A year to date ISIR file may be requested instead of uploading individual ISIR files for schools who may be implementing StudentForms in the middle of an aid year.

• Log into FAA access. 
• On the main menu screen click on ISIR Request

• Enter the institution’s
  • TG Number
  • Federal School Code
  • School year request is for
• Once all data has been entered click next

• Review the information entered for accuracy and click on Create/Edit ISIR Request 

• Enter information into the following fields:
  
  • Request title should be "Year to Date File"

  Note: Do not enter numerical values first in the Request title, this will cause an invalid file error when importing into StudentForms, i.e. 2019-2020 Year to Date. If you would like to include the year, please put it after a letter i.e. Year to Date 19-20,  AY 2019-2020 YTD, YTD 1920, etc.

  • Transaction number should be set to "All"
  • Date type should be set to "Received Date"
  • Date range from should be the start date applications can be completed of the aid year i.e. 2018-2019 should be 10012017, 2019-2020 should be 10012018, 2020-2021 should be 10012019
  • Date range to should be current date (date request is being made)
  • Date to start execution should be left blank
  
  
• Once all fields have been entered click Review Request

• Review request criteria for accuracy prior to submitting the request.

• If the request needs to be edited, select the Edit ISIR Request link
• If the request is correct, select the Submit Request Now button
• Once the request is submitted, a confirmation is received.  
• The year to date file will be delivered through ED Connect normally within 1-2 business days.  
• The ISIR file should have a message class of ISRF (Example ISRF20OP is 2019-2020 ISIR Data – Requested, ISRF21OP is 2020-2021 ISIR Data - Requested)