1. What are the 2026-2027 ISIR document request rules and code clearing logic for Verification?
  2. Criteria for Dependent Students: Standard Verification Tracking Group (DepV1)

5Criteria 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 information if their parents are tax filers.

If parents are tax filers:

  • Adjusted gross income.
  • Income earned from work
  • US 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 parents aren't tax filers:

  • Income earned from work.
  • Household size.
Note:
Students with ISIRs that have any one of these Incarcerated Applicant (Field 298) flag values aren't required to complete standard verification requirements (V1):
  • 1 (Correctional Facility Address file)
  • 2 (Received via P.O. Box at IDC)
  • 3 (Incarcerated Applicant Flag set in FAA Access)

Baseline Configuration has been updated so that no documents are requested for this population, and they automatically clear Standard (V1) verification.

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—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)