2024-2025 ISIR Document Request Rules and Code Clearing Logic
This is the 2024-2025 ISIR Document Request Rules and Code Clearing Logic for Student Financial Aid (SFA).
Overview
A student's Institutional Student Information Record (ISIR) from the U.S. Department of Education (ED) is evaluated when received to determine if the student is selected for verification and to which Verification Group they have been assigned.
- Ind (C-Code 299) - student independent from parents.
- Dep (C-Code 298) - student dependent upon parents.
- V1 - Standard Verification Tracking Group.
- V4 - Custom Verification Tracking Group.
- V5 - Aggregate Verification Tracking Group.
- Independent Students: Standard Verification Tracking Group (IndV1)
- Independent Students: Custom Verification Tracking Group (IndV4)
- Independent Students: Aggregate Verification Tracking Group (IndV5)
- Dependent Students: Standard Verification Tracking Group (DepV1)
- Dependent Students: Standard Verification Tracking Group (DepV4)
- Dependent Students: Standard Verification Tracking Group (DepV5)
The Verification Tracking Groups broadly determine what documents are required for a student to clear verification. Verification requirements are further refined within each Group based on dependency status, tax filing status, and other factors. Students may move from one Group to another during the course of verification. This topic describes the logic for all three Groups and the various scenarios under each Group.
Requests for any required documents are triggered based on the appropriate logic for the student. Upon receipt of all required documents, additional review of the student's ISIR and document data determines if any more documentation or manual review is required before clearing verification.
For additional information about Verification, refer to the Application and Verification Guide on the ED website.
Criteria for Independent Students: Standard Verification Tracking Group (IndV1)
The V1 Verification Tracking Group is the Standard Verification Group. Students in this group must verify this information:
- If they are tax filers:
- adjusted gross income.
- income earned from work
- U.S. income tax paid.
- untaxed portions of IRA distributions.
- untaxed portions of pensions.
- IRA deductions and payments.
- tax-exempt interest income.
- education credits.
- foreign income exempt from federal taxation.
- family size.
- If they are not tax filers:
- income earned from work.
- household size.
- 1 (Correctional Facility Address file),
- 2 (Received via P.O. Box at IDC), or
- 3 (Incarcerated Applicant Flag set in FAA Access)
The Independent Verification Worksheet is only requested in scenarios where the Student Updated Family Size (Field 580) and/or Assumed Student Family Size (Field 329) values are not blank. When these values are not blank the student must provide all of their family information.
- Student Untaxed IRA distributions (Field 870)
- Student IRA deductible and payments (Field 871)
- Student Untaxed Portions of IRA Distributions (Field 91)
- Student IRA Rollover (Field 92)
- Student Spouse Untaxed IRA distributions (Field 890)
- Student Spouse IRA deductible and payments (Field 891)
- Student Spouse Untaxed Portions of IRA Distributions (Field 151)
- Student Spouse IRA Rollover (Field 152)
One of the following documents: Tax Transcript, 1040, 1040x, or Foreign Tax Transcript documents is requested from Student and/or Student Spouse if the following fields have a value greater than 0:
- Student Foreign Income Tax Exclusion (Field 103)
- Student Spouse Foreign Income Tax Exclusion (Field 161)
- Student Filed 1040 or 1040NR
Yes or Blank.
- Student IRS Response
Code
(200) Successful Request.
- Requested
Documents
SFA doesn't request any tax documents because Standard Verification is not required.
- Code Clearing
Logic
SFA clears this code automatically.
- Student Filed 1040 or 1040NR
Yes or Blank.
- Student IRS Response Code
(200) Successful Request.
- Student Spouse IRS Response Code
(200) Successful Request.
- Requested Documents
SFA doesn't request any tax documents because Standard Verification is not required.
- Code Clearing Logic
SFA clears this code automatically.
- Student Filed 1040 or 1040NR
Yes or Blank.
- Student IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
SFA requests one of these Tax-Related Information documents to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received with an Acceptable status.
- Student Filed 1040 or 1040NR
Yes or Blank.
- Student IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Student Spouse IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
SFA requests one of these Tax-Related Information documents from both the student and the student's spouse to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received with an Acceptable status.
- Student Filed 1040 or 1040NR
No.
- Student Filed non-U.S. Tax Return
Yes.
- Student Spouse Filed 1040 or 1040NR
No.
- Student Spouse Filed non-U.S. Tax Return
Yes.
- Requested Documents
SFA requests this Tax-Related Information document from both the student and the student's spouse to verify:
-
Foreign Tax Transcript
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received with an Acceptable status.
- Student Filed 1040 or 1040NR
No.
- Student Filed non-U.S. Tax Return
No.
- Student IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Student Spouse Filed 1040 or 1040NR
No.
- Student Spouse Filed non-U.S. Tax Return
No.
- Student Spouse IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
SFA requests one of these Tax-Related Information documents from both the student and the student's spouse to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received with an Acceptable status.
Criteria for Independent Students: Custom Verification Tracking Group (IndV4)
The V4 Verification Tracking Group is the Custom Verification Group. Students must verify identity/statement of educational purpose.
IndV4 Scenario: All Students- Requested
Documents
One document from each of these groups is requested:
- Identity:
- Drivers License.
- Non-Drivers License ID.
- State Issued ID.
- Passport.
- Statement of
Educational Purpose (SOEP):
- SOEP-Campus.
- SOEP-Notary.
- Identity:
- Code Clearing
Logic
-
If student has an Acceptable document from each group (Identity and SOEP), then SFA clears this C-Code.
-
If ISIR Corrections were submittedS, then SFA clears this C-Code upon receipt of the Corrected ISIR.
-
Criteria for Independent Students: Aggregate Verification Tracking Group (IndV5)
The V5 Verification Tracking Group is the Aggregate Verification Group. Students must verify identity/statement of educational purpose, in addition to the items in the Standard Verification Group.
- 1 (Correctional Facility Address file),
- 2 (Received via P.O. Box at IDC), or
- 3 (Incarcerated Applicant Flag set in FAA Access)
The Independent Verification Worksheet is only requested in scenarios where the Student Updated Family Size (Field 61) and/or Assumed Student Family Size (Field 329) values are not blank. When these values are not blank the student must provide all of their family information.
The Rollover Statement is only requested from Student and/or Student Spouse if these fields have a value greater than 0:
- Student Untaxed IRA distributions (Field 870)
- Student IRA deductible and payments (Field 871)
- Student Untaxed Portions of IRA Distributions (Field 91)
- Student IRA Rollover (Field 92)
- Student Spouse Untaxed IRA distributions (Field 890)
- Student Spouse IRA deductible and payments (Field 891)
- Student Spouse Untaxed Portions of IRA Distributions (Field 151)
- Student Spouse IRA Rollover (Field 152)
One of the following documents: Tax Transcript, 1040, 1040x, or Foreign Tax Transcript documents is requested from Student and/or Student Spouse if the following fields have a value greater than 0:
- Student Foreign Income Tax Exclusion (Field 103)
- Student Spouse Foreign Income Tax Exclusion (Field 161)
- One document from each of these
groups is requested:
- Identity:
- Drivers License.
- Non-Drivers License ID.
- State Issued ID.
- Passport.
- Statement of
Educational Purpose (SOEP):
- SOEP-Campus.
- SOEP-Notary.
- Identity:
- Student Filed 1040 or 1040 NR:
Yes or Blank.
- Student IRS Response Code
(200) Successful Request.
- Requested Documents
SFA doesn't request any tax documents because Standard Verification is not required.
- Code Clearing Logic
SFA clears this code automatically.
- Student Filed 1040 or 1040 NR:
Yes or Blank.
- Student IRS Response Code
(200) Successful Request.
- Student Spouse Filed 1040 or 1040 NR:
Yes or Blank.
- Student Spouse IRS Response Code
(200) Successful Request.
- Requested Documents
SFA doesn't request any tax documents because Standard Verification is not required.
- Code Clearing Logic
SFA clears this code automatically.
- Student Filed 1040 or 1040 NR:
Yes or Blank.
- Student IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
SFA requests one of these Tax-Related Information documents from both the student and the student's spouse to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
- Student Filed 1040 or 1040 NR:
Yes or Blank.
- Student IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Student Spouse Filed 1040 or 1040 NR
Yes or Blank.
- Student Spouse IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
SFA requests one of these Tax-Related Information documents from both the student and the student's spouse to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
- Student Filed 1040 or 1040 NR:
No.
- Student Filed a non-U.S. Tax Return:
Yes.
- Student Spouse Filed 1040 or 1040 NR:
No.
- Student Spouse Filed a non-U.S. Tax
Return:
Yes.
- Student Spouse Filed 1040 or 1040 NR
Yes or Blank.
- Requested Documents
SFA requests one of these Tax-Related Information documents from both the student and the student's spouse to verify:
-
Foreign Tax Transcript
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
- Student Filed 1040 or 1040 NR:
No.
- Student Filed non-U.S. Tax Return:
No.
- Student IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Student Spouse Filed 1040 or 1040 NR:
No.
- Student Spouse Filed non-U.S. Tax Return:
No.
- Student Spouse IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
SFA requests one of these Tax-Related Information documents from both the student and the student's spouse to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
Criteria for Dependent Students: Standard Verification Tracking Group (DepV1)
The V1 Verification Tracking Group is the Standard Verification Group. Dependent students in this group must verify this information if their parents are tax filers:
If they are tax filers:- adjusted gross income.
- income earned from work
- U.S. income tax paid.
- untaxed portions of IRA distributions.
- untaxed portions of pensions.
- IRA deductions and payments.
- tax-exempt interest income.
- education credits.
- foreign income exempt from federal taxation.
- family size.
- income earned from work.
- household size.
- 1 (Correctional Facility Address file),
- 2 (Received via P.O. Box at IDC), or
- 3 (Incarcerated Applicant Flag set in FAA Access)
The Dependent Verification Worksheet is only requested in scenarios where the Parent Updated Family Size (Field 183) and/or Assumed Parent Family Size (Field 330) values are not blank. When these values are not blank the parent must provide all of their family information.
-
- Student Untaxed IRA distributions (Field 870)
- Student IRA deductible and payments (Field 871)
- Student Untaxed Portions of IRA Distributions (Field 91)
- Student IRA Rollover (Field 92)
- Parent Untaxed IRA distributions (Field 910)
- Parent Spouse Untaxed IRA distributions (Field 930)
- Parent Spouse IRA deductible and payments (Field 931)
- Parent Untaxed Portions of IRA Distributions (Field 201)
- Parent IRA Rollover (Field 202)
- Parent Spouse Untaxed Portions of IRA Distributions (Field 241)
- Parent Spouse IRA Rollover (Field 242)
One of the following documents: Tax Transcript, 1040, 1040x, or Foreign Tax Transcript documents will be requested from Student, or Parent, or Parent Spouse if the following fields have a value greater than 0:
-
- Student Foreign Income Tax Exclusion (Field 103)
- Parent Foreign Income Tax Exclusion (Field 213)
- Parent Spouse Foreign Income Tax Exclusion (Field 251)
- Student Filed 1040 or 1040NR
Yes or Blank.
- Student IRS Response Code
(200) Successful Request.
- Parent Filed 1040 or 1040NR
Yes or Blank.
- Parent IRS Response Code
(200) Successful Request.
- Parent Spouse Filed 1040 or 1040NR
Yes or Blank.
- Parent Spouse IRS Response Code
(200) Successful Request.
- Requested Documents
SFA doesn't request any tax documents because Standard Verification is not required.
- Code Clearing Logic
SFA clears this code automatically.
- Student Filed 1040 or 1040NR
Yes or Blank.
- Student IRS Response Code
(200) Successful Request.
- Parent Filed 1040 or 1040NR
Yes or Blank.
- Parent IRS Response Code
(200) Successful Request.
- Parent Spouse Filed 1040 or 1040NR
Yes or Blank.
- Parent Spouse IRS Response Code
(200) Successful Request.
- Requested Documents
SFA doesn't request any tax documents because Standard Verification is not required.
- Code Clearing Logic
SFA clears this code automatically.
- Student Filed 1040 or 1040NR
Yes or Blank.
- Student IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(214) No Return on File
-
-
(212) Cannot Verify Return Data
- Parent Filed 1040 or 1040NR
Yes or Blank.
- Parent IRS Response Code
-
(200) Successful Request
-
- Parent Spouse Filed 1040 or 1040NR
Yes or Blank.
- Parent Spouse IRS Response Code
-
(200) Successful Request
-
- Requested Documents
SFA requests one of these Tax-Related Information documents from the student to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
- Student Filed 1040 or 1040NR
Yes or Blank.
- Student IRS Response Code
-
(200) Successful Request
-
- Parent Filed 1040 or 1040NR
Yes or Blank.
- Parent IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Parent Spouse Filed 1040 or 1040NR
Yes or Blank.
- Parent Spouse IRS Response Code
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
SFA requests one of these Tax-Related Information documents from both the parent and parent spouse to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
- Student Filed 1040 or 1040NR
No.
- Student Filed a non-U.S. Tax Return
Yes.
- Parent Filed 1040 or 1040NR
No.
- Parent Filed a non-U.S. Tax Return
Yes.
- Parent Spouse Filed 1040 or 1040NR
No.
- Parent Spouse Filed a non-U.S. Tax Return
Yes.
- Requested Documents
SFA requests one of these Tax-Related Information documents each from the student, parent, and parent spouse to verify:
-
Foreign Tax Transcript
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
- Student Filed 1040 or 1040NR
No.
- Student Filed a non-U.S. Tax Return
No.
- Student IRS Response Code:
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Parent Filed 1040 or 1040NR
No.
- Parent Filed a non-U.S. Tax Return
No.
- Parent IRS Response Code:
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Parent Spouse Filed 1040 or 1040NR
No.
- Parent Spouse Filed a non-U.S. Tax Return
No.
- Parent Spouse IRS Response Code:
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
SFA requests one of these Tax-Related Information documents each from the student, parent, and parent spouse to verify:
- Tax Return Transcript
- 1040
- 1040X
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
Criteria for Dependent Students: Custom Verification Tracking Group (DepV4)
The V4 Verification Tracking Group is the Custom Verification Group. Students must verify identity and statement of educational purpose (SOEP).
- One document from each of these
groups is requested:
- Identity:
- Drivers License.
- Non-Drivers License ID.
- State Issued ID.
- Passport.
- Statement of
Educational Purpose (SOEP):
- SOEP-Campus.
- SOEP-Notary.
- Identity:
- Code Clearing
Logic
- If student has an Acceptable document from each group (Identity and SOEP), then SFA clears this C-Code.
- If ISIR Corrections were submitted, SFA clears the code upon the receipt of the Corrected ISIR.
Criteria for Dependent Students: Aggregate Verification Tracking Group (DepV5)
The V5 Verification Tracking Group is the Aggregate Verification Group. Students must verify identity/statement of educational purpose, in addition to the items in the Standard Verification Group.
- 1 (Correctional Facility Address file),
- 2 (Received via P.O. Box at IDC), or
- 3 (Incarcerated Applicant Flag set in FAA Access)
The Dependent Verification Worksheet is only requested in scenarios where the Parent Updated Family Size (Field 183) and/or Assumed Parent Family Size (Field 330) values are not blank. When these values are not blank the parent must provide all of their family information.
The Rollover Statement is only requested from Student and/or Student Spouse if these fields have a value greater than 0:
-
- Student Untaxed IRA distributions (Field 870)
- Student IRA deductible and payments (Field 871)
- Student Untaxed Portions of IRA Distributions (Field 91)
- Student IRA Rollover (Field 92)
- Parent Untaxed IRA distributions (Field 910)
- Parent Spouse Untaxed IRA distributions (Field 930)
- Parent Spouse IRA deductible and payments (Field 931)
- Parent Untaxed Portions of IRA Distributions (Field 201)
- Parent IRA Rollover (Field 202)
- Parent Spouse Untaxed Portions of IRA Distributions (Field 241)
- Parent Spouse IRA Rollover (Field 242)
One of the following documents: Tax Transcript, 1040, 1040x, or Foreign Tax Transcript documents will be requested from Student, or Parent, or Parent Spouse if the following fields have a value greater than 0:
-
- Student Foreign Income Tax Exclusion (Field 103)
- Parent Foreign Income Tax Exclusion (Field 213)
- Parent Spouse Foreign Income Tax Exclusion (Field 251)
- One document from each of the
Identity and SOEP following
groups is requested:
- Identity:
- Drivers License.
- Non-Drivers License ID.
- State Issued ID.
- Passport.
- Statement of
Educational Purpose (SOEP):
- SOEP-Campus.
- SOEP-Notary.
- Identity:
- Code Clearing
Logic
- If student has an Acceptable document from each group (Identity and SOEP), then SFA clears this C-Code.
- If ISIR Corrections were submitted, SFA clears the C-Code upon the receipt of the Corrected ISIR.
- Student Filed 1040 or 1040NR:
Yes or Blank
- Student IRS Response Code
(200) Successful Request
- Parent Filed 1040 or 1040NR:
Yes or Blank
- Parent IRS Response Code
(200) Successful Request
- Parent Spouse Filed 1040 or 1040NR:
Yes or Blank
- Parent Spouse IRS Response Code
(200) Successful Request
- Requested
Documents
SFA doesn't request any documents because Standard Verification is not required.
- Code Clearing Logic
- SFA clears this code automatically.
- Student Filed 1040 or 1040NR:
Yes or Blank
- Student IRS Response Code
(200) Successful Request
- Parent Filed 1040 or 1040NR:
Yes or Blank
- Parent IRS Response Code
(200) Successful Request
- Requested Documents
SFA doesn't request any documents because Standard Verification is not required.
- Code Clearing Logic
- SFA clears this code automatically.
- Student Filed 1040 or 1040NR:
Yes or Blank
- Student IRS Response Code
-
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
-
- Parent Filed 1040 or 1040NR:
Yes or Blank
- Parent IRS Response Code
(200) Successful Request
- Parent Spouse Filed 1040 or 1040NR:
Yes or Blank
- Parent Spouse IRS Response Code
(200) Successful Request
- Requested Documents
-
SFA requests one of these Tax-Related Information documents from the student to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
- Student Filed 1040 or 1040NR:
Yes or Blank
- Student IRS Response Code
(200) Successful Request
- Parent Filed 1040 or 1040NR:
Yes or Blank
- Parent IRS Response Code
-
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Parent Spouse Filed 1040 or 1040NR:
Yes or Blank
- Parent Spouse IRS Response Code
-
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
-
SFA requests one of these Tax-Related Information documents each from the parent and parent spouse to verify:
-
Tax Return Transcript
-
1040
-
1040X
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
- Student Filed 1040 or 1040NR:
No
- Student Filed non-U.S. Tax Return
Yes
- Parent Filed 1040 or 1040NR:
No
- Parent Filed non-U.S. Tax Return
Yes
- Parent Spouse Filed 1040 or 1040NR:
No
- Parent Spouse Filed non-U.S. Tax Return
Yes
- Requested Documents
-
SFA requests this Tax-Related Information document each from the student, parent and parent spouse to verify:
-
Foreign Tax Transcript
-
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.
- Student Filed 1040 or 1040NR:
No
- Student Filed non-U.S. Tax Return
No
- Student IRS Request Response
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Parent Filed 1040 or 1040NR:
No
- Parent Filed non-U.S. Tax Return
No
- Parent IRS Request Response
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Parent Spouse Filed 1040 or 1040NR:
No
- Parent Spouse Filed non-U.S. Tax Return
No
- Parent Spouse IRS Request Response
-
(203) PII Match Failed
-
(206) Partial Delivery of Content
-
(212) Cannot Verify Return Data
-
(214) No Return on File
-
- Requested Documents
-
SFA requests on of these Tax-Related Information documents each from the student, parent and parent spouse to verify:
- Tax Return Transcript
- 1040
- 1040X
- Code Clearing Logic
SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.