Return to Navigation

Maintaining Full-Time Student Data

Different Canadian financial aid applications are available for full-time and part-time students. Use the Full-time Application component to enter and maintain data for full-time students.

This section lists common elements and discusses how to:

Field or Control

Definition

Student Extensions

Click to access the Student Extensions Page where you can override the institutional CNAS setup options for the student.

CNAS Calc (Canadian Need Analysis System calculation)

Click to calculate an unofficial federal and institutional family contribution and award amounts using CNAS. RFC invokes a COBOL function to perform the CNAS calculation.

Page Name

Definition Name

Navigation

Usage

Student Personal Info

INST_STDNT_CSL_A

select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Student Personal Info

Enter and view demographic and school data for a student's full-time Canadian application.

Student Extensions

STDNT_CNAS_EXT_SBP

Click the Student Extensions button on the Student Personal Info page.

Override institutional level options.

Student Current Stat/Residency

INST_STDNT_CSL_BC

select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Student Current Stat/Residency

Enter or view a student's family and residency information.

Student Study Pd Info (student study period information)

INST_STDNT_CSL_D

select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Student Study Pd Info

Enter or view data regarding the academic program in which the student is enrolled for the study period.

Student Financial Data

INST_STDNT_CSL_E

select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Student Financial Data

Enter or view a student's pre-study and study period financial data.

Parent Data

INST_PARENT_CSL_J

select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Parent Data

Enter or view information about a parent's family status, income, and taxes.

Spouse Info

INST_STDNT_CSL_K

select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Spouse Info

Enter or view spouse information.

Signature / Next of Kin

INST_STDNT_CSL_M

select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Signature/Next of Kin

Enter or view family and signature information.

Access the Student Personal Info page (select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Student Personal Info).

Image: Student Personal Info page

This example illustrates the fields and controls on the Student Personal Info page. You can find definitions for the fields and controls later on this page.

Student Personal Info (information) page

Field or Control

Definition

Date of Birth

Displays the student's date of birth.

CNAS Application Date (Canadian Need Analysis System application date)

Select the date that the CNAS application was filed.

Preferred Language

Displays the preferred language for the student.

Disabled

Displays whether the student is disabled.

CSL Citizenship (Canada student loan citizenship)

Displays whether CSL citizenship is established.

Last High School Date

Displays the date that the student last attended high school.

Years Out of High School

Displays the number of years the student has been out of high school.

Gender

Displays the student's gender.

Prior Postsecondary Studies

Select to indicate that the student has prior postsecondary studies.

Prior Postsecondary Date

Enter the date the student was last studying at the postsecondary level.

Prior Canadian Student Loan

Select to indicate that the student received a Canadian student loan in the past.

Defaulted Loan

Select to indicate that the student defaulted on a Canadian student loan.

Driver's License Number

Displays the student's driver's license number.

Access the Student Extensions page (click the Student Extensions button on the Student Personal Info page).

Image: Student Extensions page

This example illustrates the fields and controls on the Student Extensions page. You can find definitions for the fields and controls later on this page.

Student Extensions page

The values on this page override institutional level options.

Note: Although many options can be entered and calculated, there might be only one value used to update federal need and family contribution (FC) values and only one value used to update institutional need and FC values. The most recent option entered is used in the calculation.

Field or Control

Definition

CNAS Rule Set (Canadian Need Analysis System rule set)

Select the CNAS Rule Set to use for this student. Select OSL or CSL.

Status

Select the effective status of the extension. Values include Active and Inactive. Only active extensions are processed.

CSL-OSL (Canada student loan — Ontario student loan)

Select the type of calculation to perform.

O − OSL: Invokes OSAP special rules for parent tax table use and parental contribution calculations.

C − CSL: Invokes Canadian rules for parent tax table use and parental contribution calculations.

Enrollment Override

Optionally select a value to override enrollment values for federal or institutional need calculation. Values are: Full-Time or Part-Time.

Override Standard Category

Optionally select a value to override standard category values for federal or institutional need calculation. Values are:

Married: Indicates the student is married.

Sng Dep: Indicates the student is single and a dependent.

Sng Ind: Indicates the student is single and independent.

Sole Supp: Indicates the student is the sole supporter of the household.

Prestudy Weeks Override

Optionally enter a value to override prestudy weeks values for federal or institutional need calculation.

Prestudy Housing Override

Optionally select a value to override prestudy housing values for federal or institutional need calculation. Values areO − Other or P − Parents.

Car Allowance Override

Enter a dollar amount to override car allowance values for federal or institutional need calculation.

Asset Allowance Override

Enter a dollar amount to override asset allowance values for federal or institutional need calculation.

Spouse Disabled

Select to indicate that the student's spouse is disabled and to override the values for federal or institutional need calculation.

FM/IM Use (federal methodology/institutional methodology use)

Select one of the following:

F − FM EFC: Use to calculate family contributions and to store information in federal methodology fields in Financial Aid.

I − IM EFC: Use to calculate family contributions and to store information in institutional methodology fields.

B − Both FM and IM: Use to store information in both FM and IM fields.

Use Cost of Attendance

Indicates whether F − fed year coa (federal year cost of attendance) or I − inst year coa (institutional year cost of attendance) is used in calculation of need.

Award Period Use

Indicates whether A - Academic, B − Both, or N − Nonstandard award periods are updated with calculation results.

Access the Student Current Stat/Residency page (select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Student Current Stat/Residency).

Image: Student Current Stat/Residency page

This example illustrates the fields and controls on the Student Current Stat/Residency page. You can find definitions for the fields and controls later on this page.

Student Current Stat (status)/Residency page

Field or Control

Definition

Marital Status

Displays the student's marital status.

Marital Status Date

If not single, select the date of the marriage.

Dependants Other Than Spouse

Select if the student has dependents other than a spouse.

Orphan or Ward of the Court

Select if the student is an orphan or a ward of the court.

In Workforce

Select if the student is in the workforce.

Student's Residence

Select the province in which the student lives.

Student's Residence Length

Select the length of time student has lived in the province. Values are:

1: less than 12 months.

2: at least 12 months.

Spouse's Residence

Select the province in which the student's spouse lives.

Spouse's Residence Length

Select the length of time the student's spouse has lived in the selected province from the following options:

1: less than 12 months.

2: at least 12 months.

Parent Residence

Select the province in which the student's parent lives.

Parent Residence Length

Select the length of time the student's parent has lived in the selected province from the following:

1: less than 12 months.

2: at least 12 months.

Dependents 11 and Under

Enter the number of dependents aged eleven or younger.

Dependents 12 to 18

Enter the number of dependents aged twelve to eighteen.

Dependents 19 and Older

Enter the number of dependents aged nineteen or older.

Child Care Costs

Enter a dollar amount if the student pays child care costs.

Access the Student Study Pd Info page (select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Student Study Pd Info).

Image: Student Study Pd Info page

This example illustrates the fields and controls on the Student Study Pd Info page. You can find definitions for the fields and controls later on this page.

Student Study Pd (period) Info (information) page

Data in many of the fields on this page default from setup tables and from FA Term data. You can overwrite the default data on this page.

Field or Control

Definition

Anticipated Academic Program

Select an academic program in which the student plans to enroll.

Study Period Start Date and Study Period End Date

Enter the dates on which the study period begins and ends.

Course Load Percentage

Enter the percentage of a full-time course load in which the student is enrolled. For example, if the student is enrolled half-time, enter 50.00.

Cooperative Education Program

Select if the student is enrolled in a co-op program.

Correspondence/Distance Educ (correspondence/distance education)

Select if the student is enrolled in a correspondence or distance education program.

Merit Scholarship Recipient

Select if the student is receiving a merit scholarship.

Degree/Certificate

Select the degree or certificate that the student is working toward at the institution. Values are:

1: Diploma

2: Certificate

3: Bachelor's Degree

4: Master's Degree

5: Doctoral Degree

Year in Program

Enter the year of the program in which the student is currently enrolled.

Total Program Years

Enter the total number of years that it takes to complete the program.

Study Period Housing

Select a value to indicate whether a student is living with parents (P − parents) or living elsewhere (O − Other).

Travel Home Cost

Enter an amount allowed for a student to travel home from school during the study period.

Fed Year Cost of Attendance (federal year cost of attendance)

Enter the federal methodology amount for a yearly cost of attendance.

Inst Year Cost of Attendance (institutional year cost of attendance)

Enter the institutional methodology amount for a yearly cost of attendance.

Number of Terms

Enter the number of terms for use in the resource calculation for Additional Cost Recovery, which is a deregulated program.

Tuition Component

Enter tuition and fees data to be used by the Additional Cost Recovery program.

FA Number of Weeks (financial aid number of weeks)

Enter the number of weeks that are considered part of the study period for financial aid purposes.

Regulated Program

Indicate whether a program is regulated (R − Regulated Program) or non-regulated (N – Non-Regulated Program) based on criteria from the Ministry of Education and Training.

Access the Student Financial Data page (select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Student Financial Data).

Image: Student Financial Data page

This example illustrates the fields and controls on the Student Financial Data page. You can find definitions for the fields and controls later on this page.

Student Financial Data page

Prestudy

Field or Control

Definition

Income

Enter the student's pre-study income amount.

Income Source

Select from the following values:

1: Ontario Disability Pgm

2: Family Benefits

3: General Welfare

4: Other

Prestudy Housing

Select from the following values:

O: Other

P: With Parents

Bankruptcy

Select if the student has declared bankruptcy in the past.

Study Period

Field or Control

Definition

Gross Income

Enter an amount for the student's gross income during the study period.

Other Income

Enter an amount for any other income the student receives during the study period.

S/B/A Income (scholarship, bursary, and award income)

Enter the gross income recorded on the student assistance application for income from scholarships, bursaries and awards the student is to receive during the study period.

Income Source

Select a source of income received during the study period from the following:

1: Employment Insurance

2: Loss of Earnings Benefits

3: Extended Care & Maint Alwnc (maintenance allowance)

4: Ontario Disability Support Pgm (program)

5: Ontario Works

6: Family Benefits

7: Natv Post-Sec Stu Sup Pgm (Native Post-secondary Student Support Program)

8: Canada Pension Plan

9: Other

Assets

Field or Control

Definition

Vehicle Make 1 and Vehicle Make 2

Enter the makes of the cars that the student owns.

Vehicle Model 1 and Vehicle Model 2

Enter the models of the cars that the student owns.

Vehicle Year 1 and 2

Enter the years of the cars the student owns.

Vehicle Value 1 and Vehicle Year 2

Enter the values of the cars that the student owns.

Retirement Savings Value

Enter the student's retirement savings amount.

Investment Value

Enter the student's investment value amount.

Access the Parent Data page (select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Parent Data).

Image: Parent Data page

This example illustrates the fields and controls on the Parent Data page. You can find definitions for the fields and controls later on this page.

Parent Data page

Field or Control

Definition

Marital Status

Select from: C − Common-law, D − Divorced, E − Separated, H − Head of Household, M − Married, S − Single, U − Unknown, and W − Widowed.

Dependents

Enter the number of dependents that the parents have.

Number in College

Enter the number of people in college in the parent's household.

Father's Information

Field or Control

Definition

Father's Social Insurance #

Enter the father's social insurance number.

Father Has No ID

Select this check box if the father has no social insurance number.

Father Actual Income and Expected Father's Earnings

Enter an amount for either the father's actual income or the father's expected earnings.

Field or Control

Definition

Father's Pension

Enter an amount for the father's pension if he receives one.

Father's Empl Ins Premium (father's employment insurance premium)

Enter an amount of employment insurance for the father.

Father's Tax Paid

Enter the amount of tax that the father paid.

Mother's Information

The fields in the Mother's Information group box are the same as those in the Father's Information group box.

Field or Control

Definition

Parent Income Source

Select the parent's income source from the following:

1: Ontario Disability Program

2: Family Benefits

3: General Welfare

4: Other

Access the Spouse Info page (select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Spouse Info).

Image: Spouse Info page

This example illustrates the fields and controls on the Spouse Info page. You can find definitions for the fields and controls later on this page.

Spouse Info (information) page

Field or Control

Definition

Spouse

Select the student's spouse. The student's spouse is identified by an ID number, a relationship number, and relationship name. If the spouse is not among the options, enter the spouse's information on the Relationships page.

Spouse's Occupation

Select from the following values:

1: Full−time Student

2: Employed, full-time

3: Employed, part-time

4: Unemployed

5: Other

Transfer to Relationships Page

Click this link to access the Relationships page to enter a person's relationship to a student in your system.

Living in Canada

Select if the student's spouse lives in Canada.

Spouse Full-Time Course load

Select if the student's spouse is taking a full-time course load in school.

Spouse 12 Week Program

Select if the student's spouse is enrolled in a 12 week program.

Spouse Institution

Enter the name of the spouse's institution if the student's spouse is enrolled in a program.

Spouse Last High School Date

Enter the date that the spouse last attended high school.

Spouse Gross Income

Enter the amount of the spouse's gross income.

Spouse Income Source

Select from the following values:

1: Ontario Disability Prgm

2: Family Benefits

3: General Welfare

4: Other

Access the Signature/Next of Kin page (select Financial Aid, then select Canadian Application Data, then select Create/Update FT Application, then select Signature/Next of Kin).

Image: Signature/Next of Kin page

This example illustrates the fields and controls on the Signature/Next of Kin page. You can find definitions for the fields and controls later on this page.

Signature/Next of Kin page

Field or Control

Definition

Next of Kin

Select the next of kin for the student. You may need to go the Relationship page to add a person before you can select the person.

Release To 1 and Release To 2

Select the first and second person to whom your institution releases information about the student. You may need to go the Relationship page to add a person before you can select the person.

Relationships

Click this link to access the Relationships page where you can enter a person's relationship to a student in your system.

Signature Information

Field or Control

Definition

Signer

Select a signer. Values are: Applicant, Father, Mother, and Spouse. You can have multiple signature information by adding additional rows.

Signature Type

Select a signature type. Values are: Collect Income Tax Info, Collect Personal Info, Part-time Appl Signature, and Release Personal Info. You can have multiple signature types by adding additional rows.

Date Signed

Enter the date signed for each signature type.