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Application Processing Update Michele Brown, Applicant Products and Customer Service Jody Sears, Application Processing Division U.S. Department of Education. Early Awareness Spanish Initiatives SAR Redesign Print Distribution Changes Real-Time PIN.

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slide1
Application Processing Update

Michele Brown, Applicant Products and Customer Service

Jody Sears, Application Processing Division

U.S. Department of Education

agenda 2008 2009 highlights
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
early awareness
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
early awareness4
Early Awareness

FAFSA4caster

www.FederalStudentAid.ed.gov

spanish initiatives
Spanish Initiatives
  • FOTW re-designed to work as a stand-alone Spanish language Web site
  • Spanish language outputs, notifications and survey have been added
sar redesign
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
sar redesign16
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
sar redesign17
SAR Redesign
  • Comments on page 3 re-formatted to create a checklist identifying tasks that students must complete
application processing statistics through week 44
Application Processing StatisticsThrough Week 44

For 2007-2008

  • 96% of FAFSAs were filed electronically
  • 4% of FAFSAs filed on paper
fafsa print and distribution strategy
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
fafsa print and distribution strategy20
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
real time pin
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?
real time pin22
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
fafsa simplification
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
improving the accuracy of applicant data
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
real time pin pin web site32
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
fafsa simplification improved user experience
FAFSA SimplificationImproved User Experience
  • Re-worded some questions and responses to improve clarity
fafsa simplification improved user experience39
FAFSA

Renewal

Renewal

FAFSA

FAFSA Simplification Improved User Experience
  • Improved the Parental information transfer function
renewal process46
For 2008-09, the following records will be renewal eligible:

Records with Dependency Override set

Records with Professional Judgment (FAA Adjustment) set

Renewal Process
renewal process47
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
renewal process48
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?
renewal process49
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
faa access to cps online54
FAA Access to CPS Online
  • Increased school code choices and housing choices to ten
  • FAAs can access another student’s record from Application Entry and the Verification Tool
  • FAAs will be able to access renewal applications using the students DRN
isir analysis tool new feature
ISIR Analysis Tool-New Feature
  • Demonstration Site – NEW for 2008-09
  • Enhanced report feature to examine ISIR fields that impact EFC and Pell Grant Eligibility
  • Available February 2008
improving accuracy cps edit changes
Improving AccuracyCPS Edit Changes
  • New Reject 4: non-verifiable reject (FAA-only override) if Marital Status Date is greater than the date the application was signed
  • New Reject 20: non-verifiable reject (FAA-only override) for non-filers whose income exceeds the IRS requirements for filing a federal tax return
improving accuracy cps edit changes61
Improving AccuracyCPS Edit Changes
  • Added a warning edit for applicants whose tax filing status is “Will File” and they are correcting one of the following fields:
    • AGI
    • Earned Income
    • Taxes Paid
    • Exemptions
  • New edit will ask applicants to re-answer the tax return question
improving accuracy match changes
Improving AccuracyMatch Changes
  • Selective Service
    • SAR C Flag and comment will be suppressed when
      • Student indicates veteran status and
      • VA Match Flag equals 1 (Match) and
      • Selective Service Match equals “N” (No Match) or “T” (Match conducted, student within 45 days of 18th birthday)
isir changes
ISIR Changes
  • Unofficial EFC will be calculated for records with signature only rejects (14, 15 and/or 16)
    • Records will be rejected with no official EFC calculated
    • Signature Reject EFC field added to ISIR for use by state agencies and schools
    • Signature required to resolve reject
    • Unofficial EFC will not display on SAR
    • Unofficial EFC cannot be used to award or disburse aid
isir nslds changes65
ISIR NSLDS Changes
  • ACG and National SMART Grant Data fields added
participation management system changes
Participation ManagementSystem Changes
  • Current assignment of TG numbers is being modified to allow for alpha characters in the 3rd byte (e.g. TGA1234)
  • Supply of existing unassigned TG numbers is dwindling--
    • Currently at number TG45988
    • We will run out of numbers at TG49999
web demo sites
Web Demo Sites
  • Fafsademo.test.ed.gov
    • FOTW
    • FAA Access to CPS Online
    • ISIR Analysis Tool (available February, 2008)
  • User Name: eddemo
  • Password: fafsatest
  • Available 12/2/2007
2008 09 application processing release schedule
2008-09 Application Processing Release Schedule
  • August
    • Draft ISIR Record Layout posted to IFAP
  • October
    • Summary of Changes for the Application Processing System
    • CPS Test System Users Guide
    • EDE Technical Reference
2008 09 application processing release schedule69
2008-09 Application Processing Release Schedule
  • November
    • ISIR Guide
    • SAR Comment Codes and Text
    • School Electronic Process Guide
    • Student Web Application Products Process Guide
2008 09 application processing release schedule70
2008-09 Application Processing Release Schedule
  • December
    • EFC Formula Guide
  • January
    • FOTW available for 2008-09 (1/1)
    • CPS Processing starts up for 2008-09 (1/2)
    • 2008-09 EDExpress Release 1 becomes available
other application processing sessions of note
Other Application Processing Sessions of Note
  • Resolving Database Match Results (SAR-C Codes) and CPS Rejects (Session #14)
  • EDExpress (Session #15)
  • Hands-on - FAA Access to CPS Online for New Users (Session #21)
  • Hands-on Tour of R2T4 on the Web (Session #22)
contact information
Contact Information

We appreciate your feedback and comments. We can be reached at:

Michele Brown

Phone: 202-377-3203

Email: [email protected]

Jody Sears

Phone: 202-377-3604

Email: [email protected]

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