1. What are the 2025-2026 ISIR document request rules and code clearing logic for Verification?
  2. Criteria for Dependent Students: Standard Verification Tracking Group (DepV5)

7Criteria for Dependent Students: Standard Verification Tracking Group (DepV5)

The V5 verification tracking group is the Aggregate Verification Group. Students must verify identity or statement of educational purpose in addition to the items in the Standard Verification Group.

Note:

Students with ISIRs that have any one of these Incarcerated Applicant (Field 384) flag values aren't required to complete Standard (V1) verification requirements:

  • 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 only Identity and Statement of Educational Purpose (SOEP) documents are requested for this population. SOEP is only requested for ISIRs received prior to 6/6/25.

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, 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)