Overview
This document details the Microsoft Word merge fields that can be included in Financial Aid (FINA) letter templates.
Contents
FINA Merge Fields
The following merge fields are available in all letters in the FINA Administrative Function.
| New or Changed | MS Word Merge Field | Example of what prints |
|---|---|---|
|
FinaInst |
"UMICH" |
|
|
FinaInstDE |
"University of Michigan" |
|
|
FinaInstDS |
"U of Mich" |
|
|
AidYear |
"2018" |
|
|
AidYearDE |
"Financial Aid Year 2018-2019" |
|
|
AidYearDS |
"2018-2019" |
|
|
FedEFC |
"$0" |
|
|
EFCStatus |
"O" |
|
|
EFCStatusXL |
"Official" |
|
|
EFCStatusXS |
"Official" |
|
|
InstEFC |
"$0" |
|
|
FedNeedBaseAid |
"$14,030.00" |
|
|
InstNeedBaseAid |
"$0.00" |
|
|
FedYearCOA |
"$17,659" |
|
|
InstYearCOA |
"$17,659" |
|
|
PellYearCOA |
"$17,659" |
|
|
FedNeed |
"$17,659.38" |
|
|
InstNeed |
"$17,659.38" |
|
|
FedUnmetNeed |
"$3,629.38" |
|
|
FedOvrawdAmt |
"$0.00" |
|
|
InstUnmetNeed |
"$17,659.38" |
|
|
InstOvrawdAmt |
"$0.00" |
|
|
FedParentContrb |
"$0" |
|
|
InstParentContrb |
"$0" |
|
|
FedStdntContrb |
"$0" |
|
|
InstStdntContrb |
"$0" |
|
|
InstDependStat |
" " |
|
|
InstDependStatXL |
" " |
|
|
InstDependStatXS |
" " |
|
|
FedDependStat |
"I" |
|
|
FedDependStatXL |
"Independent" |
|
|
FedDependStatXS |
"Indepndnt" |
|
|
TableID1 |
"1" |
|
|
AcadCareerXL1 |
"UNDRGRAD - Undergraduate" |
|
|
AcadCareerXS1 |
"Undergrad" |
|
|
ProcessingStatusXL1 |
"Ready for Packaging" |
|
|
ProcessingStatusXS1 |
"Rdy to Pkg" |
|
|
VerficatonStatusXL1 |
"Required to be Performed" |
|
|
VerficatonStatusXS1 |
"Required" |
|
|
ReviewStatusXL1 |
"Incomplete" |
|
|
ReviewStatusXS1 |
"Incomplete" |
|
|
ScholarshipStatusXL1 |
"Not Evaluated" |
|
|
ScholarshipStatusXS1 |
"Not Eval" |
|
|
PackagingMethodXL1 |
"Counselor Packaged" |
|
|
PackagingMethodXS1 |
"Counselor" |
|
|
PkgPlanID1 |
"10 F&W" |
|
|
PkgPlanIDDE1 |
" " |
|
|
PkgPlanIDDS1 |
" " |
|
|
SATAcademicPrgXL1 |
"Meeting Sat Acadm Progress" |
|
|
SATAcademicPrgXS1 |
"Meets SAP" |
|
|
DisbursementHoldXL1 |
" " |
|
|
DisbursementHoldXS1 |
" " |
|
|
Counselor1 |
" " |
|
|
CounselorName1 |
" " |
|
|
CounselorNamePrefix1 |
" " |
|
|
CounselorNameSuffix1 |
" " |
|
|
CounselorNameResult1 |
" " |
|
|
CounselorFirstName1 |
" " |
|
|
CounselorMiddleName1 |
" " |
|
|
CounselorLastName1 |
" " |
|
|
CommunityServiceXL1 |
"Not Community Service" |
|
|
CommunityServiceXS1 |
"Not CS" |
|
|
QAVerfSelectXL1 |
"Non Select" |
|
|
QAVerfSelectXS1 |
"Non Select" |
|
|
QASelectedXL1 |
"Not Selected as QA Sample" |
|
|
QASelectedXS1 |
"Not QA" |
|
|
AidAppStatusXL1 |
"Application Active for All Aid" |
|
|
AidAppStatusXS1 |
"Active" |
|
|
TableID2 |
" " |
|
|
AcadCareerXL2 |
" " |
|
|
AcadCareerXS2 |
" " |
|
|
ProcessingStatusXL2 |
" " |
|
|
ProcessingStatusXS2 |
" " |
|
|
VerficatonStatusXL2 |
" " |
|
|
VerficatonStatusXS2 |
" " |
|
|
ReviewStatusXL2 |
" " |
|
|
ReviewStatusXS2 |
" " |
|
|
ScholarshipStatusXL2 |
" " |
|
|
ScholarshipStatusXS2 |
" " |
|
|
PackagingMethodXL2 |
" " |
|
|
PackagingMethodXS2 |
" " |
|
|
PkgPlanID2 |
" " |
|
|
PkgPlanIDDE2 |
" " |
|
|
PkgPlanIDDS2 |
" " |
|
|
SATAcademicPrgXL2 |
" " |
|
|
SATAcademicPrgXS2 |
" " |
|
|
DisbursementHoldXL2 |
" " |
|
|
DisbursementHoldXS2 |
" " |
|
|
Counselor2 |
" " |
|
|
CounselorName2 |
" " |
|
|
CounselorNamePrefix2 |
" " |
|
|
CounselorNameSuffix2 |
" " |
|
|
CounselorNameResult2 |
" " |
|
|
CounselorFirstName2 |
" " |
|
|
CounselorMiddleName2 |
" " |
|
|
CounselorLastName2 |
" " |
|
|
CommunityServiceXL2 |
" " |
|
|
CommunityServiceXS2 |
" " |
|
|
QAVerfSelectXL2 |
" " |
|
|
QAVerfSelectXS2 |
" " |
|
|
QASelectedXL2 |
" " |
|
|
QASelectedXS2 |
" " |
|
|
AidAppStatusXL2 |
" " |
|
|
AidAppStatusXS2 |
" " |
Base Merge Fields
The following merge fields are available in all letters, regardless of the Administrative Function.
| New or Changed | MS Word Merge Field | Example of what prints |
|---|---|---|
|
LetterPrintedDT |
"January 1, 2018" |
|
|
OrigCommYN |
"Y" |
|
|
CCsYN |
"N" |
|
|
ID |
"12345678" |
|
|
Seq3C |
"2" |
|
|
SAIDType |
"P" |
|
|
not used |
JointComm |
"N" |
|
CommEmplIDRelated |
" " |
|
|
CommDTTM |
"01-JAN-2018_11:01:08_AM" |
|
|
CommCategory |
"BUSARQ" |
|
|
CommCategoryDE |
"BUS-Req Addl Miss Mat/Info" |
|
|
CommCategoryDS |
"BUS-ReqInf" |
|
|
CommContext |
"BUSMIL" |
|
|
CommContextDE |
"Missing Informatn Ltr-Chklst" |
|
|
CommContextDS |
"MisInfLtr" |
|
|
CommMethod |
"L" |
|
|
CommMethodXL |
"Letter" |
|
|
CommMethodXS |
"Letter" |
|
|
CommDeptID |
"380000" |
|
|
CommDeptIDDE |
"School of Business Admin" |
|
|
IncludeEncl |
"Y" |
|
|
EnclCd1 |
"XXA" |
|
|
EnclCdDE1 |
"Test Enclose Code Letter" |
|
|
EnclCdDS1 |
"Encl Code" |
|
|
EnclType1 |
"S" |
|
|
EnclTypeXL1 |
"Softcopy" |
|
|
EnclTypeXS1 |
"Softcopy" |
|
|
EnclComment1 |
"Sample Enclosure comment. This text is entered under Enclosures on the Communication Management 1 Page." |
|
|
EnclCd2 |
" " |
|
|
EnclCdDE2 |
" " |
|
|
EnclCdDS2 |
" " |
|
|
EnclType2 |
" " |
|
|
EnclTypeXL2 |
" " |
|
|
EnclTypeXS2 |
" " |
|
|
EnclComment2 |
" " |
|
|
EnclCd3 |
" " |
|
|
EnclCdDE3 |
" " |
|
|
EnclCdDS3 |
" " |
|
|
EnclType3 |
" " |
|
|
EnclTypeXL3 |
" " |
|
|
EnclTypeXS3 |
" " |
|
|
EnclComment3 |
" " |
|
|
EnclCd4 |
" " |
|
|
EnclCdDE4 |
" " |
|
|
EnclCdDS4 |
" " |
|
|
EnclType4 |
" " |
|
|
EnclTypeXL4 |
" " |
|
|
EnclTypeXS4 |
" " |
|
|
EnclComment4 |
" " |
|
|
EnclCd5 |
" " |
|
|
EnclCdDE5 |
" " |
|
|
EnclCdDS5 |
" " |
|
|
EnclType5 |
" " |
|
|
EnclTypeXL5 |
" " |
|
|
EnclTypeXS5 |
" " |
|
|
EnclComment5 |
" " |
|
|
EnclCd6 |
" " |
|
|
EnclCdDE6 |
" " |
|
|
EnclCdDS6 |
" " |
|
|
EnclType6 |
" " |
|
|
EnclTypeXL6 |
" " |
|
|
EnclTypeXS6 |
" " |
|
|
EnclComment6 |
" " |
|
|
EnclCd7 |
" " |
|
|
EnclCdDE7 |
" " |
|
|
EnclCdDS7 |
" " |
|
|
EnclType7 |
" " |
|
|
EnclTypeXL7 |
" " |
|
|
EnclTypeXS7 |
" " |
|
|
EnclComment7 |
" " |
|
|
EnclCd8 |
" " |
|
|
EnclCdDE8 |
" " |
|
|
EnclCdDS8 |
" " |
|
|
EnclType8 |
" " |
|
|
EnclTypeXL8 |
" " |
|
|
EnclTypeXS8 |
" " |
|
|
EnclComment8 |
" " |
|
|
EnclCd9 |
" " |
|
|
EnclCdDE9 |
" " |
|
|
EnclCdDS9 |
" " |
|
|
EnclType9 |
" " |
|
|
EnclTypeXL9 |
" " |
|
|
EnclTypeXS9 |
" " |
|
|
EnclComment9 |
" " |
|
|
EnclCd10 |
" " |
|
|
EnclCdDE10 |
" " |
|
|
EnclCdDS10 |
" " |
|
|
EnclType10 |
" " |
|
|
EnclTypeXL10 |
" " |
|
|
EnclTypeXS10 |
" " |
|
|
EnclComment10 |
" " |
|
|
EnclosureCount |
"1" |
|
|
CommOrgContact |
"0" |
|
|
CommOrgLocation |
"0" |
|
|
CommOrgDepartment |
"0" |
|
|
CommComments |
"Sample Communication Comments. This text is entered on the Communication Management 1 page." |
|
|
CommSignerId |
"98765432" |
|
|
SigNameType |
"PRI" |
|
|
SigNamePart |
"U" |
|
|
SigName |
"Test,John B" |
|
|
SigNamePrefix |
" " |
|
|
SigLastNameSrch |
"TEST" |
|
|
SigFirstNameSrch |
"JOHN" |
|
|
SigNameSuffix |
" " |
|
|
SigNameResult |
"John B Test" |
|
|
SigFirstName |
"John" |
|
|
SigMiddleName |
"B" |
|
|
SigLastName |
"Test" |
|
|
SigNameTitle |
" " |
|
|
CommSignerTitle |
"Assistant Director" |
|
|
SignerEmail |
"johntest@umich.edu" |
|
|
Disabled |
"No" |
|
|
MarStatusXL |
"Unknown" |
|
|
MarStatusXS |
"Unknown" |
|
|
BirthDate |
"May 25, 1995" |
|
|
BirthPlace |
"Toulouse" |
|
|
BirthCountryDE |
"France" |
|
|
BirthStateDE |
" " |
|
|
CitizenShipStatusDE |
"Non-Resident Alien" |
|
|
CitizenShipStatusDS |
"Non Res." |
|
|
CitizenshipCountry |
"FRA" |
|
|
CitizenshipCountryDE |
"France" |
|
|
VisaPermitType |
"J1" |
|
|
VisaPermitTypeDE |
"Exchange Visitor" |
|
|
CampusID |
"FATESTXX" |
|
|
SINOA |
"000399999" |
|
|
DisabledVet |
"No" |
|
|
EthnicGroupXL |
"Black/African-American" |
|
|
EthnicGroupXS |
"Black" |
|
|
MilitaryStatXL |
"Not indicated" |
|
|
MilitaryStatXS |
"Not Indic." |
|
|
SIN |
" " |
|
|
CanAboriginal |
"No" |
|
|
CanVisblMinorityXL |
"Not a Visible Minority" |
|
|
CanVisblMinorityXS |
"Not Visibl" |
|
|
Sex |
"M" |
|
|
SexXS |
"Male" |
|
|
not used |
OrgDescr |
" " |
|
not used |
OrgDescr50 |
" " |
|
not used |
OrgDescrShort |
" " |
|
not used |
OrgLocation |
" " |
|
SalutNameType |
"PRF" |
|
|
SalutNamePart |
"U" |
|
|
SalutName |
"Thomas,Theodore A" |
|
|
SalutNamePrefix |
" " |
|
|
SalutNamePrefixDE |
" " |
|
|
SalutNamePrefixDS |
" " |
|
|
SalutLastNameSrch |
"THOMAS" |
|
|
SalutFirstNameSrch |
"THEODORE" |
|
|
SalutNameSuffix |
" " |
|
|
SalutNameSuffixDE |
" " |
|
|
SalutNameSuffixDS |
" " |
|
|
SalutNameResult |
"Theodore A Thomas" |
|
|
SalutNameResult2 |
" " |
|
|
SalutFirstName |
"Theodore" |
|
|
SalutMiddleName |
"A" |
|
|
SalutLastName |
"Thomas" |
|
|
AddrNameType |
"PRF" |
|
|
New |
SalutNameInitials |
|
|
New |
SalutNameRoyalPrefix |
|
|
New |
SalutNameRoyalSuffix |
|
|
New |
SalutSecondLastName |
|
|
New |
SalutSecondLastSrch |
|
|
New |
SalutNameAc |
|
|
New |
SalutPrefFirstName |
|
|
New |
SalutPartnerLastName |
|
|
New |
SalutPartnerRoyPrefx |
|
|
not used |
SalutLastNamePrefNld |
|
|
New |
SalutNameDisplay |
“Theodore A Thomas” |
|
New |
SalutNameFormal |
“Theodore A Thomas” |
|
not used |
SalutInitialsNld |
|
|
not used |
SalutFirstNameNld |
|
|
not used |
SalutLastNameNld |
|
|
AddrNamePart |
"U" |
|
|
AddrName |
"Thomas,Theodore A" |
|
|
AddrNamePrefix |
" " |
|
|
AddrNamePrefixDE |
" " |
|
|
AddrNamePrefixDS |
" " |
|
|
AddrLastNameSrch |
"THOMAS" |
|
|
AddrFirstNameSrch |
"THEODORE" |
|
|
AddrNameSuffix |
" " |
|
|
AddrNameSuffixDE |
" " |
|
|
AddrNameSuffixDS |
" " |
|
|
AddrNameResult |
"Theodore A Thomas" |
|
|
AddrNameResult2 |
" " |
|
|
AddrFirstName |
"Theodore" |
|
|
AddrMiddleName |
"A" |
|
|
AddrLastName |
"Thomas" |
|
|
New |
AddrNameInitials |
|
|
New |
AddrNameRoyalPrefix |
|
|
New |
AddrNameRoyalSuffix |
|
|
New |
AddrSecondLastName |
|
|
New |
AddrSecondLastSearch |
|
|
New |
AddrNameAc |
|
|
New |
AddrPrefFirstName |
|
|
New |
AddrPartnerLastName |
|
|
New |
AddrPartnerRoyPrefix |
|
|
not used |
AddrLastNamePrefNld |
|
|
New |
AddrNameDisplay |
“Theodore A Thomas” |
|
New |
AddrNameFormal |
“Theodore A Thomas” |
|
not used |
AddrInitialsNld |
|
|
not used |
AddrFirstNameNld |
|
|
not used |
AddrLastNameNld |
|
|
not used |
OrgContactName |
" " |
|
not used |
OrgJobTitle |
" " |
|
not used |
OrgDeptDE |
" " |
|
not used |
OrgDeptDS |
" " |
|
not used |
OrgLocationDE |
" " |
|
not used |
OrgLocationDS |
" " |
|
Line1 |
"Theodore A Thomas" |
|
|
Line2 |
"123 Main St." |
|
|
Line3 |
"Ann Arbor MI 48103" |
|
|
Line4 |
" " |
|
|
Line5 |
" " |
|
|
Line6 |
" " |
|
|
Line7 |
" " |
|
|
Line8 |
" " |
|
|
Line9 |
" " |
|
|
Line10 |
" " |
|
|
Line11 |
" " |
|
|
AddressUsageType |
"Address" |
|
|
Address1 |
"123 Main St." |
|
|
Address2 |
" " |
|
|
Address3 |
" " |
|
|
Address4 |
" " |
|
|
City |
"Ann Arbor" |
|
|
InCityLimit |
" " |
|
|
County |
" " |
|
|
State |
"MI" |
|
|
StateDE |
"Michigan" |
|
|
Postal |
"48103" |
|
|
PostalSort |
"481030000000" |
|
|
Postal5 |
"48103" |
|
|
Country |
" " |
|
|
CountryDE |
"United States" |
|
|
not used |
Num1 |
" " |
|
not used |
Num2 |
" " |
|
HouseType |
" " |
|
|
not used |
AddrField1 |
" " |
|
not used |
AddrField2 |
" " |
|
not used |
AddrField3 |
" " |
|
not used |
GeoCode |
" " |
|
EmailID |
"theodorethomas@mail.com" |
|
|
NUW1EmailID |
"theodorethomas@mail.com" |
|
|
CC1 |
" " |
|
|
CC2 |
" " |
|
|
CC3 |
" " |
|
|
CC4 |
" " |
|
|
CC5 |
" " |
|
|
RecipientRelationNbr |
" " |
|
|
RecipientIDRelated |
" " |
|
|
RecipientName |
" " |
Checklist Data
Up to 50 checklist items can be extracted per letter. For each checklist item, the data file shows the Item Status (e.g. “I” for Initiated) along with a 30-character, a 10-character, and an optional 2000-character description. Merge fields are present for all 50 items even when the items are blank.
| New or Changed | MS Word Merge Field | Example of what prints |
|---|---|---|
|
ItemStatus1 |
"I" |
|
|
not used |
AssocID1 |
" " |
|
not used |
AssocName1 |
" " |
|
ItemDE1 |
"Calculus Required" |
|
|
ItemDS1 |
"Calc Req" |
|
|
ItemDL1 |
"Please note your admission is based on the condition you take a calculus course before enrolling next fall. This course can be taken at any institution offering a college-level course covering integral and differential calculus. You must earn a grade of C or better and provide us with a transcript by August 15, 2018. If not received by that date, we will withdraw our offer of admission." |
|
|
ItemStatus2 |
" " |
|
|
not used |
AssocID2 |
" " |
|
not used |
AssocName2 |
" " |
|
ItemDE2 |
" " |
|
|
ItemDS2 |
" " |
|
|
ItemDL2 |
" " |
|
|
...same 6 fields repeated for a total of 50 items. |
||
|
ItemStatus50 |
" " |
|
|
not used |
AssocID50 |
" " |
|
not used |
AssocName50 |
" " |
|
ItemDE50 |
" " |
|
|
ItemDS50 |
" " |
|
|
ItemDL50 |
" " |