1. What are the 2025-2026 ISIR document request rules and code clearing logic for Verification?
  2. Criteria for Independent Students: Standard Verification Tracking Group (IndV1)

2Criteria for Independent Students: Standard Verification Tracking Group (IndV1)

The V1 verification tracking group is the Standard Verification Group.

Tax filers must verify this information:

  • 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

Non-tax filers must verify this information:

  • Income earned from work
  • Household size

Students with ISIRs that have any one of these Incarcerated Applicant flag (Field 298) 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 verification (V1).

The Independent Verification Worksheet is only requested in scenarios where the Student Updated Family Size (Field 580) or Assumed Student Family Size (Field 329) values aren't blank. When these values are not blank, the student must provide all of their family information.

The Rollover Statement is only requested from Student 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—is requested from Student 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)