# Presentation: 738051

## 2009-2010 Application Processing Update

**2009-2010 Application Processing Update**

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

## Today’s Topics

- Impacts of CCRAA on the 2009-10 FAFSA
- Additional 2009-10 Information
- Major changes to FAFSA on the Web
- Assessment of 2008-09 Changes
- Alternate Filing Options
- Real Time PIN

## Today’s Topics

- FAA Access to CPS Online
- Need Analysis and New Application Edits
- 2009-10 Institutional Student Information Record (ISIR)
- NSLDS History Information on ISIR
- Important 2009-10 Dates

## College Cost Reduction and Access Act and the Free Application for Federal Student Aid

## Dependency Questions

- Adds to Independent Student Definition
- Foster Care (ages 13 and older)
- Emancipated Minor
- Legal Guardianship
- Homeless Unaccompanied Youths
- Youths at Risk of Homelessness
- Effective for the 2009-2010 Award Year

- Question about deceased parents/ward of the court updated to include foster care
- Adds question for emancipated minors
- Adds question for individuals under legal guardianship
- Adds questions for homeless unaccompanied youths and youths at risk for homelessness

- _Impact to FAFSA_

- _CCRAA Changes_

## TEACH Grant

- Created the Teacher Education Assistance for College and Higher Education (TEACH) Grant

- Adds TEACH Grant question to the paper FAFSA for 2009-10

- _Impact to FAFSA_

- _CCRAA Changes_

## 529 Plans

- Qualified Education Benefit (529 Plan) owned by the student is an asset of the parent
- Distributions from 529 Plans excluded from other financial assistance
- Effective for the 2009-10 Award Year

- Changes FAFSA instructions for 529 Plans

- _Impact to FAFSA_

- _CCRAA Changes_

## Eligibility for Simplified Needs Test

- Adds Dislocated Worker in addition to type of tax return and federal means tested benefits test for SNT/Auto Zero EFC
- Increases time from 12 to 24 months for federal means tested benefits
- Effective for the 2009-10 Award Year

- Adds a dislocated worker question for parents of dependent students and for independent students
- Changes the federal means tested benefits question to account for two years instead of one

- _Impact to FAFSA_

- _CCRAA Changes_

## Worksheets

- Excludes the following from specified list of untaxed income
- Welfare payments
- Earned Income Credit
- Special Fuel Tax Credit
- Excluded foreign income
- Untaxed Social Security Benefits

- Deletes Worksheet A
- Eliminates foreign income exclusions and credit for federal tax on special fuels from Worksheet B
- Adds to Worksheet C taxable combat pay that was included in AGI
- Revised Worksheets will become embedded in application and data will be retained

- _Impact to FAFSA_

- _CCRAA Changes_

## Additional 2009-10 Information

## Form Design

- Paper format
- Instructions – 4 pages
- Application – 6 pages
- Dependency section moved and Dependency questions reordered to improve flow
- College Plans section moved to Step One
- Reordered Housing Plan options
- On Campus
- With Parents
- Off Campus
- Added data element for parents e-mail address

## Form Design

- Pantone colors
**Parents:  Purple Pantone 263**
**Students:  Green Pantone 390C – 75%**
- Federal Register estimated posting of FAFSA by July 15th with a 60-day comment period

## Major Changes to FAFSA on the Web for 2009-10

## FAFSA on the Web

- Students who are unable to provide parental data will be able to submit their application through FOTW
- Central Processing System will send e-mail notifications to applicants/parents of applicants who have a saved application at 7 and 14 days of inactivity

## Assessment of 2008-09 Changes

## Filing Options and the Federal Student Aid PIN

- PDF FAFSA
- Real-Time PIN
- TeleFAFSA Pilot
- H & R Block Initiative

## Today’s Topics

- FAA Access to CPS Online
- Need Analysis and New Application Edits
- 2009-10 Institutional Student Information Record (ISIR)
- NSLDS History Information on ISIR
- Important 2009-10 Dates

## FAA Access to CPS Online

## FAA Access to CPS Online

- Beginning on 01/01/2009, new login and authentication process
- Login changes also affect users who launch FAA Access through EDExpress
- Users no longer need to provide SSN, last name, DOB and PIN
- User Name
- Password
- Login changes affect Demo site

## 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 new FAFSA questions
- All worksheet data elements will –
- Display on FAA Access application entry screen
- Display as part of Verification Tool
- Housing question order changed to match FAFSA
- 1 = on campus
- 2 = with parents
- 3 = off campus

## 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  –
- D/O indicator will appear next to the transaction
- School Code for school that performed the D/O will also appear
- With student’s DRN, FAA’s from schools not listed on the transaction can access the record and add their school code
- CCRAA adds dislocated worker and homelessness as examples of when an FAA can use professional judgment

## Edit Change

- On July 1, the following update was made to FAA Access to CPS Online for 2008-09:
- Professional Judgment pop-up box  disabled

## 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
- 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

## Need Analysis Changes and Application Edits

- Eliminated Worksheet A data elements from FAFSA and need analysis
- Deleted Worksheet A from Total Income calculation
- Deleted edits for Worksheet A comparison to SSI and TANF questions
- Removed Worksheet A from double reporting and cross year income comparison edits

## New Edits

- 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 set and parental data is provided on a correction

## Institutional Student Information Record (ISIR)

## Institutional Student Information Record (ISIR)

- 2009-10 ISIR record layout posted in August
- 2009-10 ISIRs in flat-file format
- Includes data elements for all new FAFSA questions, including former Worksheet questions
- ISIR follows order of questions on the 2009-10 paper FAFSA
- Date fields incremented
- No changes to message classes

## Institutional Student Information Record (ISIR)

- Includes data elements and calculated totals for  additional financial information (formerly Worksheet C) and untaxed income (formerly Worksheet B)
- Includes new Special Circumstances flag for dependent students who did not provide parent data on FAFSA on the Web
- New Type Codes for PDF FAFSA –
- “U” for English PDF FAFSA
- “V” for Spanish PDF FAFSA

## NSLDS History Information

## NSLDS History Information on ISIR

- Data added for TEACH Grants, similar to Pell, ACG, and SMART data
- Up to 3 detail disbursement records
- Overpayment flag
- Grant converted to loan flag
- Aggregate amounts disbursed for grants and grants converted to loans

## NSLDS History Information on ISIR

- Data added for TEACH Grants, similar to Pell, ACG, and SMART data, cont’d
- Comments will be generated for overpayments
- New postscreening transaction if grant is converted to a loan

## Miscellaneous News

- Update on Next Release of Return of Title IV Funds (R2T4) Software
- ECASLA – ACG Changes and FAFSA on the Web
- Current ACG Process and FAFSA on the Web
- Possible Limited IRS Income Verification Matching Pilot

## Contact Information

- Michele Brown:
- _[michele.brown@ed.gov](mailto:michele.brown@ed.gov)_
- 202-377-3203
- Marilyn LeBlanc
- _[marilyn.leblanc@ed.gov](mailto:marilyn.leblanc@ed.gov)_
- 202-377-3205

## 
QUESTIONS?

- QUESTIONS?

## Important 2009-10 Dates

## Important 2009-2010 Dates

**August**
- EDE Technical Reference (Software Developers Draft)
- Application Processing System Specifications for Software Developers, Draft (*formerly** **“Specifications for Software Developers”*)

## Important 2009-2010 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**

## Important 2009-2010 Dates

**November**
**School Electronic Process Guide**
**ISIR Guide**
**SAR Comment Codes and Text**
**EFC Calculation Guide**

## Important 2009-2010 Dates

**January**
- 1/1:  2009-10 FAA Access to CPS Online available
- 1/1:  2009-10 FAFSA on the Web available
- 1/2:  2009-10 Central Processing System available
- 1/2:  2009-10 EDExpress Release 1.0 available
- Application Processing System Specifications for Software Developers, Final