1. DECEMBER 2010 2011-2012 FAFSA 1

2. Agenda FAFSA Question Changes and Deletions CPS and ISIR Changes FAFSA on the Web Simplification and Enhancements Data Entry Corrections Resources 2

3. FAFSA Question Changes and Deletions 3

4. FAFSA Question Changes 4 High School Completed  New question  Regulatory mandate  Students who indicate they received a high school diploma will be asked to provide the name of the high school they attended Work-Study  Revision to work-study and student loan question (Q31)  Departmental guidance  Students will be asked to indicate their interest in work- study only

5. FAFSA Deletions 5 Enrollment status question will be deleted TEACH grant question will be deleted

6. Untaxed IncomeText Changes 6  Other untaxed income not reported in items 44a through 44h, such as workers’ compensation, disability, etc. Also include first-time homebuyer tax credit from IRS Form 1040-line 67 and the first $2,400 of unemployment benefits received. Don’t include student aid, earned income….

7. Academic Competitiveness Grant and National Science and Mathematics Access to Retain Talent Grant 7 The ACG and SMART Grant programs do not have authorized funding beyond 2010-2011 ACG section within FOTW will no longer be presented to applicants

8. Parent PLUS Loan 8 In 2011-12, a student must file a FAFSA to receive a Parent PLUS loan  98% of students whose parents receive a PLUS loan already file, so not a significant change  Intended to ensure that database matches are being conducted

9. 2011-12 CPS Changes 9 Need Analysis  Updated tables published in the Federal Register on May 27, 2010  Asset protection allowances will decrease due to variations in the underlying figures used in the calculation of the allowance  Income threshold for Automatic Zero EFC increases to $31,000  EFC Formula Guide posted to IFAP on October 13, 2010

10. 2011-12 CPS Changes 10 Modified Reject 1 for Web applicants  New asset threshold question allows some parents and independent students to skip answering asset net worth questions  Currently, CPS applies Reject 1 to applicants who are not SNT eligible and leave one or more asset questions blank  In 2011-12, CPS will not set Reject 1 if asset questions were skipped because  Asset threshold question was presented on the Web, and  Applicant or parent answered “no” to the asset threshold question

11. 2011-12 CPS Changes 11 Updated Reject 20 income values  CPS rejects records when applicants and/or parents claim to be “non filers,” but report income above IRS filing requirements  Values updated based on 2010 IRS adjustments Modified comment text/codes (156 and 157) to encourage applicants and parents to use the IRS Data Retrieval Tool in FAFSA corrections if they said that they “will file” a tax return on their application

12. 2011-12 ISIR Changes 12 ISIR layout posted in EDE Technical Reference on October 25, 2010 Incremented all date fields No changes to message classes ISIR record in flat-file format ISIR follows order of questions on the 2011-12 paper FAFSA FAFSA data elements added, deleted, or modified, as appropriate  Exception: ACG data elements remain on ISIR, but will always be blank

13. 2011-12 ISIR Changes 13 Added high school information  Name of high school  City in which high school is located  State in which high school is located  High School Flag  High School Code Modified Verification Tracking Flag  Alpha-numeric values may appear in this field  For Federal Student Aid’s use only No Lifetime Eligibility Used (LEU) Flag on ISIR in 2011-12

14. 2011-12 ISIR Changes 14 NSLDS History Information:  New loan status code value of “VA” will display for a student if the Department of Veterans Affairs notifies FSA to discharge a loan due to disability  New Overpayment Flag for Iraq/Afghanistan Service Grant

15. Department of Defense Match 15 In May 2010, began matching applicant records in CPS against DoD file In 2011-12 –  Rollover 10-11 process  DoD Flag set on ISIRs  Parent’s Date of Death  Letters to students To ensure all eligible students are awarded aid appropriately, FAAs must pay attention to new ISIR flag DCLs posted on IFAP provide operational guidance

16. FAFSA On the Web Simplification and Enhancements 16

17. Disclaimers This presentation includes a preview of the 2011-2012 FAFSA on the Web (FOTW) site. The web site is subject to change and OMB approval prior to system implementation on January 1, 2011. Some slides in this presentation have additional notes, which can be accessed through the notes view. Slides with notes will be denoted with the image shown here. 17

18. Simplification Objectives Federal Student Aid (FSA) made a number of additional simplification enhancements to the FOTW site for the 2011-2012 application processing cycle with the following goals in mind.  Provide a more intuitive web experience  Fully integrate all the application components  Continue to provide access to IRS tax information  Reduce redundancy in the financial aid application experience 18

19. Site Redesign Notification 19

20. Redesigned Homepage  Simplified options  Updated graphics  An updateable announcement section  Access to FAFSA4caster  Access to FAFSA PDF and paper FAFSA information 20

21. Deadline Results  Year specific  Federal deadline for initial FAFSA submission and FAFSA corrections  State specific deadline  Standard message for college deadline 21

22. FAFSA Filing Options Three student options for applying: Online PDF FAFSA Paper FAFSA 22

23. Contact Us Feature enables students and parents to obtain support by browsing online help and contacting the Federal Student Aid Information Center by Live Help, Phone, or E-mail. 23

24. Redesigned FAFSA4caster Streamlined estimating tool Data is not saved Uses historical data to assume asset values, untaxed income and income exclusion amounts 24

25. Customized “My FAFSA” Start Here for all options –  Initial FAFSA Entry  Renewal Application Entry  FAFSA Corrections  Providing Signatures  Continuing a Saved FAFSA  Viewing Transaction Hist0ry 25

26. From 7 Log-In Options to….. 26

27. …One Log-in for all Functionality Name re-ordered to first name and full last name. 27

28. Reconfirmation of Identifiers New student identify confirmation to reduce incorrect entries 28

29. “My FAFSA” page – New Student Dynamic messaging guides the applicant through all phases of the application experience Application Status PIN Status 29

30. “My FAFSA” page – Renewal Student 30

31. “My FAFSA” page - “Continue” Applicant may Continue to complete a saved application from where he/she left off or Start Over 31

32. Simplified Secure Access – New Applicant PIN and Password requirements will be dynamically determined by the system 32

33. FAFSA Entry 33

34. Enhanced Functionality Help and Hints now have question labels and question numbers for easier reference. Formatting on date fields, telephone number, and financial fields. The system automatically saves the application at the end of each step. “Clear All Data” allows an applicant to delete their data from the system anytime prior to submission. 34

35. High School Question Functionality Presented to students who indicate a high school diploma and Never attended college / 1st yr. or Attended college before / 1st yr. 35

36. High School Question 36 Student enters the name, city and state of the high school they attended Student selects Confirm to retrieve the results

37. High School Question Database US Department of Education: National Center for Education Statistics NCES Private School Universe Survey (PSS) – Private Schools NCES Common Core of Data (CCD) – Public Schools 37

38. High School Search Results – Matches Found Student can Select the school attended from the list. If the student does not find the school on the list, the student selects Next to continue and the search criteria are saved. 38

39. High School Search Results – No Matches Found If no matches are found, the student selects Next to continue and the search criteria are saved. 39

40. School Selection Step Student may enter up to 10 colleges by entering Federal School Code or Searching on State, City or School Name 40

41. New School Code Features The student can page through the search results Can also view detailed information for a school before & after adding the school to their FAFSA 41

42. Detailed School Information 42

43. New – Re-ordering Schools The student may move the position order of schools by placing the cursor in the row of the school they want moved. Then by using the up and down arrows can change the position of the school. 43

44. View Selected School Information The student may compare information on as many as ten schools by selecting the View Selected School Information button 44

45. Financial Information The IRS Data Retrieval continues in 2011-2012 beginning January 30, 2011. Also available in Corrections Electronically filed tax return information will be available from the IRS in 1-2 weeks, data from paper tax returns will be available in 6-8 weeks. 45

46. IRS Data Retrieval Once the applicant has successfully authenticated, tax data will be presented and the applicant will have the option to “Transfer” the tax information to the FAFSA Transferred data will have a notation - “Transferred from the IRS” 46

47. IRS Request Flag Values IRS Request Flag on ISIR will be populated 47

48. Parents of dependent students and independent students will be presented with the asset net worth threshold question, if they are not eligible for auto-zero or simplified needs test; and if the student’s state of legal residence allows the applicant to skip the asset question. Asset Net Worth Threshold 48

49. Asset Net Worth Threshold 49  If answer is “yes”, the three asset questions will display.  If answer is “no”, the asset questions will not display, as we do not need to count the asset value in the calculation of the EFC.

50. Sign and Submit “Print signature page” will appear if that option is selected. 50

51. Signature Enhancements A student and parent can enter their PIN and click “Sign” and the system will retain the signature. This allows parents and students to sign and submit separately. 51

52. Confirmation Page Redesigned for clarity. Includes - Confirmation Number Data Release Number (DRN) EFC estimate Pell Grant and Direct Loan estimates Option for parents to transfer info to an application for a sibling Option to transfer info to a state application if state participates in API Rates for each college on the FAFSA 52

53. FAFSA Corrections 53

54. Processed Successfully – Applicant Can Make Correction The student would be able to view the Electronic SAR or make corrections if needed. 54

55. Corrections Required The student would be notified that a correction was needed. 55

56. Multiple Corrections When a student has multiple corrections they will be able to access a corrections history. We also will display information about the original submission and latest correction submission 56

57. “Submitted By” Values Latest correction field indicates who submitted the correction: Student, College or FSA System o “Student” displays if the correction was done by the student using FOTW, a SAR, or if student called customer service for a correction o “College” displays if correction was done by a FAA o “System” displays if the correction was generated by the CPS. 57

58. Correction History Correction History provides access to a summary of processed information for each of the student’s transactions. Student can opt correct a specific transaction from the history view. 58

59. PIN and Password Needed for Corrections 59

60. Correction Entry Messaging appears throughout corrections to point the student to questions that should be reviewed or corrected. 60

61. Error Icon Identifies Errors 61

62. Information Icon Indicates Review Needed 62

63. IRS Icon for IRS Data Retrieval Tool Eligibility 63

64. List of Changes Each application step displays with changes made or indicates that no change was made. Applicants may edit their correction entries by selecting Edit option. 64

65. List of Changes - School Selection Colleges that the student has added or deleted will appear on the List of Changes page. 65

66. Resources 66

67. Communication Resources 67 FAFSA on the Web “Link to Us” Banners  Organizations, with a website, can link to FAFSA on the Web. ED has developed web banners that can be posted online that will link students and families directly to www.fafsa.govwww.fafsa.gov  Access the web banners and instructions for adding the banners to your web site by clicking “Link to Us” at www.studentaid.ed.govwww.studentaid.ed.gov

68. FAFSA on the Web Banners 68

69. Additional Resources 69 Customer Service  1-800-4-FED-AID (1-800-433-3243) Federal Student Aid for Counselors  www.fsa4counselors.ed.gov www.fsa4counselors.ed.gov  Online source for counselors looking for information on federal student aid Free Publications  You can order the following free items (and more) at www.FSAPubs.gov or by e-mailing orders@fsapubs.gov www.FSAPubs.govorders@fsapubs.gov

70. User Documentation Enhancements 70 Conducted listening sessions in 2009 Feedback/suggestions have been incorporated into 2011- 12 user documentation  Combined three process guides into one -- streamlined Summary of Changes for the Application Processing System guide  Added bulleted list of key changes for 2011-12 that FAA’s can use for staff training  Combined comment codes, SAR C match flag results, and resolution instructions into one document

71. www.ifap.ed.gov 71

72. www.ifap.ed.gov 72

73. 2011-12 Web Demonstration Site 73 FAFSA on the Web and FAA Access demonstration sites will be available in late December 2010  To access sites, go to http://fafsademo.test.ed.govhttp://fafsademo.test.ed.gov  Enter:  User Name: eddemo  Password: fafsatest Click on FOTW or FAA Access to CPS Online Demo System button Will be available through December 2011

74. Thank you for joining us today! Questions/Comments? 74