DECEMBER 2010 2011-2012 FAFSA 1. Agenda FAFSA Question Changes and Deletions CPS and ISIR Changes...
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Transcript of DECEMBER 2010 2011-2012 FAFSA 1. Agenda FAFSA Question Changes and Deletions CPS and ISIR Changes...
DECEMBER 2010
2011-2012 FAFSA
1
Agenda
FAFSA Question Changes and Deletions
CPS and ISIR Changes FAFSA on the Web Simplification and
Enhancements Data Entry Corrections
Resources
2
FAFSA Question Changes and Deletions
3
FAFSA Question Changes4
High School Completed New question Regulatory mandate Students who indicate they received a high school
diploma will be asked to provide the name of the high school they attended
Work-Study Revision to work-study and student loan question
(Q31) Departmental guidance Students will be asked to indicate their interest in
work-study only
FAFSA Deletions5
Enrollment status question will be
deleted
TEACH grant question will be deleted
Untaxed IncomeText Changes6
Other untaxed income not reported in items 44a through 44h, such as workers’ compensation, disability, etc. Also include first-time homebuyer tax credit from IRS Form 1040-line 67 and the first $2,400 of unemployment benefits received. Don’t include student aid, earned income….
Academic Competitiveness Grant and National Science and Mathematics Access to Retain
Talent Grant7
The ACG and SMART Grant programs do not have authorized funding beyond 2010-2011
ACG section within FOTW will no longer be presented to applicants
Parent PLUS Loan8
In 2011-12, a student must file a FAFSA to receive a Parent PLUS loan
98% of students whose parents receive a PLUS loan already file, so not a significant change
Intended to ensure that database matches are being conducted
2011-12 CPS Changes9
Need Analysis Updated tables published in the Federal
Register on May 27, 2010 Asset protection allowances will decrease due to
variations in the underlying figures used in the calculation of the allowance
Income threshold for Automatic Zero EFC increases to $31,000
EFC Formula Guide posted to IFAP on October 13, 2010
2011-12 CPS Changes10
Modified Reject 1 for Web applicants New asset threshold question allows some parents
and independent students to skip answering asset net worth questions
Currently, CPS applies Reject 1 to applicants who are not SNT eligible and leave one or more asset questions blank
In 2011-12, CPS will not set Reject 1 if asset questions were skipped because Asset threshold question was presented on the Web, and Applicant or parent answered “no” to the asset
threshold question
2011-12 CPS Changes11
Updated Reject 20 income values CPS rejects records when applicants and/or
parents claim to be “non filers,” but report income above IRS filing requirements
Values updated based on 2010 IRS adjustments
Modified comment text/codes (156 and 157) to encourage applicants and parents to use the IRS Data Retrieval Tool in FAFSA corrections if they said that they “will file” a tax return on their application
2011-12 ISIR Changes12
ISIR layout posted in EDE Technical Reference on October 25, 2010
Incremented all date fieldsNo changes to message classesISIR record in flat-file formatISIR follows order of questions on the 2011-12
paper FAFSAFAFSA data elements added, deleted, or
modified, as appropriate Exception: ACG data elements remain on ISIR, but
will always be blank
2011-12 ISIR Changes13
Added high school information Name of high school City in which high school is located State in which high school is located High School Flag High School Code
Modified Verification Tracking Flag Alpha-numeric values may appear in this field For Federal Student Aid’s use only
No Lifetime Eligibility Used (LEU) Flag on ISIR in 2011-12
2011-12 ISIR Changes14
NSLDS History Information:
New loan status code value of “VA” will display for a student if the Department of Veterans Affairs notifies FSA to discharge a loan due to disability
New Overpayment Flag for Iraq/Afghanistan Service Grant
Department of Defense Match15
In May 2010, began matching applicant records in CPS against DoD file
In 2011-12 – Rollover 10-11 process
DoD Flag set on ISIRs Parent’s Date of Death Letters to students
To ensure all eligible students are awarded aid appropriately, FAAs must pay attention to new ISIR flag
DCLs posted on IFAP provide operational guidance
FAFSA On the Web Simplification and
Enhancements16
Disclaimers
This presentation includes a preview of the 2011-2012 FAFSA on the Web (FOTW) site.
The web site is subject to change and OMB approval prior to system implementation on January 1, 2011.
Some slides in this presentation have additional notes, which can be accessed through the notes view. Slides with notes will be denoted with the image shown here.
17
Simplification Objectives
Federal Student Aid (FSA) made a number of additional simplification enhancements to the FOTW site for the 2011-2012 application processing cycle with the following goals in mind.
Provide a more intuitive web experience
Fully integrate all the application components
Continue to provide access to IRS tax information
Reduce redundancy in the financial aid application
experience
18
Site Redesign Notification19
Redesigned Homepage
Simplified options
Updated graphics
An updateable announcement section
Access to FAFSA4caster
Access to FAFSA PDF and paper FAFSA information
20
Deadline Results
Year specific
Federal deadline for initial FAFSA submission and FAFSA corrections
State specific deadline
Standard message for college deadline
21
FAFSA Filing Options
Three student options for applying:
OnlinePDF FAFSA Paper FAFSA
22
Contact Us
Feature enables students and parents to obtain support by browsing online help and contacting the Federal Student Aid Information Center by Live Help, Phone, or E-mail.
23
Redesigned FAFSA4caster
Streamlined estimating tool
Data is not saved
Uses historical data to assume asset values, untaxed income and income exclusion amounts
24
Customized “My FAFSA”
Start Here for all options –
Initial FAFSA Entry Renewal Application
Entry FAFSA Corrections Providing Signatures Continuing a Saved
FAFSA Viewing Transaction
Hist0ry
25
From 7 Log-In Options to…..26
…One Log-in for all Functionality
Name re-ordered to first name and full last name.
27
Reconfirmation of Identifiers
New student identify confirmation to reduce incorrect entries
28
“My FAFSA” page – New Student
Dynamic messaging guides the applicant through all phases of the application experience
Application Status
PIN Status
29
“My FAFSA” page – Renewal Student30
“My FAFSA” page - “Continue”
Applicant may Continue to complete a saved application from where he/she left off or Start Over
31
Simplified Secure Access – New Applicant
PIN and Password requirements will be dynamically determined by the system
32
FAFSA Entry33
Enhanced Functionality
Help and Hints now have question labels and question numbers for easier reference.
Formatting on date fields, telephone number, and financial fields.
The system automatically saves the application at the end of each step.
“Clear All Data” allows an applicant to delete their data from the system anytime prior to submission.
34
High School Question Functionality
Presented to students who indicate a high school diploma
and
Never attended college / 1st yr.
or Attended college
before / 1st yr.
35
High School Question36
Student enters the name, city and state of the high school they attended
Student selects Confirm to retrieve the results
High School Question Database
US Department of Education: National Center for Education StatisticsNCES Private School Universe Survey (PSS) – Private SchoolsNCES Common Core of Data (CCD) – Public Schools
37
High School Search Results – Matches Found
Student can Select the school attended from the list. If the student does not find the school on the list, the student selects Next to continue and the search criteria are saved.
38
High School Search Results – No Matches Found
If no matches are found, the student selects Next to continue and the search criteria are saved.
39
School Selection Step
Student may enter up to 10 colleges by entering Federal School Code or Searching on State, City or School Name
40
New School Code Features
The student can page through the search results
Can also view detailed information for a school before & after adding the school to their FAFSA
41
Detailed School Information42
New – Re-ordering Schools
The student may move the position order of schools by placing the cursor in the row of the school they want moved.
Then by using the up and down arrows can change the position of the school.
43
View Selected School Information
The student may compare information on as many as ten schools by selecting the View Selected School Information button
44
Financial Information
The IRS Data Retrieval continues in 2011-2012 beginning January 30, 2011.
Also available in Corrections
Electronically filed tax return information will be available from the IRS in 1-2 weeks, data from paper tax returns will be available in 6-8 weeks.45
IRS Data Retrieval
Once the applicant has successfully authenticated, tax data will be presented and the applicant will have the option to “Transfer” the tax information to the FAFSA
Transferred data will have a notation - “Transferred from the IRS”
46
IRS Request Flag Values
IRS Request Flag on ISIR will be populated
47
Parents of dependent students and independent students will be presented with the asset net worth threshold question, if they are not eligible for auto-zero or simplified needs test; and if the student’s state of legal residence allows the applicant to skip the asset question.
Asset Net Worth Threshold
48
Asset Net Worth Threshold49
If answer is “yes”, the three asset questions will display.
If answer is “no”, the asset questions will not display, as we do not need to count the asset value in the calculation of the EFC.
Sign and Submit
“Print signature page” will appear if that option is selected.
50
Signature Enhancements
A student and parent can enter their PIN and click “Sign” and the system will retain the signature. This allows parents and students to sign and submit separately.
51
Confirmation Page
Redesigned for clarity. Includes -
Confirmation NumberData Release Number (DRN)EFC estimatePell Grant and Direct Loan estimatesOption for parents to transfer info to an application for a siblingOption to transfer info to a state application if state participates in APIRates for each college on the FAFSA
52
FAFSA Corrections53
Processed Successfully – Applicant Can Make Correction
The student would be able to view the Electronic SAR or make corrections if needed.
54
Corrections Required
The student would be notified that a correction was needed.
55
Multiple Corrections
When a student has multiple corrections they will be able to access a corrections history.
We also will display information about the original submission and latest correction submission
56
“Submitted By” Values
Latest correction field indicates who submitted the correction: Student, College or FSA System
o “Student” displays if the correction was done by the student using FOTW, a SAR, or if student called customer service for a correction
o “College” displays if correction was done by a FAA
o “System” displays if the correction was generated by the CPS.
57
Correction History
Correction History provides access to a summary of processed information for each of the student’s transactions.
Student can opt correct a specific transaction from the history view.
58
PIN and Password Needed for Corrections
59
Correction Entry
Messaging appears throughout corrections to point the student to questions that should be reviewed or corrected.
60
Error Icon Identifies Errors61
Information Icon Indicates Review Needed
62
IRS Icon for IRS Data Retrieval Tool Eligibility
63
List of Changes
Each application step displays with changes made or indicates that no change was made.
Applicants may edit their correction entries by selecting Edit option.
64
List of Changes - School Selection
Colleges that the student has added or deleted will appear on the List of Changes page.
65
Resources66
Communication Resources67
FAFSA on the Web “Link to Us” Banners Organizations, with a website, can link to FAFSA on the Web. ED
has developed web banners that can be posted online that will link students and families directly to www.fafsa.gov
Access the web banners and instructions for adding the banners to your web site by clicking “Link to Us” at www.studentaid.ed.gov
FAFSA on the Web Banners68
Additional Resources69
Customer Service 1-800-4-FED-AID (1-800-433-3243)
Federal Student Aid for Counselors www.fsa4counselors.ed.gov Online source for counselors looking for
information on federal student aid
Free Publications
You can order the following free items (and more) at www.FSAPubs.gov or by e-mailing [email protected]
User Documentation Enhancements70
Conducted listening sessions in 2009 Feedback/suggestions have been incorporated
into 2011-12 user documentation Combined three process guides into one -- streamlined
Summary of Changes for the Application Processing System guide Added bulleted list of key changes for 2011-12 that FAA’s
can use for staff training Combined comment codes, SAR C match flag results,
and resolution instructions into one document
www.ifap.ed.gov
71
www.ifap.ed.gov
72
2011-12 Web Demonstration Site73
FAFSA on the Web and FAA Access demonstration sites will be available in late December 2010 To access sites, go to
http://fafsademo.test.ed.gov Enter:
User Name: eddemo Password: fafsatest
Click on FOTW or FAA Access to CPS Online Demo System button
Will be available through December 2011
Thank you for joining us today!
Questions/Comments?74