2009-2010 Application Processing Update
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2009-2010 Application Processing Update Michele Brown Director of Applicant Products and Customer Service Marilyn LeBlanc Director of Application Processing. Today’s Topics. The Free Application for Federal Student Aid The College Cost Reduction and Access Act Post 9/11 GI Bill

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2009-2010 Application Processing Update

Michele Brown

Director of Applicant Products and Customer Service

Marilyn LeBlanc

Director of Application Processing


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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

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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

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CCRAA Changes

Effective 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

Dependency Status Criteria

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CCRAA Changes

Effective 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

Dependency Status Criteria

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CCRAA Changes

Effective for 2009-10

Adds to Independent Student Definition

Homeless Unaccompanied Youths

Youths at Risk of Homelessness

Dependency Status Criteria

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Impact 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

Dependency Status Criteria

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CCRAA Changes

Effective 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

TEACH Grant

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CCRAA Changes

Effective 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

Qualified Education Benefits (529 Plans)

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CCRAA Changes

Effective 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

Federal Means Tested Benefits

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CCRAA Changes

Effective for 2009-10

Adds Dislocated Worker as eligibility criteria for SNT/Auto Zero EFC

Impact to FAFSA

Questions for independent student and parents added

Dislocated Worker

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CCRAA Changes

Effective 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

Worksheets A, B and C

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  • 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

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Post 9/11 GI Bill Changes

Effective 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

Veterans Benefits

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Dependency questions reordered to improve flow

Additional Changes to the FAFSA

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Reordered Housing Plan options

Added data element for parents’ e-mail address

Changed the response options for Selective Service registration question

Additional Changes to the FAFSA

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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

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

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Paper and PDF Submissions As of September 19, 2008

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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

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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

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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

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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

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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


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FAA Access to CPS Online


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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

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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

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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

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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

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Need Analysis Changes and Application Edits


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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)

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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

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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

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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

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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

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Institutional Student Information Record (ISIR)

2009-10 ISIRs in flat-file format

Date fields incremented

No changes to message classes

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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

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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

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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

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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

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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…

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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 Update

Day 3, 11:00 a.m.

C-16: CPS Process, Data Matches and Processing Changes

Day 3, 3:15 p.m.

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Contact Information

  • Michele Brown:

    • michele.brown@ed.gov

    • 202-377-3203

  • Marilyn LeBlanc:

    • marilyn.leblanc@ed.gov

    • 202-377-3205

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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

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Important 2009-10 Dates

November

School Electronic Process Guide

ISIR Guide

SAR Comment Codes and Text

EFC Calculation Guide

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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 available

1/2: 2009-10 EDExpress Release 1.0 available

1/2: Application Processing System Specifications for Software Developers, Final

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