Verifying Resource and Household Information


Concept


Steps:

  1. Begin by navigating to the Household Info page.

     

    Click the Financial Aid link.

    Step 1
  2. Click the Verification link.

    Step 2
  3. Click the Manage 2006-2007 Verification link.

    Step 3
  4. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FA0600"
    .

    Step 4
  5. Click the Search button.

    Step 5
  6. Use the Household Info page to enter documented information about the student and members of the student's household.

    Step 6
  7. When you click the Get Fed Data button, the system populates fields with the most recent ISIR record data.

     

    Click the Get Fed Data button.

    Step 7
  8. Click the Tax Form Data tab.

    Step 8
  9. Use the Tax Form Data page to enter information reported on the filer's tax form.

    Step 9
  10. Click in the Sequence: field.

    Step 10
  11. Enter the desired information into the Sequence: field. Enter

     a valid value
     e.g.
     "30,050"
    .

    Step 11
  12. Click the W-2 Form tab.

    Step 12
  13. Use the W-2 Form page to verify information reported on a person's W-2 form.

    Step 13
  14. Click the Worksheet A tab.

    Step 14
  15. Use the Worksheet A page to view information from Worksheet A.

    Step 15
  16. Click the Worksheet B tab.

    Step 16
  17. Use the Worksheet B page to view information from Worksheet B.

    Step 17
  18. Click the Worksheet C tab.

    Step 18
  19. Use the Worksheet C page to view information from Worksheet C.

    Step 19
  20. Click the Tax Data Consolidation tab.

    Step 20
  21. Use the Tax Data Consolidation page to combine the income and resources of all family members of the individual being verified.

    Step 21
  22. Use the Consolidate button to run the program that combines all of the income and resources.

     

    Click the Consolidate button.

    Step 22
  23. Use the Consolidated Tax Data link to access tax and resource information entered for each verified person.

     

    Click the Consolidated Tax Data link.

    Step 23
  24. Use the Consolidated Tax Data page to view or edit all tax and resource information. Some field values from Tax Form Data — Untaxed Income are duplicated on this page to accommodate CSS PROFILE information.

     

    For federal purposes, these same fields are also considered and totaled into the Worksheet A, B, and C fields. The federal compare process uses only Worksheet A, B, and C to determine variance.

    Step 24
  25. Click the vertical scrollbar.

    Step 25
  26. Click the OK button.

    Step 26
  27. Click the Save button.

    Step 27

You have successfully verified a student's resource and household information and adjusted the student's gross income.

Table of Contents  Start Topic