1. Amber Johnson U.S. Department of Education WVASFAA Fall 2015 Conference October 29, 2015 FSA ID: The FSA PIN Replacement

2. Introducing the FSA ID FSA adopted the best practice of using a username and password instead of personal information The FSA ID Requires users to enter less information (2 fields instead of 4) Provides more secure access to user’s information Links to the PIN information during registration Allows users to update personal information such as last name changes without applying for a new FSA ID (Lifetime ID) The FSA ID (username and password) replaced the PIN for students, parents and borrowers accessing FSA systems on May 10, 2015 New FSA ID login Old PIN login The FSA ID will modernize access for students, parents and borrowers to FSA systems 2

3. Introducing the FSA ID Users still click the Sign in button. This directs them to the FSA ID login page. Once they enter their FSA ID, they are directed back to the website landing page Users still click the Sign in button. This directs them to the FSA ID login page. Once they enter their FSA ID, they are directed back to the website landing page 3

4. Demonstration Slides

5. 5 Creating an FSA ID when the User already has a PIN

6. Login or Registration 6 Create an FSA ID User Clicks to Login or to Create an FSA ID

7. Create Account – Username / Password 7 Instructions / Explanation Help Icons 1.Enter and confirm your email address 2.Create and confirm your password 3.User selects whether they are 13 or older 4.Click Continue Show Text Available for Masked Fields Password Criteria

8. Create Account 8 Completed Example

9. Create Account – PII 9 Instructions / Explanation and Progress Bar 1.Enter your social security number, date of birth and name 2.Click Continue Detailed Help and FAQs Click Spanish for Information in Spanish

10. Create Account – Link PIN 10 1.Enter your PIN 2.Click Verify OR 3.Click Forgot My PIN

11. Only if you already have a PIN… Linking your PIN allows you to Link your SSA Match Information Transfer your address / contact information from the PIN database There is no requirement that you link your PIN and you can create an FSA ID without linking your PIN Will require a new SSA Match (1-3 days) Will require you to enter your contact information This is similar to creating a new PIN If you have multiple PINS, you can link all of them 11

12. Create Account – Profile Information 12 1.Review and confirm that the information transferred from PIN is correct 2.Add any additional contact information 3.Click Continue

13. Create Account – Forgot PIN 13 1.Enter the Answer to your PIN Challenge Question 2.Click Continue OR 3. Continue without linking your PIN

14. Create Account – Challenge Questions 14 1.Select and answer challenge questions 1 and 2 2.Create and answer questions 3 and 4 3.Provide a date for question 5 4.All questions and answers must be unique 5.Show text reveals masked fields 6.Click Continue

15. 15 Completed Example

16. Create Account – Terms and Conditions 16 1.Review and confirm your information 2.Read Terms and Conditions 3.Click Accept Terms and Conditions box 4.Click Continue

17. Create Account – Email Verification 17 A confirmation email will now be sent to the email address you provided. In this email, there is a secure code. 1.Enter the secure code 2.Click Continue Verifying your email address provides added security and access to functionality: Use your email address as your Username for login Use your email instead of answering challenge questions for Forgot Password and Forgot Username issues Verifying your email is optional

18. Create Account - Confirmation 18 Congratulations!!! You have now created an FSA ID. You can use the FSA ID to logon to FSA’s sites. Thank you.

19. 19 Creating a New FSA ID Account when the User does not have a PIN

20. Login or Registration 20 Create an FSA ID User Clicks to Sign in or to Create an FSA ID

21. Create Account – Username / Password 21 Instructions / Explanation Help Icons 1.Enter and confirm your email address 2.Create and confirm your password 3.User selects whether they are 13 or older 4.Click Continue Show Text Available for Masked Fields Password Criteria

22. Create Account 22 Completed Example

23. Create Account – PII 23 Instructions / Explanation and Progress Bar 1.Enter your social security number, date of birth and name 2.Click Continue Detailed Help and FAQs Click Spanish for Information in Spanish

24. Create Account – Profile Information 24 1.Enter your address and phone number 2.Select your language preference 3.Click Continue

25. Create Account – Challenge Questions 25 1.Select and answer challenge questions 1 and 2 2.Create and answer questions 3 and 4 3.Provide a date for question 5 4.All questions and answers must be unique 5.Show text reveals masked fields 6.Click Continue

26. Challenge Questions 26 Completed Example

27. Create Account – Terms and Conditions 27 1.Review and confirm your information 2.Read Terms and Conditions 3.Click Accept Terms and Conditions box 4.Click Continue

28. Create Account – Email Verification 28 A confirmation email will now be sent to the email address you provided. In this email, there is a secure code. 1.Enter the secure code 2.Click Continue Verifying your email address provides added security and access to functionality: Use your email address as your Username for login Use your email instead of answering challenge questions for Forgot Password and Forgot Username issues Verifying your email is optional

29. Create Account - Confirmation 29 Congratulations!!! You have now created an FSA ID. Once your information has been confirmed by the Social Security Administration(SSA), you can use the FSA ID to logon to FSA’s sites. Thank you.

30. 30 Editing My Account – Reviewing, Changing or Updating User Account Information

31. Edit Your FSA ID 31 1.Enter your Username or verified email address 2.Enter your password 3.Click Continue

32. View your FSA ID Profile or Edit Your FSA ID 32 Instructions / Explanation with links to Edit My FSA ID Edit My Challenge Questions Change My Password Disable My FSA ID Notes: Passwords expire every 18 months Disabling your account is an excellent way to protect your account from fraud while you are abroad or will not be applying for aid for an extended period

33. Account Information - View 33 1.Change any information in these fields 2.Click Continue

34. 34 Retrieving a Forgotten Username and / or Password

35. FSA ID Login 35 Click on either Forgot My Username or Forgot My Password

36. Forgot Username – Email 36 The are two options for retrieving your username or password. A secure code can be emailed to you for access or you can answer three challenge questions.

37. Forgot Password– Challenge Questions 37 1.Enter the answers to your three Challenge Questions 2.Click Verify 1.Enter the answers to your three Challenge Questions 2.Click Verify

38. FSA ID System Changes On 9/13/2015 several enhancements were made to the FSA ID system Unlock account process Challenge question #5 removed on the web Significant Date challenge question Verify Email Name fields Progress bar Red “X” Updated FAQ page 38

39. Unlock Account Process 39

40. Unlock Account Process 40

41. Unlock Account Process 41

42. 42 Getting Help

43. Customer Service / Help Information 43

44. Training Feedback To ensure quality training we ask all participants to please fill out an online session evaluation Go to https://www.surveymonkey.com/s/AmberJohnson https://www.surveymonkey.com/s/AmberJohnson Evaluation form is specific to Trainer Name This feedback tool will provide a means to educate and inform areas for improvement and support an effective process for “listening” to our customers Additional feedback about training can be directed to JoAnn.Borel@ed.gov; (409) 579-3776

45. Questions? Contact me with follow-up questions about this session : Amber Johnson-Federal Training Officer Amber.Johnson@ed.govAmber.Johnson@ed.gov; 202-377-3369