Assessing Eligibility for Financial Aid

This chapter provides an overview of how you determine the type of aid for which a student, who has applied for financial aid, is eligible, and how much aid he can receive, and describes how to:

Set up verification options.
Verify resource and household information.
Request and process National Student Loan Data System data with the Transfer Student Monitoring and Financial Aid History processes.
Review a student's NSLDS data for use in the packaging and awarding process.
View application history.
Use INAS batch calculations.
Use Institutional Need Analysis System (INAS) simulation.
Simulate federal methodology data.

Setting Up Verification Options

Verification is the process of checking the accuracy of the information supplied by students and their families when applying for financial aid. Institutions are required to perform federal verification on a portion of their aid applicants for the purpose of awarding Title IV aid. Financial Aid provides you with a flexible setup to meet the requirements for federal and institutional verification.

See Also

U.S. Dept. of Education's Federal Student Aid Handbook

Page Used to Set Up Verification Options

Page Name	Object Name	Navigation	Usage
Verification Tolerance	VERIF_FLD_TOLS	Set Up SACR, Product Related, Financial Aid, Application Processing, Verification Tolerance Setup	Change the tolerance values delivered for federal and institutional processing to meet the needs of your institution.

Setting Up Tolerances

Access the Verification Tolerance setup page.

The selections on the Verification Tolerance page are delivered demonstration data from Financial Aid.

To set up the verification tolerances for your institution, copy and edit the delivered data to meet the needs of your institution.

The delivered tolerances are based on minimum federal verification requirements, Adjusted Gross Income (AGI) + Untaxed Income – Taxes Paid <= 400.

Note. Student and parent views are separate. We document elements common to all views first.

Common Page Information

Academic Institution	Displays the institution that you selected.
Aid Year	Displays the aid year that you selected.
Effective Date	Displays the effective date for these verification tolerance rules. The effective date defines when the status that you select is valid.
Status	Displays the status for the data. Values are Active or Inactive.
Total Tolerance Federal	Enter the total level accepted for federal requirements. This tolerance is the maximum difference that can exist between a student's reported and verified information and still pass federal requirements. You can also assign a tolerance for each field based on the need of your institution.
Total Tolerance Institutional	Enter the total level accepted for institutional requirements. This tolerance is the maximum difference that can exist between a student's reported and verified information and still meet your institutional requirements. You can also assign a tolerance for each field based on the need of your institution.
Field Number	Enter the field number for each of the fields to verify.
Field Name	Displays the corresponding name for each field to verify.
Federal	Select to apply federal methodology to tolerances.
Institutional	Select to apply institutional methodology to tolerances.

Federal Verification Tab

Tolerance Type	Select the tolerance type to use for federal verification. Values areUse Amountor Use Pct (use percentage).
Tolerance Amount	Enter the maximum amount by which the source and target can differ when federal fields are compared.
Percent Tolerance	Enter the maximum percentage by which the source and target can differ when federal fields are compared.

Institutional Verification Tab

Tolerance Type	Select the tolerance type to use for institutional verification. Select eitherUse Amountand Use Pct (use percentage).
Tolerance Amount	Enter the maximum amount by which the source and target can differ when institutional fields are compared.
Percent Tolerance	Enter the maximum percentage by which the source and target can differ when institutional fields are compared.

Verifying Resource and Household Information

Verification is the process of checking the accuracy of information that students provide when applying for federal and institutional aid. Financial Aid is designed to accommodate both federal and institutional verification needs. Use the pages in the Application Data Verification component to verify the number of persons in the household, the number enrolled in post-secondary education, adjusted gross income, income tax paid for the base year, and certain untaxed income and benefits for the base year.

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 Verify Resource and Household Information

Page Name	Object Name	Navigation	Usage
Household Info	VERIF02_FORM1	Financial Aid, Verification, Manage 2004–2005 Verification, Household Info	Enter documented information about the student and members of the student's household.
TIV School Information	VERIF_SCHL_CD_SEC	Click the TIV Information link on the Household Info page.	View Title IV school information. The link only appears when you enter a valid school code.
Get Institutional Data	VERIF_APP_SRC_CODE	Click the Get Inst Data button on the Household Info page.	Indicate which Application Source code to use to populate fields with institutional data.
Tax Form Data	VERIF04_FORM2	Financial Aid, Verification, Manage 2005–2006 Verification, Tax Form Data	Enter information reported on the filer's tax form.
Income from Wages Detail	VERIF_WAGES_STDNT	Click the Wages link on the Tax Form Data page.	View detail information about wages reported by the person whose data is being verified.
Other Taxable Income	SFA_OTHER_INC1_05	Click the Other Taxable Income button on the Tax Form Data page.	Record 1040A or 1040 tax line items for taxable income other than wages. Entries recorded here can affect totals to Worksheet A.
Schedule 1	VERIF03_SCH1_SEC	Click the Sch 1 (schedule 1) link on the Other Taxable Income page.	View detail information on 1040A interest and dividend income. Entries here can write to Interest Income and Dividend Income.
Schedule B	SCHB99_SEC	Click the Sch B (schedule B) link on the Other Taxable Income page.	View detail information about 1040 interest and dividend income. Entries here write to Interest Income and Dividend Income. Foreign Accounts/Trusts detail is also recorded here.
Schedule C	SCH_C_SEC	Click the Sch C (schedule C) link on the Other Taxable Income page.	Enter or view data about profit or loss from a business. Entries made here write to the Other Taxable Income - Business Income/Loss field.
Schedule D	SFA_SCH_D1_SEC05	Click the Sch D (schedule D) link on the Other Taxable Income page.	Enter or view information about short term capital gains and losses, long term capital gains and losses, and summary and tax computation. Entries made here affect the Other Taxable Income — Capital Gains/Loss field.
Schedule E	SCH_E_SEC	Click the Sch E (schedule E) link on the Other Taxable Income page.	Enter or view supplemental income and loss. Entries made here affect Other Taxable Income — Rental Income, Trusts.
Schedule F	SCH_F_P1_SEC	Click the Sch F (schedule F) link on the Other Taxable Income page.	Enter or view farm income cash or accrual method or expense information. Selecting cash or accrual affects what additional fields the system activates. Accrual activates accrual and expense fields. Cash activates accrual fields only. Entries made here affect Other Taxable Income — Farm Income/Losses.
Income Adjustments	SFA_INCOME_ADJ_06	Click the Income Adjustments link on the Tax Form Data page.	Record 1040 or 1040A adjustments to income. The tax form recorded as filed determines which fields activate. Values entered here write to Tax Form Data/Income Adjustments and may affect Worksheet A totals.
Tax, Credits, and Payments	VERIF04_CREDIT_SEC	Click the Tax, Credits, and Payments link on the Tax Form Data page.	Enter or view tax and credit data. Field activation on this page is dependent on the tax form filed. Taxable income is entered from 1040 line 39, 1040A line 24, and 1040EZ line 6. Tax is entered from 1040 line 40, 1040A line 25, and 1040EZ line 10. All credits entered are subtracted from the tax amount. The net calculated amount writes to Tax Form Data — US Income Tax Paid.
Schedule A Itemize Deductions	SCHA_1_14_SEC	Click the Sch A (schedule A) link on the Tax and Credits page from the Tax Form Data page.	Enter or view medical and dental expenses, taxes paid, interest paid, gifts to charity, casualty and theft losses, and job expenses and miscellaneous deductions. Values entered here affect the total written to the taxable income on the Tax and Credits page.
Untaxed Income	VERIF03_UNTAXED	Click the Untaxed Income link on the Tax Form Data page.	Enter or view information about income that is not taxed. Fields unavailable for entry indicate that the values originate from Other Taxed Income or Income Adjustments. Values entered here are written to the Untaxed Income field on the Tax Form Data page and can affect Worksheet A totals.
W-2 Form	VERIF03_FORM3	Financial Aid, Verification, Manage 2005–2006 Verification, W-2 Form	Verify information reported on a person's W-2 form.
W2 – Box 12	VERIF03_W2_BOX12	Click the Box 12 link on the W-2 Form page.	Enter or view information from Box 12 on the W-2 form.
Worksheet A	VERIFICATION_FORM4	Financial Aid, Verification, Manage 2005–2006 Verification, Worksheet A	View information from Worksheet A.
Worksheet B	VERIF02_FORM_WSB	Financial Aid, Verification, Manage 2005–2006 Verification, Worksheet B	View information from Worksheet B.
Worksheet C	VERIF02_FORM_WSC	Financial Aid, Verification, Manage 2005–2006 Verification, Worksheet C	View information from Worksheet C.
Tax Data Consolidation	VERIF_TAX_CONSL_03	Financial Aid, Verification, Manage 2005–2006 Verification, Tax Data Consolidation	Combine the income and resources of all family members of the individual being verified.
Consolidated Tax Data	VERIF03_CONSL_SEC	Click the Consolidated Tax Data link on the Tax Data Consolidation page.	View or edit all tax and resource information. Some field values from Tax Form Data — Untaxed Income are duplicated on this page to accommodate CSS PROFILE information. For federal purposes, these same fields are also considered and totaled into the Worksheet A, B, and C fields. The federal compare process uses only Worksheet A, B, and C to determine variance.

Verifying Household Information

Access the Household Info page.

The system displays the student name, ID, Aid Year, Institution, National ID, and student's Date of Birth. For students in the U.S., the NID is the Social Security number.

Application Data Verification

Sequence	Enter the sequence number for the row of information to be verified. A separate row of verification data is maintained for each person verified. Select the corresponding option to indicate whose documents are being verified. Options are Student, Spouse, Father, Mother,and Other/Step.
Number in Family	Enter the number in the student's family.
Override Family Members	Select to override the number of family members used to calculate the EFC.
Number in College	Enter the number of the student's family members in college.
Override Number in College	Select to override the number of family members in college used to calculate the EFC.

Household Information

*Member Nbr (member number)	Displays the household member counter. The system increases this field by one for each row inserted at the household member level.
Relationship	Indicates the relationship of the person selected in Sequence. For example, the sequence for student might be self, spouse, father, mother, other/step. Data verification for Father might be self (father), spouse, son, daughter. All dependent students must be listed as a relation in only one father, mother or other/step category to be counted in the parent household. Recording the student in more than one of these categories results in overcounting. For comparison purposes, members listed for student and spouse household categories are compared to household size and number in college for student. Members listed for father, mother, and other/step are compared to household size and number in college for parent (dependent students are always included in parent household on an aid application).
Member Name	Household member's name.
Age	Household member's age.
School Code	Enter a valid school code, if applicable. Entering a valid school code enables the system to calculate a value for the Number In College field. If the school code remains blank, the system does not calculate the number in college. A TIV Information button becomes available when you enter a valid college code. It displays demographic information for the school.
Get Fed Data (get federal data)	Click this button to populate fields with the most recent ISIR record data.
Get Inst Data (get institutional data)	Click this button to populate fields with institutional record data. The system prompts you to enter an application source code.

Note. The page maintains a separate row for each household member.

Click the TIV Information link to open the TIV School Information page.

Viewing TIV School Information

Access the TIV School Information page.

Getting Institutional Data

Access the Get Institutional Data Using page.

Application Source Code

Select a valid value from the available options. Currently only PROFILE is supported by the system. Valid values include the following:

FT Canada Student Loan: Full-time Canadian student loan.

Institutional Application

Need Access

PROFILE

PT Canada Student Loan: Part-time Canadian student loan.

Verifying Tax Data

Access the Tax Form Data page.

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

Sequence

Displays the sequence number for the row of information to be verified. A separate row of verification data is maintained for each person verified. The clicked button indicates the person whose information is being verified.

Filing Information

Tax Return Filed?	Valid values include the following: File/Comp: A completed return is filed. Not Filed: A return is not filed. Will File: A return is not yet filed but will be filed. None: No information is available about the return.
Tax Form	Select the type of tax form filed by the person whose information is being verified. The value that you select determines which fields are activated on the pages. Select from the following values: 1040 1040A/EZ/T Foreign Tx (foreign tax) Territory
Elig 1040A/EZ (eligible to file 1040A/EZ)	Select whether the filer is eligible to file the tax form 1040A or 1040EZ.
Marital Status	Select the marital status of the person whose documents are being verified.
Filing Status	Select the tax filing status of the person whose information is being verified. The value that you select determines which fields the system activates in the Wages page. Select from the following values: Head HH (household) Joint Separate Single Widower
Dependents	Indicates whether the person whose information is being verified has any dependents. Choices are Yes or No.
Number of Exemptions	Enter the number of exemptions for the person whose information is being verified.
Wages	Enter the amount of gross wages for the person whose information is being verified.
Total Other Income	Enter any taxable income besides wages reported by the person whose information is being verified. Entries here might affect Worksheet A totals.
Income Adjustments	Enter any allowable adjustments to income as reported by the person whose information is being verified. Entries here might affect Worksheet A totals.
Adjusted Gross Income	Enter the total of wages and other income less income adjustments for the person whose information is being verified.
U.S. Income Tax Paid	Enter the total of U.S. income tax paid by the person whose information is being verified. Entries here might affect Worksheet B totals.
Untaxed Income	Enter the amount of untaxed income for the person whose information is being verified. Entries here might affect Worksheet A totals.
Special Circumstances	Select this check box to update the Special Circumstance check box on the Miscellaneous Data page in the Maintain Institutional Application component. This is useful when an institutional applicant has attached a note or letter to the documentation submitted describing special circumstances to be considered.

Note. Direct entry of data is possible in the Total Other Income, Income Adjustments, U.S. Income Tax Paid, and Untaxed Income fields to override information on the associated detail pages. However, direct entry is not recommended.

Entering Student Income From Wages

Access the Wages Detail page.

The Wages Detail page displays student and spouse, or father and mother wage detail data depending on the active row in use for Sequence and entries made in the Filing Status selection.

Wage Income Student	Displays the student's wage income or the father's wage income.
Wage Income-Spouse	Displays spouse's wage income or mother's wage income.
Wages	Displays the total wages from the wage income entries. The system uses this amount to populate the Wages field on the Tax Form Data page.

Entering Other Taxable Income

The Other Taxable Income page appears differently depending on what tax form is indicated on the Tax Form Data page. The following table indicates which elements appear for each tax form:

Tax Form	Elements That Appear
1040	Schedule B, C, D, E, F
1040A/EZ/T	Schedule 1
Foreign Tax	No additional elements
Territory	No additional elements

Access the Other Taxable Income page.

Add to Total Wages

Select this check box to add or subtract business income or loss to wages for the filer of record and to the total wages. It is selected by default.

Add to Total Wages

Select this check box to add farm income or losses to wages for the filer of record and to total wages. It is selected by default.

Comparing Other Taxable Income for Institutional Applications

The PROFILE application requires a family to report other taxable income such as taxable refunds, alimony received, capital gains or losses, other gains or losses, taxable IRA, taxable pension, unemployment compensation, taxable Social Security, and other income. This definition of other taxable income does not match the definition of other taxable income on the Tax Form. The Tax Form's other taxable income value is listed in the Total Other Income field on the Other Taxable Income page.

The following table compares the two definitions of other taxable income.

Total Other Income (Tax)	Other Taxable Income (Inst App)
Capital Gain/Loss	Capital Gain/Loss
Other Gain/Loss	Other Gain/Loss
Taxable IRA	Taxable IRA
Taxable Pension	Taxable Pension
Taxable Social Security	Taxable Social Security
Unemployment Benefits	Unemployment Benefits
Taxable Refunds*	Taxable Refunds*
Taxable Interest Income	none
Dividend Income	none
Alimony Income	Alimony Income
Rental Income	none
Other Income	none
[Business Income/Loss]	none
[Farm Income/Loss]	none

Fields that are enclosed in square brackets are included in Total Other Income as appropriate, based on the Add to Wages check boxes.

This field is part of TAX_VERIF_CONSL and appears as Other Taxable Income on the Consolidated Tax Data page and as Subtotal on the Other Taxable Income page.

Entering Schedule 1 Information

Access the Schedule 1 page.

Entering Schedule B Information

Access the Schedule B page.

Entering Schedule C Information

Access the Schedule C page.

Entering Schedule D Information

Access the Schedule D page.

Entering Schedule E Information

Access the Schedule E page.

Entering Schedule F Information

Access the Schedule F page.

Entering Income Adjustments

Access the Income Adjustments page.

Note. The Filer's IRA deduction field and the Student loan interest field are the only fields available for 1040A filers.

Entering Tax, Credits, and Payments

Access the Tax, Credits and Payments page.

Earned Income Credit

Enter the amount deducted from tax due for qualified persons whose information is being verified. An entry in this field also updates Untaxed Income and Worksheet A.

Additional Child Tax Credit

Enter an amount deducted from tax for households with three or more qualifying children. An entry in this field also updates Untaxed Income and Worksheet A.

Viewing Schedule A Itemized Deductions

Access the Schedule A Itemize Deductions page.

Viewing Untaxed Income

Access the Untaxed Income page.

Verifying W-2 Information

Access the W-2 Form page.

The system displays the student name, ID, aid year, and institution.

Application Data Verification

Sequence

Displays the sequence number for the row of information to be verified. A separate row of verification data is maintained for each person verified. The selected option indicates the person whose information is being verified.

Wage and Tax Statement

Box 12

Click this link to enter or view information from Box 12 on the W-2 form.

Viewing W-2 Box 12 Information

Access the W2 – Box 12 page.

Code

Refer to the W-2 instructions for details on valid values for the code.

Verifying Worksheet A Information

Access the Worksheet A page.

The system displays the student name, ID, aid year, and institution.

Worksheet A Summary

Sequence	Displays the sequence number for the row of information to be verified. A separate row of verification data is maintained for each person verified. The selected option indicates the person whose information is being verified.
Earned Income Credit	The system updates this field from the Earned Income Credit entry made on the US Income Tax Paid page.
Additional Child Tax Credit	The system updates this field from the Additional Child Tax Credit entry made on the US Income Tax Paid page.
AFDC Benefits (aid to families with dependent children benefits)	Displays AFDC payments received by the tax filer. The amount comes from the Untaxed Income page.
Untaxed SS Benefits(untaxed social security benefits)	Amount of nontaxable Social Security benefits paid to the tax filer. The amount comes from the Other Income page and is the difference between total Social Security benefits and taxed Social Security benefits.
Total	Total of amounts from the previous fields.

Verifying Worksheet B Information

Access the Worksheet B page.

The system displays the student name, ID, aid year, and institution.

Worksheet B Summary

Sequence	Displays the sequence number for the row of information to be verified. A separate row of verification data is maintained for each person verified. The selected option indicates the person whose information is being verified.
Tax-deferred Pension/Savings	This amount comes from the Untaxed Income page.
Untaxed Pension	Displays the amount of pension earnings that are untaxed. This amount writes from the Other Income page and is the difference between Total Pension and Taxed Pension.
Untaxed IRA Distributions (untaxed individual retirement account distributions)	Displays the amount of funds disbursed from an IRA that is nontaxable. This amount writes from the Other Income page and is the difference between IRA payments and taxable IRA.
Tax Exempt Interest Income	Displays interest income that is tax-exempt based on established minimums. This amount writes from the Other Income page.
Foreign Income Exclusions	Displays the amount of income earned by a citizen of a foreign country. This amount writes from the Untaxed Income page.
Keogh & SEP Deduction	Displays the amount paid by the tax filer into a Keogh or SEP account. This amount writes from the Income Adjustments page.
Filer's IRA Deduction	Displays the amount paid by the tax filer to an IRA. The amount writes from the Income Adjustments page.
Living Allowance	Displays the amount of living allowance paid to the person whose information is being verified. This amount writes from Untaxed Income page.
Child Support Received	Displays the amount of child support received by the tax filer. This amount writes from the Untaxed Income page.
Other Untaxed	Displays the amount of other untaxed income reported by the person whose information is being verified. This amount writes from the Untaxed Income page.
Other Credits	Displays the amount of other credits or benefits reported by the person whose information is being verified.
Total	Displays the total, from worksheet B, of income and credits reported by the person whose information is being verified.

Verifying Worksheet C Information

Access the Worksheet C page.

The system displays the student's name, ID, aid year, and academic institution.

Worksheet C Summary

Sequence	Displays the sequence number for the row of information to be verified. A separate row of verification data is maintained for each person verified. The selected option indicates the person whose information is being verified.
Education Credit	The amount writes from the Tax and Credits page.
Child Support Paid	Displays the amount paid in child support by the person whose information is being verified.
Financial Aid Reported Income	Displays the amount of student grant and scholarship aid in excess of tuition, fees, books, and supplies reported to the IRS.
Total	Displays the Worksheet C total amount of credits reported by the person whose information is being verified.

Consolidating Forms

Access the Consolidating Forms page.

The system displays the student name, ID, aid year, and institution.

Sequence	Displays the sequence number for the row of information to be verified.
Consolidate	Click the Consolidate button to run the program that combines all of the income and resources.

Click the Consolidated Tax Data link to view or edit all tax and resource information. Values that appear should represent the tax form information entered for each verified person. You can make bottom-line changes to tax information on these pages, but they will not be saved if consolidation is run after changes are made.

Viewing Consolidate Tax Data

Access the Consolidated Tax Data page.

Common Page Information

Number in College	Displays the number of family members in college.
Number of Exemptions	Displays the number of exemptions claimed by either the student or the parent.
AGI (adjusted gross income)	Displays the adjusted gross income for the parent or student.
Itemized deductions	Displays the itemized deductions for the parent or student.
Taxes Paid	Displays the taxes paid for either the student or parent.
Marital Status	Displays the marital status of either the student or parent. Valid values include the following. Div/Sep (divorced or separated) Married Single Widowed
Tax Return Filed?	Displays the tax return information of either the student or the parent. Valid values include the following: Filed/Comp: Return filed, completed. Not Filed: Tax return is not filed. Will File: Tax form will be filed.
Tax Form	Displays the tax form type that was filed. Valid values include the following: 1040: Filer used the IRS tax form 1040. 1040A/EZ/T: Filer used the IRS tax form 1040A or 1040EZ or 1040T. Foreign Tx: Foreign tax. Territory: Filer used Canadian territory tax form.
Eligible for 1040A or 1040EZ?	Displays whether the filer is eligible to file either the 1040A or 1040EZ tax form.
Wages, Salaries, & Tips	Displays total of wages, salaries, and tips for parent. This view is not valid for the student.
Wage Income Father	Displays the wage income for the father.
Wage Income Mother	Displays the wage income for the mother.
Wage Income Student	Displays wage income for the student.
Wage Income Spouse	Displays wage income for the spouse.
Dividend Income	Displays the dividend income for the parent. This view is not valid for the student.
Interest Income	Displays the interest income for the parent. This view is not valid for the student.
Dividend and Interest Income	Displays dividend and interest income for the student. This view is not valid for the parents.
Bus/Farm/Rent Income (business/farm/rent income)	Displays the business or farm income for the parent. This view is not valid for the student.
Other Taxable Income	Displays other taxable income for the parent. This view is not valid for the student.
Income Adjustments	Displays the income adjustments for the parent. This view is not valid for the student.
Worksheet A	Displays the total amount from Worksheet A for either the student or the parent.
Worksheet B	Displays the total amount from Worksheet B for either the student or the parent.
Worksheet C	Displays the total amount from Worksheet C for either the student or the parent.
Untaxed Social Security	Displays the amount of Social Security wages above the taxable limit for either the student or parent.
AFDC Benefits	Displays the amount of AFDC paid to the student or the parent.
Child Support Received	Displays the amount of child support received by either the student or the parent.
IRA/KEOGH Deduction (IRA/Keogh deduction payments)	Displays the amount of IRA/KEOGH payments deducted by the parents. This field is not valid for the student.
Tax Deferred Pension/Savings	Displays the amount of pretax pension or savings paid to either the student or the parent.
Tax Deferred Med/Dep Care Pmts (tax deferred medical/dependent care payments)	Displays the amount of medical or dependent care payments made for dependents by the parents.
Living Allowance	Displays the amount of living allowance for either the student or the parent.
Tax Exempt Interest Income (untaxed interest)	Displays the amount of untaxed interest paid to either the student or the parent.
Foreign Income Exclusions	Displays the amount of a foreign income exemption claimed by either the student or the parent.
Other Untaxed Income	Displays the amount of other untaxed income earned by either the student or the parent.
Child Support Paid	Displays the amount of child support paid either to the student or to the parent.
Earned Income Credit	Displays the amount of earned income credit claimed by either the student or the parent.
Tuition and fees deduction	Displays the amount of tuition and fees deduction claimed by the parents.

Note. The fields on this page are the fields compared to your target tables.

Working with Auto Verification

This section discusses how to:

Use auto verification.
Edit student level tolerances.
Edit verification status.
Compare verification results.

Pages Used in Auto Verification

Page Name	Object Name	Navigation	Usage
Auto Verification	VERIF_COMP_DTL	Financial Aid, Verification, Perform Auto Verification	Perform the online Automated Verification process. Buttons and links on this page provide several independent routines. One is the ability to compare income documents to financial aid applications. Another is the ability to view comparison results and decide, field by field, whether to update the intended target table with updated information.
Student's Verification Tolerance	VERIF_STU_TOLS_SEC	Click the Student Tolerance Setup link on the Auto Verification page.	View or edit tolerance levels.
Edit Verification Status	VERIF_RES_STAT_SEC	Click the Edit Status button on the Auto Verification page.	View or change verification codes or statuses.
Verification Compare Results	VERIF_TEST_DTL_SEC	Click the Field Comparison Detail link on the Auto Verification page.	View a summary of fields that were compared and for which the system indicated a variance.

Using Auto Verification

Access the Auto Verification page.

The system displays the student's name, ID, institution, and aid year.

Verification Type	Select from the following values: Federal: Applies federal tolerance levels to this verification. Institutional: Applies institutional tolerance levels to this verification.
Source	Select a value from the available options. Verification is the process of comparing source data to a target set of data. This is a translate field. Translate values should not be adjusted. Field value choices include the following: Inst App: Data from the Institutional Application tables. ISIR: Data from the ISIR Data Corrections tables. Tax/Verif: Selected data from the Verification application pages created from the consolidate routine.
Target	Select a value from the available options. Verification is the process of comparing source data to a target set of data. This is a translate field. Translate values should not be adjusted. Inst App: Data from the Maintain Institutional Application tables. ISIR: Data from the ISIR Data Corrections tables.
Application Type	Select a value from the available options. Choices include the following: Inst App: Institutional application. NA: Need Access. PROFILE: PROFILE application. FT – CSL: Full-time Canadian student loan. PT – CSL: Part-time Canadian student loan.
Pass/Fail Option	Select a value from the available options. This enables you to set the parameter for a pass or fail flag value, to evaluate based on one of two choices the federal total tolerance or for any one field out of a selected tolerated amount. Choices include: Federal: Used with federal selection only. Selecting this value evaluates pass or fail eligibility based on total tolerance amount set in federal field in Verification Tolerance Setup. Field: Used with Institutional or federal selection. Selecting this evaluates pass or fail eligibility based on institutional or federal field level tolerances set in Verification Tolerance Setup. Total tolerances for institutional levels are capped, federal levels are not capped.
Mark Assumptions as Verified	This field is populated from the Verification Run Setup. Mark Assumptions As Verified should only be used when the Source value is Tax/Verif and the Target value is ISIR. Selecting this option tags fields originally identified as Assumption fields to a field status of Verified. Assumed ISIR data fields, resulting from the federal methodology calculation, are maintained on pages on the ISIR Data Corrections pages.
Set to Send ISIR Correction	Selecting this check box sets the Correction Status to Send on ISIR Corrections when the Apply Changes button is used.
Use Student Level Override	Select the box to apply verification tolerance levels for this student. This overrides the tolerance levels that were set up at the global level. Select when you want to activate changes made in the Student Tolerance setup.
Verification Sequence	Displays the verification sequence number, which is used to track multiple background processes. Row insertion is suggested for sequencing online iterations. This process provides a means to track the results and accompanying verification setup performed for this student.

Click the Perform Compare button to launch the process that compares your target and source differences and activates the Field Comparison Detail link when variances are found.

Click the Apply Changes button when fields that you mark as Apply in Field Comparison Detail (see View Field Comparison Detail) are acceptable. This launches the process that moves marked fields to the target tables.

Click the Student Tolerance Setup link to open a page to view or edit tolerance values at the student level.

Results

The system displays the results of the most recent verification setup. The fields include Date, Tolerance, Variance, Fed Variance, Execution Type, FED Verification Status, INST Processing Status, and Pass or Fail.

Editing Student Level Tolerances

Access the Student's Verification Tolerance page.

Federal Verification Tab

Access the Student's Verification Tolerance page, Federal Verification tab.

Institutional Verification Tab

Access the Student's Verification Tolerance page, Institutional Verification tab.

Click the Edit Status link to change the program-generated status and codes.

Editing Verification Status

Access the Edit Verification Status page.

You can update verification-related status fields directly from this page. Status fields reside on the Packaging Status Summary page. The compare process automatically updates the Verification Flag to Pending if the comparison results exceed tolerance. If the ISIR transaction number is 1 and the verification process passes without tolerances, the verification status changes to Accurate.

Use the Field Comparison Detaillink to determine the field differences. Only fields that have differences appear. If you want to use the source data to update your target tables, select the Apply check box for the fields. When you do so, the target data changes to the source data. If you do not select the Apply check box, the field value remains the same as that in your target.

Note. The Field comparison Detail link is active only after Perform Compare is run.

Comparing Verification Results

Access the Verification Compare Results page.

You can elect to update all or only select fields for moving to ISIR or Institution tables by selecting Apply.

Source	This data comes from the source table, tax/verification, ISIR or institutional application.
Target	This data comes from the target table, ISIR or institutional application.
Difference	This is the difference between source and target information.
Tolerance	This is the tolerance level established during tolerance setup. For example, a tolerance value of 100 for Parent's AGI means there should not be a difference greater than 100 between the source and target

Click the Apply Changes button to accept the changes. This action launches the process that moves your fields marked in Field Comparison Detail to the target tables.

Using Batch Verification

This section discusses how to:

Process batch consolidation.
Use batch consolidation detail.
View consolidated tax data.
Process batch verification.
Use batch verification summary.
Use batch verification detail.

Pages Used for Batch Verification

Page Name	Object Name	Navigation	Usage
Batch Consolidation	RUNCTL_FA_CONSL	Financial Aid, Verification, Perform Batch Consolidation	Set consolidation parameters for batch consolidation and run the process.
Batch Consolidation Detail	VERIF_CONSUL_SMRY	Financial Aid, Verification, View Batch Consolidation	View batch consolidation results at the student level. It mirrors the information from the Application Data Verification -- Tax Consolidation Consolidated Tax Data page.
Consolidated Tax Data	VERIF02_CONSL_SEC2	Click the Consolidated Tax Data link on the Batch Consolidation Detail inquiry page.	View consolidated tax information for a student or parent.
Batch Verification	RUNCTL_FAPCMPR1_01	Financial Aid, Verification, Batch Verification	Set parameters to verify batches and to run the process.
Verification Summary	VERIF_COMP_SMRY	Financial Aid, Verification, View Verification Summary, Batch Verification Summary	View summary verification information.
Batch Verification Detail	STDNT_VERIF_DTL1	Financial Aid, Verification, View Verification Detail	View detail verification information. It mirrors the information from the Field Comparison Detail button on the Auto Verification page.

Processing Batch Consolidation

Access the Batch Consolidation page.

The system displays the user ID and the run control ID.

In the Consolidation Parameters group box, select an Institution, Aid Year, and Selection Criteria from the available options. Choices include Unconsolidated and All Stdnts in Verification.

Click the Run button to run this request. Process Scheduler runs the FAPTFCSL process at user-defined intervals.

Using Batch Consolidation Detail

Access the Batch Consolidation Detail page.

The system displays Institution, Aid Year, Batch Sequence Number, Run Date and Time, User ID, Students Selected, Students Processed, and a list of ID, Name, and Processing Status.

Viewing Consolidated Tax Data

Access the Consolidated Tax Data page.

Processing Batch Verification

Access the Batch Verification page.

The Batch Verification page enables you to run verification for all students selected according to the criteria that you establish.

Click the Run button to run this request. Process Scheduler runs the FAPCMPR1 process at user-defined intervals.

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

Links to Report Manager and Process Monitor are also available.

Verification Type	Select from the following values: Federal: Select to apply federal tolerance levels to this verification. Institutional: Select to apply institutional tolerance levels to this verification.
Pass/Fail Option	This enables you to set the parameter for your pass or fail flag value to evaluate based on one of two choices: the federal total tolerance or for a specific field out of a selected tolerated amount. Choices include: Federal: Used with federal selection only. Select this option to evaluate pass or fail eligibility based on the total tolerance amount set in the federal field in Verification Tolerance Setup. Field: Used with institutional or federal selection. Select this option to evaluate pass or fail eligibility based on institutional or federal field level tolerances set in the Verification Tolerance setup.
Source	Verification is the process of comparing source data to a target set of data. This is a translate field. Translate values should not be adjusted. Values include: Inst App: Data from the Maintain Institutional Application tables. ISIR: Data from the ISIR Data Corrections tables. Tax/Verif: Selected data from the Application Data Verification pages created from the consolidate routine.
Target	This is a translate field. Translate values should not be adjusted. Values include: Inst App: Data from the Maintain Institutional Application tables. ISIR: Data from the ISIR Data Corrections tables.
Application Type	Choices are valid with a source or target of Inst App only and include the following: Inst App: Institutional application. NA: Need Access. PROFILE: PROFILE application. FT – CSL: Full-time Canadian student loan. PT – CSL: Part-time Canadian student loan.
Student Selection	Select the value from the available options. Values include: Both: Processes records with a verification status of either pending or required. Pending: Processes records with a verification status of pending only. Required: Processes records with a verification status of required only.
Mark Assumptions as Verified	Mark Assumptions As Verified is only used when the Source is Tax/Verif and Target is ISIR. Selecting this option tags fields originally identified as assumption fields to a field status of verified. Assumed ISIR data fields, resulting from the federal methodology calculation, are maintained on secondary pages on the ISIR Data Corrections pages.
Auto Update Target Table	Automatically updates the target table with verified data identified with a variance.
Set to Send ISIR Correction	Select to set the Correction Status to Send on ISIR Corrections when the Auto Update Target Table is used.
Set Verification Complete	Select to automatically set the Verification Status to Complete. This field is enabled only when Auto Update Target Table is activated.

Using Batch Verification Summary

Access the Batch Verification Summary page.

The system displays Institution, Aid Year, Process Instance, Verification Type, Run Date and Time, Source, User ID, Target, Pass/Fail Option, Students Processed, Students Passed, and Students Failed.

Using Batch Verification Detail

Access the Batch Verification Detail page.

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

Results

The system displays Verification Type, Pass or Fail, Verification Status, Review Status, Tolerance, Variance, FED Variance, Changes Applied to Target, Verification Sequence, Verification Date, and Execution Type.

Field Comparison Detail

Detail is displayed in Compared Field, Done, Source, Target, Difference, and Tolerance.

The system displays the most recent verification results.

If you elect to compare AGI, taxes paid, number in household, and number in college and run the process once and then run it again and nothing has changed, you get the same four fields. You cannot look at the differences between your fields for row number 1 and row number 2. The system displays all of the runs in the scroll area.

Renumbering Verification Fields

The field numbers in reference table ISIR_VERIF_XREF are discontinuous as a result of field additions and deletions for various regulatory changes. For processing year 2003 and forward, the fields have been renumbered sequentially as shown in the following table. This renumbering sorts the fields by application use: fields 1–19 are common to both ISIR and Profile, fields 21–30 are unique ISIR fields, and fields 41–67 are unique Profile fields.

Old Nbr	New Nbr	Field Name	Num/Char	ISIR Nbr	INST Nbr
1	1	Students number in college	N	85	7
2	2	Parents number in college	N	65	57
3	3	Student family size	N	84	6
4	4	Parents family size	N	64	56
5	5	Students number of exemptions	N	41	11
6	6	Parents number of exemptions	N	75	96
35	7	Students marital status	C	15	900
36	8	Parents marital status	C	59	59
39	9	Students tax form used	C	37	10
40	10	Parents tax form used	C	71	903
43	11	Does student have legal dep	C	56	5
7	12	Students AGI	N	39	12
8	13	Parents AGI	N	73	97
9	14	Students federal taxes paid	N	40	13
10	15	Parents federal taxes paid	N	74	104
11	16	Students wage income	N	42	15
	17	Fathers wage income	N	76	106
13	18	Students spouse's wage income	N	43	16
14	19	Mothers wage income	N	77	107
64	21	Students Worksheet A	N	44	0
65	22	Parents Worksheet A	N	78	0
23	23	Students Worksheet B	N	45	0
24	24	Parents Worksheet B	N	79	0
82	25	Students Worksheet C	N	46	0
83	26	Parents Worksheet C	N	80	0
66	27	Student eligible for 1040A-EZ	C	38	0
67	28	Parent eligible for 1040A-EZ	C	72	0
86	29	Tax Return filed by Student	C	36	0
87	30	Tax Returned filed by Parent?	C	70	0
15	41	Students SS benefits	N	0	18
16	42	Parents SS benefits	N	0	108
17	43	Students AFDC benefits	N	0	19
18	44	Parents AFDC benefits	N	0	109
19	45	Students child supp received	N	0	20
20	46	Parents child supp received	N	0	110
21	47	Student other untaxed income	N	0	21
22	48	Parents other untaxed income	N	0	113
45	49	Students EIC	N	0	22
46	50	Parents EIC	N	0	116
47	51	Parents adjustment to income	N	0	103
48	52	Students interest/dividends	N	0	17
49	53	Parents interest income	N	0	99
50	54	Parents dividend income	N	0	100
51	55	Parents business/farm income	N	0	101
68	56	Child support paid by student	N	0	40
69	57	Child support paid by parent	N	0	61
71	58	Parents deductible IRA/KEOGH	N	0	111
73	59	Parents pretax pension/savings	N	0	117
75	60	Parents pretax med/dep care	N	0	65
77	61	Parents living allowances	N	0	114
79	62	Parents untax interest income	N	0	118
81	63	Parents foreign income exclusion	N	0	112
84	64	Students Itemized Deduction	N	0	14
85	65	Parents Itemized Deduction	N	0	105
-	66	Parents Other Taxable Income	N	0	-
-	67	Parents Wage, Salaries, Tips	N	0	-

NSLDS Data and Processes

NSLDS has increasingly become a more reliable and effective centralized source for a student's federal aid history. In part due to improved centralized processing within the Department of Education's databases and easy and efficient processes provided to schools to report and access to the NSLDS database. Financial Aid supports the means for schools to request NSLDS data and incorporate key elements into the awarding and packaging routines. NSLDS data is sent to schools through several avenues. It is included on ISIR, sent out based on an FAH request, or it is based on a TSM Alert request. This section discusses NSLDS data using the TSM and FAH processes. See Processing Federal Financial Aid Applications for information regarding ISIR processing.

PeopleSoft provides the means to directly consider aggregate aid data from the National Student Loan Data System (NSLDS). There are three methods to populate the NSLDS data into the aggregate aid tables for use in the packaging process. A new parameter—Push NSLDS to Aggregates—has been added to both the ISIR data load and the NSLDS Transfer Monitoring Alert File (message class TRALRTOP) to facilitate moving NSLDS data into aggregate aid tables. A new process to push NSLDS data to the aggregate aid tables outside of the data load processes for a particular aid year is added. You can view NSLDS data loaded using the NSLDS Inquiry components, designed to match the NSLDS file structure.

The Push of NSLDS Aggregate data will populate the aggregate aid tables with the following data:

Aggregate Subsidized Outstanding Principal Balance.
Aggregate Unsubsidized Outstanding Principal Balance.
Perkins Total Outstanding Principal Balance.
Overpayment Indicator for the Pell and SEOG programs.
Current Award Year Pell Disbursed Amounts.

Note. You must define the Aggregate Area Translation for all three methods to work properly. The Aggregate Area Translation determines the mapping of NSLDS aggregate programs to your institutionally defined Aggregate Areas.

To allow the packaging process to directly consider NSLDS aggregate totals when determining if a student is close to an annual or a lifetime aggregate limit, the option Aggregate Source must be set to a value of NSLDS. This attribute is defined at the FA Installation default, and student level on the Packaging Status Summary and on all awarding components. Note also, that NSLDS aggregate totals will be tied to a specific aid year and can be overridden at a student's individual Aggregate Area. See Awarding and Packaging Students for more information.

This section discusses how to:

Process TSM and FAH requests.
Use NSLDS FAT file inbound.
Run NSLDS FAT load.
Load program rules.
Use NSLDS suspense management.
Create reports listing NSLDS FAT load errors.
Generate NSLDS alert file reports.
Use NSLDS change review.
Process NSLDS alert file information.
Review NSLDS general aggregate information.
View NSLDS overpayment information.
View NSLDS active match.
View NSLDS Pell information.
View NSLDS additional information.

Pages Used to Review and Process NSLDS Data

Page Name	Object Name	Navigation	Usage
Process NSLDS Request	SFA_RUN_NSLDS_OUT	Financial Aid, File Management, NSLDS, Process, NSLDS Request	Run the Process NSLDS Request to either generate a TSM or FAH Inform request file or a file with combined TSM and FAH requests.
NSLDS FAT File Inbound	RUNCTL_FAT_INBOUND	Financial Aid, File Management, Import Federal Data Files	Run the Application Engine process that loads the NSLDS Alert and FA History files into the NSLDS staging tables.
NSLDS Transfer Alert File Load	RUNCTL_FAPTALRT	Financial Aid, File Management, NSLDS, Process NSLDS Files	Run the Load NSLDS Transfer Alert File (FAPTALRT) process.
NSLDS Suspense Management	NSLDS_SUSP_CNTRL	Financial Aid, File Management, NSLDS, Manage NSLDS Records, NSLDS Suspense Management	View NSLDS records that have been loaded into the staging tables by the FA Inbound process. Review NSLDS records that have an error load status.
NSLDS FAT Load Error Report	RUNCTL_FA921	Financial Aid, File Management, NSLDS, NSLDS FAT Load Error Report	Run a query and create a Crystal report listing all NSLDS records that did not load properly into the staging tables and were assigned an error load status.
NSLDS Alert File Report	RUNCTL_FA924	Financial Aid, File Management, NSLDS, NSLDS Alert File Report	Generate a report that lists students reported on the NSLDS Alert file and NSLDS information that was reported changed. You should review the information about these students before disbursing federal aid.
NSLDS Change Review	NSLDS_CHANGE_RVW	Financial Aid, File Management, NSLDS, Review NSLDS Flagged Students	Review all NSLDS Alert file records that have been loaded into the NSLDS Inquiry application tables. After student NSLDS information has been reviewed by the financial aid staff, use this page to indicate that you have reviewed and resolved any student aid eligibility discrepancies.
NSLDS Information	NSLDS_GEN_AGGR	Financial Aid, Awards, View NSLDS Loan Data, NSLDS Information	View error codes, change flags, MPN flags, and alert file flags.
NSLDS Overpayment	NSLDS_CONTCT_SEC	Click the Overpay link on the NSLDS Information page.	View loan overpayment information.
NSLDS Active Match	NSLDS_ERR_CD_SEC	Click the Detail link on the NSLDS Information page.	View NSLDS error codes, change flags, master promissory note flags, and alert file flags for the effective-dated row.
NSLDS Loan Detail	NSLDS_LOAN_DTL	Financial Aid, Awards, View NSLDS Loan Data, NSLDS Loan Detail	Review detailed information for every federal loan that the student has received.
NSLDS Pell	NSLDS_PELL	Financial Aid, Awards, View NSLDS Loan Data, NSLDS Pell	Review a summary of a student's last three Pell awards.
NSLDS Additional Information	NSLDS_ADDL_INFO	Financial Aid, Awards, View NSLDS Loan Data, NSLDS Additional Information	Review overpayment information or name history.
NSLDS Data Push	SFA_RUN_NSLDS_UPDT	Financial Aid, File Management, NSLDS, Update Aggregates with NSLDS	Run the Update Aggregates with NSLDS as an independent process to push NSLDS totals into the aggregate aid tables to be utilized directly by the packaging process.

Processing TSM or FAH Request

Access the NSLDS Request page.

Use this page to generate a TSM or FAH Inform request, or create a file that combines both TSM and FAH request data. As of December 2003, NSLDS provides a means to combine both the TSM and FAH Inform request and output file formats.

Note. You must still establish a School Transfer Profile on the NSLDS FAP website for NSLDS to accept and process the Transfer Monitoring Batch Inform file created here.

Institution	Select the institution for which you want to create a request file.
Aid Year	Select the desired aid year.
School Code	Select the school code applicable to your request.
Last Submittal Date	Displays the date the last NSLDS Request file was generated for a particular school code.
Last Sequence	Displays and maintains a sequence number for each NSLDS Request file generated for a given school code and submittal date. There is a maximum of 99 submittal sequences for each submittal date.
File Path	Enter the file path and directory name where the file should be written, for example C:\TEMP\. The batch files are sequentially named TRNINFInn from 01 thru 99 for each submittal date (current date).
Population Selection	All Students: Select All Students to request a Financial Aid History file for all students active in the given aid year. You can only a Request Type of Financial Aid History when using this selection. Students in List: Once Students in List is selected, a grid displays for you to enter a list of student IDs. The Request Type option above the grid is then available. The Request Type defined above the grid defaults the value for each entry in the grid. If Request Type is Both, you can subsequently set the Request Type on the gird. The Enrollment Date and Monitor Begin Date on the grid are available only if the Request Type is either Transfer Monitoring only or Both FAH and TM Both dates on the grid are required when the Students in List is selected and the Request Type is not Financial Aid History Only. You can specify if a particular student should be removed from monitoring by checking'Delete from TMA. Use Query: When you choose Query, a Select Query button will appear. This takes you to a standard Select Query lookup page. PeopleSoft recommends that the full or partial name of the query is entered as a search key since the prompt goes through the entire list of available queries in the database. Since the Batch Inform File requires certain fields in a particular order, only queries that return the required fields can be used here. PeopleSoft delivers a baseline query (SFA_NSLDSREQ_ALL) that you can use to create a population of students. Minor changes to the query may be required to suit your needs. You can also define your own query using PeopleSoft Query Manager. PeopleSoft recommends that you use SFA_NSLDSREQ_ALL as a model or template. The Enrollment Date and Monitor Begin Date is entered on the run control page and is therefore the same for all students selected by the query.
Request Type	This field is not available if the Population Selection is All students. This field is used as the default Request Type if Population Selection is Students. Financial Aid History only: choose only if you want to request a financial aid history file. Transfer Monitoring only: choose only if you want to request to have students added to or removed from Transfer Monitoring. Both FAH and TM: Use to request a financial aid history file and/or transfer monitoring addition/deletion. If the Population Selection is Students, you can set the Request Type for each student in the list.
Enrollment Date	Enter the begin date for the period of enrollment. This date can be a future date, but not more than 18 months greater than the current date. Also, it can't be more than 90 day less than current date. The value defaults to all zeros if Request Type is Financial Aid History only.
Monitor Begin Date	Enter the date when Monitoring should begin. This date can be a future date, but not greater than the Enrollment Date. If the Enrollment Date has already passed, this defaults to the submittal date (current date).

See Also

Defining Item Type Disbursement Rules

Using NSLDS FAT File Inbound

Access the FA Inbound page.

Use the NSLDS Trans Alert File Inbound page to load NSLDS Alert and NSLDS Financial Aid History files into the NSLDS staging tables. This run control component runs a new Application Engine process.

Inbound File

Enter the name and location of the NSLDS Alert file that you want to load into the staging tables. Be sure that the server has read access rights to the location of the file.

To run the process, click the Run button and select the FA_INBOUND Application Engine process.

Running NSLDS FAT Load

Access the NSLDS Transfer Alert File Load page.

Use this page to run the NSLDS Transfer Alert File load process (FAPTALRT), options to push NSLDS aggregate data during the data load, as well as indicate user edit messages for the student to suspend disbursement processing. Both Transfer Alert and Financial Aid History files will be loaded by the process.

Note. You must create new user edit messages to support this process.

Push NSLDS to Aggregates	Select if you want the load process to push aggregate aid totals and indicators for the Stafford Subsidized, Stafford Unsubsidized, Perkins, Pell and SEOG programs. Note. If you choose not to push aggregate aid totals, an independent push routine is available. You must define aggregate area translation for the Push process to work.
Insert FA User Edit Message	Select if you want the load process to insert a user edit message for the student. When you select the check box, the system displays the following fields on the page.
Institution	Select the institution for which you want to enter a user edit message.
Aid Year	The system displays the 2002 aid year which is the valid aid year for the current Transfer Monitoring process. This field is modified for users to select the desired aid year.
Edit Message Type	Select one of the following options: Error, Informtnal (informational), or Warning.
Edit Message Code	Select the edit message code that you want entered for the student. The available codes are restricted based on the type of edit message that you specify.
Term	Select the term for which you want the user edit message to become active.

See Also

Defining Item Type Disbursement Rules

Loading Program Rules

The load program selects all NSLDS records with a load status of Not Processed and Error. For each selected record, the program attempts to match each NSLDS transcript record with a student in the database. It does this by matching the Social Security number (SSN), last name, and birthdate on the NSLDS record with the same fields maintained by the PeopleSoft Enterprise Campus Community pages. If a matching record is found, the NSLDS data loads into the application tables and can be viewed in the NSLDS Inquiry component. After the information is processed successfully, the NSLDS record load status is set to Processed. If a matching SSN cannot be found in the database, the NSLDS record load status is set to Error. The error message that appears on the Suspense Management page is Student not found. To load the NSLDS record, you must update the student's SSN in the Campus Community components so that the SSNs match, and then rerun the program.

If the NSLDS record is older than the current NSLDS information on the application, a record cannot load, which results in a load status of Error. This can occur when a recent ISIR is loaded prior to processing the NSLDS FAT file. The error message that appears on the Suspense Management page is EFFDT Conflict. Errors of this type cannot be corrected.

The loaded NSLDS information updates the student's NSLDS Status field on the Packaging Status Summary page. If a student has previously been reported in default or owes an overpayment, the status is reset to eligible if the NSLDS information confirms the status. A current status of eligible is also reset to default and/or overpayment if the NSLDS data confirms the new status.

Using NSLDS Suspense Management

Access the NSLDS Suspense Management page.

The system displays the EC Transaction ID, EC Queue Instance and NSLDS Header Nbr (National Student Loan Data System header number).

Social Security #

Student's Social Security number maintained by the NSLDS and reported on the NSLDS Alert file.

Last Name	Student's last name maintained by the NSLDS and reported on the NSLDS Alert file.
First Name	Student's first name maintained by the NSLDS and reported on the NSLDS Alert file.
EmplID	Unique student identification assigned by the NSLDS Load program.
NSLDS Date of Birth	Student's birthdate maintained by the NSLDS and reported on the NSLDS Alert file.
Inform Last Name	Last name reported by the institution on the inform file or online. This information is reported to the school on the NSLDS Alert file.
Inform First Name	First name reported by the institution on the inform file or online. This information is reported to the school on the NSLDS Alert file.
Inform Date of Birth	Date of birth reported by the institution on the inform file or online. This information is reported to the school on the NSLDS Alert file.
Pell Change Flag	Indicates changed information on the alert file. N: No Y: Yes
Loan Change Flag	Indicates changed information on the alert file. N: No Y: Yes
Aggregate Change Flag	Indicates changed information on the alert file. N: No Y: Yes
Load Status	Not Processed: This is the default setting after the alert file has been loaded into the staging tables. Processed: This value is set by the NSLDS FAT Load process if the record is successfully loaded into the application tables. Skip: Set manually by the user to prevent the record from being processed. Error: If the NSLDS FAT Load program is unable to load the record into the application tables. If set, the system will display an accompanying error message.

The following table describes NSLDS FAT Load error messages.

Error	Message
EFFDT Conflict	The Alert file data is older than the current NSLDS information.
Multiple Matches	Multiple IDs exist with the same last name, birthdate, and SSN (National ID).
Student Not Found	No record was found with a matching last name, birthdate, and SSN (National ID.

Creating Reports Listing NSLDS FAT Load Errors

Access the NSLDS FAT Load Error Report page.

This report has no run control options. The error reason appears on the report. To prevent records identified on the report from loading, set the load status to a value of Skip on the NSLDS Suspense Management page.

Click Run to run this request. Process Scheduler runs the NSLDS FAT Load Errors (FA921), a Crystal process at user-defined intervals.

Generating NSLDS Alert File Reports

Access the NSLDS Alert File Report page.

You can select the institution and aid year on this page to control which set of student award data the system prints on the report.

Use the NSLDS Alert File Report page to generate a report that lists the change flags for NSLDS information. This report identifies students that need to be reviewed before you can disburse federal funds to them. The contents of the report match the records displayed in the NSLDS Change Review page. The system removes the records from the report when they are marked as reviewed on this page.

Institution	Select the institution to indicate the appropriate set of student awards to be printed on the report.
Aid Year	Select the aid year to indicate the appropriate set of student awards to be printed on the report.

Using NSLDS Change Review

Access the NSLDS Change Review page.

Students with changed NSLDS information are listed on the page. The financial aid staff reviews each file for possible modifications to the current financial aid eligibility. After the file is reviewed and the staff person selects the Reviewed check box, the system removes the student's information from the page. The Change flag fields indicate what portion of the student's NSLDS data has been recently modified by NSLDS.

Reviewed	Select to indicate that you have reviewed the changes to the student's NSLDS information and have completed any modifications to the student's current financial aid eligibility.
Queue Inst (queue instance)	Indicates when the record was loaded. The system generates a unique sequential queue instance number for each Transfer Alert file loaded. A greater value indicates a more recently loaded file.
EmplID	Unique student identification.
Name	Student's name.
Pell Change	Indicates a change to the student's Pell grant history. Y: Yes N: No
Loan Change	Indicates a change to the student's loan history. Y: Yes Y: Yes
Aggregate Change	Indicates a change to the student's aggregate loan history. Y: Yes Y: Yes
Awards	Click to access the Award Summary and Award Term Summary pages. These pages remain the same.
Loans	Click to access the Origination Student Summary page. This page remains the same.
NSLDS	Click to access the NSLDS Information page. This page remains the same.

Processing NSLDS Alert File Information

The following describes how PeopleSoft envisions customers implementing the NSLDS Transfer Monitoring Process using the provided applications. Each institution, however, should implement the transfer monitoring process based on their specific business requirements.

Transfer Monitoring Process

To run the transfer monitoring process:

Institutions contact NSLDS to establish their transfer monitoring profile. Institutions must choose to receive the Transfer Monitoring Alert batch file if they want to load the students' updated NSLDS information into the database.
Institutions inform NSLDS of the transfer students they want to have monitored on or before the students' enrollment begin date.

Institutions can do this online at www.NSLDSFAP.ed.gov or use the NSLDS Request process.

Note. Institutions may want to assign a checklist, service indicator, or financial aid user edit message to insure that disbursements are suspended until the monitoring process is completed. Selecting the appropriate method to suspend disbursements depends on your institution's business rules.

The institution receives an Alert file and must be loaded into the database.

First, use the NSLDS FAT File Inbound page to run the Application Engine process that loads the Alert file into EDI staging tables. You can view EDI load results in the ISIR File Review page. Next, run the NSLDS FAT Load process to load the data into the application tables. View the data in the NSLDS Inquiry component.

You have the option of having the load program assign a new financial aid User Edit message code that can be used to suspend the authorization and disbursement of funds for a specific term.

The NSLDS FAT load process uses the , the last name, date of birth, and SSN to find the student in the database. The system assigns an error load status with an error reason code displayed on the NSLDS Suspense Management page for records that cannot be loaded. Run the NSLDS FAT Load Errors report for a list of the records that failed to load and resolve load errors. The following table describes how to resolve various load error messages:

Load Error Message	Resolution
EFFDT (effective date) Conflict	Occurs when the NSLDS alert file date is older than the current NSLDS data in the database. These records should not be loaded. Set the load status to Skip.
Multiple Matches	More than one record in the database has the same last name, SSN, and date of birth. Delete or modify the inappropriate record and rerun the load program.
Student Not Found	Use the Search Match page or the Demographic and Address Data component to search for the student using the name, SSN, and date of birth data provided on the NSLDS Suspense Management page. Correct the student's bio-demo data to match the NSLDS data for the student and rerun the load program.

Review Alert file records for possible changes in financial aid eligibility.

Students reported on the NSLDS Alert file have had a change to their financial aid history since the last time that an ISIR was submitted to the school. You must review these records before federal aid can be disbursed to the student. Use the NSLDS Change Review page to track the students who require review by the financial aid staff. Based on the change information reported by the NSLDS, the student's awards, originated loans and/or aggregate data should to be reviewed and modified, if required. After you review the student's eligibility, indicate that the record is reviewed on the page. The system then removes the record. If a checklist, service indicator, or user edit message was used to suspend disbursement of financial aid, update the appropriate communication record at this time. You can use the NSLDS Alert File report to generate a printed list of the records listed in the NSLDS Change Review page.

NSLDS Student Transfer Monitoring Process (July 2001)

Reviewing NSLDS General Aggregate Information

Access the NSLDS Information page.

The system displays the student's name, ID, Last Updated, Last Effseq, NSLDS Transaction Nbr (NSLDS transaction number), NSLDS Transaction Source, SSN (Social Security Number), NSLDS Loan Default, NSLDS DOB (NSLDS date of birth), School Cd (school code), Branch, and Post-Screen Cd (post-screen code). The Last Effseq field refers to a sequence number of the same ISIR with different versions.

Note. If you chose to push aggregate totals to the aggregate aid tables for direct use by the packaging and awarding process, the subsidized and unsubsidized aggregate amounts under the FFELP/FDLP section and Perkins principal balance, are the totals that are pushed to the corresponding aggregate areas for this student.

Aggregate Data

Eff Date (effective date)	The system displays the effective date of the loaded aggregate information. Aggregate data is the loan history. There can be a date for an ISIR and multiple sequences. You can view loans that are in default, discharged loans, or active bankruptcies.
NSLDS Txn Nbr (NSLDS transaction number)	The system displays the transaction number of the NSLDS data from the NSLDS. As the student's financial aid history is updated by the NSLDS, the transaction number moves upward one increment. If new NSLDS information is received by a school that has a lower transaction number than the current data, the new information does not load. The system assumes that the current information is more recent.
NSLDS Transaction Source	The system displays the source of the loaded NSLDS information. The possible values are ISIR and Alert (NSLDS Transfer Alert file).

Transaction

Process Dt (process date)	The system displays the process date for the transaction. If the data source is the ISIR, this date is the CPS process date of the ISIR. If the data source is the NSLDS FAT file, the date used is the NSLDS file process date.
Default	The system displays whether the transaction is in default.
Discharged	The system indicates whether a student's defaulted loan has been discharged. The values for the field are Y (yes) or N (no).
Actv Bnkrp (active bankruptcy)	The system displays whether the loan is part of an active bankruptcy proceeding.
Stsfctry Rpymnt (satisfactory repayment)	The system indicates whether the loan has been repaid satisfactorily.

FFELP/FDLP

Aggregate	The system displays FFELP/FDLP aggregate loan information in Subsidized, UnSub (unsubsidized), Combined, and Consolidated categories.
Unallocated (for Aggregate)	Indicates the NSLDS unallocated consolidated outstanding principal balance.
Unallocated (for Total)	Indicates the NSLDS unallocated consolidated total.
Pending Disb (pending disbursement)	The system displays undisbursed loan amounts for the Subsidized, UnSub (unsubsidized), Combined, and Consolidated categories.

Perkins

Perkins Principal Balance	Indicates Perkins loans outstanding principal balance.
PLUS Outstanding Balance	Indicates the aggregate loan outstanding principal balance amount for all PLUS loans where the borrower is the PLUS holder.
Consolidation Outstanding Balance	Indicates the outstanding principal balance for all FFELP consolidation loans.
Perkins Current Year Loan Amount	Indicates total Perkins loan disbursements for the award year (July-June).
PLUS Total	Indicates the aggregate loan total amount for all PLUS loans where the borrower is the PLUS holder.
Consolidation Total	Indicates the total of all FFELP consolidation loans.

Viewing NSLDS Overpayment Information

Access the NSLDS Overpayment Information page.

The system displays any overpayments for Pell Overpy (Pell overpayment), Perk Overpy (Perkins overpayment), and SEOG Ovrpy (SEOG overpayment). the Pymnt Contct (payment contact) fields refer to the contact agency for this overpayment. the federal ID appears if an overpayment is present.

Viewing NSLDS Active Matches

Access the NSLDS Active Match page.

The system displays NSLDS error codes, change flags, loan limit flags, MPN flags, and NSLDS Alert file flags.

Click the NSLDS Loan Detail link to access the NSLDS Loan Detail page, where you can review additional loan detail for each loan.

NSLDS Sub Limit Exceeded	Indicates whether the student has exceeded the subsidized loan limit. The system populates this field only if the data source is NSLDS Alert file or NSLDS FA History File. Y: Yes N: No
NSLDS Combo Limit Exceeded	Indicates whether the student has exceeded the combined loan limit. The system populates this field only if the data source is NSLDS Alert file or NSLDS FA History File. Y: Yes N: Yes
ISIR Sub Limit Flag	Indicates whether the CPS has determined that the student has exceeded the subsidized loan limit. The system populates this field only if the data source is ISIR. C: Close to limit E: Exceeded limit N: No problem
ISIR Combo Limit Flag	Indicates whether the CPS has determined that the student has exceeded the combined loan limit. The system populates this field only if the data source is ISIR. C: Close to limit E: Exceeded limit N: No problem

Viewing NSLDS Loan Details

Access the NSLDS Loan Detail page.

The system displays the student's name, ID, SSN, NSLDS DOB, Last Updated, Last Effseq, Eff Date (effective date), Seq, NSLDS Txn Nbr (NSLDS transaction number), and NSLDS Txn Src (NSLDS transaction source).

Loan Detail

In the Loan Detailgroup box, the system displays NSLDS Ln Seq (NSLDS loan sequence), Loan Year, NSLDS Contact, NSLDS Type, Contact Type, NSLDS Status, Stat EFFDT (status effective date), Guarantee, and NSLDS Ln TypCd (NSLDS loan type code). The system displays Prin Bal (principal balance), Net Amt Disb (net amount disbursed), Balance Dt (balance date), Loan Start and Loan End, Orig Schl (original school), and Grade Level. Grade level refers to the NSLDS grade level for the student in this loan year. The system also displays Loan Change Flag, Last Loan Disbursement Date, Last Loan Disbursement Amount, NSLDS Lender Servicer, and NSLDS Lender Code.

Select the NSLDS Pell tab to access the NSLDS Pell page to review a summary of a student's Pell information.

CL Subsidized Aggregate Amount	This is the FFEL consolidation loan subsidized aggregate amount. Indicates the amount included in the subsidized aggregate calculation. The system populates this value only if the loan type is CL.
CL Unsubsidized Aggregate Amt	This is the FFEL consolidation loan unsubsidized aggregate amount. Indicates the amount included in the unsubsidized aggregate calculation. The system populates this value only if the loan type is CL.
CL Combo Aggregate Amount	This is the FFEL consolidation loan combined aggregate amount. Indicates the amount included in the combined aggregate calculation. The system populates this value only if the loan type is CL. This amount could include HEAL
CL Unallocated Aggregate Amt	This is the FFEL consolidation loan unallocated aggregate amount. Indicates the amount that could not be determined to be subsidized, unsubsidized, or Perkins. The system populates this value only if the loan type is CL.

Viewing NSLDS Pell Information

Access the NSLDS Pell page.

The system displays the student's name, ID, SSN, NSLDS DOB, Last Updated, Last Effseq (last effective sequence), Eff Date (effective date), Seq (sequence) NSLDS Txn Nbr (NSLDS transaction number), and NSLDS Txn Src (NSLDS transaction source).

NSLDS Pell Information

The system displays Pell Seq (Pell sequence) number, Pell Txn Nbr (Pell transaction number), Pell Updt (Pell update), Pell Pd to Dt (Pell paid to date), Pell Sched Amt (Pell scheduled amount), Posted to Pell, Pell Prcnt Used(Pell percent used), Pell Schl Cd (Pell school code), Pell Award Amt, NSLDS Pell EFC(expected family contribution), and NSLDS Pell Verf (verification). EFC refers to the expected family contribution used when the particular Pell Award was paid. Verf refers to the verification status of the EFC. EFC displays a dollar amount and Ver displays the applicable Pell verification code. The Pell Change Flag indicates a change in the student's Pell eligibility.

Note. If you chose to push aggregate totals to the aggregate aid tables for direct use by the packaging and awarding process, the Pell Pd to Dt amount field, which represents and the amount of federal Pell grant a school has disbursed to the student for the aid year, is pushed into the NSLDS Total for the corresponding Pell Aggregate Area. For Pell, the NSLDS total represents the current year totals. This amount is used as current year awarding to correctly award to the annual Pell limit.

Viewing NSLDS Additional Information

Access the NSLDS Additional Information page.

NSLDS Overpayment Information

NSLDS Overpayment Seq (NSLDS overpayment sequence)	Overpayment sequence refers to the sequential order (1, 2, 3) the ISIR loads.
Overpayment Type	Overpay type indicates which type of aid, such as Pell, Perkins, or SEOG, was overpaid.
Overpayment Indicator	Overpayment indicator refers to the overpayment. Valid values are: N: No Y: Yes S: Satisfactory Arrangement.
NSLDS Contact	Displays the agency school, servicer, or lender to contact for this loan.

NSLDS Name History

The system displays Nm Hist Seq (name history sequence), F Name Hist (first name history), MI Hist (middle initial history), and L Name Hist (last name history).

Update Aggregates with NSLDS

Access the Update Aggregates with NSLDS page.

Use this to independently push NSLDS totals into the aggregate aid tables outside of the ISIR or NSLDS data load routines.

Aid Year

Select the aid year to which you would like the most current row of NSLDS data to populate.

Run Option

Refresh NSLDS Data: Always overwrites the existing NSLDS Total present for the Aid Year defined above.

Update NSLDS Data: Updates NSLDS Total only if NSLDS data is more current than present data for the Aid Year defined above. Additional option available if this option is selected.

Preserve Override: Update will not take place if NSLDS Total amount has been overridden at the student level.

Population Selection

All Students: Use this option to update all students active for the given Aid Year and have NSLDS data available.

One Student: Select this option to enter one student ID to update. Once this option is selected, an ID field will appear to enter a single student ID.

Students in a list: Select this option to enter a list of student IDs to update. Once selected, a List of IDs option will appear to enter in multiple student IDs.

Viewing Application History

You can access application history. PeopleSoft removed aid-year-specific pages from the various menus and moved them to the Financial Aid History menu. The oldest aid-year-specific components are added to the Financial Aid History menu. You can access pages and components for three years of processing.

This section discusses how to enter data to review application history.

Pages Used to View Application History

Page Name	Object Name	Navigation	Usage
Historical Application Information	FA_APP_HIST_TRNSFR	Financial Aid, Financial Aid History, View Archived Application Data	Access Federal EFC Summary, Institutional Application, Application Data Verification, Institutional EFC Summary, and ISIR History components and pages.
Federal EFC Summary	ISIR_FM_SUMRY	Click the Federal EFC Summary link on the Historical Application Information page.	View archived EFC summary data .
Institutional Application	INST_STUDENT_A, INST_STUDENT_01, INST_STUDENT_02, INST_STUDENT_03	Click the Institutional Application link on the Historical Application Information page.	View data on the following pages in the Maintain Institutional Application component for aid years 1999 through 2003: Student Data, Parent Data, Miscellaneous Data, and Computation Data.
Application Data Verification	VERIFICATION_INC	Click the Application Verification link on the Historical Application Information page.	View data on the following pages in the Application Data Verification History component from aid year 1998 through aid year 2001: Income Verification, Household Information, Worksheet A, Worksheet B, and Consolidated Tax Forms.
Institutional EFC Summary	INST_INAS_SMRY_06	Click the Institutional EFC Summary link on the Historical Application Information page.	View data for aid year.
ISIR History	ISIR_PIA_CS1_01	Click the ISIR History link on the Historical Application Information page.	View data on the following pages in the ISIR Corrections component for aid year 2001 and before: FAFSA Information, Assumptions\School Codes, and EFC\DB Matches.

Entering Data to Review Application History

Access the Historical Application Information page.

Currently, 2003 information is the most recent that you can access.

ID	Enter the student's ID.
Institution	Enter the institution.
Aid Year	Enter the aid year. This is a required field. Aid year 2003 is the most recent year archived.
Source	Select one of the following options: FT CSL Inst App NA PT CSL Profile
Federal EFC Summary	Click to access the Federal EFC Summary page.
Institutional EFC Summary	Click to access the Institutional EFC Summary page.
Institutional Application	Click to access the Maintain Institutional Application component.
ISIR History	Click to access the ISIR Corrections component.
Application Data Verification	Click to access the Application Data Verification History component.

Using INAS Batch Calculations

This section discusses how to calculate INAS in batch based on your institutions policy options.

Page Used to Make INAS Batch Calculations

Page Name	Object Name	Navigation	Usage
INAS Batch Calc	RUNCTL_FAPINCLC	Financial Aid, File Management, Batch INAS Batch Calculation	Calculate INAS in batch based on policy options

Using the INAS Batch Calculation

Access the Batch INAS Calculation page.

The system displays the Run Control ID and Process Name.

Institution	Select from the available options.
Aid Year	Select from the available options.
Application type	Select B—Both Federal and Profile, F- Federal P—Profile from the available options for the application type to run INAS batch calculations.
Clear Calc Requests(clear calculation requests)	Select Y to remove files from the tables after performing the batch calculation. Selecting Y prevents you from running batch calculation on these files again. N retains the files in the tables after performing the calculation. N enables you to run a batch calculation on these files multiple times. You may choose to run INAS Batch Calculations automatically after each ISIR data load or as a separate use controlled process.

Click the Run button to run the FAPINCLC process. The batch calculation process is the same process as the online calculation.

Using INAS Simulation

The Institutional Needs Analysis System (INAS) Simulation functions as a work sheet for financial aid staff to use to create different need analysis scenarios before committing the calculation for Need Analysis. The INAS Simulation process retrieves information from the ISIR Correction pages and INAS Federal Extension page. Click the Fed Ext link from any INAS simulation page or the setup of your INAS Local Policy Options.

Note. The navigation paths for the pages listed in the following table are for the 2002–2003 aid year. PeopleSoft supports access for three active aid years.

Pages Used for INAS Simulation

Page Name	Object Name	Navigation	Usage
Student/Income Assets	INAS_SIM_STU1_06	Financial Aid, Federal Application Data, Simulate 2005–2006 FM INAS, Student Income/Assets	Change income and asset values prior to INAS calculation.
INAS Simulation Fed Extension	INAS_SIM_FEDEX_S06	Click the Fed Extension link on the Student Income/Assets page.	Override the INAS Local Policy Options at the student level.
Student Information	INAS_SIM_STU2_05	Financial Aid, Federal Application Data, Simulate 2005–2006 FM INAS, Student Information	Change student information prior to the INAS calculation.
Parent Income/Assets	INAS_SIM_PAR1_06	Financial Aid, Federal Application Data, Simulate 2005–2006 FM INAS, Parent Income/Assets	Change income and asset values prior to INAS calculation.
Overrides	INAS_SIM_OVRD_06	Financial Aid, Federal Application Data, Simulate 2005–2006 FM INAS, Assumption Overrides	Change assumption and reject override values prior to INAS calculation.

Steps for Using INAS Simulation

Use these steps from any of the pages in the INAS Simulation page component.

Use the INAS simulation process for a student that you have selected.

Click the Get Fed Data button on the page you are using.

The latest ISIR information is retrieved and placed in the INAS Simulation tables. You should refresh the INAS Simulation table with the latest data because data from a prior session might remain in the table.
Modify any of the values that should be reflected in the student's EFC.

You can also override Local Policy Options at the student level, by clicking the Fed Ext button from any page in this component. The default values that you defined in the INAS Local Policy Options setup appear on the Federal Extension page when you select a Rule Set.
After you are satisfied with the changes that you have made, click the INAS calculate button to carry out an INAS calculation. The system displays the results of the EFC after a successful completion of INAS.
Repeat steps 2 and 3 as many times as needed. If you want to start over, repeat Step 1 to refresh the work sheet.
Click the Use Simulated Data button to use the calculated data for Need Analysis.

You must confirm that you want to perform the operation. If your reply is Yes, the system inserts a new row in all of the ISIR Tables and any field that was changed is processed as follows:
1. Sent to the Audit Table for history.
2. Included in the ISIR Correction process.
3. Used to recalculate need.

Note. The College Scholarship Service Rules are the only rules that are delivered.

You cannot apply changes to any student whose ISIR is rejected.

Working with Student Income and Assets

Access the Student Income/Assets page.

ISIR edits are not used in the simulation pages. Changes used should not conflict with data in ISIR corrections.

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

Enter information for Mar Stat Dt (marital status date), Date Lgl Res (date of legal residency), In Family, In College, Exemptions, Tax Form, AGI (adjusted gross income), US Tax Paid, Student's Earnings, Spouse's Earnings, Cash, Inv Net Worth (investment net worth), Bus Net Worth (business net worth), Worksheet A, Worksheet B, and Worksheet C.

Marital Status	Select Married, Separated, Sng/Div/Wd (single/divorced/widowed).
Res State (resident state)	Select a state from the available options.
Exemptions	Select a value from 00 to 12.
Res Prior 1999 (resident prior to 01/01/99)	Select either Yes or No.
File Return?	Select Filed/Comp (filed/completed), Not Filed, or Will File.
Tax Form	Select 1040, 1040A/EZ/T, Foreign Tx (foreign tax), or Territory.
Elig 1040A/EZ?	Select from the following values: Don't Know: You do not know if the student is eligible to file a 1040A or 1040EZ. No: Select if the student is not eligible to file a 1040A or 1040EZ. Yes: Select if the student is eligible to file a 1040A or 1040EZ.

Click the Get Fed Data button to copy the student's latest ISIR data to this page.

Click the Use Simulated Data button to move the simulated data into production.

Click the INAS button to invoke a Remote Function Call of the INAS calculation.

Click the Need Summary link to view a student's need summary. Need summary information reflects only current values. New data that you have calculated is not reflected on Need Summary pages until you click the Use Simulated Data button.

Click the Fed Ext button to override the INAS Local Policy Options at the student level.

Overriding the INAS Local Policy Options at the Student Level

Access the INAS Simulation Federal Extension page.

Click the Budget Durations link to view budget duration information.

Working with Student Information

Access the Student Information page.

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

Enter VA Ben Nbr of Months (veteran administration benefits and number of months). Select 1 — Yes or 2 — No from the available options for Dependents, Orphan, Children, DOB (date of birth) Before, Veteran, Grad Stdnt (student), Sel Serv (selective service), and 1st Degree.

GradeLevel

Select from the following values:

1st yr AB (attended before)

1st yr GP (graduate professional)

1st yr NA (never attended)

2nd yr Sph (sophomore)

3rd yr Jnr (junior)

4th yr Snr (senior)

5th yr UG (undergraduate)

Grad/Prof + (graduate/professional beyond 1^st year)

Click the Get Fed Data button to copy the student's latest ISIR data to this page.

Click the Use Simulated Data button to move the simulated data into production.

Click the INAS button to invoke a Remote Function Call of the INAS calculation.

Click the Fed Extension link to override the INAS Local Policy Options at the student level.

Working with Parent Income and Assets

Access the Parent Income and Assets page.

The system displays the student's name, ID, Aid Year, Institution, and Fed EFC (federal expected family contribution).

Enter Date Lgl Res (legal residence), Age Parent, Family Mem (members), Nbr Coll (number in college), AGI (adjusted gross income), US Tax Paid, Father's Earnings, Mother's Earnings, Cash, Inv Net Worth (investment net worth), Bus Net Worth (business net worth), Worksheet A, Worksheet B, and Worksheet C.

Marital Status	Select from the following options: Div/Sep (divorced or separated), Mar/ReMar (married or remarried), Single, or Widowed.
Legal Res (legal resident	Select a state from the available options.
Exemptions	Select a value from 00 to 12.
Res Prior 1999 (resident prior to 01/01/99)	Select Yes or No.
Tax Form	Select 1040, 1040A/EZ/T, Foreign Tx (foreign tax), or Territory.
Tax Return Filed?	Select Filed/Comp (filed/completed), Not Filed, or Will File.
Elig 1040A/EZ? (eligible to file 1040A/EZ/T?)	Select from the following values: Don't Know: Select if you do not know whether the parent is eligible to file a 1040A or 1040EZ tax form. 1 – Yes: Select if the parent is eligible to file a 1040A or 1040EZ.

Click the Get Federal Data button to copy the student's latest ISIR data to this page.

Click the Use Simulated Data button to move the simulated data into production.

Click the INAS button to invoke a Remote Function Call of the INAS calculation.

Click the Fed Extension link to override the INAS Local Policy Options at the student level.

Working with Assumption Overrides

Access the Overrides page.

The system displays the student's name, ID, Aid Year, Institution and Fed EFC (federal expected family contribution).

Assumption Overrides

Parent Nbr In College (parent number in college)	Select 1:Yes.
Parent AGI (parent adjusted gross income)	Select 1: Yes.
Par Inc From WSC Asmd 0 (parent income from worksheet C assumed 0)	Select 1: Yes.
Student Nbr In college (student number in college)	Select 1: Yes.
Student AGI (student adjusted gross income)	Select 1: Yes.
Stu Inc From WSC Asmd 0 (student income from worksheet C assumed 0)	Select 1: Yes.

Reject Overrides

Reject Override N	Select 1 – Yes.
Reject Override B	Select 1 – Yes.
Reject Override G	Select 1 – Yes.
Reject Override W	Select 1 – Yes.

Click the Get Federal Data button to copy the student's latest ISIR data to this page.

Click the Use Simulated Data button to move the simulated data into production.

Click the INAS button to invoke a Remote Function Call of the INAS calculation.

Click the Fed Extension link to override the INAS Local Policy Options at the student level.

Simulating FM Data

When you select the Get Fed Data button, the system looks for the existence of a Federal Extension record and populates simulation.

This section discusses how to:

Simulate FM data.
Override Reject .

Pages Used for Simulating FM Data

Page Name	Object Name	Navigation	Usage
Student Income/Assets	INAS_SIM_STU1_06	Financial Aid, Federal Application Data, Simulate 2004–2005 FM INAS	Change income and asset values prior to INAS calculation.
Overrides	INAS_SIM_OVRD_06	Financial Aid, Federal Application Data, Simulate 2004–2005 FM INAS, Overrides	Change assumption and reject override values prior to INAS calculation.
INAS Simulation	INAS_SIM_EFC_SEC	Click the Monthly EFC link on the Student Income/Assets page.	View the INAS calculated monthly EFC for months 1-8 and 10-12.

Using FM Data Simulation

Access the Student Income/Assets page.

The system displays the following new fields and link on all pages in this component.

Formula Type	Displays the formula type used in the INAS calculation. When you click the Get Federal Data button, the system populates the ISIR formula type on record and updates the formula type when INAS is called.
Primary EFC	Displays the 9-month EFC. When you select Get Fed Data, the system populates the ISIR Primary EFC on record and updates the Primary EFC when INAS is called.
Prorated EFC	Displays the 9-month or other than 9-month EFC. When you click the Get Federal Data button, the system populates the ISIR Prorated EFC on record and updates the Prorated EFC when INAS is called.
Monthly EFC	Click to display the INAS calculated monthly EFC for months 1-8 and 10-12.

Rejecting Overrides

Access the Overrides page.

Dependency Override

The system displays the following options, but you can only manually set the Dependent to Independent and Cancel Dep Override – Corr Only values. The correction process sets the Override Failed value.

1 – Dependent to Independent

2 – Cancel Dep Override – Corr Only

3 – Override Failed

Correction Status

The system displays the following options, but you can only manually set the Send Correction(s), Do Not Send Correction(s), and Correction(s) Pending values. The correction process sets all other values.

1 – Correction(s) Pending

2 – Send Correction(s)

3 – Correction(s) Sent 4 - Correction(s) Accepted

5 – Correction(s) Rejected

6 – Do Not Send Correction(s)

Reject Override A:

Select 1 – Yes to override

Reject Override C:

Select 1 – Yes to override

Add to Total Wages	Select this check box to add or subtract business income or loss to wages for the filer of record and to the total wages. It is selected by default.
Add to Total Wages	Select this check box to add farm income or losses to wages for the filer of record and to total wages. It is selected by default.

Earned Income Credit	Enter the amount deducted from tax due for qualified persons whose information is being verified. An entry in this field also updates Untaxed Income and Worksheet A.
Additional Child Tax Credit	Enter an amount deducted from tax for households with three or more qualifying children. An entry in this field also updates Untaxed Income and Worksheet A.

Dependency Override	The system displays the following options, but you can only manually set the Dependent to Independent and Cancel Dep Override – Corr Only values. The correction process sets the Override Failed value. 1 – Dependent to Independent 2 – Cancel Dep Override – Corr Only 3 – Override Failed
Correction Status	The system displays the following options, but you can only manually set the Send Correction(s), Do Not Send Correction(s), and Correction(s) Pending values. The correction process sets all other values. 1 – Correction(s) Pending 2 – Send Correction(s) 3 – Correction(s) Sent 4 - Correction(s) Accepted 5 – Correction(s) Rejected 6 – Do Not Send Correction(s)
Reject Override A:	Select 1 – Yes to override
Reject Override C:	Select 1 – Yes to override