Application Processing Update Michele Brown, Applicant Products and Customer Service Jody Sears, Application Processing

1. Application Processing Update Michele Brown, Applicant Products and Customer Service Jody Sears, Application Processing Division U.S. Department of Education

2. Early Awareness Spanish Initiatives SAR Redesign Print Distribution Changes Real-Time PIN Simplification, Enhancements and Improving Accuracy of Applicant Data FOTW Renewals Corrections FAA Access CPS Processing Updates Agenda 2008-2009 Highlights

3. Early Awareness • Goals of FAFSA4caster • Provide general information relative to student financial aid • Foster early awareness and create familiarity with the aid application process and form • Serve as an early analysis tool informing of college affordability • Reduce the time required to submit the “official” financial aid application in students’ senior year and beyond

4. Early Awareness FAFSA4caster www.FederalStudentAid.ed.gov

5. Early Awareness

6. Early Awareness

7. Early Awareness

8. Early Awareness

9. Early Awareness

10. Early Awareness

11. Spanish Initiatives • FOTW re-designed to work as a stand-alone Spanish language Web site • Spanish language outputs, notifications and survey have been added

12. Spanish Initiatives

13. Spanish Initiatives

14. Spanish Initiatives

15. SAR Redesign • Goals of SAR redesign • Streamline the text and provide results of the application process • Provide EFC • Verification selection • Next steps, including issue resolution

16. SAR Redesign • Front page simplified by creating two main sections • Application Status • Federal Student Aid Eligibility • Students informed if they have been selected for verification

17. SAR Redesign • Comments on page 3 re-formatted to create a checklist identifying tasks that students must complete

18. Application Processing StatisticsThrough Week 44 For 2007-2008 • 96% of FAFSAs were filed electronically • 4% of FAFSAs filed on paper

19. FAFSA Print and Distribution Strategy • To date, Federal Student Aid printed and distributed over 12 million 2007-2008 paper FAFSAs • The strategy for 2008-2009 is to increase the application options for students

20. FAFSA Print and Distribution Strategy • FAFSA on the Web • FOTW worksheet • Available for order through FSAPubs • Available for download on FOTW • PDF FAFSA • Paper FAFSA • Available to students through FSAIC • Paper FAFSA • Available by special request to schools and delivery partners through FSAPubs

21. Real-Time PIN • Top issues for 1-800-4FED-AID • I lost my PIN • I need to get a duplicate PIN • How do I retrieve my PIN? • Do my parents need a PIN?

22. Real-Time PIN • Our customers wanted- • To receive their PIN instantly • Ability to create a meaningful PIN during the application process • Avoid delays in the application process

23. PIN Home Page

24. FAFSA Simplification • Enhanced skip logic • Reduced the number of questions and Web pages that display • Enhanced parent data transfer • Improved parent data transfer function for multiple children • Enhanced user experience • Reordered and reworded questions for better flow and clarity

25. FAFSA Enhancements

26. Improving the Accuracy of Applicant Data • CPS processing enhancements added to improve the accuracy of applicant data • Edit changes • CPS match changes • ISIR changes • NSLDS elements

27. REAL-TIME PIN APPLICATION PROCESS

28. Real-Time PINPIN Web Site

29. Real-Time PINPIN Web Site

30. Real-Time PINPIN Web Site

31. Real-Time PINPIN Web Site

32. Real-Time PINPIN Web Site • PINs will be generated and available to immediately sign the FAFSA • Prior to a successful SSA match, the PIN will have limited functionality • After a successful SSA match, the PIN will have full functionality • If SSA match fails, PIN will not be usable until the match reject is resolved

33. 2008-2009 FAFSA SIMPLIFICATION, ENHANCEMENTS AND IMPROVING ACCURACY OF APPLICANT DATA

34. FAFSA SimplificationSkip Logic

35. FAFSA SimplificationSkip Logic

36. FAFSA SimplificationSkip Logic

37. FAFSA SimplificationImproved User Experience • Re-worded some questions and responses to improve clarity

38. FAFSA Simplification Improved User Experience Now allows 10 School Codes

39. FAFSA Renewal Renewal FAFSA FAFSA Simplification Improved User Experience • Improved the Parental information transfer function

40. FAFSA SimplificationSignature Process

41. FAFSA Simplification Signature Process

42. FAFSA Simplification Signature Process

43. FAFSA SimplificationSubmission Confirmation

44. 2008-2009 RENEWAL PROCESS

45. Renewal Process

46. For 2008-09, the following records will be renewal eligible: Records with Dependency Override set Records with Professional Judgment (FAA Adjustment) set Renewal Process

47. Renewal Process • Records submitted on the web will be checked for a Dependency Override in the previous year • If dependent, message will refer the student to the FAA • Students who have become independent since the previous year will be allowed to complete FAFSA by providing student information only

48. Renewal Process • For 2008-09, the following values will not be carried forward • Means-tested federal benefits programs • Exemptions for parent and student • For 2008-09, the following values will be carried forward • Active Duty Military? • Are you Male? • Type of Aid Interested in Receiving?

49. Renewal Process • Students will receive renewal reminders to complete their pre-filled FAFSAs in January and February • E-mail reminder notifications will contain a link to the FAFSA Web site • Paper reminder notifications will be sent to students without valid e-mail addresses

50. 2008-2009 CORRECTION PROCESS