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					High School Counselor Workshop
• 8:00 a.m.- 8:30 a.m.

  o On-site check-in/Welcome

• FAFSA Update and Overview

• Cal Grant/Cash for College Overview

• Break/Question Period

• FA101-The Basics Overview

• Questions
FAFSA Update & Overview

 • 2012-2013 Application & Processing
  o Publications and Materials
  o PIN
  o Student Aid Report
 • FAFSA on the Web (FOTW)
     Application & Processing
2012-2013 Application Processing
 Ordering Publications
High schools, libraries or
non-profit counseling
• log in using your mailing
  list (ML) number
2012-2013 Application Processing
 “Fill-in” Paper FAFSA
• Schools may download a
  PDF from
• Students may call
  1-800-4-FED-AID or
  download a PDF from
2012-2013 Application Processing
Personal Identification Number (PIN)
 Access the PIN Website

 Why use a PIN?
 • Sign FAFSA
 • Access your FSA
   records online
 • Make corrections

 Who can apply?
 • Students
 • Parents
Using the PIN website                

Requirements:                         Allows the following PIN actions:

•    Social Security number           • Apply for a PIN
•    Name                             • Check PIN status
•    Date of birth                    • Request a duplicate PIN
•    Address                          • Access/Update email address
•    Email address (encouraged)         and personal information
•    Challenge question response      • Change PIN
                                      • Disable, reestablish, activate
    A valid PIN will be issued upon
        submitting the request.
Note: A PIN will be rejected if       Note: Never ask for or give your
there is no Social Security           PIN to anyone.
Administration match.
Student Aid Report (SAR)

• Received electronically or by mail,
• Summarizes FAFSA information
• Displays the EFC and DRN (upper right-hand
 portion on the SAR)

 EFC- Expected Family Contribution; used to determine
 eligibility for federal aid

 DRN- Data Release Number; used to send SAR to
 additional schools
Student Aid Report (SAR)
• Electronically within 3-5 days if submitted online
  with a valid email address
• Electronically within 2 weeks if a paper FAFSA
  was submitted with a valid email address
  o online filers get an email from “Federal Student Aid”
    with subject “FAFSA Results…”

• Postal mail within 3 weeks if the FAFSA was
  submitted without a valid email address
FAFSA on the Web (FOTW)
Using FOTW
• Ask Questions
• Browse Help
• Deadlines
• Announcements
     …and more
FAFSA on the Web (FOTW)
Contact Us
• Live “chat”
• (800) 433-3243
• federalstudentaid
FAFSA on the Web (FOTW)
Browse Help
• Grouped
• Keyword
FAFSA on the Web (FOTW)

Start Here:
• Initial FAFSA
• Corrections
• Signatures
• Continuing a
  Saved FAFSA
• Renewal FAFSA
FAFSA on the Web (FOTW)
Getting Started:
• Guidance
• PIN Status
                   2012   2013   2012-2013
FAFSA Overview: 7-Step Process
Step 1:
Is About the Student
 Student Demographics
Check for:
• Name matches student
  social security card
• Transposed numbers
• Incorrect data on
  numeric fields
Tip: Use the Help & Hints
section on each page.

Simple mistakes can delay
determining eligibility for aid

 Student Demographics
Students with a high school
diploma and who have
never attended college
• Identify their high school
• Select Confirm to find a
• Select the school from
  the list or select Next to
Step 2:
School Selection
School Selection

Add a School
• Federal School Code
• Search by:
   o State
   o City
   o Name

Housing Plans
• On campus
• With parent
• Off campus
Step 3:
Determines Student’s Dependency Status
Dependency Determination
“No” to all questions:
• makes the student
• Must submit parent
Note: child must be
supported financially—
more than 50%
Foster Care
Select Yes if at any time since the student
turned age 13, he/she was in foster care
even if no longer in foster care today due to:
  o Adoption
  o Reunification
  o Reached the age of majority (18 yrs.)

Note: documentation may be required.
Emancipated Minors
Select Yes if the student:
  o as of today, is an emancipated minor or
  o was an emancipated minor immediately before
    turning 18 years old.

Note: Documentation issued from a court in the student’s
state of legal residence may be required.
Homeless, Unaccompanied Youth
Select Yes if any time after July 1, 2011, the
student meets all three criteria
“Homeless” or “at risk of being homeless”
  o Lacking fixed, regular and adequate housing. Includes living in
    shelters, motels, cars, or temporarily living with other people
    because you had nowhere else to go.
  o Not living in the physical custody of a parent or guardian
  o 21 years or younger
  o Still enrolled in high school at the time the FAFSA is completed
Step 4:
Parent Information Required for
Dependent Students
Parent Information

Parents must answer both demographic
and financial information to determine
• Custodial parent(s)
• Ability to contribute to student’s education
Divorced or Separated
• Provide parent’s information for the
  parent(s) with whom the student lived with
  most during the last 12 months
• If the student spent equal time with both
  parents, use the information for the parent
  who provided the greatest amount of
  financial support for the student
Remarried Parent
Provide information about the parent and
stepparent regardless of:
• Agreement of “nonsupport”
• Prenuptial agreement
• Divorce decree designating tax filing exemptions

Note: parent claiming the student on the tax return need not
be the parent required to provide data on the FAFSA
Parent Information
Do not provide parent information for
• Foster parent(s)
 o Student is automatically considered an
   independent student
• Grandparents, other relatives or legal
 o Colleges may use professional judgment to allow
   the student to file as an independent student
Parent Information
For upcoming year
• Household Size:
  Parent provides more
  than 50% financial

• Number in College:
  Student enrolled at
  least half-time
Parent Information
Dislocated Worker
• Lost job
• Laid off
• Self-employed/ unemployed or underemployed
• Displaced homemaker
Income and Asset Information

• Same questions
  asked of students
• Selecting a box
  displays additional
  fields to complete

Note: Asset filtering
Step 5:
Student Income and Assets
Student 2011 Income and Assets
IRS Data Transfer
• Transfer information
  directly from the IRS
 o Requires PIN
 o Available January 31st
 o After filing tax return
Income Reporting and Verification

Selected students and parents must submit
income and asset documentation
• Using IRS Data Transfer (unchanged) meets
  verification requirements for some income
• Otherwise only an IRS Tax Return Transcript will
  meet verification requirements
Student Income and Assets

• Adjusted Gross
  Income (AGI)
• Amount earned
  from work
• Taxes paid
• Exemptions
• Cash/Investments
 o Asset Threshold
Student Financial Information
Students are asked
the same questions     2011

as parents.
Step 6:
Signatures and Certification
Student Sign and Submit
 Select Signature Method
 • PIN or printed signature

 Terms of Agreement
 • $$$ for education expenses
 • Not in default on a federal
   student loan
 • Not owe money
 • Receive one Pell Grant from
   one college at a time
Parent Sign and Submit
 Select Signature Method
 • PIN or printed signature

 Terms of Agreement
 • Provide documents to verify
   accuracy of information
 • IRS verification
Step 7:
Confirmation Page
• Confirmation #        2012-2013

• Optional feature:
  transfer FAFSA
• Eligibility
• College information
• Next steps

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