Award Validation Limits Unsubsidized Loan Item Types to Subsidized Yearly Aggregate Maximum Rather Than the Combined Sub/Unsub Maximum; Amounts Show Reduced/Canceled on Assign Awards to Students with Edits 9410/9129 in 'Messages' Link (Doc ID 2916263.1)

Last updated on JUNE 21, 2024

Applies to:

Symptoms

When awarding or packaging students with a Direct Unsubsidized (Unsub) Item Type(s), the Item Type amount is being limited to the yearly aggregate limit for Subsidized (Sub) loans, rather than the allowed combined Sub/Unsub limit. For example, a dependent first year student is only awarded up to 3500 in Unsub, instead of the expected 5500 amount.

Depending on the amount of Sub packaged prior to Unsub, the Unsub item type will either be partially or completely reduced after award validation. The 'messages' link sub-page corresponding to the Unsub item type will either show edit 9410 (when the amount is > 0, but less than expected) or 9129 (when the amount is completely reduced to 0).

There are three different specific scenarios in which the issue has been experienced:

• The most recent scenario currently being experienced is with packaging for Aid Year 2025 for some or many students, after calculating the Student Aid Index (SAI) for these students using the Federal Need Analysis Calculator (FM NAC). For more information on this issue, see Note 3030535.1.

• The issue was also seen for a time when packaging for Aid Year 2024, with institutions that use Institutional Methodology (IM) as well as Federal Methodology and students where the IM was (re)calculated *after* the FM had been calculated. This scenario/issue is documented in more detail Note 2916297.1 and has since been resolved.

• Finally, the issue historically has also been seen when students are packaged for federal aid without any federal data present - based only on the Institutional/Profile application on file and the calculation of IM EFC/SAI using Estimated Federal Methodology (EFM). This scenario has been less of an issue ever since the earlier delivery of the FAFSA/ISIR, providing the ability to calculate with real Federal data much earlier in the processing cycle. However, with the delays in the delivery of the FAFSA/ISIR for Aid Year 2024-2025, many IM institutions had to go back to the older practice of packaging using EFM.

The issue can be reproduced at will with the following steps:

1. Navigate to Financial Aid > Awards > Award Processing > Assign Awards to a Student > Student Aid Package.
2. Enter a Packaging Plan ID for a plan containing the Unsub Item Type., or manually enter the Unsub Item Type (sequenced after the Sub item type, if the student is eligible for Sub). 
3. Click 'Retrieve' (to process the packaging), or complete the manual entry and click 'Validate'.
4. Note the Unsub amount is less than expected, and click the ''Message' link to verify the validation edit detail.

Cause

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