Sec. onf. X Parent 1 SSN 9 DHS Verification # SS Registration Flag Parent 2 SSN 9 NSLDS Transaction Number 9 NSLDS Database Results Flag 9 DOD X s: 999,999,999,999,999,999 *=assumption h=highlight flag #=corrected this previous trans Page 3 of 6 October 2013 ( ) The ISIR Guide Appendix E E 4

119 Institutional Student Information Record Student ID XX 99 EF X Last Name XXXXXXXXXXXXXXXX READ, SIGN, AND DATE If you are the student, by signing this application you certify that you (1) will use federal and/or state student financial aid only to pay the cost of attending an institution of higher education, (2) are not in default on a federal student loan or have made satisfactory arrangements to repay it, (3) do not owe money back on a federal student grant or have made satisfactory arrangements to repay it,(4) will notify your college if you default on a federal student loan, and (5) will not receive a Federal Pell Grant from more than one college for the same period of time. If you are the parent or the student, by signing this application you certify that all of the information you provided is true and complete to the best of your knowledge and you agree, if asked, to provide information that will verify the accuracy of your completed form. This information may include U.S. or state income tax forms that you filed or are required to file. Also, you certify that you understand that the Secretary of Education has the authority to verify information reported on this application with the Internal Revenue Service and other federal agencies. If you sign any document related to the federal student aid programs electronically using a Personal Identification Number (PIN), you certify that you are the person identified by the PIN and have not disclosed that PIN to anyone else. If you purposely give false or misleading information, you may be fined $20,000, sent to prison, or both. Everyone whose information is given on this form should sign below. The student (and at least one parent, if parent information is given) MUST sign below. Student Date: Parent Date: Page 4 of 6 October 2013 ( ) The ISIR Guide Appendix E E 5

120 Institutional Student Information Record XXXXXXXXXXXX XXXXXXXXXXXXXXXX YY-YY NSLDS FINANIAL AID HISTORY Processed: MM/DD/YY This page contains your previous financial aid information, which is contained in the National Student Loan Data System (NSLDS). Your Financial Aid Administrator will use it to determine your eligibility. ***************************************************************************************** #Discharged #Fraud #Defaulted #Loan Sat. #Active #Post Screening #TEAH Loan Flag:Y Loans:Y Loans:Y Repayment:Y Bnkrptcy:N Reason: 99,99,99 Loan:Y Unusual Enrollment History: X #Overpayment: ontact: LEU % Lifetime AG: Limit Flag Pell: X XXXXXXXXXXXXX % X N.SMART: X TEAH: X Iraq and Afghanistan Service Grant: X FSEOG: X Perkins: ***************************************************************************************** Subsidized Usage Limit Applies Flag: Y Subsidized Loan Eligibility Used: Aggregate Amounts: Outstanding Pending Total: #FFEL/Direct Loans: Prin. Bal.: Disb(s): Subsidized Loans: $999,999 $999,999 $999,999 Unsubsidized Loans: $999,999 $999,999 $999,999 TEAH Loans: $999,999 $999,999 ombined Loans: $999,999 $999,999 $999,999 Unallocated onsolidation Loans: $999,999 $999,999 #Perkins Loans: Outstanding Principal Bal.: $999,999 urrent Year Loan Amount: $999,999 TEAH Grants: Undergrad/Post Bacc Disb Amount:$999,999 Grad Disbursement Amount: $999,999 ***************************************************************************************** #Pell Payment Data: Sch.: Tran: 99 Sch.Amt:$9,999 Award Amt:$9999 Disb.Amt:$999,999 AEI: X % Sch Awd Used by Award Yr: As Of: MM/DD/YY Pell Verification Flag: X EF:99999 Access NSLDS for additional Pell Data. ***************************************************************************************** #AG Payment Data: Sch.: Tran: Sched. Award:$9,999 Award Amt:$9,999 Disb.Amt:$999,999 % Elig. Used by Sched. Award: Tot. % Elig. Used by Acad. Yr. Level: Awd Yr:9999 As Of: MM/DD/YY Academic Yr. Level: 9 Elig: 99 HS Prog: XX9999 Sequence: 999 Access NSLDS for additional AG Data. ***************************************************************************************** #National SMART Payment Data: Sch.: Tran: Sched. Award:$999,999 Award Amt:$ 9,999 Disb.Amt:$ 999,999 % Elig. Used by Sched. Award: Tot. % Elig. Used by Acad. Yr. Level: Awd Yr:9999 As Of: MM/DD/YYYY Academic Yr. Level: 9 IP: Sequence: 999 Access NSLDS for additional National SMART Data. ***************************************************************************************** #TEAH Payment Data: Sch.: Tran: 99 Sched. Award:$9,999 Award Amt:$9,999 Disb.Amt:$ 9,999 Awd Yr:9999 As Of: MM/DD/YY Grade Level: 9 Loan onv Flag: X Sequence: 999 Access NSLDS for additional TEAH Grant Data. ***************************************************************************************** Loan Detail: Net Loan Begin End GA School Grade ontact Amount Date Date Level /Type Additional Loan apitalized Date of Amt of Unsub Type Interest Last Disb Last #FFEL Stafford Subsidized $999,999 MM/DD/YY MM/DD/YY XXX XXXXXXXX/999 XXXXXXXXXXX XXXXXXXXX XXX MM/DD/YY $9,999 Status RP as of MM/DD/YY Outstanding Bal. $999,999 as of MM/DD/YY Page 5 of XX 99 October 2013 ( ) The ISIR Guide Appendix E E 6

121 Institutional Student Information Record XXXXXXXXXXXX XXXXXXXXXXXXXXXX YY-YY NSLDS FINANIAL AID HISTORY Processed: MM/DD/YY This page contains your previous financial aid information, which is contained in the National Student Loan Data System (NSLDS). Your Financial Aid Administrator will use it to determine your eligibility. ***************************************************************************************** Loan Detail: Net Loan Begin End GA School Grade ontact Amount Date Date Level /Type Additional Loan apitalized Date of Amt of Unsub Type Interest Last Disb Last #FFEL Stafford Unsubsidized $999,999 MM/DD/YY MM/DD/YY XXX XXXXXXXX/999 XXXXXXXXXXX XXXXXX XXX MM/DD/YY $9,999 Status RP as of MM/DD/YY Outstanding Bal. $999,999 as of MM/DD/YY FFEL Stafford Subsidized $999,999 MM/DD/YY MM/DD/YY XXX XXXXXXXX/999 XXXXXXXXXX Status DU as of MM/DD/YY Outstanding Bal. $999,999 as of MM/DD/YY FFEL Stafford Subsidized $999,999 MM/DD/YY MM/DD/YY XXX XXXXXXXX Status DU as of MM/DD/YY 999 Outstanding Bal. $999,999 as of MM/DD/YY FFEL Stafford Subsidized $999,999 MM/DD/YY MM/DD/YY XXX XXXXXXXX Status RP as of MM/DD/YY 999 Outstanding Bal. $999,999 as of MM/DD/YY FFEL Stafford Subsidized $999,999 MM/DD/YY MM/DD/YY XXX XXXXXXXX Status ID as of MM/DD/YY 999 Outstanding Bal. $999,999 as of MM/DD/YY MPN/Loan Limit Information Direct Loan Subsidized/Unsubsidized MPN: XXXXXXXXXXXXXXX Direct Loan PLUS MPN: XXXXXXXXXXXXXXX Direct Loan Grad PLUS MPN: XXXXXXXXXXXXXXX Undergraduate Subsidized Loan Limit Flag: XXXXXXXXXXXXXXX Undergraduate ombined Loan Limit Flag: XXXXXXXXXXXXXXX Graduate Subsidized Loan Limit Flag: XXXXXXXXXXXXXXX Graduate ombined Loan Limit Flag: XXXXXXXXXXXXXXX Page 6 of XX 99 October 2013 ( ) The ISIR Guide Appendix E E 7

122 ompanion to the EDE Technical Reference SAR s and Text U.S. Department of Education

123 Table of ontents TABLE OF ONTENTS... I SAR OMMENT ODES AND TEXT... 2 Overview... 2 How do the comment codes and text work?... 2 How do I use the SAR Text table?... 2 Where can I find more information about ISIRs?... 2 hanges to the s... 3 SAR hanges... 3 SAR hanges SAR Text... 5 Database Match Results How to Use the harts Selective Service Match Selective Service Registration DHS Primary Verification Match DHS Secondary onfirmation Match Social Security Administration itizenship Status Match Student s Social Security Number Match Parent s Social Security Number Match Department of Veterans Affairs Veteran Status Match National Student Loan Data System (NSLDS) Match National Student Loan Data System (NSLDS) Unusual Enrollment History Flag National Student Loan Data System (NSLDS) Fraud Loan Flag Department of Defense (DOD) Match Drug Abuse Hold Drug onviction Question Verification Selection Edits APPENDIX... 1 Overview... 1 March 2014 hange Page Tracking Log... 2 March 2014 ( ) SAR s and Text i

124 SAR s and Text Overview The SAR s and Text document serves as a standalone guide, as well as a companion to the Electronic Data Exchange (EDE) Technical Reference. Refer to this document for information on the Student Aid Report (SAR) comment codes and text. We have not included the Web versions of the SAR comment text in this guide, because they are very similar to the SAR comment text. (See the Reminder on page 3 for one exception.) The only differences are wording changes that make the comments relevant to the Web version of the SAR rather than to the paper form or printed (electronic) Institutional Student Information Record (ISIR). For example, the text for a SAR comment code may describe printed information, whereas the equivalent Web comment code describes a Web page displaying the information. How do the comment codes and text work? The entral Processing System (PS) adds comment codes and text to the student s transaction to provide information to the student and to you about the student s processed Free Application for Federal Student Aid (FAFSA). The comment codes and text are printed on paper SARs and on ISIRs printed from EDExpress for Windows or other financial aid software you may use. Each comment code is three digits in length and can be found in positions 2866 to 2925 in the ISIR file. March 2014 ( ) SAR s and Text ii

125 How do I use the SAR Text table? The SAR Text table includes the following information: olumn 1, SAR : This column lists the comment codes numerically. olumn 2, SAR Text Definition: This column contains the text that is printed on SARs and on printed ISIRs. olumn 3, hanges: This column describes changes to the comment text. olumn 4, the : This column describes the reason or conditions that caused this comment to appear in the student s record. olumn 5, : This column indicates whether a code is set. The PS typically generates a code when database match results require resolution by the school. The PS also generates a code if an applicant s response to the FAFSA drug question (question 23) requires resolution or financial aid administrator action. olumn 6, : This column indicates a reject number or letter if a reject code is associated with a comment code. olumn 7, : The final column describes actions needed to resolve the flag or reject associated with the comment. Note: The resolution information is provided for you to use as a quick reference. The Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility contains detailed information about student eligibility and the action needed to resolve discrepancies found in the data matches. The handbook is located on the U.S. Department of Education s Information for Financial Aid Professionals (IFAP) Web site, located at ifap.ed.gov. Where can I find more information about ISIRs? The ISIR Guide is designed to assist financial aid administrators with interpreting student information from ISIRs. The ISIR Guide is available on the IFAP Web site, as well as on the Federal Student Aid Download (FSAdownload) Web site, located at fsadownload.ed.gov. March 2014 ( ) SAR s and Text 2

126 hanges to the s SAR hanges You can review the changes to the comments in the hanges column of the following table. A summary of these changes is also provided in the Summary of hanges for the Application Processing System guide, posted later this fall on the IFAP and FSAdownload Web sites. s with the first line indented are printed in the s About Your Information section on the SAR. s that are left-justified are printed with a checkbox in front of the comment and are printed in the What You Must Do Now section. Reminder: As part of the SAR Redesign process, we removed the text for comment codes 047, 050, 112, 149, 158, 159, 170, and 171 from the paper SAR comments section on page three and instead present the information contained in these comments as variable text in the appropriate section on the first page. Text associated with these comment codes is only displayed on the Web; the text is not displayed in the EDExpress software and is not printed on the EDExpress ISIR. Note, however, that the comment code numbers are included in the ISIR file and appear in the FAA Information section of the printed ISIR. Schools using EDExpress still have the ability to query their databases using these comment code numbers. When viewing or printing an ISIR using FAA Access to PS Online, or when a student is viewing or printing his or her SAR information on the Web, the text for the affected comments is printed. ISIRs printed from third-party software may not print the text for these comments, depending on how the software was programmed. We recommend consulting with your software vendor for more information. Note for users of this guide: To assist you when reviewing a SAR or ISIR that contains these comment codes, we have provided the text for the Web comments in this guide. If the comment text is preceded with text referring to the Web, the comment text is printed on the ISIR from FAA Access to PS Online and is displayed to the student on the Web. In some cases, the text that was removed from the EDExpress software is the same as the Web text, and we note that where appropriate. In other cases, the text varies slightly from the Web version. We have also provided the SAR/ISIR text that was removed from EDExpress. Schools using their own software and third-party software providers may, at their discretion, program their systems to include the text on printed ISIRs. See the March 20, 2008 electronic announcement regarding this change on the IFAP Web site. March 2014 ( ) SAR s and Text 3

127 hanges The SAR code is set on a student s record based on his or her eligibility conditions. The following is a complete list of comments that are associated with the SAR code: 10, 20, 30, 33, 38, 39, 41, 42, 43, 46, 53, 54, 56, 57, 58, 63, 64, 65, 66, 67, 77, 79, 86, 90, 100, 101, 102, 105, 107, 109, 115, 116, 124, 132, 133, 134, 135, 136, 138, 141, 142, 144, 146, 162, 173, 180, 240, 241, 242, 243, 244, 246, 254, 255, 256, 260, 261, 262, 263, 264, 265, 266, 289, 290, 291, 292, 293, 294, 309, 310, 311, 312, 313, 314, 346, 347, 359, and 360. Note: There are no changes to comments associated with the SAR code for s that generate the -Flag are arranged by the areas that the comments are associated with: Selective Service Match: 30, 33, and 57 DHS Match: 46, 105, 109, 141, 142, and 144 Social Security Administration itizenship Status: 146 Student s Social Security Number Match: 63 and 64 Veterans Affairs Status Match: 162, 173, and 180 NSLDS: 10, 20, 38, 39, 41, 42, 43, 65, 66, 67, 77, 79, 86, 90, 100, 101, 102, 107, 115, 116, 124, 132, 133, 134, 135, 136, 138, 240 to 244, 246, 254 to 256, 260 to 266, 289 to 294, 309 to 314, 346, 347, 359, and 360 Potential Pell Overpayment: 20, 38, 39, 41, 42, 43, 346, and 347 Potential FSEOG Overpayment: 10, 65, 66, 67, 77, and 79 Potential Perkins Overpayment: 86, 90, 100, 101, 102, and 107 Potential AG Overpayment: 240, 241, 242, 243, 244, and 246 Potential National SMART Grant Overpayment: 261, 262, 263, 264, 265, and 266 Potential TEAH Grant Overpayment: 289, 290, 291, 292, 293, and 294 Potential Iraq and Afghanistan Service Grant Overpayment: 309, 310, 311, 312, 313, and 314 Unusual Enrollment History: 359 and 360 Responses to Question 23/Drug onviction: 53, 54, 56, and 58 Note: In rare cases, the -Flag is provided on an ISIR/SAR without a corresponding comment. This happens only if the applicant receives an excessive number of comments (including -Flag comments) and some of the comments must be suppressed so that a SAR/ISIR can be generated. March 2014 ( ) SAR s and Text 4

128 SAR Text SAR SAR Text Definition hanges 001 WHAT YOU MUST DO NOW (Use the checklist below to make sure that all of your issues are resolved.) Heading 002 This SAR reflects your Financial Aid Administrator s use of professional judgment. Professional Judgment with college change 003 This SAR shows corrections to information that we previously entered incorrectly. Data entry error corrected 004 This SAR has been produced due to a change in your financial aid history information in the National Student Loan Data System (NSLDS) that may affect your eligibility for federal student aid. System generated for NSLDS change 005 We are unable to read all of the information on your FAFSA or SAR because it was damaged. Please review all of the items on this SAR and make any corrections as needed. Special handled for damaged document 006 If you need to make corrections to your information, you may either make them online at or by using this SAR. You must use your Federal Student Aid PIN to access your record online. If you need additional help with your SAR, contact your school s financial aid office or visit and click the Help icon on the FAFSA home page. If your mailing address or address changes, you can make the correction online or send in the correction on your SAR. General instructions March 2014 ( ) SAR s and Text 5

129 SAR Text Definition hanges 007 We previously indicated that your father s date of birth in Item 64 does not match his date of birth in the Social Security Administration s (SSA) records for his Social Security Number (SSN). If his SSN (Item 61) or date of birth is incorrect, you need to make a correction. If his SSN and date of birth are correct, your father should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting Reworded first sentence and updated item numbers Father s SSN Match Flag = 2 (SSN and name match, no DOB match) and Mother s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Father reaffirmed that SSA s invalid DOB is correct Mother does not have a full match S verified No resolution required. A correction was made to reaffirm the father s date of birth. However, SSA records have not changed. The PS will suppress the reject S. If the father s DOB is correct, the father should contact SSA to update its records. orrect mother s data elements as appropriate to achieve full match. March 2014 ( ) SAR s and Text 6

130 SAR Text Definition hanges 008 We previously indicated that your mother s date of birth in Item 68 does not match her date of birth in the Social Security Administration s (SSA) records for her Social Security Number (SSN). If her SSN (Item 65) or date of birth is incorrect, you need to make a correction. If her SSN and date of birth are correct, your mother should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting Reworded first sentence and updated item numbers Mother s SSN Match Flag = 2 (SSN and name match, no DOB match) and Father s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Mother reaffirmed that SSA s invalid DOB is correct Father does not have a full match T verified No resolution required. A correction was made to reaffirm the mother s date of birth. However, SSA records have not changed. The PS will suppress the reject T. If the mother s DOB is correct, the mother should contact SSA to update its records. orrect father s data elements as appropriate to achieve full match. March 2014 ( ) SAR s and Text 7

131 SAR Text Definition hanges 009 We cannot process your FAFSA because of issues related to the Anti-Drug Abuse Act of To address these issues, you must contact us by telephone at within 30 days from the date of this letter. The Department of Justice has placed a hold on the student 19 Student needs to call to resolve this issue. Note: No match flag values are associated with hold files. The Anti-Drug Abuse Act of 1988 includes provisions that authorize federal and state judges to deny certain federal benefits, including student aid, to persons convicted of drug trafficking or possession. The PS maintains a hold file of those who have received such a judgment, and it checks applicants against that file to determine if they should be denied aid. This is separate from the check for a drug conviction via question 23; confirmation of a student in the drug abuse hold file will produce a rejected application and a separate comment from those associated with responses to question For additional information about your FSEOG overpayment, your Financial Aid Administrator must access NSLDS. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for FSEOG overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. March 2014 ( ) SAR s and Text 8

132 SAR Text Definition hanges 011 The Social Security Administration (SSA) did not confirm the Social Security Number (SSN) you reported for your father in Item 61. If you believe that the SSN you reported is correct, your father must contact the SSA. The SSA can be contacted by calling or by visiting If the SSN is incorrect, you must make the necessary correction. Updated item number Father s SSN Match Flag = 1 (no SSN match) or 6 (SSN not verified) and Mother s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Father s SSN invalid at SSA or not verified Mother s match results indicate an invalid SSN, no match on name, or no match on DOB Neither parent has a full match of 4 6 orrect the SSN for the father. Also review and correct the name and/or Date of Birth for mother and/or father to achieve a full match for at least one parent. If documentation confirms that the father does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 9

133 SAR Text Definition hanges 012 The Social Security Administration (SSA) did not confirm the Social Security Number (SSN) you reported for your mother in Item 65. If you believe that the SSN you reported is correct, your mother must contact the SSA. The SSA can be contacted by calling or by visiting If the SSN is incorrect, you must make the necessary correction. Updated item number Mother s SSN Match Flag = 1 (no SSN match) or 6 (SSN not verified) and Father s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Mother s SSN invalid at SSA or not verified Father s match results indicate an invalid SSN, no match on name, or no match on DOB Neither parent has a full match of 4 7 orrect the SSN for the mother. Also review and correct the name and/or Date of Birth for mother and/or father to achieve a full match for at least one parent. If documentation confirms that the mother does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 10

134 SAR Text Definition hanges 013 You cannot change your Social Security Number (SSN) (Item 8). The Social Security Administration has already confirmed that this SSN belongs to you. No additional SSN match conducted Applicant tried to change SSN after SSA verified the reported SSN was correct No resolution required. This occurs on correction transactions only. If student used the wrong SSN, yet his or her name, date of birth, and SSN were confirmed by SSA on the previous transaction, contact ED s orrection Application oordinator at (319) for further instructions. These cases usually arise when spouses or siblings with similar names use each other s SSNs by mistake. These cases must be resolved. 014 The Social Security Administration (SSA) confirmed the Social Security Number (SSN) you reported for your mother on your FAFSA, but did not confirm the SSN you reported for your father (Item 61). If you believe that the SSN you reported for your father is correct, your father should contact the SSA. The SSA can be contacted by calling or by visiting If the SSN is incorrect, you need to make the necessary correction. Updated item number Father s SSN Match Flag = 1 (no SSN match) or 6 (SSN not verified) and Mother s SSN Match Flag = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Father s SSN invalid at SSA or not verified Mother has a full match No resolution required. orrect Father s SSN to achieve a full match. If documentation confirms that the father does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 11

135 SAR Text Definition hanges 015 The Social Security Administration (SSA) confirmed the Social Security Number (SSN) you reported for your father on your FAFSA, but did not confirm the SSN you reported for your mother (Item 65). If you believe that the SSN you reported for your mother is correct, your mother should contact the SSA. The SSA can be contacted by calling or by visiting If the SSN is incorrect, you need to make the necessary correction. Updated item number Mother s SSN Match Flag = 1 (no SSN match) or 6 (SSN not verified) and Father s SSN Match Flag = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Mother s SSN invalid at SSA or not verified Father has a full match No resolution required. orrect Mother s SSN to achieve a full match. If documentation confirms that the mother does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 12

136 SAR Text Definition hanges 016 Your father s date of birth as reported on your FAFSA does not match his date of birth in the Social Security Administration s (SSA) records for his Social Security Number (SSN). Therefore, you must correct his SSN (Item 61) or his date of birth (Item 64). If his date of birth is correct, you must confirm it by re-entering it in Item 64. If you confirm your father s date of birth, your father should also contact the SSA to make sure they correct it in their records. The SSA can be contacted by calling or by visiting Updated item numbers Father s SSN Match Flag = 2 (SSN and name match, no DOB match) and Mother s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Father s Social Security Match, but no Date of Birth Match Mother does not have a full match S orrect the father s date of birth. If the father s date of birth is correct on the SAR/ISIR re-enter the same value to reaffirm that date of birth is correct. The PS will process the transaction without the reject. In addition, if the father s date of birth is correct, he should contact SSA to update its records. Records sent for rematching in future years would continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. orrect mother s data elements as appropriate to achieve a full match. If documentation confirms that the mother does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 13

137 SAR Text Definition hanges 017 Your mother s date of birth as reported on your FAFSA does not match her date of birth in the Social Security Administration s (SSA) records for her Social Security Number (SSN). Therefore, you must correct her SSN (Item 65) or her date of birth (Item 68). If her date of birth is correct, you must confirm it by reentering it in Item 68. If you confirm your mother s date of birth, your mother should also contact the SSA to make sure they correct it in their records. The SSA can be contacted by calling or by visiting Updated item numbers Mother s SSN Match Flag = 2 (SSN and name match, no DOB match) and Father s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Mother s Social Security Match, but no Date of Birth Match Father does not have a full match T orrect the mother s date of birth. If the mother s date of birth is correct on the SAR/ISIR, re-enter the same value to reaffirm that the date of birth is correct. The PS will process the transaction without the reject. In addition, if the mother s date of birth is correct, she should contact SSA to update its records. ISIR records sent for rematching in future years would continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. orrect father s data elements as appropriate to achieve a full match. If documentation confirms that the father does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. 018 You must provide your date of birth in Item 9. Missing or invalid Date of Birth 5 orrect the Date of Birth. March 2014 ( ) SAR s and Text 14

138 SAR Text Definition hanges 019 The date of birth you reported for your mother on your FAFSA matches the Social Security Administration s (SSA) records, but the date of birth you reported for your father does not match the SSA s records. Your father should review the date of birth in Item 64 and either confirm the date you have reported or make the necessary correction. Updated item number Father s SSN Match Flag = 2 (SSN and name match, no DOB match) and Mother s SSN Match Flag = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Father s DOB is invalid at SSA Mother has a full match No resolution required. orrect father s DOB to achieve a full match. 020 To resolve your Pell overpayment, your Financial Aid Administrator must access NSLDS for additional Pell overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Pell overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. March 2014 ( ) SAR s and Text 15

139 SAR Text Definition hanges 021 The date of birth you reported for your father on your FAFSA matches the Social Security Administration s (SSA) records, but the date of birth you reported for your mother does not match the SSA s records. Your mother should review the date of birth in Item 68 and either confirm the date you have reported or make the necessary correction. Updated item number Mother s SSN Match Flag = 2 (SSN and name match, no DOB match) and Father s SSN Match Flag = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Mother s DOB is invalid at SSA Father has a full match No resolution required. orrect mother s DOB to achieve a full match. March 2014 ( ) SAR s and Text 16

140 SAR Text Definition hanges 022 The name you reported for your father on your FAFSA does not match the Social Security Administration s (SSA) records. If the last name and first initial you reported in Items 62 and 63 are correct, contact the SSA. If they are incorrect, you need to make the necessary corrections. Updated item numbers Father s SSN Match Flag = 3 (SSN match, no name match) and Mother s SSN Match Flag = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Father s name is invalid at SSA Mother has a full match No resolution required. orrect father s name to achieve a full match. 023 not used March 2014 ( ) SAR s and Text 17

141 SAR Text Definition hanges 024 The Social Security Administration (SSA) did not confirm that the Social Security Number (SSN) you reported on your FAFSA is correct, and also could not confirm your U.S. citizenship. If you believe that the SSN you reported in Item 8 is correct, contact the SSA by calling or by visiting If the SSN is incorrect, you must correct the SSN on a paper SAR or submit a new FAFSA online with the correct SSN. SSN match conducted SSN Match Flag = 1 (no match on SSN, SSN invalid) or 6 (SSN not verified) Student s Social Security Number is not matched with the SSA database 18 orrect the SSN. If the SSN is correct, contact the SSA to fix the error in their records. Then re-enter SSN and submit as a correction for an updated SSA Match. ISIR records sent for rematching will continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. If the SSN is incorrect, the student can correct the SSN on the SAR/ISIR. If this is done, the student s original SAR ID [the ID that is used (with the incorrect SSN) to access the SAR/ISIR] will not change, but the current SSN reported in question 8 will be changed to reflect the corrected SSN. Alternatively, the applicant can file a new FAFSA under the correct SSN. This FAFSA will be treated as an original application and will be sent through all of the matches as if another FAFSA was never completed. The SAR ID will be the same as the SSN reported on this application. March 2014 ( ) SAR s and Text 18

142 SAR Text Definition hanges 025 The name you reported for your mother on your FAFSA does not match the Social Security Administration s (SSA) records. If the last name and first initial you reported in Items 66 and 67 are correct, contact the SSA. If they are incorrect, you need to make the necessary corrections. Updated item numbers Mother s SSN Match Flag = 3 (SSN match, no name match) and Father s SSN Match Flag = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Mother s name is invalid at SSA Father has a full match No resolution required. orrect mother s name to achieve a full match. 026 If you want to register with Selective Service, you can register by doing one of the following: (1) answer Male to Item 21 and Register Me to Item 22 on this SAR, (2) complete a Selective Service registration form at your local post office, or (3) register online at Selective Service will not process your registration until 30 days before your 18th birthday. Selective Service Match Flag = T (temporarily exempt) Student is within 45 days of his 18th birthday Applicant is temporarily exempt because he is not yet 18 years old No resolution required. An update is not required during the year. March 2014 ( ) SAR s and Text 19

143 SAR Text Definition hanges 027 According to the Social Security Administration, the Social Security Number you provided for your father in Item 61 belongs to a deceased person. Please review your answer to Item 61 and make a correction if necessary. Updated item numbers Father s SSN Match Flag = 5 (SSN, name, and DOB match with date of death) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) A successful match has been made to a deceased person s record on the SSA database for father No resolution required. If the father s identifiers are correct, the father should contact SSA to fix their records. After SSA corrects its records, the father can re-enter the name and submit it as a SAR/ISIR correction for an updated match flag. 028 We have forwarded your name to Selective Service for registration, as you requested. They will process your registration request 30 days prior to your 18th birthday. Selective Service Registration Flag = T (temporarily exempt) Registration conducted No resolution required. Student s information forwarded to Selective Service for registration as requested on application or SAR. Registration will be processed by Selective Service 30 days before the applicant s 18th birthday. March 2014 ( ) SAR s and Text 20

144 SAR Text Definition hanges 029 According to the Social Security Administration, the Social Security Number you provided for your mother in Item 65 belongs to a deceased person. Please review your answer to Item 65 and make a correction if necessary. Updated item numbers Mother s SSN Match Flag = 5 (SSN, name, and DOB match with date of death) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) A successful match has been made to a deceased person s record on the SSA database for mother No resolution required. If the mother s identifiers are correct, the mother should contact SSA to fix their records. After SSA corrects its records, the mother can re-enter the name and submit it as a SAR/ISIR correction for an updated match flag. March 2014 ( ) SAR s and Text 21

145 SAR Text Definition hanges 030 The Selective Service reported that you have not registered with them. If you are female or were born before 1960, registration is not required. Otherwise, if you are not yet registered, are male, and are 18 through 25 years of age, to receive aid you must do one of the following: (1) answer Male to Item 21 and Register Me to Item 22 on this SAR, (2) complete a Selective Service registration form at your local post office, or (3) register online at If you believe you have already registered or are exempt, please check the Selective Service Web site at select registration info and then Who Must Register?. If you have documentation proving an exemption, submit it to your school to save time. ontact the Selective Service at only after reviewing the SSS Web site information. Selective Service Match Flag = N (registration status not confirmed) The applicant is not in the Selective Service database Y Assist student to meet Selective Service eligibility requirements, student must: Register with Selective Service, present appropriate confirmation (for example, his Selective Service Registration Acknowledgement or his letter of registration) that he is registered, or Qualify for a waiver or exemption. Request documentation from a noncitizen who first entered the U.S. after he or she turned 26, or who entered the U.S. as a lawful nonimmigrant on a valid visa and remained in the U.S. on the terms of that visa until after turning 26. A letter from Selective Service is not required if the student s documentation supports an exemption. More information regarding exemptions is available at (select registration info and then Who Must Register? ) and in the Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility, chapter We have forwarded your name to Selective Service for registration, as you requested. Selective Service Registration Flag = Y (registration completed) Registration conducted No resolution required. Forwarded student s information to Selective Service for registration as requested on application or SAR. March 2014 ( ) SAR s and Text 22

146 SAR Text Definition hanges 032 The number you have reported for your parents number of family members is significantly different than the number you reported on your FAFSA last year. Review Item 73 and make a correction if necessary. Updated item number ross year edit parents number of family members 033 We could not send your name to Selective Service as you requested because you did not give us enough information, you are outside the age range for registration, or you did not sign your form. If you are male and at least 18 but not yet 26, to receive aid you must do one of the following: (1) answer Male to Item 21 and Register Me to Item 22 on this SAR and also provide information for Items 1, 2, and 9, (2) complete a Selective Service registration form at your local post office, or (3) register online at If you are a male who is age 26 or older, you must check the Selective Service Web site at Select registration info and then Who Must Register? for more information. ontact the Selective Service at only after reviewing the SSS Web site information. You must resolve your registration status before you can receive federal student aid. You are exempt from registering if born before Selective Service registration not sent Selective Service Match Flag = blank (record not sent to Selective Service) Applicant requested that ED send name to Selective Service for registration, but applicant is not within age range or some information needed to register him is missing Y If student is between the ages of 18 and 25, help student make corrections to his SAR/ISIR and submit corrections for processing. If the information needed to register the student is present, student s name will be sent to Selective Service. Review subsequent SAR/ISIR for updated registration flag. If student is over the age of 26 and has not yet registered, student must obtain documentation from Selective Service regarding his registration status. Determine if the student is exempt from registering or is eligible for a waiver of the registration requirement. If student did not register by the age of 26 and is not exempt or waived from the registration requirement, student may not be eligible for aid. More information regarding exemptions is available at (select registration info and then Who Must Register? ) and in the Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility, chapter 5. March 2014 ( ) SAR s and Text 23

147 SAR Text Definition hanges 034 The number you have reported for your parents number of family members in college is significantly greater than the number you reported on your FAFSA last year. Review Item 74 and make a correction if necessary. 035 The amount you have reported for your parents income is significantly less than the amount you reported on your FAFSA last year. Review Items 85, 88, 89, and 94a through 94i and make the necessary corrections. 036 The amount you have reported for your parents income taxes paid is significantly greater than the amount you reported on your FAFSA last year. Review Item 86 and make a correction if necessary. 037 ertain post-baccalaureate students enrolled in teaching credential programs may be eligible for a Federal Pell Grant. Updated item number Updated item numbers Updated item number ross year edit parents number in college ross year edit parents total income ross year edit parents taxes paid Graduate student in teaching credential program 038 To resolve your Federal Pell Grant overpayment, your Financial Aid Administrator must contact the school associated with the Pell overpayment. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Pell overpayment Y The financial aid administrator should help the student resolve the overpayment by contacting the school associated with the overpayment. March 2014 ( ) SAR s and Text 24

148 SAR Text Definition hanges 039 To resolve your Federal Pell Grant overpayments, your Financial Aid Administrator must access NSLDS for additional Pell overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Pell overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. 040 Your father s name as reported on your FAFSA does not match the name in the Social Security Administration s (SSA) records for his Social Security Number (SSN). Therefore, you must correct his SSN (Item 61) or his name (Items 62 and 63). If his name is correct, you must confirm it by re-entering both his last name and first name initial in Items 62 and 63. If you confirm your father s name, your father should also contact the SSA to make sure they correct it in their records. The SSA can be contacted by calling or by visiting Updated item numbers Father s SSN Match Flag = 3 (SSN match, no name match) and Mother s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Father s SSN match, but no name match E orrect the father s name. If the father s name is correct, re-enter the same value to reaffirm that the name is correct. The PS will process the transaction without the reject. In addition, if the father s name is correct, he should contact SSA to update its records. Records that are sent for rematching in future years would continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. orrect mother s data elements as appropriate to achieve full match. If documentation confirms that the mother does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 25

149 SAR Text Definition hanges 041 To resolve your Federal Pell Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) Y Applicant needs to contact the agency listed to resolve the overpayment. NSLDS Match Flag = 3 (overpayment) Flagged for Pell overpayment 042 To resolve your Federal Pell Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) Y Applicant needs to contact the agency listed to resolve the overpayment. NSLDS Match Flag = 3 (overpayment) Flagged for Pell overpayment 043 To resolve your Federal Pell Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y Applicant needs to contact the agency listed to resolve the overpayment. Flagged for Pell overpayment March 2014 ( ) SAR s and Text 26

150 SAR Text Definition hanges 044 We previously indicated that your father s name as reported on your FAFSA does not match the name in the Social Security Administration s (SSA) records for his Social Security Number (SSN). If his SSN (Item 61) or name (Items 62 or 63) are incorrect, you need to make the necessary corrections. If his SSN and name are correct, your father should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting Reworded first sentence and updated item numbers Father s SSN Match Flag = 3 (SSN match, no name match) and Mother s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) E verified Father s name is still inconsistent with SSA records No resolution required. A correction was made to reaffirm the father s name. However, SSA records have not changed. The PS will suppress the reject E. If the father s name is correct, the father should contact SSA to update its records. orrect mother s data elements as appropriate to achieve full match. If documentation confirms that the mother does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. 045 You reported a Social Security Number (SSN) for both your father and mother (Items 61 and 65) but also reported that their marital status is not married (Item 59). You should only report the SSN for the parent or stepparent whose financial information is reported on your FAFSA. Updated item numbers Parent s marital status is not = 1 (married or remarried) or 5, (Unmarried and both parents living together) and SSNs are provided for both the father and the mother No resolution required. Either correct parent marital status or eliminate the appropriate parent SSN information. March 2014 ( ) SAR s and Text 27

151 SAR Text Definition hanges 046 The United States itizenship and Immigration Services (USIS) of the Department of Homeland Security did not confirm that you are a noncitizen (Item 14) in an immigration status associated with the requirements of eligibility for the financial assistance for which you have applied. You must submit proof to your school that you are in the required noncitizen immigration status. If you do not submit proof within 30 days, or longer if your school allows, you may not be eligible for federal student aid. DHS Secondary Match Flag = N (DHS did not confirm eligible noncitizen status) DHS did not confirm eligibility during secondary confirmation Y You must begin paper (G-845) Secondary onfirmation process. See the Electronic Announcements section of the IFAP Web site, for the most recent G- 845 form and mailing addresses. Also, see the Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility, hapter 2: itizenship. If the requested documentation includes an HHS Eligibility or ertification letter and/or the student provides a copy of a T- visa, follow the instructions in G-845 form and mailing addresses and Dear olleague Letter GEN 06-09, in lieu of completing and submitting the G-845 form. March 2014 ( ) SAR s and Text 28

152 SAR Text Definition hanges 047 This text is for the Web. There are issues with your FAFSA information that need to be resolved before your eligibility can be determined. Be sure to review the items marked with an h and make any corrections if necessary by clicking Make FAFSA orrections on the My FAFSA page. text is not printed on the SAR or ISIR from EDExpress Dependent rejected record general instructions (Web only) If this comment code is included in the comment codes listed on the SAR/ISIR, a similar message will print on the first page of the SAR. There are issues with your FAFSA information that need to be resolved before your eligibility can be determined. Read this letter carefully and review any items printed in bold type on this SAR. If you need to make corrections on this SAR, you and your parent must sign the certification at the end before you send it back to us. 048 You have reported a Social Security Number for your parent (Item 61 or 65) that is the same as yours. Please review this item. Updated item numbers Parent SSN same as student s SSN No resolution required. If documentation confirms that the mother or father does not have an SSN, enter all zeros in appropriate parent s SSN field and/or confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 29

153 SAR Text Definition hanges 049 You must report a valid Social Security Number (SSN), name, and date of birth for your father or mother. If your parent does not have an SSN, you must correct Item 61 and/or Item 65 to all zeroes. Updated item numbers Match with SSA was not conducted on either parent and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Dependent student and one of SSN, Last Name, or Date of Birth is missing for both parents 9 orrect the SSN, name, and/or Date of Birth for mother and/or father to achieve a full match for at least one parent. If parents do not have an SSN, provide zeros or confirm by re-entering the zeros. 050 This text is for the Web. There are issues with your FAFSA information that need to be resolved before your eligibility can be determined. arefully review any items marked with an h. If you need to make corrections, click Make FAFSA orrections on the My FAFSA page. text is not printed on the SAR or ISIR from EDExpress Independent rejected record general instructions (Web only) If this comment code is included in the comment codes listed on the SAR/ISIR, a similar message will print on the first page of the SAR. There are issues with your FAFSA information that need to be resolved before your eligibility can be determined. Read this letter carefully and review any items printed in bold type on this SAR. If you need to make corrections on this SAR, you must sign the certification at the end before you send it back to us. March 2014 ( ) SAR s and Text 30

154 SAR Text Definition hanges 051 Your mother s name as reported on your FAFSA does not match the name in the Social Security Administration s (SSA) records for her Social Security Number (SSN). Therefore, you must correct her SSN (Item 65) or her name (Items 66 and 67). If her name is correct, you must confirm it by re-entering both her last name and first name initial in Items 66 and 67. If you confirm your mother s name, your mother should also contact the SSA to make sure they correct it in their records. The SSA can be contacted by calling or by visiting Updated item numbers Mother s SSN Match Flag = 3 (SSN match, no name match) and Father s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Mother s SSN match, but no name match F orrect the mother s name. If the mother s name is correct, re-enter the same value to reaffirm that the name is correct. The PS will process the transaction without the reject. In addition, if the mother s name is correct, she should contact SSA to update its records. ISIR records that are sent for rematching in future years would continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. orrect father s data elements as appropriate to achieve full match. If documentation confirms that the father does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 31

155 SAR Text Definition hanges 052 Your answer to Item 23 has changed since you filed your initial FAFSA. Please review this item. Applicant s made a correction to his or her drug conviction question responses from Yes (Part Year) or Yes/ Don t Know to No No resolution required. 053 You left Item 23 blank. Your failure to provide an answer to this question makes you ineligible to receive federal student aid. Either indicate that you have not been convicted of possessing or selling illegal drugs for an offense that occurred while you were receiving federal student aid (such as grants, loans, and workstudy), or use the enclosed worksheet to determine your answer to this question. You can answer Item 23 on your SAR or you can correct this item by calling FED-AID ( ) or by going to Please understand that a drug conviction does not necessarily disqualify you from receiving student aid. Applicant left drug conviction question blank Y Applicant is not eligible for federal aid if this response is left blank. A correction to provide a response must be made by following the directions provided in the comment text. 054 You reported a 2 in response to Item 23. This indicates that you are ineligible for federal student aid for part of the school year. The period of ineligibility resulting from your drug-related conviction(s) ends on or after July 1, You should contact your Financial Aid Administrator after July 1, 2014 so that he or she can determine if you may receive federal funds during the award year. Updated year references Applicant s response to drug conviction question was 2 Yes (Part Year) Y Applicant is not eligible for federal aid until ineligibility period expires between July 1, 2014, and June 30, March 2014 ( ) SAR s and Text 32

156 SAR Text Definition hanges 055 Your denial of benefits under the Anti-Drug Abuse Act of 1988 has been resolved and processing of your FAFSA may continue. Released from drug abuse hold file No resolution required. Note: No match flag values are associated with hold files. Hold files are maintained at the PS and not at an outside matching agency. 056 You reported in Item 23 that you have been convicted of an illegal drug offense. Use the enclosed worksheet to determine if your conviction(s) affect your eligibility for federal student aid. If you determine that your conviction(s) do not affect your eligibility for federal student aid, or affect it for only part of the school year, you must correct Item 23. You can change your answer by using your SAR or you can correct this item or get additional help with this question by calling FED-AID ( ). Updated year reference Applicant s response to drug conviction question was 3 Yes on the original paper FAFSA Y Applicant is not eligible for federal aid. If response is incorrect, applicant should follow directions in the comment text to make a change. Applicant should not be referred to any other phone numbers at the Department of Education for resolution. YOU ARE NOT ELIGIBLE FOR FEDERAL STUDENT AID WHILE YOUR ANSWER TO ITEM 23 IS 3, YES but you may still be eligible to receive state, school, or other non-federal student aid. 057 Selective Service did not register you because you did not answer Male to Item 21. If you are male and want to register, you can do one of the following: (1) answer Male to Item 21 and Register Me to Item 22 on this SAR, (2) complete a Selective Service registration form at your local post office, or (3) register online at Selective Service Registration Flag = N (registration not complete) Registration not conducted Y Applicant requested that ED send name to Selective Service for registration, but applicant did not confirm that he is male. March 2014 ( ) SAR s and Text 33

157 SAR Text Definition hanges 058 You reported in Item 23 that you are not eligible for federal student aid as a result of a drug-related conviction, or that you do not know if your conviction(s) affect your eligibility. However, you may still be eligible to receive state, school, or other non-federal student aid. If you have answered this question incorrectly, you must correct Item 23 by using your SAR. You can also correct this item or get help with this question by calling FED-AID ( ). Applicant s response to drug conviction question was 3 Yes on transactions other than original paper FAFSA Y Applicant is not eligible for federal aid. If response is incorrect, applicant should follow directions in the comment text to make a change. Applicant should not be referred to any other phone numbers at the Department of Education for resolution. 059 The Social Security Administration could not determine if the Social Security Number reported in Item 8 belongs to you because you did not give us your last name (Item 1) and/or date of birth (Item 9). Review these items and make the necessary corrections. SSN Match Flag = 8 (record not sent to SSA) Record could not be sent to SSA because no last name, date of birth, or signature provided s N, 5, 13, 14 and/ or 16 Student will still receive reject for missing name, date of birth, and/or signature (not for match flag 8). N: Either first or last name missing 13: Both first and last name missing 5: Date of birth blank 14 or 16: Student signature missing Help student make corrections to name, date of birth, or signature. When corrections are submitted, record will be sent to SSA for matching. Review subsequent transactions for updated match flag. March 2014 ( ) SAR s and Text 34

158 SAR Text Definition hanges 060 The date of birth you reported on your FAFSA does not match the date of birth in the Social Security Administration s (SSA) records for your Social Security Number (SSN). Therefore, you must correct your SSN (Item 8) or your date of birth (Item 9). If your date of birth is correct, you must confirm it by reentering it in Item 9. If you confirm your date of birth, you should also contact the SSA to make sure they correct it in their records. The SSA can be contacted by calling or by visiting Match conducted SSN Match Flag = 2 (SSN and name match, no DOB match) Student s Social Security Match, but no Date of Birth Match R onfirm (re-enter the same value) or correct the Student s Date of Birth. The student must make a correction to provide the correct date of birth. If the date of birth is correct, the student must correct the date of birth on the SAR/ISIR to the same value reaffirming that it is correct. The PS will process the transaction without the reject. In addition, if the student s date of birth is correct, he or she should contact SSA to update its records. Records sent for rematching in future years would continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. 061 The name you reported on your FAFSA does not match the name in the Social Security Administration s (SSA) records for your Social Security Number (SSN). Therefore, you must correct your SSN (Item 8) or name (Items 1 and 2). If your name is correct, you must confirm it by re-entering both your first and last names in Items 1 and 2. If you confirm your name, you should also contact the SSA to make sure that they correct it in their records. The SSA can be contacted by calling or by visiting SSN Match Flag = 3 (SSN match, no name match) Student s SSN match, but no name match D onfirm (re-enter the same value) Student s First and Last Name. March 2014 ( ) SAR s and Text 35

159 SAR Text Definition hanges 062 You reported the date of your marital status in Item 17 to be after the date you completed your application. You must report your marital status (Item 16) as of the date you submit your application. Please review Items 16 and 17 and make the necessary corrections. Student s marital status date is greater than the date the application was signed 4 If the Student s Marital Status Date is after the date the application was originally signed, correct the Student s Marital Status. 063 We previously indicated that the date of birth you reported on your FAFSA in Item 9 does not match the date of birth in the Social Security Administration s (SSA) records for your Social Security Number (SSN). If either your SSN (Item 8) or date of birth is incorrect, you must make a correction. If your SSN and date of birth are correct, you should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting You must provide proof of your date of birth to your financial aid office. Reworded first sentence SSN Match Flag = 2 (SSN and name match, no DOB match) Date of birth still inconsistent with SSA records after student reaffirmed value R verified Y The student made a correction to reaffirm date of birth. However, the SSA records have not changed. The PS will suppress the reject R. In addition, the student must provide date of birth proof to the financial aid administrator. 064 We previously indicated that the name you reported on your FAFSA in Items 1 and 2 does not match the name in the Social Security Administration s (SSA) records for your Social Security Number (SSN). If your SSN (Item 8) or name are incorrect, you must make the necessary corrections. If your SSN and name are correct, you should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting You must provide proof of your name to your financial aid office. Reworded first sentence SSN Match Flag = 3 (SSN match, no name match) Name is still inconsistent with SSA records D verified Y The student made a correction to reaffirm name. However, SSA records have not changed. The PS will suppress the reject D. In addition, the student must provide documentation explaining discrepancy in name (for example, marriage certificate, court order, etc.). March 2014 ( ) SAR s and Text 36

160 SAR Text Definition hanges 065 To resolve your FSEOG overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) Y Applicant needs to contact the agency listed to resolve the overpayment. NSLDS Match Flag = 3 (overpayment) Flagged for FSEOG overpayment or fraud 066 To resolve your FSEOG overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y Applicant needs to contact the agency listed to resolve the overpayment. Flagged for FSEOG overpayment or fraud March 2014 ( ) SAR s and Text 37

161 SAR Text Definition hanges 067 To resolve your FSEOG overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) Y Applicant needs to contact the agency listed to resolve the overpayment. NSLDS Match Flag = 3 (overpayment) Flagged for FSEOG overpayment or fraud March 2014 ( ) SAR s and Text 38

162 SAR Text Definition hanges 068 You did not indicate on your FAFSA that you are a U.S. citizen or an eligible noncitizen (Item 14). To receive federal student aid, a student must be (1) A U.S. citizen (or U.S. National), or (2) An eligible noncitizen, such as a U.S. permanent resident or a resident of certain Pacific Islands, or as determined by the U.S. Department of Education. DHS Primary Verification match not conducted Match Flag = blank (record not sent) itizenship status left blank and SSA did not confirm citizenship status or applicant reported he/she is not a citizen or eligible noncitizen 17 Provide the itizenship Status with the Alien Registration Number if appropriate. If student failed to provide an Alien Registration Number (ARN), DHS match was not conducted. However, match was still conducted with SSA to determine citizenship. If SSA itizenship Flag indicates that the student is a U.S. citizen, record will not be rejected. No resolution is required, but student should correct question 14 to reflect that student is U.S. itizen/national. If student is an eligible noncitizen, student should correct citizenship in question 14 to indicate eligible noncitizen status AND should provide an ARN. The student s record will be sent to the DHS match to determine if the student is an eligible noncitizen. After the corrected SAR is returned, review the DHS match flag to determine student s citizenship status. 069 Review your date of birth in Item 9 and either confirm the date you have reported by re-entering it or make the necessary correction. Date of birth year equals 1900 through 1937 A onfirm (re-enter the same value) or correct the Date of Birth. 070 You reported that you will either have a bachelor s degree by July 1, 2014 (Item 28) or will be working on a degree beyond a bachelor s degree (Item 48). Graduate students are eligible for most types of federal aid, but generally not the Federal Pell Grant. Updated year reference and item number Graduate student No resolution required. March 2014 ( ) SAR s and Text 39

163 SAR Text Definition hanges 071 We previously indicated that your mother s name as reported on your FAFSA does not match the name in the Social Security Administration s (SSA) records for her Social Security Number (SSN). If her SSN (Item 65) or her name (Items 66 or 67) are incorrect, you need to make the necessary corrections. If her SSN and name are correct, your mother should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting Reworded first sentence and updated item numbers Parents SSN Match conducted Mother s SSN Match Flag = 3 (SSN match, no name match) and Father s SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parent s Marital Status does not = 5 (Unmarried and both parents living together) Mother s name is still inconsistent with SSA records F verified No resolution required. A correction was made to reaffirm the mother s name. However, SSA records have not changed. The PS will suppress the reject F. If the mother s name is correct, she should contact SSA to update its records. orrect father s data elements as appropriate to achieve full match. If documentation confirms that the father does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. 072 Review your date of birth in Item 9 and either confirm the date you have reported by re-entering it or make the necessary correction. Independent student and date of birth equals 09/01/96 or greater, and date of birth is not equal to or greater than current year B onfirm (re-enter the same value) or correct the Date of Birth. March 2014 ( ) SAR s and Text 40

164 SAR Text Definition hanges 073 The number you reported for your number of family members is significantly different than the number you reported on your FAFSA last year. Review Item 95 and make a correction if necessary. 074 The number you reported for your number of family members in college is significantly greater than the number you reported on your FAFSA last year. Review Item 96 and make a correction if necessary. 075 You should not update your marital status (Item 16) if your marital status changes after you sign and submit your original application. You should only change this item if you made a mistake in reporting your correct marital status on your original application. Updated item number Updated item number ross year edit independent student number of family members ross year edit independent student number in college Student s marital status corrected March 2014 ( ) SAR s and Text 41

165 SAR Text Definition hanges 076 Social Security Administration (SSA) records indicate that the Social Security Number (SSN) that was provided in Item 8 belongs to a deceased person. If the SSN is correct, the applicant must contact the SSA at or to resolve this problem. If the SSN is incorrect, the applicant must correct the SSN on a paper SAR or submit a new FAFSA online with the correct SSN. SSN Match Flag = 5 (SSN, name, and DOB match with date of death) A successful SSN match with a record that belongs to deceased person 8 If the student s SSN is correct, he or she must contact SSA. After SSA corrects its records, the student can re-enter the name or date of birth and submit it as a SAR/ISIR correction so the transaction can go back to SSA for an updated match flag. ISIR records sent for rematching will continue to receive this match flag until SSA updates its database. Review subsequent transactions for updated match flag. If the SSN is incorrect, the student can correct the SSN on the SAR/ISIR. If this is done, the student s original SAR ID [the ID that is used (with the incorrect SSN) to access the SAR/ISIR] will not change, but the current SSN reported in question 8 will be changed to reflect the corrected SSN. Alternatively, to obtain a SAR with a SAR ID that matches the student s reported SSN, the applicant should file a new FAFSA under the correct SSN. This FAFSA will be treated as an original application and will be sent through all of the matches as if another FAFSA had never been completed. The SAR ID will be the same as the SSN reported on this application. March 2014 ( ) SAR s and Text 42

166 SAR Text Definition hanges 077 To resolve your FSEOG overpayment, your Financial Aid Administrator must contact the school associated with the FSEOG overpayment. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for FSEOG overpayment Y The financial aid administrator should help the student resolve the overpayment by contacting the school associated with the overpayment. 078 The U.S. Dept. of Education granted permission to process your FAFSA after the June 30, 2015 deadline. Updated year reference Late processing of application allowed 079 To resolve your FSEOG overpayments, your Financial Aid Administrator must access NSLDS for additional FSEOG overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for FSEOG overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. 080 We recently received an application with an incomplete name from this address. The applicant should review this SAR and provide his or her full name in Items 1 and 2. If the applicant does not have both a first and a last name, draw a line through both the previous answer and the new answer space for the name that should be left blank. ed for incomplete name on application; missing first or last name N orrect the Student s Last Name or First Name or confirm (re-enter the same value) a blank First or Last Name field if the student actually has only one name. March 2014 ( ) SAR s and Text 43

167 SAR Text Definition hanges 081 We did not process your correction to change your date of birth (Item 9) to blank. We must have your date of birth to process your record. 082 We recently received an application with no name from this address. The applicant must provide a full name in Items 1 and 2 on this SAR. Attempting to change Date of Birth to blank ed for no name on application 13 Provide the following: Student s Last Name and/or Student s First Name or confirm a blank First or Last Name field if the student actually has only one name. 083 You reported that your parent(s) did file or will file a 2013 income tax return (Item 80) but also reported that your father does not have a Social Security Number (Item 61). Please review your answers and make the necessary corrections. Updated year reference and item numbers Father s SSN contains all zeroes and reported as a tax filer and Parent s Marital Status does not = 5 (Unmarried and both parents living together) J Enter the father s SSN or confirm that the father does not have an SSN by reentering all zeros. 084 You reported that your parent(s) did file or will file a 2013 income tax return (Item 80) but also reported that your mother does not have a Social Security Number (Item 65). Please review your answers and make the necessary corrections. Updated year reference and item numbers Mother s SSN contains all zeroes and reported as a tax filer and Parent s Marital Status does not = 5 (Unmarried and both parents living together) K Enter the mother s SSN or confirm that the mother does not have an SSN by reentering all zeros. March 2014 ( ) SAR s and Text 44

168 SAR Text Definition hanges 085 We assumed your parent(s) did file or will file a 2013 income tax return (Item 80). Please review this item. Updated year reference and item number Parents assumed tax filers because AGI is positive or negative value, tax return status is blank, and type of tax return is blank 086 To resolve your Perkins overpayment, your Financial Aid Administrator must access NSLDS for additional Perkins overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Perkins overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. 087 We assumed your parent(s) did not file and will not file a 2013 income tax return (Item 80). Please review this item. 088 We did not process your correction to change your citizenship to blank (Item 14). We must have your citizenship status to process your record. Updated year reference and item number Parents assumed non-tax filers because AGI is blank or zero, tax return status is blank, and type of tax return is blank Attempting to change itizenship to blank March 2014 ( ) SAR s and Text 45

169 SAR Text Definition hanges 089 Review your parents marital status in Item 59. If your parents are not married, provide only the income for the parent who supports you. Updated item number Parents are reported as unmarried but two parental incomes are reported 11 Review and correct Parent s Marital Status or at least one of the following fields: Father s/ Stepfather s Income From Work or Mother s/ Stepmother s Income From Work. 090 To resolve your Perkins overpayment, your Financial Aid Administrator must contact the school associated with the Perkins overpayment. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Perkins overpayment Y The financial aid administrator should help the student resolve the overpayment by contacting the school associated with the overpayment. 091 It appears you reported the same income amount for more than one of your parent(s) income questions. Please review these items. Multiple Parents income fields have same values; AGI and untaxed income fields 092 It appears you reported the same income amount for more than one of your income questions. Please review these items. Independent Student income fields equal 093 It appears you reported the same income amount for more than one of your income questions. Please review these items. Dependent Student income fields equal March 2014 ( ) SAR s and Text 46

170 SAR Text Definition hanges 094 It appears you reported the same adjusted gross income amount for you and your parent(s). Review Items 36 and 85 and make any necessary corrections. 095 We assumed you did file or will file a 2013 income tax return (Item 32). 096 You have reported the same amount for your father s and your mother s income (Items 88 and 89). Please review these items. 097 We assumed you did not file and will not file a 2013 income tax return (Item 32). Please review this item. 098 You have reported the same amount for your income and your spouse s income (Items 39 and 40). Please review these items. Updated item numbers Updated year reference Updated item numbers Updated year reference Updated item numbers Student AGI equal to Parent AGI Student assumed tax filer because AGI is positive or negative value, tax return status is blank, and type of tax return is blank Parents Income fields are equal Student assumed non-tax filer because AGI is blank or zero, tax return status is blank, and type of tax return is blank Student s income equal to Spouse s income March 2014 ( ) SAR s and Text 47

171 SAR Text Definition hanges 099 Review your marital status in Item 16. You should report income for a spouse only if you were married and not separated as of the date you signed and submitted your FAFSA. Please note: if you were separated or divorced as of the date you signed your FAFSA, we will need only your income, even if a joint tax return was filed. Independent student reported as unmarried but two incomes are reported 11 Review and correct Student s Marital Status or at least one of the following fields: Student s Income Earned From Work or Spouse s Income Earned From Work. 100 To resolve your Perkins overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Perkins overpayment Y Applicant needs to contact the agency listed to resolve the overpayment. 101 To resolve your Perkins overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Perkins overpayment Y Applicant needs to contact the agency listed to resolve the overpayment. March 2014 ( ) SAR s and Text 48

172 SAR Text Definition hanges 102 To resolve your Perkins overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Perkins overpayment Y Applicant needs to contact the agency listed to resolve the overpayment. 103 One or more of the schools you listed on your FAFSA are not in our file of eligible schools. To receive federal student aid, you must attend a school that participates in the federal student aid programs. Please review Item 103 and make changes as necessary. 104 Either you did not list any schools on your FAFSA or the schools you listed are not in our file of eligible schools. To receive federal student aid, you must attend a school that participates in the federal student aid programs. Please review Item 103 and make changes as necessary. To verify your school code, go to and click the School Search link. Updated item number Updated item number Not all schools found on eligible school file No schools found on eligible school file March 2014 ( ) SAR s and Text 49

173 SAR Text Definition hanges 105 The United States itizenship and Immigration Services (USIS) of the Department of Homeland Security has not yet confirmed that you are a noncitizen (Item 14) in an immigration status associated with the requirements of eligibility for the financial assistance for which you have applied. You must submit proof to your school that you are a noncitizen in the required immigration status. If you do not submit proof to your school within 30 days, or longer if your school allows, you may not be eligible for federal student aid. DHS Secondary onfirmation Match Flag = (DHS has not yet confirmed eligible noncitizen status) DHS secondary confirmation match is in continuance Y School must wait ten business days for another system-generated ISIR with updated Secondary onfirmation match flag before beginning mandatory paper (G-845) Secondary onfirmation process. See the Electronic Announcements section of the IFAP Web site, located at ifap.ed.gov for the most recent G-845 form and mailing addresses. If the requested documentation includes an HHS Eligibility or ertification letter and/or the student provides a copy of a T- visa, follow the instructions in Dear olleague Letter GEN 06-09, in lieu of completing and submitting the G-845 form. 106 You have corrected information on your SAR more than 10 times. Before sending in another correction, contact your financial aid office for assistance. More than 10 transactions 107 To resolve your Perkins overpayments, your Financial Aid Administrator must access NSLDS for additional Perkins overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Perkins overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. March 2014 ( ) SAR s and Text 50

174 SAR Text Definition hanges 108 Your parent did not sign your FAFSA or the SAR corrections you submitted. If your parent is not able to sign, see your school s financial aid office or High School ounselor. Missing parent signature on FAFSA or SAR 15 Signature correction must be made on a printed SAR certification page and resubmitted to the FAFSA Processor or can be corrected electronically. 109 The United States itizenship and Immigration Services (USIS) of the Department of Homeland Security did not have enough information to confirm that you are a noncitizen (Item 14) in an immigration status associated with the requirements of eligibility for the financial assistance for which you have applied. You must contact the financial aid office at your school to find out what information is needed. If you do not submit the required information within 30 days, or longer if your school allows, you may not be eligible for federal student aid. DHS Secondary onfirmation Match Flag = X (DHS did not have enough information to confirm eligible noncitizen status) DHS did not confirm eligibility because additional information is needed Y You must begin paper (G-845) Secondary onfirmation process. See the Electronic Announcements section of the IFAP Web site, for the most recent G- 845 form and mailing addresses. Also, see the Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility, hapter 2: itizenship. If the requested documentation includes an HHS Eligibility or ertification letter and/or the student provides a copy of a T- visa, follow the instructions in G-845 form and mailing addresses and Dear olleague Letter GEN 06-09, in lieu of completing and submitting the G-845 form. 110 We have not received the signature page from your FAFSA on the Web application or correction. You must sign and return this SAR before we can determine your eligibility for federal student aid. Missing student signature on Web application 16 Signature correction must be made on a printed SAR certification page and resubmitted to the FAFSA Processor or can be corrected electronically. March 2014 ( ) SAR s and Text 51

175 SAR Text Definition hanges 111 The amount you reported for your parents income tax is equal to or greater than the amount you reported for their adjusted gross income. Review Items 85 and 86 and make the necessary corrections. Updated item numbers Parents Taxes Paid is greater than zero and equal to or greater than AGI 12 orrect Parents Taxes Paid or AGI. 112 This text is for the Web and if this comment code is included in the comment codes listed on the SAR/ISIR, a similar message will print on the first page of the SAR. Based on the information we have on record for you, your EF is <EF>. You are not eligible for a Federal Pell Grant but you may be eligible for other aid. Your school will use your EF to determine your financial aid eligibility for other federal grants, loans, and workstudy, and possible funding from your state and school. text is not printed on the SAR or ISIR from EDExpress Pell ineligible EF (Web only) 113 We assumed the value for number in college (Item 74) based on your parents marital status and number of family members. Your parents should not be included in the number in college. Please review this item. Updated item number Parents number in college assumed to be less than the number reported 114 The amount you reported for your income taxes is equal to or greater than the amount you reported for your adjusted gross income. Review Items 36 and 37 and make the necessary corrections. Updated item number Independent Student and Taxes Paid is greater than zero and equal to or greater than AGI 3 orrect Student s Taxes Paid or AGI. March 2014 ( ) SAR s and Text 52

176 SAR Text Definition hanges 115 The National Student Loan Data System (NSLDS) indicates that one or more of your federal student loans have been discharged. If you have questions, contact the financial aid office at your school. NSLDS Results Flag = 1 (record matched, data sent) Loan is discharged due to disability Y See the Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility, chapter The National Student Loan Data System (NSLDS) indicates you have one or more student loans in an active bankruptcy status. Before you can receive additional federal student loans, you must contact the financial aid office at your school. NSLDS Results Flag = 1 (record matched, data sent) Loan is in Bankruptcy Y See the Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility, chapter We assumed certain information to calculate your eligibility for federal student aid. We printed the assumption we made and the word assumed in the You told us space for each of these items. If our assumptions are correct, do not change them. If they are incorrect, you need to make the necessary corrections. Assumption made for one or more fields 118 Be sure to review the items printed in darker print on this SAR and make any corrections if necessary. Highlight on for one or more fields March 2014 ( ) SAR s and Text 53

177 SAR Text Definition hanges 119 You corrected the date of your marital status to be after the date you submitted your application. Your marital status (Item 16) and date (Item 17) should only be changed if they were reported incorrectly on the date the FAFSA was originally submitted, or if a Financial Aid Administrator has instructed you to update this information. Review Items 16 and 17 and make the necessary corrections or contact your Financial Aid Administrator for assistance. 120 Your citizenship status (Item 14) has been confirmed by the Department of Homeland Security and you meet the citizenship requirements for federal student aid. Marital Status Date is between the application date and transaction date DHS Secondary onfirmation match conducted Match Flag = Y (citizenship status confirmed by DHS) DHS confirmed student is an eligible noncitizen 21 Resolution Required Student should correct Student s Marital Status and Marital Status Date and make the necessary corrections or have the financial aid administrator set reject override It appears you have reported the same amount for your parents cash, savings, and checking accounts and your parents real estate/investment net worth. Review Items 90 and 91 and make the necessary corrections. 122 It appears you have reported the same amount for your cash, savings, and checking accounts and your real estate/investment net worth. Review Items 41 and 42 and make the necessary corrections. Updated item numbers Updated item numbers Parent asset fields equal Dependent student asset fields equal March 2014 ( ) SAR s and Text 54

178 SAR Text Definition hanges 123 It appears you have reported the same amount for your cash, savings, and checking accounts and your real estate/investment net worth. Review Items 41 and 42 and make the necessary corrections. Updated item numbers Independent student asset fields equal 124 ontact the following agency(ies) regarding your defaulted or fraudulent federal student loan(s): ontacts for defaulted student loans Y Student needs to contact the agency to resolved defaulted or fraudulent loan. 125 To be considered for a Federal Pell Grant, your financial aid office must receive your SAR by September 26, 2015, or your last day of enrollment, whichever comes first. Other student aid programs have different deadlines. Updated deadline date The transaction process date is between 6/30/2015 and 8/20/ You reported that your parents will not file an income tax return, but the amount you reported for your parents income appears to be over the minimum amount required to file a tax return. Please review Items 80, 88, and 89 and make the necessary corrections. Updated item numbers Dependent student indicated that your parent is not a tax filer but appears to meet income requirement for tax filing 20 Review and correct or confirm (re-enter the same value) the appropriate set of data from the following: Student s Tax Return ompleted status or student s income or Parents Tax Return ompleted status or income for the father and mother. 127 It may be too late to submit any corrections to your SAR. To be considered for a Federal Pell Grant, you must submit a complete, correct SAR to your financial aid office no later than September 26, 2015, or your last day of enrollment, whichever comes first. If it is later than September 26, 2015, you must contact your financial aid office for assistance. Updated deadline date The transaction process date is between 8/21/2015 to end of processing year and was not rejected (or a reject 19 only) March 2014 ( ) SAR s and Text 55

179 SAR Text Definition hanges 128 It may be too late for you to make corrections or give us any more information for this year. We must have your corrected SAR no later than September 19, If it is later than September 19, 2015, you must contact your financial aid office for assistance. Updated deadline date The transaction process date is between 8/21/2015 to end of processing year and was rejected for a reason other than You must provide your parent(s) income information in Items 85 through 89 and 94a through 94i. Updated item numbers Dependent student and incomplete income information provided 2 Provide Parents Taxed and Untaxed Income. 130 You must provide your income information in Items 36 through 40 and 45a through 45j. Updated item numbers Independent student and incomplete income information provided 2 Provide Student and Spouse (if married) Taxed and Untaxed Income. 131 You reported that you will not file an income tax return, but the amount you reported for your (and your spouse s) income appears to be over the minimum amount required to file a tax return. Please review Items 32, 39, and 40 and make the necessary corrections. Updated item numbers Independent student indicated that he or she is not a tax filer but appears to meet income requirement for tax filing 20 Review and correct the appropriate set of data from the following: Student s Tax Return ompleted status or income for the student and spouse. March 2014 ( ) SAR s and Text 56

180 SAR Text Definition hanges 132 The National Student Loan Data System (NSLDS) indicates that you are in DEFAULT on one or more federal student loans. You are not eligible to receive any federal student aid until you resolve any loan default(s). Removed comments 135 and 136 from the Action Needed column, they were incorrectly listed. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 2 (default) Applicant has at least one loan in default Y 124 will be printed in conjunction with comment 132 and will include up to three agencies that are holding defaulted loans. (s 181 to 239, 245, 248, 251 to 253, 303 to 307, and 315 to 344) Depending on loan status, student needs to contact GA, FLS, or EDR and make satisfactory arrangements to repay loan. If student has repaid the loan, obtain documentation that the loan identified as being in default is the loan that was paid off by the student. See the list of loan status codes and information on student eligibility in Appendix of The ISIR Guide or in the Processing s section of the Electronic Data Exchange Technical Reference. March 2014 ( ) SAR s and Text 57

181 SAR Text Definition hanges 133 The National Student Loan Data System (NSLDS) indicates that you have received one or more overpayments of federal student aid funds. You are required by law to repay any federal student aid funds received for which you were not entitled. You are not eligible to receive any federal student aid until you resolve your overpayment(s). NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Applicant has at least one overpayment or is in a fraud status and as a result, the applicant has at least one Overpayment Flag set to: Y = Overpayment or F = Fraud NSLDS Overpayment Y Access NSLDS to obtain additional overpayment information. When there is an overpayment comment 133 will be provided with an additional comment(s) based on the type of overpayment. Federal Supplemental Educational Opportunity Grant (FSEOG) Overpayment: 010, 065, 066, 067, 077, or 079. Pell Grant Overpayment: 020, 038, 039, 041, 042, or 043 Perkins Loan Overpayment: 086, 090, 100, 101, 102, or 107. Academic ompetitiveness Grant (AG) Overpayment: 240 to 244 or 246. National Science & Mathematics Access to Retain Talent Grant (National SMART) Overpayment: 261 to 266. Teacher Education Assistance for ollege and Higher Education (TEAH) Grant Overpayment: 289 to 294 Iraq and Afghanistan Service Grant Overpayment: 309 to The National Student Loan Data System (NSLDS) indicates that you are in DEFAULT on one or more federal student loans and that you received one or more overpayments of federal student aid funds. You are not eligible to receive any federal student aid until these items have been resolved. NSLDS Defaulted loan and Overpayment Y See resolution for comments 132 and 133. March 2014 ( ) SAR s and Text 58

182 SAR Text Definition hanges 135 To resolve your defaulted or fraudulent federal student loan(s), contact the lender associated with the loan. Defaulted loan lender contact Y A defaulted or fraudulent loan for this student is held by the lender of this loan. 136 To resolve your defaulted or fraudulent federal student loan(s), contact the school associated with the loan. Defaulted loan school contact Y A defaulted or fraudulent loan for this student is held by the school who issued this loan. 137 You are currently in the process of applying for or have received a Total and Permanent Disability (TPD) discharge. If you are in the process of applying for a TPD discharge, receiving additional federal student aid may affect your eligibility for a TPD discharge. If you have already received a TPD discharge, you must meet additional eligibility requirements to receive further federal student aid. Depending on when you received a TPD discharge, receiving additional federal student aid may affect your ability to keep your discharge. ontact the financial aid office at your school for further information. Revised comment, reason for comment, and action needed Loan data provider contact DDP/FLS contact code 582 This student has either: (1) indicated that he or she will apply for a Total and Permanent Disability (TPD) discharge, (2) applied for a TPD discharge, (3) or has received a TPD discharge. If the student receives a Title IV loan or TEAH Grant, it may affect the student s eligibility for discharge or may cause the student s loan or grant obligation to be reinstated. If the student has already received a TPD discharge, there are additional student eligibility criteria that the student must meet before receiving additional Title IV loans or TEAH Grants. If the student has applied for or is in the process of applying for a TPD discharge, but the application has neither been approved nor rejected, any disbursements of a Title IV loan or TEAH Grant that are made may cause the student s application for TPD discharge to be suspended until the disbursement is returned or may cause the student s TPD March 2014 ( ) SAR s and Text 59

183 SAR Text Definition hanges 137 (cont.) application to be rejected. ontact the TPD Servicer for specific information on the status of the student s TPD application and guidance on the impact that receiving Title IV loans or TEAH Grants may have on the student s TPD application. Then, counsel the student accordingly. If the student has received a TPD discharge, the student is not eligible to receive further Title IV loans or TEAH Grants unless the student provides: (1) a statement from his/her physician certifying that the student is able to engage in substantial gainful activity; and (2) a statement, signed by the student, acknowledging that the new Title IV loan or TEAH Grant service obligation cannot be discharged in the future on the basis of any impairment present when the new loan or TEAH Grant is made, unless that impairment substantially deteriorates so that the student is once again totally and permanently disabled. This requirement applies to all students who received a TPD discharge, regardless of whether they were subject to a postdischarge monitoring period (see below) or whether they have completed their post-discharge monitoring period (if any). If the student has been granted a TPD discharge and the discharge was granted on the basis of a physician s certification or documentation from the Social March 2014 ( ) SAR s and Text 60

184 SAR Text Definition hanges 137 (cont.) Security Administration (NSLDS Loan Status s DI or DS ), the student is subject to a post-discharge monitoring period that starts on the date that the Department granted the discharge. During this period, the receipt of a new Title IV loan or TEAH Grant or a subsequent disbursement of a Title IV loan or TEAH Grant that was initially received prior to the date that the Department granted discharge may cause the student s obligation to repay the Title IV loan or fulfill the TEAH Grant service obligation to be reinstated. ontact the TPD Servicer for specific information on the status of the student s TPD discharge and counsel the student accordingly. If the student is still undergoing monitoring, advise the student to contact the TPD Servicer to inform the TPD Servicer that the student will be receiving a new Title IV loan or TEAH Grant and that their discharged obligations must be reinstated before making any disbursements to such a student. Note that students who received a TPD discharge on the basis of documentation from the Veterans Administration (VA) (NSLDS Loan Status VA ) are not subject to a post-discharge monitoring period. Students and schools may contact the Department s TPD Servicer, Nelnet at from 8:00 a.m. - 8:00 p.m. March 2014 ( ) SAR s and Text 61

185 SAR Text Definition hanges 137 (cont.) (ET), Monday through Sunday or write to Nelnet, U.S. Department of Education, PO box Lincoln, Nebraska or by at 138 The National Student Loan Data System (NSLDS) found your reported Social Security Number (SSN) (Item 8) on their database, but your name (Items 1 and 2) and date of birth (Item 9) did not match. Therefore, this SAR does not contain the financial aid history that is associated with your reported SSN. NSLDS Results Flag = 2 (SSN match, no name or date of birth match, no data sent) and NSLDS Match Flag = 7 (match but no data provided) Y Determine if the NSLDS record is that of the applicant by contacting the NSLDS ustomer Support Staff directly at The NSLDS ustomer Support Staff will help determine whether that SSN belongs to the student being assisted. Reviewing the student records with NSLDS ustomer Support Staff will reveal which data provider supplied the conflicting SSN information. This provider can then be contacted directly to resolve the discrepancy. There is no need to wait for NSLDS to be updated before continuing the award process. If the record belongs to the student, verify they are in good standing by using the information in NSLDS to determine eligibility for Federal Student Aid student aid funds. 139 To resolve issues with your federal student loan(s), call the Perkins Loans ustomer Service enter at , or write to them at ESI Federal Perkins Loan Servicer, P.O. Box 1030, oraopolis, PA Updated the contact name and information Loan data provider contact RDS Perkins March 2014 ( ) SAR s and Text 62

186 SAR Text Definition hanges 140 According to Social Security Administration (SSA) records, the Social Security Number (SSN) that was provided in Item 8 belongs to a deceased person. If the SSN in Item 8 is correct, the applicant must contact the SSA at or to resolve this problem. If the SSN is incorrect, the applicant must correct the SSN on a paper SAR or submit a new FAFSA online with the correct SSN. SSN Match Flag = 5 (SSN, name, and DOB match with date of death) System generated Successful SSN match with a record that belongs to deceased person 8 If the student s SSN is correct, he or she must contact SSA. After SSA corrects its records, the student can re-enter the name or date of birth and submit it as a SAR/ISIR correction so the transaction can go back to SSA for an updated match flag. ISIR records sent for rematching will continue to receive this match flag until SSA updates its database. Review subsequent transactions for updated match flag. If the SSN is incorrect, the student can correct the SSN on the SAR/ISIR. If this is done, the student s original SAR ID [the ID that is used (with the incorrect SSN) to access the SAR/ISIR] will not change, but the current SSN reported in question 8 will be changed to reflect the corrected SSN. Alternatively, to obtain a SAR with a SAR ID that matches the student s reported SSN, the applicant should file a new FAFSA under the correct SSN. This FAFSA will be treated as an original application and will be sent through all of the matches as if another FAFSA had never been completed. The SAR ID will be the same as the SSN reported on this application. March 2014 ( ) SAR s and Text 63

187 SAR Text Definition hanges 141 You changed either your response to citizenship (Item 14) or the Alien Registration Number (Item 15) that was verified with the Department of Homeland Security. Therefore, you must submit proof of your citizenship status to your financial aid office. DHS Primary Verification match not conducted Match Flag = blank (record not sent to DHS) Applicant changed from eligible noncitizen to citizen or changed Alien Registration Number Y Determine why student changed citizenship status and resolve any conflicting information. Student may need to submit proof of citizenship depending on reason for change. 142 The United States itizenship and Immigration Services (USIS) of the Department of Homeland Security could not confirm that you are a noncitizen (Item 14) in an immigration status associated with the requirements of eligibility for the financial assistance for which you have applied because there is an issue with your Alien Registration Number (Item 15). You must submit proof to your school that you are a noncitizen in the required immigration status. If you do not submit proof within 30 days, or longer if your school allows, you may not be eligible for federal student aid. DHS Primary Verification match not conducted Match Flag = blank (record not sent to DHS) Student did not provide Alien Registration Number or provided invalid Alien Registration Number Y If student failed to provide Alien Registration Number (ARN) or provided an invalid ARN, do not perform Secondary onfirmation. Instead, help student add or correct his or her ARN or make other corrections to the SAR/ISIR and resubmit for processing. If student provides adequate information to conduct match, record will be sent back to DHS for matching. Review match flags on subsequent transactions for updated match flag. March 2014 ( ) SAR s and Text 64

188 SAR Text Definition hanges 143 Your citizenship status has been confirmed by the Department of Homeland Security and you meet the citizenship requirements for federal student aid. DHS Match Flag = Y (citizenship confirmed) Applicant s noncitizen eligibility confirmed by DHS No resolution required. Do not initiate Secondary onfirmation unless there is conflicting information about the student s status or you have reason to believe the status reported is incorrect. The SAR/ISIR will serve as the necessary documentation to prove the student s eligible noncitizen status. 144 The United States itizenship and Immigration Service (USIS) of the Department of Homeland Security (DHS) has not yet confirmed your status as a noncitizen (Item 14) in an immigration status associated with the requirements of eligibility for the financial assistance for which you have applied. DHS will continue to check its records and we will notify you once we receive more information from DHS. DHS Match Flag = N (citizenship not confirmed) DHS did not confirm applicant s noncitizen eligibility Y See match flag for Secondary onfirmation. DHS will conduct the Secondary onfirmation process based on applicant identifier and Primary Verification information only. The next steps will depend on results from Secondary onfirmation match results. March 2014 ( ) SAR s and Text 65

189 SAR Text Definition hanges 145 According to Social Security Administration (SSA) records, the Social Security Number (SSN) that was reported in Item 8 belongs to a deceased person. If the SSN in Item 8 is correct, the applicant must contact the SSA at or to resolve this problem. If the SSN is incorrect, the applicant must correct the SSN on a paper SAR or submit a new FAFSA online with the correct SSN. SSN Match Flag = 5 (SSN, name, and DOB match with date of death) A successful SSN match with a record that belongs to deceased person 8 If the student s SSN is correct, he or she must contact SSA. After SSA corrects its records, the student can re-enter the name or date of birth and submit it as a SAR/ISIR correction so the transaction can go back to SSA for an updated match flag. ISIR records sent for rematching will continue to receive this match flag until SSA updates its database. Review subsequent transactions for updated match flag. If the SSN is incorrect, the student can correct the SSN on the SAR/ISIR. If this is done, the student s original SAR ID [the ID that is used (with the incorrect SSN) to access the SAR/ISIR] will not change, but the current SSN reported in question 8 will be changed to reflect the corrected SSN. Alternatively, to obtain a SAR with a SAR ID that matches the student s reported SSN, the applicant should file a new FAFSA under the correct SSN. This FAFSA will be treated as an original application and will be sent through all of the matches as if another FAFSA had never been completed. The SAR ID will be the same as the SSN reported on this application. March 2014 ( ) SAR s and Text 66

190 SAR Text Definition hanges 146 The Social Security Administration did not confirm that you are a U.S. citizen. Please provide your financial aid office with documentation of your U.S. citizenship (such as your U.S. Passport, ertificate of Naturalization or Birth ertificate). If the documents support your status as a U.S. citizen, the financial aid office at your school will make a copy of your documentation and can continue to process your federal student aid. If you are an eligible noncitizen, you or your school must submit a correction to Item 14 to indicate that you are an eligible noncitizen and also provide your Alien Registration Number in Item 15. You and your school will receive a new SAR/ISIR within three processing days with results from the Department of Homeland Security about your eligible noncitizen status. SSA citizenship status match conducted SSA Match Flag = B,, D, E, F, or * (B = Legal alien, eligible to work = Legal alien, not eligible to work D = Other E = Alien, student restricted, work authorized F = onditionally legalized alien * = Foreign Blank = Domestic born [U.S. citizen]) SSA did not confirm U.S. citizenship status Y If student is a U.S. citizen, he or she should provide birth certificate, passport, or other documents that definitively prove citizenship. Voter registration cards are not adequate proof of citizenship since many localities do not require proof of citizenship. If student is an eligible noncitizen, he or she should correct question 14 to indicate that the student is an eligible noncitizen and the Alien Registration Number (ARN) in question 15. If student provided citizenship and Alien Registration Number on the FAFSA or SAR, determine if his or her record was sent to DHS for matching. If it was not, verify that the ARN submitted is correct and that the First and Last Name, Date of Birth, and applicant s signature are on the record. If student was successfully matched with DHS as an eligible noncitizen, comment 146 is suppressed and no further resolution is necessary. Note: A match flag of * (asterisk) generally indicates that the student was born in a foreign country to American parents that were stationed in another country (for example, military, State Department, or Foreign Service). These students generally have birth certificates indicating that they are U.S. citizens who were born abroad. The SSA will not automatically update this flag and the financial aid administrator should document the information in the student s record. March 2014 ( ) SAR s and Text 67

191 SAR Text Definition hanges 147 not used 148 We assumed the number in college should be one (Item 74). Your parents should not be included in the number in college. Updated item number Parents number in college assumed to be less than the number reported 149 This text is for the Web and if this comment code is included in the comment codes listed on the SAR/ISIR, a similar message will print on the first page of the SAR. Based on the information we have on record for you, your EF is <EF>. You may be eligible to receive a Federal Pell Grant and other federal student aid. Your school will use your EF to determine your financial aid eligibility for federal grants, loans, and work-study, and possible funding from your state and school. text is not printed on the SAR or ISIR from EDExpress Pell eligible EF (Web only) 150 You must provide asset information for you and your parent(s). Review Items 41 through 43 and Items 90 through 92 and make the necessary corrections. Updated item number Dependent student did not meet Simplified Needs Test criteria and supplemental asset data left blank 1 If the student is dependent and filed using FAFSA on the Web, the response can be blank only if the parents total asset net worth did not exceed the asset threshold amount determined by PS as of the day the FAFSA was completed, or the student meets the simplified needs test or qualifies for an automatic zero Expected Family ontribution (EF) Provide the following: Parents ash, Savings, and hecking; Parents Real Estate/Investment Net Worth and Parents Business/Investment Farm Net Worth. March 2014 ( ) SAR s and Text 68

192 SAR Text Definition hanges 151 You must provide your asset information. Review Items 41 through 43 and make the necessary corrections. Updated item numbers Independent student did not meet Simplified Needs Test criteria, SNT not met and supplemental asset data left blank 1 If the student is independent and filing using FAFSA on the Web, the response can be blank only if the student indicates his or her (and spouse s) current asset net worth did not exceed the asset threshold amount determined by PS as of the day the FAFSA was completed, or the student meets the simplified needs test or qualifies for an automatic zero Expected Family ontribution (EF) Provide the following: Student s ash, Savings and hecking; Student s Real Estate/Investment Net Worth and Student s Business/Investment Farm Net Worth. 152 The amount you reported for your income tax is equal to or greater than the amount you reported for your adjusted gross income. Review Items 36 and 37 and make the necessary corrections. Updated item numbers Dependent Student and Taxes Paid is greater than zero and equal to or greater than AGI 3 orrect or confirm (re-enter the same value) Student s Taxes Paid or AGI. 153 The amount you reported for your income tax appears to be over the allowable amount based on what you reported for your adjusted gross income. Review Items 36 and 37 and make the necessary corrections. Updated item numbers Dependent student s Taxes Paid is greater than zero, and greater than or equal to a fixed percentage of the AGI, but not equal to or greater than AGI G onfirm (re-enter the same value) or correct Taxes Paid and Adjusted Gross Income. March 2014 ( ) SAR s and Text 69

193 SAR Text Definition hanges 154 The amount you reported for your parents income tax appears to be over the allowable amount based on what you reported for their adjusted gross income. Review Items 85 and 86 and make the necessary corrections. Updated item numbers Parent s Taxes Paid is greater than zero and greater than or equal to a fixed percentage of the AGI, but not equal to or greater than AGI onfirm (re-enter the same value) or correct Taxes Paid and Adjusted Gross Income. 155 The amount you reported for your income tax appears to be over the allowable amount based on what you reported for your adjusted gross income. Review Items 36 and 37 and make the necessary corrections. Updated item numbers Student s Taxes Paid is greater than zero and greater than or equal to a fixed percentage of the AGI, but not equal to or greater than AGI onfirm (re-enter the same value) or correct Taxes Paid and Adjusted Gross Income. March 2014 ( ) SAR s and Text 70

194 SAR Text Definition hanges 156 If your parents have now completed their 2013 tax return, you should correct your information to reflect the income and tax information reported on their tax return. You may either make corrections to your information online at or by using this SAR. If you make corrections online at and your parents filed a federal tax return with the IRS, they may be eligible to use the IRS Data Retrieval Tool, which is the best and easiest way to provide accurate tax information. With just a few simple steps, your parents can view information from their IRS tax return and transfer that information directly into your FAFSA. If your parents have not yet completed their tax return, you must correct this SAR to reflect the income and tax information reported on their tax return once it is filed. 157 If you have now completed your 2013 tax return, you should correct your information to reflect the income and tax information reported on your tax return. You may either make corrections to your information online at or by using this SAR. If you make corrections online at and you filed a federal tax return with the IRS, you may be eligible to use the IRS Data Retrieval Tool, which is the best and easiest way to provide accurate tax information. With just a few simple steps, you can view information from your IRS tax return and transfer that information directly into your FAFSA. If you have not yet completed your tax return, you must correct this SAR to reflect the income and tax information reported on your tax return once it is filed. Updated year reference Updated year reference Parents tax filing status is will file Student s tax filing status is will file March 2014 ( ) SAR s and Text 71

195 SAR Text Definition hanges 158 This text is for the Web and if this comment code is included in the comment codes listed on the SAR/ISIR, a similar message will print on the first page of the SAR. You are not eligible to receive a Federal Pell Grant because you reported that you have a bachelor s degree (Item 28) or you are working on a degree beyond a bachelor s degree (Item 48). Your Financial Aid Administrator will determine what types of federal student aid you are eligible to receive. Updated item number text is not printed on the SAR or ISIR from EDExpress Pell eligible EF, graduate student (Web only) 159 This text is for the Web and if this comment code is included in the comment codes listed on the SAR/ISIR, a similar message will print on the first page of the SAR. You MAY not be eligible to receive a Federal Pell Grant because you reported that you have a bachelor s degree (Item 28) or you are working on a degree beyond a bachelor s degree (Item 48). Your Financial Aid Administrator will determine what types of federal student aid you are eligible to receive. Updated item number text is not printed on the SAR or ISIR from EDExpress Pell eligible EF, graduate student in teaching credential program (Web only) 160 You either did not sign your FAFSA or FAFSA correction, or the date that you provided indicates that you completed your FAFSA prior to January 1, 2014, or later than the date the FAFSA was received. You must sign and return this SAR before we can determine your eligibility for federal student aid. Updated year reference Missing student signature on paper FAFSA or SAR 14 Signature correction must be made on a printed SAR certification page and resubmitted to the FAFSA Processor or can be corrected electronically. March 2014 ( ) SAR s and Text 72

196 SAR Text Definition hanges 161 We could not match your information with the Department of Veterans Affairs. Please provide your full name (Items 1 and 2) and/or date of birth (Item 9) for us to complete the match with the Department of Veterans Affairs. VA Match Flag = 8 (record not sent to VA) VA Match not completed Record could not be sent to VA because of last name, date of birth, and/or signature provided No resolution required. Help student make corrections to name, date of birth, or signature if necessary so that the student s record can be sent to VA for matching. Review subsequent transactions for updated match flag. March 2014 ( ) SAR s and Text 73

197 SAR Text Definition hanges 162 The Department of Veterans Affairs did not confirm that you are or will be a qualifying veteran for purposes of receiving federal student aid for the school year. If you believe you are or will be a qualifying veteran, contact your financial aid office and provide a copy of your DD214 (military separation form). If you are currently serving on active duty in the U.S. Armed Forces for purposes other than training, change your answer to Item 50 from Yes to No and answer Yes to Item 49. If you are not and will not be a veteran, you must change the answer to Item 50 from Yes to No and provide parental information, including the signature of at least one of your parents. Updated year reference and item numbers VA Match Flag = 2 (record found on VA database but not a qualifying Veteran) Independent and record is not independent for a reason other than veteran status Y If the student believes the match results are in error, he or she should contact a regional VA office to have VA records updated. The PS will continue to send any correction transactions to VA for rematching and an updated match flag. While the student is resolving the discrepancy with the VA, the financial aid administrator can collect documentation from the applicant that clearly demonstrates that he or she is a veteran of the U.S. Armed Forces. The student can provide the DD214 form showing that haracter of Service is other than dishonorable. However, until the information is corrected in the VA database, the match results will not change. If the documentation confirms that the student is a veteran, Title IV aid can then be disbursed to the student. If the match results are correct and the student is not a qualifying veteran, then he or she must submit a correction to change the answer to Item 56 from Yes to No and provide parental information, including the signature of at least one parent. 163 This SAR reflects your Financial Aid Administrator's determination of your status as a homeless youth. Homeless Youth Determination set No resolution required. A financial aid administrator has reviewed the applicant s record and confirmed that he or she is a homeless youth. March 2014 ( ) SAR s and Text 74

198 SAR Text Definition hanges 164 You reported that your parent(s) did file or will file a 2013 income tax return (Item 80) but also reported that your father and your mother do not have a Social Security Number (Items 61 and 65). Please review your answers and make the necessary corrections. Updated year reference and item numbers is printed instead of printing comments 83 and 84 together J and K 165 not used 166 not used 167 not used 168 You must provide answers for your parents marital status and number of family members in Items 59 and 73. Updated item numbers Dependent student and marital status and number of family members are blank 10 Review and correct Parents Marital Status and Parents Number of Family Members. 169 You must provide answers for your marital status and number of family members in Items 16 and 95. Updated item number Independent student and marital status and number of family members are blank 10 Review and correct Student s Marital Status and Student s Number of Family Members. March 2014 ( ) SAR s and Text 75

199 SAR Text Definition hanges 170 This text is for the Web and if this comment code is included in the comment codes listed on the SAR/ISIR, a similar message is printed on the first page of the SAR. Your FAFSA has been selected for a review process called verification. Your school has the authority to request copies of certain financial documents from you and your parent(s). 171 This text is for the Web and if this comment code is included in the comment codes listed on the SAR/ISIR, a similar message is printed on the first page of the SAR. Your FAFSA has been selected for a review process called verification. Your school has the authority to request copies of certain financial documents from you (and your spouse). 172 This SAR was produced because we processed a change to your information based on information reported to us by another agency or as a result of a processing system change. Review your SAR to see what effect, if any, this change has had on your application, and call FED-AID ( ) if you have any questions. text is not printed on the SAR or ISIR from EDExpress text is not printed on the SAR or ISIR from EDExpress Selected for verification, dependent (Web only) Selected for verification, independent (Web only) System generated March 2014 ( ) SAR s and Text 76

200 SAR Text Definition hanges 173 The Department of Veterans Affairs did not confirm that you are or will be a qualifying veteran for purposes of receiving federal student aid for the school year. If you believe you are or will be a qualifying veteran, contact your financial aid office and provide a copy of your DD214 (military separation form). If you are currently serving on active duty in the U.S. Armed Forces for purposes other than training, change your answer to Item 50 from Yes to No and answer Yes to Item 49. If you are not and will not be a veteran, you must change the answer to Item 50 from Yes to No and provide parental information, including the signature of at least one of your parents. Updated year reference and item numbers VA Match Flag = 3 (record not found on VA database) Independent, record not found on VA database, and record is not independent for a reason other than veteran status Y If the student believes the match results are in error, he or she can provide the DD214 form (military separation form). However, it is likely that the military branch or Department of Defense has not sent the data to the VA. The student should contact a regional VA office to have VA records updated. Until the information is corrected in the VA database, the match results will not change. While the student is resolving the discrepancy with the VA, the financial aid administrator can collect from the applicant the DD214 that clearly demonstrates that he or she is a veteran of the U.S. Armed Forces. If the documentation confirms that the student is a veteran, Title IV aid can then be disbursed to him or her. If the match results are correct and the student is not a qualifying veteran, he or she must submit a correction to change the answer to Item 56 from Yes to No and provide parental information, including the signature of at least one parent. March 2014 ( ) SAR s and Text 77

201 SAR Text Definition hanges 174 We did not process your request to add another school code to your application because the Financial Aid Administrator at your previous school updated your application based on professional judgment. Please contact the financial aid office at your new school for assistance. Attempting to add a school to an FAA adjusted transaction 175 You reported that you are married and have dependents other than a spouse, but you also reported that your number of family members is 2. These answers are inconsistent. Review Items 16, 52, and 95 and make the necessary corrections. Updated item numbers Dependency, marital status, and number of family members inconsistent 176 You reported that you do not have children or other legal dependents, but you also reported that your number of family members is greater than 2. These answers are inconsistent. Review Items 51, 52, and 95 and make the necessary corrections. Updated item numbers Dependency, legal dependents and number of family members inconsistent 177 You reported that you are not married and do not have children or other legal dependents, but you also reported that your number of family members is 2. These answers are inconsistent. Review Items 16, 51, 52, and 95 and make the necessary corrections. Updated item numbers Dependency, legal dependents, number of family members, and marital status inconsistent 178 Review the number of family members you have reported in Item 73 and either confirm your answer by re-entering it or make the necessary correction. Updated item number Dependent with large number of family members W onfirm (re-enter the same value) or correct Parents Number of Family Members. 179 Review the number of family members you have reported in Item 95 and either confirm your answer by re-entering it or make the necessary correction. Updated item number Independent with large number of family members W onfirm (re-enter the same value) or correct Student s Number of Family Members. March 2014 ( ) SAR s and Text 78

202 SAR Text Definition hanges 180 The Department of Veterans Affairs did not confirm that you are or will be a qualifying veteran for purposes of receiving federal student aid for the school year. If you believe you are or will be a qualifying veteran, contact your financial aid office and provide a copy of your DD214 (military separation form). If you are currently serving on active duty in the U.S. Armed Forces for purposes other than training, change your answer to Item 50 from Yes to No and answer Yes to Item 49. If you are not and will not be a veteran, you must change the answer to Item 50 from Yes to No and provide parental information, including the signature of at least one of your parents. Updated year reference and item numbers VA Match Flag = 4 (record found on database but applicant is on active duty) Record is not independent for a reason other than veteran status Y Student must provide documentation to the school that shows upcoming release orders from a military branch, typically in memorandum format or letter, stating intent to release. There is no requirement to reconfirm actual separation during the award year. 181 Default Resolution Group, (GA 611) NSLDS defaulted loan contact 182 Default Resolution Group, (GA 620) NSLDS defaulted loan contact 183 Default Resolution Group, (GA 627) NSLDS defaulted loan contact 184 Default Resolution Group, (GA 631) NSLDS defaulted loan contact 185 Default Resolution Group, (GA 654) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 79

203 SAR Text Definition hanges 186 Default Resolution Group, (GA 656) NSLDS defaulted loan contact 187 Default Resolution Group, (GA 701) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. 188 United Student Aid Funds, Alaska laims Assistance, (GA 702) 189 Student Loan Guarantee Foundation of Arkansas, ollections, (GA 705) 190 Educational redit Management orporation A, or (GA 706) 191 ollege Assist, or (GA 708) 192 Educational redit Management orporation, or (GA 709) NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. 193 Default Resolution Group, (GA 710) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 80

204 SAR Text Definition hanges 194 Default Resolution Group, (GA 711) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 195 Florida Department of Education, Defaulted Borrowers Assistance, (GA 712) 196 Georgia Student Finance ommission, ollections, (GA 713) 197 Northwest Education Loan Association, ollection Office, or (GA 716) 198 Illinois Student Assistance ommission, laims and ollections, or (GA 717) 199 United Student Aid Funds, Indiana laims Assistance, (GA 718) 200 Iowa ollege Student Aid ommission, laims Dept., or (GA 719) 201 Kentucky Higher Education Assistance Authority, ollections Office, or (GA 721) NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 81

205 SAR Text Definition hanges 202 Louisiana Office of Student Financial Assistance, or (GA 722) 203 Finance Authority of Maine, or (GA 723) 204 United Student Aid Funds, Maryland laims Assistance, (GA 724) 205 American Student Assistance, ollections, (GA 725) 206 Michigan Higher Education Assistance Authority, ollections, (GA 726) 207 Great Lakes Educational Loan Services, Inc., (GA 727) NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. 208 Default Resolution Group, (GA 728) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 209 Missouri Department of Higher Education, (GA 729) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 82

206 SAR Text Definition hanges 210 Montana Guaranteed Student Loan Program, laims Management, or (GA 730) 211 National Student Loan Program (NSLP), ollection Office, , Ext (GA 731) 212 United Student Aid Funds, Nevada laims Assistance, (GA 732) 213 New Hampshire Higher Educ. Assistance Foundation, laims Section, , Ext (GA 733) 214 New Jersey Higher Education Student Assistance Authority, (GA 734) 215 New Mexico Student Loan Guarantee orporation, or , Ext (GA 735) 216 New York State Higher Education Services orporation, Office of Default, or (GA 736) 217 North arolina State Education Assistance Authority, ollections, (GA 737) NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 83

207 SAR Text Definition hanges 218 North Dakota Post laims ollections, (GA 738) Deleted second phone number NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 219 Default Resolution Group, (GA 739) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 220 Oklahoma ollege Assistance Program, ollection Office, or (GA 740) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 221 Educational redit Management orporation, or (GA 741) Revised agency name NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 222 Pennsylvania Higher Education Assistance Agency, or (GA 742) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 223 Rhode Island Higher Education Assistance Authority, (GA 744) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 224 South arolina State Education Assistance Authority, ollections, (GA 745) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 225 Great Lakes Higher Education orporation, or (GA 746) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 84

208 SAR Text Definition hanges 226 Tennessee Student Assistance orporation, BTI Services, or (GA 747) 227 Texas Guaranteed Student Loan orp., ollections, (GA 748) 228 Utah Higher Education Assistance Authority, or (GA 749) 229 Vermont Student Assistance orp., (GA 750) NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. 230 Default Resolution Group, (GA 751) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 231 Northwest Education Loan Association, ollection Office, (GA 753) 232 Great Lakes Higher Education orporation, or (GA 755) NSLDS defaulted loan contact NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. 233 Default Resolution Group, (GA 772) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 85

209 SAR Text Definition hanges 234 Default Resolution Group, (GA 778) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 235 United Student Aid Funds, Post laims Assistance, (GA 800) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 236 United Student Aid Funds, Arizona laims Assistance, (GA 804) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 237 United Student Aid Funds, Hawaii laims Assistance, (GA 815) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 238 Educational redit Management orporation, or (GA 927) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 239 Educational redit Management orporation, (GA 951) NSLDS defaulted loan contact A defaulted loan for this student is held by this agency. 240 To resolve your Academic ompetitiveness Grant (AG) overpayment, your Financial Aid Administrator must contact the school associated with the AG overpayment. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y The financial aid administrator should help the student resolve the overpayment by contacting the school associated with the overpayment. Flagged for AG overpayment March 2014 ( ) SAR s and Text 86

210 SAR Text Definition hanges 241 To resolve your Academic ompetitiveness Grant (AG) overpayment, call the U.S. Department of Education at or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for AG overpayment Y Applicant needs to contact the agency listed to resolve the overpayment. 242 To resolve your Academic ompetitiveness Grant (AG) overpayment, call the U.S. Department of Education at or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y Applicant needs to contact the agency listed to resolve the overpayment. Flagged for AG overpayment 243 To resolve your Academic ompetitiveness Grant (AG) overpayment, call the U.S. Department of Education at or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y Applicant needs to contact the agency listed to resolve the overpayment. Flagged for AG overpayment March 2014 ( ) SAR s and Text 87

211 SAR Text Definition hanges 244 To resolve your Academic ompetitiveness Grant (AG) overpayments, your Financial Aid Administrator must access NSLDS for additional AG overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for AG overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. 245 Direct Loan Servicing enter, Utica, NY, (00100) Direct loan servicing center information A defaulted loan for this student is held by this agency. 246 To resolve your Academic ompetitiveness Grant (AG) overpayment, your Financial Aid Administrator must access NSLDS for additional AG overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. Flagged for AG overpayment 247 The National Student Loan Data System (NSLDS) indicates that one or more of your federal student loans have been discharged by the Department of Veterans Affairs. If you have questions, contact the financial aid office at your school. Loan discharged by the Veterans Administration 248 Direct Loan Servicing enter (AS), Utica, NY, (GA 583) Direct loan servicing center information A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 88

212 SAR Text Definition hanges 249 not used 250 not used 251 all the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas (EDR 04) 252 all the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas (EDR 05) 253 all the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas (EDR 09) ED Regional office contact information ED Regional office contact information ED Regional office contact information A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 89

213 SAR Text Definition hanges 254 Based upon data provided by the National Student Loan Data System (NSLDS) and your grade level, we have determined that you may have received subsidized student loans in excess of loan limits established for the federal loan programs. You should review the information on Page 4. NSLDS Subsidized or ombined Loan Total has exceeded loan limits based on NSLDS Loan Limit Flags or Postscreening reason codes of 09 or 10 Y In general, students who borrow in excess of aggregate loan limits are ineligible to receive further Title IV assistance. However, if the school determines that the student inadvertently borrowed in excess of the limits, the student may regain eligibility either by repaying the amount borrowed in excess of the aggregate limits or by making satisfactory (to the loan holder) repayment arrangements for the excess amount. See Section (b) (1) of the Federal Student Financial Aid Regulations, Dear olleague Letter GEN 96-13, and Q&A #17 for additional information. 255 Based upon data provided by the National Student Loan Data System (NSLDS) and your grade level, we have determined that you may have received a total amount of undergraduate student loans that exceeds the loan limits established for the federal loan programs. You should review the information on Page 4. NSLDS Subsidized or ombined Loan Total has exceeded undergraduate loan limits based on NSLDS Loan Limit Flags or Postscreening reason code 09 or 10 Y See for comment 254. March 2014 ( ) SAR s and Text 90

214 SAR Text Definition hanges 256 Based upon data provided by the National Student Loan Data System (NSLDS) and your grade level, we have determined that you may have received a total amount of student loans (graduate and undergraduate) that exceeds the loan limits established for the federal loan programs. You should review the information on Page 4. NSLDS Subsidized or ombined Loan Total has exceeded graduate loan limits based on NSLDS Loan Limit Flags or Postscreening reason code 09 or 10 Y See for comment Based upon data provided by the National Student Loan Data System (NSLDS) and your grade level, we have determined that you may have received a total amount of student loans (graduate and undergraduate) that is close to or equal to the loan limits established for the federal loan programs. Therefore, your eligibility for additional student loans may be limited. You should review the information on Page 4. NSLDS Subsidized or ombined Loan Total is close to exceeding the loan limits based on NSLDS Loan Limit Flags Graduate close to loan limit No resolution required. On the PS 01 transaction, loan limits may already be exceeded. However, the PS would not detect it until NSLDS postscreening occurs. Schools must check aggregate amounts to determine if loans to the student are close to, equal to, or exceeding loan limits. If they are exceeding, see action needed for comment 254. If loan limits are close to or equal to the limits, caution should be used to ensure that the student does not exceed his or her loan limits with subsequent Title IV loans. March 2014 ( ) SAR s and Text 91

215 SAR Text Definition hanges 258 Based upon data provided by the National Student Loan Data System (NSLDS) and your grade level, we have determined that you may have received a total amount of undergraduate student loans that is close to or equal to the loan limits established for the federal loan programs. Therefore, your eligibility for additional student loans may be limited. You should review the information on Page The National Student Loan Data System (NSLDS) indicates you have one or more student loans in a status associated with identity theft. Before you can receive additional federal student loans, you must contact the financial aid office at your school. NSLDS Subsidized or ombined Loan Total is close to exceeding the loan limits based on NSLDS Loan Limit Flags Undergraduate close to loan limit NSLDS Identity Theft loan No resolution required. See for comment 257. No resolution required. SAR comment code 259 was originally developed in to be added to the record of an innocent student who was the victim of identity theft. However, we subsequently determined the comment was unnecessary as the student would simply have his or her identifiers removed from the fraudulently received loan. This comment will never appear on a student's record. March 2014 ( ) SAR s and Text 92

216 SAR Text Definition hanges 260 Based upon data provided by the National Student Loan Data System (NSLDS), your grade level, and your dependency status, we have determined that you may have received student loans in excess of loan limits established for the federal loan programs. You should review the information on Page 4. NSLDS Subsidized or ombined Loan Total has exceeded loan limits based on NSLDS Loan Limit Flags or Postscreening reason code 09 or 10 Y See for comment To resolve your National SMART Grant overpayment, your Financial Aid Administrator must contact the school associated with the National SMART Grant overpayment. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for National SMART Grant overpayment Y The financial aid administrator should help the student resolve the overpayment by contacting the school associated with the overpayment. March 2014 ( ) SAR s and Text 93

217 SAR Text Definition hanges 262 To resolve your National SMART Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) Y Applicant needs to contact the agency listed to resolve the overpayment. NSLDS Match Flag = 3 (overpayment) Flagged for National SMART Grant overpayment 263 To resolve your National SMART Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y Applicant needs to contact the agency listed to resolve the overpayment. Flagged for National SMART Grant overpayment March 2014 ( ) SAR s and Text 94

218 SAR Text Definition hanges 264 To resolve your National SMART Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) Y Applicant needs to contact the agency listed to resolve the overpayment. NSLDS Match Flag = 3 (overpayment) Flagged for National SMART Grant overpayment 265 To resolve your National SMART Grant overpayments, your Financial Aid Administrator must access NSLDS for additional National SMART Grant overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. Flagged for National SMART Grant overpayment March 2014 ( ) SAR s and Text 95

219 SAR Text Definition hanges 266 To resolve your National SMART Grant overpayment, your Financial Aid Administrator must access NSLDS for additional National SMART Grant overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for National SMART Grant overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. 267 There is a limit to the total amount of subsidized Federal student loans that you may receive. Please visit StudentAid.gov and select Types of Aid/Loans for more information. 268 You reported that you completed a rigorous high school program or state scholars program that may qualify you for an Academic ompetitiveness Grant (AG). 269 You reported that you completed two or more Advanced Placement (AP) courses or two or more International Baccalaureate (IB) courses and achieved a score on the exams that may qualify you for an Academic ompetitiveness Grant (AG). 270 You reported that you took and passed a series of high school courses that may qualify you for an Academic ompetitiveness Grant (AG). Added comment will not appear for will not appear for will not appear for NSLDS Subsidized Usage Limit Flag = Y AG High School program AG AP/IB courses AG Rigorous high school courses March 2014 ( ) SAR s and Text 96

220 SAR Text Definition hanges 271 The Financial Aid Administrator at your college will determine if you are eligible for an AG. All followup information about your grant eligibility will come from the financial aid office at your college. will not appear for AG Referral to FAA 272 The National Student Loan Data System (NSLDS) indicates that you have one or more student loans that may have been obtained fraudulently. You are not eligible to receive any federal student aid until this issue is resolved. changed from a warning comment to a new reject comment, 24 NSLDS Fraud Loan 24 SAR comment code 272 will appear only if a guaranty agency, a Perkins school, or the Department of Education has determined that a loan was obtained fraudulently. In these rare cases, the loan is listed under the perpetrator's identifiers and thus he or she cannot get further Title IV federal student aid. If a school receives a student record with comment code 272, the school should refer the applicant to the loan holder for resolution. 273 You changed the answer to your parents income, income taxes paid, or exemptions. If your parents have completed their 2013 tax return, you should also change the answer to the tax return question (Item 80) to indicate their tax return has been completed. You may make corrections online at and if your parents filed a federal tax return with the IRS, they may be eligible to use the IRS Data Retrieval Tool, which is the best and easiest way to provide accurate tax information. With just a few simple steps, your parents can view information from their IRS tax return and transfer that information directly into your FAFSA. Updated year reference and item number Parent corrections to tax fields with estimated tax return March 2014 ( ) SAR s and Text 97

221 SAR Text Definition hanges 274 You changed the answer to your income, income taxes paid, or exemptions. If you have completed your 2013 tax return, you should also change the answer to the tax return question (Item 32) to indicate your tax return has been completed. You may make corrections online at and if you filed a federal tax return with the IRS, you may be eligible to use the IRS Data Retrieval Tool, which is the best and easiest way to provide accurate tax information. With just a few simple steps, you can view information from your IRS tax return and transfer that information directly into your FAFSA. 275 You were issued a Federal Student Aid PIN to sign your FAFSA. Your information has been verified and your PIN has been confirmed. Do not share your PIN with anyone. Remember that your PIN stays the same from year to year and that you can use your PIN to make corrections, add school codes, view your federal student loan history, and electronically sign your Federal Direct Loan Master Promissory Note. For more information on the PIN, visit You were issued a Federal Student Aid PIN to sign your FAFSA. We were unable to verify your name, date of birth, and/or Social Security Number (SSN) with the Social Security Administration (SSA). Therefore, your PIN has been deactivated. Follow the instructions below to resolve your problem with the SSA. Updated year reference Updated year reference Updated year reference Student corrections to tax fields with estimated tax return Student Temporary PIN confirmed Student Temporary PIN not confirmed March 2014 ( ) SAR s and Text 98

222 SAR Text Definition hanges 277 Your parent was issued a Federal Student Aid PIN to sign your FAFSA. Your parent s information has been verified and the PIN has been confirmed. Your parent should not share the PIN with anyone. The PIN stays the same from year to year and can be used to make corrections, add school codes, and view your federal student loan history. For more information on the PIN, your parent can visit Your parent was issued a Federal Student Aid PIN to sign your FAFSA. We were unable to verify your parent s name, date of birth, and/or Social Security Number (SSN) with the Social Security Administration (SSA). Therefore, the PIN has been deactivated. Follow the instructions below to resolve your parent s problem with the SSA. 279 Your parent was issued a Federal Student Aid PIN to sign your FAFSA. Your parent s information has been verified and the PIN has been confirmed. Your parent should not share the PIN with anyone. The PIN stays the same from year to year and can be used to make corrections, add school codes, and view your federal student loan history. For more information on the PIN, your parent can visit Your parent was issued a Federal Student Aid PIN to sign your FAFSA. We were unable to verify your parent s name, date of birth, and/or Social Security Number (SSN) with the Social Security Administration (SSA). Therefore, the PIN has been deactivated. Follow the instructions below to resolve your parent s problem with the SSA. Revised the comment to make it gender-neutral and updated year reference Revised the comment to make it gender-neutral and updated year reference Revised the comment to make it gender-neutral and updated year reference Revised the comment to make it gender-neutral and updated year reference Parent 1 Temporary PIN confirmed Parent 1 Temporary PIN not confirmed Parent 2 Temporary PIN confirmed Parent 2 Temporary PIN not confirmed March 2014 ( ) SAR s and Text 99

223 SAR Text Definition hanges 281 We cannot process your FAFSA because of issues related to your eligibility. ontact Federal Student Aid at for assistance within 30 days from the date of this letter. Added comment Eligibility hold 23 The student is placed in an eligibility hold with the Department of Education. The student must contact Federal Student Aid at the number provided in the comment to determine if the hold can be removed. 282 You are currently in the process of applying for or have received a Total and Permanent Disability (TPD) discharge. If you are in the process of applying for a TPD discharge, receiving additional federal student aid may affect your eligibility for a TPD discharge. If you have already received a TPD discharge, you must meet additional eligibility requirements to receive further federal student aid. Depending on when you received a TPD discharge, receiving additional federal student aid may affect your ability to keep your discharge. ontact the financial aid office at your school for further information. Revised comment, reason for comment, and action needed Loan data provider contact DDP/FLS contact code 582 This student has either: (1) indicated that he or she will apply for a Total and Permanent Disability (TPD) discharge, (2) applied for a TPD discharge, (3) or has received a TPD discharge. If the student receives a Title IV loan or TEAH Grant, it may affect the student s eligibility for discharge or may cause the student s loan or grant obligation to be reinstated. If the student has already received a TPD discharge, there are additional student eligibility criteria that the student must meet before receiving additional Title IV loans or TEAH Grants. If the student has applied for or is in the process of applying for a TPD discharge, but the application has neither been approved nor rejected, any disbursements of a Title IV loan or TEAH Grant that are made may cause the student s application for TPD discharge to be suspended until the disbursement is returned or may cause the student s TPD application to be rejected. ontact the TPD Servicer for specific information on March 2014 ( ) SAR s and Text 100

224 SAR Text Definition hanges 282 (cont.) the status of the student s TPD application and guidance on the impact that receiving Title IV loans or TEAH Grants may have on the student s TPD application. Then, counsel the student accordingly. If the student has received a TPD discharge, the student is not eligible to receive further Title IV loans or TEAH Grants unless the student provides: (1) a statement from his/her physician certifying that the student is able to engage in substantial gainful activity; and (2) a statement, signed by the student, acknowledging that the new Title IV loan or TEAH Grant service obligation cannot be discharged in the future on the basis of any impairment present when the new loan or TEAH Grant is made, unless that impairment substantially deteriorates so that the student is once again totally and permanently disabled. This requirement applies to all students who received a TPD discharge, regardless of whether they were subject to a postdischarge monitoring period (see below) or whether they have completed their post-discharge monitoring period (if any). If the student has been granted a TPD discharge and the discharge was granted on the basis of a physician s certification or documentation from the Social Security Administration (NSLDS Loan Status s DI or DS ), the student March 2014 ( ) SAR s and Text 101

225 SAR Text Definition hanges 282 (cont.) is subject to a post-discharge monitoring period that starts on the date that the Department granted the discharge. During this period, the receipt of a new Title IV loan or TEAH Grant or a subsequent disbursement of a Title IV loan or TEAH Grant that was initially received prior to the date that the Department granted discharge may cause the student s obligation to repay the Title IV loan or fulfill the TEAH Grant service obligation to be reinstated. ontact the TPD Servicer for specific information on the status of the student s TPD discharge and counsel the student accordingly. If the student is still undergoing monitoring, advise the student to contact the TPD Servicer to inform the TPD Servicer that the student will be receiving a new Title IV loan or TEAH Grant and that their discharged obligations must be reinstated before making any disbursements to such a student. Note that students who received a TPD discharge on the basis of documentation from the Veterans Administration (VA) (NSLDS Loan Status VA ) are not subject to a post-discharge monitoring period. Students and schools may contact the Department s TPD Servicer, Nelnet at from 8:00 a.m. - 8:00 p.m. (ET), Monday through Sunday or write to Nelnet, U.S. Department of Education, March 2014 ( ) SAR s and Text 102

226 SAR Text Definition hanges 282 (cont.) PO box Lincoln, Nebraska or by at 283 Issues related to your FAFSA have been resolved and processing of your FAFSA may continue. Added comment 23 resolved, hold removed No resolution required. 284 This SAR reflects your Financial Aid Administrator s decision to consider you an independent student. Dependency Override set 285 Since you filed your FAFSA over the telephone, you must sign and return this SAR before we can determine your eligibility for federal student aid. Missing student signature on FAFSA on the Phone record 16 Signature correction must be made on a printed SAR certification page and resubmitted to the FAFSA Processor or corrected electronically. 286 We assumed the total amount for your parents income deductions to be zero in order to calculate your eligibility for federal student aid because the amounts you reported in Items 93a through 93f are high, based on the other income amounts you reported. If our assumption is correct, no further action is required. If it is incorrect, you need to confirm your answers or make the necessary corrections to Items 93a through 93f. Updated item numbers Parents Additional Financial Information Total assumed March 2014 ( ) SAR s and Text 103

227 SAR Text Definition hanges 287 We assumed the total amount for your income deductions to be zero in order to calculate your eligibility for federal student aid because the amounts you reported in Items 44a through 44f are high, based on the other income amounts you reported. If our assumption is correct, no further action is required. If it is incorrect, you need to confirm your answers or make the necessary corrections to Items 44a through 44f. 288 We assumed the total amount for your income deductions to be zero in order to calculate your eligibility for federal student aid because the amounts you reported in Items 44a through 44f are high, based on the other income amounts you reported. If our assumption is correct, no further action is required. If it is incorrect, you need to confirm your answers or make the necessary corrections to Items 44a through 44f. Updated item numbers Updated item numbers Dependent student s Additional Financial Information Total assumed Independent student s Additional Financial Information Total assumed 289 To resolve your TEAH Grant overpayment, your Financial Aid Administrator must contact the school associated with the TEAH Grant overpayment. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for TEAH Grant overpayment Y The financial aid administrator should help the student resolve the overpayment by contacting the school associated with the overpayment. March 2014 ( ) SAR s and Text 104

228 SAR Text Definition hanges 290 To resolve your TEAH Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) Y Applicant needs to contact the agency listed to resolve the overpayment. NSLDS Match Flag = 3 (overpayment) Flagged for TEAH Grant overpayment 291 To resolve your TEAH Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) Y Applicant needs to contact the agency listed to resolve the overpayment. NSLDS Match Flag = 3 (overpayment) Flagged for TEAH Grant overpayment 292 To resolve your TEAH Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) Y Applicant needs to contact the agency listed to resolve the overpayment. NSLDS Match Flag = 3 (overpayment) Flagged for TEAH Grant overpayment March 2014 ( ) SAR s and Text 105

229 SAR Text Definition hanges 293 To resolve your TEAH Grant overpayment, your Financial Aid Administrator must access NSLDS for additional TEAH Grant overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for TEAH Grant overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. 294 To resolve your TEAH Grant overpayment, your Financial Aid Administrator must access NSLDS for additional TEAH Grant overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. Flagged for TEAH Grant overpayment 295 You did not report information about your parents on your FAFSA and will see comments and highlighted fields on your SAR regarding the missing information. You indicated you have a circumstance that requires you to follow-up with your Financial Aid Administrator before your eligibility for federal student aid can be determined. Special ircumstances Flag = 1 (dependent record submitted without parental data) March 2014 ( ) SAR s and Text 106

230 SAR Text Definition hanges 296 This SAR reflects the parental data that you have added to your FAFSA. 297 You indicated that you were homeless or at risk of being homeless. Since you are over the age of 21, only your Financial Aid Administrator can make the determination that you meet the homeless conditions, so we have assumed the answer to Item 56, 57, or 58 to be No. You should contact your financial aid office for assistance in determining your status. Updated item numbers Parental data corrected on Special ircumstances record Assumption for Homeless Youth questions March 2014 ( ) SAR s and Text 107

231 SAR Text Definition hanges 298 This SAR has been produced due to a possible change in your eligibility for federal student aid. Please contact your financial aid office for more information. 299 You did not report information about your parents on your FAFSA because you indicated you are homeless or at risk of homelessness. You will see comments and highlighted fields on your SAR regarding the missing information. You are required to follow-up with your Financial Aid Administrator before your eligibility for federal student aid can be determined. DOD Match Flag = Y (applicant s SSN included in the DOD Match file Student s SSN and first two letters of the last name match a record on the DOD Match file confirming the student had a parent who died as the result of military service in Iraq or Afghanistan after September 11, 2001 DOD Match system generated transaction Special ircumstances Flag = 3 If the student was 24 years of age or older on the date of the parent s death, confirm that the student was enrolled in college. The parent s date of death is included in the ISIR file or can be viewed in the EDExpress FAA Information View and on FAA Access to PS Online. The date of death is not printed on the ISIR and the match flag and date of death do not print on the SAR. The Date of Death does print on the FAA version of the e-sar. If the student is Pell-eligible and has a Pell-eligible EF, he or she should receive a 0 (zero) EF Pell Grant award. If the student s EF is not Pell-eligible, he or she should receive the equivalent to a 0 (zero) EF Pell Grant award in the Iraq and Afghanistan Service Grant. March 2014 ( ) SAR s and Text 108

232 SAR Text Definition hanges 300 You did not report information about your parents on your FAFSA because you indicated you are only applying for an unsubsidized student loan. You will see comments and highlighted fields on your SAR regarding the missing information and are required to follow-up with your Financial Aid Administrator before your eligibility for federal student aid can be determined. 301 You did not report whether or not you will have your first bachelor s degree by July 1, 2014 (Item 28). You need to provide an answer for this item. 302 You have changed your marital status in Item 16 or your marital status date in Item 17 to a new response. The answer to these questions must be your marital status as of the date you signed and submitted your FAFSA. If your answers do not reflect your status as of the date you submitted your FAFSA, you need to make a correction to one or both of these items. Updated year reference Special ircumstances Flag = 4 (dependent record unsubsidized loans only) Blank Bachelor s Degree Student s Marital Status or Marital Status Date corrected 303 Department of Education/AS, (GA 577) 304 Department of Education/SALLIE MAE, (GA 578) 305 Department of Education/FEDLOAN Servicing (PHEAA), (GA 579) NSLDS defaulted loan contacts NSLDS defaulted loan contacts NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 109

233 SAR Text Definition hanges 306 Department of Education/NELNET, (GA 580) 307 Department of Education/GREAT LAKES, (GA 581) NSLDS defaulted loan contacts NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. 308 You have changed your parents marital status in Item 59 or your parents marital status date in Item 60 to a new response. The answer to these questions must be your parents marital status as of the date you signed and submitted your FAFSA. Unless a Financial Aid Administrator has instructed you to update this information, you need to make a correction to one or both of these items if your answers do not reflect your parents status as of the date you submitted your FAFSA. Updated item numbers Parents Marital Status or Marital Status Date corrected 309 To resolve your Iraq/Afghanistan Service Grant overpayment, your Financial Aid Administrator must contact the school associated with the Iraq/Afghanistan Service Grant overpayment. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Iraq and Afghanistan Service Grant overpayment Y The financial aid administrator should help the student resolve the overpayment by contacting the school associated with the overpayment. March 2014 ( ) SAR s and Text 110

234 SAR Text Definition hanges 310 To resolve your Iraq/Afghanistan Service Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Iraq and Afghanistan Service Grant overpayment Y Applicant needs to contact the agency listed to resolve the overpayment. 311 To resolve your Iraq/Afghanistan Service Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y Applicant needs to contact the agency listed to resolve the overpayment. Flagged for Iraq and Afghanistan Service Grant overpayment March 2014 ( ) SAR s and Text 111

235 SAR Text Definition hanges 312 To resolve your Iraq/Afghanistan Service Grant overpayment, call the U.S. Department of Education at , or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Iraq and Afghanistan Service Grant overpayment Y Applicant needs to contact the agency listed to resolve the overpayment. 313 To resolve your Iraq/Afghanistan Service Grant overpayments, your Financial Aid Administrator must access NSLDS for Iraq/Afghanistan Service Grant overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. Flagged for Iraq and Afghanistan Service Grant overpayment March 2014 ( ) SAR s and Text 112

236 SAR Text Definition hanges 314 To resolve your Iraq/Afghanistan Service Grant overpayment, your Financial Aid Administrator must access NSLDS for additional Iraq/Afghanistan Service Grant overpayment information. NSLDS Results Flag = 1 (record matched, data sent) NSLDS Match Flag = 3 (overpayment) Flagged for Iraq and Afghanistan Service Grant overpayment Y The financial aid administrator should access NSLDS for additional information to help student resolve overpayment. 315 Missouri Higher Education Loan Authority (MOHELA), (GA 500) NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. 316 ESA/Edfinancial, (GA 501) NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. 317 Utah Higher Education Assistance Authority (ornerstone), (GA 502) NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. 318 Aspire Resources, (GA 503) NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. 319 Granite State Management and Resources, (GA 504) NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 113

237 SAR Text Definition hanges 320 EdManage, (GA 505) NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. 321 Oklahoma Student Loan Authority, (GA 506) 322 reserved for future contact NSLDS defaulted loan contacts NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. 323 KSA Servicing, (GA 508) NSLDS defaulted loan contacts 324 EDGEucation Loans, (GA 509) NSLDS defaulted loan contacts 325 OSTEP Servicing, (GA510) NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. 326 Vermont Student Assistance orporation, (GA 511) 327 to 343 s reserved for future contacts NSLDS defaulted loan contacts NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. A defaulted loan for this student is held by this agency. March 2014 ( ) SAR s and Text 114

238 SAR Text Definition hanges 344 ESI Federal Perkins Loan Servicer, (GA 529) Added comment NSLDS defaulted loan contacts A defaulted loan for this student is held by this agency. 345 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between four and five school years. Applicant s Pell Lifetime Eligibility Used amount is high 346 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received a total amount of Pell Grants that is close to the cumulative total you can receive. Therefore, your eligibility for additional Pell Grants may be limited. Applicant s Pell Lifetime Eligibility Used amount is close to the Pell limit Y heck NSLDS records to verify that applicant is not exceeding lifetime eligibility. 347 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you may have received a total amount of Pell Grants that equals or exceeds the cumulative total you can receive. Applicant s Pell Lifetime Eligibility Used amount is met or has exceeded the limit Y heck NSLDS records to verify that applicant is not exceeding lifetime eligibility. March 2014 ( ) SAR s and Text 115

239 SAR Text Definition hanges 348 Based on information from NSLDS, the total amount of Federal Pell Grants that you have received has changed, which may affect your eligibility for additional Pell Grants. 349 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Once a total amount of Pell Grant eligibility has been received, a student can no longer receive Pell Grant aid. 350 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of up to one half of a school year. 351 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between onehalf and one school year. Applicant s Pell Lifetime Eligibility Used amount is no longer close to or exceeding the limit Pell eligible and Pell Lifetime Eligibility Used is 0% Pell eligible and Pell Lifetime Eligibility Used is greater than 0% and less than or equal to 50% Pell eligible and Pell Lifetime Eligibility Used is greater than 50% and less than or equal to 100% March 2014 ( ) SAR s and Text 116

240 SAR Text Definition hanges 352 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between one and one and one-half school years. 353 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between one and one-half and two school years. 354 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between two and two and one-half school years. 355 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between two and one-half and three school years. Pell eligible and Pell Lifetime Eligibility Used is greater than 100% and less than or equal to 150% Pell eligible and Pell Lifetime Eligibility Used is greater than 150% and less than or equal to 200% Pell eligible and Pell Lifetime Eligibility Used is greater than 200% and less than or equal to 250% Pell eligible and Pell Lifetime Eligibility Used is greater than 250% and less than or equal to 300% March 2014 ( ) SAR s and Text 117

241 SAR Text Definition hanges 356 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between three and three and one-half school years. 357 There is a limit to the total amount of Federal Pell Grants that a student may receive, which is the equivalent of 6 school years. Based on information reported to the National Student Loan Data System (NSLDS) by the schools you have attended, you have received Pell Grants for the equivalent of between three and one-half and four school years. Pell eligible and Pell Lifetime Eligibility Used is greater than 300% and less than or equal to 350% Pell eligible and Pell Lifetime Eligibility Used is greater than 350% and less than or equal to 400% 358 not used March 2014 ( ) SAR s and Text 118

242 SAR Text Definition hanges 359 Your school may request additional information to determine your eligibility for federal student aid. Revised the Action Needed column NSLDS Unusual Enrollment History Flag equals 2 Y The institution must review the student s enrollment and financial aid records to determine if, during the , , and , , and award years, the student received a Pell Grant at the institution that is performing the review. If so, no additional action is required. If not, using information from the National Student Loan Data System (NSLDS), the institution must identify all institutions where the student received a Pell Grant for the , , and , , and award years and determine whether academic credit was earned at each institution during the award year for which the student received a Pell Grant. Based on those determinations, discussions with the student may be necessary. See Dear olleague letter GEN for additional information. March 2014 ( ) SAR s and Text 119

243 SAR Text Definition hanges 360 Based upon data provided by the National Student Loan Data System (NSLDS), your school will request additional information to determine your eligibility for federal student aid and before disbursement of funds can be made. Revised the Action Needed column NSLDS Unusual Enrollment History Flag equals 3 Y Using information from the National Student Loan Data System (NSLDS), the institution must identify all institutions where the student received a Pell Grant for the , , and , , and award years and determine whether academic credit was earned at each institution during the award year for which the student received a Pell Grant. Based on those determinations, discussions with the student may be necessary. See Dear olleague letter GEN for additional information. March 2014 ( ) SAR s and Text 120

244 SAR Text Definition hanges 361 The parents marital status you reported in Item 59 does not appear to agree with the parents tax return filing status reported in Item 82. If one of these items is incorrect, you need to make a correction. If the information you reported is correct, make sure the income information reported in Items 85 through 89, 93, and 94 correctly reflects your parents 2013 income. Added comment Parents Tax Return Filing Status = 2 (Married, filed joint return) or 5 (Qualifying widow[er]) and Parents Marital Status = 2 (Never married) OR Parents Tax Return Filing Status = 1 (Single), 3 (Married, filed separate return), or 4 (Head of household) and Parents Marital Status = 1 (Married or remarried) OR Parents Tax Return Filing Status = 2 (Married, filed joint return) and Parents Marital Status = 3 (Divorced or separated) or 4 (Widowed) Parents Tax Return Filing Status conflicts with the Parents Marital Status Review and correct Parents Tax Return Filing Status or Parents Marital Status or verify that the income reported in questions 85 through 89, 93, and 94 reflects the parents 2013 income. March 2014 ( ) SAR s and Text 121

245 SAR Text Definition hanges 362 The parents marital status you reported in Item 59 does not appear to agree with the parents tax return filing status reported in Item 82. If one of these items is incorrect, you need to make a correction. Added comment Parents Tax Return Filing Status = 3 (Married, filed separate return) and Parents Marital Status = 2 (Never married) OR Parents Tax Return Filing Status = 5 (Qualifying widow[er]) and Parents Marital Status = 3 (Divorced or separated) Parents Tax Return Filing Status conflicts with the Parents Marital Status Review and correct either the Parents Tax Return Filing Status or Parents Marital Status. 363 You reported that your parents marital status is widowed. Review Items 85 through 89, 93, and 94 to make sure the income information reported does not include your parent s spouse s 2013 income. Added comment Parents Tax Return Filing Status = 5 (Qualifying widow[er]) and Parents Marital Status = 4 (Widowed) Review and correct Parents Tax Return Filing Status or Parents Marital Status or verify that the income reported in questions 85 through 89, 93, and 94 reflects the surviving parents 2013 income only. March 2014 ( ) SAR s and Text 122

246 SAR Text Definition hanges 364 You reported that your parents marital status is married and also reported that your parents tax return filing status was qualifying widow(er). Please review Items 85 through 89, 93, and 94 to make sure the income information reported correctly reflects your parents 2013 income. Added comment Parents Tax Return Filing Status = 5 (Qualifying widow[er]) and Parents Marital Status = 1 (Married or remarried) Parents Tax Return Filing Status conflicts with the Parents Marital Status Review and correct Parents Tax Return Filing Status or Parents Marital Status or verify that the income reported in questions 85 through 89, 93, and 94 reflects the parent s 2013 income. March 2014 ( ) SAR s and Text 123

247 SAR Text Definition hanges 365 Your marital status you reported in Item 16 does not appear to agree with your tax return filing status reported in Item 34. If one of these items is incorrect, you need to make a correction. If the information you reported is correct, make sure the income information reported in Items 36 through 40, 44, and 45 correctly reflects your 2013 income. Added comment Student s Tax Return Filing Status = 2 (Married, filed joint return) or 5 (Qualifying widow[er]) and Student s Marital Status = 1 (Single) OR Student s Tax Return Filing Status = 1 (Single), 3 (Married, filed separate return), or 4 (Head of household) and Student s Marital Status = 2 (Married or remarried) Student s Tax Return Filing Status conflicts with the Student s Marital Status Review and correct Student s Marital Status or Student s Tax Return Filing Status or verify that the income reported in questions 36 through 40, 44, and 45 reflects the Student s 2013 income. March 2014 ( ) SAR s and Text 124

248 SAR Text Definition hanges 366 Your marital status you reported in Item 16 does not appear to agree with your tax return filing status reported in Item 34. If one of these items is incorrect, you need to make a correction. Added comment Student s Tax Return Filing Status = 3 (Married, filed separate return) and Student s Marital Status = 1 (Single) Review and correct either the Student s Marital Status or Student s Tax Return Filing Status. Student s Tax Return Filing Status conflicts with the Student s Marital Status March 2014 ( ) SAR s and Text 125

249 SAR Text Definition hanges 367 Your marital status you reported in Item 16 does not appear to agree with your tax return filing status reported in Item 34. If the information you reported is correct, make sure the income information reported in Items 36 through 40, 44, and 45 correctly reflects your 2013 income. Added comment Student s Tax Return Filing Status = 2 (Married, filed joint return) and Student s Marital Status = 3 (Separated) or 4 (Divorced or widowed) OR Student s Tax Return Filing Status = 5 (Qualifying widow[er]) and Student s Marital Status = 3 (Separated) or 4 (Divorced or widowed) Student s Tax Return Filing Status conflicts with the Student s Marital Status Review and correct Student s Marital Status or Student s Tax Return Filing Status or verify that the income reported in questions 36 through 40, 44, and 45 reflects the Student s 2013 income. March 2014 ( ) SAR s and Text 126

250 SAR Text Definition hanges 368 You reported that your marital status is married and also reported that your tax return filing status was qualifying widow(er). Please review Items 36 through 40, 44, and 45 to make sure the income information reported correctly reflects your 2013 income. Added comment Student s Tax Return Filing Status = 5 (Qualifying widow[er]) and Student s Marital Status = 2 (Married or remarried) Student s Tax Return Filing Status conflicts with the Student s Marital Status Review and correct Student s Marital Status or Student s Tax Return Filing Status or verify that the income reported in questions 36 through 40, 44, and 45 reflects the student s 2013 income only, not the deceased spouse. March 2014 ( ) SAR s and Text 127

251 SAR Text Definition hanges 369 The Social Security Administration (SSA) did not confirm the Social Security Number (SSN) you reported for your first parent in Item 61. If you believe that the SSN you reported is correct, your parent must contact the SSA. The SSA can be contacted by calling or by visiting If the SSN is incorrect, you must make the necessary correction. Added comment Parent 1 SSN Match Flag = 1 (no SSN match) or 6 (SSN not verified), Parent 2 SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parents Marital Status = 5 (Unmarried and both parents living together) 6 orrect the SSN for parent 1. Also review and correct the name and/or Date of Birth for parent 2 and/or parent 1 to achieve a full match for at least one parent. If documentation confirms that parent 1 does not have an SSN, enter all zeros in the field, and confirm by re-entering the zeros. Parent 1 SSN invalid at SSA or not verified Parent 2 match results indicate an invalid SSN, no match on name, or no match on DOB Neither parent has a full match of 4 March 2014 ( ) SAR s and Text 128

252 SAR Text Definition hanges 370 The Social Security Administration (SSA) did not confirm the Social Security Number (SSN) you reported for your second parent in Item 65. If you believe that the SSN you reported is correct, your parent must contact the SSA. The SSA can be contacted by calling or by visiting If the SSN is incorrect, you must make the necessary correction. Added comment Parent 2 SSN Match Flag = 1 (no SSN match) or 6 (SSN not verified), Parent 1 SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parents Marital Status = 5 (Unmarried and both parents living together) 7 orrect the SSN for parent 2. Also review and correct the name and/or Date of Birth for parent 2 and/or parent 1 to achieve a full match for at least one parent. If documentation confirms that parent 2 does not have an SSN, enter all zeros in the field, and confirm by re-entering the zeros. Parent 2 SSN invalid at SSA or not verified Parent 1 match results indicate an invalid SSN, no match on name, or no match on DOB Neither parent has a full match of 4 March 2014 ( ) SAR s and Text 129

253 SAR Text Definition hanges 371 The Social Security Administration (SSA) confirmed the Social Security Number (SSN) you reported for your second parent on your FAFSA, but did not confirm the SSN you reported for your first parent (Item 61). If you believe that the SSN you reported for your first parent is correct, your parent should contact the SSA. The SSA can be contacted by calling or by visiting If the SSN is incorrect, you need to make the necessary correction. Added comment Parent 1 SSN Match Flag = 1 (no SSN match) or 6 (SSN not verified), Parent 2 SSN Match Flag = 4 (SSN, name, and DOB match) and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 1 SSN invalid at SSA or not verified Parent 2 has a full match No resolution required. orrect SSN for parent 1 to achieve a full match. If documentation confirms that parent 1 does not have an SSN, enter all zeros in the field, and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 130

254 SAR Text Definition hanges 372 The Social Security Administration (SSA) confirmed the Social Security Number (SSN) you reported for your first parent on your FAFSA, but did not confirm the SSN you reported for your second parent (Item 65). If you believe that the SSN you reported for your second parent is correct, your parent should contact the SSA. The SSA can be contacted by calling or by visiting If the SSN is incorrect, you need to make the necessary correction. Added comment Parent 2 SSN Match Flag = 1 (no SSN match) or 6 (SSN not verified), Parent 1 SSN Match Flag = 4 (SSN, name, and DOB match) and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 2 SSN invalid at SSA or not verified Parent 1 has a full match No resolution required. orrect SSN for parent 2 to achieve a full match. If documentation confirms that parent 1 does not have an SSN, enter all zeros in the field, and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 131

255 SAR Text Definition hanges 373 Your first parent s date of birth as reported on your FAFSA does not match the date of birth in the Social Security Administration's (SSA) records for your first parent s Social Security Number (SSN). Therefore, you must correct your first parent s SSN (Item 61) or date of birth (Item 64). If your parent s date of birth is correct, you must confirm it by re-entering it in Item 64. If you confirm your parent s date of birth, your parent should also contact the SSA to make sure they correct it in their records. The SSA can be contacted by calling or by visiting Added comment Parent 1 SSN Match Flag = 2 (SSN and name match, no DOB match), Parent 2 SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 1 Social Security Match, but no Date of Birth Match Parent 2 does not have a full match S orrect date of birth for parent 1. If the date of birth for parent 1 is correct on the SAR/ISIR re-enter the same value to reaffirm that date of birth is correct. The PS will process the transaction without the reject. In addition, if the date of birth for parent 1 is correct, the parent should contact SSA to update its records. Records sent for rematching in future years would continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. orrect the data elements for parent 2 as appropriate to achieve a full match. If documentation confirms that parent 2 does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 132

256 SAR Text Definition hanges 374 We previously indicated that your first parent s date of birth in Item 64 does not match the date of birth in the Social Security Administration's (SSA) records for your first parent s Social Security Number (SSN). If your first parent s SSN (Item 61) or date of birth is incorrect, you need to make a correction. If your parent s SSN and date of birth are correct, your parent should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting Added comment Parent 1 SSN Match Flag = 2 (SSN and name match, no DOB match), Parent 2 SSN Match Flag does not = 4 (SSN, name, and DOB match), and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 1 reaffirmed that SSA s invalid DOB is correct Parent 2 does not have a full match S verified No resolution required. A correction was made to reaffirm the date of birth for parent 1. However, SSA records have not changed. The PS will suppress the reject S. If the DOB for parent 1 is correct, the parent should contact SSA to update its records. orrect data elements for parent 2 as appropriate to achieve full match. March 2014 ( ) SAR s and Text 133

257 SAR Text Definition hanges 375 Your second parent s date of birth as reported on your FAFSA does not match the date of birth in the Social Security Administration's (SSA) records for your second parent s Social Security Number (SSN). Therefore, you must correct your second parent s SSN (Item 65) or date of birth (Item 68). If your parent s date of birth is correct, you must confirm it by reentering it in Item 68. If you confirm your parent's date of birth, your parent should also contact the SSA to make sure they correct it in their records. The SSA can be contacted by calling or by visiting Added comment Parent 2 SSN Match Flag = 2 (SSN and name match, no DOB match), Parent 1 SSN Match Flag does not = 4 (SSN, name, and DOB match), and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 2 Social Security Match, but no Date of Birth Match Parent 1 does not have a full match T orrect date of birth for parent 2. If the date of birth for parent 2 is correct on the SAR/ISIR re-enter the same value to reaffirm that date of birth is correct. The PS will process the transaction without the reject. In addition, if the date of birth for parent 2 is correct, the parent should contact SSA to update its records. Records sent for rematching in future years would continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. orrect the data elements for parent 1 as appropriate to achieve a full match. If documentation confirms that parent 2 does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 134

258 SAR Text Definition hanges 376 We previously indicated that your second parent s date of birth in Item 68 does not match the date of birth in the Social Security Administration's (SSA) records for your second parent s Social Security Number (SSN). If your second parent s SSN (Item 65) or date of birth is incorrect, you need to make a correction. If your parent s SSN and date of birth are correct, your parent should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting Added comment Parent 2 SSN Match Flag = 2 (SSN and name match, no DOB match), Parent 1 SSN Match Flag does not = 4 (SSN, name, and DOB match), and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 2 reaffirmed that SSA s invalid DOB is correct Parent 1 does not have a full match T verified No resolution required. A correction was made to reaffirm the date of birth for parent 2. However, SSA records have not changed. The PS will suppress the reject T. If the DOB of parent 2 is correct, the parent should contact SSA to update its records. orrect data elements for parent 1 as appropriate to achieve full match. March 2014 ( ) SAR s and Text 135

259 SAR Text Definition hanges 377 Your first parent's name as reported on your FAFSA does not match the name in the Social Security Administration's (SSA) records for your first parent s Social Security Number (SSN). Therefore, you must correct your first parent s SSN (Item 61) or name (Items 62 and 63). If your parent s name is correct, you must confirm it by re-entering your parent s last name and first name initial in Items 62 and 63. If you confirm your parent's name, your parent should also contact the SSA to make sure they correct it in their records. The SSA can be contacted by calling or by visiting Added comment Parent 1 SSN Match Flag = 3 (SSN match, no name match), Parent 2 SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 1 SSN match, but no name match E orrect the name for parent 1. If the name for parent 1 is correct, reenter the same value to reaffirm that the name is correct. The PS will process the transaction without the reject. In addition, if the name for parent 1 is correct, the parent should contact SSA to update its records. Records that are sent for rematching in future years would continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. orrect data elements for parent 2 as appropriate to achieve full match. If documentation confirms that parent 2 does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 136

260 SAR Text Definition hanges 378 We previously indicated that your first parent s name as reported on your FAFSA does not match the name in the Social Security Administration's (SSA) records for your first parent s Social Security Number (SSN). If your parent s SSN (Item 61) or name (Items 62 or 63) is incorrect, you need to make the necessary corrections. If your parent s SSN and name are correct, your parent should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting Added comment Parent 1 SSN Match Flag = 3 (SSN match, no name match), Parent 2 SSN Match Flag does not = 4 (SSN, name, and DOB match), and Parents Marital Status = 5 (Unmarried and both parents living together) E verified Parent 1 name is still inconsistent with SSA records No resolution required. A correction was made to reaffirm the name of parent 1. However, SSA records have not changed. The PS will suppress the reject E. If the name of parent 2 is correct, the parent should contact SSA to update its records. orrect the data elements for parent 2 as appropriate to achieve full match. If documentation confirms that parent 2 does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 137

261 SAR Text Definition hanges 379 Your second parent's name as reported on your FAFSA does not match the name in the Social Security Administration's (SSA) records for your second parent s Social Security Number (SSN). Therefore, you must correct your second parent s SSN (Item 65) or name (Items 66 and 67). If your parent s name is correct, you must confirm it by re-entering your parent s last name and first name initial in Items 66 and 67. If you confirm your parent's name, your parent should also contact the SSA to make sure they correct it in their records. The SSA can be contacted by calling or by visiting Added comment Parent 2 SSN Match Flag = 3 (SSN match, no name match), Parent 1 SSN Match Flag does not = 4 (SSN, name, and DOB match) and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 2 SSN match, but no name match F orrect the name of parent 2. If the name of parent 2 is correct, re-enter the same value to reaffirm that the name is correct. The PS will process the transaction without the reject. In addition, if the name of parent 2 is correct, the parent should contact SSA to update its records. ISIR records that are sent for rematching in future years would continue to receive this match flag until SSA updates its database. If a correction is made to date of birth, SSN, first name, or last name, the record will be sent again for matching. Review subsequent transactions for updated match flag. orrect the data elements of parent 1 as appropriate to achieve full match. If documentation confirms that parent 2 does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 138

262 SAR Text Definition hanges 380 We previously indicated that your second parent s name as reported on your FAFSA does not match the name in the Social Security Administration's (SSA) records for your second parent s Social Security Number (SSN). If your parent s SSN (Item 65) or name (Items 66 or 67) is incorrect, you need to make the necessary corrections. If your parent s SSN and name are correct, your parent should contact the SSA to make sure they correct their records. The SSA can be contacted by calling or by visiting Added comment Parents SSN Match conducted Parent 2 SSN Match Flag = 3 (SSN match, no name match), Parent 1 SSN Match Flag does not = 4 (SSN, name, and DOB match), and Parents Marital Status = 5 (Unmarried and both parents living together) No resolution required. A correction was made to reaffirm the name of parent 2. However, SSA records have not changed. The PS will suppress the reject F. If the name of parent 2 is correct, he or she should contact SSA to update its records. orrect the data elements of parent 1 as appropriate to achieve full match. If documentation confirms that parent 2 does not have an SSN, enter all zeros in the field and confirm by re-entering the zeros. Parent 2 name is still inconsistent with SSA records F verified March 2014 ( ) SAR s and Text 139

263 SAR Text Definition hanges 381 The date of birth you reported for your second parent on your FAFSA matches the Social Security Administration's (SSA) records, but the date of birth you reported for your first parent does not match the SSA's records. Your first parent should review the date of birth in Item 64 and either confirm the date you have reported or make the necessary correction. Added comment Parent 1 SSN Match Flag = 2 (SSN and name match, no DOB match), Parent 2 SSN Match Flag = 4 (SSN, name, and DOB match), and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 1 DOB is invalid at SSA Parent 2 has a full match No resolution required. orrect DOB for parent 1 to achieve a full match. March 2014 ( ) SAR s and Text 140

264 SAR Text Definition hanges 382 The date of birth you reported for your first parent on your FAFSA matches the Social Security Administration's (SSA) records, but the date of birth you reported for your second parent does not match the SSA's records. Your second parent should review the date of birth in Item 68 and either confirm the date you have reported or make the necessary correction. Added comment Parent 2 SSN Match Flag = 2 (SSN and name match, no DOB match), Parent 1 SSN Match Flag = 4 (SSN, name, and DOB match), and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 2 DOB is invalid at SSA Parent 1 has a full match No resolution required. orrect DOB for parent 2 to achieve a full match. March 2014 ( ) SAR s and Text 141

265 SAR Text Definition hanges 383 The name you reported for your first parent on your FAFSA does not match the Social Security Administration's (SSA) records. If the last name and first initial you reported in Items 62 and 63 are correct, contact the SSA. If they are incorrect, you need to make the necessary corrections. Added comment Parent 1 SSN Match Flag = 3 (SSN match, no name match), Parent 2 SSN Match Flag = 4 (SSN, name, and DOB match), and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 1 name is invalid at SSA Parent 2 has a full match No resolution required. orrect the name of parent 1 to achieve a full match. March 2014 ( ) SAR s and Text 142

266 SAR Text Definition hanges 384 The name you reported for your second parent on your FAFSA does not match the Social Security Administration's (SSA) records. If the last name and first initial you reported in Items 66 and 67 are correct, contact the SSA. If they are incorrect, you need to make the necessary corrections. Added comment Parent 2 SSN Match Flag = 3 (SSN match, no name match), Parent 1 SSN Match Flag = 4 (SSN, name, and DOB match), and Parents Marital Status = 5 (Unmarried and both parents living together) Parent 2 name is invalid at SSA Parent 1 has a full match No resolution required. orrect the name of parent 2 to achieve a full match. March 2014 ( ) SAR s and Text 143

267 SAR Text Definition hanges 385 According to the Social Security Administration, the Social Security Number you provided for your first parent in Item 61 belongs to a deceased person. Please review your answer to Item 61 and make a correction if necessary. Added comment Parent 1 SSN Match Flag = 5 (SSN, name, and DOB match with date of death) and Parents Marital Status = 5 (Unmarried and both parents living together) A successful match has been made to a deceased person s record on the SSA database for Parent 1 No resolution required. If the identifiers for parent 1 are correct, the parent should contact SSA to fix their records. After SSA corrects its records, the parent can re-enter the name and submit it as a SAR/ISIR correction for an updated match flag. March 2014 ( ) SAR s and Text 144

268 SAR Text Definition hanges 386 According to the Social Security Administration, the Social Security Number you provided for your second parent in Item 65 belongs to a deceased person. Please review your answer to Item 65 and make a correction if necessary. Added comment Parent 2 SSN Match Flag = 5 (SSN, name, and DOB match with date of death) and Parents Marital Status = 5 (Unmarried and both parents living together) A successful match has been made to a deceased person s record on the SSA database for Parent 2 No resolution required. If the identifiers for parent 2 are correct, the parent should contact SSA to fix their records. After SSA corrects its records, the parent can re-enter the name and submit it as a SAR/ISIR correction for an updated match flag. 387 You must report a valid Social Security Number (SSN), name, and date of birth for your first parent or second parent. If your parent does not have an SSN, you must correct Item 61 and/or Item 65 to all zeroes. Added comment Match with SSA was not conducted on either parent and Parents Marital Status = 5 (Unmarried and both parents living together) Dependent student and one of SSN, Last Name, or Date of Birth is missing for both parents 9 orrect the SSN, name, and/or Date of Birth for parent 1 and/or parent 2 to achieve a full match for at least one parent. If parents do not have an SSN, provide zeros or confirm by re-entering the zeros. March 2014 ( ) SAR s and Text 145

269 SAR Text Definition hanges 388 You reported that your parent(s) did file or will file a 2013 income tax return (Item 80) but also reported that your first parent does not have a Social Security Number (Item 61). Please review your answers and make the necessary corrections. Added comment SSN for parent 1 contains all zeroes, is reported as a tax filer, and Parents Marital Status = 5 (Unmarried and both parents living together) J Enter the SSN for parent 1 or confirm that the parent does not have an SSN by reentering all zeros. 389 You reported that your parent(s) did file or will file a 2013 income tax return (Item 80) but also reported that your second parent does not have a Social Security Number (Item 65). Please review your answers and make the necessary corrections. Added comment SSN for parent 2 contains all zeroes, is reported as a tax filer, and Parents Marital Status = 5 (Unmarried and both parents living together) K Enter the SSN for parent 2 or confirm that the parent does not have an SSN by reentering all zeros. 390 We were unable to verify your eligibility for federal student aid with one or more other federal agencies through computer matching programs. Your school will contact you if additional information is needed. Added comment Record was processed without being sent to one or more matches Resolution may be required. One or more federal agency matches were not performed. Determine which match based on the recent Electronic Announcement posted on the IFAP Web site, and/or the Pmessage sent through your SAIG mailbox. March 2014 ( ) SAR s and Text 146

270 SAR Text Definition hanges 391 You reported that your parent(s) did file or will file a 2013 income tax return (Item 80) but also reported that your first parent and your second parent do not have a Social Security Number (Items 61 and 65). Please review your answers and make the necessary corrections. Added comment is printed instead of printing comments 388 and 389 together J and K March 2014 ( ) SAR s and Text 147

271 Database Match Results How to Use the harts The information in this section is provided for you to use as a quick reference. The Federal Student Aid Handbook, Volume 1 FSA Handbook: Student Eligibility contains detailed information about student eligibility and the action needed to resolve discrepancies found in the data matches. The handbook can be found on the IFAP Web site, located at ifap.ed.gov. A flag of is an indicator that institutional resolution is required. The Flag is printed on the SAR next to the EF if any of the conditions described in the chart are met. Note: Some of these data match results generate rejected records. s associated with a match results reject do not generate SAR codes. However, a SAR code could be generated by another match result comment and is printed on a SAR rejected for other than match results reasons. An EF is not provided on any rejected records. An asterisk (*) in the Match Flag column of this chart indicates that a match flag value is not generated for cases that could not be sent to the matching agency. Selective Service Match SAR / Match Flag Number Y = Registration status confirmed No comment T = Temporarily exempt 026 code N = Registration status not confirmed 030 Blank = Record not sent to Selective Service No comment Selective Service Registration SAR / Match Flag Number Y = Registration completed 031 T = Temporarily exempt 028 code Blank = Record not sent to Selective Service.* 033 code N = Registration not completed 057 March 2014 ( ) SAR s and Text 148

272 DHS Primary Verification Match SAR / Match Flag Number Y = itizenship confirmed 143 code N = itizenship not confirmed Blank = Record not sent to DHS * 068 code Blank = Record not sent to DHS * 141 or 142 DHS Secondary onfirmation Match PS waits for three compute days to receive results from Secondary onfirmation instead of processing ISIRs with results from Primary Verification only. After three days, if DHS does not return a response, PS generates the ISIR, which shows that Secondary onfirmation is still in progress. SAR / Match Flag Number P = Pending results of secondary confirmation Y = itizenship status confirmed by DHS 120 code = DHS has not yet confirmed eligible noncitizen status 105 code N = DHS did not confirm eligible noncitizen status 046 code X = DHS did not have enough information to confirm eligible noncitizen status No comment Notes about the paper (G-845) Secondary onfirmation Process Before sending copies of documentation to DHS, the school should confirm that the student identifiers on the ISIR are accurate, especially Alien Registration Number and Date of Birth. If application data is incorrect, submit corrections to the PS instead of paper Secondary onfirmation. Be sure to enter the student s 15-digit DHS Verification Number on the G-845 form. It can be found in the Match Flags section of the ISIR. In all cases, if a school does not receive a response to a paper Secondary onfirmation request within 15 days, the student is eligible for aid if documentation appears to support claim of eligible noncitizen. 109 March 2014 ( ) SAR s and Text 149

273 Social Security Administration itizenship Status Match SAR / Match Flag Number A = U.S. citizen No comment code Blank = Domestic born (U.S. citizen) if SSN Match Flag equals 4 (SSN, name, and date of birth match) or Blank = No match conducted if SSN Match Flag equals 8 (Record not sent to SSA) B = Legal alien, eligible to work = Legal alien, not eligible to work D = Other E = Alien, student restricted, work authorized F = onditionally legalized alien * = Foreign No comment 059 displays when the SSN Match Flag equals 8 regardless of the citizenship match. 146 Student s Social Security Number Match SAR / Match Flag Number 18 1 = No match on SSN 6 = SSN not verified 024 R 2 = SSN and name match, no match on DOB 060 code 2 = SSN and name match, no match on DOB 063 D 3 = SSN match, no match on name 061 code 3 = SSN match, no match on name = SSN, name, and DOB match 013, 076, or no comment 8 5 = SSN, name, DOB match with date of death 076, 140, or = Record not sent to SSA 059 or no comment March 2014 ( ) SAR s and Text 150

274 Parent s Social Security Number Match SAR / Match Flag Number N/A 048 N/A Father = 1 (no match on SSN) or 6 (SSN not verified) Mother does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 1 = 1 (no match on SSN) or 6 (SSN not verified) Parent 2 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Mother = 1 (no match on SSN) or 6 (SSN not verified) Father does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 2 = 1 (no match on SSN) or 6 (SSN not verified) Parent 1 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Father = 1 (no match on SSN) or 6 (SSN not verified) Mother = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 1 = 1 (no match on SSN) or 6 (SSN not verified) Parent 2 = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Mother = 1 (no match on SSN) or 6 (SSN not verified) Father = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 2 = 1 (no match on SSN) or 6 (SSN not verified) Parent 1 = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) March 2014 ( ) SAR s and Text 151

275 Parent s Social Security Number Match (continued) SAR / S S T T Match Flag Father = 2 (SSN and name match no match on DOB) Mother does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 1 = 2 (SSN and name match no match on DOB) Parent 2 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Father = 2 (SSN and name match no match on DOB) Mother does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 1 = 2 (SSN and name match no match on DOB) Parent 2 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Mother = 2 (SSN and name match no match on DOB) Father does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 2 = 2 (SSN and name match no match on DOB) Parent 1 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Mother = 2 (SSN and name match no match on DOB) Father does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 2 = 2 (SSN and name match no match on DOB) Parent 1 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Father = 2 (SSN and name match no match on DOB) Mother = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Number March 2014 ( ) SAR s and Text 152

276 Parent s Social Security Number Match (continued) SAR / E E Match Flag Parent 1 = 2 (SSN and name match no match on DOB) Parent 2 = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Mother = 2 (SSN and name match no match on DOB) Father = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 2 = 2 (SSN and name match no match on DOB) Parent 1 = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Father = 3 (SSN match, no match on name) Mother = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 1 = 3 (SSN match, no match on name) Parent 2 = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Father = 3 (SSN match, no match on name) Mother does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 1 = 3 (SSN match, no match on name) Parent 2 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Father = 3 (SSN match, no match on name) Mother does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 1 = 3 (SSN match, no match on name) Parent 2 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Number March 2014 ( ) SAR s and Text 153

277 Parent s Social Security Number Match (continued) SAR / F F Match Flag Mother = 3 (SSN match, no match on name) Father = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 2 = 3 (SSN match, no match on name) Parent 1 = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Mother = 3 (SSN match, no match on name) Father does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 2 = 3 (SSN match, no match on name) Parent 1 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Mother = 3 (SSN match, no match on name) Father does not = 4 (SSN, Name, and DOB match) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 2 = 3 (SSN match, no match on name) Parent 1 does not = 4 (SSN, Name, and DOB match) Parents Marital Status = 5 (Unmarried and both parents living together) Father = 5 (SSN, name, DOB match with date of death) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 1 = 5 (SSN, name, DOB match with date of death) Parents Marital Status = 5 (Unmarried and both parents living together) Mother = 5 (SSN, name, DOB match with date of death) Parents Marital Status does not = 5 (Unmarried and both parents living together) Parent 2 = 5 (SSN, name, DOB match with date of death) Parents Marital Status = 5 (Unmarried and both parents living together) Number March 2014 ( ) SAR s and Text 154

278 Department of Veterans Affairs Veteran Status Match SAR / code Match Flag 1 = Veteran status confirmed No comment 2 = Record found on VA database but not a qualifying Veteran 2 = Record found on VA database but not a qualifying Veteran code 3 = Record not found on VA database 173 code Number 162 No comment 3 = Record not found on VA database No comment 4 = Record found on VA database but applicant on active duty 4 = Record found on VA database but applicant on active duty = Record not sent to VA 161 Blank = No match No comment No comment March 2014 ( ) SAR s and Text 155

279 National Student Loan Data System (NSLDS) Match SAR / Results Flag Match Flag Number 1 = Match found; NSLDS data sent 1 = Student not in default or overpayment No comment 3 = Student s SSN not found; No NSLDS data to send 1 = Student not in default or overpayment No comment 4 = Match found; No relevant NSLDS data to send 1 = Student not in default or overpayment No comment code 2 = Incomplete match; no NSLDS data sent 7 = Match, but no data provided 138 code code 1 = Match found; NSLDS data sent 1 = Match found; NSLDS data sent 2 = Default 132, 124 Up to three names and phone numbers of Guaranty Agencies, Federal Loan Servicers or ED Regions that are holding the student s defaulted loan(s) will be listed (comments 135, 136, 181 to 239, 245, 248, 251 to 253, 303 to 307, and 315 to 344). 3 = Overpayment 133 will be provided with one of the following comments: 010, 020, 038, 039, 041, 042, 043, 065, 066, 067, 077, 079, 086, 090, 100, 101, 102, 107, 240 to 244, 246, 261 to 266, 289 to 294, or 309 to 314. code 1 = Match found; NSLDS data sent 4 = Default and overpayment 134 code 1 = Match found; NSLDS data sent 115, = Record not sent to NSLDS No comment code 254 to 256, 260, 346, or 347 March 2014 ( ) SAR s and Text 156

280 National Student Loan Data System (NSLDS) Unusual Enrollment History Flag This flag identifies an applicant whose record contains unusual enrollment information. SAR / Unusual Enrollment History Flag Number 1 = For Federal Student Aid Use Only No comment code 2 = Unusual enrollment history 2 (Possible enrollment pattern problem, school may need to resolve) code 3 = Unusual enrollment history 3 (Questionable enrollment pattern, school must resolve) N = Enrollment pattern not unusual (No school action required) Blank = Record not sent for match No comment No comment National Student Loan Data System (NSLDS) Fraud Loan Flag This flag identifies an applicant who may have obtained loans fraudulently. SAR / Fraud Loan Flag Number 24 Y = Fraud Loan Flag set 272 N = Fraud Loan Flag not set No comment Blank = Record not sent for match No comment Department of Defense (DOD) Match SAR / Blank = No match Match Flag Y = Applicant s SSN included in the DOD Match file Number No comment 298 March 2014 ( ) SAR s and Text 157

281 Drug Abuse Hold SAR / Number Note: No match flag values are associated with hold files. Hold files are maintained at the PS and not at an outside matching agency. Drug onviction Question 23 SAR / code 053 code 054 code 056 code 058 Number 052 Verification Selection Edits If the applicant s record is selected for verification, variable text is printed on the first page of the SAR. If the school requests it, the student must complete the verification process and submit all necessary documentation within the necessary timeframe. More information can be found in The Application and Verification Guide, which is part of the Federal Student Aid Handbook and is available on the IFAP Web site, located at ifap.ed.gov. March 2014 ( ) SAR s and Text 158

282 Appendix Overview This Appendix is updated each time change pages are issued for the SAR s and Text. The tracking log is added for each set of change pages as they are issued, providing you with a cumulative list of the updates made to the document. New text additions in SAR s and Text change pages are identified with bold italic text. Text deletions are marked with strikethrough. When the SAR s and Text is modified through a change page release, the footer is updated to reflect the month that the change pages were issued. For example, if a change is made to page 105 in December 2014, the footer will show December Use the corresponding tracking log to identify that specific month s change page posting. March 2014 ( ) SAR s and Text A-1

283 SAR s and Text March 2014 hange Page Tracking Log Pages Affected Pages Inserted hanges Made i i Updated the Table of ontents to include Appendix N/A Updated the text for comment codes 359 and 360 to reference the correct award years that a school must research when these comment codes are assigned to a student s record. A-1 to A-2 Added the Appendix March 2014 ( ) SAR s and Text A-2