Creating a Prorated EFC

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

Audience: FA Counselor/Technician.

You must have at least one of these local college managed security roles:

  • ZZ FA ISIR Corrections

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Creating a Prorated EFC

Note: This QRG will be unpublished after the 2023/2024 AY.  SAI replaces EFC effective the 2024/2025 AY.

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

  1. The ISIR Corrections 20xx/20xx Records search page displays.
  2. Enter Student ID.
  3. Enter Academic Institution in the ISIR Corrections 20xx/20xx (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.  
  7. The Federal Extension page displays.
  8. Choose CSS Rules/Values from the Option Rule Set drop-down menu.
  9. Select the Budget Durations link.  
  10. The Budget Durations page displays.
  11. Change the Academic field to 3, 6 or 12 (where number equals month EFC value).
  12. Select the OK button.
  13. The Correct 20xx-20xx ISIR records page displays.
  14. Select the Calc EFC button in the ISIR Data section to complete the process.

The Prorated EFC has now changed.

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

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

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Tony Rosales

I noticed that button changed from INAS to Calc EFC recently. Can we get that updated?

Kelly Forsberg

Hi Tony, Thanks for your patience as I got this updated! Mass Calc EFC replaces what used to be the INAS button. -Kelly Forsberg, ctcLink Functional Trainer (Financial Aid)

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