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Need Access Calculation Worksheets

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1. Need Access Calculation Worksheets 15 Cash amp Bank Accounts Cash savings and checking account value 16 Home Equity Home value less debt zero if negative 17 Other Real Estate and Investments Equity Other real estate value less debt zero if negative Investments value less debt zero if negative Vested trust funds value Other assets value less debt zero if negative 75 x IRA value 75 x Keogh value 75 x Other retirement value Total 18 Adjusted Business Farm Net Worth Business value less debt zero if negative Farm value less debt zero if negative Note exclude farm equity if family lives on farm exclude business equity if small family owned business Total Use Business Farm equity in Table 5 use computed value 19 Net Worth Sum of lines 15 through 18 20 Asset Protection Allowance skip if school excludes this allowance in calculation option 3 Table 4 using age of student and student s marital status 21 Discretionary Net Worth Subtract Line 20 from Line 19 may be negative 22 Conversion Percentage Enter 20 or School Specified Percentage or If school elects calculation option 2 use 100 divided by years to graduation 23 Income Supplement Line 21 x Line 22 zero if negative Worksheet 5 2011 2012 Student s Analysis Need Access Page 3 68 SSS e eee
2. Parent s Annual Income and Expense Figures Please complete the table by entering the annual amounts in whole dollars only 2010 2011 projected 63 64a Source of following U S tax figures Completed 1040A or 1040EZ Estimated 1040A or 1040EZ Tax return will not be filed Estimated 1040NR Completed 1040 Estimated 1040 Completed 1040NR 63 64b Number of exemptions 63 64c Adjusted gross income from IRS form 63 64d Itemized deductions 1040 Schedule A 63 64e U S income tax paid 63 64f Father s earned income from work 63 64g Mother s earned income from work 63 64h Interest income 63 64i Dividend income 63 64j Other taxable income Untaxed income and benefits 63 64k Earned income credit 63 64m Social Security benefits 63 64n AFDC TANF 63 640 Child support received 63 64p Other untaxed income benefits 63 64q Medical dental expenses 63 64r Elementary junior high high school tuition 63 64s Number of children paid for Income exclusions 63 64t Child support paid by you 63 64u Education credit received 63 64v Financial aid reported as income Parent s Assets Please complete the table by entering the amounts in whole dollars only Value Debt 66a Cash savings and checking accounts 66b c Home 66d If home is owned year purchased 66e Home purchase price 66f g Other real estate
3. Student s and Spouse s Household Information 10h School college educational institution in 2010 2011 10i Tuition fees room amp board in 2010 2011 10j Scholarships or gift aid in 2010 2011 10k Loans and employment in 2010 2011 10m Financial assistance received from parents last year Student s Other Household Members 11 12 13 14 Member 1 Member 2 Member 3 Member 4 a Name b Age C Relationship 15 16 17 18 Member 1 Member 2 Member 3 Member 4 a Name b Age C Relationship Student s parent Student s spouse Student s grandparent Student s brother sister Student s son daughter Other Student s and Spouse s Employment History 20 Student Employment 21 Spouse Employment 3 Months Summer 2011 i Employer ifs Type of work k Number of weeks employed m Weekly earnings 9 Months Academic Year 2011 2012 n Employer o Type of work p Number of weeks employed q Weekly earnings Page 4 of 6 85 Ee I Need Access Information Worksheets and Instructions Student Educational History 22a Number of educational institutions attended post high school 22b Institution 1 name 22c Dates of attendance 22d Degree awarded 22e Institution 2 name 22f Dates of attendance 22g Degree awarded 22h Institution 3 name 22i Dates of attendan
4. 45 SSS Ee Need Access Calculation Worksheets Worksheet 1 2011 2012 Parents Analysis Estimated Federal Methodology Need Access always uses the regular analysis type for the parents of independent students 1 Adjusted Gross Income Taxable Income If parents are tax filers 2010 Adjusted Gross Income Or If parents are not tax filers 2010 Father s earned income and or 2010 Mother s earned income Total 2 Untaxed Income amp Benefits 2010 Social Security 2010 AFDC S 2010 Child support received 2010 Other untaxed income and benefits 2010 Earned Income Credit if parents are tax filers Total 3 Total Income Preliminary Total Income Line 1 Line 2 Subtract 2010 income exclusions child support living Allowance financial aid reported as income Total Income zero if negative 4 U S Income Tax If parents are tax filers 2010 U S Income Tax Paid Or If parents are not tax filers 0 5 FICA Tax If father s earned income is greater than 0 compute father s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If father s earned income is less than or equal to zero father s FICA is zero If mother s earned income is greater than 0 compute mother s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If mother s earned income is less than or equal to zero mother s FICA is zero
5. Food Stamps Rollover pensions Payments received from states for foster care and adoption assistance under Title IV A or IV E of the Social Security Act Gifts and support other than money received from friends and relatives 63 4g Medical Dental Expenses Enter the total amount for medical and dental expenses including insurance premiums Do not include amounts covered by insurance your company medical reimbursement account flexible spending account or self employed health deductions from IRS form 1040 IF deductions are itemized on the U S income tax return enter the amount from IRS form 1040 Schedule A line L 63 4r Elementary Junior High High School Tuition Enter the total amount of tuition paid for elementary junior high and high school tuition for all children Tuition does not inchide room board books transportation etc Do not include amy tuition paid for preschool or college Do not include tuition paid for by scholarships Do not include any tuition paid for the applicant 63 4s Number of Children Tuition Paid for Enter the number of dependent children for whom the above tuition is paid INCOME EXCLUSIONS 63 4t Child Support Paid by You Enter the amount of child support paid by each parent in 2010 and the expected amount for 2011 63 4u Education credits received Enter the amount of education credits Hope and Lifetime Leaming Tax Credit each parent received in 2010 and the e
6. 3 Total Income Preliminary Total Income Line 1 Line 2 Subtract 2010 income exclusions child support living Allowance financial aid reported as income Total Income zero if negative 4 U S Income Tax If parents are tax filers 2010 U S Income Tax Paid Or If parents are not tax filers 0 5 FICA Tax If father s earned income is greater than 0 compute father s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If father s earned income is less than or equal to zero father s FICA is zero If mother s earned income is greater than 0 compute mother s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If mother s earned income is less than or equal to zero mother s FICA is zero Total Worksheet 2 2011 2012 Parent s Analysis Need Access Page 1 51 E Need Access Calculation Worksheets 6 State amp Other Taxes Table 2 using Line 3 and parents state of legal residence 7 Medical amp Dental Medical Dental expenses in excess of 5 of total income Line 3 8 Tuition Paid Elementary Secondary tuition paid maximum of 7 700 x number of children s tuition 9 Employment Allowance If parents are married and both have an earned income greater than zero 35 x multiply the lower income by 35 maximum of 3 500 or If parents are married and only one parent has an earn
7. 4 U S Income Tax Compute tax using Line 1 in Table 1 with 2011 itemized deductions or Standard deductions whichever is higher and 2011 number of exemptions 5 FICA Tax Note Student s earned income in this analysis is the total of the student s income from work for the summer and upcoming academic year questions Sa and 5b If student s earned income is greater than 0 compute student s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If student s earned income is less than or equal to zero student s FICA is zero e Note Spouse s earned income in this analysis is the total of the spouse s ncome from work for the summer and upcoming academic year questions 5c and 5d If spouse s earned income is greater than 0 compute spouse s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If spouse s earned income is less than or equal to zero spouse s FICA is zero m Total Worksheet 5 2011 2012 Student s Analysis Need Access Page 1 66 SEE eeeeee Need Access Calculation Worksheets 6 State amp Other Taxes Table 2 using Line 3 and student s state of legal residence 7 Medical amp Dental calculate only if student is married Medical Dental expenses in excess of 5 of total income Line 3 8 Tuition Paid not applicable 9 E
8. 63 4j Other Taxable Income Enter the total amount of other taxable income reported on IRS Form 1040 or 1040NR Include alimony received business and farm income capital gains pensions annuities rents unemployment compensation and social security UNTAXED INCOME AND BENEFITS 63 4k Earned Income Credit Enter the amount of eamed income credit from IRS Form 1040 line 64a or IOA line 41a or 1040EZ line 9a 63 4m Social Security Benefits Enter the amount of untaxed social security benefits including Supplemental Security Income Do not include any benefits included under Adjusted Gross Income above Write in the total for the year not the monthly amounts Include any amounts for children 63 4n Aid to Families with Dependent Children Enter the amount of benefits received in 2010 from Aid to Families with Dependent children or Temporary Assistance for Needy Families These are usually called AFDC ADC or TANF benefits 63 4o Child Support Received Enter the amount of child support received for all children 63 4p Other Untaxed Income Benefits Enter the total amount of untaxed income and benefits Include the following items Deductible IRA andor Keogh payments from IRS Form total of fines 28 and 32 or 1040A line 17 Untaxed portions of pensions from IRS Form 1040 lines 15a minus 156 and Loa minus 16b or IRS Form IMDA lines 11a minus 11b and 12a minus 12b Credit for federal tax on sp
9. Total Worksheet 6 2011 2012 Student s Analysis Need Access Page 1 71 SEE eeeeee Need Access Calculation Worksheets 6 State amp Other Taxes Table 2 using Line 3 and student s state of legal residence 7 Medical amp Dental Medical Dental expenses in excess of 5 of total income Line 3 8 Tuition Paid Elementary Secondary tuition paid maximum of 7 700 x number of children s tuition 9 Employment Allowance note use zero if school selected calculation option 1 If student is married and both have an earned income greater than zero 35 x multiply the lower income by 35 maximum of 3 500 Or If student married and only one has an earned income greater than zero 0 Or If student is unmarried multiply student s earned income by 35 maximum of 3 500 35 x 10 Summer Living Allowance note use zero if school does not make this allowance Step 1 Enter school amount based on family size marital status Step 2 Enter student s reported summer expenses for 2011 Step 3 Enter lower of the amounts in Step 1 and Step 2 ll PASH 11 Income Protection Allowance IPA From Table 3 using number of family members in parents household and Number of parents family members in college Or Enter amount from budget table based on family size marital status 12 Total Allowances Add lines 4 throug
10. c105 Release Info to Parents Spouse Is are the educational institution s to which you are applying for financial aid authorized to discuss the student s financial and or billing information with the student s parents and or spouse 1 Yes 2No c108 Yale Club of Bristol Scholarship Did you graduate from a Bristol County Connecticut High School 1 Yes 2No For consideration of eligibility for Yale Club of Bristol Scholarship at Yale University e114 Applicant Has Children Does the student applicant have any children 1 Yes 2 No If you answer yes to this question and are applying ONLY to one or more of the following schools you do not need to complete the Parents portion of this application though the application will prompt you to do so Case Western Reserve School of Medicine University of California Davis Law School NYU School of Law c115 Applicant Served in Armed Forces Has the student applicant served in the Armed Forces excluding the Army Reserve 1 Yes 2 No If you answer yes to this question and are applying ONLY to one or more of the following schools you do not need to complete the Parents portion of this application though the application will prompt you to do so UC Davis Law School UCLA School of Law c116 Number of Siblings Living w Parents If the student applicant has siblings who live with the student applicant s parents enter the number of such siblings here c117 Health
11. 28 920 26 140 23 380 Add 3 890 3 890 3 890 3 890 3 890 Note If the number in college is greater than 5 the IPA equals the entry for 5 in college 2760 X number in college 5 Independent Students with Dependents Independent Students w o Dependents Family Number in College Family Status 9 Month Size 1 2 3 4 5 Single Independent 8 550 2 21 660 17 960 Married Independent Spouse 13 710 3 26 960 23 280 19 580 not Enrolled 4 33 300 29 600 25 920 22 210 Married Independent Spouse 8 550 5 39 300 35 590 31 900 28 200 24 520 Enrolled 6 45 950 42 250 38 580 34 860 31 190 Add 5 180 5 180 5 180 5 180 5 180 Note If the number in college is greater than 5 the IPA equals the entry for 5 in college 3 690 X number in college 5 Table 4 2011 2012 Estimated FM Asset Protection Allowance Age of Older Dependent Dependent Age of Older Dependent Dependent Age of Older Dependent Dependent Parent or Two Parent One Parent Parent or Two Parent One Parent Parent or Two Parent One Parent Student or Married or Single Student or Married or Single Student or Married or Single Independent Independent Independent Independent Independent Independent lt 25 0 0 39 35 700 12 400 53 52 800 18 00
12. Estimated FM Independent without Dependents Page 2 57 Es n a U Ol Need Access Calculation Worksheets 17 Other Real Estate and Investments Equity Other real estate value less debt zero if negative Investments value less debt zero if negative T Vested trusts funds value Other assets value less debt zero if negative A Total 18 Adjusted Business Farm Net Worth Business value less debt zero if negative Farm value less debt zero if negative Note exclude farm equity if family lives on farm exclude business equity if small family owned business Total Use Business Farm equity in Table 5 use computed value 19 Net Worth Sum of lines 15 through 18 20 Asset Protection Allowance Table 4 using age of student and student s marital status 21 Discretionary Net Worth Subtract Line 20 from Line 19 may be negative 22 Conversion Percentage 20 23 Income Supplement not applicable 24 Contribution from Assets Multiply line 21 and Line 22 zero if negative 25 Adjusted Available Income AAI not applicable 26 Contribution from AAI Add Line 14 and Line 24 zero if negative Worksheet 3 2011 2012 Student s Analysis Estimated FM Independent without Dependents Page 3 58 SSS a a U OlM Need Access Calculation Worksheets 27 9 Month Contribution for Student Divide Line 26 by number of student
13. Total Worksheet 1 2011 2012 Parent s Analysis Estimated FM Page 46 EEE eee eee e Need Access Calculation Worksheets 6 State amp Other Taxes Table 2 using Line 3 and parents state of legal residence 7 Medical amp Dental not applicable 8 Tuition Paid not applicable 9 Employment Allowance If parents are married and both have an earned income greater than zero 35 x multiply the lower income by 35 maximum of 3 500 or If parents are married and only one parent has an earned income greater than zero 0 or If parents are unmarried multiply father s or mother s earned income by 35 maximum of 3 500 35 x 10 Summer Living Allowance not applicable 11 Income Protection Allowance IPA From Table 3 using number of family members in parents household and Number of parents family members in college 12 Total Allowances Add lines 4 through 11 13 Available Discretionary Income Subtract Line 12 from Line 3 may be negative 14 Contribution from Income not applicable 15 Cash amp Bank Accounts Cash savings and checking account value 16 Home Equity not applicable Worksheet 1 2011 2012 Parent s Analysis Estimated FM Page 2 Es n a U Ol Need Access Calculation Worksheets 17 Other Real Estate and Investments Equity Other real est
14. 62r Release Parent Financial Data for Discussion with Student Enter the number corresponding to the answer to the following questions If the student discusses the financial aid application with the school s financial aid officer do you authorize the officer to disclose your information to the student 1 Yes 2 No 62s Number of Family Members Enter the number of people that the parents will support between July 1 2011 and June 30 2012 Always include the student applicant Include at least the following 32 parents married Student Applicant 2 1 parent single divorced scp widowed Student App Include the parents other children if they receive more than half their support from the parents Include other people only if they now live with and receive more than half their support from the parents and will continue to receive this support between July 2011 and June 30 2012 If the student is completing this section foe the parents be sure not to include any dependents of the student This question is for dependents of the parents only 621 Number in College Emer the number of people from the previous question not including the Non Custodial Parent Information Worksheet Instructions access gone student applicant who will be attending college graduate peofessional school or other school beyond the high school level between July 1 2011 and June 30 2012 Include other student if they are enrolled at
15. 66h i Investments 66j k Business 66ka Small family run business Yes No 66m n Farm 660 Family lives on farm Yes No 66p Retirement Accounts IRA Keogh etc Page 2 of 4 101 Ee I Need Access Information Worksheets and Instructions Parent s Household Expenses 69a Monthly rent mortgage amount 69b Local income and property taxes 69c Parents own lease a vehicle own lease own lease none 69d f Year Make Model 69g i Year Make Model 69j Total vehicle indebtedness as of December 31 2010 69k Total monthly vehicle payments Parent s Household Information 71 72 73 74 Father Mother Other 1 Other 2 a Name b Age c Relationship Student s parent Student s spouse Student s grandparent Student s brother sister Student s son daughter Other 2011 2012 Academic Year d College student Yes No e Institution name f Class in school g Aid from parents n Tuition and fees 2010 2011 Academic Year h Institution name m Aid from parents last year 75 76 77 78 Other 3 Other 4 Other 5 Other 6 a Name b Age C Relationship Student s parent Student s spouse Student s grandparent Student s brother sister Student s son daughter Other 2011 2012 Academic
16. 46 47 48 Other 3 Other 4 Other 5 Other 6 a Name D Age C Relationship Student s parent Student s spouse Student s grandparent Student s brother sister Student s son daughter Other 2011 2012 Academic Year d College student Yes No e Institution name f Class in school g Aid from parents 2010 2011 Academic Year h Institution name m Aid from parents last year Page 3 of 4 __ S gt ___ _ Need Access Information Worksheets and Instructions Parent s Special Circumstances 59 Please describe your special circumstances below Page 4 of 4 95 Ea a a ee Need Access Information Worksheets and Instructions needaccess Following are instructions for completing the Non Custodial Parent Information Worksheet Non Custodial Parent s G L taf A 61a Father in Household Enter the number corresponding to the answer to the following question Is there a father stepfather or male guardian in this household 1 Yes 2 No 6lad ay Father Deceased Emer the number corresponding to the answer to the following questions Is the father stepfather or male guardian in this household deceased 1 Yes 2 No 62a Mother in Household Enter the number corresponding to the answer to the following question Is the mother stepmother or female guardian in
17. Alternative Parents Contribution Information The NAR page 3 contains some descriptive information about the students family such as parents martial status family size the number in college and the amount offered as contribution toward the student s educational expenses The NAR page 4 shows incremental monthly contribution amounts Also the NAR page 4 contains a section labeled Contribution Analysis that provides further details about the parents contribution For both the federal methodology and Need Access analysis the nine month contribution amount shows the amount attributed to income and the amount to assets including the home if appropriate Incremental Monthly Contributions The U S Department of Education provides rules for adjusting the EFC for the parents analysis if the student is enrolled for a period other than nine months Need Access uses the FM procedures for determining incremental monthly contributions for both the FM and the Need Access parents analysis Student Enrolled for Less Than Nine Months The nine month contribution is divided by nine and the resulting amount is multiplied by the number of months of enrollment For example if the student were enrolled for four months Nine month contribution to student 4 457 Divided by nine months 495 Contribution for four months 1 980 495 X 4 Student Enrolled for More Than Nine Months The contribution is recalculated after mak
18. Child Support Paid by You Enter the amount of child support paid by each parent in 2010 and the expected amount for 2011 33 4u Education Credits Received Enter the amount of education credits Hope and Learning Lifetime Tax Credits cach parent received in 2010 and the expected amount for 2011 from IRS form 1040 fine 49 or IRS form 1040A line 31 33 4v Taxable Income Exclusion 2010 Enter the amount of Educational Financial Aid you received in 2010 ONLY IF IT WAS INCLUDED in any of the above entries such as Adjusted Gross Income Eamed Income or Other Taxable Income May include earnings from Federal Work Study teaching research assistantships or other need based work programs and grant and scholarship aid in excess of tuition fees books and supplies Include any combat pay received from W 2 box 12 Code Q NT S ASSE 36a Cash Savings and Checking Accounts Enter the amount of money in cash savings and checking accounts as of today Page 2 of 4 89 SSeS SEE e Need Access Information Worksheets and Instructions 36b Home Value Enter the current value of the home Use the price that would be placed on the home if it went on sale today Do not use assessed insured or tax value A home inchales a house mobile home condominium etc Renters enter D 36c Home Debt Emer the amount currently owed on the bome including the present mortgage and related debis o
19. GAPSFAS materials used by permission of Educational Testing Service 39 Need Access Federal Methodology and Need Analysis Tables Table 2 2011 2012 Estimated State and Local Taxes Parents and Dependent Parents and Dependent Independent Students amp Independent Students amp Students with Independent Students with Independent Dependents Students w o Dependents Students w o Dependents Dependents of Total Income of Total Income Income Level Income Level State Territory 0to 15 000 All Income State Territory 0to 15 000 ll Income 14 999 or more Levels 14 999 or more Levels AA Military 3 2 2 NH New Hampshire 5 4 1 AB Alberta 3 2 2 NJ New Jersey 10 9 5 AE Military 3 2 2 NL Newfoundland Labrador 3 2 2 AK Alaska 2 1 0 NM New Mexico 3 2 2 AL Alabama 3 2 2 NS Nova Scotia 3 2 2 AP Military 3 2 2 NT Northwest Territories 3 2 2 AR Arkansas 4 3 3 NU Nunavut 3 2 2 AS American Samoa 3 2 2 NV Nevada 4 3 1 AZ Arizona 5 4 3 NY New York 9 8 6 BC British Columbia 3 2 2 OH Ohio 6 5 4 CA California 8 7 5 OK Oklahoma 4 3 3 CN Canada 3 2 2 ON Ontario 3 2 2 co Colorado 5 4 3 OR Oregon 8 te 5 CT Connecticut T 6 4 PA Pennsylvania 5 4 3 DC District of Columbia 7 6 6 PE Prince Edward Island 3 2 2 DE Delaware 5 4 3 PQ Qu
20. Income Supplement Line 21 x Line 22 zero if negative 24 Contribution from Assets Federal Contribution 25 Adjusted Available Income AAT 26 Contribution from AAI 27 9 month Contribution to Student 28 12 month Contribution to Student 65 SSS e eeee y Need Access Calculation Worksheets Worksheet 5 2011 2012 Student s Analysis Need Access Methodology Independent Students without Dependents Other than a Spouse The Need Access student methodology uses projected academic year income The school can elect to use various alternative need analysis calculation options 1 Adjusted Gross Income Taxable Income projected year income Student s income from work summer Student s income from work academic year Spouse s income from work summer Spouse s income from work academic year Student s and Spouse s other taxable income summer Student s and Spouse s other taxable income academic year Total 2 Untaxed Income amp Benefits Student s and Spouse s untaxed income and benefits summer Student s and Spouse s untaxed income and benefits academic year Total 3 Total Income Preliminary Total Income Line 1 Line 2 Subtract 2011 income exclusions child support living Allowance financial aid reported as income Total Income zero if negative
21. Worksheet 2 Line 27 Difference between 12 month and 9 month contributions Incremental Monthly Contribution Divide by 3 Multiply Incremental Monthly Contribution by number of months enrolled in excess of 9 Add 9 month contribution for student BAIA AI A Al aA Student s Estimated Federal Incremental Monthly Contribution Calculations Student enrolled less than 9 months 9 month contribution for student Worksheet 3 or 4 Line 27 Incremental Monthly Contribution Divide by 9 Total Contribution Multiply by number of months enrolled Pl Ala Student enrolled more than 9 months Same as 9 Month contribution Worksheet 3 or 4 Line 27 Student s Need Access Incremental Monthly Contribution Calculations Student enrolled less than 9 months 9 month contribution for student Worksheet 5 or 6 Line 27 Incremental Monthly Contribution Divide by 9 Total Contribution Multiply by number of months enrolled Pl Ala Student enrolled more than 9 months Same as 9 Month contribution Worksheet 5 or 6 Line 27 75 a Need Access Information Worksheets and Instructions needaccess Following are the instructions for completing the Student Information Worksheet STUDENT S INFORMATION la h Student s Name and Address Enter the students name and home address In the space for state code please use the US
22. household member as of today 71 78c Relationship From the table listed here enter the number of the entry which best describes the household member s relationship to the student 1 Student s parent stepparent 4 Student s son daughter 2 Student s brothen sister 5 Student s grandparent 3 Student s spouse 6 Other 71 78d College Student in 2011 2012 Enter the number corresponding to the answer to the following questions WII the housebold member be going to college at beast halftime during the 2011 2012 academic year I es 2 No A yes response indicates that the member will be going to college graduate professional school or other school beyond the high school level between July 1 2011 and June 30 2012 and will be enrolled at least half time at least one term A yes response also indicates that the member is working toward a degree or certificate leading to a recognized education credential at college that is ligible to participate in any of the federal student aid programs 71 78e Institution Name in 2011 2012 Enter the name of the educational institution the houschold member will attend in 2011 2012 Leave this item blank if uncertain about the institution to be attended Page 3 of 4 E Need Access Information Worksheets and Instructions 71 78f Class in School in 2011 2012 List the grade or class of the household member for the 201 1 2012 academic year Undergraduate e
23. 12 Print Custom Report cscscessessesssecssesseeserssseesesersaserseess 12 Import Data ere 12 Boorn Dataran esnea a aeniea aeei oe aaarnas En Nak 12 Special Batch Functions ccscesesssssesssscessssesssssessessaeers 13 Back Up Restore Data cccccecscsesseseseeeeessrsereereceees 13 Print SetUp ennnsnrncianannnrrn aiiai 13 Exit the Need Access Counselor sscceeeeeeeeteeseeeeees 13 Tables and Rules Tables Rules Menu cccecscseccseetecseseessessseseesseessrsesereeats 14 Recommended Set Up of Tables and Rules ececcee 14 Creating and Updating Rules sssrin 14 Creating a New Rule ssssssssssssssisrssiissieresrnssrerssrninrenssrnrene 15 Editing RUES ienn ad a A EEE 16 Sample RUlCS vsceiseai csccesceesseneseccescceevsensestens tees cterenneeeeetcs 16 Applicant Selection Rules ccsccssessscssssessssssssssssers 17 Setting Up and Assigning Student Budgets 0 00 18 Calculation Options ccccsssssecsssssssesssssssssssssersssersees 19 Tracking Document List and Rules cceeeeeeseeeeeeeeees 19 Tracking Documents for Individual Students 0 0008 20 Effect of Document Status on Other Systems s 20 Setting Up and Packaging Student Funds 0c0e 20 Table of Contents continued Tables and Rules continued Need Access Federal Methodology and Paragraphs scecsccetscsdaxcccucticccsace aik nakai 21 Need Analysis Tables 0 38 Creating Changing Text of Para
24. 14 501 to 18 200 3 190 25 of AAI over 14 500 18 201 to 21 900 4 115 29 of AAI over 18 200 21 901 to 25 600 5 188 34 of AAI over 21 900 25 601 to 29 300 6 446 40 of AAI over 25 600 29 301 or more 7 926 47 of AAI over 29 300 Table 7 2010 2011 Need Access Adjusted Available Income AAT Contribution Rate Schedule AAI Need Access Contribution for Parents Less than 3 409 750 3409 to 0 0 22 of AAI 1 to 14 500 0 10 of AAI 14 501 to 18 200 1 450 14 of AAI over 14 500 18 201 to 21 900 1 968 19 of AAI over 18 200 21 901 to 25 600 2 671 25 of AAI over 21 900 25 601 to 29 300 3 596 34 of AAI over 25 600 29 301 or more 4 854 47 of AAI over 29 300 Table 8 2010 2011 Need Access Contribution Rate Schedule for Married Independent Students After Tax Income ATI Contribution for Married Independent Students Less than 0 100 of ATI 0 to 17 050 70 of ATI 17 051 or more 11 445 90 of ATI over 17 050 Table 9 2010 2011 Need Access Allowances Against Income Allowance Amount of Allowance Medical Dental Expenses Unreimbursed expenses in excess of 5 of total income Elementary Secondary School Tuition Paid Reported tuition paid maximum of 7 400 per child Employment Allowa
25. 2011 2012 Year Enter the amount of educational financial assistance expected from the student s parents for the 2011 2012 academic year 25e Type of Assistance For the financial assistance listed in the previous questions is the assistance in the form of a Gift does no have to be repaid or Loan has to be repaid InGift 2 gt Loan Page 5 of 6 80 SSS M U n Need Access Information Worksheets and Instructions 25L Other Financial Assistance for 2010 2011 Year Enter the amount of financial assistance received from relatives other than the student s parents from the spouse s parents and from all other sources for the 2010 2011 academic year 2Sdd Source of Assistance Enter a description of the source of the financial assistance listed in the previous question Hit Type of Assistance For the financial assistance listed in the previous questions is the assistance in the form of a Gift does no have to be repaid or Loan has to be repaid leGift 2 Loan 25e Other Financial Assistance for 2011 2012 Year Enter the amount of financial assistance expected from relatives other than the student s parents from the spouse s parents and from all other sources for the 2011 2012 academic year 2Sed Source of Assistance Enter a description of the source of the financial assistance listed in the previous question 2Set Type of Assistance For the financial assistance listed in the previous questions
26. 7 This allowance is not provided in the FM but affects line 9 page 1 of the NAR 4 Home Equity Need Access includes the student s home as an asset when measuring the family s financial strength The FM does not include home equity in the calculation of net worth Home equity is defined as the difference between the present market value of the student s home and the unpaid mortgage principal Home value and debt are reported by the student in questions 6b 6e of the student data section This change affects line 2 page 2 of the NAR Financial aid administrators may wish to compare the reported current market value of the home with the original purchase price to determine if the current value appears reasonable Some families may overestimate the value of their homes others may underestimate it Need Access uses the Federal Housing Index Multiplier Table to flag instances where the reported home value is not at the level that would be anticipated given the year the home was purchased Message 2 will appear on page 5 of the NAR in such cases However financial aid administrators should be cautious when using the Housing Index Multiplier flag because it is based on national averages and does not for instance distinguish among home values in various regions of the country Also given current economic conditions some metropolitan areas have experienced minimal growth or declines in residential housing prices and a family s lower estim
27. An Award Letter will be printed for a student if the Student s Packaged status is Done or Manual and an Award Letter has not already been sent to the student To print the No Award Letter select menu item Print Applicant Letters from the MAIN MENU and then select No Award Letter The system presents you with a screen allowing you to specify which students should be considered such as first year only and will then batch all students who meet these criteria A No Award Letter will be printed for a student if the Student s Packaged status is No Award and a No Award Letter has not already been sent to the student To select your own letter select menu item Selected Letter See page 25 for more information on printing new letters Creating Your Own Letters To create a letter you first need to draft the paragraphs which will comprise the body of the letter See the previous section for information on creating paragraph text Then go to the TABLES RULES pull down menu and select Letter Specifications Click on Add New Letter This will bring up the Review Update Individual Letter Specifications screen and will allow you to enter your new letter Preview your letters At any time during the development of your letter you can preview your letter by clicking on Print Spec or Print Sample and then click on Preview You will be able to indicate the name of the letter and change the font size type a
28. Blair or Huntington For consideration of eligibility for certain scholarships at the University of Pennsylvania School of Law c130 Philadelphia High School Graduate Did you graduate from a Philadelphia Pennsylvania public high school 1 Yes 2 No For consideration of eligibility for certain scholarships at the University of Pennsylvania School of Law c131 Reported Business Income or Loss Did you or your parents report any business income or losses on lt Prior Academic Year From gt tax forms 1 Yes 2 No For consideration of eligibility for certain scholarships at the University of Pennsylvania c132 Reported Rental Income or Loss Did you or your parents report any rental property income or losses on lt Prior Academic Year From gt 2009 tax forms 1 Yes 2 No For consideration of eligibility for certain scholarships at the University of Pennsylvania 106 Need Access School Custom Questions 133 Domestic Partner Status Are you or your parent s in a Registered Domestic Partnership 1 Yes 2No For consideration of eligibility for financial aid at UC Davis Law School UC Hastings School of Law UCLA School of Dentistry University of New Mexico School of Law 135 Female Protestant Roman Catholic Are you a female of the Protestant or Roman Catholic faiths 1 Yes 2 No Female applicants of the Protestant and Roman Catholic faiths may be considered for the Lettie Pate Whiteh
29. Calculation Worksheets 6 State amp Other Taxes Table 2 using Line 3 and student s state of legal residence 7 Medical amp Dental not applicable 8 Tuition Paid not applicable 9 Employment Allowance If student is married and both have an earned income greater than zero 35 x multiply the lower income by 35 maximum of 3 500 or If student is married and only one has an earned income greater than zero 0 oOr If student is unmarried multiply earned income by 35 maximum of 3 500 35 x 10 Summer Living Allowance not applicable 11 Income Protection Allowance IPA From Table 3 using number of family members in student s household and Number of student s family members in college 12 Total Allowances Add lines 4 through 11 13 Available Discretionary Income Subtract Line 12 from Line 3 may be negative 14 Contribution from Income not applicable If using simplified formula skip to Line 25 15 Cash amp Bank Accounts Cash savings and checking account value 16 Home Equity not applicable Worksheet 4 2011 2012 Student s Analysis Estimated FM Independent with Dependents Page 2 62 SSS Need Access Calculation Worksheets 17 Other Real Estate and Investments Equity Other real estate value less debt zero if negative Investments value les
30. Custom Questions 231 Applicant s Ethnicity Enter the applicant s ethnicity For consideration of eligibility for certain scholarships at Case Western Reserve School of Medicine Columbia University College of Physicians and Surgeons Columbia University College of Dental Medicine Johns Hopkins University School of Medicine Yale University Physician s Associate Program Yale University School of Medicine Columbia University Programs in Occupational Therapy c232 Syrian or Lebanese descent Are you of Syrian or Lebanese descent 1 Yes 2 No For consideration of eligibility for certain scholarships at Columbia University College of Physicians and Surgeons and Johns Hopkins School of Medicine Qualified applicants should obtain a scholarship application from the Office of Student Financial Planning 233 CUNY SUNY Public School Graduate Did you graduate from any CUNY SUNY college and attend public elementary and secondary schools 1 Yes 2 No For consideration of eligibility for the Steinhardt Fund at Columbia University College of Physicians and Surgeons 234 Parents Living Abroad Are the student applicant s parents living abroa 1 Yes 2 No If yes U S citizens and permanent residents with parents living abroad and having foreign earned income or assets should download and complete the Supplemental Questionnaire from the Columbia Financial Aid website cumc columbia edu student finaid C234
31. Estate Investments Yes Yes Business 100 employees Yes Yes Small Family Owned Business under 100 No Yes Farm Equity family resides on farm No Yes 1 Allowances for Medical and Dental Expenses An allowance for un reimbursed medical and dental expenses is provided in the Need Access analysis if such expenses exceed 5 of the parents total income The amount of such expenses is reported in question 33q of the parent data section This allowance is not included in the FM The allowance affects line 8 page 1 of the NAR 2 Allowance for Elementary and Secondary School Tuition Paid An allowance for elementary and secondary school tuition paid for the parents dependent children is provided in the Need Access analysis The amount of tuition paid is reported in question 33r of the parent data section The allowance is limited to a maximum amount of un reimbursed tuition expenses for each child for whom expenses are incurred See Table 9 of the Need Analysis Table in Section 7 This allowance is not included in the FM and affects line 9 page 1 of the NAR 3 Home Equity The Need Access parents analysis includes the parents home as an asset when measuring the family s financial strength The FM does not include home equity Home equity is the difference between the present market value of the home and the unpaid mortgage principal Home value and debt are reported in questions 36b 36e of the parent da
32. Federal Methodology Line Item Regular Income 1 Adjusted Gross Income Taxable Income 2 Untaxed Income and Benefits 3 Total Income Line 1 Line 2 minus 2010 Income Exclusions Taxes 4 U S Income Tax 5 FICA Tax 6 State and Other Taxes Use line 3 for Income Level in Table 2 Allowances 7 Medical Dental Expenses 8 Elementary and Secondary School Tuition Paid 9 Employment Allowance 10 Summer Living Allowance 11 Income Protection Allowance Table 3 12 Total Allowances sum of lines 4 through 11 13 Available Discretionary Income Line 3 Line 12 may be negative 14 Contribution from Income Assets 15 Cash and Bank Accounts 16 Home Equity Z 17 Other Real Estate and Investments Equity zero if negative 18 Adjusted Business Farm Net Worth Table 5 zero if negative 19 Net Worth sum of lines 15 through 18 20 Asset Protection Allowance Table 4 21 Discretionary Net Worth Line 19 Line 20 may be negative 22 Conversion Percentage 23 Income Supplement 24 Contribution from Assets Line 21 x Line 22 zero if negative Federal Contribution 25 Adjusted Available Income AAT 26 Contribution from AAI 27 9 month Contribution to Student 28 12 month Contribution to Student A A BAA
33. IP Law CST031 Practice Area Criminal Law Do you wish to be considered for a scholarship program specific to the practice area of Criminal Law New York University School of Law awards Dean s Scholarships which are merit and or need based grants in amounts up to full tuition At this time you may also wish to identify this optional area specific scholarship program for which you want to be considered In this and the four related questions please respond with Yes to no more than three of the following practice areas Criminal Law Environmental and Land Use law Housing and Urban Policy Law Intellectual Property law Law Economics and Politics CST032 Practice Area Environmental and Land Use Law Do you wish to be considered for a scholarship program specific to the practice area of Environmental and Land Use Law New York University School of Law awards Dean s Scholarships which are merit and or need based grants in amounts up to full tuition At this time you may also wish to identify this optional area specific scholarship program for which you want to be considered In this and the four related questions please respond with Yes to no more than three of the following practice areas Criminal Law Environmental and Land Use Law Housing and Urban Policy Law Intellectual Property Law Law Economics and Politics CST033 Practice Area Housing and Urban Policy Law Do you wish to be considered for a scholar
34. Personal Reference 1 Street Address Enter the street address of the person identified immediately above c61c Personal Reference 1 City State Zip Enter the city state and zip code of the person identified immediately above c61d Personal Reference 1 Phone Number Enter the phone number of the person identified immediately above c63a Sibling Reference 1 Name Enter the name of a brother or sister over the age of 18 who is not living at home c63b Sibling Reference 1 Street Address Enter the street address of the person identified immediately above c63c Sibling Reference 1 City State Zip Enter the city state and zip code of the person identified immediately above c64a Sibling Reference 2 Name Enter the name of another brother or sister over the age of 18 who is not living at home c64b Sibling Reference 2 Street Address Enter the street address of the person identified immediately above c64c Sibling Reference 2 City State Zip Enter the city state and zip code of the person identified immediately above c65 Retirement Contribution in Assets Enter the amount of your lt Prior Academic Year From gt tax year contribution to retirement account s you have included in your retirement assets c70 Area of Specialization What is your intended Dental Dentistry field 1 Dental Anesthesiology 2 Endodontics 3 General Dentistry 4 Oral Maxillofacial Surgery 5 Orthodontics 6 Pediatric Dentistry 7 Periodonti
35. Profession Degree Work Has the student applicant received a degree in or ever worked in a health related profession 1 Yes 2 No c123 Born Reside in Listed Areas Were you born in or are a permanent resident of one of the following states cities or geographic areas HI GUAM KY IL OH IN TX MA Atlanta GA Kansas City MO or the Midwest 1 Yes 2 No c125 Public Interest Post Grad Are you interested in applying for a public interest scholarship on the condition that you work for a public interest or government employer of your choosing not including judicial clerkships for a minimum of three years following graduation 1 Yes 2 No For consideration of eligibility for certain scholarships at University of Chicago Law School c126 Maine High School Graduate Did you attend high school in Maine 1 Yes 2 No c127 Residence State until Age 18 Enter the two letter abbreviation for the state in which you resided until age 18 If you lived in more than one state during this time enter the state where you lived the most years c128 High School Zip Code Enter the zip code of the high school you attended If you attended more than one high school enter the zip code of the one you attended for the longest period of time c129 Native of Certain PA Counties f you were born in one of the following counties in Pennsylvania select the corresponding entry from this list Otherwise select the blank entry 1 Delaware 2
36. The need analysis calculation provided by the Need Analysis Report 3 App Data Short The applicant data used in the need analysis calculation two pages 4 App Data Long All data provided by the applicant on the Application 5 App Data Special A special report designed by schools which will display a different data format Student Status Funds Clicking on the Status Funds button opens the screen shown in Figure 2 5 This screen provides a summary of the need analysis calculation the status of the various functions of the process packaging and disbursement status student indicators and a summary of educational debt The Student Packaged field reflects the following statuses e Blank waiting for packaging e Done packaging done via packaging rules e Manual packaging done changes manually e Hold block packaging during batch runs The bottom left of the sample screen in Figure 2 5 shows that the student s Need Access application was received and all packaging and disbursement documents are pending The student has received an award letter and has accepted the award s but the financial aid office is still waiting to receive documents required for disbursement Se Be pricam Steen RS Mite esteem SSN seem ma aata hah Saee a D ae 5o Read Accese Counaater Status Gummer Page ti aisrost Applicant 22 16S CASE MAR WO Dee ROM 111 G0 G084 Accetce PLAISIOOAI sth Est Fog sab
37. Year d College student Yes No e Institution name f Class in school g Aid from parents 2010 2011 Academic Year h Institution name m Aid from parents last year Page 3 of 4 102 __ S gt ____a U II Need Access Information Worksheets and Instructions Parent s Special Circumstances 59 Please describe your special circumstances below Page 4 of 4 103 Need Access School Custom Questions needaccess Need Access School Custom Questions 2011 2012 access gout These custom school questions are requested by current participating schools in the Need Access service The school names are listed only when they request sensitive data determined by Access Group or if there are process instructions specific to that school These questions can be and are shared among schools when appropriate c4 Parents Tax Forms Submission Date Enter the date the applicant submitted or will submit a copy of the parents lt Prior Academic Year From gt Federal Tax Return to the Financial Aid Office s of the educational institution s being applied to for financial aid c5 Student s Tax Forms Submission Date Enter the date the student submitted or will submit a copy of the student s and spouse s lt Prior Academic Year From gt annual tax return to the Financial Aid Office s of the educational
38. a list of functions you can perform for individual students will be displayed by clicking Special Functions These functions include sending correspondence accepting or changing a student award and packaging a student see Figure 2 8 If you plan to batch process to handle your packaging and letters use this function for the exceptions only The special functions options are explained on the next page nists Ce bine mer eae Dacerwrarts SPS hk oh EA Spamer Teton Derema sind Chews Pectnging Sates ecunpeitrrectape ipp ren eats herenen Np met Mace Nedra dante Crt Overs Dodge iapa Combine DAF no my Parren Done Lonee Aopltcuten Owen Stetew iat Review Updiate socion al sofware Figure 2 8 Send Applicant Letter To print an individual student letter select Send Applicant Letter Click on the name of the letter you wish to print and click OK Delete Applicant Letter To delete an individual student letter click on Delete Applicant Letter Click on the name of the letter you wish to delete and click OK Update Tracking Document s Select this function to post the receipt of required documents or to add delete documents from the student s list 1 To update an individual document click on the specified document name Waiting means the document has not been received yet To show receipt of the document click Received and the date you performed the function appea
39. a school s or program s policies preclude the FM s allowance for these employment related expenses the school should select this option and Need Access will exclude the employment allowance from the Need Access analysis Selecting this option affects line 10 page 1 of the NAR Option 2 Student Asset Conversion Percentages If a student is single or married with no dependent the FM assumes that 35 of the student s new assets will be taken as a contribution If the student has dependents other than a spouse the FM assumes that 12 of the student s positive discretionary net worth will be considered in determining the student s expected contribution Many graduate and professional schools have adopted more conservative policies regarding the disposition of student assets This Need Access option allows the school to prorate a student s net worth over the years remaining in the student s degree program if the result yields a higher contribution from assets than the FM This may assist the school in rank ordering students for awarding institutional aid Selecting this option affects line 8 page 2 of the NAR Option 3 Asset Protection Allowance Exclusion The FM provides an asset protection allowance for all students Schools can exclude the asset protection allowance from the Need Access analysis Selecting this option affects line 6 page 2 of the NAR The Asset Protection Allowance table has been expanded to include separate
40. amount of local income and property taxes paid during 2010 3 Parents Own ar Lease a Vehicle Emer the number corresponding to the answer to the following questions Dotes the student and spouse own or lease a vehicle Own 2 Lease 3 Own Lease 4 None 30 i Year Make Model Enter the vehicle year make and model for up to two vehicles If more than two vehicles are owned leased list the more expensive ones 39 Total Vehiele Indebtedness as of 12 31 10 Enter the total vehicle indebtedness as of December 31 2010 39k Total Monthly Vehicle Payments Enter the current total of monthly vehicle payments due on loans made for the purchase of the vehicle s g IS j INFORMATION This section asks questions about members of the parents household Information on up to eight household members can be listed here each in one of the columns provided two sections of four columns each A member of the parents household is a person that the parents will support between July 1 2011 and June 30 2012 Children of student s parents other than the student should be included only if they get more than half of their support from the parents Include the parent s in the columns provided DO NOT INCLUDE THE STUDENT APPLICANT HERE Support includes money gifis loans housing food clothes car medical and dental care payment of college costs etc Other people should be included only if they meet the following criter
41. amount owed 6d Year of Home Purchased If the student and spouse own s a home enter the year in which the home was purchased 6e Home Purchase Price Enter original purchase price of the home 6f Other Real Estate Value Enter the current value of other real estate including rental property land second or summer homes ete og Other Real Estate Debt Enter the amount currently owed on other real estate 6h Business Value If the student and spouse own s a business enter the current value of the business Include the value of land buildings machinery inventory and equipment If the student and spouse is are not the sole owner s enter only the student s and spouse s share of the business value 6i Business Debt Page 3 of 6 78 SSS SSS Sees Need Access Information Worksheets and Instructions Enter the amount currently owed on the business Include only the present mortgage and related debts for which the business is being used as collateral If the student and spouse is are not the sole owner s enter only the student s and spouse s share of the business debt 6ia Small Family Ran Business Is the business which is listed here operated by your family AND does it have fewer than 100 employees 1 Yes 2 No 6j Farm Value If the student and spouse own s a farm enter the current value of the farm Include the value of buildings machinery equipment livestock inv
42. and or father will pay OUT OF POCKET during the lt Academic Year From gt lt Academic Year To gt academic year c150 First Generation College Graduate Are you a first generation college graduate in your family 1 Yes 2 No For consideration of eligibility for certain scholarships at Suffolk University Law School UC Berkeley School of Law UC Davis School of Law UC Hastings School of Law University of Michigan School of Law University of Pennsylvania School of Medicine University of Pittsburgh School of Medicine Yale University Physician s Associate Program Yale University School of Medicine c151 Received Undergraduate Pell Grant Did you receive a federal Pell Grant while you were an undergraduate student 1 Yes 2 No For consideration of eligibility for certain scholarships at UC Berkeley School of Law UC Davis School of Law UC Hastings School of Law University of Michigan School of Law University of Pittsburgh School of Medicine c152 Anticipate Receiving Tuition Benefits Do you anticipate receiving tuition benefits as a result of your own or a family member s employment 1 Yes 2 No c153 Beneficiary of a Section 529 Plan Are you the named beneficiary of a Section 529 plan 1 Yes 2 No c154 Beneficiary of a Trust Are you the beneficiary of a Trust 1 Yes 2 No c155 Claimed by Parent or Guardian Were you or will you be claimed as a dependent by a Parent or Guardian for tax purposes for t
43. asset protection allowance from the Need Access analysis Selecting this option affects line 6 page 2 of the NAR Option 4 Institutional Assessment Option The FM uses marginal taxation rates of 22 to 47 for parents when computing contributions from available income and AAI If this option is selected Need Access will use the taxation rates of 70 to 90 in the analysis Selecting this option affects line 15 page 1 and line 11 page 2 of the NAR Option 5 Overrides The Asset Conversion Percentage Override allows schools to replace the federal percentage 12 used to calculate the amount of assets parents should contribute The Contribution from Adjusted Available Income Override is multiplied by the AAI to arrive at the Contribution from Adjusted Available Income 37 SSS SSS SSS eee Need Access Federal Methodology and Need Analysis Tables Need Access and Estimated Federal Methodology Need Analysis Tables for the 2011 2012 Award Year Table 1 2010 U S Federal Income Tax Table Table 2 Estimated State and Local Taxes Table 3 Estimated FM Income Protection Allowances Table 4 Estimated FM Asset Protection Allowances Table 5 Estimated FM Adjusted Business Farm Net Worth Table 6 Estimated FM Adjusted Available Income Contribution Rate Schedule for Parents and for Independent Students with Dependents Table 7 Need Access Adjusted Available Income Contribution Rate Schedule for Parents and for Independent Students
44. at least halftime in 2011 2012 24d Type of School Emer the number corresponding to the type of institution that the spouse will be attending in 2011 2012 1 Undergraduate 2 Graduate Professional 24e Institution Name Enter the name of the institution the spouse will be attending in 2011 2012 24f Location of the Institution Enter the US Postal Service abbreviation for the state in which the educational institution is located 24g Estimated Tuition for 2011 2012 Enter the amount of tuition the spouse will be charged 24h Spouse s Year in School in 2011 2012 Enter a number from to 7 indicating the spouse s year in school during the 2011 2012 academic year 1 freshman 2 sophomore 3 junior 4 senior S fifih year graduate ete 24i Spouse Applied for Financial Aid for 2011 2012 Enter the number corresponding to the answer to the following questions Has the spouse applied for financial aid during the 2011 2012 academic year l Ycs 2 No 24j Status of Grants for 2011 2012 Enter the number corresponding to the answer to the following questions What is the status of the spouse s financial aad in the foem of grants for the 201 1 2012 academic year 1 Granted 2 gt Pending Jy None 24k Amount of Grants for 2011 2012 If the spouse has grants pending or granted enter the amount of grants here 24m Status of Loans for 2011 2012 Enter the number corresponding to the answer to the following questions What
45. columns for Homeowners and Non Homeowners These new tables can be accessed by selecting Tables Rules then selecting one of the following from the popup menu that is presented Asset Protection Allowance Homeowners Asset Protection Allowance Non Homeowners The user is then presented with the table used in the Access Methodology calculations These tables are initially pre populated with the same values as in the Federal Methodology The user can make changes to the table and click Done to save the changes or click Cancel to keep the table as it is In the Access Methodology calculation the value for Asset Protection Allowance is taken from the Homeowners table if there is a home equity greater than zero Otherwise this allowance is taken from the Non Homeowners table Option 4 Institutional Assessment Option The FM uses marginal taxation rates of 22 to 47 for students with dependents other than a spouse when computing contributions from available income and Adjusted Available Income AAI The assessment rate is 50 of available income for single or married students without other dependents If this option is selected Need Access will use the taxation rates of 70 to 90 in the analysis Selecting this option affects line 15 page 1 and line 11 page 2 of the NAR Option 5 Overrides The Contribution from Available Discretionary Income Override allows you to replace the federal percentages used to calculate the amount
46. criteria and invoke certain functions for those applicants such as assigning a Tracking Document or Budget to them or Packaging Funds for them The following is an example of a simple Rule which selects second and third year students Step Name Start If Stu App 2d Year in Grad Prof School Is Equal To Second yr Or Stu App 2d Year in Grad Prof School Is Equal To Third yr Select Applicant A slightly more complex Applicant Selection Rule is to select second and third year students whose 2009 Adjusted Gross Income AGI is less than 10 000 Step Name Second Year If Stu App 2d Year in Grad Prof School Is Equal To Second yr And NA Stu Access EFC Is Less Than 10000 Select Applicant Step Name Third Year If Stu App 2d Year in Grad Prof School Is Equal To Third yr And NA Stu Access EFC Is Less Than 10000 Select Applicant The following example assigns a 9 month budget to entering students and a 10 month budget to returning students Step Name First Year If Stu App 2d Year in Grad Prof School Is Equal To First yr Assign Budget 9 Month Budget Exit Rules Step Name Continuing If Stu App 2d Year in Grad Prof School Is Not Equal To First yr Assign Budget 10 month budget Applicant Selection Rules The Need Access Counselor allows you to create Applicant Selection Rules which can then be used in the selection of applicants for review or as part of the batch processes in the system
47. document is required for disbursement For more information on how documents are tracked and how document status affects other processes see Tracking Documents for Individual Students on page 20 Seed Access Counsator Oecuvent Pt 1 of 2 2 prrzBsto man Applicant ZZ TEST CATE S N 111 00 0905 Phan 950r ops Req d Received Docwwent Warme Pag GLIOEIIO Rosg Adeoos Applioatian Disketit 1 Pq Free Application tor feeral Student ate TPAPSAL ISIRI 1 Prg Institutional Financial Aid Appitcats 2 086 Fisaneial Ard transer ipts toen premieae by B1lening sel tages 1 Peq Steent aad Spouse s 2004 U3 trcome Tar Ret 1g Nos Citison Ef igebitity Potm Pispiay Document Tracking Screen Figure 2 6 Student Packaging When you click on the Packaging button while reviewing applicant data the list of funds awarded to the individual student will be displayed Under the Status column the following codes will appear depending upon where the student is in the packaging process e 1 awd award e 2 acc accept e 3 dsb disbursement e 4 hid hold If you want to change the status for the individual student click on Special Functions and then click on Change Packaging Status If you want to package or repackage the individual student click on Special Functions and then click on Package Repackage Student Funds If you want to post an acceptance of the award or make a manual change to the package
48. guardian in this household 1 Yes 2 No 3lad ay Father Deceased Emer the number corresponding to the answer of the following questions Is the father stepfather or male guardian in this household deceased 1 lt Yes 2 No 32a Mother in Household Enter the number corresponding to the answer of the following question Is the mother stepmother or female guardian in this household 1 Yes 2 No 32ad ay Mother Deceased Enter the number corresponding to the answer of the following question Is the mother stepmother or female guardian in this household deceased I Yes 2 No 31 32b Relationship to the Student For each parent enter the number 1 to 4 corresponding to the relationship of the appropriate parem of the student 1 Father Mother 2 Seepparent 3 Guardian 4 None If there is no fathen stepfather male guardian in the houschold leave the entries under Father blank If there is no mother stepmothen female guardian in the household leave the entries under Mother blank 31 32 h Parent s Name Age and Address For each parent enter the name age and home address For non US addresses enter the name of the territory and or country 31 32i m Occupation Title Employer Years For cach parent enter the current occupation title employer and the number of years with that employer If employed less than one year enter 0 Leave these items blank if the parent is not employed or ret
49. is the assistance in the form of a Gift does no have to be repaid or Loan has to be repaid eGift 2 Loan OSPECTIVE S If the student applicant is unmaied and will be married by October 1 201 1 this section should be completed Otherwise it should be left blank 26 a b Income from Work Enter the total amount of income that the prospective spouse expects to earn from work during cach time period listed Include all wages salaries tips and bonuses Include any self employment or farm earnings Enter the amount camed before taxes are deducted Do not include any amount from Federal Work Study 26c Home Value Enter the current market value of the home Do not use assessed insured or tax value A home includes a house mobile home condominium etc Renter enter 0 26d Home Debt Enter the amount currently owed on the home including the present mortgage and related debts on the home Do not include interest due on the mortgage Check with the mortgage company if you are unsure of the amount owed 26e Year of Home Purchase If the prospective spouse owns a home enter the year in which the home was purchased 26f Home Purchase Price If the prospective spouse owns a home enter the original purchase price of the home 26g Retirement Account Valuc Enter the estimated value of the prospective spouse s IRA Keogh Roth and other retirement account s including employer based tax deferred pension and s
50. least hallime for at least one term Include only students who are working toward a degree or certificate leading to a recognized education credential at a college that is eligible to participate in any of the federal student ald programs 62u Parents in College Of the number of college students entered in the previous question enter here the number that are the parents of the student applicant That is how many of the student applicant s parents will be attending college at least halftime in 2011 2012 Enter 0 1 or 2 62v Parents Current Marital Status Enter the number corresponding to the parents current marital status 1 Single 2 Married 3 Separated 4 Divorced Widowed 6 Domestic Partner 62w Date of Parents Divorce Separation Enter the month and year the parents were divorced or separated 32wr Date of Remarriage Enter the month and year the parents were remarried 62x Parents State of Legal Residence Enter the US Postal Service abbreviation of the state where the parents presently have their legal residence 62 Income from non US sources in 20107 Are you a non US citizen whose income in 2010 came primarily from non U S sources 1 Yes 2 No Parent s Annual Income und Expense Figures All of the instructions in this section cover both the actual if available or estimated information for 2010 and the estimated Information for 2011 Students spouses are to fill in both columns of data A
51. of state please estimate the amount of additional monthly living expenses you expect to incur as a result of having to maintain two residences Do not include your own living expenses In the Special Circumstances section at the end of this application please provide details of your situation and an estimate of the amount of time you will be living separately and maintaining two residences 247 Harvard University Health Services If you are married or will be married during 2010 2011 do you intend to enroll in the Harvard University Health Service for your spouse and or dependents 1 Yes 2 No 248 Blue Cross Blue Shield Insurance If you are married or will be married during 2010 2011 do you intend to enroll in Blue Cross Blue Shield Insurance for your spouse and or dependents 1 Yes 2 No c 249 Harvard Dental Insurance If you are married or will be married during 2010 2011 do you intend to enroll in Harvard Dental Insurance for your spouse and or dependents 1 Yes 2 No c250 Prospective Spouse s Cash Savings Checking Enter the amount of money in the prospective spouse s cash savings and checking accounts as of today c251 Prospective Spouse s Other Real Estate Value Enter the current value of the prospective spouse s other real estate including rental property land second or summer homes etc 110 Need Access School Custom Questions 252 Prospective Spouse s Other Real Estate De
52. of income a student should contribute The override percentage is multiplied by the Available Discretionary Income to arrive at the Contribution from Income For example if you enter 100 you would expect the student to contribute 100 of the remaining income after the various allowances are subtracted If you choose this override you should not choose the Contribution from Adjusted Available Income override since it would have no effect The Asset Conversion Percentage Override allows you to replace the federal percentages 12 or 35 used to calculate the amount of assets a student should contribute This option will also override the prorating of net worth over the years remaining in the student s program Option 2 If you want to prorate net worth over years to degree do not use this override The Contribution from Assets Override only affects students with dependents other than a spouse This option allows you to override the federal calculation for contribution from assets This option may be used in conjunction with the Student Asset Conversion Percentages Option If you enter 100 in the override and use the prorated option the expected contribution would be 100 of the prorated amount The Contribution from Adjusted Available Income Override only affects students with dependents other than a spouse If you select this option the Contribution from Adjusted Available Income is multiplied by this percentage to arrive at the Con
53. period of enrollment The potentially negative impact of using base year income most clearly affects students who have been in the work force prior to enrolling in graduate or professional school For example by expecting 50 of the after tax income of an independent student without dependents the FM assumes there will not be a significant difference in the student s earnings upon enrollment This assumption overlooks the fact that rigorous academic program requirements prevent many graduate and professional students from continuing to work full time 2 Allowance for Medical Dental Expenses An allowance for un reimbursed medical and dental expenses is provided if such expenses exceed 5 of the student s total income The amount of expenses is reported by the student in question 3q of the student data section This allowance is not included in the FM This change affects line 8 page 1 of the NAR 3 Allowance for Elementary and Secondary School Tuition Paid An allowance for elementary and secondary school tuition paid for the student s dependent children is provided if the need analysis model shows an independent student with a dependent other than a spouse The amount of tuition paid is reported by the student in questions 3r and 4r of the student data section The allowance is limited to a maximum amount of un reimbursed tuition expenses for each child for whom expenses are incurred See Table 9 of the Need Analysis Table in Section
54. right of the letter you want it to replace For example to use your letter name First as the Welcome First Missing Document Letter you would click on First from the list of letters provided Then you would click the Select button to the right of the Welcome First Missing Document Letter Once you press Select the name of your document First is listed under the title Welcome First Missing Document Letter 4 Click Done When you are ready to send the Welcome First Missing Document Letter your letter will be used not the initial letter which was loaded into the system Figure 3 19 Printing New Letters for a Group of Students To print a letter other than one of the Standard Letters identified above choose menu item Print Applicant Letters from the MAIN MENU and then choose Selected Letter The system presents a screen allowing you to select the letter to send followed by a screen allowing you to specify which students should be sent the letter such as all first year students The selected letter is printed for all students who have been selected Correspondence Tracking The Need Access Counselor keeps a list of letters you have sent to individual students along with the dates they were sent Letters sent to a particular student are listed on the Correspondence screen in the Student Status Funds section Up to 38 template letters will be listed on these screens Whi
55. s preferences for the need analysis calculation options click Exit Section Goe vee Sroeeets saia aie Ma foie mt aj yy Hoeg Aveoss Courseler Calowiatien Options Pago et Option PIC Exclude parega in callege fram Parosis Federal and Access cept 7 in ClYeu Optran SHA Inctude Family fanat treat Gasiness Ascets in Applicant s Di joerg ats Ret gana tees Sho OP t Duig da er teaa tro Tron Evotute o Atosi ah tysis reves 2 Prorate student k y jahil over wdents un er 40 No ears tomerning te Cheves 2 L Married Stedent with depondenis other bey a spouse Parents Option 4 Use TOM 80 taxation ote leven 2 Me Yerorried student witheut odin i Pried Student wilh dey Married student withow other pE nts SALERS Stedent with OPRIE olher thah speuse J j Mars ied Stedent withoet otter ghs ji J Pare ij Ede tem sal sta erm pol 1 Char Figure 3 9 Tracking Document List and Rules The Need Access Counselor allows you to establish a list of documents that you will wish to receive from students and sets up Tracking Document Assignment Rules to determine which students will be asked for each document It is recommended that you list all possible documents you expect to request from your students before loading student records onto the Need Access Counselor A list of a few such documents might be e Free Application for Federal Student Aid FAFSA e S
56. s family members in college If result is greater than 99 999 set it to 99 999 28 12 Month Contribution for Student same as 9 month contribution 12 month contribution for student If result is greater than 99 999 set it to 99 999 Worksheet 3 2011 2012 Student s Analysis Estimated FM Independent without Dependents Page 4 59 E Need Access Calculation Worksheets Worksheet 4 2011 2012 Student s Analysis Estimated Federal Methodology Independent Students with Dependents Other than a Spouse Line Item Regular Simplified Income 1 Adjusted Gross Income Taxable Income 2 Untaxed Income and Benefits 3 Total Income Line 1 Line 2 minus 2010 Income Exclusions Taxes 4 U S Income Tax 5 FICA Tax 6 State and Other Taxes Use line 3 for Income Level in Table 2 Allowances 7 Medical Dental Expenses pes 8 Elementary and Secondary School Tuition Paid ase 9 Employment Allowance 10 Summer Living Allowance Ea 11 Income Protection Allowance Table 3 12 Total Allowances sum of lines 4 through 11 13 Available Discretionary Income Line 3 Line 12 may be negative 14 Contribution from Income Assets 15 Cash and Bank Accounts 16 Home Equity ann 17 Other Real Estate and Investment
57. scholarships to disabled and chronically ill students If you answer yes please be prepared to provide documentation if selected for the scholarship 112 Need Access School Custom Questions CST006 Disability Chronic Illness Do you have a disability or are you chronically ill For consideration of eligibility for the Sanford Weiss Endowment Fund of Case Western Reserve University School of Medicine which awards need based scholarships to disabled and chronically ill students If you answer yes please be prepared to provide documentation if selected for the scholarship CST007 Disability Chronic Illness Do you have a disability or are you chronically ill For consideration of eligibility for the Sanford Weiss Endowment Fund of Case Western Reserve University School of Medicine which awards need based scholarships to disabled and chronically ill students If you answer yes please be prepared to provide documentation if selected for the scholarship CST008 Disability Chronic Illness Do you have a disability or are you chronically ill For consideration of eligibility for the Sanford Weiss Endowment Fund of Case Western Reserve University School of Medicine which awards need based scholarships to disabled and chronically ill students If you answer yes please be prepared to provide documentation if selected for the scholarship CST009 County of Legal Residence Enter the county of the student s lega
58. students The Budget Assignment Rules you establish are invoked each time the student s need analysis calculation is performed Lang Chel pet Seme Lip he GH hanaan Shar Dodje eee 12 hang Contes Dipnoi fi te tte io bare Saee OaD enmet E leteteee 9 Feitas gt teow o n 5 Dated Lembo E Parasit i5 Tewi Livieg b Figure 3 7 Arvati p abe haag haigne Aros Eekeied Iie Line ae Hoek Ute Brad sesiegots Condes Seceed Data Remy Cen utawiete ct 10 Mewh Dagei Fel Tine Skaters paad Aawign badget 3 Miewih Doigei Put Thor Ddewin Fak Raws GAPSFAS mahas used by permission ol Educatonal Testing Serde Copyngnt de 2010 Access Group Me Figure 3 8 Calculation Options Need analysis changes can be implemented in the Need Access Counselor software To review details of the options for the parent analysis see page 34 To review the options for the student analysis see page 30 of this manual To indicate the school s need analysis changes click on TABLES RULES and then select Calculation Options see Figure 3 9 On the resulting screen click on the item you want to change for the need analysis calculation A caption appears at the bottom of the screen Edit Data Item which indicates you can input or change this item An edit box also appears allowing you to enter your selection Once you have completed your entry click Done Once you have entered all of your school
59. summer Student s and Spouse s other taxable income academic year Total 2 Untaxed Income amp Benefits Student s and Spouse s untaxed income and benefits summer Student s and Spouse s untaxed income and benefits academic year Total 3 Total Income Preliminary Total Income Line 1 Line 2 Subtract 2011 income exclusions child support living Allowance financial aid reported as income Total Income zero if negative 4 U S Income Tax Compute tax using Line 1 in Table 1 with 2011 itemized deductions or Standard deductions whichever is higher and 2011 number of exemptions 5 FICA Tax Note Student s earned income in this analysis is the total of the student s income from work for the summer and upcoming academic year questions Sa and 5b If student s earned income is greater than 0 compute student s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If student s earned income is less than or equal to zero student s FICA is zero e Note Spouse s earned income in this analysis is the total of the spouse s ncome from work for the summer and upcoming academic year questions 5c and 5d If spouse s earned income is greater than 0 compute spouse s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If spouse s earned income is less than or equal to zero spouse s FICA is zero m
60. the Application has been provided to collect the same data from the non custodial as was collected from the primary parent The non custodial data will be displayed in the Non Custodial section of the Applicant Data screens The NAR shows the same calculation details for the non custodial as for the primary parent and shows the Expected Family Contribution of the DSP on page 6 of the NAR 36 A user may determine that it is appropriate to add the Non Custodial Parents income to the Custodial parents income This can be accomplished only once for a given applicant and cannot be undone Caution should be exercised by the user when using this option for non custodial parents who have remarried To perform this addition go to the applicants data screens then click the Special Functions button and then click the Combine Non Custodial Parent with Parent Data button All of the data on the Non Custodial Parents data page 2 will be added to that on the Custodial parents data page 2 In addition the figures for Number of Family Members Number in College and Parents in College figures are also added Need Access Parent Analysis Options Selected by the Institution The following need analysis changes are implemented in the Need Access parent analysis if schools select these Calculation Options on the Need Access Counselor software All need analysis options that are selected affect only the Need Access analysis not the FM Th
61. the prior year and the student s and spouse s total adjusted gross income is less than 50 000 55 SSS G U iO SOA Need Access Calculation Worksheets Worksheet 3 2011 2012 Student s Analysis Estimated Federal Methodology Independent Students without Dependents Other than a Spouse 1 Adjusted Gross Income Taxable Income If student and or spouse are tax filers 2010 Adjusted Gross Income or If student and or spouse are not tax filers 2010 Student s earned income and or 2010 Spouse s earned income Total 2 Untaxed Income amp Benefits 2010 Social Security 2010 AFDC 2010 Child support received 2010 Other untaxed income and benefits 2010 Earned Income Credit if parents are tax filers Total 3 Total Income Preliminary Total Income Line 1 Line 2 Subtract 2010 income exclusions child support living Allowance financial aid reported as income Total Income zero if negative 4 U S Income Tax If student and or spouse are tax filers 2010 U S Income Tax Paid Or If student and or spouse are not tax filers 0 5 FICA Tax If student s earned income is greater than 0 compute student s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If student s earned income is less than or equal to zero student s FICA is zero If spouse s earned income is greater than 0 compute spouse s FICA as 0765 x incom
62. the top of the screen In the center of the screen is the Data Translation Table for the currently selected table This table shows what each letter and number will be converted to during the file import or export To add a table select one of the unused entries and click on the Change Table button This will bring up the Change Data Translation Table screen allowing you to make entries There is an edit box at the top of the screen where you can name your data translation table Owe Termites Tee Monier E ed J Data Tiria Faide Masai Owe Tramites Taie eh ek epee en bi eh rk E ele wo ze ee ee ee Oepke cE ob wir xi Seed eF eF ar Duiste Tabie F J evet mh mh amp Te Print Totten Figure 3 23 There are 36 Edit Boxes one for each letter and number which are used in the conversion of data These boxes are pre filled when you add a Data Translation Table so you only have to make entries in the boxes where conversion is necessary When you have finished reviewing changing your data translation table click OK Any changes you have made will be saved If you don t want to save any changes click Cancel To change an existing table select it and click Change Table To delete an existing table select it and click Delete To print a list of all the Data Translation Tables click Print Tables Note Several Data Translation Tables are predefined in the software and are used in
63. this household l Yes 2 No 62ad ay Mother Deceased Enter the number corresponding to the answer to the following question Is the mother stepmother or female guardian in this household deceased Ir es 2 gt No 61 62b Relationship to the Student For cach parent enter the number 1 to 4 corresponding to the relationship of the appropriate parent of the student 1 Fathen Mother 2 Stepparent 3 Guardian 4 None If there is no fathen stepfathen male guardian in the houschold leave the entries under Father blank If there is no mother stepmothen female guardian in the household leave the entries under Mother blank 61 62e h Parent s Name Age and Address For each parent enter the name age and home address For non US addresses enter the name of the territory and or country 61 62i m Occupation Title Employer Years For cach parent enter the current occupation title employer and the number of years with that employer If employed less than one year enter Leave these items blank if the parent is not employed or retired 62qp Name of the Parent who Last Claimed Student as Tax Dependent Enter the name of the parent who most recently claimed the student applicant as a dependent for U S income tax purposes 62qy Last Year Claimed Enter the last two digits of the year in which the student applicant was most recently claimed by a parent as a dependent for U S tax income purposes
64. with Dependents Table 8 Need Access Contribution Rate Schedule for Married Independent Students Table 9 Need Access Allowances Against Income Table 10 Housing Index Multiplier Estimated Federal Methodology FM tables from the U S Department of Education Specifications for Need Analysis Servicers 2011 2012 GAPSFAS materials used by permission of Educational Testing Service 38 Need Access Federal Methodology and Need Analysis Tables Table 1 2010 U S Federal Income Tax Tables Did they itemize deductions Are total itemized deductions greater than zero No Use Standard Deduction Method Yes Use Itemized Deduction Method Adjusted Gross Income 3 650 X Number of Exemptions for 2010 Standard Deduction 11 400 for Married Couple Joint Return 5 700 for Single Filer 8 400 for Head of Household Taxable Income zero if negative Adjusted Gross Income 3 650 X Number of Exemptions for 2010 Total Itemized Deductions Taxable Income zero if negative one parent families Head of Household U S Income tax is computed using the Married Joint Return schedule for two parent families the schedule for Single individuals or the schedule for Phaseout of Personal Exemptions The 3 650 personal exemption amount is reduced or eliminated for higher income individuals Filing Status Adjusted Gross Income Phaseout Level Head of Household 208 500 Single
65. worth of support c26 Separate Student Spouse Households Will the student and spouse or prospective spouse maintain separate households during the summer of 2011 1 Yes 2No c27 FAFSA Resume Requirement Will you complete the lt Academic Year From gt lt Academic Year To gt Free Application for Federal Student Aid FAFSA 1 Yes 2 No You must also submit a resume to the Financial Aid Office at any of the following schools to which you are applying in order to be considered for any scholarships Your resume will be consulted when determining your eligibility for all scholarships Cornell University Law School University of New Mexico School of Law c37 Div Sep Non Custodial Parent If your natural parents are divorced or separated or were never married complete both the PARENT and DIVORCED SEPARATED PARENT sections and indicate here which parent s data is being provided with this submission as the DIVORCED SEPARATED parent 1 Father is divorced separated 2 Mother is divorced separated 3 Natural Parents Married c38 Div Sep Parent Financial Support If your natural parents are divorced or separated or were never married have you ever received financial support from the parent who provided the least or no financial support to you If your natural parents are currently married choose the last selection 1 Yes 2 No 3 Natural Parents Married c39 Area of Interest Concentration Select your academic a
66. you with a suggested sequence that ranges from the simplest to the more complex rules We suggest setting up the following items first 1 Budgets and Rules Your budgets and budget assignment rules are used in the need analysis calculations so they have to be in place before you can get accurate need figures You will be able to assign as many budgets as you need to any combinations of student selection groups you determine See page 18 for Setting up and Assigning Student Budgets Tracking Documents and Rules Tracking documents and rules are among the simplest of tables in the Need Access Counselor By making your changes here first you will become accustomed to the look and feel of making such changes In addition since tracking documents are assigned to students when they are loaded into the system it is important that you update your Tracking Documents List and Rules before loading any student into the system It is recommended that you list ALL of the possible documents that you will require from students Posting them now will save time that you may spend later on going back and manually correcting the tracking document lists for any students already loaded on the system See page 19 for Tracking Documents List and Rules Calculation Options Each school can select the customized calculation options it would like to utilize in performing need analysis for its students To review the options for the
67. 0 26 2 500 900 40 38 200 13 300 54 54 300 18 400 27 5 100 1 800 41 38 900 13 600 55 55 600 18 800 28 7 600 2 700 42 39 900 13 900 56 57 300 19 300 29 10 200 3 500 43 40 900 14 200 57 58 700 19 800 30 12 700 4 400 44 41 900 14 500 58 60 400 20 300 31 15 300 5 300 45 42 900 14 900 59 62 200 20 800 32 17 800 6 200 46 44 000 15 200 60 64 000 21 400 33 20 400 7 100 47 45 100 15 500 61 65 800 22 000 34 22 900 8 000 48 46 200 15 900 62 67 700 22 600 35 25 500 8 900 49 47 400 16 300 63 70 000 23 200 36 28 000 9 800 50 48 800 16 700 64 72 000 23 800 37 30 600 10 600 51 50 000 17 100 65 74 000 24 500 38 33 100 11 500 52 51 200 17 500 Table 5 2011 2012 Estimated FM Adjusted Business Farm Net Worth Net Worth NW Adjusted Net Worth Less than 1 0 1 to 115 000 40 of NW 115 001 to 345 000 46 000 50 of NW over 115 000 345 001 to 580 000 161 000 60 of NW over 345 000 580 001 or more 302 000 100 of NW over 580 000 GAPSFAS materials used by permission of Educational Testing Service 41 Need Access Federal Methodology and Need Analysis Tables Table 6 2010 2011 Estimated FM Adjusted Available Income AAJ Contribution Rate Schedule AAI Federal Methodology FM Contribution for Parents and for Independent Students with Dependents Less than 3 409 750 3 409 to 14 500 0 22 of AAI
68. 166 800 Married filing Joint Return 250 200 The exemption amount is reduced by 2 for each 2 500 by which the taxpayer s AGI exceeds the phaseout level To calculate the exemption reduction amount subtract the phaseout level from the AGI divide the result by 2 500 round the result UP to the nearest integer and multiply this result by 2 Multiply the resulting percentage by the total exemption amount to determine the amount by which the exemptions are reduced New for 2006 Multiply the resulting exemption reduction by 2 3 which results in a smaller exemption phaseout amount Limits on Itemized Deductions The amount of allowable itemized deductions is reduced for higher income taxpayers If AGI exceeds 166 800 then 3 of the excess amount reduces the amount of itemized deduction other than medical dental expenses investment interest and casualty theft and gambling losses To calculate the reduction subtract 166 800 from the AGI and multiply the result by 3 This is the amount by which the Itemized Deductions are reduced except that the reduction is limited to be no more than 80 of the total Itemized Deductions New for 2006 Multiply the resulting deduction reduction by 2 3 which results in a smaller deduction phaseout amount 2010 U S Federal Income Tax Table Tax is calculated using taxable income AGI minus standard deduction and exemptions Locate the correct taxable income in column A Tax equals
69. 321 Number in College Enter the number of people from the previous question including the student applicant who will be attending college Graduate professional School or other schoo beyond the high school kvel between July 1 2011 and June 30 2012 Include other students if they are enrolled at least half time for at beast one term Include only students who are working toward a degree or certificate leading to a recognized education credential at a college that is eligible to participate in any of the federal student aid programs 32u Parents in College Of the number of college students entered in the previous question enter here the number that are the parents of the student applicant That is how many of the student applicant s parents will be attending college at least halftime in 2011 2012 Enter 0 1 or 2 32v Parents Current Marital Status Enter the number corresponding to the parents current marital status 1 Single 2 Married 3 Separated 4 Divorced Widowed 6 Domestic Partner 32w Date of Parents Divorce Separation Enter the month and year the parents were divorced or separated Jwr Date of Remarriage Enter the month and year the parents were remarried 32x Parents State of Legal Residence Enter the US Postal Service abbreviation of the state where the parents presently have their legal residence 32x Income from non US sources in 20107 Are you a non US citizen whose income in 2010 c
70. 4d Itemized Deductions Enter the amount from Form 1040 Schedule A line 29 1f deductions were not itemized or ifa Form LO40A or ID40EZ was filed enter 0 Business or farm owners should not use any amounts from Schedules C or F 63 4e U S Income Tax Paid Enter the amount of U S income tax paid from IRS Form 1049 line 55 or IRS Form 1040A fine 35 or e IRS Form 104082 line 11 Do not include any FICA self employment or other taxes Do not copy the amount of federal income tax withheld from a W 2 form 63 4f Father s Earned Income from Work Emer the amount of income earned from work by the father or stepfather Include wages salaries tips and bonuses Include any self employment or farm earnings Enter the amount earned before any taxes are deducted Do not include any amount from work study 63 4g Mother s Earned Income from Work Enter the amount of income carned from work by the mother or stepmother Include wages salaries tips and bonuses Include any self employment or farm camings Enter the amount cared before any taxes are deducted Do not include any amount from work study 63 4h Interest Income Emer the amount of interest income received from IRS Form 1046 line 8a or e IRS Form 1040A line 8a or IRS Form 104082 line 2 63 4i Dividend Income Emer the amount of dividend income received from ERS Form 1040 line 9a or IRS Form 1040A line 9a
71. Adjusted Grass Income Enter the Adjusted Gross Income amount from IRS Form 1040 line 37 or IRS Form 10404 line 21 or Page of 4 a Need Access Information Worksheets and Instructions IRS Form 1040EZ line 4 33 4d Itemized Deductions Enter the amount from Form 1040 Schedule A line 29 If deductions were not itemized or ifa Form LO40A or 1040E2 was filed enter 0 Business or farm owners should not use any amounts from Schedules C or F 33 4e U S Income Tax Paid Enter the amount of U S income tax paid from e IRS Form 1046 line 55 or IRS Form 1040A line 353 or e IRS Form 1040872 line 11 Do not include any PICA self employment or other taxes Do not copy the amount of federal income tax withheld from a W 2 form 33 4f Father s Earned Income from Work Enter the amount of income earned from work by the father or stepfather Include wages salaries tips and bonuses Include any self employment or farm camings Enter the amount camed before any taxes are deducted Do not include any amount from work study 33 4g Mother s Earned Income from Work Emer the amount of income earned from work by the mother or stepmother Include wages salaries tips and bonuses Include any self employment or farm earings Enter the amount eared before any taxes are deducted Do nod include any amount from work study 33 4h Interest Income Enter the amount of interest i
72. America program 1 Yes 2 No For consideration of eligibility for certain scholarships at Yale University School of Medicine and Yale University Physician s Associate Program c209 Canadian Citizen Are you a Canadian citizen 1 Yes 2 No For consideration of eligibility for certain scholarships at Yale University Physician s Associate Program Yale University School of Medicine or UCLA Anderson School of Business EMBA FEMBA MFE 212 Previous Surname If your last name has changed please enter your previous last name c213 Type of Aid Applying for Select whether you are applying for external aid only such as Federal Direct Stafford Loans Graduate Plus Loans Private Loans or all types of financial aid including school grants scholarships and loans 1 External only 2 All financial aid If you are applying only for external aid and are applying ONLY to one or more of the following schools you do not need to complete the Parents portion of this application though the application will prompt you to do so Columbia University College of Physicians and Surgeons Columbia University College of Dental Medicine Columbia University Programs in Occupational Therapy University of California Davis School of Law 214 Local Address Street Enter the local address street In this entry and the following ones for your local address you need only make entries if your local address is different from your perma
73. Applicants Recently Sent to School from download options Choose one of the archived files then select Save from the dialogue box Once you have successfully downloaded and saved your student data files from the Internet open your 2011 2012 Need Access Counselor software Select Load New Applicants from the MAIN MENU and then select Print List of Recently Sent Applicants from the sub menu Select the report you just downloaded from the Internet and click OK A screen will appear where you can choose to print or preview the report To print the report click on Print Disclaimer for Federal Need Access While Access Group performs calculator verification with test files provided by the United States Department of Education there is no guarantee of their accuracy In addition to the possibility of inadvertent calculation error certain systematic differences may occur One of these is in the area of illegible entries on the FAFSA Since the Need Access Counselor was designed to be used for data entered on Need Access Application any illegible entry is not possible Therefore entries coded as illegible on imported ISIR records are recorded as blank entries in the Need Access Counselor Depending on the specific data items involved calculation differences may result Also the Need Access Counselor will perform a need analysis for a record that has been rejected by the federal system Batch Print Nee
74. ES and HELP Main Menu The options found under MAIN MENU are the functions you will use on a day to day basis to review applicant data package funds disburse funds send correspondence print reports and import or export data to or from other systems You can perform tasks on individual student records that you designate by criteria Throughout this manual the term batch will be used to refer to tasks that can be performed on a group or batch of student records Tables amp Rules The options found under this menu will be used to establish the rules or guidelines your school will follow for designating document requirements assigning budgets sending correspondence and packaging student awards You will want to establish your rules first before you load any applicants into the Need Access Counselor See the section on the next page First Things First for tasks that should be completed before you begin processing student application data Help The HELP menu provides more detailed information about many aspects of the Need Access Counselor This menu also has a search function so that you can search by topic Data Dictionary The Need Access Counselor contains about 2 700 different data items each having a code name which can be used in the creation of rules letters reports and file layouts A Data Dictionary is included in the software itself so that you can determine the proper code names when using data items T
75. F Child support received Any income reported elsewhere in this application Money from student financial aid Veterans educational benefits WA Vocational Rehabilitation Program VEAP benefits Dependent Educational Assistance Program Benefits GI Bill ete Food Stamps Rollover pensions e Payments received from states for foster care and adoption assistance under Title IV A or IV E of the Social Security Act Gills and support other than money received from friends and relatives se eeee 33 4q Medical Dental Expenses Enter the total amount for medical and dental expenses including insurance premiums Do not include amounts covered by insurance your company medical reimbursement account flexible spending account or self employed health deductions from IRS form 1040 IF deductions are itemized on the U S income tax return enter the amount from IRS form 1040 Schedule A line 1 33 dr Elementary Junior High High School Tuition Enter the total amount of tuition paid for elementary junior high and high school tuition for all children Tuition does not include room board books transportation ete Do not include amy tuition paid for preschool or college Do not include tuition paid for by scholarships Do not include any tuition paid for the applicant 33 4s Number of Children Tuition Paid for Enter the number of dependent children for whom the above tuition is paid INCOME EXCLUSIONS 33 4t
76. GS Lint Une Peter pe OS Line pace Tine ip pissed ae mths Hao Esmeri bynes Figure 2 2b Need Analysis Report Once you have selected an individual applicant click OK to examine the associated record When you have done so the Need Analysis Report appears as shown in Figure 2 3 The page number n1 shows that you are on the first page of the Need Analysis Report NAR screens If you need to review a NAR look for the letter n to indicate that you are reviewing the appropriate screens The first need analysis screen presents the income and allowances portion of the need analysis calculation The second page presents the asset portion of the need analysis calculation and the calculated contributions for 9 month and 12 month analyses On both screens there are five columns representing five separate analyses The first column labeled Parents EST Fed 2010 shows the results of the parents need analysis using 2010 calendar year data and federal calculation rules The second column labeled Parents Access 2010 shows the results of the parents need analysis using 2010 calendar year data and Need Access calculation rules which include some elements not in the Federal rules such as Medical Dental Expense and Home Equity and may also reflect calculation options you have entered The third column labeled Student EST Fed 2010 shows the results of the student s need analysis using 2010 calendar year d
77. Ie i amo fp Ti O ow a Zed pet ee bo mare ate hegere beire Likan mm3 he a a Ne Doomen Speciet mi pat fa 1 oaa 2151 mmeh 5 Seteyt henge iosa I 3 Detew tome i alo poles jel u mwe warn Figure 3 13 Funds Packaging Rules You can set up Funds Packaging Rules by selecting TABLES RULES from the Menu Bar then selecting menu item Funds Packaging Rules from the menu that is displayed This selection allows you to change and print your Funds Packaging Rules Figure 3 14 calculates a student s need based on the Need Access analysis then awards funds in a specified sequence up to the amount of need Up to 18 funds can be awarded to a student You can execute Funds Packaging for a group of selected or all students by selecting menu item Package Applicant Funds from the MAIN MENU The system presents you with a screen allowing you to specify which students should be considered for packaging such as first year only When you have specified the applicant record criteria click OK Next you are presented with the Package Applicant Funds screen which gives you the option of an Actual or Simulated Funds Packaging Run and the option of printing a Packaging Report listing the results of the Funds Packaging Run During the Funds Packaging Run the selected students will be packaged if all of their Tracking Documents required for packaging have been received or waived and they haven t been packa
78. Postal Service Abbreviation for the state IF you are an international student please enter your country of origin li Student s Phone Number Emer the phone number for the phone where you may be reached during the weeks after you send in this application This phone number will only be used to contact you if there are questions about your application 1j Student s E Mail Address Emer the student s e mail address if applicable Ik Student s Social Security Number Enter the student s social security number Im Student s Date of Birth Enter the student s date of birth In Student s State of Legal Residence Enter the US Postal Service Abbreviation for your state country of legal residence Residency domicile is your true fixed and permanent home If you moved into a state for the sole purpose of attending a college don t count that state as your legal residence Za Student s Degree Objective From the table listed here enter the number of the entry which best describes this stuxlent s degree objective 1 MA MS ete 2 Ph D Ed D ete 3 MBA 43D 5 M D DDS D M D D V_M DO 6 M Divinity 7 Other 2b Primary Care Objective Enter the number corresponding to the answer to the following question If studying for MD DO D M D or DDS degree does the student plan to practice in primary health care or general dentistry 1 Yes 2 No 2d Year in School From the table listed here emer the numb
79. RAEGWLAR REGULAR RETA Adjusted Gress Taraeio the 75 00 15 00 bo 900 20 009 29 000 Valaxed Income a 9 3 income Excluston C o 4 a e Total inoia 76 00 74 000 6p 9008 20 86 24 008 5 Income Taxes LELE s too a00 a t FICA Tasos 6 tis 6 fee 4 614 1 20 1 59 State and Local Tares s on 3 000 1 400 tee ooe Medical Dental Expense 4 250 Elewentary Gecandary Tuit J toe top lopment Allowance LLE suo a 7 e Serrer Living Allowance 3 508 incawe Protection Altawance 10 238 16 256 12 400 12 400 i coe Total Al lewances ah 446 42 ine 26 774 ta tea at nae Available Disctationary imc sn ses 74 025 33 222 5 410 1 690 Witibetion trae ingame TETT 216 008 Figure 2 3 Note If parents request that their information be kept confidential from the student applicant that message will appear at the top of the screen Applicant Data The Student Data Parent Data Non Custodial Data buttons allow you to view and update various types of Need Access data associated with the selected applicant You will know that you are on a Student Data screen because the page number indicated at the top of the page is s1 The letter s designates a Student Data screen the letter p designates a Parent Data screen and the letter d designates a Non Custodial Parent Data screen By clicking on the buttons you will view the actual question and the respective data that was entered onto the application Figure 2 4 is an e
80. Spec Prisi Samp Figure 3 21 For more information about custom reports using Excel see Creating Reports and Exporting Data on p 26 Preview your report At any time during the development of your report you can preview your report by clicking on Print Spec or Print Sample and then clicking on Preview At the top of this screen is the Report Name field You must enter a name for the report here If you are changing an existing report you can change the name of the report If the report you are creating is similar to one you have created previously you may be able to save time by clicking on the Copy Report button and selecting the similar report from the list that is displayed You can then make changes as appropriate At the upper left part of the screen shown in Figure 3 21 is a box labeled Select Report Line This box is used to select the type of report line that is detailed in your report The first type of report line is the Report Title which is listed along with the current data and page number at the top of each page of your report Your Report Title and Report Name may be the same There are three Heading Lines which are also printed at the top of each page These can be used to provide column headings You can specify up to six Detail Lines which are used to print applicant data To add data to a detail line select the place where the new line should be placed by
81. Special Circumstances section 244 Minimum Monthly Payments If you are married or will be married during the 2010 2011 year and your spouse has outstanding education loans list here the total of the minimum required monthly payments which you and your spouse will be paying during 2010 2011 245 Spouse s Residence Employment Plans If you are married or will be married in 2010 2011 select one of the following options 1 My spouse will be moving with me to law school and will be seeking new employment 2 My spouse will not be moving with me to law school and will remain in his her current employment in a different state than me c246 Spouse s Additional Expenses for Two Residences If you indicated above that your spouse or prospective spouse will not be moving to law school with you and will remain in his her current employment out of state please estimate the amount of additional monthly living expenses you expect to incur as a result of having to maintain two residences Do not include your own living expenses In the Special Circumstances section at the end of this application please provide details of your situation and an estimate of the amount of time you will be living separately and maintaining two residences c246a Spouse s Additional Expenses for Two Residences If you indicated above that your spouse or prospective spouse will not be moving to medical school with you and will remain in his her current employment out
82. T form The other parent and stepparent if applicable should complete the NON CUSTODIAL PARENT form Be sure to print the Non Custodial Parent Information Worksheet Instructions that accompany this worksheet Student Name Parent s General Information k m 62p 62pe 62qp 62ay 62r Parent in household Yes No Student SSN Deceased Yes No Relationship to student Father Mother Stepparent Guardian None Other Name Date of birth Street City State Zip 61 62 Father Mother Country Occupation Job title Employer Years Phone number Parent s e mail address Name of parent who last claimed student as tax dependent Last year claimed Release of financial data to student Yes No Parent s Household Information 62s 62v 62w 62wr 62x 62z Number of family members including student Parent s current marital status Single Married Separated Divorced Widowed Date of parent s divorce separation Month Year 62t Number in college 62u Parents in college Date of parent s remarriage Month Year Parent s state of legal residence Income from non U S sources in 2010 Yes No Page 1 of 4 100 E Need Access Information Worksheets and Instructions
83. T016 Employer Reimbursement Enter the total amount of taxable reimbursement that you will receive from your employer to apply toward educational expenses during the academic year lt Academic Year From gt lt Academic Year To gt Explain the details of this reimbursement in the Special Circumstances section at the end of this application CST017 Less than Full Tuition Will you be paying less than full tuition for the lt Academic Year From gt lt Academic Year To gt academic year at the UCLA Anderson School of Business If you answer yes please contact the financial aid office and your class manager to submit a tuition plan before accepting any financial aid CST018 Self Employed Are you currently self employed and operate your own business as your primary means of financial support CST019 Unemployed Are you are currently unemployed If so provide a copy of your termination letter to the UCLA Anderson School of Business financial aid office CST020 Unemployment Date If you are currently unemployed enter here the date that you became unemployed CST021 Unemployment Severance Payment If you are currently unemployed enter here the amount of any severance pay that you may have received CST022 Unemployment Benefits Are you collecting unemployment benefits CST023 Born Outside United States Were you or your parents born outside of the United States and if so are you they now a naturalized citizen or resident alien of
84. This is a very powerful feature of this software and The following sample Tracking Document Assignment Rules assigns the FAFSA and a tax return if one was filed to all students and transcripts and an institutional aid application to first year students Step Name Start allows you considerable flexibility in your review and Assign Doc Free Application for Federal Student Aid processing activities The Review Update Applicant Selection FAFSA ISIR Rule List screen is accessed by selecting TABLES RULES from Assign Doc Institutional Financial Aid Application the Menu Bar then selecting menu item Applicant Selection If Stu App 2d Year in Grad Prof School Rules from the pull down menu displayed This screen displays Is Equal To First yr a window listing the Selection Rules you have entered When Assign Doc Financial Aid Transcripts from previously you click on one of these Selection Rules the rule name attended colleges appears in the box at the top of the screen You can create up Assign Doc Institutional Financial Aid Application to 200 different Selection Rules To create a new Selection Step Name Stu Tax Form Rule click Add New Rule This brings up the Add Change If Stu App 3a Source of 2009 U S Tax Figures screen and allows you to enter the name of the rule see Is NotEqual To not filed Figure 3 5 When you click OK you access the Assign Doc Student s and Spouse s 2009 U S Income Review Update Applicant Selection Rules scr
85. Yale University Physician s Assistance Program Yale University School of Medicine 1 Yes 2 No 104 Need Access School Custom Questions c50 Parents Divorced Enter the year in which your parents were divorced if applicable If your parents have been divorced for less than ten years you must complete both the PARENT and DIVORCED SEPARATED PARENT sections of this application and provide copies of their lt Prior Academic Year From gt federal income tax returns to the Financial Aid Office at any of the following schools to which you are applying Georgetown University Law Center University of Pennsylvania School of Medicine c54 Student Spouse Motor Vehicle Price Enter the purchase price of the student s spouse s primary motor vehicle c57 Yale Alumni New Haven County Scholarship Did you graduate from a New Haven County Connecticut high school 1 Yes 2 No For consideration of eligibility for Yale Alumni New Haven County Scholarship at Yale University c58 Yale Alumni Montclair County Scholarship Did you graduate from a Montclair County New Jersey High School 1 Yes 2No For consideration of eligibility for Yale Alumni Montclair County Scholarship at Yale University c60 Driver s License Number Enter the student s driver s license number c61a Personal Reference 1 Name Enter the name of a person who will always know your address other than immediate family students or professors c61b
86. ZZ VEST Cast MAR NO DEP 11000 1 Imm al Select ZZ TEST CASE MAR W DEP ieee i vnas alt sn ZZ TEST CASE UMM MO DEP 11100880 1 wm A gt J zz s EP 2 TEST Ca UMM we Hios i nas a PE Deactivate inticetors Group Set Ata Tange Delete zi Selection All Applicants Selected Cosre b Prist List Yr le Seb Ali Yeers Sisus Active nactive Acsabereticd Sart by Applicant Marma imate __ Figure 2 2a Other Important Functions Show All button will display all students in alphabetical order Group Set button allows you to change the set value of a specific data field for the entire group of currently displayed students Select button allows you to select certain categories of students that you have programmed or standard categories such as year in school Add button allows you the option to create a file for a student SSN button allows you to select a student by Social Security number Change button allows you to change the applicant s name and or Social Security number Indicators button will bring up a window so you can assign standard or custom fields to identify certain characteristics of an individual student Delete button allows you to permanently delete a student from your records Print List button gives you a printed list of students based on the student selection criteria you determine New in 2010 you can have the option to include or exclude the resubmitted applicants Mpya Saeeomee I pee See E
87. a Parents Living Abroad Are the student applicant s parents living abroa 1 Yes 2No If yes U S citizens and permanent residents with parents living abroad and having foreign earned income or assets should provide the details in the Special Circumstances section c235 Parents Other Real Estate year purchased Enter the year of purchase for any real estate other than your home that you own 236 Parents Other Real Estate purchase price Enter the year of purchase for any real estate other than your home that you own c237f Father s E mail Address Enter this parent s e mail address 237m Mother s E mail Address Enter this parent s e mail address c238 Parents Certification of Accuracy I we certify that all the information in this form is complete and accurate to the best of my our knowledge If asked by an official I we agree to give proof of the information provided in this form By selecting the answer Yes you are providing your certification of this statement 1 Yes 2 No 239 Source of Other Taxable Income If you have listed other taxable income in questions 5e or 5h please list here the source of that income c240 Source of Other Untaxed Income and Benefits If you have listed other untaxed income and benefits in questions 5g or 5h please list here the source of that income c241 Spouse a Part time College Student If your spouse or prospective spouse is in school part time during either the
88. a in Virginia Do you live in or are you from a rural area in the state of Virginia If yes please enter the name of the rural area in which you live CST001 LSAC Account Number Please enter your LSAC Account Number This is the number you receive from the Law School Admission Council and is the number you use in your LSAT registration The LSAC Account Number should begin with L and is followed by 8 numeric digits for example L12345678 CST002 Program of Study Select the program of study you are or will be enrolled in at Northwestern Law School A Law JD B Law JD MBA C Law Accelerated JD D Law JD PhD E Law JD LLM IHR F Law LLM G Law LLM Kellogg H Law Accelerated LLM I Law Full Time LLM Tax J Law Part Time LLM Tax K Law Two Year JD for International Attorneys CST003 Contribution from Income Enter the amount the parents will contribute from income to the student s lt Academic Year From gt lt Academic Year To gt educational expenses CST004 Contribution from Assets Enter the amount the parents will contribute from assets to the student s lt Academic Year From gt lt Academic Year To gt educational expenses CST005 Disability Chronic Illness Do you have a disability or are you chronically ill For consideration of eligibility for the Sanford Weiss Endowment Fund of Case Western Reserve University School of Medicine which awards need based
89. also specify data items to add to the paragraph Once you are finished with your additions click Done To change a paragraph select the paragraph you want to change from the list provided and then click Change Paragraph The Review Update Individual Paragraph screen will allow you to change the name text and data items to be included in a specific paragraph Simply click in the dialog box where you want to make a change and type in your changes When finished click Done To delete a paragraph select the paragraph you want to delete from the list provided on the Paragraph Specifications screen and click Delete Paragraph DCarrenty Selected Paragraph e trend Paropraph 1a Follow by COAWeed Waard Paragraph 1a Falow by COmMred wb ph Ib Palkre bry Funde 2 Missing Due Request hdt Mew Paragraph Change Paragraph Delete Parageaph Figure 3 15 Working with Letters To help you become more familiar with the options related to correspondence we recommend that you work through the next section which will show you how to revise one of the pre loaded letters available on the Counselor Once you are comfortable working with letters you can learn how to create your own letters in this section Creating Your Own Letters Revising an Existing Standard Letter Five letters are pre loaded into the Need Access Counselor 1 Welcome First Missing Document Letter 22 Followup Missing Doc
90. ame primarily from non U S sources 1 Yes 2 No NT J N ALL of the instructions in this section cover both the actual if available or estimated information for 2010 and the estimated information for 2011 Students spouses are to fill in both columns of data All dollar amounts in this section are to be entered in whole dollars only and are to cover the one year period listed at the top of cach column Don t leave any answers blank Ifthe answer for a question is zero enter the number 33 4a Source of U S Tax Figures For cach year enter the number from the following list corresponding to the source of the tax figure 1 Acompleted IRS Form MDA or 1040EZ 2 Acompleted IRS Form 1040 3 An estimated IRS Form 1040A or 1040EZ 4 Anestimated RS Form 1040 5 A tax retum will not be filed 6 A completed IRS Form HMONR Non Resident T An estimated IRS Form 1040NR Non Resident If the answer is 5 no entry should be made for the following items Number of Exemptions Adjusted Gross Income U S Income Tax Paid and Hemized Deductions 33 4b Number of Exemptions Enter the number of exemptions claimed on U S income tax form IRS Form 1040 line d or IRS Form 1040A line 6d or IRS Form 1040EZ if you checked yes on Form 1040EZ line 5 use the IMOEZ worksheet to determine the number of exemptions If you checked no enter 01 if you are single or 02 if you are marred 33 4c
91. amount in Column B plus amount calculated from column C Taxable Income A Tax on Column 1 B in Excess C Schedule for Individual filing as Head of Household Standard Deduction 8 400 0 11 950 0 00 10 0 of Taxable Income 11 951 45 550 1 195 00 15 0 of excess over 11 950 45 551 117 650 6 235 00 25 0 of excess over 45 550 117 651 190 550 24 260 00 28 0 of excess over 117 650 190 551 373 650 44 672 00 33 0 of excess over 190 550 373 651 or more 105 095 00 35 0 of excess over 373 650 Schedule for Individual filing as Single Standard Deduction 5 700 0 8 375 0 00 10 0 of Taxable Income 8 376 34 000 837 50 15 0 of excess over 8 375 34 001 82 400 4 681 25 25 0 of excess over 34 000 82 401 171 850 16 781 25 28 0 of excess over 82 400 171 851 373 650 41 827 25 33 0 of excess over 171 850 373 651 or more 108 421 25 35 0 of excess over 373 650 Schedule for Married Couple filing Joint Return Standard Deduction 11 400 0 16 750 0 00 10 0 of Taxable Income 16 751 68 000 1 675 00 15 0 of excess over 16 750 68 001 137 300 9 362 50 25 0 of excess over 68 000 137 301 209 250 26 687 50 28 0 of excess over 137 300 209 251 373 650 46 833 50 33 0 of excess over 209 250 373 651 or more 101 085 50 35 0 of excess over 373 650
92. anges made to student and parent data This screen displays the initial original answers the revised answer the user s initials and the date and time the change was completed Override Budget Assignment This option is available if you need to override the entire original budget type assigned to a student When you click on the item you will see a list of budget selection groups Exit Applicant Data Screens If you wish to exit and return to the main Need Access Counselor screen click Exit Section Loading New Applicants To import new applicant records into the Need Access Counselor from the Need Access Processing Center click on the third option under the MAIN MENU Load New Applicants The menu shown in Figure 2 9 appears Figure 2 9 Load New Applicants To download applicant data go to the Access Group Web site at httos www accessgroup org AppSecure School LoginMainMenu login aspx Log in by providing your username and password Select Student Application Data from the options listed Click on the Need Access Connect Now button to display the Need Access School Download page Once you have successfully downloaded and saved your student data files from the Internet open your 2011 2012 Need Access Counselor software Select Load New Applicants from the MAIN MENU and then select Load New Applicants from Internet At this point you will select the nacstu new file you have just d
93. applicant records e Review student records e Package students funds e Send correspondence e Print reports e Import Export data When you click on MAIN MENU the following pull down menu appears see Figure 2 1 giving you access to the available options Each of these functions is described in this section of the User Manual Figure 2 1 Review Update Applicant Data By selecting the first menu option Review Update Applicant Data a screen appears listing all of the applicants in your data file in alphabetical order See Figure 2 2 This screen allows you to select an individual applicant whose information has been downloaded into the Need Access Counselor To select an individual record double click on the applicant s name Once you have selected an applicant the name appears in the upper right corner of the screen under the Currently Selected Applicant dialog box Figure 2 2 Note Social Security Numbers and all applicant data used in this manual are fictitious If the applicant s name is not visible on the screen there are several ways to access it 1 Use the scroll bar 2 Click on the appropriate letter corresponding with the individual s last name 3 Type in part or all of the name in the Type Last Name to Select dialog box or 4 Click on SSN and type in the SSN in the dialog box to access the student s name Other Important Functions Clicking eith
94. ata and federal calculation rules The fourth column labeled Student EST Fed 11 12 shows the results of the student s need analysis using the 2011 2012 academic year income and federal calculation rules The fifth column labeled Student Access 11 12 shows the results of the student s need analysis using 2011 2012 academic year data and Need Access calculation rules which include some elements not in the federal rules such as Medical Dental Expense and Home Equity and may also reflect calculation options you have entered The information that initially appears is the applicant s Need Analysis Report By clicking on the Go To Screen Next Screen and Prior Screen buttons you can view all of the pages of this report The Go To Screen button gives you a list of the pages in this section and offers a quick way to access a screen To select a different applicant click Select Applicant in the upper left 4 Mert emens Enamat ICRC HEI CER Select O Bbw Heed i o asep sA Mopasests Gois hee Py mian Spee aniou ante Seto oeie TN fectegeg Stee sero Seam Sete Rap Bete Bete Dniersererty Special Heat Po a S S Sonar e nannaa aia Eaa Weed Access Counseie teed Anaiycis Rapert Page at O8 20118 Asplicns 22 TEST CASE MAR WO DEP SSH 1111 00 0903 Acest 9601010008 te Dat anti e e Paronig are Studeni mem wwe m Est fea s Est Fod Est Fed sacoss 2008 2 9 1011 19111 Analysis Type NEODLARN REG
95. ate of its home value may be realistic The federal multipliers for both housing and commercial property are provided in the Need Analysis Table 10 on page 42 of this manual The Access Methodology normally includes 100 of the student s home equity in the asset calculations The user can choose to exclude a percentage of this equity for all students These exclusion percentages are specified by selecting Tables Rules then selecting Calculation Options and clicking Next Page to get to the second page of options At the bottom of this second page Calculation Option 8 will appear If the user enters a value in either entry then that percentage of the home equity will be excluded from the asset calculations during the Access Methodology Calculation Comparison of the FM and Need Access Analysis Formulas for Students Need Analysis Type FM Access Auto Zero Yes No Simple Yes No Regular Yes Yes Income Base Year Yes No Projected Year No Yes Reduced for Federal Income Exclusion Yes Yes Allowances U S Taxes Yes Yes State amp Other Taxes Yes Yes FICA Yes Yes Medical Dental No Yes Tuition Paid No Yes Employment Yes Yes Summer Expenses No Yes Income Protection Yes Yes Assets Cash Yes Yes Home Equity No Yes Other Real Estate Investments Yes Yes Retirement Accounts No Yes Business Yes Yes Farm Equity family resides on farm No Yes 31 5 Individual Retirement and Keogh Accounts The Need Access analysis include
96. ate value less debt zero if negative Investments value less debt zero if negative Total 18 Adjusted Business Farm Net Worth Business value less debt zero if negative Farm value less debt zero if negative Note exclude farm equity if family lives on farm exclude business equity if small family owned business Total Use Business Farm equity in Table 5 use computed value 19 Net Worth Sum of lines 15 through 18 20 Asset Protection Allowance Table 4 using age of older parent and parents marital status 21 Discretionary Net Worth Subtract Line 20 from Line 19 may be negative 22 Conversion Percentage 12 23 Income Supplement not applicable 24 Contribution from Assets Multiply line 21 and Line 22 zero if negative 25 Adjusted Available Income AAT Add Line 13 and Line 24 may be negative 26 Contribution from AAI Use Line 25 in Table 6 zero if negative Worksheet 1 2011 2012 Parent s Analysis Estimated FM Page 3 48 SSS e eeeee y Need Access Calculation Worksheets 27 9 Month Contribution for Student Divide Line 26 by number of parents family members in college If result is greater than 99 999 set it to 99 999 28 12 Month Contribution for Student Step 1 Use AAI from Line 25 Add IPA Adjustment 4 490 12 month Adjusted Available Income AAI Step 2 Us
97. ave been accepted by the student placed on hold by the school or are in disbursement While reviewing a student s data you can move directly to the Packaging screen by clicking on the Packaging button at the top of the screen Also you can update this list of student awards by clicking on the Special Functions button at the top of the screen then clicking on the Accept Change Applicant Award s button in the displayed dialog box This will open a screen listing the student s awarded funds on which you can add to or delete from the list record that awards were accepted or place the funds on hold Once a student s funds have been recorded as accepted they will be released for disbursement according to the disbursement schedule for each individual fund For more information on disbursing funds see Disburse Applicant Funds on page 12 Paragraphs You can set up letter templates for up to 250 letters for correspondence to students Letters are created by drafting individual paragraphs of text and then indicating the desired format or layout of the letter For each letter you can specify top spacing and margins paragraph text spacing between paragraphs and student data to be included After you have completed a letter you can designate which students should receive the letter and the data needed names address etc will be filled in when you print the letter Paragraphs Drafting the text of the letter one paragra
98. avings plans such as 401 k 403 b and 457 plans 26 Cash Savings Cheeking Projected Balance as of September 1 2011 Enter the best estimate of the amount of money that will be in the prospective spouse s cash savings and checking accounts as of September 2011 29 Special Circumstances Enter here any explanations of special circumstances that you believe may affect the financial aid decision for this applicant Page 6 of 6 Need Access Information Worksheets and Instructions 1a 1d th Ti City State Zip needaccess 2011 2012 Student Information Worksheet Student s General Information Name 1k Street 1m in Country Phone Number Tj Be sure to print the Student Information Worksheet Instructions that accompany this worksheet Social Security Number access group 9 This worksheet is for students who prefer to prepare their financial data on paper before entering the information in the Need Access Application at www needaccess org Do not send your worksheet to Access Group Date of Birth State of Legal Residence E mail Address Please insert the appropriate codes to answer the questions below These codes are in the Student Information Worksheet Instructions Will spouse be a student during the 2011 2012 academic year Will student and spouse maintain separate households in 2011 2012 Number of members in student
99. ber of people in the student s houschold who will be attending college graduate professional or other school beyond high school level between July 1 2011 and June 30 2012 Always include the student applicant Include the spouse and other household members only if they will be enrolled for at least 6 credit hours in at least one term Ifthe school uses clock hours include only students attending at least 12 clock hours per week Include only students who are working toward a degree or certification leading to a recognized education credential at a college that is eligible to participate in any of the federal student aid programs 2r Release of financial data to parents If your parents discuss the financial ald application with the school s financtal aid officer do you authorize the officer to disclose your information to your parents 1 Yes 2 No Page of 6 76 Need Access Information Worksheets and Instructions 2t Received need based aid in 20107 Did you receive aid during 2010 from any of the following programs 1 Yes 2 No Supplemental Security Income Program SSI Food Stamp Program Free or Reduced Price Schoo Lunch Program Temporary Assistance for Needy Families TANF Special Supplemental Nutrition Program for Women Infams and Children WIC Job situations You have lost your job You have been laid off from your job You are receiving unemployment benefits due to being kaid off or losing you
100. bt Enter the amount currently owed on the prospective spouse s other real estate 253 Prospective Spouse s Business Value If the prospective spouse owns a business enter the current value of the business Include the value of land buildings machinery inventories and equipment If the prospective spouse is not the sole owner enter only the prospective spouse s share of the business value c254 Prospective Spouse s Business Debt Enter the amount currently owed by the prospective spouse on the business Include only the present mortgage and related debts for which the business is being used as collateral If the prospective spouse is not the sole owner enter only the prospective spouse s share of the business debt c255 Prospective Spouse s Farm Value If the prospective spouse owns a farm enter the current value of the farm Include the value of land buildings machinery equipment livestock inventories etc Do not include the value of a home in this question If the prospective spouse is not the sole owner enter only the prospective spouse s share of the farm value c256 Prospective Spouse s Farm Debt Enter the amount currently owed on the farm Include only the present mortgage and related debts for which the farm is being used as collateral If the prospective spouse is not the sole owner enter only the prospective spouse s share of the farm debt c257 Prospective Spouse s Stocks Bonds Value Enter the current valu
101. c fund criteria The system maintains indicators of whether all documents required for packaging have been received and whether all documents required for disbursements have been received These indicators are located at the bottom left part of the Status Funds screen and are labeled Packaging Docs and Disbursement Docs One of the following messages will be indicated 1 None if no documents of the corresponding type are assigned 2 Waiting if documents have been assigned but not yet received 3 Received if all documents have been received The date the final required document was received will also appear Note To access the Status Funds screen go to MAIN MENU select menu option Review Update Applicant data Select the applicant and click on the Status Funds button from the button bar Effect of Document Status on Other Systems Document statuses are used by the system in several ways Standard Student Letters If any of a student s packaging documents have not been received the student will be sent follow up letters requesting the ones not yet received The list of documents received and documents not yet received can be included in the text of these letters See page 22 for Working with Letters Batch Packaging A student s funds will not be packaged until all documents required for packaging have been received Disbursements A student s funds will not be disbursed until all documents required
102. cademic year lt Academic Year From gt lt Academic Year To gt c190 Employer Reimbursement Untaxed Enter the total amount of non taxable reimbursement that you will receive from your current or prospective employer to apply toward educational expenses during the academic year lt Academic Year From gt lt Academic Year To gt c191 Employer Reimbursement Summer 2011 Enter the total amount of reimbursement that you will receive from your current or prospective employer to apply toward educational expenses during the time period listed c192 Employer Reimbursement Fall 2011 Enter the total amount of reimbursement that you will receive from your current or prospective employer to apply toward educational expenses during the time period listed 193 Employer Reimbursement Spring 2012 Enter the total amount of reimbursement that you will receive from your current or prospective employer to apply toward educational expenses during the time period listed c194 Employer Reimbursement Summer 2012 Enter the total amount of reimbursement that you will receive from your current or prospective employer to apply toward educational expenses during the time period listed c195 Part time L L M Taxation Enrollment lt Academic Year From gt f you are or will be a part time L L M in Taxation student at Northwestern University during the time period listed select the number of courses in whic
103. cation Information file filename nacstu new in this directory you will be told that a file of the same name already exists If you have already imported the data from the existing report to the Need Access Counselor choose Yes to replace the file If you have not yet imported that report you must choose No and change the name of the new file in the Save As dialog box List of Applicants Recently Sent to School This option allows you to download an up to date list of applicants whose files have recently been sent to your school or to select from previously downloaded lists that are archived by date You must first choose which year s lists you would like to download and then click on the Continue button at the bottom of the page Next select the list you wish to download These lists will be catalogued by the date and time the reports were generated Click on the list to be downloaded If you are using Netscape A dialog box will appear stating Unknown File Type Click on the Save File button If you are using Internet Explorer you may experience one of the following scenarios a The list will open in the browser In this case simply choose Print from the FILE menu and print as usual Skip the locate the directory and save steps explained below b A dialog box will appear stating File Download Select the Save this file to disk option Note If you have a
104. ce 22 Degree awarded 22k Institution 4 name 22m Dates of attendance 22n Degree awarded Student s Financial Aid History Grants Loans 23a b Undergraduate studies 23c d Previous Graduate Degree 23e f Current Graduate Degree 23p Is the student in default on any student loans Yes No 23q Explanation of default if any Spouse s Educational and Financial Aid History 24a Spouse s name 24c Spouse s age If Spouse will be enrolled at least half time in 2011 2012 24d What type of school Undergraduate Graduate professional 24e At what educational institution 24f State location of institution 24g Estimated tuition for 2011 2012 24h Spouse s year in school in 2011 2012 1 2 3 4 5 6 or 7 24i Applied for financial aid for 2011 2012 Yes No 24j Status of grants for 2011 2012 Granted Pending None 24k Amount of grants for 2011 2012 24m Status of loans for 2011 2012 Granted Pending None 24n Amount of loans for 2011 2012 240 Last degree awarded to spouse 24p Dates attended for last degree 24q Major field of spouse s last degree Page 5 of 6 86 Ee I Need Access Information Worksheets and Instructions Student s and Spouse s Other Resources 25a Student s and Spouse s oth
105. cess analysis for all students Schools do not need to complete the Registration process to request these changes A chart is provided on page 31 to illustrate a comparison of the FM and Need Access analysis for students These six differences in methodology are described below 1 Estimated Year Student Earnings The Need Access analysis uses estimated year income rather than base year income Estimated year income reflects 12 month award year income it combines income received by the student and spouse if married during the 3 month summer period preceding the school year with income received during the 9 month school year period The amount of estimated year income used in the Need Access analysis is based on the student s responses to questions 5a 5f in the student data section This change affects line 1 of the Need Analysis Report NAR screen If base year and estimated year income differ 30 by more than 1 000 this information is flagged for the financial aid administrator by message 5 on page 5 of the NAR The FM uses base year income in the analysis Base year income is the income received during the calendar year preceding the academic year for which financial aid is requested For the 2011 2012 academic year base year income equals the student s 2010 calendar year income While the base year income is more easily verified than estimate year income it may be a less reliable predictor of a student s income during the
106. chool of Management Applicant Are you applying to the UCLA Anderson School of Management If so please submit a copy of your 2010 U S or foreign income tax return to the UCLA Anderson Financial Aid Office If your tax return is for another country and is prepared in a language other than English the document must be translated into English and certified by a reputable agency OO EEE
107. clicking there and then click on the Add Item After or Add Item Before button You will then be presented with the Select Enter Item screen which will allow you to specify the type of data element to place in the spot you ve selected You may include multiple data items per detail line In addition 27 Importing Exporting Student Data The Need Access Counselor allows you to define File Layouts e g specifications for arranging file data for importing and exporting data to or from other computer systems File Layouts are created by selecting TABLES RULES from the Menu Bar and then selecting Import Export File Layouts from the menu that is displayed You can create up to 50 different File Layouts Recommendation We recommend that you review the complete HELP section on Importing Exporting Student Data for a comprehensive overview of these processes File Layouts allow you to include any data items in the Need Access Counselor applicant data file as well as to specify filler where necessary You can also specify constants to be placed in the file where the receiving system needs such items Also you can prepare Data Translations Tables to provide code conversions where the sending and receiving systems do not share the same coding conventions for a data item re Pie oyt Name ESS Peston Oem Type A Nameit Types Field Losgtr N Len bioak siog Canetent Valu A ianed Q Leh cares ne sign Osta Traszist
108. cs 8 Prosthodontics 9 Public Health Dentistry 10 Other c71 Primary Care Contract Five Years If funds were available for students who agree to practice in primary care would you be willing to sign a contract committing yourself to up to five years of service in a primary care field 1 Yes 2 No c77 Donor Acknowledgment Letter If you are furnished with the name and address of a donor who contributed a fund from which you receive an award do you agree to write a letter of acknowledgment to the donor to express your appreciation 1 Yes 2 No c78 Information Release Consideration Do you authorize the Financial Aid Office s at the school s to which you are applying for financial aid to disclose private information from your student records for the purpose of recommending you for consideration of scholarships and loans which require such pre award disclosure 1 Yes 2 No c79 Information Release Required Do you authorize the Financial Aid Office s at the school s to which you are applying for financial aid to disclose private information from your student records for the purpose of reporting you as recipient of scholarships and loans for those funds which require such reports 1 Yes 2 No c80 Information Release Courtesy Do you authorize the Financial Aid Office s at the school s to which you are applying for financial aid to disclose private information from your student records for the purpose of reporti
109. d 3 4f Student s earned income from work 3 4g Spouse s earned income from work 3 4h Interest income 3 4i Dividend income 3 4j Other taxable income Untaxed income and benefits 3 4k Earned income credit 3 4m Social Security benefits 3 4n AFDC TANF 3 40 Child support received 3 4p Other untaxed income benefits 3 4q Medical dental expenses 3 4r Elementary junior high high school tuition 3 4s Number of children s tuition paid for Income exclusions 3 4t Child support paid by you 3 4u Education credits received 3 4v Financial aid reported as income Student s and Spouse s Partial Year Income and Expense Figures Please complete the table by entering the amounts in whole dollars only 3 Month Summer 9 Month Academic Year 2011 2011 2012 5a b Student s income from work 5c d Spouse s income from work 5e f Other taxable income 5g h Untaxed income and benefits 5i j Child care expenses 5k Unusual expenses description 5m n Unusual expenses amounts 50 Current rent mortgage 5p Local taxes 2010 5q Summer expenses 2010 5r Summer expenses 2011 Page 2 of 6 83 Ee I Need Access Information Worksheets and Instructions Student s and Spouse s Household informat
110. d 23a b Undergraduate Financial Aid Emer the total amount of financial aid received by the applicant in the form of grants including scholarships prizes and fellowships any Federal Work Study amounts and loans during the applicant s undergraduate studies 230 d Previous Graduate Degree If you have previously engaged in graduate studies other than the program to which you are now applying for financial aid enter the total amount of financial aid received by the applicant in the form of grants including scholarships prizes and fellowships and any Federal Work Study amounts and loans during those previous graduate studies 23e f Graduate Financial Aid These questions apply only to the program for which the student is now applying for financial aid For each time period listed enter the amount of financial aid received by the student applicant in the form of grants including scholarships prizes and fellowships and any Federal Work Study amounts and loans 23p Student Default on Loans Is the student currently in default on any federal student loans 234 Explanation of Default Enter an explanation for being in default on the federal loan If the student applicant is married this section should be completed Otherwise it should be left blank 24a Spouse s Name Enter the name of the spouse lde Spouse s Age Enter the age of the spouse as of today Answer the following ifthe spouse will be enrolled
111. d Access Reports Clicking on the MAIN MENU option Print Need Access Reports opens the submenu shown in Figure 2 10 Click on the appropriate submenu option for the report you wish to generate as follows 1 Need Analysis Report provides the need analysis calculations 2 pages 2 Need Analysis Data provides the applicant data used in the need analysis calculations 2 pages 3 All Applicant data provides all data provided by the applicant 6 11 pages 4 Need Analysis Report and Data combines the above reports 1 and 2 5 Need Analysis Report all Data combines the above reports 1 and 3 6 Applicant Data Special provides a need analysis report displayed in a different format The report can be designed to suit your reporting needs Figure 2 10 Print Applicant Letters This function gives you the option to batch print student letters after you have created or updated them For more information see Working with Letters page 22 Package Applicant Funds This function gives you the option to batch package student awards It is operational only after you have posted your funds list written your packaging rules and specified your student selection criteria For more information see Setting Up and Packaging Student Funds on page 20 Print Fund Summary Reports This function gives you the option to batch print funds award reports by student and fund type Disburse Applicant Fund
112. ding the requirement for parental data e Some schools may decide not to require any or all of the data elements from parents Schools can also exclude the parent data requirement for students over a specific 34 age Both of these items must be requested on the Need Access Registration tosd Meare omp pei ia ar tb Cheney Figure 3 23 Standard Features of the Need Access Parents Analysis The regular analysis is used for both the parents FM and Need Access analyses so that income and asset information are fully considered The simplified need analysis and the Automatic Zero Expected Family Contribution EFC are not calculated since they do not apply to the parents of independent students The Need Access analysis is provided if parental data is required by the school and supplied by the applicant The Need Access parents analysis differs from the FM in several key areas These differences are highlighted in the table below and described in the following sections Comparison of the FM and Need Access Analysis Formulas for Parents Need FM Access Analysis Type Auto Zero No No Simple No No Regular Yes Yes Income Base Year Yes No Reduced for Federal Income Exclusion Yes Yes Allowances U S Taxes Yes Yes State amp Other Taxes Yes Yes FICA Yes Yes Medical Dental No Yes Tuition Paid No Yes Employment Yes Yes Income Protection Yes Yes Assets Cash Yes Yes Home Equity No Yes Other Real
113. e 12 month AAI from Step 1 in Table 6 Divide by number of parents family members in college To arrive at 12 month alternate contribution for student Step 3 12 month alternate contribution for student Subtract Line 27 Divide by 12 12 To get monthly incremental contribution Step 4 Monthly incremental contribution Multiply by 3 x 3 Add Line 27 12 month contribution for student If result is greater than 99 999 set it to 99 999 Worksheet 1 2011 2012 Parent s Analysis Estimated FM Page 4 49 a Need Access Calculation Worksheets Worksheet 2 2011 2012 Parents Analysis Need Access Methodology Line Item Regular Income 1 Adjusted Gross Income Taxable Income 2 Untaxed Income and Benefits 3 Total Income Line 1 Line 2 minus 2010 Income Exclusions Taxes 4 U S Income Tax 5 FICA Tax 6 State and Other Taxes Use line 3 for Income Level in Table 2 Allowances 7 Medical Dental Expenses 8 Elementary and Secondary School Tuition Paid 9 Employment Allowance 10 Summer Living Allowance 11 Income Protection Allowance Table 3 T 12 Total Allowances sum of lines 4 through 11 13 Available Discretionary Income Line 3 Line 12 may be negative 14 Contribution from Income Assets 15 Cash and Bank Accounts 16 Home Equity 17 Other Real Estate a
114. e Income If student and or spouse are tax filers 2010 Adjusted Gross Income or If student and or spouse are not tax filers 2010 Student s earned income and or 2010 Spouse s earned income Total 2 Untaxed Income amp Benefits 2010 Social Security 2010 AFDC 2010 Child support received 2010 Other untaxed income and benefits 2010 Earned Income Credit if parents are tax filers Total 3 Total Income Preliminary Total Income Line 1 Line 2 Subtract 2010 income exclusions child support living Allowance financial aid reported as income Total Income zero if negative 4 U S Income Tax If student and or spouse are tax filers 2010 U S Income Tax Paid Or If student and or spouse are not tax filers 0 5 FICA Tax If student s earned income is greater than 0 compute student s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If student s earned income is less than or equal to zero student s FICA is zero If spouse s earned income is greater than 0 compute spouse s FICA as 0765 x income up to 106 800 plus 0145 x income above 106 800 If spouse s earned income is less than or equal to zero spouse s FICA is zero Total Worksheet 4 2011 2012 Student s Analysis Estimated FM Independent with Dependents Page 1 61 SEE eeeeee Need Access
115. e Income Protection Allowance table includes separate tables for Students and Parents This allows the users to establish their own allowance tables which differ for students and for parents These new tables can be accessed by selecting Tables Rules then selecting one of the following from the popup menu that is presented Income Protection Allowance Students Income Protection Allowance Parents The user is then presented with the table used in the Access Methodology calculations These tables are initially pre populated with the same values as in the Federal Methodology The user can make changes to the table and click Done to save the changes or click Cancel to keep the table as it is In the Access Methodology calculation the value for Income Protection Allowance is taken from the Students table in the student calculation and from the Parents table in the parent calculation You also have the option to augment the Income Protection Allowance for selected applicants For parents this additional allowance can be entered on Parents Data screen p3 at the bottom right under the Add on heading During the Access Methodology calculation the Income and Asset Protection Allowances are calculated normally then any amount entered in these areas are added to the corresponding allowance Option 3 Institutional Assessment Option The FM provides an asset protections allowance for all parents Schools can choose to exclude the
116. e Qem Consteryetc Bapa Dita harya seranti Bitne oe i ts Dep Werme Siert E Sta App 2d Year ia GredPrel Scheel be Equatle Seoved yw Jr Ste Appi 24 Yea is CesdE rot Scheot Ws EquatTe Third yw Beled Ag plicert Add Line at End u Mren Ure Change Line Detete Line Figure 3 3 Figure 3 4 Editing Rules To update an existing rule select the rule to be updated by clicking on it To add a new line to the existing rule click on Insert Line The Action menu will appear Select your Action and the consequent Data Items required for that Action if any To change the requirements of a selected rule select the line to be changed by clicking on it Click on Change Line The details of the Rule will appear and you can use the drop down menus to adjust the rule details To delete an existing Rule Line select the line to be deleted by clicking on it and then click on Delete Line While adding or editing a rule click on Prior Line and Next Line to bring up the prior or next Rule Line Click on Done Editing Rule Lines when you have completed a rule and you want to start a new Rule Line Click on Cancel Rule Line Changes to erase your most recent rule or the Rule Line you have highlighted Click on Next Print Rules to review your Assignment Rules for this section Sample Rules The purpose of Applicant Selection Rules is to allow you to select applicants based upon your
117. e bottom left of the page Click Delete Item When prompted whether or not you want to delete the item click OK To preview or print a sample of the letter click on Print Sample To preview the letter click Preview To print the specifications of the letter all of the items you ve indicated in the box at the bottom left of the screen click on Print Specs Printing Standard Applicant Letters The system can automatically print the five standard pre loaded letters based upon the student s status To print the Welcome First Missing Document Letter select menu item Print Applicant Letters from the MAIN MENU then select Welcome Missing Doc see Figure 3 17 The system presents you with a screen allowing you to specify which students should be considered such as first year only and will then batch all students who meet these criteria A Welcome First Missing Document Letter will be printed for a student if the student s Packaging Document status is Waiting and a Welcome First Missing Document Letter has not yet been sent to that student To print the Follow up Missing Document Letter select menu item Print Applicant Letters from the MAIN MENU and then select Follow up Missing Doc The system presents you with a screen allowing you to specify which students should be considered such as first year only and will then batch all students who meet these criteria A Follow up Missing Document Letter will be printed f
118. e is a problem with the import file 29 Determining Contributions for Independent Students Federal Methodology and Need Access Student Analysis The Need Access analysis provides a comprehensive examination of the student s financial circumstances allowing the institution to make special adjustments that recognize these distinguishing characteristics The Need Access analysis is more sensitive than the Federal Methodology FM to unique student circumstances and is responsive to institutional policies regarding the awarding of the limited institutional funds available for graduate and professional students As an institutional methodology the Need Access analysis is not a separate and distinct methodology Rather it is an adjustment based on federal procedures that provides alternate calculations to the FM to facilitate the use of professional judgment when awarding institutional and private sources of financial aid Need Access also provides an alternative estimated FM analysis that uses estimated year income This analysis is a professional judgment FM that recognizes that estimated year income is often more representative of a student s income than base year income Standard Features of the Need Access Student Analysis It may be helpful to have the Need Access Counselor software open to review specific Need Analysis Reports NAR and student data screens Six changes to the FM are routinely implemented in the Need Ac
119. e of education loans owed by the spouse Su b Student Spouse s Credit Curd Enter the amount of credit card debt owed and debt to be repaid Sce d Auto Loan Enter the amount of auto loan debt owed and debt to be repaid 8e f Other Non education Enter the amount of nor education debt other than credit card and auto loan debt STUDENT S AND SPOUSE S HOUSEHOLD INFORMATION This section asks questions about members of the student s spause s household Information on the student applicant is listed first followed by up to cight household members cach in one of the columns provided two sections of four columns each A member of the student s spouse s household is a person that the student and spouse will support between July 1 2011 and June 30 2012 Children of student and spouse should be included only if they get more than half of their support from the student and spouse A spouse should be included Other people should be included only if they meet the following criteria They live with the student and spouse now AND They get more than half their support from the student and spouse AND e They will continue to get this support between 7 1 11 and 630 12 Support includes money gifis loans housing food clothes car medical and dental cure payment of college casts ete STUDENT APPLICANT INFORMATION 10h Preseat School College Educational Institution Enter the name of the educational i
120. e of the amount of money which will be in the student s and spouse s cash savings checking account and other investments as of September 1 lt Academic Year From gt Do not include financial aid funds which will be depleted by then c86 Employer Tuition Benefits Will you receive tuition support from parents or spouse s employer for the lt Academic Year To gt lt Academic Year From gt academic year 1 Yes 2 No 105 Need Access School Custom Questions c87 Use of Projected Income Do you allow the Financial Aid Office to use your projected summer and upcoming academic year income to determine your financial need 1 Yes 2No c90 Non Custodial Parent Support lt Prior Academic Year From gt If your natural parents are divorced or separated or were never married enter the amount of financial support the student expects to receive in lt Academic Year From gt lt Academic Year To gt from the parent who is not claiming the student on his her lt Prior Academic Year From gt tax returns c91 Non Custodial Parent Support 2010 2011 If your natural parents are divorced or separated or were never married enter the amount of financial support the student expects to receive in 2010 2011 from the parent who is not claiming the student on his her 2010 tax returns c93 Applicant s Age at Filing Deadline Enter your age as of March 1 lt Academic Year From gt c95 Financial Assistance from Parents En
121. e of the prospective spouse s investments such as certificates of deposit money market funds mutual funds stocks bonds other securities installment and land sale contracts including mortgages held commodities precious metals etc Do not include any amount of these investments held in retirement plans such as pension funds annuities IRAs Keogh accounts etc c258 Prospective Spouse s Stocks Bonds Debt Enter any amount owed by the prospective spouse on these investments Do not include any personal education consumer loans or any debts that are not related to the assets included here c259 Prospective Spouse s Contingent Trusts Enter the estimated value of any contingent currently inaccessible trust funds of which the prospective spouse is the beneficiary 260 Prospective Spouse s Vested Trusts Enter the current value of any vested accessible trust funds of which the prospective spouse is the beneficiary 261 Prospective Spouse s Description of Trusts If you have listed amounts in either the Contingent Trusts or Vested Trusts questions above please describe those assets here If you need more room please explain further in the Special Circumstances section 262 Prospective Spouse s Other Assets Description Enter a description of any other prospective spouse s assets not included above Do not include any investments held in retirement plans such as pension funds annuities IRAs Keogh accounts etc or pro
122. e practice area of Law Economics and Politics New York University School of Law awards Dean s Scholarships which are merit and or need based grants in amounts up to full tuition At this time you may also wish to identify this optional area specific scholarship program for which you want to be considered In this and the four related questions please respond with Yes to no more than three of the following practice areas Criminal Law Environmental and Land Use Law Housing and Urban Policy Law Intellectual Property Law Law Economics and Politics CST036 NYU Law School Area of Interest Please select an area of interest from the list presented here In addition to scholarship programs for which you may have applied at the time of application Root Public Interest AnBryce Bickel amp Brewer Furman Law Teaching Leadership in Law and Business International Law and Justice IILJ New York University School of Law awards Dean s Scholarships which are merit and or need based grants in amounts up to full tuition At this time you may also wish to identify an area in which you are most interested Please select from the list below We understand that many entering law students have not identified an area of interest If you wish to be considered for a general Dean s Scholarship only check Not sure of area of interest Selecting this option will not adversely affect your application for a scholarship CST037 UCLA Anderson S
123. e the student records you load into the Counselor will be updated with some of this information as the records are loaded into the Counselor Figure 1 1 1 Set Up Budget and List Rules You can set up basic budgets for students in your need analysis processing You may have various budgets based on year in school duration of school year enrollment status full time or part time or you may want to use one basic budget You can set up a budget to contain items such as tuition and fees books and living expenses Once you have established your budget s you can set up rules to designate which budget will be assigned to selected students on the budget list You can also assign a summer living allowance Income Protection Allowance IPA and minimum student contributions See page 18 for more information 2 Set Up Tracking Documents and Rules There are certain documents that your office will require from students for packaging and or disbursement Once you have established your list of required documents you can set up rules to designate which documents will be required of all students as well as which documents will be required of only selected students See page 14 for more information 3 Adjust Calculation Options The Need Access calculations can be automatically changed for both parents and students These calculation options are provided to give you flexibility in how you determine financial need To review the op
124. e up to 106 800 plus 0145 x income above 106 800 If spouse s earned income is less than or equal to zero spouse s FICA is zero Total Worksheet 3 2011 2012 Student s Analysis Estimated FM Independent without Dependents Page 1 56 SEE eeeeee Need Access Calculation Worksheets 6 State amp Other Taxes Table 2 using Line 3 and student s state of legal residence 7 Medical amp Dental not applicable 8 Tuition Paid not applicable 9 Employment Allowance If student is married and both have an earned income greater than zero 35 x multiply the lower income by 35 maximum of 3 500 or If student is married and only one has an earned income greater than zero 0 or If student is unmarried 0 10 Summer Living Allowance not applicable 11 Income Protection Allowance IPA From Table 3 using number of family members in student s household and Number of student s family members in college 12 Total Allowances Add lines 4 through 11 13 Available Discretionary Income Subtract Line 12 from Line 3 may be negative 14 Contribution from Income 50 of line 13 may be negative If using simplified formula skip to Line 26 15 Cash amp Bank Accounts Cash savings and checking account value 16 Home Equity not applicable Worksheet 3 2011 2012 Student s Analysis
125. e used for awarding these funds While the Need Access program collects data similar to the data collected on the FAFSA and performs some calculations that duplicate those performed in the federal system it is solely for reference and comparison purposes This manual is designed to provide you with an overview of the many features of this software As you work with the software use this manual and the software s HELP menu as guidelines You will learn how to use the software most efficiently by reading through the manual as you perform the various functions of the Counselor Overview of the Need Access Program e Online Registration e Student Web Application e Need Access School Counselor Software The Need Access Online Registration service is used by schools to indicate the data requirements they request of their students Information from the online registration form is used to program each school s specifications into the Need Access Application The Need Access Student Web Application is available on NeedAccess Org Applicants complete the application and are prompted to provide only the data that their school s requires The data is made available to the school s selected by the applicant within 24 business hours Schools download and import the data into the Need Access Counselor Software Financial aid administrators at each school use the Counselor software to assess the information and decide how to appropriately allocate their instituti
126. ead Scholarship at Duke University School of Medicine c136 Divorced Separated Parent Support If your parents are divorced separated is your custodial parent i e the parent who last claimed you for tax purposes the same parent who last provided financial support 1 Yes 2No c137 Resident of Certain CA Counties Are you a resident or graduate of a Del Norte Humbolt Lassen Modoc Placer Shasta Siskiyou or Trinity county California high school 1 Yes 2 No c138 Permanent Partner Financial Data Do you reside with someone who is not your spouse who you consider to be your permanent partner 1 Yes 2 No If you answer yes please enter this partner s financial information in the areas designated for spouse s data in this application c139 American Hellenic Ancestry Are you of American Hellenic Ancestry 1 Yes 2No Students of American Hellenic ancestry may be considered for the Lagakos Scholarship at University of Pennsylvania School of Law c140 Member of Jewish Religion Are you a member of the Jewish Religion 1 Yes 2No Students of Jewish faith may be considered for certain scholarships at the following schools University of Pennsylvania School of Law University of Pennsylvania School of Medicine University of Pittsburgh School of Medicine Wake Forest University School of Medicine e141 Studied Communications as Undergrad Did you major or minor in communications as an undergraduate 1 Yes 2 N
127. eaning list will display from smaller to larger numbers or alpha order so select Decreasing if you wish the report to display that way 10 Click OK 11 The applicant list will sort in the order you requested and the field is displayed in the right column called Data Item 12 To print this report click on Print List in the bottom right of the screen 13 To undo this sorted list click Select All in right column Note the bottom of the applicant list provides you the selection criteria of the list Creating Custom Reports The Need Access Counselor allows you to define custom reports by creating Report Specifications You can then have these reports prepared for selected groups of applicants Selecting TABLES RULES from the Menu Bar then selecting menu item Custom Report Specifications from the drop down menu will open the Review Update Report Specification List window This screen displays a list of reports you have created When you click on one of these reports the report name appears in the box at the top of the screen To change a report you have previously entered click on the report name in the list to select it and then click Change Report This will open the Review Update Individual Report Specification screen and allow you to make changes to the report see Figure 3 20 When you have finished changing the report you will be returned to the Report Specification List screen To delete a report you have previously en
128. ebec 3 2 2 FC Foreign Country 3 2 2 PR Puerto Rico 3 2 2 FL Florida 4 3 1 PW Palau 3 2 2 FM Federated Micronesia 3 2 2 QC Quebec 3 2 2 GA Georgia 6 5 4 RI Rhode Island 7 6 4 GU Guam 3 2 2 SC South Carolina 5 4 3 HI Hawaii 4 3 4 SD South Dakota 2 1 1 IA lowa 5 4 3 SK Saskatchewan 3 2 2 ID Idaho 5 4 4 TN Tennessee 2 1 1 IL Illinois 6 5 2 TX Texas 3 2 1 IN Indiana 4 3 3 UT Utah 5 4 4 KS Kansas 5 4 3 VA Virginia 6 5 4 KY Kentucky 5 4 4 VI Virgin Islands 3 2 2 LA Louisiana 3 2 2 VT Vermont 6 5 3 MA Massachusetts 6 5 4 WA Washington 4 3 1 MB Manitoba 3 2 2 WI Wisconsin 7 6 4 MD Maryland 8 7 6 WV West Virginia 3 2 2 ME Maine 6 5 4 WY Wyoming 2 1 1 MH Marshall Islands 3 2 2 YT Yukon Territories 3 2 2 MI Michigan 5 4 3 Blank 3 2 2 MN Minnesota 6 5 4 MO Missouri 5 4 3 MP North Mariana Islands 3 2 2 MS Mississippi 3 2 2 MT Montana 5 4 3 MX Mexico 3 2 2 NB New Brunswick 3 2 2 NC North Carolina 6 5 4 ND North Dakota 3 2 1 NE Nebraska 5 4 3 NF Newfoundland 3 2 2 GAPSFAS materials used by permission of Educational Testing Service 40 Need Access Federal Methodology and Need Analysis Tables Table 3 2011 2012 Estimated FM Income Protection Allowance IPA Parents Family Number in College Size 1 2 3 4 5 2 16 230 13 450 3 20 210 17 450 14 670 4 24 970 22 190 19 430 16 650 5 29 460 26 680 23 920 21 140 18 380 6 34 460 31 680
129. ecial fuels from RS form 4136 Housing food and other living allowances excluding rent subsidies for low income housing paid to members of the military clergy and others including cash payments and cash value of benefits Credits to tax deferred pension and savings plans paid directly or withheld from earnings Included untaxed portions of 401 k and 403 b Check your W 2 Veterans non educational benefits such as Death Pension Dependency amp Indemnity Compensation DIC ete Foreign income exclusion from IRS Form 2555 Tax exempt interest income from IRS Form 1040 line 8b or KOJOA line 8b Welfare benefits except AFDC ADC TANF Workers Compensation Cash support or other money paid on the student s behalf not reported elsewhere in this application Any other untaxed income and benefits such as Black Lung Benefits Refugee Assistance untaxed portions of Railroad Retirement Benefits or Job Training Partnership Act non cducational benefits Additional child tax credit from IRS Form 1040 line 68 or 1040A line 4l Do not include any of the following items Social Security Benefits Aid to Families with Dependent Children AFDC ADC TANF Child support received Any income reported elsewhere in this application Money from student financial aid Veterans educational benefits VA Vocational Rehabilitation Program VEAP benefits Dependent Educational Assistance Program Benefits G Bill ete
130. ed income greater than zero 0 or If parents are unmarried multiply father s or mother s earned income by 35 maximum of 3 500 35 x 10 Summer Living Allowance not applicable 11 Income Protection Allowance IPA From Table 3 using number of family members in parents household and Number of parents family members in college 12 Total Allowances Add lines 4 through 11 13 Available Discretionary Income Subtract Line 12 from Line 3 may be negative 14 Contribution from Income not applicable 15 Cash amp Bank Accounts Cash savings and checking account value 16 Home Equity Home value less debt zero if negative Worksheet 2 2011 2012 Parent s Analysis Need Access Page 2 EEE eeeeeee Need Access Calculation Worksheets 17 Other Real Estate and Investments Equity Other real estate value less debt zero if negative Investments value less debt zero if negative Total 18 Adjusted Business Farm Net Worth Business value less debt zero if negative Farm value less debt zero if negative Note exclude farm equity if family lives on farm exclude business equity if small family owned business Total Use Business Farm equity in Table 5 use computed value 19 Net Worth Sum of lines 15 through 18 20 Asset Protection Allowance Table 4 using age of older parent and parent
131. ederal requirement for adjustments to the FM resulting from the exercise of professional judgment The Need Access analysis is self documenting in that codes for some adjustments appear in the message section page 5 of the NAR In addition the Counselor software records electronic changes made to the students analysis These changes can be reviewed by clicking on MAIN MENU and selecting Review Update Applicant Data Select the desired student and click OK From the resulting screen click on Special Functions and then select Review Audit Trail It is recommended that schools provide additional notations and documentation regarding reasons why either of the two adjustment analyses was used for individual students e e Determining the 9 e e Parents Contribution Federal Methodology and the Need Access e Analysis While all graduate and professional students meet the federal definition of independence some schools consider parents resources in their institutional need analysis procedures This practice may help the financial aid administrator rank students when determining eligibility for limited need based institutional aid Health professions programs that award funds administered by the U S Department of Health and Human Services must consider parents resources Need Access provides several services to schools regarding the analysis of parents contributions for independent students e Expected parents cont
132. ee y Need Access Calculation Worksheets 24 Contribution from Assets Divide Line 23 by number of student s family members in college 25 Adjusted Available Income AAT not applicable 26 Contribution from AAI not applicable 27 9 Month Contribution for Student Add Line 14 and Line 24 If result is greater than 99 999 set it to 99 999 28 12 Month Contribution for Student same as 9 month contribution Worksheet 5 2011 2012 Student s Analysis Need Access Page 4 69 SSS e eeeee y Need Access Calculation Worksheets Worksheet 6 2011 2012 Student s Analysis Need Access Methodology Independent Students with Dependents Other than a Spouse Line Item Regular Income 1 Adjusted Gross Income Taxable Income 2 Untaxed Income and Benefits 3 Total Income Line 1 Line 2 minus 2011 Income Exclusions Taxes 4 U S Income Tax 5 FICA Tax 6 State and Other Taxes Use line 3 for Income Level in Table 2 Allowances 7 Medical Dental Expenses 8 Elementary and Secondary School Tuition Paid 9 Employment Allowance 10 Summer Living Allowance 11 Income Protection Allowance Table 3 12 Total Allowances sum of lines 4 through 11 13 Available Discretionary Income Line 3 Line 12 may be negative 14 Cont
133. eed Access School Custom Questions c157 Graduate of Certain PA High Schools If you are a graduate of one of the following high schools in Pennsylvania select the high school from the list here 1 Germantown Academy 2 Roman Catholic 3 Catholic High 4 Any Philadelphia Public High School 5 None of the above For consideration of eligibility for certain scholarships at the University of Pennsylvania School of Medicine c158 Coal Mining Town Are you or anyone in your immediate family from a coal mining town 1 Yes 2 No For consideration of eligibility for certain scholarships at the University of Pennsylvania School of Medicine c159 Your Residence during lt Academic Year From gt lt Academic Year To gt Where do you intend to reside during the lt Academic Year From gt lt Academic Year To gt academic year 1 With Parents or in a home owned by your parents 2 On Your Own You may be required to submit a copy of your lease agreement to the Office of Financial Aid c160 Parents Active Duty or Retired Military Are either of your parents active duty or retired military 1 Yes 2 No c161 Choice of Medical Field If you had to choose one branch of medicine from this list now which one would it be 1 Pediatrics 2 Surgery 3 Neurology 4 Radiology 5 Obstetrics Gynecology 6 Primary Care c162 Plan Medical Practice in Under Served Area Do you plan to practice medicine in a rural or urban under served a
134. eeeeeeeeeeseteeecteeeeeteees Student Packaging cecceceecesceeeseeeeeeeeeeeeeeeseeaeeeeaeeeeeteees Student Disbursement eceeeeeceeeeeeeeeeteeeceeteeeeeeeeeaeeeeaes Special Functions cccccecccsseseesssssessesseeseessecsessesseeerssneeets Send Applicant Letter ccsesesssessssessesssssssssersserssees Delete Applicant Letter ccscssssssssesseseseesseeseeseees 10 Update Tracking Documents sses 10 Change Packaging Status c cecsesesesesseeceseeeeeteeeeeteeaes 10 Packaging Repackaging Applicant Funds sessen 10 Accept Change Applicant Awards sssssssssssssssssrsrsrererseses 10 Review Audit Trail eeeeeesesseserersrrsrsrssrssrersrrrsnsrersrernnnns 10 Override Budget Assignment ssssssiserreiererrerreresnn 10 Exit Applicant Data Screens ccseseeeessessssessserseees 10 Loading New Applicants Load New Applicants ssesesssssssesessssssrsierrersernerersrsnsnns 10 Print List of Newly Loaded Applicants cc csesseeees 11 Print List of Recently Sent Applicants cc csessseeeees 11 Disclaimer for Federal Need ACCESS nsss 11 Batch Print Need Access Reports cscseeeeeeseereerecnees 11 Print Applicant Letters cscssscscsscsssessessessessereeees 11 Package Applicant Funds c ccccssecsseseeeeesereeeereeees 12 Print Fund Summary Reports cccssseeeeeeeeeeteeeeeeees 12 Disburse Applicant Funds ccescesseseseeeeeeesersereerecees
135. een and you can Tax Return enter the new Selection Rule When you have finished entering the rule you will be returned to the previous screen and the list will reflect the new Selection Rule you have created To change a Selection Rule you have previously entered click on the Selection Rule Name in the list to select it and then click the Change Rule button This brings up the Add Change The following sample Funds Packaging Rules first calculates an applicant s need based on the Access Need Analysis then awards funds in a specified sequence up to the amount of need Step Name Calc IM Need Selection Rule screen When you have finished changing the Begin With NA Stu Access Cost of Education rule click OK and you will be returned to the Review Update Subtract NA Stu Access EFC Applicant Selection Rule screen To delete a Selection Rule Subtract NA Par Access EFC you have previously entered click on the Selection Rule Name Save as Packaging Initial Need School in the list to select it and then click the Delete Rule button Step Name Standard Package You are presented with a message box asking you to confirm Begin With Packaging Initial Need School your delete request Save as Packaging Remaining Need Award Fund Federal Stafford Loan Subsidized BiaysseAlpdate App icant Salectian fete List Award Fund Federal Perkins Loan Meni mahal Award Fund University Grant SGEIRE Award Fund Federal Staffo
136. eir financial data on paper before entering the information in the Need Access Application at www needaccess org Do not send your worksheet to Access Group If parents are separated or divorced the main supporting parent and stepparent if applicable should complete the PARENT form The other parent and stepparent if applicable should complete the NON CUSTODIAL PARENT form Be sure to print the Parent Information Worksheet Instructions that accompany this worksheet Student Name Student SSN Parent s General Information 31 32 Father Mother a Parent in household Yes No Deceased Yes No b Relationship to student Father Mother Stepparent Guardian None Other Cc Name Date of birth d Street City State Zip h Country i Occupation j Job title k m Employer Years 32p Phone number 32pe Parent s e mail addess 32qp Name of parent who last claimed student as tax dependent 32qy Last year claimed 32r Release of financial data to student Yes No Parent s Household Information 32s Number of family members including student 32v Parent s current marital status Single Married Separated Divorced Widowed 32w Date of parent s divorce separation Month Year 32t Number in college 32u Parents in college 32wr Date of parent s remarriage Month Year 32x Parent s s
137. el in Table 2 Allowances 7 Medical Dental Expenses pes 8 Elementary and Secondary School Tuition Paid ase 9 Employment Allowance 10 Summer Living Allowance Ea 11 Income Protection Allowance Table 3 12 Total Allowances sum of lines 4 through 11 13 Available Discretionary Income Line 3 Line 12 may be negative 14 Contribution from Income Line 13 x 50 may be negative Assets 15 Cash and Bank Accounts 16 Home Equity ann 17 Other Real Estate and Investments Equity zero if negative 18 Adjusted Business Farm Net Worth Table 5 zero if negative 19 Net Worth sum of lines 15 through 18 20 Asset Protection Allowance Table 4 21 Discretionary Net Worth Line 19 Line 20 may be negative 22 Conversion Percentage 20 23 Income Supplement 24 Contribution from Assets Line 21 x Line 22 zero if negative Federal Contribution 25 Adjusted Available Income AAT ess a 26 Contribution from AAI 27 9 month Contribution to Student 28 12 month Contribution to Student Note Simplified Need Analysis applies if the student is eligible to file an IRS Form 1040A or 1040EZ or certifies that the student is not required to file an income tax return or the student has received need based aid in
138. ems to remember in understanding the logic in writing rules e A Set of Rules consists of one or more Rule Steps e A Rule Step has a Step Name and one or more Rule Lines e Every Rule Line has at least one Rule Element an Action e Depending on the Action a Rule Line may require other Rule Elements These other Rule elements are First Data Item Constant etc Condition and Second Data Item Constant etc Note Refer to the Data Dictionary for Rule Data Names and Code Names Review Sipdete Applicant Selectioe Bals Lint Selected Applicant Selection Rube Mame Sudam AG tren TORT w JUPI First Year efc lt 10000 Fist ye ecocpied ewerds Second and bird Yese Studente zess debt tAd Mew Rule Change Pte Delets Rute Figure 3 2 Depending on which type of rules are being prepared the Review Update Rules screen is accessed by clicking on TABLES RULES from the Menu Bar then selecting menu item Application Selection Rules Budget Assignment Rules Tracking Document Assignment Rules or Funds Packaging Rules from the menu that is displayed The purpose of Applicant Selection Rules Figure 3 2 is to allow you to select applicants based on your criteria and invoke certain functions for those applicants such as assigning a tracking document or budget to them or packaging funds for them Creating a New Rule To begin creating a new rule go to the Review Update Rules screen for one of the following funct
139. entories etc Do not include the value of the home in this question Give home value above Ifthe student and spouse is are not the sole owner s enter only the student s and spouse s share of the farm value 6k Farm Debt Enter the amount currently owed on the farm Include only the present mortgage and related debts for which the farm is being used as collateral If the student and spouse is are not the sole owner s enter only the student s and spouse s shared of the farm debt 6m Family Lives on Farm Emer the number corresponding to the answer to the question Is student s family living on the farm 1 Yes 2 No n Stocks Bonds Ete Value Enter the current value of investments such as certificates of deposit money market funds mutual funds stocks bonds other security installment and land sale contracts including mortgages held commodities precious metals ete Do not include any amount of these investments held in retirement plans such as pension funds annuities IRA s Keogh accounts ete 60 Stocks Bonds Etc Debt Enter any amount owed on these investments Do not include any personal or consumer loans or any debts that are not related to the assets included here Do not include any educational loans 6p Contingent Trust Funds Enter the current value of any contingent currently inaccessible trust funds of which the student andor spouse is the beneficiary 6q Vested Trust Funds Ent
140. er Activate or Deactivate allows you to distinguish between applicants currently being considered for financial aid and those who are not An A appears to the right of the record once the record has been activated Note When schools receive their student data all first year students will be designated as inactive and all returning students as active since many first year students are not necessarily admitted and cannot be actively considered for financial aid Resubmitted Applications Resubmitted applications can be recognized by the letter L or R in the rightmost position of each record Applicant records can be locked so when a resubmission is downloaded the record will display L and audit trail will include all changes made by the applicant If an R appears to the far right of the line for a student on the displayed list this indicates that the student data has been Resubmitted at some point and that changes to the data were made by the student Details of the changes made can be found in the audit trail which is available when viewing a student s data by clicking on the Special Functions button and then selecting Review Audit Trail Type Last Name ta Select Carresity Selected Applicant p 1 Jorm BARY TA Conoel a jel Bed Pa js z Help Applicart Mame odedium Yr A EP Custere saiiem test mane wooo 1 muzanipain Shew At RASPRERRY TEST Reet mea
141. er of the entry corresponding to the student s year in school during the period July 1 2011 to June 30 2012 1 First or Beginning Year 4 Fourth Year 2 Second Year 5 Fifth Year 3 Third Year 6 Sixth Year and Beyond 2f U S Citizenship Status Enter the number below corresponding to the student s citizenship status 1 U S Citizen or U S National 2 U S Permanent Resident or Eligible Non citizen 3 On Student or Exchange Visa 4 Other 2fa Alien Registration 4 Visa Status If you are a US permanent resident or other eligible non citizen enter your alien registration number here If you are on a student or exchange visa enter the visa classification here J1 J2 F1 F4 or G 2h Last Year Student Claimed by Parents Enter the year the student was claimed by parents as a U S income tax exemption Student Information Worksheet Instructions ee 2k Student s Marital Status Select the student s marital status Select Unmarried if the student is single and will not be married by June 1 2012 1 Currently married 2 Unmarried 3 Unmarried but will be married by 6 1 2012 4 Separated 5 Divorced widowed 2m Marriage Date Enter the date of the student s marriage or date student was separated divorced or widowed 2n Spouse in College or Graduate Professional School in 2011 2012 Enter the number corresponding to the answer to the following question Will the spouse be a student during t
142. er scholarships grants 25b Financial assistance from parents for 2010 2011 year 25bt Type of assistance Gift Loan 25c Financial assistance from parents for 2011 2012 year 25ct Type of assistance Gift Loan 25d Other financial assistance for 2010 2011 year 25dd Source of assistance 25dt Type of assistance Gift Loan 25e Other financial assistance for 2011 2012 year 25ed Source of assistance 25et Type of assistance Gift Loan Prospective Spouse s Financial information 26a Income from work Summer 2011 26b Income from work academic year 2011 2012 26c Home value 26d Home debt 26e If home is owned year purchased F O O Ff O F 26f Purchase price 26g Retirement account value 26j Cash savings and checking accounts projected balance as of September 1 2011 Student s Special Circumstances 29 Please describe your special circumstances below Page 6 of 6 87 SSS SSS eee Need Access Information Worksheets and Instructions needaccess Parent Information Worksheet Instructions Following are the instructions for completing the Parent Information Worksheet DEMOGRAPHIC AND HOUSEHOLD INFORMATION Sila Father in Household Enter the number corresponding to the answer of the following question Is there a father stepfather or male
143. er the current value of any vested accessible trust funds of which the student and or spouse is the beneficiary 6u Retirement Account Value Enter the estimated value of student s and spouse s traditional IRA Keogh and Roth account s Include employee based tax deferred pension and savings plans such as 401 k 403 b and 457 plans 6r t Other Assets Enter the value and debt of any other stadent spouse s assets not included above x Cash Savings Checking Projected Balance on 9 1 11 Enter the best estimate of the amount of money that will be in the student s and spouse s cash savings and checking accounts as of September 1 2011 wet DEBT Ta Student s Education Loans Federal Loans Include the total amounts for the following categories e Federal Perkins Loans formerly NDSL Federal Stafford Loans Federal Supplemental Loans SLS Graduate PLUS Loans HPSL or PCL Loans Health Professions Student Loans or Primary Care Loan HEAL Loans Health Education Assistance Loans Federal Consolidation Loans 7b Private Alternative Loans Enter the total principal amount of any private alternative loans borrowed to finance your education Te Other Education Loans Enter the total principal amount of any education loans borrowed from other sources such as loans from the school parents or relatives Tr s Spouse s Education Loans Enter the total amounts owed and to be repaid for all of the above typ
144. ersity of Pittsburgh School of Medicine Wake Forest University School of Medicine 108 Need Access School Custom Questions c203 College Varsity Sports Did you participate in a Varsity Sport at the college level 1 Yes 2No For consideration of eligibility for certain scholarships at Wake Forest University School of Medicine 204 Delta Nu Chapter of Sigma Chi Fraternity Are you a member of the Delta Nu Chapter of Sigma Chi Fraternity at Wake Forest University 1 Yes 2 No For consideration of eligibility for certain scholarships at Wake Forest University School of Medicine c205 Interested in Rural Primary Care Are you interested in practicing as a primary care practitioner in a rural area 1 Yes 2 No For consideration of eligibility for certain scholarships at Wake Forest University School of Medicine c206 Christian Interested in Medical Missions Are you a member of the Christian faith interested in medical missions 1 Yes 2 No Applicants of the Christian faith who are interested in medical missions may be considered for the Annie Cannon and or Abbate Medical Mission Scholarships at Wake Forest University School of Medicine 207 Lived or Worked in Hawaii Have you ever lived or worked in Hawaii 1 Yes 2No For consideration of eligibility for certain scholarships at Yale University Law School 208 Alumnus of Teach for America Are you an alumnus of the Teach for
145. es 2 No 274 Child and Elder Care Enter the amount that the student will pay for child or elder care during the lt Academic Year From gt lt Academic Year To gt academic year For any expenses reported itemize them and provide the name and address of the care provider in the Special Circumstances section c275 Unusual Expenses Amount Enter here the amount of these unusual expenses that will be incurred by the student and spouse during the lt Academic Year From gt lt Academic Year To gt academic year c276 Unusual Expenses Explanation Enter the nature of any unusual expenses the student and spouse will incur Include expenses such as alimony relocation expenses and legal fees If you need more room for your explanation use the Special Circumstances section c277 Disadvantaged Student Aid Do you wish to be considered for federal financial aid programs for disadvantaged students 1 Yes 2 No If you answer yes please explain in the Special Circumstances section 278 Program of Study at Columbia University School of the Arts Select the School of the Arts program to which you are applying A Film MFA B Film Studies MA C Theatre Acting MFA D Theatre Directing MFA E Theatre Dramaturgy MFA F Theatre Management Producing MFA G Theatre Playwriting MFA H Theatre Stage Management MFA I Writing Fiction MFA J Writing Non Fiction MFA K Writing Poetry MFA L Visual Arts MFA if you a
146. ese Packaging Disbursement Status Mood analysis initial Saee Federal Tol spent aun sete 27 508 37 cab 2 cao Skl Levieg taper 8 908 8 00 a eo Fusds Awarded Grant 0 Costiattendence 36 60 36 400 45 490 ton n Werk O Gant Stueent oo tt 15 rao Other o Parents z o 10 247 Teral o Div ep Par Hema te ing Need o Tetat 32 378 20r Other Aid Grants Sitaatron Status Date Lock Parents l Other j ped Access hale Received 91195110 est TEIRICAPSA Dat 2 aE Student Peucational Packaging Deea Waiting Indicators Debt Suweary Stedeet Pactegee sysseseeseeseeeienes mamanesdeettren Award Letter Year in Schoo Asard Accepted Ferotiment Status Prierice Disbursement Deck Waiting Academic Progress te fie o Fundet Dizdurso Gest i Ja iat ja Tetai isplay Document Tracking Screen Figure 2 5 Student Document Tracking When you re reviewing student data and you click on the Documents button a screen will open showing a list of documents required and received for an individual student see Figure 2 6 If you want to update documents on the list or their status you can click on Special Functions and select Update Tracking Document Here you can add or delete documents post receipt or waive a document When a document is first assigned to a student it is in a WAITING status A Pkg in the required column indicates the document is required for packaging Dsb indicates the
147. et details about that budget appear A sample 10 month budget for full time students is shown in Figure 3 6 Coverty Selected Padget 1E Mont Budget Poi Tine Deserts Dhori Mere DE Vert Fol Tetegtor thay Umate 10 71088 Cet ehGieke Tetien hereroer SRD Siriei WY Am Siler Lees Fer m 5 Tosite SD Mirimam Sior Costate Wih Depote Ms Yor Sererird 120 10O Merted spome rei owetod 1488 Pian Mared wrese pweSed 10 Math Daig Fel Tiree Sedov S7 wee badge 3 koeh Dodger Pdi Time Sitacewte Figure 3 6 By clicking on Add New Budget from the Review Update Budget List screen you access the Add Budget screen for inserting your specific budget details see Figure 3 7 On this screen you can enter specific dollar amounts for tuition books IPA summer living expenses and minimum student contributions Once you have entered all of your information click Done and you will see the budget added to the list at the bottom of the Review Update Budgets screen After you have established your budgets you must prepare Budget Assignment Rules for assigning the proper budget to each student You can set up Budget Assignment Rules by selecting TABLES RULES from the Menu bar and then select menu item Budget Assignment Rules from the pull down menu displayed This selection allows you to change and print your Budget Assignment Rules Figure 3 8 assigns seperate budgets to 1st year 2nd year and 3rd year and above
148. for disbursement have been received See the HELP menu Overview Disbursing Student Funds Documents Documents assigned to a student are listed on Document Tracking screens While reviewing a student s data on the Need Analysis Report screen you can jump directly to the tracking documents screen by clicking on the Documents button on the button bar Up to 38 documents can be assigned to a student While reviewing a student s data you can update this list by clicking on the Special Functions button on the button bar then click on the Update Tracking Document s button in the displayed dialog box This will bring up a screen listing the student s documents and allow you to add to or delete from the list and to record the date s documents were received or waived Setting Up and Packaging Student Funds Funds List The Need Access Counselor allows you to establish a list of funds that are available and Funds Packaging Rules to determine how these funds will be awarded to students packaged A list of such funds might include e Federal Stafford Loan Subsidized e Federal Stafford Loan Unsubsidized e Federal Perkins Loan e Private Loan e University Grant The number of funds you establish and the students to whom they are awarded is completely up to you The system allows for the creation of up to 500 funds You establish a list of funds by selecting TABLES RULES from the Menu bar and then select Funds Li
149. ged previously Rievtewilip date usc Packer og Ruslec ted Fy j Selected Fale Une Dose Cancel Heip Action Firot Dove ent enstanen Contifce Teoma Date Brat cocaine i Dirilis nary te eqn With tix fur Arcear Cust cd Education Soa bv net NA Ste Ace EFC Sabot NA Por Aces EF Save as Poia giy Heit aimee d Beal M6 Lins attr inseri Lane Change Line Step Mame Standard Palija et Beg Wake Peka Wiel Meet School Save os Poor Rem rong Meee Delete Line Fedors Saoed Lose an ale iced Federal Partise La Univcraity Geert Federal Saoed Loar Urata hizt Private Sug pone sal Loan PT Areni Ford Astari Fund Figure 3 14 21 Funds Awarded to Individual Students You can execute Funds Packaging for an individual student While reviewing a student s data you can request a Packaging Run for the student by clicking on the Special Functions button at the top of the screen then selecting Package Repackage Applicant Funds in the displayed dialog box When packaging occurs for a student an indicator located at the bottom left of the Status Funds screen labeled Student Packaged is set This indicator will show Done if awards have been made and No Award if no funds have been awarded These indicators trigger the sending of an award letter or no award letter Once funds have been awarded to a student the Need Access Counselor keeps track of whether they h
150. graphs sses 22 Working with Letters csssscssssssssessesssessesssssseessesneeseeessess 22 Need Access and Calculation Worksheets 44 Revising an Existing Standard Letter seese 22 Printing Standard Applicant Letters o 23 Need Access Information Worksheets Creating Your Own Letters ceecscesceeseteeteeeeeeeeeeeeeneeaes 23 and Instructions Adding Changing School Information Student Information Worksheet Instructions sse 76 and Signature Information ceceeeeeeseeeeteeeeeeeeeeteeeeees 24 Student Information Worksheet sssrinin 82 Replacing the Pre Loaded Letters cece 24 Parent Information Worksheet Instructions 88 Printing New Letters for a Group of Students 00 25 Parent Information Worksheet cccscsesseeseesssresreseecees 92 Correspondence Tracking eececeeeeseeeeteeeeeeeeeeeeeeeeeaes 25 Non Custodial Parent Information Printing Letters for an Individual Student ccsssseessee 25 Worksheet INStructiOns c csssesssescseseseecssesssessseeessseees 96 Non Custodial Parent Information Creating Reports and Exporting Data WOKS COU girsi areara EER 100 creating custom Renate AEEA EATE lattes 26 Need Access School Custom Questions iii Importing Exporting Student Data s s 27 Review Update File Layouts List cccscseeeeeceeereerees 28 Review Update Individual File Layouts cceeeeeeeeees 28 Data Translation Tables s s s 28 EXPONE ce au tnt n da
151. h you will be enrolled 0 Not Enrolled 1 One Course 2 Two Courses 3 Three Courses 4 Four Courses 5 Five Courses Contact the Northwestern Law School financial aid office immediately if your course load changes during any term c196 Part time L L M Taxation Enrollment lt Academic Year From gt If you are or will be a part time L L M in Taxation student at Northwestern University during the time period listed select the number of courses in which you will be enrolled 0 Not Enrolled 1 One Course 2 Two Courses 3 Three Courses 4 Four Courses 5 Five Courses Contact the Northwestern Law School financial aid office immediately if your course load changes during any term c197 Part time L L M Taxation Enrollment lt Academic Year To gt If you are or will be a part time L L M in Taxation Student at Northwestern University during the time period listed select the number of courses in which you will be enrolled 0 Not Enrolled 1 One Course 2 Two Courses 3 Three Courses 4 Four Courses 5 Five Courses Contact the Northwestern Law School financial aid office immediately if your course load changes during any term 202 Disadvantaged Underrepresented Students Do you wish to be considered for student aid resources for economically disadvantaged students and or populations underrepresented in medicine 1 Yes 2 No For consideration of eligibility for certain scholarships at Stanford School of Medicine Univ
152. h 11 13 Available Discretionary Income Subtract Line 12 from Line 3 may be negative 14 Contribution from Income If school did not elect to override contribution table with percentage in option 5 skip this line now as it will be determined in Line 26 below Otherwise multiply that percentage by Line 13 and use the larger of that figure and The minimum student contribution zero if negative Worksheet 6 2011 2012 Student s Analysis Need Access Page 2 72 SEE eeeeee Need Access Calculation Worksheets 15 Cash amp Bank Accounts Cash savings and checking account value 16 Home Equity Home value less debt zero if negative 17 Other Real Estate and Investments Equity Other real estate value less debt zero if negative Investments value less debt zero if negative Vested trust funds value Other assets value less debt zero if negative 75 x IRA value 75 x Keogh value 75 x Other retirement value Total 18 Adjusted Business Farm Net Worth Business value less debt zero if negative Farm value less debt zero if negative Note exclude farm equity if family lives on farm exclude business equity if small family owned business Total Use Business Farm equity in Table 5 use computed value 19 Net Worth Sum of lines 15 through 18 20 Asset Protection Allowance skip if school e
153. h payments from IRS Form 1040 total of lines 28 and 32 or LWO4DA line 17 Untaxed portions of pensions from IRS Form IMO lines 15a minus 15b and L a minus 16b or IRS Form NMDA lines 1 la minus I 1b and 12a minus 12b Credit for federal tax on special fuels from IRS form 4136 Housing food and other living allowances excluding rent subsidies for low income housing paid to members of the military clergy and others including cash payments and cash value of benefits e Credits to tax deferred pension and savings plans paid directly or withheld from eamings Included untaxed portions of 401 k and 403 b Check your W 2 e Veterans non educational benefits such as Death Pension Dependency amp Indemnity Compensation DIC ete Foreign income exclusion from IRS Form 2535 e Tax exempt interest income from IRS Form 1040 line 8b or KMDA line 8b Welfare benefits except AFDC ADC TANF Workers Compensation Cash support or other money paid on the student s behalf not reported elsewhere in this application Any other untaxed income and benefits such as Black Lung Benefits Refugee Assistance untaxed portions of Railroad Retirement Benefits or Job Training Partnership Act non cducational benefits Additional child tax credit from IRS From 1040 Line 68 or 1040A line 4 Do not include any of the following items Social Security Benefits Aid to Families with Dependent Children AFDC ADC TAN
154. h time period listed Include all wages salaries tips and bonuses Include any self employment or farm wages Enter the amount camed before any taxes are deducted Do not include any amount rom federal work study Se f Other Taxable Income Enter the total amount of other taxable income that the student and spouse expects to receive during cach time period listed Include interest and dividend income alimony received business and farm income capital gains pensions annuities rents unemployment compensation and social security Sg h Untaxed Income and Benefits Enter the total amount of untaxed income and benefits that the student and spouse expects to receive during each time period listed Refer to the instructions above in the annual section to determine the items to include and exclude from this category except INCLUDE here Untaxed social security benefits Aid to Families with Dependent Children AFDC or ADS e Child support received Si j Childcare Expenses Enter the amount the student will pay for childcare during cach time period listed temize expenses and provide the name and address of the care provider in the Special Circumstances section Question 29 Sk n Student s Spouse s Unusual Expenses Enter the nature and amounts of any unusual expenses the student and spouse will incur during the time periods listed Include expenses such as alimony relocation expenses and legal fees If you need more r
155. he data items are listed in the left columns of the Section 4 Data Dictionary and the corresponding code names are listed in the right columns About 550 of the most used data items have been given special status in the Counselor These are data items that you can use in creating and changing rules and applicant letters These are called Rule Data Names While you are creating reviewing and updating your rules letters reports and file layouts you can refer to the Data Dictionary by clicking on the DICTIONARY button For more information on the Data Dictionary go to the HELP menu First Things First To utilize the many functions of the Need Access Counselor most effectively it is useful to have an understanding of two basic concepts setting up rules and selecting student criteria For more detailed information see Section 2 of this manual or go to the HELP menu of the Need Access Counselor software Understanding Rules Before you begin loading student applicant data you need to establish rules by which you will process this data The Need Access Counselor is designed so that you can set up the basic rules you will use in performing need analysis for the majority of your students up front Rules establish the criteria guidelines or practices your school will use For example you can set up rules for documents that will be required of all or of certain batches of students and then you can track the receipt of those documents Yo
156. he lt Prior Academic Year from gt year 1 Yes 2 No The following instruction applies to applicants to the University of New Mexico School of Law Applicants who were claimed by a parent or guardian must complete the parental information section Applicants who were not claimed must also complete the parental information section unless they sign a waiver certifying that they will not be receiving financial support from their parents or guardians See the University of New Mexico School of Law financial aid web page for the waiver form C155a Claimed by Parent or Guardian Were you or will you be claimed as a dependent by a Parent or Guardian for tax purposes for the lt Prior Academic Year from gt year 1 Yes 2 No The following instruction applies to applicants to the Yale University School of Drama Applicants who were claimed by a parent or guardian must complete the parental information section Applicants who were not claimed must also complete the parental information section unless they sign a waiver certifying that they will not be receiving financial support from their parents or guardians c156 Born in Certain PA Counties If you were born in one of the following counties in Pennsylvania select the county from the list here 1 Butler 2 Clarion 3 Venango 4 Blair 5 None of the above For consideration of eligibility for certain scholarships at the University of Pennsylvania School of Medicine 107 N
157. he 2011 2012 academic year 1 Yes Full time 2 Yes ut least halftime 3 No 20 Studeat Spouse in Separate Households in 2011 2012 Enter the number corresponding to the answer to the following questions Will the student and spouse maintain separate houscholds during the 2011 2012 academic year l Yes 2 No 2p Number of Members in Student Spouse Household Enter the total number of members in the student s spouse s household including the student and spouse For example Enter 1 for student no spouse or other household members Enter 2 for student and spouse no other members Enter 4 for student spouse and 2 children living at home A member of the student s spouse s household is a person that the student and or spouse will support between July 1 2011 and June 30 2012 The student and spouse if any should be included Children of student and or spouse should be included only if they get more than half of their support from the student and or spouse Support includes money gifts loans housing food clothes car medical and dental care payment of collage costs ete Other people should be included only if they meet the following criteria They live with the student and spouse now AND They get more than half their support from the student and spouse AND They will continue to get this support between 7 1 11 and 6 30 12 2q Number of Student Household Members in College in 2011 2012 Enter the num
158. he Budget List section in the Need Access Counselor NAC software A minimum student contribution expectation does not occur in the FM Selecting this option affects line 15 page 1 of the NAR The Income Contribution Table has been expanded to include separate columns for Students and Parents These new tables can be accessed by selecting Tables Rules then selecting one of the following from the popup menu that is presented Income Contribution Table Students Income Contribution Table Parents The user is then presented with the table used in the Access Methodology calculations These tables are initially pre populated with the same values as in the Federal Methodology The user can make changes to the table and click Done to save the changes or click Cancel to keep the table as it is In the Access Methodology calculation the 32 contribution rate applied to the Adjusted Available Income is taken from the Students table in the student calculation and from the Parents table in the parent calculation These next five calculation options can be updated in the Calculation Options section under the TABLES RULES menu of the Need Access Counselor Option 1 Employment Allowance The FM provides an allowance for employment related expenses for certain categories of students Many schools construct their budgets to offset employment related expenses or indirectly subsidize these expenses through school services If
159. he form of housing food utilities or other in kind support from parents spouse s parents other individuals including significant others partners relatives or friends c295 Housing Plans at UC Hastings Where do you plan to live during the lt Academic Year From gt lt Academic Year To gt enrollment period at UC Hastings College of the Law 1 On campus 2 Off campus 3 With parents relatives 296 Certification of Information To be considered for financial aid you must agree with this statement and type your name as response I your name certify under penalty of perjury that the information on this financial questionnaire is true and complete to the best of my knowledge Additionally I agree to notify the UC Hastings Office of Financial Aid promptly if substantive changes occur 297 Eagle Scout Are you an Eagle Scout 1 Yes 2 No 298 Active Member of Local Church with World Service Activities Have you ever been an active member of a local church and involved in their world service activities 1 Yes 2 No If you answer yes please explain in the Special Circumstances section For consideration of eligibility for certain scholarships at Vanderbilt University School of Medicine c299 Interested in public health Are you interested in public health 1 Yes 2 No c300 HPSP Scholarship Are you applying to a branch of the military to finance your medical school attendance 1 Yes 2 No c301 Rural Are
160. he second page of options At the bottom of this second page Calculation Option 8 will appear If the user enters a value in either entry then that percentage of home equity will be excluded from the asset calculations during the Access Methodology calculation 4 Farm Equity If the parents own a farm the Need Access parents analysis includes the farm as an asset when measuring financial strength even if the family resides on the farm Thus the analysis differs from the FM which excludes a farm on which the family resides when determining net worth This asset affects line 2 page 2 of the NAR 5 Contribution Rate Schedules The Need Access parents analysis calculated the contribution from Adjusted Available Income AAI using both the FM contribution rate schedule and the lower Need Access contribution rate schedule The Need Access rate schedule ranges from 10 to 47 of AAI as compared to the FM schedule of 22 to 47 The lower schedule recognizes that parents of graduate and professional students may not be expected to assume as great a burden as parents of undergraduate students The contribution amounts using the FM rate schedule are shown on lines 13 and 14 page 2 of the NAR The two last data fields in the Need Access parents analysis column line 15 and 16 display the nine month and twelve month parents contribution amounts using the lower Need Access contribution rate schedule see Table 7
161. he student and the student s other family members are taken into consideration in the need analysis formula through the income protection allowance IPA an adjustment that reduces family income The income protection allowance varies by family size and the number of family members enrolled in college Need Access will calculate the amount indicated by the school on the Need Access Counselor software If an IPA is not provided by the school the FM IPA will be used Selecting this option affects line 12 page 1 of the NAR The Income Protection Allowance table has been expanded to include separate tables for Students and Parents This allows the users to establish their own allowance tables which differ for students and for parents These new tables can be accessed by selecting Tables Rules then selecting one of the following from the popup menu that is presented Income Protection Allowance Students Income Protection Allowance Parents The user is then presented with the table used in the Access Methodology calculations These tables are initially pre populated with the same values as in the Federal Methodology The user can make changes to the table and click Done to save the changes or click Cancel to keep the table as it is In the Access Methodology calculation the value for Income Protection Allowance is taken from the Students table in the student calculation and from the Parents table in the parent calculation The
162. hecked yes on Form MM0EZ line 5 use the KMOEZ worksheet to determine the number of exemptions If you checked ne enter 01 if you are single or 02 if you are married 3 4e Adjusted Gross Income Enter the Adjusted Gross Income amount from IRS Form 1040 line 37 or IRS Form 1040A line 21 or IRS Form 1040EZ line 4 3 4d Itemized Deductions Enter the amount from Form 1040 Schedule A line 29 If deductions were not itemized or ifa Form LOVOA or 1040E2Z was filed enter 0 Business or farm owners should not use any amounts from Schedules C or F 3 de U S Income Tax Paid Enter the amount of U S income tax paid from e IRS Form 1040 line 55 or IRS Form 1040A line 33 or e IRS Form 104082 line 11 Do not include any FICA self employment or other taxes Do not copy the amount of federal income tax withheld from a W 2 form 3 4f Student s Earned Income from Work Enter the amount of income cared from work by the student Inchade wages salaries tips and bonuses Include any self employment or farm earnings Enter the amount camed before any taxes are deducted Do not include any amount from work study 3 4g Spouse s Earned Income from Work Enter the amount of income earned from work by the spouse Include wages salaries tips and bonuses Include any self employment or farm camings Enter the amount earned before any taxes are deducted Do not include any amount from wo
163. ia They live with the parents now AND They get more than half their support from the parents AND They will continue to get this support between 7 1 11 and 30 12 41 488 Name Enter the name of the parents houschold member 41 48b Age Enter the age of the parents household member as of today 41 48c Relationship From the table listed here enter the number of the entry which best describes the household member s relationship to the student 1 Student s parent stepparent 4 Student s son daughter 2 Student s brother sister 5 Student s grandparent 3 Student s spouse 6 Other 41 48d College Student in 2011 2012 Enter the number corresponding to the answer to following questions Will the household member by going to college at least halftime during the 201 l 2012 academic year Yes 2 No A yes response indicates that the member will be going to college graduate professional school or other school beyond the high school level between July 1 2011 and June 30 2012 and will be enrolled at least halftime at least one term A yes response also indicates that the member is working toward a degree or certificate leading to a recognized education credential at college that is eligible to participate in any of the federal student aid programs 41 480 Institution Name in 2011 2012 Enter the name of the educational institution the household member will attend in 2011 2012 Leave this i
164. ification list Then click Add Item Before 2 From the resulting Add Change Letter Specification Line pop up menu scroll down to Tuition Fees and click OK This allows you to customize the letter To replace an item click on the item from the list of letter specifications Then click Change Item on the right of the screen which opens the Add Change Letter Specifications Line screen Click on the new item you want to have included and click OK Lete Name Poverd Leter i Address Selecion Prtaetiy PEENE E O Pumasart Address gt Lefer Let Margin Cescet x Maxteem Leter Lise Length J5 pou Cherge Fort Seteeten fer Letter Fort Type Courter Typewtiter Pobi Normal Copy Leter Se wees Kermes ter Swies fisas Sei ani Ad Norn ase Adi bem Betere Change Ieva Dette tem Pirito Pin Sange Figure 3 16 For example if you wanted to include the Federal EFC for parents instead of School EFC parent you would 1 Click on School EFC parent from the letter specifications list Then click on Change Item 2 Scroll down the list and select Federal EFC parent Then click OK The Federal EFC parent will replace School EFC parent Note To change the actual text of a letter you need to change the text of a specific paragraph To find out how to change paragraph text see the previous page To delete an item click on the item from the letter specifications list at th
165. ing an IPA adjustment to AAI The adjustment recognizes that the student will be a part of the family s household for less time than standard The calculation takes several steps as shown in the following example for a 12 month contribution 1 Adjust available income AAI 37 044 Nine month FM contribution 11 566 2 IPA adjustment A constant based on the difference between the IPA for a family of 4 and a family of 5 with 1 in college 4 490 3 Alternative AAI 1 2 41 534 4 Total parents contribution Using FM Table 6 13 676 5 Difference between nine month and alternative contribution 13 676 11 566 2 110 6 Divided by twelve month incremental monthly contribution 176 7 Contribution for twelve months 176 X 3 11 566 12 094 If more than one family member is enrolled in college the AAI amounts must be divided appropriately Option to use Parents Projected Year Data for Selected Applicants The user may find that a given parents situation indicates that the projected year income data is more appropriate than the base year data The user may elect to use the projected year data by entering a 1 in the Use Projected Year Data entry on the parents second data screen The Access Methodology will then utilize the projected year income data for that parents calculation Non Custodial Parent Information Some schools require non custodial parent DSP information A non custodial section on
166. ing your User ID and password you will be taken to the eAccess Dashboad Scroll down to the Need Access section and click the Connect Now button You may be prompted to select the name of your school from the drop down list You will then see the Need Access School Download page where you will be provided with four download options 1 Student Application Data 2 List of Applicants Recently Sent to School 3 Need Access Counselor 2011 Forgotten your Password Please call your Access Group Account Executive at 800 227 2151 Student Application Data The Student Application Data option allows you to download up to date student application data or to select from previously downloaded files that are archived by the date last downloaded To download student application data files you must first choose which year s file you would like to download Next select the file you wish to download from the list provided These files will be listed by the date and time the reports were generated For instructions on how to import student application data into the Need Access Counselor software see Loading New Applicants on page 10 of this manual Next locate the directory that contains your other Need Access files from the Save As dialog box We recommend that you use the c NAC11 default directory to save all of your Need Access files Note If you have already saved a Need Access Student Appli
167. institution s being applied to for financial aid c8 Anticipated Medical Field Specialty Enter your intended field of medicine medical specialty c10 Elder Care Expenses Enter the amount the student will pay for elder care during the lt Academic Year From gt lt Academic Year To gt academic year Itemize expenses and provide the name and address of the care provider in the Special Circumstances section c11 Release Info to Scholarship Programs Is are the educational institution s to which you are applying for financial aid authorized to release the student s and spouse s financial and or academic information to outside agencies and scholarship donors 1 Yes 2No c14 Graduating Students If you plan to graduate from the graduate professional program this year will you register and attend Spring quarter lt Academic Year To gt 1 Yes 2No c16 Armed Forces Health Scholarship Have you applied for an Armed Forces Health Profession Scholarship 1 Yes 2No c17 National Health Service Scholarship Have you applied for a National Health Service Corps Scholarship 1 Yes 2No c18 Joint Dual Degree Program If you are planning to enroll in a joint or dual degree program please list both degree programs here c20 Parents Living Abroad Are the student applicant s parents living abroad 1 Yes 2No c25 Year Parents Last Provided Support Enter the last year in which your parents provided you with more than 5 000
168. ion 9c Student Spouse owns leases a vehicle own lease own lease none 9d f Year Make Model 9g i Year Make Model Student s and Spouse s Assets Please complete the table by entering the amounts in whole dollars only Value Debt 6a Cash savings and checking accounts today 6b c Home 6d If home is owned year purchased 6e Home purchase price 6f g Other real estate 6h i Business Gia Small family run business Yes No 6j k Farm 6m Family lives on farm Yes No 6n o Stocks bonds etc 6p Contingent trust funds 6q Vested trust funds 6u Retirement accounts 6x Cash savings and checking accounts projected balance as of September 1 2011 Student s and Spouse s Indebtedness Please complete the table by entering the amounts in whole dollars only Owed as of To be repaid in 6 1 2011 2011 2012 Student s Education Loans 7a Federal Loans 7b Private Alternative Loans 7c Other Education Loans 7r s Spouse s Education Loans Total all types Student Spouse s Non education Debt 8a b Credit card debt 8c d Auto loan debt 8e f Other non education debt Page 3 of 6 84 Ee I Need Access Information Worksheets and Instructions
169. ions Applicant Selection Budget Assignment Tracking Documents or Funds Packaging For the selected function all of the currently established rules are displayed in a box at the bottom of the Review Update Rules screen To add a new Rule Line to the end of the Rule List click on Add Line at End see Figure 3 3 An Action drop down menu appears in the Selected Rule Line box see Figure 3 4 From this menu choose the Action of your Rule Line such as Begin With If the Action you have chosen requires further data the First Data Item Constant etc menu will provide a list of data options from which you can choose For example if the Action you have selected is Assign Budget you will then need to select a budget to assign from the First Data Item Constant etc menu e g 12 month budget If the Action you have selected is Assign Doc you will then need to select a document to assign from the First Data ltem Constant etc menu If the Action you have chosen is Goto Step you must enter the Step Name in the First data Item Constant etc menu The Step Name you enter must be that of a Rule Step that appears later in your Rule List If the Action you have chosen is If the Rule Line will be a simple condition You must select a Data Item Name in the First Data Item Constant etc menu Then you must select a Condition from the list displayed in the Condition box The Condition you select determines the type of comparison that
170. ired Jyp Name of the Parent who Last Claimed Student as Tax Dependent Enter the name of the parent who most recently claimed the student applicant as a dependent for U S income tax purposes 32qy Last Year Claimed Enter the bast two digits of the year in which the student applicant was most recently claimed by a parent as a dependent for U S tax income purposes 32r Release Parent Financial Data for Discussion with Student Enter the number corresponding to the answer to the following questions If the student discusses the financial aid application with the school s financial aid officer do you authorize the officer to dischose your information to the student 1 Yes 2 No 32s Number of Family Members Emer the number of people that the parents will support between July 1 2011 and June 30 2012 Always include the student applicant Include at least the following 3 2 parents married Student Applicant 2 parent single divorced sep widowed Student App Include the parents other children if they receive more than half their support from the parents Include other people only if they now live with and receive more than half their support from the parems and will continue 10 receive this support between July 1 201 and June 30 2012 If the student is completing this section for the parents be sure not to include any dependents of the student This question ts for dependents of the parents only BERE
171. is the status of the spouse s financial aid in the form of loans for the 2011 2012 academic year 1 Granted 2 Pending J None 24n Amount of Loans for 2011 2012 If the spouse has loans pending or granted enter the amount of loans here 240 Last Degree Awarded to Spouse Enter the last degree beyond high school earned by the student s spouse 24p Dates Attended for Last Degree Enter the dates of attendance for the last degree earned by the student s spouse 24q Major Field of Spouse s Last Degree Enter the major field for the last degree earned by the student s spouse STUDENT S AND SPOUSE S OTHER FINANCIAL ASSISTANCE 25a Student s and Spouse s Other Scholarships G rants Enter the total amount of financial assistance expected from non federal scholarships fellowships and grants from organizations or sources other than those designated to receive this statement Do not include resources listed elsewhere on this form Do not include student loans 25b Financial Assistance from Parents for 2010 2011 Year Enter the amount of educational financial assistance received from the student s parents for the 2010 2011 academic year 25bt Type of Assistance from Parents for the 2010 2011 Year For the financial assistance listed in the previous questions is the assistance in the form of a Gift does no have to be repaid or Loan has to be repaid 1 lt Gilt 2 Loan 25c Financial Assistance from Parents for the
172. it to 99 999 Worksheet 4 2011 2012 Student s Analysis Estimated FM Independent with Dependents Page 4 64 SSS eee Need Access Calculation Worksheets Worksheet 5 2011 2012 Student s Analysis Need Access Methodology Independent Students without Dependents Other than a Spouse Line Item Regular Income 1 Adjusted Gross Income Taxable Income 2 Untaxed Income and Benefits 3 Total Income Line 1 Line 2 minus 2011 Income Exclusions Taxes 4 U S Income Tax 5 FICA Tax 6 State and Other Taxes Use line 3 for Income Level in Table 2 Allowances 7 Medical Dental Expenses 8 Elementary and Secondary School Tuition Paid 9 Employment Allowance T 10 Summer Living Allowance T 11 Income Protection Allowance Table 3 F 12 Total Allowances sum of lines 4 through 11 13 Available Discretionary Income Line 3 Line 12 may be negative 14 Contribution from Income zero if negative Assets 15 Cash and Bank Accounts 16 Home Equity 17 Other Real Estate and Investments Equity zero if negative 18 Adjusted Business Farm Net Worth Table 5 zero if negative 19 Net Worth sum of lines 15 through 18 20 Asset Protection Allowance Table 4 21 Discretionary Net Worth Line 19 Line 20 may be negative 22 Conversion Percentage 23
173. l residence CST010 Admitted to Law Schools Please identify the law schools to which you have been admitted that you are seriously considering at this time If you cannot fit your responses in the space provided list any additional schools in the Special Circumstances section at the end of this application CST011 Relationship to Other Family Members If you listed other family members in the student household with a relationship to the student of other please answer yes to this question and list the name and relationship of those household members to the student in the Special Circumstances section If the student does not have additional family members in their household disregard this question CST012 Housing Plans at Suffolk University Law School Where do you plan to live during the lt Academic Year From gt lt Academic Year To gt enrollment period at Suffolk University Law School CST013 UCLA Executive or Fully Employed MBA Program Class Please select your program EMBA or FEMBA and expected year of graduation in the UCLA Anderson School of Management Executive MBA EMBA or Fully Employed FEMBA program CST014 Veterans GI Benefits Will you be receiving Veterans GI Benefits during the lt Academic Year From gt lt Academic Year To gt academic year CST015 Active member of U S Military If you are currently an active member of the U S Military please select the branch of the Military in which you serve CS
174. lation Worksheets for Parents and Students 2011 2012 Worksheets based on 2010 tax year base year Worksheet 1 2011 2012 Parents Analysis Estimated Federal Methodology FM Worksheet 2 2011 2012 Parents Analysis Need Access Methodology Worksheet 3 2011 2012 Student s Analysis Estimated Federal Methodology FM Independent Students without Dependents Other than a Spouse Worksheet 4 2011 2012 Student s Analysis Estimated Federal Methodology FM Independent Students with Dependents Other than a Spouse Worksheets based on 2011 2012 Academic Year projected year Worksheet 5 2011 2012 Student s 9 Month Analysis Need Access Methodology Independent Students without Dependents Other than a Spouse Worksheet 6 2011 2012 Student s 9 Month Analysis Need Access Methodology Independent Students with Dependents Other than a Spouse 2011 2012 Student s Analysis Estimated Federal Methodology FM Independent Students without Dependents Other than a Spouse Lines 1 4 Worksheet 5 and Lines 5 28 Worksheet 3 2011 2012 Student s Analysis Estimated Federal Methodology FM Independent Students with Dependents Other than a Spouse Lines 1 4 Worksheet 6 and Lines 5 28 Worksheet 4 Incremental Monthly Contribution Calculations for Parents and Students 44 a Need Access Calculation Worksheets Worksheet 1 2011 2012 Parents Analysis Estimated
175. le reviewing a student s data you can jump directly to this screen by clicking Correspondence on the button bar Go to the TABLES RULES menu and select Standard Letter Specifications In the dialog boxes under the heading Followup Missing Documents Letter you can specify the number of days between follow up letters and the maximum number of letters to be sent See Figure 3 19 Printing Letters for an Individual Student While reviewing a student s data you can print a letter for the student by clicking on Special Functions and then click on the Send Applicant Letter button in the displayed dialog box The system will then present you with a screen allowing you to select which letter to send Note You can send a Standard Letter to an individual student in this fashion overriding the criteria listed above for printing standard letters for a group of students You may want to do this for example if an award letter was lost in the mail or if the award package has been changed since an award letter was sent 25 Creating Reports with the Need Access Counselor Creating an Excel Report Determining What Data to Use 1 Open the 2011 2012 Need Access Counselor Click Main Menu Click Review Update Applicant Data Select an applicant OF ON Find the question answer you need right click on that field A window will appear 6 Write down the DDN names this is the field name used in the report layouts 7 When
176. les The sample Tracking Document Assignment Rules below Figure 3 11 assigns the FAFSA the Institutional Aid Application and tax return if one was filed to all students The sample rules also assign transcripts from previously attended colleges to first year students Selected Fiske Lire Farsa Data HewyConctantior Secer Dome Pernis rayer 3 _ Add Line ot End ASSH ROE Free spctberten tor Federal Sea een Ad Fee Seater ed hasiga Dac trattet onai Fincectet Aid Application tiii r su ue Pa Year in Grapa St ko Equal T ancige Dec Financi Ad Tras eactigts hom previsesty stende caleges Change Line Sep Merc Sts Te a ma tga oe Semon of 2087 U5 Ts s Pyare to Equal Te saliad ng z Tax Fem Delete Line Siep Mam Aacige Dac Sade e ead OOS U S hoone Tax Flea Figure 3 11 Tracking Documents for Individual Students Once documents have been assigned to a student the Need Access Counselor helps keep track of whether when they were received Documents can be designated as required for packaging such as the FAFSA or required for disbursement such as the promissory notes The documents required for packaging are generally assigned via the Tracking Document Assignment Rules that are in effect at the time a student is loaded into the system Promissory notes are generally assigned during the Awards Packaging process based upon which funds are awarded You assign required promissory notes to the specifi
177. ll dollar amounts in this section are to be entered in whole dollars only and are to cover the one year period listed at the top of cach column Don t leave any answers blank Ifthe answer for a question is zero enter the number 9 63 da Source of U S Tax Figures For each yeur enter the number from the following list corresponding to the source of the tax figure 1 A completed IRS Form LO40A or 1040EZ 2 A completed IRS Form 1040 3 An estimated IRS Form 1040A or LO40EZ 4 Anestimated IRS Form 1040 5 A tax retum will not be filed 6 A completed IRS Form LO40NR Non Resident 7 An estimated IRS Form 1040NR Non Resident If the answer is 5 no entry should be made for the following items Number of Exemptions Adjusted Gross Income U S Income Tax Paid and Itemized Deductions 63 4b Number of Exemptions Enter the number of exemptions claimed on US income tax form IRS Form 1040 line 6d or IRS Form 1040A line 6d or e IRS Form 1040EZ if you checked yes on Form 1040EZ line 5 use the LMORZ worksheet to determine the number of exemptions If you checked no enter G1 if you are single or 02 if you are married 63 4c Adjusted Gross Income Enter the Adjusted Gross Income amount from IRS Form 1040 line 37 or IRS Form 1040A line 21 or IRS Form 1040E7Z line 4 Page of 4 ae Need Access Information Worksheets and Instructions 63
178. lready saved a List of Applicants Recently Sent to School filename report doc in this directory you will be told that a file of the same name already exists If you have already imported the data from the existing report to the Need Access Counselor choose Yes to replace the file If you have not yet imported that report you must choose No and change the name of the new file in the Save As dialog box Need Access Counselor 2011 This option allows you to download the latest version of the Need Access Counselor software Click on the nac1112 exe file to begin downloading the software If you are using Internet Explorer A dialog box will appear stating File Download Select the Save this file to disk option and click OK Locate the directory that contains your other Need Access files from the Save As dialog box Once you have chosen the directory click Save To Install the Need Access Counselor Software Using Windows Explorer or File Manager locate the nac1112 exe file that you downloaded This should be saved to your hard drive Double click on this file and follow the onscreen installation instructions An Overview of This Manual and the Need Access Counselor Pull Down Menus To perform the main functions of the Need Access Counselor you will use the three pull down menus the titles of which are located on the rule at the top of the screen MAIN MENU TABLES RUL
179. mployment Allowance note use zero if school selected calculation option 1 or student is unmarried If student is married and both have an earned income greater than zero 35 x multiply the lower income by 35 maximum of 3 500 or If student is married and only one has an earned income greater than zero 0 10 Summer Living Allowance note use zero if school does not make this allowance Step 1 Enter school amount based on family size marital status Step 2 Enter student s reported summer expenses for 2011 Step 3 Enter lower of the amounts in Step 1 and Step 2 11 Income Protection Allowance IPA If student is married and spouse is in college or student is unmarried 8 550 Or If student is married and spouse is not in college 13 710 or Enter amount from budget table based on family size marital status 12 Total Allowances Add lines 4 through 11 13 Available Discretionary Income Subtract Line 12 from Line 3 may be negative 14 Contribution from Income If school did not elect to override contribution table with percentage in option 5 Use 50 below otherwise use the school specified percentage below Multiply that percentage by Line 13 divide by student s number of family members In college and use the larger of that figure and the minimum student contribution zero if negative Worksheet 5 2011 2012 Student s Analysis Need Access Page 2 67 SEE eeeeee
180. n a specific budget to third year applicants For more information on using Applicant Selection Rules see page 17 Download and Installation To download and install the Need Access Counselor 1 Go to httos www accessgroup org AppSecure School LoginMainMenu login aspx and log in 2 Under Need Access section click Connect Now 3 Under Need Access Counselor 2011 click Download File 4 Select the file named naci112 exe to begin downloading 5 Locate the directory Desktop from the Save As dialog box 6 Locate the file nac1112 exe on your desktop and follow the onscreen instructions Assigning a Password When you open the Need Access Counselor by clicking on the icon you will be prompted to assign a password This feature ensures the confidentiality of students and parents data Once a password has been assigned it must always be provided to enter the Need Access Counselor in the future Below the password you are informed of when the last backup if any was performed for Student Data or Tables Rules You are strongly encouraged to perform a routine backup to protect against loss of your student and tables data When you begin the Need Access Counselor the screen in Figure 1 1 appears Getting Started Once you have installed the Need Access Counselor you should follow the subsequent sequence before loading any student data We strongly recommend that you follow these procedures sinc
181. n the home Do not include interest due on the mortgage Check with the mortgage company if unsure of the amount owed 36d Year Home Purchased If the parems own a home enter the original purchase price of the hame 36e Home Purchase Price If the parems own a home enter the original purchase price of the home 366 Other Real Estate Value Enter the current value of other real estate including rental property land second or summer homes ete 36g Other Real Estate Debt Enter the amount currently owed on other real estate 36h Investment Value Enter the current Value of parents investments including trust funds certificates of deposit money market funds mutual funds stocks bonds other securities installment and land sale contracts including mortgages held commodities precious metals cete Do not include any amount of these investments heki in retirement plans such as pension funds annuities IRA s Keogh accounts ete 36i Investment Debt Enter any amount owed on these investments Do not include any personal or consumer loans or any debts that are not related to the assets included here Do not include any educational loans 36j Business Value If you own a business enter the current value of the business Include the value of land buildings machinery inventory and equipment If you are not the sole owner enter only your share of the business value 36k Business Debt Enter the amount currentl
182. nal purchase price of the home 66f Other Real Estate Value Enter the current value of other real estate including rental property land second or summer homes etc 66g Other Real Estate Debt Enter the amount currently owed on other real estate 66h Investment Value Enter the current Value of parents investments including trust funds certificates of deposit moncy market funds mutual funds stocks bonds other securities installment and land sale contracts including mortgages held commodities precious metals ete Do not include any amount of these investments heki in retirement plans such as pension funds annuities IRAs Keogh accounts ete 66i Investment Debt Enter any amount owed on these investments Do not include any personal or consumer loans or any debts that are not related to the assets included here Do not include any educational loans 66j Business Value If you own a business enter the current value of the business Include the value of land buildings machinery inventory and equipment If you are nat the sole owner enter only your share of the business value 66k Business Debt Enter the amount currently owed on the business Include only the present mortgage and related debts for which the business is being used as collateral If you are not the sole owner enter only your share of the business debt 66ka Small family run business Js the business which is listed here operated by yo
183. nce Maximum of 3 500 FICA Calculation To calculate FICA tax multiply 7 65 of earned income up to 106 800 Any excess over 106 800 is multiplied by 1 45 GAPSFAS materials used by permission of Educational Testing Service 42 z n SSS M l l M G l MM ES Need Access Federal Methodology and Need Analysis Tables Table 10 2011 2012 Housing Index Multiplier Year of Valuation Housing Index Multiplier Year of Valuation Housing Index Multiplier 1930 to 1934 14 53 1985 1 50 1935 to 1939 18 17 1986 1 44 1940 to 1944 14 53 1987 1 38 1945 to 1949 9 86 1988 1 33 1950 to 1954 6 66 1989 1 28 1955 to 1957 5 85 1990 1 25 1958 5 71 1991 1 24 1959 5 71 1992 1 23 1960 5 67 1993 1 17 1961 5 67 1994 1 12 1962 5 64 1995 1 07 1963 5 69 1996 1 06 1964 5 65 1997 1 03 1965 5 46 1998 1 01 1966 5 24 1999 0 98 1967 5 05 2000 0 96 1968 4 79 2001 0 93 1969 4 51 2002 0 90 1970 4 40 2003 0 89 1971 4 15 2004 0 87 1972 3 87 2005 0 85 1973 3 54 2006 0 82 1974 3 22 2007 0 77 1975 2 94 2008 0 91 1976 2 77 2009 1 03 1977 2 50 2010 1 00 1978 2 22 1979 1 97 1980 1 78 1981 1 64 1982 1 58 1983 1 57 1984 1 52 GAPSFAS materials used by permission of Educational Testing Service 43 SSS a a U OGM Need Access Calculation Worksheets Need Access Need Analysis Calcu
184. ncome received from IRS Form 1040 line Ba or IRS Form 1040A line 8a or e IRS Form 104052 line 2 33 4i Dividend Income Enter the amount of dividend income received from IRS Form 1040 line 9a or IRS Form 10404 fine 9a 33 4j Other Taxable Income Emer the total amount of other taxable income reported on IRS Form 1040 or ID40NR Include alimony received business and farm income capital gains Pensions annuities rents unemployment compensation and social security UNTAXED INCOME AND BENEFITS 33 4k Earned Income Credit Enter the amount of camed income credit from IRS Form 1040 line 64a or IHOA line 41a or LOMORZ line Ga 33 4m Social Security Benefits Enter the amount of untaxed social security benefits including Supplemental Security Income Do not include any benefits included under Adjusted Gross Income above Write in the total for the year not the monthly amounts Include any amounts for chikiren 33 dn Aid to Families with Dependent Children Enter the amount of benefits received in 2010 from Aid to Families with Dependem Children or Temporary Assistance for Needy Families These are usually referred to as AFDC ADC or TANF benefits 33 4o Child Support Received Enter the amount of child support received for all children 33 4p Other Untaxed Income Benefits Enter the total amount of untaxed income and benefits Include the following items Deductible IRA and or Keog
185. nd Investments Equity zero if negative 18 Adjusted Business Farm Net Worth Table 5 zero if negative 19 Net Worth sum of lines 15 through 18 20 Asset Protection Allowance Table 4 21 Discretionary Net Worth Line 19 Line 20 may be negative 22 Conversion Percentage 23 Income Supplement 24 Contribution from Assets Line 21 x Line 22 zero if negative Federal Contribution 25 Adjusted Available Income AAT 26 Contribution from AAI 27 Estimated FM 9 month Contribution to Student 28 Estimated FM 12 month Contribution to Student 29 Need Access 9 month Contribution to Student 30 Need Access 12 month Contribution to Student BAIA Ail A BA BA 50 SSS Ee Need Access Calculation Worksheets Worksheet 2 2011 2012 Parents Analysis Need Access Methodology Need Access always uses the regular analysis type for the parents of independent students 1 Adjusted Gross Income Taxable Income If parents are tax filers 2010 Adjusted Gross Income Or If parents are not tax filers 2010 Father s earned income and or 2010 Mother s earned income Total 2 Untaxed Income amp Benefits 2010 Social Security 2010 AFDC 2010 Child support received 2010 Other untaxed income and benefits 2010 Earned Income Credit if parents are tax filers Total
186. nd other information in the dialog boxes at the top of the page You can indicate the specifications of the letter by clicking on the Add Item buttons on the right of the screen The specification you add will be listed in the box at the bottom left of the screen When you click on these buttons you will access the Add Change Letter Specifications Line pop up menu Click on the items you want to add from this list one at a time After each added item click OK If you click on an item for which there are a number of options e g paragraphs a pop up menu listing your options will appear and you can specify your selection For example if you click on Paragraph the list of paragraphs available will be listed and you can select the one you need If you want information about each of the items you can add to the letter specifications click on Help To change a letter you have previously entered click on the letter name in the list to select it and then click Change Letter This will bring up the Review Update Individual Letter Specifications screen and will allow you to make changes to the letter When you have finished changing the letter you will be returned to the Review Update Individual Letter Specifications screen To delete a letter you have previously entered click on the letter name in the list to select it and then click Delete Letter You will be presented with a message box asking you to confirm your delete reques
187. needaccess 9 d e gt i pi amp t 7 Ve a a E T gt 2011 2012 Counselor Software User Manual An Access Group Service Table of Contents Need Access Counselor Overview of the Need Access Program eeren The Need Access Application The Online Application for Students ccccsesssssseseeeees Application Processing Fees ccsccsssscseseeeeeesseeereees Parent Data iinccc cceesseccetescied sede endear Need Access Application Processing School Output Options cceeeesssessssssecssesssesersesereeees An Overview of This Manual and the Need Access Counselor First Things FUSE ccscete voce sect ecetutsset nacevencitvincevetensyevertuncesedi Understanding Rules c eeeeseeseeeseeeceeeeeeceeeeeeeteeseeeesaees Understanding Applicant Selection Rules cccseeeees Download and Installation seeen Assigning a Password ceeeeeeeecseeeeteeteeeeeeteeeaeeetaeteetateeteees Getting Started tiii asgen aae ae iah Main Menu Review Update Applicant Data oo ccc Need Analysis Report cesecseeeseeeceeeeeeaeeeeeeteeteesaeeeeaees Applicant Data s c icctscseesaceanseiescaacsisecdicnieciieess Entering Updating Data Items eenen Special Circumstances Indicators eccesceeeeeseeesreeeeeeeees Printing Options by Individual Applicant cssseeee Student Status FUNS cececssesssssssssssssessssssseserssserseees Student Document Tracking eceeeeee
188. nent address 215 Local Address City Enter the local address city c216 Local Address State Enter the local address state c217 Local Address Zip Code Enter the local address zip code 218 Local Address Phone Enter the local address phone number 219 Local Address Dates Enter the dates you expect to reside at the local address provided above c220 Country of Citizenship Enter your country of citizenship 221 Housing Plans at Columbia Where do you plan to live during the lt Academic Year From gt lt Academic Year To gt enrollment period at Columbia University 1 Columbia Residence Hall 2 Columbia off campus apt 3 Private off campus apt 4 Parent s home 222 Consider for SDS LDS Do you wish to be considered for the Scholarship for Disadvantaged Students SDS or Loans for Disadvantaged Students LDS Candidates for these funds must be economically disadvantaged or come from an environmentally disadvantaged background 1 Yes 2No if you answer yes please visit the Columbia Financial Aid web site at cumce columbia edu student finaid for additional information and instructions 222a Consider for SDS LDS Do you wish to be considered for the Scholarship for Disadvantaged Students SDS or Loans for Disadvantaged Students LDS Candidates for these funds must be economically disadvantaged or come from an environmentally disadvantaged background 1 Yes 2 No If you an
189. ng you as recipient of scholarships and loans as a courtesy 1 Yes 2 No c81 Information Release Federal Do you authorize the Financial Aid Office s at the school s to which you are applying for financial aid to disclose private information from your student records for the purpose of reporting you as recipient of federal loans and grants for which reports are required 1 Yes 2 No If you answer NO you will not be considered for several types of Federal Assistance c82 Retirement Account Contributions Did you and or your employer make any contributions to a retirement account such as a 401k 403b IRA or other retirement account in lt Prior Academic Year From gt 1 Yes 2 No If yes please be sure to include these contributions in the answers to the untaxed income questions 3p 4p 5g and 5h above c84 Earned Income Instructions Do you expect to have any earned income in lt Academic Year From gt 1 Yes 2 No If yes the following instructions apply Please be sure to estimate your lt Academic Year From gt earned income correctly Earned income should include your total earnings from work any remaining vacation pay when you leave your job and any bonus income paid to you in lt Academic Year From gt The lt Academic Year From gt earned income amount is the amount most of you will enter onto the first line of your lt Academic Year From gt tax return c85 Anticipated Assets Enter the best estimat
190. nnuities IRAs Keogh accounts etc or property such as cars or boats c268 Parents Other Assets Value Enter the current value of any other parents assets not included above Do not include any amount of these investments held in retirement plans such as pension funds annuities IRAs Keogh accounts etc or property such as cars or boats 269 Parents Other Assets Debt Enter the amount currently owed on any other parents assets not included above Do not include any personal or consumer loans or any debts that are not related to the assets included here Do not include any education loans 270 Other Real Estate Details If the parents own real estate other than their home enter here the number of properties that they own For each property owned provide the year of purchase purchase price current market value and amount owed in the Special Circumstances section 271 Contribution from Income Enter the amount the parents will contribute from income to the student s lt Academic Year From gt lt Academic Year To gt educational expenses 272 Contribution from Assets Enter the amount the parents will contribute from assets to the student s lt Academic Year From gt lt Academic Year To gt educational expenses 273 Additional Release of Financial Data Is the college authorized to discuss the family s information with the student and to release the family s information to outside agencies and donors 1 Y
191. nstitution the student applicant attended in 2010 2011 Ifapplicam did not attend an educational institution leave this entry blank 10i Tuition Fees Room amp Board in 2610 2011 Enter the educational expenses including tuition fees and room and board for the student applicant in 2010 2011 If none enter 0 10j Scholarships or Gift Aid in 2010 2011 Enter the amount of any financial aid received in the form of scholarships or gilt aid by the student applicant in 2010 2011 If none enter 0 10k Loans and Employment in 2010 2011 Enter the amount of any financial aid received in the form of loans or employment by the student applicant in 2010 2011 If none enter 0 10m Financial Assistance Received from Parents Last Year in College Enter the amount of any educational financial assistance received by the student applicant from the parents for the most recent year that the student attended college Please response to this item even if several years have passed since the student attended college STUDENT S OTHER HOUSEHOLD MEMBERS 11 188 Name Enter the name of the student s spouse s household member 11 18b Age Enter the age of the student s spouse s household member as of today 11 18c Relationship From the table listed here enter the number of the entry which best describes the household member s relationship to the student 1 Student s parenvstepparent 4 Student s son daughter 2 Student s b
192. nter the vehicle year make and model for up to two vehicles If more than two vehicles are owned leased list the more expensive ones 69 Total Vehicle Indebtedness as of 12 31 10 Enter the total vehicle indebtedness as of December 31 2010 69k Total Monthly Vehicle Payments Enter the current total of monthly vehicle payments due on loans made for the purchase of the vehicle s Parent s Household Information This section asks questions about members of the parents houschold Information on up to eight household members can be listed here each in one of the columns provided two sections of four columns cach A member of the parents household is a person that the parents will support between July 1 2011 and June 30 2012 Children of student s parents other than the student should be included only if they get more than half of their support from the parents Include the parent s in the columns provided DO NOT INCLUDE THE STUDENT APPLICANT HERE Support includes money gifis loans housing food clothes car medical and dental care payment of college costs ete Other people should be included only if they meet the following criteria They live with the parents now AND They get more than half their support from the parents AND They will continue to get this support between 7 1 1 Land 4 30 12 71 788 Name Enter the name of the parents houschold member 71 78b Age Enter the age of the parents
193. o c144 Parents Education Expenses If either of your natural parents will be enrolled in a higher education degree program during the lt Academic Year From gt lt Academic Year To gt academic year please enter an estimate of the amount of tuition your mother and or father will pay OUT OF POCKET for their OWN education Do NOT include the amount of any loans or grants they may receive to apply toward their tuition c145 Parents Education Loan Payments If either of your natural parents will make any education loan payments during the lt Academic Year From gt lt Academic Year To gt academic year for debt incurred IN THEIR OWN NAME to fund either their own or one of their dependents education please enter an estimate of the amount your mother and or father will be REQUIRED to pay in minimum monthly payments i e enter the amount of one month s minimum required payment c146 Parents Unusual Medical Expenses If either of your natural parents will have any unusual medical or dental expenses during the lt Academic Year From gt lt Academic Year To gt academic year please enter an estimate of the amount that your mother and or father will pay OUT OF POCKET Do not include regular payroll insurance premiums or expenses covered by medical insurance c147 Parents Elder Care Expenses If either of your natural parents currently supports an elderly and or handicapped parent please enter an estimate of the amount that your mother
194. of functions gives you the ability to back up and restore your applicant data and tables rules You can back up this data either to a disk or directly to your hard drive or network drive We recommend that you frequently back up your files to protect yourself from losing data you have altered in the system To back up your data select the Backup Restore Need Access Data option from the MAIN MENU and then select the data you wish to back up by clicking on either Backup Applicant Data or Backup Tables Rules Choose the disk drive for the Backup operation If you have chosen Disk Drive A or Disk Drive B you will need to make sure that the drive contains a clean disk for backup If you have chosen to back up to your hard drive or network drive select the file path name and click OK If you do not change the file path your files will be saved to the Need Access default directory C NAC11 If you do not change the file name the file name for tables rules will be nactbl bak and the file name for applicant data will be nacstu bak To restore the data select Backup Restore Need Access Data option from the MAIN MENU and then select the drive for the Restore operation If you are restoring your data from Disk Drive A or Disk Drive B insert your backup disk If you are restoring your data from your hard drive or network drive specify the file path name from which you will be restoring the data You will be asked to verify your Restore
195. ollowing items e Social Security Benefits Aid to Families with Dependent Children AFDC ADC TANF Child support received Any income reported elsewhere in this application Money from student financial aid Veterans educational benefits VA Vocational Rehabilitation Program VEAP benefits Dependent Educational Assistance Program Benefits GI Bill ete Food Stamps Rollover pensions Payments received from states for foster care and adoption assistance under Tithe IV A or IV E of the Social Security Act Gifls and support other than money received from friends and relatives 3 4q Medical Dental Expenses Enter the total amount for medical and dental expenses including insurance premiums Do not include amounts covered by insurance your company medical reimbursement account flexible spending account or self employed health deductions from IRS form 1040 If deductions are itemized on the U S income tax return enter the amount from IRS form 1040 Schedule A line 1 3 4r Elementary Junior High High Sehool Tuition Enter the total amount of tuition paid for elementary junior high and high school tuition for all children Tuition does not include room board books transportation etc Do not include any tuition paid for preschool or college Do not include tuition paid for by scholarships Do not inchide any tuition paid for the applicant 3 4s Number of Chiktren Tuition Paid for Enter the number of dependen
196. on Tabi C Canmtest Re Len zema med Z COBOL sanel Fad Postion Leyak Conme elim ted jocel Cop Leyowt wee op p_tte_soen_lect Ad om Mer Meld then Cletare erge ha Delete kon Prine File Layout app_sis duh d X Figure 3 22 Review Update File Layouts List The Review Update File Layout List screen is accessed by selecting TABLES RULES from the Menu Bar then selecting menu item Import Export File Layouts from the menu that is displayed This screen has a window listing the file layouts currently entered When you click on one of these file layouts the file layout name appears in the box at the top of the screen To create a new file layout click on Add New Layout This brings up the Review Update Individual File Layout screen and allows you to enter your new file layout see Figure 3 22 When you have finished entering the file layout you are returned to this screen and the list reflects the new file layout you have created To change a file layout previously entered click on the file layout name in the list to select it then click Change Layout This will open the Review Update Individual file layout screen on which you can make changes to the file layout When you have finished changing the file layout you will be returned to this screen To delete a file layout previously entered click on the file layout name in the list to select it and then click Delete Layout You will be
197. onal funds in addition the Counselor software can perform other administrative tasks such as generating correspondence and creating customized reports The Need Access Application The Online Application for Students The online Need Access Application is simple to use and online instructions are available to guide the student through the process Students should be directed to NeedAccess Org Information about the Need Access program what to do before applying and how to complete the application are available at the click of a button Students who had previously completed the Need Access application online and are applying again this year will find that most of their information will pre populate on the new application Of course they still have to review and update that information Application Processing Fees Need Access application processing fees for students are 15 for a returning applicant and 28 for a first time applicant After entering all required application data the student clicks Pay and Submit on the Main Menu Fees must be paid with a major credit card before the application can be submitted For this processing fee the student may have data sent to an unlimited number of schools There are no extra fees for updating or resubmitting a Need Access Application Parent Data Parent Data as well as Non Custodial Parent Data can be completed in one of three ways 1 The parent can complete the Paren
198. oom for your explanation use the Special Circumstances section Question 29 So Monthly Rent Morigage Amount Enter the amount of the student s and spouse s current monthly rent or mortgage payment 5p Local Income and Property Taxes Enter the total amount of local income and property taxes paid during 2010 Sqr Student s and Spouse s Summer Expenses Enter three months summer living and other expenses for the student and for the spouse if the student is married 5s Studcat Spouse Owns or Leases a Vehiele Enter the number corresponding to the answer to the following questions Dotes the student and spouse own or lease a vehicle l Own 2 Lease 3 lt Own Lease 4 None St y Year Make Model Enter the vehicle year make and model for up to two vehicles If more than two vehicles are owned leased list the more expensive ones SE S ASS 6a Cash Savings and Checking Accounts Enter the amount of money in cash savings and checking accounts as of today 6b Home Value Enter the current value of the home Use the price that would be placed on the home if it went on sale today Do not use assessed insured or tax value A home includes a house mobile home condominium etc Renters enter 0 6c Home Debt Enter the amount currently owed on the home including the present mortgage and related debts on the home Do not include interest duc on the mortgage Check with the mortgage company if unsure of the
199. or a student if the student s Packaging Document status is Waiting or a Welcome First Missing Document Letter has already been sent to that student The status will also be considered waiting if a specified number of days has elapsed since the Welcome Letter or most recent Follow up Letter was sent You can specify the maximum number of Follow up Missing Document Letters to be sent to a particular student Once that number has been reached the system will proceed to the Last Notice Missing Document Letter 23 Figure 3 17 To print the Last Notice Missing Document Letter select menu item Print Applicant Letters from the MAIN MENU and then select Last Notice Missing Document Letter The system presents you with a screen allowing you to specify which students should be considered such as first year only and will then batch all students who meet these criteria A Last Notice Missing Document Letter will be printed for a student if the student s Packaging Document status is Waiting and a specified number of days has elapsed since the maximum number of Follow up Missing Document Letters has been sent to the student To print the Award Letter select menu item Print Applicant Letters from the MAIN MENU and then select Award Letter The system presents you with a screen allowing you to specify which students should be considered such as first year only and will then batch all students who meet the criteria
200. ownloaded from the Internet from the C NAC11 default directory and click OK The new applicants will now be loaded into the Need Access software and you will receive a dialog box that includes the information you have just downloaded Recommendation The name of the file you downloaded from the Internet should be nacstu new unless you have changed the name In addition the file should be located in the Counselor s default directory C NAC11 unless you have changed the path We recommend that you save the file to the C NAC11 directory and retain the default file name nacstu new You will need to remember the name and location of this file Print List of Newly Loaded Applicants To print a list of the applicants that have been recently loaded into the Need Access Counselor click on MAIN MENU then Load New Applicants Then select Print List of Newly Loaded Applicants from the sub menu The list will contain the names of all applicants that have been loaded since the last time this print option was executed Print List of Recently Sent Applicants When downloading your applicant data via the Internet you can also download a Recently Sent Applicant Report that lists the applicants that have been recently downloaded into the Need Access Counselor Go to the Need Access section of Access Group s Web site at accessgroup org needaccess and log in Select Connect Now from the dashboard Choose List of
201. parent analysis see page 34 To review the options for the student analysis see page 30 For guidelines on how to specify your selections see page 17 Funds List and Packaging Rules The Funds List and Packaging portions of the system are a bit more complex than documents and budgets but if you complete these first most of the concepts will already be familiar You will be able to post all of your financial aid funds and create a packaging strategy using system rules See page 20 for Setting up and Packaging Student Funds Standard Letters We suggest setting up a letter with a few paragraphs of text Set up your simplest letters first and then complete the more detailed letters See page 22 for Working with Letters Creating and Updating Rules Rules can be written for several functions in the Need Access Counselor e Student Selection Rules e Budget Assignment Rules e Tracking Document Assignment Rules e Funds Packaging Rules The purpose of these rules is to allow you to select students based upon your criteria and invoke certain functions for those students such as assigning a Tracking Document or Budget to them or Packaging Funds for them More information For a complete understanding of the creation and adjustment of rules as well as fully detailed instructions see the HELP menu and read the sections on Understanding and Using Rules and Review Update Rules Here are some it
202. payments from IRS Form 1040 total of lines 28 and 32 or LO40A line 17 Untaxed portions of pensions from IRS Form 1040 lines 15a minus 15b and l6a minus 16b or IRS Form LOMDA lines La minus 1b and 12a minus 12b Credit for federal tax on special fuels from IRS form 4136 Housing food and other living allowances excluding rent subsidies for low income housing paid to members of the military clergy and others including cash payments and cash value of benefits Contributions to tax deferred pension and savings plans paid directly or withheld from earings Included untaxed portions of 401 k and 403 b Check your W 2 Veterans non educational benefits such as Death Pension Dependency amp Indemnity Compensation DIC ete e Foreign income exclusion from IRS Form 2535 e Tax exempt interest income from IRS Form 1040 line 85 or KDA line b e Welfare benefits except AFDC ADC TANF Workers Compensation Cash support or other money paid on the student s behalf not reported elsewhere in this application e Any other untaxed income and benefits such as Black Lung Benefits Refugee Assistance untaxed portions of Railroad Retirement Benefits or Job Training Partnership Act non cducational benefits Additional chiki tax credit from IRS From 1046 line 68 or LO40A tine 41 Page 2 of 6 77 a Need Access Information Worksheets and Instructions Do not include any of the f
203. perty such as cars or boats 263 Prospective Spouse s Other Assets Value Enter the current value of any other prospective spouse s assets not included above Do not include any amount of these investments held in retirement plans such as pension funds annuities IRAs Keogh accounts etc or property such as cars or boats 264 Prospective Spouse s Other Assets Debt Enter the amount currently owed on any other prospective spouse s assets not included above Do not include any personal or consumer loans or any debts that are not related to the assets included here Do not include any education loans 265 Include Combined Assets Are you applying for financial aid at Harvard Law School 1 Yes 2 No If you answer Yes please note the following requirements which apply to each of the asset questions which follow If the student s parents are divorced and remarried you must provide the total value of all assets held by the student s biological parent as well as by the stepparent regardless of whether the assets are held jointly by the biological parent and stepparent or individually c266 Education Savings Account 529 plan Enter the current value of all parents assets held in a 529 education savings account or other similar account c267 Parents Other Assets Description Enter a description of any other parents assets not included above Do not include any investments held in retirement plans such as pension funds a
204. ph at a time creates the body of a letter in the Need Access Counselor Each paragraph you draft must be given a name You create a letter by specifying which paragraphs should be used for that letter and then you give the letter a specific name as well For example the letter name Welcome First Missing Document one of the letters which is pre loaded onto the Need Access Counselor was created by indicating that the paragraphs titles Welcome Paragraph 1 Welcome Paragraph 2 Welcome Paragraph 3 and Welcome Paragraph 4 were to be used as the body of the letter In addition to selecting the paragraphs which are used for the letter you can also specify the formatting or layout of the letter For example you can see that the school name information signature data and line spacing e g Skip Lines 1 were added to the paragraphs above to create the Welcome First Missing Document letter Creating Changing Text of Paragraphs To work with existing paragraphs or draft new paragraphs scroll down the TABLES RULES and select Paragraph Specifications on the pulldown menu The Review Update Paragraph List screen will list all of the existing paragraphs on the system see Figure 3 15 You can add change or delete a paragraph by using the button on the right of the screen To add a new paragraph click Add New Paragraph Type in a name for the paragraph and the text of the paragraph in the dialog boxes provided You can
205. presented with a message box asking you to confirm your delete request When you have finished reviewing changing your file layout click OK Any changes you have made will be saved If you don t want to save any changes including new file layouts you may have created click Cancel Review Update Individual File Layouts This screen is accessed by clicking on the Add New Layout or Change Layout button on the Review Update Individual file layouts screen At the top of this screen is an Edit Box containing the name of the file layout If you are creating a new file layout you must enter a name for the file layout here If you are changing an existing file layout you can change the name of the file layout If the file layout you are creating is similar to one you have created previously you may be able to save time by clicking Copy Layout and by selecting the similar file layout from the list that is displayed You can then make changes as appropriate Data Translation Tables The Review Update Data Translations Tables screen is accessed by selecting TABLES RULES from the Menu bar then selecting menu item Data Translation Tables from the menu that is displayed see Figure 3 23 On the left side of this screen is a List Box containing names for 100 Data Translation Tables If a given table is not in use table not used will appear in that spot on the list The name and number of the currently selected table are shown at
206. r job You are self employed but unemployed due to economic conditions or a natural disaster 22 Income from non US sources in 20107 Are you a non US citizen whose income in 2010 came primarily from non U S sources 1 lt Yes 2 No JOME AND EXPENSES All of the instructions in this section cover the actual if available or estimated information for 2010 and the estimated information for 2011 Students spouses are to fill in both columns of data All dollar amounts in this section are to be entered in whole dollars only and are to cover the one year period listed at the top of each column Don t leave any answers blank Ifthe answer for a question is zero enter the number 0 3 4a Source of U S Tax Figures For each year enter the number from the following list corresponding to the source of the tax figure 1 A completed IRS Form 140A or 1040EZ 2 Acompleted IRS Form M40 3 An estimated IRS Form 10404 or LO40EZ 4 Anestimated IRS Form 1040 5 A tax retum will not be filed 6 A completed IRS Form IOSONR Non Residemt 7 An estimated IRS Form 1040NR Non Resident If the answer is 5 no entry should be made for the following items Number of Exemptions Adjusted Gross Income U S Income Tax Paid and Itemized Deductions 3 4b Number of Exemptions Emer the number of exemptions claimed on U S income tax form e IRS Form 1040 line 6d or IRS Form 1040A line 6d or e IRS Form 1040EZ if you c
207. r the amount of financial support the student expects to receive from parents during the lt Academic Year From gt lt Academic Year To gt academic year 290 AAMC ID Please enter your AAMC ID Your AAMC ID is an 8 digit identification number assigned to each user of Association of American Medical Colleges AAMC products and services such as the American Medical College Application Service AMCAS e291 LSAC Account Number Please enter your LSAC Account Number This is the number you receive from the Law School Admissions Council and is the number you use in your LSAT test registration The LSAT Account Number should begin with L and is followed by 8 numeric digits for example L12345678 C292 Sacramento County Resident Were you born in Sacrament County or have you lived there for two or more years 1 Yes 2 No For consideration of eligibility for the James O Neill low interest loan at UC Hastings c293 Estimated Financial Assistance Enter the estimated amount of financial assistance from sources other than UC Hastings Include scholarships grants or loans from organizations parents spouse s parents other individuals including significant others partners relatives or friends DO NOT INCLUDE ANTICIPATED UC HASTINGS GRANTS SCHOLARSHIPS STAFFORD LOANS GRAD PLUS OR PERKINS LOANS IN THIS AMOUNT 294 Estimated In Kind Assistance Enter an estimate of the cash value for assistance you will receive in t
208. rd Loan Unsubsidized Fira Year ete lt 10000 Award Fund Private Supplemental Loan Bradem ACI fram 10000 to IMDA erte dehi Add Mew Pale Change Aste Figure 3 5 Setting Up and Assigning Student Budgets The Need Access Counselor allows you to set up one or more student budgets containing items such as tuition and fees books and supplies and various living expenses It also allows you to specify overrides for the Need Access Income Protection Allowance table Summer Living Expenses and Minimum Student Contributions These entries which you may omit affect the student s Need Access Contributions You may set up and use one budget for all students or you may set up several different budgets and apply them to students based on their circumstances For instance you may have different budgets for year in school duration of school year nine month ten month etc or attendance pattern full time half time evening enrollment etc The number of budgets you set up and the student to whom they are assigned is completely up to you The system allows for the creation of up to 50 budgets You can set up a budget by selecting TABLES RULES from the Menu bar then selecting menu item Budget List from the pull down menu displayed The Review Update Budgets screen lists all of the budgets you have entered at the bottom of the screen and allows you to add change delete and print your budgets If you click on a budg
209. re applying to more than one program select the second program in the next question TT Need Access School Custom Questions 279 Program of Study at Columbia University School of the Arts If you are applying to more than one program select the second program here A Film MFA B Film Studies MA C Theatre Acting MFA D Theatre Directing MFA E Theatre Dramaturgy MFA F Theatre Management Producing MFA G Theatre Playwriting MFA H Theatre Stage Management MFA I Writing Fiction MFA J Writing Non Fiction MFA K Writing Poetry MFA L Visual Arts MFA c280 FAFSA Will you be filing or have you filed a Free Application for Federal Student Aid FAFSA for the lt Academic Year From gt lt Academic Year To gt academic year 1 Yes 2 No 283 Interest in Public Service or Government Work Are you an entering student who has an interest in and commitment to public service and or government 1 Yes 2 No c286 Disadvantaged Underrepresented Student Do you wish to be considered for student aid resources for economically disadvantaged students and or populations underrepresented in law 1 Yes 2 No c288 Interest in Arts Letters Cultural Pursuits Do you have a demonstrated interest in arts and letters or other cultural pursuits outside the field of medicine For consideration of eligibility for the Joseph Collins Foundation scholarship 1 Yes 2 No 289 Financial Assistance from Parents Ente
210. rea 1 Yes 2 No c163 Applicant Married and or has Children Select the choice which describes the applicant s current status 1 Married with children 2 Married no children 3 Unmarried with children 4 Unmarried no children If you answer that you are married and or you have children and are ONLY applying to the following school you do not need to complete the Parents portion of this application for the following school though the application will prompt you to do so UC Davis School of Law c186 Program of Study at Northwestern Law School Select the program of study you are or will be enrolled in at Northwestern Law School Law JD Law JD MBA Law Accelerated JD Law JD PhD Law LLM Law LLM Kellogg Law Full Time LLM Tax Law Part Time LLM Tax Law Two Year JD for international attorneys CONIDNARWNE c187 Type of Aid Applying for Select the type of aid for which you intend to apply 1 Federal Loans Only e g Federal Direct Stafford Loans 2 Both Federal and Institutional Loan Programs 3 Programs for International Students Only c188 Entry Date at Northwestern Law School Enter the month and year you entered or expect to enter Northwestern University School of Law Enter as MM YY c189 Employer Reimbursement Taxed Enter the total amount of taxable reimbursement that you will receive from your current or prospective employer to apply toward educational expenses during the a
211. rea of interest concentration 1 Patent law 10 Constitutional law 2 Labor law 11 Criminal law 3 Communication law 12 Environmental law 4 Corporate law 13 Public interest law 5 Public policy 14 Women s law 6 Securities Financial regulation 15 Family law 7 Philosophy 16 International law 8 Public health 17 Entertainment Sports law 9 Business 18 Other C40 Employment in Area of Interest Will you be employed in your field of interest during the lt Academic Year From gt lt Academic Year To gt academic year 1 Yes 2 No If you answer yes please explain in the Special Circumstances section c41 Community Service Activities Are you involved in any type of community service activities 1 Yes 2 No If you answer yes please explain in the Special Circumstances section c42 Provided Employment Information Have you provided employment information in the Student s and Spouse s Employment History section of this application Include all externships research assistantships fellowships ete No review can be done without this information 1 Yes 2 No c48 Ohio Scholars Program If you identified yourself to AMCAS American Medical College Application Service as an Ohio resident do you wish to be considered for the Ohio Scholars program at Dartmouth Medical School 1 Yes 2 No c49 Indian Health Scholarship Have you applied for an Indian Health Scholarship for use at the following schools Dartmouth Medical School
212. rent or Non Custodial Parent data or calculation options you will notice that captions appear at the bottom of the screen If the caption begins with the text Edit Data Item you can change the value of that data item If the caption begins with Fixed Data Item that item cannot be changed on that screen To edit the data click on the data item you want to change The data value will become highlighted and a dialog box will appear showing the instructions the applicant received when completing the item on the Application Software After entering a new value for the item you have a few options You can press Enter on your keyboard to proceed to the next field that can be edited you can use the Up or Down arrow keys to move to the previous or next field that can be edited or you can use the mouse to move to another part of the screen Special Circumstances Indicators On the bottom right hand side of the applicant data screens student parent Non Custodial Parent data you will see one or more indicators if the selected student and or parents have filled out the Special Circumstances portion of the Application Software Printing Options by Individual Applicant Several printing options can be executed from the special menu bar which appears when you are reviewing an applicant record Click on the appropriate button to print the following reports This Screen A printout of the screen displayed Need Analysis
213. request Click on Yes to proceed with the restore operation Click on No to cancel your restore operation Print Set Up This function allows you to establish or change your print path Exit the Need Access Counselor To exit the Need Access Counselor click on MAIN MENU and then click Exit This Program Tables and Rules Tables Rules Menu The Tables Rules options are used to set up the rules or guidelines your school will use for assigning budgets and documents sending correspondence and packaging student awards You should follow the recommended sequences to set up your tables rules before loading student records into the Need Access Counselor When you display the initial screen in this software you see TABLES RULES listed on the Menu bar Click on this menu option and you will see the pull down menu selections displayed in Figure 3 1 Figure 3 1 Recommended Set Up of Tables and Rules in the Need Access Counselor After you have installed the 2011 2012 version of the Need Access Counselor you may want to browse through the various tables and rules to get an idea of how they look Some very basic tables and rules have been preloaded Some of them may suit your purposes but it is likely you will want to make changes We recommend that you review the rules first For an overview of how to use system rules and samples go to the HELP menu and review Understanding and Using Rules We are providing
214. ribution from Income zero if negative Assets 15 Cash and Bank Accounts 16 Home Equity 17 Other Real Estate and Investments Equity zero if negative 18 Adjusted Business Farm Net Worth Table 5 zero if negative 19 Net Worth sum of lines 15 through 18 20 Asset Protection Allowance Table 4 21 Discretionary Net Worth Line 19 Line 20 may be negative 22 Conversion Percentage 23 Income Supplement Line 21 x Line 22 may be negative 24 Contribution from Assets zero if negative Federal Contribution 25 Adjusted Available Income AAT 26 Contribution from AAI 27 9 month Contribution to Student 28 12 month Contribution to Student 70 SSS e eeee y Need Access Calculation Worksheets Worksheet 6 2011 2012 Student s Analysis Need Access Methodology Independent Students with Dependents Other than a Spouse The Need Access student methodology uses projected academic year income The school can elect to use various alternative need analysis calculation options 1 Adjusted Gross Income Taxable Income projected year income Student s income from work summer Student s income from work academic year Spouse s income from work summer Spouse s income from work academic year Student s and Spouse s other taxable income
215. ributions are calculated if there is sufficient data to perform the analysis The Estimated Federal Parents Analysis is displayed in column 1 see Figure 3 23 of the Need Analysis Report NAR The Federal Methodology FM formula used by Need Access uses federal specification received from the U S Department of Education The Need Access Parents Analysis is displayed in column 2 of the NAR The Need Access Methodology contains several elements that are not included in the FM such as allowances for medical and dental expenses and elementary and secondary school tuition It also includes both home equity and the equity in a farm on which the family resides when calculating net worth Need Access uses the FM contribution rate schedule and also provides an alternative schedule that is lower The lower schedule recognizes that parents of graduate and professional students may not be expected to contribute as much as parents of undergraduate students Alternative contributions are provided on the NAR including parents contribution from income from the home and from other assets The incremental monthly contribution amounts are reported Schools can request that the parents contribution be included in the budget section of the NAR and in the calculation of the remaining need This request must be indicated on the school s Need Access Registration Schools can differentiate between first year and continuing students regar
216. rk study 3 4h Interest Income Enter the amount of interest income received from e IRS Form 1040 line Ba or e IRS Form 1040A line Sa or IRS Form 1040E7Z line 2 3 4i Dividend Income Enter the amount of dividend income received from e IRS Form 1040 line 9a or IRS Form 1040A linc 9a 3 4j Other Taxable Income Enter the total amount of other taxable income reported on IRS Form 1040 or IDMONR Include alimony received business and farm income capital gains pensions annuities rents unemployment compensation and social security 3 4k Earned Income Credit Enter the amount of camed income credit from IRS Form 1040 line 64a or IOA line 41a or 1040EZ line 9a 3 4m Social Security Benefits Emer the amount of untaxed social security benefits including Supplemental Security Income Do not include any benefits included under Adjusted Gross Income above Write in the total for the year not the monthly amounts Include any amounts for children 3 4n AFDC Enter the amount of benefits from received in 2010 from Aid to Families with Dependent Children or Temporary Assistance for Needy Families These are usually called AFDC ADC or TANF benefits 3 40o Child Support Received Enter the amount of child support received for all children 3 4p Other Untaxed Income Benefits Enter the total amount of untaxed income and benefits Include the following items Deductible IRA and or Keogh
217. rothen sister 5 Student s grandparent 3 Student s spouse 6 Other Page 4 of 6 79 a Need Access Information Worksheets and Instructions This section contains two columns of entries one for the student and one for the student s spouse or prospective spouse It further contains four identical sections cach for a separate time period In these questions summer refers to the three months preceding the start of classes in the fall while 2010 2011 and 201 1 2012 refers to the 9 months following the start of classes in the fall For each of these the following instnactions apply If the student or spouse was not employed for a given time period leave the entries for that time period blank 20 21i n Employer Emer the name of the student s or spouse s employer 20 Z1j 0 Type of Work Enter the type of work the student or spouse performed 20 21k p Number of Week Employed Enter the number of weeks the student or spouse was employed 20 Zim q Weekly Earnings Enter the weekly wages salaries and tip cared by the student or spouse 22a n Number of Educational Institutions Attended Post High School Enter the number of previous undergraduate and graduate or professional educational institutions attended by the student For cach previously attended institution enter in the space provided the institution name the dates of attendance and the degree awarded if any STU S S
218. rs You can manually post a different date If you want to waive the document requirement but keep the document list select Waived 2 To add a document to the student s requirements click on Add New Document The complete list of tracking documents that you have created will be displayed Click on the document you want to add to the student s list and click OK 3 To add a custom document that is unique to the individual student click on Add Custom Doc This gives you a window to type in the name of the document 4 To delete a document from the student s requirements click on the document you wish to delete Click Delete Document and click Yes in the special message window 5 To indicate that all required documents have been received click All Docs Received and the date is posted Change Packaging Status This function allows you to change the packaging status from the current status to another variation Blank Done Manual Hold Click on the new selection and click Done Packaging Repackaging Applicant Funds This function allows you to package an individual student Accept Change Applicant Award s This function allows you to manually change or update a student s package You can add a new fund delete a fund or change the amount awarded In addition this screen allows you to accept or reject specified amounts or all funds at one time Review Audit Trail This screen shows you ch
219. s This function allows you to batch disburse student funds in an actual or simulated run After you have established a fund in your Funds List you can provide a standard disbursement schedule with up to four disbursement dates and the percentage of the award to be disbursed on each of these dates After a student has been awarded funds and has indicated acceptance of all or a portion of them the funds are scheduled for disbursement in accordance with the Funds List schedule Select Reetew Berd Student Mha Sep Shotes Becomeats Piw This Dota Dais fete Mrberceerete Sext Frist siren matigets fthertl Theat a fesrtioes Gescenee OM Need Accous Ceenaclor Disbursements funds I to 4 Page 15 Applicant Z7 TEST CASE WAR SO DEP RSN 111 D8 4009 Aceess 9601010009 Date Amount Dale Amount Data Amunt at Fune Tetat Gohed Pree Disb J Schee 1 L E Proe ise i Ret ji ii E Fune _Tetat dched Proc Disb j Schet 1 I Proc 5 r Diss Ret fl J ji E Fune Total geheg Pree Disb Sehes l Proc Dise 4 Ret ji ji Ji E Fane Total Sched Pas Disb Sones Proc az SS zi Diss Rot H J lil iy pa Review Update secton of sofware Figure 2 11 Print Custom Report This Need Access Counselor gives you the ability to create a custom report using any data element requested from the student and parent You have the option of printing your report using the s
220. s marital status 21 Discretionary Net Worth Subtract Line 20 from Line 19 may be negative 22 Conversion Percentage enter 12 or School Specified Percentage 23 Income Supplement not applicable 24 Contribution from Assets Multiply line 21 and Line 22 zero if negative 25 Adjusted Available Income AAT Add Line 13 and Line 24 may be negative 26 Contribution from AAI Use Line 25 in Table 6 zero if negative or If school selects Calculation Option 5 use revised Percentage Amount Worksheet 2 2011 2012 Parent s Analysis Need Access Page 3 53 Es n a U Gl Need Access Calculation Worksheets 27 Estimated FM 9 Month Contribution for Student Divide Line 26 by number of parents family members in college If result is greater than 99 999 set it to 99 999 28 Estimated FM 12 Month Contribution for Student Step 1 Use AAI from Line 25 Add IPA Adjustment 4 490 12 month Adjusted Available Income AAT Step 2 Use 12 month AAI from Step 1 in Table 6 Divide by number of parents family members in college To arrive at 12 month alternate contribution for student Step 3 12 month alternate contribution for student Subtract Line 27 Divide by 12 f 12 To get monthly incremental contribution Step 4 Monthly incremental contribution Multiply by 3 x 3 Add Line 27 12 month contribution for student If result is greater than 99 999
221. s and spouse s household Number in student s household in college in 2011 2012 Release of financial data to parents Received need based aid in 2010 Income from non U S sources in 2010 School School School School 2a Student s degree objective 2n 2b Primary health care objective 20 Yes No 2d Year in graduate professional school 2p 2f U S citizenship status 2q 2fa Alien registration Visa status 2r 2h Last year student claimed by parent at 2k Student s marital status 27 2m If married marriage date Month Day Year School Names List below the names of the schools you wish to receive this information School School School School School School Page 1 of 6 82 Ee MMI Need Access Information Worksheets and Instructions Student s and Spouse s Annual Income and Expense Figures Please complete the table by entering the annual amounts in whole dollars only Schools may require one or both years of income and expense data 2010 2011 projected 3 4a Source of following U S Tax Figures Completed 1040A or 1040EZ Estimated 1040A or 1040EZ Tax return will not be filed Estimated 1040NR Completed 1040 Estimated 1040 Completed 1040NR 3 4b Number of exemptions 3 4c Adjusted gross income from IRS form 3 4d Itemized deductions 1040 Schedule A 3 4e U S income tax pai
222. s 75 of the total value of IRA Keogh and other retirement accounts in the calculation of the other real estate and investments equity portion of the student s net worth The value of these accounts is reported in questions 6u 6w of the student data section The analysis uses only 75 of the total value in order to make an allowance for early withdrawals Many graduate and professional schools treat these accounts as available resources that should be considered when assessing the student s relative financial strength This change affects line 3 page 2 of the NAR 6 Farm Equity If the student owns a farm the Need Access student analysis includes the farm as an asset when measuring financial strength even if the family resides on the farm Thus the analysis is different from the FM calculations which excludes a farm on which the family resides when determining net worth This asset affects line 4 page 2 of the NAR Need Access Student Analysis Options Selected by the Institution The following need analysis changes are implemented in the Need Access student analysis only if the schools select these options on the Need Access Counselor software All need analysis options affect only the Need Access analysis not the FM These three items can be updated in the Budget List under the TABLES RULES heading in the Need Access Counselor Item 1 Institutional Income Protection Allowance The non educational expenses of t
223. s Equity zero if negative 18 Adjusted Business Farm Net Worth Table 5 zero if negative 19 Net Worth sum of lines 15 through 18 20 Asset Protection Allowance Table 4 21 Discretionary Net Worth Line 19 Line 20 may be negative 22 Conversion Percentage 7 23 Income Supplement 24 Contribution from Assets Line 21 x Line 22 zero if negative Federal Contribution 25 Adjusted Available Income AAT 26 Contribution from AAI 27 9 month Contribution to Student 28 12 month Contribution to Student AJA A AIA A A Note Simplified Need Analysis applies if the student is eligible to file an IRS Form 1040A or 1040EZ or certifies that the student is not required to file an income tax return or the student received need based aid in the prior year and the student s and spouse s total adjusted gross income is less than 50 000 If student and spouse was not required to file an IRS form 1040 or the student received need based aid in the prior year and student s and spouse s adjusted gross income is less than or equal to 30 000 then the contribution for the student Line 27 is zero 60 SSS G U iO SOA Need Access Calculation Worksheets Worksheet 4 2011 2012 Student s Analysis Estimated Federal Methodology Independent Students with Dependents Other than a Spouse 1 Adjusted Gross Income Taxabl
224. s debt zero if negative Vested trusts funds value Other assets value less debt zero if negative Total 18 Adjusted Business Farm Net Worth Business value less debt zero if negative Farm value less debt zero if negative Note exclude farm equity if family lives on farm exclude business equity if small family owned business Total Use Business Farm equity in Table 5 use computed value 19 Net Worth Sum of lines 15 through 18 20 Asset Protection Allowance Table 4 using age of student and student s marital status 21 Discretionary Net Worth Subtract Line 20 from Line 19 may be negative 22 Conversion Percentage 7 23 Income Supplement not applicable 24 Contribution from Assets Multiply line 21 and Line 22 zero if negative 25 Adjusted Available Income AAT Add Line 13 and 24 may be negative 26 Contribution from AAI Use Line 25 in Table 6 zero if negative Worksheet 4 2011 2012 Student s Analysis Estimated FM Independent with Dependents Page 3 63 SSS a a U OlM Need Access Calculation Worksheets 27 9 Month Contribution for Student Divide Line 26 by number of student s family members in college If result is greater than 99 999 set it to 99 999 28 12 Month Contribution for Student same as 9 month contribution 12 month contribution for student If result is greater than 99 999 set
225. select Special Functions and then select Change Packaging Status For more information on how funds are awarded to individual students and how the statistics are posted to the Status Funds screen see Funds Awarded to Individual Students on page 21 Student Disbursement When you click on Disbursement while reviewing student data the list of funds and the disbursements will be displayed see Figure 2 7 The Fund field Fund shows the fund packaged and accepted by the student The Scheduled Sched field shows that amount accepted Seed Access ae UES ah nang dele t to 4 Puge 15 Applicant 22 TES 11 G0 0809 Access Gt 810002 serveur spate amant pate pune Oat b Aiiirah wt Date Fund Tetal Scheg Prac a5 Disb Sched i kf Pioc Disb Ret i i ii Fund Tetal Genes Prag Disi Sched CLOD E 1S e aS T Pror Dist l Ret i a fund Yetal_ ches Proe Disb Sched i Pioc 3 Disb Ret E E Ji E Fund Teta Sones Prog E Sehon set Rewlew Update rechan of sofware Figure 2 7 Grants scholarships will automatically be shown as accepted Process Proc shows when the disbursement was processed Disburse Disb is available for manual posting of a dollar amount when a check has been received by an outside source Ref is for manual posting of a reference or check number Special Functions While reviewing applicant data
226. set it to 99 999 29 Need Access 9 Month Contribution to Student Use Line 25 in Table 7 Divide by number of parents family members in college Contribution zero if negative If result is greater than 99 999 set it to 99 999 30 Need Access 12 Month Contribution for Student Step 1 Use AAI from Line 25 Add IPA Adjustment 4 490 12 month Adjusted Available Income AAT Step 2 Use 12 month AAI from Step 1 in Table 7 Divide by number of parents family members in college To arrive at 12 month alternate contribution for student Step 3 12 month alternate contribution for student Subtract Line 29 Divide by 12 12 To get monthly incremental contribution Step 4 Monthly incremental contribution Multiply by 3 X3 Add Line 29 12 month contribution for student If result is greater than 99 999 set it to 99 999 Worksheet 2 2011 2012 Parent s Analysis Need Access Page 4 54 E Need Access Calculation Worksheets Worksheet 3 2011 2012 Student s Analysis Estimated Federal Methodology Independent Students without Dependents Other than a Spouse Line Item Regular Simplified Income 1 Adjusted Gross Income Taxable Income 2 Untaxed Income and Benefits 3 Total Income Line 1 Line 2 minus 2010 Income Exclusions Taxes 4 U S Income Tax 5 FICA Tax 6 State and Other Taxes Use line 3 for Income Lev
227. ship program specific to the practice area of Housing and Urban Policy Law New York University School of Law awards Dean s Scholarships which are merit and or need based grants in amounts up to full tuition At this time you may also wish to identify this optional area specific scholarship program for which you want to be considered In this and the four related questions please respond with Yes to no more than three of the following practice areas Criminal Law Environmental and Land Use Law Housing and Urban Policy Law Intellectual Property Law Law Economics and Politics 113 Need Access School Custom Questions CST034 Practice Area Intellectual Property Law Do you wish to be considered for a scholarship program specific to the practice area of Intellectual Property Law New York University School of Law awards Dean s Scholarships which are merit and or need based grants in amounts up to full tuition At this time you may also wish to identify this optional area specific scholarship program for which you want to be considered In this and the four related questions please respond with Yes to no more than three of the following practice areas Criminal Law Environmental and Land Use Law Housing and Urban Policy Law Intellectual Property Law Law Economics and Politics CST035 Practice Area Law Economics and Politics Do you wish to be considered for a scholarship program specific to th
228. ss Methodology 12 Month Contribution for Student same as 9 month contribution Worksheet 6 2011 2012 Student s Analysis Need Access Page 4 74 8 ss Need Access Calculation Worksheets 2011 2012 Incremental Monthly Contribution Calculations for Parents and Students Parent s Estimated Federal Incremental Monthly Contribution Calculation Student enrolled less than 9 months 9 month contribution for student Worksheet 1 Line 27 Incremental Monthly Contribution Divide by 9 Total Contribution Multiply by number of months enrolled Pil A A Student enrolled more than 9 months 12 month contribution for student Worksheet 1 Line 28 9 month contribution for student Worksheet 1 Line 27 Difference between 12 month and 9 month contributions Incremental Monthly Contribution Divide by 3 Multiply Incremental Monthly Contribution by number of months enrolled in excess of 9 Add 9 month contribution for student BAIA PA Al RA A Parents Need Access Analysis Incremental Monthly Contribution Calculations Student enrolled less than 9 months 9 month contribution for student Worksheet 2 Line 27 Incremental Monthly Contribution Divide by 9 Total Contribution Multiply by number of months enrolled PIAA Student enrolled more than 9 months 12 month contribution for student Worksheet 2 Line 28 9 month contribution for student
229. st from the menu that is displayed This selection allows you to add change print and delete your funds see Figure 3 12 The Reconcile button allows you to update your fund totals after you have restored your data Normally the funds will be updated interactively as a student s record is assigned the fund Canesty Selocted Furst Bere Fedes Perbes Leer Sunt Nasar Peries sha Type Loma App iene masai Linin Cancet Cantet Need Daret Yez 7m Account 1234503 Bersee Required No vi 2 L Seance Faders Stewerded No Theater 1 Pep bege Yer Aggregate Fund Liah Pype Amenmi gt mom oup Teta Fond Avaars tiw eted 2w Taral Fund Asan Acca ptet a Dersmori Nroretrsary Nete ter Penders Poderst Pertins Lows Decameron 2 Ne Oocemnat Spectied Document t We Docervent Spectied Deburserecets Ist 100N 06 5 Ire FON Wes tet CON SLOT ae tee OD ene Pecencte Figure 3 12 To add a fund to your list click Add and you will see the Add Fund screen Figure 3 13 On this screen you can specify information about each fund Caray awet Fad sng Feat Mawe Lip bo SE chatacters Set Fens Nura teed Type Genet Wet Fad Contented By tess Ober y Fest deroes amber heed Meot re Se POR et 12 chamecters emh oa sheer Deemed Sovia Regaine Ven me Cay Fant Semm gt better Bee Swedes Yer 1 We Repactage Fest Yey lt me Shaetenatn Aneque Fund Lint tome lien mmeh phia Swart Lsa drine a Uses
230. summer of lt Academic Year From gt or the lt Academic Year From gt lt Academic Year To gt academic year enter here an estimate of the amount of out of pocket expenses he she will incur as a result Only list what he she will actually pay Do not include the proceeds from any financial aid received from the institution he she is attending 242 Include Combined Assets Are you applying for financial aid at Harvard Law School 1 Yes 2 No If you answer yes please note the following requirements For each of the asset questions which follow you must list all of your assets whether they are held in an individual or joint account If you are married you are to provide all marital assets whether held individually by you or your spouse or held jointly by you and your spouse 242a Include Combined Assets Are you applying for financial aid at Yale University School of Medicine 1 Yes 2 No If you answer yes please note the following requirements For each of the asset questions which follow you must list all of your assets whether they are held in an individual or joint account If you are married you are to provide all marital assets whether held individually by you or your spouse or held jointly by you and your spouse 243 Description of Trusts If you have listed amounts in either the Contingent Trusts or Vested Trusts questions above please describe those assets here If you need more room please explain further in the
231. swer yes please describe your status in the Special Circumstances section 223 Intend to Work Do you intend to work during the lt Academic Year From gt lt Academic Year To gt academic year 1 Do not intend to work 2 Intend to work under the Federal Work Study program 3 Intend to work in a non Federal Work Study job c224 Loan Payments Do you have scheduled payments for education loans during the academic year 1 Yes 2No If you answer yes please provide loan type s and payment schedule in the Special Circumstances section c225 Completing Form Please indicate who is completing this form 1 Student 2 Student s spouse 3 Student s prospective spouse 4 Student s parent 5 Student s stepparent 6 Student s guardian 7 Other if your answer is other explain in the Special Circumstances section c226 Release Information to Spouse Do you authorize the financial aid officer to discuss your financial aid package and student account with your spouse 1 Yes 2 No 227 Release Information to Parents Do you authorize the financial aid officer to discuss your financial aid package and student account with your parents 1 Yes 2No c228 Other Real Estate year purchased Enter the year of purchase for any real estate other than your home that you own c229 Other Real Estate purchase price Enter the purchase price for any real estate other than your home that you own 109 Need Access School
232. t Adding Changing School Information and Signature Information You can customize information including school address and signature by scrolling down the TABLES RULES menu and selecting Letter Specifications In the dialog box that appears click on Review Update School Information see Figure 3 18 You can make changes to the school name and address and to the closing signature specifications On this screen you can also indicate formatting specifications such as whether to center information 24 Cetea Mame Maen erromerie ZIC 4 Sinopa OC 18 hee T Lh entity Bebi Memeitetiireys gt Cinder Scheel Marmeetditnr se Lah entity DnS parae Center rap omar Cm eg oper rot tes Chesing Easan rety gaaman Mame Lane Cred Vi Venema Cd Roe staat Figure 3 18 Replacing the Pre Loaded Letters Text and formatting for the following five letters are pre loaded into the Need Access Counselor Welcome First Missing Document Letter Followup Missing Document Letter Last Notice Missing Document Letter Award Letter No Award Letter If you want to maintain the titles used above but replace the text and or formatting from your own letters follow the steps below 1 Create your own letter using the guidelines on page 23 2 Scroll down the TABLES RULES menu and select Standard Letter Specifications see Figure 3 19 3 Click on the letter that you want to use and then click Select to the
233. t Section of the application online 2 The student can enter the parent information into the Parent Section of the application online 3 There are no additional fees for submitting parent data required by a school Application Processing Student Applications Applications received will be processed and posted to the school file mailbox downloaded within 24 business hours of receipt Applicants are permitted to update and resubmit their applications Note Schools are encouraged to direct applicants and or parents to update incomplete application at NeedAccess Org at any time School Output Options Schools receive applicant data from Access Group electronically via the Internet Note The Need Access Counselor is the only computer software program into which the student application information can be imported However the Need Access Counselor has been designed to export data in a variety of formats Schools download student applicant data and school reports directly from the Need Access School Download section of the Access Group Web site Once applications are processed the information will be posted there protected by a password This method allows you to gather this data whenever convenient Log In To access the online Need Access School Download Section of our Web site use the following address https www accessgroup org AppSecure School LoginMainMenu login aspx After you log in us
234. t children for whom the above tuition is paid INCOME EXCLUSIONS 3 4t Child Support Paid by Student and Spouse Enter the amount of child support paid in 2010 by the student and or spouse and the expected amount for 2011 3 4u Education Credits Received by Student and Spouse Enter the amount of education credits Hope and Lifetime Learning Tax Credit received by the student and or spouse in 2010 and the expected amount for 2011 from IRS form 1040 line 49 or IRS form 1040A line 31 3 4v Taxable Income Exchesion 2010 Enter the amount of Educational Financial Aid you received in 2010 ONLY IF IT WAS INCLUDED in any of the above entries such as Adjusted Gross Income Earned Income or Other Taxable Income May include earnings from Federal Work Stody teaching research assistantships or other need based work programs and grant and scholarship aid in excess of tuition fees books and supplies Include any combat pay received from W 2 box 12 Code Q EXPENSES Sa b Student s Income from Work Enter the total amount of income that the student expects to cam from work during cach time period listed Include all wages salaries tips and bonuses Include any self employment or farm carmings Enter the amount carned before any taxes are deducted Do not include any amount from federal work study 5c d Spouse s Income from Work Enter the total amount of income that the spouse expects to eam from work during eac
235. ta is always placed in a file name EXPORT DAT You choose the location of the file by specifying a file path in the same directory as your Need Access Counselor program and data files Unless you changed the default options when you originally loaded the system these files are stored in C NAC11 Importing You can import student data by selecting menu item Import Data from the MAIN MENU You are presented with a screen asking you to select the data file that you want to import Once you have selected the import file and clicked OK you will be presented with a screen listing the file layouts you have prepared using the Import Export File Layouts section of this software Select the file layout for the file you want to import from the list The applicant Social Security number must be one of the data items listed in the file layout and must of course be in the import file This number is used as the key to search for the matching record within the Need Access Counselor applicant data file If no matching record is found then all data items identified in the file layout are transferred from the import file to the Need Access applicant data file A few words of caution The file layout you select must accurately reflect the data file you are importing If the data file contains unexpected data you could corrupt your student data file It is a good practice to back up your applicant data files prior to importing data just in case ther
236. ta section This asset affects line 2 page 2 of the NAR Financial aid administrators may wish to compare the reported current market value of the home with the original purchase price to determine whether the current value appears reasonable Some families may overestimate the value of their home while others may underestimate the value Need Access uses the Federal Housing Index Multiplier Table to flag instances where the reported home value is not at the level that would be anticipated given the year the home was purchased Message 1 will appear on page 5 of the NAR in such cases However financial aid administrators should be cautious when using the Housing Index Multiplier flag because it is based on national averages and does not for instance distinguish among home values in various regions of the country Also given current economic conditions some metropolitan areas have experienced minimal growth or declines in residential housing prices and a family s lower estimate of its home value may be realistic The federal multipliers for both housing and commercial property are provided in Need Analysis Table 10 The Access Methodology normally includes 100 of the parents home equity in the asset calculations The user can choose to exclude a percentage of this equity for all parents These exclusion percentages are specified 35 by selecting Tables Rules then selecting Calculation Options and clicking Next Page to get to t
237. tate of legal residence 32z Income from non U S sources in 2010 Yes No Page 1 of 4 92 E Need Access Information Worksheets and Instructions Parent s Annual Income and Expense Figures Please complete the table by entering the annual amounts in whole dollars only 2010 2011 projected 33 34a Source of following U S tax figures Completed 1040A or 1040EZ Estimated 1040A or 1040EZ Tax return will not be filed Estimated 1040NR Completed 1040 Estimated 1040 Completed 1040NR 33 34b Number of exemptions 33 34c Adjusted gross income from IRS form 33 34d Itemized deductions 1040 Schedule A 33 34e U S income tax paid 33 34f Father s earned income from work 33 34g Mother s earned income from work 33 34h Interest income 33 34i Dividend income 33 34j Other taxable income Untaxed income and benefits 33 34k Earned income credit 33 34m Social Security benefits 33 34n AFDC TANF 33 340 Child support received 33 34p Other untaxed income benefits 33 34q Medical dental expenses 33 34r Elementary junior high high school tuition 33 34s Number of children paid for Income exclusions 33 34t Child support paid by you 33 34u Education credit received 33 34v Financial aid reported as income Parent s Asse
238. tem blank if uncertain about the institution to be attended 4148f Class in School in 2611 2012 List the grade or class of the houschold member for the 2011 2012 academic year Undergraduate examples Freshman Sophomore Junior Senior 5 year Graduate examples 1 yr grad 2 yr grad 3 yr grad 4 yr grad 5 yr grad Page 3 of 4 SSS SSS SSS or Need Access Information Worksheets and Instructions 41 48 Aid from Parents in 2011 2012 Enter the amount of educational financial assistance to be received by the household member from parents in 201 1 2012 4148h Institution Name in 2010 2011 Emer the name of the educational institution the household member attended is attending in 2010 201 41 48m Aid from Parents Last Year Enter the amount of any educational financial assistance received by the household member from the pa household member attended college Please respond to this item even if several years have passed since the household member attended college Ls for the mosi recent year that the 59 Special Circumstances Enter here any explanations of special circumstances that you believe may affect the financial aid decision for this applicant Page 4 of 4 91 Need Access Information Worksheets and Instructions needaccess 2011 2012 access group 9 Parent Information Worksheet This worksheet is for parents who prefer to prepare th
239. ter the total amount of direct financial assistance your parents have contributed toward your undergraduate and graduate professional education Include living expenses tuition transportation medical coverage and personal expenses c96 Parental Undergraduate Support Enter the approximate total amount of direct financial assistance your parents provided for your undergraduate education Include tuition and living expenses c97 UCLA Identification Number If you are currently enrolled at UCLA enter your 9 digit UCLA Identification Number c98 Alternate Financial Support If your name will appear as a dependent on the lt Prior Academic Year From gt IRS tax form of someone other than your parent s or legal guardian enter their full legal name and relationship to you c99 Prenuptial Agreement Have you signed a prenuptial agreement 1 Yes 2No When applying for institutional financial aid at the following schools you may not omit spousal asset and income data regardless of the terms of any prenuptial agreement Columbia University School of Art UCLA School of Law c100 Military Service Discharge Date If you previously served in a branch of the military enter the official date of discharge Enter your response in the form mm dd yy c101 Bristol or Plainville CT Native Are you a native of the city of Bristol CT or Plainville CT 1 Yes 2No For consideration of eligibility for certain scholarships at Yale University
240. tered click on the Report Name in the list to select it and then click Delete Report You will be presented with a message box asking you to confirm your delete request When you have finished reviewing changing your reports click OK Any changes you have made will be saved If you don t want to save any changes including new reports you may have created click Cancel Repem Mowe ISIFYMoed Accomm ETC Comparison Select Hapan Line Neat Revlable Rem Poasa i Figure 3 20 We recommend that you design a report layout on paper to help you visualize this process You can create up to 50 different reports To create a new report click on the Add New Report button This will bring up the Review Update Individual Report Specification screen and allow you to enter your new report you will need to indicate the Item Start Position which is the spacing between each column To change an existing detail line select it by clicking on it and then click on the Change Item button This will also bring up the Select Enter Item screen which will allow you to change the type of data element To delete an existing detail line select by clicking on it and then click Delete Item You can print the Report Specifications by clicking Print Spec Repos Mame EEWend Aaser ETC Comparison Sefect Repart Line J IRR Core He pert here Stent Pecition 1 ie fom Lenypte 1 Meet Aasiaa Mem Peeitione n mad Pere
241. the Standard File Layouts If you plan to use these Standard File Layouts for exporting data do not change or delete these entries which begin at Table 50 aan Exporting The files exported from the Need Access Counselor can either be a Fixed Position file where every data field is output in a specific location or a Comma Delimited file where every data field is separated from its neighbors by a comma This letter type of file is easily opened and analyzed in a program such as Excel You can export data for use in other systems by selecting menu item Export Data from the MAIN MENU You then need to specify the applicants to be included in the export file by setting your record selection criteria Once your criteria are set and you have clicked OK you will be presented with a screen listing the file layouts you have prepared in the Import Export File Layouts section of this software Select the file layout for the file you want to export from this list Some educational institutions use various computer systems to perform financial aid related processing Those users who wish to export data from the Need Access Counselor to other systems should use this function When data is exported from one computer system to another both systems must use the same file layout or arrangement of data in the export file The Need Access Counselor provides one Standard File Layout and you may add others as you wish The exported da
242. the US For consideration of eligibility for the Soros Fellowship at the University of California Berkeley School of Law CST024 Public Assistance Did or does your family qualify for public assistance If you answer yes please explain in the Special Circumstances section at the end of this application CST025 Entrepreneurial Business Development Do you have an interest in entrepreneurial business development targeting life sciences If you answer yes please explain in the Special Circumstances section at the end of this application CST026 Research Are you interested in research CST027 Medical Specialty of Pathology Are you currently interested in pursuing Pathology as a medical specialty CST028 Medical Specialty of Radiology Are you currently interested in pursuing Radiology as a medical specialty CST029 Physical Disability Do you have physical sensory or other health impairments Students who answer yes must be willing to disclose the specific nature of their disability to the financial aid office Students with physical sensory or other health impairments may be considered for the Jesse Ridley Scholarship at Wake Forest University School of Medicine CST030 Interested in Practice Areas If you receive a Dean s Merit Scholarship Award from NYU School of Law do you have a particular interest in any of the following practice Areas Criminal Law Environmental Law Housing and Urban Policy Law and Economics
243. tions for the parent analysis see page 34 To review the options for the student analysis see page 30 Recommendation While it is not required that you perform the following operations before loading student records into the Need Access Counselor we recommend adding this information now to save time later 4 Set Up Funds List and Packaging Rules You can list information about the various funds from which monies will be disbursed For each fund you can enter information such as the fund name the source of the fund student award limits and date s of disbursement s Once your list has been established you can determine the student assignment rules by which the monies will be disbursed from these funds See pages 20 21 for more information 5 Set Up Standard Letters The Need Access Counselor offers the option of printing correspondence that you have drafted for your students The Need Access Counselor stores five basic letters Welcome First Missing Document Letter Follow Up Missing Document Letter Last Notice Missing Document Letter Award Letter and No Award Letter You can create up to 250 template letters Once you have created your letters you can send letters to a group of students that you designate or you can send letters to individual students See pages 22 25 for more information Main Menu The options found under MAIN MENU are the functions you will use on a day to day basis to e Download
244. tribution from Adjusted Available Income If you select this option you must not select the Contribution from Available Discretionary Income override or the Contribution from Assets override 33 Option 6 Expected Family Contribution Rounding This option allows you to round the Expected Family Contribution EFC to a figure other then the nearest dollar Option 7 Student s Projected Cash Savings Option The Need Access calculation uses the cash savings checking available at the time of the student application This offers you the option to use the student s projected cash saving checking figures as of 9 1 10 in the 2010 2011 Estimated Federal and Access Calculations Estimated Year FM The estimated year FM is another institutional need analysis option provided by Need Access The results of this analysis are displayed in the fourth column of the NAR in the boxes labeled EST FED The estimate year FM uses the same estimate year income and tax allowances that are used in the Need Access analysis but the need analysis calculation uses a standard FM That is none of the special features of Need Access are incorporated e g home equity is not included and there is not a special allowance for medical expenses and the Calculation Options do not apply Documenting the Need Access and Estimated Year FM Analysis Concise systematic documentation is a requirement of student aid administration Documentation is also a f
245. ts Please complete the table by entering the amounts in whole dollars only Value Debt 36a Cash savings and checking accounts 36b c Home 36d If home is owned year purchased 36e Home purchase price 36f g Other real estate 36h i Investments 36j k Business 36ka Small family run business Yes No 36m n Farm 360 Family lives on farm Yes No 36p Retirement Accounts IRA Keogh etc Page 2 of 4 93 Ee I Need Access Information Worksheets and Instructions Parent s Household Expenses 39a Monthly rent mortgage amount 39b Local income and property taxes 39c Parents own lease a vehicle own lease own lease none 39d f Year Make Model 39g i Year Make Model 39j Total vehicle indebtedness as of December 31 2010 39k Total monthly vehicle payments Parent s Household Information 41 42 43 44 Father Mother Other 1 Other 2 a Name b Age c Relationship Student s parent Student s spouse Student s grandparent Student s brother sister Student s son daughter Other 2011 2012 Academic Year d College student Yes No e Institution name f Class in school g Aid from parents n Tuition and fees 2010 2011 Academic Year h Institution name m Aid from parents last year 45
246. tudent s and spouse s 2010 U S Income Tax Return e Parents and non custodial parent US Income Tax Form e Promissory note for Perkins loan f Cunenty Selected Dacument Nemciel Md Trmctets bem preewanty sierde Shot Moree PatdToses Peqered er Dabseeer Viranciel the Trewer yh hor prrvice sly seeded colleges Figure 3 10 The number of tracking documents and the students to whom they are assigned is completely up to you The system allows for the creation of up to 150 tracking documents To establish a list of documents select TABLES RULES from the Menu Bar then select menu item Tracking Document List from the pull down menu displayed This selection allows you to add change print and delete your documents see Figure 3 10 To add a new document click Add New Document Enter the name of the document and indicate whether the new document will be required for packaging or disbursement To change a document click on the document you want to change from the list of documents on the Review Update Tracking Document List screen Click Change Document and you can make your changes on the resulting Change Tracking Document screen You can set up Tracking Document Assignment Rules by Selecting TABLES RULES from the Menu Bar then selecting menu item Tracking Document Assignment Rules from the pull down menu displayed This selection allows you to change and print your Tracking Document Assignment Ru
247. tudent record selection criteria For more information see Creating Custom Reports on page 26 Import Data This function gives you the option to upload certain data into the Need Access system Export Data To export data from the Need Access Counselor to another computer system that performs financial aid related processing click on MAIN MENU option Export Data To select data for export click on the circles next to the appropriate options for each category and then click OK Further information regarding exporting data can be found by clicking on Help on this screen Display Statistics Rosters allows you to compile statistics for various reports When using this option click on the Student Selections Rules circles next to the appropriate options for each category and then click OK A statistical summary appears on the screen which presents you with the option of printing the Statistical Summary or a Cumulative Roster Figure 2 12 Export XML File New in 2010 you have the option to export your applicant data in the XML format y porrnson of fdecabored Taring Sarvi Actes Group Wry Figure 2 12a Special Batch Functions This function allows you to batch reassigned students with new documents batch post documents award statuses and print mailing labels It offers an optional report which lists students whose document list has been changed Back Up Restore Data This set
248. u can also establish rules for assigning budgets for various students for designating funding sources and for sending correspondence In most cases using rules simplifies processing by allowing you to establish criteria batch students by criteria and then perform functions for batches of students rather than having to perform functions for each student individually Failure to establish basic guidelines before loading applicant data may result in 1 The need to re process analyses if you add or change rules or 2 The need to perform operations on a student by student basis While it is most efficient to establish your rules from the beginning the Need Access Counselor allows you to add change or delete rules at any time Of course you can always override your established rules by manually performing functions for individual students who have special circumstances Understanding Applicant Selection Rules You can use the Applicant Selection Rules to choose applicant files for review or to perform batch operations for a group of selected applicants e g printing a list of third year applicants In this regard the Need Access Counselor performs much like a database A variety of data items are stored in the database and you can designate which data items you need to review or use Through the selection rules function you can create reports and select specific applicants to whom a rule will apply For example you can assig
249. ument Letter Last Notice Missing Document Letter Award Letter No Award Letter Pe a The paragraphs that make up these letters and their formatting have already been entered To revise a letter go to the TABLES RULES pulldown menu Scroll down and select Letter Specifications Click on Change Letter to make changes to an existing letter At the top of the Review Update Individual Letter Specification screen Figure 3 16 you will see that you can change the font type and size margins and student address to be included In the bottom left window you will see the skeleton of the letter or the print specifications including basic formatting of the letter e g line spacing names of the paragraph s included in the letter and data to be merged or inserted into the letter You can add change or delete this information by using the screen buttons to the right To insert a new data item or paragraph select one from the list of letter specification items e g cost of attendance Click Add Item After or Add Item Before depending on where you want to add the new information You will be presented with a list of data items that you may want to add to your letter In addition you can select from 20 special data items Click on the item you want to add and click OK For example if you wanted to add Tuition and Fees to your letter before Cost of Attendance you would 1 Click on Cost of Attendance from the letter spec
250. ur family AND does it have fewer than 100 employees 1 Yes 2 Np 66m Farm Value If you own a farm enter the current value of the farm Include the value of buildings machinery equipment livestock inventories etc Do not include the value of the home in this question Give home value above Ifyou are not the sole owner enter only your share of the farm value 6n Farm Debt Enter the amount currently owed on the farm Include only the present mortgage and related debts for which the farm is being used as collateral If you are not the sole owner enter only your share of the farm debt 660 Family Lives on Farm Enter the number corresponding to the answer to the question Is your family living on the farm 1 lt Yes 2 lt No 66p Retirement Accounts Value Emer the current value of parents retirement accounts including IRA Keogh and Roth accounts and employer based tax deferred pension and savings plans such as 401 k 403 b and 457 plans P ts H Expenses 69a Monthly Reat Mortgage Amount Enter the amount of the parents current monthly rent or mortgage payment 69b Local Income and Property Taxes Enter the total amount of local income and property taxes paid during 2010 6 Parent Owns or Leases a Vehicle Enter the number corresponding to the answer to the following questions Do es the student and spouse own or lease a vehicle 1 Own 2 Lease 3 Own Lease 4 None 6Xd i Year Make Model E
251. user also has the option to augment the Income Protection Allowance for selected applicants For students this additional allowance can be entered on student data screen s4 at the bottom right under the Add on heading During the Access Methodology calculation the Income and Asset Protection Allowances are calculated normally then any amount entered in these areas is added to the corresponding allowance Item 2 Living Expense Allowances During Periods of Non Enrollment Summer The Need Access analysis allows the school to include a special summer living allowance as an adjustment to reduce available income The allowance is based on the student s family size and is either the school s specified value or the student s reported summer living and other expenses in questions 9m 9n of the student data section whichever is less Selecting this option affects line 10 page 1 of the NAR Need Access will calculate the living allowance if the school posts it to the Budget List in the Counselor Software If non enrollment living expense figures are not provided Need Access will not include a summer living allowance in the Need Access analysis Item 3 Minimum Student Contribution This Need Access option allows users to specify minimum contribution amounts for the Need Access analysis Schools may specify different amounts based on individual students family circumstances or student enrollment information such as first year as listed on t
252. vid catia ae 29 IMPOMING sects nant seisis ciai 29 Determining Contributions for Independent Students Federal Methodology and Need Access Student Analysis Standard Features of the Need Access Student ANAlySis ceeseeseseeseceesensesenseeeeeseeenteneeeseeeeeneee 30 Need Access Student Analysis Options Selected by the INSUtUUON oie eins ea 31 Estimated Year FM cccccsccsscsssccscesescseeseesssessseecseeseesees 33 Documenting the Need Access and Estimated Year FM Analy SiS ciccctest neigh aera A ARE 33 Determining the Parents Contribution Federal Methodology and the Need Access Analysis Standard Features of the Need Access Parents Analysis aiiicawicnhcwnncda dene 34 Alternative Parents Contribution Information asese 35 Non Custodial Parent Information ccecsceseeeseeeeeeees 36 Need Access Parent Analysis Options Selected by the Institution sssrinin 36 The Need Access Program Need Access Counselor Welcome to the Need Access Counselor the school software component of Access Group s Need Access program The Need Access Counselor will help you gather and assess student financial aid application data allocate your institutional funds assign and track the receipt of student documents send correspondence and create customized reports It cannot be used for the official verification of Federal Title IV and Title VII educational funds the Free Application for Federal Student Aid FAFSA must b
253. xample of information that appears by clicking on Student Data You can go through the pages of each section by using the Go To Screen Next Screen and Prior Screen buttons e e ecaa Lo GA ja AL Sect Boies Mend Shadeet ir enestis Gein gt Py v Die aisi Bate ae Ton Peckoging Saem Siren lly seiten a Poia Gnburserentx Speciet Rei Po hinas A korm pea ete Eaurexpandicr functions Sereni _ SO Seed Access petal ie Nood Pir op Ek Rupert Page wt 011276119 Applicant 22 TEST S li vog pes Accessd 9601010063 pee s nin der s e PECOnts e Gtudeat Est Fod Access Est fee Est Fea Abbos 3003 m0 PD 10 01 10 11 Analysis Tepe REGULAR REGULAR hEGULAN REGULARA REGYLAR Adjusted Great Tanabie Inc 1 000 TS 200 bt tae 20 00 20 ote Untaxed tne a 4 a Inoove Exeteston 9 9 4 Tatal income 79 000 TS 200 be sas 20 ate 20 00 US income Tuxes 100 s 100 ewe a gt FICA Taxes 506 5a6 4 84 1 620 1 629 State an banat Tea 3 090 3 200 1 ata co Medical Dental Exp 4 260 e Ciimen TAE VIRA JANARIT Twit 1 400 Ere lo ment Allowance 3690 3890 gt 4 4 ng Allowance 26r Incore Praet ian Allowance 16 230 16 230 12 409 12 480 16 pea Tatal Allawances a6 416 at tan 26 376 14 Sea 2 te thea Lg darted tay sak N Ine 38 535 26 95 22 222 fam 1 630 Conttibulten Fr esr 2 106 1 609 Figure 2 4 Entering Updating Data Items When you are viewing a screen with applicant data student pa
254. xamples Freshman Sophomore Junior Senior 5 year Graduate examples 1 yr grad 2 yr grad 3 yr grad 4 yr grad 5 yr grad 71 78 Aid from Parents in 2011 2012 Enter the amount of educational financial assistance to be received by the household member from parents in 2011 2012 71 78h Institution Name in 2010 2011 Enter the name of the educational institution the houschold member attended is attending in 2010 2011 71 78m Ald from Parents Last Year Emer the amount of any educational financial assistance received by the household member from the parents for the most recent year that the household member attended college Please respond to this item even if several years have passed since the household member attended college Parent s Special Circumstances 79 Special Circumstances Enter here any explanations of special circumstances that you believe may affect the financial aid decision for this applicant Page 4 of 4 Need Access Information Worksheets and Instructions needaccess 2011 2012 access group 9 Non Custodial Parent Information Worksheet This worksheet is for parents who prefer to prepare their financial data on paper before entering the information in the Need Access Application at www needaccess org Do not send your worksheet to Access Group If parents are separated or divorced the main supporting parent and stepparent if applicable should complete the PAREN
255. xcludes this allowance in calculation option 3 Table 4 using age of student and student s marital status 21 Discretionary Net Worth Subtract Line 20 from Line 19 may be negative 22 Conversion Percentage Enter 7 or School Specified Percentage or If school elects calculation option 2 use 100 divided by years to graduation 23 Income Supplement Line 21 x Line 22 Worksheet 6 2011 2012 Student s Analysis Need Access Page 3 73 eee Need Access Calculation Worksheets 24 Contribution from Assets Use Line 23 and Table 6 zero if negative i e use Income Supplement in table 6 as though it were the AAT Divide result by student s family members in college or If school elected calculation option 4 use Line 23 and Table 8 zero if negative Divide result by student s family members in college 25 Adjusted Available Income AAT Add Line 13 and Line 23 may be negative 26 Contribution from AAI Use Line 25 in Table 6 zero if negative Divide result by student s family members in college Or If school selects Calculation Option 5 use revised Percentage Amount Divide result by student s family members in college Set line 14 equal to line 26 less line 24 zero if negative 27 Estimated Access Methodology 9 Month Contribution for Student Sum of lines 14 and 24 If result is greater than 99 999 set it to 99 999 28 Estimated Acce
256. xpected amount for 2011 from IRS tax form 1040 line 49 or IRS form 1040A line 31 63 4v Taxable Income Exclusion 2010 Enter the amount of Educational Financial Aid you received in 2010 ONLY IF IT WAS INCLUDED in any of the above entries such as Adjusted Gross Income Earned Income or Other Taxable Income May include carnings from Federal Work Study teaching research assistantships ar other need based work programs and grant and scholarship aid in excess of tuition fees books and supplies Include any combat pay received from W 2 box 12 Cade Q Page 2 of 4 97 al Need Access Information Worksheets and Instructions Parent s Assets 66a Cash Savings and Checking Accounts Enter the amount of money in cash savings and checking accounts as of today 66b Home Value Enter the current value of the home Use the price that would be placed on the home if it went on sale today Do not use assessed insured or tax value A home includes a house mobile home condominium etc Renters enter 0 66c Home Debt Emer the amount currently owed on the home including the present mortgage and related debts on the home Do not include interest due on the mortgage Check with the mortgage company if unsure of the amount owed 66d Year Home Purchased If the parents own a home enter the original purchase price of the home 66c Home Purchase Price If the parents own a home enter the origi
257. y owed on the business Include only the present mortgage and related debts for which the business is being used as collateral If you are not the sole owner enter only your share of the business debt 36ka Small family run business Is the business which is listed here operated by your family AND does it have fewer than 100 employees 1 Yes 2 No 36m Farm Value If you own a farm enter the current valuc of the farm Include the value of buildings machinery equipment livestock inventories ete Do not include the value of the home in this question Give home value above Ifyou are not the sole owner enter only your share of the farm value 36n Farm Debt Emer the amount currently owed on the farm Include only the present mortgage and rebated debts for which the farm is being used as collateral If are not the sole owner enter only your share of the farm debt 360 Family Lives on Farm Enter the number corresponding to the answer to the question Is your family living on the farm Ll lt Yes 2 No 36p Retirement Accounts Valuc Enter the current value of parents retirement accounts including IRA Keagh and Roth accounts and employer based tax deferred pension and savings plans such as 401 k 403 b and 457 plans PARENT S HOUSEHOLD EXPENSES 39a Monthly Reat Mortgage Amount Enter the amount of the parents current monthly rent or mortgage payment 39b Local Income and Property Taxes Enter the total
258. you have found all the data items needed click Exit Section Creating the File Layout 1 Click Tables Rules 2 Click Import Export File Layouts 3 Click Add New Layout 4 In top line File Layout Name type in the name of your report Click Add Item After 6 Click on the down arrow and begin to type the first field name or scroll to reach the item 7 Click OK Click Add Item After to repeat this process until all the fields are listed in the report 9 Click Done d Exporting the Layout to Excel 1 Click Main Menu 2 Click Export Data 3 The Specify Applicant Records Selection Criteria screen appears if you want to select only certain groups of applicants Click OK 4 The list of reports appear select the report layout to export and click OK 5 A window will appear Rename the field name to something familiar to you 6 Click Open window will disappear 26 7 Open Excel and locate the file note you need to click on All Files in the bottom drop down box 8 Click on the file name and Open or double click Creating a Report for a Single Data Item 1 Open the 2011 2012 Need Access Counselor Click Main Menu Click Review Update Applicant Data Click Select button on right column a a In the middle of the screen is a section Sort Selected Records Change the radio button to by Data Item Click down arrow to display list of data Select data item E a E i Screen defaults to increasing m
259. you make There are six Conditions Is Equal To Is Not Equal To Is Greater Than Is Less Than Is Not Greater Than and Is Not Less Than After selecting the Condition you must enter the Second Data Item Constant etc to complete the comparison This Rule Element may be in the form of a list of Data Items from the Second Data Item Constant etc menu or it may be a Constant that you enter such as a number or a character series e g 10 000 or NY For example if the Action is If and the First Data Item Constant etc is Stu App 2d Year in Grad Prof School and the Condition is Is Equal To then you might enter First yr from the list provided in the Second Data Item Constant etc menu If the Action is Or or And the Rule Line will be a Simple Condition that is part of a larger Compound Condition That is a Rule Line with an Action of Or or And must be preceded by a Rule Line with an Action of If Or or And If the Action is Select Applicant no other Rule Elements apply for that Rule Line If the Action is Exit Rules no other Rule Elements apply for that Rule Line An Exit Rules line may be used to stop later Rule Steps from being executed Rules have a number of additional Actions available These additional Actions are primarily used in Funds Packaging Rules but may also be used in other types of Rules If you want to review these mathematical Action functions see the HELP menu Understanding and Using Rules Phext Dat

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