2009-2010 Application Processing Update Michele Brown
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Transcript of 2009-2010 Application Processing Update Michele Brown
2009-2010 Application Processing Update
Michele BrownDirector of Applicant Products and
Customer Service
Marilyn LeBlancDirector of Application Processing
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Today’s Topics
The Free Application for Federal Student Aid – The College Cost Reduction and Access Act– Post 9/11 GI Bill– Additional Changes
Processing Statistics
FAFSA on the Web Enhancements
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Today’s Topics
FAA Access to CPS Online Need Analysis and New Application
Edits 2009-10 Institutional Student
Information Record (ISIR) Other Important News Important 2009-10 Dates
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Dependency Status Criteria
CCRAA ChangesEffective for 2009-10
Adds to Independent Student Definition– Emancipated Minors– Legal Guardianship
Impact to FAFSA Adds question for
emancipated minors and a question for individuals under legal guardianship
Both require a determination from a court in the student’s state of legal residence
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Dependency Status Criteria
CCRAA ChangesEffective for 2009-10 Adds to Independent Student
Definition– Individuals in foster care after the
age of 13 Changes criteria for orphans &
dependents/wards of the court to be considered independent. Must now be age 13 or older.
Impact to FAFSA
Question about orphans and dependents/ward of the court updated to include foster care
Added criteria for age 13 or older
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Dependency Status Criteria
CCRAA ChangesEffective for 2009-10
Adds to Independent Student Definition
– Homeless Unaccompanied Youths– Youths at Risk of Homelessness
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Dependency Status CriteriaImpact to FAFSA Adds questions for students that meet the homeless
unaccompanied youth criteria established in the McKinney-Vento Homelessness Act and the Runaway and Homeless Youth Act
Students should have a determination from a homeless liaison, HUD emergency shelter, runaway or homeless center, or transitional living program
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TEACH Grant
CCRAA ChangesEffective for 2008-09 Created the Teacher
Education Assistance for College and Higher Education (TEACH) Grant
Impact to FAFSA New question added to
provide colleges with information on students that are interested in the TEACH Grant
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Qualified Education Benefits (529 Plans)
CCRAA ChangesEffective for 2009-10 Qualified Education
Benefit (529 Plan) owned by the student is an asset of the parent
Distributions from 529 Plans are excluded from other financial assistance
Impact to FAFSA
Instructions for investments update
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Federal Means Tested Benefits
CCRAA ChangesEffective for 2009-10 Increases time for
federal means tested benefits to 24 months
Impacts SNT and auto-zero EFC eligibility criteria
Impact to FAFSA
Questions for independent student and parents updated to account for two years instead of one
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Dislocated Worker
CCRAA ChangesEffective for 2009-10
Adds Dislocated Worker as eligibility criteria for SNT/Auto Zero EFC
Impact to FAFSA Questions for
independent student and parents added
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Worksheets A, B and C
CCRAA ChangesEffective for 2009-10 Excludes the following
from Worksheet A and B– Earned Income Credit– Additional Child Tax credits– Welfare payments– Untaxed Social Security
Benefits– Special Fuel Tax Credit– Excluded foreign income
Impact to FAFSA Worksheet A deleted Eliminates foreign
income exclusions and credit for federal tax on special fuels from Worksheet B
Worksheet questions will become individual data elements and each data element will be listed on the ISIR
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Worksheet B now titled “Untaxed Income” – Q47 for student and Q95 for parent
Worksheet C now titled “Additional Financial Information” – Q46 for student and Q94 for parent
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Veterans Benefits
Post 9/11 GI Bill ChangesEffective for 2009-10 Provides educational
assistance to individuals who have served on active duty on or after 9/11/2001
Impact to FAFSA Veterans questions
have been changed to determine the type of veterans education benefits a student receives
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Additional Changes to the FAFSA Dependency questions reordered to improve flow
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Additional Changes to the FAFSA
Reordered Housing Plan options
Added data element for parents’ e-mail address
Changed the response options for Selective Service registration question
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Additional Information
Paper Format– Instructions – 4 pages– Application – 6 pages
Pantone Colors– Parents: Purple Pantone 263– Students: Green Pantone 390C
Federal Register posting of draft FAFSA on August 22, 2008
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Application Processing Statistics Week 39 (As of September 29, 2008)
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Paper and PDF Submissions As of September 19, 2008
Submission Type Quantity
-Printed Paper FAFSA 76,465
-Spanish Printed Paper FAFSA 3,193
Total Paper Received 79,658
Submission Type Quantity
PDF FAFSA 55,342
Spanish PDF FAFSA 1,153
Total PDFs Received 56,495
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FAFSA Distribution Strategy
FAFSA on the Web Worksheet– Available for order through FSAPubs– Available for download on www.fafsa.ed.gov
PDF FAFSA– Available for download on
www.FederalStudentAid.ed.gov Paper FAFSA
– Available to students through FSAIC (1-800-4-FED-AID)
– Limited quantities available by special request to schools and delivery partners through FSAPubs
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FAFSA on the Web Enhancements Students who are unable to provide
parental data will be able to submit their application through FOTW by indicating they have a special circumstance
– Application can be submitted for processing and all appropriate matches will be performed
– No EFC will be calculated– These records will have a “special
circumstances” flag
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FAFSA on the Web Enhancements ACG Eligibility extended to eligible
noncitizens for payment periods beginning on or after July 1, 2009– FOTW updated to present ACG
question to eligible noncitizens who also meet other ACG eligibility criteria
– FOTW updated for 2009-10
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FAFSA on the Web Enhancements Students will be able to reset their passwords online and through FSAIC
Students who save their application and do not submit, will receive reminders – Students with an e-mail address –
• Will be e-mailed after 7 days and after 14 days– Students without an e-mail address -
• Will be mailed a letter after 7 days
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Today’s Topics FAA Access to CPS Online Need Analysis and New Application Edits 2009-10 Institutional Student Information
Record (ISIR) Other Important News Important 2009-10 Dates
FAA Access to CPS Online
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FAA Access to CPS Online
Beginning 2009-10, new login and authentication process
Users will log on to FAA Access by providing –– User Name– Password
Login change will also affect users who launch FAA Access through EDExpress
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FAA Access to CPS Online Will include all new FAFSA questions Questions on entry screens, ISIR compare,
and outputs will follow question order of paper FAFSA
Help topics will be added for all new FAFSA questions
Former worksheet data elements will - – Display on FAA Access initial and pre-filled
application entry screens– Correction entry will display view-only total, with
link to individual data elements– Display as part of the Verification Tool
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FAA Access to CPS Online
CCRAA permits FAA’s to use Dependency Overrides (D/O) performed by another school, within the same award year - – Student Inquiry page will continue to display
a complete list of transactions for the student applicant
– If a D/O was performed – • A D/O indicator will appear next to transaction• School Code for school that performed the D/O
will also appear
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FAA Access to CPS Online
Special Circumstances Flag will be displayed “1” = No parent data provided on initial FAFSA“2” = Parent data provided on correction
Pop-up message added to correction entry– If FAA accesses a record with the Special
Circumstances Flag set to “1” –• Pop-up message will display
• Alerts FAA that record has Special Circumstances
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Need Analysis Changes and Application Edits
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Need Analysis Changes and New Application Edits 2009-10 CCRAA Changes -
– Updates Income Protection Allowances
– Increases Automatic Zero EFC income parameter to $30,000
– If a member of applicant’s family received a federal means-tested benefit in 2007 or 2008, and meets income thresholds, will be eligible for Automatic Zero EFC or Simplified Needs Test (SNT)
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Need Analysis Changes and New Application Edits 2009-10 CCRAA Changes, cont’d -
– Dislocated worker becomes an eligibility criteria for Simplified Needs Test (SNT) and Automatic Zero EFC
• Applicant qualifies for SNT or Automatic Zero EFC, as appropriate, if parent of a dependent student, or an independent student -
Answers “Yes” to Dislocated Worker question, and
Meets SNT and/or Auto Zero income thresholds
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Need Analysis Changes and Application Edits
Worksheet A data elements eliminated from Need Analysis and Application Edits – No longer part of Total Income calculation– Edits deleted for Worksheet A comparison to
SSI and TANF questions– Removed Worksheet A total from double-
reporting and cross-year income comparison edits
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New Comment Codes New comment code (284) added if
Dependency Override performed by a school for a student
New comment code (295) added if Special Circumstances Flag is set for dependent student submitting FAFSA without parental data
New comment code (296) added if Special Circumstances Flag was initially set, but then parental data was provided on a correction
Institutional Student Information Record (ISIR)
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Institutional Student Information Record (ISIR) 2009-10 ISIR record layout posted to IFAP ISIR includes data elements for all new
FAFSA questions, including –– Response to TEACH question– Former Worksheet questions and totals
ISIR follows order of questions on the 2009-10 paper FAFSA
Includes new Special Circumstances Flag for dependent students who did not provide parental data on FAFSA on the Web
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Institutional Student Information Record (ISIR) 2009-10 ISIRs in flat-file format Date fields incremented No changes to message classes
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Institutional Student Information Record (ISIR) TEACH Grant information added to
NSLDS History Information on ISIR Data similar to Pell, ACG and SMART
Grant data – Up to 3 detail disbursement records– Aggregate amounts disbursed for –
• Grants • Grants converted to loans
– New postscreening transaction when TEACH Grant is converted to an unsubsidized loan
– Overpayment flag with comments generated
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Other Important News
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Return of Title IV Funds on the Web
Two recent releases of Return of Title IV Funds (R2T4) on the Web – July 27 release for CCRAA Updates – New CCRAA-compliant credit hour and clock-
hour R2T4 worksheets– Added new Post-Withdrawal disbursement
worksheet for students who have a withdrawal date on or after July 1, 2008
– TEACH Grant added to R2T4 and Post-Withdrawal worksheets
– Post-Withdrawal Disbursement Status page and report re-designed to separate grant and loan calculations
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Return of Title IV Funds on the Web September 23 Release – non-CCRAA
related– Updated the award year cycles from 2010
to 2020• Institutional Charges• School Calendar Profile
– New Repayment Arrangement type added for loans
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G-845 Form and Manual Secondary Confirmation When citizenship match is conducted with DHS
– 15-digit confirmation number returned on ISIR– Under “Match Flags” in “FAA Information” section
When doing manual Secondary Confirmation – School must submit Form G-845– School must include DHS Verification Number on
Form G-845– DHS will return any G-845’s that do not include
Verification Number See Electronic Announcement dated August 1,
2008 for further details
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IRS Income Verification
Possible limited income verification match with IRS
From FAFSA on the Web, students and parents provide consent to IRS to disclose taxpayer information to Federal Student Aid
If IRS approves taxpayer consent, Federal Student Aid could re-disclose taxpayer information to schools and states
Stay tuned for more details…
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Other Apps-Related Sessions
C-01: A Tour of Return of Title IV Funds (R2T4) on the Web (hands-on)Day 3, 11:00 a.m.
C-10: Test Drive the ISIR Analysis Tool and Improve Verification (hands-on)Day 3, 3:15 p.m.
C-15: EDExpress UpdateDay 3, 11:00 a.m.
C-16: CPS Process, Data Matches and Processing ChangesDay 3, 3:15 p.m.
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Contact Information
Michele Brown:- [email protected] 202-377-3203
Marilyn LeBlanc:- [email protected] 202-377-3205
QUESTIONS?
Important 2009-10 Dates
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Important 2009-10 Dates
October 2009-2010 EDExpress Packaging Technical
Reference Summary of Changes for the Application
Processing System Student Web Application Products Process
Guide CPS Test System User Guide EDE Technical Reference
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Important 2009-10 Dates
November School Electronic Process Guide ISIR Guide SAR Comment Codes and Text EFC Calculation Guide
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Important 2009-10 Dates
January
1/1: 2009-10 FAA Access to CPS Online begins processing
1/1: 2009-10 FAFSA on the Web available
1/2: Central Processing System available1/2: 2009-10 EDExpress Release 1.0
available1/2: Application Processing System
Specifications for Software Developers, Final