Application Source Ranking

FA_APP_SOURCE_RANK

Set Up SACR, Product Related, Financial Aid, Budgets, Application Source Rank

Define which application the Budget Assignment background process should use for Budget Formula and Budget Tree criteria.

Admit Level Associations

ADMIT_LVL_TBL

Set Up SACR, Product Related, Financial Aid, File Management, Assign Status to Admit Levels

Review the admit designations set up by your institution.

Prospect Source X-Ref Setup (prospect source cross-reference setup)

PROSPECT_XREF_TBL

Set Up SACR, Product Related, Financial Aid, File Management, Define Careers for Prospects

Set up prospect cross-references, by associating careers from external sources with an academic career at your institution. The ISIR load process uses this information to assign a default academic career for financial aid applicants who are not yet admitted. The academic program information from external sources is not currently used. This section should therefore remain blank. The prospect source is updated each year.

Status

Select Active or Inactive.

Award Period

Select Academic or Non Std (nonstandard) from the options, to associate the award period with the application source rank.

Description

Enter the description of the application source rank.

Comments

Enter any additional information regarding the application source rank.

Source of Information

Select the source of information. Options are:

FAFSA (Free Application for Federal Student Aid).

Inst App (institutional application).

Application Source

If the source of information is Inst App (institutional application), select from these values: FT CSL (Full-time Canada Student Loan), Inst App (institutional application), NA (not applicable), Profile, and PT CSL (Part-time Canada Student Loan).

Source Ranking

Rank your preference for source data. The system selects the lowest number first, and if that application does not exist for the student, the system searches for the next ranked item.

Associated Admit Level

Associate an admit level with each academic program status. The associated admit level that you select is important to the selections that you make when setting up your ISIR data load parameters. The associated admit levels are associated with the student academic program status in PeopleSoft Enterprise Student Records. Options are:

5 - Accepted/Continuing

4 - Admitted

3 - Applied/Pending

2 - Inactive

1 - Has Not Applied

Ext Car (external career)

Select the corresponding external career sections for the CSS Profile and Need Access applications. The external career relates to the expected degree or certificate question on the FAFSA.

Description

Enter a description from the ISIR for the external career.

Academic Career

Select the academic career that you want to associate with the various external career codes that come in on students’ ISIR records.

You can also assign a default academic career to ISIR records that are loaded where the expected degree question on the FAFSA is blank. Insert a new row under the Career from External Source group box and enter DFLT (default) in the Ext Car column. Enter the default academic career that you want to assign to the ISIR record.

Click the Add button to insert additional rows for all external careers that you want to associate with an academic career.

Ext Prog (external program)

Enter an external program code.

Description

Enter a description from the FAFSA for the external program.

Acad Prog (academic program)

Select an academic program that you want to associate with the external program.

ISIR Load Options 1

ISIR_INST_CONTROL

Set Up SACR, Product Related, Financial Aid, File Management, ISIR Data Load Parameters, ISIR Load Options 1

Define how ISIR data from the CPS is loaded into the system.

ISIR Load Options 2

ISIR_INST_CONTROL2

Set Up SACR, Product Related, Financial Aid, File Management, ISIR Data Load Parameters, ISIR Load Options 2

Define how ISIR data from the CPS is loaded into the system.

ISIR Load Options 3

ISIR_INST_CONTROL3

Set Up SACR, Product Related, Financial Aid, File Management, ISIR Data Load Parameters, ISIR Load Options 3

Define how corrected ISIR data from the CPS is loaded into the system.

ISIR Inst Search Match

ISIR_INST_SRCHMCH

Set Up SACR, Product Related, Financial Aid, File Management, ISIR Data Load Parameters, ISIR Inst Search Match

Define how ISIR records are processed when identified by the Search Match process. You can avoid duplicate records and determine whether the ISIR records are loaded into the database as new records, are appended to existing records in the database, or are ignored.

ISIR Reject Reasons

ISIR_REJECT_TBL

Set Up SACR, Product Related, Financial Aid, Application Processing, Maintain ISIR Comment Codes, ISIR Reject Reasons

Review delivered ISIR reject reasons and set severity levels.

ISIR Comments

ISIR_COMMT_TBL

Set Up SACR, Product Related, Financial Aid, Application Processing, Maintain ISIR Comment Codes, ISIR Comments

Review delivered ISIR comment codes and set severity levels. DB Match Use setting can be adjusted to control treatment by the packaging process. This page links the comment codes with the long description or text defined by the Department of Education.

Financial Aid EDI Transactions

FA_ECTRANS

Set Up SACR, Product Related, Financial Aid, File Management, Maintain EDI Transactions

Set up financial aid EDI transactions. Control the EDI transactions that can be viewed in the ISIR File Review and Loan EC Queue Review pages.

Setup Commit Levels

PROCESS_COMMIT

Set Up SACR, Product Related, Financial Aid, File Management, Define Commit Levels

Set up commit levels for COBOL processes. Control the commit levels for the ISIR Suspense Load (FAPSAR00) and ISIR Correction Build (FAPCOR00) COBOL processes.

Load NSLDS Data (load National Student Loan Data System data)

NSLDS information from the ISIR is updated whenever an ISIR is loaded. Select this check box to direct the system to load new NSLDS data into the NSLDS tables when an ISIR is suspended or discarded—that is, skipped—and not loaded into the system.

NSLDS data is loaded for suspended ISIRs under these conditions:

1. Search Match must not be called by the ISIR load process; this occurs automatically if an ISIR has been previously loaded for the student (for any aid year).

2. There must be a current year ISIR previously loaded for the student.

3. The NSLDS transaction number must be greater than the current loaded NSLDS data of the same aid year.

4. The NSLDS match flag cannot be 7 (match but no data provided) or 8 (record not sent to NSLDS).

Push NSLDS Aggregates

Select to have the load process push aggregate aid totals and indicators for the Stafford subsidized, Stafford unsubsidized, Perkins, Pell and SEOG programs. If you choose not to push aggregate aid totals, an independent push routine is available. Aggregate Area Translation must be defined for the Push process to work. Selecting to Push NSLDS data into the aggregate aid tables allows the awarding and packaging process to directly consider the NSLDS data.

See Assessing Eligibility for Financial Aid.

Call INAS (call Institutional Need Analysis System)

Select to enable any ISIR that is loaded to immediately run the INAS program using the current INAS options. If you do not select this check box, the ISIR is queued for Batch Need Analysis processing.

Use Current Date as Effdt (use current date as effective date)

Select to use the current date as the effective date of the ISIR information loaded into the ISIR Data Corrections component. If you do not select the check box, the system uses an effective date based on the CPS transaction processed date.

Discard Incoming Address

Select to prevent a student’s address information from being updated in personal data when an ISIR is loaded.

Add if blank - Do not update

Select if, when the ISIR is loaded, the student has no active address in personal data that matches the address usage criteria.

Always Update

Select to always update the appropriate address when the ISIR is loaded.

Override Address Type

Select to force the ISIR address to be loaded into a specific address type rather than use the ISIR address usage parameters set in the Process Demo Setup page.

Update

Select if, when the ISIR is loaded, the student has no active name in personal data that matches name usage criteria, to update the data with the ISIR name.

Update

Select to update the bio/demo fields when the ISIR is loaded.

Discard

Select to prevent a student’s email information from being updated in personal data when the system loads an ISIR.

Add if blank

Select if the student does not have an active email address in personal data that matches the defined usage criteria when the system loads an ISIR. The system creates an email address using the highest ranked email type defined in the usage criteria. If an existing matching address type exists, an update does not occur.

Always Update

Select to always update the appropriate email address when the system loads an ISIR. The system updates the highest ranked address and phone type defined in the usage criteria.

Discard

Select to prevent a student’s phone information from being updated in personal data when the system loads an ISIR.

Add if blank

Select if the student does not have an active phone number in personal data that matches the defined usage criteria when the system loads an ISIR. The system creates a phone number using the highest ranked phone type defined in the usage criteria. If an existing matching phone type exists, an update does not occur.

Always Update

Select to always update the appropriate phone number when the system loads an ISIR. The system updates the highest ranked phone type defined in the usage criteria.

Discard

Select to prevent a student’s driver’s license information from being updated in personal data when the ISIR is loaded.

Add if blank

Select to enable the following to occur:

• If driver’s license information exists for the student in the Campus Community records, the system does not load the ISIR information.

• If no driver’s license information exists in the Campus Community records, the system loads the ISIR information.

Always Update

Select to always update the driver’s license fields when the ISIR is loaded. The system checks for an exact match of the driver's license number and driver's license state.

If the system cannot locate an exact match, it deletes any entries for the student in the driver's license table where either the state or the license number match, and then inserts a new row with the driver's license number and state from the ISIR.

Student Status Add Level

Select the minimum admit level that a student must have for the system to load the ISIR to the application tables. Values are:

0 − Load Everyone

1 − Recruits or higher

2 − Inactive Admits or higher

3 − Applicants or higher

4 − Active Admits or higher

5 − Accepted/Continuing only

Student Status Suspend Level

Select the minimum admit level that a student must have for the system to suspend the ISIR. Values include:

0 − Anyone not loaded

1 − Recruit or higher

2 − Inactive Admits or higher

3 − Applicants or higher

4 − Active Admits or higher

5 − Accepted/Continuing only

Inst. Review Status Completed (institutional review status completed)

Select instructions for handling the ISIR if the institutional review status is complete. This status is maintained on the Packaging Status Summary page. Values are: Discard Incoming Record, Load Record, and Suspend Incoming Record.

Ed Verification Completed (educational verification completed)

Select the instructions for handling the ISIR if the educational verification is complete. This status is maintained on the Packaging Status Summary page. Values are: Discard Incoming Record, Load Record, and Suspend Incoming Record.

ISIR Rejects

Select the instructions for handling rejected ISIRs. Values are: Discard Incoming Record,Load Record, and Suspend Incoming Record.

System Generated ISIR Action

Controls the way in which system-generated ISIRs should be processed.

All system-generated ISIRs follow the same ISIR load options and routing control rules as regular, noncorrection ISIRs. Select from these values:

Discard Incoming Record: Does not load the record; sets ISIR load status to Skip.

Load Record: Processes the record and loads it if the load parameters are met.

Suspend Incoming Record: Suspends ISIRs that are pending review and sets the ISIR load status to Suspended.

EFC Override Encountered

Select one of the following: Ignore EFC Override Values, Suspend Incoming Record, or Use EFCs Values.

Suspend on EFC Mismatch (suspend on expected family contribution mismatch)

Select to suspend the corrected ISIR if the primary EFC on the ISIR does not match the last calculated primary EFC for the student stored in PS_ISIR_COMPUTED.PRIMARY_EFC.

Suspend Other School Initiated

Select to suspend ISIRs that are initiated by another school or the CPS.

Suspend Student Initiated

Select to suspend ISIRs that are initiated by the student.

Always Call INAS (always call Institutional Need Analysis System)

Select to run the INAS calculation as the ISIR is loaded into the application tables. This is similar to the Call INAS check box on the ISIR Ld Options 1 page.

Store INAS Calc Request (store Institutional Need Analysis System calculation request)

Select to store the EMPLID and aid year of the record for later batch INAS processing.

Call INAS if EFC Change (call Institutional Need Analysis System if expected family contribution change)

Select to run an INAS calculation only if the primary EFC on the ISIR does not match the last calculated primary EFC.

Never Call INAS (never call Institutional Need Analysis System)

Select to disable the system from calling INAS when the ISIR is loaded. This feature does not support future batch INAS calculation.

Search Parameter

A search parameter is a set of one or more search rules that you order sequentially with the lowest (or first) search order level as the most restrictive, and the highest (or last) search order level as the least restrictive. A search parameter must be created even if it contains only one search rule.

New

Select an option to indicate the action the system takes when the Search Match process does not find a matching record. Options are:

Add: The system adds the record to your database and generates a new EMPLID for the ISIR.

Suspend: The record is put in suspense.

Ignore: The system sets the load status to Skipped; the ISIR is not loaded and is ignored by the load process.

Order Nbr (order number)

Displays a separate listing for each order number level of search criteria. The number of search match levels is dependent on the Search Parameter you have selected to use for the ISIR load process.

One Match

For each order number, select an option to determine how the system processes the record. Values are:

Update: The system updates the existing record with the matching record.

Suspend: The system assigns a suspended load status to the matching record.

Ignore: The system sets the load status to Skipped.

Multiple Matches

For each order number, select an option to determine what to do with the record. Values are:

Suspend: The system assigns a suspended load status to the matching record.

Ignore: The system sets the load status to Skipped; the ISIR is not loaded and is ignored by the load process.

****Parameters Refreshed****

The system displays this message in red text when the ISIR Institutional Search Match parameters are not saved or the global Search Match parameters are not changed since you last updated this page. If you change parameters and do not save the changes or if you make a change since the last changes were made, the system displays this message.

You may want to create a Financial Aid-specific Search Parameter that can perform the ISIR search match function more efficiently than the provided PSCS_TRADTIONAL. For example, you may want to create a search parameter that contains a single search match order that does a last name, Social Security number, student birthdate match.

Code

Displays information assigned to the ISIR reject reason by the Department of Education. These codes appear on a student’s SAR and ISIR.

Description

Displays the description, using the codes assigned to the ISIR reject reason by the Department of Education by default. The description and the accompanying code appear on a student’s SAR and ISIR.

Severity Level

Indicates the level of importance of the reject reason and whether action is required. You can design local ISIR workflow processes using this field as criteria for ISIR review or communication with the student. Select from these values:

1—Action Required: Requires action.

0—Ignore: Requires no action.

Code

Displays codes from a table delivered by the Department of Education. These codes may appear in Part 1 of a student’s SAR or ISIR.

Description

Displays a description of the associated code from a table delivered by the Department of Education. The description may appear in Part 1 of a student’s SAR or ISIR.

Severity Level

Indicates the level of importance that you want to attach to the comment code and whether action is required. You can design local ISIR workflow processes using this field as criteria for ISIR review or communication with the student. Select from these values:

0—Ignore: Requires no action.

1—Action Required: DB Match problem Requires action.

2—Action required. SAR C Flag on file.

Based on these severity levels, if a student has an ISIR comment with a severity level 1 or 2 and the DB Match Use flag is not blank, the system will not award the student federal aid until the errant condition, and therefore the corresponding ISIR comment, are resolved.

DB Match Use

The DB Match Use value corresponds to a U.S.E.D. database match.

Selective Service Match

Y

none

n/a

Selective Service Match

T

026

0

Selective Service Match

N

030

2

Selective Service Registration

Y

031

0

Selective Service Registration

T

028

0

Selective Service Registration

blank*

033

2

Selective Service Registration

N

057

2

DHS Primary Verification

Y

143

0

DHS Primary Verification

N

144

2

DHS Primary Verification

blank*

068

1

DHS Primary Verification

blank*

141

2

DHS Primary Verification

blank*

142

2

DHS Secondary Confirmation

P

none

n/a

DHS Secondary Confirmation

Y

120

0

DHS Secondary Confirmation

C

105

2

DHS Secondary Confirmation

N

046

2

DHS Secondary Confirmation

X

109

2

SSA Citizenship Status

A or blank

none

n/a

SSA Citizenship Status

B, C, D, E, F, or *

146

2

SSA Citizenship Status

N

062

1

SSN Match

1

024

1

SSN Match

2

060

1

SSN Match

2

063

2

SSN Match

3

061

2

SSN Match

3

064

2

SSN Match

4

none

n/a

SSN Match

4

013

0

SSN Match

5

145

1

SSN Match

8

059

1

SSN Match

8

023

1

VA Match

1

none

n/a

VA Match

2

162

2

VA Match

2

163

0

VA Match

3

173

2

VA Match

3

174

0

VA Match

4

180

2

VA Match

8

161

0

NSLDS

1

none

n/a

NSLDS

1

none

n/a

NSLDS

1

none

n/a

NSLDS

7

138

2

NSLDS

2

132 & 124

2

NSLDS

2

132

2

NSLDS

2

132 & 135

2

NSLDS

2

132 & 136

2

NSLDS

3

133 + one of the following: 020, 038, 039, 043, 041, 042, 010, 065, 066, 067, 077, 079, 086, 090, 100, 101, 102, 107

2

NSLDS

4

134

2

NSLDS

115

2

NSLDS

116

2

NSLDS

8

none

n/a

NSLDS

254

2

NSLDS

256

2

NSLDS

260

2

NSLDS

262

2

NSLDS

257

0

NSLDS

263

0

Drug Abuse Hold

009

1

Drug Abuse Hold

055

0

Drug Offense Conviction

053

2

Drug Offense Conviction

054

2

Drug Offense Conviction

056

2

Drug Offense Conviction

058

2

Drug Offense Conviction

052

0

Parents' SSN

n/a

048

0

Parents' SSN

n/a

045

0

Parents' SSN

Father = 1 Mother = not 4

011

1

Parents' SSN

Mother + 1 Father = not 4

012

1

Parents' SSN

Father = Mother = 4

014

0

Parents' SSN

Mother = Father = 4

015

0

Parents' SSN

Father = 2 Mother = not 4

016

1

Parents' SSN

Father = 2 Mother = not 4

007

0

Parents' SSN

Mother = 2 Father = not 4

017

1

Parents' SSN

Mother = 2 Father = not 4

008

0

Parents' SSN

Father = 2 Mother = 4

019

0

Parents' SSN

Mother = 2 Father = 4

021

0

Parents' SSN

Father = 3

022

0

Parents' SSN

Mother = 3

025

0

Parents' SSN

Father = 5

027

0

Parents' SSN

Mother = 5

029

0

Parents' SSN

049

1

Parents' SSN

166

0

167

0

Ignore EFC Override Values

The system processes the ISIR as if a prior EFC override never existed. The prorated EFC values that are calculated during the ISIR load function normally. An EFC Status Message of EFC Override Ignored posts on the ISIR Inbound Summary 03/04 component.

Suspend Incoming Record

The system automatically suspends the ISIR record for manual review by the staff. A new suspend reason of EFC Override Found posts.

Use EFCs Values

The system loads the ISIR, but uses established EFC override values instead of recalculating them from the ISIR information. The system posts an EFC Status Message of EFC Override Used on the ISIR Inbound Summary 03/04 component.

Applications

1A, 2A, 2B, 2E, 2F, 2G, 2H, 2R, 2T, 3A, 3E, 3G, 3R, 4A, 4B, 4J, 4K, 4R, 5S

2H is treated as an application ISIR. 4R was removed for 2007.

System Generated

5D, 5M, 5N, 5P, 5W

Corrections

1C, 2C, 3C, 4C, 6C

ISIR SAR Cross-reference

ISIR_SAR_XREF

Set Up SACR, Product Related, Financial Aid, Application Processing, ISIR/SAR Cross Reference

Review ISIR/SAR cross-references. This page is used by several background processes and online pages to link the ISIR/FAFSA field number and ISIR record field number to the table and column name in the PeopleSoft Enterprise Campus Solutions system. It cross-references the field name and description to the ISIR/FAFSA record field number. PeopleSoft provides this information each aid year.

Institutional Cross Reference

INST_XREF

Set Up SACR, Product Related, Financial Aid, Application Processing, Institutional Cross Reference

Review institutional application cross-references and audit changes to the institutional application pages. Several background processes and online pages use this table to link the institutional application field number and record field number to the table and column name in the PeopleSoft Enterprise Campus Solutions database. It cross-references the field name and description to the institutional record field number.

Field Name

Displays the names of the valid fields in the Financial Aid system, from the designated table.

SAR #

Displays the CPS field reference number used for correcting ISIRs and identifying highlighted fields on the ISIR/SAR for the aid year.

Correctable to Blank

If selected, indicates that the field can be reported as a blank value in the ISIR correction record.

Type

Displays how the ISIR correction process treats the data.

ISIR Field Type

Displays the description for the ISIR field type.

A

Alpha Numeric

Alpha

D

Date (MMDDYY)

MMDDYY

M

Date (MMYY)

MMYY

N

Numeric

Numeric

S

Signed Numeric

Signed Num

Y

Date (Batch Year)

Batch Year

X

Mixed Case

Mixed Case

Field Name

Displays the names of fields in the Financial Aid system, from the designated table.

Description

Displays what information the field contains.

INST Field Nbr (institutional application field number)

Displays the institutional application field number that corresponds to the field in the Financial Aid system.

Aid Year

Displays the aid year of the institutional application field number.

Global and Federal Options

INAS_LCL_PLCY1_05

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005 — 2006 Global Options

Define your local policy options. Select the options for the majority of your student population. You can override local policy options on a student-by-student basis. The options that you select affect both your global and institutional INAS calculations. The system sets the CSS Base Rules/Values by default. You can enter values for additional INAS rule sets developed by your institution.

EFC Proration Options (expected family contribution proration option)

INAS_FM_PRORTN_SEC

Click the EFC Proration Options link on the Global and Federal Options page in the INAS 2005-2006 Global Policy Options component.

Define your proration parameters.

FM Budget Durations

INAS_FM_DUR_SEC

Click the FM Budget Durations link on the Global and Federal Options page in the INAS 2005-2006 Global Policy Options component.

Define global, federal academic and nonstandard budget durations.

IM Budget Durations

INAS_IM_DUR_SEC

Click the IM Budget Durations link on the Global and Federal Options page in the INAS 2005-2006 Global Policy Options component.

Define global, institutional academic and nonstandard budget durations.

IM Tax/Assess Parms (institutional methodology tax assessment parameters)

INAS_LCL_PLCY2_05

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, IM Tax/Assess Parms

Define income tax parameters for students and parents.

EFM Yes/No Options

INAS_LCL_PLCY3_01

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, EFM Yes/No Options

Define values for FM PROFILE options. Select the student and parent options appropriate for your IM.

IM Value Parms 1 (institutional methodology value parameters 1)

INAS_LCL_PLCY4_02

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, IM Value Parms 1

Define value parameters for institutional options that appear on other pages. Enter institutional values both for parents and for students.

IM Value Parms 2

INAS_LCL_PLCY11_01

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, IM Value Parms 2

Define value parameters for institutional options that appear on other pages. Enter institutional values both for parents and for students. The information on this page is in addition to the IM Value Parameters 1 page.

IM Yes/No Options

INAS_LCL_PLCY10_06

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, IM Yes/No Options

Define values for IM PROFILE options. Select the student and parent options appropriate for your IM.

Minimum SC Income (minimum student contribution income)

INAS_LCL_PLCY5_01

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, Minimum SC Income

Define the minimum institutional student contribution values for dependent students and independent students.

Asset Options

INAS_LCL_PLCY5_01

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, Asset Options

Define options and values for assessing home equity for parents and independent students.

Home/Asset Projections

INAS_LCL_PLCY7_01

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, Home/Asset Projections

Define options and values for assessing home equity for parents, students, and students with dependents. Define asset assessment rates.

Minimum PC Range (minimum parental contribution range)

INAS_LCL_PLCY8_01

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, Minimum PC Range

Define institutional minimum parental contribution values based on income ranges.

Budget Options

INAS_LCL_PLCY9_01

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS 2005-2006 Global Options, Budget Options

Define allocation of total parental contribution to children on the basis of educational costs. It allows limitation of the parental contribution for multiple children in college, based on a portion of the educational expenses for the student's siblings in college. The system contains College Board INAS delivered national averages. You can adjust these values as needed. You can also enter allowances for the cost of education for other family members attending institutions.

INAS Data Source

Select the INAS data source for the INAS process to use to retrieve student information. Values are:

Federal: INAS retrieves only federal data.

Institutnl (institutional): INAS retrieves only institutional data.

Both F/I (both federal and institutional): INAS retrieves both sets of data.

INAS Calc Type (INAS calculation type)

Select the INAS calculation type. Values are:

FM (federal methodology).

IM (institutional methodology).

FM & IM (federal methodology and institutional methodology).

Calc Fed Tax - Student (calculate federal tax - student)

Select to calculate and display federal tax for the student as defined by INAS.

Calc Fed Tax - Parent (calculate federal tax - parent)

Select to calculate and display federal tax for the parent as defined by INAS.

Calc PC For Independent (calculate parental contribution for independent)

Select to calculate and display parental contribution for independent students if parental data is available. Parental contribution is calculated but not added to EFC.

EFC Prorations Options

Click to access the EFC Proration Options page.

Use Which EFC

Select a value to determine the institutional EFC used in the Award Entry component. Values are:

Est Fed (estimated federal methodology): Select to display and use the EFM-EFC.

Greatest: Select to compare base, IM with options, and estimated federal EFC, and then use the greatest EFC value of the three.

Inst W/Opt: Select to use the IM-EFC as a result of the calculation of IM with options.

Inst: Select to use the IM-EFC as a result of the base IM calculations.

Application Source

Select an application source. Values are:

Profile.

N/A (Need Access).

Inst App (institutional application).

FT CSL (full-time Canada Student Loan): Used in Canadian Need Analysis.

PT CSL (part-time Canada Student Loan): Used in Canadian Need Analysis.

State

Select the state in which your institution is located. INAS uses this field to determine a student’s budget requirements.

Academic

Enter the number of months for the academic term to be considered during need analysis for dependent students.

Non-Standard

Enter the number of months for the nonstandard term to be considered during need analysis for dependent students.

Academic

Enter the number of months for the academic term to be considered during need analysis for independent students.

Non-Standard

Enter the number of months for the nonstandard term to be considered during need analysis for independent students.

Academic

Enter the number of months for the academic term to be considered during need analysis for dependent students.

Non-Standard

Enter the number of months for the nonstandard term to be considered during need analysis for dependent students.

Academic

Enter the number of months for the academic term to be considered during need analysis for independent students.

Non-Standard

Enter the number of months for the nonstandard term to be considered during need analysis for independent students.

Use Parent AGI (use parent adjusted gross income)

Select the use parent AGI. Values are:

CSS Deflt (CSS default)

Use Cmptd (use computed)

Use Rptd (use reported)

Use TaxRtrn (use tax return)

Adjust IPA/MMA Regional COL (adjust income protection allowance/monthly maintenance allowance regional cost of living)

Select to adjust the cost of living calculation based on regional COL differences for an independent student or for the parent of a dependent student. Values are:

No

Stu/Par (student/parent)

Yes Par (yes parent)

Yes Stu (yes student)

Adjust ERA Regional COL (adjust emergency reserve allowance regional cost of living)

Select to adjust the emergency reserve allowance for both students and parents, for independent students, or for parents only. Values are:

None

No

Yes-Both

Yes-Indep (yes independent)

Yes-Parent

ASG Total Income Percentage (annual savings goal total income percentage)

Select a value for the ASG total income percentage. This percentage is used as an allowance against income.

The default value is 1.52%. Selecting one of the other values (1.13% or 1.3%) changes the minimum value used for cumulative education savings allowance (CESA).

1.52

2,130 USD

17,890 USD

1.3

1,320 USD

14,850 USD

1.13

950 USD

12,940 USD

Rstrct # Household - Max Age (restrict number in household - maximum age)

Enter the value. You can restrict the family size used in the calculation by establishing an age threshold for siblings or dependents. For example, the calculation will not include an allowance for a member in the household over the maximum age set by the institution.

Rstrct # in College - Max Age (restrict number in college - maximum age)

Enter the value. You can restrict the number in college used in the calculation by establishing an age threshold for family members in college. For example, the calculation will not include an allowance for a member of the household in college over the maximum age set by the institution.

Student Assets as Family Assets (student assets as family assets)

Select All Assets to have all of the student's assets count as parent assets. Student assets are summed in the parent column. These calculation adjustments occur:

1. Family Total Net Worth (FTNW) FTNW = Parents' Total Net Worth (NW) + Student's Total NW.

2. Family Discretionary Net Worth (FDNW) FDNW = FTNW - Asset Protection Allowances.

3. The Asset Conversion rate is then applied to the FDNW to produce the family contribution from assets (FCA) where PC (parental contribution) = PCI (parent contribution from income) + FCA, and TFC (total family contribution) = PC + SCI (student contribution from income).

4. In the student column, student assets equal zero and student contribution (SC) = SCI, because all student assets have been moved to the parent column.

Select Not Trusts to have all of the student's assets except for the value of trust funds count as parent assets. The only student assets summed in the student column are trust funds. These calculation adjustments occur:

1. Family Total Net Worth (FTNW) FTNW = Parents' Total Net Worth (NW) + (Student's Total NW - Student's Value of Trusts).

2. Student Contribution From Assets (SCA)SCA = Student's Value of Trusts * Asset Conversion rate.

3. Family Discretionary Net Worth (FDNW) FDNW = FTNW - Asset Protection Allowances.

4. The Asset Conversion rate is then applied to the FDNW to produce the family contribution from assets (FCA) where: PC (parental contribution) = PCI (parent contribution from income) + FCA, SC (student contribution) = SCI (student contribution from income) + SCA, and TFC (total family contribution) = PC + SC.

Select Separate to use the default calculation. Parent assets are summed in the parent column and student assets are summed in the student column. If you leave this field blank, the system automatically enters Separate and uses the default calculation.

Select 5%-25% to have the EFC calculation process assess student assets at 5 percent and the student’s trust funds at 25 percent when calculating the student contribution portion of the EFC.

Important! If you selected the Calc PC for Independent check box on the Global and Federal Options page or the IM Yes/No Options page, then the system ignores the value in the Student Assets as Family Assets field, and instead uses the default calculation.

Fed Tax Allwnc Against Income (federal tax allowance against income)

Select from these values, to calculate federal tax allowance against income:

Calc Tax: Select to use the calculated tax amount if a student’s tax filing status is estimated; otherwise, CSS Rules apply.

CSS Rules: According to CSS Rules, if a student’s tax filing status is Completed Tax Return, reported tax is used to calculate federal tax allowance against income. If the student’s tax filing status is Estimated, the lower amount of reported tax or calculated tax is used to calculate the allowance. If reported tax is blank, negative, or invalid, the calculated tax amount is used to calculate the allowance.

Reptd Tax (reported tax): If a student’s tax filing status is Estimated Return, the reported tax is used to calculate the federal tax allowance against income.

Use 70% Income Assmnt for Ind? (use 70 percent income assessment for independent)

This field refers to the available income assessment rate for independent students. Select from these values:

Yes: Uses 70 percent for income assessment; appears by default.

No: Select if you elect not to use the 70 percent income assessment; the Alt Income Assessment Rate field appears on the page.

Income Assmnt Rate for Dep (income assessment rate for dependent)

Enter the income assessment rate for dependent students.

Alt Income Assessment Rate (alternate income assessment rate)

Enter an alternate rate for assessing the student's income. This field appears on the page when you select No in the Use 70% Income Assmnt for Ind? field.

Fed Tax Allwnc Against Income (federal tax allowance against income)

Select from these values, to calculate federal tax allowance against income:

Calc Tax: Select to use the calculated tax amount if a student’s tax filing status is estimated; otherwise, CSS Rules apply.

CSS Rules: According to CSS Rules, if a student’s tax filing status is completed tax return, reported tax is used to calculate federal tax allowance against income. If the student’s tax filing status is estimated, the lower amount of reported tax or calculated tax is used to calculate the allowance. If reported tax is blank, negative, or invalid, the calculated tax amount is used to calculate the allowance.

Reptd Tax: If a student’s tax filing status is Estimated Return, the reported tax is used to calculate the federal tax allowance against income.

Use IM Imputed Asset Value

Select to impute the value of the assets based on the interest and dividend income reported on the PROFILE form or the student’s tax return.

Use Projected Year Income

Select to use the student's expected year earnings instead of base year.

Use IM Income Override

Select to use the IM's adjusted gross income and untaxed income override for the student in the calculation.

Use IM Imputed Asset Value

Select to impute the value of the assets based on the interest and dividend income reported on the PROFILE form or the parents’ tax return.

Use Projected Year Income

Select to use the student's expected year earnings instead of base year.

Use IM Income Override

Select to use the IM's adjusted gross income and untaxed income override for the parent in the calculation.

Use Profile Assumptions

Select to enable the system to perform calculations using assumptions made by the system. For example, if the father reports income of 50,000.00 USD, and the mother reports income of 50,000.00 USD, and the adjusted gross income is left blank, the system assumes the total income to be 100,000.00 USD. The calculation then uses an assumed adjusted gross income of 100,000.00 USD.

Standard Table

If blank

NA

Then this percentage is used.

NA 

NA 

Standard Table

If not blank

Is less than Global Year in School

Then this percentage is used.

NA 

NA 

Standard Table

If not blank

Is greater than or equal to Global Year in School

NA 

NA

Then this percentage is used.

Optional Table

If blank

NA

NA 

Then this percentage is used.

NA 

Optional Table

If not blank

Is less than Global Year in School

NA 

Then this percentage is used.

NA 

Optional Table

If not blank

Is greater than or equal to Global Year in School

NA 

NA 

Then this percentage is used.

Use Projected Year Income

Select to calculate an estimated annual income if it differs from a previously reported income due to the loss of a job or other circumstance.

Use FM Tx (use federal methodology tax)

Select to use the federal methodology's state and local income tax computation table in the calculation. When this check box is selected in conjunction with the Ind Use Par St Tax Alwnc check box, Use FM Tx takes priority for independent students.

Calc PC For Independent (calculate parental contribution for independent)

Select to use the parents' information in the calculation for an independent student.

Add Non Cust PC to PC (add noncustodial parent contribution to parent contribution)

Select to combine the noncustodial parent's contribution to the parent contribution, which results in a higher EFC. You can use this in the case of divorce or separation.

Add Hope/LTL (add Hope/Lifetime Learning Credit)

Select to let the system determine whether to add this value to taxes, based on federal tax allowance against income and tax filing status, as shown in the following table. The column headings represent the value of the Fed Tax Allwnc Against Income field from the IM Tax/Assess Parameters page.

CSS Rules

Calc Tax

Rptd Tax — CR

Rptd Tax

Tax Filing Status:

NA 

NA

NA

NA 

Completed Return 1040A/EZ

Add Hope to taxes.

Do not add Hope, calculate taxes.

Add Hope to taxes.

Add Hope to taxes.

Completed Return 1040

Add Hope to taxes.

Do not add Hope, calculate taxes.

Add Hope to taxes.

Add Hope to taxes.

Estimated Return 1040A/EZ

Do not add Hope, calculate taxes.

Do not add Hope, calculate taxes.

Do not add Hope, calculate taxes.

Add Hope to taxes.

Estimated Return 1040

Do not add Hope, calculate taxes.

Do not add Hope, calculate taxes.

Do not add Hope, calculate taxes.

Add Hope to taxes.

CSS Rules

Calc Tax

Rptd Tax - CR

Rptd Tax

Tax Filing Status:

Completed Return 1040A/EZ

Add Hope to taxes.

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes.

Add Hope to taxes.

Completed Return 1040

Add Hope to taxes.

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes.

Add Hope to taxes.

Estimated Return 1040A/EZ

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes.

Estimated Return 1040

Add Hope to taxes only if reported is lower than calculated

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes only if reported is lower than calculated.

Add Hope to taxes.

IM < FM (institutional methodology is less than federal methodology)

Select to allow the calculated IM EFC to be below the calculated FM.

Ind Use Par St Tax Alwnc (independent use parent state tax allowance)

Select if the student is independent but you want to use the parent’s state tax allowance table in the calculation. When this check box is selected in conjunction with the Use FM Tx check box, Use FM Tx takes priority for independent students.

Cap Home Equity

Allows you to cap calculated equity at a value no greater than two times the computed income.

Use Projected Year Income

Select to calculate an estimated annual income, if it differs from a previously reported income due to the loss of a job or other circumstance.

Use FM Tx (use federal methodology tax)

Select to use the FM's state and local income tax computation table in the calculation.

Allow Parent Other Loss

Select to allow losses taken on a parent's income tax. This results in a lower EFC.

Allow Parent Bus/Farm Loss

Select to allow losses taken on a parent's income tax, such as depreciation in a business. This results in a lower EFC.

Add Hope/LTL (add Hope/Lifetime Learning Credit)

Select to have the system determine whether to add this value to taxes based on federal tax allowance against income and tax filing status, as shown in the previous table. The column headings in the table represent the value of the Fed Tax Allwnc Against Income field from the IM Tax/Assess Parameters page.

Disallow Low Inc Asset Alwnc (disallow low income asset allowance)

Select to calculate without using the low income asset allowance.

Use Rpt PC (use reported parent contribution)

Select to enforce the amount that the parents volunteered to contribute, if that amount is higher than the amount calculated by the system.

Cap Home Equity

Allows you to cap calculated equity at a value no greater than two times the computed income.

IM < FM

Select to allow the calculated IM EFC to be below the calculated FM when an ISIR record is present.

Exclude Tuition/Fee Deduction

This options provides you with the means to exclude from parental income, tuition and fee deductions reported by the parents of dependent students. Select to allow tuition and fee deductions to offset total income. Clear to allow tuition and fee deductions to be counted as untaxed income.

Use Default Min SC Amounts (use default minimum student contribution amounts)

Select from these values:

Yes: Use the defaults.

No: Make manual changes to the minimum student contribution amounts.

Asset Options

Select asset options. Values are:

No Asset Projection (no projection): INAS does not impute the asset options.

Combined Projection (combined projection): INAS combines Cash/Int (cash and interest) and Inv/Dvd (investment and dividends) values in the calculations. The entire amount is reported against the cash value.

Individual Projection (individual projection): INAS calculates Cash/Int and Inv/Dvd values individually, because Cash/Int and Inv/Dvd can have a different yield and tolerance.

You can compare income with reported cash, savings, checking, and investments to identify cases where the asset value appears to be underreported. Specify both an expected rate of return (yield) and a tolerance level for both Cash/Int and Inv/Dvd. Based on the interest reported, you can impute a value of the parents' or student's cash savings, using the specified yield. This helps you to determine whether the reported savings are underreported. You can also impute a value for the parents' or student's investments and dividends.

Limit and Tolerance

Enter the limit and tolerance values for Cash/Int.

You can set a limit for cash and interest. For example, you can enter a value of 10,000.00 USD. You can set the system up to assess the first 10,000.00 USD (Limit) at 3.8% (Yield% 1) and any portion greater than 10,000.00 USD at 5.6% (Yield% 2). Based on the reported interest from the tax return, if the value is less than 10,000.00 USD, the system uses the percentage that appears in Yield% 1 in calculation. The system uses the percentage in Yield% 2 in calculation for the amount above 10,000.00 USD. If the tolerance is set to 500.00 USD, and the imputed value when compared to the reported value is within the specified tolerance, you can decide to use the reported value. INAS uses the reported income and the expected rate of return to project the asset value required to produce that income. If the projected value is greater than the reported asset value by more than the tolerance level, the projected value is substituted for the reported asset value.

Inv/Dvd (investment and dividend)

Set up the appropriate limit and tolerance to compare the reported value to the imputed value, as described previously.

Home Option

Select the home option for student and parents. Values are:

01 – Use Reported: INAS uses the value of the home reported on the application, to calculate equity.

02 – Use Projected: The system calculates the value of the home based on the purchase price of the home and the date on which it was purchased, using the Federal Housing Multiplier table.

03 − Use Projected if Significant Difference: The system uses the value set for home tolerance to determine whether reported or projected home values will be used to determine home equity.

04 − Use Highest: INAS compares the calculated and reported home value. The system uses the higher of the two values to determine equity.

05 – Use Alt Homecompares projected value to capped value and uses lower.

Home Tolerance

Enter a home tolerance value. INAS uses the reported value of the home, unless it exceeds the tolerance when the difference is compared to the calculated home value. If it exceeds the tolerance, the value is adjusted accordingly.

Home Cap

Enter a multiplier, if you do not want the reported value or the computed value to exceed a certain multiple of the family's income. The system multiplies this value with the AGI to adjust the value of the home.

Asset % Dep (asset percentage dependent)

Enter a value to use as an allowance against assets.

Asset % Ind No Dep-Married (asset percentage independent no dependents married)

Enter a value to use as an allowance against assets.

Asset % Ind No Dep-Single (asset percentage independent no dependents single)

Enter a value to use as an allowance against assets.

Asset % Parent (asset percentage parent)

Enter a value to use as an allowance against assets. Leave this field and the Asset % Ind W/Dep field blank to invoke standard IM rules.

Asset % Ind W/Dep (asset percentage independent with dependents)

Enter a value to use as an allowance against assets. Leave this field and the Asset % Parent field blank to invoke standard IM rules.

MINIMUM PC BASED ON INCOME RANGE (minimum parental contribution based on income range)

Enter the values set by your institution's policy.

% of Total Budget for 1/2 time (percentage of total budget for half-time)

Enter a percentage of the total budget that you want to use for a student attending an institution half-time.

Note. The value 1.00 is equal to 100 percent.

Limit PC (limit parental contribution)

Select a parental contribution limit. Values are:

% Tot Bdgt (percentage of total budget): Select to have the parental contribution limited to the percentage (calculated as follows: budget total for other children divided by budget total for all children) that their total budget compared to the total budget including the applicant.

Lowest: Compare the parental contribution limits set by % Tot Bdgt and Sum Bdgt, and set the limit to the higher value.

No: Indicate that no parental contribution limit is set.

Sum Bdgt (sum budget): Limit the parental contribution to the sum of the budgets for all other children in the family.

Enter the values that your institution set for each type of institution.

INAS FM Assumption Codes

INAS_FM_ASMPTN

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS Assumption Codes, INAS FM Assumption Codes

Review assumption codes regarding federal application information. INAS FM assumption codes are based on CPS (central processing system) and delivered with the Financial Aid system.

INAS IM Assumption Codes

INAS_IM_ASMPTN

Set Up SACR, Product Related, Financial Aid, Application Processing, INAS Assumption Codes, INAS IM Assumption Codes

Review dependency assumption codes regarding institutional application information. INAS IM assumption codes that are delivered with the Financial Aid system.

Code

Displays the FM code defined by INAS

Long Description

Displays the corresponding FM assumption description for each code defined by INAS.

Code

Displays the IM code defined by INAS.

Long Description

Displays the corresponding IM assumption description defined by INAS.

Profile/Need Access Run Controls

RUNCTL_CPS

Financial Aid, File Management, PROFILE - Need Access Controls

Define run controls for Profile and Need Access processes.

FANAIN07

Updateable

Hidden

FANASR07

Hidden

Updateable

FAMVNA07

Hidden

Hidden

FAPFIN07

Updateable

Hidden

FAPFSR07

Hidden

Updateable

FAMVPF07

Hidden

Hidden

Update Switch

Select No to run the process in simulation. When you select No, the process does not update any records or tables. You can then view the log file to see potential issues or the information that would have been updated. Select Yes to run the process and update the records or tables.

Count of Records

Displays the number of records generated from the export process.

Input/Output file

Enter the path to the location of the file.

Add Action

Select Add to Database (Replace) or Add (Do NOT Replace) from the options.

Need Access Data Load Parameters

INST_NA_LOAD_CNTRL

Set Up SACR, Product Related, Financial Aid, File Management, Need Access Load Parameters

Set up the Need Access parameters for your institution. The PeopleSoft Enterprise Campus Solutions system supports the loading of Need Access applications only. The ability to utilize INAS or Need Access formula calculations does not currently exist.

Profile Data Load Parameters

INST_LOAD_CNTRL

Set Up SACR, Product Related, Financial Aid, File Management, PROFILE Load Parameters

Set up the Profile application parameters for your institution. PeopleSoft Enterprise Campus Solutions supports the College Board CSS PROFILE application.

Update Name Data

Select to enable Need Access name data to update Campus Community data.

Update Bio/Demo Data (update biographical and demographic data)

Select to enable Need Access biographical and demographic data to update Campus Community data.

Discard Incoming Address

Select if you do not want to update Campus Community address information.

Add if blank - Do not update

Select to have the system add the address from the file and assign the address type that appears in the Address Type field.

For example, if PERM appears in the Address Type field, the system identifies and adds the address as a permanent address type. The system always updates Campus Community address information with the address that appears in the Address Type field, when you select the Always Update option.

Student Status Add Level

Select a student status add level to define the students for whom you want to process Need Access data. This is where you view the numeric hierarchy affect admit levels. Values are:

0 – Load Everyone

1– Recruits or higher

2 – Inactive Admits or higher

3 – Applicants or higher

4 – Active Admits or higher

5 – Accepted/Continuing only

Student Status Suspend Level

Select a level to define the Need Access records that you want to retain in the Need Access Suspense table. You can select these students again in future data loads. Values are:

0 – Anyone not loaded

1 – Recruits or higher

2 – Inactive Admits or higher

3 – Applicants or higher

4 – A ctive Admits or higher

5 – Accepted/Continuing only

Search Parameter

A search parameter is a set of one or more search rules that you order sequentially with the lowest (or first) search order level as the most restrictive, and the highest (or last) search order level as the least restrictive. Select from user-defined values.

Max Search Match Level (maximum search match level)

Select a maximum search match level, which determines how restrictive the matching process should be. The values in this field work with the value selected in the Search Parameter field. Select from Name Only, Name,Addr,City,Bday,Gender, Name,Bday,Gender, Name,Gender, and SSN Only.

Effective Date

Enter an effective date for this aid year.

Status

Enter a status for this aid year.

Update Name Data

Select to enable PROFILE name data to update Campus Community data.

Update Bio/Demo Data (update biographical and demographic data)

Select to enable PROFILE biographical and demographic data to update Campus Community data.

Discard Incoming Address

Select if you do not want to update Campus Community address information.

Add if blank - Do not update

Select to have the system add the address from the file and assign the address type that appears in the Address Type field.

For example, if PERM appears in the Address Type field, the system identifies and adds the address as a permanent address type. Campus Community address information is always updated with the address that appears in the Address Type field, when you select the Always Update option.

Student Status Add Level

Select an add level to define the students for whom you want to process Need Access data. This is where you see the numeric hierarchy affect admit levels. Values are:

0 – Load Everyone

1 – Recruits or higher

2 – Inactive Admits or higher

3 – Applicants or higher

4 – Active Admits or higher

5 – Accepted/Continuing only

Student Status Suspend Level

Select a level to define the Need Access records to retain in the Need Access Suspense table. You can select these students again in future data loads. Values are:

0 – Anyone not loaded

1 – Recruits or higher

2 – Inactive Admits or higher

3 – Applicants or higher

4 – Active Admits or higher

5 – Accepted/Continuing only

Search Parameter

A search parameter is a set of one or more search rules that you order sequentially with the lowest (or first) search order level as the most restrictive, and the highest (or last) search order level as the least restrictive. A search parameter must be created even if it contains only one search rule. The delivered Campus Solutions search Parameter is called PSCS_TRADTIONAL.

Max Search Match Level

Select a maximum search match level, which determines how restrictive the matching process should be. The values in this field are dependent on the value selected in the Search Parameter field. The system searches on the match level that you select, plus the more restrictive matches that come before it. For example, if you select a match of 20 (SSN Only in PSCS_TRADTIONAL), the search process first uses the more restrictive match of 10—or any match number less than 20—that you set up in the system.

10

Name, Adddr, City, Bday, Gender, SSN

20

SSN Only

30

Name, Bday, Gender

40

Name, Gender

50

name Only

Use EFC Override Values

For aid years beginning with 2004, select to enable the Load Program and the Suspense/Move Program to evaluate the activation of the Use EFC Override Value check box on the INAS Institutional Extension pages and load those values into the Contribution for Student row of the Computation Data page. The override values are identified with an O on the Computation Data page.