Financial Aid (US)
ISIRs, cost of attendance, need and packaging — for institutions in the United States.
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The screens on this shelf
Records
Aid Applications
One per student per award year, from the ISIR: SAI, cost of attendance, need, verification and C-code status. Propose a package, offer it, and the student answers in the portal.
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Records
Aid Tasks
What must be cleared before federal aid is paid: verification, ISIR comment codes, ISIRs that matched nobody, over-awards.
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Records
ISIR Imports
ISIR files loaded: how many records, how many matched a student, what could not be read.
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Records
ISIR Records
Each ISIR transaction received, the student it matched (by SSN, else date of birth and name) and what it says: SAI, dependency, Pell eligibility, verification, C-codes. The SSN shows as its last four.
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Workspace
Award Letters
The financial aid offer each student was sent: cost of attendance, need and every award, as a letter.
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Records
Cost of Attendance
Budgets per award year by enrolment intensity and housing, each a list of components: tuition and fees, housing and food, books and supplies, transportation, personal, loan fees, dependent care. The seeded amounts are illustrative.
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Records
Pell Schedule
Annual Pell by Student Aid Index and enrolment intensity. The seeded schedule is ILLUSTRATIVE: replace it with the schedule the Department of Education publishes for the award year.
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Records
Direct Loan Limits
Annual Direct Subsidized and combined limits by grade level and dependency. Check them against the FSA Handbook for the award year.
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Records
Award Years
Federal award years (July to June) with the maximum and minimum Pell and the institutional grant limit.
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Records
ISIR Layouts
Where each ISIR field sits, per award year, as data. Check every position against the ED ISIR Guide for the year before importing a real file; a new award year is a new layout.
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