Correct ISIRs

The ISIR corrections process is similar to the ISIR verification process in that both processes change ISIR data. Verification is done at the request of the Central Processing System (CPS) or FAFSA Processing System (FPS) when a student is assigned to a verification group. Corrections are done for reasons such as:

  • The ISIR returned by the CPS/FPS contains Comment codes, C codes, and/or Reject codes that need to be resolved by the institution.

    Note: When you open an ISIR record, the Comment codes, C codes, and/or Reject codes will be displayed in a collapsible section at the bottom of the form. Select the ellipsis (...) button to view the code descriptions provided by the Department of Education. Follow the instructions given in the code descriptions. Some codes may require corrections in the ISIR, others may require the student to submit additional documentation. Once you have completed the required actions for the codes, save and export the ISIR to send the changed values back to the CPS/FPS.

  • The institution obtained documentation from a student and some of the documentation conflicts with the information on the FAFSA/ISIR.

Upon completion of the corrections process, the ISIR is returned to the CPS/FPS. Subsequently, a corrected ISIR is imported into Anthology Student.

The objective of the ISIR corrections process is to ensure that the student’s ISIR is accurate and that the EFC/SAI is calculated correctly by Anthology Student. The EFC/SAI is required for the financial aid packing process and impacts a student's financial aid awards.

A configuration option in Anthology Student determines whether an EFC/SAI value that is recalculated due to ISIR corrections is displayed on the Awards form and applied to the packaging process.

Prerequisites

You must have:

  • Common - Student - View authorization

  • Financial Aid - ISIR - View and Edit authorization

Access Method

Select the Students tile > select the name in the Students list > expand Financial Aid > select the ISIRs Received tile > select an Award Year > select an ISIR ID > select Corrections.

Procedure to Correct ISIRs

  1. Select a Student and navigate to the ISIRs Received tile.

  2. Select an Award Year from the drop-down list. The ISIRs received for the selected award year are displayed in the grid.

  3. Select an ISIR record and select Corrections in the grid toolbar. The ISIR Corrections grid is displayed in the bottom section of the form. The ISIR ID of the selected record is appended to the title of the ISIR Corrections form.

    If no ISIR is on file and you want to proceed with the corrections process, see Procedure to Correct ISIRs Using the DRN.

  4. Select the School ID in the header of the ISIR Corrections form.

    ISIR Corrections grid columns:

    DescriptionClosed Student Aid Report (SAR) field number and description.

    Current ValueClosed Field value before making changes.

    New ValueClosed Field value after making changes.

    Session ChangeClosed Indicates if a field was changed during the current session.

    Send as CorrectionClosed Select or clear the check box to indicate whether a new field value should be exported.

    The items in the grid are sorted by the Student Aid Report (SAR) field number.

  5. The first time the ISIR Corrections form is opened, the Current Value and New Value columns show the same data (i.e., data provided by the student on the FAFSA), and the Send as Correction check boxes are cleared. The Current Value column is not editable. The New Value column is editable.

    Enter the correction data in the New Value column. Select Ellipsis button to view a dialog that displays valid content for the field.

    Note: The yearly close-out date of September 17 applies to changes in values to the parent's income. For example, if you change the parent's income on an ISIR for the 2019-20 award year after 9/17/2020, the new income value will not be used in the EFC/SAI recalculation and the recalculated EFC/SAI will not be propagated to the Awards form.

  6. After you have made a correction, an icon appears in the Session Change column, and the Send as Correction check box is selected.

    To undo a change, clear the Send as Correction check box.

  7. Manually select the Send as Correction check box to confirm a value based on a comment code.

    For example, if a name mismatch is flagged and you verify that the name on the ISIR matches the name on the student's SSN card, select the Send as Correction check box to indicate that the name was verified and is correct.

  8. Select Save to save your corrections.

    A pop-up will display the recalculated EFC/SAI and you can decide whether you want to submit the correction or cancel to return to the previous state.

    ISIR Correction Results

    When ISIR corrections are exported, the changed values are sent back to the CPS/FPS.

    When income values on an ISIR are changed through the verification process (see Verify ISIRs), the Awards form will display the recalculated EFC/SAI and the status “ISIR Corrections Pending".

  9. If assumptions/rejections were made by the CPS/FPS when the student’s FAFSA was evaluated, the assumptions/rejections will be listed on the Overrides tab of the ISIR Corrections form. The verbiage for assumptions and reject codes matches the Technical References published by the Department of Education.

    Select the Override tab and review the assumptions/rejections. Clear the override check box as appropriate for each assumption/rejection. This will indicate to the CPS/FPS that the assumption/rejection should be suppressed, and the next time a subsequent transaction is received after you send the corrections, the assumption/rejection will no longer appear.

    • To undo your changes made in the current session, select Clear All.

    • To save your overrides, select Override.

    • To close the form without saving any changes, select Cancel.

Procedure to Correct ISIRs Using the DRN

You can correct an ISIR that has not yet been received at the institution. If no ISIR is displayed after selecting an award year on the ISIRs Received form, you can still select the Corrections button. The following message will appear: “No ISIR on file. A DRN must be entered to proceed."

The 4-digit data release number (DRN) is assigned by the Department of Education to the student’s FAFSA on the SAR. If a student shares the DRN with your institution, you can use that number to access the FAFSA and make corrections, even if the student did not put the school code on the FAFSA. (If the school code had been on the FAFSA, the institution would have received the ISIR.)

  1. Select the Student Profile.

  2. Navigate to Financial Aid > ISIRs Received. The ISIRs Received form is displayed.

  3. Select the Corrections button. If the student does not have an ISIR or the school code does not match, the system presents the Corrections pop-up.

    Corrections - DRN

  4. Specify the 4-digit DRN and scroll down to the SSN field.

    Correction - SSN

  5. If the SSN is available in the Student Profile, the SSN field is pre-populated. If the field is blank, specify the SSN and select OK.

  6. The system displays the ISIR Corrections form. Note the SSN, DRN, and School ID fields at the top of the form.

    Corrections for with DRN

  7. Proceed with the ISIR corrections for 2024-25 and later as needed and save the form.

The New and Current value columns are empty. You can fill in new values. Select Ellipsis button for information about valid values. When you change a value, e.g., income, a message will indicate that no EFC/SAI is calculated, however, any ISIR corrections are saved and queued up for export to the CPS/FPS.