# Presentation: 733781

## Shifting Gears

**Moving from Paper to Electronic**

**Session 11**

**Jeff Baker, Anita Gross, Shamarli Lawrence**

**U.S. Department of Education**

## Paper vs. Electronic FilersThrough Week 40

**88% of 2005-2006 FAFSAs filed electronically!**

- Since 2003-04 –
- Number of electronic filers has increased 33%
- Number of paper filers has decreased by 59%

**Paper vs. Electronic Filers****Through Week 40**

## Students Shift to the Web

**88% of all students now file online!**

*** As of October 2005**

## Schools Shift to the Web

**Schools Shift to the Web**

**6,604 schools have fewer than 30% paper filers**

**Number of**

**Schools**

**Percentage of Students**

**Who File Paper**

**33**

**80%**

**74**

**60%**

**498**

**30%**

## - 2 MILLION FAFSAs were mailed in for processing.

**24 MILLION** FAFSAs were ordered last year.
- - **2 MILLION**** **FAFSAs were mailed in for processing.
_**_______________________________________________**_
** ****22 MILLION not submitted**

**So... Are We Using the Right Gears?**

**Paper**

**Web**

## Shifting to the Right Gear

## Previous Pre-Application Worksheet Not Widely Used

- We addressed community concerns
- Redesigned *Worksheet* to be more usable
- Printed quantities for
- 	schools’ convenience
- Changed distribution
- strategy

## Distribution Strategy

**Distribution Strategy**

***Worksheets***** available before **
**	****paper FAFSAs**
**Both *****Worksheets***** and paper **
**	****FAFSAs can be re-ordered**
**Key distribution dates– **
**   ****provided later in session**

## Keep In Mind

**Keep In Mind**

***Worksheet***** is not an official FAFSA, it...**
**has no certification or signature line**
**cannot be mailed in for processing**
**is not usable with FAA Access**
**is optional – students can use FOTW **
**   ****without using the***** Worksheet***

## FAFSA on the Web 

**Re-designing**
**FAFSA ****on the**** Web **
**Worksheet**

## Old Version

**Available only as a PDF**
**Not distributed in advance ****	****to students**
**Cramped format**
**Gray-shaded areas hard to read**

## Worksheet Highlights

**The more appropriate tool for Web filers**
**Follows order of questions on the Web**
**Booklet format**
**Embedded instructions– no **
**	****flipping back and forth**
**Two-column format is easier **
**	****to follow**

## The Improved Worksheet

**Renamed the form!**

**Official **
**ED Seal**

**Parental sections in purple**.

**Addition of state deadlines!**

**PIN Information**

## Page Footers with URL!

**Checklist of Items Needed!**

**Warnings about FAFSA scams**

**Page Footers with URL!**

**Unusual Circumstances Note**

## Questions

**Questions**

**Instructions throughout the Worksheet**

**Sections numbered for navigation**

**Answers**

**More white space!**

## Not Included...

- Student’s first name and middle initial
- Street address, city, zip
- Permanent telephone number
- Driver’s license state
- Student’s e-mail address
- Is the student male?
- Father and mother first initial

## IRS Tax Line Numbers

**Not available for first *****Worksheet***** printing in late September**
***Worksheet***** Addendum includes all line numbers for 2005 IRS 1040, 1040A, and 1040EZ**

## Worksheet Distribution 

**Late September** – Sample copies were mailed
**Mid-September** – Order additional *Worksheets*
**Early October** – Automatic mailing of
- W*orksheet*s, 60 percent of each school’s
- 2005-2006 paper FAFSAs
**Early November** – Automatic mailing of paper
- FAFSAs, 10 percent of each school’s
- 2005-2006 paper FAFSAs
**November** – Order additional paper FAFSAs

## Availability of the Worksheet to Students

- Colleges, High Schools, Libraries
***PDF Format***
*{Color and Black & White Versions}*
**Student Aid on the Web**
**FAFSA on the Web**
***Telephone***
- 1-800-4-FED-AID

**Availability of the Worksheet to Students**

**Also available in Spanish!**

## Availability of the Worksheet to FAAs

*{Color and Black & White Versions}*
**Information for Financial Aid Professionals (IFAP)**
**Counselors on the Web**
**FAFSA on the Web**
** ****(Demo site up November 27)**
***Order***
- _[www.fsapubs.org](http://www.fsapubs.org/)_

**Availability of the Worksheet to FAAs**

## The FAFSA on the Web Toolkit

**Promotional package**
**Includes materials that encourage Web filing**
**Provides information on ****	*****FAFSA on the Web***** **
**	****and the PIN**

## 2006-2007 Toolkit

**Student’s TIPS Card consolidates information from brochures**
**Foldable pocket size card**
**Checklist format**

**New poster design**
**Incorporates FSA communications strategy**

## Availability of the Toolkit

- Mailed out
***Order***
- _[www.fsapubs.org](http://www.fsapubs.org/)_

**Availability of the Toolkit**

**Also available in Spanish!**

## Contact Us

- Anita Gross
- Phone:  202-377-3904
- Shamarli Lawrence
- Phone:  202-377-3483

- Feedback about the *Worksheet*
- _[FOTWWorksheet@ed.gov](mailto:FOTWWorksheet@ed.gov)_** **

## Questions & Comments