Verification Tolerance

VERIF_FLD_TOLS

Set Up SACR, Product Related, Financial Aid, Application Processing, Verification Tolerance Setup, Verification Tolerance

Activate fields for federal and institutional processing and filter for use by dependency status.

Effective Date

Displays the effective date for these verification tolerance rules. The effective date defines when the status that you select is valid.

Status

Displays the status for the data. Values are Active and Inactive.

Total Tolerance Federal

Enter the total level accepted for federal requirements. This tolerance is the maximum difference that can exist between a student's reported and verified information to still pass federal requirements. You can also assign a tolerance for each field based on the need of your institution.

Total Tolerance Institutional

Enter the total level accepted for institutional requirements. This tolerance is the maximum difference that can exist between a student's reported and verified information to still meet your institutional requirements. You can also assign a tolerance for each field based on the need of your institution.

Field Number

Enter the field number for each of the fields to verify.

Field Name

Displays the corresponding name for each field to verify.

Federal

Select to use this field in federal compare process for tolerance acceptance.

Institutional

Select to use this field in institutional compare process for tolerance acceptance.

Household Info

VERIF02_FORM1

Financial Aid, Verification, Manage 20nn-20nn Verification, Household Info

Enter documented information about the student and members of the student's household.

TIV School Information

VERIF_SCHL_CD_SEC

Click the TIV Information link on the Household Info page. This link appears when you enter a valid school code.

View Title IV school information.

Get Institutional Data

VERIF_APP_SRC_CODE

Click the Get Inst Data button on the Household Info page.

Indicate which Application Source code to use to populate fields with institutional data.

Tax Form Data

VERIF04_FORM2

Financial Aid, Verification, Manage 20nn-20nn Verification, Tax Form Data

Enter information reported on the filer's tax form.

Student's Income from Wages

VERIF_WAGES_STDNT

Click the Student/Spouse Wages link on the Tax Form Data page.

View detail information about wages reported by the person whose data is being verified.

Parent Income from Wages

VERIF_WAGES_PARENT

Click the Parent's Wages link on the Tax Form Data page.

View detail information about wages reported by the person whose data is being verified.

Other Taxable Income

SFA_OTHER_INC1_05, SFA_OTHER_INC2_05, SFA_OTHER_INC3_10

Click the Other Taxable Income link on the Tax Form Data page.

Enter 1040, 1040A or 1040EZ taxable income line items other than wages.

Schedule 1

VERIF01_SCH1_SEC

Click the Sch 1 link on the Other Taxable Income page.

Enter or view detail information on 1040A interest and dividend income. Entries here write to Interest Income and Dividend Income.

Schedule B

SCHB99_SEC

Click the Sch Blink on the Other Taxable Income page.

Enter or view detail information about 1040 interest and dividend income. Entries here write to Interest Income and Dividend Income. Foreign Accounts/Trusts detail is also recorded here.

Schedule C

SCH_C_SEC

Click the Sch C link on the Other Taxable Income page.

Enter or view data about profit or loss from a business. Entries made here write to the Other Taxable Income - Business Income/Loss field.

Schedule D

SFA_SCH_D1_SEC05

Click the Sch D link on the Other Taxable Income page.

Enter or view information about short-term capital gains and losses, long-term capital gains and losses, and summary and tax computation. Entries made here write to the Other Taxable Income - Capital Gains/Loss field.

Schedule E

SCH_E_SEC

Click the Sch E link on the Other Taxable Income page.

Enter or view supplemental income and loss. Entries made here write to the Other Taxable Income - Rental Income, Trusts page.

Schedule F

SCH_F_P1_SEC

Click the Sch F link on the Other Taxable Income page.

Enter or view farm income cash or accrual method or expense information. Selecting cash or accrual affects additional fields that the system activates. Accrual activates accrual and expense fields. Cash activates accrual fields only. Entries made here write to the Other Taxable Income - Farm Income/Losses page.

Income Adjustments

SFA_INCOME_ADJ_09

Click the Income Adjustments link on the Tax Form Data page.

Record 1040 or 1040A adjustments to income. The tax form recorded as filed determines which fields activate. Values entered here write to Tax Form Data/Income Adjustments and may affect Federal and Institutional specific verification pages.

Tax, Credits and Payments

SFA_TAXCREDIT_10, SFA_TAXCREDIT_A10, SFA_TAXCREDIT_EZ08

Click the Tax, Credits, and Payments link on the Tax Form Data page.

Enter or view tax and credit data. The filed tax form determines which fields are active. With the exception of Earned Income Credit and Additional Child Tax Credit, credits entered are subtracted from the tax amount. The net calculated amount writes to Tax Form Data - US Income Tax Paid field.

Schedule A Itemize Deductions

SCHA_1_14_SEC_09

Click the Sch A link on the Tax and Credits page from the Tax Form Data page.

Enter or view allowable itemized deductions. Values entered here affect the total written to the taxable income on the Tax and Credits page.

W-2 Form

VERIF03_FORM3

Financial Aid, Verification, Manage 20nn-20nn Verification, W-2 Form

Enter or view information reported on a person's W-2 form.

Verification W2 - Box 12

VERIF03_W2_BOX12

Click the Box 12 link on the W-2 Form page.

Enter or view information from Box 12 on the W-2 form.

Fed Untax Income

SFA_FED_UNTAX_INC

Financial Aid, Verification, Manage 20nn-20nn Verification, Fed Untax Income

Enter or view federal untaxed income data. Displays only field values that originate from Total Other Income or Income Adjustment pages. The family member row determines which fields are active.

Fed Add Fin Info

SFA_FED_ADD_FIN_IN

Financial Aid, Verification, Manage 20nn-20nn Verification, Fed Add Fin Info

Enter or view federal additional financial information. Display only field values originate from U.S. Income Tax Paid page.

Inst Untax Income

SFA_INST_UNTAX_INC

Financial Aid, Verification, Manage 20nn-20nn Verification, Inst Untax Income

Enter or view Institutional untaxed income data. Display only field values originate from Untaxed Income or Income Adjustment pages. The family member row determines which fields are active.

Inst Other Taxable

SFA_INST_OTHER_TAX

Financial Aid, Verification, Manage 20nn-20nn Verification, Inst Other Taxable

Enter or view institutional other taxable income. Display only field values originate from Total Other Income page. The family member row determines which fields are active.

Tax Data Consolidation

VERIF_TAX_CONSL_03

Financial Aid, Verification, Manage 20nn-20nn Verification, Tax Data Consolidation

Combine the income and resources of all family members of the individual being verified.

Consolidated Tax Data

VERIF04_CONSL_SEC

Click the Consolidated Tax Data link on the Tax Data Consolidation page.

View or edit consolidated tax and resource information.

Get Fed Data (get federal data)

Click this button to populate fields with the most recent Institutional Student Information Record (ISIR) record data. When federal data is retrieved, the Inst Untax Income page and Inst Other Taxable page are hidden.

Get Inst Data (get institutional data)

Click this button to populate fields with institutional record data. The system prompts you to enter an application source code. When institutional data is retrieved, the Fed Untax Income page and Fed Add Fin Info page are hidden.

Sequence

Sequence number for the row of information to be verified. A separate row of verification data is maintained for each person verified.

Number in Family

Enter the number in the student's family.

Override Family Members

Select to override the number of family members used to calculate the expected family contribution (EFC).

Number in College

Enter the number of the student's family members in college.

Override Number in College

Select to override the number of family members in college used to calculate the EFC.

Member Nbr (member number)

Displays the household member counter. The system increases this field by one for each row inserted at the household member level.

Relationship

Select the relationship to the student of the person selected in Sequence. For example, the sequence for an independent student might be, self, spouse, son. Data verification for the parent of a dependent student might be self (father), spouse, son (student applicant), daughter. You would not complete the family grid or enter number in family or college values for a dependent student row.

All dependent students must be listed as a relation with only one father, mother, or other/step category to be counted in the parent household. Recording the student in more than one of these categories results in overcounting.

Members listed for student and spouse household categories are compared to household size and the value for number in college for the student. Members listed for father, mother, and other/step are compared to household size and the value for the number in college for parent (dependent students are always included in the parent household in an aid application).

School Code

Enter a valid school code, if applicable. Entering a valid school code enables the system to calculate a value for the Number In College field. If the school code remains blank, the system does not calculate the number in college. A TIV Information link becomes available when you enter a valid college code. It displays demographic information for the school.

TIV Information

This link only appears when a valid School Code is selected. Click the link to open the TIV School Information page.

Sequence

Displays the sequence number for the row of information to be verified. A separate row of verification data is maintained for each person verified. The selected button indicates the person whose information is being verified.

Tax Return Filed

Select from these values:

Filed/Comp: A completed return is filed.

Not Filed: A return is not filed.

Will File: A return is not yet filed but will be filed.

None: No information is available about the return.

Tax Form

Select the type of tax form filed by the person whose information is being verified. The value that you select determines which fields are activated on the Tax Form Data, Other Taxable Income, Income Adjustments and Tax, Credits and Payments pages. Select from: 1040, 1040A, 1040EZ, Canadian, Foreign, Puerto Rico, and Territory.

Eligible For 1040A or 1040EZ (eligible to file 1040A or 1040EZ)

Select whether the filer is eligible to file the tax form 1040A or 1040EZ.

Marital Status

Select the marital status of the person whose documents are being verified.

Filing Status

Select the tax filing status of the person whose information is being verified. The value that you select determines which fields the system activates in the Wages page. Select from the following values: Head HH (head of household), Joint, Separate, Single, and Widower.

Dependents

Select Yes if the person whose information is being verified has dependents and select No if not.

Number of exemptions

Enter the number of exemptions for the person whose information is being verified.

Wages

Enter the amount of wages for the person whose information is being verified.

Total Other Income

Enter any taxable income besides wages reported by the person whose information is being verified.

Income Adjustments

Enter any allowable adjustments to income as reported by the person whose information is being verified.

Adjusted Gross Income

Enter the total of wages and other income less income adjustments for the person whose information is being verified.

U.S. Income Tax Paid

Enter the total of U.S. income tax paid by the person whose information is being verified.

Untaxed Income

Enter the amount of untaxed income for the person whose information is being verified.

Special Circumstances

Select this check box to update the Special Circumstance check box on the Miscellaneous Data page in the Maintain Institutional Application component. Use this check box when an institutional applicant has attached a note or letter to the documentation submitted describing special circumstances to be considered.

Wage Income Student

Displays the student's wage income or the father's wage income.

Wage Income Spouse

Displays the spouse's wage income or the mother's wage income.

Wages

Displays the total wages from the wage income entries. The system uses this amount to populate the Wages field on the Tax Form Data page.

Sequence

Displays the sequence number for the row of information to be verified. A separate row of verification data is maintained for each person verified. Ensure that you entering and viewing data for the correct row.

Box 12

Click this link to enter or view information from Box 12 on the W-2 form.

IRA/SEP/KEOGH Deduction (Individual Retirement Account/Self Employment Plan/Keogh Deduction)

Displays the combined amounts for IRA, SEP and KEOGH deductions. This amount writes from the Income Adjustments page.

Tax Exempt Interest Income

Displays interest income that is tax exempt. This amount writes from the Other Taxable Income page.

Untaxed IRA (Untaxed Individual Retirement Account)

Displays the amount of funds disbursed from an IRA that is nontaxable. This amount writes from the Other Taxable Income page and is the difference between Total IRA payments and Taxable IRA payments.

Untaxed Pension

Displays the amount of pension earnings that are untaxed. This amount writes from the Other Taxable Income page and is the difference between Total Pension and Taxed Pension.

Total Other Untaxed Income

Displays the total of the amounts in the untaxed income fields on this page.

Education credit

Displays the Education Credit. This amount writes from the Tax, Credits, and Payments page.

Add. Financial Total (Additional Financial Total)

Displays the total for all additional financial information fields on this page.

IRA/SEP/KEOGH Deduction (Individual Retirement Account/Self Employment Plan/Keogh Deduction)

Displays the combined amounts for IRA, SEP and KEOGH deductions. This amount writes from the Income Adjustments page.

Tax Exempt Interest Income

Displays interest income that is tax exempt. This amount writes from the Other Taxable Income page.

Additional Child Tax Credit

Displays additional child tax credit. This amount writes from Tax, Credits and Payments page.

Untaxed SS Benefits (Untaxed Social Security Benefits)

Displays untaxed social security benefits. This amount writes from the Other Taxable Income page and is the difference between Social Security benefits and Taxed Social Security Benefits.

Earned Income Credit

Displays earned income credit. This amount writes from Tax, Credits and Payments page.

Total Other Untaxed Income

Displays the total for the following fields: IRA/SEP/KEOGH Deduction, Tax Exempt Interest Income, Additional Child Tax Credit, Military Allowance, VA Work-Study, Tax-deferred Pension/Savings, Veterans Non-Ed Benefits, Workers Compensation, Other Unreported Income, Other Untaxed Income.

IRA/SEP/KEOGH Deduction (Individual Retirement Account/Self Employment Plan/Keogh Deduction)

Displays the combined amounts for IRA, SEP and KEOGH deductions. This amount writes from the Income Adjustments page.

Tax Exempt Interest Income

Displays interest income that is tax exempt. This amount writes from the Other Taxable Income page.

Additional Child Tax Credit

Displays additional child tax credit. This amount writes from Tax, Credits and Payments page.

Untaxed SS Benefits (Untaxed Social Security Benefits)

Displays untaxed social security benefits. This amount writes from the Other Taxable Income page and is the difference between Social Security benefits and Taxed Social Security Benefits.

Earned Income Credit

Displays earned income credit. This amount writes from Tax, Credits and Payments page.

Untaxed IRA (Untaxed Individual Retirement Account)

Displays the amount of funds disbursed from an IRA that is nontaxable. This amount writes from the Other Taxable Income page and is the difference between Total IRA payments and Taxable IRA payments.

Untaxed Pension

Displays the amount of pension earnings that are untaxed. This amount writes from the Other taxable Income page and is the difference between Total Pension and Taxed Pension.

Tuition and fees deduction

Displays the amount of tuition and fees deduction. This amount writes from the Income Adjustments page.

Total Other Untaxed Income

Displays the total for the following fields: Veterans Non-Ed Benefits, Workers Compensation, Black Lung/Refugee, Untaxed Railroad Retirement, and Other Untaxed Income.

Taxed Financial Aid

Displays total for Grant/Scholarship Aid and Taxed Work-Study/Fellow/Assist fields. Combat Pay is not included in this total.

Taxable Refund

Displays taxable refunds. This amount writes from the Other Taxable Income page.

Alimony Income

Displays alimony income. This amount writes from the Other Taxable Income page.

Capital Gains/Loss

Displays capital gains/loss. This amount writes from the Other Taxable Income page.

Other Gains/Losses

Displays other gains/losses. This amount writes from the Other Taxable Income page.

Taxable IRA/Keogh

Displays other taxable IRA/Keogh. This amount writes from the Other Taxable Income page.

Taxed Pension

Displays taxed pension. This amount writes from the Other Taxable Income page.

Unemployment Benefits

Displays unemployment benefits. This amount writes from the Other Taxable Income page.

Taxed Social Security Benefits

Displays taxed social security. This amount writes from the Other Taxable Income page.

Other Taxed Income

Displays other taxed income. This amount writes from the Other Taxable Income page.

Combat Pay

Enter or view the combat pay amount.

Total Other Income

Displays total for other taxable fields on this page. Combat Pay is not included in this total.

Number of Family Members

Number of members in the family for the student or parents of a dependent student.

Number in College

Number of family members in college for the student or parents of a dependent student.

Number of Exemptions

Number of exemptions claimed by either the student or the parent.

Dependents

Indicates if person being verified has dependents. Valid for student for parent. Values are: Yes – dependents, No – No dependents.

Wage Income – Student

Wage earnings for student.

Wage Income – Spouse

Wage earnings for student's spouse.

Dividend and Interest Income

Dividend and interest income for the student from Other Taxable Income pages. This view is not valid for the parents.

Itemized Deductions

Amount of allowable deductions for tax filers from Tax, Credits, and Payments page for the student or parent.

AGI (adjusted gross income)

Adjusted gross income for the parent or student.

Taxes Paid

Taxes paid by the student or parent.

Untaxed Social Security

Amount of untaxed social security income calculated for the student or the parent.

Education Credit

Amount of allowable Hope and Lifetime Learning education credits for student or parent.

Non-Ed Vet Benefit

Amount of Non Educational Veteran Benefits for student or parent.

Other Unreported Income

Amount of untaxed unreported income for student or parent.

Untaxed IRA

Amount of untaxed IRA calculated for the student or parent.

Untaxed Pension

Amount of untaxed Pension calculated for the student or parent.

Co-Op Earnings

Amount of Co-op Earnings for student or parent.

Marital Status

Displays the marital status of either the student or parent. Values are:

Div/Sep (divorced or separated)

Married

Single

Widowed

Tax Return Filed?

Tax return information of either the student or the parent. Values are:

Filed/Comp: Return filed, completed.

Not Filed: Tax return is not filed.

Will File: Tax form will be filed.

Tax Form Filed

Tax form type that was filed by the student or parent. Values are:

1040: Filer used the IRS tax form 1040.

1040A: Filer used the IRS tax form 1040A.

1040EZ: Filer used the IRS tax form 1040EZ.

Canadian

Foreign Tx

Puerto Rico

Territory

Eligible for 1040A or 1040EZ

Indicate whether the filer is eligible to file either the 1040A or 1040EZ tax form.

Welfare/TANF (Temporary Assistance for Needy Families)

Amount of public assistance paid to the student or parent.

Child Support Received

Amount of child support received by either the student or the parent.

IRA/KEOGH Deduction (IRA/Keogh deduction payments)

Amount of IRA/KEOGH payments for the student or parent.

Tax Deferred Pension/Savings

Amount of pre-tax pension or savings deferred for the student or the parent.

Military/Clergy Allowance

Amount of military/clergy living allowance received for the student or parent.

Tax Exempt Interest Income

Amount of untaxed interest paid to either the student or the parent.

Other Untaxed Income

Amount of other untaxed income earned by either the student or the parent.

Child Support Paid

Amount of child support paid either to the student or to the parent.

Earned Income Credit

Amount of earned income credit claimed by either the student or the parent.

Grant/Scholarship

Amount of grant and scholarship aid reported by the student or parent.

Tax Work-Study/Fellow/Assist

Amount of taxable work-study, fellowship and assistantship reported by the student or parent.

Taxed Financial Aid

Amount of combined grant, scholarship, work-study, fellowship, and assistantship reported by the student or parent.

Combat Pay

Amount of Combat Pay for student or parent.

Wages, Salaries, & Tips

Total of wages, salaries, and tips for parent.

Wage Income – Father

Wage earnings for student's father.

Wage Income – Mother

Wage earnings for student's mother.

Dividend Income

Dividend income for the parent from Other Taxable Income pages.

Interest Income

Interest income for the parent from Other Taxable Income pages.

Bus/Farm/Rent Income (Business/Farm/Rental Income)

Business, farm or rental income for the parent.

Other Taxable Income

Other taxable income for the parent.

Income Adjustments

Income adjustments for the parent.

Foreign Income Exclusions

Amount of a foreign income exemption claimed by either the student or the parent.

Additional Child Tax Credit

Amount of a additional child tax credit for the parents.

IM Other Untaxed Income

Amount of IM Other Untaxed Income for the parents.

Untaxed Social Security

Amount of Social Security wages above the taxable limit for either the student or the parent.

Tax Deferred Med/Dep Care Pmts (tax deferred medical/dependent care payments)

Amount of medical or dependent care tax deferred payments deferred for the parents.

Military Allowance (tax deferred medical/dependent care payments)

Amount of Military Allowance for the parents.

Living Allowance (tax deferred medical/dependent care payments)

Amount of Living Allowance for the parents.

Tuition and fees deduction

Amount of tuition and fees deduction claimed by the parents.

Family Support Income (tax deferred medical/dependent care payments)

Amount of Family Support Income for the parents.

Wages, Salaries, & Tips

Total of wages, salaries, and tips for parent.

Dividend Income

Dividend income for the parent.

Interest Income

Interest income for the parent.

Auto Verification

VERIF_COMP_DTL

Financial Aid, Verification, Perform Auto Verification, Auto Verification

Perform comparison of source and target data. Compare income documents to financial aid applications or compare ISIR to Institutional data. View comparison results to determine whether to update the target table with source information.

Student's Verification Tolerance

VERIF_STU_TOLS_SEC

Click the Student Tolerance Setup link on the Auto Verification page.

View or edit tolerance levels.

Edit Verification Status

VERIF_RES_STAT_SEC

Click the Edit Status button on the Auto Verification page.

View or change verification codes or statuses.

Verification Compare Results

VERIF_TEST_DTL_SEC

Click the Field Comparison Detail link on the Auto Verification page.

View a summary of fields that were compared and for which the system indicated a variance.

Verification Type

Select from:

Federal: Applies federal tolerance levels to this verification.

Institutional: Applies institutional tolerance levels to this verification.

Source

This is a translate field and should not be adjusted. Values are:

Inst App: Data from the Institutional Application tables.

ISIR: Data from the ISIR Data Corrections tables.

Tax/Verif: Selected data from the Application Data Verification pages created from the Consolidate routine.

Target

This is a translate field. Translate values should not be adjusted. Values include:

Inst App: Data from the Maintain Institutional Application tables.

ISIR: Data from the ISIR Data Corrections tables.

Application Type

Values are:

Inst App: Institutional application

NA: Need Access (for 2010 and prior aid years only)

Profile: PROFILE application

FT - CSL: Full-time Canadian student loan

PT - CSL: Part-time Canadian student loan

Pass/Fail Option

Set the parameter for your pass or fail flag value to evaluate based on either the federal total tolerance or for any one field out of a selected tolerated amount. Values are:

Federal: Select to evaluate pass or fail eligibility based on Total Tolerance Federal or Total Tolerance Institutional amount set in Verification Tolerance Setup.

Refer to the "Understanding Federal Variance Calculation" section earlier in this chapter.

See Understanding Federal Variance Calculation.

Field: Used with institutional or federal selection. Select to evaluate pass or fail eligibility based on institutional or federal field level tolerances set in the Verification Tolerance setup. Total tolerances for institutional levels are capped, while federal levels are not capped.

Mark Assumptions as Verified

Use this option only when the Source value is Tax/Verif and the Target value is ISIR. Select to tag fields originally identified as Assumption fields with a field status of Verified. Assumed ISIR data fields that result from the federal methodology calculation are maintained on secondary pages of the ISIR Data Corrections pages.

Set to Send ISIR Correction

Select this check box to set the Correction Status to Send on ISIR corrections when the Apply Changes button is selected.

Use Student Level Override

Select this check box to apply verification tolerance levels for this student. This selection overrides the tolerance levels set up at the global level. Select when you want to activate changes made in the Student Tolerance setup.

Verification Sequence

Displays the verification sequence number, which tracks multiple background processes. Row insertion is suggested for sequencing online iterations. Use it to track the results and accompanying verification setup performed for this student.

Perform Compare

Click this button to compare your target and source data and to activate the Field Comparison Detail link when variances are found.

Apply Changes

Click this button to move marked fields to the target tables when fields that you mark as Apply in Field Comparison Detail (see View Field Comparison Detail) are acceptable.

Student Tolerance Setup

Click this link to open a page to view or edit tolerance values at the student level.

Apply

Select this check box to use the source data to update your target tables. If you do not select the Apply check box, the field value remains the same as that in your target.

Source

This data comes from the source table, tax/verification, ISIR, or institutional application.

Target

This data comes from the target table, ISIR, or institutional application.

Difference

Displays the difference between the source and target information.

Tolerance

Displays the tolerance level established during tolerance setup. For example, a tolerance value of 100 for Parent's AGI means that a difference greater than 100 should not occur between the source and the target.

Batch Consolidation

RUNCTL_FA_CONSL

Financial Aid, Verification, Perform Batch Consolidation, Batch Consolidation

Set consolidation parameters for batch consolidation and run the process.

Batch Consolidation Detail

VERIF_CONSUL_SMRY

Financial Aid, Verification, View Batch Consolidation, Batch Consolidation Detail

View batch consolidation results at the student level from the Application Data Verification - Tax Consolidation Consolidated Tax Data page.

Consolidated Tax Data

VERIF04_CONSL_SEC2

Click the Consolidated Tax Data link on the Batch Consolidation Detail inquiry page.

View consolidated tax information for a student or parent.

Batch Verification

RUNCTL_FAPCMPR1_01

Financial Aid, Verification, Perform Batch Verification, Batch Verification

Set parameters to verify batches and to run the process.

Batch Verification Results

RUNCTL_VERIF_SEC

Click the Results link on the Batch Verification Results page.

View summary verification information.

Batch Verification Summary

VERIF_COMP_SMRY

Financial Aid, Verification, View Verification Summary, Batch Verification Summary

View summary verification information.

Batch Verification Detail

STDNT_VERIF_DTL1

Financial Aid, Verification, View Verification Detail, Batch Verification Detail

View detail verification information from the Field Comparison Detail button on the Auto Verification page.

Verification Type

Select from these values:

Federal: Select to apply federal tolerance levels to this verification.

Refer to the "Understanding Federal Variance Calculation" section earlier in this chapter.

See Understanding Federal Variance Calculation.

Institutional: Select to apply institutional tolerance levels to this verification.

Pass/Fail Option

Set the parameter for your pass or fail flag value to evaluate based on either the federal total tolerance or for any one field out of a selected tolerated amount. Values are:

Federal: Select to evaluate pass or fail eligibility based on Total Tolerance Federal or Total Tolerance Institutional amount set in Verification Tolerance Setup.

Refer to the "Understanding Federal Variance Calculation" section earlier in this chapter.

See Understanding Federal Variance Calculation.

Field: Used with institutional or federal selection. Select to evaluate pass or fail eligibility based on institutional or federal field level tolerances set in the Verification Tolerance setup. Total tolerances for institutional levels are capped, while federal levels are not.

Source

Verification is the process of comparing source data to a target set of data. This is a translate field, and translate values should not be adjusted. Select from these values:

Inst App: Data from the Maintain Institutional Application tables

ISIR: Data from the ISIR Data Corrections tables

Tax/Verif: Selected data from the Application Data Verification pages created from the Consolidate routine

Target

This is a translate field, and translate values should not be adjusted. Select from these values:

Inst App: Data from the Maintain Institutional Application tables

ISIR: Data from the ISIR Data Corrections tables

Application Type

Values are valid with a source or target of Inst App only and include the following:

Inst App: Institutional application

NA: Need access (for 2010 and prior aid years only.)

PROFILE: PROFILE application

FT – CSL: Full-time Canadian student loan

PT – CSL: Part-time Canadian student loan

Student Selection

Select from the following values:

Both: Processes records with a verification status of either pending or required.

Pending: Processes records with a verification status of pending only.

Required: Processes records with a verification status of required only.

Auto Update Target Table

Automatically updates the target table with verified data identified with a variance.

Mark Assumptions as Verified

Use this check box only when the Source value is Tax/Verif and the Target value is ISIR. Select to tag fields originally identified as Assumption fields with a field status of Verified. Assumed ISIR data fields that result from the federal methodology calculation are maintained on secondary pages of the ISIR Data Corrections pages.

Set to Send ISIR Correction

Select to set the Correction Status to Send on ISIR Corrections when the Auto Update Target Table is used.

Set Verification Complete

Select to automatically set the Verification Status to Complete. This field is enabled only when the Auto Update Target table is activated.

1

Students Number in College

N

122

7

2

Parents Number in College

N

89

57

3

Students Family Size

N

121

6

4

Parents Family Size

N

88

56

5

Students Number of Exemptions

N

38

11

6

Parents Number of Exemptions

N

101

96

7

Students Marital Status

C

16

140

8

Parents Marital Status

C

74

59

9

Students Tax Form Used

C

34

158

10

Parents Tax Form Used

C

96

160

11

Does Student Have Legal Dep

C

67

5

12

Students AGI

N

36

12

13

Parents AGI

N

99

97

14

Students Federal Taxes Paid

N

37

13

15

Parents Federal Taxes Paid

N

100

104

16

Students Wage Income

N

39

15

17

Fathers Wage Income

N

102

106

18

Students Spouse Wage Income

N

40

16

19

Mothers Wage Income

N

103

107

27

Student Eligible for 1040A-EZ

C

35

0

28

Parent Eligible for 1040A-EZ

C

97

0

29

Tax Return Filed by Student?

C

33

161

30

Tax Return Filed by Parent?

C

95

166

41

Students Untax SS benefits

N

0

18

42

Parents Untax SS benefits

N

0

108

43

Students Welfare/TANF

N

0

19

44

Parents Welfare/TANF

N

0

109

45

Students Child Supp Received

N

53

20

46

Parents Child Supp Received

N

114

110

47

Students Other Untaxed Income

N

59

21

48

Parents Other Untaxed income

N

120

113

49

Students EIC

N

0

22

50

Parents EIC

N

0

116

51

Parents Adjustment to Income

N

0

103

52

Students Interest/dividends

N

0

17

53

Parents Interest Income

N

0

99

54

Parents Dividend Income

N

0

100

55

Parents Business/farm Income

N

0

101

56

Student Child Support Paid

N

47

40

57

Parent Child Support Paid

N

108

61

58

Parent IRA/KEOGH/SEP Deduct

N

113

111

59

Parents Pretax Pension/savings

N

112

117

60

Parents Pretax Med/dep Care

N

0

65

61

Parent Military/Clergy Allow

N

118

114

62

Parent Exempt Interest Income

N

115

118

63

Parents Foreign Inc Exclusion

N

0

112

64

Students Itemized Deduction

N

0

14

65

Parents Itemized Deduction

N

0

105

66

Parents Other Taxable Income

N

0

102

67

Parents Wages, Salaries, Tips

N

0

98

68

Parents Tuition Fees Deduction

N

0

149

69

Student Education Credit

N

46

131

70

Parent Education Credit

N

107

132

71

Student IRA/KEOGH/SEP Deduct

N

52

0

72

Student Exempt Interest Income

N

54

0

73

Student Non-Edu Vet Benefit

N

58

0

74

Parent Non-Edu Vet Benefit

N

119

0

75

Student Other Unreport Income

N

60

0

77

Student Pretax Savings

N

51

0

78

Student Untax IRA

N

55

0

79

Parent Untax IRA

N

116

0

80

Student Untax Pension

N

56

0

81

Parent Untax Pension

N

117

0

82

Student Military/Clergy Allow

N

57

0

83

Student Combat Pay

N

50

182

84

Parent Combat Pay

N

111

189

85

Student Taxable Work-Study

N

48

0

86

Parent Taxable Work-Study

N

109

0

87

Student Grant/Scholarship

N

49

0

88

Parent Grant/Scholarship

N

110

0

89

Student Taxed Financial Aid

N

0

23

90

Student Co-Op Earnings

N

49

0

91

Parent Co-Op Earnings

N

111

0

92

Parent Addl Child Tax Credit

N

0

203

93

Parent Living Allowance

N

0

114

94

Parent IM Other Untax Income

N

0

205

95

Parent Family Support Income

N

0

206

96

Parent Military Allowance

N

0

204

NSLDS Request

SFA_RUN_NSLDS_OUT

Financial Aid, File Management, NSLDS, Process NSLDS Request, NSLDS Request

Either generate a TSM or FAH Inform request file or a file with combined TSM and FAH requests.

FA Inbound

RUNCTL_FAT_INBOUND

Financial Aid, File Management, Import Federal Data Files, FA Inbound

Load the NSLDS Alert and FA History files into the NSLDS staging tables.

NSLDS Transfer Alert File Load

RUNCTL_FAPTALRT

Financial Aid, File Management, NSLDS, Process NSLDS Files, NSLDS Transfer Alert File Load

Run the Load NSLDS Transfer Alert File (FAPTALRT) process to load both Alert and Financial Aid History files from the staging table.

NSLDS Suspense Management

NSLDS_SUSP_CNTRL

Financial Aid, File Management, NSLDS, Manage NSLDS Records, NSLDS Suspense Management

View NSLDS records that have been loaded into the staging tables by the FA Inbound process. Review NSLDS records that have an error load status.

NSLDS FAT Load Error Report

RUNCTL_FA921

Financial Aid, File Management, NSLDS, NSLDS FAT Load Error Report

Run a query and create a Crystal report listing all NSLDS records that did not load correctly into the staging tables and were assigned an error load status.

NSLDS Alert File Report

RUNCTL_FA924

Financial Aid, File Management, NSLDS, NSLDS Alert File Report

Generate a printed copy of students reported on the NSLDS Alert file as having changed data. Review before disbursing federal aid.

NSLDS Change Review

NSLDS_CHANGE_RVW

Financial Aid, File Management, NSLDS, Review NSLDS Flagged Students, NSLDS Change Review

Review all NSLDS Alert file records that have been loaded into the NSLDS Inquiry application tables. After student NSLDS information has been reviewed, use this page to indicate that you have reviewed and resolved any student aid eligibility discrepancies.

NSLDS Information

NSLDS_GEN_AGGR

Financial Aid, Awards, View NSLDS Loan Data, NSLDS Information

View error codes, change flags, MPN flags, and alert file flags.

NSLDS Overpayment Information

NSLDS_CONTCT_SEC

Click the Overpayment Information link on the NSLDS Information page.

View loan overpayment and contact information for Pell, Perkins, SEOG, ACG, and NSG.

NSLDS Detail

NSLDS_ERR_CD_SEC

Click the Detail link on the NSLDS Information page.

View NSLDS error codes, change flags, master promissory note flags, and alert file flags for the effective-dated row.

NSLDS Loan Detail

NSLDS_LOAN_DTL

Financial Aid, Awards, View NSLDS Loan Data, NSLDS Loan Detail

Review detailed information for every federal loan that the student has received.

NSLDS Pell

NSLDS_PELL

Financial Aid, Awards, View NSLDS Loan Data, NSLDS Pell

Review a summary of a student's last three Pell awards.

NSLDS ACG

NSLDS_ACG

Financial Aid, Awards, View NSLDS Loan Data, NSLDS ACG

View details for Academic Competitiveness Grants.

NSLDS NSG

NSLDS_NSG

Financial Aid, Awards, View NSLDS Loan Data, NSLDS NSG

View details for National SMART Grants.

NSLDS TEACH

NSLDS_TEACH

Financial Aid, Awards, View NSLDS Loan Data, NSLDS TEACH

View details for TEACH Grants.

NSLDS Additional Information

NSLDS_ADDL_INFO

Financial Aid, Awards, View NSLDS Loan Data, NSLDS Additional Information

Review overpayment information or name history.

NSLDS Activity

NSLDS_ERR_CD_SEC

Financial Aid, Awards, View NSLDS Loan Data. Click the Detail link on any page in the component.

View NSLDS activity and change flags.

NSLDS Data Push

SFA_RUN_NSLDS_UPDT

Financial Aid, File Management, NSLDS, Update Aggregates with NSLDS, NSLDS Data Push

Run the Update Aggregates with NSLDS as an independent process to push NSLDS totals into the aggregate aid tables to be used by the Packaging process.

All Students

Select to request a Financial Aid History file for all students active in the given aid year.

Students in List

Select to view the List of IDs group box.

Use Query

Select Use Query to activate the Select Query button for accessing the standard Select Query lookup page. Oracle recommends that you enter the full or partial query name for a faster search of the database. Because the Batch Inform File requires certain fields in a particular order, only queries that return the required fields can be used here.

Use the delivered baseline query (SFA_NSLDSREQ_ALL) to create a population of students, making any changes to the query as required. Or you can define your own query using PeopleSoft Query Manager using SFA_NSLDSREQ_ALL as a model or template. The Enrollment Date and Monitor Begin Date values are entered on the run control page and is, therefore, the same for all students selected by the query.

Financial Aid History only

Select to request a financial aid history file.

Transfer Monitoring only

Select to request to add or remove students from Transfer Monitoring.

Both FAH and TM

Use to request a financial aid history file and/or transfer monitoring addition/deletion. If the Population Selection is Students, you can set the request type for each student in the list.

File Path

Enter the file path and directory name where the file should be written, for example C:\TEMP\. The batch files are sequentially named TRNINFInn from 01 through 99 for each submittal date (current date).

Enrollment Date

Enter the begin date for the period of enrollment. This date can be a future date, but not more than 18 months greater than the current date. Also, it cannot be more than 90 days less than the current date. The default value is all zeros if Request Type is Financial Aid History only.

Monitor Begin Date

Enter the date when monitoring should begin. This date can be a future date, but not greater than the enrollment date. If the enrollment date has already passed, the submittal date (current date) is the default.

ID

Select a student ID from the list. The Request Type list appears.

Request Type

The Request Type default value appears when the student ID is selected. If the Type is Both, you can subsequently set the Request Type on the grid. The remaining fields on the grid are available only if the Request Type is either TM only or Both.

Enrollment Date

Available when the request type is either Transfer Monitoring only or Both FAH and TM. Required when the Students in List is selected and the Request Type is not Financial Aid History only.

Monitor Begin Date

Available when the Request Type is either Transfer Monitoring only or Both FAH and TM. Required when the Students in List is selected and the request type is not Financial Aid History only.

Delete from TMA

Select to remove a particular student from monitoring.

Run Option

Select Single File to enter a single file location or File List to indicate a list of files in the Inbound File field.

Inbound File

Enter the name and location of the NSLDS Alert file that you want to load into the staging tables. Be sure that the server has read access rights to the location of the file.

ISIR TG Number

Assign the ISIR TG number for the ISIRs that are loaded. When processing a file list, the system assigns the same TG number to all ISIRs in the list.

Push NSLDS to Aggregates

Select to have the process push NSLDS aggregate data into the packaging aggregate tables. NSLDS programs defined on the Aggregate Area-NSLDS Cross-reference setup page are evaluated.

Note. If you choose not to push aggregate aid totals, an independent push routine is available. If you choose to push aggregate aid totals, you must define aggregate area translation for the NSLDS Data Push process, which is discussed later in this chapter.

Insert FA User Edit Message

Select to have the load process insert a user edit message for the student.

Aid Year

The valid aid year for the current Transfer Monitoring process.

Institution

Select the institution for which you want to enter a user edit message.

Edit Message Type

Select Error, Informtnal (informational), or Warning.

Edit Message Code

Select the edit message code to be entered for the student. The available codes are restricted based on the type of edit message that you specify.

Term

Select the term for which the user edit message is to become active.

Social Security #

Displays student's SSN maintained by the NSLDS and reported in the NSLDS Alert file.

Last Name

Displays student's last name maintained by the NSLDS and reported in the NSLDS Alert file.

First Name

Displays student's first name maintained by the NSLDS and reported in the NSLDS Alert file.

EmplID

Displays the unique student identification number assigned by the NSLDS Load program.

NSLDS Date of Birth

Displays student's birth date maintained by the NSLDS and reported in the NSLDS Alert file.

Inform Last Name

Displays last name reported by the institution in the inform file or online. This information is reported to the school in the NSLDS Alert file.

Inform First Name

Displays first name reported by the institution in the inform file or online. This information is reported to the school in the NSLDS Alert file.

Inform Date of Birth

Displays date of birth reported by the institution in the inform file or online. This information is reported to the school in the NSLDS Alert file.

Pell Change Flag

Indicates whether information changed in the alert file, N: No or Y: Yes.

Loan Change Flag

Indicates whether information changed in the alert file, N: No or Y: Yes.

Aggregate Change Flag

Indicates whether information changed in the alert file, N: No or Y: Yes.

ACG Change Flag (Academic Competitiveness Grant change flag)

Indicates whether ACG has changed.

NSG Change Flag (National SMART Grant change flag)

Indicates whether NSG has changed.

TEACH Change Flag

Indicates any change to TEACH grant information for one or more grants. Values are Y (yes) or N (no). For FAH records, the field is blank.

Load Status

The system displays one of these values:

Not Processed: The default setting after the alert file is loaded into the staging tables.

Processed: The NSLDS FAT Load process sets this value if the record is successfully loaded into the application tables.

Skip: The user manually sets this value to prevent the record from being processed.

Error: If the NSLDS FAT Load program cannot load the record into the application tables, an accompanying error message appears describing the error:

• EFFDT Conflict: The data attempting to load is older than the current NSLDS data in the application tables.

• Multiple Matches: Multiple IDs exist with the same last name, birthdate, and SSN (National ID).

• Student Not Found: No record was found with a matching last name, birthdate, and SSN (National ID).

Reviewed

Select to indicate that you reviewed the changes to the student's NSLDS information and completed any modifications to the student's current financial aid eligibility.

Queue Inst (queue instance)

Indicates when the record was loaded. The system generates a unique sequential queue instance number for each Transfer Alert file loaded. A greater value indicates a more recently loaded file.

ID

Unique student identification number.

Name

Student's name.

Pell Change

Indicates whether a change to the student's Pell Grant history has occurred. Values are Y: Yes or N: No.

ACG Change

Indicates whether a change to ACG has occurred.

NSG Change

Indicates whether a change to NSG has occurred.

TEACH Change

Indicates whether a change to TEACH grants has occurred.

Loan Change

Indicates whether a change to the student's loan history has occurred. Values are Y: Yes or N: No.

Aggregate Change

Indicates whether a change to he student's aggregate loan history has occurred. Values are Y: Yes or N: No.

Awards

Click this link to access the Award Summary and Award Term Summary pages, which remain the same.

Loans

Click this link to access the Origination Student Summary page, which remains the same.

NSLDS

Click this link to access the NSLDS Information page, which remains the same.

Overpayment Information

Click this link to access NSLDS overpayment details The link appears when federal overpayment information exists.

Eff Date (effective date)

Displays the effective date of the loaded aggregate information. Aggregate data is the loan history. There can be a date for an ISIR and multiple sequences. You can view loans that are in default, discharged loans, or active bankruptcies.

NSLDS Txn Nbr (NSLDS transaction number)

Displays the transaction number of the NSLDS data from the NSLDS. As the student's financial aid history is updated by the NSLDS, the transaction number moves upward one increment. If new NSLDS information is received by a school that has a lower transaction number than the current data, the new information does not load. The system assumes that the current information is more recent.

NSLDS Transaction Source

Displays the source of the loaded NSLDS information. Values are: ISIR, Alert (NSLDS Transfer Alert file), and FA History.

Process Date

Displays the process date for the transaction. If the data source is the ISIR, this date is the CPS process date of the ISIR. If the data source is the NSLDS FAT file, the date used is the NSLDS file process date.

Discharged

Indicates whether a student's defaulted loan has been discharged. The values for the field are Y (yes) or N (no).

Default

Displays whether the transaction is in default.

Actve Bankruptcy (active bankruptcy)

Displays whether the loan is part of an active bankruptcy proceeding.

Satisfactory Repayment (satisfactory repayment)

Indicates whether the loan has been repaid satisfactorily.

Fraud

Identifies a student having a fraud loan status on one or more loans or one or more fraud overpayment indicators.

TEACH Grant Loan Conv

Indicates whether a TEACH Grant has been converted to a loan on one or more grant records.

Principal Balance

Displays FFELP/FDLP aggregate loan information in Subsidized, UnSub (unsubsidized), Combined, and Consolidated categories.

Unallocated (for Principal Balance)

Displays the NSLDS unallocated consolidated outstanding principal balance.

Unallocated (for Total)

Displays the NSLDS unallocated consolidated total.

Pending Disbt (pending disbursement)

Displays undisbursed loan amounts for the Subsidized, UnSub (unsubsidized), Combined, and Consolidated categories.

Award Year

Displays the Award Year used in the student's undergraduate loan limits determination.

Dependency

Displays the Dependency status used in the student's undergraduate loan limits determination.

Principal Balance

Displays FFELP/FDLP aggregate loan information in Subsidized, UnSub (unsubsidized), Combined, and Consolidated categories.

Unallocated (for Principal Balance)

Displays the NSLDS unallocated consolidated outstanding principal balance.

Unallocated (for Total)

Displays the NSLDS unallocated consolidated total.

Pending Disbt (pending disbursement)

Displays undisbursed loan amounts for the Subsidized, UnSub (unsubsidized), Combined, and Consolidated categories.

Award Year

Displays the Award Year used in the student's graduate loan limits determination.

Dependency

Displays the Dependency status used in the student's graduate loan limits determination.

Principal Balance

Displays FFELP/FDLP aggregate loan information in Subsidized, UnSub (unsubsidized), Combined, and Consolidated categories.

Unallocated (for Principal Balance)

Displays the NSLDS unallocated consolidated outstanding principal balance.

Unallocated (for Total)

Displays the NSLDS unallocated consolidated total.

Pending Disbt (pending disbursement)

Displays undisbursed loan amounts for the Subsidized, UnSub (unsubsidized), Combined, and Consolidated categories.

Perkins Principal Balance

Displays Perkins loans outstanding principal balance.

PLUS Outstanding Balance

Displays the aggregate loan outstanding principal balance amount for all PLUS loans where the borrower is the PLUS holder.

Grad PLUS Outstanding Balance

Identifies a student having a fraud loan status on one or more loans or one or more fraud overpayment indicators.

Consolidation Outstanding Balance

Displays the outstanding principal balance for all FFELP consolidation loans.

TEACH Loan Principal Balance

Displays the outstanding principal balance for TEACH unsubsidized loan type (D8).

Perkins Current Year Loan Amount

Displays the total Perkins loan disbursements for the award year (July-June).

PLUS Total

Displays the aggregate loan total amount for all PLUS loans where the borrower is the PLUS holder.

Grad PLUS Total

Displays the total loan amount of graduate PLUS loans borrowed by the student.

Consolidation Total

Displays the total of all FFELP consolidation loans.

TEACH Loan Total

Displays the total of Aggregate TEACH unsubsidized loan outstanding principal balance.

Award ID

Displays the Award ID provided by COD. The Award ID identifies the TEACH loan (D8 Loan Type Code) that was converted from a grant.

Grade Level

Displays NSLDS grade level for the student in this loan year.

Perkins Cancellation Type

Indicates the cancellation status of the Perkins loan. Values are:

DT: Defense Teacher

PB: Perkins Bankruptcy

PD: Perkins Death

PE: Perkins Early Intervention

PI: Perkins Disability

PL: Perkins Law Enforcement

PM: Perkins Military Service

PN: Perkins Nurse/Medical Technician

PS: Perkins Subject Matter Area

PT: Perkins Teacher Service

PV: Perkins Volunteer

N/A: Not Applicable

Guarantee/Approved Amount

Displays approved amount for the loan.

Guarantee/Approved Date

Displays date of the loan approval.

Subsidized Aggregate Amount

Displays FFEL consolidation loan subsidized aggregate amount, the amount included in the subsidized aggregate calculation. The system populates this value only if the loan type is CL.

Unsubsidized Aggregate Amt

Displays FFEL consolidation loan unsubsidized aggregate amount, the amount included in the unsubsidized aggregate calculation. The system populates this value only if the loan type is CL.

Combo Aggregate Amount

Displays FFEL consolidation loan combined aggregate amount, the amount included in the combined aggregate calculation, which can include HEAL. The system populates this value only if the loan type is CL.

Unallocated Aggregate Amt

Displays FFEL consolidation loan unallocated aggregate amount, the amount that could not be determined to be subsidized, unsubsidized, or Perkins. The system populates this value only if the loan type is CL.

Lifetime Eligibility Used

Displays the Lifetime Eligibility Used for Pell grant recipients which is the sum of all Pell Eligibility Used for all award years beginning with the 2008-2009 Award Year

NSLDS EFC(NSLDS Pell expected family contribution)

Displays the EFC used when the particular Pell Award was paid.

NSLDS Pell Verf (NSLDS Pell verification)

Displays the Verification status of the EFC.

Pell Change Flag

Displays Y if there has been a change in the student's Pell eligibility.

Pell Payment Period Limit

Displays the payment period limit for Pell grants.

Post 9/11 Dependent

Displays Y if the student was a dependent of a post 9/11 deceased veteran.

Additional Elig Indicator (Additional Eligibility Indicator)

Displays Y if the student is eligible for two Pell grants in an award year.

First Time Pell Indicator

Displays Y if the Pell award is the student's first actual Pell disbursement.

Instructional Program Code

Indicates a student's major course of study; the CIP-designated (Classification of Instructional Programs designated) code for SMART grants.

NSG Change

Indicates change to this NSG record in the current transaction, either Y or N.

Award ID

Displays the Award ID provided by COD, which consists of:

• SSN (9 characters)

• Award Type (NSG = T)

• Award Year (2 characters)

• Pell School ID (6 characters)

• Award Sequence Number (3 characters)

Percent Elig School Award (percent eligible school award)

Indicates the Total Percent Eligibility Used by Academic Year Level field from the NSLDS batch file layout.

UGRD Disbursement Amt (undergraduate disbursement amount)

Displays the Aggregate Undergraduate/Post Baccalaureate TEACH grand disbursed amounts for the undergraduate academic levels.

GRAD Disbursement Amt (graduate disbursement amount)

Displays the Aggregate Undergraduate/Post Baccalaureate TEACH grand disbursed amounts for the graduate academic levels.

UGRD Percent Elig Used (undergraduate percent eligibility used)

Displays the TEACH grant awarded percent used by Undergraduate/Post Baccalaureate Academic Levels.

GRAD Percent Elig Used (graduate percent eligibility used)

Displays the TEACH grant awarded percent used by Graduate Academic Levels.

UGRD Remaining Amt (undergraduate remaining amount)

Displays the remaining eligible amount used by Undergraduate/Post Baccalaureate Academic Levels. Displays N/A if no applicable grant exists.

GRAD Remaining Amt (undergraduate remaining amount)

Displays the remaining eligible amount by Graduate Academic Levels. Displays N/A if no applicable grant exists.

Loan Conversion

Displays Y if TEACH Grant was converted to a loan and N if it has not been converted.

Loan Conversion Date

Displays the date the TEACH grant was converted to a loan. Displays N/A if grant was not converted.

NSLDS Overpayment Seq (NSLDS overpayment sequence)

Displays the sequential order (1, 2, 3) in which the ISIR loads.

Overpayment Type

Displays the type of aid, such as Pell, Perkins, or SEOG, that was overpaid.

Overpayment Indicator

Overpayment indicator refers to the overpayment. Values are:

N: No

Y: Yes

S: Satisfactory Arrangement.

NSLDS Contact

Displays the agency school, servicer, or lender to contact for this loan.

Aid Year

Select the aid year to be populated with the most current row of NSLDS data.

Run Option

Refresh NSLDS Data: Always overwrites the existing NSLDS Total present for the Aid Year defined above.

Update NSLDS Data: Updates NSLDS Total only if NSLDS data is more current than present data for the aid year defined above.

Preserve Override: Update does not take place if the NSLDS Total amount has been overridden at the student level.

Population Selection

All Students: Use this option to update all students with NSLDS data who are active for the given aid year.

One Student: Select this option to enter one student ID to update. Then enter a single student ID.

Students in a list: Select this option to enter a list of student IDs to update. Then enter multiple student IDs in the List of IDs group box, which only displays when this option is selected.

Historical Application Information

FA_APP_HIST_TRNSFR

Financial Aid, Financial Aid History, View Archived Application Data, Historical Application Information

Access Federal EFC Summary, Institutional Application, Application Data Verification, Institutional EFC Summary, and ISIR History components and pages.

Federal EFC Summary

ISIR_FM_SUMRY

Click the Federal EFC Summary link on the Historical Application Information page.

View archived EFC summary data.

Institutional Application

INST_STUDENT_A, INST_STUDENT_01, INST_STUDENT_02, INST_STUDENT_03

Click the Institutional Application link on the Historical Application Information page.

View data on the following pages in the Maintain Institutional Application component: Student Data, Parent Data, Miscellaneous Data, and Computation Data.

Application Data Verification

VERIFICATION_INC

Click the Application Verification link on the Historical Application Information page.

View data on the following pages in the Application Data Verification History component: Income Verification, Household Information, Worksheet A, Worksheet B, and Consolidated Tax Forms.

Institutional EFC Summary

INST_INAS_SMRY_06

Click the Institutional EFC Summary link on the Historical Application Information page.

View data for aid year.

RTIV Worksheet

STDNT_RTRN_TIV_WK1

Click the View RTIV Worksheet link on the Historical Application Information page. Then select the Return of Funds Worksheet page.

View the RTIV worksheet for the selected student and aid year.

Post Withdrawal Disb Tracking

TIV_PWD_TRACKING

Click the View RTIV PW Disbursement link on the Historical Application Information page.

View RTIV Post Withdrawal Disbursement information such as status (pending or complete) and disbursement dates.

Return of TIV Summary

RTRN_TIV_STU_TRACK

Click the View RTIV Return Summary link on the Historical Application Information page.

View RTIV summary information for students who have Complete or Pending status. The calculation period, amount due from school, and amount due from student is shown.

Source

FT CSL: full-time Canada student loan

Inst App: institutional application

NA: Need Access

PT CSL: part-time Canada student loan

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