Setting Up Verification Options

Verification is the process of checking the accuracy of the information provided by students and their families when applying for financial aid. Institutions are required to perform federal verification on a portion of their aid applicants before awarding Title IV aid. The Campus Solutions application provides options for meeting federal and institutional verification requirements.

This section discusses how to set up fields for compare.

For more information see, the Federal Student Aid Handbook

Page Name	Definition Name	Navigation	Usage
Federal Setup	SFA_VER_FLD_TS_FED	select Set Up SACR, then select Product Related, then select Financial Aid, then select Application Processing, then select Verification Setup, then select Federal Setup tab	Activate fields for federal verification processing and filter for use by dependency status.
Institutional Setup	SFA_VER_FLD_TS_INS	select Set Up SACR, then select Product Related, then select Financial Aid, then select Application Processing, then select Verification Setup, then select Institutional Setup tab	Activate fields for institutional verification processing and filter for use by dependency status.
Inst Marital Status Mapping	SFA_VERIF_MAR_MAPP	select Set Up SACR, then select Product Related, then select Financial Aid, then select Application Processing, then select Verification Setup, then select Inst Marital Status Mapping	Map available parent marital statuses to institutional marital statuses

Access the Federal Setup page (select Set Up SACR, then select Product Related, then select Financial Aid, then select Application Processing, then select Verification Setup, then select Federal Setup).

Image: Federal Setup page

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

Insert rows and select fields to be verified and indicate for which type of student the verification applies; dependent or independent.

Field or Control	Definition
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 amount that the combined total of all selected fields can vary between verified and reported information. This tolerance is the maximum difference that can exist as variance before failing the verification process.
Field Number	Enter the field number for each of the fields to be compared.
Field Name	Displays the corresponding name for each field to verify.
Dependent	Select to compare the field for dependent students.
Independent	Select to compare the field for independent students.

Access the Institutional Setup page (select Set Up SACR, then select Product Related, then select Financial Aid, then select Application Processing, then select Verification Setup, then select Institutional Setup).

Image: Institutional Setup page

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

Refer to the field descriptions for the Federal Setup page with the following exceptions:

Field or Control	Definition
Total Tolerance Institutional	Enter the amount that the combined total of all selected fields can vary between verified and reported information. This tolerance is the maximum difference that can exist as variance before failing the verification process.

Access the Inst Marital Status Mapping page (select Set Up SACR, then select Product Related, then select Financial Aid, then select Application Processing, then select Verification Setup, then select Inst Marital Status Mapping).

Image: Institutional Marital Status Mapping page

This example illustrates the fields and controls on the Institutional Marital Status Mapping page. You can find definitions for the fields and controls later on this page.

Use this page to map system marital status values to Institutional marital statuses.

Field or Control	Definition
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.

Field or Control

Definition

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.

The field numbers in this table are from the reference table ISIR_VERIF_XREF. These numbers are current for the 2014 aid year.

Nbr	Field Name	Num/Char	ISIR Nbr	Profile Nbr
1	Students Number in College	N	126	7
2	Parents Number in College	N	91	57
3	Students Family Size	N	125	6
4	Parents Family Size	N	90	56
5	Students Number of Exemptions	N	41	11
6	Parents Number of Exemptions	N	104	96
7	Students Marital Status	C	17	140
8	Parents Marital Status	C	76	59
9	Students Tax Form Used	C	37	158
10	Parents Tax Form Used	C	98	160
11	Does Student Have Legal Dep	C	69	5
12	Students AGI	N	39	12
13	Parents AGI	N	102	97
14	Students Federal Taxes Paid	N	40	13
15	Parents Federal Taxes Paid	N	103	104
16	Students Wage Income	N	42	15
17	Fathers Wage Income	N	105	106
18	Students Spouse Wage Income	N	43	16
19	Mothers Wage Income	N	106	107
27	Student Eligible for 1040A-EZ	C	38	0
28	Parent Eligible for 1040A-EZ	C	100	0
29	Tax Return Filed by Student?	C	36	161
30	Tax Return Filed by Parent?	C	97	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	55	20
46	Parents Child Supp Received	N	117	110
47	Students Other Untaxed Income	N	61	21
48	Parents Other Untaxed income	N	124	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	48	40
57	Parent Child Support Paid	N	111	61
58	Parent IRA/KEOGH/SEP Deduct	N	117	111
59	Parents Pretax Pension/savings	N	116	117
61	Parent Military/Clergy Allow	N	122	0
62	Parent Exempt Interest Income	N	119	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	47	131
70	Parent Education Credit	N	110	132
71	Student IRA/KEOGH/SEP Deduct	N	54	0
72	Student Exempt Interest Income	N	56	0
73	Student Non-Edu Vet Benefit	N	60	0
74	Parent Non-Edu Vet Benefit	N	123	231
75	Student Other Unreport Income	N	62	0
77	Student Pretax Savings	N	53	0
78	Student Untax IRA	N	57	0
79	Parent Untax IRA	N	120	234
80	Student Untax Pension	N	58	0
81	Parent Untax Pension	N	121	235
82	Student Military/Clergy Allow	N	59	0
83	Student Combat Pay	N	51	182
84	Parent Combat Pay	N	114	189
85	Student Taxable Work-Study	N	49	0
86	Parent Taxable Work-Study	N	112	0
87	Student Grant/Scholarship	N	50	0
88	Parent Grant/Scholarship	N	113	0
89	Student Taxed Financial Aid	N	0	23
90	Student Co-Op Earnings	N	52	0
91	Parent Co-Op Earnings	N	115	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	127	244
98	Parent SSI Benefits	C	92	171
99	Student SNAP/Food Stamps	C	128	245
100	Parent SNAP/Food Stamps	C	93	249
101	Student School Lunch Benefits	C	129	246
102	Parent School Lunch Benefits	C	94	250
103	Student TANF Benefits	C	130	247
104	Parent TANF Benefits	C	95	170
105	Student WIC Benefits	C	131	248
106	Parent WIC Benefits	C	96	251
107	Parent FSA Health Care	N	0	254
108	Parent FSA Dependent Care	N	0	252
109	Parent Health Savings Account	N	0	253
110	Parent Additional Medicare Tax	N	0	262
111	Parent HSA PreTax Contribution	N	0	263
112	Student Tax Filing Status	C	37	264
113	Parent Tax Filing Status	C	99	265
114	Student Dislocated Worker	C	0000	0183
115	Parent Dislocated Worker	C	0000	0188
116	Student Homeless	C	0000	0184
117	Student Orphan/Foster/Ward	C	0000	0185
118	Student Upward Bound	C	0000	0259

Setting Up Verification Options

Pages Used to Set Up Verification Options

Setting Up Tolerances

Mapping Institutional Marital Statuses

Verification Field Numbers