Column Name on File | Field on Form | Field Type on Form | Valid Values | Notes |
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username | N/A |
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userExternalId | N/A |
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userCreatedDate | N/A |
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userLastIpAddress | N/A |
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applicationId | N/A |
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institution | N/A |
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institutionExternalId | N/A |
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campus | N/A |
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campusExternalId | N/A |
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site | N/A |
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siteExternalId | N/A |
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program | N/A |
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programExternalId | N/A |
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electronicSignatureRequiredTypeCode | N/A |
| NOTREQUIRED
ONLYPARENTSIGNATUREREQUIRED
ONLYSTUDENTSIGNATUREREQUIRED
BOTHSTUDENTANDPARENTSIGNATURESREQUIRED |
|
type | N/A |
| Financial Aid Application |
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name | N/A |
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| Name from Document Setup |
status | N/A |
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createdDate | N/A |
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eSigned | N/A |
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eSignedDate | N/A |
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⚖️ sai | Status |
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N/A |
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| dependencyStatusCode | N/A |
| I= Independent
D= Dependent
Z= Provisional Independent
X= Rejected Dependent |
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dependencyStatus | N/A |
| Independent
Dependent
Provisional Independent
Rejected Independent |
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correctionProcessDate | N/A |
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⚖️ originalSocialSecurityNumber| Status |
|---|
|
| colour | Red |
|---|
titleUPDATED | Social Security Number | Textbox | 9-digit numeric value. Values may also be blank or nine zeroes (000000000) |
| studentsFirstName | First Name | Textbox |
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middleName | Middle Name | Textbox |
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studentsLastName | Last Name | Textbox |
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academicYear | N/A |
|
| Example: 2025 |
academicYearRange | N/A |
|
| Example: 2024-2025 |
areYouOnActiveDutyInUSArmedForces | The student is currently serving on active duty in the U.S. armed forces for purposes other than training. | Checkbox | 1= Selected
Blank | Personal Circumstances option |
asofTodayAnEmancipatedMinor | The student is or was a legally emancipated minor, as determined by a court in their state of residence. | Checkbox | 1= Selected
Blank | Personal Circumstances option |
asofTodayInLegalGuardianship | The student is or was in a legal guardianship with someone other than their parent or stepparent, as determined by a court in their state of residence. | Checkbox | 1= Selected
Blank | Personal Circumstances option |
certificationIntroduction |
| Text Only |
| Client custom field. Text only. Column is blank in file for all clients. |
certificationOptionA |
| Radio Button | 1
2
Blank | Client custom field. |
certificationOptionB |
| Radio Button | 1
2
Blank | Client custom field. |
certificationOptionC |
| Radio Button | 1
2
Blank | Client custom field. |
certificationPermanentResidency |
| Radio Button | 1
2
Blank | Client custom field. |
certifyPermandentResidencyApplication |
| Text Only |
| Client custom field. Text only. Column is blank in file for all clients. |
doYouWantSelectiveServiceToRegisterYou | I certify that I am in compliance with federal Selective Service registration requirements. | Checkbox | Blank
1= checked | Only shown for some states, to males between age 18 and 25 |
eitherParentAttendCollege | Did either of the student’s parents attend or complete college? | Dropdown | 1 = Neither parent attended college
2 = One or both parents attended college, but neither parent completed college
3 = One or both parents completed college
4 = Don’t know
Blank |
|
encourageCreateProfile |
| Text Only |
| Client custom field. Text only. Column is blank in file for all clients. |
federalSchoolCode1 | Federal School Code 1 | Dropdown |
| Options are:
Select
List of FSC for each configured Site |
federalSchoolCode10 | Federal School Code 10 | Dropdown | Blank
Numeric Federal School Code | Options are:
Select
List of FSC for each configured Site |
federalSchoolCode11 | Federal School Code 11 | Dropdown |
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federalSchoolCode12 | Federal School Code 12 | Dropdown |
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federalSchoolCode13 | Federal School Code 13 | Dropdown |
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federalSchoolCode14 | Federal School Code 14 | Dropdown |
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federalSchoolCode15 | Federal School Code 15 | Dropdown |
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federalSchoolCode16 | Federal School Code 16 | Dropdown |
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federalSchoolCode17 | Federal School Code 17 | Dropdown |
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federalSchoolCode18 | Federal School Code 18 | Dropdown |
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federalSchoolCode19 | Federal School Code 19 | Dropdown |
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federalSchoolCode2 | Federal School Code 2 | Dropdown |
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federalSchoolCode20 | Federal School Code 20 | Dropdown |
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federalSchoolCode3 | Federal School Code 3 | Dropdown |
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federalSchoolCode4 | Federal School Code 4 | Dropdown |
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federalSchoolCode5 | Federal School Code 5 | Dropdown |
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federalSchoolCode6 | Federal School Code 6 | Dropdown |
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federalSchoolCode7 | Federal School Code 7 | Dropdown |
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federalSchoolCode8 | Federal School Code 8 | Dropdown |
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federalSchoolCode9 | Federal School Code 9 | Dropdown |
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firstBachelorsDegreeBy | When the student begins the XXXX school year, will they already have their first bachelor's degree? | Dropdown | 1= Yes
2= No |
|
gradeLevelInCollege | When the student begins the XXXX school year, what will their college grade level be? | Dropdown | 1 = First Year (Freshman)
2 = Second Year (Sophomore)
3 = Other Undergraduate (Junior or Senior)
4 = College Graduate, Professional or Beyond (MBA, M.D., Ph.D., etc.)
Blank |
|
gradeLevelInCollegeFundingMessage | N/A- informational text only |
|
| Text is shown/hidden based on client. Column will be blank in file for all clients. |
haveChildrenYouSupport | The student has children or other people (excluding their spouse) who live with the student and will receive more than half of their support from the student now and between July 1, XXXX and June 30, XXXX. | Checkbox | 1= Selected
Blank | Personal Circumstances option |
highSchoolCity | High school city | Textbox |
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highSchoolEquivalentDiplomaName | Which state-recognized high school equivalent did or will the student receive? | Dropdown | 1= GED
2= HiSET
3= TASC
4= Other
Blank |
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highSchoolEquivalentDiplomaState | Issuing state | Dropdown | Two-letter state code
Blank | Field options are all fifty states plus US territories, Canadian provinces, and "Foreign Country" |
highSchoolName | High school name | Textbox |
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highSchoolState | High school state | Dropdown | Two-letter state code
Blank | Field options are all fifty states plus US territories, Canadian provinces, and "Foreign Country" |
houseBill1079 |
| Radio Button | 1
2
Blank | Client custom field. |
HSDiplomaOrEquivalent | High school completion status when the student begins the XXXX school year. | Dropdown | 1= High School diploma
2= State-recognized high school equivalent
3= Homeschooled
4= None of the previous |
|
inFosterCare | At any time since the student turned age 13, they were in foster care. | Checkbox | 1= Selected
Blank | Personal Circumstances option |
inStateRates |
| Text Only |
| Client custom question. Text only. Column will be blank in file for all clients. |
isTheStudentHispanic | Is the student of Hispanic, Latino, or Spanish origin? |
| 1= No, not of Hispanic, Latino, or Spanish origin
2= Yes, Mexican, Mexican American, or Chicano
3= Yes, Puerto Rican
4= Yes, Cuban
5= Yes, another Hispanic, Latino, or Spanish origin
6= Prefer not to answer |
|
otherCircumstancesNoneOfTheAbove | None of these | Checkbox | 1= Selected
Blank | Other Circumstances option |
parentCity | City | Textbox |
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parentDateOfBirth | Parent's date of birth | MMDDYYYY Dropdown Date |
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parentDeductiblePaymentsToIRAKeoghOther | IRA deductions and payments to self-employed SEP, SIMPLE, and qualified plans | Textbox |
| Amount value |
parentEarnedIncomeTaxCreditReceivedDuringTaxYear | Did the parent receive the earned income tax credit (EITC)? | Dropdown | 1= Yes
2= No
3= Don't know
Blank |
|
parentEmailAddress | Parent's email address | Textbox |
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parentFederalBenefitsNoneOfTheAbove | None of these | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentFiled1040or1040NR | Did or will the parent file a XXXX IRS Form 1040 or 1040-NR? | Radio Button | 1= Yes
2= No
Blank |
|
parentFiledJointReturnWithCurrentSpouse | Did or will the parent file a XXXX joint tax return with their current spouse? | Radio Button | 1= Yes
2= No
Blank |
|
parentFiledNonUSTaxReturn | Indicate which of the following situations applies to the parent for XXXX. | Radio Button | 1 = The parent filed or will file a tax return with Puerto Rico or another U.S. territory
2 = The parent filed or will file a foreign tax return
3 = Either the parent earned income in a foreign country but did not and will not file a foreign tax return, or they were an employee of an international organization but not required to report their income on any tax return.
4 = The parent, even though they earned income in the U.S., did not and will not file a U.S. tax return because their income was below the tax filing threshold.
5 = The parent did not and will not file a U.S. tax return for reasons other than low income.
6 = The parent did not and will not file any tax return because they did not earn any income.
Blank |
|
parentFiledScheduleABDEForH | Did the parent file a schedule A, B, D, E, F, or H with their XXXX IRS Form 1040? | Dropdown | 1= Yes
2= No
3= Don't know
Blank |
|
parentFirstName | Parent's first name | Textbox |
|
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parentForeignEarnedIncomeExclusion | Foreign earned income exclusion | Textbox |
| Amount value |
parentFreeorReducedPriceSchoolLunchBenefits | Free or reduced-price school lunch | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentIncomeEarnedFromWork | Income earned from work | Textbox |
| Amount value |
parentIRARollover | IRA rollover into another IRA or qualified plan | Textbox |
| Amount value |
parentITIN | N/A |
|
| Column will be blank on file. Field was consolidated with SSN field on form, to maintain current account validation processes. |
parentKilledintheLineofDuty | Was the student's parent or guardian killed in the line of duty while (1) serving on active duty as a member of the armed forces on or after September 11, 2001, or (2) performing official duties as a public safety officer? | Radio Button | 1= Yes
2= No
Blank |
|
parentLastName | Parent's last name | Textbox |
|
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parentMiddleName | Parent's middle name | Textbox |
|
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parentPensionRollover | Pension rollover into another IRA or qualified plan | Textbox |
| Amount value |
parentPhoneNumber | Parent's mobile phone number | Textbox |
|
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parentReceivedEITC | Earned income tax credit (EITC) | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentReceivedFederalHousingAssistance | Federal housing assistance | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentReceivedMedicaid | Medicaid | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentReceivedRefundableCreditFor36BHealthPlan | Refundable credit for coverage under a qualified health plan (QHP) | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentReceivedSNAP | Supplemental Nutrition Assistance Program (SNAP) | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentsAdjustedGrossIncomeFromIRSForm | Adjusted gross income | Textbox |
| Amount value |
parentsBusinessAndOrInvestmentFarmNetWorth | Current net worth of businesses and investment farms | Textbox |
| Amount value |
parentsCashSavingsAndChecking | Current total of cash, savings, and checking accounts | Textbox |
| Amount value |
parentScheduleCAmount | Net profit or loss from IRS Form 1040 Schedule C | Textbox |
| Amount value |
parentsChildSupportReceived | Annual Child Support Received | Textbox |
| Amount value |
parentsDeceased | At any time since the student turned 13, they were an orphan (no living biological or adoptive parent.) | Checkbox | 1= Selected
Blank | Personal Circumstances option |
parentsEducationalCredits | Education credits (American Opportunity and Lifetime Learning credits) | Textbox |
| Amount value |
parentsGrantOrScholarshipAid | Amount of college grants or scholarships reported as income to the IRS | Textbox |
| Amount value |
parentSignatureDate | N/A |
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parentSignatureName | N/A |
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parentsInvestmentNetWorth | Current net worth of investments, including real estate | Textbox |
| Amount value |
parentsLegalResidenceDate | Month and year parent became a full-time resident of the state/country indicated. | MMDDYYYY Dropdown Date |
|
|
parentsMaritalStatus | Parent Current Marital Status | Dropdown | 1 = Single
2 = Unmarried and both legal parents living together
3 = Married
4 = Remarried
5 = Separated
6 = Divorced
7 = Widowed
Blank | Note: Update needed to align option values with ISIR option values. |
parentsNumberinCollegeParentsExcluded | How many people in the parent's family will be in college between July 1, XXXX and June 30, XXXX? | Dropdown | 1 through 9 |
|
parentsNumberofFamilyMembers | How many people are in the parent's family? | Dropdown | 1 through 20 |
|
⚖️ parentSocialSecurityNumber| Status |
|---|
|
|
Parent's Social Security number (SSN), Individual Taxpayer Identification Number (ITIN), or Deferred Action for Childhood Arrivals (DACA) number | Textbox | 9-digit numeric value. Values may also be blank or nine zeroes (000000000)
|
| parentSpouseOrPartnerAdjustedGrossIncome | Adjusted gross income | Textbox |
| Amount value |
parentSpouseOrPartnerCity | City | Textbox |
|
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parentSpouseOrPartnerDateOfBirth | Parent spouse or partner's date of birth | Date |
|
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parentSpouseOrPartnerDeductiblePaymentsToIRAKeoghOther | IRA deductions and payments to self-employed SEP, SIMPLE, and qualified plans | Textbox |
| Amount value |
parentSpouseOrPartnerEducationCredits | Education credits (American Opportunity and Lifetime Learning credits) | Textbox |
| Amount value |
parentSpouseOrPartnerEmailAddress | Parent spouse or partner's email address | Textbox |
|
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parentSpouseOrPartnerFiled1040or1040NR | Did or will the parent spouse or partner file a XXXX IRS Form 1040 or 1040-NR? | Radio Button |
|
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parentSpouseOrPartnerFiledNonUSTaxReturn | Indicate which of the following situations applies to the parent spouse or partner for XXXX. | Dropdown | 1 = The parent spouse or partner filed or will file a tax return with Puerto Rico or another U.S. territory
2 = The parent spouse of partner filed or will file a foreign tax return
3 = Either the parent spouse or partner earned income in a foreign country but did not and will not file a foreign tax return, or they were an employee of an international organization but not required to report their income on any tax return.
4 = The parent spouse or partner, even though they earned income in the U.S., did not and will not file a U.S. tax return because their income was below the tax filing threshold.
5 = The parent spouse or partner did not and will not file a U.S. tax return for reasons other than low income.
6 = The parent spouse or partner did not and will not file any tax return because they did not earn any income.
Blank |
|
parentSpouseOrPartnerFiledScheduleABDEForH | Did the parent spouse or partner file a schedule A, B, D, E, F, or H with their $App.Fay(-3) IRS Form 1040? | Dropdown | 1= Yes
2= No
3= Don't know
Blank |
|
parentSpouseOrPartnerFirstName | Parent spouse or partner's first name | Textbox |
|
|
parentSpouseOrPartnerForeignEarnedIncomeExclusion | Foreign earned income exclusion | Textbox |
| Amount value |
parentSpouseOrPartnerIncomeEarnedFromWork | Income earned from work | Textbox |
| Amount value |
parentSpouseOrPartnerIncomeTaxPaid | Income tax paid | Textbox |
| Amount value |
parentSpouseOrPartnerIRARollover | IRA rollover into another IRA or qualified plan | Textbox |
| Amount value |
parentSpouseOrPartnerITIN | N/A |
|
| Column will be blank on file. Field was consolidated with SSN field on form, to maintain current account validation processes. |
parentSpouseOrPartnerLastName | Parent spouse or partner's last name | Textbox |
|
|
parentSpouseOrPartnerMiddleName | Parent spouse or partner's middle name | Textbox |
|
|
parentSpouseOrPartnerPensionRollover |
|
|
|
|
parentSpouseOrPartnerPhoneNumber | Parent spouse or partner's mobile phone number | Textbox |
|
|
parentSpouseOrPartnerScheduleCAmount | Net profit or loss from IRS Form 1040 Schedule C | Textbox |
| Amount value |
⚖️ parentSpouseOrPartnerSocialSecurityNumber | Status |
|---|
colour | Red |
| title | UPDATED |
|---|
Parent spouse or partner’s Social Security number (SSN), Individual Taxpayer Identification Number (ITIN), or Deferred Action for Childhood Arrivals (DACA) number | Textbox | 9-digit numeric value. Values may also be blank or nine zeroes (000000000)
| | parentSpouseOrPartnerState | State | Dropdown | Two-letter state code
Blank | Field options are all fifty states plus US territories, Canadian provinces, and "Foreign Country" |
parentSpouseOrPartnerStreetAddress | Parent spouse or partner's permanent mailing address | Textbox |
|
|
parentSpouseOrPartnerSuffix | Suffix | Textbox |
|
|
parentSpouseOrPartnerTaxExemptInterestIncome | Tax exempt interest income | Textbox |
| Amount value |
parentSpouseOrPartnerTaxReturnFilingStatus | Indicate the parent spouse or partner's income tax filing status for XXXX. | Dropdown | 1 = Single
2 = Married–Filing jointly
3 = Married–Filing separately
4 = Head of Household
5 = Qualifying Surviving Spouse
Blank |
|
parentSpouseOrPartnerUntaxedPortionsOfIRADistributions | Untaxed portions of IRA distributions | Textbox |
| Amount value |
parentSpouseOrPartnerUntaxedPortionsOfPensions | Untaxed portions of pensions | Textbox |
| Amount value |
parentSpouseOrPartnerZipCode | Zip Code | Textbox |
|
|
parentsStateofLegalResidence | Parent's State of Residence | Dropdown | Two-letter state code
Blank | Field options are all fifty states plus US territories, Canadian provinces, and "Foreign Country" |
parentState | State | Textbox | Two-letter state code
Blank | Field options are all fifty states plus US territories, Canadian provinces, and "Foreign Country" |
parentsTaxReturnFilingStatus | Indicate the parent's income tax filing status for XXXX. | Dropdown | 1 = Single
2 = Married–Filing jointly
3 = Married–Filing separately
4 = Head of Household
5 = Qualifying Surviving Spouse
Blank |
|
parentStreetAddress | Parent's permanent mailing address | Textbox |
|
|
parentSuffix | Suffix | Textbox |
|
|
parentsUntaxedPensions | Untaxed portions of pensions | Textbox |
| Amount value |
parentSupplementalSecurityIncomeBenefits | Supplemental Security Income (SSI) | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentsUSIncomeTaxPaid | Income tax paid | Textbox |
| Amount value |
parentTANFBenefits | Temporary Assistance for Needy Families (TANF) | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentTaxExemptInterestIncome | Tax exempt interest income | Textbox |
| Amount value |
parentUntaxedPortionsOfIRADistributions | Untaxed portions of IRA distributions | Textbox |
| Amount value |
parentWICBenefits | Special Supplemental Nutrition Program for Women, Infants, and Children (WIC) | Checkbox | 1= Selected
Blank | Parent Federal Benefits Received option |
parentZipCode | Zip Code | Textbox |
|
|
permanentMailingAddress | Permanent mailing address | Textbox |
|
|
personalCircumstancesNoneOfTheAbove | None of these | Checkbox | 1= Selected
Blank | Personal Circumstances option |
pursuingTeacherCertification | Will the student be pursuing an initial teaching certification at the elementary or secondary level? | Dropdown | 1= Yes
2= No
Blank | Not shown on form if firstBachelorsDegreeBy is "No." |
residencyCertificationOptionVerification |
| Checkbox | 1= Selected
Blank | Clent custom field. |
riskOfHomelessDetermination | If the answer is "Yes," did any of the following determine the student was homeless or at risk of becoming homeless? | Checkbox | 1= Yes
2= No
Blank | Other Circumstances question |
schoolList | N/A | Text Only |
| Client custom field. Text only. Column is blank in file for all clients. |
senateBill13033 | N/A | Text Only |
| Client custom field. Text only. Column is blank in file for all clients. |
specialCircumstancesApproved | N/A |
|
| Client custom field. |
spouseAdjustedGrossIncome | Adjusted gross income | Textbox |
| Amount value |
spouseCity | City | Textbox |
|
|
spouseDateOfBirth | Spouse's date of birth | Date |
|
|
spouseDeductiblePaymentsToIRAKeoghOther | IRA deductions and payments to self-employed SEP, SIMPLE, and qualified plans | Textbox |
| Amount value |
spouseEducationCredits | Education credits (American Opportunity and Lifetime Learning credits) | Textbox |
| Amount value |
spouseEmailAddress | Spouse's email address | Textbox |
|
|
spouseFiled1040or1040NR | Did or will the student spouse file a XXXX IRS Form 1040 or 1040-NR? | Radio Button | 1= Yes
2= No
Blank |
|
spouseFiledNonUSTaxReturn | Did the spouse earn income in a foreign country in XXXX, were they employed by an international organization but not required to report their income on any tax return, or did they file a tax return with Puerto Rico or another U.S. territory? | Radio Button | 1= Yes
2= No
Blank |
|
spouseFiledScheduleABDEForH | Did the student spouse file a schedule A, B, D, E, F, or H with their XXXX IRS Form 1040? | Dropdown | 1= Yes
2= No
3= Don't know
Blank |
|
spouseFirstName | Spouse's first name | Textbox |
|
|
spouseForeignEarnedIncomeExclusion | Foreign earned income exclusion | Textbox |
| Amount value |
spouseIncomeTaxPaid | Income tax paid | Textbox |
| Amount value |
spouseIRARollover | IRA rollover into another IRA or qualified plan | Textbox |
| Amount value |
spouseITIN | Spouse's Individual Taxpayer Identification Number (ITIN) or Deferred Action for Childhood Arrivals (DACA) number | Textbox |
|
|
spouseLastName | Spouse's last name | Textbox |
|
|
spouseMiddleName | Spouse's middle name | Textbox |
|
|
spousePensionRollover | Pension rollover into another IRA or qualified plan | Textbox |
| Amount value |
spousePhoneNumber | Spouse's mobile phone number | Textbox |
|
|
spouseScheduleCAmount | Net profit or loss from IRS Form 1040 Schedule C | Textbox |
| Amount value |
spousesIncomeEarnedFromWork | Income earned from work | Textbox |
| Amount value |
⚖️ spouseSocialSecurityNumber | Status |
|---|
|
| colour | Red |
|---|
title | UPDATEDSpouse's Social Security number (SSN) | Textbox | 9-digit numeric value. Values may also be blank or nine zeroes (000000000) | | spouseState | State | Dropdown | Two-letter state code
Blank | Field options are all fifty states plus US territories, Canadian provinces, and "Foreign Country" |
spouseStreetAddress | Spouse's permanent mailing address |
|
|
|
spouseSuffix | Suffix | Textbox |
|
|
spouseTaxExemptInterestIncome | Tax exempt interest income | Textbox |
| Amount value |
spouseTaxReturnFilingStatus | Indicate the student spouse's income tax filing status for $App.Fay(-3). | Dropdown | 1 = Single
2 = Married–Filing jointly
3 = Married–Filing separately
4 = Head of Household
5 = Qualifying Surviving Spouse
Blank |
|
spouseUntaxedPortionsOfIRADistributions | Untaxed portions of IRA distributions | Textbox |
| Amount value |
spouseUntaxedPortionsOfPensions | Untaxed portions of pensions | Textbox |
| Amount value |
spouseZipCode | Zip Code | Textbox |
|
|
stateTuitionRatesIneligle |
| Text Only |
| Client custom field. Text only. Column is blank in file for all clients. |
studentDeductiblePaymentsToIRAKeoghOther | IRA deductions and payments to self-employed SEP, SIMPLE, and qualified plans | Textbox |
| Amount value |
studentEarnedIncomeTaxCreditReceivedDuringTaxYear | Did the student receive the earned income tax credit (EITC)? | Dropdown | 1= Yes
2= No
3= Don't know
Blank |
|
studentEthnicity | Describe the student’s ethnicity. | Textbox |
|
|
studentFederalBenefitsNoneOfTheAbove | None of these | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
studentFiled1040or1040NR | Did or will the student file a XXXX IRS Form 1040 or 1040-NR? | Radio Button | 1= Yes
2= No
Blank |
|
studentFiledJointReturnWithCurrentSpouse | Did or will the student file a XXXX joint tax return with their current spouse? | Radio Button | 1= Yes
2= No
Blank |
|
studentFiledNonUSTaxReturn | Did the student earn income in a foreign country in XXXX, were they employed by an international organization but not required to report their income on any tax return, or did they file a tax return with Puerto Rico or another U.S. territory? | Radio Button | 1= Yes
2= No
Blank |
|
studentFiledScheduleABDEForH | Did the student file a schedule A, B, D, E, F, or H with their XXXX IRS Form 1040? | Dropdown | 1= Yes
2= No
3= Don't know
Blank |
|
studentforeignEarnedIncomeExclusion | Foreign earned income exclusion | Textbox |
| Amount value |
studentFreeOrReducedPriceSchoolLunchBenefits | Free or reduced-price school lunch | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
studentGender | What is the student’s gender? | Dropdown | 1= Male
2= Female
3= Nonbinary
4= Prefer not to answer |
|
studentIRARollover | IRA rollover into another IRA or qualified plan | Textbox |
| Amount value |
studentITIN | Individual Taxpayer Identification Number (ITIN) or Deferred Action for Childhood Arrivals (DACA) number | Textbox |
|
|
studentNameSuffix | Suffix | Textbox |
|
|
studentPensionRollover | Pension rollover into another IRA or qualified plan | Textbox |
| Amount value |
studentRace | What is the student’s race? | Checkbox | 1= White
2= Black or African American
3= Asian
4= American Indian or Alaska Native
5= Native Hawaian or Other Pacific Islander
6= Prefer not to answer | Multiple responses are displayed in file as comma separated |
studentReceivedEITC | Earned income tax credit (EITC) | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
studentReceivedFederalHousingAssistance | Federal housing assistance | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
studentReceivedMedicaid | Medicaid | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
studentReceivedRefundableCreditFor36BHealthPlan | Refundable credit for coverage under a qualified health plan (QHP) | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
studentReceivedSNAP | Supplemental Nutrition Assistance Program (SNAP) | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
studentsAdjustedGrossIncomeFromIRSForm | Adjusted gross income | Textbox |
| Amount value |
studentsBusinessAndOrInvestmentFarmNetWorth | Current net worth of businesses and investment farms | Textbox |
| Amount value |
studentsCashSavingsAndChecking | Current total of cash, savings, and checking accounts | Textbox |
| Amount value |
studentScheduleCAmount | Net profit or loss from IRS Form 1040 Schedule C | Textbox |
| Amount value |
studentsChildSupportReceived | Annual Child Support Received | Textbox |
| Amount value |
studentsDateofBirth | Date of Birth | MMDDYYYY Dropdown Date |
| Validation is for date between "today's date minus 15" and 'today's date minus ninety-one" |
studentsEducationalCredits | Education credits (American Opportunity and Lifetime Learning credits) | Textbox |
| Amount value |
studentsEmailAddress | Email address | Textbox |
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studentsGrantOrScholarshipAid | Amount of college grants or scholarships reported as income to the IRS | Textbox |
| Amount value |
studentSignatureDate | N/A |
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studentSignatureLocation | N/A |
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| If configured, City and State where student e-signed form |
studentSignatureName | N/A |
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studentsIncomeEarnedFromWork | Income earned from work | Textbox |
| Amount value |
studentsInvestmentNetWorth | Current net worth of investments, including real estate | Textbox |
| Amount value |
studentsLegalResidenceDate | Month and year student became a full-time resident of the state/country indicated. | MMDDYYYY Dropdown Date | XX/XX/XXXX | Validation is for date between "today's date" and 'today's date minus ninety" |
studentsMaritalStatus | Student Marital Status | Dropdown | 1= Single
2= Married
3= Remarried
4= Separated
5= Divorced
6= Widowed | Note: Update needed to align option values with ISIR option values. |
studentsNumberinCollege | How many people in the student's family, including the student, will be in college between July 1, XXXX and June 30, XXXX? | Dropdown | 1 through 9 |
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studentsPermanentCity | City | Textbox |
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studentsPermanentPhoneNumber | Mobile phone number | Textbox |
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studentsPermanentState | State | Dropdown | Two-character state code | Field options are all fifty states plus US territories, Canadian provinces, and "Foreign Country" |
studentsPermanentZipCode | Zip Code | Textbox |
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studentsStateofLegalResidence | Student's State of Residence | Dropdown | Two-letter state code | Field options are all fifty states plus US territories, Canadian provinces, and "Foreign Country" |
studentsTaxReturnFilingStatus | Indicate the student's income tax filing status for XXXX. | Dropdown | 1 = Single
2 = Married–Filing jointly
3 = Married–Filing separately
4 = Head of Household
5 = Qualifying Surviving Spouse
Blank |
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studentsUntaxedPensions | Untaxed portions of pensions | Textbox |
| Amount value |
studentSupplementalSecurityIncomeBenefits | Supplemental Security Income (SSI) | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
studentsUSIncomeTaxPaid | Income tax paid | Textbox |
| Amount value |
studentTANFBenefits | Temporary Assistance for Needy Families (TANF) | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
studentTaxExemptInterestIncome | Tax exempt interest income | Textbox |
| Amount value |
studentUnaccompaniedHomelessYouthUnaccompaniedAtRiskofHomelessnessAndSelfSupporting | At any time on or after July 1, XXXX, was the student unaccompanied and either (1) homeless or (2) self-supporting and at risk of being homeless? | Dropdown | 1= Yes
2= No
Blank | Other Circumstances question |
studentUntaxedPortionsOfIRADistributions | Untaxed portions of IRA distributions | Textbox |
| Amount value |
studentUpdatedFamilySize | How many people are in the student's family? | Dropdown | 1 through 20 |
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studentWICBenefits | Special Supplemental Nutrition Program for Women, Infants, and Children (WIC) | Checkbox | 1= Selected
Blank | Student Federal Benefits Received option |
transactionNumber | N/A |
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unaccompaniedAndHomelessFAA | Financial aid administrator (FAA) | Checkbox | 1= Selected
Blank | Other Circumstances option |
unaccompaniedAndHomelessGeneral | Director or designee of an emergency or transitional shelter, street outreach program, homeless youth drop-in center, or other program serving those experiencing homelessness. | Checkbox | 1= Selected
Blank | Other Circumstances option |
unaccompaniedAndHomelessHS | The student's high school or school district homeless liaison or designee. | Checkbox | 1= Selected
Blank | Other Circumstances option |
unaccompaniedAndHomelessTRIO | Director or designee of a project supported by a federal TRIO or GEAR UP program grant. | Checkbox | 1= Selected
Blank | Other Circumstances option |
unsubOnly | Are the student's parents unwilling to provide their information, but the student does not have an unusual circumstance that prevents them from contacting the parents or obtaining their information? | Radio Button | 1= Yes
2= No
Blank | Unusual Circumstances question |
unusualCircumstance | Do unusual circumstances prevent the student from contacting their parents or would contacting their parents pose a risk to the student? | Radio Button | 1= Yes
2= No
Blank | Unusual Circumstances question |
veteranofUSArmedForces | The student is a veteran of the U.S. armed forces. | Checkbox | 1= Selected
Blank | Personal Circumstances option |
WAInStateTuitionRates |
| Text Only |
| Client custom field. Text only. Column is blank in file for all clients. |
WAInStateTuitionRatesIneligible |
| Text Only |
| Client custom field. Text only. Column is blank in file for all clients. |
WAorphanOrWardOfCourtOrFosterCareCommentCode166 |
| Text Only |
| Client custom field. Text only. Column is blank in file for all clients. |
wardOfCourt | At any time since the student turned age 13, they were a ward of the court. | Checkbox |
| Personal Circumstances option |
WAResidencyDACAStatus |
| Radio Button | 1= Yes
2= No
Blank | Client custom field. |