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Applying for Financial Aid2015-2016
Sponsored by:
Presented by:
Types and sources of financial aidRequired financial aid application formsHow to complete the Free Application for Federal
Student Aid (FAFSA) and the Cal Grant GPA Verification Form
Answers to your individual questions
What Will You Learn At This Workshop?
3
Types of Financial Aid
Gift Aid - Grants or scholarships that do not need to be earned or repaid
Work - Money earned by the student as payment for a job on or off campus
Loans - Borrowed money to be paid back, usually with interest
4
Sources of Financial Aid
Federal government
State government
Colleges and universities
Private agencies, companies, foundations, and employers
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Cal Grants Cal Grant A Entitlement Awards – for high school seniors and
recent high school grads • with a Grade Point Average (GPA) of at least 3.0• family income and assets below the state ceilings• who demonstrate financial need
Cal Grant B Entitlement Awards – for high school seniors and recent high school grads
• with a GPA of at least 2.0
• who come from disadvantaged or low income families
• whose family income and assets are below the state ceilings
• who demonstrate financial need
Cal Grant C Awards - for students from low income families pursuing vocational programs of study
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To be eligible for a Cal Grant, the student must also:be a U.S. citizen, eligible
noncitizen, AB540 student - including AB540 eligible DACA st
studentsbe a California resident attend an eligible, accredited
California college or university at least half-time in 2015-2016
Eligibility for Cal Grants
Residency and Cal Grant Eligibility for 2015-2016
• parents have been legal residents of California for one year immediately prior to September 20, 2015, or
• student has lived in California with other legal California residents, other than parents, for two years immediately prior to September 20, 2015, or
• parents who are active duty military, stationed in California at the time the student enrolls in college, or parents’ military home of record is California
• If unmarried and under 18 years of age, the student will be considered a legal resident of California if:
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2015-2016 Cal GrantApplication Requirements
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Check with your high school or college counselor for more details on how to file the Cal Grant GPA Verification Form, required of all students
• By March 2, 2015, complete and submit:Free
Application for Federal
Student Aid (FAFSA) Cal Grant
GPA Verification
FormIf eligible under AB540 or DACA, students should complete theCalifornia Dream Act Application: www.caldreamact.org
Possible Cal Grant and Federal Pell Maximum Awards
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If the student qualifies for Cal Grant, amounts vary depending on the college/university attended, financial need, year in college (full- or part-time)
If the student qualifies for the Federal Pell Grant, amounts vary depending on family contribution and enrollment status (full- or part-time)
Other eligibility requirements may apply
Cal Grant* (From $5,472 to $12,192)FAFSA or - for AB540 students - The California Dream Act Application Verified GPA Apply by March 2, 2015
Federal Pell Grant (up to $5,730) FAFSA
= $11,202 to $17,922 annually depending on the college/university the student attends and financial need * Check for eligible schools at: www.csac.ca.gov
+
Undergraduates with family incomes of up to $150,000 who:Submit 2015-16 Free Application for Federal Student Aid
(FAFSA) by March 2, 2015attend a UC or CSUare U.S. citizens, permanent residents, or have AB540 status are California residents, andmaintain a 2.0 cumulative GPA
Annual award amounts:To be determined by the California Student Aid Commission
Middle Class Scholarship
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California Chafee Grant• The California Chafee Grant program provides up to
$5,000 annually to current and former foster youth for college or vocational training at any accredited college in the U.S., based on available funding
• To be eligible, foster youth must have been in California foster care on their 16th birthday and not have reached their 22nd birthday before July 1, 2015
• Foster youth are encouraged to apply during their senior year of high school
• To apply, the foster youth must complete:• 2015-2016 FAFSA• California Chafee Grant Program Application• AB540 students may also be eligible
To apply for a Chafee Grant, go to:
www.chafee.csac.ca.gov
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Types of Applications FAFSA
Cal Grant GPA Verification Form Other applications or forms as required by the
college such as:
• 2014 federal tax returns (along with all schedules and W-2s) or other income documentation
• CSS/Financial Aid PROFILE
• Institutional Scholarship and/or Financial Aid Application
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Undocumented students covered under AB540 or DACA should complete the California Dream Act Application
FAFSA Information & Tips
File early, but no later than March 2, 2015, for the Cal Grant
Use estimated 2014 income information if taxes are not complete at time of FAFSA submission
Student and at least one parent whose information is reported must complete and sign the FAFSA
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FAFSA on the Web (FOTW)
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• Internet application used by students and parents to complete electronic FAFSA at:
www.fafsa.ed.gov• Sophisticated online edits checks and skip
logic help avoid errors• Online help is available for each question• Student and one custodial parent should
get a federal PIN to sign FAFSA at:www.pin.ed.gov
PIN (Personal Identification Number) Needed to sign and access the FAFSA
Both student and one parent need PINs to sign the FAFSA electronically
May be used to:• Check on FAFSA status• Verify and correct FAFSA data• Add additional schools to receive FAFSA data• Change home and e-mail addresses
PIN will be generated only if a valid email address is provided
In late April 2015, the U.S. Department of Education will be switching from the current 4-digit FSA PIN to the FSA ID. The FSA ID is a new user-selected username and password.
Federal PIN
Apply for student and parent PINs at:
www.pin.ed.gov
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Another Useful Form -FAFSA on the Web Worksheet
Though not a required form, the 2015-2016 FAFSA on the Web Worksheet may: •Help some students and parents prepare to complete the FOTW•Be used for the January 1, 2015 through June 30, 2016 federal aid application cycle
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Before starting the FAFSA on the Web (FOTW), gather:• Student driver’s license • Student Alien Registration Card, if applicable• Student and Parent
Social Security cards 2014 W-2 Forms and records of money earned and other taxable benefits 2014 federal income tax form (even if not yet completed) Records of untaxed income Current bank statements Business, farm, and other real estate records Records of stocks, bonds, and other investments
Complete 2015-16 FOTW Worksheet (optional)Create a file for copies of all financial aid documents submitted
Getting Ready
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FAFSA on the Web (FOTW)
The 2015-2016 FAFSA on the Web may be used for the January 1, 2015 through June 30, 2016 federal student aid application cycle
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Section 1Section 1 – Student DemographicsSection 2Section 2 – School SelectionSection 3Section 3 – Dependency StatusSection 4Section 4 – Parent DemographicsSection 5 Section 5 – Financial InformationSection 6 Section 6 – Sign and SubmitSection 7 Section 7 – Confirmation
The FOTW A Seven-Section Online Form
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Getting Started on the FOTW
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START 2015-2016
FAFSA
START 2014-2015
FAFSA
Between July 1, 2015 and June 30, 2016
Between July 1, 2014 and June 30, 2015
Create a Password
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Form ApprovedOMB No. 1845-0001App Exp. 12/31/2016
Start Your 2015-2016 FAFSA
Form ApprovedOMB No. 1845-0001App Exp. 12/31/2016
Login
23
The FOTW will ask for the student’s first and last namesMake sure to report the student’s name exactly as it
appears on the student’s Social Security card
Form ApprovedOMB No. 1845-0001App Exp. 12/31/2016
FAFSA Introduction Page
24
Introduction Page - 2015-2016 FAFSA
Section 1Section 1
STUDENT DEMOGRAPHICSSTUDENT DEMOGRAPHICS
Section 1Student Name
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The FOTW will ask for the student’s last and first namesMake sure to report the student’s name exactly as it
appears on the student’s Social Security card
Section 1Student Social Security Number
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Double check the student’s Social Security Number when entering it on the FOTW.
Student name, Social Security Number and date of birth will be compared through a database match and must match exactly
Section 1 – Student Date of Birth, Gender, Permanent Mailing Address
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Section 1Student Home State Residency
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Home state residence if the student is dependent, the Home State is usually the
one in which the custodial parent(s) lives Home state is also used
to determine eligibility for state grants in the need calculation to determine the appropriate
allowance for state and other taxes paid by that state’s residents
2010
Section 1Phone Number and E-mail Address
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Throughout the application process, the student telephone number and e-mail address may be used by the U.S. Department of Education, the state, and the colleges and universities to:Correspond with the studentConfirm FAFSA data
Section 1Student Marital Status
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The student should check his or her marital status as of the date the FAFSA on the Web is submitted
If the student is married or remarried, he or she will be asked to provide information about his or her spouse
Section 1Student Driver’s License
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Students should provide their driver’s license number, if they have one
This information may be used to confirm student identity if needed
Section 1 - Student Citizenship Status
If U.S. citizen, status will be confirmed by Social Security match If eligible noncitizen, status will be confirmed by Department of Homeland Security (DHS)
match. This includes: U.S. permanent residents with I-551 Conditional permanent residents with I-551C The holder of an Arrival-Departure Record (I-94) from the Department of Homeland
Security showing any of the following designations: “Refugee,” “Asylum Granted,” “Parolee” (I-94 confirms paroled for a minimum of one year and status has not expired), T-Visa holder (T-1, T-2, T-3, etc.) or “Cuban-Haitian Entrant;”
The holder of a valid certification or eligibility letter from the Department of Health and Human Services showing a designation of “Victim of human trafficking.”
A resident of the Republic of Palau (PW), the Republic of the Marshall Islands (MH), or the Federated States of Micronesia (FM)
Canadian-born Native American under terms of the Jay Treaty
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Section 1 - Eligible Noncitizen
If eligible noncitizen, write in the student’s eight- or nine-digit Alien Registration Number (ARN)Precede an eight-digit ARN with a zeroCopy of the student’s Permanent Registration Card may be requested by the financial aid office
If neither a citizen nor eligible noncitizen, the student is ineligible for federal aid. Such students should check with their college financial aid office for other aid opportunities.
If the student is undocumented as defined in AB540, he/she may be eligible for state financial aid. Learn more at www.caldreamact.org
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Undocumented students, while not eligible for federal aid, may want to:start inquiring in elementary and high school to see if it is possible for the
student to become a permanent residentwatch for changes in federal and state laws regarding the eligibility of
undocumented or under-documented studentsconsider applying for federal Deferred Action for Childhood Arrival (DACA)
which allows for work authorizationundocumented students applying for Cal Grants and other state aid should
complete a California Dream Act Application, not the FAFSAcheck with colleges and universities to see if institutional financial aid is
availableStudents should apply for all scholarships for which they may be eligible for a list of scholarships, go to http://www.maldef.org/assets/pdf/14-15_MALDEF_Scholarship.pdf
and www.e4fc.org
Undocumented Students
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Section 1 - Selective Service Section 1 - Selective Service RegistrationRegistration
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• All male students who are between the ages of 18 and 25 must be registered with Selective Service to receive federal and/or state aid
• Answer “Register me” only if you are male, aged 18-25, and have not yet registered.
• The student may also register by going to:
www.sss.gov
Section 1 - High School Completion Status
High School Completion Status
When the student begins college in the 2015-2016 school year, what will be the student’s high school completion status?
High school diploma GED certificate or state authorized high school
equivalent certificate Home schooled None of the above
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2015-2016
Section 1 - Grade Level in 2015-16
When the student begins the 2015-2016 school year, what will be his/her grade level?• Never attended college/1st year• Attended college before/1st year• 2nd year/sophomore• 3rd year/junior• 4th year/senior• 5th year/other undergraduate• 1st year graduate/professional• Continuing graduate/professional or beyond
2015-2016 2015-2016
Section 1 - Degree or Certificate Objective
39
In the 2015-2016 school year, what degree or certificate will you, the student, be working on?Some options are:
1st bachelor’s degree Associate degree (occupational or technical program) Associate degree (general education or transfer program) Graduate or professional degree
2014-20152014-20152015-2016 2015-2016
Section 1Interest in Work-Study
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Select “Yes” if the student is interested in a college-sponsored on or off-campus jobAnswering “Yes” does not guarantee that the student
will be offered a jobAnswering “No” does not mean that the student will
received additional grant or scholarship
Section 1First Bachelor’s Degree
41
Will you have your first Bachelor’s degree before July 1, 2015?
students starting college in 2015-16 should mark “No” to this question
only students who will be pursuing a graduate or professional degree during 2015-16 should mark “Yes”
Will you have your first bachelor’s degree before July 1, 2015?
Section 1Foster Youth
42
Select Yes if you are a foster youth or were at any time in the foster youth care system
Select No if you are not a foster youth. Also select No if you were not in the foster care system at any time
NoNoYesYes
Section 1Parents’ Educational Level
43
Indicate highest level of schooling completed by the student’s biological or adoptive parents (for state award purposes only)
Use birth parents or adoptive parents - not stepparents or foster parents
This definition of parent is unique to these two questions
Section 1 - High School Section 1 - High School QuestionQuestion
High School Question
• Enter the name, city and state of the high school where the student received or will receive a high school diploma
• Select “Confirm” to retrieve the high school information
• If no matches are found, the student should select “Next” to save the search information and continue with the FOTW application
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Section 1 - Student Aid Eligibility Drug Section 1 - Student Aid Eligibility Drug ConvictionsConvictions
Students who have never attended college since high school will not be asked any of the Drug Conviction questions
Students who indicate that they have attended college before will be asked if they have ever received federal student aid
If the answer is “yes,” students will be asked if they were convicted for the possession or sale of illegal drugs. Most students will answer ‘No” to this question and will not be asked any additional questions
Even students who have been convicted of a drug offense while in college and receiving federal financial aid may still be eligible to receive federal financial aid
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Section 2Section 2
SCHOOL SELECTIONSCHOOL SELECTION
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FAFSA on the Web allows the student to list up to 10 colleges/universities that will receive his/her student and parent information
The student should list first the California school he/she is most likely to attend
The student may re-order his/her school choicesThen list other schools to which the student is
applying for admission
Section 2School Selection
Section 2School Selection
49
While in the School Selection Section, the student will be asked to enter the location and name or the federal school code for each school to which he/she wants FOTW information sent
If the student does not know the federal school code, enter the state in which the college/university is located and search for the federal school code by the college/university name
Section 2School Selection
50
List a California college or university first (for Cal Grant consideration)
Then list those schools with the earliest financial aid deadlines, regardless of whether they are in-state or out-of-state
If the student is applying to more than ten schools, wait for the processed Student Aid Report (SAR) and add additional schools via the Web, using the student PIN By phone, using the DRN from the SAR
Strategies for Listing Colleges
NOTE: Each UC and CSU campus must be listed separately
Section 2 - School Selection Section 2 - School Selection (cont)(cont)
The student will be asked to select the housing plan that best describes the type of housing the student expects to have while attending each listed school
The choices for housing are: On Campus With Parent Off Campus
The student’s choice of housing may affect the amount of financial aid for which he/she is eligible. It is usually more expensive to live on or off campus than with parents or relatives
Remember, selecting the On Campus housing option is not an application for On Campus housing. Students should check with the colleges/ universities about housing information when they apply for admission
51
SAN JOSE CITY COLLEGE
UNIVERSITY OF CALIFORNIA (UCLA)
CALIFORNIA STATE UNIVERSITY OF CHANNEL ISLA
CLAREMONT MCKENNA COLLEGE
001315
001282
039803
001315
001282
001315
039803
001282
001315
CLAREMONT MCKENNA COLLEGE 001170
Section 3Section 3
STUDENT DEPENDENCY STATUSSTUDENT DEPENDENCY STATUS
Section 3Determination of Student Dependency Status
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Section 3 - Determination of Student Section 3 - Determination of Student Dependency Status Dependency Status (cont)(cont)
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Section 3 - Determination of Student Section 3 - Determination of Student Dependency Status Dependency Status (cont)(cont)
55
2014,
2014,
2014,
2014,
56
If the student checks “No” in all of the boxes about Dependency Status, the student will be asked to go to Section 4. For FAFSA filing purposes, the student is considered a dependent student and will be required to provide parental information
If any one of the items in this section applies to the student, he/she should mark the appropriate box, skip Section 4, and go to Section 5. The student is considered an independent student for FAFSA filing purposes and is NOT required to provide parental information
Section 3 - Determination of Student Dependency Status
Section 4Section 4
PARENT PARENT DEMOGRAPHICSDEMOGRAPHICS
0
12,356
Section 4Parent Demographics
58
(no cents)
If the answer to any question is zero or the question does not apply, enter 0:
Report whole dollar figures:
Recommendation: If your parents have not filed their 2014 federal tax return, use W-2 forms and/or other employment records - such as final 2014 pay check stubs - to estimate total income
Remember, rather than miss any filing deadline, use estimated 2014 income information
Section 4Parent Demographics
59
Who is considered a parent? Biological or adoptive parent(s)
Including same-sex parents Including unmarried parents living
together In case of divorced or separated
parents who don’t live together, provide information about the parent the student lived with more in the last 12 months
Stepparent (regardless of any prenuptial agreements), if currently married to the student’s custodial parent
Section 4Who is Not a Parent ?
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Section 4Parent Marital Status
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Report your parents’ marital status as of today Never Married to each otherUnmarried and both parents living togetherMarried or Remarried (also report the date of marriage or remarriage) Divorced or separated (also report the date of divorce or separation)Widowed (also report the date of widowhood)
Section 4Parent Information
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If the student is providing Parent Information, he/she will need those parents’: Social Security Numbers Last names and first initials Dates of Birth
Section 4 - Parent E-mail Address
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Provide a parent e-mail address that will be valid at least until the student starts college
If a parent provides an e-mail address, the FAFSA processor will let them know the student’s FAFSA has been processed
Section 4Parent State of Legal Residence
64
CaliforniaCalifornia
California California
California California 2010?2010?
Section 4 - Parent Household Size
65
Include in the parents’ household: the student parent(s) parents’ other dependent children, if
the parents provide more than half their support or the children could answer “no” to every question in Section 3, regardless of where they live
other people, if they now live with the parents and will continue to do so from 7/1/15 through 6/30/16, and if the parents provide more than half their support now, and will continue to provide support from 7/1/15 through 6/30/16
2015-2016
Section 4 - College Students in the Section 4 - College Students in the Parent HouseholdParent Household
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NOTE: Some financial aid offices will require documentation that other family members are attending college
• Always include the student even if he/she will attend college less than half-time in 2015-2016
• Include other household members only if they will attend at least half-time in 2015-2016 in a program that leads to a college degree or certificate
• Never include the parents in the number in college
2015 and June 30, 2016?
Section 5Section 5
PARENT FINANCIAL PARENT FINANCIAL INFORMATIONINFORMATION
Section 5 Parents’ 2014 Tax Return Filing Completion Status
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Students will be asked to provide information about their parent tax filing status for 2014: If parents have completed a 2014 federal income tax return, select
“Already completed” If parents have not as yet filed, but plan to file a 2014 federal income
tax return, select “Will file” If parents have not, nor will not, file a 2014 federal income tax return
and are not required to do so, select “Not going to file”
20142014
Section 5 - Parents’ 2014 Tax Return Filing Status
69
Students will be asked to provide information about their parent tax filing status for 2014 according to their tax return: If parents have (or will) file(d) a 2014, will they file as:
Single Head of Household Married-Filed Joint Return Married-Filed Separate Return Qualifying Widow(er) Don’t Know
2014,2014,
Section 5 Type of Tax Return Filed
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Students will be asked to select what type of 2014 federal income tax return their parent(s) will file IRS 1040 IRS 1040A or 1040EZ Foreign tax return A tax return with Puerto Rico, a U.S. territory or Freely Associated
State
2014?
Section 5IRS Data Retrieval
71
This question asks if parents have completed their 2014 IRS income tax return
If parent(s) answer “Already completed,” they will be given the option to transfer their 2014 income tax information directly from IRS records to the FOTW
If parents indicate that they have recently filed their 2014 taxes, they may not be able to access their IRS data if they have filed taxes electronically within the last three weeks or by mail within the last eleven weeks
Instead, they should use their actual 2014 IRS tax return to complete the FOTW so the student does not miss any important financial aid deadlines
Section 5IRS Data Retrieval (cont)
72
Section 5IRS Data Retrieval (cont)
73
Section 5IRS Tax Transcript
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Section 5 2014 Adjusted Gross Income
75
• If the student’s parents have not yet filed their 2014 federal tax return, use estimated 2014 information for this question
• The “Income Estimator” on the FOTW may help calculate this amount
• If the student’s parents have completed their 2014 federal tax return, use actual 2014 tax return information to complete this item if they are not eligible to use the IRS Data Retrieval process
2014?
Section 5 - Money Earned from Work by Parent(s) in 2014
76
Use W-2 forms and other records to determine all income in 2014 earned from work (including business income earned from self-employment) for Parent 1 and Parent 2
How much did your Parent 1 earn from working (wages, salaries, tips, etc.) in2014?
How much did your Parent 2 earn from working (wages, salaries, tips, etc.) in2014?
Section 5 - Parent Dislocated Worker
77
The student will be asked to check if parent 1 and/or parent 2 is a dislocated worker
A person may be considered a dislocated worker if he or she: lost his/her job has been laid off or received a layoff notice is receiving unemployment benefits due to being laid off or is losing a job and is unlikely
to return to a previous occupation is self-employed but is unemployed due to economic conditions or natural disaster is the spouse of an active duty member of the Armed Forces and has experienced a loss
of employment because of relocating due to permanent change in duty station is a displaced homemaker
A displaced homemaker is generally a person who previously provided unpaid services to the family (e.g., a stay-at-home mom or dad), is no longer supported by the husband or wife, is unemployed, and is having trouble finding or upgrading employment
Section 5 - Parents’ 2013 or 2014 Household Federal Benefits
78
Indicate if the student, his/her parents, or anyone in the parents’ household received benefits in 2013 or 2014 from any of the federal programs listedSupplemental Security Income (SSI)Supplemental Nutrition Assistance Programs (SNAP)Free or Reduced Price (School) LunchTemporary Assistance for Needy Families (TANF)Special Supplemental Nutrition Program for Women, Infants and Children (WIC)
2013 or 2014,
Section 5 – 1040A or EZ Tax Return
79
• This question asks whether the student’s parents, who indicated they will file an IRS 1040, are eligible to file a 1040A or 1040EZ instead
• Students and parent should read the directions accompanying this question carefully
• If students or parents are uncertain as to the answer to this question, it is fine to select “Don’t know”
Section 5 Parents’ 2014 U.S. Income Taxes
80
• Enter the amount of parents’ income tax for 2014
• Use U.S. income tax paid (or to be paid), not the amount withheld from parents’ paychecks
Section 5Parent 2014 Tax Exemptions
81
Enter the parents’ tax exemptions for 2014 Be sure to include all persons being claimed on the
parents’ 2014 federal tax return, regardless of whether they are included in the parents’ household size question
Section 52014 Additional Financial Information
82
The student will be asked to report if his or her parents received or paid any of the following items in 2014. Check all that apply and provide amounts.
American Opportunity or Lifetime Learning tax credits Child support paid Taxable earnings from Work-study, Assistantships, or Fellowships Taxable grant and scholarship aid reported to the IRS Combat pay or special combat pay Cooperative education program earnings
Section 52014 Parent Untaxed Income
83
The student will be asked to report if his or her parents had any untaxed income in 2014. Check all that apply. Some examples of the most common items are:
Payments to tax-deferred pension and savings plans such as 401K
IRA deductions, and payments to self-employed SEP and Keogh
Child support received Tax exempt interest income Housing, food and other
living allowances paid to members of the military and clergy
Section 5Parent Asset Information
84
NOTE: Some financial aid offices may request supporting documentation for the answers to these questions
Parents may be asked to report their assets as of the day they complete the FOTW if amounts exceed those shown in the question on the FOTW. If so:
Parent(s) must list the net value of their assets as of the day they complete the FOTW
If net worth is zero, enter 0 0
85
If asked, students should report the current balances of their parents’ cash, savings, and checking accounts as of the day they complete the FOTW
They may also be asked to provide information about the net value of parent investments such as real estate, rental property, money market and mutual funds, stocks, bonds and other securities
In addition, they may be asked questions about the net value of parent businesses and investment farms
They should not include the home in which they live, the value of life insurance and retirement plans, or the value of a family-owned and controlled small business
Section 5Parent Assets
Section 5Section 5
STUDENT INFORMATIONSTUDENT INFORMATION
87
Student questions in Section 5 are identical to the parent financial questions we covered If the student is married, also report spouse’s income
and assetsThe questions in Section 5 also ask:
Which 2014 federal tax return the student filed or will file
The student’s 2014 Adjusted Gross Income, if filing a tax return, and earnings from work as well as untaxed income and assets
Section 5Student Financial Information
88
There are questions in Section 5 that the student will be asked only if he/she checked at least one “Yes” response in Section 3 – Dependency Status
Section 5 – Student Information (Independent Students)
89
Student Household SizeInclude in student’s household:
the student and the student’s spouse (if married)the student’s dependent children, if the student
provides more than half their supportother people, if they now live with
the student and will continue to do so from 7/1/15 through 6/30/16, and if the student provides more than half their support now, and will continue to provide that level of support from 7/1/15 through 6/30/16
Section 5 – Student Household Size (Independent Students)
90
Student Number in CollegeCount the student even if the student will attend
college less than half-time in 2015-2016Report others if included in the previous student
household size question only if they will attend at least half-time in 2015-2016 in a program that leads to a college degree or certificate
Section 5 – Student Number in College (Independent Students)
91
A person may be considered a dislocated worker if he or she: lost his/her jobhas been laid off or received a layoff notice is receiving unemployment benefits due to being laid off or is losing a
job and is unlikely to return to a previous occupation is self-employed but is unemployed due to economic conditions or
natural disaster is the spouse of an active duty member of the Armed Forces and has
experienced a loss of employment because of relocating due to permanent change in duty station
is a displaced homemaker A displaced homemaker is generally a person who previously provided unpaid
services to the family (e.g., a stay-at-home mom or dad), is no longer supported by the husband or wife, is unemployed, and is having trouble finding or upgrading employment
Section 5 - Student Dislocated Worker(Independent Students)
92
Indicate if the student, his/her spouse, or anyone in the student’s household received benefits in 2013 or 2014 from any of the federal programs listedSupplemental Security Income (SSI)Supplemental Nutrition Assistance Programs (SNAP)Free or Reduced Price (School) LunchTemporary Assistance for Needy Families (TANF)Special Supplemental Nutrition Program for Women,
Infants and Children (WIC)None of the above
Section 5 – Student Household Federal Benefits (Independent Students)
Section 6Section 6
SIGN AND SUBMITSIGN AND SUBMIT
Section 6 Student Signature Page
94
Sign and Submit Recommend that students
sign the FAFSA electronically using their PINs
Remember to read and mark “Agree” to the student Terms of Agreement
Section 6 Parent Signature Page
95
Sign and Submit Recommend that one
custodial parent signs the FAFSA electronically using his/her PIN
Remember to read and mark “Agree” to the Terms of Agreement
Parent(s) without Social Security Numbers
Click on “Other options to sign and submit” for Paper Signature Page
Section 7Section 7
CONFIRMATION CONFIRMATION
Section 7 Confirmation
97
Confirmation Page Confirms date and time of
submission of the FOTW to the U.S. Department of Education
2015-2016 Confirmation Page
Shows Expected Family
Contribution (EFC) Estimated Federal Pell
Grant and Federal Stafford Loan eligibility
List of schools to receive FAFSA data
Go to Go to www.fafsa.ed.govwww.fafsa.ed.gov to complete and submit your application. to complete and submit your application.
For more information on federal student aid,For more information on federal student aid,
visit visit www.StudentAid.govwww.StudentAid.gov
You can also talk with your college’s financial aid officeYou can also talk with your college’s financial aid office
about other types of student aid that may be availableabout other types of student aid that may be available
98
99
Contact the Financial Aid Office if there are circumstances which affect a family’s ability to pay for college such as:Loss or reduction in parent or student income or assetsDeath or serious illnessNatural disasters affecting parent income or assets such as
the recent California wind storms, wild fires, floods, or mudslides
Unusual medical or dental expenses not covered by insurance
Reduction in child support, Social Security benefits or other untaxed benefit
Financial responsibility for elderly grandparents, orAny other unusual circumstances that affect a family’s ability
to contribute to higher education
Special Circumstances
100
Gather necessary documents ahead of timeComplete a FAFSA on the Web available at:
www.fafsa.ed.govAllow ample time to complete the online FOTW application for
submission by the deadlineCheck the FAFSA on the Web for accuracy prior to submissionSave all work periodicallySign the application using student’s and one custodial parent’s
PINsPrint and keep a copy of the FAFSA before submitting data Print and keep a copy of the Submission Confirmation Page
Application Filing TipsFAFSA on the Web
101
After the student completes the FAFSA on the Web, a SAR will be sent to the student An electronic SAR Acknowledgment will
be sent if student provides an e-mail address
A paper SAR will be mailed if no student e-mail address is provided
An electronic copy of the data will be sent to each college or university listed by the student in Section 2
Keep a copy of the SAR with other financial aid documents
Student Aid Report (SAR)
What Happens Next?
102
Students and the colleges the student listed receive Student Aid Report (SAR) from federal processor
Students who complete FAFSA and Cal Grant GPA Verification Form
receive California Aid Report (CAR)
Students and families review SAR and CAR for important
information and accuracy of data
Colleges match admission records with FAFSA and other
required financial aid forms to determine aid eligibility
Colleges provide notices of financial aid eligibility to admitted students who have completed all required financial aid forms
103
Some students may be required to verify the information reported on the FAFSA
If selected for verification, the tax information of federal tax filers will be verified through The IRS Data Retrieval Process, or IRS Tax transcripts if requested by the college or university
Non-tax filers selected for verification may be asked to provide Signed statements confirming that they did not file a 2014 federal tax return
and were not required by IRS to do so Copies of W-2s or other income documentation from each employer , if any
income was earned from work All selected aid applicants will also be asked to verify certain demographic
data listed such as Household size and number in college Child Support paid and SNAP, if reported on the FAFSA Enrollment History for transfer students Identity Confirmation
Federal Verification
104
By opening a WebGrants Account a student can: Check Cal Grant award status 24/7Confirm student’s high school graduation as required Make changes to Cal Grant school choicesView how much a Cal Grant is worth at
different California colleges and universitiesView Cal Grant payment history Create a WebGrants account at:
www.webgrants4students.org
Check Your Cal Grant
105
Submit all required forms, including the FAFSA, by each college’s published deadlines (but no later than March 2)
By March 2, submit a Cal Grant GPA Verification Form
Keep a copy of all forms submitted
Review the electronic Student Aid Report (SAR) Acknowledgement or the paper SAR sent to the student
Review the California Aid Report (CAR)
Watch for financial aid award notifications from colleges to which the student has been admitted
Be sure to apply for financial aid this year and every year as soon as possible after January 1 to receive the best financial aid award possible
ASK QUESTIONS!
Summary of the Financial Aid Process
106
FAFSA on the Web – Live HelpPhone 1-800-4-FED-AID
(1-800-433-3243)E-mail the U.S. Department of
Education at: [email protected]
If You Need Help at Any Time
Must-Have, Comprehensive Resource
Increase eligibility for student aid
Avoid common errorsComplete the form
quickly, easily and accurately
Free download at www.edvisors.com/fafsa-book
