2022-2023 Configured Baseline Documents

This topic includes the Oracle-delivered configuration for the 2022-2023 Award Year for the Documents Guide.

Document Name	Document Code	Active Document Dates	Manual Review Required?	Document Request Message
1099G	1099G	Aid Year	No	Your 2020 1099-G is required to complete your financial aid verification process. Form 1099-G is requested to report unemployment compensation as well as any state or local income tax refunds you received that year.
Amended Tax Return Form 1040x	1040x	Aid Year	No	Your 2020 tax return is required to complete your financial aid verification process. The Amended U.S. Individual Income Tax Return is used for taxpayers who needed to correct mistakes made on Tax Form 1040.
Foreign Tax Transcript	ForeignTaxTranscript	Aid Year	No	Your 2020 foreign tax transcript is required to complete your financial aid verification process. A Foreign Tax Transcript is used for a person who has returns from a foreign nation in a given tax year.
High School Diploma Equivalency Statement	HighSchoolStatement	Aid Year	Yes	Your high school diploma equivalency statement is required to complete your financial aid verification process. A high school diploma equivalency statement should be used to verify secondary education if other document types are not available due to COVID 19.
IRS Tax Extension Approval	IRSExtensionApproval	Aid Year	No	Your 2020 extension approval form is required to complete your financial aid verification process. This form is used to verify the IRS’s approval of an extension beyond the automatic six-month extension for the appropriate tax year.
IRS Tax Extension Form 4868	IRSForm4868	Aid Year	No	Your 2020 extension form is required to complete your financial aid verification process. IRS Extension Form 4868 is used for taxpayers who are not able to file their federal individual income tax return by the due date, and are not able to get an automatic 6-month extension of time to file.
IRS Tax Return 1040	1040	Aid Year	No	Your 2020 tax return is required to complete your financial aid verification process. Your 2020 Individual Income Tax Return is the annual income tax return filed by citizens or residents of the United States and must be include all signatures of the tax filers.
Non-filing Statement	NonFilingStatement	Aid Year	Yes	Your non-filing statement is required to complete your financial aid verification process. A Verification of Non-filing (VNF) should be requested from the IRS stating that you have not filed an IRS income tax return for the requested tax year. If you are not able to obtain a VNF from the IRS or relevant tax authority, you may submit a statement certifying your attempt. If you are a dependent student, you can provide a statement certifying your non filing status, and are not required to request a VNF from the IRS or relevant tax authority.
Professional Judgment Application	PJApp	Aid Year	Yes	A professional judgment application may be requested to allow a financial aid administrator to review your unique situation and adjust the cost of attendance or data in the FAFSA used to calculate your EFC.
Rollover Statement	RolloverStatement	Aid Year	No	Your 2020 statement is required to complete your financial aid verification process. Your FAFSA indicates that an IRS rollover was reported on your federal tax return for the specified tax year. Please confirm the amount of the IRS-authorized rollover amount reported on the return. For your reference, a rollover is described as the following: Untaxed portions of IRA distributions and portions are reported as lines 4a minus 4b on the 1040. Sometimes, these amounts are "rolled over" into another qualified IRA, pension, or annuity plan, so these rollover amounts are not actually received as untaxed income. The rollover amount is verified and subtracted from the untaxed IRA distribution amount or untaxed pension and annuity distribution amount, as applicable. The rollover amount cannot be a negative number.
SAP Appeals Request	SAPAppealRequest	Aid Year	Yes	A sap appeal may be requested to allow a financial aid administrator to review your unique situation and adjust your recent satisfactory academic progress record for the latest period.
Self Employment Statement	SelfEmploymentStatement	Aid Year	No	A 2020 self employment statement is required to complete your financial aid verification process. If self-employed, please provide a signed statement with the amounts of your AGI and U.S. income taxes paid for the tax year.
Statement of Education Purpose - Campus	SOEP-Campus	Aid Year	No	Your statement is required to complete your financial aid verification process. Your application for financial aid has been selected for verification. Verification is a process mandated by the U.S. Department of Education that requires the school to compare the information you reported on your Free Application for Federal Student Aid (FAFSA) to this document, and request additional information if necessary. Students must sign a statement of educational purpose that certifies who you are and that the federal student aid that you may receive will only be used for educational purposes and for the cost of attending the school for this Aid Year. Please complete the Statement of Education Purpose letter you received in person at your school and present a valid, unexpired, government-issued photo identification (ID) such as a passport or a driver’s license or other state-issued ID, then submit the signed document.
Statement of Education Purpose - Notary	SOEP-Notary	Aid Year	Yes	Your statement is required to complete your financial aid verification process. Your application for financial aid has been selected for verification. Verification is a process mandated by the U.S. Department of Education that requires the school to compare the information you reported on your Free Application for Federal Student Aid (FAFSA) to this document, and request additional information if necessary. Students must sign a statement of educational purpose that certifies who you are and that the federal student aid that you may receive will only be used for educational purposes and for the cost of attending the school for this Aid Year. Please complete the Statement of Education Purpose letter you received in person at your school and present a valid, unexpired, government-issued photo identification (ID) such as a passport or a driver’s license or other state-issued ID. If you are unable to appear at your school, you must go to a notary public and sign the statement of educational purpose, then submit the signed document, including the certification stamp from the notary.
Student Statement	StudentStatement	Aid Year	Yes	A student statement is required to complete your financial aid verification process. Please provide a signed statement with information about your specific situation to be reviewed by a financial aid advisor.
US Tax Return Transcript	TaxReturnTranscript	Aid Year	No	Your 2020 tax return is required to complete your financial aid verification process. A tax return transcript should be requested from the IRS, which shows most line items from your tax return (Form 1040) as it was originally filed, including any accompanying forms and schedules. It does not reflect any changes you, your representative, or the IRS made after the return was filed.
Verification Worksheet Independent	VW-Ind	Aid Year	No	Your verification worksheet is required to complete your financial aid verification process. Your application for financial aid has been selected for verification. Verification is a process mandated by the U.S. Department of Education that requires the school to compare the information you reported on your Free Application for Federal Student Aid (FAFSA) to this worksheet, and request additional information if necessary.
Verification Worksheet Dependent	VW-Dep	Aid Year	No	Your verification worksheet is required to complete your financial aid verification process. Your application for financial aid has been selected for verification. Verification is a process mandated by the U.S. Department of Education that requires the school to compare the information you reported on your Free Application for Federal Student Aid (FAFSA) to this worksheet, and request additional information if necessary.
W2	W2	Aid Year	No	Your 2020 W2 is required to complete your financial aid verification process. Form W-2's are provided to employees from every employer engaged in a trade or business who pays for work or a service, including non-cash payments of $600 or more for the year, from whom: Income, social security, or Medicare tax was withheld. Income tax would have been withheld if the employee had claimed no more than one withholding allowance or had not claimed exemption from withholding on Form W-4, Employee's Withholding Allowance Certificate.
Non-Driver's License Identification Card	NonDriversLicenseID	Expiration Date	No	Your identification card is required to complete your financial aid verification process. DMV offers identification cards to residents who need an official form of identification, but do not want or need a driver license.
Passport	Passport	Expiration Date	No	Your passport is required to complete your financial aid verification process. A passport is an official document issued by a government, certifying the holder's identity and citizenship and entitling them to travel under its protection to and from foreign countries and should contain the holder's name, place and date of birth, an issuing agency and an expiration date.
State-issued Driver's License	DriversLicense	Expiration Date	No	Your driver's license is required to complete your financial aid verification process. A driver's license is an official document used for identification that permits a specific individual to operate one or more types of motorized vehicles, such as a motorcycle, car, truck, or bus on a public road.
State-issued Identification Card	StateIssuedID	Expiration Date	No	Your identification card is required to complete your financial aid verification process. DMV offers identification cards to residents who need an official form of identification, but do not want or need a driver license.
Death Certificate	DeathCertificate	Lifetime	Yes	Your death certificate is required to complete your financial aid verification process. The death certificate should be the official statement, signed by a physician, indicating the cause, date, and place of the person's death.
GED Certificate	GEDCert	Lifetime	No	Your GED Certificate is required to complete your financial aid verification process. The General Education Development/ General Education Diploma (GED) or High School Equivalency Certificate, shows that you have a level of knowledge equivalent to a high school graduate and is used to verify secondary education.
GED Transcript	GEDTranscript	Lifetime	No	Your GED Transcript is required to complete your financial aid verification process. General Education Development/ General Education Diploma (GED) transcripts provide a substantial verification of your academic history. Refer to the GED Testing Service to find specific directions for your individual state and follow the requirements to request a copy of your transcripts.
High School Diploma	HSDiploma	Lifetime	No	Your high school diploma is required to complete your financial aid verification process. An official high school diploma should be received upon successful graduation from high school and is used to verify secondary education.
High School Transcript	HSTranscript	Lifetime	No	Your high school transcript is required to complete your financial aid verification process. High school transcripts provide a substantial verification of your academic history. Refer to your high school to find specific directions and follow the requirements to request a copy of your transcripts.
Home School Certificate	HomeSchoolCert	Lifetime	No	Your home school certificate is required to complete your financial aid verification process. A home school certificate can be received upon successful completion of a home school program and is used to verify secondary education.
Legal Name Change Document	LegalNameChange	Lifetime	Yes	Your legal name change document is required to complete your financial aid verification process. The government-issued document evidencing your legal name change under federal or state law.
Marriage Certificate	MarriageCertificate	Lifetime	Yes	Your marriage certificate is required to complete your financial aid verification process. An original or certified copy of your marriage certificate evidencing your legal name change under federal or state law.
Secondary School Leaving Certificate	SecondarySchoolLeavingCert	Lifetime	No	Your certificate is required to complete your financial aid verification process. The Secondary School Leaving Certificate is a certification obtained by a student on successful completion of an examination at the end of study at the secondary schooling level.
State High School Equivalency Certificate	StateHSEquivalencyCert	Lifetime	No	Your certificate is required to complete your financial aid verification process. For students who left high school before graduation may complete an examination to secure a high school equivalency credential and will be awarded a certificate.