Viewing Institutional EFC Information

This section provides an overview of institutional EFC calculations and discusses how to review an institutional EFC summary.

The following methodologies are used to calculate both parent and student contributions shown on the Institutional EFC Summary page:

Estimated federal methodology (EFM) uses the federal methodology provided by the College Board to calculate an estimated federal contribution.
Base Institutional Methodology (IM) uses the institutional methodology provided by the College Board.
IM with Options uses the IM provided by the College Board and can reflect override options that you set up.

Note: The system always makes available the three most recent Aid Year versions of the View IM EFC Detail component.

Page Name	Definition Name	Navigation	Usage
Institutional EFC Summary	INST_INAS_SMRY_nn	select Financial Aid, then select Institutional Application Data, then select View 20nn-20nn IM EFC Detail, then select Institutional EFC Summary	Review information about a student's Institutional EFC (expected family contribution). From this page, access detailed information for each calculated amount.
Institutional Assumption Detail	STDNT_IM_ASMP_SEC	Click the IM Assumptions link on the Institutional EFC Summary Detail page.	View the institutional assumptions that apply to a student. INAS IM Assumption Codes are defined by the College Board and are delivered with the Financial Aid system. An assumption is an assumed response to a question that is left blank or to a response that was inconsistent with the guidelines.
Total Income Detail Parent Contribution IM and IM w/ Options	INST_PIM_TI_SEC_nn INST_PIM_TIO_SECnn	Click the Total Income Detail link on the Institutional EFC Summary Detail page.	View total income information for parents calculated using institutional methodology. Total Income is the difference between the combination of taxable income, untaxed income and adjustments to income on earned income.
Total Income Detail Parent Contribution - EFM	INST_PFM_TI_SEC_nn	Click the Total Income Detail link on the Institutional EFC Summary Detail page.	View total income information for parents using estimated federal methodology. Total Income is the difference between the combination of taxable income, untaxed income, and income adjustments on earned income.
Total Income Detail Student Contribution - IM, IM w/Options	INST_SIM_TI_SEC_nn INST_SIM_TIO_SECnn	Click the Total Income Detail link on the Institutional EFC Summary Detail page.	View total income information for the student using institutional methodology. Total Income is the difference between the combination of taxable income, untaxed income, and income adjustments on earned income.
Total Income Detail Student Contribution − EFM	INST_SFM_TI_SEC_nn	Click the Total Income Detail link on the Institutional EFC Summary Detail page.	View total income information for the student using estimated federal methodology. Total Income is the difference between the combination of taxable income, untaxed income, and income adjustments on earned income.
Available Income Detail Parent Contribution − IM, IM w/Options	INST_PIM_AI_SEC_nn INST_PIM_AIO_SECnn	Click the Available Income Detail link on the Institutional EFC Summary Detail page.	View information about parents' contribution using institutional methodology. The system displays allowances for taxes, medical/dental expenses, tuition, and other allowances, such as income protection allowance (IPA). Total Allowances is the sum of these allowances. Available Income is the Total Income, shown on the Total Income page, less the Total Allowances.
Available Income Detail Parent Contribution - EFM	INST_PFM_AI_SEC_nn	Click the Available Income Detail link on the Institutional EFC Summary Detail page.	View information about parent's contribution using estimated federal methodology. The system displays allowances for taxes, medical/dental expenses, tuition, and other allowances, such as income protection allowance (IPA). Total Allowances is the sum of these allowances. Available Income is the Total Income, shown on the Total Income page, less the Total Allowances.
Available Income Detail Student Contribution − IM, IM w/Options	INST_SIM_AI_SEC_nn INST_SIM_AIO_SECnn	Click the Available Income Detail link on the Institutional EFC Summary Detail page.	View information about student contribution using your institutional methodology. The system displays allowances for taxes, medical/dental expenses, tuition, and other allowances, such as income protection allowance/monthly maintenance allowance (IPA/MMA). Total Allowances is the sum of these allowances. Available Income is the Total Income, shown on the Total Income page, less the Total Allowances.
Available Income Detail Student EFM	INST_SFM_AI_SEC_nn	Click the Available Income Detail link on the Institutional EFC Summary Detail page.	View information about student contribution using estimated federal methodology. The system displays allowances for taxes, medical/dental expenses, tuition, and other allowances, such as income protection allowance (IPA). Total Allowances is the sum of these allowances. Available Income is the Total Income, shown on the Total Income page, less the Total Allowances.
Net Worth Detail Parent Contribution IM, IM w/Options	INST_PIM_NW_SECnn INST_PIM_NWO_SEC_nn	Click the Net Worth Detail link for Parent Contribution, on the Institutional EFC Summary Detail page.	View detail information about the parents' net worth, the total assets calculated by IM.
Net Worth Detail Parent Contribution − EFM	INST_PFM_NW_SEC_nn	Click the Net Worth Detail link for Parent Contribution, on the Institutional EFC Summary Detail page.	View detail information about parent's net worth, the total assets calculated by EFM.
Net Worth Detail Student Contribution - IM, IM w/Options	INST_SIM_NW_SEC_nn INST_SIM_NWO_SECnn	Click the Net Worth Detail link for Student Contribution, on the Institutional EFC Summary Detail page.	View detail information about student's net worth, the total assets calculated by IM.
Net Worth Student Contribution − EFM	INST_SFM_NW_SEC_nn	Click the Net Worth Detail link on the Institutional EFC Summary Detail page.	View information about student's net worth, the total assets calculated by EFM.
Discretionary Net Worth Income Supplement Detail Parent Contribution - IM, IM w/Options	INST_PIM_DN_SEC_nn INST_PIM_DNO_SECnn	Click the Discretionary Net Worth/Income Supplement Detail link on the Institutional EFC Summary Detail page.	View information on calculated allowances to offset net worth for the parent using institutional methodology.
Discretionary Net Worth Income Supplement Detail Parent Contribution − EFM	INST_PFM_IS_SEC_nn	Click the Discretionary Net Worth/Income Supplement Detail link on the Institutional EFC Summary Detail page.	View information on calculated allowances to offset net worth for the parent using estimated federal methodology.
Discretionary Net Worth Income Supplement Detail Student Contribution − IM, IM w/Options	INST_SIM_DN_SEC_nn INST_SIM_DNO_SECnn	Click the Discretionary Net Worth/Income Supplement Detail link on the Institutional EFC Summary Detail page.	View information on calculated allowances to offset net worth for the student using institutional methodology.
Discretionary Net Worth Income Supplement Detail Student Contribution − EFM	INST_SFM_IS_SEC_nn	Click theDiscretionary Net Worth/Income Supplement Detail link on the Institutional EFC Summary Detail page.	View information on calculated allowances to offset net worth for the student using estimated federal methodology.
Contribution for Student Detail Parent Contribution − IM, IM w/Options	INST_PIM_TC_SEC_nn INST_PIM_TCO_SECnn	Click the Contribution for Student Detail link on the Institutional EFC Summary Detail page.	View information about the parent contribution for the student using institutional methodology.
Contribution for Student Detail Parent Contribution − EFM	INST_PFM_TC_SEC_nn	Click the Contribution for Student Detail link on the Institutional EFC Summary Detail page.	View information about the parent contribution for the student using federal methodology.
Contribution for Student Detail Student Contribution − IM, IM w/Options	INST_SIM_TC_SEC_nn INST_SIM_TCO_SECnn	Click the Contribution for Student Detail link on the Institutional EFC Summary Detail page.	View information about student contribution using institutional methodology.
Contribution for Student Detail Student Contribution − EFM	INST_SFM_TC_SEC_nn	Click the Contribution for Student Detail link on the Institutional EFC Summary Detail page.	View information about student contribution using estimated federal methodology.

Access the Institutional EFC Summary page (select Financial Aid, then select Institutional Application Data, then select View 20nn-20nn IM EFC Detail, then select Institutional EFC Summary).

Image: Institutional EFC Summary page

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

The system displays the Total Income, Available Income, Net Worth, DNW/Inc Supp (Discretionary Net Worth/Income Supplement), and Contribution for Student for both parent and student contribution for the selected student, application source, and aid year.

Click the IM Assumptions link to access the Institutional Assumption Detail page, which describes any INAS assumptions that apply to the student.

Click the Detail links to access detailed information for each displayed amount.

See Reviewing INAS Assumption Codes.

Parent Contribution

EFM totals are always displayed. Select either basic IM or IM with options.

Field or Control	Definition
Base IM	Uses the institutional methodology provided by the College Board.
IM w/Options	Uses the institutional methodology provided by the College Board and reflects override options set up by your institution.
EFM (estimated federal methodology)	Uses the federal methodology formula provided by the College Board to calculate an estimated federal parent contribution.

Student Contribution

EFM totals are always displayed. Select Base IM or IM with Options.

Field or Control	Definition
Base IM	Uses the institutional methodology provided by the College Board.
IM w/Options	Uses the institutional methodology provided by the College Board and reflects override options set up by your institution.
EFM (estimated federal methodology)	Uses the federal methodology formula provided by the College Board to calculate an estimated federal student contribution.

Viewing Institutional EFC Information

Understanding Institutional EFC Calculations

Pages Used to View Institutional EFC

Reviewing an Institutional EFC Summary

Parent Contribution

Student Contribution