After a file review is completed in StudentForms, if a subsequent ISIR is received, StudentForms checks for the following on the subsequent ISIR:

  • Unexpected changes in ISIR field values from previous ISIR transaction
  • Changes in the IRS DRT code 
  • Changes to the Verification Tracking Group
  • Changes in the Auto Zero EFC Indicator
  • Changes in Household Size/Number in College 
  • Checks for new comment codes that require the student to complete a new task 

For 2018-2019 - 

  • If the transaction status is in Processing Corrections or Verified, ISIRs imported into StudentForms with unexpected changes re-open in file review. 
  • If a subsequent ISIR is imported with new tasks for the student to complete, the file goes into Re-collecting for the student to complete the tasks.
  • If a subsequent ISIR is imported with changes to IRS DRT, Tracking Group, Auto Zero EFC, or no longer meets the requirements to not verify household size or number in college, the verification web form will reject for the student to complete the appropriate sections or the additional tasks are added for the student to complete.


For 2019-2020 and beyond- 

  • If the transaction status is in Processing Corrections, ISIRs imported into StudentForms with unexpected changes re-open in file review.
  • If the transaction status is in Verified, ISIRs imported into StudentForms with unexpected changes go into the Subsequent ISIR workflow(if enabled).
  • If a subsequent ISIR is imported with new tasks for the student to complete, the file goes into Re-collecting for the student to complete the tasks.
  • If a subsequent ISIR is imported with changes to IRS DRT, Tracking Group, Auto Zero EFC, or no longer meets the requirements to not verify household size or number in college, the verification web form will reject for the student to complete the appropriate sections or the additional tasks are added for the student to complete.


Unexpected Changes Reopens in File Review 


 
In the file review section of the student's transaction page there is a notification displayed that unexpected changes have been made.  There is also an indicator next to the ISIR field(s) that were changed.

 


The school user should check to see if the changes require additional information from the student or require additional ISIR corrections.  The unexpected changes indicator will remain on the student's file review until the school completes the review again.   


If ISIR corrections are required, the school user would make sure the ISIR field is set to ISIR correction or corrections were keyed in full file review, then complete review to create the correction file. This should move the transaction status to Processing Corrections.


If ISIR corrections are not required, the school user would make sure to set the ISIR field status(es) that indicate an ISIR Correction to ignored and that there were no corrections keyed in Full File review, then complete review. This should move the transaction status to Verified.

   

Please note:  When a subsequent ISIR is received marked with unexpected changes, any statuses that were manually chosen by the school (blank status) for ISIR fields that are contained on multiple documents, require the school to choose the status again.