Support of 24/25 Verification Worksheets

The Dependent and Independent Verification Worksheet Smartforms have been updated to support 24/25 Verification Requirements.  Due to most contributors being required to get their financial information from the IRS, the Smartforms have been simplified for the 24/25 award year.

Dependent Verification Worksheet Updates

  • Updated the header language to support the 24/25 award year
  • Renamed Section Household Information to Family Size Information
  • Updated the Family Size Information section to the following language:
    • Below is your parent's marital status and number of family members from the FAFSA. Please verify the correct information by listing ALL of the members in your parent's household in the table below. Include:
      • Yourself
      • Your parents, even if you are not living with them.
        • Exclude a parent who has died or is not living in the household because of separation or divorce.
        • Include a parent who is on active duty in the U.S. Armed Forces apart from the family.
      • Your siblings if all the following are true:
        • They live with your parents (or live apart because of college enrollment)
        • They receive more than half of their support from your parents
        • They will continue to receive more than half their support from the student¿s parents between July 1, 2024 and June 30, 2025
      • Other persons if all the following are true:
        • They live with your parents
        • They receive more than half of their support from your parents
        • They will continue to receive more than half their support from the students parents between July 1, 2024 and June 30, 2025
    • Updated the Please note text to the following:
      • The provided criteria for dependent children or other persons align with the requirement that family size align with whom your parent could claim as a dependent on a U.S. tax return if your parent were to file a U.S tax return at the time of completing the 2024-2025 FAFSA.  As a result, your parent should not include any unborn children in the family size. 
  • Updated Family Member Smart Table to look at the following:
    • For Parent's Number of Family members use the following ISIR fields in order:
      • If Parent Updated Family Size (PARENT_UPDATEDFAMILYSIZE) is NOT blank display that value to the user and populate the number of rows in the table for this value
      • If Parent Updated Family Size is blank display Assumed Parent Family Size (FPS_ASSUMEDPARENTFAMILYSIZE) value if not blank to the user and populate the number of rows in the table for this value
      • If Parent Updated Family Size (PARENT_UPDATEDFAMILYSIZE) and Assumed Parent Family Size (FPS_ASSUMEDPARENTFAMILYSIZE) are both blank, populate the Assumed Parent Family Size (FPS_ASSUMEDPARENTFAMILYSIZE) as 0 and populate 1 row on the table
    • Removed the Number in college question
    • From the fillable content section, removed the column College as it is no longer required
    • Removed the student and parent tax information questions as they are no longer required

Independent Verification Worksheet Updates

  • Updated the header language to support the 24/25 award year
  • Renamed Section Household Information to Family Size Information
  • Updated the Family Size Information section to the following language for Independent Verification Worksheet:
    • Below is your marital status and number of family members from the FAFSA. Please verify the correct information by listing ALL of the members in your household in the table below. Include:
      • Yourself
      • Your spouse, if applicable
      • Your dependent children if all the following are true:
        • They live with you (or live apart because of college enrollment)
        • They receive more than half of their support from you
        • They will continue to receive more than half their support from you between July 1, 2024 and June 30, 2025
      • Other persons if all the following are true:
        • They live with you
        • They receive more than half of their support from you
        • They will continue to receive more than half their support from you between July 1, 2024 and June 30, 2025
    • Updated the Please note text to the following: 
      • The provided criteria for dependent children or other persons align with the requirement that family size align with whom you could claim as a dependent on a U.S. tax return if the you were to file a U.S tax return at the time of completing the 2024-2025 FAFSA. As a result, you should not include any unborn children in the family size. 
    • Updated Family Member Smart Table to look at the following:
      • If Student Updated Family Size (STUDENT_UPDATEDFAMILYSIZE) is NOT blank display that value to the user and populate the number of rows in the table for this value
      • If Student Updated Family Size is blank display Assumed Student Family Size (FPS_ASSUMEDSTUDENTFAMILYSIZE) value if not blank to the user and populate the number of rows in the table for this value
      • If Student Updated Family Size (STUDENT_UPDATEDFAMILYSIZE) and Assumed Student Family Size (FPS_ASSUMEDSTUDENTFAMILYSIZE) are both blank populate the Assumed Student Family Size (FPS_ASSUMEDSTUDENTFAMILYSIZE) as 0 and populate 1 row on the table
    • Removed the Number in college question
    • From the fillable content section removed the column College as it is no longer required
    • Removed the student tax information questions as they are no longer required

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Student Financial Aid

  • Add configuration to support 24/25 Verification Worksheets, see Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1) for further details of how this is delivered with our baseline configuration 
    • Add 24/25 Dependent and Independent Verification Worksheets to Documents Configuration Workbook
    • Add 24/25 DocMetaData fields for the Independent and Dependent Verification Worksheets
    • Configure 24/25 ISIR Verification Rules for V1 (Standard) and V5 (Aggregate) Verification Groups to request the Verification Smartforms
  • Load 24/25 ISIRs selected for Verification that request the Dependent and Independent Verification Worksheets in your test environment to ensure they are working as expected
  • Apply Verification updates to your Production environment

Tips And Considerations

To ensure the Verification Worksheet Smartforms work correctly, make sure to configure your DocMetaData fields correctly by only including the required fields for 24/25.  The fields have changed from 23/24.  

Key Resources