9.2 Creating a Prorated EFC

Purpose: Use this document as a reference for how to create a prorated EFC in ctcLink.

Audience: FA Counselor/Technician.

Creating a Prorated EFC

Note: 6/18/21 -- Prorations must be made from the EFC\DB Matches\Corr tab.  In Image 21, a bug has been identified that prevents updates from being made from to the FM pagelet on the first three tabs on the page.  You must start the pro-ration of the EFC at the FM pagelet from the EFC\DB Matches\Corr tab.  This workaround is effective for the 21/22 AY only.  Image 23 will deliver a fix to this bug.  This QRG will be updated at that time.

Navigation:  NavBar > Navigator > Financial Aid > Federal Application Data > Correct 20xx-20xx ISIR records

  1. The ISIR Corrections xx/xx Records search page displays.
  2. Enter Student ID.
  3. Enter Academic Institution in the ISIR Corrections xx/xx (where xx = year in which you are working) search page.
  4. Select Search.  The Correct 20xx-20xx ISIR records page will display with the Student Information tab selected.
  5. Select the EFC\DB Matches\Corr tab.
  6. Select the FM link under the ISIR Data section.  
Correction to FM on EFC\DB Matches\Corr page
  1. The INAS Federal Extension page displays.
  2. Choose CSS Rules from the INAS Rule Set drop-down menu.
  3. Select the Budget Durations link.  
INAS Federal Extension page
  1. The INAS Federal Extension Budget Durations page displays.
  2. Change the Academic field to 3, 6, 9, or 12 (where number equals month EFC value).
  3. Select OK.
INAS Federal Extension Budget Durations page
  1. The Correct 2021-2022 ISIR records page displays.
  2. Select the INAS button in the ISIR Data section to complete the process.
EFC\DB Matches\Corr with INAS button annotated

The Prorated EFC has now changed.

  1. Select Save on the Corrections page--from the EFC\DB Matches\Corr tab.
  2. Process complete.

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