Participant Materials

1
Participant Materials

• Go to this link to download the slides and
  Participants Workbook for this class.
• http//www.ed.gov/FSA/training/distanceed/adr.html
  

2
Applicant Data Resolution

• Presented by
• Margaret Day
• Training Officer, Denver
• Federal Student Aid
• August 2009

3
Objectives

• Identify methods to locate applicant records with
  data problems
• Identify codes and flags used to locate data
  issues
• Use FAA Access to identify and review applicant
  records with data problems

4
Sources for Applicant Records

• Your own school system
• SAR and SAR Acknowledgement
• ISIR
• FAA Access to CPS Online
• Student Inquiry
• ISIR Compare
• ISIR Request

5
Using School System to Find Problem Data

• Retrieve one students data
• Query to retrieve groups of students data that
  match selection criteria, such as
• Pell eligibility or ACG self-identification
• Specific comment codes
• Specific reject codes
• Specific match flags

6
Using SARs to Find Problem Data

• Summary in For Financial Aid Office Use Only
  section
• Look for
• NumberedComment Codes
• EFC
• Match Flags
• Rejects Met
• SAR C Flag

7
Using ISIRs to Find Problem Data

• 3 types of ISIRs
• Daily
• Requested
• Automatically Pushed
• Same SAR data plus more
• Review FAA Information section, for example
• EFC Change Flag
• NSLDS Transaction Number
• Rejected Status Change Flag
• SAR C Change Flag

8
FAA Access to CPS Online
9
Share Web Page
10

• Lesson 2

Analyzing the ISIR
11
Objectives

• Identify the types of rejects
• Verifiable
• Non-verifiable
• Understand the use of the SAR C flag
• Locate and identify match flags
• Locate and identify common comment codes
• Identify highlighted and corrected fields

12
Processing an Application
13
Rejects

• Transaction
• Records not accepted by CPS
• Data sent by electronic file from school or data
  provider
• Compute
• Record accepted but no EFC calculated
• Data source may be any input (FAFSA, FAFSA on the
  Web, FAA Access, school software, etc.)

14
Compute Rejects

• Verifiable
• A questionable, but possible, condition exists
• Data must be verified or
• corrected
• Indicated by alpha code
• Non-verifiable
• Data is missing or inconsistent
• Data must be provided or corrected
• Indicated by numeric code

15
Reject Question

• What happens if a student provides only a first
  or last name on the FAFSA, but not both?
• ISIR is processed with no rejects
• ISIR is produced with Reject 13
• ISIR is produced with Reject N
• No ISIR is produced

16
Reject Answer

• What happens if a student provides only a first
  or last name on the FAFSA, but not both?
• ISIR is processed with no rejects
• ISIR is produced with Reject 13
• ISIR is produced with Reject N
• No ISIR is produced

17
Match Flags

• SAR C Flag
• Indicates some action may need to be taken
• Database matches
• NSLDS
• DHS
• Selective Service
• Social Security
• Number
• Citizenship
• Veterans Affairs
• Drug Conviction

C
18
Comment Codes

• Provide information about processed FAFSA
• Three digit codes found on ISIR, SAR, and SAR
  Acknowledgement
• Related comment text
• Displays on FAA Access Student Inquiry
• Printed on SAR

19
Common Comment Codes

• 004 New ISIR due to NSLDS history change
• 030 Selective Service registration
• 060 Social Security date of birth
• 271 Notification of possible ACG eligibility

20
Highlighted Fields

• Highlight
• Assumed value used by CPS when data is missing or
  inconsistent
• Information that is missing or conflicting
• Indicated by
• Corrected field
• Indicated by for new corrections
• Indicated by for previous transactions

21
Share Web Page
22
Resolving Data Issues

• Lesson 3

23
Objectives

• Identify new fields and understand the use of
  Prior Year Import
• Understand and use standalone FAA signature
  feature
• Identify ISIR issues that need to be resolved
  outside of FAA Access

24
FAA Access - Corrections
25
Corrections on the Web

• Confirm data and make corrections
• Save partially completed corrections with
  password
• Retrieve partially completed corrections with
  password
• Calculate EFC
• Submit corrections
• Receive confirmations

26
Share Web Page
27
Standalone FAA Signature Feature

• Alerts FAA to needed signature(s)
• Enables FAA to
• Print signature page and collect signatures
• Select signatures to be applied (Student, Parent,
  Both)
• Submit electronic signature on behalf of
  student/parent
• Print resulting confirmation page
• FAA must have a signed signature page before
  using feature

28
Signature Status
29
Select Signatures
30
Signature Confirmation
2009-2010
123-456-7890 Kelly Reddy
31
Resolving Issues Outside ofFAA Access

• Groups of issues to be resolved
• Citizenship
• NSLDS
• Selective Service or Veteran
• Status
• SSN
• Other
• Resources to resolve issues
• Dear Colleague Letters
• Electronic Announcements
• Federal Regulations
• FSA Handbook
• ISIR Guide
• SAR Comment Codes and Text

32
Share Web Page
33
Good bye!
Thank you! Margaret Day margaret.day_at_ed.gov