Global and Federal Options

INAS_LCL_PLCY1_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, Global and Federal Options

Define your global policy options for the majority of your student population. You can override these options on a student-by-student basis. The options affect your INAS calculations. The system sets the CSS Base Rules/Values by default. You can enter values for additional INAS rule sets developed by your institution.

EFC Proration Options (expected family contribution proration option)

INAS_FM_PRORTN_SEC

Click the EFC Proration Options link on the Global and Federal Options page.

Define your proration parameters.

FM Budget Durations

INAS_FM_DUR_SEC

Click the FM Budget Durations link on the Global and Federal Options page.

Define global options for federal academic and nonstandard budget durations.

IM Budget Durations

INAS_IM_DUR_SEC

Click the IM Budget Durations link on the Global and Federal Options page.

Define global options for institutional academic and nonstandard budget durations.

IM Tax/Assess Parms (institutional methodology tax assessment parameters)

INAS_LCL_PLCY2_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, IM Tax/Assess Parms

Define IM INAS calculation options for parents and students

EFM Yes/No Options (estimated federal methodology yes/no options)

INAS_LCL_PLCY3_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, EFM Yes/No Options

Define EFM INAS calculation options for parents and students.

IM Value Parms 1 (institutional methodology value parameters 1)

INAS_LCL_PLCY4_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, IM Value Parms 1

Define IM INAS calculation options for parents and students.

IM Value Parms 2 (institutional methodology value parameters 2)

INAS_LCL_PLCY11_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, IM Value Parms 2

Define value parameters for multi-college enrollment to define treatment for more than one student in college.

IM Yes/No Options (institutional methodology yes/no options)

INAS_LCL_PLCY10_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, IM Yes/No Options

Define IM INAS calculation options for parents and students.

Minimum SC Income (minimum student contribution income)

INAS_LCL_PLCY5_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, Minimum SC Income

Define the minimum institutional student contribution values for dependent students and independent students.

Asset Options

INAS_LCL_PLCY6_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, Asset Options

Define options and limitations for assessing parent and student assets other than the home.

Home/Asset Projections

INAS_LCL_PLCY7_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, Home/Asset Projections

Define options and values for assessing home equity for parents and students. Define asset assessment rates.

Minimum PC Range (minimum parental contribution range)

INAS_LCL_PLCY8_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, Minimum PC Range

Define institutional minimum parental contribution values based on income ranges.

Budget Options

INAS_LCL_PLCY9_nn

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 20nn–20nn Global Options, Budget Options

Define allocation of total parental contribution to children on the basis of educational costs.

INAS Rule Set

Select the INAS rule set.

The INAS rule set value enables full flexibility to determine how need analysis is processed for different academic careers or academic programs; it is linked to a specific academic career or program through the valid careers for aid year and valid programs for aid year tables. Your institution can create additional INAS rule sets. The INAS rule set refers to the INAS base rules delivered with the Financial Aid system. Values are: CSS Rules/Values, Health Professional, and Undergraduate/Graduate.

INAS Data Source

Select the INAS data source for the INAS process to use to retrieve student information. Select:

Both F/I (both federal and institutional) to use both sets of data to calculate INAS for either Profile or ISIR records.

Federal to use only federal data to calculate INAS for ISIR records only.

Institutnl (institutional) to use only institutional data to calculate INAS for PROFILE records only.

INAS Calc Type (INAS calculation type)

Select the INAS calculation type:

FM (federal methodology) to calculate INAS for ISIR records only.

FM & IM (federal methodology and institutional methodology) to calculate INAS for either PROFILE or ISIR records.

IM (institutional methodology) to calculate INAS for PROFILE records only.

Calc Fed Tax - Student (calculate federal tax - student)

Select to calculate and display federal tax for the student as defined by INAS.

Calc Fed Tax - Parent (calculate federal tax - parent)

Select to calculate and display federal tax for the parent as defined by INAS.

Calc PC For Independent (calculate parental contribution for independent)

Select to calculate a parental contribution for independent students if parental data is available. Parental contribution is calculated but not added to the EFC.

For more information, see the College Board's INAS User Manual.

FM Budget Durations

Click this link to access the FM Budget Durations page, which shows academic and non-standard durations for both dependent and independent students.

EFC Prorations Options

Click this link to access the EFC Proration Options page.

Use Which EFC

Select a value to determine the institutional EFC displayed on the Need Summary page and used in the Award Entry component. Values are:

Est Fed (estimated federal methodology): Select to display and use the EFM-EFC.

Greatest: Select to compare base, IM with options, and estimated federal EFC, and then use the greatest EFC value of the three.

Inst W/Opt: Select to use the IM-EFC as a result of the calculation of IM with options.

Inst: Select to use the IM-EFC as a result of the base IM calculations.

Application Source

Select an application source. Values are:

FT CSL (full-time Canada Student Loan): Used in Canadian Need Analysis.

Inst App (institutional application).

PT CSL (part-time Canada Student Loan): Used in Canadian Need Analysis.

Profile.

State

Select the state in which your institution is located. INAS uses this field to determine a student's budget requirements.

Academic

Enter the number of months for the academic term to be considered during need analysis for dependent students.

Non-Standard

Enter the number of months for the nonstandard term to be considered during need analysis for dependent students.

Academic

Enter the number of months for the academic term to be considered during need analysis for independent students.

Non-Standard

Enter the number of months for the nonstandard term to be considered during need analysis for independent students.

Academic

Enter the number of months for the academic term to be considered during need analysis for dependent students.

Non-Standard

Enter the number of months for the nonstandard term to be considered during need analysis for dependent students.

Academic

Enter the number of months for the academic term to be considered during need analysis for independent students.

Non-Standard

Enter the number of months for the nonstandard term to be considered during need analysis for independent students.

Use Parent AGI (use parent adjusted gross income)

Select how the parent AGI is represented. Values are:

CSS Deflt (CSS default)

Use Cmptd (use computed)

Use Rptd (use reported)

Use TaxRtrn (use tax return)

Adjust IPA/MMA Regional COL (adjust income protection allowance/monthly maintenance allowance regional cost of living)

Select to adjust the cost of living calculation based on regional COL differences for an independent student or for the parent of a dependent student. Values are:

No

Stu/Par (student/parent)

Yes Par (yes parent)

Yes Stu (yes student)

Adjust ERA Regional COL (adjust emergency reserve allowance regional cost of living)

Select to adjust the emergency reserve allowance for both students and parents, for independent students, or for parents only. Values are:

No

Yes-Both

Yes-Indep (yes independent)

Yes-Parent

ASG Total Income Percentage (annual savings goal total income percentage)

Select a value for the ASG total income percentage. This percentage is used as an allowance against income.

The default value is 1.52%. Selecting one of the other values (1.13% or 1.30%) changes the minimum value used for cumulative education savings allowance (CESA).

1.52%

3,000 USD

23,150 USD

1.13%

1,510 USD

17,210 USD

1.30%

1,970 USD

19,800 USD

Select Available Income Table

Optionally select the old Available Income Assessment Rate table. Values are New or Old.

Rstrct # Household - Max Age (restrict number in household - maximum age)

Enter the value. You can restrict the family size used in the calculation by establishing an age threshold for siblings or dependents. For example, the calculation would not include an allowance for a member in the household over the maximum age set by the institution.

Rstrct # in College - Max Age (restrict number in college - maximum age)

Enter the value. You can restrict the number in college used in the calculation by establishing an age threshold for family members in college. For example, the calculation would not include an allowance for a member of the household in college over the maximum age set by the institution.

Student Assets as Family Assets (student assets as family assets)

Select 5%-25% to have the EFC calculation process assess student assets at 5 percent and the student's trust funds at 25 percent when calculating the student contribution portion of the EFC.

Select All Assets to have all of the student's assets count as parent assets. Student assets are summed in the parent column. These calculation adjustments occur:

1. Family Total Net Worth (FTNW) FTNW = Parents' Total Net Worth (NW) + Student's Total NW.

2. Family Discretionary Net Worth (FDNW) FDNW = FTNW - Asset Protection Allowances.

3. The Asset Conversion rate is then applied to the FDNW to produce the family contribution from assets (FCA) where PC (parental contribution) = PCI (parent contribution from income) + FCA, and TFC (total family contribution) = PC + SCI (student contribution from income).

4. In the student column, student assets equal zero and student contribution (SC) = SCI, because all student assets have been moved to the parent column.

Select Not Trusts to have all of the student's assets except for the value of trust funds count as parent assets. The only student assets summed in the student column are trust funds. These calculation adjustments occur:

1. Family Total Net Worth (FTNW) FTNW = Parents' Total Net Worth (NW) + (Student's Total NW - Student's Value of Trusts).

2. Student Contribution From Assets (SCA) SCA = Student's Value of Trusts * Asset Conversion rate.

3. Family Discretionary Net Worth (FDNW) FDNW = FTNW - Asset Protection Allowances.

4. The Asset Conversion rate is then applied to the FDNW to produce the family contribution from assets (FCA) where: PC (parental contribution) = PCI (parent contribution from income) + FCA, SC (student contribution) = SCI (student contribution from income) + SCA, and TFC (total family contribution) = PC + SC.

Select Separate to use the default calculation. Parent assets are summed in the parent column and student assets are summed in the student column. If you leave this field blank, the system automatically enters Separate and uses the default calculation.

Important! If you selected the Calc PC for Independent check box on the Global and Federal Options page or the IM Yes/No Options page, then the system ignores the value in the Student Assets as Family Assets field, and instead uses the default calculation.

Fed Tax Allwnc Against Income (federal tax allowance against income)

Select from these values to calculate federal tax allowance against income:

CSS Rules: According to CSS Rules, if a student's tax filing status is Completed Tax Return, reported tax is used to calculate federal tax allowance against income. If the student's tax filing status is Will File, the lower amount of reported tax or calculated tax is used to calculate the allowance. If reported tax is blank, negative, or invalid, the calculated tax amount is used to calculate the allowance.

Calc Tax: Select to use the calculated tax amount if a student's tax filing status is Will File; otherwise, CSS Rules apply.

Reptd Tax (reported tax): If a student's tax filing status is Will File, the reported tax is used to calculate the federal tax allowance against income.

Use 70% Income Assmnt for Ind (use 70 percent income assessment for independent)

This field refers to the available income assessment rate for independent students. Select from these values:

Yes: Uses 70 percent for income assessment. This is the default.

No: Select if you elect not to use the 70 percent income assessment; the Alt Income Assessment Rate field appears on the page.

Income Assmnt Rate for Dep (income assessment rate for dependent)

Enter an income assessment rate for dependent students. The default is 50 percent.

Alt Income Assessment Rate (alternate income assessment rate)

Enter an alternate rate for assessing the student's income. This field appears on the page when you select No in the Use 70% Income Assmnt for Ind field.

Fed Tax Allwnc Against Income (federal tax allowance against income)

Select from these values to calculate federal tax allowance against income:

CSS Rules: According to CSS Rules, if a parent's tax filing status is completed tax return, reported tax is used to calculate federal tax allowance against income. If the student's tax filing status is Will File, the lower amount of reported tax or calculated tax is used to calculate the allowance. If reported tax is blank, negative, or invalid, the calculated tax amount is used to calculate the allowance.

Calc Tax: Select to use the calculated tax amount if a parent's tax filing status is Will File; otherwise, CSS Rules apply.

Reptd Tax: If a parent's tax filing status is Will File, the reported tax is used to calculate the federal tax allowance against income.

Use IM Imputed Asset Value

Select to impute the value of EFM assets based on the interest and dividend income reported on the PROFILE form.

Use Projected Year Income

Select to use the student's expected year earnings instead of base year for EFM.

Use IM Income Override

Select to use the IM adjusted gross income and untaxed income overrides for the EFM student contribution.

Use IM Imputed Asset Value

Select to impute the value of EFM assets based on the interest and dividend income reported on the PROFILE form.

Use Projected Year Income

Select to use the parent's expected year earnings instead of base year for EFM.

Use IM Income Override

Select to use the IM's adjusted gross income and untaxed income overrides for the EFM parent contribution.

Use Profile Assumptions

Select to enable the system to perform calculations using assumptions made by the system. For example, if the father reports income of 50,000.00 USD, and the mother reports income of 50,000.00 USD, and the adjusted gross income is left blank, the system assumes the total income to be 100,000.00 USD. The calculation then uses an assumed adjusted gross income of 100,000.00 USD.

Standard Table

If blank

NA

This percentage is used.

NA 

NA 

Standard Table

If not blank

Is less than Minimum Year in School

This percentage is used.

NA 

NA 

Standard Table

If not blank

Is greater than or equal to Minimum Year in School

NA 

NA

This percentage is used.

Optional Table

If blank

NA

NA 

This percentage is used.

NA 

Optional Table

If not blank

Is less than Minimum Year in School

NA 

This percentage is used.

NA 

Optional Table

If not blank

Is greater than or equal to Minimum Year in School

NA 

NA 

This percentage is used.

Use Projected Year Income

Select to calculate a projected estimated annual income if it is lower than the reported base year income.

Use FM Tx (use federal methodology tax)

Select to use the FM state and local income tax computation table in the calculation. When this check box is selected in conjunction with the Ind Use Par St Tax Alwnc check box, Use FM Tx takes priority for independent students.

Calc PC For Independent (calculate parental contribution for independent)

Select to use the parents' information in the calculation for an independent student.

Add Non Cust PC to PC (add noncustodial parent contribution to parent contribution)

Select to combine the noncustodial parent's contribution to the parent contribution.

Add Hope/LTL (add Hope/Lifetime Learning Credit)

Select to let the system determine whether to add this value to taxes, based on federal tax allowance against income and tax filing status, as shown in the following table. The column headings represent the value of the Fed Tax Allwnc Against Income field from the IM Tax/Assess Parameters page.

Completed Return

Add Hope to taxes.

Not add Hope to calculate taxes.

Add Hope to taxes.

Will File Return

Not add Hope to calculate taxes.

Not add Hope to calculate taxes.

Add Hope to taxes.

Completed Return

Add Hope to taxes.

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes.

Will File Return

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes.

Alt Min SCI (alternate minimum student contribution from income)

Select to indicate Yes (default), clear to indicate No for this Yes/No option. If the check box is selected, the application performs the Alternate Minimum Student Contribution from Income calculation using the following calculations

1. Multiply the Student's Available Income by the Available Income Assessment Rate (Parent's Marginal Rate from Income Band). For example, 10, 000 USD x .22 = 2,200 USD.

2. Compare the result (2,200 USD) to the Student Standard Contribution from Income. For example, 2,150 (Non-First Year Dependent Students) and take the higher of the two amounts. In this case, 2,200.

3. To obtain the Student Contribution Cap multiply the Total Parent Contribution by .50. For example, 6,000 USD x .50 = 3,000 USD.

4. The Minimum Student Contribution from Income is the lesser of the value in Step 2 (2,200 USD) or the Student Contribution Cap (3,000). In this case it is 2,200 USD.

IM < FM (institutional methodology is less than federal methodology)

Select to allow the calculated IM EFC to be below the calculated FM.

Ind Use Par St Tax Alwnc (independent use parent state tax allowance)

Select if the student is independent with dependents but you want to use the parent's state tax allowance table in the calculation. When this check box is selected in conjunction with the Use FM Tx check box, Use FM Tx takes priority for independent students.

Use Projected Year Income

Select to calculate a projected estimated annual income, if it is lower than the reported base year income.

Use FM Tx (use federal methodology tax)

Select to use the FM state and local income tax computation table in the calculation.

Allow Parent Other Loss

Select to allow losses taken on a parent's income tax. This results in a lower EFC.

Allow Parent Bus/Farm Loss

Select to allow losses taken on a parent's income tax, such as depreciation in a business. This results in a lower EFC.

Add Hope/LTL (add Hope/Lifetime Learning Credit)

Select to have the system determine whether to add this value to taxes based on federal tax allowance against income and tax filing status, as shown in the previous table. The column headings in the table represent the value of the Fed Tax Allwnc Against Income field from the IM Tax/Assess Parameters page.

Disallow Low Inc Asset Alwnc (disallow low income asset allowance)

Select to calculate without using the low income asset allowance.

Exclude Tuition/Fee Deduction

Use this check box to determine whether the tuition and fee deductions reported by the parents of dependent students are excluded from parental income:

• Select to disallow tuition and fee deductions from untaxed income.

• Clear to allow tuition and fee deductions from untaxed income.

IM < FM

Select to allow the calculated IM EFC to be less than the calculated FM.

Use Rpt PC (use reported parent contribution)

Select to enforce the amount that the parents volunteered to contribute, if that amount is higher than the amount calculated by the system.

Use Default Minimum Student Contribution Amounts

Select from these values:

Yes: Use the defaults.

No: Make manual changes to the minimum student contribution amounts.

Asset Options

Select asset options. Values are:

No Asset Projection: INAS does not impute a value for assets, reported amounts are used.

Combined Projection: INAS combines Cash/Int (cash and interest) and Inv/Dvd (investment and dividends) imputed values in the calculation. The entire amount is reported as cash savings.

Individual Projection: INAS calculates Cash/Int and Inv/Dvd imputed values individually. Cash/Int and Inv/Dvd can have a different yield and tolerance.

You can compare income with reported cash, savings, checking, and investments to identify cases where the asset value appears to be under-reported. Specify both an expected rate of return (yield) and a tolerance level for both Cash/Int and Inv/Dvd. Based on the interest reported, you can impute a value of the parents' or student's cash savings, using the specified yield. This helps you to determine whether the reported savings are under-reported. You can also impute a value for the parents' or student's investments and dividends.

Limit and Tolerance

Enter the limit and tolerance values for Cash/Int.

You can set a limit for cash and interest. For example, you can enter a value of 10,000.00 USD. You can set up the system to assess the first 10,000.00 USD (Limit) at 3.8% (Yield% 1) and any portion greater than 10,000.00 USD at 5.6% (Yield% 2). Based on the reported interest from the tax return, if the value is less than 10,000.00 USD, the system uses the percentage that appears in Yield% 1 in calculation. The system uses the percentage in Yield% 2 in the calculation for the amount above 10,000.00 USD. If the tolerance is set to 500.00 USD, and the imputed value when compared to the reported value is within the specified tolerance, you can decide to use the reported value. INAS uses the reported income and the expected rate of return to project the asset value required to produce that income. If the projected value is greater than the reported asset value by more than the tolerance level, the projected value is substituted for the reported asset value.

Inv/Dvd (investment and dividend)

Set up the appropriate limit and tolerance to compare the reported value to the imputed value, as described previously.

Home Option

Select the home option for parents and independent students. Values are:

1: Reported. INAS uses the value of the home reported on the application, to calculate equity.

2: Projected. The system calculates the value of the home based on the purchase price of the home and the date on which it was purchased, using the Federal Housing Multiplier table.

3: Projected if Significant Difference. The system uses the value set for home tolerance to determine whether reported or projected home values are used to determine home equity.

4: Highest. INAS compares the calculated and reported home value. The system uses the higher value to determine equity.

5:Alt Home Value Calculation. INAS compares projected value to capped value and uses the lower value.

Home Tolerance

Enter a home tolerance value. INAS uses the reported value of the home, unless it exceeds the tolerance when the difference is compared to the calculated home value. If it exceeds the tolerance, the value is adjusted accordingly.

Home Cap

Enter a multiplier if you do not want the reported value or the computed value to exceed a certain multiple of the family's income. The system multiplies this value with total income to adjust the value of the home.

Home Equity Cap Factor

Enter a cap factor from 0.0 to 9.9. Home equity is then capped using the factor times the computed income.

Asset % Dep (asset percentage dependent)

Enter a value to use as an allowance against assets.

Asset % Ind No Dep-Married (asset percentage independent no dependents married)

Enter a value to use as an allowance against assets.

Asset % Ind No Dep-Single (asset percentage independent no dependents single)

Enter a value to use as an allowance against assets.

Asset % Parent (asset percentage parent)

Enter a value to use as an allowance against assets. Leave this field and the Asset % Ind W/Dep field blank to invoke standard IM rules.

Asset % Ind W/Dep (asset percentage independent with dependents)

Enter a value to use as an allowance against assets. Leave this field and the Asset % Parent field blank to invoke standard IM rules.

MINIMUM PC BASED ON INCOME RANGE (minimum parental contribution based on income range)

Enter the values set by your institution's policy.

% of Total Budget for 1/2 time (percentage of total budget for half-time)

Enter a percentage of the total budget that you want to use for a student attending an institution half-time.

Note. The value 1.00 is equal to 100 percent.

Limit PC (limit parental contribution)

Select a parental contribution limit. Values are:

% Tot Bdgt (percentage of total budget): Select to have the parental contribution limited to the percentage (calculated as follows: budget total for other children divided by budget total for all children) that their total budget compared to the total budget including the applicant.

Lowest: Compare the parental contribution limits set by % Tot Bdgt and Sum Bdgt, and set the limit to the higher value.

No: Indicate that no parental contribution limit is set.

Sum Bdgt (sum budget): Limit the parental contribution to the sum of the budgets for all other children in the family.

Enter the values that your institution set for each type of institution.

FAFSA Student Information

ISIR_PIA_CS1_nn

Financial Aid, Federal Application Data, Correct 20nn-20nn ISIR records, Student Information

Correct information on the FAFSA Student Information page.

FAFSA Parent Information

ISIR_PIA_CS4_nn

Financial Aid, Federal Application Data, Correct 20nn-20nn ISIR records, Parent Information

Correct information on the FAFSA Parent Information page.

INAS Federal Extension

INAS_FED_EXTnn_SEC

Click the FM link on any tab in the Correct 20nn-20nn ISIR records component.

Override INAS global policy options.

INAS Federal Extension Budget Durations

INAS_FEDEX_DUR_SEC

Click the Budget Durations link on the INAS Federal Extension page.

Override INAS global policy options for federal academic and non-standard budget duration.

INAS Federal Extension EFC Proration Options

INAS_FEDEX_PRO_SEC

Click the EFC Proration Options link on the INAS Federal Extension page.

Override EFC proration options for academic and non-standard months.

INAS Federal Extension EFC Override

INAS_FEDEX_EFC_SEC

Click the Override Federal EFC link on the INAS Federal Extension page.

Override EFC components for academic and non-standard award periods.

INAS Institutional Extension 1

INAS_PROF_EXT1_Snn

Click the FM link on any tab in the Correct 20nn-20nn ISIR records component.

Override INAS global policy options.

Institutional Budget Durations

INAS_PRFEX_DUR_SEC

Click the Budget Durations link or the Override Institutional EFC link on the INAS Institutional Extension 1 page.

Override INAS global policy options for institutional academic and non-standard budget duration.

Institutional EFC Override

INAS_PROF_EFC_SEC

Click the Override Institutional EFC link on the INAS Institutional Extension 1 page.

Override EFC components for academic and non-standard award periods.

INAS Institutional Extension 2

INAS_PROF_EXT2_Snn

Click the IM Extension 2 link on the INAS Institutional Extension 1 page.

Override INAS global policy options.

INAS Institutional Extension 3

INAS_PROF_EXT3_SEC

Click the Extension 3 link on the INAS Institutional Extension 1 page.

Override INAS global policy options.

INAS Institutional Extension 4

INAS_PROF_EXT4_Snn

Click the Extension 4 link on the INAS Institutional Extension 1 page.

Override INAS global policy options.

INAS Institutional Extension 5

INAS_PROF_EXT5_SEC

Click the Extension 5 link on the INAS Institutional Extension 1 page.

Override INAS global policy options.

Monthly EFC

NEED_SMRY_EFC_SEC

Click the Monthly EFC link on the ISIR Corrections EFC/DB Matches page.

View the monthly breakdown of the expected family contributions for months 1–8 and 10–12. The 9–month EFC displays on the EFC/DB Matches\Corr page.

INAS Rule Set

Select a rule set.

INAS Calc Type (INAS calculation type)

Select a calculation type from FM, IM, or FM & IM.

INAS Data Source

Select FM, IM, or Both F/I.

Dependency Override

Select either Ind Prof J (individual professional judgement) or No (no override).

Calc a PC for Independent (calculate a parent contribution for independent)

Select to calculate a parental contribution for independent students if parental data is available. The parental contribution is calculated but not added to the EFC.

Override Federal EFC

See Overriding Expected Family Contribution (EFC).

Budget Durations

Click this link to access the INAS Federal Extension Budget Durations page. You can enter any value for FM academic and/or non-standard budget duration. Federal rules allow whole numbers only for budget duration. If the total allocation for the budget duration is greater than 12 months, a 9–month EFC is calculated and used in the academic award period, and no EFC is calculated for the non-standard award period.

This field can be populated using Population Update as long as the records being updated are aid year activated for the intended aid year.

Calculate Federal Tax

Select to calculate federal tax as defined by INAS.

Tuition

Enter a value to offset tuition expenses.

Medical/Dental

Enter a value to offset medical/dental expenses.

Other

Enter a value to offset total allowances.

Asset Allowance

Enter a value to include in net worth calculations.

Other

Enter a value to include in net worth calculations.

Number in College

Select one of the following:

Ovrd Asmpt (override assumption) to override the number in college assumption when calculating the parent contribution.

Don't Ovr (don't override) to accept the number in college assumption when calculating the parent contribution.

Reject D Override

Select Don't Supp (Do not suppress) to enforce Reject D.

Select Supp Rej D (suppress reject D) to override Reject D.

Reject E Override

Select Don't Supp (Do not suppress) to enforce Reject E.

Select Supp Rej E (suppress reject E) to override Reject E.

Reject F Override

Select Don't Supp (Do not suppress) to enforce Reject F.

Select Supp Rej F (suppress reject F) to override Reject F.

Reject R Override

Select Don't Supp (Do not suppress) to enforce Reject R.

Select Supp Rej R (suppress reject R) to override Reject R.

Reject S Override

Select Don't Supp (Do not suppress) to enforce Reject S.

Select: Supp Rej S (suppress reject S) to override Reject S.

Reject T Override

Select Don't Supp (Do not suppress) to enforce Reject T.

Select Supp Rej T (suppress reject T) to override Reject T.

INAS Rule Set

Select an INAS rule set value to determine which global policy option rule to use as a base.

Application Source

Select an application source from:

FT CSL (full-time Canada Student Loan): Used in Canadian Need Analysis.

Inst App (institutional application).

PT CSL (part-time Canada Student Loan): Used in Canadian Need Analysis.

Profile.

Budget Durations

Click this link to access the Institutional Budget Durations page. You can enter any value for IM academic and/or non-standard budget duration. Institutional rules allow whole numbers with one decimal place.

This field can be populated using Population Update as long as the records being updated are aid year activated for the intended aid year.

Override Institutional EFC

Click this link to access the Override Institutional EFC page, where you can override the institutional EFC amount, as described later in this chapter.

Alt Min SC from Income Calc (alternate minimum student contribution from income calculation)

Select this check box to override the Alt Min SCI option set for the student on the IM Yes/No Options page.

Calc PC For Independent (calculate parental contribution for independent)

Select this check box to override the Calc PC For Independent option set for the student on the IM Yes/No Options page.

Skip Family Member Exclusion

Select to override the Rstrct # Household - Max Age and Rstrct # in College - Max Age options set on the IM Tax/Assess & Parms options page.

IGNORE LOSSES—Business/Farm

Select to override the Allow Parent Bus/Farm Loss option set on the IM Yes/No Options page.

IGNORE LOSSES—Other

Select to override the Allow Parent Other Loss option set on the IM Yes/No Options page.

Work Study Income Exclusion

Select to exclude the student's work-study earnings from the income exclusion calculation. This option allows (includes) federal workstudy income back into regular income by excluding it from the income exclusion calculation.

• Selected

  Include work-study earnings in regular income.

• Unselected

  Do not include work-study earnings in regular income.

Limit Intl Student's IPA (Limit International Student's Income Protection Allowance)

Select to limit an international student's Income Protection Allowance (IPA) to an amount greater than or equal to 25% of the parental income.

• Selected

  Limit student's IPA to an amount not less than 25% of parents' income.

• Unselected

  Do not limit student's IPA amount, normal processing.

Note. This is a local-only option applicable to international (non-domestic) students only.

Country Coefficient TCA (Country Coefficient Total Contribution from Assets)

Select to calculate an optional contribution from assets by applying the country coefficient to the percentage used to calculate the step increment

• Selected

  Calculate contribution from assets applying the country coefficient to the step increment percentage.

• Unselected

  Calculate contribution from assets for international student using default step increase percentage.

Note. This is a local-only option applicable to international (non-domestic) students only.

Use Projected Year Income

Select to override the Use Projected Year Income option set on the IM Yes/No Options page.

Can IM Contribution Fall Below FM

Select to override the IM < FM option set on the IM Yes/No Options page.

Hope/Lifetime Add Back

Select to override the Add Hope/LTL option set on the IM Yes/No Options page.

Parent Tax Table — Independent

Select to override the Ind Use Par St Tax Alwnc (independent use parent state tax allowance) option set on the IM Yes/No Options page.

Exclude Tuition/Fee Deduction

Select to override the Exclude Tuition/Fee Deduction option set on the IM Yes/No Options page.

Use Which EFC

Select a value to determine the institutional EFC displayed on the Need Summary page and used in the Award Entry component. Your selection overrides the value selected on the Global and Federal Options page.

Dependency Override

Select either Ind Prof J ( individual professional judgement) or No (no override). INAS calculates a dependent student as independent when Ind Prof J is selected.

Limit Share of PC

Select from Lowest, No, Ratio Bdg (ratio budget), or Sum of Bdg (sum of budget).

Your selection overrides the value selected on the Minimum PC Range page and the Budget Options page.

Calculate U.S. Tax

Select to override the value selected for the Fed Tax Allwnc Against Income field on the IM Tax/Assess & Parms page.

Override Imputation of Home

Select from Alt Calc, Highest, Proj/Diff, Projected, or Reported to override the value on the Home/Asset Projections page.

Override Imputation of Assets

Select Combined or No Projctn to override the value on the Asset Options page.

Use Parent AGI (use parent adjusted gross income)

Select a value to override the value selected for the Use Parent AGI field on the IM Tax/Assess & Parms page.

Select how the parent AGI is represented from:

CSS Deflt (CSS default)

Use Cmptd (use computed)

Use Rptd (use reported)

Use TaxRtrn (use tax return)

Student Assets as Family Assets (student assets as family assets)

Select a value to override the value selected for the Studnt Assets as Family Assets field on the IM Tax/Assess & Parms page.

Adjusted Gross Income

Enter an amount to override the student or parent adjusted gross income.

Untaxed Income

Enter an amount to override the student or parent untaxed income.

Tax Paid

Enter an amount to override the value used in the Fed Tax Allwnc Against Income (federal tax allowance against income) on the IM Tax/Assess & Parms page.

Estimated Tax

Enter an amount to override the estimated tax calculated by the IM method.

Cost of Living Allowance Index

Enter an amount to override the Adjust IPA/MMA Regional COL (Income Protection Allowance/Monthly Maintenance Allowance Regional Cost of Living) value based on options set on the IM Tax/Assess & Parms page.

Income Protection Allowance

Enter an amount to override the Adjust IPA/MMA Regional COL calculated based on options set on the IM Tax/Assess & Parms page.

Tuition

Enter an amount to override the Max Tuition Allowance (maximum tuition allowance) per child on the IM Value Parms 1 page

Medical/Dental

Enter an amount to override the % Unreimbursed Med/Dent Expense (percent unreimbursed medical/dental expense) on the IM Value Parms 1 page.

Employment

Enter an amount to override % Employment Allowance (percent employment allowance) and Max Employment Allowance (maximum employment allowance) on the IM Value Parms 1 page.

Federal Insurance Compensation

Enter an amount to override the allowance calculated by IM.

Income

Enter an amount to override allowance against income calculated by IM.

Local Tax — Percent

Enter an amount to override the amount calculated by IM.

Cap Housing Value

Enter an amount to override the value selected for the Home Cap field on the Home/Asset Projections page.

Home Equity Cap Factor

Enter an amount to override the value selected for the Home Equity Cap Factor field on the Home/Asset Projections page.

Housing Multiplier Override

Enter an amount to override the delivered housing multiplier table value that projects home equity.

Asset Assessment Percent

Enter an amount to override the value selected for the Asset Assessment Rate field on the Home/Asset Projections page

Local Tax

Enter an amount to override amount calculated by IM.

Other Asset

Enter an amount to add to calculated assets.

Minimum Asset

Enter an amount to override Minimum Contribution from Asset on the IM Value Parms 1 page.

Asset Allowance

Enter an amount to offset discretionary net worth calculated by IM.

Minimum Income

Enter an amount to override the Minimum SC or PC values from the Minimum SC Income and Minimum PC Range pages.

Number in College

Enter a number to override the number of students in college.

Allow Parents in College

Enter an amount to allow parents in college.

Percent to Increase Prior Year's Contribution

Enter an amount to override increase last year SC (or PC) on the IM Value Parms 1 page.

Prior Year's Contribution

Enter the prior year's contribution for use with the Percent to Increase Prior Year's Contribution option.

Income Assessment Percent

Enter an amount to override Use 70% Income Assmnt for Ind or Income Assmnt Rate for Dep from the IM Tax/Assess & Parms page.

Add Percent of IRA/KEOGH

Enter an amount to override the value in the % Of Stdnt IRA Include In NW field from the IM Value Parms 1 page.

Use Non Custodial Parent Contribution

Select to override the value entered on Add Non Custodial PC to PC on the IM Yes/No Options page. Enter a value in the accompanying field if you want to override and use an amount other than the self reported value.

Number In Household

Enter an amount to override amount calculated by EFM.

Number In College

Enter an amount to override amount calculated by EFM.

Use Projected Year Income

Select to override the value entered in the Use Projected Year Income field on the EFM Yes/No Options page.

INAS Federal Extension

INAS_FED_EXTnn_SEC

Click the FM link on any tab of the Correct 20nn-20nn ISIR records component.

Click the FM link on the Student Data, Parent Data, Miscellaneous Data, or Computation Data page (Financial Aid, Institutional Application 20nn-20nn, Maintain Application 20nn–20nn).

Click the Federal Extension link on the Student Income/Assets, Student Information, Parent Income/Assets, Parent Information, or Overrides page (Financial Aid, Federal Application Data, Simulate 20nn-20nn FM INAS).

Override INAS global policy options.

INAS Federal Extension EFC Override

INAS_FEDEX_EFC_SEC

Click the Override Federal EFC link on the INAS Federal Extension page.

Override EFC components for academic and non-standard award periods.

INAS Institutional Extension 1

INAS_PROF_EXT1_Snn

Click the IM link on any tab of the Correct 20nn-20nn ISIR records component.

Click the IM link on the Student Data, Parent Data, Miscellaneous Data, or Computation Data page (Financial Aid, Institutional Application 20nn-20nn, Maintain Application 20nn–20nn).

Override INAS global policy options.

Institutional EFC Override

INAS_PROF_EFC_SEC

Click the Override Institutional EFC link on the INAS Institutional Extension 1 page.

Override EFC components for academic and non-standard award periods

Use EFC Override Values

Select this check box and call INAS for the system to use your override values. If you want to use actual calculated values, clear the check box and call INAS.

Defaults

Click the Defaults button to reset the student contribution and parent contribution to current values from STD_AWD_PER. If you have already calculated INAS using overridden values, those same values are returned when you click the Defaults button. To retrieve calculated values as the default, clear the Use EFC Override Values check box, call INAS, return to this page, and click the Defaults button.

Student Income/Assets

INAS_SIM_STU1_nn

Financial Aid, Federal Application Data, Simulate 20nn-20nn FM INAS, Student Income/Assets

View or update fields from ISIR Corrections to perform an INAS calculation.

INAS Simulation Federal Extension

INAS_SIM_FEDEX_Snn

Click the Federal Extension link on the Student Income/Assets page.

Override the INAS global policy options at the student level.

INAS Simulation Budget Durations

INAS_SIMEX_DUR_SEC

Click the Budget Durations link on the INAS Simulation Federal Extension page.

Override INAS global policy options for federal academic and non-standard budget duration.

INAS Simulation EFC Proration Options

INAS_SIMEX_PRO_SEC

Click the EFC Proration Options link on the INAS Simulation Federal Extension page.

Override proration options for academic and non-standard months.

INAS Simulation EFC Override

INAS_SIMEX_EFC_SEC

Click the EFC Override link on the INAS Simulation Federal Extension page.

Override EFC components for academic and non-standard award periods.

Student Information

INAS_SIM_STU2_nn

Financial Aid, Federal Application Data, Simulate 20nn-20nn FM INAS, Student Information

View or update fields from ISIR Corrections to perform an INAS calculation.

Parent Income/Assets

INAS_SIM_PAR1_nn

Financial Aid, Federal Application Data, Simulate 20nn-20nn FM INAS, Parent Income/Assets

View or update fields from ISIR Corrections to perform an INAS calculation.

Parent Information

INAS_SIM_PAR2_nn

Financial Aid, Federal Application Data, Simulate 20nn-20nn FM INAS, Parent Information

View or update fields from ISIR Corrections to perform an INAS calculation.

Overrides

INAS_SIM_OVRD_nn

Financial Aid, Federal Application Data, Simulate 20nn-20nn FM INAS, Overrides

View or update fields from ISIR Corrections to perform an INAS calculation. Set Dependency Override and Correction Status.

Get Federal Data

Click this button to copy the student's latest ISIR data from the Federal Extension record to this page.

INAS

Click this button to invoke a Remote Function Call of the INAS calculation.

Use Simulated Data

Click this button to move the simulated data into production.

Federal Extension

Click this link to access the INAS Simulation Federal Extension page and make changes to an existing extension or override the INAS Global Policy Options at the student level.

Need Summary

Click this link to view a student's need summary. Need summary information reflects only current values. New data that you have calculated is not reflected on Need Summary pages until you click the Use Simulated Data button, refresh the page and click Get Fed Data again.

Monthly EFC

Click this link to access the INAS Simulation Monthly EFC page to view the INAS calculated monthly EFC for months 1-8 and 10-12.

Formula Type

Displays the formula type used in the INAS calculation. When you click the Get Federal Data button, the system populates the ISIR formula type on record and updates the formula type when INAS is called.

Primary EFC:

Displays the 9-month EFC. When you click the Get Fed Data button, the system populates the ISIR Primary EFC on record and updates the Primary EFC when INAS is called.

Prorated EFC:

Displays the 9-month or other than 9-month EFC. When you click the Get Fed Data button, the system populates the ISIR Prorated EFC on record and updates the Prorated EFC when INAS is called.

Dependency Override:

Values include:

1: Dependent to Independent. You can select this value.

2: Cancel Dep Override – Corr Only. You can select this value.

3: Override Failed. The correction process sets this value.

Correction Status:

Values include:

1: Correction(s) Pending. You can select this value.

2: Send Correction(s). You can select this value.

3: Correction(s) Sent. The correction process sets this value.

4: Correction(s) Accepted. The correction process sets this value.

5: Corrections Rejected. The correction process sets this value.

6: Do Not Send Correction(s). You can select this value.

Parent Number In College

Select 1:Yes.

Parent AGI (parent adjusted gross income)

Select 1:Yes.

Parent WKC Assumed Zero (parent income from worksheet C assumed 0)

Select 1:Yes.

Student Number In college

Select 1:Yes.

Student AGI (student adjusted gross income)

Select 1:Yes.

Student WKC Assumed Zero (student income from worksheet C assumed 0)

Select 1:Yes.

Batch INAS Calculation

RUNCTL_FAPINCLC

Financial Aid, File Management, INAS Batch Calculation, Batch INAS Calculation

Calculate INAS in batch based on policy options.

Application Type

Select the application type to run INAS batch calculations from these options:

B: Both Federal and Profile

F: Federal

P: Profile

Clear Calc Requests (clear calculation requests)

If you select Y, the files are removed from the table after the batch calculation. You cannot run batch INAS on these files again unless they are added to INAS_CALC_RECS by loading new ISIR files with the appropriate data load parameters, or by using population update.

Federal EFC Summary

ISIR_FM_SUMRY_nn

Financial Aid, Federal Application Data, View 20nn-20nn FM EFC Detail, Federal EFC Summary

Review information about a student's federal EFC (expected family contribution).

ISIR Information

ISIR_INFO_SMRY_SEC

Click the ISIR Information Summary link on the Federal EFC Summary inquiry page.

View ISIR summary information for this student.

Assumption Detail

STDNT_FM_ASMP_SEC

Click the Assumption Detail link on the Federal EFC Summary inquiry page.

View a long description of any assumption the system is using in the INAS calculation.

Total Income Detail

ISIR_TI_SEC

Click the Total Income Detail link on the Federal EFC Summary inquiry page.

View total income information. Total income is the difference between taxable income, untaxed income, and adjustments to income.

Total Allowances Detail

ISIR_TA_SEC

Click the Total Allowances Detail link on the Federal EFC Summary inquiry page.

View allowances to income. Taxes paid, Income Protection and Employment allowances are displayed.

Available Income Detail

ISIR_AI_SEC

Click the Available Income Detail link on the Federal EFC Summary inquiry page.

View available income information for the student. Available income is total income less total allowances.

Total Parent Contribution Detail

ISIR_PC_SEC_nn

Click the Total Parent Contribution Detail link on the Federal EFC Summary inquiry page.

View total parent contribution information for this student, including Available Income, Contribution from Assets, Adjustments to Available Income, the Total Parent Contribution, Number in College, and Calculated Parent Contribution. This page is available only if the student is a dependent and provides parent income and asset information.

Total Student Contribution Detail

ISIR_SC_SEC_nn

Click the Total Student Contribution Detail link on the Federal EFC Summary inquiry page.

View total student contribution. This page displays the Total Student Contribution, Number in College, Student Income Contribution, Student Asset Contribution, and Calculated Student Contribution.

Prorated EFC Detail

ISIR_EFC_SEC_nn

Click the Prorated EFC Detail link on the Federal EFC Summary inquiry page.

View information about the prorated EFC for the student. The page displays Parent Contribution (if applicable), Student Income Contribution, Student Asset Contribution, the Prorated EFC, and the Calculated EFC. The prorated EFC reflects enrollment for 9 months or other than 9 months depending on the budget duration.

Institutional EFC Summary

INST_INAS_SMRY_nn

Financial Aid, Institutional Application Data, View 20nn-20nn IM EFC Detail, Institutional EFC Summary

Review information about a student's Institutional EFC (expected family contribution). From this page, access detailed information for each calculated amount.

Institutional Assumption Detail

STDNT_IM_ASMP_SEC

Click the IM Assumptions link on the Institutional EFC Summary Detail page.

View the institutional assumptions that apply to a student. INAS IM Assumption Codes are defined by the College Board and are delivered with the Financial Aid system. An assumption is an assumed response to a question that is left blank or to a response that was inconsistent with the guidelines.

Total Income Detail Parent Contribution IM and IM w/ Options

INST_PIM_TI_SEC_nn

INST_PIM_TIO_SECnn

Click the Total Income Detail link on the Institutional EFC Summary Detail page.

View total income information for parents calculated using institutional methodology. Total Income is the difference between the combination of taxable income, untaxed income and adjustments to income on earned income.

Total Income Detail Parent Contribution - EFM

INST_PFM_TI_SEC_nn

Click the Total Income Detail link on the Institutional EFC Summary Detail page.

View total income information for parents using estimated federal methodology. Total Income is the difference between the combination of taxable income, untaxed income, and income adjustments on earned income.

Total Income Detail Student Contribution - IM, IM w/Options

INST_SIM_TI_SEC_nn

INST_SIM_TIO_SECnn

Click the Total Income Detail link on the Institutional EFC Summary Detail page.

View total income information for the student using institutional methodology. Total Income is the difference between the combination of taxable income, untaxed income, and income adjustments on earned income.

Total Income Detail Student Contribution − EFM

INST_SFM_TI_SEC_nn

Click the Total Income Detail link on the Institutional EFC Summary Detail page.

View total income information for the student using estimated federal methodology. Total Income is the difference between the combination of taxable income, untaxed income, and income adjustments on earned income.

Available Income Detail Parent Contribution − IM, IM w/Options

INST_PIM_AI_SEC_nn

INST_PIM_AIO_SECnn

Click the Available Income Detail link on the Institutional EFC Summary Detail page.

View information about parents' contribution using institutional methodology. The system displays allowances for taxes, medical/dental expenses, tuition, and other allowances, such as income protection allowance (IPA). Total Allowances is the sum of these allowances. Available Income is the Total Income, shown on the Total Income page, less the Total Allowances.

Available Income Detail Parent Contribution - EFM

INST_PFM_AI_SEC_nn

Click the Available Income Detail link on the Institutional EFC Summary Detail page.

View information about parent's contribution using estimated federal methodology. The system displays allowances for taxes, medical/dental expenses, tuition, and other allowances, such as income protection allowance (IPA). Total Allowances is the sum of these allowances. Available Income is the Total Income, shown on the Total Income page, less the Total Allowances.

Available Income Detail Student Contribution − IM, IM w/Options

INST_SIM_AI_SEC_nn

INST_SIM_AIO_SECnn

Click the Available Income Detail link on the Institutional EFC Summary Detail page.

View information about student contribution using your institutional methodology. The system displays allowances for taxes, medical/dental expenses, tuition, and other allowances, such as income protection allowance/monthly maintenance allowance (IPA/MMA). Total Allowances is the sum of these allowances. Available Income is the Total Income, shown on the Total Income page, less the Total Allowances.

Available Income Detail Student EFM

INST_SFM_AI_SEC_nn

Click the Available Income Detail link on the Institutional EFC Summary Detail page.

View information about student contribution using estimated federal methodology. The system displays allowances for taxes, medical/dental expenses, tuition, and other allowances, such as income protection allowance (IPA). Total Allowances is the sum of these allowances. Available Income is the Total Income, shown on the Total Income page, less the Total Allowances.

Net Worth Detail Parent Contribution IM, IM w/Options

INST_PIM_NW_SECnn

INST_PIM_NWO_SEC_nn

Click the Net Worth Detail link for Parent Contribution, on the Institutional EFC Summary Detail page.

View detail information about the parents' net worth, the total assets calculated by IM.

Net Worth Detail Parent Contribution − EFM

INST_PFM_NW_SEC_nn

Click the Net Worth Detail link for Parent Contribution, on the Institutional EFC Summary Detail page.

View detail information about parent's net worth, the total assets calculated by EFM.

Net Worth Detail Student Contribution - IM, IM w/Options

INST_SIM_NW_SEC_nn

INST_SIM_NWO_SECnn

Click the Net Worth Detail link for Student Contribution, on the Institutional EFC Summary Detail page.

View detail information about student's net worth, the total assets calculated by IM.

Net Worth Student Contribution − EFM

INST_SFM_NW_SEC_nn

Click the Net Worth Detail link on the Institutional EFC Summary Detail page.

View information about student's net worth, the total assets calculated by EFM.

Discretionary Net Worth Income Supplement Detail Parent Contribution - IM, IM w/Options

INST_PIM_DN_SEC_nn

INST_PIM_DNO_SECnn

Click the Discretionary Net Worth/Income Supplement Detail link on the Institutional EFC Summary Detail page.

View information on calculated allowances to offset net worth for the parent using institutional methodology.

Discretionary Net Worth Income Supplement Detail Parent Contribution − EFM

INST_PFM_IS_SEC_nn

Click the Discretionary Net Worth/Income Supplement Detail link on the Institutional EFC Summary Detail page.

View information on calculated allowances to offset net worth for the parent using estimated federal methodology.

Discretionary Net Worth Income Supplement Detail Student Contribution − IM, IM w/Options

INST_SIM_DN_SEC_nn

INST_SIM_DNO_SECnn

Click the Discretionary Net Worth/Income Supplement Detail link on the Institutional EFC Summary Detail page.

View information on calculated allowances to offset net worth for the student using institutional methodology.

Discretionary Net Worth Income Supplement Detail Student Contribution − EFM

INST_SFM_IS_SEC_nn

Click theDiscretionary Net Worth/Income Supplement Detail link on the Institutional EFC Summary Detail page.

View information on calculated allowances to offset net worth for the student using estimated federal methodology.

Contribution for Student Detail Parent Contribution − IM, IM w/Options

INST_PIM_TC_SEC_nn

INST_PIM_TCO_SECnn

Click the Contribution for Student Detail link on the Institutional EFC Summary Detail page.

View information about the parent contribution for the student using institutional methodology.

Contribution for Student Detail Parent Contribution − EFM

INST_PFM_TC_SEC_nn

Click the Contribution for Student Detail link on the Institutional EFC Summary Detail page.

View information about the parent contribution for the student using federal methodology.

Contribution for Student Detail Student Contribution − IM, IM w/Options

INST_SIM_TC_SEC_nn

INST_SIM_TCO_SECnn

Click the Contribution for Student Detail link on the Institutional EFC Summary Detail page.

View information about student contribution using institutional methodology.

Contribution for Student Detail Student Contribution − EFM

INST_SFM_TC_SEC_nn

Click the Contribution for Student Detail link on the Institutional EFC Summary Detail page.

View information about student contribution using estimated federal methodology.

Base IM

Uses the institutional methodology provided by the College Board.

IM w/Options

Uses the institutional methodology provided by the College Board and reflects override options set up by your institution.

EFM (estimated federal methodology)

Uses the federal methodology formula provided by the College Board to calculate an estimated federal parent contribution.

Base IM

Uses the institutional methodology provided by the College Board.

IM w/Options

Uses the institutional methodology provided by the College Board and reflects override options set up by your institution.

EFM (estimated federal methodology)

Uses the federal methodology formula provided by the College Board to calculate an estimated federal student contribution.

Need Summary

NEED_SUMMARY_SEC

Click the Need Summary link on any tab of the Correct 20nn-20nn ISIR records component.

View the award period and EFC status for both the Federal and Institutional cost of attendance, expected family contribution, need, GI bill, total aid, unmet need, and aid overaward.

INAS FM Assumption Codes

INAS_FM_ASMPTN

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS Assumption Codes, INAS FM Assumption Codes

Review assumption codes regarding federal application information. INAS FM assumption codes are provided by the College Board and are based on CPS (central processing system) and delivered with the Financial Aid system.

INAS IM Assumption Codes

INAS_IM_ASMPTN

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS Assumption Codes, INAS IM Assumption Codes

Review assumption codes regarding institutional application information. INAS IM assumption codes are provided by the College Board and are delivered with the Financial Aid system.