Need Summary

Click to access the Need Summary page, where you can review the student's federal and institutional need calculations.

FM (federal methodology)

Click to access the INAS Fed Extension page, where you can override INAS Local Policy Options for federal data.

IM (institutional methodology)

Click to access the Institutional Need Calculation Extension 1 page, where you can override INAS Local Policy Options for institutional data.

INAS (institutional need analysis system)

Click to calculate an unofficial federal and institutional Expected Family Contribution (EFC) by using the College Board's Institutional Need Analysis System (INAS). A COBOL program is used to perform the INAS calculation.

Student Data

INST_STUDENT_nn

Financial Aid, Institutional Application Data, Maintain Application 20nn-20nn, Student Data

View or enter all the information about the student.

Parent Data

INST_PARENT_nn

Financial Aid, Institutional Application Data, Maintain Application 20nn-20nn, Parent Data

View or enter all the parent information.

Miscellaneous Data

INST_MISC_nn

Financial Aid, Institutional Application Data, Maintain Application 20nn-20nn, Miscellaneous Data

View or enter signature, family member, school selection, and institutional question (the College Board PROFILE Section Q) information. You can also view FNAR messages on this page.

Computation Data

INST_COMP_SUMM_nn

Financial Aid, Institutional Application Data, Maintain Application 20nn-20nn, Computation Data

View or enter computed parent and student income, allowance, and asset information using your institutional and federal methodology. The computed values appear here.

NID (National ID)

Indicates the student's National ID.

Note. PROFILE supports the loading of an International PROFILE Application Type, and PROFILE-related tables may reflect the National ID (NID) of a foreign student. During the PROFILE Data Load, the system tests if the student's NID meets the format rules defined for the specified country. If the NID meets the test, then a row is inserted into Person Data with the NID and NID Country. If the NID does not meet the test, then a row is inserted into Person Data with the NID Country and that country's default NID.

Birthdate

Indicates the student's date of birth.

Marital Status

Indicates the student's marital status.

US Citizenship Status

Displays the citizenship status for a US student.

Reported Country

Displays country if not United States of America.

Reported Status

Displays the reported citizenship status, which can be U.S CITIZEN, ELIG NON-CITIZEN, or blank

Bio/Demo Citizenship Status

Click this link to access the Campus Community Citizenship/Passport page to confirm the citizenship status of the student's Biographic/ Demographic data against the values in the Reported Country and Reported Status fields.

CSS ID

Displays the student's unique identifying number assigned by College Board to ensure both privacy and quick retrieval of records. When you call the College Board inquiry number with questions about specific records, it is helpful to know the student's College Board ID number.

Date Loaded

Displays the date the College Board application was loaded into the system.

Date Application Received

Displays the date the application was received by College Board.

Fee Waiver

Displays Yes or No.

AP Flag

Note. This field is not supported after aid year 2010–2011.

Displays a Y value from PROFILE only if student passed two or more AP classes with a test grade of 3 or higher. This field is blank if no information is available, the student does not give permission for information to be passed, or the student does not qualify for a Y value.

Foreign Address Indicator

Displays Y if the student has a foreign address. Displays N if the student does not have foreign address.

Application Type

Displays 1 if the application is a Domestic PROFILE and 4 of the application is an International PROFILE Note:

Note. The following Application Types are not loaded into the system: 2 = Noncustodial PROFILE and 3 = Registration only record

Minimum Data Set Indicator

Displays status identifying lowest income filers.

School Assigned Person ID

The student's reported ID assigned to the student by the student's college.

Legal Residence

Select the legal resident of the student. Values include US states, Canada (CN), or Mexico (MX).

Mailing State

Select the U.S. state in which the student is a resident.

Postal

Enter the postal code or zip code for the student's state of residence.

Natural Parent Status

Optional. Select from Married, Separated, Divorced, Never Married Living Separate, Never Married Living Together, or Widowed.

Most Support

Select from: Father or Mother.

Lives With

Select from: Blank, Father, Mother, or Neither.

Number in Family

Enter the total number of people in the student's household. The system displays 01 through 99 and blank for dependent students.

Number in College

Enter the total number of people in college from the student's household. The system displays 1 through 9 and blank for dependent students.

Year in School

Enter the academic year for which the student is seeking financial aid.

Financial Aid Status

Enter the student's status as it relates to receiving financial aid.

Marital Status

Select the marital status to be used for financial aid purposes. This marital status can differ from the Bio/Demo Data page marital status.

Email Address

Enter the student's email address.

Veteran

Select Yes, No or No Response to indicate whether the student is a veteran.

Orphan/Ward

Select Yes, No, or No Response to indicate whether the student is an orphan or ward of the state.

Dependents

Select Yes, No, or No Response to indicate whether the student has dependents.

Tax Filed Status

Select from blank, Completed, Non Filer, or Will File.

Tax Form Type

Optional. Select from 1040, 1040A, 1040EZ, Canadian, Puerto Rican, Other US, or Other Non—US.

Exemptions

Select the number of exemptions the student claimed on their tax U.S. Federal tax form.

Combat Pay

Displays an amount or is blank.

Dislocated Worker

Select Yes, No, or N/R (not reported).

Means Tested Benefits

Select Yes, No, or N/R (not reported).

Orphan/Foster/Ward after 13

Select Yes, No, or N/R (not reported).

Homeless

Select Yes, No, or N/R (not reported).

Cash, Savings, and Checking

Enter a value.

IRA/ Keogh

Enter a value.

Self Employed

Select Yes or No.

Student Lives on Farm

Select Yes, No, or N/R (no response).

Large Business Indicator

Select Yes, No, or N/R (Not Reported).

Investment

Enter the value and debt amounts.

Home

Enter the value and debt amounts.

Home Purchase Year

Enter year home was purchased.

Price

Enter the price of the home indicated in the Home Purchase Year field.

Other Real Estate

Enter the value and debt amounts.

Business/Farm

Enter the value and debt amounts.

Value of Trust Fund

Enter the value of the trust in USD.

Trust Established by

Select Other or Parents.

Trust Available

Select Yes, No, or N/R (no response) to indicate the availability of the trust.

Veterans Benefits

Enter the amount of veterans benefits received. The system displays 00 through 12 or blank.

Months

Enter the number of months the veterans benefits were received in the year.

VA Benefits Received Code

Enter the VA Benefits received by the student. Valid values are:

• 1 = GI Bill - Active Duty (Ch 30)

• 2 = Post-9/11 GI Bill (Ch 33)

• 3 = GI Bill - Selective reserve (Ch 30)

• 4 = REAP (Ch 1607)

• 5 = Voc Rehab and Employment (Ch 31)

• 6 = DEAP (Ch 35)

• 7 = Any other type of VA educational beneifts

Student's Earnings

Enter for both summer and school year.

Spouse's Earnings

Enter for both summer and school year.

Other Taxable Income

Enter for both summer and school year.

Untaxed Income

Enter for both summer and school year.

Grant/Scholarship

Enter a value.

Tuition Benefits

Enter a value.

Parent(s) Contribution

Enter a value.

Relative's Contributions

Enter a value.

Receive Tuition Benefits

Indicate whether or not the student receives tuition benefits from the parents' employers.

Agencies/Foundation Support

Indicate whether the student expects to receive from agencies or foundations to pay for educational expenses during any year of attendance.

Government Support

Indicate whether the student expects to receive from her government to pay for educational expenses during any year of attendance.

Legal Residence

Select the legal residence of the parent. Values include US states, Canada (CN), or Mexico (MX).

Country of Residence

Enter the code for the parents' country of residence

Number Family Members

Number of family members in the parent's household. The system displays 01 through 99 and blank for dependent students.

Number in College

Number of dependents in college that are part of the parent's household. This number does not include parents who may be in college. The system displays 1 through 9 and blank for dependent students.

Housing Status

Select Living with Others, Own Home, Provided by Employer, or Rent.

Marital Status

Select: Divorced, Married, Never Married, Remarried, Separated, Widowed or blank.

Date of Remarriage

Displays the date for which the parent remarried.

Means Tested Benefits

Select Yes, No, or N/R (Not Reported).

Utilities Expenses

Enter the amount the parents report as the annual utility expenses of the family.

Food Expenses

Enter the amount the parents report as the annual food expenses of the family.

Clothing Expenses

Enter the amount the parents report as the annual clothing expenses of the family.

Household Expenses

Enter the amount the parents report as the annual household expenses of the family.

Amount Owed to Others

Enter the amount the parents report as owed to others.

Annual Debt Payment

Enter the amount the parents report as their annual payments against their total debt.

Automobile Maintenance

Enter the amount the parents report as their annual automobile expenses.

Property Insurance

Enter the amount the parents report as the cost of their property insurance.

Vacation Cost

Enter the amount the parents report as spending on vacation costs.

Entertainment Cost

Enter the amount the parents report as spending on entertainment costs.

Number Employed in Home

Enter number of people the parents report as employed in the home.

Amount Paid to Home Employee

Enter the amount the parents report is paid to the employees who work in the home.

Other Expenses

Enter the cost of any parental expenses not reported anywhere else on the PROFILE.

Monthly Mortgage/Rent Payment

Enter the parents' monthly mortgage or rent payment.

Travel Payment Plan

Enter the amount of the parents' Travel Payment Plan.

Cash, Savings, and Checking

Enter a value.

Assets Held by Siblings

Enter a value.

Owed to Parent by Others

Enter the amount owed to parents by others

Value of Other Assets

Enter the value of any assets not already reported.

Father Retirement Assets

Can be blank or a number from 0000000 to 9999999.

Mother Retirement Assets

Can be blank or a number from 0000000 to 9999999.

Annual Debt Income

The annual income realized by the parents from debts owed to them.

Investment

Enter both the Value and Debt for this item and all the following items.

Home

Enter a value.

Home Purchase Year

Purchase year of the parent's home.

Price

Purchase price of the parents' home.

Self Employed

Select Yes, No, or N/R (no response).

Family Lives on Farm

Select Yes, No, or N/R (no response).

Number of Employees Indicator

Select Yes, No, or N/R (no response).

Business

Enter value and debt amounts for the business.

Farm

Enter value and debt amounts for the farm.

Other Real Estate

Enter value and debt amounts for other real estate.

Real Estate Purchase Year

Enter purchase year of any other real estate.

Price

Enter purchase price of any other real estate.

Number of Businesses

Enter a number 0 to 9 or leave blank.

Number of Farms

Enter a number 0 to 9 or leave blank.

Business Return Filed Fields 1 through 9

Enter the type of Business Tax return filed.

AGI

Adjusted gross income from the prior year's tax form.

Taxes Paid

Enter a value.

Itemized Deductions

Total of the prior year's itemized deductions.

Other Untaxed Income

Enter a value.

Tax Filed Status

Select from blank, Completed, Non Filer, or Will File.

Tax Form Type

Optional. Select from 1040, 1040A, 1040EZ, Canadian, Puerto Rican, Other US, or Other Non—US.

Number of Exemptions

Select the number of exemptions the parents claimed on their tax U.S. federal tax form.

Combat Pay

Displays an amount or is blank.

Social Security Benefit Family

Enter untaxed social security benefits.

Other Untaxed Income

Enter other untaxed income.

Receive TANF

Select Yes, No, or N/R (no response).

Receive SSI

Select Yes, No, or N/R (no response).

Parent Type 1 and Parent Type 2

Select the type of parent providing information on the PROFILE and assigned to the traditional father (1) or mother (2) position.

• 1 = Father

• 2 = Mother

• 3 = Stepfather

• 4 = Stepmother

• 5 = Legal guardian

• 8 = Other

DOB Parent 1 and DOB Parent 2

Indicates the reported parents' dates of birth. The information is reported as MM/DD/YYYY or the field may be blank.

Occupation Parent 1 and Occupation Parent 2

Indicates the occupation and can be blank.

Employer Parent 1 and Employer Parent 2

Indicates the employer and can be blank.

Attended College Code 1 and Attended College Code 2

Indicates if the parent attended college and if on a full-time or part-time basis.

College Type Code 1 and College Type Code 2

Indicates the type of college the parent attended.

Computed Age 1 and Computed Age 2

Indicates the calculated age for the parent.

Custodial Parent

Identifies a dependent student's custodial parent when the biological/adoptive parents are separated, divorced, or were never married. Values include: Father and Mother.

Dislocated Worker

Select Yes, No, or N/R (not reported).

Email Address

Displays the parents' preferred email address. This field can be blank or contain up to 35 characters.

Separation Year

Enter the year of the separation.

Divorce Year

Enter the year of the divorce.

Non-Custodial Parent's Contribution

Enter the financial contribution to the student by the non-custodial parent.

Currency Code

Enter the currency in which the original data was reported by the student.

Currency Rate

Enter the currency conversion rate used to process the student's data.

Country Coefficient

Enter the country coefficient used to process the student's data.

Converted Currency Code

Enter the original currency converted into US dollars reported by citizens living abroad and Canadians.

Converted Currency Rate

Enter the rate the student used in converting their currency into US dollars. Reported by citizens living abroad and Canadians.

Special Circumstances

Select this check box to indicate that the student/family has notified the institution of Special Circumstances that may affect the calculation of financial need. The College Board PROFILE also uses the information listed in Section Q to set this indicator flag to inform the institution that modified institutional questions exist for the student.

Relationship

Select the relationship to the student.

Age

Enter the family member's age.

Attend College

Select blank, Yes, Full-Time,Yes, Half-Time, or No, Will Not Attend.

College Type

Select a college type.

CSS Code

This is the institution's code number as reported by the student on the PROFILE application. Each school the student selected to receive their application is listed.

Housing Code

This is the type of housing the student expects to have.

Number

Number of an application question that the student/family believes warrants further explanation. This number may also refer to a series of additional questions that have been modified for the institution by College Board PROFILE.

Answer

Answer to the question shown in the Number field.

Total Income

Indicates the custodial parent's total contribution for the student from the base IM computation.

Percent Income

Indicates the custodial parent's percentage of total parents income from the base IM computation.

From Income

Indicates the custodial parent's contribution from income for the student from the base IM computation.

From Assets

Indicates the custodial parent's contribution from assets for the student from the base IM computation.

Total Income

Indicates the custodial parent's total contribution for the student from the options IM computation.

Percent Income

Indicates the custodial parent's percentage of total parental income from the option IM computation.

From Income

Indicates the custodial parent's contribution from income for the student from the option IM computation.

From Assets

Indicates the custodial parent's contribution from assets for the student from the options IM computation.

Load Records

SFA_PF_RUNCNTL

Financial Aid, File Management, PROFILE Import, Load Records, Load Records

Import PROFILE records into the database.

Load Summary

SFA_PF_IN_LOAD

Financial Aid, File Management, PROFILE Import, Load Summary, Load Summary

From the PROFILE Staging Table, view the load status and other details of each record of a PROFILE load instance.

Suspense Management

SFA_PF_SUSP_CNTRL

Financial Aid, File Management, PROFILE Import, Suspense Management, Suspense Management

Process suspended or skipped PROFILE records.

Load Status

Displays the Load Status of the record.

• Unprocessed — Record is loaded to PROFILE Staging table but is not loaded to Inst App tables.

• Suspended — Record failed Search/Match or PROFILE Add Level load rules.

• Processed — Record is loaded to application table.

• Discarded — Record is not loaded because it is a Noncustodial PROFILE or Registration Only record.

• Skipped — Record meets Search/Match and PROFILE Add Level load rules, but there is an existing record and the load parameter is "Add New Record Only" or the Review Status is Complete on the Packaging Status Summary.

• Error Encountered — Scenarios in which status is set include: Data Load Parameters not set, missing or mismatched Aid Year, SSN invalid, SQL Error, and invalid data in Search/Match fields. Status can be set by user manually when an errant record is identified on the PROFILE XML file.

Student's Admit Level

Displays the student's admit level as associated with Academic Program Statuses in the Defining Application Processing Options, Working with Applications, Reviewing Admit Level Associations page.

The values are:

• 5 - Accepted/Continuing

• 4 - Admitted

• 3 - Applied/Pending

• 2 - Inactive

• 1 - Has Not Applied

Application Type

Displays the PROFILE Application Type

• Domestic PROFILE

• Noncustodial PROFILE

• Registration Only record

• International PROFILE

Student Record Type

Displays the CSS Student Record Type

• Original Data

• ACR (Additional College Request)

• Duplicate Record

Update Status to Error

Click this button to set the Load Status from Unprocessed to Error Encountered. Records with a Load Status of Error Encountered can be skipped during subsequent PROFILE Load attempts.

Dependency Status

Displays Dependent or Independent

Financial Aid Status

• First-time – Either a first-time applicant entering student or a first-time applicant, continuing student

• Renewal Applicant — Continuing student

Skip Reason

• Final Review Flag Set — Review Status is Complete

• Student Already Exists — PROFILE Load encountered a matching ID despite the Add Action = Add New Record Only; therefore, the student is suspended.

• Student Not at Suspend Level — Student fails Suspend Level rule.

• Manual—- Load Status set to Skipped manually by the user

Load Status

Displays the current status of the record. If the Load Status is Skipped or Suspended, the field can be updated. If the status is Discarded, the field is view only.

Note. If you update the Load Status to Discarded, the Load Status cannot be updated again.

Add Profile

Select this radio button and click the Process button to load a suspended PROFILE record into the application table.

Note. Selecting Add Profile supersedes any Profile Routing Control setup. Add Profile always adds the student into the Institutional Application tables. Even if the student fails Search/Match, because the Add Profile option is selected, the student is added into the Institutional Application tables with a new system-generated ID.

Note. Please refer to the decision matrix after the attribute descriptions for this page to see how the ID, ID Lock, Add Profile, and Recycle attributes work together.

Recycle

Select this radio button and click the Process button to have the PROFILE records reconsidered by the PROFILE load process using the Profile Routing Control setup.

Note. Selecting Recycle always calls Search/Match. If Search/Match fails, then the "Search/Match No Match Action" defined in the Profile Routing Control is interrogated to determine the next step:

If "Allow Add if Eligible", a new ID is created if the student meets the criteria for adding a new record.

If "Suspend", the student's record remains in the Suspense Management table.

Note. Please refer to the decision matrix after the attribute descriptions for this page to see how the ID, ID Lock, Add Profile, and Recycle attributes work together.

Process button

After selecting the Add PROFILE or Recycle radio button, click this button to invoke a real-time action to load the PROFILE record into the Institutional Application (IM_*) tables.

Add Action

Select the action to be taken for rows that can be loaded.

• Add New Record Only — Add ONLY new PROFILE records into the system; do not overwrite existing PROFILE records.

• Overwrite Existing Record — Add new PROFILE records into the system AND update existing PROFILE records.

ID

Select the ID to use to load the PROFILE record into the application tables.

Note. Please refer to the decision matrix after the attribute descriptions for this page to see how the ID, ID Lock, Add Profile, and Recycle attributes work together.

ID Lock

Select this check box after the selecting the ID to force the PROFILE load process to use the ID as the matching person.

Note. Please refer to the decision matrix after the attribute descriptions for this page to see how the ID, ID Lock, Add Profile, and Recycle attributes work together.

Max Match Level Found

Displays the highest Search Match Level rule that was met for this PROFILE record.

General Information

Click this link to display general information about the student.

FNAR Messages

Click this link to display FNAR messages.

Search/Match

Click this link to access the Person Search Match page and search for a student ID to match to the PROFILE record.

blank

unchecked

selected

not selected

Call Search/Match. Assign record new ID if no match found. Record added.

blank

unchecked

not selected

selected

Call Search/Match. Based on PROFILE Routing Control parameters, record added or suspended. If added, assign new ID if no match found.

blank

checked

selected

not selected

Search/Match not called. Assign record new ID, warning given. Record added.

blank

checked

not selected

selected

Search/Match not called. Based on PROFILE Routing Control parameters, record added or suspended. If added, assign new ID, warning given.

not blank

unchecked

selected

not selected

Warning given before calling Search/Match. Record assigned new ID if no match found. Record added.

not blank

unchecked

not selected

selected

Warning given before calling Search/Match. Based on PROFILE Routing Control parameters, record added or suspended. If added, record assigned new ID if no match found.

not blank

checked

selected

not selected

Search/Match not called. Record added with specified ID.

not blank

checked

not selected

selected

Search/Match not called. Based on PROFILE Routing Control parameters, record added or suspended. If added, record assigned with specified ID.

Institutional Application Correction Audits

INST_CORR_AUDITS

Financial Aid, Institutional Application Data, View Correction Audits, Institutional Application Correction Audits

Review corrections made to a student's institutional application using the Maintain Institutional Application component. This page enables you to track certain limited changes that you make to a student's institutional application data.