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 orders@fsapubs.gov

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