Package Title IV Funds with New 24/25 ISIR

Allowing you to package and award Title IV funding for the 24/25 Award Year leveraging the new ISIR.

Title IV Fund 23/24 ISIR Field or Comment Code 24/25 ISIR Field or Comment Code Valid Content Changed with 24/25 Award Year
General Title IV Eligibility

HS Diploma or Equivalent

High School Completion Status

No
General Title IV Eligibility Student’s Citizenship Status Citizenship Status No
General Title IV Eligibility

Comment Code 124

Comment Code 162

Yes

  • Updated Comment Text: The National Student Loan Data System (NSLDS®) database was unable to provide your financial aid history
General Title IV Eligibility

Comment Code 132

Comment Code 163 (used to be 162)

No
General Title IV Eligibility

Comment Code 133

Comment Code 164

 No
General Title IV Eligibility

Comment Code 134

Comment Code 165

 No
General Title IV Eligibility Comment Code 68 Comment Code 17 No
General Title IV Eligibility Comment Code 141 Comment Code 19 No
General Title IV Eligibility Comment Code 142 Comment Code 20 No
General Title IV Eligibility Comment Code 144 Comment Code 155 No
General Title IV Eligibility Comment Code 46 Comment Code 293 No
General Title IV Eligibility Comment Code 105 Comment Code 294 No
General Title IV Eligibility Comment Code 109 N/A

N/A

  • There is no comment code that maps to Comment Code 109 for the 24/25 Award Year
General Title IV Eligibility N/A Comment Code 326

Yes

  • New comment code to denote that DHS Primary Match Status is blank, and requires resolution
General Title IV Eligibility Comment Code 146 Comment Code 18 No

Pell

FSEOG

Direct Subsidized Loan

 EFC SAI

Yes

  • Value can now be a negative value up to -1500

Pell

TEACH

 First Bachelor's Degree Before 2024-25 School Year N/A

N/A

  • Value no longer checked for eligibility 
Pell Grade Level in College

N/A

No

  • Value no longer checked for eligibility 
Pell Primary EFC

SAI

Yes

  • Value can now be a negative value up to -1500
Pell Comment Code 359

Comment Code 276

No
Pell Comment Code 360

Comment Code 277

No
FSEOG Degree/Certificate

Pursuing Teacher Certification?

Yes

  • Eligible Values: No
  • Ineligible Values: Yes

TEACH

Degree/Certificate

N/A

N/A

  • Value no longer checked for eligibility as undergraduate students are also eligible to receive TEACH

Direct Subsidized Loan

Direct Unsubsidized Loan

FSEOG

Dependency Status

Dependency Model

Yes

  • Eligible Values: D-Dependent, I-Independent
  • Ineligible Values: Z-Provisional Independent, X-Rejected Dependent, Y-Rejected Independent

Direct Subsidized Loan

Direct Unsubsidized Loan

Grad PLUS Loan

FSEOG

TEACH

 Student’s State of Legal Residence

State of Legal Residence

No

Direct Subsidized

Direct Unsubsidized Loan

Grad PLUS Loan

FSEOG

TEACH

 Student’s Alien Registration Number

A-Number

No

Direct Subsidized

Direct Unsubsidized Loan

PLUS/Grad PLUS Loan

 Comment Code 137

Comment Code 218

No

Direct Subsidized

Direct Unsubsidized Loan

PLUS/Grad PLUS Loan

 Comment Code 254

Comment Code 259

No

Since the Expected Family Contribution (EFC) has been replaced by the Student Aid Index (SAI) in the new 24/25 ISIR, the following updates were made:

  • The EFC limit for FSEOG, which institutions configure to ensure only students that have a EFC (for award years prior to 24/25) less than the set amount will be eligible for FSEOG, was updated to compare this configured limit to the SAI for 24/25 and future award years. 
    • Within the FAS_FUND_CONFIG.csv workbook, the FSEOG_EFC_Limit column has been renamed to FSEOG_EFC_SAI_Limit to reference applicability in 24/25 and will support negative values within rows, effective from the 24/25 aid year.
      • The column will be updated in any export of configuration subsequent to the release.
      • If configuration is upload with a negative value for award years prior to the 24/25 aid year, a validation will be thrown.
  • The FasFinancialPlanOutboundV2, generated as a result of each repackage, contains the EFC received in the ISIRs being used in the student's package, and was updated to include the SAI for 24/25 ISIRs. Additionally since the Department of Education renamed their processing systems to be called FAFSA Processing System (FPS) instead of CPS, "CPS" was removed from the transaction number field name.
    • Within the <AwardYear> Element, for 24/25 and future award years,
      • Within the <Isir> Element, <TransactionNumber> will be included replacing CPSTransactionNumber
      • The <Efc> Element will be replaced with a <Sai> Element which will include the <SaiAmount>
      • The <Status> will also be displayed within the SAI element for 24/25 ISIRs and forward.  If the SAI being used to calculate the Award is from the Current ISIR, the status will be "Actual" and if the Award was generated using a prior Award Year ISIR the Status will be "Estimated"

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Student Financial Aid

  • In order to package and award 24/25 Title IV funds the following configuration needs to be set and the student needs to have a valid 24/25 ISIR.
    • FAS_FUND_CONFIG
      • For all Title IV Funds that you want to package and award for 24/25, duplicate the funds from the prior year with the exception of the following columns
        • Effective_Start_Date (for all fund types) should be set to the date in 2024 that you would like begin awarding the fund
        • Aid_Year (for all fund types) should be set to 2024-2025
        • Fund_Close_Out_Date (for all fund types) should be set to the prior year date incremented by one year
        • Awarding_Close_Out_Date (for all fund types) should be set to the prior year date incremented by one year
        • FSEOG_EFC_SAI_Limit (for FSEOG) should be set based on your school's updated policy based on the new SAI value that can now be as low as -1500
        • Enrollment_Status_Override_Census_Dates (for PELL) should no longer be set (Refer to new Pell Enrollment Intensity configuration within the Support of New Pell Calculation feature)
    • T4_CRIT
      • For all Title IV Funds that you want to award for 24/25, duplicate the funds from the prior year with the exception of the following columns,
        • Aid_Year should be set to 2024-2025
        • Effective_Start_Date should be set to the date in 2024 that you would like begin awarding the fund
    • Refer to Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1) for further details of how this is delivered with our baseline configuration
  • Loading a valid 24/25 ISIR and SAFI for the student is also required to package Title IV funds

Tips And Considerations

For existing students with 23/24 ISIRs, the system will continue to project Title IV funding for 24/25 and future award years leveraging the 23/24 ISIR data until a 24/25 ISIR is packaged on.

Key Resources