Disbursement Worksheet by oxf20314

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									     2009-2010 Application
       Processing Update

            Michele Brown
Director of Applicant Products and Customer
                   Service
           Marilyn LeBlanc
     Director of Application Processing
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


                                                2
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


                                      3
Dependency Status Criteria
CCRAA Changes             Impact to FAFSA
Effective for 2009-10      Adds question for
                            emancipated minors and
 Adds to Independent       a question for
  Student Definition        individuals under legal
   – Emancipated Minors     guardianship
   – Legal Guardianship    Both require a
                            determination from a
                            court in the student’s
                            state of legal residence




                                                       4
 Dependency Status Criteria
CCRAA Changes                      Impact to FAFSA
Effective for 2009-10               Question about
 Adds to Independent                orphans and
   Student Definition                dependents/ward of
    – Individuals in foster care     the court updated to
      after the age of 13            include foster care
 Changes criteria for orphans
   & dependents/wards of the
                                    Added criteria for age
                                     13 or older
   court to be considered
   independent. Must now be
   age 13 or older.



                                                            5
Dependency Status Criteria
CCRAA Changes
Effective for 2009-10

 Adds to Independent Student
  Definition

  – Homeless Unaccompanied Youths
  – Youths at Risk of Homelessness




                                     6
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




                                                       7
TEACH Grant
CCRAA Changes            Impact to FAFSA
Effective for 2008-09     New question added to
 Created the Teacher      provide colleges with
  Education Assistance     information on students
  for College and Higher   that are interested in the
  Education (TEACH)        TEACH Grant
  Grant




                                                        8
 Qualified Education Benefits
 (529 Plans)
CCRAA Changes                  Impact to FAFSA
Effective for 2009-10
 Qualified Education           Instructions for
  Benefit (529 Plan) owned       investments update
  by the student is an asset
  of the parent

 Distributions from 529
  Plans are excluded from
  other financial assistance




                                                      9
Federal Means Tested Benefits
CCRAA Changes             Impact to FAFSA
Effective for 2009-10
 Increases time for       Questions for
  federal means tested
  benefits to 24 months     independent student
                            and parents updated to
 Impacts SNT and auto-
  zero EFC eligibility      account for two years
  criteria                  instead of one




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




                                                  11
Worksheets A, B and C
CCRAA Changes             Impact to FAFSA
Effective for 2009-10      Worksheet A deleted
                           Eliminates foreign
 Excludes the following
                            income exclusions and
  from Worksheet A and B    credit for federal tax on
   – Earned Income Credit   special fuels from
   – Additional Child Tax   Worksheet B
      credits
  –   Welfare payments           Worksheet questions
  –   Untaxed Social Security     will become individual
      Benefits                    data elements and
  –   Special Fuel Tax Credit     each data element will
  –   Excluded foreign income     be listed on the ISIR


                                                           12
 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



                       13
Veterans Benefits
Post 9/11 GI Bill Changes   Impact to FAFSA
Effective for 2009-10        Veterans questions
                              have been changed to
 Provides educational        determine the type of
  assistance to               veterans education
  individuals who have        benefits a student
  served on active duty       receives
  on or after 9/11/2001




                                                  14
Additional Changes to the FAFSA
 Dependency questions reordered to improve flow




                                                   15
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



                                  16
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

                                      17
 Application Processing Statistics
 Week 39 (As of September 29, 2008)


                        483,029
    Total Paper                                                                2007-2008
                       125,123                                                 2008-2009




                                                           11,665,619
Total Electronic
                                                                 13,126,727




                   0              5,000,000   10,000,000          15,000,000


                                                                                     18
 Paper and PDF Submissions
 As of September 19, 2008
                                      Paper and PDF FAFSA Submissions
Submission Type                Quantity

-Printed Paper FAFSA             76,465

-Spanish Printed Paper FAFSA      3,193
                                            PDF FAFSA
Total Paper Received            79,658         42%
                                                        Paper
                                                        FAFSA
                                                         58%
Submission Type                Quantity

PDF FAFSA                        55,342

Spanish PDF FAFSA                 1,153

Total PDFs Received             56,495




                                                                19
FAFSA Distribution Strategy
 FAFSA on the Web Worksheet
  – Available for order through FSAPubs
  – Available for download on www.fafsa.ed.gov
 PDF FAFSA
  – Available for download on
    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

                                                 20
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


                                                  21
22
23
24
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




                                               25
 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




                                                         26
          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




                                              27
 FAA Access
to CPS Online
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



                                            29
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

                                                     30
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



                                                         31
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




                                                          32
33
Need Analysis Changes
 and Application Edits
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)


                                                    35
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



                                                         36
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




                                                  37
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


                                              38
   Institutional Student
Information Record (ISIR)
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


                                              40
Institutional Student
Information Record (ISIR)
 2009-10 ISIRs in flat-file format
 Date fields incremented
 No changes to message classes




                                      41
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


                                                 42
Other Important News




                       43
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


                                                   44
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




                                              45
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


                                                      46
47
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…

                                             48
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.



                                                    49
Contact Information
 Michele Brown:
   - michele.brown@ed.gov
   - 202-377-3203
 Marilyn LeBlanc:
   - marilyn.leblanc@ed.gov
   - 202-377-3205




                              50
QUESTIONS?
Important 2009-10 Dates
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


                                             53
Important 2009-10 Dates
                  November
   School Electronic Process Guide
   ISIR Guide
   SAR Comment Codes and Text
   EFC Calculation Guide




                                      54
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

                                               55

								
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