U.S.

Department of Education

SPECIFICATIONS FOR SOFTWARE DEVELOPERS

ACADEMIC YEAR 2007-2008

VERSION 1.0

August 15, 2006

Summary of Updates

Revision Date Changes

08/15/2006 Draft specifications issued.

08/25/2006 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 Version 1.0
Introduction – Page 1 08/15/2006

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. Valid Field Definitions (11 pages)

2. Model Determination (5 pages)
3. Complete Assumptions (13 pages)
4. Simplified Needs Test (5 pages)
5. Complete Reject Edits (13 pages)
6. Determination of Formula Type (4 pages)
7. Expected Family Contribution Formula Calculation (43 pages)
8. 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 [email protected] or at (301) 572-0263.
2007-2008 Developers Specifications Version 1.0
Summary of System Changes – Page 1 08/15/2006

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).

Complete Assumptions

• No changes have been made to the Complete Assumption edits.

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 Version 1.0
Summary of System Changes – Page 2 08/25/2006

Formula Calculations

• 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

FIELD NUMBER/NAME LENGTH VALID FIELD CONTENT EDIT PROCEDURES

_________________________________________________________________________________________________________________________________________________________________

01 Last Name 16 Blank or Valid characters for name: If non-blank, first character must be A through Z
Alpha/numeric (A-Z) (0-9) and second character must be non-numeric. Correct by
. (period) left justifying last name if present.
' (apostrophe)
- (dash)

02 First Name 12 Blank or characters listed above. Correct by replacing first name as it appears on
application or set to blank. Left justify. If non-
blank, first character must be A through Z.

03 Middle Initial 1 Blank or Alpha (A-Z). Correct by replacing middle initial as it appears
on application or set to blank. Left justify.

04 Street Address 35 Blank or valid characters for address: For street address and city:
(student permanent mailing address) Alpha/numeric (A-Z) (0-9) Set non-valid characters to blank. Left justify.
. (period)
' (apostrophe)
- (dash)
/ (slash)
# (number)
@ (at)
% (percent or care of)
& (ampersand)
, (comma)

05 City 16 Blank or characters listed above. Left Justify

(student permanent mailing address)

06 Mailing State 2 Blank or valid alpha postal code. For specific State codes, If numeric, invalid, or illegible, set to blank.
(mailing address) see list that follows these edits.

07 Zip Code 5 All blank or all numeric; 00000-99999.

08 Social Security Number 9 All numeric (except all zeroes).

001-01-0001 - 999-99-9999

09 Date of Birth 8 All blank or all numeric in CCYYMMDD format where Set DOB to blank if month, day, century or year
MM = 01-12, DD = 01-31, CC = 19, YY = 00-99. is blank, illegible, or invalid.

10 Student's Permanent Telephone 10 All blank or all numeric; If less than 10 digits, invalid, or
Number 0000000000-9999999999 illegible, set to blank.

11 Student's Driver's License Number 20 All blank or valid characters: If less than 20 characters, left justify.
Alpha/numeric (A-Z) (0-9) Set invalid characters to blank.

1
 2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

FIELD NUMBER/NAME LENGTH VALID FIELD CONTENT EDIT PROCEDURES

_________________________________________________________________________________________________________________________________________________________________

- (dash), or * (asterisk)

12 Student's Driver's License State 2 Blank or valid alpha postal code. For specific State codes, If blank, numeric, invalid, or illegible,
see list that follows these edits. set to blank.

13 Student’s E-Mail Address 50 0-9, Uppercase A to Z, Lowercase a to z, Space, Period,

Apostrophe, Dash, Number Sign, At Sign, Percent,
Ampersand, Slash, Comma, Underscore, Blank

14 Citizenship 1 Blank, 1, 2, or 3. Set multiple responses to blank.

1 = U. S. Citizen
2 = Eligible non-citizen
3 = Neither 1 or 2

15 Alien Registration Number 9 Blank or 000000001 - 999999999. If number is less than 7 digits or greater than 9
digits, set it to blank. If number is 7 digits,
add two preceding zeroes. If number is 8 digits,
add one preceding zero.
Set 000000000 to blank.

16 Student's Marital Status 1 Blank, 1, 2 or 3. Set multiple response to blank.

1 = (unmarried (single, divorced,widowed))
2 = (married/remarried)
3 = (separated)

! 17 Student's Marital Status Date 6 190001-200812 Set to blank if month, century or year is blank,
All blank or all numeric in CCYYMM format where illegible, or invalid.
MM = 01-12, CC = 19-20, YY = 00-99.

18 Student's State of Legal Residence 2 Blank or valid two letter postal code. See attached list. If numeric, invalid, or illegible, set to blank.

19 Student Legal Resident Before 1/1/02 1 Blank, 1 or 2. Set multiple responses to blank.
1 = Yes
2 = No

! 20 Student's Legal Residence Date 6 190001-200812 Set to blank if month, century or year is blank,
All blank or all numeric in CCYYMM format where illegible, or invalid.
MM = 01-12, CC = 19-20, YY = 00-99.

21 Are You Male 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

22 Selective Service Registration 1 Blank, 1 or 2. Set multiple responses to blank.

2
 2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

FIELD NUMBER/NAME LENGTH VALID FIELD CONTENT EDIT PROCEDURES

_________________________________________________________________________________________________________________________________________________________________

1 = Yes
2 = No
23 Degree/Certificate 1 Blank, 1-9. Set multiple responses to blank.
For specific codes see list that follows these edits.

24 Grade Level in College 1 Blank, 0, 1, 2, 3, 4, 5, 6 or 7. Set multiple responses to blank.

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

25 Enrollment Status 1 Blank, 1-5. Set multiple responses to blank.

1 = Full time
2 = ¾ time
3 = ½ time
4 = Less than ½ time
5 = Don’t Know

! 26 Types of Aid Interested in Receiving 1 Blank, 1, 2, 3, 4, or 5 Set multiple responses to blank.

1 = Work Study
2 = Loans
3 = Both Work Study and Loans
4 = Neither
5 = Don’t Know

27 High School Diploma or GED 1 Blank, 1 or 2. Set multiple responses to blank.

Received 1 = Yes
2 = No

28 Bachelor's Degree 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

29 Father's Highest Educational Level 1 Blank, 1, 2, 3, or 4. Set multiple responses to blank.

1 = Middle School/Jr. High
2 = High School
3 = College or beyond
4 = Unknown

30 Mother's Highest Educational Level 1 Blank, 1, 2, 3, or 4. Set multiple responses to blank.

3
 2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

FIELD NUMBER/NAME LENGTH VALID FIELD CONTENT EDIT PROCEDURES

_________________________________________________________________________________________________________________________________________________________________

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

32 Student's Tax Return Status 1 Blank, 1, 2, or 3. Set multiple responses to blank.

1 = Already completed
2 = Will file
3 = Will not file

33 Student’s Type of Tax Return 1 Blank, 1, 2, 3 or 4 Set multiple responses to blank.

1 = 1040
2 = 1040A/EZ
3 = Foreign tax return
4 = Trust Territory tax return

34 Student Eligible for 1040A/EZ 1 Blank, 1, 2, or 3 Set multiple responses to blank.

1 = Yes
2 = No
3 = Don’t know

35 Student's AGI 6 Blank or -999999 - 999999.

36 Student's Taxes Paid 5 Blank or 00000 – 99999. Set to positive if negative is given.

37 Student's Exemptions 2 Blank or 00 - 99. Set to positive if negative is given.

If greater than 99, set to 99.

38 Student's Income 6 Blank or -999999 - 999999.

39 Spouse's Income 6 Blank or -999999 - 999999.

40 Student's Income from Worksheet A 5 Blank or 00000 - 99999. Set to positive if negative is given.

41 Student's Income from Worksheet B 5 Blank or 00000 - 99999. Set to positive if negative is given.

42 Student's Income from Worksheet C 5 Blank or 00000 - 99999. Set to positive if negative is given.

43 Student's Cash, Savings, and Checking 6 Blank or 000000 - 999999. Set to positive if negative is given.

4
 2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

FIELD NUMBER/NAME LENGTH VALID FIELD CONTENT EDIT PROCEDURES

_________________________________________________________________________________________________________________________________________________________________

44 Student's Real Estate/Investment Net 6 Blank or 000000 - 999999. Set to positive if negative is given.
Worth

45 Student's Business/Farm Net Worth 6 Blank or 000000 - 999999. Set to positive if negative is given.

46 Veteran's Benefits Months 2 Blank or 00 - 12. If greater than 12, set to 12.

47 Veteran's Benefits Amount 4 Blank or 0000 - 9999.

48 Born Before 1/1/84 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

49 Graduate or Professional Student 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

50 Is Student Married 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

51 Do You Have Children 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

52 Dependents Other Than Children/ 1 Blank, 1 or 2. Set multiple responses to blank.

Spouse 1 = Yes
2 = No

53 Orphan or Ward of the Court 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

! 54 Active Duty Military 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

55 Veteran Status 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

56 Parents' Marital Status 1 Blank, 1, 2, 3 or 4 Set multiple responses to blank.

1 = (married/remarried)

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 2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

FIELD NUMBER/NAME LENGTH VALID FIELD CONTENT EDIT PROCEDURES

_________________________________________________________________________________________________________________________________________________________________

2 = (single)
3 = (separated/divorced)
4 = (widowed)

! 57 Parents' Marital Status Date 6 190001-200812 Set to blank if month, century or year is blank,
All blank or all numeric in CCYYMM format where illegible, or invalid.
MM = 01-12, CC = 19-20, YY = 00-99.

58 Father’s SSN 9 Blank or all numeric

000-00-0000 - 999-99-9999

59 Father’s Last Name 16 Blank or Valid characters for name: If non-blank, first position must be A through Z.
Alpha/numeric (A-Z) (0-9) Correct by left justifying last name if present.
. (period)
' (apostrophe)
- (dash)

60 Father’s First Initial 1 Blank or Alpha (A-Z).

61 Father’s Date of Birth 8 19000101-19991231 Set DOB to blank if month, day, century or year
All blank or all numeric in CCYYMMDD format where is blank, illegible, or invalid.
MM = 01-12, DD = 01-31, CC = 19, YY = 00-99.

62 Mother’s SSN 9 Blank or all numeric

000-00-0000 - 999-99-9999

63 Mother’s Last Name 16 Blank or Valid characters for name: If non-blank, first position must be A through Z.
Alpha/numeric (A-Z) (0-9) Correct by left justifying last name if present.
. (period)
' (apostrophe)
- (dash)

64 Mother’s First Initial 1 Blank or Alpha (A-Z).

65 Mother’s Date of Birth 8 19000101-19991231 Set DOB to blank if month, day, century or year
All blank or all numeric in CCYYMMDD format where is blank, illegible, or invalid.
MM = 01-12, DD = 01-31, CC = 19, YY = 00-99.

66 Parents' Number of Family Members 2 Blank or 00 - 99. Set to positive if negative is given.
If greater than 99, set to 99.

67 Parents' Number in College 1 Blank or 0 - 9. Set to positive if negative is given.

If greater than 9, set to 9.

6
 2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

FIELD NUMBER/NAME LENGTH VALID FIELD CONTENT EDIT PROCEDURES

_________________________________________________________________________________________________________________________________________________________________

68 Parents' State of Legal Residence 2 Blank or valid two letter postal code. For specific State Determine from application.
codes, see list that follows these edits.

69 Parents Legal Residents Before 1/1/02 1 Blank, 1 or 2. Set multiple responses to blank.

! 70 Parents' Legal Residence Date 6 190001-200812 Set to blank if month, century or year is blank,
All blank or all numeric in CCYYMM format where illegible or invalid.
MM = 01-12, CC= 19-20, YY = 00-99.

! 71 Parents’ SSI Benefits 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

! 72 Parents’ Food Stamps 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

! 73 Parents’ Free/Reduced Price Lunch 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

! 74 Parents’ TANF Benefits 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

! 75 Parents’ WIC Benefits 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

76 Parents' Tax Return Status 1 Blank, 1, 2 or 3. Set multiple responses to blank.

1 = Already completed
2 = Will file
3 = Will not file

77 Parents’ Type of Tax Return 1 Blank, 1, 2, 3 or 4 Set multiple responses to blank.

1 = 1040
2 = 1040A/EZ
3 = Foreign tax return
4 = Trust Territory tax return

78 Parents’ Eligible for 1040A/EZ 1 Blank, 1, 2, or 3 Set multiple responses to blank.

1 = Yes
2 = No
3 = Don’t know

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 2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

FIELD NUMBER/NAME LENGTH VALID FIELD CONTENT EDIT PROCEDURES

_________________________________________________________________________________________________________________________________________________________________

79 Parents' AGI 6 Blank or -999999 - 999999.

80 Parents' Taxes Paid 6 Blank or 000000 - 999999. Set to positive if negative is given.

81 Parents' Exemptions 2 Blank or 00 - 99. Set to positive if negative is given.

If greater than 99, set to 99.

82 Father's Income 6 Blank or -999999 - 999999.

83 Mother's Income 6 Blank or -999999 - 999999.

84 Parents’ Income From Worksheet A 5 Blank or 00000 - 99999. Set to positive if negative is given.

85 Parents’ Income From Worksheet B 5 Blank or 00000 - 99999. Set to positive if negative is given.

86 Parents’ Income From Worksheet C 5 Blank or 00000 - 99999. Set to positive if negative is given.

87 Parents' Cash, Savings, and Checking 6 Blank or 000000 - 999999. Set to positive if negative is given.

88 Parents' Real Estate/Investment Net Worth 6 Blank or 000000 - 999999. Set to positive if negative is given.

89 Parents' Business/Farm Net Worth 6 Blank or 000000 - 999999. Set to positive if negative is given.

90 Student's Number of Family Members 2 Blank or 01 - 99. Set to positive if negative is given.
If greater than 99, set to 99.

91 Student's Number in College 1 Blank or 1 - 9. Set to positive if negative is given.

If greater than 9, set to 9.

! 92 Student’s SSI Benefits 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

! 93 Student’s Food Stamps 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

! 94 Student’s Free/Reduced Price Lunch 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

! 95 Student’s TANF Benefits 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes

8
 2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

FIELD NUMBER/NAME LENGTH VALID FIELD CONTENT EDIT PROCEDURES

_________________________________________________________________________________________________________________________________________________________________

2 = No

! 96 Student’s WIC Benefits 1 Blank, 1 or 2. Set multiple responses to blank.

1 = Yes
2 = No

97.a College Choices 6 Blank or 000000-099999.

st
97.c 0, B, E, and G valid for 1 position.
97.e
97.g
97.i
97.k

97.b HousingStatus 1 Blank, 1-3.

97.d 1 = On-Campus
97.f 2 = Off-Campus
97.h 3 = With Parent
97.j
97.l

! 98 Date Completed 8 20070101-20081231 Set to blank if multiple responses checked in

Blank or all numeric in CCYYMMDD format, where year.
MM = 01-12, DD = 01-31, CC = 20, YY = 07-08.

99 Signed By 1 Blank, A, P or B. Determine from application.

A = Signed by Applicant
P = Signed by Parent
B = Signed by Applicant and Parent

FORMAT INSTRUCTIONS

Key only the dollar amount of any financial field, subject to right justify and left zero fill.

Set to negative nines (-99999) when a negative amount is given that is larger than what the field allows.

Set to positive nines (99999) when a positive amount is given that is larger than what the field allows.

9
 2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

STATE CODES

ALABAMA AL
ALASKA AK NEVADA NV
ALBERTA AB NEW BRUNSWICK NB
AMERICAN SAMOA AS NEWFOUNDLAND NF
ARIZONA AZ NEW HAMPSHIRE NH
ARKANSAS AR NEW JERSEY NJ
BRITISH COLUMBIA BC NEWFOUNDLAND/LABRADOR NL
CALIFORNIA CA NEW MEXICO NM
CANADA CN NUNAVUT NU
COLORADO CO NEW YORK NY
CONNECTICUT CT NORTH CAROLINA NC
DELAWARE DE NORTH DAKOTA ND
DISTRICT OF COLUMBIA DC NORTHERN MARIANAS MP
FEDERATED STATES OF NORTHWEST TERRITORIES NT
MICRONESIA FM NOVA SCOTIA NS
FLORIDA FL OHIO OH
FOREIGN COUNTRY FC OKLAHOMA OK
GEORGIA GA ONTARIO ON
GUAM GU OREGON OR
HAWAII HI PENNSYLVANIA PA
IDAHO ID PRINCE EDWARD ISLAND PE
ILLINOIS IL PUERTO RICO PR
INDIANA IN QUEBEC PQ, QC
IOWA IA REPUBLIC OF PALAU PW
KANSAS KS RHODE ISLAND RI
KENTUCKY KY SASKATCHEWAN SK
LOUISIANA LA SOUTH CAROLINA SC
MAINE ME SOUTH DAKOTA SD
MANITOBA MB TENNESSEE TN
MARSHALL ISLAND MH TEXAS TX
MARYLAND MD UTAH UT
MASSACHUSETTS MA VERMONT VT
MEXICO MX VIRGIN ISLANDS VI
MICHIGAN MI VIRGINIA VA
* MILITARY LOCATIONS: AA WASHINGTON WA
AE WEST VIRGINIA WV
AP WISCONSIN WI
MINNESOTA MN WYOMING WY
MISSISSIPPI MS YUKON YT
MISSOURI MO
MONTANA MT
NEBRASKA NE
* Codes are valid for mailing state only.

10
2007-2008 VALID FIELD DEFINITIONS AND EDITING SPECIFICATIONS Version 1.0
08/15/2006

DEGREE/CERTIFICATE CONVERSIONS

Degree/Certificate
Code Literal
---------------------------------------------------------

1 1ST BA
2 2ND BA
3 ASSOC. TECHNICAL
4 ASSOC. GENERAL
5 CERT/DIPLOMA
6 CERT/DIPLOMA 2 YR
7 TEACHING
8 GRAD/PROF
9 OTHER/UNDECIDED

11
2007-2008 Developers Specifications Version 1.0
Model Determination – Page 1 08/15/2006

MODEL DETERMINATION

The result of completing the model determination edits is to determine if applicants are dependent on
their parents for financial support or if they can be considered independent from their parents. The
determination of dependency status is critical to the rest of the application process; therefore, it is
essential to perform this step first.

When performing the following edits to determine model, use reported data only. No assumptions
should be made except those included in these edits. If multiple responses are given for a data
element, set the field to blank.

Invalid date of birth is defined as follows:

- Month is less than 01 or greater than 12

- Day is out of following range:

Month Valid Day Range

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

Date of Birth year equal to current year is considered valid for these edits.
2007-2008 Developers Specifications Version 1.0
Model Determination – Page 2 08/15/2006

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

Procedure: Assume "Yes" for Born Before 1/1/84.

EDIT 1002 !

Condition: 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.

Procedure: Assume "No" for Born Before 1/1/84.

EDIT 1003

Condition: Born Before 1/1/84 is blank, and Date of Birth is blank or invalid.

Procedure: Assume "No" for Born Before 1/1/84.

EDIT 1004

Condition: Is Student Married is blank or "No," and Student's Marital Status is married or
separated.

Procedure: Assume Yes for Is Student Married.

EDIT 1005

Condition: Is Student Married is blank or "Yes," and Student's Marital Status is unmarried.

Procedure: Assume No for Is Student Married.

2007-2008 Developers Specifications Version 1.0
Model Determination – Page 3 08/15/2006

EDIT 1006

Condition: Is Student Married is blank, or "Yes," Student's Marital Status is blank and
Student's Number of Family Members is 01 or blank.

Procedure: Assume No for Is Student Married.

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."

Procedure: 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”).

Procedure: 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.

Procedure: Assume Yes for Is Student Married.

2007-2008 Developers Specifications Version 1.0
Model Determination – Page 4 08/15/2006

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.

Procedure: Assume No for Is Student Married.

EDIT 1011

Condition: Is Student Married is blank or "No" Student's Marital Status is blank, Student's
Family Members is greater than 02, and Spouse's Income is non-blank and non-
zero.

Procedure: Assume Yes for Is Student Married.

EDIT 1012

Condition: Is Student Married is blank or "Yes," Student's Marital Status is blank, Student's
Family Members is greater than 02, and Spouse's Income is blank or zero.

Procedure: 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.

Procedure: 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 Version 1.0
Model Determination – Page 5 08/15/2006

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".

Procedure: Set application model to Independent.

EDIT 1015

Condition: For records not meeting the above edit.

Procedure: Set application model to Dependent.

EDIT 1016

Condition: Application model is Dependent and Dependency Override code is set to 1.

Procedure: Set application model to Independent.

2007-2008 Developers Specifications Version 1.0
Complete Assumptions - Page 1 08/15/2006

COMPLETE ASSUMPTIONS FOR FORMULA CALCULATIONS

Assumption edits should be performed in the order presented below. Once a value has been
assumed for a data field, the assumed value should be used for subsequent edits, which use that
data field.

PARENTS' DATA ELEMENTS

EDIT 2001

Condition: Parents' Marital Status is blank and Parents' Number of Family Members is 3 or
greater.

Procedure: Assume Parents' Marital Status is married.

EDIT 2002

Condition: Parents' Marital Status is blank and Parents' Number of Family Members is 2.

Procedure: Assume Parents' Marital Status is single.

EDIT 2003

Condition: Parents' Number of Family Members is blank, 1, or 2 and Parents' Marital Status
is married.

Procedure: Assume Parents' Number of Family Members is 3.

EDIT 2004

Condition: Parents' Number of Family Members is blank or 1 and Parents' Marital Status is
single, separated/divorced, or widowed.

Procedure: Assume Parents' Number of Family Members is 2.

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EDIT 2005

Condition: Parents' Number in College is blank.

Procedure: Assume Parents' Number in College is 1.

EDIT 2006

Condition: Parents' Number in College is equal to Parents' Number of Family Members, both
are greater than 1, and FAA Adjustment Flag is not set to 1.

Procedure: Assume Parents' Number in College is 1.

EDIT 2007

Condition: Parents' Number in College is greater than 6.

Procedure: Assume Parents' Number in College is 1.

EDIT 2008

Condition: Parents’ Number in College re-entered as greater than 6 on correction record.

Procedure: Make no assumption for Parents’ Number in College.

EDIT 2009

Condition: Parents' Number in College is greater than Parents' Number of Family Members.

Procedure: Assume Parent's Number in College is 1.

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EDIT 2010

Condition: Parents’ Number in College is greater than Parents’ Number of Family Members
minus 2, Parents’ Marital Status is married, and FAA Adjustment Flag is not set
to 1.

Procedure: Assume Parents’ Number in College is equal to Parents’ Number of Family

Members minus 2.

EDIT 2011

Condition: Parents' AGI is blank or zero, ((Parents’ Type of Tax Return is non-blank) or
(Type of Tax Return is blank and Parents’ Tax Return Status is filed or will file)),
and Father's Income or Mother's Income is positive or negative.

Procedure: Assume Parents' AGI is equal to sum of Father's Income plus Mother's Income.
(If sum of earnings is greater than 6 digits, use 999999 or -999999.)

EDIT 2012

Condition: Parents’ AGI is re-entered as zero on a correction record.

Procedure: Make no assumption for Parents’ AGI.

EDIT 2013

Condition: Parents' AGI is positive, Parents' Tax Return Status is will not file, and Father's
Income and Mother's Income are blank or zero.

Procedure: Assume Father's Income is equal to Parents' AGI.

Determination of tax filing status:

EDIT 2014

Condition: Parents' Type of Tax Return is non-blank.

Procedure: Assume parents' tax filing status is tax filer.

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EDIT 2015

Condition: Parents’ Tax Return Status is filed or will file and Parents’ Type of Tax Return is
blank.

Procedure: Assume parents’ tax filing status is tax filer.

EDIT 2016

Condition: Parents' AGI is positive or negative, Parents' Tax Return Status is blank, and
Parents’ Type of Tax Return is blank.

Procedure: Assume parents' tax filing status is tax filer.

EDIT 2017

Condition: Parents' Tax Return Status is will not file and Parents’ Type of Tax Return is
blank.

Procedure: Assume parents' tax filing status is non-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.

Procedure: Assume parents' tax filing status is non-tax filer.

EDIT 2019

Condition: Parents' Taxes Paid is blank and Parents' tax filing status is tax filer.

Procedure: Assume zero for Parents' Taxes Paid.

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EDIT 2020

Condition: Father's Income is blank, Mother's Income is blank or zero, and Parents' AGI is
non-blank and non-zero.

Procedure: Assume Father's Income equals Parents' AGI.

EDIT 2021

Condition: Mother's Income is blank, Father's Income is zero, and Parents' AGI is non-blank
and non-zero.

Procedure: Assume Mother's Income equals Parents' AGI.

EDIT 2022

Condition: Father's Income is negative and parents' tax filing status is non-tax filer.

Procedure: Assume same positive value for Father's Income.

EDIT 2023

Condition: Mother's Income is negative and parents' tax filing status is non-tax filer.

Procedure: Assume same positive value for Mother's Income.

EDIT 2024

Condition: Parents' Income from Worksheet C is greater than zero, and greater than 90% of
the sum* of:
(Parents' AGI plus Parents' Income from Worksheet A plus Parents’ Income from
Worksheet B if Parents' Tax Filling Status is tax filer)
or
(Father's Income plus Mother's Income plus Parents' Income from Worksheet A
plus Parents’ Income from Worksheet B if Parents' Tax Filling Status is non-tax
filer)

* use zero if any value in the calculation is negative or blank.

Procedure: Assume zero for Parents' Income from Worksheet C.

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EDIT 2025

Condition: Parents’ Income from Worksheet C re-entered as greater than 90% of the sum of
total income on a correction record.

Procedure: Make no assumption for Parents’ Income from Worksheet C.

STUDENT & SPOUSE DATA ELEMENTS

EDIT 2026

Condition: Citizenship is blank and Alien Registration Number is non-blank and valid.

Procedure: Assume Citizenship is eligible non-citizen.

EDIT 2027

Condition: Citizenship is ((blank) or (eligible non-citizen and Alien registration number is

blank)) and (SSN Match Flag is 4 and SSA citizenship status code is A or blank).

Procedure: Assume Citizenship is citizen.

EDIT 2028

Condition: Independent, Student's Marital Status is blank, and Student's Number of Family
Members is 1.

Procedure: Assume Student's Marital Status is unmarried.

EDIT 2029

Condition: Independent, Student's Marital Status is blank, Student's Number of Family

Members is 2, Do You Have Children is “No”, and Legal Dependents Other Than
Spouse is "No".

Procedure: Assume Student's Marital Status is married.

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EDIT 2030

Condition: Independent, Student's Marital Status is blank, Student's Number of Family

Members is 2, (Do You Have Children is “Yes”) or (Legal Dependents Other
Than Spouse is "Yes").

Procedure: Assume Student's Marital Status is unmarried.

EDIT 2031

Condition: Independent, Student's Marital Status is blank, Student's Number of Family

Members is 2, and Spouse's Income is non-blank and non-zero.

Procedure: Assume Student's Marital Status is married.

EDIT 2032

Condition: Independent, Student's Marital Status is blank, Student's Number of Family

Members is 2, and Spouse's Income is blank or zero.

Procedure: Assume Student's Marital Status is unmarried.

EDIT 2033

Condition: Independent, Student's Marital Status is blank, Student's Number of Family

Members is greater than 2, and Spouse's Income is non-blank and non-zero.

Procedure: Assume Student's Marital Status is married.

EDIT 2034

Condition: Independent, Student's Marital Status is blank, Student's Number of Family

Members is greater than 2, and Spouse's Income is blank or zero.

Procedure: Assume Student's Marital Status is unmarried.

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EDIT 2035

Condition: Independent, Student's Number of Family Members is blank, and Student's

Marital Status is married.

Procedure: Assume Student's Number of Family Members is 2.

EDIT 2036

Condition: Independent, Student's Number of Family Members is blank, and Student's

Marital Status is unmarried or separated.

Procedure: Assume Student's Number of Family Members is 1.

EDIT 2037

Condition: Independent, Student's Number of Family Members is 1, Student's Marital Status

is married, and Spouse's Income is non-blank and non-zero.

Procedure: Assume Student's Number of Family Members is 2.

EDIT 2038

Condition: Independent, Student's Number of Family Members is greater than 1, Student's

Marital Status is not married, Do You Have Children is “No”, and Legal
Dependents Other Than Spouse is “No”.

Procedure: Assume Student's Number of Family Members is 1.

EDIT 2039

Condition: Independent and Student's Number in College is blank.

Procedure: Assume Student's Number in College is 1.

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EDIT 2040

Condition: Independent, Student's Number in College is equal to Student's Number of Family

Members, and both are greater than 2.

Procedure: Assume Student's Number in College is 1.

EDIT 2041

Condition: Student’s Number in College and Student’s Number of Family Members re-
entered as equal and both greater than 2 on a correction record.

Procedure: Make no assumption for Student’s Number in College.

EDIT 2042

Condition: Independent, Student's Number in College is greater than Student's Number of

Family Members.

Procedure: Assume Student's Number in College is 1.

EDIT 2043

Condition: Dependent, Student's Marital Status is blank.

Procedure: Assume Student's Marital Status is unmarried.

EDIT 2044

Condition: Dependent, Spouse's Income is non-blank and non-zero, and Student's Marital
Status is unmarried.

Procedure: Assume zero for Spouse's Income.

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EDIT 2045

Condition: Student's AGI is blank or zero, ((Student’s Type of Tax Return is non-blank) or
(Type of Tax Return is blank and Student’s Tax Return Status is filed or will
file)), and Student's Income or Spouse's Income is positive or negative.

Procedure: Assume Student's AGI is equal to Student's Income plus Spouse's Income. (If
sum of earnings is greater than 6 digits, use 999999 or -999999.)

EDIT 2046

Condition: Student’s AGI re-entered as zero on a correction record.

Procedure: Make no assumption for Student’s AGI.

EDIT 2047

Condition: Student's AGI is positive, Student's Tax Return Status is will not file, and
Student's Income and Spouse's Income are blank or zero.

Procedure: Assume Student's Income is equal to Student's AGI.

Determination of tax filing status:

EDIT 2048

Condition: Student's Type of Tax Return is non-blank.

Procedure: Assume student's tax filing status is tax filer.

EDIT 2049

Condition: Student’s Tax Return Status is filed or will file and Student’s Type of Tax Return
is blank.

Procedure: Assume student’s tax filing status is tax filer.

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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.

Procedure: Assume student's tax filing status is tax filer.

EDIT 2051

Condition: Student's Tax Return Status is will not file and Student’s Type of Tax Return is
blank.

Procedure: Assume student's tax filing status is non-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.

Procedure: Assume student's tax filing status is non-tax filer.

EDIT 2053

Condition: Student's Taxes Paid is blank and student's tax filing status is tax filer.

Procedure: Assume zero for Student's Taxes Paid.

EDIT 2054

Condition: Dependent, Student's Income is blank, and Student's AGI is non-blank and
non-zero.

Procedure: Assume Student's Income equals Student's AGI.

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EDIT 2055

Condition: Independent, Student's Income is blank, Spouse's Income is blank or zero, and
Student's AGI is non-blank and non-zero.

Procedure: Assume Student's Income equals Student's AGI.

EDIT 2056

Condition: Student's Income is negative and student's tax filing status is non-tax filer.

Procedure: Assume same positive value for Student's Income.

EDIT 2057

Condition: Independent, Spouse’s Income is blank, Student’s Income is zero, Student’s

Marital Status is married, and AGI is non-blank and non-zero.

Procedure: Assume Spouse’s Income is equal to AGI.

EDIT 2058

Condition: Independent, Spouse's Income is negative and student's tax filing status is non-tax
filer.

Procedure: Assume same positive value for Spouse's Income.

EDIT 2059

Condition: Independent, 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 Spouse'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.

Procedure: Assume zero for Student's Income from Worksheet C.

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EDIT 2060

Condition: Independent, Student’s Income from Worksheet C re-entered as equal to or

greater than the sum of total income.

Procedure: 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.

Procedure: 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.

Procedure: Make no assumption for Student’s Income from Worksheet C.

2007-2008 Developers Specifications Version 1.0
Simplified Needs Test - Page 1 08/15/2006

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@).

Procedure: 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@.

Procedure: 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@.

Procedure: Set simplified needs.

@ These values are variables.

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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@.

Procedure: 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).

Procedure: 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.

Procedure: 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.

Procedure: 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.

Procedure: Set Automatic Zero EFC flag.

@ These values are variables.

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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@).

Procedure: 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@.

Procedure: 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@.

Procedure: 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@.

Procedure: Set simplified needs.

@ These values are variables.

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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).

Procedure: 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.

Procedure: 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.

Procedure: 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.

Procedure: Set Automatic Zero EFC flag.

@ These values are variables.

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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).

Procedure: 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.

Procedure: 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.

Procedure: 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.

Procedure: Set Automatic Zero EFC flag.

@ These values are variables.

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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 Reason

2 4001 All income questions blank

4002

1 4003 Family does not qualify for simplified needs test and didn't complete
4004 supplemental data

17 4005 Citizenship status blank or not eligible

13 4006 First and last name blank

N 4007 First or last name blank

18 4009 SSN not on SSA database

R 4010 SSN match but no Date of Birth match

D 4012 SSN match but no Name match

8 4014 SSN match with Date of Death

5 4015 Date of birth blank or invalid

A 4016 Date of birth year is 1900 through 1932

B 4018 Independent status in question because of student's age

12 4020 Parents’ Taxes Paid greater than or equal to AGI

3 4021 Student’s Taxes Paid greater than or equal to AGI

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Code Edit Reason

C 4022 Taxes paid greater than or equal to 40% of AGI (parent, indep. student)
4023

G 4026 Taxes paid greater than or equal to 40% of AGI (dependent student)

10 4028 Marital status and family members blank

4029

W 4030 Number of family member appears high

4032

11 4034 Marital status inconsistent with base year income

4035

15 4036 Parent's signature missing

14 4037 Student’s signature missing

9 4038 Dependent, Father’s and Mother’s SSN blank

6 4039 Father’s SSN not on SSA database

7 4040 Mother’s SSN not on SSA database

S 4041 Father’s SSN match but no Date of Birth match

T 4043 Mother’s SSN match but no Date of Birth match

E 4045 Father’s SSN match but no Name match

F 4047 Mother’s SSN match but no Name match

J 4049 Father’s SSN all zeroes but filed tax return

K 4051 Mother’s SSN all zeroes but filed tax return

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EDIT 4001

Condition: Dependent, and reported values for Parents' AGI, Father's Income, Mother's
Income, Parents' Income from Worksheet A, and Parents' Income from Worksheet
B are all blank.

Procedure: Set reject reason 2.

EDIT 4002

Condition: Independent, and reported values for 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.

Procedure: Set reject reason 2.

EDIT 4003

Condition: Dependent, simplified needs test is not met, automatic zero EFC flag is not set,
and all of reported values for supplemental data fields for parent and student are
blank.

Supplemental data is defined as follows:

Parents'/Student's Cash, Savings and Checking, Parents'/Student's Real

Estate/Investment Net Worth, Parents'/Student's Business/Farm Net Worth.

Procedure: Set reject reason 1.

EDIT 4004

Condition: Independent, simplified needs test is not met, automatic zero EFC flag not set,
and all of reported data for supplemental data fields for students are blank.

Supplemental data is defined as follows:

Student's Cash, Savings and Checking, Student's Real Estate/Investment Net

Worth, Student's Business/Farm Net Worth.

Procedure: Set reject reason 1.

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EDIT 4005

Condition: Citizenship is blank or not eligible.

Procedure: Set reject reason 17.

EDIT 4006

Condition: First Name and Last Name are blank.

Procedure: Set reject reason 13.

EDIT 4007

Condition: One of First Name or Last Name is blank.

Procedure: Set reject reason N.

EDIT 4008

Condition: One of First Name or Last Name is re-entered as blank on a correction record.

Procedure: Suppress reject N.

EDIT 4009

Condition: Student SSN Match Flag equals 1.

Procedure: Set reject reason 18.

EDIT 4010

Condition: Student SSN Match Flag equals 2.

Procedure: Set reject reason R.

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EDIT 4011

Condition: Date of Birth is re-entered as same value on a correction record.

Procedure: Suppress reject R.

EDIT 4012

Condition: Student SSN Match Flag equals 3.

Procedure: Set reject reason D.

EDIT 4013

Condition: First and Last Name are re-entered as same value on a correction record.

Procedure: Suppress reject D.

EDIT 4014

Condition: Student SSN Match Flag equals 5.

Procedure: Set reject reason 8.

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
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Procedure: Set reject reason 5.

EDIT 4016 !

Condition: Date of Birth year is equal to 1900 through 1932 and Student SSN Match Flag is
not equal to 4.

Procedure: Set reject reason A.

EDIT 4017 !

Condition: Date of Birth year is re-entered as same value of 1900 through 1932 on a
correction record.

Procedure: Suppress reject A.

EDIT 4018 !

Condition: 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.

Procedure: Set reject reason B.

EDIT 4019

Condition: Date of Birth is re-entered as same value on a correction record.

Procedure: Suppress reject B.

EDIT 4020

Condition: Dependent and Parents’ Taxes Paid is greater than zero and equal to or greater
than Parents’ AGI.

Procedure: Set reject reason 12.

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EDIT 4021

Condition: Student’s Taxes Paid is greater than zero and equal to or greater than Student’s
AGI.

Procedure: Set reject reason 3.

EDIT 4022

Condition: Dependent and Parents’ Taxes Paid is greater than zero, not equal to or greater
than Parents’ AGI, greater than or equal to 40% of Parents’ AGI, and FAA
Adjustment Flag is not set to 1.

Procedure: Set reject reason C.

EDIT 4023

Condition: Parents’ Taxes Paid is re-entered as same value on a correction record.

Procedure: Suppress reject C.

EDIT 4024

Condition: Independent and Student’s Taxes Paid is greater than zero, not equal to or greater
than Student’s AGI, greater than or equal to 40% of Student’s AGI, and FAA
Adjustment Flag is not set to 1.

Procedure: Set reject reason C.

EDIT 4025

Condition: Student’s Taxes Paid is re-entered as same value on a correction record.

Procedure: Suppress reject C.

2007-2008 Developers Specifications Version 1.0
Complete Reject Edits - Page 8 08/15/2006

EDIT 4026

Condition: Dependent and Student’s Taxes Paid is greater than zero, not equal to or greater
than Student’s AGI, greater than or equal to 40% of Student’s AGI, and FAA
Adjustment Flag is not set to 1.

Procedure: Set reject reason G.

EDIT 4027

Condition: Student’s Taxes Paid is re-entered as same value on a correction record.

Procedure: Suppress reject G.

EDIT 4028

Condition: Dependent, Parents' Marital Status is blank, and Parents' Number of Family
Members is blank or 01.

Procedure: Set reject reason 10.

EDIT 4029

Condition: Independent, Student's Marital Status is blank, and Student's Family Members is
blank.

Procedure: Set reject reason 10.

EDIT 4030

Condition: Dependent, Parents' Number of Family Members is 15 or more, and FAA

Adjustment Flag is not set to 1.

Procedure: Set reject reason W.

2007-2008 Developers Specifications Version 1.0
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EDIT 4031

Condition: Parents’ Number of Family Members is re-entered as the same value on a

correction record.

Procedure: Suppress reject W.

EDIT 4032

Condition: Independent, Student's Number of Family Members is 15 or more, and FAA

Adjustment Flag is not set to 1.

Procedure: Set reject reason W.

EDIT 4033

Condition: Student’s Number of Family Members is re-entered as the same value on a

correction record.

Procedure: Suppress reject W.

EDIT 4034

Condition: Dependent, Father's Income and Mother's Income are both non-zero and non-
blank, Parents' Marital Status is single, separated/divorced, or widowed, and FAA
Adjustment Flag is not set to 1.

Procedure: Set reject reason 11.

EDIT 4035

Condition: Independent, Spouse's Income is non-blank and non-zero, Student's Marital Status
is separated or unmarried, and FAA Adjustment Flag is not set to 1.

Procedure: Set reject reason 11.

2007-2008 Developers Specifications Version 1.0
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EDIT 4036

Condition: Dependent and parent did not sign application.

Procedure: Set reject reason 15.

EDIT 4037

Condition: Student did not sign application.

Procedure: Set reject reason 14.

EDIT 4038

Condition: Dependent and (any one of Father’s SSN, Last Name and Date of Birth is blank)
and (any one of Mother’s SSN, Last Name and Date of Birth is blank).

Procedure: Set reject reason 9.

EDIT 4039

Condition: Dependent, Father’s SSN Match Flag is equal to 1 and Mother’s SSN Match Flag
is not equal to 4.

Procedure: Set reject reason 6.

EDIT 4040

Condition: Dependent, Mother’s SSN Match Flag is equal to 1 and Father’s SSN Match Flag
is not equal to 4.

Procedure: Set reject reason 7.

EDIT 4041

Condition: Dependent, Father’s SSN Match Flag is equal to 2 and Mother’s SSN Match Flag
is not equal to 4.

Procedure: Set reject reason S.

2007-2008 Developers Specifications Version 1.0
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EDIT 4042

Condition: Dependent and Father’s Date of Birth is re-entered as same value on a correction
record.

Procedure: Suppress reject S.

EDIT 4043

Condition: Dependent, Mother’s SSN Match Flag is equal to 2 and Father’s SSN Match Flag
is not equal to 4.

Procedure: Set reject reason T.

EDIT 4044

Condition: Dependent and Mother’s Date of Birth is re-entered as same value on a correction
record.

Procedure: Suppress reject T.

EDIT 4045

Condition: Dependent, Father’s SSN Match Flag is equal to 3 and Mother’s SSN Match Flag
is not equal to 4.

Procedure: 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.

Procedure: Suppress reject E.

2007-2008 Developers Specifications Version 1.0
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EDIT 4047

Condition: Dependent, Mother’s SSN Match Flag is equal to 3 and Father’s SSN Match Flag
is not equal to 4.

Procedure: Set reject reason F.

EDIT 4048

Condition: Dependent and Mother’s Last Name and First Initial are re-entered as same value
on a correction record.

Procedure: 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.

Procedure: Set reject reason J.

EDIT 4050

Condition: Dependent and Father’s SSN is re-entered as same value on a correction record.

Procedure: 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.

Procedure: Set reject reason K.

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EDIT 4052

Condition: Dependent and Mother’s SSN is re-entered as same value on a correction record.

Procedure: Suppress reject K.

2007-2008 Developers Specifications Version 1.0
Determination of Formula Type – Page 1 08/15/2006

The specifications in this section define which EFC formula should be used for the primary or
secondary calculations.

Two calculations, a primary and a secondary, will be performed if an applicant has met the
simplified needs test and has reported supplemental data that matches their model.

For dependent applicants, supplemental data is defined as follows:

Parents'/Student's Cash, Savings and Checking, Parents'/Student's Real Estate/Investment

Net Worth, Parents'/Student's Business/Farm Net Worth.

For independent applicants, supplemental data is defined as follows:

Student's Cash, Savings and Checking, Student's Real Estate/Investment Net Worth,
Student's Business/Farm Net Worth.

When the simplified needs test is met, the simplified calculation will always be the primary
number.

If the automatic zero EFC flag is set to Y, set the primary EFC to 0 (calculate formula type, Total
Income (TI), Student Total Income (STI) and FISAP Total Income (FTI) only and carry on the
record). Do not calculate a secondary EFC or Alternate EFCs.

For all other records, calculate the primary EFC and secondary EFC as described below.

Primary EFC
If the simplified needs test is met. Use the simplified calculation
(formula type 4, 5, or 6).

If the simplified needs test is not met. Use the full data calculation
(formula type 1, 2, or 3).
Secondary EFC
If the simplified needs test is met Use the full data calculation
and the supplemental data has been (formula type 1, 2, or 3).
completed
2007-2008 Developers Specifications Version 1.0
Determination of Formula Type – Page 2 08/15/2006

Determination of EFC Formula Type

Formula #1 - Dependent
Formula #2 - Independent Without Dependents Other Than A Spouse
Formula #3 - Independent With Dependents Other Than A Spouse
Formula #4 - Simplified Dependent
Formula #5 - Simplified Independent Without Dependents Other Than A Spouse
Formula #6 - Simplified Independent With Dependents Other Than A Spouse

For full application data filers:

EDIT 5001

Condition: If model is D.

Procedure: Use Formula #1.

EDIT 5002

Condition: If model is I, and Student's Marital Status is married, and Student's Number of
Family Members is less than or equal to 2.

Procedure: Use Formula #2.

EDIT 5003

Condition: If model is I, and Student's Marital Status is unmarried or separated, and Student's
Number of Family Members equals 1.

Procedure: Use Formula #2.

EDIT 5004

Condition: If model is I, and Student's Marital Status is married, and Student's Number of
Family Members is greater than 2.

Procedure: Use Formula #3.

2007-2008 Developers Specifications Version 1.0
Determination of Formula Type – Page 3 08/15/2006
EDIT 5005

Condition: If model is I, and Student's Marital Status is unmarried or separated, and Student's
Number of Family Members is greater than 1.

Procedure: Use Formula #3.

EDIT 5006

Condition: If model is I and the following fields are non-blank:

- One of Parents' AGI, Father's Income, Mother's Income, Parents' Income
from Worksheet A, Parents' Income from Worksheet B
- Parents' Marital Status
- Parents' Number of Family Members
- Parents' Number in College

Procedure: Calculate Parents' Contribution (PC) using Formula #1, Steps 1-8. If Parents'
AGI is non-blank, assume status is tax filer. If Parents' AGI is blank, assume
status is non-tax filer. If any financial field is blank, assume zero for calculation.

For filers meeting simplified needs test:

EDIT 5007

Condition: If model is D.

Procedure: Use Formula #4.

EDIT 5008

Condition: If model is I, Student's Marital Status is married, and Student's Number of Family
Members is less than or equal to 2.

Procedure: Use Formula #5.

2007-2008 Developers Specifications Version 1.0
Determination of Formula Type – Page 4 08/15/2006

EDIT 5009

Condition: If model is I, Student's Marital Status is unmarried or separated, and Student's

Number of Family Members equals 1.

Procedure: Use Formula #5.

EDIT 5010

Condition: If model is I, Student's Marital Status is married, and Student's Number of Family
Members is greater than 2.

Procedure: Use Formula #6.

EDIT 5011

Condition: If model is I, Student's Marital Status is unmarried or separated, and Student's

Number of Family Members is greater than 1.

Procedure: Use Formula #6.

EDIT 5012

Condition: If model is I and the following fields are non-blank:

- One of Parents' AGI, Father's Income, Mother's Income, Parents' Income
from Worksheet A, Parents' Income from Worksheet B
- Parents' Marital Status
- Parents' Number of Family Members
- Parents' Number in College

Procedure: Calculate Parents' Contribution (PC) using Formula #4, Steps 1-5. If Parents'
AGI is non-blank, assume status is tax filer. If Parents' AGI is blank, assume
status is non-tax filer. If any financial field is blank, assume zero for calculation.
2007-2008 Developers Specifications Version 1.0
EFC Formulas 08/15/2006

2007-2008 EFC Formula Specifications

Guidelines for Computations

1. Use the amounts assumed as values for the fields referred to. If no amount is assumed, use
the reported amount.

2. If any field referred to is blank and has no assumed value, use zero for computation
purposes.

3. Set any negative amounts on the input data to zero for computation purposes.

4. Unless otherwise specified, all calculations should be carried to 3 decimal places and then
rounded to the nearest whole numbers (upward from .500 and downward from .499).
Rounding should be performed after each calculation in the formula. The intermediate value
that is the result of each step will not have any decimal digits.

For example, 4.5 would be rounded to 5; 4.499 would be rounded to 4; -4.5 would be
rounded to -5.
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 1 - DEPENDENT

STEP 1: Total Income (TI)

If parents' tax filing status is tax filer, then sum the following parents' data:

(Parents' AGI + Income From Worksheet A + Income From Worksheet B) - Income From
Worksheet C = TI

If parents' tax filing status is non-tax filer, then sum the following parents' data:

(Father's Income + Mother's Income + Income From Worksheet A + Income From

Worksheet B) - Income From Worksheet C = TI

STEP 2: Allowances Against Total Income (ATI)

! a) State and Other Tax Allowance (STX):

Appropriate rate from table = ST%

Use Parents' State of Legal Residence. If blank or invalid, use Student's State of Legal
Residence. If both fields are blank or invalid, use Mailing State. If all three fields are
blank or invalid, use rates for blank or invalid State.
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 1 - Page 2

2007-2008 State and Other Tax Allowance

Total Income

State 0 - 14,999 15,000 or more

SD, TN, WY 1% 0%

AK, FL, LA, NV, ND, TX, WA 2% 1%

AL, MS, WV 3% 2%

AR, AZ, CO, DE, HI, IN, NH, NM, OK 4% 3%

GA, ID, IL, IA, KS, KY, MI, MO, MT, NE, PA, SC, UT, VA 5% 4%

ME, MA, MN, NC, OH, VT 6% 5%

CA, CT, DC, MD, RI, WI 7% 6%

NJ, NY, OR 8% 7%

BLANK OR INVALID STATE, AA, AE, AP, AS, 3% 2%

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

ST% x TI = STX

If STX is less than zero, set it to zero.

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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 Social Security Tax

0 – 94,200 7.65% of income
94,201 or greater 7,206.30 + 1.45% of amount over 94,200

FSST + MSST = SST

SST will never be less than zero.

! c) Income Protection Allowance (IPA):

Value from table = PIPA (Preliminary IPA)

Family Size Parents' Number in College

(include student) 1 2 3 4 5
2 $15,000 $12,430
3 $18,680 $16,130 $13,560
4 $23,070 $20,510 $17,950 $15,390
5 $27,220 $24,660 $22,100 $19,540 $16,980
6 $31,840 $29,280 $26,720 $24,160 $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.

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EFC FORMULA 1 - 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, 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.

e) If parents' tax filing status is tax filer:

Parents' Taxes Paid + SST + STX + EA + IPA = ATI

If parents' tax filing status is non-tax filer:

SST + STX + EA + IPA = ATI

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EFC FORMULA 1 - Page 5

STEP 3: Available Income (AI)

TI - ATI = AI

AI may be less than zero.

STEP 4: Discretionary Net Worth (DNW)

! a) Adjusted Net Worth of Business/Farm (ANW):

Calculation from table = ANW

Business & Farm Net Worth Adjustment

Net Worth Adjusted Net Worth

of Business/Farm

Less than 1 0
1 – 105,000 40% of Net Worth of Business/Farm
105,001 – 320,000 42,000 plus 50% of NW over 105,000
320,001 – 535,000 149,500 plus 60% of NW over 320,000
535,001 or more 278,500 plus 100% of NW over 535,000

b) Net Worth (NW):

ANW + Parents’ Real Estate/Investment Net Worth + Parents' Cash, Savings, and
Checking = NW

! c) Education Savings and Asset Protection Allowance (APA):

Amount from table = APA

NOTE: If Age of Older Parent is blank, use age 45 on table.

If Age of Older Parent is less than 25, use age 25 on table.

If Age of Older Parent is greater than 65, use age 65 on table.

2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 1 - Page 6

Education Savings and Asset Protection Allowance

Age of Older Parent Allowance - Married Allowance - Single

as of 12/31/2007
25 or less 0 0 0
26 2,500 1,000
27 5,100 2,100
28 7,600 3,100
29 10,200 4,200
30 12,700 5,200
31 15,200 6,300
32 17,800 7,300
33 20,300 8,400
34 22,900 9,400
35 25,400 10,500
36 27,900 11,500
37 30,500 12,600
38 33,000 13,600
39 35,600 14,700
40 38,100 15,700
41 39,100 16,100
42 40,100 16,400
43 41,100 16,800
44 42,100 17,200
45 43,100 17,500
46 44,200 17,900
47 45,300 18,300
48 46,400 18,800
49 47,600 19,200
50 48,700 19,700
51 50,200 20,100
52 51,500 20,500
53 53,000 21,000
54 54,300 21,600
55 55,900 22,100
56 57,300 22,700
57 59,000 23,200
58 60,700 23,900
59 62,500 24,400
60 64,300 25,100
2007-2008 Developers Specifications Version 1.0
08/15/2006
EFC FORMULA 1 - Page 7

Age of Older Parent Allowance - Married Allowance – Single

as of 12/31/2007
61 66,200 25,700
62 68,100 26,400
63 70,400 27,200
64 72,400 27,900
65 or over 74,800 28,700

d) Discretionary Net Worth (DNW):

NW - APA = DNW

DNW may be less than zero.

STEP 5: Parents Contribution From Assets (PCA)

DNW x 12% = PCA

If PCA is less than zero, set it to zero.

STEP 6: Adjusted Available Income (AAI)

AI + PCA = AAI

AAI may be less than zero.

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EFC FORMULA 1 - Page 8

STEP 7: ! Total Parents' Contribution (TPC)

Calculation from table = TPC

AAI Taxation Rates

Parents' AAI Parents' Contribution

-3,410 or less -750
-3,409 - 13,400 22% of AAI
13,401 – 16,800 2,948 + 25% of AAI over 13,400
16,801 – 20,200 3,798 + 29% of AAI over 16,800
20,201 – 23,700 4,784 + 34% of AAI over 20,200
23,701 – 27,100 5,974 + 40% of AAI over 23,700
27,101 or more 7,334 + 47% of AAI over 27,100

If TPC is less than zero, set it to zero.

STEP 8: Parents' Contribution (PC)

TPC / Parents' Number in College = (PC)

STEP 9: Student's Total Income (STI)

If the 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 = STI

If the student's tax filing status is non-tax filer, sum the following student data:

(Student's Income + Income From Worksheet A+ Income From Worksheet B) - Income

From Worksheet C = STI
2007-2008 Developers Specifications Version 1.0
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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 0%

NV, NH, ND 1%

AL, AZ, IL, IN, LA, MS, WV 2%

AR, CO, DE, GA, HI, ID, IA, KS, ME, MI, MO, MT, NE, NM, OK, PA, SC, 3%
UT, VT, VA

CA, CT, KY, MA, MN, NJ, NC, OH, RI, WI 4%

MD, NY, OR 5%

DC 6%

BLANK OR INVALID STATE, AA, AE, AP, AS, 3%

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

STI x ST% = STX

If STX is less than zero, set it to zero.

2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 1 - Page 10

! b) Social Security Tax (SST):

Calculation from table using Student's Income = Student's SST (FSST)

SST Calculation Table

Income Social Security Tax

0 – 94,200 7.65% of income
94,201 or greater 7,206.30 + 1.45% of amount over 94,200

SST will never be less than zero.

c) Negative Adjusted Available Income Offset (AIO)

If Parents’ AAI is negative, set to positive value = AIO

If Parents’ AAI is zero or positive, zero = AIO

! 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

STEP 11: Student's Income Contribution (SIC)

(STI - SATI) x .5 = SIC

If SIC is less than zero, set it to zero.

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EFC FORMULA 1 - Page 11

STEP 12: Discretionary Net Worth of Student (SDNW)

a) Student’s Real Estate/Investment Net Worth + Student’s Business/Farm Net Worth +

Student's Cash, Savings, and Checking = SDNW

STEP 13: ! Student Contribution From Assets (SCA)

SDNW x .20 = SCA

STEP 14: Expected Family Contribution (EFC)

PC + SIC + SCA = EFC

If EFC is greater than 99,999, set it to 99,999.

STEP 15: FISAP Total Income (FTI)

TI + STI = FTI
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 2 - INDEPENDENT WITHOUT 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)

STEP 2: Allowance Against Total Income (ATI)

! a) State and Other Tax Allowance (STX):

Appropriate rate from table = ST%.

Use Student's State of Legal Residence to find State. If Student's State of Legal Residence is
blank or invalid, use Mailing State. If both fields are blank or invalid, use rates for blank or
invalid State.
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 2 - Page 2

2007-2008 State and Other Tax Allowance

AK, FL, SD, TN, TX, WA, WY 0%

NV, NH, ND 1%

AL, AZ, IL, IN, LA, MS, WV 2%

AR, CO, DE, GA, HI, ID, IA, KS, ME, MI, MO, MT, NE, NM, OK, PA, SC, UT, 3%
VT, VA

CA, CT, KY, MA, MN, NJ, NC, OH, RI, WI 4%

MD, NY, OR 5%

DC 6%

BLANK OR INVALID STATE, AA, AE, AP, AS, 3%

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

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 Social Security Tax

0 – 94,200 7.65% of income
94,201 or greater 7,206.30 + 1.45% of amount over 94,200

SST will never be less than zero.

2007-2008 Developers Specifications Version 1.0
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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

STEP 3: Available Income (AI)

TI - ATI = AI

AI may be less than zero.

2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 2 - Page 4

STEP 4: Contribution from Available Income (CAI)

AI x .5 = CAI

CAI may be less than zero.

STEP 5: Net Worth (NW)

! a) Adjusted Net Worth of Business and Farm (ANW):

Calculation from table = ANW

Business/Farm Net Worth Adjustment

Net Worth Adjusted Net Worth

of Business/Farm

Less than 1 0
1 – 105,000 40% of Net Worth of Business/Farm
105,001 – 320,000 42,000 plus 50% of NW over 105,000
320,001 – 535,000 149,500 plus 60% of NW over 320,000
535,001 or more 278,500 plus 100% of NW over 535,000

b) Net Worth (NW):

ANW + Student’s Real Estate/Investment Net Worth + Student's Cash, Savings, and
Checking = NW

STEP 6: ! Asset Protection Allowance (APA)

Amount from table = APA

2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 2 - Page 5

Asset Protection Allowance

Student's Age Allowance - Married Allowance - Single

as of 12/31/2007
25 or less 0 0 0
26 2,500 1,000
27 5,100 2,100
28 7,600 3,100
29 10,200 4,200
30 12,700 5,200
31 15,200 6,300
32 17,800 7,300
33 20,300 8,400
34 22,900 9,400
35 25,400 10,500
36 27,900 11,500
37 30,500 12,600
38 33,000 13,600
39 35,600 14,700
40 38,100 15,700
41 39,100 16,100
42 40,100 16,400
43 41,100 16,800
44 42,100 17,200
45 43,100 17,500
46 44,200 17,900
47 45,300 18,300
48 46,400 18,800
49 47,600 19,200
50 48,700 19,700
51 50,200 20,100
52 51,500 20,500
53 53,000 21,000
54 54,300 21,600
55 55,900 22,100
56 57,300 22,700
57 59,000 23,200
58 60,700 23,900
59 62,500 24,400
60 64,300 25,100
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 2 - Page 6

Student's Age Allowance - Married Allowance – Single

as of 12/31/2007
61 66,200 25,700
62 68,100 26,400
63 70,400 27,200
64 72,400 27,900
65 or over 74,800 28,700

STEP 7: Discretionary Net Worth (DNW)

NW - APA = DNW

DNW may be less than zero.

STEP 8: ! Student's Contribution From Assets (SCA)

DNW x .20 = SCA

If SCA is less than zero, set it to zero.

STEP 9: Expected Family Contribution (EFC)

(CAI + SCA)/Student's Number in College = EFC

If EFC is less than zero, set it to zero.

If EFC is greater than 99,999, set it to 99,999.

STEP 10: FISAP Total Income (FTI)

TI = FTI
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 3 - INDEPENDENT WITH DEPENDENTS OTHER THAN A SPOUSE

STEP 1: Total Income (TI)

If student's tax filing status is tax filer sum the following 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 data:

(Student's Income + Spouse's Income + Income From Worksheet A + Income From

Worksheet B) - Income From Worksheet C = TI)

STEP 2: Allowances Against Total Income (ATI)

! 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 both fields are blank or invalid, use rates for blank or invalid
State.
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 3 - Page 2

2007-2008 State and Other Tax Allowance

Total Income

State 0 - 14,999 15,000 or more

SD, TN, WY 1% 0%

AK, FL, LA, NV, ND, TX, WA 2% 1%

AL, MS, WV 3% 2%

AR, AZ, CO, DE, HI, IN, NH, NM, OK 4% 3%

GA, ID, IL, IA, KS, KY, MI, MO, MT, NE, PA, SC, UT, VA 5% 4%

ME, MA, MN, NC, OH, VT 6% 5%

CA, CT, DC, MD, RI, WI 7% 6%

NJ, NY, OR 8% 7%

BLANK OR INVALID STATE, AA, AE, AP, AS, 3% 2%

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

ST% X TI = STX

If STX is less than zero, set it to zero.

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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 Social Security Tax

0 – 94,200 7.65% of income
94,201 or greater 7,206.30 + 1.45% of amount over 94,200

FSST + MSST = SST

SST will never be less than zero.

! c) Income Protection Allowance (IPA):

Value from table = PIPA (Preliminary IPA)

Family Size Student’s Number in College

(include student) 1 2 3 4 5
2 $15,320 $12,700
3 $19,070 $16,470 $13,850
4 $23,560 $20,940 $18,330 $15,710
5 $27,800 $25,170 $22,570 $19,950 $17,340
6 $32,510 $29,890 $27,290 $24,660 $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 Version 1.0
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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.

e) If student's tax filing status is tax filer:

Student's Taxes Paid + SST + STX + EA + IPA = ATI

If student's tax filing is non-tax filer:

SST + STX + EA + IPA = ATI

STEP 3: Available Income (AI)

TI - ATI = AI

AI may be less than zero.

STEP 4: Discretionary Net Worth (DNW)

! a) Adjusted Net Worth of Business and Farm (ANW):

Calculation from table = ANW

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EFC FORMULA 3 - Page 5

Business/Farm Net Worth Adjustment

Net Worth Adjusted Net Worth

of Business/Farm

Less than 1 0
1 – 105,000 40% of Net Worth of Business/Farm
105,001 – 320,000 42,000 plus 50% of NW over 105,000
320,001 – 535,000 149,500 plus 60% of NW over 320,000
535,001 or more 278,500 plus 100% of NW over 535,000

b) Net Worth (NW):

ANW + Student’s Real Estate/Investment Net Worth + Student's Cash, Savings, and
Checking = NW

! c) Asset Protection Allowance (APA):

Amount from table = APA

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EFC FORMULA 3 - Page 6

Asset Protection Allowance

Student's Age Allowance - Married Allowance - Single

as of 12/31/2007
25 or less 0 0 0
26 2,500 1,000
27 5,100 2,100
28 7,600 3,100
29 10,200 4,200
30 12,700 5,200
31 15,200 6,300
32 17,800 7,300
33 20,300 8,400
34 22,900 9,400
35 25,400 10,500
36 27,900 11,500
37 30,500 12,600
38 33,000 13,600
39 35,600 14,700
40 38,100 15,700
41 39,100 16,100
42 40,100 16,400
43 41,100 16,800
44 42,100 17,200
45 43,100 17,500
46 44,200 17,900
47 45,300 18,300
48 46,400 18,800
49 47,600 19,200
50 48,700 19,700
51 50,200 20,100
52 51,500 20,500
53 53,000 21,000
54 54,300 21,600
55 55,900 22,100
56 57,300 22,700
57 59,000 23,200
58 60,700 23,900
59 62,500 24,400
60 64,300 25,100
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 3 - Page 7

Student's Age Allowance – Married Allowance – Single

as of 12/31/2007
61 66,200 25,700
62 68,100 26,400
63 70,400 27,200
64 72,400 27,900
65 or over 74,800 28,700

d) Discretionary Net Worth (DNW):

NW - APA = DNW

DNW may be less than zero.

STEP 5: ! Student's Contribution from Assets (SCA)

DNW x 7% = SCA

If SCA is less than zero, set it to zero.

STEP 6: Adjusted Available Income (AAI)

AI + SCA = AAI

AAI may be less than zero.

2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 3 - Page 8

STEP 7: ! Total Student's Contribution (TSC)

Calculation from table = TSC

AAI Taxation Rates

Student’s AAI Student's Contribution

-3,410 or less -750
-3,409 - 13,400 22% of AAI
13,401 – 16,800 2,948 + 25% of AAI over 13,400
16,801 – 20,200 3,798 + 29% of AAI over 16,800
20,201 – 23,700 4,784 + 34% of AAI over 20,200
23,701 – 27,100 5,974 + 40% of AAI over 23,700
27,101 or more 7,334 + 47% of AAI over 27,100

If TSC is less than zero, set it to zero.

STEP 8: Expected Family Contribution (EFC)

TSC / Student's Number in College = EFC

If EFC is greater than 99,999, set it to 99,999.

STEP 9: FISAP Total Income (FTI)

TI = FTI
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 4 - SIMPLIFIED DEPENDENT

STEP 1: Total Income (TI)

If parents' tax filing status is tax filer, then sum the following parents data:

(Parents' AGI + Income From Worksheet A + Income From Worksheet B) - Income From
Worksheet C = TI

If parents' tax filing status is non-tax filer, then sum the following parents data:

(Father's Income + Mother's Income + Income From Worksheet A + Income From Worksheet
B) - Income From Worksheet C = TI

STEP 2: Allowances Against Total Income (ATI)

! a) State and Other Tax Allowance (STX):

Appropriate rate from table = ST%.

Use Parents' State of Legal Residence. If Parents' Legal State of Residence is blank or invalid,
use Student's State of Legal Residence. If both fields are blank or invalid, use Mailing State. If
all three fields are blank or invalid, use rates for blank or invalid State.
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EFC FORMULA 4 - Page 2

2007-2008 State and Other Tax Allowance

Total Income

State 0 - 14,999 15,000 or more

SD, TN, WY 1% 0%

AK, FL, LA, NV, ND, TX, WA 2% 1%

AL, MS, WV 3% 2%

AR, AZ, CO, DE, HI, IN, NH, NM, OK 4% 3%

GA, ID, IL, IA, KS, KY, MI, MO, MT, NE, PA, SC, UT, VA 5% 4%

ME, MA, MN, NC, OH, VT 6% 5%

CA, CT, DC, MD, RI, WI 7% 6%

NJ, NY, OR 8% 7%

BLANK OR INVALID STATE, AA, AE, AP, AS, 3% 2%

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

ST% X TI = STX

If STX is less than zero, set it to zero.

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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 Social Security Tax

0 – 94,200 7.65% of income
94,201 or greater 7,206.30 + 1.45% of amount over 94,200

FSST + MSST = SST

SST will never be less than zero.

! c) Income Protection Allowance (IPA):

Value from table = PIPA (Preliminary IPA)

Family Size Parents' Number in College

(include student) 1 2 3 4 5
2 $15,000 $12,430
3 $18,680 $16,130 $13,560
4 $23,070 $20,510 $17,950 $15,390
5 $27,220 $24,660 $22,100 $19,540 $16,980
6 $31,840 $29,280 $26,720 $24,160 $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 Version 1.0
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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.

e) If parents' tax filing status is tax filer:

Parents' Taxes Paid + SST + STX + EA + IPA = ATI

If parents' tax filing status is non-tax filer:

SST + STX + EA + IPA = ATI

STEP 3: Available Income (AI)

TI - ATI = AI

AI may be less than zero.

2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 4 - Page 5

STEP 4: ! Total Parents' Contribution (TPC)

Calculation from table = TPC

AAI Taxation Rates

NOTE: AI = AAI

Parents' AAI Parents' Contribution

-3,410 or less -750
-3,409 - 13,400 22% of AAI
13,401 – 16,800 2,948 + 25% of AAI over 13,400
16,801 – 20,200 3,798 + 29% of AAI over 16,800
20,201 – 23,700 4,784 + 34% of AAI over 20,200
23,701 – 27,100 5,974 + 40% of AAI over 23,700
27,101 or more 7,334 + 47% of AAI over 27,100

If TPC is less than zero, set it to zero.

STEP 5: Parents' Contribution (PC)

TPC / Parents' Number in College = PC

STEP 6: Student's Total Income (STI)

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 = STI

If student's tax filing status is non-tax filer, sum the following student data:

(Student's Income + Income From Worksheet A + Income From Worksheet B) - Income

From Worksheet C = STI
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 4 - Page 6

STEP 7: 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

AK, FL, SD, TN, TX, WA, WY 0%

NV, NH, ND 1%

AL, AZ, IL, IN, LA, MS, WV 2%

AR, CO, DE, GA, HI, ID, IA, KS, ME, MI, MO, MT, NE, NM, OK, PA, SC, UT, 3%
VT, VA

CA, CT, KY, MA, MN, NJ, NC, OH, RI, WI 4%

MD, NY, OR 5%

DC 6%

BLANK OR INVALID STATE, AA, AE, AP, AS, 3%

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

STI x ST% = STX

If STX is less than zero, set it to zero.

2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 4 - Page 7

! b) Social Security Tax (SST):

Calculation from table using Student's Income = Student's SST

SST Calculation Table

Income Social Security Tax

0 – 94,200 7.65% of income
94,201 or greater 7,206.30 + 1.45% of amount over 94,200

SST will never be less than zero.

c) Negative Available Income Offset (AIO)

If Parents’ AI is negative, set to positive value = AIO

If Parents’ AI is zero or positive, zero = AIO

! 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

STEP 8: Student's Income Contribution (SIC)

(STI - SATI) x .5 = SIC

If SIC is less than zero, set it to zero.

2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 4 - Page 8

STEP 9: Expected Family Contribution (EFC)

PC + SIC = EFC

If EFC is greater than 99,999, set it to 99,999.

STEP 10: FISAP Total Income (FTI)

TI + STI = FTI
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 5 - SIMPLIFIED INDEPENDENT WITHOUT 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)

STEP 2: Allowances Against Total Income (ATI)

! a) State and Other Tax Allowance (STX):

Appropriate rate from table = ST%

Use Student's State of Legal Residence to find State. If Student's State of Legal Residence is
blank or invalid, use Mailing State. If both fields are blank or invalid, use rates for blank or
invalid State.
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 5 - Page 2

2007-2008 State and Other Tax Allowance

AK, FL, SD, TN, TX, WA, WY 0%

NV, NH, ND 1%

AL, AZ, IL, IN, LA, MS, WV 2%

AR, CO, DE, GA, HI, ID, IA, KS, ME, MI, MO, MT, NE, NM, OK, PA, SC, UT, 3%
VT, VA

CA, CT, KY, MA, MN, NJ, NC, OH, RI, WI 4%

MD, NY, OR 5%

DC 6%

BLANK OR INVALID STATE, AA, AE, AP, AS, 3%

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

TI x ST% = STX

If STX is less than zero, set it to zero.

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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 Social Security Tax

0 – 94,200 7.65% of income
94,201 or greater 7,206.30 + 1.45% of amount over 94,200

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.

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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

STEP 3: Available Income (AI)

TI - ATI = AI
AI may be less than zero.

STEP 4: Contribution from Available Income (CAI)

AI x .5 = CAI
CAI may be less than zero.

STEP 5: Expected Family Contribution (EFC)

CAI / Student's Number in College = EFC

If EFC is less than zero, set it to zero.

If EFC is greater than 99,999, set it to 99,999.

STEP 6: FISAP Total Income (FTI)

TI = FTI
2007-2008 Developers Specifications Version 1.0
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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)

STEP 2: Allowances Against Total Income (ATI)

! 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 both fields are blank or invalid, use rates for blank or invalid
State.
2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 6 - Page 2

2007-2008 State and Other Tax Allowance

Total Income

State 0 - 14,999 15,000 or more

SD, TN, WY 1% 0%

AK, FL, LA, NV, ND, TX, WA 2% 1%

AL, MS, WV 3% 2%

AR, AZ, CO, DE, HI, IN, NH, NM, OK 4% 3%

GA, ID, IL, IA, KS, KY, MI, MO, MT, NE, PA, SC, UT, VA 5% 4%

ME, MA, MN, NC, OH, VT 6% 5%

CA, CT, DC, MD, RI, WI 7% 6%

NJ, NY, OR 8% 7%

BLANK OR INVALID STATE, AA, AE, AP, AS, 3% 2%

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

ST% X TI = STX

If STX is less than zero, set it to zero.

2007-2008 Developers Specifications Version 1.0
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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 Social Security Tax

0 – 94,200 7.65% of income
94,201 or greater 7,206.30 + 1.45% of amount over 94,200

FSST + MSST = SST

SST will never be less than zero.

! c) Income Protection Allowance (IPA):

Value from table = PIPA (Preliminary IPA)

Family Size Student’s Number in College

(include student) 1 2 3 4 5
2 $15,320 $12,700
3 $19,070 $16,470 $13,850
4 $23,560 $20,940 $18,330 $15,710
5 $27,800 $25,170 $22,570 $19,950 $17,340
6 $32,510 $29,890 $27,290 $24,660 $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 Version 1.0
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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.

e) If student's tax filing status is tax filer:

Student's Taxes Paid + SST + STX + EA + IPA = ATI

If student's tax filing status is non-tax filer:

SST + STX + EA + IPA = ATI

STEP 3: Available Income (AI)

TI - ATI = AI

AI may be less than zero.

2007-2008 Developers Specifications Version 1.0
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EFC FORMULA 6 - Page 5

STEP 4: ! Total Student Contribution (TSC)

Calculation from table = TSC

AAI Taxation Rates

NOTE: AI = AAI

Student’s AAI Student's Contribution

-3,410 or less -750
-3,409 - 13,400 22% of AAI
13,401 – 16,800 2,948 + 25% of AAI over 13,400
16,801 – 20,200 3,798 + 29% of AAI over 16,800
20,201 – 23,700 4,784 + 34% of AAI over 20,200
23,701 – 27,100 5,974 + 40% of AAI over 23,700
27,101 or more 7,334 + 47% of AAI over 27,100

If TSC is less than zero, set it to zero.

STEP 5: Expected Family Contribution (EFC)

TSC / Student's Number in College = EFC

If EFC is greater than 99,999, set it to 99,999.

STEP 6: FISAP Total Income (FTI)

TI = FTI
2007-2008 Developers Specifications Version 1.0
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ALTERNATE EFC CALCULATIONS

Use primary EFC formula type and values to calculate alternate primary EFC's, and secondary formula type and
values to calculate alternate secondary EFC's.

ALTERNATE EFC FORMULA #1 - DEPENDENT

STEP 1: EFC's for less than 9 months

PC / 9 = Monthly PC
SIC/9 = Monthly SIC

Monthly PC + Monthly SIC + SCA = EFC1

(Monthly PC x 2) + (Monthly SIC x 2) + SCA = EFC2
(Monthly PC x 3) + (Monthly SIC x 3) + SCA = EFC3
(Monthly PC x 4) + (Monthly SIC x 4) + SCA = EFC4
(Monthly PC x 5) + (Monthly SIC x 5) + SCA = EFC5
(Monthly PC x 6) + (Monthly SIC x 6) + SCA = EFC6
(Monthly PC x 7) + (Monthly SIC x 7) + SCA = EFC7
(Monthly PC x 8) + (Monthly SIC x 8) + SCA = EFC8

STEP 2: 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
2007-2008 Developers Specifications Version 1.0
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ALTERNATE EFC FORMULA #2 - INDEPENDENT WITHOUT DEPENDENTS OTHER THAN A
SPOUSE

If EFC is 0, alternate EFC for 1-12 will be the same as EFC.

EFC / 9 = Monthly EFC

Monthly EFC = EFC1

Monthly EFC x 2 = EFC2
Monthly EFC x 3 = EFC3
Monthly EFC x 4 = EFC4
Monthly EFC x 5 = EFC5
Monthly EFC x 6 = EFC6
Monthly EFC x 7 = EFC7
Monthly EFC x 8 = EFC8
EFC = EFC10
EFC = EFC11
EFC = EFC12
2007-2008 Developers Specifications Version 1.0
08/15/2006
ALTERNATE EFC FORMULA #3 - INDEPENDENT WITH DEPENDENTS OTHER THAN A SPOUSE

If EFC is 0, alternate EFC for 1-12 will be the same as EFC.

EFC / 9 = Monthly EFC

Monthly EFC = EFC1

Monthly EFC x 2 = EFC2
Monthly EFC x 3 = EFC3
Monthly EFC x 4 = EFC4
Monthly EFC x 5 = EFC5
Monthly EFC x 6 = EFC6
Monthly EFC x 7 = EFC7
Monthly EFC x 8 = EFC8
EFC = EFC10
EFC = EFC11
EFC = EFC12
2007-2008 Developers Specifications Version 1.0
08/15/2006
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

STEP 2: 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
2007-2008 Developers Specifications Version 1.0
08/15/2006
ALTERNATE EFC FORMULA #5 - SIMPLIFIED INDEPENDENT WITHOUT DEPENDENTS OTHER
THAN A SPOUSE

If EFC is 0, alternate EFC for 1-12 will be the same as EFC.

EFC / 9 = Monthly EFC

Monthly EFC = EFC1

Monthly EFC x 2 = EFC2
Monthly EFC x 3 = EFC3
Monthly EFC x 4 = EFC4
Monthly EFC x 5 = EFC5
Monthly EFC x 6 = EFC6
Monthly EFC x 7 = EFC7
Monthly EFC x 8 = EFC8
EFC = EFC10
EFC = EFC11
EFC = EFC12
2007-2008 Developers Specifications Version 1.0
08/15/2006
ALTERNATE EFC FORMULA #6 - SIMPLIFIED INDEPENDENT WITH DEPENDENTS OTHER THAN A
SPOUSE

If EFC is 0, alternate EFC for 1-12 will be the same as EFC.

EFC / 9 = Monthly EFC

Monthly EFC = EFC1

Monthly EFC x 2 = EFC2
Monthly EFC x 3 = EFC3
Monthly EFC x 4 = EFC4
Monthly EFC x 5 = EFC5
Monthly EFC x 6 = EFC6
Monthly EFC x 7 = EFC7
Monthly EFC x 8 = EFC8
EFC = EFC10
EFC = EFC11
EFC = EFC12
 APPENDIX

INSTITUTIONAL STUDENT INFORMATION RECORD (ISIR) FORMAT

 ISIR Record Description/Data Dictionary

Field FAFS Justify

Start End Length Field Name Valid Content
# A# Signed
1 1 1 1 Year Indicator 8, will always be “8” (for Left
2007-2008)
2 2 10 9 Original Social Security 001010001 to Right
Number 999999999

The student’s original

SSN as initially
processed by the CPS.
3 11 12 2 Original Name ID Uppercase Letters A to Z Left
Space(s)
The first two characters . (Period)
of last name as ’ (Apostrophe)
processed initially by - (Dash)
the CPS. Blank
4 13 14 2 Transaction Number 01 to 99 Right

The CPS transaction

number of this ISIR.
5 1 15 30 16 Student’s Last Name Numbers 0 to 9 Left
Uppercase Letters A to Z
Space(s)
. (Period)
’ (Apostrophe)
- (Dash)
Blank
6 2 31 42 12 Student’s First Name Numbers 0 to 9 Left
Uppercase Letters A to Z
Space(s)
. (Period)
’ (Apostrophe)
- (Dash)
Blank
7 3 43 43 1 Middle Initial Uppercase Letters A to Z Left
Blank
8 4 44 78 35 Permanent Mailing Numbers 0 to 9 Left
Address Uppercase Letters A to Z
. (Period)
’ (Apostrophe)
- (Dash)
, (Comma)
# (Number)
@ (At)
% (Percent or care of)
& (Ampersand)
/ (Slash)
Space(s)
Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
9 5 79 94 16 Student’s Permanent Numbers 0 to 9 Left
City Uppercase Letters A to Z
. (Period)
’ (Apostrophe)
- (Dash)
, (Comma)
# (Number)
@ (At)
% (Percent or care of)
& (Ampersand)
/ (Slash)
Space(s)
10 6 95 96 2 Student’s Permanent Uppercase Letters A to Z Left
State Valid two-letter postal
code
See State/Country/
Jurisdiction Codes in the
Processing Codes section
of this technical
reference.
Blank
11 7 97 101 5 Student’s Permanent 00000 to 99999 Right
Zip Code Blank

12 9 102 109 8 Student’s Date of Birth Format is CCYYMMDD Left

19000101 to 19991231
Blank
13 10 110 119 10 Student’s Permanent 0000000000 to Right
Phone Number 9999999999
Blank
14 11 120 139 20 Student’s Driver’s Numbers 0 to 9 Left
License Number Uppercase Letters A to Z
Space(s)
- (Dash)
* (Asterisk)
Blank
15 12 140 141 2 Student’s Driver’s Valid two-letter postal Left
License State Code code
See State/Country/
Jurisdiction Codes in the
Processing Codes section
of this technical
reference.
Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
16 13 142 191 50 Student’s E-mail Blank Left
Address If non-blank:
One and only one “@”
(At-sign) allowed.
Before @:
• at least one valid
character
• all characters in the
range of ASCII 33-
126, 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, a-
z, 0-9, -, _, .)
• hyphen, underscore,
and period cannot be
first, last, or
adjacent to a period
17 14 192 192 1 Student’s Citizenship 1 = U.S. citizen (or U.S. Left
Status National)
2 = Eligible noncitizen
The value the student 3 = Neither 1 nor 2, not
reported for citizenship. eligible
Blank
18 15 193 201 9 Student’s Alien 000000001 to Left
Registration Number 999999999
Blank
19 16 202 202 1 Student’s Marital Status 1 = Unmarried (Single, Left
Divorced, or Widowed)
2 = Married/Remarried
3 = Separated
Blank
20 17 203 208 6 Student’s Marital Status Format is CCYYMM Left
Date 190001 to 200812
Blank
21 18 209 210 2 Student’s State of Legal Uppercase Letters A to Z Left
Residence Valid two-letter postal
code
See State/Country/
Jurisdiction Codes in the
Processing Codes section
of this technical
reference.
Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
22 19 211 211 1 Student Legal Resident 1 = Yes Left
Before 01-01-2002? 2 = No
Blank
23 20 212 217 6 Student’s Legal Format is CCYYMM Left
Residence Date 190001 to 200812
Blank
CPS will accept:
CCYYMM
CCYY with blank MM
Blank CCYY with MM
Blank CCYYMM
24 21 218 218 1 Are You Male? 1 = Yes Left
2 = No
Blank
25 22 219 219 1 Do you want Selective 1 = Yes Left
Service to register you? 2 = No
Blank
26 23 220 220 1 Degree/Certificate 1 = 1st bachelor’s degree Right
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
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
27 24 221 221 1 Grade Level in College 0 = 1st year, never Left
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
28 25 222 222 1 Enrollment Status 1 = Full time Left
2 = ¾ time
3 = ½ time
4 = Less than ½ time
5 = Don’t Know
Blank
29 26 223 223 1 Interested in Work- 1 = Work-Study Left
Study or Student 2 = Student Loans
Loans? 3 = Both Work-Study
and Student Loan
4 = Neither
5 = Don’t Know
Blank
30 27 224 224 1 HS Diploma or GED 1 = Yes Left
Received? 2 = No
Blank
31 28 225 225 1 First Bachelor’s Degree 1 = Yes Left
By 07-01-2007? 2 = No
Blank
32 29 226 226 1 Father’s Highest Grade 1 = Middle School/Jr. Left
Level Completed High
2 = High School
3 = College or Beyond
4 = Other/Unknown
Blank
33 30 227 227 1 Mother’s Highest Grade 1 = Middle School/Jr. Left
Level Completed High
2 = High School
3 = College or Beyond
4 = Other/Unknown
Blank
34 31 228 228 1 Drug Conviction 1 = No Left
Affecting Eligibility 2 = Yes (Part Year)
3 = Yes/Don’t Know
Blank
35 32 229 229 1 Student’s Tax Return 1 = Already Completed Left
Completed? 2 = Will File
3 = Will Not File
Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
36 33 230 230 1 Student’s Type of 2006 1 = IRS 1040 Left
Tax Form Used? 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
37 34 231 231 1 Student Eligible to file 1 = Yes Left
1040A or 1040EZ? 2 = No
3 = Don’t Know
Blank
38 35 232 237 6 Student’s Adjusted -999999 to 999999 Right
Gross Income from IRS Blank Signed
form
39 36 238 242 5 Student’s U.S. Income 00000 to 99999 Right
Tax Paid Blank
40 37 243 244 2 Student’s Exemptions 00 to 99 Right
Claimed Blank
41 38 245 250 6 Student’s Income -999999 to 999999 Right
Earned from Work Blank Signed
42 39 251 256 6 Spouse’s Income -999999 to 999999 Right
Earned from Work Blank Signed
43 40 257 261 5 Student’s Total Amount 00000 to 99999 Right
from Worksheet A Blank
44 41 262 266 5 Student’s Total Amount 00000 to 99999 Right
from Worksheet B Blank
45 42 267 271 5 Student’s Total Amount 00000 to 99999 Right
from Worksheet C Blank
46 43 272 277 6 Student’s Cash, 000000 to 999999 Right
Savings, and Checking Blank
47 44 278 283 6 Student’s Investment 000000 to 999999 Right
Net Worth Blank
48 45 284 289 6 Student’s Business 000000 to 999999 Right
and/or Investment Farm Blank
Net Worth
49 46 290 291 2 No. of Months Veterans 00 to 12 Right
Education Benefits Blank
Received
50 47 292 295 4 Monthly Veterans 0000 to 9999 Right
Education Benefits Blank
51 48 296 296 1 Born Before 01-01- 1 = Yes Left
1984? 2 = No
Blank
52 49 297 297 1 Working on a Master’s 1 = Yes Left
or Doctorate Program? 2 = No
Blank
53 50 298 298 1 Is Student Married? 1 = Yes Left
2 = No
Blank
54 51 299 299 1 Have Children you 1 = Yes Left
support? 2 = No
Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
55 52 300 300 1 Have Legal Dependents 1 = Yes Left
Other than Children or 2 = No
Spouse? Blank
56 53 301 301 1 Orphan or Ward of 1 = Yes Left
Court? 2 = No
Blank
57 54 302 302 1 Are you on active duty 1 = Yes Left
in U.S. Armed Forces? 2 = No
Blank
58 55 303 303 1 Veteran of U.S. Armed 1 = Yes Left
Forces? 2 = No
Blank
59 56 304 304 1 Parent’s Marital Status 1 = Married/Remarried Left
2 = Single
3 = Divorced/
Separated
4 = Widowed
Blank
60 57 305 310 6 Parent’s Marital Status Format is CCYYMM Left
Date 190001 to 200812
Blank
61 58 311 319 9 Father’s/Stepfather’s 000000000 to Right
Social Security Number 999999999
Blank
62 59 320 335 16 Father’s/Stepfather’s Numbers 0 to 9 Left
Last Name Uppercase Letters A to Z
Space(s)
. (Period)
’ (Apostrophe)
- (Dash)
Blank
63 60 336 336 1 Father’s/Stepfather’s Uppercase Letters A to Z Left
First Name Initial Blank
64 61 337 344 8 Father’s/Stepfather’s Format is CCYYMMDD Left
Date of Birth 19000101 to 19991231
Blank
65 62 345 353 9 Mother’s/ 000000000 to Right
Stepmother’s Social 999999999
Security Number Blank
66 63 354 369 16 Mother’s/ Numbers 0 to 9 Left
Stepmother’s Last Uppercase Letters A to Z
Name Space(s)
. (Period)
’ (Apostrophe)
- (Dash)
Blank
67 64 370 370 1 Mother’s/ Uppercase Letters A to Z Left
Stepmother’s First Blank
Name Initial
68 65 371 378 8 Mother’s/ Format is CCYYMMDD Left
Stepmother’s Date of 19000101 to 19991231
Birth Blank
69 66 379 380 2 Parents’ Number of 00 to 99 Right
Family Members Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
70 67 381 381 1 Parents’ Number in Numbers 0 to 9 Left
College (Parents’ Blank
excluded)
71 68 382 383 2 Parents’ State of Legal Uppercase Letters A to Z Left
Residence Valid two-letter postal
code
See State/Country/
Jurisdiction Codes in the
Processing Codes section
of this technical
reference.
Blank
72 69 384 384 1 Parents Legal Residents 1 = Yes Left
before 01-01-2002? 2 = No
Blank
73 70 385 390 6 Parents’ Legal Format is CCYYMM Right
Residence Date 190001 to 200812
Blank
CPS will accept:
CCYYMM
CCYY with blank MM
Blank CCYY with MM
Blank CCYYMM
74 71 391 391 1 Parent Supplemental 1 = Yes Left
Security Income 2 = No
Benefits Blank

Anyone in the parents’

household (as defined
in positions 379 to 380)
receives benefits from
the Government
Supplemental Security
Income program
75 72 392 392 1 Parent Food Stamp 1 = Yes Left
Benefits 2 = No
Blank
Anyone in the parents’
household (as defined
in positions 379 to 380)
receives benefits from
the Government Food
Stamp program
76 73 393 393 1 Parent Free or Reduced 1 = Yes Left
Price School Lunch 2 = No
Benefits Blank

Anyone in the parents’

household (as defined
in positions 379 to 380)
receives benefits from
the Government Free or
Reduced Price School
Lunch program
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
77 74 394 394 1 Parent TANF Benefits 1 = Yes Left
2 = No
Anyone in the parents’ Blank
household (as defined
in positions 379 to 380)
receives Temporary
Assistance for Needy
Family benefits from
the Government
program
78 75 395 395 1 Parent WIC Benefits 1 = Yes Left
2 = No
Anyone in the parents’ Blank
household (as defined
in positions 379 to 380)
receives benefits from
the Government
Women, Infants, and
Children program
79 76 396 396 1 Parents’ Tax Return 1 = Already Completed Left
Completed? 2 = Will File
3 = Will Not File
Blank
80 77 397 397 1 Parents’ Type of 2006 1 = IRS 1040 Left
Tax Form Used? 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
81 78 398 398 1 Parents’ Eligible to file 1 = Yes Left
1040A or 1040EZ? 2 = No
3 = Don’t Know
Blank
82 79 399 404 6 Parents’ Adjusted Gross -999999 to 999999 Right
Income from IRS form Blank Signed
83 80 405 410 6 Parents’ U.S. Income 000000 to 999999 Right
Tax Paid Blank
84 81 411 412 2 Parents’ Exemptions 00 to 99 Right
Claimed Blank
85 82 413 418 6 Father’s/Stepfather’s -999999 to 999999 Right
Income Earned from Blank Signed
Work
86 83 419 424 6 Mother’s/ -999999 to 999999 Right
Stepmother’s Income Blank Signed
Earned from Work
87 84 425 429 5 Parents’ Total Amount 00000 to 99999 Right
from Worksheet A Blank
88 85 430 434 5 Parents’ Total Amount 00000 to 99999 Right
from Worksheet B Blank
89 86 435 439 5 Parents’ Total Amount 00000 to 99999 Right
from Worksheet C Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
90 87 440 445 6 Parents’ Cash, Savings, 000000 to 999999 Right
and Checking Blank
91 88 446 451 6 Parents’ Investment Net 000000 to 999999 Right
Worth Blank
92 89 452 457 6 Parents’ Business 000000 to 999999 Right
and/or Investment Farm Blank
Net Worth
93 90 458 459 2 Student’s Number of 00 to 99 Right
Family Members Blank
94 91 460 460 1 Student’s Number in 0 to 9 Left
College Blank
95 92 461 461 1 Student Supplemental 1 = Yes Left
Security Income 2 = No
Benefits Blank

Anyone in the student’s

household (as defined
in positions 458 to 459)
receives benefits from
the Government
Supplemental Security
Income program
96 93 462 462 1 Student Food Stamp 1 = Yes Left
Benefits 2 = No
Blank
Anyone in the student’s
household (as defined
in positions 458 to 459)
receives benefits from
the Government Food
Stamp program
97 94 463 463 1 Student Free or 1 = Yes Left
Reduced Price School 2 = No
Lunch Benefits Blank

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
98 95 464 464 1 Student TANF Benefits 1 = Yes Left
2 = No
Anyone in the student’s Blank
household (as defined
in positions 458 to 459)
receives Temporary
Assistance for Needy
Family benefits from
the Government
program
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
99 96 465 465 1 Student WIC Benefits 1 = Yes Left
2 = No
Anyone in the student’s Blank
household (as defined
in positions 458 to 459)
receives benefits from
the Government
Women, Infants, and
Children program
100 097a 466 471 6 Federal School Code #1 X00000 to X99999 Left
Blank
Valid characters for the
first position are 0 (zero),
B, E, or G
101 97b 472 472 1 Federal School Code #1 1 = On Campus Left
Housing Plans 2 = Off Campus
3 = With Parent
Blank
102 97c 473 478 6 Federal School Code #2 X00000 to X99999 Left
Blank
Valid characters for the
first position are 0 (zero),
B, E, or G.
103 97d 479 479 1 Federal School Code #2 1 = On Campus Left
Housing Plans 2 = Off Campus
3 = With Parent
Blank
104 97e 480 485 6 Federal School Code #3 X00000 to X99999 Left
Blank
Valid characters for the
first position are 0 (zero),
B, E, or G.
105 97f 486 486 1 Federal School Code #3 1 = On Campus Left
Housing Plans 2 = Off Campus
3 = With Parent
Blank
106 97g 487 492 6 Federal School Code #4 X00000 to X99999 Left
Blank
Valid characters for the
first position are 0 (zero),
B, E, or G.
107 97h 493 493 1 Federal School Code #4 1 = On Campus Left
Housing Plans 2 = Off Campus
3 = With Parent
Blank
108 On the 494 499 6 Federal School Code #5 X00000 to X99999 Left
Web, Blank
not on Valid characters for the
the first position are 0 (zero),
FAFS B, E, or G.
A
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
109 On the 500 500 1 Federal School Code #5 1 = On Campus Left
Web, Housing Plans 2 = Off Campus
not on 3 = With Parent
the Blank
FAFS
A
110 On the 501 506 6 Federal School Code #6 X00000 to X99999 Left
Web, Blank
not on Valid characters for the
the first position are 0 (zero),
FAFS B, E, or G.
A
111 On the 507 507 1 Federal School Code #6 1 = On Campus Left
Web, Housing Plans 2 = Off Campus
not on 3 = With Parent
the Blank
FAFS
A
112 98 508 515 8 Date Application Format is CCYYMMDD Left
Completed 20070101 to 20081231
Blank
113 99 516 516 1 Signed By A = Applicant Only Left
B = Applicant and Parent
Indicates if only the P = Parent Only
applicant, or only the Blank = No signatures
parent, or both
applicant and parent
signed the transaction.
114 100 517 525 9 Preparer’s Social 000000000 to Right
Security Number 999999999
Blank
Preparer’s SSN
provided on the
transaction.
115 101 526 534 9 Preparer’s Employer 000000000 to Left
Identification Number 999999999
(EIN) Blank
116 102 535 535 1 Preparer’s Signature 1 = Yes Left
Blank
Indicates that a preparer
signed the transaction.
117 536 536 1 Dependency Override 1 = Dependent to Left
Indicator Independent
2 = Dependent to
Indicates that a Independent Override
Dependency Override Canceled
was requested on this 3 = Dependency
transaction. Override request failed
Blank = Dependency
override not requested
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
118 537 542 6 FAA Federal School X00000 to X99999 Left
Code Valid characters for first
position are 0 (Zero), B,
Indicates the Federal E, or G
School Code that Blank = No Dependency
requested a dependency Override or FAA EFC
override or Adjusted Adjustment done
Calculation request.
119 543 543 1 Filler For Federal Student Aid Left
Use Only
120 544 544 1 Dependency Status D = Dependent, Left
calculated EFC provided
Determined by CPS I = Independent,
based on Dependency calculated EFC provided
Status data provided. X = Dependent rejected,
no EFC calculated
Y = Independent
rejected, no EFC
calculated
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
121 545 546 2 Transaction Data 1A = Application Left
Source/Type Code 1C = Correction Full
SAR
Indicates the origin of 2A = Application
the transaction. 2B = Application
Spanish
The first byte describes 2C = Correction
source: 2E = EZ FAFSA
1 = Electronic 2F = EZ FAFSA Spanish
2 = Web Student 2G = EZ FAFSA
3 = Web FAA Renewal Application
4 = Paper 2H = EZ FAFSA
5 = CPS Renewal Spanish
6 = FSAIC 2R = Renewal
Application
The second byte 2T = Spanish Renewal
describes type: Application
A = Application 3A = Application
B = Application 3C = Correction
Spanish 3E = EZ FAFSA
C = Correction 3G = EZ FAFSA
D = Drug Abuse Hold Renewal Application
Release 3R = Renewal
E = EZ FAFSA Application
F = EZ FAFSA Spanish 4A = Application
G = EZ FAFSA 4B = Application
Renewal Spanish
H = EZ FAFSA 4C = Correction
Renewal Spanish 4J = Correction
J = Correction Application
Application 4K = Correction
K = Correction Application Spanish
Application Spanish 5D = Drug Abuse Hold
M = DHS Secondary Release
Confirmation 5M = DHS Secondary
N = NSLDS Confirmation
Postscreening 5N = NSLDS
P = Reprocessing Postscreening
R = Renewal 5P = Reprocessed
Application Record
S = Signature Page 5S = CPS Signature
T = Spanish Renewal 5W = SSA Death File
Application Match
W = SSA Death File 6C = Correction (Student
Match and Image Error)
122 547 554 8 Transaction Receipt Format is CCYYMMDD Left
Date 20070101 to 20081231

Date the transaction

was received by the
CPS.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
123 555 555 1 Assumption Override 1- 1 = Yes Left
Parents’ Number in Blank
College assumed to be
1 when the number in
college is greater than
6.
124 556 556 1 Assumption Override 2- 1 = Yes Left
Parents’ AGI assumed Blank
equal to sum of father
and mother earned
income portions.
125 557 557 1 Assumption Override 3- 1 = Yes Left
Student’s Number in Blank
College assumed to be
1 when number in
college equals number
in the household and
both are greater than 2.
126 558 558 1 Assumption Override 4- 1 = Yes Left
Student’s AGI assumed Blank
equal to the sum of
student and spouse
earned income portions.
127 559 559 1 Assumption Override 5- 1 = Yes Left
Parents’ Total from Blank
Worksheet C assumed
to be zero.
128 560 560 1 Assumption Override 6- 1 = Yes Left
Student’s Total from Blank
Worksheet C assumed
to be zero.
129 561 567 7 Electronic Transaction “TGXXXXX” where Left
Indicator (ETI) XXXXX is the 5-digit
Destination Number numeric code assigned
by SAIG staff
TG number assigned by Blank
SAIG.
130 568 568 1 Reject Override 3- 1 = Yes Left
Student’s taxes paid is Blank
greater than zero and
equal to or greater than
AGI.
131 569 569 1 Reject Override 12- 1 = Yes Left
Parents’ taxes paid is Blank
greater than zero and
equal to or greater than
AGI.
132 570 570 1 Reject Override A- 1 = Yes Left
Date of Birth year is Blank
1900 to 1932.
133 571 571 1 Reject Override B- 1 = Yes Left
Date of Birth since Blank
September 1, 1991.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
134 572 572 1 Reject Override C- 1 = Yes Left
Parent’s or independent Blank
student’s taxes paid is
greater than zero and
greater than or equal to
a fixed percentage of
the AGI, but not equal
to or greater than AGI.
135 573 573 1 Filler For Federal Student Aid Left
Use Only
136 574 574 1 Reject Override G- 1 = Yes Left
Dependent student’s Blank
taxes paid is greater
than zero and greater
than or equal to a fixed
percentage of the AGI,
but not equal to or
greater than AGI.
137 575 575 1 Reject Override J- 1 = Yes Left
Father’s SSN contains Blank
all zeroes and reported
as a tax filer.
138 576 576 1 Reject Override K- 1 = Yes Left
Mother’s SSN contains Blank
all zeroes and reported
as a tax filer.
139 577 577 1 Reject Override N- 1 = Yes Left
Missing first or last Blank
name.
140 578 578 1 Filler For Federal Student Aid Left
Use Only
141 579 579 1 Reject Override W- 1 = Yes Left
Unusually high number Blank
of family members.
142 580 585 6 Filler For Federal Student Aid Left
Use Only
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
143 On the 586 635 50 Parent’s E-mail Blank Left
Web, Address If non-blank:
not on One and only one “@”
the (At-sign) allowed.
FAFS Before @:
A • at least one valid
character
• all characters in the
range of ASCII 33-
126, 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, a-
z, 0-9, -, _, .)
• hyphen, underscore,
and period cannot be
first, last, or
adjacent to a period
144 636 658 23 Filler For Federal Student Aid Left
Use Only
145 8 659 667 9 Student’s Current 001010001 to Right
Social Security Number 999999999

Student’s SSN on this

transaction. It will be
different from the
student’s original SSN
only if it has been
changed.
146 668 669 2 Correction Applied 01 to 99 Left
against Transaction Blank = Transaction not
Number a result of a correction
147 670 673 4 Filler For Federal Student Aid Left
Use Only
148 674 674 1 FAA Adjustment 1 = EFC Adjustment Left
processed
Indicates whether a 2 = EFC Adjustment
FAA requested an EFC request failed
adjustment and if it was Blank = No EFC
processed. Adjustment requested
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
149 675 676 2 Application Data 1A = Application Left
Source/Type Code 2A = Application
2B = Application
Indicates the origin of Spanish
the initial application. 2R = Renewal
Application
The first byte describes 2E = EZ FAFSA
source: 2F = EZ FAFSA Spanish
1 = Electronic 2G = EZ FAFSA
2 = Web Student Renewal Application
3 = Web FAA 2H = EZ FAFSA
4 = Paper Renewal Spanish
2T = Spanish Renewal
The second byte Application
describes type: 3A = Application
A = Application 3R = Renewal
B = Application Application
Spanish 3E = EZ FAFSA
E = EZ FAFSA 3G = EZ FAFSA
F = EZ FAFSA Spanish Renewal Application
G = EZ FAFSA 4A = Application
Renewal 4B = Application
H = EZ FAFSA Spanish
Renewal Spanish 4J = Correction
J = Correction Application
Application 4K = Correction
K = Correction Application Spanish
Application Spanish
R = Renewal
Application
T = Spanish Renewal
Application
150 677 684 8 Application Receipt Format is CCYYMMDD Left
Date 20070101 to 20081231

Date the application

was received by the
CPS.
151 685 685 1 Address Only Change 1 = Student’s Mailing Left
Flag Address corrected
2 = Student’s E-mail
If an address is the only Address corrected
change to a record, this 3 = Parent’s E-Mail
field will be populated. Address corrected
Corrections to the 4 = More than one of the
Signed By and Special above corrected
Handle fields may also Blank = No change
be included with the
address correction.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
152 686 686 1 CPS Pushed ISIR Y = Transaction Left
Flag automatically sent to
school
This flag is set to Blank = Transaction not
identify transactions sent to school
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 system-
generated
153 687 687 1 EFC Change Flag 1 = EFC increase Left
2 = EFC decrease
Indicates if the EFC has Blank = No change
gone up or down from
the transaction being
applied against.
154 688 688 1 Student Last Name/ N = Last Name change Left
SSN Change Flag S = Social Security
Number change
Indicates whether the B = Social Security
student’s last name Number and Last Name
and/or Social Security change
Number (SSN) have Blank = No change
been changed.
155 689 689 1 Reject Status Change Y = Reject Status has Left
Flag changed
Blank = No change to
If the Rejected Status flag
Change flag is set or
removed from the
previous transaction,
this field is populated.
156 690 690 1 SAR C Change Flag Y = SAR C Flag has Left
changed
If the SAR C Flag is set Blank = No change to
or removed from the flag
previous transaction,
this field is populated.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
157 691 691 1 Verification Selection Y = Transaction is now Left
Change Flag selected for verification
when the previous
If the Verification transaction was not
Selection Change Flag selected
is set from the previous Blank = Transaction not
transaction, this field is initially selected for
populated. verification
This flag is set to a Y
only on the transaction
that was initially
selected for
verification.
158 692 694 3 Compute Number 000 to 999 Right
159 695 695 1 Source of Correction A = Applicant Left
D = CPS
S = School
Blank
160 696 696 1 Duplicate SSN Y = Another filer also Left
Indicator using this SSN
Blank = N/A
Indicates if another filer
is using this original
SSN in their original
SSN field.
161 697 697 1 Graduate Flag Y = Yes response to BA Left
question and/or Graduate
status question
Blank = Graduate Flag
not set
162 698 698 1 Pell Grant Eligibility Y = This transaction Left
Flag determined eligible for a
Federal Pell Grant.
Indicates transaction Blank = This transaction
has been determined determined ineligible for
eligible for a Federal a Federal Pell Grant
Pell Grant by the CPS.
163 699 706 8 Transaction Processed Format is CCYYMMDD Left
Date 20070101 to 20081231

Date that CPS

computed this
transaction.
164 707 707 1 Processed Record Type C = Correction Left
Application
H = Correction
Blank = Initial
Application
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
165 708 721 14 Reject Reason Codes Uppercase Letters A to Z Left
Numbers 01 to 99
Alpha/numeric Blank = Applicant not
character indicating rejected
why an application or
correction has been Up to seven 2-character
rejected. codes

See the Processing

Codes section for
specific code tables and
details.
166 722 723 2 Reprocessed Reason 01 to 99 Left
Code Blank = Not a
reprocessed transaction
The code indicating
why the CPS
reprocessed an ISIR.
An electronic message
will be sent to
destination numbers
identifying definition of
the code.
167 724 724 1 SAR C Flag Y = C flag set, resolution Left
required on one or more
match results
Blank = No flag set
168 725 725 1 Automatic Zero EFC Y = EFC set to zero Left
Indicator based on income criteria
Blank = Flag not set
The Automatic Zero
EFC Indicator is
automatically set if
simplified needs test
met and taxable income
is $20,000 or less.
169 726 726 1 Simplified Needs Test Y = SNT met Left
(SNT) N = SNT not met or
insufficient information
Applicant meets certain to determine SNT
criteria for tax filing eligibility
status and income level
and is not required to
provide asset
information.
170 727 727 1 Parents’ Calculated 1, 2, or 3 = Tax Filer Left
2006 Tax Status 4 or 5 = Non-Tax Filer
Blank
CPS determination of
tax filing status.
171 728 728 1 Student’s Calculated 1, 2, or 3 = Tax Filer Left
2006 Tax Status 4 or 5 = Non-Tax Filer
Blank
CPS determination of
tax filing status.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
172 729 729 1 Assumed Citizenship 1 = Assumed student is a Left
citizen
2 = Assumed student is
an eligible noncitizen
Blank = No assumption
173 730 730 1 Assumed Student’s 1 = Assumed unmarried Left
Marital Status 2 = Assumed
married/remarried
Blank = No assumption
174 731 736 6 Assumed Student’s -999999 to 999999 Right
AGI Blank = No assumption Signed
175 737 741 5 Assumed Student’s 00000 to 99999 Left
U.S. Tax Paid Blank = No assumption
176 742 747 6 Assumed Student’s -999999 to 999999 Right
Income from Work Blank = No assumption Signed
177 748 753 6 Assumed Spouse’s -999999 to 999999 Right
Income from Work Blank = No assumption Signed
178 754 758 5 Assumed Student’s 00000 to 99999 Left
Total from Worksheet Blank = No assumption
C
179 759 759 1 Assumed Date of Birth 1 = Assumed Yes Left
Prior 2 = Assumed No
Blank = No assumption
180 760 760 1 Assumed Student Is 1 = Assumed Yes Left
Married/Remarried 2 = Assumed No
Blank = No assumption
181 761 761 1 Assumed Have 1 = Assumed Yes Left
Children You Support? 2 = Assumed No
Blank = No assumption
182 762 762 1 Assumed Have Legal 2 = Assumed no legal Left
Dependents Other than dependents
Children or Spouse? Blank = No assumption
183 763 763 1 Filler For Federal Student Aid Left
Use Only
184 764 765 2 Assumed Student’s # in 00 to 99 Left
Family Blank = No assumption
185 766 766 1 Assumed Student’s # in 0 to 9 Left
College Blank = No assumption
186 767 767 1 Assumed Parents’ 1 = Assumed Left
Marital Status married/remarried
2 = Assumed single
Blank = No assumption
187 768 768 1 Assumed Y = Assumed SSN Left
Father’s/Stepfather’s Blank
SSN
188 769 769 1 Assumed Mother’s/ Y = Assumed SSN Left
Stepmother’s SSN Blank
189 770 771 2 Assumed Parents’ # in 00 to 99 Left
Family Blank = No assumption
190 772 772 1 Assumed Parents’ # in 0 to 9 Left
College Blank = No assumption
191 773 778 6 Assumed Parents’ AGI -999999 to 999999 Right
Blank = No assumption Signed
192 779 784 6 Assumed Parents’ U.S. 000000 to 999999 Left
Tax Paid Blank = No assumption
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
193 785 790 6 Assumed Father’s/ -999999 to 999999 Right
Stepfather’s Income Blank = No assumption Signed
Earned from Work
194 791 796 6 Assumed Mother’s/ -999999 to 999999 Right
Stepmother’s Income Blank = No assumption Signed
Earned from Work
195 797 801 5 Assumed Parents’ Total 00000 to 99999 Left
from Worksheet C Blank = No assumption
196 802 806 5 Primary EFC 00000 to 99999 Left
Blank = None Calculated
The primary 9-month
EFC calculated. Full
Needs Test (FNT),
unless Simplified Needs
Test (SNT) met.
197 807 811 5 Secondary EFC 00000 to 99999 Left
Blank = None Calculated
The secondary 9-month
EFC calculated. Full
Needs Test (FNT)
provided only if
Simplified Needs Test
(SNT) is met and asset
information is provided.
198 812 816 5 Filler For Federal Student Aid Left
Use Only
199 817 817 1 Primary EFC Type 1 = FNT: Dependent Left
2 = FNT: Independent
Identifies formula type without dependents other
used to calculate the than a spouse
primary EFC. 3 = FNT: Independent
with dependents other
Full Needs Test (FNT) than a spouse
4 = SNT: Dependent
Simplified Needs Test 5 = SNT: Independent
(SNT) without dependents other
than a spouse
6 = SNT: Independent
with dependents other
than a spouse
Blank = None Calculated
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
200 818 818 1 Secondary EFC Type 1 = FNT: Dependent Left
2 = FNT: Independent
Identifies formula type without dependents other
used to calculate than a spouse
secondary EFC. 3 = FNT: Independent
with dependents other
Full Needs Test (FNT) than a spouse
4 = SNT: Dependent
Simplified Needs Test 5 = SNT: Independent
(SNT) without dependents other
than a spouse
6 = SNT: Independent
with dependents other
than a spouse
Blank = None Calculated
201 819 823 5 Primary Alternate 00000 to 99999 Left
Month 1 Blank = None Calculated

The primary alternate

EFC used by FAO in
determining eligibility
based on periods of
time other than 9
months.
202 824 828 5 Primary Alternate 00000 to 99999 Left
Month 2 Blank = None Calculated
203 829 833 5 Primary Alternate 00000 to 99999 Left
Month 3 Blank = None Calculated
204 834 838 5 Primary Alternate 00000 to 99999 Left
Month 4 Blank = None Calculated
205 839 843 5 Primary Alternate 00000 to 99999 Left
Month 5 Blank = None Calculated
206 844 848 5 Primary Alternate 00000 to 99999 Left
Month 6 Blank = None Calculated
207 849 853 5 Primary Alternate 00000 to 99999 Left
Month 7 Blank = None Calculated
208 854 858 5 Primary Alternate 00000 to 99999 Left
Month 8 Blank = None Calculated
209 859 863 5 Primary Alternate 00000 to 99999 Left
Month 10 Blank = None Calculated
210 864 868 5 Primary Alternate 00000 to 99999 Left
Month 11 Blank = None Calculated
211 869 873 5 Primary Alternate 00000 to 99999 Left
Month 12 Blank = None Calculated
212 874 878 5 Secondary Alternate 00000 to 99999 Left
Month 1 Blank = None Calculated

The secondary alternate

EFC used by FAO in
determining eligibility
based on periods of
time other than 9
months.
213 879 883 5 Secondary Alternate 00000 to 99999 Left
Month 2 Blank = None Calculated
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
214 884 888 5 Secondary Alternate 00000 to 99999 Left
Month 3 Blank = None Calculated
215 889 893 5 Secondary Alternate 00000 to 99999 Left
Month 4 Blank = None Calculated
216 894 898 5 Secondary Alternate 00000 to 99999 Left
Month 5 Blank = None Calculated
217 899 903 5 Secondary Alternate 00000 to 99999 Left
Month 6 Blank = None Calculated
218 904 908 5 Secondary Alternate 00000 to 99999 Left
Month 7 Blank = None Calculated
219 909 913 5 Secondary Alternate 00000 to 99999 Left
Month 8 Blank = None Calculated
220 914 918 5 Secondary Alternate 00000 to 99999 Left
Month 10 Blank = None Calculated
221 919 923 5 Secondary Alternate 00000 to 99999 Left
Month 11 Blank = None Calculated
222 924 928 5 Secondary Alternate 00000 to 99999 Left
Month 12 Blank = None Calculated
223 929 935 7 TI: Total Income -9999999 to 9999999 Right
Blank = None Calculated Signed
224 936 942 7 ATI: Allowances 0000000 to 9999999 Left
Against Total Income Blank = None Calculated
225 943 949 7 STX: State and Other -9999999 to 9999999 Right
Tax Allowance Blank = None Calculated Signed
226 950 956 7 EA: Employment 0000000 to 9999999 Left
Allowance Blank = None Calculated
227 957 963 7 IPA: Income Protection 0000000 to 9999999 Left
Allowance Blank = None Calculated
228 964 970 7 AI: Available Income -9999999 to 9999999 Right
Blank = None Calculated Signed
229 971 977 7 CAI: Contribution -9999999 to 9999999 Right
From Available Income Blank = None Calculated Signed
230 978 986 9 DNW: Discretionary -999999999 to Right
Net Worth 999999999 Signed
Blank = None Calculated
231 987 995 9 NW: Net Worth 000000000 to Left
999999999
Blank = None Calculated
232 996 1004 9 APA: Asset Protection 000000000 to Left
Allowance 999999999
Blank = None Calculated
233 1005 1011 7 PCA: Parents’ -9999999 to 9999999 Right
Contribution from Blank = None Calculated Signed
Assets
234 1012 1018 7 AAI: Adjusted -9999999 to 9999999 Right
Available Income Blank = None Calculated Signed
235 1019 1025 7 TSC: Total Student 0000000 to 9999999 Left
Contribution Blank = None Calculated
236 1026 1032 7 TPC: Total Parent 0000000 to 9999999 Left
Contribution Blank = None Calculated
237 1033 1039 7 PC: Parents’ 0000000 to 9999999 Left
Contribution Blank = None Calculated
238 1040 1046 7 STI: Student’s Total -9999999 to 9999999 Right
Income Blank = None Calculated Signed
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
239 1047 1053 7 SATI: Student’s -9999999 to 9999999 Right
Allowance against Blank = None Calculated Signed
Total Income
240 1054 1060 7 SIC: Dependent 0000000 to 9999999 Left
Students’ Income Blank = None Calculated
Contribution
241 1061 1069 9 SDNW: Student’s -999999999 to Right
Discretionary Net 999999999 Signed
Worth Blank = None Calculated
242 1070 1076 7 SCA: Student’s -9999999 to 9999999 Right
Contribution from Blank = None Calculated Signed
Assets
243 1077 1083 7 FTI: FISAP Total -9999999 to 9999999 Right
Income Blank = None Calculated Signed
244 1084 1090 7 SEC TI: Secondary -9999999 to 9999999 Right
Total Income Blank = None Calculated Signed
245 1091 1097 7 SEC ATI: Secondary 0000000 to 9999999 Left
Allowances Against Blank = None Calculated
Total Income
246 1098 1104 7 SEC STX: Secondary -9999999 to 9999999 Right
State Tax Allowance Blank = None Calculated Signed
247 1105 1111 7 SEC EA: Secondary 0000000 to 9999999 Left
Employment Allowance Blank = None Calculated
248 1112 1118 7 SEC IPA: Secondary 0000000 to 9999999 Left
Income Protection Blank = None Calculated
Allowance
249 1119 1125 7 SEC AI: Secondary -9999999 to 9999999 Right
Available Income Blank = None Calculated Signed
250 1126 1132 7 SEC CAI: Secondary -9999999 to 9999999 Right
Contribution From Blank = None Calculated Signed
Available Income
251 1133 1141 9 SEC DNW: Secondary -999999999 to Right
Discretionary Net 999999999 Signed
Worth Blank = None Calculated
252 1142 1150 9 SEC NW: Secondary 000000000 to Left
Net Worth 999999999
Blank = None Calculated
253 1151 1159 9 SEC APA: Secondary 000000000 to Left
Asset Protection 999999999
Allowances Blank = None Calculated
254 1160 1166 7 SEC PCA: Secondary -9999999 to 9999999 Right
Parents’ Contribution Blank = None Calculated Signed
from Assets
255 1167 1173 7 SEC AAI: Secondary -9999999 to 9999999 Right
Adjusted Available Blank = None Calculated Signed
Income
256 1174 1180 7 SEC TSC: Secondary 0000000 to 9999999 Left
Total Student Blank = None Calculated
Contribution
257 1181 1187 7 SEC TPC: Secondary 0000000 to 9999999 Left
Total Parent Blank = None Calculated
Contribution
258 1188 1194 7 SEC PC: Secondary 0000000 to 9999999 Left
Parents’ Contribution Blank = None Calculated
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
259 1195 1201 7 SEC STI: Secondary -9999999 to 9999999 Right
Student’s Total Income Blank = None Calculated Signed
260 1202 1208 7 SEC SATI: Secondary -9999999 to 9999999 Right
Student’s Allowance Blank = None Calculated Signed
Against Total Income
261 1209 1215 7 SEC SIC: Secondary 0000000 to 9999999 Left
Student’s Dependent Blank = None Calculated
Income Contribution
262 1216 1224 9 SEC SDNW: -999999999 to Right
Secondary Student’s 999999999 Signed
Discretionary Net Blank = None Calculated
Worth
263 1225 1231 7 SEC SCA: Secondary -9999999 to 9999999 Right
Student’s Contribution Blank = None Calculated Signed
from Assets
264 1232 1238 7 SEC FTI: Secondary -9999999 to 9999999 Right
FISAP Total Income Blank = None Calculated Signed
265 1239 1373 135 Correction Flags 0 = No Correction Made Right
1= Field Corrected on
See the Field Name and this transaction
Position Cross- 2 = Field Corrected on
Reference Table in the previous transaction
Processing Codes
section of this technical
reference.

Each correction flag

byte corresponds to a
specific SAR field and
indicates fields that
have been corrected.
266 1374 1508 135 Highlight Flags 0 = No Highlight Made Right
1 = Field Highlighted
See the Field Name and
Position Cross- Each highlight flag byte
Reference Table in the corresponds to a specific
Processing Codes SAR field
section of this technical
reference.

Each highlight flag byte

corresponds to a
specific SAR field and
indicates fields
highlighted in boldface
on the SAR.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
267 1509 1643 135 FAFSA Data Verify 0 = Not corrected to the Right
Flags same value
1 = Corrected to the
See the Field Name and same value
Position Cross- 2 = Asked to be verified
Reference Table in the
Processing Codes
section of this technical
reference.

Each FAFSA Data

Verify flag byte
corresponds to a
specific SAR field and
indicates fields
corrected to the same
value on the transaction
being corrected.
268 1644 1644 1 DHS Match Flag Y = Citizenship Left
confirmed
Results from DHS N = Citizenship not
Match for applicants confirmed
who met criteria to be Blank = Record not sent
sent to match. to DHS
269 1645 1645 1 Secondary DHS Match C = DHS has not yet Left
Flag confirmed eligible
noncitizen status
Results from DHS N = DHS did not
Confirmation for confirm eligible
applicants who failed noncitizen status
Primary Confirmation. 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
270 1646 1660 15 Filler For Federal Student Aid Left
Use Only
271 1661 1675 15 DHS Verification Uppercase Letters A to Z Left
Number 000000000000000 to
999999999999999
Identification # Blank
provided by the
Department of
Homeland Security
indicating that primary
verification was
performed.
272 1676 1676 1 Filler For Federal Student Aid Left
Use Only
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
273 1677 1677 1 NSLDS Match Flag 1 = Student not in Left
Default or Overpayment
Results of the NSLDS 2 = Default
Match. 3 = Overpayment
4 = Default and
Overpayment
7 = Match but no data
provided
8 = Record not sent to
NSLDS
274 1678 1683 6 NSLDS Postscreening 01 = Default added Left
Reason Code 02 = Overpayment added
03 = Default resolved
The student’s eligibility 04 = Overpayment
has changed since the resolved
previous prescreening. 05 = Master Promissory
Note status change
This field can contain 06 = Loan went into
up to 3 reason codes at Discharged status
2 bytes each. 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
275 1684 1692 9 Filler For ED Use Only Left
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
276 1693 1693 1 Father’s/Stepfather’s 1 = No match on SSN Left
SSN Match Flag 2 = SSN and Name
match, no match on
Results from SSN DOB
Match with Social 3 = SSN match, no
Security match on Name
Administration. 4 = SSN, Name, and
DOB match
5 = SSN, Name, DOB
match with Date of
Death
8 = Record not sent to
SSA
277 1694 1702 9 Filler For ED Use Only Left
278 1703 1703 1 Mother’s/Stepmother’s 1 = No match on SSN Left
SSN Match Flag 2 = SSN and Name
match, no match on
Results from SSN DOB
Match with Social 3 = SSN match, no
Security match on Name
Administration. 4 = SSN, Name, and
DOB match
5 = SSN, Name, DOB
match with Date of
Death
8 = Record not sent to
SSA
279 1704 1704 1 Selective Service Match Y = Registration status Left
Flag confirmed
N = Registration status
Results from SS Match not confirmed
for applicants who met T = Temporarily Exempt
criteria to be sent to Blank = Record not sent
match. to Selective Service
280 1705 1705 1 Selective Service Y = Registration Left
Registration Flag completed
N = Registration not
Results from student’s completed
request to be registered T = Temporarily Exempt
with Selective Service. Blank = Record not sent
to Selective Service.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
281 1706 1706 1 SSA Citizenship Flag A = U.S. citizen Left
B = Legal alien, eligible
Results from to work
Citizenship Match with C = Legal alien, not
Social Security eligible to work
Administration. 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)
282 1707 1714 8 Filler For ED Use Only Left
283 1715 1715 1 SSN Match Flag 1 = No match on SSN Left
2 = SSN and name
Results from SSN match, no match on
Match with Social DOB
Security 3 = SSN match, no
Administration. match on name
4 = SSN, Name, and
DOB match
5 = SSN, name, DOB
match with Date of
Death
8 = Record not sent to
SSA
284 1716 1716 1 VA Match Flag 1 = Veteran status Left
confirmed
Results of the Veterans 2 = Record found on VA
Affairs Match. 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
285 1717 1736 20 SAR Acknowledgement 10 two-digit codes for Right
Comment Codes comments appearing on
the SAR
Codes are entered from Acknowledgement.
left to right by the CPS
and the unused
positions are filled with
zeros.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
286 1737 1796 60 Comment Codes Twenty 3-digit numeric Left
comment codes. (See
Comments provided by Comment Code Text
the CPS to further information in the
communication of Processing Codes section
important results and of this technical
processing information. reference.)
Unused positions contain
all zeroes.
287 1797 1797 1 Electronic Federal 1 = Federal School Code Right
School Code Indicator #1
2 = Federal School Code
Identifies which school #2
listed in ISIR fields 99, 3 = Federal School Code
101, 103, 105, 107, or #3
109 initiated this 4 = Federal School Code
transaction. #4
5 = Federal School Code
#5
6 = Federal School Code
#6
Blank = No Federal
School Code
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
288 1798 1798 1 Electronic Transaction A = Correction to Left
Indicator (ETI) Flag Academic
Competitiveness Grant
The ETI is set to (ACG) data only
indicate if the school 0 = School generated
receiving the ISIR transaction and is an
submitted input to ISIR Daily school
generate the ISIR (Applications) (IDAP)
transaction, or did not 1 = School did not
generate the transaction generate transaction and
but was listed on the is an ISIR Daily school
record. It also indicates (Automatic) (IDSA)
whether the type of 2 = School generated
ISIR is a daily, transaction and is an
requested, or pushed ISIR Request school
ISIR. An ETI Flag will (ISRF)
be set for each school 3 = School did not
choice. 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 System-
Generated ISIR (IGSG)
Blank = No destination
code associated or
school not participating
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
289 1799 1804 6 Multi School Code A = Correction to Left
Flags Academic
Competitiveness Grant
This field indicates the (ACG) data only
school codes being 0 = School generated
serviced by the transaction and is an
destination point that ISIR Daily school
will receive this ISIR (Applications) (IDAP)
transaction and identify 1 = School did not
which school originated generate transaction and
the transaction. The is an ISIR Daily school
appropriate ETI flag (Automatic) (IDSA)
will be listed in your 2 = School generated
school codes position. transaction and is an
ISIR Request school
If the first byte of this (ISRF)
field has a 1, then the 3 = School did not
Federal School Code generate transaction and
listed in Federal School is an ISIR Request
Code #1 did not school (Applications)
generate transaction and (ISRF)
is an ISIR Daily school. 4 = School generated
In addition, if the transaction and is an
second byte of this field ISIR Daily school, ISIR
has a 0, then Federal is CPS Pushed ISIR
School Code #2 (Corrections) (IGCO)
generated transaction 5 = School did not
and is an ISIR Daily generate transaction and
school. 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 System-
Generated ISIR (IGSG)
Blank = No destination
code associated or
school not participating
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
290 1805 1808 4 Verification Tracking 0000 to 9999 Left
Flag Blank
291 1809 1809 1 Student Is Selected For Y = Selected Left
Verification N = Not Selected
* = A subsequent
transaction was selected
for verification
292 1810 1832 23 Filler For Federal Student Aid Left
Use Only
293 1833 1834 2 NSLDS Transaction 01 to 99 Right
Number Blank

Reflects the latest

transaction number for
which NSLDS updated
information.
294 1835 1835 1 NSLDS Database 1 = Record matched, Left
Results Flag data sent
2 = SSN match, no name
Results from NSLDS or date of birth match, no
Match for applicants data sent
who met criteria to be 3 = SSN not found in
sent to match. NSLDS
4 = Full match, no
relevant data to send
5 = Real-time transaction
not sent to NSLDS
Blank = Record not sent,
all NSLDS fields will be
blank
295 1836 1836 1 Filler For Federal Student Aid Left
Use Only
296 1837 1837 1 NSLDS ACG D = Deferred Left
Overpayment Flag N = N/A
S = Satisfactory Payment
Arrangements
F = Fraud
W = Waived
Y = Overpayment
297 1838 1845 8 NSLDS ACG Numeric school code or Left
Overpayment Contact region code
N/A
Y (more than one)
298 1846 1846 1 NSLDS Pell D = Deferred Left
Overpayment Flag N = N/A
S = Satisfactory Payment
Arrangements
F = Fraud
W = Waived
Y = Overpayment
299 1847 1854 8 NSLDS Pell Numeric school code or Left
Overpayment Contact region code
N/A
Y (more than one)
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
300 1855 1855 1 NSLDS SEOG D = Deferred Left
Overpayment Flag N = N/A
S = Satisfactory Payment
Arrangements
F = Fraud
W = Waived
Y = Overpayment
301 1856 1863 8 NSLDS SEOG Numeric school code or Left
Overpayment Contact region code
N/A
Y (more than one)
302 1864 1864 1 NSLDS Perkins D = Deferred Left
Overpayment Flag N = N/A
S = Satisfactory Payment
Arrangements
F = Fraud
W = Waived
Y = Overpayment
303 1865 1872 8 NSLDS Perkins Numeric school code or Left
Overpayment Contact region code
N/A
Y (more than one)
304 1873 1873 1 NSLDS National D = Deferred Left
SMART Grant N = N/A
Overpayment Flag S = Satisfactory Payment
Arrangements
F = Fraud
W = Waived
Y = Overpayment
305 1874 1881 8 NSLDS National Numeric school code or Left
SMART Grant region code
Overpayment Contact N/A
Y (more than one)
306 1882 1882 1 NSLDS Defaulted Loan Y or N Left
Flag
307 1883 1883 1 NSLDS Discharged C = Conditional Left
Loan Flag D = Death
M = Multiple
N = None
P = Permanent
R= Reaffirmed
308 1884 1884 1 NSLDS Loan Y or N Left
Satisfactory Repayment
Flag
309 1885 1885 1 NSLDS Active Y or N Left
Bankruptcy Flag
310 1886 1891 6 NSLDS Aggregate Numeric Left
Subsidized Outstanding N/A
Principal Balance
311 1892 1897 6 NSLDS Aggregate Numeric Left
Unsubsidized N/A
Outstanding Principal
Balance
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
312 1898 1903 6 NSLDS Aggregate Numeric Left
Combined Outstanding N/A
Principal Balance
313 1904 1909 6 NSLDS Aggregate Numeric Left
Unallocated N/A
Consolidated
Outstanding Principal
Balance
314 1910 1915 6 NSLDS Aggregate Numeric Left
Subsidized Pending N/A
Disbursement
315 1916 1921 6 NSLDS Aggregate Numeric Left
Unsubsidized Pending N/A
Disbursement
316 1922 1927 6 NSLDS Aggregate Numeric Left
Combined Pending N/A
Disbursement
317 1928 1933 6 NSLDS Aggregate Numeric Left
Subsidized Total N/A
318 1934 1939 6 NSLDS Aggregate Numeric Left
Unsubsidized Total N/A
319 1940 1945 6 NSLDS Aggregate Numeric Left
Combined Total N/A
320 1946 1951 6 NSLDS Unallocated Numeric Left
Consolidated Total N/A
321 1952 1957 6 NSLDS Perkins Numeric Left
Cumulative N/A
Disbursement Amount
322 1958 1963 6 NSLDS Perkins Current Numeric Left
Year Disbursement N/A
Amount
323 1964 1964 1 NSLDS Defaulted Loan # Left
Change Flag N
324 1965 1965 1 NSLDS Discharged # Left
Loan Change Flag N
325 1966 1966 1 NSLDS Loan # Left
Satisfactory Repayment N
Change Flag
326 1967 1967 1 NSLDS Active # Left
Bankruptcy Change N
Flag
327 1968 1968 1 NSLDS Overpayments # Left
Change Flag N
328 1969 1969 1 NSLDS Aggregate # Left
Loan Change Flag N
329 1970 1970 1 NSLDS Perkins Loan # Left
Change Flag N
330 1971 1971 1 NSLDS Pell Payment # Left
Change Flag N
331 1972 1972 1 NSLDS ACG Payment # Left
Change Flag N
332 1973 1973 1 NSLDS National # Left
SMART Grant Change N
Flag
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
333 1974 1974 1 NSLDS Additional Pell Y or N Left
Flag
334 1975 1975 1 NSLDS Additional Y or N Left
Loans Flag
335 1976 1976 1 NSLDS Additional Y or N Left
ACG Flag
336 1977 1977 1 NSLDS Additional Y or N Left
National SMART Grant
Flag
337 1978 1978 1 NSLDS Direct Loan A = Active Left
Master Prom Note Flag C = Closed
I = Inactive
N = No Master
Promissory Note on file
Blank = No data from
NSLDS
338 1979 1979 1 NSLDS Direct Loan A = Active Left
PLUS Master Prom C = Closed
Note Flag I = Inactive
N = No Master
This flag indicates the Promissory Note on file
status of the Master Blank = No data from
Promissory Note for the NSLDS
parent of this student
who has borrowed a
PLUS loan on behalf of
this student.
339 1980 1980 1 NSLDS Direct Loan A = Active Left
Graduate PLUS Master C = Closed
Prom Note Flag I = Inactive
N = No Master
This flag indicates the Promissory Note on file
status of the Master Blank = No data from
Promissory Note for NSLDS
the graduate student
who has borrowed a
PLUS loan.
340 1981 1981 1 NSLDS Subsidized C = Close to or equal to Left
Loan Limit Flag limit
E = Exceeded limit
N = No problem
341 1982 1982 1 NSLDS Combined C = Close to or equal to Left
Loan Limit Flag limit
E = Exceeded limit
N = No problem
342 1983 1984 2 NSLDS Pell Sequence 01 to 03 Left
Number (1) Blank
343 1985 1987 3 NSLDS Pell Alpha Left
Verification Flag (1) N/A
344 1988 1993 6 NSLDS EFC (1) 000000 to 999999 Left
Blank
345 1994 2001 8 NSLDS Pell School Numeric Left
Code (1) Blank
346 2002 2003 2 NSLDS Pell Numeric Left
Transaction Number (1) Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
347 2004 2011 8 NSLDS Pell Last Numeric Left
Update Date (1) (CCYYMMDD)
N/A
Blank
348 2012 2017 6 NSLDS Pell Scheduled Numeric Right
Amount (1) Blank

Whole dollar amount

with leading zeros.
349 2018 2023 6 NSLDS Pell Amount Numeric Right
Paid to Date (1) Blank

Whole dollar amount

with leading zeros.
350 2024 2030 7 NSLDS Pell Percent Numeric Right
Scheduled Award Used Blank
(1)

Percent with four

decimal places assumed
for example, 50% =
0500000.
351 2031 2036 6 NSLDS Pell Award Numeric Right
Amount (1) Blank

Whole dollar amount

with leading zeros.
352 2037 2040 4 Filler For Federal Student Aid Right
Use Only
353 2041 2042 2 NSLDS Pell Sequence 01 to 03 Left
Number (2) Blank
354 2043 2045 3 NSLDS Pell Alpha Left
Verification Flag (2) N/A
355 2046 2051 6 NSLDS EFC (2) 000000 to 999999 Left
Blank
356 2052 2059 8 NSLDS Pell School Numeric Left
Code (2) Blank
357 2060 2061 2 NSLDS Pell Numeric Left
Transaction Number (2) Blank
358 2062 2069 8 NSLDS Pell Last Numeric Left
Update Date (2) (CCYYMMDD)
N/A
Blank
359 2070 2075 6 NSLDS Pell Scheduled Numeric Right
Amount (2) Blank

Whole dollar amount

with leading zeros.
360 2076 2081 6 NSLDS Pell Amount Numeric Right
Paid to Date (2) Blank

Whole dollar amount

with leading zeros.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
361 2082 2088 7 NSLDS Pell Percent Numeric Right
Scheduled Award Used Blank
(2)

Percent with four

decimal places assumed
for example, 50% =
0500000.
362 2089 2094 6 NSLDS Pell Award Numeric Right
Amount (2) Blank

Whole dollar amount

with leading zeros.
363 2095 2098 4 Filler For Federal Student Aid Right
Use Only
364 2099 2100 2 NSLDS Pell Sequence 01 to 03 Left
Number (3) Blank
365 2101 2103 3 NSLDS Pell Alpha Left
Verification Flag (3) N/A
366 2104 2109 6 NSLDS EFC (3) 000000 to 999999 Left
Blank
367 2110 2117 8 NSLDS Pell School Numeric Left
Code (3) Blank
368 2118 2119 2 NSLDS Pell Numeric Left
Transaction Number (3) Blank
369 2120 2127 8 NSLDS Pell Last Numeric Left
Update Date (3) (CCYYMMDD)
N/A
Blank
370 2128 2133 6 NSLDS Pell Scheduled Numeric Right
Amount (3) Blank

Whole dollar amount

with leading zeros.
371 2134 2139 6 NSLDS Pell Amount Numeric Right
Paid to Date (3) Blank

Whole dollar amount

with leading zeros.
372 2140 2146 7 NSLDS Pell Percent Numeric Right
Scheduled Award Used Blank
(3)

Percent with four

decimal places assumed
for example, 50% =
0500000.
373 2147 2152 6 NSLDS Pell Award Numeric Right
Amount (3) Blank

Whole dollar amount

with leading zeros.
374 2153 2156 4 Filler For Federal Student Aid Right
Use Only
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
375 2157 2158 2 NSLDS ACG Sequence 01 to 03 Left
Number (1) Blank
376 2159 2166 8 NSLDS ACG School Numeric Left
Code (1) Blank
377 2167 2168 2 NSLDS ACG Numeric Left
Transaction Number (1) Blank
378 2169 2176 8 NSLDS ACG Last Numeric Left
Update Date (1) (CCYYMMDD)
N/A
Blank
379 2177 2182 6 NSLDS ACG Amount Numeric Right
Paid to Date (1) Blank

Whole dollar amount

with leading zeros.
380 2183 2188 6 NSLDS ACG Award Numeric Right
Amount (1) Blank

Whole dollar amount

with leading zeros.
381 2189 2189 1 NSLDS ACG School Numeric Right
Year (1) Blank
382 2190 2191 2 NSLDS ACG 01 = High School Left
Eligibility Code (1) Program
02 = Advanced
Placement
(AP)/International
Baccalaureate (IB)
Courses
03 = High School
Coursework
383 2192 2197 6 NSLDS ACG High Alpha/Numeric Right
School Program Code N/A
(1) Blank
384 2198 2200 3 NSLDS ACG Sequence Numeric Right
Code (1) Blank
385 2201 2202 2 NSLDS ACG Sequence 01 to 03 Left
Number (2) Blank
386 2203 2210 8 NSLDS ACG School Numeric Left
Code (2) Blank
387 2211 2212 2 NSLDS ACG Numeric Left
Transaction Number (2) Blank
388 2213 2220 8 NSLDS ACG Last Numeric Left
Update Date (2) (CCYYMMDD)
N/A
Blank
389 2221 2226 6 NSLDS ACG Amount Numeric Right
Paid to Date (2) Blank

Whole dollar amount

with leading zeros.
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
390 2227 2232 6 NSLDS ACG Award Numeric Right
Amount (2) Blank

Whole dollar amount

with leading zeros.
391 2233 2233 1 NSLDS ACG School Numeric Right
Year (2) Blank
392 2234 2235 2 NSLDS ACG 01 = High School Left
Eligibility Code (2) Program
02 = AP/IB Courses
03 = High School
Coursework
393 2236 2241 6 NSLDS ACG High Alpha/Numeric Right
School Program Code N/A
(2) Blank
394 2242 2244 3 NSLDS ACG Sequence Numeric Right
Code (2) Blank
395 2245 2246 2 NSLDS ACG Sequence 01 to 03 Left
Number (3) Blank
396 2247 2254 8 NSLDS ACG School Numeric Left
Code (3) Blank
397 2255 2256 2 NSLDS ACG Numeric Left
Transaction Number (3) Blank
398 2257 2264 8 NSLDS ACG Last Numeric Left
Update Date (3) (CCYYMMDD)
N/A
Blank
399 2265 2270 6 NSLDS ACG Amount Numeric Right
Paid to Date (3) Blank

Whole dollar amount

with leading zeros.
400 2271 2276 6 NSLDS ACG Award Numeric Right
Amount (3) Blank

Whole dollar amount

with leading zeros.
401 2277 2277 1 NSLDS ACG School Numeric Right
Year (3) Blank
402 2278 2279 2 NSLDS ACG 01 = High School Left
Eligibility Code (3) Program
02 = AP/IB Courses
03 = High School
Coursework
403 2280 2285 6 NSLDS ACG High Alpha/Numeric Right
School Program Code N/A
(3) Blank
404 2286 2288 3 NSLDS ACG Sequence Numeric Right
Code (3) Blank
405 2289 2290 2 NSLDS SMART Grant 01 to 03 Left
Sequence Number (1) Blank
406 2291 2298 8 NSLDS SMART Grant Numeric Left
School Code (1) Blank
407 2299 2300 2 NSLDS SMART Grant Numeric Left
Transaction Number (1) Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
408 2301 2308 8 NSLDS SMART Grant Numeric Left
Last Update Date (1) (CCYYMMDD)
N/A
Blank
409 2309 2314 6 NSLDS SMART Grant Numeric Right
Amount Paid to Date Blank
(1)

Whole dollar amount

with leading zeros.
410 2315 2320 6 NSLDS SMART Grant Numeric Right
Award Amount (1) Blank

Whole dollar amount

with leading zeros.
411 2321 2321 1 NSLDS SMART Grant Numeric Right
School Year (1) Blank
412 2322 2328 7 NSLDS SMART Grant Character Right
Classification of Blank
Instructional Programs
Code (1)
413 2329 2331 3 NSLDS SMART Grant Numeric Right
Sequence Code (1) Blank
414 2332 2333 2 NSLDS SMART Grant 01 to 03 Left
Sequence Number (2) Blank
415 2334 2341 8 NSLDS SMART Grant Numeric Left
School Code (2) Blank
416 2342 2343 2 NSLDS SMART Grant Numeric Left
Transaction Number (2) Blank
417 2344 2351 8 NSLDS SMART Grant Numeric Left
Last Update Date (2) (CCYYMMDD)
N/A
Blank
418 2352 2357 6 NSLDS SMART Grant Numeric Right
Amount Paid to Date Blank
(2)

Whole dollar amount

with leading zeros.
419 2358 2363 6 NSLDS SMART Grant Numeric Right
Award Amount (2) Blank

Whole dollar amount

with leading zeros.
420 2364 2364 1 NSLDS SMART Grant Numeric Right
School Year (2) Blank
421 2365 2371 7 NSLDS SMART Grant Character Right
Classification of Blank
Instructional Programs
Code (2)
422 2372 2374 3 NSLDS SMART Grant Numeric Right
Sequence Code (2) Blank
423 2375 2376 2 NSLDS SMART Grant 01 to 03 Left
Sequence Number (3) Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
424 2377 2384 8 NSLDS SMART Grant Numeric Left
School Code (3) Blank
425 2385 2386 2 NSLDS SMART Grant Numeric Left
Transaction Number (3) Blank
426 2387 2394 8 NSLDS SMART Grant Numeric Left
Last Update Date (3) (CCYYMMDD)
N/A
Blank
427 2395 2400 6 NSLDS SMART Grant Numeric Right
Amount Paid to Date Blank
(3)

Whole dollar amount

with leading zeros.
428 2401 2406 6 NSLDS SMART Grant Numeric Right
Award Amount (3) Blank

Whole dollar amount

with leading zeros.
429 2407 2407 1 NSLDS SMART Grant Numeric Right
School Year (3) Blank
430 2408 2414 7 NSLDS SMART Grant Character Right
Classification of Blank
Instructional Programs
Code (3)
431 2415 2417 3 NSLDS SMART Grant Numeric Right
Sequence Code (3) Blank
432 2418 2419 2 NSLDS Loan (1) 01 to 06 Left
Sequence Number Blank
433 2420 2420 1 NSLDS Loan (1) Type D = Defaulted Left
Code R = Recent
T = Discharged
F = Fraud
Blank
434 2421 2421 1 NSLDS Loan (1) # Left
Change Flag N
Blank
435 2422 2423 2 NSLDS Loan (1) Alpha Code Left
Program Code See NSLDS Loan
Program Codes Table in
the Processing Codes
section of this technical
reference.
436 2424 2429 6 NSLDS Loan (1) Net 000000 to 999999 Right
Amount Blank
437 2430 2431 2 NSLDS Loan (1) Alpha Code Left
Current Status Code See NSLDS Loan
Current Status Codes
Table in the Processing
Codes section of this
technical reference.
438 2432 2439 8 NSLDS Loan (1) Format is CCYYMMDD Left
Current Status Date Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
439 2440 2445 6 NSLDS Loan (1) 000000 to 999999 Left
Aggregate Principal N/A
Balance Blank
440 2446 2453 8 NSLDS Loan (1) Numeric Left
Principal Balance Date (CCYYMMDD)
N/A
Blank
441 2454 2461 8 NSLDS Loan (1) Begin Numeric Left
Date (CCYYMMDD)
N/A
Blank
442 2462 2469 8 NSLDS Loan (1) End Numeric Left
Date (CCYYMMDD)
N/A
Blank
443 2470 2472 3 NSLDS Loan (1) Numeric Left
Guaranty Agency Code N/A
Blank
444 2473 2475 3 NSLDS Loan (1) Alpha Left
Contact Type N/A
Blank
445 2476 2483 8 NSLDS Loan (1) Numeric Left
School Code N/A
Blank
446 2484 2491 8 NSLDS Loan (1) Numeric Left
Contact Code N/A
Blank
447 2492 2494 3 NSLDS Loan (1) Grade Alpha/Numeric Left
Level N/A
Blank
448 2495 2495 1 NSLDS Loan (1) P = PLUS denial Left
Additional H = Health Professional
Unsubsidized Flag B = Both
N = Neither
449 2496 2496 1 NSLDS Loan (1) Y = Yes Left
Capitalized Interest N = No
Flag
450 2497 2502 6 NSLDS Loan (1) 000000 to 999999 Right
Disbursement Amount N/A
Blank
451 2503 2510 8 NSLDS Loan (1) Numeric Left
Disbursement Date (CCYYMMDD)
N/A
Blank
452 2511 2512 2 NSLDS Loan (2) 01 to 06 Left
Sequence Number Blank
453 2513 2513 1 NSLDS Loan (2) Type D = Defaulted Left
Code R = Recent
T = Discharged
F = Fraud
Blank
454 2514 2514 1 NSLDS Loan (2) # Left
Change Flag N
Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
455 2515 2516 2 NSLDS Loan (2) Alpha Code Left
Program Code See NSLDS Loan
Program Codes Table in
the Processing Codes
section of this technical
reference.
456 2517 2522 6 NSLDS Loan (2) Net 000000 to 999999 Right
Amount Blank
457 2523 2524 2 NSLDS Loan (2) Alpha Code Left
Current Status Code See NSLDS Loan
Current Status Codes
Table in the Processing
Codes section of this
technical reference.
458 2525 2532 8 NSLDS Loan (2) Format CCYYMMDD Left
Current Status Date Blank
459 2533 2538 6 NSLDS Loan (2) 000000 to 999999 Left
Aggregate Principal N/A
Balance Blank
460 2539 2546 8 NSLDS Loan (2) Numeric Left
Principal Balance Date (CCYYMMDD)
N/A
Blank
461 2547 2554 8 NSLDS Loan (2) Begin Numeric Left
Date (CCYYMMDD)
N/A
Blank
462 2555 2562 8 NSLDS Loan (2) End Numeric Left
Date (CCYYMMDD)
N/A
Blank
463 2563 2565 3 NSLDS Loan (2) Numeric Left
Guaranty Agency Code N/A
Blank
464 2566 2568 3 NSLDS Loan (2) Alpha Left
Contact Type N/A
Blank
465 2569 2576 8 NSLDS Loan (2) Numeric Left
School Code N/A
Blank
466 2577 2584 8 NSLDS Loan (2) Numeric Left
Contact Code N/A
Blank
467 2585 2587 3 NSLDS Loan (2) Grade Alpha/Numeric Left
Level N/A
Blank
468 2588 2588 1 NSLDS Loan (2) P = PLUS denial Left
Additional H = Health Professional
Unsubsidized Flag B = Both
N = Neither
469 2589 2589 1 NSLDS Loan (2) Y = Yes Left
Capitalized Interest N = No
Flag
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
470 2590 2595 6 NSLDS Loan (2) 000000 to 999999 Right
Disbursement Amount N/A
Blank
471 2596 2603 8 NSLDS Loan (2) Numeric Left
Disbursement Date (CCYYMMDD)
N/A
Blank
472 2604 2605 2 NSLDS Loan (3) 01 to 06 Left
Sequence Number Blank
473 2606 2606 1 NSLDS Loan (3) Type D = Defaulted Left
Code R = Recent
T = Discharged
F = Fraud
Blank
474 2607 2607 1 NSLDS Loan (3) # Left
Change Flag N
Blank
475 2608 2609 2 NSLDS Loan (3) Alpha Code Left
Program Code See NSLDS Loan
Program Codes Table in
the Processing Codes
section of this technical
reference.
476 2610 2615 6 NSLDS Loan (3) Net 000000 to 999999 Right
Amount Blank
477 2616 2617 2 NSLDS Loan (3) Alpha Code Left
Current Status Code See NSLDS Loan
Current Status Codes
Table in the Processing
Codes section of this
technical reference.
478 2618 2625 8 NSLDS Loan (3) Format is CCYYMMDD Left
Current Status Date Blank
479 2626 2631 6 NSLDS Loan (3) 000000 to 999999 Left
Aggregate Principal N/A
Balance Blank
480 2632 2639 8 NSLDS Loan (3) Numeric Left
Principal Balance Date (CCYYMMDD)
N/A
Blank
481 2640 2647 8 NSLDS Loan (3) Begin Numeric Left
Date (CCYYMMDD)
N/A
Blank
482 2648 2655 8 NSLDS Loan (3) End Numeric Left
Date (CCYYMMDD)
N/A
Blank
483 2656 2658 3 NSLDS Loan (3) Numeric Left
Guaranty Agency Code N/A
Blank
484 2659 2661 3 NSLDS Loan (3) Alpha Left
Contact Type N/A
Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
485 2662 2669 8 NSLDS Loan (3) Numeric Left
School Code N/A
Blank
486 2670 2677 8 NSLDS Loan (3) Numeric Left
Contact Code N/A
Blank
487 2678 2680 3 NSLDS Loan (3) Grade Alpha/Numeric Left
Level N/A
Blank
488 2681 2681 1 NSLDS Loan (3) P = PLUS denial Left
Additional H = Health Professional
Unsubsidized Flag B = Both
N = Neither
489 2682 2682 1 NSLDS Loan (3) Y = Yes Left
Capitalized Interest N = No
Flag
490 2683 2688 6 NSLDS Loan (3) 000000 to 999999 Right
Disbursement Amount N/A
Blank
491 2689 2696 8 NSLDS Loan (3) Numeric Left
Disbursement Date (CCYYMMDD)
N/A
Blank
492 2697 2698 2 NSLDS Loan (4) 01 to 06 Left
Sequence Number Blank
493 2699 2699 1 NSLDS Loan (4) Type D = Defaulted Left
Code R = Recent
T = Discharged
F = Fraud
Blank
494 2700 2700 1 NSLDS Loan (4) # Left
Change Flag N
Blank
495 2701 2702 2 NSLDS Loan (4) Alpha Code Left
Program Code See NSLDS Loan
Program Codes Table in
the Processing Codes
section of this technical
reference.
496 2703 2708 6 NSLDS Loan (4) Net 000000 to 999999 Right
Amount Blank
497 2709 2710 2 NSLDS Loan (4) Alpha Code Left
Current Status Code See NSLDS Loan
Current Status Codes
Table in the Processing
Codes section of this
technical reference.
498 2711 2718 8 NSLDS Loan (4) Format is CCYYMMDD Left
Current Status Date Blank
499 2719 2724 6 NSLDS Loan (4) 000000 to 999999 Left
Aggregate Principal N/A
Balance Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
500 2725 2732 8 NSLDS Loan (4) Numeric Left
Principal Balance Date (CCYYMMDD)
N/A
Blank
501 2733 2740 8 NSLDS Loan (4) Begin Numeric Left
Date (CCYYMMDD)
N/A
Blank
502 2741 2748 8 NSLDS Loan (4) End Numeric Left
Date (CCYYMMDD)
N/A
Blank
503 2749 2751 3 NSLDS Loan (4) Numeric Left
Guaranty Agency Code N/A
Blank
504 2752 2754 3 NSLDS Loan (4) Alpha Left
Contact Type N/A
Blank
505 2755 2762 8 NSLDS Loan (4) Numeric Left
School Code N/A
Blank
506 2763 2770 8 NSLDS Loan (4) Numeric Left
Contact Code N/A
Blank
507 2771 2773 3 NSLDS Loan (4) Grade Alpha/Numeric Left
Level N/A
Blank
508 2774 2774 1 NSLDS Loan (4) P = PLUS denial Left
Additional H = Health Professional
Unsubsidized Flag B = Both
N = Neither
509 2775 2775 1 NSLDS Loan (4) Y = Yes Left
Capitalized Interest N = No
Flag
510 2776 2781 6 NSLDS Loan (4) 000000 to 999999 Right
Disbursement Amount N/A
Blank
511 2782 2789 8 NSLDS Loan (4) Numeric Left
Disbursement Date (CCYYMMDD)
N/A
Blank
512 2790 2791 2 NSLDS Loan (5) 01 to 06 Left
Sequence Number Blank
513 2792 2792 1 NSLDS Loan (5) Type D = Defaulted Left
Code R = Recent
T = Discharged
F = Fraud
Blank
514 2793 2793 1 NSLDS Loan (5) # Left
Change Flag N
Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
515 2794 2795 2 NSLDS Loan (5) Alpha Code Left
Program Code See NSLDS Loan
Program Codes Table in
the Processing Codes
section of this technical
reference.
516 2796 2801 6 NSLDS Loan (5) Net 000000 to 999999 Right
Amount Blank
517 2802 2803 2 NSLDS Loan (5) Alpha Code Left
Current Status Code See NSLDS Loan
Current Status Codes
Table in the Processing
Codes section of this
technical reference.
518 2804 2811 8 NSLDS Loan (5) Format is CCYYMMDD Left
Current Status Date Blank
519 2812 2817 6 NSLDS Loan (5) 000000 to 999999 Left
Aggregate Principal N/A
Balance Blank
520 2818 2825 8 NSLDS Loan (5) Numeric Left
Principal Balance Date (CCYYMMDD)
N/A
Blank
521 2826 2833 8 NSLDS Loan (5) Begin Numeric Left
Date (CCYYMMDD)
N/A
Blank
522 2834 2841 8 NSLDS Loan (5) End Numeric Left
Date (CCYYMMDD)
N/A
Blank
523 2842 2844 3 NSLDS Loan (5) Numeric Left
Guaranty Agency Code N/A
Blank
524 2845 2847 3 NSLDS Loan (5) Alpha Left
Contact Type N/A
Blank
525 2848 2855 8 NSLDS Loan (5) Numeric Left
School Code N/A
Blank
526 2856 2863 8 NSLDS Loan (5) Numeric Left
Contact Code N/A
Blank
527 2864 2866 3 NSLDS Loan (5) Grade Alpha/Numeric Left
Level N/A
Blank
528 2867 2867 1 NSLDS Loan (5) P = PLUS denial Left
Additional H = Health Professional
Unsubsidized Flag B = Both
N = Neither
529 2868 2868 1 NSLDS Loan (5) Y = Yes Left
Capitalized Interest N = No
Flag
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
530 2869 2874 6 NSLDS Loan (5) 000000 to 999999 Right
Disbursement Amount N/A
Blank
531 2875 2882 8 NSLDS Loan (5) Numeric Left
Disbursement Date (CCYYMMDD)
N/A
Blank
532 2883 2884 2 NSLDS Loan (6) 01 to 06 Left
Sequence Number Blank
533 2885 2885 1 NSLDS Loan (6) Type D = Defaulted Left
Code R = Recent
T = Discharged
F = Fraud
Blank
534 2886 2886 1 NSLDS Loan (6) # Left
Change Flag N
Blank
535 2887 2888 2 NSLDS Loan (6) Alpha Code Left
Program Code See NSLDS Loan
Program Codes Table in
the Processing Codes
section of this technical
reference.
536 2889 2894 6 NSLDS Loan (6) Net 000000 to 999999 Right
Amount Blank
537 2895 2896 2 NSLDS Loan (6) Alpha Code Left
Current Status Code See NSLDS Loan
Current Status Codes
Table in the Processing
Codes section of this
technical reference.
538 2897 2904 8 NSLDS Loan (6) Format is CCYYMMDD Left
Current Status Date Blank
539 2905 2910 6 NSLDS Loan (6) 000000 to 999999 Left
Aggregate Principal N/A
Balance Blank
540 2911 2918 8 NSLDS Loan (6) Numeric Left
Principal Balance Date (CCYYMMDD)
N/A
Blank
541 2919 2926 8 NSLDS Loan (6) Begin Numeric Left
Date (CCYYMMDD)
N/A
Blank
542 2927 2934 8 NSLDS Loan (6) End Numeric Left
Date (CCYYMMDD)
N/A
Blank
543 2935 2937 3 NSLDS Loan (6) Numeric Left
Guaranty Agency Code N/A
Blank
544 2938 2940 3 NSLDS Loan (6) Alpha Left
Contact Type N/A
Blank
Field FAFS Justify
Start End Length Field Name Valid Content
# A# Signed
545 2941 2948 8 NSLDS Loan (6) Numeric Left
School Code N/A
Blank
546 2949 2956 8 NSLDS Loan (6) Numeric Left
Contact Code N/A
Blank
547 2957 2959 3 NSLDS Loan (6) Grade Alpha/Numeric Left
Level N/A
Blank
548 2960 2960 1 NSLDS Loan (6) P = PLUS denial Left
Additional H = Health Professional
Unsubsidized Flag B = Both
N = Neither
549 2961 2961 1 NSLDS Loan (6) Y = Yes Left
Capitalized Interest N = No
Flag
550 2962 2967 6 NSLDS Loan (6) 000000 to 999999 Right
Disbursement Amount N/A
Blank
551 2968 2975 8 NSLDS Loan (6) Numeric Left
Disbursement Date (CCYYMMDD)
N/A
Blank
Total 2975
Bytes