Successfully Submitting the CA Dream Application & Implementation at CA Public Universities

1. Successfully Submitting the CA Dream Application &Implementation at CA Public Universities

2. Today’s AGENDA • Overview of CA Dream Application • Questions & Answers Regarding Implementation of CA Dream Act with UC, CSU, CCC & CSAC

3. Dream Application Overview Presentation Created By:Nancy JodaitisFinancial Aid CounselorAB 540 Advisor Dream Act CoordinatorSan Francisco State University& E4FC Educator Action Group

4. Question & Answers with CA Dream Application Panel • [Enter Presenter’s name here]

5. Workshop Overview • KEY POINTS to REMEMBER • OVERVIEW of the Application • WHEN & HOW to Apply • WHO Should Fill Out Application • PARENTAL Information Needed? • Highlighting SPECIFIC Problem Areas • Successfully SUBMITTING Dream App • RESOURCES Available

6. Dream Act Aid is not Deferred Action (DACA)

7. 3 CA Dream Act of 2011 Overview

8. Changes for 2014-15 Application • New Look & Format is User-Friendly • 1st Question: DREAM App & DACA • Individual Sections by Tabs • Contains Skip Logic and Pop-Ups • Timer Reminds Students to Save App • Identifies Dependent & Independent • Confirmation Page Easier to Access

9. Overview of CA Dream Application Instructions: Dream Application or FAFSA? • Student Questions • Dependency Determination • Parent Questions & Income (If required) • Signature • Confirmation Page • CalSAR (Cal Student Aid Report)

10. The deadline is MARCH 2ND !*!*! REALLY!

11. On-Line Application AVAILABLE www.caldreamact.org January 6, 2014 to March 2, 2014 (Priority filing period) Paper application is also available, online recommended.

12. Online Application is MUCH FASTER!

13. Who Can Fill out Dream App? ONLY AB 540 Students & U-Visa Holders should fill out the Dream Application

14. Citizens & Legal Perm Residents= FAFSA

15. Eligible Non-Citizens & T Visa = FAFSA

16. 14-15 Application ASKS about DACA

17. Dream App Identifies Eligibility Criteria • Checks up front whether DREAM or FAFSA should be used. • Reiterates Need to qualify for AB 540 criteria to meet DREAM eligibility.

18. AB 540 Students Qualifications • Must be classified as AB 540 Student by CSU, UC or CCC • This means student must: • File non-resident tuition exemption affidavit AND • Present official high school transcripts three years & graduation at CA High School • Receive confirmation that they have been classified as an AB 540 student

19. Citizenship Status for Dream App MUST CHOOSE:Not a citizen or eligible noncitizen

20. FAFSA DREAM

21. Documents Needed to Complete 2014-15 CA Dream Application • W-2 forms and other 2013 records of income • 2013 Income Tax Return (s) (if student or parents have one) • Records of child support paid (if applicable) • Records of student scholarships included in student or parents’ taxes (if applicable) • Current investment records • Current business and farm records (if over 100 employees) • Current bank statements (if applicable)

22. Parental Information & SignatureRequired UNLESS Student Is: • Born Before 1/1/91 • Married • Has dependent children OR dependents (other than spouse) for whom they provide more than 50% of their support • Attending Graduate School • Active in Armed Forces or Veteran • Court Certified Minor in the United States (Legal Guardianship, Foster Care, etc.)

23. Must be Verified by Court in US • Foster Care or Ward of Court • Emancipated MinorLegal Guardianship • Unaccompanied Youth who was Homeless • (emergency & shelter homeless or transitional housing)

24. Parental Information Required • Biological or Adoptive Parents ONLY • NOTGrandmothers, Uncles, Brothers, Sisters, ETC. • Unless it would cause physical or emotional harm to contact parents…. • Then write letter explaining situation & contact school regarding Dependency Override

25. Parents Living in Other Countries • Fill out application on-line if they have access to the internet • Work with student to complete on-line application via phone or mail • Indicate foreign taxes & convert to $$ • Submit with P.I.N. if possible. If not, student can send signature page to parent and have them return to CSAC PRIOR to March 2nd

26. Documents Needed to Complete CA Dream Application • W-2 forms and other 2012 records of income (if student or parents have any) • 2012 Income Tax Return (s) (if student or parents have one) • Records of child support paid (if applicable) • Records of student scholarships included in student or parents’ taxes (if applicable) • Current investment records • Current business and farm records (if over 100 employees) • Current bank statements (if applicable)

27. Household Income • Student must report income and any cash support given by relatives except food & housing • If student is under 24 years old, their parents must also report their income and any cash support given by relatives except food & housing (Unless married, have children, graduate student, etc.)

28. Verification of Household Income • Some students may have to verify household income. • If student or parent meet income guidelines, they might be required to present an IRS tax return transcript and/or W2 or 1099 Forms. • Student & Parent can file taxes using ITIN or SSN at ww.irs.gov

29. Again… the deadline is MARCH 2ND !*!*! REALLY!

30. Don’t Wait ~ ESTIMATE!! • If taxes aren’t filed in January or February, MEET THE MARCH 2ND DEADLINE by answering: □ Will File Taxes□ Already Filed Taxes□ Not Required to File Taxes • After taxes are filed, go to caldreamact.org and update from ‘Will File’ to ‘Already Filed’ • Input actual numbers from 1040 forms

31. AB 131 CA State Financial Aid ProgramsforUNDERGRADUATE STUDENTS

32. University of California UndergraduateAB 130/131 Financial Aid Programs

33. AB 130/131 CA State Financial Aid ProgramsforGRADUATE STUDENTS

34. Applying for Cal Grant 13-14 Submit California Dream Application AND Non-SSN Cal Grant GPA Verification Form BY MARCH 2, 2013

35. ANY Information MAILED to CSAC • POSTMARKED by deadline date • California Student Aid Commission P.O. Box 419077 Rancho Cordova, Calfornia 95471-9077 • Be Sure to get a CERTIFICATE of MAILING from U.S. Post Office to prove you mailed information by deadline date. • Cost: $1.15

36. For CAL GRANTS:www.csac.ca.govCreate an account at WebGrants4Students DREAM ID Needed to check status

37. Check your CAL Grant status and Make SURE the Proper School is Listed

38. BOGG Fee Waiver at CCCs • Standard BOGG Fee Waiver Application for AB 540 students • Per Each CCC, Use asStand Alone or In Conjunction with CSAC Dream Application

39. Selective Service Registration • Male between the ages of 18 to 25 years MUST register with selective service to meet eligibility requirements. • Over 26 must document inability to register, send letter explaining why didn’t register • Get more info at www.sss.gov

40. Students should register via mailing in a selective service registration postcardwww.caldreamact.org or U.S. Post Office

41. Successfully Submitting Application • STUDENT chooses their User ID and password. This will substitute as their P.I.N. (personal id) to sign the application. • PARENT chooses “Add Parent Signature”, and has student sign into their account. Parent puts in parent name, birthdate and wages to create PARENT PIN, which they use to sign application. • Use confirmation tab to confirm signature

42. Common Problems with Filling Out Application or Receiving DREAM Funds • Student Name Doesn’t Match • Missed Priority Deadline • Parent Signature MISSING • Legal Guardianship not recognized in US • Students not classified as AB 540 at college • Forgot to Register for Selective Service

43. STUDENT IS RESPONSIBLE TO CHECK APPLICATION STATUS with CSAC & their Financial Aid Office • CHECK DREAM Confirmation Page • CHECK Financial Aid at All Schools Is Financial Aid Office waiting for any documents from YOU?? • CHECK email you used for application • VISIT or Call the Office with Questions~ BE PROACTIVE!

44. Where To Get INFO/HELP with CA Dream Application?? • CA Student Aid Commission www.csac.ca.org or 888-224-7268 • CA Dream Application www.caldreamact.org • Financial Aid Office • Website, By Phone, Email, In-Person

45. RESOURCES AVAILABLE for Dream App • CA Dream Act Instructions ww.caldreamact.org • Guidelines for 14-15 Dream Applicationwww.sfsu.edu/ ~finaid/ab540

46. Guidelines for 14-15 Dream Application Available On-Linewww.sfsu.edu/~finaid/ab540

47. AB 540 WEBSITE at SF STATEwww.sfsu.edu/~finaid/Ab540

48. UC Berkeley undocu.berkeley.edu

49. UC RESOURCES AVAILABLE for Dream App • University of California Informationhttp://ucal.us/dream • Help from UC Berkeley http://students.berkeley.edu/finaid/undergraduates/types_dream.htm and • EMAIL: dream@berkeley.edu

50. Educators for Fair Considerationwww.e4fc.org • Dream Act Guide • Financial Aid Guide • Scholarship Lists • DACA Information • Legal Remedies • Life After College Guide All free and downloadable