Reviewing EFC Summary Information

This chapter gives an overview of expected family contribution information and describes how to:

Review federal EFC information.
Review institutional EFC information.

Viewing Federal EFC Information

This section discusses viewing Federal EFC summary information.

Note. The navigation paths for the pages listed in the following page introduction table are for aid year 2004/2005. PeopleSoft supports access for three active years.

Pages Used to Review Federal EFC Information

Page Name	Object Name	Navigation	Usage
Federal EFC Summary	ISIR_FM_SUMRY	Financial Aid, Federal Application Data, View 2004–2005 FM EFC Detail	Review information about a student’s federal EFC (expected family contribution).
ISIR Information	ISIR_INFO_SMRY_SEC	Click the ISIR Information Summary link on the Federal EFC Summary inquiry page.	View ISIR summary information for this student.
Assumption Detail	STDNT_FM_ASMP_SEC	Click the Assumption Detail link on the Federal EFC Summary inquiry page.	View a long description of any assumption the system is using in the INAS calculation.
Total Income Detail	ISIR_TI_SEC	Click the Total Income detail link on the Federal EFC Summary inquiry page.	View income information for this student.
Total Allowances Detail	ISIR_TA_SEC	Click the Total Allowances detail link on the Federal EFC Summary inquiry page.	View allowances information for this student.
Available Income Detail	ISIR_AI_SEC	Click the Available Income detail link on the Federal EFC Summary inquiry page.	View available income information for this student.
Total Parent Contribution Detail	ISIR_PC_SEC	Click the Total Parent Contribution detail link on the Federal EFC Summary inquiry page.	View total parent contribution information for this student. This page is available only if the student is a dependent.
Total Student Contribution Detail	ISIR_SC_SEC	Click the Total Student Contribution detail link on the Federal EFC Summary inquiry page.	View information about this student’s total contribution.
Prorated EFC Detail	ISIR_EFC_SEC	Click the Prorated EFC detail link on the Federal EFC Summary inquiry page.	View information about the prorated EFC for this student.

Reviewing Federal EFC Summary Detail

Access the Federal EFC Summary page.

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

Click the ISIR Information Summary link to view ISIR Summary information for this student.

Viewing ISIR Information

Access the ISIR Information Summary page.

The system displays the date the application was received, the Pell ID and eligibility, Dependency Status,, Federal PELL Eligibility,Selective Service Match and Registration, SSN (Social Security Number) and Match, INS Match, VA Match, Prisoner Match, Verification Selection Indicator, Citizenship Status, SAR C Flag, SSA Citizenship Indicator, and INS Verification Number.

Click the Assumption Detail link to view a long description of any assumption the system is using in the INAS calculation.

Viewing Federal Assumption Details

Access the Federal Assumption Detail page.

Select the Detail links to view Total Income, Total Allowances, Available Income, Total Parent Contribution, Total Student Contribution, Prorated EFC, and Primary EFC detail for this student.

Viewing Total Income Details

Access the Total Income Detail page.

Total Income is the combination of taxable income, untaxed income and income adjustments on earned income.

Viewing Total Allowances

Access the Total Allowances Detail page.

Total Allowances is the sum of U.S. taxes paid, state tax allowance, FICA taxes, income protection allowance, and employment allowance.

Viewing Available Income

Access the Available Income Detail page.

Available Income is total income less total allowances.

Viewing Total Parent Contribution

Access the Total Parent Contribution Detail page.

Total Parent Contribution provides final income and asset contribution calculations for the parent. The Total Parent Contribution amount is added to the Primary EFC for dependent students.

Note. If the student's dependency status is independent, the detail button for Total Parent Contribution is unavailable.

Viewing Total Student Contribution

Access the Total Student Contribution Detail page.

Total Student Contribution provides final income and asset contributions for the student. The Total Student Contribution amount is added to the Primary EFC.

Viewing Prorated EFC Details

Access the Prorated EFC Detail page.

Prorated EFC provides parent contribution, student income contribution, and student asset contribution for enrollment periods equal or not equal to nine months.

Viewing Institutional EFC Summary Detail Information

This section discusses viewing Institutional EFC summary information.

Note. The navigation paths for the pages listed in the following page introduction table are for aid year 2004–2005. PeopleSoft supports access for three active aid years.

Pages Used to Review Institutional EFC Summary Detail

Page Name	Object Name	Navigation	Usage
Institutional EFC Summary	INST_INAS_SMRY_06	Financial Aid, Institutional Application Data, View 2005–2006 IM EFC Detail	Review information about a student’s Institutional EFC (expected family contribution).
Institutional Assumption Detail	STDNT_IM_ASMP_SEC	Click the IM Assumptionslink on the Institutional EFC Summary Detail page.	View the institutional assumptions that apply to a student. INAS IM Assumption Codes are defined by the PROFILE forms and are delivered with Financial Aid. An assumption is an assumed response to a question that is left blank or to a response that was inconsistent with the guidelines.
Total Income Detail Parent Contribution IM	INST_PIM_TIO_SEC02	Click the Total Income detail link on the Institutional EFC Summary Detail page.	View information about parents' income using your institutional methodology.
Total Income Detail Parent Contribution - EFM	INST_PFM_TI_SEC_02	Click the Total Income detail link on the Institutional EFC Summary Detail page.	View information about parents’ contribution using estimated federal methodology.
Total Income Detail Student Contribution - IM	INST_SIM_TI_SEC_02	Click the Total Income detail link on the Institutional EFC Summary Detail page.	View information about student’s contribution using your institutional methodology.
Total Income Detail Student Contribution − EFM	INST_SFM_TI_SEC_05	Click the Total Income detail link on the Institutional EFC Summary Detail page.	View information about student’s contribution using estimated federal methodology.
Available Income Detail Parent contribution − IM	INST_SFM_TI_SEC_02	Click the Total Income detail link on the Institutional EFC Summary Detail page.	View information about student’s contribution using estimated federal methodology.
Available Income Detail Parent Contribution - EFM	INST_PFM_AI_SEC_02	Click the Available Income detail link on the Institutional EFC Summary Detail page.	View information about parent’s contribution using estimated federal methodology.
Available Income Detail Student Contribution − IM	INST_SIM_AIO_SEC02	Click the Available Income detail link on the Institutional EFC Summary Detail page.	View information about student contribution using your institutional methodology.
Available Income Detail Student EFM	INST_SFM_AI_SEC_02	Click the Available Income detail link on the Institutional EFC Summary Detail page.	View information about student contribution using estimated federal methodology.
Net Worth Detail Parent Contribution IM	INST_PIM_NW_SEC_02	Click the Net Worth detail link for Parent Contribution, on the Institutional EFC Summary Detail page.	View detail information about parent’s net worth.
Net Worth Detail Parent Contribution − EFM	INST_PFM_NW_SEC_02	Click the Net Worth detail link for Parent Contribution, on the Institutional EFC Summary Detail page.	View detail information about parent’s net worth.
Net Worth Detail Student Contribution - IM	INST_SIM_NWO_SEC02	Click the Net Worth detail link for Student Contribution, on the Institutional EFC Summary Detail page.	View detail information about student’s net worth.
Net Worth Student Contribution − EFM	INST_SFM_NW_SEC_02	Click the Net Worth detail link on the Institutional EFC Summary Detail page.	View information about student contribution using estimated federal methodology.
Discretionary Net Worth Income Supplement Detail Parent Contribution - IM	INST_PIM_DN_SEC_02	Click the Discretionary Net Worth/Income Supplement detail link on the Institutional EFC Summary Detail page.	View information about parent contribution using your institutional methodology.
Discretionary Net Worth Income Supplement Detail Parent Contribution − EFM	INST_PFM_IS_SEC_02	Click the Discretionary Net Worth/Income Supplement detail link on the Institutional EFC Summary Detail page.	View information about parent contribution using estimated federal methodology.
Discretionary Net Worth Income Supplement Detail Student Contribution − IM	INST_SIM_DNO_SEC_02	Click the Discretionary Net Worth/Income Supplement detail link on the Institutional EFC Summary Detail page.	View information about student contribution using your institutional methodology.
Discretionary Net Worth Income Supplement Detail Student Contribution − EFM	INST_SFM_IS_SEC_02	Click the Contribution for Student detail link on the Institutional EFC Summary Detail page.	View information about student contribution using estimated federal methodology.
Contribution for Student Detail Parent Contribution − IM	INST_PIM_TC_SEC_02	Click the Contribution for Student detail link on the Institutional EFC Summary Detail page.	View information about student contribution using your institutional methodology.
Contribution for Student Detail Parent Contribution − EFM	INST_PFM_TC_SEC_02	Click the Contribution for Student detail link on the Institutional EFC Summary Detail page.	View information about student contribution using federal methodology.
Contribution for Student Detail Student Contribution − IM	INST_SIM_TC_SEC_02	Click the Contribution for Student detail link on the Institutional EFC Summary Detail page.	View information about student contribution using your institutional methodology.
Contribution for Student Detail Student Contribution − EFM	INST_SFM_TC_SEC_02	Click the Contribution for Student detail link on the Institutional EFC Summary Detail page.	View information about student contribution using federal methodology.

Reviewing Institutional EFC Summary/Detail

Access the Institutional EFC Summary page.

The system displays the student’s name, ID, Aid Year, application Source, Institution, Total Income, Available Income, Net Worth, Discretionary Net Worth/Income Supplement, and Contribution for Student for both parent and student contribution for this student.

Parent Contribution

Base IM	Uses the institutional methodology based on the College Scholarship Service (CSS) formula.
IM w/Options	Uses the institutional methodology delivered with CSS and reflects override options set up by your institution.
EFM (estimated federal methodology)	Uses CSS provided federal methodology formula to calculate an estimated federal parent contribution.

Student Contribution

Base IM	Uses the institutional methodology based on the College Scholarship Service (CSS) formula.
IM Estimated	Uses the institutional methodology estimated summer and academic year data. All computations in this section are nine-month calculations, regardless of the student’s dependency status.
IM w/Options	Uses the institutional methodology delivered with CSS and reflects override options set up by your institution.
EFM (estimated federal methodology)	Uses CSS provided federal methodology formula to calculate an estimated federal student contribution.

Click the Assumptions link to view a long description of the Assumption Code.

Viewing Institutional Assumption Details

Access the Institutional Assumption Detail page.

The system displays the Assumption Code and the Long Description for INAS Assumptions that apply to a student.

Viewing Total Parent Income - IM with Options

Access the Total Income Detail Parent Contribution Institutional Methodology with Options page.

The system displays Taxable Income, Untaxed Income, Adjustments to Income, and Total Income.

The Total Income is the difference between the combination of taxable income, untaxed income and adjustments to income on earned income. The calculations on this page are based on your institutional methodology.

Viewing Total Parent Income - Estimated Federal Methodology

Access the Total Income Detail Parent Contribution Estimated Federal Methodology page.

The system displays Taxable Income, Untaxed Income, Income Adjustments, and Total Income.

The Total Income is the difference between the combination of taxable income, untaxed income, and income adjustments on earned income. The calculations on this page are based on estimated federal methodology.

Viewing Total Student Income - IM

Access the Total Income Detail Student Contribution — Base IM page.

The system displays Taxable Income, Untaxed Income, Adjustments to Income, and Total Income.

Viewing Total Student Income - EFM

Access the Student Contribution EFM page.

The system displays Taxable Income, Untaxed Income, Income Adjustments, and Total Income.

Viewing Available Parent Income - IM

Access the Available Income Detail Parent Contribution IM page.

The system displays allowances for U.S. Income Tax, State Income Tax, FICA Taxes, Medical/Dental expenses, Elementary/Secondary Tuition, Employment Allowance, Annual Educ Savings Allowance (annual education savings allowance), IPA/MMA (income protection allowance/monthly maintenance allowance). The system displays the Total Allowances, which is the sum of the allowances listed. The system also displays Calculated Available Income and the Available Income. The Available Income represents the Total Income, shown on the Total Income page, less the Total Allowances. The calculations on this page are based on your institutional methodology.

Viewing Available Income Detail Parent Contribution EFM Page

Access the Available Income Detail Parent Contribution EFM page.

The system displays allowances for U.S. Income Tax, State Income Tax, FICA Taxes, Medical/Dental expenses, Elementary/Secondary Tuition, Employment Allowance, and Income Protection Allowance. The system displays the Total Allowances, which is the sum of the allowances listed. The system also displays Calculated Available Income and the Available Income. The Available Income represents the Total Income, shown on the Total Income page, less the Total Allowances. The calculations on this page are based on estimated federal methodology.

Viewing Available Income Student - IM

Access the Available Income Detail Student Contribution IM page.

The system displays allowances for U.S. Income Tax, State Income Tax, FICA Taxes, Medical/Dental expenses, Employment Allowance, Annual Educ Savings Allowance (annual education savings allowance), and IPA/MMA (income protection allowance/monthly maintenance allowance). The system displays the Total Allowances, which is the sum of the allowances listed. The system also displays Calculated Available Income and the Available Income. The Available Income represents the Total Income, shown on the Total Income page, less the Total Allowances. The calculations on this page are based on your institutional methodology.

Viewing Available Student Income - EFM

Access the Available Income Detail Student Contribution EFM page.

Viewing Parent Net Worth - IM

Access the Net Worth Detail Parent Contribution IM page.

The system displays Cash Savings, Home Equity, Real Estate/Investment Equity, Adjusted Business/Farm Value, Assets in Sibling’s Name, and the Net Worth. Net Worth as shown here is the sum of cash savings, home equity, real estate and other investment equity, adjusted business/farm value, and siblings’ assets. The calculations on this page are based on your institutional methodology.

Viewing Parent Net Worth - EFM

Access the Net Worth Detail Parent Contribution EFM page.

The system displays Cash Savings, IRA, Keogh, 401K Value, Home Equity, Real Estate/Investment Equity, Adjusted Business/Farm Value, and the Net Worth. Net Worth as shown here is the sum of cash savings, IRA, Keogh, 401K value, home equity, real estate and other investment equity, adjusted business/farm value, and siblings’ assets. The calculations on this page are based on estimated federal methodology.

Viewing Student Net Worth - IM

Access the Net Worth Detail Student Contribution IM page.

The system displays Cash Savings, IRA Value, Home Equity, Real Estate/Investment Equity, Adjusted Business/Farm Value, Value of Trusts, and the Net Worth. Net Worth as shown here is the sum of cash savings, home equity, real estate and other investment equity, adjusted business/farm value, and siblings’ assets. The calculations on this page are based on your institutional methodology.

Viewing Student Net Worth - EFM

Access the Net Worth Detail Student Contribution EFM page.

Viewing Parent Discretionary Net Worth - IM

Access the Discretionary Net Worth Income Supplement Detail Parent Contribution IM page.

The system displays the Emergency Reserve Allowance, Cumulative Ed Savings Allwnce (cumulative education savings allowance), Low Income Asset Allowance, and Discretionary Net Worth. The discretionary net worth is calculated by subtracting the ERA (emergency reserve allowance), CESA (cumulative education savings allowance), and LIAA (low-income asset allowance) from the parents' net worth.

Viewing Parent DNW Income Supplement - EFM

Access the DNW/Income Supplement Detail Parent Contribution EFM page.

The system displays the Asset Protection Allowance (APA), Discretionary Net Worth (DNW), Conversion Percentage and Income Supplement. The DNW is calculated by subtracting the APA from net worth. A conversion percentage is then applied to DNW to provide an income supplement.

Viewing Student DNW Income Supplement - IM

Access the DNW/Income Supplement Detail Student Contribution IM page.

Viewing Student DNW Income Supplement - EFM

Access the DNW/Income Supplement Detail Student Contribution EFM page.

The system displays the Asset Protection Allowance (APA), Discretionary Net Worth (DNW), Conversion Percentage,and Income Supplement. The DNW is calculated by subtracting the APA from net worth. A conversion percentage is then applied to DNW to provide an income supplement.

Viewing Parent Contribution for Student - IM

Access the Contribution for Student Detail Parent Contribution IM page.

The system displays the Total Contribution, Number in College Adjustment, Contribution for Student, Contribution from Income, and Contribution from Assets. The parents' contribution for the individual student is calculated by dividing the total parents' contribution from income and assets by the eligible number in college reported.

Viewing Parent Contribution for Student - EFM

Access the Contribution for Student Detail Parent Contribution EFM page.

The system displays the Adjusted Available Income, Total Contribution, Number in College, Contribution for Student, Contribution from Income, and Contribution from Assets. The parents' contribution for the individual student is calculated by dividing the total parents' contribution from income and assets by the eligible number in college reported.

Viewing Student Contribution - IM

Access the Contribution for Student Detail Student Contribution IM page.

The system displays the Total Contribution, Number in College Adjustment, Contribution for Student, Contribution from Income, and Contribution from Assets. The student's contribution for the individual student is calculated by dividing the total student's contribution from income and assets by the eligible number in college reported.

Viewing Student Contribution - EFM

Access the Contribution for Student Detail Student Contribution EFM page.

The system displays the Adjusted Available Income, Total Contribution, Number in College, Contribution for Student, Contribution from Income, and Contribution from Assets. The student's contribution for an independent (does not apply to dependent) student is calculated by dividing the total student's contribution from income and assets by the eligible number in college reported.