2009-2010 Application Processing Update

Michele BrownDirector of Applicant Products and

Customer Service

Marilyn LeBlancDirector of Application Processing

22

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

33

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

44

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

55

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

66

Dependency Status Criteria

CCRAA ChangesEffective for 2009-10

Adds to Independent Student Definition

– Homeless Unaccompanied Youths– Youths at Risk of Homelessness

77

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

88

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

99

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

1010

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

1111

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

1212

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

1313

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

1414

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

1515

Additional Changes to the FAFSA Dependency questions reordered to improve flow

1616

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

1717

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

1818

Application Processing Statistics Week 39 (As of September 29, 2008)

1919

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

2020

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

2121

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

22

23

24

2525

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

2626

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

27

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

2929

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

3030

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

3131

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

3232

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

3333

Need Analysis Changes and Application Edits

3535

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)

3636

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

3737

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

3838

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)

4040

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

4141

Institutional Student Information Record (ISIR) 2009-10 ISIRs in flat-file format Date fields incremented No changes to message classes

4242

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

43

Other Important News

4444

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

4545

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

4646

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

47

4848

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…

4949

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.

5050

Contact Information

Michele Brown:- michele.brown@ed.gov- 202-377-3203

Marilyn LeBlanc:- marilyn.leblanc@ed.gov- 202-377-3205

QUESTIONS?

Important 2009-10 Dates

5353

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

5454

Important 2009-10 Dates

November School Electronic Process Guide ISIR Guide SAR Comment Codes and Text EFC Calculation Guide

5555

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