Maintaining Institutional Financial Aid Applications

Your institution can gather additional resource information about students and their families by using the College Board PROFILE application which is electronically supported by the System or by entering your institutional application on the pages in this component.

Note: The College Board PROFILE and institutional application data share the same pages. You might unintentionally create multiple institutional aid records for a student from these three sources, which could cause unintended INAS calculation results.

Note: Question marks or blanks on College Board PROFILE data files are converted or appear as zeros in currency based numeric fields.

For further information about the fields in this component, please refer to the College Board's Financial Aid Services Information Center (https://groups.collegeboard.org/fas) for supporting documentation.

This section lists common elements and discusses how to:

  • Review student information.

  • Review custodial parent information.

  • Review non custodial parent information.

  • Review currency information, family information, and institutional questions.

  • Review all computed data for student and parents.

Field or Control

Definition
Need Summary

Click this link to access the Need Summary page, where you can review the student's federal and institutional need calculations.
FM (federal methodology)

Click this link to access the INAS Fed Extension page, where you can override INAS Local Policy Options for federal data.
IM (institutional methodology)

Click this link to access the Institutional Need Calculation Extension 1 page, where you can override INAS Local Policy Options for institutional data.
INAS (institutional need analysis system)

Click this button to calculate an unofficial federal and institutional Expected Family Contribution (EFC) by using the College Board's Institutional Need Analysis System (INAS). A COBOL program is used to perform the INAS calculation.
INAS NCP (institutional need analysis system non custodial parent button)

Click this button to calculate the non custodial parent contribution.

Note: Calculate the non-custodial parent contribution before invoking the regular INAS calculation.

Calculating a non custodial parent contribution creates an INAS Extension record, selects the Use Non-Custodial Parent Contribution check box and populates the PC From Non-Custodial Parent (parent contribution from non-custodial parent) field in INAS Extension 5. After this, when the regular INAS calculation is invoked, the non-custodial parent contribution is added to the Custodial Parent contribution and overall expected family contribution.

The system displays the student's name, ID, HouseHold Type (HHA for Custodial Parent, HHB for Non Custodial Parent, HHA/HHB for both Custodial and Non Custodial Parent), institution, dependency status, application source, and aid year at the top of each review page. These two terms also appear at the top of each review page:

Field or Control

Definition
HouseHold Type (household type)

Displays the type of PROFILE application received:

  • HHA/HHB – both custodial parent and non custodial parent applications received.

  • HHA – only custodial parent application received.

  • HHB – only non custodial parent application received.
HHB Indicated (non custodial parent PROFILE application received indicator)

Displays whether or not a non custodial parent PROFILE application is indicated or can exist for a custodial parent household.

  • Yes – non custodial parent PROFILE application is indicated or can exist for a custodial parent household.

  • No – non custodial parent PROFILE application not indicated or cannot exist for a custodial parent household.

Note: The navigation paths for the pages listed in the following page introduction table are for aid year 20nn-20nn. Oracle supports access for three active aid years with valid INAS calculations. Earlier aid year institutional application data is available for display only at Financial Aid > Financial Aid History > View Archived Application Data > Institutional Application.

Page Name

Definition Name

Navigation

Usage

Student Data

INST_STUDENT_nn

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

View or enter student information.

Custodial Parent Data

INST_PARENT_nn

Financial Aid > Institutional Application Data > Maintain Application 20nn-20nn > Custodial Parent Data

View or enter custodial parent information.

Non Custodial Parent Data

INST_NCPARENT_nn

Financial Aid > Institutional Application Data > Maintain Application 20nn-20nn > Non Custodial Parent Data

View or enter non custodial parent information.

Miscellaneous Data

INST_MISC_nn

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

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

Computation Summary

INST_COMP_SUMM_nn

Financial Aid > Institutional Application Data > Maintain Application 20nn-20nn > Computation Summary

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

Access the Student Data page (Financial Aid > Institutional Application Data > Maintain Application 20nn-20nn > Student Data).

Image: Maintain Institutional Application, Student Data tab (page 1 of 3)

This example illustrates the fields and controls on the Maintain Institutional Application, Student Data tab (page 1 of 3). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Student Data tab (page 1 of 3)

Image: Maintain Institutional Application, Student Data tab (page 2 of 3)

This example illustrates the fields and controls on the Maintain Institutional Application, Student Data tab (page 2 of 3). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Student Data tab (page 2 of 3)

Image: Maintain Institutional Application, Student Data tab (page 3 of 3)

This example illustrates the fields and controls on the Maintain Institutional Application, Student Data tab (page 3 of 3). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Student Data tab (page 3 of 3)

Bio/Demo and Citizenship Data

The data for the fields in this group box are populated from Campus Community Bio/Demo data.

Field or Control

Definition
National ID

Displays the student's National ID.

Note: If the PROFILE Application type = 4 (International PROFILE) and the National ID is blank, the student is loaded into PROFILE Staging with XXX-XX-XXXX. This permits Search/Match to take place and potentially load the student into the Institutional Application tables with the NID rendered as XXX-XX-XXXX.
Reported Country

Displays the student's reported country if not United States of America.
Bio/Demo Citizenship Status

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

CSS Data

Field or Control

Definition
CSS ID (college scholarhship service ID)

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

Displays a unique lifetime ID assigned to the student's record by the PROFILE system.
Application Type

Displays:

  • 1 if the application is a Domestic PROFILE.

  • 2 if the application is a Canadian PROFILE.

  • 3 if the application is an International PROFILE.

Student's Information

Field or Control

Definition
Financial Aid Status

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

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

Student's Income/Benefits/Resources – Base (Prior Prior Year)

These fields are items from the United States federal income tax forms or data gathered from other applicable sources such as an institutional application or a third party source.

Student's Income/Benefits/Resources – Base+2 (Anticipated Year)

Field or Control

Definition
Receive Tuition Benefits

Indicate whether or not the student receives tuition benefits from the parents' employers.
Agencies/Foundation Support

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

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

Student's Assets – Current

Field or Control

Definition
Price

Enter purchase price of the student's home.

Student's Expenses – Base+1 (Recent Year)

Field or Control

Definition
Child Support Paid

Enter the child support paid by the student.
Medical/Dental

Enter the medical and/or dental out of pocket expenses paid by the student.
Veterans Benefits

Enter the monthly amount of VA Benefits received by the student.
Months

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

Access the Custodial Parent Data page (Financial Aid > Institutional Application Data > Maintain Application 20nn-20nn > Custodial Parent Data).

Image: Maintain Institutional Application, Custodial Parent Data tab (page 1 of 6)

This example illustrates the fields and controls on the Maintain Institutional Application, Custodial Parent Data tab (page 1 of 6). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Custodial Parent Data tab (page 1 of 6)

Image: Maintain Institutional Application, Custodial Parent Data tab (page 2 of 6)

This example illustrates the fields and controls on the Maintain Institutional Application, Custodial Parent Data tab (page 2 of 6). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Custodial Parent Data tab (page 2 of 6)

Image: Maintain Institutional Application, Custodial Parent Data tab (page 3 of 6)

This example illustrates the fields and controls on the Maintain Institutional Application, Custodial Parent Data tab (page 3 of 6). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Custodial Parent Data tab (page 3 of 6)

Image: Maintain Institutional Application, Custodial Parent Data tab (page 4 of 6)

This example illustrates the fields and controls on the Maintain Institutional Application, Custodial Parent Data tab (page 4 of 6). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Custodial Parent Data tab (page 4 of 6)

Image: Maintain Institutional Application, Custodial Parent Data tab (page 5 of 6)

This example illustrates the fields and controls on the Maintain Institutional Application, Custodial Parent Data tab (page 5 of 6). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Custodial Parent Data tab (page 5 of 6)

Image: Maintain Institutional Application, Custodial Parent Data tab (page 6 of 6)

This example illustrates the fields and controls on the Maintain Institutional Application, Custodial Parent Data tab (page 6 of 6). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Custodial Parent Data tab (page 6 of 6)

Parent's Household

Field or Control

Definition
Date of Remarriage

Displays the date the parent remarried if the Marital Status Code is Remarried.

Parent's Income and Benefits – Base (Prior Prior Year)

These fields are items from the United States federal income tax forms or data gathered from other applicable sources such as an institutional application or a third party source.

Field or Control

Definition
Child Support Received Student

Enter child support received by the parents for their dependent children.

Parent's Income and Benefits – Base+1 (Recent Year)

These fields are items from the United States federal income tax forms or data gathered from other applicable sources such as an institutional application or a third party source.

Parent's Income and Benefits – Base+2 (Anticipated Year)

These fields are items from the United States federal income tax forms or data gathered from other applicable sources such as an institutional application or a third party source.

Field or Control

Definition
Non-Custodial Parent Contribution

The amount the non-custodial parent has offered to pay for the student's educational expenses.

Parent's Assets – Current

Field or Control

Definition
Owed to Parent by Others

Enter the amount owed to parents by others
Annual Debt Income

The annual income realized by the parents from debts owed to them.
Value of Other Assets

Enter the value of any assets not already reported.
Price

Enter purchase price of the parents' home.
Real Estate Purchase Year

Enter purchase year of any other real estate.
Price

Enter purchase price of any other real estate.

Parents' Expenses – Base (Prior Prior Year)

Enter the parents' expenses from the Base Year for these fields.

Field or Control

Definition
Other Expenses

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

Parents' Expenses – Base+1 (Recent Year)

Enter the parents' expenses from the Recent Year for these fields.

Academic Year

Field or Control

Definition
Other Tuition Paid

The amount of private elementary/secondary tuition expected to be paid by the parents during the academic year.
Number of Tuition Paid

The number of children for which private elementary/secondary tuition is expected to be paid by the parents during the academic year.

Parents' Information

Field or Control

Definition
Parent Type 1 and Parent Type 2

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

Computed Age 1 and Computed Age 2

Indicates the calculated age for the parent.
Custodial Parent

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

Currency Information

Field or Control

Definition
Currency Code

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

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

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

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

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

Explanation / Certification

Field or Control

Definition
Special Circumstances

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

Displays the actual explanations and special circumstances text provided by the filer.

Access the Non Custodial Parent Data page (Financial Aid > Institutional Application Data > Maintain Application 20nn-20nn > Non Custodial Parent Data).

Please refer to the “Reviewing Custodial Parent Information” section of this topic for similar screen shots and field descriptions. Notable exceptions are in this section.

Parents' Expenses – Base (Prior Prior Year)

Enter the parents' expenses from the Base Year for these fields.

Field or Control

Definition
Child Support Paid Student

Enter child support that the non custodial parent paid during the tax year for support of the student.

Access the Miscellaneous Data page (Financial Aid > Institutional Application Data > Maintain Application 20nn-20nn > Miscellaneous Data).

Image: Maintain Institutional Application, Miscellaneous Data tab

This example illustrates the fields and controls on the Maintain Institutional Application, Miscellaneous Data tab. You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Miscellaneous Data tab (2 of 2)

FNAR Messages

The system displays the Financial Need Analysis Report (FNAR) message number, message text, and message Values 1 through 5, if any. These College Board PROFILE messages inform you about processing exceptions to data received and assumptions that should be taken into consideration when reviewing the institutional application.

Assumption Messages

The system displays the CSS INAS IM Assumptions alphanumeric code, message text, and value, if any. These are the INAS Assumptions triggered during the need analysis methodology and include the full text of the e-FNAR assumption generated by the PROFILE system and any corresponding values.

Institutional Questions

Field or Control

Definition
Number

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

Answer to the question shown in the Number field.

Access the Computation Summary page (Financial Aid > Institutional Application Data > Maintain Application 20nn-20nn > Computation Summary).

Image: Maintain Institutional Application, Computation Summary tab (page 1 of 4)

This example illustrates the fields and controls on the Maintain Institutional Application, Computation Summary tab (page 1 of 4). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Computation Data tab (page 1 of 4)

Image: Maintain Institutional Application, Computation Summary tab (page 2 of 4)

This example illustrates the fields and controls on the Maintain Institutional Application, Computation Summary tab (page 2 of 4). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Computation Data tab (page 2 of 4)

Image: Maintain Institutional Application, Computation Summary tab (page 3 of 4)

This example illustrates the fields and controls on the Maintain Institutional Application, Computation Summary tab (page 3 of 4). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Computation Data tab (page 3 of 4)

Image: Maintain Institutional Application, Computation Summary tab (page 4 of 4)

This example illustrates the fields and controls on the Maintain Institutional Application, Computation Summary tab (page 4 of 4). You can find definitions for the fields and controls later on this page.

Maintain Institutional Application, Computation Data tab (page 4 of 4)

This page is designed to display computed need analysis results based on both the parent's and student's information. Therefore, the page displays a Parent Contribution Section and a Student Contribution Section. The following sections describe what each column represents.

Note: Computation tables display no intermediate values until the INAS calculation is called using batch or online calculation.

Note: To more closely align interim calculation results with the Estimated Federal Methodology (EFM) computation worksheets from the College Board, the Computation Summary page displays an N/A value for several fields. For parents of dependent students and independent students with dependents, EFM calculations display N/A for From Income, From Assets, Total Contribution - Income and Total Contribution - Assets fields.

Contribution Summary

The PARENT CONTRIBUTION section displays three columns: IM Base, IM w/Options, and EFM.

  • The IM Base column displays standard base INAS calculations. Although the IM Base calculation is not delivered as part of the PROFILE record, Oracle supports calculating the College Board's IM Base calculation if INAS is invoked after the initial load of the PROFILE record.

  • The IM w/Options column is the result of using the institutional options that you set up when you defined your institutional methodology. IM w/Options is delivered as part of the PROFILE record.

  • The EFM column displays the estimated federal methodology amount. Financial aid administrators are reminded that the EFM is always estimated and never official.

The STUDENT CONTRIBUTION section displays three columns: IM Base, IM w/ Options, and EFM.

  • The IM Base column displays standard base INAS calculations. Although the IM Base calculation is not delivered as part of the PROFILE record, Oracle supports calculating the College Board's IM Base calculation if INAS is invoked after the initial load of the PROFILE record.

  • The IM w/Options column is the result of using the institutional options that you set up when you defined your institutional methodology. IM w/Options is delivered as part of the PROFILE record.

  • The EFM column displays the estimated federal methodology amount. Financial aid administrators are reminded that the EFM is always estimated and never official.

Field or Control

Definition
Total Income

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

Custodial Parent Information

The system displays the calculations for Total Income, Total Contribution, Number in College Adjustment, Contribution for Student, contribution From Income, and contribution From Assets for Parent's Contribution and Student's Contribution.

For the PARENT CONTRIBUTION IM Base:

Field or Control

Definition
Percent Income

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

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

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

For the PARENT CONTRIBUTION IM w/Options

Field or Control

Definition
Percent Income

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

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

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

Education Savings Calculations

The system displays the Parent's and the Student's Annual Education Savings Allowance (AESA) and Cumulative Education Savings Allowance (CESA) calculations. These are PROFILE specific calculated values used in INAS calculations for Institutional Methodology.

Income

The system displays the calculations for Taxable Income, Untaxed Income, Adjustments to Income, and Total Income for Parent's Contribution and Student's Contribution.

Allowances

The system displays the calculations for U.S. Income Tax, FICA Taxes, Medical/Dental, Elementary/Secondary Tuition, Employment Allowance, Annual Education Savings, Income Protection Allowance/MMA, Total Allowances, Calculated Available Income, and Available Income for Parent's Contribution and Student's Contribution. The Total Contribution - Income amount is the sum of all the fields in the Allowances section.

Assets

The system displays the calculations for Cash Savings, IRA Value, Home Equity, Real Estate/Investment Equity, Adjusted Business/Farm Value, Sibling's Assets/Prepaid Tuition, Value of Trusts, and Net Worth for Parent's Contribution and Student's Contribution.

The system displays the calculations for Emergency Reserve Allowance, Cumulative Education Savings, Low Income Asset Allowance, Discretionary Net Worth, Asset Protection Allowance, Conversion Percentage, and Income Supplement for Parent's Contribution and Student's Contribution. The Total Contribution - Assets amount is the sum of all the fields in the Assets section.

Non Custodial Parent Computation Summary Data

  • Education Saving Calculation – Displays the non custodial parents’ Annual Education Savings Allowance (AESA) and Cumulative Education Savings Allowance (CESA) calculations. These are PROFILE specific calculated values used in INAS calculations for Institutional Methodology.

  • IM Options Non Custodial Parents Contribution – Displays a logical grouping for the Non Custodial Parent Contribution results under the IM options computation.

  • Non Custodial Parent Base Adjustment – Displays a logical grouping for the data elements for the biological/adoptive parent base computation results.