High school counselor workshop
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High School Counselor Workshop. Agenda. 8:00 a.m.- 8:30 a.m. On-site check-in/Welcome FAFSA Update and Overview Cal Grant/Cash for College Overview Break/Question Period DREAM Act FA101-The Basics Overview Questions. FAFSA Update & Overview. Agenda.

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High School Counselor Workshop

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High school counselor workshop

High School Counselor Workshop



  • 8:00 a.m.- 8:30 a.m.

    • On-site check-in/Welcome

  • FAFSA Update and Overview

  • Cal Grant/Cash for College Overview

  • Break/Question Period

  • DREAM Act

  • FA101-The Basics Overview

  • Questions

Fafsa update overview

FAFSA Update & Overview



  • 2013-2014 Application & Processing

    • Publications and Materials

    • PIN

    • Student Aid Report

  • FAFSA on the Web (FOTW)

High school counselor workshop

Application & Processing


2013 2014 application processing ordering publications

2013-2014 Application Processing Ordering Publications

High schools, libraries or non-profit counseling

  • log in using your mailing list (ML) number


2013 2014 application processing fill in paper fafsa

2013-2014 Application Processing “Fill-in” Paper FAFSA

  • Schools may download a PDF from


  • Students may call 1-800-4-FED-AID or download a PDF from www.FederalStudentAid.ed.gov


2013 2014 application processing personal identification number pin

2013-2014 Application ProcessingPersonal Identification Number (PIN)

Access the PIN Website

  • Why use a PIN?

  • Sign FAFSA electronically

  • Access your FSA records online

  • Make corrections

  • Who can apply?

  • Students

  • Parents


Using the pin website


Using the PIN website


Allows the following PIN actions:

  • Social Security number

  • Name

  • Date of birth

  • Address

  • Email address (encouraged)

  • Challenge question response

    A PIN will be issued upon submitting the request.

    Note:A PIN will be rejected if there is no Social Security Administration match.

  • Apply for a PIN

  • Check PIN status

  • Request a duplicate PIN

  • Access/Update email address and personal information

  • Change PIN

  • Disable, reestablish, activate PIN

    Note: Never ask for or give your PIN to anyone.

Student aid report sar

Student Aid Report (SAR)

  • Received electronically or by mail,

  • Summarizes FAFSA information

  • Displays the EFC and DRN (upper right-hand portion on the SAR)

    EFC- Expected Family Contribution; used to determine eligibility for federal aid

    DRN- Data Release Number; used to send SAR to additional schools


Student aid report sar1

Student Aid Report (SAR)

  • Electronically within 3-5 days if submitted online with a valid email address

  • Electronically within 2 weeks if a paper FAFSA was submitted with a valid email address

    • online filers get an email from “Federal Student Aid” with subject “FAFSA Results…”

  • Postal mail within 3 weeks if the FAFSA was submitted without a valid email address

Fafsa on the web fotw


Fafsa on the web fotw1

FAFSA on the Web (FOTW)


Using FOTW

  • Ask Questions

  • Browse Help

  • Deadlines

  • Announcements

    …and more

Fafsa on the web fotw2

FAFSA on the Web (FOTW)

Contact Us

  • Live “chat”

  • (800) 433-3243

  • [email protected]

Fafsa on the web fotw3

FAFSA on the Web (FOTW)

Browse Help

  • Grouped Topics

  • Keyword Search

Fafsa on the web fotw4

FAFSA on the Web (FOTW)

Fafsa on the web fotw5

FAFSA on the Web (FOTW)

Start Here:

  • Initial FAFSA

  • Corrections

  • Signatures

  • Continuing a Saved FAFSA

  • Renewal FAFSA

Fafsa on the web fotw6

FAFSA on the Web (FOTW)

Getting Started:

  • Guidance

  • PIN Status




Fafsa overview 7 step process

FAFSA Overview: 7-Step Process

Step 1 is about the student

Step 1:Is About the Student

Student demographics

Student Demographics

Check for:

  • Name matches student social security card

  • Transposed numbers

  • Incorrect data on numeric fields

    Tip: Use the Help & Hints section on each page.

    Simple mistakes can delay determining eligibility for aid

Student demographics1

Student Demographics

Students with a high school diploma and who have never attended college must:

  • Identify their high school

  • Select Confirm to find a match.

  • Select the school from the list or select Next to continue.

Step 2 school selection

Step 2: School Selection

School selection

School Selection

  • Add a School

  • Federal School Code

  • Search by:

    • State

    • City

    • Name

  • Housing Plans

  • On campus

  • With parent

  • Off campus

Step 3 determines student s dependency status

Step 3: Determines Student’s Dependency Status

Dependency determination

Dependency Determination

“No” to all questions:

  • makes the student “dependent”

  • Must submit parent information

    Note: childmust be supported financially—more than 50%

Foster care

Foster Care

Select Yes if at any time since the student turned age 13, he/she was in foster care even if no longer in foster care today due to:

  • Adoption

  • Reunification

  • Reached the age of majority (18 yrs.)

    Note: documentation may be required.

Emancipated minors

Emancipated Minors

Select Yes if the student:

  • as of today, is an emancipated minoror

  • was an emancipated minor immediately before turning 18 years old.

    Note:Documentation issued from a court in the student’s state of legal residence may be required.

Legal guardianship

Legal Guardianship

Homeless unaccompanied youth

Homeless, Unaccompanied Youth

Select Yes if any time after July 1, 2012, the student meets all three criteria

“Homeless” or “at risk of being homeless”

  • Lacking fixed, regular and adequate housing. Includes living in shelters, motels, cars, or temporarily living with other people because you had nowhere else to go.


  • Not living in the physical custody of a parent or guardian


  • 21 years or younger

  • Still enrolled in high school at the time the FAFSA is completed

Homeless unaccompanied youth1

Homeless, Unaccompanied Youth

  • A student is eligible for homeless youth status if he/she meets the homeless definition and was determined to be homeless by his/her high school or school district homeless liaison, the director of a runaway or homeless youth center, or HUD

  • Students who meet this criteria are independent

Homeless unaccompanied youth2

Homeless, Unaccompanied Youth

  • A student is also eligible for homeless youth status if he/she meets the homeless definition, but was determined to be homeless by the financial aid office;

  • Students who meet this criteria can use FAFSA on the Web to self-identify.

Step 4 parent information required for dependent students

Step 4: Parent Information Required for Dependent Students

Parent information

Parent Information

Parents must answer both demographic and financial information to determine

  • Custodial parent(s)

  • Ability to contribute to student’s education expenses

Divorced or separated

Divorced or Separated

  • Provide parent’s information for the parent(s) with whom the student lived with most during the last 12 months

  • If the student spent equal time with both parents, use the information for the parent who provided the greatest amount of financial support for the student

Remarried parent

Remarried Parent

Provide information about the parent andstepparentregardless of:

  • Agreement of “nonsupport”

  • Prenuptial agreement

  • Divorce decree designating tax filing exemptions

    Note: parent claiming the studenton the tax return need not be the parent required to provide data on the FAFSA

Parent information1

Parent Information

Do not provide parent information for

  • Foster parent(s)

    • Student is automatically considered an independent student

  • Grandparents, other relatives or legal guardian(s)

    • Colleges may use professional judgment to allow the student to file as an independent student

Parent information2

Parent Information

For upcoming year

  • Household Size: Parent provides more than 50% financial support

  • Number in College: Student enrolled at least half-time

Parent information3

Parent Information

Dislocated Worker

  • Lost job

  • Laid off

  • Self-employed/ unemployed or underemployed

  • Displaced homemaker

Parent income and asset information

Parent Income and Asset Information

  • Same questions asked of students

  • Selecting a box displays additional fields to complete

  • Note: Asset filtering question

Parent income and asset information1

Parent Income and Asset Information

  • Question displays if the student:

    • Is not eligible for an automatic zero EFC or simplified needs calculation, and

    • Reports a state of legal residence that allows students to skip income and asset questions

Step 5 student income and assets

Step 5: Student Income and Assets

Student 2012 income and assets

Student 2012 Income and Assets

IRS Data Transfer

  • Transfer information directly from the IRS

    • Requires PIN

    • Available January 31st

    • After filing tax return

For 2012

Income reporting and verification

Income Reporting and Verification

Selected students and parents must submit income and asset documentation

  • Using IRS Data Transfer (unchanged) meets verification requirements for some income information

  • Otherwise only an IRS Tax Return Transcript will meet verification requirements

  • ID Theft updates

Student income and assets

Student Income and Assets

  • Adjusted Gross Income (AGI)

  • Amount earned from work

  • Taxes paid

  • Exemptions

  • Cash/Investments

    • Asset Threshold

Student financial information

Student Financial Information

Students are askedthe same questionsas parents.


Step 6 signatures and certification

Step 6:Signatures and Certification

High school counselor workshop

Student Sign and Submit

  • Select Signature Method

  • PIN or printed signature page

  • Terms of Agreement

  • $$$ for education expenses only

  • Not in default on a federal student loan

  • Not owe money

  • Receive one Pell Grant from one college at a time

High school counselor workshop

Parent Sign and Submit

  • Select Signature Method

  • PIN or printed signature page

  • Terms of Agreement

  • Provide documents to verify accuracy of information

  • IRS verification

Step 7 confirmation

Step 7:Confirmation

High school counselor workshop

Confirmation Page

  • Confirmation #

  • DRN

  • Optional feature: transfer FAFSA data

  • Eligibility information

  • College information

  • Next steps




  • Login