1. 2009-2010 Application Processing Update Michele Brown Director of Applicant Products and Customer Service Marilyn LeBlanc Director of Application Processing

2. 22 Today’s Topics  The Free Application for Federal Student Aid –The College Cost Reduction and Access Act –Post 9/11 GI Bill –Additional Changes  Processing Statistics  FAFSA on the Web Enhancements

3. 33 Today’s Topics  FAA Access to CPS Online  Need Analysis and New Application Edits  2009-10 Institutional Student Information Record (ISIR)  Other Important News  Important 2009-10 Dates

4. 44 Dependency Status Criteria CCRAA Changes Effective for 2009-10  Adds to Independent Student Definition –Emancipated Minors –Legal Guardianship Impact to FAFSA  Adds question for emancipated minors and a question for individuals under legal guardianship  Both require a determination from a court in the student’s state of legal residence

5. 55 Dependency Status Criteria CCRAA Changes Effective for 2009-10  Adds to Independent Student Definition –Homeless Unaccompanied Youths –Youths at risk of homelessness

6. 66 Dependency Status Criteria CCRAA Changes Effective for 2009-10  Adds to Independent Student Definition –Homeless Unaccompanied Youths –Youths at Risk of Homelessness

7. 77 Dependency Status Criteria Impact to FAFSA  Adds questions for students that meet the homeless unaccompanied youth criteria established in the McKinney-Vento Homelessness Act and the Runaway and Homeless Youth Act  Students should have a determination from a homeless liaison, HUD emergency shelter, runaway or homeless center, or transitional living program

8. 88 TEACH Grant CCRAA Changes Effective for 2008-09  Created the Teacher Education Assistance for College and Higher Education (TEACH) Grant Impact to FAFSA  New question added to provide colleges with information on students that are interested in the TEACH Grant

9. 99 Qualified Education Benefits (529 Plans) CCRAA Changes Effective for 2009-10  Qualified Education Benefit (529 Plan) owned by the student is an asset of the parent  Distributions from 529 Plans are excluded from other financial assistance Impact to FAFSA  Instructions for investments update

10. 10 Federal Means Tested Benefits CCRAA Changes Effective for 2009-10  Increases time for federal means tested benefits to 24 months  Impacts SNT and auto- zero EFC eligibility criteria Impact to FAFSA  Questions for independent student and parents updated to account for two years instead of one

11. 11 Dislocated Worker CCRAA Changes Effective for 2009-10  Adds Dislocated Worker as eligibility criteria for SNT/Auto Zero EFC Impact to FAFSA  Questions for independent student and parents added

12. 12 Worksheets A, B and C CCRAA Changes Effective for 2009-10  Excludes the following from Worksheet A and B –Earned Income Credit –Additional Child Tax credits –Welfare payments –Untaxed Social Security Benefits –Special Fuel Tax Credit –Excluded foreign income Impact to FAFSA  Worksheet A deleted  Eliminates foreign income exclusions and credit for federal tax on special fuels from Worksheet B  Worksheet questions will become individual data elements and each data element will be listed on the ISIR

13. 13  Worksheet B now titled “Untaxed Income” – Q47 for student and Q95 for parent  Worksheet C now titled “Additional Financial Information” – Q46 for student and Q94 for parent

14. 14 Veterans Benefits Post 9/11 GI Bill Changes Effective for 2009-10  Provides educational assistance to individuals who have served on active duty on or after 9/11/2001 Impact to FAFSA  Veterans questions have been changed to determine the type of veterans education benefits a student receives

15. 15 Additional Changes to the FAFSA  Dependency questions reordered to improve flow

16. 16 Additional Changes to the FAFSA  Reordered Housing Plan options  Added data element for parents’ e-mail address  Changed the response options for Selective Service registration question

17. 17 Additional Information  Paper Format –Instructions – 4 pages –Application – 6 pages  Pantone Colors –Parents: Purple Pantone 263 –Students: Green Pantone 390C  Federal Register posting of draft FAFSA on August 22, 2008

18. 18 Application Processing Statistics Week 39 (As of September 29, 2008)

19. 19 Paper and PDF Submissions As of September 19, 2008 Submission TypeQuantity -Printed Paper FAFSA76,465 -Spanish Printed Paper FAFSA3,193 Total Paper Received79,658 Submission TypeQuantity PDF FAFSA55,342 Spanish PDF FAFSA1,153 Total PDFs Received56,495

20. 20 FAFSA Distribution Strategy  FAFSA on the Web Worksheet –Available for order through FSAPubs –Available for download on www.fafsa.ed.govwww.fafsa.ed.gov  PDF FAFSA –Available for download on www.FederalStudentAid.ed.gov www.FederalStudentAid.ed.gov  Paper FAFSA –Available to students through FSAIC (1-800-4-FED-AID) –Limited quantities available by special request to schools and delivery partners through FSAPubs

21. 21 FAFSA on the Web Enhancements  Students who are unable to provide parental data will be able to submit their application through FOTW by indicating they have a special circumstance –Application can be submitted for processing and all appropriate matches will be performed –No EFC will be calculated –These records will have a “special circumstances” flag

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25. 25 FAFSA on the Web Enhancements  ACG Eligibility extended to eligible noncitizens for payment periods beginning on or after July 1, 2009 –FOTW updated to present ACG question to eligible noncitizens who also meet other ACG eligibility criteria –FOTW updated for 2009-10

26. 26 FAFSA on the Web Enhancements  Students will be able to reset their passwords online and through FSAIC  Students who save their application and do not submit, will receive reminders –Students with an e-mail address – Will be e-mailed after 7 days and after 14 days –Students without an e-mail address - Will be mailed a letter after 7 days

27. 27 Today’s Topics  FAA Access to CPS Online  Need Analysis and New Application Edits  2009-10 Institutional Student Information Record (ISIR)  Other Important News  Important 2009-10 Dates

28. FAA Access to CPS Online

29. 29 FAA Access to CPS Online  Beginning 2009-10, new login and authentication process  Users will log on to FAA Access by providing – –User Name –Password  Login change will also affect users who launch FAA Access through EDExpress

30. 30 FAA Access to CPS Online  Will include all new FAFSA questions  Questions on entry screens, ISIR compare, and outputs will follow question order of paper FAFSA  Help topics will be added for all new FAFSA questions  Former worksheet data elements will - –Display on FAA Access initial and pre-filled application entry screens –Correction entry will display view-only total, with link to individual data elements –Display as part of the Verification Tool

31. 31 FAA Access to CPS Online  CCRAA permits FAA’s to use Dependency Overrides (D/O) performed by another school, within the same award year - –Student Inquiry page will continue to display a complete list of transactions for the student applicant –If a D/O was performed – A D/O indicator will appear next to transaction School Code for school that performed the D/O will also appear

32. 32 FAA Access to CPS Online  Special Circumstances Flag will be displayed “1” = No parent data provided on initial FAFSA “2” = Parent data provided on correction  Pop-up message added to correction entry –If FAA accesses a record with the Special Circumstances Flag set to “1” – Pop-up message will display Alerts FAA that record has Special Circumstances

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34. Need Analysis Changes and Application Edits

35. 35 Need Analysis Changes and New Application Edits  2009-10 CCRAA Changes - –Updates Income Protection Allowances –Increases Automatic Zero EFC income parameter to $30,000 –If a member of applicant’s family received a federal means-tested benefit in 2007 or 2008, and meets income thresholds, will be eligible for Automatic Zero EFC or Simplified Needs Test (SNT)

36. 36 Need Analysis Changes and New Application Edits  2009-10 CCRAA Changes, cont’d - –Dislocated worker becomes an eligibility criteria for Simplified Needs Test (SNT) and Automatic Zero EFC Applicant qualifies for SNT or Automatic Zero EFC, as appropriate, if parent of a dependent student, or an independent student - Answers “Yes” to Dislocated Worker question, and Meets SNT and/or Auto Zero income thresholds

37. 37 Need Analysis Changes and Application Edits  Worksheet A data elements eliminated from Need Analysis and Application Edits –No longer part of Total Income calculation –Edits deleted for Worksheet A comparison to SSI and TANF questions –Removed Worksheet A total from double- reporting and cross-year income comparison edits

38. 38 New Comment Codes  New comment code (284) added if Dependency Override performed by a school for a student  New comment code (295) added if Special Circumstances Flag is set for dependent student submitting FAFSA without parental data  New comment code (296) added if Special Circumstances Flag was initially set, but then parental data was provided on a correction

39. Institutional Student Information Record (ISIR)

40. 40 Institutional Student Information Record (ISIR)  2009-10 ISIR record layout posted to IFAP  ISIR includes data elements for all new FAFSA questions, including – –Response to TEACH question –Former Worksheet questions and totals  ISIR follows order of questions on the 2009-10 paper FAFSA  Includes new Special Circumstances Flag for dependent students who did not provide parental data on FAFSA on the Web

41. 41 Institutional Student Information Record (ISIR)  2009-10 ISIRs in flat-file format  Date fields incremented  No changes to message classes

42. 42 Institutional Student Information Record (ISIR)  TEACH Grant information added to NSLDS History Information on ISIR  Data similar to Pell, ACG and SMART Grant data –Up to 3 detail disbursement records –Aggregate amounts disbursed for – Grants Grants converted to loans –New postscreening transaction when TEACH Grant is converted to an unsubsidized loan –Overpayment flag with comments generated

43. 43 Other Important News

44. 44 Return of Title IV Funds on the Web  Two recent releases of Return of Title IV Funds (R2T4) on the Web –July 27 release for CCRAA Updates –New CCRAA-compliant credit hour and clock- hour R2T4 worksheets –Added new Post-Withdrawal disbursement worksheet for students who have a withdrawal date on or after July 1, 2008 –TEACH Grant added to R2T4 and Post- Withdrawal worksheets –Post-Withdrawal Disbursement Status page and report re-designed to separate grant and loan calculations

45. 45 Return of Title IV Funds on the Web  September 23 Release – non-CCRAA related –Updated the award year cycles from 2010 to 2020 Institutional Charges School Calendar Profile –New Repayment Arrangement type added for loans

46. 46 G-845 Form and Manual Secondary Confirmation  When citizenship match is conducted with DHS –15-digit confirmation number returned on ISIR –Under “Match Flags” in “FAA Information” section  When doing manual Secondary Confirmation –School must submit Form G-845 –School must include DHS Verification Number on Form G-845 –DHS will return any G-845’s that do not include Verification Number  See Electronic Announcement dated August 1, 2008 for further details

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48. 48 IRS Income Verification  Possible limited income verification match with IRS  From FAFSA on the Web, students and parents provide consent to IRS to disclose taxpayer information to Federal Student Aid  If IRS approves taxpayer consent, Federal Student Aid could re-disclose taxpayer information to schools and states  Stay tuned for more details…

49. 49 Other Apps-Related Sessions  C-01: A Tour of Return of Title IV Funds (R2T4) on the Web (hands-on) Day 3, 11:00 a.m.  C-10: Test Drive the ISIR Analysis Tool and Improve Verification (hands-on) Day 3, 3:15 p.m.  C-15: EDExpress Update Day 3, 11:00 a.m.  C-16: CPS Process, Data Matches and Processing Changes Day 3, 3:15 p.m.

50. 50 Contact Information  Michele Brown: -michele.brown@ed.govichele.brown@ed.gov -202-377-3203  Marilyn LeBlanc: -marilyn.leblanc@ed.govarilyn.leblanc@ed.gov -202-377-3205

51. QUESTIONS?

52. Important 2009-10 Dates

53. 53 Important 2009-10 Dates October  2009-2010 EDExpress Packaging Technical Reference  Summary of Changes for the Application Processing System  Student Web Application Products Process Guide  CPS Test System User Guide  EDE Technical Reference

54. 54 Important 2009-10 Dates November  School Electronic Process Guide  ISIR Guide  SAR Comment Codes and Text  EFC Calculation Guide

55. 55 Important 2009-10 Dates January 1/1: 2009-10 FAA Access to CPS Online begins processing 1/1: 2009-10 FAFSA on the Web available 1/2: Central Processing System available 1/2: 2009-10 EDExpress Release 1.0 available 1/2:Application Processing System Specifications for Software Developers, Final