Verification Setup

VERIF_FLD_TOLS

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

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

Inst Marital Status Mapping

SFA_VERIF_MAR_MAPP

Set Up SACR, Product Related, Financial Aid, Application Processing, Verification Setup, Inst Marital Status Mapping

Map available parent marital statuses to institutional marital statuses

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.

Marital Status

Displays all possible ISIR and Institutional parent marital statuses

Inst Marital Status

Select the Institutional parent marital status you wish to map to each of the possible marital statuses.

Note. This setup resolves differences between ISIR (Federal) and PROFILE (Institutional) parent marital statuses when performing Verification without first retrieving application data via 'Get Federal Data' or 'Get Institutional Data'.

If you have retrieved application data, the system renders the parent marital statuses based on the application type, Federal or Institutional. However, if application data is not first retrieved, the system cannot determine if the data being verified is Federal or Institutional and renders all possible parent marital statuses. When you consolidate Verification data either online or batch, you are required to select the type of consolidation being performed, Federal or Institutional.

Parent marital statuses for consolidation can be mapped without interpretation for Federal Verification. However, Institutional parent marital statuses do not possess the same characteristics and this setup allows you to map the 9 possible parent marital statuses to the 6 actual Institutional parent marital statuses. When consolidation is performed, regardless of what marital status is selected in the Tax Form Data page, the mapped value is used and displayed for consolidation and compare. For example, if you enter a marital status of Married/Remarried and Institutional consolidation is performed, your mapping setup determines if Married or Remarried is used in consolidation.

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.

Note. If a spouse row is created, the values from the student are always used in consolidation for Tax Return Filed, Tax Form, Eligible For 1040A or 1040EZ, and Marital Status. However if the student value is blank, Filing Status is not separate, and spouse value is non-blank then the spouse value is used.

If more than one parent row is created the marital status of the mother overrides the father in consolidation. Tax Return Filed, Tax Form, and Eligible For 1040A or 1040EZ is consolidated according to the sequence number. If a value is blank for one parent and non blank for the other then the non blank value is used. For example, if the father sequence number is 2 with a Tax Return Filed of blank and mother is sequence number 3 and Tax Return Filed is Will File, then the mothers value for Tax Return Filed is used in consolidation. If both parents have a Tax Return Filed value and they happen to differ then the parent with the lower sequence number value is used.

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.

See Mapping Institutional Marital Statuses.

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.

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.

Federal Benefits Received

Select each Federal benefit that the student received. If you fetch Federal data, these fields populate as recorded on the student's ISIR.

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 the student. Values are:

Div/Wid (divorced or widowed)

Married

Separated

Single

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.

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.

Income Adjustments

Income adjustments for the parent.

Foreign Income Exclusions

Amount of a foreign income exclusions claimed by 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 the parent.

Marital Status

Displays the marital status of the Parent. Values are:

Federal Consolidation

• Div/Sep (divorced or separated)

• Mar/Remar(married or remarried)

• Single

• Widowed

Institutional Consolidation

• Divorced

• Married

• Nev Married (never married)

• Remarried

• Separated

• Widowed

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

Amount of medical or dependent care tax deferred payments 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.

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

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

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

124

7

2

Parents Number in College

N

90

57

3

Students Family Size

N

123

6

4

Parents Family Size

N

89

56

5

Students Number of Exemptions

N

40

11

6

Parents Number of Exemptions

N

102

96

7

Students Marital Status

C

16

140

8

Parents Marital Status

C

75

59

9

Students Tax Form Used

C

36

158

10

Parents Tax Form Used

C

97

160

11

Does Student Have Legal Dep

C

68

5

12

Students AGI

N

38

12

13

Parents AGI

N

100

97

14

Students Federal Taxes Paid

N

39

13

15

Parents Federal Taxes Paid

N

101

104

16

Students Wage Income

N

41

15

17

Fathers Wage Income

N

103

106

18

Students Spouse Wage Income

N

42

16

19

Mothers Wage Income

N

104

107

27

Student Eligible for 1040A-EZ

C

37

0

28

Parent Eligible for 1040A-EZ

C

98

0

29

Tax Return Filed by Student?

C

35

161

30

Tax Return Filed by Parent?

C

96

166

41

Students Untax SS benefits

N

0

18

42

Parents Untax SS benefits

N

0

147

43

Students Welfare/TANF

N

0

19

44

Parents Welfare/TANF

N

0

109

45

Students Child Supp Received

N

54

20

46

Parents Child Supp Received

N

116

110

47

Students Other Untaxed Income

N

60

21

48

Parents Other Untaxed income

N

122

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

109

61

58

Parent IRA/KEOGH/SEP Deduct

N

115

111

59

Parents Pretax Pension/savings

N

114

117

60

Parents Pretax Med/dep Care

N

0

65

61

Parent Military/Clergy Allow

N

120

0

62

Parent Exempt Interest Income

N

117

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

108

132

71

Student IRA/KEOGH/SEP Deduct

N

53

0

72

Student Exempt Interest Income

N

55

0

73

Student Non-Edu Vet Benefit

N

59

0

74

Parent Non-Edu Vet Benefit

N

121

231

75

Student Other Unreport Income

N

61

0

77

Student Pretax Savings

N

52

0

78

Student Untax IRA

N

56

0

79

Parent Untax IRA

N

118

0

80

Student Untax Pension

N

57

0

81

Parent Untax Pension

N

119

235

82

Student Military/Clergy Allow

N

58

0

83

Student Combat Pay

N

50

182

84

Parent Combat Pay

N

112

189

85

Student Taxable Work-Study

N

48

0

86

Parent Taxable Work-Study

N

110

0

87

Student Grant/Scholarship

N

49

0

88

Parent Grant/Scholarship

N

111

0

89

Student Taxed Financial Aid

N

0

23

90

Student Co-Op Earnings

N

51

0

91

Parent Co-Op Earnings

N

113

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

97

Student SSI Benefits

C

125

0

98

Parent SSI Benefits

C

91

0

99

Student Food Stamp Benefits

C

126

0

100

Parent Food Stamp Benefits

C

92

0

101

Student School Lunch Benefits

C

127

0

102

Parent School Lunch Benefits

C

93

0

103

Student TANF Benefits

C

128

0

104

Parent TANF Benefits

C

94

0

105

Student WIC Benefits

C

129

0

106

Parent WIC Benefits

C

95

0

Manage Ability to Benefit

SFA_ATB_STDNT

Financial Aid, Ability to Benefit, Manage Ability to Benefit

Use this page to create and maintain Ability to Benefit data for a student.

Create Ability to Benefit

SFA_RUN_ATB

Financial Aid, Ability to Benefit, Create Ability to Benefit

Use this page to create and maintain Ability to Benefit data in batch.

Sequence

Displays the sequence number of the record. This number increases by one everytime a new row is inserted. A new row should only be inserted if a change to the Ability to Benefit Code is necessary.

Ability to Benefit Code

Select the value that indicates how the student achieved their ATB.

Note. The Ability to Benefit Code drives the remaining field edits to ensure the correct 'set' of data is populated for COD reporting requirements. All other changes should be made directly to field element.

Test Administrator Code

Select the administrator code of the ATB testing.

Test Code

Select which ATB test was taken by the student.

State Code

Select the state in which the student completed the State Process to achieve ATB.

Completion Date

Enter the date that the student completed the ATB test or State Process.

Comment

Enter optional explanatory comments. This information is not shared with COD.

Selection Tool

Select from Equation Engine, PS Query, or External File. Additional parameters are displayed for your selected tool. System data is available in Population Selection Context Definition SFA_ATB.

Query Name

This field is only available the PS Query Selection Tool is selected. Select a population selection query that joins with the bind record SFA_ATB_BIND.

Institution

Enter the academic institution that the student is attending during the aid year.

Ability to Benefit Code

Entering a default value is optional, however if blank, then the data retrieved from Population Selection must indicate an ATB Code value.

Test Administrator Code

Optional. Enter the ATB Test Administrator Code.

Test Code

Optional. Enter ATB Test Code

State Code

Optional. Enter the State Code if ATB Code is equal to '03:State Process'.

Completion Date

Enter the Completion Date of the ATB test.

NSLDS Request

SFA_RUN_NSLDS_OUT

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

Generate an NSLDS Inform file containing requests for either Financial Aid History, Transfer Student Monitoring or both.

FA Inbound

RUNCTL_FAT_INBOUND

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

Load the NSLDS Financial Aid History and Alert files into the NSLDS staging tables.

NSLDS Data Load Parameters

SFA_NSLDS_LD_CNTRL

Set Up SACR, Product Related, Financial Aid, File Management, NSLDS Data Load Parameters, NSLDS Load Options tab

Configure the load parameters for processing NSLDS data from the staging tables to the application tables.

NLSDS Search/Match

SFA_NSLDS_SRCHMCH

Set Up SACR, Product Related, Financial Aid, File Management, NSLDS Data Load Parameters, NSLDS Search/Match tab

Define the Search/Match parameters for processing NSLDS data from the staging tables to the application tables.

Process NSLDS Files

RUNCTL_FAPTALRT

Financial Aid, File Management, NSLDS, Process NSLDS Files, Process NSLDS Files

Load NSLDS data from the staging tables to the application tables.

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. Once the Process NSLDS Files process runs, review NSLDS records that were not loaded into the application tables.

NSLDS FAT Load Error Report

RUNCTL_FA921

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

Create a report listing all NSLDS records that failed to load to the application tables. These records have a Load Status of Suspended or Error.

NSLDS Alert File Report

RUNCTL_FA924

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

Create a report listing all NSLDS Alert records that loaded into the application tables. These records must be reviewed before Federal funds can be disbursed.

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 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.

School Code

Enter a valid six digit ED School Code

Branch Code

Enter a valid two digit ED Branch Code, if applicable. If left blank, value defaults to "00".

Population Selection

Select this check box to access population selection options. If not selected, the process attempts to process Student Overrides. If Student Override is not selected either, the run parameters can be saved and the process run, but no file is created.

See Using the Population Selection Process.

Query Name

Select a PS Query that uses the SFA_NSLDS_QRYVW bind record.

Equation Name

Select an equation that is defined with the application prompt NSLDS Request Process.

Financial Aid History only

Select to request a FAH file.

Transfer Monitoring only

Select to request to add or remove students from the TSM list.

Both FAH and TM

Select to request a FAH file and to add or remove students from the TSM list.

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.

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.

Delete from TM

Select to remove the selected population from the TSM list. This option should only be selected for students who were previously added to the TSM list but are not going to attend your institution.

Student Override

Select this check box to access student override options.

You can use the Student Override function to enter student IDs individually for inclusion in the Inform file. Select the Request Type, Enrollment Date, Monitor Begin Date and Delete from TM options for each row. These options work the same as described in the Population Selection section.

Note. You can use the Student Override option in conjunction with the Population Selection option. If you use both features, the student override function processes first. If duplicate IDs exist in the student override function and the population selection function, only one row is inserted using the student override information.

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 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. This value is not used when loading NSLDS files.

Insert FA User Edit Message

Select this check box to insert FA User Edit messages. Checking this box opens the Aid Year, Institution, Edit Message Type, Edit Message Code, and Term fields for input.

Note. This option only allows insertion of FA User Edit Messages for Alert records. FA User Edit messages are not inserted when FAH records are processed. If you wish to insert FA User Edit Messages for FAH records, please use the stand-alone FA User Edit Message assignment process.

Aid Year

Select 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 Edit Message Type selected.

Term

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

Search Parameter

Select the search parameter to be used for NSLDS Search/Match

Note. You are advised to setup a Search Parameter specifically for NSLDS. Unlike ISIR and Profile, NSLDS only has a handful of fields available to use for Search/Match: First Name, Last Name, Date of Birth, and Social Security Number.

No Match Found

Select the action, Suspend or Ignore, to take when no match is found for a record during Search/Match.

Match(es) Found

The Search Parameter value entered above determines which levels are displayed. For each level, select the action to take when One Match or Multiple Matches are found. Select Update (only available when one match is found), Suspend or Ignore.

All School/Branch Codes

Selecting this option processes the NSLDS data on the staging tables for ALL School/Branch Code combinations.

School/Branch Code Override

Selecting this option only processes the NSLDS data in the staging tables for the School/Branch Code(s) entered in the School/Branch Code Override grid.

School Code

Enter a valid six digit ED School Code. Use the lookup button to search for valid school codes on the NSLDS Staging tables.

Branch Code

Enter a valid two digit ED Branch Code. Use the lookup button to search for valid branch codes on the NSLDS Staging tables.

Load Status

The system displays one of these values:

Error: An error occurred while trying to process this record from the staging tables. Records with this status are not picked up by the batch process. Refer to the Error Code description below.

Loaded: The record successfully loaded from the NSLDS staging tables into the application tables..

Skipped: This status is either set manually on the Suspense Management page or by the batch process when Search/Match parameters are set to 'Ignore'. Records with this status are not picked up by the batch process. Refer to the Skip Reason description below.

Suspended: The record did not load into the application tables because it did not meet the NSLDS load parameters. Records with this status are picked up by the batch process. Refer to the Suspend Reason description below.

Unprocessed: The FA Inbound process loaded the record loaded into the NSLDS staging tables, but the Process NSLDS Load process has not yet been run for the record. Records with this status are picked up by the batch process.

ID

For records with a Load Status of Loaded, this field shows which ID the NSLDS data was loaded to.

For records with a Load Status of Skipped or Suspended, the ID field may be blank or populated with one of the Search/Match results.

For records with a Load Status of Suspended or Unprocessed records, you can use this field in conjunction with the ID Lock checkbox to manually match an ID to incoming NSLDS data.

ID Lock

Select to match the Suspended or Unprocessed NSLDS record to the specified ID. This works in conjunction with the ID field. In order to use the ID Lock option, the ID field MUST be populated. Using this option essentially bypasses Search/Match the next time this record is processed. Although Search/Match is bypassed, the record must still meet the other NSLDS Data Load Parameters in order to load to the application tables.

Recycle

This is set by the NSLDS load process if a student's NSLDS record cannot be loaded into the application tables because it does not meet the NSLDS Data Load Parameters.

Skip/Done

This is set by the system when the NSLDS record has been loaded to the application tables or if the record has been skipped/ignored (either manually or by the batch routine). To manually set the Load Status to Skipped, select this radio button and click the Process NSLDS button.

Process NSLDS

Click this button to perform the selected action: Recycle or Skip/Done.

School Code

Displays the School Code value reported in the NSLDS file.

Branch Code

Displays the Branch Code value reported in the NSLDS file.

Transaction Process Date

Displays the date when NSLDS generated the incoming NSLDS data.

Process Instance

Displays the most recent process instance of when this record was processed through the batch load routine.

Process Date

Displays the most recent process date of when this record was processed through the load routine (either online or through the batch routine).

Max Match Level

Displays the Search/Match level at which the NSLDS record was matched to an ID.

Suspend Reason

Displays the reason the record was suspended and not loaded into the application tables.

• Data Load Parameters not found: Data Load Parameters were not found for the School/Branch code combination on this NSLDS record.

• Effective Date Conflict: The record passed Search/Match but the Transaction Process Date is older than the student's current Effective Dated row in the NSLDS application tables.

• Multiple Matches Found: Search/Match found multiple matches and the action in NSLDS Data Load Parameters is set to 'Suspend' for the designated Search/Match level. If multiple matches were found, the ID field is blank.

• No Match Found: Search/Match found no matches and the No Match Found action in NSLDS Data Load Parameters is set to 'Suspend'.

• One Match Found: Search/Match found one match and the action in NSLDS Data Load Parameters is set to 'Suspend' for the designated Search/Match level. If one match was found, the ID field is populated.

Skip Reason

Displays the reason the record is skipped and not loaded into the application tables.

• Manually set to Skip: The user manually set this record to Skip/Done on the NSLDS Suspense Management page.

• No Match Found: Search/Match found no matches and the No Match Found action in NSLDS Data Load Parameters is set to 'Ignore'.

• Multiple Matches Found: Search/Match found multiple matches and the action in NSLDS Data Load Parameters is set to 'Ignore' for the designated Search/Match level. If multiple matches were found, the ID field is blank.

• One Match Found: Search/Match found one match and the action in NSLDS Data Load Parameters is set to 'Ignore' for the designated Search/Match level. If one match was found, the ID field is populated.

Error Code

Displays the reason the record was set to Error and not loaded into the application tables.

Invalid SSN Encountered: The SSN on this record is outside the valid range (001010001 – 999999999).

Social Security #

Displays the student's current SSN maintained by the NSLDS and reported in the FAH/Alert files.

Last Name

Displays the student's current last name maintained by the NSLDS and reported in the FAH/Alert files.

First Name

Displays the student's current first name maintained by the NSLDS and reported in the FAH/Alert files.

Date of Birth

Displays the student's current birth date maintained by the NSLDS and reported in the FAH/Alert files.

Inform Last Name

Displays the last name reported by the institution in the NSLDS Inform file or online. This information is returned to the school in the FAH/Alert file.

Inform First Name

Displays the first name reported by the institution in the NSLDS Inform file or online. This information is returned to the school in the FAH/Alert file.

Inform Date of Birth

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

Change Flags

These flags are only populated on Alert files and indicate where changes have been detected on the student's NSLDS record which may affect eligibility. Valid values are Y: Yes and N: No. These fields are blank for FAH files.

Reviewed

Select to indicate that you reviewed the changes to the student's NSLDS information and completed any adjustments to the student's current financial aid eligibility. Selecting this check box removes the record from this page the next time the page is accessed. Also, the record is removed from the NSLDS Alert File Report.

Queue Inst (queue instance)

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

School Code

Displays the School Code value reported in the NSLDS file.

Branch Code

Displays the Branch Code value reported in the NSLDS file.

Change Flags

These indicate where changes have been detected on the student's NSLDS record which may affect eligibility. Valid values are Y: Yes and N: No.

Awards

Click this link to access the Award Summary and Award Term Summary pages.

Loans

Click this link to access the Origination Student Summary page.

NSLDS

Click this link to access the NSLDS Information page.

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.

Institution

Enter the Institution Code for the institution for which you want NSLDS data pushed.

Note. You can identify multiple institutions in this run control.

Report Parameters

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

Select this check box to access population selection options. If not selected, the process attempts to process Student Overrides.

See Using the Population Selection Process.

Query Name

Select a PS Query that uses the SFA_NSLDS_BND bind record.

System Provided Queries:

• QA_CS_CC_NSLDS_UPD1: Query based on NSLDS_GEN (NSLDS General Info record). Embedded field prompts on LAST_UPDATED – Last Updated From Date/LAST_UPDATED – Last Updated To Date.

• QA_CS_CC_NSLDS_UPD2: Query based on NSLDS_GEN (NSLDS General Info record). Embedded field prompts on LAST_UPDATED – Last Updated From Date/LAST_UPDATED – Last Updated To Date and NSLDS_UPDT_SOURCE-NSLDS Transaction Source.

•  

• QA_CS_CC_NSLDS_UPD_DAY_BEFORE: Query based on NSLDS_GEN (NSLDS General Info record).

  Use this SQL to schedule the independent NSLDS Aggregate Push on a daily basis. This query identifies students whose Last Updated NSLDS record has changed since one day ago.

  SELECT DISTINCT B.EMPLID, B.NAME FROM PS_SFA_NSLDS_BND B, PS_NSLDS_GEN A WHERE ( B.EMPLID = A.EMPLID AND A.LAST_UPDATED >= ((TO_DATE(TO_CHAR(SYSDATE,'YYYY-MM-DD'),'YYYY-MM-DD')) + (-1)) ) ORDER BY 1

  Example: If the system date = 20111129, then query selects EMPLIDs whose NSLDS_GEN.LAST_UPDATED value is either 20111128 or 20111129.

• QA_CS_CC_NSLDS_UPD_WEEK_BEFORE: Query based on NSLDS_GEN (NSLDS General Info record).

  Use this SQL schedule the independent NSLDS Aggregate Push on a weekly basis. This query is used to identify students whose Last Updated NSLDS record has changed within the last 7 calendar days.

  SELECT DISTINCT B.EMPLID, B.NAME FROM PS_SFA_NSLDS_BND B, PS_NSLDS_GEN A WHERE ( B.EMPLID = A.EMPLID AND A.LAST_UPDATED >= ((TO_DATE(TO_CHAR(SYSDATE,'YYYY-MM-DD'),'YYYY-MM-DD')) + (-7)) ) ORDER BY 1

  Example: If the system date = 20111129, then query selects EMPLIDs whose NSLDS_GEN.LAST_UPDATED value is 20111122, 20111123, 20111124, 20111125, 20111126, 20111127, 20111128, or 20111129.

Student Override

Select this check box and populate the accompanying group box with student ID's to be evaluated. IDs can be combined with IDs identified with Population Selection.

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

PT CSL: part-time Canada student loan

Profile