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2011-2012 FAFSA. December 2010. Agenda. FAFSA Question Changes and Deletions CPS and ISIR Changes FAFSA on the Web Simplification and Enhancements Data Entry Corrections Resources. FAFSA Question Changes and Deletions. FAFSA Question Changes. High School Completed New question
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2011-2012 FAFSA December 2010
Agenda • FAFSA Question Changes and Deletions • CPS and ISIR Changes • FAFSA on the Web Simplification and Enhancements • Data Entry • Corrections • Resources
FAFSA Question Changes • 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 Deletions Enrollment status question will be deleted TEACH grant question will be deleted
Untaxed IncomeText Changes • 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 Grant 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 Loan • 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 Changes • 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 Changes • 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 Changes • 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 Changes • ISIR layout posted in EDE Technical Reference on October 25, 2010 • Incremented all date fields • No changes to message classes • ISIR record in flat-file format • ISIR follows order of questions on the 2011-12 paper FAFSA • FAFSA data elements added, deleted, or modified, as appropriate • Exception: ACG data elements remain on ISIR, but will always be blank
2011-12 ISIR Changes • 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 Changes • 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 Match • 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
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.
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
Redesigned Homepage • Simplified options • Updated graphics • An updateable announcement section • Access to FAFSA4caster • Access to FAFSA PDF and paper FAFSA information
Year specific Federal deadline for initial FAFSA submission and FAFSA corrections State specific deadline Standard message for college deadline Deadline Results
Three student options for applying: Online PDF FAFSA Paper FAFSA FAFSA Filing Options
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. Contact Us
Redesigned FAFSA4caster • Streamlined estimating tool • Data is not saved • Uses historical data to assume asset values, untaxed income and income exclusion amounts
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
…One Log-in for all Functionality • Name re-ordered to first name and full last name.
Reconfirmation of Identifiers • New student identify confirmation to reduce incorrect entries
“My FAFSA” page – New Student • Dynamic messaging guides the applicant through all phases of the application experience • Application Status • PIN Status
“My FAFSA” page - “Continue” • Applicant may Continue to complete a saved application from where he/she left off or Start Over
Simplified Secure Access – New Applicant • PIN and Password requirements will be dynamically determined by the system
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. Enhanced Functionality
Presented to students who indicate a high school diploma and Never attended college / 1st yr. or Attended college before / 1st yr. High School Question Functionality
High School Question • Student enters the name, city and state of the high school they attended • Student selects Confirm to retrieve the results
US Department of Education: National Center for Education Statistics NCES Private School Universe Survey (PSS) – Private Schools NCES Common Core of Data (CCD) – Public Schools High School Question Database
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. High School Search Results – Matches Found
If no matches are found, the student selects Next to continue and the search criteria are saved. High School Search Results – No Matches Found
School Selection Step • Student may enter up to 10 colleges by entering Federal School Code or Searching on State, City or School Name
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
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.
View Selected School Information • The student may compare information on as many as ten schools by selecting the View Selected School Information button
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.
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”
IRS Request Flag Values • IRS Request Flag on ISIR will be populated
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
Asset Net Worth Threshold • 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.