FAFSA 301: Filing a Renewal FAFSA Revised 9/2013 Understanding the FAFSA FAFSA Filing FAFSA 101 Filing a Renewal FAFSA Corrections Special Circumstances Next Steps FAFSA 201 FAFSA 301

Agenda Financial Aid OverviewPreparing to File a Renewal FAFSAFiling a Renewal FAFSANext Steps: After the FAFSA

Financial Aid Overview Paying for College Family Financing =

Financial Aid Hierarchy Low/NoLow High Private LoansPLUS LoansUnsubsidized Stafford LoansSubsidized Stafford LoansPerkins LoansSelf-Help Aid: Work StudyGift Aid: Scholarships COST AVAILABILITY Gift Aid: Grants *Need-based *Available to everyone *On financial aid award letter Participate in workshops *Paying for College *Student Loans 101: Know Before You Borrow *Scholarship Strategies

FAFSA Review Free Application for Federal Student Aid (FAFSA) Expected Family Contribution (EFC) What kind of aid can you receive? How much aid can you receive? Free FAFSA support through site Free FAFSA support through College Goal Sunday

Agenda Financial Aid OverviewPreparing to File a Renewal FAFSAFiling a Renewal FAFSANext Steps: After the FAFSA

Preparing to File the FAFSA

PIN Help  You may need help  pin.ed.gov  Chat through fafsa.gov  Call FED-AID

Preparing to File the FAFSA

Gather Documents √ √ Income records: most current tax return, or W-2’s or paystubs √ √ Bank statements √ √ Child support statements √ √ TANF or welfare information √ √ Family business information √ √ Real estate, stock or bond investment records you may have √ √ Any untaxed income records √ Records of money from financial aid, scholarships or fellowships √ Records of education-related expenses √ Opt*Social Security Card, Green Card or Permanent Resident Card Opt Driver’s license

Preparing to File the FAFSA

Agenda Financial Aid OverviewPreparing to File a Renewal FAFSAFiling a Renewal FAFSANext Steps: After the FAFSA Participate in workshops *FAFSA 101:Understanding & Filing the FAFSA *FAFSA 201: Corrections, Special Circumstances & Next Steps

FAFSA Roadmap YES, to ANY one question NO, to ALL questions. FAFSA START LOGIN Student Legal Name SSN Date of Birth FAFSA START LOGIN Student Legal Name SSN Date of Birth RENEW MAKE CORRECTIONS STUDENT INFORMATION NEW HIGH SCHOOL COLLEGES List up to 10 colleges COLLEGES List up to 10 colleges DEPENDENCY STATUS Born before Jan. 1, 1990 Married Working on Masters or Doctorate Degree Have children that you financially support Veteran or Currently serving in the US Armed Services Since the age of 13, both parents were deceased, you were/are in foster care or ward of the court Emancipated Minor Have a legal Guardian On or after July 1, were homeless or at risk of being homeless DEPENDENCY STATUS Born before Jan. 1, 1990 Married Working on Masters or Doctorate Degree Have children that you financially support Veteran or Currently serving in the US Armed Services Since the age of 13, both parents were deceased, you were/are in foster care or ward of the court Emancipated Minor Have a legal Guardian On or after July 1, were homeless or at risk of being homeless PARENT(S) FINANCIAL INFORMATION PARENT DEMOGRAPHIC INFO: Father or Mother Married/ Remarried BOTH PARENTS DEMOGRAPHIC INFO Father/Step-father Mother/Step-mother BOTH PARENTS DEMOGRAPHIC INFO Father/Step-father Mother/Step-mother PARENT INFORMATION Divorced, Separated, Widowed SIGNATURE Student PIN &Parent PIN SIGNATURE Student PIN &Parent PIN STUDENT FINANCIAL INFORMATION SIGNATURE Student PIN SIGNATURE Student PIN

Login Page

FAFSA Support

My FAFSA Welcome Page

Password Page

Login v. Password v. PIN FAFSA year 1FAFSA year 2 FAFSA year 3 Login Password 1Password 2Password 3

Introduction Page

Student Demographics

Eligibility for Financial Aid

College Information

Dependency Status

Dependency Status Results

Parent Information IF YOUR PARENT(S) ARETHEN ENTER INFORMATION FOR MARRIEDBOTH PARENTS REMARRIEDTHE PARENT (AND STEP PARENT) YOU LIVE WITH MOST SINGLE OR WIDOWEDTHE SINGLE OR SURVIVING PARENT DIVORCED OR SEPARATEDTHE PARENT YOU LIVE WITH MOST UNMARRIED, BUT LIVING TOGETHER BOTH PARENTS, REGARDLESS OF MARITAL STATUS SAME SEXFOLLOW ABOVE GUIDELINES

Parent Demographics

Financial Information Will fileThe amounts entered will be estimates Already completedThe amounts entered will be final Will not fileThe amounts entered may have to be verified through other documentation

Financial Information

Federal Means Test

Additional Financial Information Only 1 person can claim 1 of these credits Enter only the information for the person in question See: IRS Publication 970

Taxable Scholarships/Fellowships? If you use the scholarships/ fellowship for: AND you are…THEN the it is… A degree candidate Not a degree candidate Tax freeTaxable TuitionXX XX FeesXX XX BooksXX XX SuppliesXX XX EquipmentXX XX RoomXXX BoardXXX TravelXXX See: IRS Publication 970

Parent Assets AssetsCash, savings, checking accounts InvestmentsReal estate, trust funds, stocks, CD, special minor accounts, money market funds, securities, commodities, college savings plans (529 college savings/prepaid tuition plans), mutual funds, bonds, etc

Student Financial Information See: IRS Publication 929

Sign & Submit 1 2 3

Confirmation Page

Agenda Financial Aid OverviewPreparing to File a Renewal FAFSAFiling a Renewal FAFSANext Steps: After the FAFSA

What Happens to your FAFSA Info

Complete the FAFSA Process COMPLETE FAFSA PROCESS  Check often  Review SAR  File your taxes early!  Complete Verification and/or Special Circumstance documentation *Participate in FAFSA 201: Corrections, Special Circumstances & Next Steps workshop

Next Steps Participate in workshops: *Student Loans 101: Know Before You Borrow

Resources  For help filing the FAFSA  College Goal Sunday: collegegoalsundaywa.org  Chat: fafsa.gov  Phone: FED-AID   For tax education-related tax questions  IRS publication 970  Free tax preparation & help: United Way  For help/questions about Verification, special circumstances, or your Financial Aid Award Letter  Financial Aid Office at your selected schools  For “how-to” support through the process  Recorded workshops: usafunds.webex.com

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