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

2. Financial Aid Overview Paying for College Family Financing =

3. Agenda AFTER THE FAFSAMaking Updates and CorrectionsIRS Data Retrieval (tax update)VerificationCommon MistakesSPECIAL CIRCUMSTANCESDependencySpecial Financial CircumstancesAppeal ProcessUndocumented Students NEXT STEPS

6. Making Updates and Corrections

7. Log-in Screen

8. Welcome Screen

9. Correction Entry

10. List of Changes

11. No Changes to Make

12. Making Updates and Corrections

13. Agenda AFTER THE FAFSAMaking Updates and CorrectionsIRS Data Retrieval (tax update)VerificationCommon MistakesSPECIAL CIRCUMSTANCESDependencySpecial Financial CircumstancesAppeal ProcessUndocumented Students NEXT STEPS

14. Filing FAFSA With Tax Estimates FAFSA communication IRS Data Retrieval Tool option is preferred E-mail reminder to update FAFSA with filed tax information IRS DRT available the 1 st Sunday in Feb

15. IRS Data Retrieval Tool 1-2 weeks 6-8 weeks

16. IRS DRT Eligibility

17. IRS Data Retrieval

18. Transferred IRS Data

19. What if the DRT isn’t used? Required to provide an official IRS tax transcript Return Transcript: Initial filing Account Transcript: Amendments/adjustments Most Likely Selected for Verification Contact college financial aid office Requesting Tax Transcripts www.irs.gov (800) 908-9946

20. Agenda AFTER THE FAFSAMaking Updates and CorrectionsIRS Data Retrieval (tax update)VerificationCommon MistakesSPECIAL CIRCUMSTANCESDependencySpecial Financial CircumstancesAppeal ProcessUndocumented Students NEXT STEPS

21. Verification +30% Verification Processed by college(s), not DoE Household Info # in household # in college Financial Info IRS DRT= don’t have to verify financials NO IRS DRT= provide tax transcript Non-tax filers= W-2s + signed statement Public Assistance Child Support

22. Required Documentation

23. Agenda AFTER THE FAFSAMaking Updates and CorrectionsIRS Data Retrieval (tax update)VerificationCommon MistakesSPECIAL CIRCUMSTANCESDependencySpecial Financial CircumstancesAppeal ProcessUndocumented Students NEXT STEPS

24. Common Mistakes Forgetting PINWrong SSN Did not use legal name Submitting FAFSA without PIN’s Forgetting to mail signature page Filling out the FAFSA for the previous year Incorrect parent income information Updating tax status Not Completing FAFSA Not checking email

25. Agenda AFTER THE FAFSAMaking Updates and CorrectionsIRS Data Retrieval (tax update)VerificationCommon MistakesSPECIAL CIRCUMSTANCESDependencySpecial Financial CircumstancesAppeal ProcessUndocumented Students NEXT STEPS

26. Dependency Questions  Emancipated Minor  Legal Guardianship  Homelessness  Independent students who are determined dependent by DOE

27. Emancipated Minor/Legal Guardianship? YESNO *you can provide a copy of a court’s decision that you ARE or WERE immediately before you reached adulthood in your state. *you are still a minor and the court decision is no longer in effect *the court decision was not in effect when you became an adult. *you simply don’t live at home *you claim yourself as your own guardian *your parent is your legal guardian

28. Homeless Youth Determination Lacking regular or fixed housing Lacking adequate housing Homelessness High School/School District Homeless Liaison director of a runaway or homeless youth center Determined by

29. Independent, But Determined Dependent Fleeing abusive situation Not in contact with parents (at least 6 months) Independent College’s financial aid department 3rd-party verification Determined by NOT INDEPENDENT: If parents simply refuse to help pay for college or give student information

30. Independent Students

31. What is a Special Circumstance?

32. No Special Circumstance + No Parent Info

33. Agenda AFTER THE FAFSAMaking Updates and CorrectionsIRS Data Retrieval (tax update)VerificationCommon MistakesSPECIAL CIRCUMSTANCESDependencySpecial Financial CircumstancesAppeal ProcessUndocumented Students NEXT STEPS

34. Special Financial Circumstances Student or parent recently lost his or her job Family has unusually large uninsured medical bills or nursing home expenses Family is paying unusually high elementary or secondary school tuition or dependent care expenses Legal Separation or divorce after filing FAFSA Death of a parent or spouse after filing FAFSA

35. Agenda AFTER THE FAFSAMaking Updates and CorrectionsIRS Data Retrieval (tax update)VerificationCommon MistakesSPECIAL CIRCUMSTANCESDependencySpecial Financial CircumstancesAppeal ProcessUndocumented Students NEXT STEPS

36. Appeal Process Contact Financial Aid Office Ask about appeal process Share personal situation Required documents Timeline Start as soon as possible! Begins after college acceptance Schools not required to accept appeals It can take several weeks

37. Agenda AFTER THE FAFSAMaking Updates and CorrectionsIRS Data Retrieval (tax update)VerificationCommon MistakesSPECIAL CIRCUMSTANCESDependencySpecial Financial CircumstancesAppeal ProcessUndocumented Students NEXT STEPS

38. Undocumented Students  Work  Part-time enrollment  Save  Scholarships  HB 1079  Community College TheWashBoard.org LatinoCollegeDollars.org Scholarshipsa-z.org CollegeSuccessFoundation.org Campanaquetzal.org Maldef.org ca-core.org Salef.org scholarshipsforhispanics.org migrant.net/migrant/scholarships.htm

39. Agenda AFTER THE FAFSAMaking Updates and CorrectionsIRS Data Retrieval (tax update)VerificationCommon MistakesSPECIAL CIRCUMSTANCESDependencySpecial Financial CircumstancesAppeal ProcessUndocumented Students NEXT STEPS

40. Financial Aid OverviewFinancial Aid Process Overview

41. Who You Gonna Call?  Contact FAFSA  PIN issues  Understanding FAFSA questions  Submission issues  Contact Financial Aid Office  Deadlines  Required documentation  ?’s about scholarships and student aid  How/where to submit required info  When $ will be received  Additional available funds

42. Resources s  Financial Aid Office  FAFSA:  fafsa.gov  College Goal Sunday (collegegoalsundaywa.org)  Federal student aid:  studentaid.ed.gov  College Bound:  wsac.wa.gov  USA Funds online presentations:  usafunds.webex.com Participate in *Understanding & Comparing Financial Aid Packages *Scholarship Strategies *Student Loans 101: Know Before You Borrow

43. A nonprofit corporation, USA Funds ® works to enhance postsecondary education preparedness, access and success by providing and supporting financial and other valued services.