Reference Form Data Entry Guidelines

Field Name

Required?

Size/Format

Edits Performed (or Recommendations)

Title

Optional

Select value from drop-down list

Enter the title of the personal reference.

First Name

Required

15 characters; alphanumeric

Enter the first name of the personal reference

Initial

Optional

1 character; alphanumeric

Enter the middle initial of the personal reference, if available.

Last Name

Required

20 characters; alphanumeric

Enter the last name of the personal reference.

Suffix

Optional

Select value from drop-down list

Enter a suffix for the reference’s name, if appropriate.

SSN

Optional

9 numeric characters

The social security number of the personal reference. The format must be "nnnnnnnnn" or "nnn-nn-nnnn" .

Sex

Optional

Select value from drop-down list

Enter the gender.

Relationship

Optional

Select value from drop-down list

Enter the personal references’ relationship to the borrower.

Citizen

Optional

Select value from drop-down list

Indicate if the reference is a U.S. or non-U.S. citizen.

Occupation

Optional

20 characters; alphanumeric

Type in the reference’s occupation. Example: Systems Analyst.

Marital Status

Optional

Select value from drop-down list

Select the marital status of the reference.

Employer

Optional

20 characters; alphanumeric

Indicate who employs the reference.

Known Since

Required

10 characters

If entered, format must be "mm/dd/yyyy".

Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information.

Notepad

Optional

Unlimited size.

Make any notes you want to associate with this reference.