# Presentation: 688334

## NASFAA 2003:  Reconnecting

***NASFAA 2003:  Reconnecting***
***With Students!***

## 2004-05 Application and Delivery System Update

## Today’s Topics

- Application Processing Statistics
- Important Dates
- The 2004-05 Application Process
- Getting Ready
- Applying for Aid
- Processing Applications at the CPS
- Receiving and Reviewing Applicant Data
- Correcting Applicant Data
- Other Changes and Noteworthy News

## Application Volume2002-03 and 2003-04 

**7,602,225**
- 	2002-03 FAFSAs processed as of June 30, 2002 (week 26)
**8,197,460**
- 	2003-04 FAFSAs processed as of June 29, 2003 (week 26)

**That’s a 7.8% increase!**

## Electronic Applications

**For the first 26 weeks of processing for **
**2002-2003 and 2003-2004**** **

## Moving to a Paperless ProcessPINs and Electronic Signatures

- Since Nov. 1998, 26,938,372 individuals have received PINs
- In 2002-03, 4 million students and parents electronically signed the FAFSA using PIN
- So far in 2003-04, 		3.6 million have signed with PIN

## Moving to a Paperless ProcessE-mail Messages with Links to PIN and SAR

- In 2003-04, over 5 million students provided e-mail addresses on their FAFSAs
- Since January 2003
- Over 5 million PIN e-mails sent
- Over 6 million SAR e-mails sent

## Important Dates

- Federal School Code file updates due July 16
- Draft ISIR Layout available on IFAP

- Announcement explaining application	processing system changes on IFAP
- EDExpress announcement on IFAP

## Important Dates

- Guide to ISIRs on IFAP
- FAA Access to CPS announcement on IFAP
- FAFSA on the Web/PIN announcement on IFAP
- Revised ISIR Layout in 2004-05 Technical Reference
- Federal School Code List mailed

-  **Jan 1:** FAFSA on the Web, Renewal FAFSA 	on the Web, Corrections on the Web 	available
-  **Jan 1:** FAA Access available
-  **Jan 2:** Application processing system starts up

## Getting Ready for the 
2004-05 Award Year

- 2004-05 Award Year

## FAFSA on the Web Toolkits

- Will be mailed in October to --
- Postsecondary schools
- High schools
- State agencies
- Libraries
- PTAs
- TRIO Centers

- Toolkits will include –
- Brochure
- Poster
- Tips Card
- PIN Flyer
- Web-Link Graphics Flyer
- Post-it Notes
- FAA Access Flyer

## Ordering Paper FAFSAs

- Watch for IFAP announcement this fall about placing 2004-05 FAFSA orders
- Thanks for continuing to reduce those paper FAFSA orders!

## FAFSA on the WebScreen Shots and Demonstration Site

- In early October 2003, a PowerPoint presentation containing FAFSA on the Web screen shots will be available on IFAP
- FAFSA on the Web demonstration site will be available in November 2003
- To access site, go to http://fafsademo.test.ed.gov
- Enter:
- User Name:  eddemo
- Password:  fafsatest

## Renewal Application ProcessImportant Dates

**August 2003**		Announcement and Guide posted 												on IFAP and FSADownload
**10/6 - 10/31** 		Schools can request that Renewal 											reminders be sent to students 														instead of paper Renewal FAFSA
**11/6 - 12/20** 		CPS mails Renewal FAFSAs to 													students

## Renewal Application ProcessReminders

**11/6 - 12/20**   Renewal reminders sent to students if --
- A school requested PINs be sent instead of paper Renewal FAFSAs
- Used Web in 2003-04
- Indicated on 2003-04 FAFSA that they were graduate or 5th year undergraduate students
- Student provided valid e-mail address on 2003-04 FAFSA

## Renewal Application ProcessReminders

- If valid e-mail address provided on 2003-04 FAFSA, students will receive e-mail reminding them to reapply using their PIN
- E-mail will not include link to PIN on the Web
- If valid e-mail address not provided on 2003-04 FAFSA, student will be sent a PIN mailer to permanent address
- PIN mailer will include tear-out card

## Applying for Aid 
Student and School Applications

- Student and School Applications

## Student ApplicationsThe Paper FAFSA

- Color of the FAFSA
- Pink for Students (Pantone 196 CVU)
- Purple for Parents (Pantone 263 CVU)
- FAFSA will include
- Return receipt postcard
- Revised insert
- New, reworded, and reordered questions and instructions

## The Paper FAFSAPage 1

- Redesigned first page
- More information about federal and state deadlines
- More prominent instructions for correcting estimated tax return data once return is completed

## The Paper FAFSAPage 2

- Added Web site reference for exchange rates
- Further clarified what is not an investment
-  **	**

## The Paper FAFSAPage 3

- Question 13: Student’s e-mail address
- Moved from Step Six to Step One
- 40 characters long, with pre-printed @ symbol
- Explains how e-mail address will be used
- Question 31: New number for the “drug question”

## The Paper FAFSAPage 4

**Step Two**
**Questions 43 – 45:** Student’s asset net worth questions reordered
**Step Three**** **
**Question 49**:  Wording for “graduate” dependency question revised to be clearer
** **
**Question 53:**  Revised to read “Are both of your parents deceased, or are you or were you (until age 18) a ward/dependent of the court?”

|  |
| --- |

## The Paper FAFSAPage 5, Step Four

- Added questions about students’ parents
- Questions 59 and 63: Parent’s first initial
- Questions 60 and 64: Parent’s date of birth
- No longer ask “Age of older parent” question

## The Paper FAFSAPage 6

- Step Five:  Independent student questions --
- Design makes questions more noticeable so students won’t skip
- Step Six:  Enrollment questions --
- Moved from Step One
- One question for all terms
- Separate response for “Not sure”

## The Paper Renewal FAFSA

- Includes changes made to paper FAFSA
- Will roll forward 2003-04 FAFSA questions --
- Will pre-print all school codes on transaction used to create the Renewal FAFSA
- Will pre-print housing plans for each school code listed
- Enrollment status questions will be converted
- If any question = Full time, pre-print as full time
- Otherwise, leave question blank
- Parent’s Marital Status Date question

## The Paper Renewal FAFSA

- Will no longer pre-print income fields from previous year’s FAFSA for students who qualified for Automatic Zero EFC
- Will not roll forward parents’ SSN and last name information

## FAFSA on the Webwww.fafsa.ed.gov

- Apply
- Reapply
- Go to PIN Web site
- Check status of FAFSA
- View SAR information
- Make corrections
- Simplified FAFSA for residents of certain states
- Spanish version

## Spanish FAFSA on the Web

- Spanish FAFSA on the Web will include Spanish versions of -
- Pre-Application Worksheet
- Worksheets A, B, and C
- Income Estimator Worksheet
- Drug Conviction Worksheet

## FAFSA on the WebRenewal FAFSA on the Web

- Includes new and revised paper FAFSA questions
- New parent e-mail address
- If valid parent e-mail address provided --
- E-mail sent to parent when FAFSA processed
- If signature(s) are missing, e-mail will include information about how to sign
- Correctable on the Web or through FSAIC
- Will print, but not correctable on paper SAR

## FAFSA on the WebRenewal FAFSA on the WebEnhanced Edits and Skip Logic

- Dependent students required to provide parents’ SSN, last name, first initial, and DOB
- If student’s parent is single --
- Skip logic presents only one parent SSN, last name, first initial, and DOB
- Student asked if information is for father or mother
- Housing Plans questions
- Student required to answer on FOTW
- Carried forward from previous year on RFOTW

## FAFSA on the WebRenewal FAFSA on the WebOther Improvements

- Independent students who qualify for Auto Zero EFC can provide parent information *and *skip certain student income and asset questions
- Streamlined final steps of the application to make signature and submit process easier

## FAFSA on the WebRenewal FAFSA on the WebElectronic Signatures

- More information provided about advantages of electronically signing with PIN
- Students and parents can electronically sign within Web applications
- Will validate that SSN used by parent to electronically sign matches SSN reported on the FAFSA

## Renewal FAFSA on the WebMoving to Real-Time Processing

- Will carry forward some database match results from previous year --
- Selective Service Match Flag = Y
- VA Match = 1
- SSN Match = 4 *and *SSA citizenship confirmed or student is an eligible non-citizen
- Will process application in real-time for independent students if --
- No other matches required
- Student does not change identifiers

## Renewal FAFSA on the Web Moving to Real-Time Processing

- If student is eligible for real-time processing, processed results appear immediately on confirmation page
- “Official” EFC displayed
- New link to Student Access on the Web where student can view and print corrected SAR information

## School ApplicationsFAA Access to CPS Online

- Implemented in May 2001
- Enhanced each year
- Current version allows FAAs to --
- View students’ SAR information
- Enter and submit FAFSA and Renewal FAFSA data
- Correct applicant data

## School ApplicationsEDExpress and FAA Access to CPS Online

- In 2004-05, EDExpress will interface directly with FAA Access to CPS Online through an embedded browser
- Clicking on the FAFSA Tab in EDExpress will take you to FAA Access Application Entry
- All application and correction entry will be done in FAA Access

## School ApplicationsEDExpress and FAA Access to CPS Online

- All Application Processing functionality still available in EDExpress
- ISIR Import/ISIR print
- ISIR Review tab
- List-Processed ISIRs
- NSLDS Print, File Format/External Export

## FAA Access to CPS OnlineNew for 2004-05

- New FAA Access demonstration site will be available in November 2003
- To access site, go to:
- _[http://](http://fafsademo.test.ed.gov/faa/faa.htm)__[fafsademo](http://fafsademo.test.ed.gov/faa/faa.htm)__[.test.ed.gov](http://fafsademo.test.ed.gov/faa/faa.htm)_
- Enter:
- User Name: eddemo
- Password: fafsatest
- Click on FAA Access button at bottom of screen

## FAA Access to CPS OnlineNew for 2004-05

- FAA Application Entry
- Estimated taxes paid calculator added
- Can skip answering income and asset questions for some students who qualify for Automatic Zero EFC
- Printed signature page will include summary of application information entered by FAA
- Real-time processing for students who do not need to go to external matches
- Use FAA Access to request ISIRs from Datamart

## ISIR Datamart

- ISIR Datamart will be implemented on 			Jan. 2, 2004
- Will store 2004-05 ISIR data for retrieval and distribution to authorized users
- New feature in FAA Access to CPS Online allows users to request ISIRs from Datamart
-  For specific students
-  By date

## ISIR Datamart

- Options for receiving ISIRs --
- Daily
- By request
- Sign up through Participation Management System
- Default is daily receipt (like current system)
- May change option at any time
- Users who select daily receipt can also use Datamart to request ISIRs

## ISIR DatamartQuery Options for Retrieving ISIRs

- SSN/Name ID
- Date range for receipt date or processed date
- Transaction number: first, last, all, specific, or greater than X
- Institution code
- Grade level

- Dependency status
- Eligibility status
- State of legal residence or state of college
- EFC range
- Verification status
- Veteran status
- Combination of these  fields

## ISIR DatamartQuery Requirements

- DPA has authority to run queries
- Queries can be set up to run on demand or for a future date
- Query must be completed before next query can be submitted
- Last query entered is displayed when user returns to FAA Access
- No limit on requesting same ISIR multiple times

## ISIR DatamartQuery Results

- As queries run against Datamart, files of requested ISIRs generated
- Files loaded to SAIG under separate message class
- Files of requested ISIRs must be retrieved within 14 calendar days

## ISIR Datamart“Pushed” ISIRs

- Certain ISIRs automatically “pushed” regardless of option selected by institution
- EFC changes
- SAR C Code changes
- System-generated transactions –
- NSLDS post-screening
- INS automated secondary confirmation
- Reprocessing

## ISIR Datamart“Must See” ISIRs

- Schools must look at all “pushed” ISIRs
- School must request ISIRs for all enrolled students

## ISIR DatamartMessage Classes

- Types of Message Classes  --
- Daily automatic feeds:
- Regular/Daily
- CPS “pushed” ISIRs
- ISIRs requested through Datamart --
- Requested
- CPS “pushed” ISIRs
- Datamart will be used for YTD and FDR requests

## Processing Applications 
at the CPS

2004-05 Changes

- at the CPS
- 2004-05 Changes

## CPS ChangesINS Database Matches

- Immigration and Naturalization Service (INS) match renamed Department of Homeland Security (DHS) match

## CPS ChangesSSN Database Match with SSA

- SSN match expanded to include dependent applicants’ parents
- Will not send parent SSN if same as student’s
- Will use same match flag results as students

## CPS ChangesParent SSN Match with SSA

- Applicants whose parent has SSA Date of Death (Match Flag = 5) will receive a SAR comment instead of being rejected
- Parents allowed to change SSN, even if SSA gave clean match flag of ‘4’

## CPS ChangesNew Rejects

- New rejects for missing parent SSN, last name, first initial, and DOB
**Reject 6** 		Father’s SSN not on SSA 																					database (non-verifiable)
**Reject 7**** ****	**	Mother’s SSN not on SSA database 										(non-verifiable)
**Reject S** 		Father’s DOB not matched on SSA 											database (verifiable)
**Reject T** 		Mother’s DOB not matched on SSA 										database (verifiable)

## CPS ChangesNew Rejects

- Added rejects for dependent students
**Reject 12:**  If taxes paid amount is greater than or equal to AGI 										(non-verifiable reject)
**Reject G:**  If taxes paid amount is less than AGI, but greater than 40% of AGI (verifiable reject)

## CPS ChangesNew Warning Comments

- New warning comment code for paper filers who reported parent’s marital status as single, but provided two parent SSNs
- CPS re-engineered to be a Multi-Year Applicant Database (MYAD) so it can perform cross-year edits to detect possible inconsistencies across application years

## Application Results:
Receiving and Reviewing Applicant Data

Institutions and Students

- Receiving and Reviewing Applicant Data
- Institutions and Students

## The Institutional Student Information Report (ISIR)

- 1	Electronic
- 2	Student Web
- 3	FAA Access
- 4	Paper
- 5 	CPS
- 6	FSAIC

- A		Application
- C		Correction
- R		Renewal

- ISIR layout will follow order of paper FAFSA questions
- New Data Source/Data Type codes with alpha-numeric values

## The Institutional Student Information Report (ISIR)

- New flag indicates whether transaction is result of address or e-mail address change only
- Will display parent SSN match flag results

##  The ISIRVerification Selection Process

- Continue to conduct IRS statistical studies to improve verification selection criteria and process
- Verification Tracking Flag
- Expanded to 4 characters
- Higher numbers continue to have higher priority

## The ISIRMessage Classes and Format

- Reduced number of message classes
- Two input message classes (applications and corrections)
- Four output message classes (3 ISIR and 1 error)
- ISIRs in XML format --
- In 2004-05, ISIRs will not be in XML format
- In 2005-06, ISIRs will be in XML format
- In 2006-07, all schools will be required to receive ISIRs in XML format

## The Student Aid Report

- The paper SAR
- Printed on white paper with pink wash across top of page
- Added variable text on first page of SAR when student has eligibility issues
- Parent e-mail address printed on SAR, but will not be correctable

## The Student Aid Report

- The paper SAR
- SAR instructs applicants that they must call FSAIC to request a copy of their SAR
- On first page, under “You (the Student)”, variable text will be used for eligibility issues

## The Student Aid Report

- Paper SAR and SAR on the Web
- The order of the questions follow paper FAFSA
- For Financial Aid Office Use Only box/section
- INS changed to DHS
- Parent SSN match flag results displayed
- SAR on the Web
- Parent e-mail address displayed and can be corrected on the Web

## Making Corrections to Applicant Data

Institutions and Students

- Institutions and Students

## Making Corrections

- Students can correct data on their own using
- Paper SAR
- Corrections on the Web
- Many students eligible for real-time Web corrections
- Students can work with a school to make corrections via FAA Access to CPS Online
- Many students eligible for real-time Web corrections
- Students can make corrections to certain fields by calling FSAIC at 1-800-4-FED-AID

## Student Corrections on the WebReal-time Corrections

- If student is eligible for real-time corrections, reprocessed results appear immediately on confirmation page
- “Official” EFC displayed
- New link to Student Access on the Web where student can view and print corrected SAR information
- No separate e-mail sent

## FAA CorrectionsStudent Inquiry

- Will display all transactions for student
- If institution’s school code not listed on transaction no EFC will appear
- If school code not on transaction, school can access with student’s DRN
- Includes new Verification Worksheet
- Calculates tolerances
- Displays total “net” error
- Gives option to create FAA Correction

## Making CorrectionsFAA Access

- FAA Corrections
- Will include estimated taxes paid calculator
- Will determine if correction affects student’s eligibility for Auto Zero EFC or SNT
- Confirmation page will tell FAA if corrected transaction was selected for verification
- If student provided e-mail address, e-mail will inform students that a school has made corrections on their behalf

## Other Noteworthy News

- Extended deadline dates for making corrections to the 2003-04 application data and beyond
- Mainframe Test System available in mid-November 2003
- Allows testing of application and correction data
- Participants must have TG number
- Participants not required to have federal school code

## Upcoming Conferences

- 2004-05 Application Processing Update Videoconference in October 2003
- Electronic Access Conferences** **

- _[San Diego, CA](http://edeworkshop.ncspearson.com/SanDiego.htm)__(Nov. 2-5)_

- _[New Orleans, LA](http://edeworkshop.ncspearson.com/NewOrleans.htm)__(Dec. 2-5)_

## Application Processing System

- We appreciate your feedback and comments.  We can be reached:
- 		Phone:  1-800-330-5947
- 		Email:  cpswan@ncs.com

## NASFAA 2003:  Reconnecting

***NASFAA 2003:  Reconnecting***
***With Students!***