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Timestamp: 2018-06-25 14:44:55
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Matched Legal Cases: ['art 381', 'art 394', 'art 440', 'art 555', 'art 572', 'art 675', 'art 686', 'art 708', 'art 729', 'art 785', 'art 818', 'art 884', 'art 1195', 'art 1509', 'art 1677', 'art 1693', 'art 1706', 'art 1737', 'art 1798', 'art 1799', 'art 1805', 'art 1855', 'art 1974', 'art 2157', 'art 2227', 'art 2301', 'art 2377', 'art 2440', 'art 2515', 'art 2590', 'art 2662', 'art 2725', 'art 2794', 'art 2869', 'art 2941']

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SPECIFICATIONS FOR SOFTWARE DEVELOPERS ACADEMIC YEAR 2007-2008
VERSION 1.0 August 15, 2006
Summary of Updates Revision Date 08/15/2006 08/25/2006 Changes Draft specifications issued. Summary of System Changes - Notes regarding IPA and Asset Conversion Rate changes added to page 2 of Summary of System Changes. EFC Formulas - Formula 1, Step 10a; Formula 2, Step 2a: Formula 4, Step 7; Formula 5, Step 2a State and Other Tax Allowance – Percentage in last row of table corrected from 2% to 3%. 1/10/07 Final specifications issued. No changes made except to include final ISIR Record Description in Appendix.
2007-2008 Developers Specifications Introduction – Page 1
The processing edits included in this specification package have been developed using a priority processing logic. Some steps in the process are contingent upon or use data from previous steps. It is therefore necessary that the processing edits be performed in the sequence in which they are presented in these specifications. That sequence is as follows: 1. 2. 3. 4. 5. 6. 7. 8. Valid Field Definitions (11 pages) Model Determination (5 pages) Complete Assumptions (13 pages) Simplified Needs Test (5 pages) Complete Reject Edits (13 pages) Determination of Formula Type (4 pages) Expected Family Contribution Formula Calculation (43 pages) Alternate EFC Calculations (6 pages)
All edits or formula steps that are additions or revisions to the prior year's specifications have been marked with an exclamation mark (!) next to the edit number, step, or field. All values that are variables, and subject to change during the year, are marked with an @. Unless otherwise specified, all calculations should be carried to 3 decimal places and then rounded to the nearest whole number (upward from .500 and downward from .499). For example, 4.500 would be rounded to 5; 4.499 would be rounded to 4; -4.500 would be rounded to -5. Do not process applications dated prior to 1/1/2007. The Department of Education will provide a test file for use by each servicer in self-testing of their system. Expected results will be included on the file for 100% of the test cases. The Department is not testing or certifying systems for 2007-2008 and therefore will not accept test results for review. The test data will be provided in Social Security Number (SSN) order and in the 2007-2008 Institutional Student Information Record (ISIR) format. The ISIR record layout is included in the Appendix following the specifications. If you have questions related to the specifications package or the test data, please contact Teri Hunt, ORC Macro International, at Teri.Hunt@orcmacro.com or at (301) 572-0263.
2007-2008 Developers Specifications Summary of System Changes – Page 1
For the 2007-2008 cycle, there are several significant changes to the specifications. All changes to edits, text or formula steps are marked with an exclamation mark (!). All tables in the formulas have been updated to account for inflation. The following is a general summary of the substantive changes that have been made to each section of the specifications.
Valid Field Definitions • • The following data elements were deleted: - Interested in Student Loans - Interested in Work Study The following data elements were added: - Type of Aid Interested in Receiving - Active Military Duty - Student/Parent SSI - Student/Parent Food Stamps - Student/Parent Free/Reduced Price Lunch - Student/Parent TANF - Student/Parent WIC Fields were reordered and renumbered to match the FAFSA. Date Fields incremented.
Model Determination • • Dates have been updated in the applicable edits. Active Duty Military question added to independent edit (1014).
Simplified Needs Test • Edits added to use new means-tested federal benefit questions (3001, 3005, 3009, 3013, 3017). Subsequent edits renumbered.
Complete Reject Edits • Dates incremented in rejects A and B.
2007-2008 Developers Specifications Summary of System Changes – Page 2 Formula Calculations • • • • • •
Version 1.0 08/25/2006
STX rate revised for AR, MO, and OR for parents of dependent students and independent students with dependents. STX rate revised for CA, IN, HI, ME, and UT for dependent students and independent students without dependents. SST, IPA, EA, ANW, APA, and AAI rates and tables updated. IPA table for independents with dependents is no longer the same as the table for parents of dependent students. Asset conversion rate updated for independent and dependent students but not for parents of dependent students. Alternate EFC adjustment updated.
2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS
Version 1.0 08/15/2006 EDIT PROCEDURES
Blank or valid alpha postal code. For specific State codes, see list that follows these edits. All blank or all numeric; 00000-99999. All numeric (except all zeroes). 001-01-0001 - 999-99-9999 All blank or all numeric in CCYYMMDD format where MM = 01-12, DD = 01-31, CC = 19, YY = 00-99. All blank or all numeric; 0000000000-9999999999 All blank or valid characters: Alpha/numeric (A-Z) (0-9)
_________________________________________________________________________________________________________________________________________________________________ - (dash), or * (asterisk) 12 Student's Driver's License State 2 Blank or valid alpha postal code. For specific State codes, see list that follows these edits. 0-9, Uppercase A to Z, Lowercase a to z, Space, Period, Apostrophe, Dash, Number Sign, At Sign, Percent, Ampersand, Slash, Comma, Underscore, Blank Blank, 1, 2, or 3. 1 = U. S. Citizen 2 = Eligible non-citizen 3 = Neither 1 or 2 Blank or 000000001 - 999999999. Set multiple responses to blank. If blank, numeric, invalid, or illegible, set to blank.
Blank, 1, 2 or 3. 1 = (unmarried (single, divorced,widowed)) 2 = (married/remarried) 3 = (separated) 190001-200812 All blank or all numeric in CCYYMM format where MM = 01-12, CC = 19-20, YY = 00-99. Blank or valid two letter postal code. See attached list. Blank, 1 or 2. 1 = Yes 2 = No 190001-200812 All blank or all numeric in CCYYMM format where MM = 01-12, CC = 19-20, YY = 00-99. Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2.
18 Student's State of Legal Residence 19 Student Legal Resident Before 1/1/02
_________________________________________________________________________________________________________________________________________________________________ 1 = Yes 2 = No Blank, 1-9. For specific codes see list that follows these edits. Blank, 0, 1, 2, 3, 4, 5, 6 or 7. 0 = 1st, never attended 1 = 1st, attended before 2 = 2nd year/sophomore 3 = 3rd year/junior 4 = 4th year/senior 5 = 5th year or more undergraduate 6 = 1st year graduate/professional 7 = continuing graduate/professional Blank, 1-5. 1 = Full time 2 = ¾ time 3 = ½ time 4 = Less than ½ time 5 = Don’t Know Blank, 1, 2, 3, 4, or 5 1 = Work Study 2 = Loans 3 = Both Work Study and Loans 4 = Neither 5 = Don’t Know Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1, 2, 3, or 4. 1 = Middle School/Jr. High 2 = High School 3 = College or beyond 4 = Unknown Blank, 1, 2, 3, or 4.
27 High School Diploma or GED Received
_________________________________________________________________________________________________________________________________________________________________ 1 = Middle School/Jr. High 2 = High School 3 = College or beyond 4 = Unknown 31 Drug Conviction Affecting Eligibility 1 Blank, 1, 2, or 3 1 = Eligible for aid 2 = Part-year Eligibility 3 = Ineligible/Don’t Know Blank, 1, 2, or 3. 1 = Already completed 2 = Will file 3 = Will not file Blank, 1, 2, 3 or 4 1 = 1040 2 = 1040A/EZ 3 = Foreign tax return 4 = Trust Territory tax return Blank, 1, 2, or 3 1 = Yes 2 = No 3 = Don’t know Blank or -999999 - 999999. Blank or 00000 – 99999. Blank or 00 - 99. Set to positive if negative is given. Set to positive if negative is given. If greater than 99, set to 99. Set multiple responses to blank.
38 Student's Income 39 Spouse's Income 40 Student's Income from Worksheet A 41 Student's Income from Worksheet B 42 Student's Income from Worksheet C 43 Student's Cash, Savings, and Checking
Blank or -999999 - 999999. Blank or -999999 - 999999. Blank or 00000 - 99999. Blank or 00000 - 99999. Blank or 00000 - 99999. Blank or 000000 - 999999. Set to positive if negative is given. Set to positive if negative is given. Set to positive if negative is given. Set to positive if negative is given.
44 Student's Real Estate/Investment Net Worth 45 Student's Business/Farm Net Worth 46 Veteran's Benefits Months 47 Veteran's Benefits Amount 48 Born Before 1/1/84
Blank or 000000 - 999999. Blank or 00 - 12. Blank or 0000 - 9999. Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1, 2, 3 or 4 1 = (married/remarried)
_________________________________________________________________________________________________________________________________________________________________ 2 = (single) 3 = (separated/divorced) 4 = (widowed) ! 57 Parents' Marital Status Date 6 190001-200812 All blank or all numeric in CCYYMM format where MM = 01-12, CC = 19-20, YY = 00-99. Blank or all numeric 000-00-0000 - 999-99-9999 Blank or Valid characters for name: Alpha/numeric (A-Z) (0-9) . (period) ' (apostrophe) - (dash) Blank or Alpha (A-Z). 19000101-19991231 All blank or all numeric in CCYYMMDD format where MM = 01-12, DD = 01-31, CC = 19, YY = 00-99. Blank or all numeric 000-00-0000 - 999-99-9999 Blank or Valid characters for name: Alpha/numeric (A-Z) (0-9) . (period) ' (apostrophe) - (dash) Blank or Alpha (A-Z). 19000101-19991231 All blank or all numeric in CCYYMMDD format where MM = 01-12, DD = 01-31, CC = 19, YY = 00-99. Blank or 00 - 99. Set DOB to blank if month, day, century or year is blank, illegible, or invalid. If non-blank, first position must be A through Z. Correct by left justifying last name if present. Set DOB to blank if month, day, century or year is blank, illegible, or invalid. If non-blank, first position must be A through Z. Correct by left justifying last name if present. Set to blank if month, century or year is blank, illegible, or invalid.
62 Mother’s SSN
Set to positive if negative is given. If greater than 99, set to 99. Set to positive if negative is given. If greater than 9, set to 9.
_________________________________________________________________________________________________________________________________________________________________ 68 Parents' State of Legal Residence 2 Blank or valid two letter postal code. For specific State codes, see list that follows these edits. Blank, 1 or 2. 190001-200812 All blank or all numeric in CCYYMM format where MM = 01-12, CC= 19-20, YY = 00-99. Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1, 2 or 3. 1 = Already completed 2 = Will file 3 = Will not file Blank, 1, 2, 3 or 4 1 = 1040 2 = 1040A/EZ 3 = Foreign tax return 4 = Trust Territory tax return Blank, 1, 2, or 3 1 = Yes 2 = No 3 = Don’t know Determine from application.
69 Parents Legal Residents Before 1/1/02 ! 70 Parents' Legal Residence Date
79 Parents' AGI 80 Parents' Taxes Paid 81 Parents' Exemptions
Blank or -999999 - 999999. Blank or 000000 - 999999. Blank or 00 - 99. Set to positive if negative is given. Set to positive if negative is given. If greater than 99, set to 99.
Blank or -999999 - 999999. Blank or -999999 - 999999. Blank or 00000 - 99999. Blank or 00000 - 99999. Blank or 00000 - 99999. Blank or 000000 - 999999. Blank or 000000 - 999999. Blank or 000000 - 999999. Blank or 01 - 99. Set to positive if negative is given. Set to positive if negative is given. Set to positive if negative is given. Set to positive if negative is given. Set to positive if negative is given. Set to positive if negative is given. Set to positive if negative is given. If greater than 99, set to 99. Set to positive if negative is given. If greater than 9, set to 9. Set multiple responses to blank.
Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes 2 = No Blank, 1 or 2. 1 = Yes
_________________________________________________________________________________________________________________________________________________________________ 2 = No ! 96 Student’s WIC Benefits 1 Blank, 1 or 2. 1 = Yes 2 = No Blank or 000000-099999. st 0, B, E, and G valid for 1 position. Set multiple responses to blank.
20070101-20081231 Blank or all numeric in CCYYMMDD format, where MM = 01-12, DD = 01-31, CC = 20, YY = 07-08. Blank, A, P or B. A = Signed by Applicant P = Signed by Parent B = Signed by Applicant and Parent
STATE CODES ALABAMA ALASKA ALBERTA AMERICAN SAMOA ARIZONA ARKANSAS BRITISH COLUMBIA CALIFORNIA CANADA COLORADO CONNECTICUT DELAWARE DISTRICT OF COLUMBIA FEDERATED STATES OF MICRONESIA FLORIDA FOREIGN COUNTRY GEORGIA GUAM HAWAII IDAHO ILLINOIS INDIANA IOWA KANSAS KENTUCKY LOUISIANA MAINE MANITOBA MARSHALL ISLAND MARYLAND MASSACHUSETTS MEXICO MICHIGAN * MILITARY LOCATIONS: AL AK AB AS AZ AR BC CA CN CO CT DE DC FM FL FC GA GU HI ID IL IN IA KS KY LA ME MB MH MD MA MX MI AA AE AP MN MS MO MT NE
NEVADA NEW BRUNSWICK NEWFOUNDLAND NEW HAMPSHIRE NEW JERSEY NEWFOUNDLAND/LABRADOR NEW MEXICO NUNAVUT NEW YORK NORTH CAROLINA NORTH DAKOTA NORTHERN MARIANAS NORTHWEST TERRITORIES NOVA SCOTIA OHIO OKLAHOMA ONTARIO OREGON PENNSYLVANIA PRINCE EDWARD ISLAND PUERTO RICO QUEBEC REPUBLIC OF PALAU RHODE ISLAND SASKATCHEWAN SOUTH CAROLINA SOUTH DAKOTA TENNESSEE TEXAS UTAH VERMONT VIRGIN ISLANDS VIRGINIA WASHINGTON WEST VIRGINIA WISCONSIN WYOMING YUKON
NV NB NF NH NJ NL NM NU NY NC ND MP NT NS OH OK ON OR PA PE PR PQ, QC PW RI SK SC SD TN TX UT VT VI VA WA WV WI WY YT
2007-2008 Developers Specifications Model Determination – Page 1 MODEL DETERMINATION
2007-2008 Developers Specifications Model Determination – Page 2 EDIT 1001 Condition: !
Born Before 1/1/84 is blank or "No", and Date of Birth is not blank or invalid and is less than 1/1/84 Assume "Yes" for Born Before 1/1/84.
! Born Before 1/1/84 is blank or "Yes" and Date of Birth is not blank or invalid and is greater than 12/31/83. Assume "No" for Born Before 1/1/84.
EDIT 1003 Condition: Procedure: Born Before 1/1/84 is blank, and Date of Birth is blank or invalid. Assume "No" for Born Before 1/1/84.
2007-2008 Developers Specifications Model Determination – Page 3 EDIT 1006 Condition:
EDIT 1007 Condition: Is Student Married is blank, Student's Marital Status is blank, Student's Number of Family Members is 02, Do You Have Children is “No”, and Legal Dependents Other Than Children/Spouse is "No." Assume Yes for Is Student Married.
EDIT 1008 Condition: Is Student Married is blank or "Yes," Student's Marital Status is blank, Student's Family Members is 02, and (Do You Have Children is “Yes”) or (Legal Dependents Other Than Children/Spouse is "Yes”). Assume No for Is Student Married.
EDIT 1009 Condition: Is Student Married is blank or "No," Student's Marital Status is blank, Student's Family Members is 02, Do You Have Children is blank, Legal Dependents Other Than Children/Spouse is blank, and Spouse's Income is non-blank and non-zero. Assume Yes for Is Student Married.
2007-2008 Developers Specifications Model Determination – Page 4 EDIT 1010 Condition:
Is Student Married is blank or "Yes," Student's Marital Status is blank, Student's Family Members is 02, Do You Have Children is blank, Legal Dependents Other Than Children/Spouse is blank, and Spouse's Income is blank or zero. Assume No for Is Student Married.
EDIT 1013 Condition: (Do You Have Children is “Yes”) or (Legal Dependents Other Than Children/Spouse is "Yes") and Student's Number Family Members is blank or 1. Assume No for Do You Have Children and/or Legal Dependents Other Than Children/Spouse, whichever field was reported as “Yes”.
2007-2008 Developers Specifications Model Determination – Page 5 EDIT 1014 Condition: !
Any one of Born Before 1/1/84, Graduate or Professional Student, Is Student Married, Orphan or Ward, Do You Have Children, Legal Dependents Other Than Children/Spouse, Active Military Duty, or Veteran Status is "Yes". Set application model to Independent.
EDIT 1015 Condition: Procedure: For records not meeting the above edit. Set application model to Dependent.
EDIT 1016 Condition: Procedure: Application model is Dependent and Dependency Override code is set to 1. Set application model to Independent.
2007-2008 Developers Specifications Complete Assumptions - Page 1
2007-2008 Developers Specifications Complete Assumptions - Page 2 EDIT 2005 Condition: Procedure: Parents' Number in College is blank. Assume Parents' Number in College is 1.
2007-2008 Developers Specifications Complete Assumptions - Page 3 EDIT 2010 Condition:
2007-2008 Developers Specifications Complete Assumptions - Page 4 EDIT 2015 Condition:
EDIT 2016 Condition: Parents' AGI is positive or negative, Parents' Tax Return Status is blank, and Parents’ Type of Tax Return is blank. Assume parents' tax filing status is tax filer.
EDIT 2018 Condition: Parents' AGI is blank or zero, Parents' Tax Return Status is blank, and Parents’ Type of Tax Return is blank. Assume parents' tax filing status is non-tax filer.
2007-2008 Developers Specifications Complete Assumptions - Page 5 EDIT 2020 Condition:
EDIT 2022 Condition: Procedure: Father's Income is negative and parents' tax filing status is non-tax filer. Assume same positive value for Father's Income.
EDIT 2023 Condition: Procedure: Mother's Income is negative and parents' tax filing status is non-tax filer. Assume same positive value for Mother's Income.
2007-2008 Developers Specifications Complete Assumptions - Page 6 EDIT 2025 Condition:
2007-2008 Developers Specifications Complete Assumptions - Page 7 EDIT 2030 Condition:
2007-2008 Developers Specifications Complete Assumptions - Page 8 EDIT 2035 Condition:
2007-2008 Developers Specifications Complete Assumptions - Page 9 EDIT 2040 Condition:
2007-2008 Developers Specifications Complete Assumptions - Page 10 EDIT 2045 Condition:
2007-2008 Developers Specifications Complete Assumptions - Page 11 EDIT 2050 Condition:
Student's AGI is positive or negative, Student's Tax Return Status is blank, and Student’s Type of Tax Return is blank. Assume student's tax filing status is tax filer.
EDIT 2052 Condition: Student's AGI is blank or zero, Student's Tax Return Status is blank, and Student’s Type of Tax Return is blank. Assume student's tax filing status is non-tax filer.
2007-2008 Developers Specifications Complete Assumptions - Page 12 EDIT 2055 Condition:
2007-2008 Developers Specifications Complete Assumptions - Page 13 EDIT 2060 Condition:
Independent, Student’s Income from Worksheet C re-entered as equal to or greater than the sum of total income. Make no assumption for Student’s Income from Worksheet C.
EDIT 2061 Condition: Dependent, Student's Income from Worksheet C is greater than zero, and equal to or greater than the sum* of: (Student's AGI plus Student's Income from Worksheet A plus Student’s Income from Worksheet B if Student's Tax Filing Status is tax filer) or (Student's Income plus Student's Income from Worksheet A plus Student’s Income from Worksheet B if Student's Tax Filing Status is non-tax filer) * use zero, if any value in the calculation is negative or blank. Assume zero for Student's Income from Worksheet C.
EDIT 2062 Condition: Dependent, Student’s Income from Worksheet C re-entered as equal to or greater than the sum of total income. Make no assumption for Student’s Income from Worksheet C.
2007-2008 Developers Specifications Simplified Needs Test - Page 1 SIMPLIFIED NEEDS TEST
Perform the appropriate simplified needs analysis calculation if one of the following conditions is met. Place the results of the calculations in the primary EFC field. Also perform the full data calculation if supplemental data that matches the model is provided and place the results in the secondary EFC field. If a value has been assumed for a data field, then the assumed value should be used for the edits that use that data field, unless otherwise stated in the edit. If an income field is blank, use zero for the calculations in these edits. DEPENDENT MODEL If the Parents' AGI, Father's Income, Mother's Income, Parents' Income from Worksheet A, and Parents' Income from Worksheet B are all blank, do not perform simplified needs test. EDIT 3001 Condition: ! One of parents’ SSI, Food Stamps, Free/Reduced Price Lunch, TANF, or WIC is Yes, and (parents’ reported AGI is non-blank, and assumed AGI (or reported AGI if no assumption has been made) is less than $50,000@) or (parents’ reported AGI is blank and father’s income plus mother’s income is less than $50,000@). Set simplified needs.
EDIT 3002 Condition: Parents’ type of tax return is 1040A/EZ or Trust Territory (2 or 4), parents’ reported AGI is non-blank, and assumed AGI (or reported AGI if no assumption has been made) is less than $50,000@. Set simplified needs.
EDIT 3003 Condition: Parents’ tax return status is will not file, parents’ type of tax return is blank, and father’s income plus mother’s income is less than $50,000@. Set simplified needs.
2007-2008 Developers Specifications Simplified Needs Test - Page 2 EDIT 3004 Condition:
Parents eligible for 1040A is Yes, parents’ reported AGI is non-blank, and assumed AGI (or reported AGI if no assumption has been made) is less than $50,000@. Set simplified needs.
EDIT 3005 Condition:
! One of parents’ SSI, Food Stamps, Free/Reduced Price Lunch, TANF, or WIC is Yes, and (parents’ reported AGI is non-blank, and assumed AGI (or reported AGI if no assumption has been made) is $20,000@ or less) or (parents’ reported AGI is blank and father’s income plus mother’s income is $20,000@ or less). Set Automatic Zero EFC flag.
EDIT 3006 Condition: Parents’ type of tax return is 1040A/EZ or Trust Territory (2 or 4), parents’ reported AGI is non-blank, and assumed AGI (or reported AGI if no assumption has been made) is $20,000@ or less. Set Automatic Zero EFC flag.
EDIT 3007 Condition: Parents’ tax return status is will not file, parents’ type of tax return is blank, and father’s income plus mother’s income is $20,000@ or less. Set Automatic Zero EFC flag.
EDIT 3008 Condition: Parents eligible for 1040A is Yes, parents’ reported AGI is non-blank, and assumed AGI (or reported AGI if no assumption has been made) is $20,000@ or less. Set Automatic Zero EFC flag.
2007-2008 Developers Specifications Simplified Needs Test - Page 3 INDEPENDENT MODEL
If Student's AGI, Student's Income, Spouse's Income, Student's Income from Worksheet A, and Student's Income from Worksheet B are all blank, do not perform simplified needs test. EDIT 3009 Condition: ! One of student’s SSI, Food Stamps, Free/Reduced Price Lunch, TANF, or WIC is Yes, and (student’s reported AGI is non-blank and assumed AGI (or reported AGI if no assumption has been made) is less than $50,000@) or (student’s reported AGI is blank and student’s income plus spouse’s income is less than $50,000@). Set simplified needs.
EDIT 3010 Condition: Student’s type of tax return is 1040A/EZ or Trust Territory (2 or 4) and student’s reported AGI is non-blank and assumed AGI (or reported AGI if no assumption has been made) is less than $50,000@. Set simplified needs.
EDIT 3011 Condition: Student’s tax return status is will not file, student’s type of tax return is blank, and student’s income plus spouse’s income is less than $50,000@. Set simplified needs.
EDIT 3012 Condition: Student eligible for 1040A is Yes, student’s reported AGI is non-blank and assumed AGI (or reported AGI if no assumption has been made) is less than $50,000@. Set simplified needs.
2007-2008 Developers Specifications Simplified Needs Test - Page 4 EDIT 3013 Condition: !
Student’s marital status is married, student’s number of family members is greater than 2, one of student’s SSI, Food Stamps, Free/Reduced Price Lunch, TANF, or WIC is Yes, and (student’s reported AGI is non-blank and assumed AGI (or reported AGI if no assumption has been made) is $20,000@ or less) or (student’s reported AGI is blank and student’s income plus spouse’s income is $20,000@ or less). Set Automatic Zero EFC flag.
EDIT 3014 Condition: Student’s marital status is married, student’s number of family members is greater than 2, student’s type of tax return is 1040A/EZ or Trust Territory (2 or 4), and student’s reported AGI is non-blank and assumed AGI (or reported AGI if no assumption has been made) is $20,000@ or less. Set Automatic Zero EFC flag.
EDIT 3015 Condition: Student’s marital status is married, student’s number of family members is greater than 2, student’s tax return status is will not file, student’s type of tax return is blank, and student’s income plus spouse’s income is $20,000@ or less. Set Automatic Zero EFC flag.
EDIT 3016 Condition: Student’s marital status is married, student’s number of family members is greater than 2, student eligible for 1040A is Yes, student’s reported AGI is non-blank and assumed AGI (or reported AGI if no assumption has been made) is $20,000@ or less. Set Automatic Zero EFC flag.
2007-2008 Developers Specifications Simplified Needs Test - Page 5 EDIT 3017 Condition: !
Student’s marital status is unmarried or separated, student’s number of family members is greater than 1, one of student’s SSI, Food Stamps, Free/Reduced Price Lunch, TANF, or WIC is Yes, and (student’s reported AGI is non-blank and assumed AGI (or reported AGI if no assumption has been made) is $20,000@ or less) or (student’s reported AGI is blank and student’s income plus spouse’s income is $20,000@ or less). Set Automatic Zero EFC flag.
EDIT 3018 Condition: Student’s marital status is unmarried or separated, student’s number of family members is greater than 1, student’s type of tax return is 1040A/EZ or Trust Territory (2 or 4), and student’s reported AGI is non-blank and assumed AGI (or reported AGI if no assumption has been made) is $20,000@ or less. Set Automatic Zero EFC flag.
EDIT 3019 Condition: Student’s marital status is unmarried or separated, student’s number of family members is greater than 1, student’s tax return status is will not file, student’s type of tax return is blank, and student’s income is $20,000@ or less. Set Automatic Zero EFC flag.
EDIT 3020 Condition: Student’s marital status is unmarried or separated, student’s number of family members is greater than 1, student eligible for 1040A is Yes, and student’s reported AGI is non-blank and assumed AGI (or reported AGI if no assumption has been made) is $20,000@ or less. Set Automatic Zero EFC flag.
2007-2008 Developers Specifications Complete Reject Edits - Page 1 COMPLETE REJECT EDIT SPECIFICATIONS
Reject reason codes are alphabetic and numeric. The codes are listed below in priority order. When an application has been rejected for more than one reason, use the highest priority code. If a value has been assumed for a data field, then the assumed value should be used for the reject edits that use that data field unless otherwise stated in the reject edit. 2007-2008 REJECT CODES AND REASONS Code Edit 2 4001 4002 4003 4004 4005 4006 4007 4009 4010 4012 4014 4015 4016 4018 4020 4021 Reason All income questions blank
Family does not qualify for simplified needs test and didn't complete supplemental data Citizenship status blank or not eligible First and last name blank First or last name blank SSN not on SSA database SSN match but no Date of Birth match SSN match but no Name match SSN match with Date of Death Date of birth blank or invalid Date of birth year is 1900 through 1932 Independent status in question because of student's age Parents’ Taxes Paid greater than or equal to AGI Student’s Taxes Paid greater than or equal to AGI
2007-2008 Developers Specifications Complete Reject Edits - Page 2 Code Edit C 4022 4023 4026 4028 4029 4030 4032 4034 4035 4036 4037 4038 4039 4040 4041 4043 4045 4047 4049 4051 Reason
2007-2008 Developers Specifications Complete Reject Edits - Page 3 EDIT 4001 Condition:
2007-2008 Developers Specifications Complete Reject Edits - Page 4 EDIT 4005 Condition: Procedure: Citizenship is blank or not eligible. Set reject reason 17.
2007-2008 Developers Specifications Complete Reject Edits - Page 5 EDIT 4011 Condition: Procedure: Date of Birth is re-entered as same value on a correction record. Suppress reject R.
EDIT 4012 Condition: Procedure: Student SSN Match Flag equals 3. Set reject reason D.
EDIT 4013 Condition: Procedure: First and Last Name are re-entered as same value on a correction record. Suppress reject D.
EDIT 4015 Condition: Date of Birth is blank or day is out of range. Month Valid Day Range (inclusive) 01 01-31 02 01-28 (unless year is divisible by 4 when 01-29 is valid) 03 01-31 04 01-30 05 01-31 06 01-30 07 01-31 08 01-31 09 01-30 10 01-31 11 01-30 12 01-31
2007-2008 Developers Specifications Complete Reject Edits - Page 6 Procedure: Set reject reason 5.
! Date of Birth year is equal to 1900 through 1932 and Student SSN Match Flag is not equal to 4. Set reject reason A.
! Date of Birth year is re-entered as same value of 1900 through 1932 on a correction record. Suppress reject A.
! Independent, Date of Birth is 09/01/91 or greater and not out of range, answer to Orphan or Ward is "No" or blank, and Student SSN Match Flag is not equal to 4. Set reject reason B.
2007-2008 Developers Specifications Complete Reject Edits - Page 7 EDIT 4021 Condition:
2007-2008 Developers Specifications Complete Reject Edits - Page 8 EDIT 4026 Condition:
2007-2008 Developers Specifications Complete Reject Edits - Page 9 EDIT 4031 Condition:
2007-2008 Developers Specifications Complete Reject Edits - Page 10 EDIT 4036 Condition: Procedure: Dependent and parent did not sign application. Set reject reason 15.
2007-2008 Developers Specifications Complete Reject Edits - Page 11 EDIT 4042 Condition:
EDIT 4045 Condition: Dependent, Father’s SSN Match Flag is equal to 3 and Mother’s SSN Match Flag is not equal to 4. Set reject reason E.
EDIT 4046 Condition: Dependent and Father’s Last Name and First Initial are re-entered as same value on a correction record. Suppress reject E.
2007-2008 Developers Specifications Complete Reject Edits - Page 12 EDIT 4047 Condition:
EDIT 4048 Condition: Dependent and Mother’s Last Name and First Initial are re-entered as same value on a correction record. Suppress reject F.
EDIT 4049 Condition: Dependent, Father’s SSN is all zeroes, Mother’s SSN is blank or all zeroes, Parents’ Tax Return Status is filed or will file, and Type of Tax Return is not foreign. Set reject reason J.
EDIT 4050 Condition: Procedure: Dependent and Father’s SSN is re-entered as same value on a correction record. Suppress reject J.
EDIT 4051 Condition: Dependent, Mother’s SSN is all zeroes, Father’s SSN is blank or all zeroes, Parents’ Tax Return Status is filed or will file, and Type of Tax Return is not foreign. Set reject reason K.
2007-2008 Developers Specifications Complete Reject Edits - Page 13 EDIT 4052 Condition: Procedure:
2007-2008 Developers Specifications Determination of Formula Type – Page 1
2007-2008 Developers Specifications Determination of Formula Type – Page 2 Determination of EFC Formula Type Formula #1 Formula #2 Formula #3 Formula #4 Formula #5 Formula #6 Dependent Independent Without Dependents Other Than A Spouse Independent With Dependents Other Than A Spouse Simplified Dependent Simplified Independent Without Dependents Other Than A Spouse Simplified Independent With Dependents Other Than A Spouse For full application data filers: EDIT 5001 Condition: Procedure: If model is D. Use Formula #1.
2007-2008 Developers Specifications Determination of Formula Type – Page 3 EDIT 5005 Condition:
2007-2008 Developers Specifications Determination of Formula Type – Page 4 EDIT 5009 Condition:
2007-2008 Developers Specifications EFC Formulas
2007-2008 EFC Formula Specifications Guidelines for Computations
2007-2008 Developers Specifications EFC FORMULA 1 - DEPENDENT STEP 1: Total Income (TI)
2007-2008 Developers Specifications EFC FORMULA 1 - Page 2
2007-2008 State and Other Tax Allowance Total Income State SD, TN, WY AK, FL, LA, NV, ND, TX, WA AL, MS, WV AR, AZ, CO, DE, HI, IN, NH, NM, OK GA, ID, IL, IA, KS, KY, MI, MO, MT, NE, PA, SC, UT, VA ME, MA, MN, NC, OH, VT CA, CT, DC, MD, RI, WI NJ, NY, OR BLANK OR INVALID STATE, AA, AE, AP, AS, CN, FC, FM, GU, MH, MP, MX, PR, PW, VI, AB, BC, MB, NB, NF, NL, NU, NT, NS, ON, PE, PQ, QC, SK, YT 0 - 14,999 1% 2% 3% 4% 5% 6% 7% 8% 3% 15,000 or more 0% 1% 2% 3% 4% 5% 6% 7% 2%
2007-2008 Developers Specifications EFC FORMULA 1 - Page 3 ! b) Social Security Tax (SST): Calculation from table using Father's Income = Father's SST (FSST)
Calculation from table using Mother's Income = Mother's SST (MSST) SST Calculation Table Income 0 – 94,200 94,201 or greater FSST + MSST = SST SST will never be less than zero. Social Security Tax 7.65% of income 7,206.30 + 1.45% of amount over 94,200
1 $15,000 $18,680 $23,070 $27,220 $31,840
Parents' Number in College 2 3 4 $12,430 $16,130 $13,560 $20,510 $17,950 $15,390 $24,660 $22,100 $19,540 $29,280 $26,720 $24,160
$16,980 $21,600
For each additional family member add 3,590. For each additional college student subtract 2,550.
If Parents' Number in College is 5 or less, IPA = PIPA. If Parents' Number in College is 6 or more, IPA = PIPA for 5 in college - (2,550 x (Parents' Number in College 5)). NOTE: IPA will never be less than zero.
2007-2008 Developers Specifications EFC FORMULA 1 - Page 4 ! d) Employment Allowance (EA): If Parents' Marital Status is "married" and: 1)
If EA is greater than 3,200, set to 3,200. NOTE: EA will never be less than zero.
2007-2008 Developers Specifications EFC FORMULA 1 - Page 5 STEP 3: Available Income (AI) TI - ATI = AI AI may be less than zero.
Discretionary Net Worth (DNW) a) Adjusted Net Worth of Business/Farm (ANW): Calculation from table = ANW Business & Farm Net Worth Adjustment Net Worth of Business/Farm Less than 1 1 – 105,000 105,001 – 320,000 320,001 – 535,000 535,001 or more b) Net Worth (NW): ANW + Parents’ Real Estate/Investment Net Worth + Parents' Cash, Savings, and Checking = NW Adjusted Net Worth
0 40% of Net Worth of Business/Farm 42,000 plus 50% of NW over 105,000 149,500 plus 60% of NW over 320,000 278,500 plus 100% of NW over 535,000
2007-2008 Developers Specifications EFC FORMULA 1 - Page 6 Education Savings and Asset Protection Allowance Age of Older Parent as of 12/31/2007 25 or less 0 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 Allowance - Married 0 2,500 5,100 7,600 10,200 12,700 15,200 17,800 20,300 22,900 25,400 27,900 30,500 33,000 35,600 38,100 39,100 40,100 41,100 42,100 43,100 44,200 45,300 46,400 47,600 48,700 50,200 51,500 53,000 54,300 55,900 57,300 59,000 60,700 62,500 64,300
Allowance - Single 0 1,000 2,100 3,100 4,200 5,200 6,300 7,300 8,400 9,400 10,500 11,500 12,600 13,600 14,700 15,700 16,100 16,400 16,800 17,200 17,500 17,900 18,300 18,800 19,200 19,700 20,100 20,500 21,000 21,600 22,100 22,700 23,200 23,900 24,400 25,100
2007-2008 Developers Specifications EFC FORMULA 1 - Page 7 Age of Older Parent as of 12/31/2007 61 62 63 64 65 or over Allowance - Married 66,200 68,100 70,400 72,400 74,800
Allowance – Single 25,700 26,400 27,200 27,900 28,700
2007-2008 Developers Specifications EFC FORMULA 1 - Page 8 STEP 7: ! Total Parents' Contribution (TPC) Calculation from table = TPC AAI Taxation Rates Parents' AAI -3,410 or less -3,409 - 13,400 13,401 – 16,800 16,801 – 20,200 20,201 – 23,700 23,701 – 27,100 27,101 or more If TPC is less than zero, set it to zero. Parents' Contribution -750 22% of AAI 2,948 + 25% of AAI over 13,400 3,798 + 29% of AAI over 16,800 4,784 + 34% of AAI over 20,200 5,974 + 40% of AAI over 23,700 7,334 + 47% of AAI over 27,100
2007-2008 Developers Specifications EFC FORMULA 1 - Page 9 STEP 10: Student Allowances Against Total Income (SATI) ! a) State and Other Tax Allowance (STX): Appropriate rate from table = ST%
Use Student's State of Legal Residence. If Student's State of Legal Residence is blank or invalid, use Mailing State. If Mailing State is blank or invalid, use Parents' State of Legal Residence. If all three fields are blank or invalid, use rates for blank or invalid State. 2007-2008 State and Other Tax Allowance: State AK, FL, SD, TN, TX, WA, WY NV, NH, ND AL, AZ, IL, IN, LA, MS, WV AR, CO, DE, GA, HI, ID, IA, KS, ME, MI, MO, MT, NE, NM, OK, PA, SC, UT, VT, VA CA, CT, KY, MA, MN, NJ, NC, OH, RI, WI MD, NY, OR DC BLANK OR INVALID STATE, AA, AE, AP, AS, CN, FC, FM, GU, MH, MP, MX, PR, PW, VI, AB, BC, MB, NB, NF, NL, NU, NT, NS, ON, PE, PQ, QC, SK, YT 0% 1% 2% 3%
4% 5% 6% 3%
2007-2008 Developers Specifications EFC FORMULA 1 - Page 10
SST Calculation Table Income 0 – 94,200 94,201 or greater SST will never be less than zero. Social Security Tax 7.65% of income 7,206.30 + 1.45% of amount over 94,200
d) If student’s tax filing status is tax filer: Student's Taxes Paid + SST + STX + AIO + 3,000 = SATI If student's tax filing status is non-tax filer: SST + STX + AIO + 3,000 = SATI
2007-2008 Developers Specifications EFC FORMULA 1 - Page 11 STEP 12: Discretionary Net Worth of Student (SDNW)
STEP 13: ! Student Contribution From Assets (SCA) SDNW x .20 = SCA
2007-2008 Developers Specifications
Version 1.0 08/15/2006 EFC FORMULA 2 - INDEPENDENT WITHOUT DEPENDENTS OTHER THAN A SPOUSE
2007-2008 Developers Specifications EFC FORMULA 2 - Page 2 2007-2008 State and Other Tax Allowance AK, FL, SD, TN, TX, WA, WY NV, NH, ND AL, AZ, IL, IN, LA, MS, WV AR, CO, DE, GA, HI, ID, IA, KS, ME, MI, MO, MT, NE, NM, OK, PA, SC, UT, VT, VA CA, CT, KY, MA, MN, NJ, NC, OH, RI, WI MD, NY, OR DC BLANK OR INVALID STATE, AA, AE, AP, AS, CN, FC, FM, GU, MH, MP, MX, PR, PW, VI, AB, BC, MB, NB, NF, NL, NU, NT, NS, ON, PE, PQ, QC, SK, YT 0% 1% 2% 3%
TI x ST% = STX If STX is less than zero, set it to zero. ! b) Social Security Taxes (SST) Calculation from table using Student's Income = Student's SST (FSST) Calculation from table using Spouse's Income = Spouse's SST (MSST) FSST + MSST = SST SST Calculation Table Income 0 – 94,200 94,201 or greater SST will never be less than zero. Social Security Tax 7.65% of income 7,206.30 + 1.45% of amount over 94,200
2007-2008 Developers Specifications EFC FORMULA 2 - Page 3 ! c) Income Protection Allowance (IPA):
If Student's Marital Status is "married" and number in college equals 2, then IPA = 6,050. If Student's Marital Status is "married" and number in college is less than 2, then IPA = 9,700. If Student's Marital Status is "unmarried" or "separated", then IPA = 6,050. NOTE: IPA will never be less than zero. ! d) Employment Allowance (EA): If Student's Marital Status is "married" and: 1) Student's Income and Spouse's Income are both greater than zero, then .35 x (the lesser of the Student's Income or Spouse's Income) = EA. 2) Student's Income and Spouse's Income are not both greater than zero, then EA = 0. If Student's Marital Status is "unmarried" or "separated", then EA = 0. If EA is greater than 3,200, set to 3,200. NOTE: EA will never be less than zero. e) If Student's tax filing status is tax filer: Student's Taxes Paid + STX + SST + IPA + EA = ATI If Student's tax filing status is non-tax filer: STX + SST + IPA + EA = ATI
2007-2008 Developers Specifications EFC FORMULA 2 - Page 4 STEP 4: Contribution from Available Income (CAI) AI x .5 = CAI CAI may be less than zero.
Net Worth (NW) a) Adjusted Net Worth of Business and Farm (ANW): Calculation from table = ANW Business/Farm Net Worth Adjustment Net Worth of Business/Farm Less than 1 1 – 105,000 105,001 – 320,000 320,001 – 535,000 535,001 or more b) Net Worth (NW): ANW + Student’s Real Estate/Investment Net Worth + Student's Cash, Savings, and Checking = NW Adjusted Net Worth
2007-2008 Developers Specifications EFC FORMULA 2 - Page 5 Asset Protection Allowance Student's Age as of 12/31/2007 25 or less 0 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 Allowance - Married 0 2,500 5,100 7,600 10,200 12,700 15,200 17,800 20,300 22,900 25,400 27,900 30,500 33,000 35,600 38,100 39,100 40,100 41,100 42,100 43,100 44,200 45,300 46,400 47,600 48,700 50,200 51,500 53,000 54,300 55,900 57,300 59,000 60,700 62,500 64,300
2007-2008 Developers Specifications EFC FORMULA 2 - Page 6 Student's Age as of 12/31/2007 61 62 63 64 65 or over Allowance - Married 66,200 68,100 70,400 72,400 74,800
STEP 8: ! Student's Contribution From Assets (SCA) DNW x .20 = SCA If SCA is less than zero, set it to zero.
Version 1.0 08/15/2006 EFC FORMULA 3 - INDEPENDENT WITH DEPENDENTS OTHER THAN A SPOUSE
2007-2008 Developers Specifications EFC FORMULA 3 - Page 2
2007-2008 Developers Specifications EFC FORMULA 3 - Page 3 ! b) Social Security Tax (SST): Calculation from table using Student's Income = Student's SST (FSST) Calculation from table using Spouse's Income = Spouse's SST (MSST) SST Calculation Table Income 0 – 94,200 94,201 or greater FSST + MSST = SST SST will never be less than zero. ! c) Income Protection Allowance (IPA): Value from table = PIPA (Preliminary IPA) Family Size (include student) 2 3 4 5 6 Student’s Number in College 2 3 4 $12,700 $16,470 $13,850 $20,940 $18,330 $15,710 $25,170 $22,570 $19,950 $29,890 $27,290 $24,660
Social Security Tax 7.65% of income 7,206.30 + 1.45% of amount over 94,200
1 $15,320 $19,070 $23,560 $27,800 $32,510
$17,340 $22,060
For each additional family member add 3,670. For each additional college student subtract 2,610.
If Student’s Number in College is 5 or less, IPA = PIPA. If Student’s Number in College is 6 or more, IPA = PIPA for 5 in college - (2,610 x (Student’s Number in College – 5)). NOTE: IPA will never be less than zero.
2007-2008 Developers Specifications EFC FORMULA 3 – Page 4
d) Employment Allowance (EA): If Student's Marital Status is "married": .35 x (the lesser of Student's Income or Spouse's Income) = EA If Student's Marital Status is "unmarried" or "separated": .35 x Student's Income = EA. If EA is greater than 3,200, set to 3,200. NOTE: EA will never be less than zero.
2007-2008 Developers Specifications EFC FORMULA 3 - Page 5 Business/Farm Net Worth Adjustment Net Worth of Business/Farm Less than 1 1 – 105,000 105,001 – 320,000 320,001 – 535,000 535,001 or more Adjusted Net Worth
2007-2008 Developers Specifications EFC FORMULA 3 - Page 6 Asset Protection Allowance Student's Age as of 12/31/2007 25 or less 0 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 Allowance - Married 0 2,500 5,100 7,600 10,200 12,700 15,200 17,800 20,300 22,900 25,400 27,900 30,500 33,000 35,600 38,100 39,100 40,100 41,100 42,100 43,100 44,200 45,300 46,400 47,600 48,700 50,200 51,500 53,000 54,300 55,900 57,300 59,000 60,700 62,500 64,300 Allowance - Single 0 1,000 2,100 3,100 4,200 5,200 6,300 7,300 8,400 9,400 10,500 11,500 12,600 13,600 14,700 15,700 16,100 16,400 16,800 17,200 17,500 17,900 18,300 18,800 19,200 19,700 20,100 20,500 21,000 21,600 22,100 22,700 23,200 23,900 24,400 25,100
2007-2008 Developers Specifications EFC FORMULA 3 - Page 7 Student's Age as of 12/31/2007 61 62 63 64 65 or over Allowance – Married 66,200 68,100 70,400 72,400 74,800
STEP 5: ! Student's Contribution from Assets (SCA) DNW x 7% = SCA If SCA is less than zero, set it to zero.
2007-2008 Developers Specifications EFC FORMULA 3 - Page 8
STEP 7: ! Total Student's Contribution (TSC) Calculation from table = TSC AAI Taxation Rates Student’s AAI -3,410 or less -3,409 - 13,400 13,401 – 16,800 16,801 – 20,200 20,201 – 23,700 23,701 – 27,100 27,101 or more Student's Contribution -750 22% of AAI 2,948 + 25% of AAI over 13,400 3,798 + 29% of AAI over 16,800 4,784 + 34% of AAI over 20,200 5,974 + 40% of AAI over 23,700 7,334 + 47% of AAI over 27,100
2007-2008 Developers Specifications EFC FORMULA 4 - SIMPLIFIED DEPENDENT STEP 1: Total Income (TI) If parents' tax filing status is tax filer, then sum the following parents data:
2007-2008 Developers Specifications EFC FORMULA 4 - Page 2
2007-2008 Developers Specifications EFC FORMULA 4 - Page 3 ! b) Social Security Tax (SST): Calculation from table using Father's Income = Father's SST (FSST) Calculation from table using Mother's Income = Mother's SST (MSST) SST Calculation Table Income 0 – 94,200 94,201 or greater FSST + MSST = SST SST will never be less than zero.
If Parents' Number in College is 5 or less, IPA = PIPA. If Parents' Number in College is 6 or more, IPA = PIPA for 5 in college - (2,550 x (Parents’ Number in College – 5)). NOTE: IPA will never be less than zero.
2007-2008 Developers Specifications EFC FORMULA 4 – Page 4 ! d) Employment Allowance (EA): If Parents' Marital Status is "married" and:
1) Father's Income and Mother's Income are both greater than zero, then .35 x (the lesser of Father's Income or Mother's Income) = EA 2) Father's Income and Mother's Income are not both greater than zero, then 0 = EA. If Parents' Marital Status is "single," "separated/divorced," or "widowed" and: 1) One of Father's Income or Mother's Income is greater than zero, then .35 x Father's Income or Mother's Income (whichever is greater than zero) = EA. 2) Neither Father's Income nor Mother's Income is greater than zero, then 0 = EA. If EA is greater than 3,200, set to 3,200. NOTE: EA will never be less than zero.
2007-2008 Developers Specifications EFC FORMULA 4 - Page 5 STEP 4: ! Total Parents' Contribution (TPC) Calculation from table = TPC AAI Taxation Rates NOTE: AI = AAI Parents' AAI -3,410 or less -3,409 - 13,400 13,401 – 16,800 16,801 – 20,200 20,201 – 23,700 23,701 – 27,100 27,101 or more If TPC is less than zero, set it to zero. Parents' Contribution -750 22% of AAI 2,948 + 25% of AAI over 13,400 3,798 + 29% of AAI over 16,800 4,784 + 34% of AAI over 20,200 5,974 + 40% of AAI over 23,700 7,334 + 47% of AAI over 27,100
2007-2008 Developers Specifications EFC FORMULA 4 - Page 6
2007-2008 State and Other Tax Allowance AK, FL, SD, TN, TX, WA, WY NV, NH, ND AL, AZ, IL, IN, LA, MS, WV AR, CO, DE, GA, HI, ID, IA, KS, ME, MI, MO, MT, NE, NM, OK, PA, SC, UT, VT, VA CA, CT, KY, MA, MN, NJ, NC, OH, RI, WI MD, NY, OR DC BLANK OR INVALID STATE, AA, AE, AP, AS, CN, FC, FM, GU, MH, MP, MX, PR, PW, VI, AB, BC, MB, NB, NF, NL, NU, NT, NS, ON, PE, PQ, QC, SK, YT 0% 1% 2% 3%
2007-2008 Developers Specifications EFC FORMULA 4 - Page 7 ! b) Social Security Tax (SST): Calculation from table using Student's Income = Student's SST
d) If student's tax filing status is tax filer: Student's Taxes Paid + SST + STX + AIO + 3,000 = SATI If student's tax filing status is non-tax filer: SST + STX + AIO + 3,000 = SATI
2007-2008 Developers Specifications EFC FORMULA 4 - Page 8
Version 1.0 08/15/2006 EFC FORMULA 5 - SIMPLIFIED INDEPENDENT WITHOUT DEPENDENTS OTHER THAN A SPOUSE
2007-2008 Developers Specifications EFC FORMULA 5 - Page 2
2007-2008 Developers Specifications EFC FORMULA 5 - Page 3 ! b) Social Security Taxes (SST) Calculation from table using Student's Income = Student's SST (FSST) Calculation from table using Spouse's Income = Spouse's SST (MSST) FSST + MSST = SST SST Calculation Table Income 0 – 94,200 94,201 or greater SST will never be less than zero. ! c) Income Protection Allowance (IPA)
1) If Student's Marital Status is "unmarried" or "separated", then IPA = 6,050. 2) If Student's Marital Status is "married" and number in college equals 2, then IPA = 6,050. 3) If Student's Marital Status is "married" and number in college is less than 2, then IPA = 9,700. NOTE: IPA will never be less than zero.
2007-2008 Developers Specifications EFC FORMULA 5 – Page 4 ! d) Employment Allowance (EA) If Student's Marital Status is "married" and:
1) Student's Income and Spouse's Income are both greater than zero, then .35 x (the lesser of Student's Income or Spouse's Income) = EA. 2) If Student's Income and Spouse's Income are not both greater than zero, then EA = 0. If Student's Marital Status is "unmarried," or "separated," then EA = 0. If EA is greater than 3,200, set to 3,200. NOTE: EA will never be less than zero. e) If student's tax filing status is tax filer: Student's Taxes Paid + STX + SST + IPA + EA = ATI If student's tax filing status is non-tax filer: STX + SST + IPA + EA = ATI
Version 1.0 08/15/2006 EFC FORMULA 6 SIMPLIFIED INDEPENDENT WITH DEPENDENTS OTHER THAN A SPOUSE STEP 1: Total Income (TI) If student's tax filing status is tax filer sum the following student data: (Student's AGI + Income From Worksheet A + Income From Worksheet B) - Income From Worksheet C = TI If student's tax filing status is non-tax filer sum the following student data: (Student's Income + Spouse's Income + Income From Worksheet A + Income From Worksheet B) - Income From Worksheet C = TI)
2007-2008 Developers Specifications EFC FORMULA 6 - Page 2
2007-2008 Developers Specifications EFC FORMULA 6 - Page 3 ! b) Social Security Tax (SST): Calculation from table using Student's Income = Student's SST (FSST) Calculation from table using Spouse's Income = Spouse's SST (MSST) SST Calculation Table Income 0 – 94,200 94,201 or greater FSST + MSST = SST SST will never be less than zero.
Student’s Number in College 2 3 4 $12,700 $16,470 $13,850 $20,940 $18,330 $15,710 $25,170 $22,570 $19,950 $29,890 $27,290 $24,660
2007-2008 Developers Specifications EFC FORMULA 6 - Page 4 ! d) Employment Allowance (EA): If Student's Marital Status is "married": .35 x (the lesser of Student's Income or Spouse's Income) = EA If Student's Marital Status is "unmarried" or "separated": .35 x Student's Income = EA. If EA is greater than 3,200, set to 3,200. NOTE: EA will never be less than zero.
TI - ATI = AI AI may be less than zero.
2007-2008 Developers Specifications EFC FORMULA 6 - Page 5
STEP 4: ! Total Student Contribution (TSC) Calculation from table = TSC AAI Taxation Rates NOTE: AI = AAI Student’s AAI -3,410 or less -3,409 - 13,400 13,401 – 16,800 16,801 – 20,200 20,201 – 23,700 23,701 – 27,100 27,101 or more Student's Contribution -750 22% of AAI 2,948 + 25% of AAI over 13,400 3,798 + 29% of AAI over 16,800 4,784 + 34% of AAI over 20,200 5,974 + 40% of AAI over 23,700 7,334 + 47% of AAI over 27,100
2007-2008 Developers Specifications ALTERNATE EFC CALCULATIONS
EFC's for greater than 9 months a) Alternate AAI = 4,150 + AAI b) Alternate TPC = Calculation from table in EFC Formula 1, STEP 7 using Alternate AAI c) Alternate TPC / Parents' Number in College = Alternate PC d) (Alternate PC - PC) / 12 = Monthly PC e) Monthly PC + PC + SIC + SCA = EFC10 (Monthly PC x 2) + PC + SIC + SCA = EFC11 (Monthly PC x 3) + PC + SIC + SCA = EFC12
Version 1.0 08/15/2006 ALTERNATE EFC FORMULA #2 - INDEPENDENT WITHOUT DEPENDENTS OTHER THAN A SPOUSE
Version 1.0 08/15/2006 ALTERNATE EFC FORMULA #3 - INDEPENDENT WITH DEPENDENTS OTHER THAN A SPOUSE
2007-2008 Developers Specifications ALTERNATE EFC FORMULA #4 - SIMPLIFIED DEPENDENT STEP 1: EFC's for less than 9 months PC / 9 = Monthly PC SIC/9 = Monthly SIC Monthly PC + Monthly SIC = EFC1 (Monthly PC x 2) + (Monthly SIC x 2) = EFC2 (Monthly PC x 3) + (Monthly SIC x 3) = EFC3 (Monthly PC x 4) + (Monthly SIC x 4) = EFC4 (Monthly PC x 5) + (Monthly SIC x 5) = EFC5 (Monthly PC x 6) + (Monthly SIC x 6) = EFC6 (Monthly PC x 7) + (Monthly SIC x 7) = EFC7 (Monthly PC x 8) + (Monthly SIC x 8) = EFC8
EFC's for greater than 9 months a) Alternate AAI = AI + 4,150 b) Alternate TPC = Calculation from table in EFC Formula 4, STEP 4, using Alternate AAI c) Alternate TPC / Parents' Number in College = Alternate PC d) (Alternate PC - PC) / 12 = Monthly PC e) Monthly PC + PC + SIC = EFC10 (Monthly PC x 2) + PC + SIC = EFC11 (Monthly PC x 3) + PC + SIC = EFC12
Version 1.0 08/15/2006 ALTERNATE EFC FORMULA #5 - SIMPLIFIED INDEPENDENT WITHOUT DEPENDENTS OTHER THAN A SPOUSE
Version 1.0 08/15/2006 ALTERNATE EFC FORMULA #6 - SIMPLIFIED INDEPENDENT WITH DEPENDENTS OTHER THAN A SPOUSE
Field # 1 2 FAFS A# Justify Signed Left Right
End 1 10
Length 1 9
Field Name Year Indicator Original Social Security Number The student’s original SSN as initially processed by the CPS. Original Name ID The first two characters of last name as processed initially by the CPS. Transaction Number The CPS transaction number of this ISIR. Student’s Last Name
Valid Content 8, will always be “8” (for 2007-2008) 001010001 to 999999999
FAFS A# 5
Valid Content Numbers 0 to 9 Uppercase Letters A to Z . (Period) ’ (Apostrophe) - (Dash) , (Comma) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) Space(s) Uppercase Letters A to Z Valid two-letter postal code See State/Country/ Jurisdiction Codes in the Processing Codes section of this technical reference. Blank 00000 to 99999 Blank Format is CCYYMMDD 19000101 to 19991231 Blank 0000000000 to 9999999999 Blank Numbers 0 to 9 Uppercase Letters A to Z Space(s) - (Dash) * (Asterisk) Blank Valid two-letter postal code See State/Country/ Jurisdiction Codes in the Processing Codes section of this technical reference. Blank
FAFS A# 13
Valid Content Blank If non-blank: One and only one “@” (At-sign) allowed. Before @: • at least one valid character • all characters in the range of ASCII 33126, except for the following 12 characters < > ( ) [ ] \,;: "@ • period (.) cannot be first, last or adjacent to another period After @: • at least one valid character • only letters, digits, hyphen, underscore, and period (A-Z, az, 0-9, -, _, .) • hyphen, underscore, and period cannot be first, last, or adjacent to a period 1 = U.S. citizen (or U.S. National) 2 = Eligible noncitizen 3 = Neither 1 nor 2, not eligible Blank 000000001 to 999999999 Blank 1 = Unmarried (Single, Divorced, or Widowed) 2 = Married/Remarried 3 = Separated Blank Format is CCYYMM 190001 to 200812 Blank Uppercase Letters A to Z Valid two-letter postal code See State/Country/ Jurisdiction Codes in the Processing Codes section of this technical reference. Blank
FAFS A# 19
Field Name Student Legal Resident Before 01-01-2002? Student’s Legal Residence Date
Valid Content 1 = Yes 2 = No Blank Format is CCYYMM 190001 to 200812 Blank CPS will accept: CCYYMM CCYY with blank MM Blank CCYY with MM Blank CCYYMM 1 = Yes 2 = No Blank 1 = Yes 2 = No Blank 1 = 1st bachelor’s degree 2 = 2nd bachelor’s degree 3 = Associate degree (occupational or technical program) 4 = Associate degree (general education or transfer program) 5 = Certificate or diploma for completing an occupational, technical, or educational program of less than two years 6 = Certificate or diploma for completing an occupational, technical, or educational program of at least two years 7 = Teaching Credential Program (non-degree program) 8 = Graduate or professional degree 9 = Other/undecided Blank
FAFS A# 24
Valid Content 0 = 1st year, never attended college 1 = 1st year, attended college before 2 = 2nd year/sophomore 3 = 3rd year/junior 4 = 4th year/senior 5 = 5th year/other undergraduate 6 = 1st year graduate/professional 7 = Continuing graduate/professional Blank 1 = Full time 2 = ¾ time 3 = ½ time 4 = Less than ½ time 5 = Don’t Know Blank 1 = Work-Study 2 = Student Loans 3 = Both Work-Study and Student Loan 4 = Neither 5 = Don’t Know Blank 1 = Yes 2 = No Blank 1 = Yes 2 = No Blank 1 = Middle School/Jr. High 2 = High School 3 = College or Beyond 4 = Other/Unknown Blank 1 = Middle School/Jr. High 2 = High School 3 = College or Beyond 4 = Other/Unknown Blank 1 = No 2 = Yes (Part Year) 3 = Yes/Don’t Know Blank 1 = Already Completed 2 = Will File 3 = Will Not File Blank
HS Diploma or GED Received? First Bachelor’s Degree By 07-01-2007? Father’s Highest Grade Level Completed
FAFS A# 33
Field Name Student’s Type of 2006 Tax Form Used?
Valid Content 1 = IRS 1040 2 = IRS 1040A or 1040 EZ 3 = Foreign Tax Return 4 = A tax return from Puerto Rico, a U.S. territory or freely associated State Blank 1 = Yes 2 = No 3 = Don’t Know Blank -999999 to 999999 Blank 00000 to 99999 Blank 00 to 99 Blank -999999 to 999999 Blank -999999 to 999999 Blank 00000 to 99999 Blank 00000 to 99999 Blank 00000 to 99999 Blank 000000 to 999999 Blank 000000 to 999999 Blank 000000 to 999999 Blank 00 to 12 Blank 0000 to 9999 Blank 1 = Yes 2 = No Blank 1 = Yes 2 = No Blank 1 = Yes 2 = No Blank 1 = Yes 2 = No Blank
Student’s Adjusted Gross Income from IRS form Student’s U.S. Income Tax Paid Student’s Exemptions Claimed Student’s Income Earned from Work Spouse’s Income Earned from Work Student’s Total Amount from Worksheet A Student’s Total Amount from Worksheet B Student’s Total Amount from Worksheet C Student’s Cash, Savings, and Checking Student’s Investment Net Worth Student’s Business and/or Investment Farm Net Worth No. of Months Veterans Education Benefits Received Monthly Veterans Education Benefits Born Before 01-011984? Working on a Master’s or Doctorate Program? Is Student Married?
Field # 55
FAFS A# 52
Field Name Have Legal Dependents Other than Children or Spouse? Orphan or Ward of Court? Are you on active duty in U.S. Armed Forces? Veteran of U.S. Armed Forces? Parent’s Marital Status
Valid Content 1 = Yes 2 = No Blank 1 = Yes 2 = No Blank 1 = Yes 2 = No Blank 1 = Yes 2 = No Blank 1 = Married/Remarried 2 = Single 3 = Divorced/ Separated 4 = Widowed Blank Format is CCYYMM 190001 to 200812 Blank 000000000 to 999999999 Blank Numbers 0 to 9 Uppercase Letters A to Z Space(s) . (Period) ’ (Apostrophe) - (Dash) Blank Uppercase Letters A to Z Blank Format is CCYYMMDD 19000101 to 19991231 Blank 000000000 to 999999999 Blank Numbers 0 to 9 Uppercase Letters A to Z Space(s) . (Period) ’ (Apostrophe) - (Dash) Blank Uppercase Letters A to Z Blank Format is CCYYMMDD 19000101 to 19991231 Blank 00 to 99 Blank
FAFS A# 67
Start 381
End 381
Valid Content Numbers 0 to 9 Blank Uppercase Letters A to Z Valid two-letter postal code See State/Country/ Jurisdiction Codes in the Processing Codes section of this technical reference. Blank 1 = Yes 2 = No Blank Format is CCYYMM 190001 to 200812 Blank CPS will accept: CCYYMM CCYY with blank MM Blank CCYY with MM Blank CCYYMM 1 = Yes 2 = No Blank
Parents Legal Residents before 01-01-2002? Parents’ Legal Residence Date
FAFS A# 74
Start 394
End 394
Field Name Parent TANF Benefits Anyone in the parents’ household (as defined in positions 379 to 380) receives Temporary Assistance for Needy Family benefits from the Government program Parent WIC Benefits Anyone in the parents’ household (as defined in positions 379 to 380) receives benefits from the Government Women, Infants, and Children program Parents’ Tax Return Completed?
Valid Content 1 = Yes 2 = No Blank
399 405 411 413
404 410 412 418
429 434 439
Parents’ Adjusted Gross Income from IRS form Parents’ U.S. Income Tax Paid Parents’ Exemptions Claimed Father’s/Stepfather’s Income Earned from Work Mother’s/ Stepmother’s Income Earned from Work Parents’ Total Amount from Worksheet A Parents’ Total Amount from Worksheet B Parents’ Total Amount from Worksheet C
1 = Already Completed 2 = Will File 3 = Will Not File Blank 1 = IRS 1040 2 = IRS 1040A or 1040 EZ 3 = Foreign tax return 4 = A tax return from Puerto Rico, a U.S. territory or freely associated State Blank 1 = Yes 2 = No 3 = Don’t Know Blank -999999 to 999999 Blank 000000 to 999999 Blank 00 to 99 Blank -999999 to 999999 Blank -999999 to 999999 Blank 00000 to 99999 Blank 00000 to 99999 Blank 00000 to 99999 Blank
Field # 90 91 92
FAFS A# 87 88 89
Start 440 446 452
End 445 451 457
Field Name Parents’ Cash, Savings, and Checking Parents’ Investment Net Worth Parents’ Business and/or Investment Farm Net Worth Student’s Number of Family Members Student’s Number in College Student Supplemental Security Income Benefits Anyone in the student’s household (as defined in positions 458 to 459) receives benefits from the Government Supplemental Security Income program Student Food Stamp Benefits Anyone in the student’s household (as defined in positions 458 to 459) receives benefits from the Government Food Stamp program Student Free or Reduced Price School Lunch Benefits Anyone in the student’s household (as defined in positions 458 to 459) receives benefits from the Government Free or Reduced Price School Lunch program Student TANF Benefits Anyone in the student’s household (as defined in positions 458 to 459) receives Temporary Assistance for Needy Family benefits from the Government program
Valid Content 000000 to 999999 Blank 000000 to 999999 Blank 000000 to 999999 Blank 00 to 99 Blank 0 to 9 Blank 1 = Yes 2 = No Blank
Field # 99
FAFS A# 96
End 465
Field Name Student WIC Benefits Anyone in the student’s household (as defined in positions 458 to 459) receives benefits from the Government Women, Infants, and Children program Federal School Code #1
On the Web, not on the FAFS A
Field # 109
FAFS A# On the Web, not on the FAFS A On the Web, not on the FAFS A On the Web, not on the FAFS A 98
Field Name Federal School Code #5 Housing Plans
Valid Content 1 = On Campus 2 = Off Campus 3 = With Parent Blank
1 = Dependent to Independent 2 = Dependent to Independent Override Canceled 3 = Dependency Override request failed Blank = Dependency override not requested
Field # 118
FAFS A#
End 542
Field Name FAA Federal School Code Indicates the Federal School Code that requested a dependency override or Adjusted Calculation request. Filler Dependency Status Determined by CPS based on Dependency Status data provided.
Valid Content X00000 to X99999 Valid characters for first position are 0 (Zero), B, E, or G Blank = No Dependency Override or FAA EFC Adjustment done For Federal Student Aid Use Only D = Dependent, calculated EFC provided I = Independent, calculated EFC provided X = Dependent rejected, no EFC calculated Y = Independent rejected, no EFC calculated
Field # 121
Field Name Transaction Data Source/Type Code Indicates the origin of the transaction. The first byte describes source: 1 = Electronic 2 = Web Student 3 = Web FAA 4 = Paper 5 = CPS 6 = FSAIC The second byte describes type: A = Application B = Application Spanish C = Correction D = Drug Abuse Hold Release E = EZ FAFSA F = EZ FAFSA Spanish G = EZ FAFSA Renewal H = EZ FAFSA Renewal Spanish J = Correction Application K = Correction Application Spanish M = DHS Secondary Confirmation N = NSLDS Postscreening P = Reprocessing R = Renewal Application S = Signature Page T = Spanish Renewal Application W = SSA Death File Match Transaction Receipt Date Date the transaction was received by the CPS.
Valid Content 1A = Application 1C = Correction Full SAR 2A = Application 2B = Application Spanish 2C = Correction 2E = EZ FAFSA 2F = EZ FAFSA Spanish 2G = EZ FAFSA Renewal Application 2H = EZ FAFSA Renewal Spanish 2R = Renewal Application 2T = Spanish Renewal Application 3A = Application 3C = Correction 3E = EZ FAFSA 3G = EZ FAFSA Renewal Application 3R = Renewal Application 4A = Application 4B = Application Spanish 4C = Correction 4J = Correction Application 4K = Correction Application Spanish 5D = Drug Abuse Hold Release 5M = DHS Secondary Confirmation 5N = NSLDS Postscreening 5P = Reprocessed Record 5S = CPS Signature 5W = SSA Death File Match 6C = Correction (Student and Image Error) Format is CCYYMMDD 20070101 to 20081231
Start 555
End 555
Field Name Assumption Override 1Parents’ Number in College assumed to be 1 when the number in college is greater than 6. Assumption Override 2Parents’ AGI assumed equal to sum of father and mother earned income portions. Assumption Override 3Student’s Number in College assumed to be 1 when number in college equals number in the household and both are greater than 2. Assumption Override 4Student’s AGI assumed equal to the sum of student and spouse earned income portions. Assumption Override 5Parents’ Total from Worksheet C assumed to be zero. Assumption Override 6Student’s Total from Worksheet C assumed to be zero. Electronic Transaction Indicator (ETI) Destination Number TG number assigned by SAIG. Reject Override 3Student’s taxes paid is greater than zero and equal to or greater than AGI. Reject Override 12Parents’ taxes paid is greater than zero and equal to or greater than AGI. Reject Override ADate of Birth year is 1900 to 1932. Reject Override BDate of Birth since September 1, 1991.
Field # 134
Start 572
End 572
1 = Yes Blank For Federal Student Aid Use Only 1 = Yes Blank For Federal Student Aid Use Only
Field # 143
FAFS A# On the Web, not on the FAFS A
End 635
Valid Content Blank If non-blank: One and only one “@” (At-sign) allowed. Before @: • at least one valid character • all characters in the range of ASCII 33126, except for the following 12 characters < > ( ) [ ] \,;: "@ • period (.) cannot be first, last or adjacent to another period After @: • at least one valid character • only letters, digits, hyphen, underscore, and period (A-Z, az, 0-9, -, _, .) • hyphen, underscore, and period cannot be first, last, or adjacent to a period For Federal Student Aid Use Only 001010001 to 999999999
144 145 8
Filler Student’s Current Social Security Number Student’s SSN on this transaction. It will be different from the student’s original SSN only if it has been changed. Correction Applied against Transaction Number Filler FAA Adjustment Indicates whether a FAA requested an EFC adjustment and if it was processed.
Start 675
Valid Content 1A = Application 2A = Application 2B = Application Spanish 2R = Renewal Application 2E = EZ FAFSA 2F = EZ FAFSA Spanish 2G = EZ FAFSA Renewal Application 2H = EZ FAFSA Renewal Spanish 2T = Spanish Renewal Application 3A = Application 3R = Renewal Application 3E = EZ FAFSA 3G = EZ FAFSA Renewal Application 4A = Application 4B = Application Spanish 4J = Correction Application 4K = Correction Application Spanish
Field # 152
Start 686
End 686
Field Name CPS Pushed ISIR Flag This flag is set to identify transactions that are automatically sent to schools. Examples are: EFC Change Flag is set; SAR C Flag changes between correction and transaction being corrected; Record became selected for verification; Rejected to EFC; EFC to Rejected; or transaction is systemgenerated EFC Change Flag Indicates if the EFC has gone up or down from the transaction being applied against. Student Last Name/ SSN Change Flag Indicates whether the student’s last name and/or Social Security Number (SSN) have been changed. Reject Status Change Flag If the Rejected Status Change flag is set or removed from the previous transaction, this field is populated. SAR C Change Flag If the SAR C Flag is set or removed from the previous transaction, this field is populated.
End 691
Field Name Verification Selection Change Flag If the Verification Selection Change Flag is set from the previous transaction, this field is populated. This flag is set to a Y only on the transaction that was initially selected for verification. Compute Number Source of Correction
Valid Content Y = Transaction is now selected for verification when the previous transaction was not selected Blank = Transaction not initially selected for verification
Y = Yes response to BA question and/or Graduate status question Blank = Graduate Flag not set Y = This transaction determined eligible for a Federal Pell Grant. Blank = This transaction determined ineligible for a Federal Pell Grant Format is CCYYMMDD 20070101 to 20081231
C = Correction Application H = Correction Blank = Initial Application
Field # 165
Start 708
End 721
Field Name Reject Reason Codes Alpha/numeric character indicating why an application or correction has been rejected. See the Processing Codes section for specific code tables and details. Reprocessed Reason Code The code indicating why the CPS reprocessed an ISIR. An electronic message will be sent to destination numbers identifying definition of the code. SAR C Flag
Valid Content Uppercase Letters A to Z Numbers 01 to 99 Blank = Applicant not rejected Up to seven 2-character codes
Automatic Zero EFC Indicator The Automatic Zero EFC Indicator is automatically set if simplified needs test met and taxable income is $20,000 or less. Simplified Needs Test (SNT) Applicant meets certain criteria for tax filing status and income level and is not required to provide asset information. Parents’ Calculated 2006 Tax Status CPS determination of tax filing status. Student’s Calculated 2006 Tax Status CPS determination of tax filing status.
Field # 172
Start 729
End 729
Field Name Assumed Citizenship
Valid Content 1 = Assumed student is a citizen 2 = Assumed student is an eligible noncitizen Blank = No assumption 1 = Assumed unmarried 2 = Assumed married/remarried Blank = No assumption -999999 to 999999 Blank = No assumption 00000 to 99999 Blank = No assumption -999999 to 999999 Blank = No assumption -999999 to 999999 Blank = No assumption 00000 to 99999 Blank = No assumption 1 = Assumed Yes 2 = Assumed No Blank = No assumption 1 = Assumed Yes 2 = Assumed No Blank = No assumption 1 = Assumed Yes 2 = Assumed No Blank = No assumption 2 = Assumed no legal dependents Blank = No assumption For Federal Student Aid Use Only 00 to 99 Blank = No assumption 0 to 9 Blank = No assumption 1 = Assumed married/remarried 2 = Assumed single Blank = No assumption Y = Assumed SSN Blank Y = Assumed SSN Blank 00 to 99 Blank = No assumption 0 to 9 Blank = No assumption -999999 to 999999 Blank = No assumption 000000 to 999999 Blank = No assumption
731 737 742 748 754
736 741 747 753 758
769 770 772 773 779
769 771 772 778 784
Assumed Father’s/Stepfather’s SSN Assumed Mother’s/ Stepmother’s SSN Assumed Parents’ # in Family Assumed Parents’ # in College Assumed Parents’ AGI Assumed Parents’ U.S. Tax Paid
Left Left Left Right Signed Left
Field # 193
Start 785
End 790
Field Name Assumed Father’s/ Stepfather’s Income Earned from Work Assumed Mother’s/ Stepmother’s Income Earned from Work Assumed Parents’ Total from Worksheet C Primary EFC The primary 9-month EFC calculated. Full Needs Test (FNT), unless Simplified Needs Test (SNT) met. Secondary EFC The secondary 9-month EFC calculated. Full Needs Test (FNT) provided only if Simplified Needs Test (SNT) is met and asset information is provided. Filler Primary EFC Type Identifies formula type used to calculate the primary EFC. Full Needs Test (FNT) Simplified Needs Test (SNT)
Valid Content -999999 to 999999 Blank = No assumption -999999 to 999999 Blank = No assumption 00000 to 99999 Blank = No assumption 00000 to 99999 Blank = None Calculated
Field # 200
Start 818
End 818
Field Name Secondary EFC Type Identifies formula type used to calculate secondary EFC. Full Needs Test (FNT) Simplified Needs Test (SNT)
Valid Content 1 = FNT: Dependent 2 = FNT: Independent without dependents other than a spouse 3 = FNT: Independent with dependents other than a spouse 4 = SNT: Dependent 5 = SNT: Independent without dependents other than a spouse 6 = SNT: Independent with dependents other than a spouse Blank = None Calculated 00000 to 99999 Blank = None Calculated
Primary Alternate Month 1 The primary alternate EFC used by FAO in determining eligibility based on periods of time other than 9 months. Primary Alternate Month 2 Primary Alternate Month 3 Primary Alternate Month 4 Primary Alternate Month 5 Primary Alternate Month 6 Primary Alternate Month 7 Primary Alternate Month 8 Primary Alternate Month 10 Primary Alternate Month 11 Primary Alternate Month 12 Secondary Alternate Month 1 The secondary alternate EFC used by FAO in determining eligibility based on periods of time other than 9 months. Secondary Alternate Month 2
824 829 834 839 844 849 854 859 864 869 874
828 833 838 843 848 853 858 863 868 873 878
Field # 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230
Start 884 889 894 899 904 909 914 919 924 929 936 943 950 957 964 971 978
End 888 893 898 903 908 913 918 923 928 935 942 949 956 963 970 977 986
Length 5 5 5 5 5 5 5 5 5 7 7 7 7 7 7 7 9
Field Name Secondary Alternate Month 3 Secondary Alternate Month 4 Secondary Alternate Month 5 Secondary Alternate Month 6 Secondary Alternate Month 7 Secondary Alternate Month 8 Secondary Alternate Month 10 Secondary Alternate Month 11 Secondary Alternate Month 12 TI: Total Income ATI: Allowances Against Total Income STX: State and Other Tax Allowance EA: Employment Allowance IPA: Income Protection Allowance AI: Available Income CAI: Contribution From Available Income DNW: Discretionary Net Worth NW: Net Worth
Valid Content 00000 to 99999 Blank = None Calculated 00000 to 99999 Blank = None Calculated 00000 to 99999 Blank = None Calculated 00000 to 99999 Blank = None Calculated 00000 to 99999 Blank = None Calculated 00000 to 99999 Blank = None Calculated 00000 to 99999 Blank = None Calculated 00000 to 99999 Blank = None Calculated 00000 to 99999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated -999999999 to 999999999 Blank = None Calculated 000000000 to 999999999 Blank = None Calculated 000000000 to 999999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated
Justify Signed Left Left Left Left Left Left Left Left Left Right Signed Left Right Signed Left Left Right Signed Right Signed Right Signed Left
APA: Asset Protection Allowance PCA: Parents’ Contribution from Assets AAI: Adjusted Available Income TSC: Total Student Contribution TPC: Total Parent Contribution PC: Parents’ Contribution STI: Student’s Total Income
1012 1019 1026 1033 1040
1018 1025 1032 1039 1046
Field # 239
Field Name SATI: Student’s Allowance against Total Income SIC: Dependent Students’ Income Contribution SDNW: Student’s Discretionary Net Worth SCA: Student’s Contribution from Assets FTI: FISAP Total Income SEC TI: Secondary Total Income SEC ATI: Secondary Allowances Against Total Income SEC STX: Secondary State Tax Allowance SEC EA: Secondary Employment Allowance SEC IPA: Secondary Income Protection Allowance SEC AI: Secondary Available Income SEC CAI: Secondary Contribution From Available Income SEC DNW: Secondary Discretionary Net Worth SEC NW: Secondary Net Worth SEC APA: Secondary Asset Protection Allowances SEC PCA: Secondary Parents’ Contribution from Assets SEC AAI: Secondary Adjusted Available Income SEC TSC: Secondary Total Student Contribution SEC TPC: Secondary Total Parent Contribution SEC PC: Secondary Parents’ Contribution
Valid Content -9999999 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated -999999999 to 999999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated -999999999 to 999999999 Blank = None Calculated 000000000 to 999999999 Blank = None Calculated 000000000 to 999999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated
Justify Signed Right Signed Left
1098 1105 1112
1104 1111 1118
Field # 259 260
Start 1195 1202
End 1201 1208
Field Name SEC STI: Secondary Student’s Total Income SEC SATI: Secondary Student’s Allowance Against Total Income SEC SIC: Secondary Student’s Dependent Income Contribution SEC SDNW: Secondary Student’s Discretionary Net Worth SEC SCA: Secondary Student’s Contribution from Assets SEC FTI: Secondary FISAP Total Income Correction Flags See the Field Name and Position CrossReference Table in the Processing Codes section of this technical reference. Each correction flag byte corresponds to a specific SAR field and indicates fields that have been corrected. Highlight Flags See the Field Name and Position CrossReference Table in the Processing Codes section of this technical reference. Each highlight flag byte corresponds to a specific SAR field and indicates fields highlighted in boldface on the SAR.
Valid Content -9999999 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated 0000000 to 9999999 Blank = None Calculated -999999999 to 999999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated -9999999 to 9999999 Blank = None Calculated 0 = No Correction Made 1= Field Corrected on this transaction 2 = Field Corrected on previous transaction
Justify Signed Right Signed Right Signed Left
Start 1509
Y = Citizenship confirmed N = Citizenship not confirmed Blank = Record not sent to DHS C = DHS has not yet confirmed eligible noncitizen status N = DHS did not confirm eligible noncitizen status P = Pending Results of Secondary Confirmation X = DHS did not have enough information to confirm eligible noncitizen status Y = Citizenship status confirmed by DHS Blank = N/A For Federal Student Aid Use Only Uppercase Letters A to Z 000000000000000 to 999999999999999 Blank
Start 1677
End 1677
Valid Content 1 = Student not in Default or Overpayment 2 = Default 3 = Overpayment 4 = Default and Overpayment 7 = Match but no data provided 8 = Record not sent to NSLDS 01 = Default added 02 = Overpayment added 03 = Default resolved 04 = Overpayment resolved 05 = Master Promissory Note status change 06 = Loan went into Discharged status 07 = Loan out of Discharged status 08 = Closed school 09 = Exceeded Subsidized loan limit 10 = Exceeded Combined loan limit 11 = No longer exceeding subsidized loan status 12 = No longer exceeding combined loan limit 13 = Change in type of discharged loan 14 = Loan entered active bankruptcy 15 = PLUS Master Promissory Note status change 16 = Grad PLUS Master Promissory Note status change 17 = Fraud Conviction added 18 = Fraud Conviction resolved 99 = Other Blank = Not an NSLDS postscreening transaction For ED Use Only
Field # 276
Start 1693
Field Name Father’s/Stepfather’s SSN Match Flag Results from SSN Match with Social Security Administration.
Valid Content 1 = No match on SSN 2 = SSN and Name match, no match on DOB 3 = SSN match, no match on Name 4 = SSN, Name, and DOB match 5 = SSN, Name, DOB match with Date of Death 8 = Record not sent to SSA For ED Use Only 1 = No match on SSN 2 = SSN and Name match, no match on DOB 3 = SSN match, no match on Name 4 = SSN, Name, and DOB match 5 = SSN, Name, DOB match with Date of Death 8 = Record not sent to SSA Y = Registration status confirmed N = Registration status not confirmed T = Temporarily Exempt Blank = Record not sent to Selective Service Y = Registration completed N = Registration not completed T = Temporarily Exempt Blank = Record not sent to Selective Service.
Field # 281
Start 1706
End 1706
Field Name SSA Citizenship Flag Results from Citizenship Match with Social Security Administration.
Valid Content A = U.S. citizen B = Legal alien, eligible to work C = Legal alien, not eligible to work D = Other E = Alien, student restricted, work authorized F = Conditionally legalized alien N = Unable to verify citizenship due to no match on SSN, name or date of birth * = Foreign Blank = Domestic born (U.S. Citizen) For ED Use Only 1 = No match on SSN 2 = SSN and name match, no match on DOB 3 = SSN match, no match on name 4 = SSN, Name, and DOB match 5 = SSN, name, DOB match with Date of Death 8 = Record not sent to SSA 1 = Veteran status confirmed 2 = Record found on VA database but not a qualifying Veteran 3 = Record not found on VA database 4 = Record found on VA database but applicant on active duty 8 = Record not sent to VA Blank 10 two-digit codes for comments appearing on the SAR Acknowledgement.
Field # 286
Start 1737
End 1796
Field Name Comment Codes Comments provided by the CPS to further communication of important results and processing information.
Valid Content Twenty 3-digit numeric comment codes. (See Comment Code Text information in the Processing Codes section of this technical reference.) Unused positions contain all zeroes. 1 = Federal School Code #1 2 = Federal School Code #2 3 = Federal School Code #3 4 = Federal School Code #4 5 = Federal School Code #5 6 = Federal School Code #6 Blank = No Federal School Code
Field # 288
Start 1798
End 1798
Valid Content A = Correction to Academic Competitiveness Grant (ACG) data only 0 = School generated transaction and is an ISIR Daily school (Applications) (IDAP) 1 = School did not generate transaction and is an ISIR Daily school (Automatic) (IDSA) 2 = School generated transaction and is an ISIR Request school (ISRF) 3 = School did not generate transaction and is an ISIR Request school (Applications) (ISRF) 4 = School generated transaction and is an ISIR Daily school, ISIR is CPS Pushed ISIR (Corrections) (IGCO) 5 = School did not generate transaction and is an ISIR Daily school, ISIR is CPS Pushed ISIR (Automatic) (IGSA) 6 = School generated transaction and is an ISIR Request school, ISIR is CPS Pushed ISIR (Corrections) (IGCO) 7 = School did not generate transaction and is an ISIR Request school, ISIR is CPS Pushed ISIR (Automatic) (IGSA) 8 = School did not generate transaction and is an ISIR Daily school, ISIR is CPS Pushed System-Generated ISIR (IGSG) 9 = School did not generate transaction and is an ISIR Request school, ISIR is CPS Pushed SystemGenerated ISIR (IGSG) Blank = No destination code associated or school not participating
Field # 289
Start 1799
End 1804
Field Name Multi School Code Flags This field indicates the school codes being serviced by the destination point that will receive this ISIR transaction and identify which school originated the transaction. The appropriate ETI flag will be listed in your school codes position. If the first byte of this field has a 1, then the Federal School Code listed in Federal School Code #1 did not generate transaction and is an ISIR Daily school. In addition, if the second byte of this field has a 0, then Federal School Code #2 generated transaction and is an ISIR Daily school.
Field # 290 291
Start 1805 1809
End 1808 1809
Field Name Verification Tracking Flag Student Is Selected For Verification
Valid Content 0000 to 9999 Blank Y = Selected N = Not Selected * = A subsequent transaction was selected for verification For Federal Student Aid Use Only 01 to 99 Blank
Field # 300
Start 1855
Field Name NSLDS SEOG Overpayment Flag
Valid Content D = Deferred N = N/A S = Satisfactory Payment Arrangements F = Fraud W = Waived Y = Overpayment Numeric school code or region code N/A Y (more than one) D = Deferred N = N/A S = Satisfactory Payment Arrangements F = Fraud W = Waived Y = Overpayment Numeric school code or region code N/A Y (more than one) D = Deferred N = N/A S = Satisfactory Payment Arrangements F = Fraud W = Waived Y = Overpayment Numeric school code or region code N/A Y (more than one) Y or N C = Conditional D = Death M = Multiple N = None P = Permanent R= Reaffirmed Y or N
NSLDS Loan Satisfactory Repayment Flag NSLDS Active Bankruptcy Flag NSLDS Aggregate Subsidized Outstanding Principal Balance NSLDS Aggregate Unsubsidized Outstanding Principal Balance
Field # 312
End 1903
Field Name NSLDS Aggregate Combined Outstanding Principal Balance NSLDS Aggregate Unallocated Consolidated Outstanding Principal Balance NSLDS Aggregate Subsidized Pending Disbursement NSLDS Aggregate Unsubsidized Pending Disbursement NSLDS Aggregate Combined Pending Disbursement NSLDS Aggregate Subsidized Total NSLDS Aggregate Unsubsidized Total NSLDS Aggregate Combined Total NSLDS Unallocated Consolidated Total NSLDS Perkins Cumulative Disbursement Amount NSLDS Perkins Current Year Disbursement Amount NSLDS Defaulted Loan Change Flag NSLDS Discharged Loan Change Flag NSLDS Loan Satisfactory Repayment Change Flag NSLDS Active Bankruptcy Change Flag NSLDS Overpayments Change Flag NSLDS Aggregate Loan Change Flag NSLDS Perkins Loan Change Flag NSLDS Pell Payment Change Flag NSLDS ACG Payment Change Flag NSLDS National SMART Grant Change Flag
Valid Content Numeric N/A Numeric N/A
Field # 333 334 335 336
Start 1974 1975 1976 1977
End 1974 1975 1976 1977
Field Name NSLDS Additional Pell Flag NSLDS Additional Loans Flag NSLDS Additional ACG Flag NSLDS Additional National SMART Grant Flag NSLDS Direct Loan Master Prom Note Flag
Valid Content Y or N Y or N Y or N Y or N
1983 1985 1988 1994 2002
1984 1987 1993 2001 2003
NSLDS Pell Sequence Number (1) NSLDS Pell Verification Flag (1) NSLDS EFC (1) NSLDS Pell School Code (1) NSLDS Pell Transaction Number (1)
C = Close to or equal to limit E = Exceeded limit N = No problem C = Close to or equal to limit E = Exceeded limit N = No problem 01 to 03 Blank Alpha N/A 000000 to 999999 Blank Numeric Blank Numeric Blank
Field # 347
Field Name NSLDS Pell Last Update Date (1)
Valid Content Numeric (CCYYMMDD) N/A Blank Numeric Blank
NSLDS Pell Scheduled Amount (1) Whole dollar amount with leading zeros. NSLDS Pell Amount Paid to Date (1) Whole dollar amount with leading zeros. NSLDS Pell Percent Scheduled Award Used (1) Percent with four decimal places assumed for example, 50% = 0500000. NSLDS Pell Award Amount (1) Whole dollar amount with leading zeros. Filler NSLDS Pell Sequence Number (2) NSLDS Pell Verification Flag (2) NSLDS EFC (2) NSLDS Pell School Code (2) NSLDS Pell Transaction Number (2) NSLDS Pell Last Update Date (2)
2037 2041 2043 2046 2052 2060 2062
2040 2042 2045 2051 2059 2061 2069
4 2 3 6 8 2 8
NSLDS Pell Scheduled Amount (2) Whole dollar amount with leading zeros. NSLDS Pell Amount Paid to Date (2) Whole dollar amount with leading zeros.
Field # 361
End 2088
Field Name NSLDS Pell Percent Scheduled Award Used (2) Percent with four decimal places assumed for example, 50% = 0500000. NSLDS Pell Award Amount (2) Whole dollar amount with leading zeros. Filler NSLDS Pell Sequence Number (3) NSLDS Pell Verification Flag (3) NSLDS EFC (3) NSLDS Pell School Code (3) NSLDS Pell Transaction Number (3) NSLDS Pell Last Update Date (3)
2095 2099 2101 2104 2110 2118 2120
2098 2100 2103 2109 2117 2119 2127
NSLDS Pell Scheduled Amount (3) Whole dollar amount with leading zeros. NSLDS Pell Amount Paid to Date (3) Whole dollar amount with leading zeros. NSLDS Pell Percent Scheduled Award Used (3) Percent with four decimal places assumed for example, 50% = 0500000. NSLDS Pell Award Amount (3) Whole dollar amount with leading zeros. Filler
Field # 375 376 377 378
Start 2157 2159 2167 2169
End 2158 2166 2168 2176
Length 2 8 2 8
Field Name NSLDS ACG Sequence Number (1) NSLDS ACG School Code (1) NSLDS ACG Transaction Number (1) NSLDS ACG Last Update Date (1)
Valid Content 01 to 03 Blank Numeric Blank Numeric Blank Numeric (CCYYMMDD) N/A Blank Numeric Blank
NSLDS ACG Amount Paid to Date (1) Whole dollar amount with leading zeros. NSLDS ACG Award Amount (1) Whole dollar amount with leading zeros. NSLDS ACG School Year (1) NSLDS ACG Eligibility Code (1)
NSLDS ACG Amount Paid to Date (2) Whole dollar amount with leading zeros.
Numeric Blank 01 = High School Program 02 = Advanced Placement (AP)/International Baccalaureate (IB) Courses 03 = High School Coursework Alpha/Numeric N/A Blank Numeric Blank 01 to 03 Blank Numeric Blank Numeric Blank Numeric (CCYYMMDD) N/A Blank Numeric Blank
Field # 390
Start 2227
End 2232
Field Name NSLDS ACG Award Amount (2) Whole dollar amount with leading zeros. NSLDS ACG School Year (2) NSLDS ACG Eligibility Code (2)
Numeric Blank 01 = High School Program 02 = AP/IB Courses 03 = High School Coursework Alpha/Numeric N/A Blank Numeric Blank 01 to 03 Blank Numeric Blank Numeric Blank Numeric (CCYYMMDD) N/A Blank Numeric Blank
Numeric Blank 01 = High School Program 02 = AP/IB Courses 03 = High School Coursework Alpha/Numeric N/A Blank Numeric Blank 01 to 03 Blank Numeric Blank Numeric Blank
Field # 408
Start 2301
End 2308
Field Name NSLDS SMART Grant Last Update Date (1)
Numeric Blank Character Blank
NSLDS SMART Grant Amount Paid to Date (2) Whole dollar amount with leading zeros. NSLDS SMART Grant Award Amount (2) Whole dollar amount with leading zeros. NSLDS SMART Grant School Year (2) NSLDS SMART Grant Classification of Instructional Programs Code (2) NSLDS SMART Grant Sequence Code (2) NSLDS SMART Grant Sequence Number (3)
Numeric Blank 01 to 03 Blank
Field # 424 425 426
Start 2377 2385 2387
End 2384 2386 2394
Length 8 2 8
Field Name NSLDS SMART Grant School Code (3) NSLDS SMART Grant Transaction Number (3) NSLDS SMART Grant Last Update Date (3)
Valid Content Numeric Blank Numeric Blank Numeric (CCYYMMDD) N/A Blank Numeric Blank
Numeric Blank 01 to 06 Blank D = Defaulted R = Recent T = Discharged F = Fraud Blank # N Blank Alpha Code See NSLDS Loan Program Codes Table in the Processing Codes section of this technical reference. 000000 to 999999 Blank Alpha Code See NSLDS Loan Current Status Codes Table in the Processing Codes section of this technical reference. Format is CCYYMMDD Blank
Field # 439
Start 2440
End 2445
Field Name NSLDS Loan (1) Aggregate Principal Balance NSLDS Loan (1) Principal Balance Date
Valid Content 000000 to 999999 N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric N/A Blank Alpha N/A Blank Numeric N/A Blank Numeric N/A Blank Alpha/Numeric N/A Blank P = PLUS denial H = Health Professional B = Both N = Neither Y = Yes N = No 000000 to 999999 N/A Blank Numeric (CCYYMMDD) N/A Blank 01 to 06 Blank D = Defaulted R = Recent T = Discharged F = Fraud Blank # N Blank
Field # 455
Start 2515
End 2516
Field Name NSLDS Loan (2) Program Code
Valid Content Alpha Code See NSLDS Loan Program Codes Table in the Processing Codes section of this technical reference. 000000 to 999999 Blank Alpha Code See NSLDS Loan Current Status Codes Table in the Processing Codes section of this technical reference. Format CCYYMMDD Blank 000000 to 999999 N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric N/A Blank Alpha N/A Blank Numeric N/A Blank Numeric N/A Blank Alpha/Numeric N/A Blank P = PLUS denial H = Health Professional B = Both N = Neither Y = Yes N = No
Field # 470
Start 2590
End 2595
Field Name NSLDS Loan (2) Disbursement Amount NSLDS Loan (2) Disbursement Date
Valid Content 000000 to 999999 N/A Blank Numeric (CCYYMMDD) N/A Blank 01 to 06 Blank D = Defaulted R = Recent T = Discharged F = Fraud Blank # N Blank Alpha Code See NSLDS Loan Program Codes Table in the Processing Codes section of this technical reference. 000000 to 999999 Blank Alpha Code See NSLDS Loan Current Status Codes Table in the Processing Codes section of this technical reference. Format is CCYYMMDD Blank 000000 to 999999 N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric N/A Blank Alpha N/A Blank
Field # 485
Start 2662
End 2669
Field Name NSLDS Loan (3) School Code NSLDS Loan (3) Contact Code NSLDS Loan (3) Grade Level NSLDS Loan (3) Additional Unsubsidized Flag NSLDS Loan (3) Capitalized Interest Flag NSLDS Loan (3) Disbursement Amount NSLDS Loan (3) Disbursement Date
Valid Content Numeric N/A Blank Numeric N/A Blank Alpha/Numeric N/A Blank P = PLUS denial H = Health Professional B = Both N = Neither Y = Yes N = No 000000 to 999999 N/A Blank Numeric (CCYYMMDD) N/A Blank 01 to 06 Blank D = Defaulted R = Recent T = Discharged F = Fraud Blank # N Blank Alpha Code See NSLDS Loan Program Codes Table in the Processing Codes section of this technical reference. 000000 to 999999 Blank Alpha Code See NSLDS Loan Current Status Codes Table in the Processing Codes section of this technical reference. Format is CCYYMMDD Blank 000000 to 999999 N/A Blank
Field # 500
Start 2725
End 2732
Field Name NSLDS Loan (4) Principal Balance Date
Valid Content Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric N/A Blank Alpha N/A Blank Numeric N/A Blank Numeric N/A Blank Alpha/Numeric N/A Blank P = PLUS denial H = Health Professional B = Both N = Neither Y = Yes N = No 000000 to 999999 N/A Blank Numeric (CCYYMMDD) N/A Blank 01 to 06 Blank D = Defaulted R = Recent T = Discharged F = Fraud Blank # N Blank
Field # 515
Start 2794
End 2795
Valid Content Alpha Code See NSLDS Loan Program Codes Table in the Processing Codes section of this technical reference. 000000 to 999999 Blank Alpha Code See NSLDS Loan Current Status Codes Table in the Processing Codes section of this technical reference. Format is CCYYMMDD Blank 000000 to 999999 N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric (CCYYMMDD) N/A Blank Numeric N/A Blank Alpha N/A Blank Numeric N/A Blank Numeric N/A Blank Alpha/Numeric N/A Blank P = PLUS denial H = Health Professional B = Both N = Neither Y = Yes N = No
Field # 530
Start 2869
End 2874
Field Name NSLDS Loan (5) Disbursement Amount NSLDS Loan (5) Disbursement Date
Field # 545
Start 2941
End 2948
Field Name NSLDS Loan (6) School Code NSLDS Loan (6) Contact Code NSLDS Loan (6) Grade Level NSLDS Loan (6) Additional Unsubsidized Flag NSLDS Loan (6) Capitalized Interest Flag NSLDS Loan (6) Disbursement Amount NSLDS Loan (6) Disbursement Date
Valid Content Numeric N/A Blank Numeric N/A Blank Alpha/Numeric N/A Blank P = PLUS denial H = Health Professional B = Both N = Neither Y = Yes N = No 000000 to 999999 N/A Blank Numeric (CCYYMMDD) N/A Blank
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