Awarding an Unsubsidized Direct Loan to a Student Whose Parent(s) Refuse to Support/Sign FAFSA

Purpose:  Use this document as a reference on how to award an Unsubsidized Direct loan to a student whose parent(s) have submitted a statement documenting they are unwilling to support the student and/or sign the FAFSA.

Audience:  Financial Aid staff responsible for awarding Direct Loans

There are three steps to this process:

Step 1) Review the ISIR Suspense Management page to confirm the 'X Dependent Reject' Dependency Status and the ISIR Reject Reason of 'Dependency Model is Dependent AND Unsub Only is "1" (Yes)'.

Step 2) Set the View Packaging Status page Database Matches page with a Special Circumstances flag.

Step 3) Award the student using the Invoke a Professional Judgment page.

Reviewing the ISIR Suspense Management Page

Navigation:  Financial Aid > File Management > ISIR Import > 20xx - 20xx Suspense Management

  1. At the ISIR Suspense Management Search Criteria page, enter any variation of the student's name, EMPL ID or Social Security #
  2. Enter the Academic Institution.
  3. Select the Search button.
  4. Confirm the student's FAFSA's Dependency Status of 'X Dependent Reject'.
  5. Select the ISIR Reject Response link.
  6. Confirm the Reject Reason Description of 'Dependency Model is Dependent AND Unsub Only is "1" (Yes)'.
  7. Select the OK or Cancel button to return to the ISIR Suspense Management page. Note, you will not load the rejected ISIR.
An image of the ISIR Suspense Management page with Dependency Status X Dependent Reject highlighted in yellow. The Dependency Status field header is annotated in purple. The ISIR Reject Reasons link is annotated in purple.
An image of the Reject Reasons pagelet with the Description Dependency Model is Dependent AND Unsub Only is "1" (Yes)

Video Tutorial

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

Video Tutorial Via Panopto

View the external link to Reviewing the ISIR Suspense Management Page for a Dependent Reject. This link will open in a new tab/window.

Setting the Special Circumstances Flag on the View Packaging Status page

Navigation:  Financial Aid > View Packaging Status Summary >> Database Matches

  1. At the Packaging Status Summary Search Criteria page, enter the:
    • Empl ID
    • Academic Institution
    • Aid Year
  2. Select the Search button.
  3. At the top of the Packaging Status Summary page, select the Database Matches link.
  4. At the Database Matches paglet, select the Special Circumstances Flag checkbox.
  5. Select the OK button to return back to the Packaging Status Summary page.
  6. Scroll down to the bottom of the Packaging Status Summary page and select the Save button.
An image of the Packaging Status Summary page with the Database Matches link annotated in a purple box
An image of the Database Matches pagelet with the Special Circumstances Flag checkbox checked and annotated in a purple box. A purple annotation box outlines the OK button.

Video Tutorial

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

Video Tutorial Via Panopto

View the external link to Setting the Special Circumstances Flag on the View Packaging Status Page. This link will open in a new tab/window.

Award the Student Using the Invoke a Professional Judgment Page

Navigation:  Financial Aid > Awards > Award Processing > Invoke a Professional Judgment

  1. At the Invoke Professional Judgment page, enter the:
    • Empl ID
    • Academic Institution
    • Aid Year
  2. Select the Search button.
  3. Select the Add a New Row + button for the award to add an award.
  4. Enter a "B" (Offer/Accept) or "O" (Offer) into the Action field.
  5. Enter the desired Unsubsidized Direct Loan Item Type.
  6. Enter the amount of Unsubsidized Direct Loan for which the student is eligible.
  7. Select the Validate button.
  8. A Validation Message box appears.  Select the OK button to continue.
  9. Select the Post button.
  10. A Post confirmation button appears.  Select the OK button to continue.
  11. You have now successfully awarded an Unsubsidized loan to an eligible Dependent Reject student.
An image of the Invoke a Professional Judgment page with a B in the Action field, the Unsub Direct Loan 1 Item Type defined and the Offered Accepted Amount of $5500. Purple annotations outline the Direct Loan row and the Validate and Post buttons.

Video Tutorial

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

Video Tutorial Via Panopto

View the external link to Awarding the Student Using the Invoke a Professional Judgment Page. This link will open in a new tab/window.

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