1. The Application Process A NASFAA Authorized Event Presented by Stephanie Lawrence Director of Financial Aid Albany State University GASFAA Fall Workshop October 19, 2016

2. Lesson 1: Free Application for Federal Student Aid (FAFSA)

3. Uses of FAFSA Data Compute the expected family contribution (EFC)
Confirm student eligibility criteria using various database matches with federal agencies

4. Supplemental Forms or Applications
Used to determine student eligibility for state and/or institutional aid
Permitted for federal aid only to:
Verify FASFA information
Resolve conflicting information

5. Options for Filing the FAFSA
Paper FAFSA
FAFSA on the Web (FOTW)
FAA Access to CPS Online
FAFSA on the Phone

6. The Paper FAFSA Available in English and Spanish
Available from ED, high schools, TRIO programs, libraries, community agencies, and other sources
10-page document

7. Electronic FAFSA: FAFSA4caster
A “pre-application” tool for high school students and their parents

8. Electronic FAFSA: FOTW
Available online
Allows for real time, online submission of initial FAFSA and any corrections
Offers instructions and help text
Uses skip-logic and edits

9. Electronic FAFSA: FOTW
Available in English and Spanish to help filers prepare to complete application online

10. Electronic FAFSA: FAA Access to CPS Online
Used by FAAs to access and submit application data on applicant’s behalf
School first must register with ED

11. Electronic FAFSA: FAA Access to CPS Online
Multiple uses
Schools must retain all records related to transmission to the CPS
Demonstration versions of FAA Access to CPS Online and FOTW available

13. Federal Student Aid ID
Used for FAFSA completion and for all ED student and borrower-based websites
Apply at

14. FAFSA on the Phone (FOTP)
Option to complete FAFSA by phone
Intended for applicants with limited/no Internet access, faced with pressing deadlines
FEDAID

15. FAFSA Filers Under the Age of 13
Children’s Online Privacy Protection Act (COPPA) of 1998 prohibits ED from electronic communication with applicants under 13
Must request paper FAFSA by phone
UNDER 13

17. Lesson 2: Application Process

18. Completing FOTW: Section 1

19. Completing FOTW: Section 2

20. Completing FOTW: Section 3
Parent information
Completed only if student is dependent
Who is a parent?
Identify dislocated worker status
Report taxable and non-taxable income
IRS Data Retrieval Tool

21. Completing FOTW: Section 4
Student Financial Information
Report taxable and non-taxable income
Identify dislocated worker status

23. Completing FAFSA on the Web

24. Completing FAFSA on the Web
Applicants may sign:
Electronically, using FSA ID
Printed copy of FOTW signature page
Rejected SAR

25. Completing FAFSA on the Web
Confirmation number and receipt date
Graduation, retention, and transfer rates for each college
What happens next
Estimated EFC
Estimated Pell Grant and Direct Loan eligibility

27. Lesson 3: Processing FAFSA Data and Application Output

28. Database Matches Social Security Administration
Department of Homeland Security
Selective Service System
National Student Loan Data System
Department of Defense
Department of Veterans Affairs
Department of Justice Hold File

29. Expected Family Contribution (EFC) Calculation
EFC measures the student’s and her family’s ability to pay for postsecondary education expenses
An official EFC is calculated using CPS edits and database matches
Financial aid administrators must use the student’s official EFC

31. CPS Student Aid Report Email Notification of SAR Processing
Paper SAR
Paper SAR Acknowledgment

32. Email Notification of SAR Processing
If valid address on FAFSA
Provides access to electronic SAR

33. Student Aid Report
If paper FAFSA filed without providing an address

34. SAR Acknowledgment
If electronic application filed without providing an address
Student may review data, but cannot use to make changes

35. Institutional Student Information Record (ISIR)
CPS sends results to schools selected
Includes comments, codes, and flags to identify processing issues
Signature page, if needed

37. Lesson 4: Changing Applicant Data

38. Corrections
Student
NSLDS
FAA

39. FAA Access to CPS Online, with documentation
Corrections
FAFSA on the Web,
with FSA ID
Student Aid Report,
with signatures
FAA Access to CPS Online, with documentation
N/A
Student
FAA

40. Updates Household size Number in college Dependency status
Verification
All year

41. Adjustments
Financial aid administrator may exercise professional judgment (PJ) authority
Dependency status override
Data elements affecting the EFC
Cost of attendance

42. Adjustments Process a dependency status override
Submit an override on an initial application
Submit an override after the initial application
Accept dependency override transactions performed by another school