Hands on FAFSA Training                November 4, 2011CLAUDIA WENZELDIRECTOR OF FINANCIAL ASSISTANCEJOHN CARROLL UNIVERSI...
THE GUIDANCE COUNSELOR’S ROLE   Expert or Resource?     Understanding the Process     Preparing Students and Parents   ...
FINANCIAL AID PROCESS
FREE APPLICATION FOR FEDERAL STUDENT AID(FAFSA) A standard form that collects demographic and  financial information abou...
FAFSA ON THE WEB   Website: www.fafsa.gov   2012–13 FAFSA on the Web available on    January 1, 2012   FAFSA on the Web...
FEDERAL STUDENT AID PERSONALIDENTIFICATION NUMBER (FSA PIN)   Website: www.pin.ed.gov   Sign FAFSA    electronically   ...
FAFSA ON THE WEBGood reasons to file electronically:   Built-in edits to prevent costly errors   Skip logic allows stude...
CONTACT US   Feature enables    students and parents    to obtain support by    browsing online help    and contacting th...
ENHANCED FUNCTIONALITY   Help and Hints now have    question labels and question    numbers for easier reference.   Form...
OTHER FILING OPTIONS FOR STUDENTS   FAFSA on the Phone (FOTP) The Federal Student Aid Information    Center (FSAIC) repre...
CUSTOMIZED “MY FAFSA” Start Here for all options –    Initial FAFSA Entry    Renewal Application Entry    FAFSA Correc...
FREQUENT FAFSA ERRORS Social Security Numbers Divorced/remarried parental information Income earned by parents/steppare...
SECTION 1General student information:   Social Security Number   Citizenship status    Eligible noncitizen (Enter your A...
SECTION 2 DEPENDENCY STATUSIf you can check ANY of the following boxes, you will not have to provide parental information....
WHO IS CONSIDERED HOMELESS?-Anyone   who lacks a fixed, regular, and adequatenighttime residence—– Sharing the housing of ...
SECTION 3Information about the parents of dependentstudents:    Parent refers to a biological or adoptive parent. Grandpar...
SECTION 4Information about the student (and spouse):   Tax, income, and other financial information   Assets
IRS DATA RETRIEVAL TOOL•Tentative - February 1stdeployment for 2012-2013•The IRS DRT processwill be enhanced to moreeffect...
ADDITIONAL INFORMATION College and housing information Required Signatures       Student       One parent (dependent s...
IRS DATA RETRIEVAL TOOLConfirmation Page   Upon submission, reminds students that the IRS DRT option is the preferred    ...
. Also available in Corrections Electronically filed tax return    information will be available    from the IRS in 1-2 ...
CONFIRMATION PAGERedesigned for clarity. Includes - Confirmation Number Data Release Number (DRN) EFC estimate Pell Gr...
FAFSA PROCESSING RESULTSCentral Processing System (CPS) notifies student of FAFSA processingresults by:  Paper Student Ai...
MAKING CORRECTIONSIf necessary, corrections to FAFSA data may be made by: Using FAFSA on the Web (www.fafsa.gov) if    st...
SPECIAL CIRCUMSTANCES   Cannot report on FAFSA              Change in employment                                        ...
RESOURCESOhio Association of Student Financial Aidwww.OASFAA.orgNational Association of Student Financial Aidwww.NASFAA.or...
COLLEGE GOAL SUNDAY      February 12, 2012                2 P.M    Find locations and register at:www.ohiocollegegoalsunda...
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Hands on fafsa training for guidance counselors

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  • IRS functionality will display if the applicant meets the criteria to go to the IRS site.Now available in the corrections process and also available in Spanish.Transferred data from IRS to FOTW will continue to have the notation, “Transferred from the IRS”.Applicants may continue to ‘Skip this Option’.
  • Hands on fafsa training for guidance counselors

    1. 1. Hands on FAFSA Training November 4, 2011CLAUDIA WENZELDIRECTOR OF FINANCIAL ASSISTANCEJOHN CARROLL UNIVERSITYCWENZEL@JCU.EDU 216-397-4270
    2. 2. THE GUIDANCE COUNSELOR’S ROLE Expert or Resource?  Understanding the Process  Preparing Students and Parents  Knowing where to find the answers
    3. 3. FINANCIAL AID PROCESS
    4. 4. FREE APPLICATION FOR FEDERAL STUDENT AID(FAFSA) A standard form that collects demographic and financial information about the student and family May be filed electronically or using paper form Available in English and Spanish Information used to calculate the Expected Family Contribution or EFC  The amount of money a student and his or her family may reasonably be expected to contribute towards the cost of the student’s education for an academic year Colleges use EFC to award financial aid
    5. 5. FAFSA ON THE WEB Website: www.fafsa.gov 2012–13 FAFSA on the Web available on January 1, 2012 FAFSA on the Web Worksheet:  Used as “pre-application” worksheet  Questions follow order of FAFSA on the Web
    6. 6. FEDERAL STUDENT AID PERSONALIDENTIFICATION NUMBER (FSA PIN) Website: www.pin.ed.gov Sign FAFSA electronically Not required, but speeds processing May be used by students and parents throughout aid process, including subsequent school years
    7. 7. FAFSA ON THE WEBGood reasons to file electronically: Built-in edits to prevent costly errors Skip logic allows student and/or parent to skip unnecessary questions Option to use Internal Revenue Service (IRS) data retrieval More timely submission of original application and any necessary corrections More detailed instructions and “help” for common questions Ability to check application status on-line Simplified application process in the future
    8. 8. 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. 8
    9. 9. 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 delete their data from the system anytime prior to submission. 9
    10. 10. OTHER FILING OPTIONS FOR STUDENTS FAFSA on the Phone (FOTP) The Federal Student Aid Information Center (FSAIC) representatives assist applicants by filing the FAFSA on their behalf through FOTW Submitted through http://www.fafsa.gov for applicants who call 1-800-4-FED-AID. FAA Access Online tool that a financial aid administrator (FAA) utilizes to submit a FAFSA. Submitted through http://www.faaacess.ed.gov by a FAA on behalf of an applicant. PDF FAFSA or Paper FAFSA The paper version of the FAFSA printed by the Department for applicants who are unable to access the Internet or the online PDF FAFSA for applicants who can access the Internet but are unable to complete the form using FOTW
    11. 11. 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 11
    12. 12. FREQUENT FAFSA ERRORS Social Security Numbers Divorced/remarried parental information Income earned by parents/stepparents Untaxed income U.S. income taxes paid Household size Number of household members in college Real estate and investment net worth FAFSA.COM
    13. 13. SECTION 1General student information: Social Security Number Citizenship status Eligible noncitizen (Enter your Alien Registration Number )A permanent U.S. resident with a Permanent Resident Card (I-551); A conditional permanent resident with a Conditional Green Card (I-551C); The holder of an Arrival-Departure Record (I-94) from the Department of Homeland Security showing any of the following designations: “Refugee,” “Asylum Granted,” “Parolee” (I-94 confirms paroled for a minimum of one year and status has not expired), T-Visa holder (T-1, T-2, T-3, etc.) or “Cuban-Haitian Entrant;” or The holder of a valid certification or eligibility letter from the Department of Health and Human Services showing a designation of “Victim of human trafficking.” Drug convictions
    14. 14. SECTION 2 DEPENDENCY STATUSIf you can check ANY of the following boxes, you will not have to provide parental information.If you check NONE of the following boxes, you will be asked to provide parental information ❑ I was born before January 1, 1989 ❑ I am serving on active duty in the U.S. Armed Forces ❑ Since I turned age 13, both of my parents were deceased ❑ I was a dependent or ward of the court since turning age 13 ❑ I am married ❑ I am a veteran of the U.S. Armed Forces ❑ I was in foster care since turning age 13 ❑ I am currently or I was an emancipated minor ❑ I will be working on a master’s or doctorate program (e.g., MA, MBA, MD, JD, PhD, EdD, graduate certificate) ❑ I have children and I provide more than half of their support ❑ I have dependents (other than children or my spouse) who live with me and I provide more than half of their support ❑ I am homeless or I am at risk of being homeless ❑ I am currently or I was in legal guardianship
    15. 15. WHO IS CONSIDERED HOMELESS?-Anyone who lacks a fixed, regular, and adequatenighttime residence—– Sharing the housing of others due to loss ofhousing, economic hardship, or similar reason– Living in motels, hotels, trailer parks, campinggrounds due to lack of adequate alternativeaccommodations– Living in emergency or transitional shelters– Abandoned in hospitals-Not in the physical custody of parents-Children and youth who lack a fixed, regular, andadequate nighttime residence
    16. 16. SECTION 3Information about the parents of dependentstudents: Parent refers to a biological or adoptive parent. Grandparents, foster parents, legal guardians, older siblings and uncles or aunts are NOT considered parents on this form unless they have legally adopted you. In case of divorce or separation, give information about the parent you lived with most in the last 12 months. If you did not live with one parent more than the other, give information about the parent who provided you the most financial support during the last 12 months or during the most recent year you received support. If your divorced or widowed parent has remarried, also provide information about your stepparent. Tax, income, and other financial information Dislocated worker status Assets
    17. 17. SECTION 4Information about the student (and spouse): Tax, income, and other financial information Assets
    18. 18. IRS DATA RETRIEVAL TOOL•Tentative - February 1stdeployment for 2012-2013•The IRS DRT processwill be enhanced to moreeffectively encourageusers to link to andtransfer data from theIRS.•More applications willhave more accuratedata, which will contributeto increased accuracy inawarding aid.•2012-2013 FAFSA onthe Web will include logicto make the 18
    19. 19. ADDITIONAL INFORMATION College and housing information Required Signatures  Student  One parent (dependent students) Format  Electronic using PIN  Signature page  Paper FAFSA
    20. 20. IRS DATA RETRIEVAL TOOLConfirmation Page Upon submission, reminds students that the IRS DRT option is the preferred method of providing tax information and they can return when their application has been processed to use the tool. Customized messaging displays when the student and/or parent was eligible to use the IRS DRT and didn’t, or the student and/or parent indicated “Will file taxes”Income Estimator Notifications After the April 15th IRS tax filing deadline, students and/or parents will receive e- mail reminders to update the student’s FAFSA with filed tax information. Messaging encourages the use of the IRS DRT if the option is available in FAFSA on the Web.IRS DRT Eligible Filer Notifications Students and parents who were eligible to use the IRS DRT but didn’t will receive an e-mail notification encouraging them to return to FAFSA on the Web and use the tool. E-mails will be sent beginning on April 1, 2012, with subsequent messages sent every 45 days until mid-September, and then every 60 days until the end of the cycle. E-mails will only be sent once per student/parent. 20
    21. 21. . 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. 21
    22. 22. CONFIRMATION PAGERedesigned 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 22
    23. 23. FAFSA PROCESSING RESULTSCentral Processing System (CPS) notifies student of FAFSA processingresults by: Paper Student Aid Report (SAR) if paper FAFSA was filed andstudent’s e-mail address was not provided SAR Acknowledgement if filed FAFSA on the Web and student’s e-mail address was not providedE-mail notification containing a direct link to student’s on-line SAR ifstudent’s e- mail was provided on paper or electronic FAFSA Student with PIN may view SAR on-line at www.fafsa.gov Institutional Student Information Record (ISIR) sent to colleges listed on FAFSA approximately 10 to 14 days after FAFSA submitted College reviews ISIR  May request additional documentation, such as proof that a sibling is enrolled in college
    24. 24. MAKING CORRECTIONSIf necessary, corrections to FAFSA data may be made by: Using FAFSA on the Web (www.fafsa.gov) if student has a PIN; Updating paper SAR (SAR Information Acknowledgement cannot be usto make corrections); or Submitting documentation to college’s financial aid office
    25. 25. SPECIAL CIRCUMSTANCES Cannot report on FAFSA  Change in employment status Send explanation to financial aid office at each college  Medical expenses not covered by insurance College will review special circumstances  Change in parent marital  Request additional status documentation  Decisions are final and  Unusual dependent care cannot be appealed to U.S. Department of Education expenses  Student cannot obtain parent information
    26. 26. RESOURCESOhio Association of Student Financial Aidwww.OASFAA.orgNational Association of Student Financial Aidwww.NASFAA.orgFederal Student Aidwww.fsa4counselors.ed.govCollege and University Financial Aid Staff
    27. 27. COLLEGE GOAL SUNDAY February 12, 2012 2 P.M Find locations and register at:www.ohiocollegegoalsunday.org

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