Understand the College Financial Aid Process 12 th Grade FAFSA and Financial Aid #1.
2019-20 FAFSA Training for Financial Aid Professionals and ...2019-20 FAFSA Training for Financial...
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA August 29, 2018 Mapping Your Future® 1 2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA Audio Attendee lines are muted. Call in using a telephone if you experience sound quality issues and you are using VOIP. Technical issues Contact us at [email protected] if you experience technical issues. Questions Submit your questions using the question function on the GoToWebinar toolbar. 1 August 2018 2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
Transcript of 2019-20 FAFSA Training for Financial Aid Professionals and ...2019-20 FAFSA Training for Financial...
2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®1
2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
Audio
Attendee lines are muted.
Call in using a telephone if you experience sound quality issues and you are using VOIP.
Technical issues
Contact us at [email protected] if you experience technical issues.
Questions
Submit your questions using the question function on the GoToWebinar toolbar.
1
August 2018
2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping
Students Complete the FAFSA
2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®2
2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
Audio
Attendee lines are muted.
Call in using a telephone if you experience sound quality issues and you are using VOIP.
Technical issues
Contact us at [email protected] if you experience technical issues.
Questions
Submit your questions using the question function on the GoToWebinar toolbar.
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Presented by
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Jennifer MartinDirector, University Financial Aid ComplianceJohns Hopkins UniversityBaltimore, MD
2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®3
Agenda
Changes for 2019-20
Access and resources for the FAFSA
FAFSA on the Web (FOTW) questions
FAFSA processing
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Summary of changes• Mobile experience
◦ May be used across devices such as cell phones and tablets
◦ FAFSA app available for download from Apple Store and Google Play
• FAFSA.gov redesign
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®4
Documents used for today’s session• Department of Education presentation at the 2018 National Association of Student Financial
Aid Administrators (NASFAA) Conference
• Updated 2018-19 FAFSA.gov Preview Presentation
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Signing the FAFSAhttps://fsaid.ed.gov/npas/index.htm
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®5
Who needs an FSAID?
Student
• To retrieve tax information, if applicable
• To sign the FAFSA
• To sign promissory note for Federal Direct Student Loans
Parent
• To retrieve tax information, if applicable
• One parent must sign FAFSA for dependent students
• To apply for a Direct PLUS
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FAFSA filing optionsFOTW (Online)
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®6
FOTW Worksheet• Worksheet will help prepare families to complete
the online form, but it is not the actual application
• Doesn’t include all FAFSA questions
Not yet available for
2019-20
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FOTW Help Options
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®7
“Contact Us” link
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FAFSA demo site• FAFSA on the Web and FAA Access to CPS Online demonstration sites
To access sites: http://fafsademo.test.ed.gov
Login credentials:User name: eddemoPassword: fafsatest
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®8
FAFSA on the Web homepageWWW.FAFSA.GOV
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Login process
• Enter name, Social Security Number, and date of birth correctly
• Second screen to confirm identity information
• After creating record with Social Security Number and date of birth, student will create a password/save key. The password/key applies to the session and can be different for future sessions
Personal information
FSA ID
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®9
“My FAFSA” PageNot yet available for
2019-20
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FAFSA Sections
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®10
Student demographicsName
Social Security Number
Date of birth
Not yet available for
2019-20
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Student demographicsMailing address
Email address
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®11
Student demographicsResidency information
Not yet available for
2019-20
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Student demographicsGender
Phone number
Driver’s license information
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®12
Student demographicsMarital status
Not yet available for
2019-20
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Student demographicsCitizenship status
Selective Service registration
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®13
Student demographicsHigh school completion status
Grade level
Degree pursued
Receipt of first bachelor’s degree
Not yet available for
2019-20
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Student demographicsInterest in Federal Work-Study
Foster care
Parents’ educational level
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®14
Student demographicsDrug convictions
Not yet available for
2019-20
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Drug conviction question
• If yes, the student will be asked whether he or she had a drug conviction for an offense that occurred while he or she was receiving federal student aid. If the answer is yes, a worksheet is provided to help determine whether the conviction affects eligibility for federal student aid.
Presented if student has
attended college and
received federal aid.
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®15
High school informationAll students who indicate they have earned a high school diploma are required to provide information about their high school
Not yet available for
2019-20
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School selection• Select schools to receive FAFSA information
• Use Search or enter school’s Title IV code
• After schools are added, student will need to indicate housing plans on next screen
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®16
Important definitions
Dependent versus independent
Parent
Household
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Dependency status questionsNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®17
Unaccompanied homeless youth
Unaccompanied
• Not in the physical custody of a parent
Homeless
• Lacking fixed, regular, and adequate housing
Youth
• 23 years of age or younger
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Unaccompanied homeless youthUnaccompanied homeless youth status can be determined by:
• School district liaison
• Director or designee of a HUD-funded shelter
• Director or designee of a RHYA-funded shelter
• Financial aid administrator
Determination required every year
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®18
Dependent or independent
If student answers “No” to all questions, parental information expected
If student answers “Yes” to any question, student is independent
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Availability of parental informationSpecial circumstances may exist
Student can indicate if parental information is not available
Schools notified via Institutional Student Information Record (ISIR)
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®19
Who is the parent?A student’s biological and/or adoptive parents, or a person that the state has determined to be a student’s parent, are considered his or her legal parents.
Grandparents, foster parents, legal guardians, older brothers or sisters, and aunts and uncles are not considered parents unless they have legally adopted the student.
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Reporting parental informationStudent must report information for both parents (biological or adoptive) if they are unmarried but living together.
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®20
Reporting parental informationStudents with undocumented parents
Parents must still report information on the FAFSA
◦ Report all zeroes for Social Security Number
◦ Provide income earned from work instead of tax information
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Defining the householdInclude:
• Student’s parents, or parent and stepparent, based on their marital status
• Student, even if he or she does not live with his or her parents
• The parents' other children if: ◦ The parents will provide more than half of their support from July 1, 2019 through June 30, 2020 or
◦ These children can answer "No" to every dependency status question on the FAFSA
• Other people: ◦ If they now live with the parents
◦ The parents provide more than half of their support, and
◦ The parents will continue to provide more than half of their support from July 1, 2019 through June 30, 2020
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®21
Questions
Ask your question in the question function of the GoToWebinar toolbar
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Parent demographicsNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®22
Parent demographicsNot yet available for
2019-20
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Parent demographicsNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®23
IRS Data Retrieval• Must have a valid Social Security Number
• Must have filed a 2017 federal tax return
• Must have unchanged marital status since 12/31/2016
TIMING
• Start up of IRS Data Retrieval Tool is scheduled for October 1, 2018
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IRS Data Retrieval ToolMust indicate filing status of “Already completed”
Must answer “No” to follow-up questions
Click on “Link to IRS”
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®24
Parent authenticationNot yet available for
2019-20
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Leaving the FAFSANot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®25
Arriving at IRS websiteAuthorized user okay
Enter tax return filing status
Enter address information
Not yet available for
2019-20
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Transferring dataIf tax information is available, select first statement and then “Transfer Now”
Applicant will be returned to the FAFSA
Applicant will not see transferred data
Not yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®26
Data transfer is indicatedNot yet available for
2019-20
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Parent additional IRS informationNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®27
2017 parent information for tax filers
Not yet available for
2019-20
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2017 parent untaxed incomeNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®28
Asset questionsNot yet available for
2019-20
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Student signatureNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®29
Student signatureNot yet available for
2019-20
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Student signatureNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®30
Parent signatureNot yet available for
2019-20
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Parent signatureNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®31
Parent signatureNot yet available for
2019-20
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Submission confirmationNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®32
FAFSA processing resultsCentral Processing System (CPS) notifies student of FAFSA processing results by:
◦ Paper Student Aid Report (SAR) if no e-mail address was provided
◦ Message via emailLogin at www.fafsa.gov site and check “My FAFSA” page
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Student Aid ReportNot yet available for
2019-20
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®33
Next steps on “My FAFSA”Not yet available for
2019-20
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Questions
Ask your question in the question function of the GoToWebinar toolbar
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2019-20 FAFSA Training for Financial Aid Professionals and Others Who Will be Helping Students Complete the FAFSA
August 29, 2018
Mapping Your Future®34
More FAFSA webinar informationWebinar for students and parents completing the 2019-20 FAFSA
◦ Tuesday, September 25
◦ 7 p.m. Eastern
◦ 6 p.m. Central
◦ 5 p.m. Mountain
◦ 4 p.m. Pacific
• More information at mappingyourfuture.org/services/webinars.cfm
• FAFSA preparation page mappingyourfuture.org/paying/fafsahelp.cfm
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(800) [email protected]
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