Processing and Using Institutional Financial Aid Applications

This chapter gives an overview of the management and processing of institutional financial aid application data, including College Board PROFILE and Need Access electronic data that is loaded into the system using an auto load process. A data map table for 2005–2006 College Board PROFILE data in the institutional application pages is provided following each page description. The table lists all the fields on the page and their corresponding College Board field information. This information enables you to map where the PROFILE data is being loaded in the system and from what page you can access the information. Need Access also uses College Board's file layouts. This chapter describes how to:

Maintain institutional financial aid applications.
Loading and managing PROFILE processes.
Loading and managing Need Access processes.
Using PROFILE suspense management.
Review institutional correction audits.
Using Need Access suspense management.

Maintaining Institutional Financial Aid Applications

Your institution can gather additional resource information about students and their families by using the College Board PROFILE application and the Need Access application, which are electronically supported by Financial Aid or by entering your institutional application on the pages in this component.

Note. The College Board PROFILE, Need Access, and institutional application data share the same pages. You may potentially create multiple institutional aid records for a student from these three sources, which may impact your ability to properly utilize the INAS calculation functionality.

Note. Question marks or blanks on College Board PROFILE or Need Access data files are converted or appear as zeros in currency based numeric fields.

Note. This document displays the 2005–2006 institutional application pages. The system maintains three aid years of institutional applications at any time. All three of these aid years will have valid INAS calculations available. Any prior aid year institutional application data is available for display purposes only, at Financial Aid, Financial Aid History, View Archived Application Data, Institutional Application.

See Also

Loading and Managing PROFILE Processes

Loading and Managing Need Access Processes

Using INAS Batch Calculations

Common Elements Used in This Section

Need Summary	Click to access the Need Summary page, where you can review the student’s federal and institutional need calculations.
FM (federal methodology)	Click to access the INAS Fed Extension page, where you can override INAS Local Policy Options for federal data.
IM (institutional methodology)	Click to access the Institutional Need Calculation Extension 1 page, where you can override INAS Local Policy Options for institutional data.
INAS (institutional need analysis system)	Click to calculate an unofficial federal and institutional EFC by using the College Board's Institutional Need Analysis System (INAS). A COBOL program is used to perform the INAS calculation.

Pages Used for Institutional Applications

Page Name	Object Name	Navigation	Usage
Student Data	INST_STUDENT_06	Financial Aid, Institutional Application Data, Maintain Application 2005–2006, Student Data	View or enter all the information about the student.
Parent Data	INST_PARENT_06	Financial Aid, Institutional Application Data, Maintain Application 2005–2006, Parent Data	View or enter all the parent information.
Miscellaneous Data	INST_MISC_06	Financial Aid, Institutional Application Data, Maintain Application 2005–20065, Miscellaneous Data	View or enter signature, family member, school selection, and institutional question (the College Board PROFILE Section Q) information. You can also view FNAR messages on this page.
Computation Data	INST_COMP_SUMM_06	Financial Aid, Institutional Application Data, Maintain Application 2005–2006, Computation Data	View or enter computed parent and student income, allowance, and asset information using your institutional and federal methodology. The computed values appear here. Because the system loads and supports the short form, you must invoke INAS to view interim calculations.

Reviewing Student Information

Access the Student Data page.

The system displays the student's name, ID, Institution, Dependency Status, application Source, and Aid Year.

Bio/Demo Data

The data for the fields in this region are populated from Campus Community Bio/Demo data.

SSN (national ID)	Indicates the student's social security number.
Birthdate	Indicates the student's date of birth.
Marital Status	Indicates the student's marital status.
Citizenship Status	Indicates the student's citizenship status. This filed comes from Person Data. Citizenship data must be added first before manually creating a new Institutional Application.
CSS ID	This is the student's unique identifying number assigned by College Board to ensure both privacy and quick retrieval of records. When you call the College Board inquiry number with questions about specific records, it is helpful to know the student's College Board ID number. This number is also required when you submit requests on disk.
Date Loaded	The date the College Board application was loaded into the system.

Student’s Information

State of Residence	Enter the U.S. state in which the student is a resident.
Postal	Enter the postal code or zip code for the student’s state of residence.
Number in Family	Enter the total number of people in the student’s household.
Number in College	Enter the total number of people in college from the student’s household.
Lives With	Select from: Blank Father Mother Neither
Most Support	Select from: Father Mother
Year in School	Enter the academic year for which the student is seeking financial aid. Select from the available options.
Financial Aid Status	Enter the student’s status as it relates to receiving financial aid. Select from the available options.
Marital Status	Select the marital status to be used for financial aid purposes from the available options. This marital status can differ from the Bio/Demo Data page marital status.
Veteran	Select the option Yes, No, or No Response to indicate if the student is a veteran.
Orphan/Ward	Select the option Yes, No, or No Response to indicate if the student is an orphan or ward of the state.
Dependents	Select the option Yes, No, or No Response to indicate if the student has dependents.
Parents Separated/Divorced	Select the option Yes, No, or No Response to indicate if the student’s parents are separated or divorced.
Parents Own Business /Farm	Select the option Yes, No, or No Response to indicate if the student’s parents own a business or farm.
Email Address	Enter the student’s email address.
Date Application Received	This is the date the application was received by College Board.

Student’s Income and Benefits

Tax Form	Select from the following values: 1040 − completed 1040 1040 Est − estimated 1040 1040A/EZ − completed 1040A or 1040EZ 1040A/EZ E − estimated 1040A or 1040EZ Non Filer − will not file.
Exemptions	Select the number of exemptions the student claimed on their tax U.S. Federal tax form.

The following fields refer directly to items on the U.S. federal tax form or data collected from applicable sources, such as an institutional application or other third-party sources. Enter the values from the student’s tax form in the appropriate fields.

Adjusted Gross Income	Enter values from the student's tax form.
U.S. Taxes Paid	Enter values from the student's tax form.
Hope Lifetime Learning Credit	Enter values from the student's tax form.
Itemized Deductions	Enter values from the student's tax form.
Student's Earnings	Enter values from the student's tax form.
Spouse's Earnings	Enter values from the student's tax form.
Dividend/Interest	Enter values from the student's tax form.
Social Security Benefits	Enter values from the student's tax form.
Welfare Benefits	Enter values from the student's tax form.
Child Support Received	Enter values from the student's tax form.
Earned Income Credit	Enter values from the student's tax form.
Other Untaxed Income	Enter values from the student's tax form.
Taxable Financial Aid	Enter values from the student's tax form.

Student's Assets

Cash Savings	Enter a value.
IRA, Keogh, etc.	Enter a value.
Investment	Enter the value and debt amounts.
Home	Enter the value and debt amounts.
Other Real Estate	Enter the value and debt amounts.
Business/Farm	Enter the value and debt amounts.
Student Lives on Farm	Select Yes, No, or N/R (no response).
Home Purchase Year	Enter year home was purchased.
Price	Enter the price of the home indicated in the Home Purchase Year field.

Student’s Trust Information

Value of Trust Fund	Enter the value of the trust in USD.
Trust Available?	Select Yes, No, or N/R (no response) to indicate the availability of the trust.
Trust Established by	Select Other or Parents.

Student’s Expenses

Child Support Paid	Enter values from the student's tax form.
Medical/Dental	Enter values from the student's tax form.

Student’s Expected Resources

Veterans Benefits	Enter the amount of veterans benefits received.
Months	Enter the number of months the veterans benefits were received in the year.
Student's Earnings	Enter for both summer and school year.
Spouse's Earnings	Enter for both summer and school year.
Other Taxable Income	Enter for both summer and school year.
Untaxed Income	Enter for both summer and school year.
Grant/Scholarship	Enter a value.
Tuition Benefits	Enter a value.
Parent(s) Contribution	Enter a value.
Relatives Contributions	Enter a value.

PROFILE 2006 Page Map

Field Name	Record	College Board Field Number	College Board Start Position	College Board End Position
AFDC_BENEFITS	INST_STUDENT	45	294	299
AGI	INST_STUDENT	38	249	255
BIRTHDATE	PERSONAL_DATA	23	155	162
BUS_FARM_DEBT	INST_STUDENT	59	404	410
BUS_FARM_VALUE	INST_STUDENT	58	397	403
CASH_SAVINGS	INST_STUDENT	50	341	347
CHILD_SUPPORT_PAID	INST_STUDENT	66	445	450
CHILD_SUPPORT_RCVD	INST_STUDENT	46	300	305
CITIZENSHIP_STATUS	PERSONAL_DATA	33	219	219
CSS_ID	INST_CONTROL	4	8	14
CURRENT_GRADE_LVL	INST_STUDENT	27	212	212
DEPENDENTS	INST_STUDENT	30	215	215
DIVID_INT_INCOME	INST_STUDENT	43	282	287
DIVORCED_SEPARATED	INST_PARENT	88	566	566
DT_APP_LOADED	INST_CONTROL	Calculated by PeopleSoft
DT_APP_RECEIVED	INST_CONTROL	7	24	31
EARNED_INC_CREDIT	INST_STUDENT	47	306	311
EMAIL_ADDR	INST_STUDENT	293A	1921	1950
GRANT_SCHOLARSHIP	INST_STUDENT	79	518	523
HOME_DEBT	INST_STUDENT	55	376	382
HOME_PURCH_PRICE	INST_STUDENT	62	414	420
HOME_PURCH_YEAR	INST_STUDENT	62B	427	430
HOME_VALUE	INST_STUDENT	54	369	375
HOPE_LL_CREDIT	INST_STUDENT	62A	421	426
INVEST_DEBT	INST_STUDENT	53	362	368
INVEST_VALUE	INST_STUDENT	52	355	361
IRA_VALUE	INST_STUDENT	51	348	354
ITEMIZED_DEDUCTION	INST_STUDENT	40	262	267
LIVE_ON_FARM	INST_STUDENT	60	411	411
MAR_STATUS	PERSONAL_DATA	From Admissions App
MARITAL_STAT	INST_STUDENT	28	213	213
MED_DENT_EXPENSES	INST_STUDENT	67	451	456
MONTHLY_VET_BEN	INST_STUDENT	69	464	467
NATIONAL_ID	PERS_NID	24	163	171
NUM_FAMILY_MEMBERS	INST_STUDENT	31	216	217
NUM_MONTH_VET_BEN	INST_STUDENT	70	468	469
NUMBER_EXEMPTIONS	INST_STUDENT	37	247	248
NUMBER_IN_COLLEGE	INST_STUDENT	32	218	218
ORPHAN	INST_STUDENT	29	214	214
OWN_BUSINESS_FARM	INST_PARENT	107	696	696
PARENTS_CONTRIB	INST_STUDENT	81	530	535
POSTAL	INST_STUDENT	20 or 25B	139 or 175	143 or 183
RE_INVEST_DEBT	INST_STUDENT	57	390	396
RE_INVEST_VALUE	INST_STUDENT	56	383	389
RELATIVES_CONTRIB	INST_STUDENT	82	536	541
SA_APP_STATUS	INST_STUDENT	26	211	211
SCH_YR_OTH_INCOME	INST_STUDENT	76	500	505
SCHOOL_YR_UNTAXED	INST_STUDENT	78	512	517
SCHOOL_YR_WAGES	INST_STUDENT	72	476	481
SFA_STU_LIVES_WITH	INST_STUDENT	88A	567	567
SFA_STU_MOST_SUPRT	INST_STUDENT	88B	568	568
SOC_SEC_BENEFITS	INST_STUDENT	44	288	293
SPS_EARNED_INCOME	INST_STUDENT	42	275	281
SPS_SCH_YR_WAGES	INST_STUDENT	74	488	493
SPS_SUMM_WAGES	INST_STUDENT	73	482	487
STATE_RESIDENCE	INST_STUDENT	25	172	173
STD_EARNED_INCOME	INST_STUDENT	41	268	274
STU_AID_INCOME	INST_STUDENT	49	318	323
SUMMER_OTH_INCOME	INST_STUDENT	75	494	499
SUMMER_UNTAXED	INST_STUDENT	77	506	511
SUMMER_WAGES	INST_STUDENT	71	470	475
TAX_FORM_FILED	INST_STUDENT	36	246	246
TAXES_PAID	INST_STUDENT	39	256	261
TRUST_AMOUNT	INST_STUDENT	63	436	442
TRUST_AVAIL	INST_STUDENT	64	443	443
TRUST_ESTABLISHER	INST_STUDENT	65	444	444
TUITION_BENEFITS	INST_STUDENT	80	524	529
UNTAXED_INCOME	INST_STUDENT	48	312	317
VETERAN	INST_STUDENT	68	463	463

Reviewing Parent Information

Access the Parent Data page.

The system displays the student's name, ID, Institution, Dependency Status, application Source, and Aid Year.

Note. Hidden field SOC_SEC_BENEFITS (Social Security Benefits) equals the sum of new fields SOC_SEC_BEN_FAMILY (Social Security Benefits Family) and SOC_SEC_BEN_STDNT (Social Security Benefits Student). You can use the SOC_SEC_BENEFITS field in packaging equations. The new fields, SOC_SEC_BEN_FAMILY and SOC_SEC_BEN_STDNT, are not available for use in packaging equations.

Parent’s Household

Number Family Members	Number of family members in the parent’s household.
Number in College	Number of dependents in college that are part of the parent’s household. This number does not include parents who may be in college.
Parents in College	Select from the following values: Neither, One Parent, or Both Parents.
Marital Status	Select from the following values: Divorced, Married/Remarried, Separated, Single, or Widowed.
Legal Residence	Select the state in which the parent is a legal resident.

Parent’s Expenses

Child Support Paid	Enter both the Current and Expected parents' expenses for this and the following items.
Education Loans	Enter a value.
Medical/Dental	Enter a value.
Other Tuition Paid	Enter a value.
Number of Tuition Paid	Enter a value.

Parent’s Assets

Cash Savings	Enter a value.
Assets Held by Siblings	Enter a value.
Siblings Prepaid Tuition	Enter the amount the parent prepaid for tuition for the student’s siblings.
Student Prepaid Tuition	Enter the amount the parent prepaid for tuition for the student.
Investment	Enter both the Value and Debt for this item and all the following items.
Home	Enter a value.
Home Purchase Year	Purchase year of the parent’s home.
Price	Purchase price of the parents’ home.
Monthly Mortgage/Rent Payment	Enter a value.
Business	Enter a value.
Farm	Enter a value.
Family Lives on Farm	Select Yes, No, or N/R (no response).
Other Real Estate	Enter a value.
Other Real Estate Purchase Yr (other real estate purchase year)	Purchase year of any other real estate.
Price	Purchase price of any other real estate.

Parent’s Prior Year Income

Prior Year AGI	Adjusted Gross Income from the prior year’s tax form.
Prior Year Taxes Paid	Enter a value.
Prior Year Item Deductions	Total of the prior year’s itemized deductions.
Prior Year Untaxed Income	Enter a value.

Parent’s Income and Benefits

Many fields in this region refer to items on the U.S. federal tax form or data collected from applicable sources, such as your institution’s financial aid application or other third-party sources.

Tax Form Filed	Select from the following values: 1040 − completed 1040 1040 Est − estimated 1040 1040A/EZ − completed 1040A or 1040EZ 1040A/EZ E − estimated 1040A or 1040EZ Non Filer − will not file.
Exemptions	Select the number of exemptions the parents claimed on their tax U.S. federal tax form.

Adjusted Gross Income	Enter values from the parents' tax form.
Wages, Salary, & Tips	Enter values from the parents' tax form.
Interest Income	Enter values from the parents' tax form.
Dividend Income	Enter values from the parents' tax form.
Business/Farm	Enter values from the parents' tax form.
Other Taxable	Enter values from the parents' tax form.
Adjustments to Income	Enter values from the parents' tax form.
U. S. Tax Paid	Enter values from the parents' tax form.
Hope Lifetime Learning Credit	Enter values from the parents' tax form.
Itemized Deductions	Enter values from the parents' tax form.
Father's Earnings	Enter values from the parents' tax form.
Mother's Earnings	Enter values from the parents' tax form.
Social Security Benefits Family	Enter values from the parents' tax form. These are social security benefits received for all but the student. Because the federal tax form requests a parent to report social security benefits as a sum total, PeopleSoft modified how verification will perform for Get Inst. Data, Compare, and Update Target. Get Inst Data: When you click the Get Inst Data button on the Household Info page ( Financial Aid, Verification, Manage 2004–2005 Verification), Verification uses the SOCIAL_SECURITY_BENEFITS field from PROFILE. This field contains the running total of SOC_SEC_BEN_FAMILY and SOC_SEC_BEN_STDNT. Tax Data Entry: For Other Taxable Income tax data entry, the system displays the difference between social security benefits and taxed social security benefits as Untaxed SS Benefit. Compare: The system compares Untaxed SS Benefit from the tax form to the social security benefit on the PROFILE Application and reports any discrepancies. Update Target: If you are running batch, the system deducts the self-reported social security benefit student amount from the PROFILE application from the untaxed social security amount on the tax form (application data verification). The remaining untaxed social security amount is then moved to the SS Ben Family field in the PROFILE application. The system retains the original self-reported social security benefit student amount from the PROFILE application. No update to this amount is performed. If you are running online, it is the same as batch if you elect to update this field.
Social Security Benefit Student	Enter values from the student's tax form. These are social security benefits received for the student only.
Welfare Benefits	Enter values from the parents' tax form.
Child Support Received	Enter values from the parents' tax form.
IRA/Keogh Payments	Enter values from the parents' tax form.
Tax Deferred Plans	Enter values from the parents' tax form.
Medical/Spending Accounts	Enter values from the parents' tax form.
Earned Income Credit	Enter values from the parents' tax form.
Living Allowance	Enter living allowance.
Tax-Exempt Interest	Enter values from the parents' tax form.
Foreign Income Exclusions	Enter values from the parents' tax form.
Other Untaxed	Other untaxed income.

Note. If the parents' Adjusted Gross Income (AGI) requires more than six digits, the system enters the number 999,999.

Parent’s Expected Income

These fields are self-explanatory.

Father's Earnings	Enter values from the parents' tax form.
Mother's Earnings	Enter values from the parents' tax form.
Other Taxable Income	Enter values from the parents' tax form.
Untaxed Income & Benefits	Enter values from the parents' tax form.

Parent’s Information

These fields are self-explanatory.

DOB Parent 1	Indicates the second reported parent’s date of birth. The information is reported as MM/DD/YYYY or the field may be blank.
DOB Parent 2	Indicates the first reported parent’s date of birth. The information is reported as MM/DD/YYYY or the field may be blank.
Custodial Parent	Identifies a dependent student’s custodial parent when the biological/adoptive parents are separated, divorced, or were never married. Values include: Father Mother
Parent's Email Address	Reported field containing the parents’ preferred email address. This field can be blank or contain up to 35 characters.

Non-Custodial Parent Info

Separation Year	Enter the year of the separation.
Divorce Year	Enter the year of the divorce.
Non-Custodial Parent’s Contribution	Enter the financial contribution to the student by the non-custodial parent.

PROFILE 2006 Page Map

Field Name	Record	College Board Field Number	College Board Start Position	College Board End Position
ADJ_TO_INCOME	INST_PARENT	129	855	861
AFDC_BENEFITS	INST_PARENT	135	902	907
AGI_PAR_INST	INST_PARENT	123	812	819
BUSINESS_DEBT	INST_PARENT	109	705	712
BUSINESS_VALUE	INST_PARENT	108	697	704
CASH_SAVINGS	INST_PARENT	99	641	647
CHILD_SUPPORT_PAID	INST_PARENT	89	576	581
CHILD_SUPPORT_RCVD	INST_PARENT	136	908	913
DEDUCT_IRA_PMTS	INST_PARENT	137	914	919
DEP_MED_EXPENSE	INST_PARENT	139	932	937
DIVIDEND_INCOME	INST_PARENT	126	834	840
EARNED_INC_CREDIT	INST_PARENT	140	938	943
EMAIL_ADDR	INST_PARENT	461	2780	2814
EXPCT_CHLD_SPPT_PD	INST_PARENT	94	609	614
EXPCT_FATHER_INC	INST_PARENT	145	984	990
EXPCT_MED_DENT	INST_PARENT	96	621	626
EXPCT_MOTHER_INC	INST_PARENT	146	991	997
EXPCT_OTH_INC	INST_PARENT	147	998	1004
EXPCT_OTH_UNTX_INC	INST_PARENT	148	1005	1011
EXPCT_PRT_LOAN_EXP	INST_PARENT	95	615	620
EXPCT_TUIT_PD_AMT	INST_PARENT	97	627	632
EXPCT_TUIT_PD_NUM	INST_PARENT	98	633	633
FARM_DEBT	INST_PARENT	111	721	728
FARM_VALUE	INST_PARENT	110	713	720
FATHER_INCOME	INST_PARENT	132	876	882
FOREIGN_INC_EXCL04	INST_PARENT	143	956	962
HOME_DEBT	INST_PARENT	104	678	685
HOME_PURCH_PRICE	INST_PARENT	106	688	695
HOME_PURCH_YEAR	INST_PARENT	116B	764	767
HOME_VALUE	INST_PARENT	103	670	677
HOPE_LL_CREDIT	INST_PARENT	144A	970	975
INTEREST_INCOME	INST_PARENT	125	827	833
INVEST_DEBT	INST_PARENT	102	662	669
INVEST_VALUE	INST_PARENT	101	654	661
ITEMIZED_DEDUCTION	INST_PARENT	131	869	875
LEGAL_RESIDENCE	INST_PARENT	87	564	565
LIVE_ON_FARM	INST_PARENT	112	729	729
LIVING_ALLOWANCE	INST_PARENT	141	944	949
MARITAL_STAT	INST_PARENT	86	563	563
MED_DENT_EXPENSES	INST_PARENT	91	588	593
MONTH_MORTGAGE_PMT	INST_PARENT	100	648	653
MOTHER_INCOME	INST_PARENT	133	883	889
NET_INC_BUS_FARM	INST_PARENT	127	841	847
NO_CUSTODY_CONTRIB	INST_PARENT	165A	1037	1042
NUM_IN_COLLEGE	INST_PARENT	84	561	561
NUMBER_EXEMPTIONS	INST_PARENT	122	810	811
NUMBER_IN_FAMILY	INST_PARENT	83	559	560
OTH_RE_PURCH_AMT	INST_PARENT	116	748	755
OTH_RE_PURCH_YR	INST_PARENT	116C	768	771
OTH_TAXABLE_INC	INST_PARENT	128	848	854
OTHER_UNTAX_INC_04	INST_PARENT	144	963	969
PARENTS_IN_COLLEGE	INST_PARENT	85	562	562
PRIOR_AGI	INST_PARENT	117	773	780
PRIOR_DEDUCTIONS	INST_PARENT	119	788	794
PRIOR_TAX_PAID	INST_PARENT	118	781	787
PRIOR_UNTAXED_INC	INST_PARENT	120	795	801
PRNT_LOAN_EXP	INST_PARENT	90	582	587
RE_INVEST_DEBT	INST_PARENT	114	738	745
RE_INVEST_VALUE	INST_PARENT	113	730	737
SIBLINGS_ASSETS	INST_PARENT	116A	756	763
SIBLINGS_PRE_TUIT	INST_PARENT	82A	543	550
SOC_SEC_BEN_FAMILY	INST_PARENT	134A	890	895
SOC_SEC_BEN_STDNT	INST_PARENT	134B	896	901
SFA_CUST_PAR	INST_PARENT	452	2745	2745
SFA_DOB_PAR1	INST_PARENT	462	2815	2822
SFA_DOB_PAR2	INST_PARENT	463	2823	2830
STUDENT_PRE_TUIT	INST_PARENT	82B	551	558
TAX_DEFER_PENS_SAV	INST_PARENT	138A	920	925
TAX_EXEMPT_INT_INC	INST_PARENT	142	950	955
TAX_FORM_FILED	INST_PARENT	121	809	809
TAXES_PAID	INST_PARENT	130	862	868
TUIT_FEE_DEDUCT	INST_PARENT	138B	926	931
TUIT_PD_AMOUNT	INST_PARENT	92	594	599
TUIT_PD_NBR	INST_PARENT	93	600	600
WAGES_SAL_TIPS	INST_PARENT	124	820	826
YEAR_DIVORCE	INST_PARENT	144C	980	983
YEAR_SEPARATION	INST_PARENT	144B	976	979

See Also

Using Equation Engine in Packaging

Reviewing Family Information, Signatures, and Institutional Questions

Access the Miscellaneous Data page.

The system displays the student's name, ID, Institution, Dependency Status, application Source, and Aid Year.

Explanation / Certification

Location of Computer

Displays the location of the computer used to complete the PROFILE. Values include:

Blank

College

Dad Work

Friend/Relative

High School

Home

Library

Mom Work

Other

Special Circumstances

Select this check box to indicate that the student/family has notified the institution of Special Circumstances that may impact the calculation of financial need. The College Board PROFILE also uses the information listed in Section Q to set this indicator flag to inform the institution that modified institutional questions exist for the student.

Family Members

Relationship	Select the relationship to the student from the available options.
Age	Enter the family member's age.
Attend College	Select from the available options Full-Time, Half-Time, N/A, and Not Attend.
College Type	Select from the available options.

School Selection

CSS Code	This is the institution's code number as reported by the student on the PROFILE application. Each school the student selected to receive their application is listed.
Housing Code	This is the type of housing the student expects to have.

FNAR Messages

The system displays the number of the Financial Need Analysis Report messages but does not display the text of the message. These College Board PROFILE messages inform you about processing exceptions to data received and assumptions that should be taken into consideration when reviewing the institutional application.

Institutional Questions

Number	This refers to the number of an application question that the student/family believes warrants further explanation. This number may also refer to a series of additional questions that have been modified for the institution by College Board PROFILE.
Size	This field refers to a numeric value related to the type of Institutional question and indicates the length of the Answer field.
Answer	This is the value representing the answer to the question shown in the Number field.

PROFILE 2006 Page Map

Field Name	Record	College Board Field Number	College Board Start Position	College Board End Position
ATTEND_COLLEGE*	INST_FAMILY	150	1014	1014
ATTEND_COLLEGE*	INST_FAMILY	152	1016	1016
ATTEND_COLLEGE*	INST_FAMILY	154	1018	1018
ATTEND_COLLEGE*	INST_FAMILY	156	1020	1020
ATTEND_COLLEGE*	INST_FAMILY	158	1022	1022
ATTEND_COLLEGE*	INST_FAMILY	160	1024	1024
ATTEND_COLLEGE*	INST_FAMILY	162	1026	1026
COLLEGE_TYPE*	INST_FAMILY	165B	1043	1043
COLLEGE_TYPE*	INST_FAMILY	165C	1044	1044
COLLEGE_TYPE*	INST_FAMILY	165D	1045	1045
COLLEGE_TYPE*	INST_FAMILY	165E	1046	1046
COLLEGE_TYPE*	INST_FAMILY	165F	1047	1047
COLLEGE_TYPE*	INST_FAMILY	165G	1048	1048
COLLEGE_TYPE*	INST_FAMILY	165H	1049	1049
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	166	1051	1054
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	168	1056	1059
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	170	1061	1064
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	172	1066	1069
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	174	1071	1074
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	176	1076	1079
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	178	1081	1084
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	180	1086	1089
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	182	1091	1094
CSS_SCHOOL_CODE*	INST_SCHOOL_PRF	184	1096	1099
FNAR_MESSAGE_NBR	INST_STU_MSSG	Calculated by PeopleSoft
HOUSING_CODE*	INST_SCHOOL_PRF	167	1055	1055
HOUSING_CODE*	INST_SCHOOL_PRF	169	1060	1060
HOUSING_CODE*	INST_SCHOOL_PRF	171	1065	1065
HOUSING_CODE*	INST_SCHOOL_PRF	173	1070	1070
HOUSING_CODE*	INST_SCHOOL_PRF	175	1075	1075
HOUSING_CODE*	INST_SCHOOL_PRF	177	1080	1080
HOUSING_CODE*	INST_SCHOOL_PRF	179	1085	1085
HOUSING_CODE*	INST_SCHOOL_PRF	181	1090	1090
HOUSING_CODE*	INST_SCHOOL_PRF	183	1095	1095
HOUSING_CODE*	INST_SCHOOL_PRF	185	1100	1100
MEMBER_AGE*	INST_FAMILY	203	1151	1152
MEMBER_AGE*	INST_FAMILY	203A	1153	1154
MEMBER_AGE*	INST_FAMILY	203B	1155	1156
MEMBER_AGE*	INST_FAMILY	203C	1157	1158
MEMBER_AGE*	INST_FAMILY	203D	1159	1160
MEMBER_AGE*	INST_FAMILY	203E	1161	1162
MEMBER_AGE*	INST_FAMILY	203F	1163	1164
MEMBER_SEQ	INST_FAMILY	Calculated by PeopleSoft
QUESTION_ANSWER	INST_QUESTIONS	206 - example	1176	1195
QUESTION_NBR	INST_QUESTIONS	204 - example	1171	1173
QUESTION_SIZE	INST_QUESTIONS	205 - example	1174	1175
RELATIONSHIP_CD*	INST_FAMILY	149	1013	1013
RELATIONSHIP_CD*	INST_FAMILY	151	1015	1015
RELATIONSHIP_CD*	INST_FAMILY	153	1017	1017
RELATIONSHIP_CD*	INST_FAMILY	155	1019	1019
RELATIONSHIP_CD*	INST_FAMILY	157	1021	1021
RELATIONSHIP_CD*	INST_FAMILY	159	1023	1023
RELATIONSHIP_CD*	INST_FAMILY	161	1025	1025
SFA_LOCTN_COMPUTER	INST_CONTROL	203G	1165	1165
SPECIAL_PROCESSING	INST_CONTROL	196	1141	1141

Reviewing All Computed Data for Student and Parents

Access the Computation Data page.

Note. Computation tables display no intermediate values until the INAS calculation is called using batch or online calculation.

The system displays the student's name, ID, Institution, Dependency Status, application Source, and Aid Year.

This page is designed to display computed need analysis results based on both the parent’s and student’s information. Therefore, the page displays a Parent’s Contribution Section and a Student’s Contribution Section. The following sections describe what each column represents. For further information about the fields and sections in this component, please refer to the College Board PROFILE User’s Guide. This guide is only available to College Board PROFILE subscribers.

Parent’s Contribution Section

Displays three columns: IM, IM w/Options, and EFM.

The IM column displays standard base INAS calculations. PeopleSoft supports the College Board defaulted options at the time of initial load.
The IM w/Options column is the result of using the institutional options that you set up when you defined your institutional methodology.
The EFM column displays the estimated federal methodology amount. Financial aid administrators are reminded that the EFM is always estimated and never official.

Student Contribution Section

Displays four columns: IM, IM w/ Options, IM Estimated, and EFM.

The IM column displays standard base INAS calculations. PeopleSoft supports the College Board defaulted options at the time of initial load.
The IM w/Options column is the result of using the institutional options that you set up when you defined your institutional methodology.
The IM Estimated column displays an estimated calculation for the student's contribution. The IM Estimated result is based on using the estimated summer and academic year data. The FNAR computations for this section are based on nine-month calculation regardless of the student’s dependency status.
The EFM column displays the estimated federal methodology amount. Financial aid administrators are reminded that the EFM is always estimated and never official.

Contribution Summary

The system displays the calculations for Total Income, Total Contribution, Number in College Adjustment, Contribution for Student, contribution From Income, and contribution From Assets for Parent’s Contribution and Student's Contribution.

Custodial Parent Information – Parent's Contribution IM

Total Income	Indicates the custodial parent's total contribution for the student from the base IM computation.
Percent Income	Indicates the custodial parent’s percentage of total parents income from the base IM computation.
From Income	Indicates the custodial parent’s contribution from income for the student from the base IM computation.
From Assets	Indicates the custodial parent’s contribution from assets for the student from the base IM computation.

Custodial Parent Information – Parent's Contribution IM w/Options

Total Income	Indicates the custodial parent’s total contribution for the student from the options IM computation.
Percent Income	Indicates the custodial parent’s percentage of total parental income from the option IM computation.
From Income	Indicates the custodial parent’s contribution from income for the student from the option IM computation.
From Assets	Indicates the custodial parent’s contribution from assets for the student from the options IM computation.

Education Savings Calculations

The system displays the Parent’s and the Student’s Annual Education Savings Allowance (AESA) and Cumulative Education Savings Allowance (CESA) calculations. These are PROFILE specific calculated values used in INAS calculations for Institutional Methodology.

Income

The system displays the calculations for Taxable Income, Untaxed Income, Adjustments to Income and Total Income for Parent’s Contribution and Student's Contribution.

Allowances

The system displays the calculations for U.S. Income Tax, State Income Tax, FICA Taxes, Medical/Dental, Elementary/Secondary Tuition, Employment Allowance, Annual Education Savings, Income Protection Allowance/MMA, Total Allowances, Calculated Available Income, and Available Income for Parent’s Contribution and Student's Contribution. The Total Contribution - Income amount is the sum of all the fields in the Allowances section.

Assets

The system displays the calculations for Cash Savings, IRA Value, Home Equity, Real Estate/Investment Equity, Adjusted Business/Farm Value, Sibling’s Assets/Prepaid Tuition, Value of Trusts, and Net Worth for Parent’s Contribution and Student's Contribution.

The system displays the calculations for Emergency Reserve Allowance, Cumulative Education Savings, Low Income Asset Allowance, Discretionary Net Worth, Asset Protection Allowance, Conversion Percentage, and Income Supplement for Parent’s Contribution and Student's Contribution. The Total Contribution - Assets amount is the sum of all the fields in the Assets section.

PROFILE 2006Page Map

Field Name	Record	College Board Field Number	College Board Start Position	College Board End Position
ADJ_BUS_FARM_VAL	INST_P_BAS_CALC	Calculated by PeopleSoft
ADJ_BUS_FARM_VAL	INST_P_OPT_CALC	Calculated by PeopleSoft
ADJ_BUS_FARM_VAL	INST_S_BAS_CALC	Calculated by PeopleSoft
ADJ_BUS_FARM_VAL	INST_S_EST_CALC	Calculated by PeopleSoft
ADJ_BUS_FARM_VAL	INST_S_OPT_CALC	Calculated by PeopleSoft
ADJ_BUS_FARM_VAL	FED_P_CALC	Calculated by PeopleSoft
ADJ_BUS_FARM_VAL	FED_S_CALC	Calculated by PeopleSoft
ADJ_TO_INCOME	INST_P_BAS_CALC	Calculated by PeopleSoft
ADJ_TO_INCOME	INST_P_OPT_CALC	Calculated by PeopleSoft
ADJ_TO_INCOME	INST_S_BAS_CALC	Calculated by PeopleSoft
ADJ_TO_INCOME	INST_S_EST_CALC	Calculated by PeopleSoft
ADJ_TO_INCOME	INST_S_OPT_CALC	Calculated by PeopleSoft
ANN_ED_SAV_ALWNC	INST_P_BAS_CALC	Calculated by PeopleSoft
ANN_ED_SAV_ALWNC	INST_P_OPT_CALC	Calculated by PeopleSoft
ANN_ED_SAV_ALWNC	INST_S_BAS_CALC	Calculated by PeopleSoft
ANN_ED_SAV_ALWNC	INST_S_EST_CALC	Calculated by PeopleSoft
ANN_ED_SAV_ALWNC	INST_S_OPT_CALC	Calculated by PeopleSoft
ASSET_CONTRIB	INST_P_BAS_CALC	310	2014	2019
ASSET_CONTRIB	INST_P_OPT_CALC	315	2060	2065
ASSET_CONTRIB	INST_S_BAS_CALC	325	2145	2150
ASSET_CONTRIB	INST_S_EST_CALC	330	2190	2195
ASSET_CONTRIB	INST_S_OPT_CALC	335	2231	2236
ASSET_CONTRIB	FED_P_CALC	320	2106	2110
ASSET_CONTRIB	FED_S_CALC	340	2276	2280
ASSET_PROT_ALLWNCE	FED_S_CALC	Calculated by PeopleSoft
ASSETS_SIBLINGS	INST_P_BAS_CALC	Calculated by PeopleSoft
ASSETS_SIBLINGS	INST_P_OPT_CALC	Calculated by PeopleSoft
AVAILABLE_INCOME	INST_P_BAS_CALC	Calculated by PeopleSoft
AVAILABLE_INCOME	INST_P_OPT_CALC	Calculated by PeopleSoft
AVAILABLE_INCOME	INST_S_BAS_CALC	Calculated by PeopleSoft
AVAILABLE_INCOME	INST_S_EST_CALC	Calculated by PeopleSoft
AVAILABLE_INCOME	INST_S_OPT_CALC	Calculated by PeopleSoft
AVAILABLE_INCOME	FED_P_CALC	Calculated by PeopleSoft
AVAILABLE_INCOME	FED_S_CALC	Calculated by PeopleSoft
CALC_AVAIL_INCOME	INST_S_BAS_CALC	Calculated by PeopleSoft
CALC_AVAIL_INCOME	INST_S_EST_CALC	Calculated by PeopleSoft
CALC_AVAIL_INCOME	INST_P_BAS_CALC	Calculated by PeopleSoft
CALC_AVAIL_INCOME	INST_P_OPT_CALC	Calculated by PeopleSoft
CALC_AVAIL_INCOME	INST_S_OPT_CALC	Calculated by PeopleSoft
CALC_AVAIL_INCOME	FED_P_CALC	Calculated by PeopleSoft
CALC_AVAIL_INCOME	FED_S_CALC	Calculated by PeopleSoft
CASH_SAVINGS	INST_P_BAS_CALC	Calculated by PeopleSoft
CASH_SAVINGS	INST_P_OPT_CALC	Calculated by PeopleSoft
CASH_SAVINGS	INST_S_BAS_CALC	Calculated by PeopleSoft
CASH_SAVINGS	INST_S_EST_CALC	Calculated by PeopleSoft
CASH_SAVINGS	INST_S_OPT_CALC	Calculated by PeopleSoft
CASH_SAVINGS	FED_P_CALC	Calculated by PeopleSoft
CASH_SAVINGS	FED_S_CALC	Calculated by PeopleSoft
CHLD_AGES_CESA_CLC	INST_STUDENT	305D	1983	1984
CHLD_AGES_CESA_CLC	INST_PARENT	305B	1980	1981
CHLD_NUM_AESA_CLC	INST_STUDENT	305C	1982	1982
CHLD_NUM_AESA_CLC	INST_PARENT	305A	1979	1979
CONTRIB_FOR_STDNT	INST_P_BAS_CALC	308	2003	2007
CONTRIB_FOR_STDNT	INST_P_OPT_CALC	313	2049	2053
CONTRIB_FOR_STDNT	INST_S_BAS_CALC	323	2134	2138
CONTRIB_FOR_STDNT	INST_S_EST_CALC	328	2179	2183
CONTRIB_FOR_STDNT	INST_S_OPT_CALC	333	2220	2224
CONTRIB_FOR_STDNT	FED_P_CALC	318	2095	2099
CONTRIB_FOR_STDNT	FED_S_CALC	338	2265	2269
CONV_PERCENTAGE	FED_P_CALC	Calculated by PeopleSoft
CONV_PERCENTAGE	FED_S_CALC	Calculated by PeopleSoft
CUM_EDUC_SAV_ALWNC	INST_P_BAS_CALC	Calculated by PeopleSoft
CUM_EDUC_SAV_ALWNC	INST_P_OPT_CALC	Calculated by PeopleSoft
CUM_EDUC_SAV_ALWNC	INST_S_BAS_CALC	Calculated by PeopleSoft
CUM_EDUC_SAV_ALWNC	INST_S_EST_CALC	Calculated by PeopleSoft
CUM_EDUC_SAV_ALWNC	INST_S_OPT_CALC	Calculated by PeopleSoft
DISC_NET_WORTH	INST_P_BAS_CALC	Calculated by PeopleSoft
DISC_NET_WORTH	INST_P_OPT_CALC	Calculated by PeopleSoft
DISC_NET_WORTH	INST_S_BAS_CALC	Calculated by PeopleSoft
DISC_NET_WORTH	INST_S_EST_CALC	Calculated by PeopleSoft
DISC_NET_WORTH	INST_S_OPT_CALC	Calculated by PeopleSoft
DISC_NET_WORTH	FED_P_CALC	Calculated by PeopleSoft
DISC_NET_WORTH	FED_S_CALC	Calculated by PeopleSoft
ELEM_SEC_TUIT	INST_P_BAS_CALC	Calculated by PeopleSoft
ELEM_SEC_TUIT	INST_P_OPT_CALC	Calculated by PeopleSoft
ELEM_SEC_TUIT	INST_S_BAS_CALC	Calculated by PeopleSoft
ELEM_SEC_TUIT	INST_S_EST_CALC	Calculated by PeopleSoft
ELEM_SEC_TUIT	INST_S_OPT_CALC	Calculated by PeopleSoft
ELEM_SEC_TUIT	FED_P_CALC	Calculated by PeopleSoft
ELEM_SEC_TUIT	FED_S_CALC	Calculated by PeopleSoft
EMERG_RESRV_ALWNC	INST_P_BAS_CALC	Calculated by PeopleSoft
EMERG_RESRV_ALWNC	INST_P_OPT_CALC	Calculated by PeopleSoft
EMERG_RESRV_ALWNC	INST_S_BAS_CALC	Calculated by PeopleSoft
EMERG_RESRV_ALWNC	INST_S_EST_CALC	Calculated by PeopleSoft
EMERG_RESRV_ALWNC	INST_S_OPT_CALC	Calculated by PeopleSoft
EMPLMNT_ALLWNCE	INST_P_BAS_CALC	Calculated by PeopleSoft
EMPLMNT_ALLWNCE	INST_P_OPT_CALC	Calculated by PeopleSoft
EMPLMNT_ALLWNCE	INST_S_BAS_CALC	Calculated by PeopleSoft
EMPLMNT_ALLWNCE	INST_S_EST_CALC	Calculated by PeopleSoft
EMPLMNT_ALLWNCE	INST_S_OPT_CALC	Calculated by PeopleSoft
EMPLMNT_ALLWNCE	FED_P_CALC	Calculated by PeopleSoft
EMPLMNT_ALLWNCE	FED_S_CALC	Calculated by PeopleSoft
FED_TAX_PD	INST_P_BAS_CALC	Calculated by PeopleSoft
FED_TAX_PD	INST_P_OPT_CALC	Calculated by PeopleSoft
FED_TAX_PD	INST_S_BAS_CALC	Calculated by PeopleSoft
FED_TAX_PD	INST_S_EST_CALC	Calculated by PeopleSoft
FED_TAX_PD	INST_S_OPT_CALC	Calculated by PeopleSoft
FED_TAX_PD	FED_P_CALC	Calculated by PeopleSoft
FED_TAX_PD	FED_S_CALC	Calculated by PeopleSoft
FICA_TAX_PD	INST_P_BAS_CALC	Calculated by PeopleSoft
FICA_TAX_PD	INST_P_OPT_CALC	Calculated by PeopleSoft
FICA_TAX_PD	INST_S_BAS_CALC	Calculated by PeopleSoft
FICA_TAX_PD	INST_S_EST_CALC	Calculated by PeopleSoft
FICA_TAX_PD	INST_S_OPT_CALC	Calculated by PeopleSoft
FICA_TAX_PD	FED_P_CALC	Calculated by PeopleSoft
FICA_TAX_PD	FED_S_CALC	Calculated by PeopleSoft
HOME_EQUITY	INST_P_BAS_CALC	Calculated by PeopleSoft
HOME_EQUITY	INST_P_OPT_CALC	Calculated by PeopleSoft
HOME_EQUITY	INST_S_BAS_CALC	Calculated by PeopleSoft
HOME_EQUITY	INST_S_EST_CALC	Calculated by PeopleSoft
HOME_EQUITY	INST_S_OPT_CALC	Calculated by PeopleSoft
HOME_EQUITY	FED_P_CALC	Calculated by PeopleSoft
HOME_EQUITY	FED_S_CALC	Calculated by PeopleSoft
INC_PROT_ALLWNCE	INST_P_BAS_CALC	Calculated by PeopleSoft
INC_PROT_ALLWNCE	INST_P_OPT_CALC	Calculated by PeopleSoft
INC_PROT_ALLWNCE	INST_S_BAS_CALC	Calculated by PeopleSoft
INC_PROT_ALLWNCE	INST_S_EST_CALC	Calculated by PeopleSoft
INC_PROT_ALLWNCE	INST_S_OPT_CALC	Calculated by PeopleSoft
INC_PROTECTN_ALWNC	FED_P_CALC	Calculated by PeopleSoft
INC_PROTECTN_ALWNC	FED_S_CALC	Calculated by PeopleSoft
INCOME_ADJUSTMENTS	FED_P_CALC	Calculated by PeopleSoft
INCOME_ADJUSTMENTS	FED_S_CALC	Calculated by PeopleSoft
INCOME_CONTRIB	INST_P_BAS_CALC	309	2008	2013
INCOME_CONTRIB	INST_P_OPT_CALC	314	2054	2059
INCOME_CONTRIB	INST_S_BAS_CALC	324	2139	2144
INCOME_CONTRIB	INST_S_EST_CALC	329	2184	2189
INCOME_CONTRIB	INST_S_OPT_CALC	334	2225	2230
INCOME_CONTRIB	FED_P_CALC	319	2100	2105
INCOME_CONTRIB	FED_S_CALC	339	2270	2275
INCOME_SUPP	FED_P_CALC	Calculated by PeopleSoft
INCOME_SUPP	FED_S_CALC	Calculated by PeopleSoft
INST_CALC_PC	INST_P_BAS_CALC	Calculated by PeopleSoft
INST_CALC_PC	INST_P_OPT_CALC	Calculated by PeopleSoft
INST_CALC_PC	FED_P_CALC	Calculated by PeopleSoft
INST_CALC_SC	INST_S_BAS_CALC	Calculated by PeopleSoft
INST_CALC_SC	INST_S_EST_CALC	Calculated by PeopleSoft
INST_CALC_SC	INST_S_OPT_CALC	Calculated by PeopleSoft
INST_CALC_SC	FED_S_CALC	Calculated by PeopleSoft
IRA_VALUE	INST_S_BAS_CALC	Calculated by PeopleSoft
IRA_VALUE	INST_S_EST_CALC	Calculated by PeopleSoft
IRA_VALUE	INST_S_OPT_CALC	Calculated by PeopleSoft
IRA_VALUE	FED_P_CALC	Calculated by PeopleSoft
IRA_VALUE	FED_S_CALC	Calculated by PeopleSoft
LOW_INC_ASSET_ALLW	INST_P_BAS_CALC	Calculated by PeopleSoft
LOW_INC_ASSET_ALLW	INST_P_OPT_CALC	Calculated by PeopleSoft
LOW_INC_ASSET_ALLW	INST_S_BAS_CALC	Calculated by PeopleSoft
LOW_INC_ASSET_ALLW	INST_S_EST_CALC	Calculated by PeopleSoft
LOW_INC_ASSET_ALLW	INST_S_OPT_CALC	Calculated by PeopleSoft
MED_DENT_EXPENSES	INST_P_BAS_CALC	Calculated by PeopleSoft
MED_DENT_EXPENSES	INST_P_OPT_CALC	Calculated by PeopleSoft
MED_DENT_EXPENSES	INST_S_BAS_CALC	Calculated by PeopleSoft
MED_DENT_EXPENSES	INST_S_EST_CALC	Calculated by PeopleSoft
MED_DENT_EXPENSES	INST_S_OPT_CALC	Calculated by PeopleSoft
NET_WORTH	INST_P_BAS_CALC	Calculated by PeopleSoft
NET_WORTH	INST_P_OPT_CALC	Calculated by PeopleSoft
NET_WORTH	INST_S_BAS_CALC	Calculated by PeopleSoft
NET_WORTH	INST_S_EST_CALC	Calculated by PeopleSoft
NET_WORTH	INST_S_OPT_CALC	Calculated by PeopleSoft
NET_WORTH	FED_P_CALC	Calculated by PeopleSoft
NET_WORTH	FED_S_CALC	Calculated by PeopleSoft
NUM_IN_COL_ADJ_PCT	INST_P_BAS_CALC	Calculated by PeopleSoft
NUM_IN_COL_ADJ_PCT	INST_P_OPT_CALC	Calculated by PeopleSoft
NUM_IN_COL_ADJ_PCT	INST_S_BAS_CALC	Calculated by PeopleSoft
NUM_IN_COL_ADJ_PCT	INST_S_OPT_CALC	Calculated by PeopleSoft
NUM_IN_COL_ADJ_PCT	INST_S_EST_CALC	Calculated by PeopleSoft
NUM_IN_COLL	FED_P_CALC	Calculated by PeopleSoft
NUM_IN_COLL	FED_S_CALC	Calculated by PeopleSoft
RE_INVEST_EQUITY	INST_P_BAS_CALC	Calculated by PeopleSoft
RE_INVEST_EQUITY	INST_P_OPT_CALC	Calculated by PeopleSoft
RE_INVEST_EQUITY	INST_S_BAS_CALC	Calculated by PeopleSoft
RE_INVEST_EQUITY	INST_S_EST_CALC	Calculated by PeopleSoft
RE_INVEST_EQUITY	INST_S_OPT_CALC	Calculated by PeopleSoft
RE_INVEST_EQUITY	FED_P_CALC	Calculated by PeopleSoft
RE_INVEST_VALUE	FED_S_CALC	Calculated by PeopleSoft
SFA_CP_PERCENT_INC	INST_P_BAS_CALC	453	2746	2747
SFA_CP_INC_CONTRB	INST_P_BAS_CALC	454	2748	2752
SFA_CP_AST_CONTRIB	INST_P_BAS_CALC	455	2753	2757
SFA_CP_TOT__CONTRIB	INST_P_BAS_CALC	456	2758	2762
SFA_CP_PERCENT_INC	INST_P_OPT_CALC	457	2763	2764
SFA_CP_INC_CONTRB	INST_P_OPT_CALC	458	2765	2769
SFA_CP_AST_CONTRIB	INST_P_OPT_CALC	459	2770	2774
SFA_CP_TOT_CONTRIB	INST_P_OPT_CALC	460	2775	2779
STATE_TAX_PD	INST_P_BAS_CALC	Calculated by PeopleSoft
STATE_TAX_PD	INST_P_OPT_CALC	Calculated by PeopleSoft
STATE_TAX_PD	INST_S_BAS_CALC	Calculated by PeopleSoft
STATE_TAX_PD	INST_S_EST_CALC	Calculated by PeopleSoft
STATE_TAX_PD	INST_S_OPT_CALC	Calculated by PeopleSoft
STATE_TAX_PD	FED_P_CALC	Calculated by PeopleSoft
STATE_TAX_PD	FED_S_CALC	Calculated by PeopleSoft
TAXABLE_INCOME	INST_P_BAS_CALC	Calculated by PeopleSoft
TAXABLE_INCOME	INST_P_OPT_CALC	Calculated by PeopleSoft
TAXABLE_INCOME	INST_S_BAS_CALC	Calculated by PeopleSoft
TAXABLE_INCOME	INST_S_EST_CALC	Calculated by PeopleSoft
TAXABLE_INCOME	INST_S_OPT_CALC	Calculated by PeopleSoft
TAXABLE_INCOME	FED_P_CALC	Calculated by PeopleSoft
TAXABLE_INCOME	FED_S_CALC	Calculated by PeopleSoft
TAXABLE_INCOME	FED_P_CALC	Calculated by PeopleSoft
TAXABLE_INCOME	FED_S_CALC	Calculated by PeopleSoft
TOTAL_ALLWNCE	INST_P_BAS_CALC	Calculated by PeopleSoft
TOTAL_ALLWNCE	INST_P_OPT_CALC	Calculated by PeopleSoft
TOTAL_ALLWNCE	INST_S_BAS_CALC	Calculated by PeopleSoft
TOTAL_ALLWNCE	INST_S_EST_CALC	Calculated by PeopleSoft
TOTAL_ALLWNCE	INST_S_OPT_CALC	Calculated by PeopleSoft
TOTAL_ALLWNCE	FED_P_CALC	Calculated by PeopleSoft
TOTAL_ALLWNCE	FED_S_CALC	Calculated by PeopleSoft
TOTAL_CONTRIB	INST_P_BAS_CALC	Calculated by PeopleSoft
TOTAL_CONTRIB	INST_P_OPT_CALC	Calculated by PeopleSoft
TOTAL_CONTRIB	INST_S_BAS_CALC	Calculated by PeopleSoft
TOTAL_CONTRIB	INST_S_EST_CALC	Calculated by PeopleSoft
TOTAL_CONTRIB	INST_S_OPT_CALC	Calculated by PeopleSoft
TOTAL_CONTRIB	FED_P_CALC	Calculated by PeopleSoft
TOTAL_CONTRIB	FED_S_CALC	Calculated by PeopleSoft
TOTAL_INCOME	INST_P_BAS_CALC	307	1995	2002
TOTAL_INCOME	INST_P_OPT_CALC	312	2041	2048
TOTAL_INCOME	INST_S_BAS_CALC	322	2127	2133
TOTAL_INCOME	INST_S_EST_CALC	327	2172	2178
TOTAL_INCOME	INST_S_OPT_CALC	332	2213	2219
TOTAL_INCOME	FED_P_CALC	317	2087	2094
TOTAL_INCOME	FED_S_CALC	337	2258	2264
TRUSTS	INST_P_BAS_CALC	Calculated by PeopleSoft
TRUSTS	INST_P_OPT_CALC	Calculated by PeopleSoft
TRUSTS	INST_S_BAS_CALC	Calculated by PeopleSoft
TRUSTS	INST_S_EST_CALC	Calculated by PeopleSoft
TRUSTS	INST_S_OPT_CALC	Calculated by PeopleSoft
TRUSTS	FED_S_CALC	Calculated by PeopleSoft
UNTAXED_INC_BEN	INST_P_BAS_CALC	Calculated by PeopleSoft
UNTAXED_INC_BEN	INST_P_OPT_CALC	Calculated by PeopleSoft
UNTAXED_INC_BEN	INST_S_BAS_CALC	Calculated by PeopleSoft
UNTAXED_INC_BEN	INST_S_EST_CALC	Calculated by PeopleSoft
UNTAXED_INC_BEN	INST_S_OPT_CALC	Calculated by PeopleSoft
UNTAXED_INC_BEN	FED_P_CALC	Calculated by PeopleSoft
UNTAXED_INC_BEN	FED_S_CALC	Calculated by PeopleSoft

See Also

Instructions provided with the College Board PROFILE or Need Access Applications for more information about the use of this component for PROFILE and Need Access.

Loading and Managing PROFILE Processes

Before you begin loading applications, define all PROFILE data load parameters and set up your run control options using the Financial Aid Run Controls page. This section describes how to:

Load PROFILE applications.
Recycle PROFILE suspense records.
Process PROFILE suspended records.

Note. PeopleSoft supports only the short form file length for PROFILE data received from College Board.

Note. PeopleSoft supports two academic years of PROFILE data loads, 2004–2005 and 2005–2006.

Pages Used to Load and Manage PROFILE Processes

Page Name	Object Name	Navigation	Usage
PROFILE Load	RUNCTL_FAPFIN01	Financial Aid, File Management, PROFILE Import, Load Records 2005–2006	Import PROFILE applications into the database.
PROFILE Recycle	RUNCTL_FAPFSR01	Financial Aid, File Management, PROFILE Import, Recycle Suspense 2005–2006	Look at PROFILE suspense records.
PROFILE Suspense Move	RUNCTL_FAMVPF01	Financial Aid, File Management, PROFILE Import, Move Suspense 2005–2006	Process suspended PROFILE records that have been marked as add or delete on the PROFILE Data Load Parameters page.

Loading PROFILE Applications

Data not loaded to the PROFILE tables can be loaded to a staging table. As an example, your school may only admit 60 percent of those students who actually list your School Code on the PROFILE or Need Access application. Instead of loading every student who has listed your school code on the PROFILE or Need Access application, you can load only those students officially admitted.

Overriding Contributions with PROFILE Load Processing

With the Override Institutional EFC link and page, you can make a professional judgment adjustment to the academic or non-standard Parent Contribution, and Student Contribution. If the Use EFC Override Value check box is selected on the INAS Institutional Extension pages at the time the PROFILE Load and Suspense/Move processes run, the PROFILE load will evaluate and incorporate the EFC Override Values. The evaluation process occurs only if the Use EFC Override Values option is selected on the Set Up PROFILE Data Load Parms page. After the PROFILE Load and Suspense/Move process evaluates and loads the student record, the EFC Override values display on the Contribution for Student row on the Computation Data page. The system marks the values with an O on the Computation Data page. This functionality is available beginning in aid year 2004..

PROFILE Load Page

Access the PROFILE Load page.

The system displays the Run Control ID. The system displays the Process Name, Input/Output file and Update indicator values that you set in the Financial Aid Run Controls page. The system also displays the Last Run Date and the Last Sequence Number of the process.

Select an Academic Institution from the available options.

Click the Run button to run the process scheduler. Whenever any of the processes are run, an SQR Log is created that lists each student and what action was taken regarding their record.

This process is set up as a job. The job runs two processes, first is the PROFILE Load process, second is the Automated Batch Publish process. If the PROFILE Load process fails, the Automated Batch Publish process stays in pending status and the job errors.

Recycling PROFILE Suspense Records

The PROFILE Recycle process looks at PROFILE suspense records and attempts to load any application now meeting PROFILE data load parameters of Add Level, Suspense Level or Search/Match Level. Suspense Recycle runs off of current parameters not parameters used for the initial load. This process provides a system review and enables a selection process of initially suspended PROFILE records that now meet the conditions of the Data Load Parameters. As an example, a student's record did not meet the condition of being admitted during the initial load process. Two days later the student is admitted and not meets the condition of being admitted. Your school determines that these conditions also exist for several hundred other students. To process these records in batch, you may choose to run the Suspense Recycle process as a scheduled routine. The Suspense Recycle automatically sets the Processing Action Status on the Suspense Control Page to the Add Action value defined in the Suspense Recycle Run Control.

Access the PROFILE Suspense Recycle page.

Processing PROFILE Suspense Move

The suspense move process ignores the PROFILE data load parameters and simply loads the marked records. Suspense Move involves the user initially setting a flag. Processing Action Status on the Suspense Control Page through the suspense Recycle process, or by manually setting the Processing Action Status. The Processing Action Status choices include Add — Replace, Add, Do NOT Replace, or Delete for individually suspended records. The flagged records are selected and the appropriate action, load or delete, is applied to the Application Tables by the Suspense Move background process.

This process is set up as a job. The job runs two processes, first is the PROFILE Suspense Move process and second is the Automated Batch Publish process. If the PROFILE Suspense Move process fails, the Automated Batch Publish process stays in pending status and the job errors.

Access the PROFILE Suspense Move page.

Loading and Managing Need Access Processes

Before you begin loading applications, define all Need Access data load parameters and set up your run control options using the Financial Aid Run Controls page. This section describes how to:

Load Need Access application.
Recycle Need Access suspense records.
Process Need Access suspended records.

Note. PeopleSoft supports loading Need Access records into your institution's database. The ability to perform an INAS or Need Access calculation against Need Access data does not currently exist. PeopleSoft supports only the short form file length for Need Access data received from the Access Group.

Note. PeopleSoft supports two academic years of Need Access data loads, 2004–2005 and 2005–2006.

Pages Used to Load and Manage Need Access Processes

Page Name	Object Name	Navigation	Usage
Need Access Load 05/06	RUNCTL_FAMVNA01	Financial Aid, File Management, Need Access Import, Load Records 2005–2006	Import Need Access applications into the database.
Need Access Recycle Suspended 2005–2006	RUNCTL_FANASR01	Financial Aid, File Management, Need Access Import, Recycle Suspended 2005–2006	Look at Need Access suspense records.
Move Suspense 2005–2006	RUNCTL_FAMVNA01	Financial Aid, File Management, Need Access Import, Move Suspense 2005–2006	Process suspended Need Access records that have been marked as add or delete on the Need Access Data Load Parameters page.

Loading Need Access Applications

Data not loaded to the Need Access tables can be loaded to a staging table. As an example, your school may only admit 60 percent of those students who actually list your School Code on the Need Access or PROFILE Application. Instead of loading every student who has listed you school code on their application, you can load only those students officially admitted.

Access the Need Access Load 05/06 page.

This process is set up as a job. The job runs two processes, first is the Need Access Load process, and second is the Automated Batch Publish process. If the Need Access Load process fails, the Automated Batch Publish process stays in pending status and the job errors.

The system displays Run Control ID. The system displays the Process Name, Input/Output file, and Update indicator values that you set in the Financial Aid Run Controls page. The system also displays the Last Run Date and the Last Sequence Number of the process.

Select an Academic Institution from the available options.

Click the Run button to run the process scheduler. Whenever any of the processes are run, an SQR log is created that lists each student and what action was taken regarding their record.

Recycling Need Access Suspense Records

The Need Access Recycle process looks at Need Access suspense records and attempts to load any application now meeting Need Access data load parameters of Add Level, Suspense Level or Search/Match Level. Suspense Recycle runs from current parameters not parameters used for the initial load. This process provides a system review and enables a selection process of initially suspended Need Access records which now meet the conditions of the Data Load Parameters. As an example, a student's record did not meet the search match condition of being admitted during the initial load process. Two days later the student is admitted and now meets the condition of being admitted. Your school determines that these conditions also exist for several hundred other students. To process these records in batch, the user may choose to run the Suspense Recycle process as a scheduled routine. The Suspense Recycle automatically sets the Processing Action Status on the Suspense Control page to the Add Action value defined in the Suspense Recycle Run Control.

Access the Need Access Recycle Suspense 05/06 page.

Note. You can reset the data load parameters, after the initial load has been run, to move records from suspense to the application tables for students who did not meet your first load criteria.

The system displays the Run Control ID. The system displays the Process Name, Input/Output File, and Update indicator values that you set in the Financial Aid Run Controls page.

The system displays the Add Action, Last Run Date, and the Last Sequence Number of the process.

Select an Academic Institution from the available options.

Click the Run button to run the process scheduler.

Processing Need Access Suspense Moves

The suspense move process ignores the Need Access data load parameters and simply loads the marked records. Suspense Move involves the user initially setting a flag. Processing Action Status on the Suspense Control page through the suspense Recycle process, or by manually setting the Processing Action Status. The Processing Action Status choices include Add- Replace, Add, Do NOT Replace or Delete for individually suspended records. The flagged records are selected and the appropriate action, load or delete, is applied to the Application Tables by the Suspense Move background process.

Access the Need Access Move Suspense 05/06 page.

Using PROFILE Suspense Management

This section describes how to:

Control the processing action applied to PROFILE records that are in suspense.
View information about specific records that are currently in suspense.
Evaluate records loaded into the suspense tables during each subsequent application load.

Pages Used to Manage PROFILE Applications

Page Name	Object Name	Navigation	Usage
Profile Suspense Management	PROF_SUSP_CNTRL_06	Financial Aid, File Management, PROFILE Import, Suspended Records 2005–2006	Mange the PROFILE applications you choose not to load during an incoming application process.
General Information	PROF_SUSP_INFO_SEC	Click the General Information link on the Profile Suspense Management page.	View the general information for a student whose record is in suspense.
FNAR Messages	PROF_SUSP_FNAR_SEC	Click the FNAR Messages link on the Profile Suspense Management page.	View the FNAR messages for a student whose record is in suspense.

Using PROFILE Suspense Control

Access the PROFILE Suspense Management page.

The system displays the student's name, Aid Year, CSS ID, Institution, CSS School Code, SSN (Social Security Number), Date Application Loaded, Date Application Received, and Application Source Code.

EmplID

Use to search for a student's ID to confirm whether one already exists in the database. For example, a student may fail your application load process due to a misspelled name or SSN error, but still be in your database.

Student Information

The system displays the student's Date of Birth, Admit Level, and Suspend Reason.

Note. It is important to be thorough when searching for a possible existing ID for a student so that you do not run the risk of creating more than one ID for a student.

Processing Action

Add to Database (Replace)	Select if you want to move this student from suspense into the database and replace an existing record with the same ID number.
Add to Database (Do NOT Replace)	Select if you want to move this student from suspense into the database and not replace an existing record with the same ID number.
Delete from Database	Select if you want to remove the student from suspense and from your database.

Reporting Type

1st Time Application	Select to see first time applicant records.
Subsequent Application	Select to see subsequent applicant records.
Registration Only	Registration only records do not load into the database.
General Information	Click to access the General Information page.
FNAR Messages	Click to access the FNAR Messages page.

PROFILE Page Map 2006

Field Name	Record	College Board Field Number	College Board Start Position	College Board End Position
ADMIT_LVL	SUSP_PROF_CNTRL	Calculated by PeopleSoft
AID_YEAR	SUSP_PROF_CNTRL	Calculated by PeopleSoft
APP_SOURCE_CODE	SUSP_PROF_CNTRL	Calculated by PeopleSoft
BIRTHDATE	SUSP_PROF_COMM	23	155	162
CSS_ID	SUSP_PROF_COMM	4	8	14
CSS_SCHOOL_CODE	SUSP_PROF_CNTRL	1	1	4
DT_APP_LOADED	SUSP_PROF_CNTRL	Calculated by PeopleSoft
DT_APP_RECEIVED	SUSP_PROF_CNTRL	7	24	31
EMPLID	SUSP_PROF_COMM	Calculated by PeopleSoft
INSTITUTION	SUSP_PROF_COMM	Calculated by PeopleSoft
NAME	SUSP_PROF_COMM	14–16	63	91
PROCESSING_ACTION	SUSP_PROF_CNTRL	Calculated by PeopleSoft
REPORTING_TYPE	SUSP_PROF_CNTRL	12	57	1
SSN	SUSP_PROF_COMM	24	163	171
SUSPEND_REASON	SUSP_PROF_CNTRL	Calculated by PeopleSoft

General Information Page PROFILE NEED ACCESS 2006 Page Map

Field Name	Record	College Board Field Number	College Board Start Position	College Board End Position
BIRTHDATE	SUSP_PROF_COMM	23	155	162
CITIZENSHIP_STATUS	SUSP_PROF_COMM	3	219	219
CURRENT_GRADE_LVL	SUSP_PROF_STDNT	27	212	212
MARITAL_STAT	SUSP_PROF_STDNT	28	213	213
SSN	SUSP_PROF_COMM	24	163	171

FNAR Messages Page PROFILE NEED ACCESS 2006 Page Map

Field Name	Record	College Board Field Number	College Board Start Position	College Board End Position
FNAR_MESSAGE_NBR	SUSP_PROF_STMSG	Calculated by PeopleSoft

Reviewing Institutional Correction Audits

This section discusses how to review your institution’s corrections audit information.

Page Used to Review Institutional Correction Audits

Page Name	Object Name	Navigation	Usage
Institutional Application Correction Audits	INST_CORR_AUDITS	Financial Aid, Institutional Application Data, View Correction Audits	Review corrections made to a student’s institutional application using the Maintain Institutional Application component. This page enables you to track certain limited changes that you make to a student’s institutional application data.

Using the Correction Audit page

Access the Institutional Application Correction Audits page.

The system displays the student's name, ID, Aid Year, and Institution.

The system displays the User ID of the person who made the change, the Date/Time of the change, the application Source for the Old data, the record and field name of what changed, the original data—Old, and the changed data—New.

The most recent changes for a particular student are shown at the top of the page. All changes for the student are listed on this page.

Using Need Access Suspense Management

This section describes how to:

Control the processing action applied to Need Access records that are in suspense.
View information about specific records that are currently in suspense.
Evaluate records loaded into the suspense tables during each subsequent application load.

Page Used to Manage Need Access Applications

Page Name	Object Name	Navigation	Usage
Need Access Suspense Management	PROF_SUSP_CNTRL_06	Financial Aid, File Management, Need Access Import, Suspended Records 05/06	Manage the Need Access applications you choose not to load during an incoming application process.

Using Need Access Suspense Control

Access the Need Access Suspense Management page.

The system displays the student's name, Aid Year, College Board ID, Institution College Board School Code, SSN, Date Application Loaded, Date Application Received, and Application Source Code.

EmplID

Student Information

The system displays the student's Date of Birth, Admit Level, and Suspend Reason.

Note. It is important to be thorough when searching for a possible existing ID for a student so that you do not run the risk of creating more than one ID for a student.

Processing Action

Add to Database (Replace)	Select if you want to move this student from suspense into the database and replace an existing record with the same ID number.
Add to Database (Do NOT Replace)	Select if you want to move this student from suspense into the database and not replace an existing record with the same ID number.
Delete from Database	Select if you want to remove the student from suspense and from your database.

Reporting Type

1st Time Application	Select to see first time applicant records.
Subsequent Application	Select to see subsequent applicant records.
Registration Only	Registration only records do not load into the database.