H. R. 133—1984 
‘‘(1) an amount equal to the education credits described 
in paragraphs (1) and (2) of section 25A(a) of the Internal 
Revenue Code of 1986; 
‘‘(2) if an applicant elects to report it, college grant and 
scholarship aid included in gross income on a Federal tax 
return, including amounts attributable to grant and scholarship 
portions of fellowships and assistantships and any national 
service educational award or post-service benefit received by 
an individual under title I of the National and Community 
Service Act of 1990 (42 U.S.C. 12511 et seq.), including awards, 
living allowances, and interest accrual payments; and 
‘‘(3) income earned from work under part C of this title. 
‘‘(f) ASSETS.— 
‘‘(1) IN
GENERAL.—The term ‘assets’ means the amount 
in checking and savings accounts, time deposits, money market 
funds, investments, trusts, stocks, bonds, derivatives, securities, 
mutual funds, tax shelters, qualified education benefits (except 
as provided in paragraph (3)), the annual amount of child 
support received and the net value of real estate, vacation 
homes, income producing property, and business and farm 
assets, determined in accordance with section 478(c). 
‘‘(2) EXCLUSIONS.—With respect to determinations of need 
under this title, the term ‘assets’ shall not include the net 
value of the family’s principal place of residence. 
‘‘(3) CONSIDERATION OF QUALIFIED EDUCATION BENEFIT.— 
A qualified education benefit shall be considered an asset of— 
‘‘(A) the student if the student is an independent stu-
dent; or 
‘‘(B) the parent if the student is a dependent student 
and the account is designated for the student, regardless 
of whether the owner of the account is the student or 
the parent. 
‘‘(4) DEFINITION OF QUALIFIED EDUCATION BENEFIT.—In this 
subsection, the term ‘qualified education benefit’ means— 
‘‘(A) a qualified tuition program (as defined in section 
529(b)(1)(A) of the Internal Revenue Code of 1986) or other 
prepaid tuition plan offered by a State; and 
‘‘(B) a Coverdell education savings account (as defined 
in section 530(b)(1) of the Internal Revenue Code of 1986). 
‘‘(g) NET VALUE.—The term ‘net value’ means the market value 
at the time of application of the assets (as defined in subsection 
(f)), minus the outstanding liabilities or indebtedness against the 
assets. 
‘‘(h) TREATMENT OF INCOME TAXES PAID TO OTHER JURISDIC-
TIONS.— 
‘‘(1) The tax on income paid to the Governments of the 
Commonwealth of Puerto Rico, Guam, American Samoa, the 
Virgin Islands, or the Commonwealth of the Northern Mariana 
Islands, the Republic of the Marshall Islands, the Federated 
States of Micronesia, or Palau under the laws applicable to 
those jurisdictions, or the comparable tax paid to the central 
government of a foreign country, shall be treated as Federal 
income taxes. 
‘‘(2) References in this part to the Internal Revenue Code 
of 1986, Federal income tax forms, and the Internal Revenue 
Service shall, for purposes of the tax described in paragraph 
(1), be treated as references to the corresponding laws, tax
H. R. 133—1985 
forms, and tax collection agencies of those jurisdictions, respec-
tively, subject to such adjustments as the Secretary may provide 
by regulation. 
‘‘(i) OTHER FINANCIAL ASSISTANCE.— 
‘‘(1) For purposes of determining a student’s eligibility for 
funds under this title, other financial assistance not received 
under this title shall include all scholarships, grants, loans, 
or other assistance known to the institution at the time the 
determination of the student’s need is made, including national 
service educational awards or post-service benefits under title 
I of the National and Community Service Act of 1990 (42 
U.S.C. 12511 et seq.), but excluding veterans’ education bene-
fits. 
‘‘(2) Notwithstanding paragraph (1), a tax credit taken 
under section 25A of the Internal Revenue Code of 1986, or 
a distribution that is not includable in gross income under 
section 529 of such Code, under another prepaid tuition plan 
offered by a State, or under a Coverdell education savings 
account under section 530 of such Code, shall not be treated 
as other financial assistance for purposes of section 471(a)(3). 
‘‘(3) Notwithstanding paragraph (1) and section 472, assist-
ance not received under this title may be excluded from both 
other financial assistance and cost of attendance, if that assist-
ance is provided by a State and is designated by such State 
to offset a specific component of the cost of attendance. If 
that assistance is excluded from either other financial assist-
ance or cost of attendance, it shall be excluded from both. 
‘‘(4) Notwithstanding paragraph (1), payments made and 
services provided under part E of title IV of the Social Security 
Act to or on behalf of any child or youth over whom the 
State agency has responsibility for placement, care, or super-
vision, including the value of vouchers for education and 
training and amounts expended for room and board for youth 
who are not in foster care but are receiving services under 
section 477 of such Act, shall not be treated as other financial 
assistance for purposes of section 471(a)(3). 
‘‘(5) Notwithstanding paragraph (1), emergency financial 
assistance provided to the student for unexpected expenses 
that are a component of the student’s cost of attendance, and 
not otherwise considered when the determination of the stu-
dent’s need is made, shall not be treated as other financial 
assistance for purposes of section 471(a)(3). 
‘‘(j) DEPENDENTS.— 
‘‘(1) Except as otherwise provided, the term ‘dependent 
of the parent’ means the student who is deemed to be a 
dependent student when applying for aid under this title, and 
any other person who lives with and receives more than one- 
half of their support from the parent (or parents) and will 
continue to receive more than half of their support from the 
parent (or parents) during the award year. 
‘‘(2) Except as otherwise provided, the term ‘dependent 
of the student’ means the student’s dependent children and 
other persons (except the student’s spouse) who live with and 
receive more than one-half of their support from the student 
and will continue to receive more than half of their support 
from the student during the award year. 
‘‘(k) FAMILY SIZE.—
H. R. 133—1986 
‘‘(1) DEPENDENT STUDENT.—Except as provided in para-
graph (3), in determining family size in the case of a dependent 
student— 
‘‘(A) if the parents are not divorced or separated, family 
members include the student’s parents, and any dependent 
(within the meaning of section 152 of the Internal Revenue 
Code of 1986 or an eligible individual for purposes of the 
credit under section 24 of the Internal Revenue Code of 
1986) of the student’s parents for the taxable year used 
in determining the amount of need of the student for finan-
cial assistance under this title; 
‘‘(B) if the parents are divorced or separated, family 
members include the parent whose income is included in 
computing available income and any dependent (within 
the meaning of section 152 of the Internal Revenue Code 
of 1986 or an eligible individual for purposes of the credit 
under section 24 of the Internal Revenue Code of 1986) 
of that parent for the taxable year used in determining 
the amount of need of the student for financial assistance 
under this title; 
‘‘(C) if the parents are divorced and the parents whose 
income is so included are remarried, or if the parent was 
a widow or widower who has remarried, family members 
also include, in addition to those individuals referred to 
in subparagraph (B), the new spouse and any dependent 
(within the meaning of section 152 of the Internal Revenue 
Code of 1986 or an eligible individual for purposes of the 
credit under section 24 of the Internal Revenue Code of 
1986) of the new spouse for the taxable year used in deter-
mining the amount of need of the student for financial 
assistance under this title, if that spouse’s income is 
included in determining the parent’s adjusted available 
income; and 
‘‘(D) if the student is not considered as a dependent 
(within the meaning of section 152 of the Internal Revenue 
Code of 1986 or an eligible individual for purposes of the 
credit under section 24 of the Internal Revenue Code of 
1986) of any parent, the parents’ family size shall include 
the student and the family members applicable to the 
parents’ situation under subparagraph (A), (B), or (C). 
‘‘(2) INDEPENDENT STUDENT.—Except as provided in para-
graph (3), in determining family size in the case of an inde-
pendent student— 
‘‘(A) family members include the student, the student’s 
spouse, and any dependent (within the meaning of section 
152 of the Internal Revenue Code of 1986 or an eligible 
individual for purposes of the credit under section 24 of 
the Internal Revenue Code of 1986) of that student for 
the taxable year used in determining the amount of need 
of the student for financial assistance under this title; 
and 
‘‘(B) if the student is divorced or separated, family 
members do not include the spouse (or ex-spouse), but 
do include the student and any dependent (within the 
meaning of section 152 of the Internal Revenue Code of 
1986 or an eligible individual for purposes of the credit 
under section 24 of the Internal Revenue Code of 1986)
H. R. 133—1987 
of that student for the taxable year used in determining 
the amount of need of the student for financial assistance 
under this title. 
‘‘(3) PROCEDURES AND MODIFICATION.—The Secretary shall 
provide procedures for determining family size in cases in which 
information for the taxable year used in determining the 
amount of need of the student for financial assistance under 
this title has changed or does not accurately reflect the 
applicant’s current household size, including when a divorce 
settlement only allows a parent to file for the Earned Income 
Tax Credit available under section 32 of the Internal Revenue 
Code of 1986. 
‘‘(l) BUSINESS ASSETS.—The term ‘business assets’ means prop-
erty that is used in the operation of a trade or business, including 
real estate, inventories, buildings, machinery, and other equipment, 
patents, franchise rights, and copyrights. 
‘‘(m) HOMELESS YOUTH.—The term ‘homeless youth’ has the 
meaning given the term ‘homeless children and youths’ in section 
725 of the McKinney-Vento Homeless Assistance Act (42 U.S.C. 
11434a). 
‘‘(n) UNACCOMPANIED.—The terms ‘unaccompanied’, ‘unaccom-
panied youth’, or ‘unaccompanied homeless youth’ have the meaning 
given the term ‘unaccompanied youth’ in section 725 of the 
McKinney-Vento Homeless Assistance Act (42 U.S.C. 11434a).’’. 
(m) FAFSA.— 
(1) IN GENERAL.—Section 483 of the Higher Education Act 
of 1965 (20 U.S.C. 1090) is amended to read as follows: 
‘‘SEC. 483. FREE APPLICATION FOR FEDERAL STUDENT AID. 
‘‘(a) SIMPLIFIED APPLICATION FOR FEDERAL STUDENT FINANCIAL 
AID.— 
‘‘(1) IN
GENERAL.—Each individual seeking to apply for 
Federal financial aid under this title for award year 2023– 
2024 and any subsequent award year shall file a free applica-
tion with the Secretary, known as the ‘Free Application for 
Federal Student Aid’, to determine eligibility for such aid, as 
described in paragraph (2), and in accordance with section 
479. 
‘‘(2) FREE APPLICATION.— 
‘‘(A) IN GENERAL.—The Secretary shall make available, 
for the purposes of paragraph (1), a free application to 
determine the eligibility of a student for Federal financial 
aid under this title. 
‘‘(B) INFORMATION REQUIRED BY THE APPLICANT.— 
‘‘(i) IN GENERAL.—The applicant, and, if necessary, 
the parents or spouse of the applicant, shall provide 
the Secretary with the applicable information described 
in clause (ii) in order to be eligible for Federal financial 
aid under this title. 
‘‘(ii) INFORMATION TO BE PROVIDED.—The informa-
tion described in this clause is the following: 
‘‘(I) Name. 
‘‘(II) Contact information, including address, 
phone number, email address, or other electronic 
address. 
‘‘(III) Social security number. 
‘‘(IV) Date of birth.
H. R. 133—1988 
‘‘(V) Marital status. 
‘‘(VI) Citizenship status, including alien reg-
istration number, if applicable. 
‘‘(VII) Sex. 
‘‘(VIII) Race or ethnicity, using categories 
developed in consultation with the Bureau of the 
Census and the Director of the Institute of Edu-
cation Sciences that, to the greatest extent prac-
ticable, separately capture the racial groups speci-
fied in the American Community Survey of the 
Bureau of the Census. 
‘‘(IX) State of legal residence and date of resi-
dency. 
‘‘(X) The following information on secondary 
school completion: 
‘‘(aa) Name and location of the high school 
from which the applicant received, or will 
receive prior to the period of enrollment for 
which aid is sought, a regular high school 
diploma; 
‘‘(bb) name and location of the entity from 
which the applicant received, or will receive 
prior to the period of enrollment for which 
aid is sought, a recognized equivalent of a 
regular high school diploma; or 
‘‘(cc) if the applicant completed or will 
complete prior to the period of enrollment for 
which aid is sought, a secondary school edu-
cation in a home school setting that is treated 
as a home school or private school under State 
law. 
‘‘(XI) Name of each institution where the 
applicant intends to apply for enrollment or con-
tinue enrollment. 
‘‘(XII) Year in school for period of enrollment 
for which aid is sought, including whether 
applicant will have finished first bachelor’s degree 
prior to the period of enrollment for which aid 
is sought. 
‘‘(XIII) Whether one or both of the applicant’s 
parents attended college. 
‘‘(XIV) Any required asset information, unless 
exempt under section 479, in which the applicant 
shall indicate— 
‘‘(aa) the annual amount of child support 
received, if applicable; and 
‘‘(bb) all required asset information not 
described in item (aa). 
‘‘(XV) 
The 
number 
of 
members 
of 
the 
applicant’s family who will also be enrolled in an 
eligible institution of higher education on at least 
a half-time basis during the same enrollment 
period as the applicant. 
‘‘(XVI) If the applicant meets any of the fol-
lowing designations:
H. R. 133—1990 
Housing Act of 1937 (42 U.S.C. 1437f(o)), and 
public housing, as defined in section 3(b)(1) 
of such Act (42 U.S.C. 1437a(b)(1)). 
‘‘(hh) Refundable credit for coverage under 
a qualified health plan under section 36B of 
the Internal Revenue Code of 1986. 
‘‘(ii) The Earned Income Tax Credit under 
section 32 of the Internal Revenue Code of 
1986. 
‘‘(jj) Any other means-tested program 
determined by the Secretary to be appropriate. 
‘‘(XVIII) If the applicant, or, if necessary, the 
parents or spouse of the applicant, reported 
receiving tax exempt payments from an individual 
retirement plan (as defined in section 7701 of the 
Internal Revenue Code of 1986) distribution or 
from pensions or annuities on a Federal tax return, 
information as to how much of the individual 
retirement plan distribution or pension or annuity 
disbursement was a qualified rollover. 
‘‘(XIX) If the applicant, or, if necessary, the 
parents or spouse of the applicant, reported 
receiving foreign income that is exempt from Fed-
eral taxation or for which a permanent resident 
of the United States or United States citizen 
receives a foreign tax credit, information regarding 
the amount of such foreign income. 
‘‘(XX) If the applicant, or, if applicable, the 
parents or spouse of the applicant, elects to report 
receiving 
college 
grant 
and 
scholarship 
aid 
included in gross income on a Federal tax return 
described 
in 
section 
480(e)(2), 
information 
regarding the amount of such aid 
‘‘(iii) PROHIBITION AGAINST REQUESTING INFORMA-
TION MORE THAN ONCE.—Any information requested 
during the process of creating an account for com-
pleting the free application under this subsection, shall, 
to the fullest extent possible, not be required a second 
time for the same award year, or in a duplicative 
manner, when completing such free application except 
in the case of an unusual situation, such as a tem-
porary inability to access an account for completing 
such free application. 
‘‘(iv) CHANGE IN FAMILY SIZE.—The Secretary shall 
provide a process by which an applicant shall confirm 
the accuracy of family size or update the family size 
with respect to such applicant for purposes of deter-
mining the need of such applicant for financial assist-
ance under this title based on a change in family 
size from the tax year data used for such determina-
tion. 
‘‘(v) SINGLE
QUESTION
FOR
HOMELESS
STATUS.— 
The Secretary shall ensure that— 
‘‘(I) on the form developed under this section 
for which the information is applicable, there is 
a single, easily understood screening question to 
identify an applicant who is an unaccompanied
H. R. 133—1991 
homeless youth or is unaccompanied, at risk of 
homelessness, and self-supporting; and 
‘‘(II) such question is distinct from those 
relating to an individual who does not have access 
to parental income due to an unusual cir-
cumstance. 
‘‘(vi) ADJUSTMENTS.—The Secretary shall disclose 
on the FAFSA that the student may, on a case-by- 
case basis, qualify for an adjustment under section 
479A to the cost of attendance or the values of the 
data items required to calculate the student’s eligibility 
for a Federal Pell Grant or the student aid index 
for the student or parent. 
‘‘(C) NOTIFICATION AND APPROVAL OF REQUEST FOR TAX 
RETURN INFORMATION.—The Secretary shall notify students 
and borrowers who wish to submit an application for Fed-
eral student financial aid under this title (as well as par-
ents and spouses who must sign such an application or 
request or a Master Promissory Note on behalf of those 
students and borrowers) of the authority of the Secretary 
to require that such persons affirmatively approve that 
the Internal Revenue Service disclose their tax return 
information as described in section 494. 
‘‘(D) AUTHORIZATIONS AVAILABLE TO THE APPLICANT.— 
‘‘(i) AUTHORIZATION TO DISCLOSE FAFSA INFORMA-
TION, INCLUDING
A
REDISCLOSURE
OF
TAX
RETURN 
INFORMATION, TO
INSTITUTION, STATE
HIGHER
EDU-
CATION
AGENCY, 
AND
DESIGNATED
SCHOLARSHIP 
ORGANIZATIONS.—An applicant and, if necessary, the 
parents or spouse of the applicant shall provide the 
Secretary with authorization to disclose to an institu-
tion, State higher education agency, and scholarship 
organizations (designated (prior to the date of enact-
ment of the FUTURE Act (Public Law 116–91)) by 
the Secretary under section 483(a)(3)(E)) as in effect 
on such date of enactment, as specified by the applicant 
and in accordance with section 494, in order for the 
applicant’s eligibility for Federal financial aid pro-
grams, State financial aid programs, institutional 
financial aid programs, and scholarship programs at 
scholarship organizations (designated (prior to the date 
of enactment of the FUTURE Act (Public Law 116– 
91)) by the Secretary under section 483(a)(3)(E)) as 
in effect on such date of enactment, to be determined, 
the following: 
‘‘(I) 
Information 
described 
under 
section 
6103(l)(13) of the Internal Revenue Code of 1986. 
‘‘(II) All information provided by the applicant 
on the application described by this subsection 
to determine the applicant’s eligibility for Federal 
financial aid under this title and for the applica-
tion, award, and administration of such Federal 
financial aid, except the name of an institution 
to which an applicant selects to redisclose informa-
tion shall not be disclosed to any other institution. 
‘‘(ii) AUTHORIZATION TO DISCLOSE TO BENEFITS PRO-
GRAMS.—An applicant and, if necessary, the parents
H. R. 133—1992 
or spouse of the applicant may provide the Secretary 
with authorization to disclose to applicable agencies 
that handle applications for means-tested Federal ben-
efit programs, as defined in section 479(b)(4)(H), all 
information provided by the applicant on the applica-
tion described by this subsection as well as such 
applicant’s student aid index and scheduled Federal 
Pell Grant award to assist in identification, outreach 
and application efforts for the application, award, and 
administration of such means-tested Federal benefits 
programs, except such information shall not include 
Federal tax information as specified in section 
6103(l)(13)(C) of the Internal Revenue Code of 1986. 
‘‘(E) ACTION BY THE SECRETARY.—Upon receiving— 
‘‘(i) an application under this section, the Secretary 
shall, as soon as practicable, perform the necessary 
functions with the Commissioner of Internal Revenue 
to calculate the applicant’s student aid index and 
scheduled award for a Federal Pell Grant, if applicable, 
assuming full-time enrollment for an academic year, 
and note to the applicant the assumptions relationship 
to the scheduled award; and 
‘‘(ii) an authorization under subparagraph (D), the 
Secretary shall, as soon as practicable, disclose the 
information described under such subparagraph, as 
specified by the applicant, in order for the applicant’s 
eligibility for Federal, State, or institutional student 
financial aid programs or means-tested Federal benefit 
programs to be estimated or determined. 
‘‘(F) WORK STUDY WAGES.—With respect to an applicant 
who has received income earned from work under part 
C of this title, the Secretary shall take the steps necessary 
to collect information on the amount of such income for 
the purposes of calculating such applicant’s student aid 
index and scheduled award for a Federal Pell Grant, if 
applicable, without adding additional questions to the 
FAFSA, including by collecting such information from 
institutions of higher education participating in work-study 
programs under part C of this title. 
‘‘(3) INFORMATION TO BE SUPPLIED BY THE SECRETARY OF 
EDUCATION.— 
‘‘(A) IN
GENERAL.—Upon receiving and timely proc-
essing a free application that contains the information 
described in paragraph (2), the Secretary shall provide 
to the applicant the following information based on full- 
time attendance for an academic year: 
‘‘(i) The estimated dollar amount of a Federal Pell 
Grant scheduled award for which the applicant is 
eligible for such award year. 
‘‘(ii) Information on other types of Federal financial 
aid for which the applicant may be eligible (including 
situations in which the applicant could qualify for 150 
percent of a scheduled Federal Pell Grant award and 
loans made under this title) and how the applicant 
can find additional information regarding such aid. 
‘‘(iii) Consumer-tested information regarding each 
institution selected by the applicant in accordance with
H. R. 133—1993 
paragraph (2)(B)(ii)(XI), which may include the fol-
lowing: 
‘‘(I) The following information, as collected 
through the Integrated Postsecondary Education 
Data System or a successor Federal data system 
as designated by the Secretary: 
‘‘(aa) Net price by the income categories, 
as described under section 132(i)(6), and 
disaggregated by undergraduate and graduate 
programs, as applicable. 
‘‘(bb) Graduation rate. 
‘‘(cc) Retention rate. 
‘‘(dd) Transfer rate, if available. 
‘‘(II) Median debt of students upon completion. 
‘‘(III) Institutional default rate, as calculated 
under section 435. 
‘‘(iv) If the student is eligible for a student aid 
index of less than or equal to zero under section 473, 
a notification of the Federal means-tested benefits that 
they have not already indicated they receive, but for 
which they may be eligible, and relevant links and 
information on how to apply for such benefits. 
‘‘(v) 
Information 
on 
education 
tax 
benefits 
described in paragraphs (1) and (2) of section 25A(a) 
of the Internal Revenue Code of 1986 or other 
applicable education tax benefits determined in con-
sultation with the Secretary of the Treasury. 
‘‘(vi) If the individual identified as a veteran, or 
as serving (on the date of the application) on active 
duty in the Armed Forces for other than training pur-
poses, information on benefits administered by the 
Department of Veteran Affairs or Department of 
Defense, respectively. 
‘‘(vii) If applicable, the applicant’s current out-
standing balance of loans under this title. 
‘‘(B) INFORMATION PROVIDED TO THE STATE.— 
‘‘(i) IN GENERAL.—The Secretary shall redisclose, 
with authorization from the applicant in accordance 
with paragraph (2)(D)(i), to a State higher education 
agency administering State-based financial aid and 
serving the applicant’s State of residence, the informa-
tion described under section 6103(l)(13) of the Internal 
Revenue Code of 1986 and information described in 
paragraph (2)(B) for the application, award, and 
administration of grants and other student financial 
aid provided directly from the State to be determined 
by such State. Such information shall include the list 
of institutions provided by the applicant on the applica-
tion. 
‘‘(ii) USE OF INFORMATION.—A State agency admin-
istering State-based financial aid— 
‘‘(I) shall use the information provided under 
clause (i) solely for the application, award, and 
administration of State-based financial aid for 
which the applicant is eligible; 
‘‘(II) may use the information, except for the 
information described under section 6103(l)(13) of
H. R. 133—1994 
the Internal Revenue Code of 1986, for State 
agency research that does not release any individ-
ually identifiable information on any applicant to 
promote college attendance, persistence, and 
completion; 
‘‘(III) may use identifying information provided 
by student applicants on the FAFSA to determine 
whether or not a graduating secondary student 
has filed the application in coordination with local 
educational agencies or secondary schools to 
encourage students to complete the application; 
and 
‘‘(IV) may share the application information, 
excluding the information described under section 
6103(l)(13) of the Internal Revenue Code of 1986, 
with any other entity, only if such applicant pro-
vides explicit written consent of the applicant, 
except as provided in subclause (III). 
‘‘(iii) LIMITATION ON CONSENT PROCESS.—A State 
may provide a consent process whereby an applicant 
may elect to share the information described in clause 
(i), except for the information described in section 
6103(l)(13) of the Internal Revenue Code of 1986, 
through explicit written consent to Federal, State, or 
local government agencies or tribal organizations to 
assist such applicant in applying for and receiving 
Federal, State, or local government assistance, or tribal 
assistance for any component of the applicant’s cost 
of attendance that may include financial assistance 
or non-monetary assistance. 
‘‘(iv) 
PROHIBITION.—Any 
entity 
that 
receives 
applicant information under clause (iii) shall not sell, 
share, or otherwise use applicant information other 
than for the purposes outlined in clause (iii). 
‘‘(C) USE OF INFORMATION PROVIDED TO THE INSTITU-
TION.—An institution— 
‘‘(i) shall use the information provided to it solely 
for the application, award, and administration of finan-
cial aid to the applicant; 
‘‘(ii) may use the information provided, excluding 
the information described under section 6013(l)(13) of 
the Internal Revenue Code of 1986, for research that 
does not release any individually identifiable informa-
tion on any applicant, to promote college attendance, 
persistence, and completion; and 
‘‘(iii) shall not share such educational record 
information with any other entity without the explicit 
written consent of the applicant. 
‘‘(D) PROHIBITION.—Any entity that receives applicant 
information under subparagraph (C)(iii) shall not sell, 
share, or otherwise use applicant information other than 
for the purposes outlined in subparagraph (C). 
‘‘(E) FAFSA INFORMATION THAT INCLUDES TAX RETURN 
INFORMATION.—An applicant’s FAFSA information that 
includes return or return information as described in sec-
tion 6103(l)(13) of the Internal Revenue Code of 1986 may 
be disclosed or redisclosed (which shall include obtaining,
H. R. 133—1995 
sharing, or discussing such information) only in accordance 
with the procedures described in section 494. 
‘‘(4) DEVELOPMENT OF FORM AND INFORMATION EXCHANGE.— 
Prior to the design of the free application under this subsection, 
the Secretary shall, to the maximum extent practicable, on 
an annual basis— 
‘‘(A) consult with stakeholders to gather information 
about innovations and technology available to— 
‘‘(i) ensure an efficient and effective process; 
‘‘(ii) mitigate unintended consequences; and 
‘‘(iii) determine the best practices for outreach to 
students and families during the transition to the 
streamlined process for the determination of Federal 
financial aid and Federal Pell Grant eligibility while 
reducing the data burden on applicants and families; 
and 
‘‘(B) solicit public comments for the format of the free 
application that provides for adequate time to incorporate 
feedback prior to development of the application for the 
succeeding award year. 
‘‘(5) NO ADDITIONAL INFORMATION REQUESTS PERMITTED.— 
In carrying out this subsection, the Secretary may not require 
additional information to be submitted by an applicant (or 
the parents or spouse of an applicant) for Federal financial 
aid through other requirements or reporting, except as required 
under a process or procedure exercised in accordance with 
the authority under section 479A. 
‘‘(6) STATE-RUN PROGRAMS.— 
‘‘(A) IN GENERAL.—The Secretary shall conduct out-
reach to States in order to research the benefits to students 
of States relying solely on the student aid index, scheduled 
Pell Grant Award, or the financial data made available, 
upon authorization by the applicant, as a result of an 
application for aid under this subsection for determining 
the eligibility of the applicant for State provided financial 
aid. 
‘‘(B) SECRETARIAL REVIEW.—If a State determines that 
there is a need for additional data elements beyond those 
provided pursuant to this subsection for determining the 
eligibility of an applicant for State provided financial aid, 
the State shall forward a list of those additional data 
elements determined necessary, but not provided by virtue 
of the application under this subsection, to the Secretary. 
The Secretary shall make readily available to the public 
through the Department’s websites and other means— 
‘‘(i) a list of States that do not require additional 
financial information separate from the Free Applica-
tion for Federal Student Aid and do not require asset 
information from students who qualify for the exemp-
tion from asset reporting under section 479 for the 
purposes of awarding State scholarships and grant aid; 
‘‘(ii) a list of States that require asset information 
from students who qualify for the exemption from asset 
reporting under section 479 for the purposes of 
awarding State scholarships and grant aid; 
‘‘(iii) a list of States that have indicated that they 
require additional financial information separate from
H. R. 133—1996 
the Free Application for Federal Student Aid for pur-
poses of awarding State scholarships and grant aid; 
and 
‘‘(iv) with the publication of the lists under this 
subparagraph, information about additional resources 
available to applicants, including links to such State 
websites. 
‘‘(7) INSTITUTION-RUN FINANCIAL AID.— 
‘‘(A) IN GENERAL.—The Secretary shall conduct out-
reach to institutions of higher education to describe the 
benefits to students of relying solely on the student aid 
index, scheduled Pell Grant Award, or the financial data 
made available, upon authorization for release by the 
applicant, as a result of an application for aid under this 
subsection for determining the eligibility of the applicant 
for institutional financial aid. The Secretary shall make 
readily available to the public through its websites and 
other means— 
‘‘(i) a list of institutions that do not require addi-
tional financial information separate from the Free 
Application for Federal Student Aid and do not require 
asset information from students who qualify for the 
exemption from asset reporting under section 479 for 
the purpose of awarding institution-run financial aid; 
‘‘(ii) a list of institutions that require asset informa-
tion from students who qualify for the exemption from 
asset reporting under section 479 for the purpose of 
awarding institution-run financial aid; 
‘‘(iii) a list of institutions that require additional 
financial information separate from the Free Applica-
tion for Federal Student Aid for the purpose of 
awarding institution-run financial aid; and 
‘‘(iv) with the publication of the list in clause (iii), 
information about additional resources available to 
applicants. 
‘‘(8) SECURITY OF DATA.—The Secretary shall, in consulta-
tion with the Secretary of the Treasury— 
‘‘(A) take all necessary steps to safeguard the data 
required to be transmitted for the purpose of this section 
between Federal agencies and to States and institutions 
of higher education and secure the transmittal of such 
data; 
‘‘(B) provide guidance to States and institutions of 
higher education regarding their obligation to ensure the 
security of the data provided under this section and section 
6103 of the Internal Revenue Code of 1986; and 
‘‘(C) provide guidance on the implementation of section 
6103 of the Internal Revenue Code of 1986, including how 
it intersects with the provisions of section 444 of the Gen-
eral Education Provisions Act (commonly known as the 
‘Family Educational Rights and Privacy Act of 1974’), and 
any additional consent processes that may be available 
to applicants in accordance with the Internal Revenue Code 
of 1986 regarding sharing of Federal tax information. 
‘‘(9) REPORT TO CONGRESS.— 
‘‘(A) IN
GENERAL.—Not later than 1 year after the 
date of enactment of the FAFSA Simplification Act, the
H. R. 133—1997 
Secretary shall report to the authorizing committees on 
the progress of the Secretary in carrying out this sub-
section, including planning and stakeholder consultation. 
Such report shall include— 
‘‘(i) benchmarks for implementation; 
‘‘(ii) entities and organizations that the Secretary 
consulted; 
‘‘(iii) system requirements for such implementation 
and how they will be addressed; 
‘‘(iv) any areas of concern and potential problem 
issues uncovered that may hamper such implementa-
tion; and 
‘‘(v) solutions determined to address such issues. 
‘‘(B) UPDATES.—The Secretary shall provide updates 
to the authorizing committees— 
‘‘(i) as to the progress and planning described in 
subparagraph (A) prior to implementation of the revi-
sions to the Free Application for Federal Student Aid 
under this subsection not less often than quarterly; 
and 
‘‘(ii) at least 6 months and 1 year after implementa-
tion of the revisions to the Free Application for Federal 
Student Aid. 
‘‘(b) ADJUSTMENTS AND IMPROVEMENTS.— 
‘‘(1) IN GENERAL.—The Secretary shall disclose in a con-
sumer-tested format, upon completion of the Free Application 
for Federal Student Aid under this section, that the student 
may, on a case-by-case basis, qualify for an adjustment under 
section 479A to the cost of attendance or the values of the 
data items required to calculate the Federal Pell Grant or 
the need analysis for the student or parent. Such disclosure 
shall specify— 
‘‘(A) examples of the special circumstances under which 
a student or family member may qualify for such adjust-
ment or determination of independence; and 
‘‘(B) additional information regarding the steps a stu-
dent or family member may take in order to seek an 
adjustment under section 479A. 
‘‘(2) CONSUMER TESTING.— 
‘‘(A) IN GENERAL.—Not later than 9 months after the 
date of enactment of the FAFSA Simplification Act, the 
Secretary shall begin consumer testing the design of the 
Free Application for Federal Student Aid under this section 
with prospective first-generation college students, rep-
resentatives of students (including low-income students, 
English learners, first-generation college students, adult 
students, veterans, servicemembers, and prospective stu-
dents), students’ families (including low-income families, 
families with English learners, families with first-genera-
tion college students, and families with prospective stu-
dents), institutions of higher education, secondary school 
and postsecondary counselors, and nonprofit consumer 
groups. 
‘‘(B) UPDATES.—For award year 2023–2024 and at least 
each fourth succeeding award year thereafter, the Secretary 
shall update the design of the Free Application for Federal 
Student Aid based on additional consumer testing with
H. R. 133—1998 
the populations described in subparagraph (A) in order 
to improve the usability and accessibility of the application. 
‘‘(3) ACCESSIBILITY OF THE FAFSA.—The Secretary shall— 
‘‘(A) in conjunction with the Bureau of the Census, 
determine the most common languages spoken by English 
learner students and their parents in the United States; 
‘‘(B) develop and make publicly available versions of 
the Free Application for Federal Student Aid form in not 
fewer than 11 of the most common languages determined 
under subparagraph (A) and make such versions available 
and accessible to applicants in paper and electronic formats; 
and 
‘‘(C) ensure that the Free Application for Federal Stu-
dent Aid is available in formats accessible to individuals 
with disabilities and compliant with the most recent Web 
Content Accessibility Guidelines, or successor guidelines. 
‘‘(4) REAPPLICATION IN A SUCCEEDING ACADEMIC YEAR.— 
In order to streamline an applicant’s experience in applying 
for financial aid, the Secretary shall allow an applicant who 
electronically applies for financial assistance under this title 
for an academic year subsequent to an academic year for which 
such applicant applied for financial assistance under this title 
to automatically electronically import all of the applicant’s 
(including parents’, guardians’, or spouses’, as applicable) 
identifying, demographic, and school data from the previous 
application and to update such information to reflect any cir-
cumstances that have changed. 
‘‘(5) TECHNOLOGY
ACCESSIBILITY.—The Secretary shall 
make the application under this section available through 
prevalent technology. Such technology shall, at a minimum, 
enable applicants to— 
‘‘(A) save data; and 
‘‘(B) submit the application under this title to the Sec-
retary through such technology. 
‘‘(6) VERIFICATION BURDEN.—The Secretary shall— 
‘‘(A) to the maximum extent practicable, streamline 
and simplify the process of verification for applicants for 
Federal financial aid; 
‘‘(B) in establishing policies and procedures to verify 
applicants’ eligibility for Federal financial aid, consider— 
‘‘(i) the burden placed on low-income applicants; 
‘‘(ii) the risk to low-income applicants of failing 
to complete the application, enroll in college, or com-
plete a postsecondary credential as a result of being 
selected for verification; 
‘‘(iii) the effectiveness of the policies and proce-
dures in preventing overpayments; and 
‘‘(iv) the reasons for the source of any improper 
payments; and 
‘‘(C) issue a public report not less often than annually 
that includes the number and percentage of applicants 
subject to verification, whether the applicants ultimately 
received Federal financial aid disbursements, the extent 
to which the student aid index changed for such applicants 
as a result of verification, and the extent to which such 
applicants’ eligibility for Federal financial aid under this 
title changed.
H. R. 133—1999 
‘‘(7) STUDIES.—The Secretary shall periodically conduct 
studies on— 
‘‘(A) whether the Free Application for Federal Student 
Aid is a barrier to college enrollment by examining— 
‘‘(i) the effect of States requiring additional 
information specified in clauses (ii) and (iii) of sub-
section (a)(6)(B) on the determination of State financial 
aid awards, including— 
‘‘(I) how much financial aid awards would 
change if the additional information were not 
required; and 
‘‘(II) the number of students who started but 
did not finish the Free Application for Federal 
Student Aid, compared to the baseline year of 
2021; and 
‘‘(ii) the number of students who— 
‘‘(I) started a Free Application for Federal Stu-
dent Aid but did not receive financial assistance 
under this title for the applicable academic year; 
and 
‘‘(II) if available, did not enroll in an institu-
tion of higher education in the applicable academic 
year; 
‘‘(B) the most common barriers faced by applicants 
in completing the Free Application for Federal Student 
Aid; and 
‘‘(C) the most common reasons that students and fami-
lies do not fill out the Free Applications for Federal Student 
Aid. 
‘‘(c) DATA AND INFORMATION.— 
‘‘(1) IN GENERAL.—The Secretary shall publish data in a 
publicly accessible manner— 
‘‘(A) annually on the total number of Free Applications 
for Federal Student Aid submitted by application cycle, 
disaggregated by demographic characteristics, type of 
institution or institutions of higher education to which 
the applicant applied, the applicant’s State of legal resi-
dence, and high school and public school district; 
‘‘(B) quarterly on the total number of Free Applications 
for Federal Student Aid submitted by application cycle, 
disaggregated by type of institution or institutions of higher 
education to which the applicant applied, the applicant’s 
State of legal residence, and high school and public school 
district; 
‘‘(C) weekly on the total number of Free Applications 
for Federal Student Aid submitted, disaggregated by high 
school and public school district; and 
‘‘(D) annually on the number of individuals who apply 
for federal financial aid pursuant to this section who 
indicated that they are— 
‘‘(i) an unaccompanied homeless youth or unaccom-
panied, at risk of homelessness, and self-supporting; 
or 
‘‘(ii) a foster care youth. 
‘‘(2) CONTENTS.—The data described in paragraph (1)(D) 
with respect to homeless youth shall include, at a minimum, 
for each application cycle—
H. R. 133—2000 
‘‘(A) the total number of all applicants who were deter-
mined to be individuals described in section 480(d)(8); and 
‘‘(B) the number of applicants described in subpara-
graph (A), disaggregated— 
‘‘(i) by State; and 
‘‘(ii) by the sources of determination as described 
in section 479D(b). 
‘‘(3) DATA SHARING.—The Secretary may enter into data 
sharing agreements with the appropriate Federal or State agen-
cies to conduct outreach regarding, and connect applicants 
directly with, the means-tested Federal benefit programs 
described in subsection (a)(2)(B)(ii)(XVII) for which the 
applicants may be eligible. 
‘‘(d) ENSURING FORM USABILITY.— 
‘‘(1) SIGNATURE.—Notwithstanding any other provision of 
this title, the Secretary may permit the Free Application for 
Federal Student Aid to be submitted without a signature, if 
a signature is subsequently submitted by the applicant, or 
if the applicant uses an access device provided by the Secretary. 
‘‘(2) FREE PREPARATION AUTHORIZED.—Notwithstanding any 
other provision of this title, an applicant may use a preparer 
for consultative or preparation services for the completion of 
the Free Application for Federal Student Aid without charging 
a fee to the applicant if the preparer— 
‘‘(A) includes, at the time the application is submitted 
to the Department, the name, address or employer’s 
address, social security number or employer identification 
number, and organizational affiliation of the preparer on 
the applicant’s form; 
‘‘(B) is subject to the same penalties as an applicant 
for purposely giving false or misleading information in 
the application; 
‘‘(C) clearly informs each individual upon initial con-
tact, that the Free Application for Federal Student Aid 
is a free form that may be completed without professional 
assistance; and 
‘‘(D) does not produce, use, or disseminate any other 
form for the purpose of applying for Federal financial aid 
other than the Free Application for Federal Student Aid 
developed by the Secretary under this section. 
‘‘(3) CHARGES TO STUDENTS AND PARENTS FOR USE OF FORMS 
PROHIBITED.—The need for and eligibility of a student for finan-
cial assistance under this title may be determined only by 
using the Free Application for Federal Student Aid developed 
by the Secretary under this section. Such application shall 
be produced, distributed, and processed by the Secretary, and 
no parent or student shall be charged a fee by the Secretary, 
a contractor, a third-party servicer or private software provider, 
or any other public or private entity for the collection, proc-
essing, or delivery of Federal financial aid through the use 
of such application. No data collected on a form for which 
a fee is charged shall be used to complete the Free Application 
for Federal Student Aid prescribed under this section, except 
that a Federal or State income tax form prepared by a paid 
income tax preparer or preparer service for the primary purpose 
of filing a Federal or State income tax return may be used
H. R. 133—2001 
to complete the Free Application for Federal Student Aid pre-
scribed under this section. 
‘‘(4) APPLICATION PROCESSING CYCLE.—The Secretary shall 
enable applicants to submit a Free Application for Federal 
Student Aid developed under this section and initiate the proc-
essing of such application, not later than January 1 of the 
applicant’s planned year of enrollment, to the maximum extent 
practicable, on or around October 1 prior to the applicant’s 
planned year of enrollment. 
‘‘(5) EARLY ESTIMATES.—The Secretary shall maintain an 
electronic method for applicants to enter income and family 
size information to calculate a non-binding estimate of the 
applicant’s Federal financial aid available under this title and 
shall place such calculator on a prominent location at the 
beginning of the Free Application for Federal Student Aid. 
‘‘(6) ADDITIONAL FORMS.—Notwithstanding any other provi-
sion of this title, an institution may not condition the packaging 
or receipt of Federal financial aid on the completion of addi-
tional requests for financial information beyond the Free 
Application for Federal Student Aid, unless such information 
is required for verification, a determination of independence, 
or professional judgement.’’. 
(2) REPORTS.—Notwithstanding section 701(b) of this title, 
the Secretary of Education shall have the authority to issue 
reports and begin consumer testing prior to July 1, 2023, as 
provided in the amendment made by paragraph (1). 
(n) STUDENT ELIGIBILITY.— 
(1) AMENDMENTS.— 
(A) IN GENERAL.—Section 484 of the Higher Education 
Act of 1965 (20 U.S.C. 1091) is amended— 
(i) by striking subsections (n) and (r); 
(ii) by redesignating subsections (o), (p), (s), and 
(t), as subsections (n), (o), (q), and (r), respectively; 
(iii) by inserting between subsections (o) and (q), 
as redesignated under clause (i), the following: 
‘‘(p) USE
OF INCOME DATA WITH IRS.—The Secretary, in 
cooperation with the Secretary of the Treasury, shall fulfill the 
data transfer requirements under section 6103(l)(13) of the Internal 
Revenue Code of 1986 and the procedure and requirements outlined 
in section 494.’’; and 
(iv) by adding at the end the following: 
‘‘(s) EXCEPTION TO REQUIRED REGISTRATION WITH THE SELEC-
TIVE SERVICE SYSTEM.—Notwithstanding section 12(f) of the Mili-
tary Selective Service Act (50 U.S.C. 3811(f)), an individual shall 
not be ineligible for assistance or a benefit provided under this 
title if the individual is required under section 3 of such Act (50 
U.S.C. 3802) to present himself for and submit to registration 
under such section and fails to do so in accordance with any 
proclamation issued under such section, or in accordance with any 
rule or regulation issued under such section. 
‘‘(t) CONFINED OR INCARCERATED INDIVIDUALS.— 
‘‘(1) DEFINITIONS.—In this subsection: 
‘‘(A) CONFINED
OR
INCARCERATED
INDIVIDUAL.—The 
term ‘confined or incarcerated individual’— 
‘‘(i) means an individual who is serving a criminal 
sentence in a Federal, State, or local penal institution,
H. R. 133—2002 
prison, jail, reformatory, work farm, or other similar 
correctional institution; and 
‘‘(ii) does not include an individual who is in a 
halfway house or home detention or is sentenced to 
serve only weekends. 
‘‘(B) PRISON EDUCATION PROGRAM.—The term ‘prison 
education program’ means an education or training pro-
gram that— 
‘‘(i) is an eligible program under this title offered 
by an institution of higher education (as defined in 
section 101 or 102(a)(1)(B)); 
‘‘(ii) is offered by an institution that has been 
approved to operate in a correctional facility by the 
appropriate State department of corrections or other 
entity that is responsible for overseeing correctional 
facilities, or by the Bureau of Prisons; 
‘‘(iii) has been determined by the appropriate State 
department of corrections or other entity that is respon-
sible for overseeing correctional facilities, or by the 
Bureau of Prisons, to be operating in the best interest 
of students, the determination of which shall be made 
by the State department of corrections or other entity 
or by the Bureau of Prisons, respectively, and may 
be based on— 
‘‘(I) rates of confined or incarcerated individ-
uals continuing their education post-release; 
‘‘(II) job placement rates for such individuals; 
‘‘(III) earnings for such individuals; 
‘‘(IV) rates of recidivism for such individuals; 
‘‘(V) the experience, credentials, and rates of 
turnover or departure of instructors; 
‘‘(VI) the transferability of credits for courses 
available to confined or incarcerated individuals 
and the applicability of such credits toward related 
degree or certificate programs; or 
‘‘(VII) offering relevant academic and career 
advising services to participating confined or incar-
cerated individuals while they are confined or 
incarcerated, in advance of reentry, and upon 
release; 
‘‘(iv) offers transferability of credits to at least 
1 institution of higher education (as defined in section 
101 or 102(a)(1)(B)) in the State in which the correc-
tional facility is located, or, in the case of a Federal 
correctional facility, in the State in which most of 
the individuals confined or incarcerated in such facility 
will reside upon release; 
‘‘(v) is offered by an institution that has not been 
subject, during the 5 years preceding the date of the 
determination, to— 
‘‘(I) any suspension, emergency action, or 
termination of programs under this title; 
‘‘(II) any adverse action by the institution’s 
accrediting agency or association; or 
‘‘(III) any action by the State to revoke a 
license or other authority to operate;
H. R. 133—2003 
‘‘(vi) satisfies any applicable educational require-
ments for professional licensure or certification, 
including 
licensure 
or 
certification 
examinations 
needed to practice or find employment in the sectors 
or occupations for which the program prepares the 
individual, in the State in which the correctional 
facility is located or, in the case of a Federal correc-
tional facility, in the State in which most of the individ-
uals confined or incarcerated in such facility will reside 
upon release; and 
‘‘(vii) does not offer education that is designed 
to lead to licensure or employment for a specific job 
or occupation in the State if such job or occupation 
typically involves prohibitions on the licensure or 
employment of formerly incarcerated individuals in the 
State in which the correctional facility is located, or, 
in the case of a Federal correctional facility, in the 
State in which most of the individuals confined or 
incarcerated in such facility will reside upon release. 
‘‘(2) TECHNICAL ASSISTANCE.—The Secretary, in collabora-
tion with the Attorney General, shall provide technical assist-
ance and guidance to the Bureau of Prisons, State departments 
of corrections, and other entities that are responsible for over-
seeing correctional facilities in making determinations under 
paragraph (1)(B)(iii). 
‘‘(3) FEDERAL
PELL
GRANT
ELIGIBILITY.—Notwithstanding 
subsection (a), in order for a confined or incarcerated individual 
who otherwise meets the eligibility requirements of this title 
to be eligible to receive a Federal Pell Grant under section 
401, the individual shall be enrolled or accepted for enrollment 
in a prison education program. 
‘‘(4) EVALUATION.— 
‘‘(A) IN
GENERAL.—Not later than 1 year after the 
date of enactment of the FAFSA Simplification Act, in 
order to evaluate and improve the impact of activities 
supported under this subsection, the Secretary, in partner-
ship with the Director of the Institute of Education 
Sciences, shall award 1 or more grants or contracts to, 
or enter into cooperative agreements with, experienced 
public and private institutions and organizations to enable 
the institutions and organizations to conduct an external 
evaluation that shall— 
‘‘(i) assess the ability of confined or incarcerated 
individuals to access and complete the Free Application 
for Federal Student Aid; 
‘‘(ii) examine in-custody outcomes and post-release 
outcomes related to providing Federal Pell Grants to 
confined or incarcerated individuals, including— 
‘‘(I) attainment of a postsecondary degree or 
credential; 
‘‘(II) safety in penal institutions with prison 
education programs; 
‘‘(III) the size of waiting lists for prison edu-
cation programs; 
‘‘(IV) the extent to which such individuals con-
tinue their education post-release;
H. R. 133—2004 
‘‘(V) employment and earnings outcomes for 
such individuals; and 
‘‘(VI) rates of recidivism for such individuals; 
‘‘(iii) track individuals who received Federal Pell 
Grants under subpart 1 of part A at 1, 3, and 5 
years after the individuals’ release from confinement 
or incarceration; and 
‘‘(iv) examine the extent to which institutions pro-
vide re-entry or relevant career services to partici-
pating confined or incarcerated individuals as part of 
the prison education program and the efficacy of such 
services, if offered. 
‘‘(B) REPORT.—Beginning not later than 1 year after 
the Secretary awards the grant, contract, or cooperative 
agreement described in subparagraph (A) and annually 
thereafter, each institution of higher education operating 
a prison education program under this subsection shall 
submit a report to the Secretary on activities assisted and 
students served under this subsection, which shall include 
the information, as applicable, contained in clauses (i) 
through (iv) of subparagraph (A). 
‘‘(5) REPORT.—Not later than 1 year after the date of enact-
ment of the FAFSA Simplification Act and on at least an 
annual basis thereafter, the Secretary shall submit to the 
authorizing committees, and make publicly available on the 
website of the Department, a report on the— 
‘‘(A) impact of this subsection which shall include, at 
a minimum— 
‘‘(i) the names and types of institutions of higher 
education offering prison education programs at which 
confined or incarcerated individuals are enrolled and 
receiving Federal Pell Grants; 
‘‘(ii) the number of confined or incarcerated individ-
uals receiving Federal Pell Grants through each prison 
education program; 
‘‘(iii) the amount of Federal Pell Grant expendi-
tures for each prison education program; 
‘‘(iv) the average amount of Federal Pell Grant 
expenditures per full-time equivalent students in a 
prison education program compared to the average 
amount of Federal Pell Grant expenditures per full- 
time equivalent students not in prison education pro-
grams; 
‘‘(v) the demographics of confined or incarcerated 
individuals receiving Federal Pell Grants; 
‘‘(vi) the cost of attendance for such individuals; 
‘‘(vii) the mode of instruction (such as distance 
education, in-person instruction, or a combination of 
such modes) for each prison education program; 
‘‘(viii) information on the academic outcomes of 
such individuals (such as credits attempted and 
earned, and credential and degree completion) and any 
information available from student satisfaction surveys 
conducted by the applicable institution or correctional 
facility;
H. R. 133—2005 
‘‘(ix) information on post-release outcomes of such 
individuals, including, to the extent practicable, contin-
ued 
postsecondary 
enrollment, 
earnings, 
credit 
transfer, and job placement; 
‘‘(x) rates of recidivism for confined or incarcerated 
individuals receiving Federal Pell Grants; 
‘‘(xi) information on transfers of confined or incar-
cerated individuals between prison education pro-
grams; 
‘‘(xii) the most common programs and courses 
offered in prison education programs; and 
‘‘(xiii) rates of instructor turnover or departure 
for courses offered in prison education programs; 
‘‘(B) results of each prison education program at each 
institution of higher education, including the information 
described in clauses (ii) through (xiii) of subparagraph (A); 
and 
‘‘(C) findings regarding best practices with respect to 
prison education programs.’’. 
(B) CONFORMING
AMENDMENT.—Section 428B(f)(2) of 
the Higher Education Act of 1965 (20 U.S.C. 1078–2(f)(2)) 
is amended by striking ‘‘section 484(p)’’ and inserting ‘‘sec-
tion 484(o)’’. 
(C) 
INSTITUTIONAL
AND
FINANCIAL
ASSISTANCE 
INFORMATION FOR STUDENTS.—Section 485 of the Higher 
Education Act of 1965 (20 U.S.C. 1092) is amended by 
repealing subsection (k). 
(2) EARLY EFFECTIVE DATE PERMITTED.—Notwithstanding 
section 701(b) of this Act, sections 401(b)(6) and 484(r) of the 
Higher Education Act of 1965 (20 U.S.C. 1070a(b)(6); 1091(r)) 
as in effect on the date of enactment of this Act, and section 
12(f) of the Military Selective Service Act (50 U.S.C. 3811(f)), 
the Secretary of Education may implement the amendments 
made by paragraph (1) of this subsection before (but not later 
than) July 1, 2023. The Secretary shall specify in a designation 
on what date, under what conditions, and for which award 
years the Secretary will implement such amendments prior 
to July 1, 2023. The Secretary shall publish any designation 
under this paragraph in the Federal Register at least 60 days 
before implementation. 
(o) EARLY AWARENESS OF FINANCIAL AID ELIGIBILITY.—Section 
485E of the Higher Education Act of 1965 (20 U.S.C. 1092f) is 
amended to read as follows: 
‘‘SEC. 485E. EARLY AWARENESS AND OUTREACH OF FINANCIAL AID 
ELIGIBILITY. 
‘‘(a) IN GENERAL.—The Secretary shall implement early out-
reach activities in order to provide prospective students and their 
families with information about financial aid and estimates of finan-
cial aid. Such early outreach activities shall include the activities 
described in subsections (b), (c), and (d). 
‘‘(b) PELL GRANT EARLY AWARENESS ESTIMATES.— 
‘‘(1) IN GENERAL.—The Secretary shall produce a consumer- 
tested method of estimating student eligibility for Federal Pell 
Grants under section 401(b) utilizing the variables of family 
size and adjusted gross income, presented in electronic format.
H. R. 133—2006 
There shall be a method for students to indicate whether they 
are, or will be in— 
‘‘(A) a single-parent household; 
‘‘(B) a household with two parents; or 
‘‘(C) a household with no children or dependents. 
‘‘(2) CONSUMER TESTING.— 
‘‘(A) IN GENERAL.—The method of estimating eligibility 
described in paragraph (1) shall be consumer tested with 
prospective first-generation students and families as well 
as low-income individuals and families. 
‘‘(B) UPDATES.—For award year 2023–2024 and each 
fourth succeeding award year thereafter, the design of the 
method of estimating eligibility shall be updated based 
on additional consumer testing with the populations 
described in subparagraph (A). 
‘‘(3) DISTRIBUTION.—The method of estimating eligibility 
described in paragraph (1) shall be— 
‘‘(A) made publicly and prominently available on the 
Department’s website; and 
‘‘(B) actively shared by the Secretary with— 
‘‘(i) institutions of higher education participating 
in programs under this title; 
‘‘(ii) all middle and secondary schools eligible for 
funds under part A of title I of the Elementary and 
Secondary Education Act of 1965; 
‘‘(iii) local educational agencies and middle schools 
and high schools that serve students not less than 
25 percent of whom meet a measure of poverty as 
described in section 1113(a)(5) of the Elementary and 
Secondary Education Act of 1965; and 
‘‘(iv) agencies responsible for administering means- 
tested Federal benefit programs, as defined in section 
479(b)(4)(H). 
‘‘(4) ELECTRONIC ESTIMATOR ON FAFSA.—In accordance with 
subsection (d)(5) of section 483, the Secretary shall maintain 
an electronic method for applicants to enter income and family 
size, and level of education sought information to calculate 
a non-binding estimate (which may include a range, ceiling, 
or minimum) of the applicant’s Federal financial aid available 
under this title and shall place such calculator on a prominent 
location on the FAFSA website and in a manner that encour-
ages students to fill out the FAFSA. 
‘‘(c) EARLY AWARENESS PLANS.—The Secretary shall establish 
and implement early awareness and outreach plans to provide 
early information about the availability of Federal financial aid 
and estimates of prospective students’ eligibility for Federal finan-
cial aid as well as to promote the attainment of postsecondary 
education specifically among prospective first-generation students 
and families as well as low-income individuals and families, as 
follows: 
‘‘(1) OUTREACH PLANS FOR LOW-INCOME FAMILIES.— 
‘‘(A) IN GENERAL.—The Secretary shall develop plans 
for each population described in this subparagraph to 
disseminate information about the availability of Federal 
financial aid under this title, in addition to and in coordina-
tion with the distribution of the method of estimating eligi-
bility under subsection (b), to—
H. R. 133—2007 
‘‘(i) all middle schools and secondary schools 
eligible for funds under part A of title I of the 
Elementary and Secondary Education Act of 1965; 
‘‘(ii) local educational agencies and middle schools 
and high schools that serve students not less than 
25 percent of whom meet a measure of poverty as 
described in section 1113(a)(5) of the Elementary and 
Secondary Education Act; 
‘‘(iii) households receiving assistance under the 
supplemental nutrition assistance program established 
under the Food and Nutrition Act of 2008 (7 U.S.C. 
2011 et seq.); and 
‘‘(iv) agencies responsible for administering means- 
tested Federal benefit programs, as defined in section 
479(b)(4)(H). 
‘‘(B) CONTENT OF PLANS.—The plans described in para-
graph (A) shall— 
‘‘(i) provide students and their families with 
information on— 
‘‘(I) the availability of the College Scorecard 
or any similar successor website; 
‘‘(II) the electronic estimates of financial aid 
available under subsection (b); 
‘‘(III) Federal financial aid available to stu-
dents, including eligibility criteria for the Federal 
financial aid and an explanation of the Federal 
financial aid programs (including applicable Fed-
eral educational tax credits); and 
‘‘(IV) resources that can inform students of 
financial aid that may be available from state- 
based financial aid, state-based college savings pro-
grams, and scholarships and other non-govern-
mental sources; 
‘‘(ii) describe how the dissemination of information 
will be conducted by the Secretary. 
‘‘(C) REPORTING
AND
UPDATES.—The Secretary shall 
post the information about the plans under subparagraph 
(A) and associated goals publicly on the Department’s 
website. On an annual basis, the Secretary shall report 
qualitative and quantitative outcomes regarding the 
implementation of the plans under subparagraph (A). The 
Secretary shall review and update such plans not less 
often than every 4 award years with the goal of progres-
sively increasing the impact of the activities under this 
paragraph. 
‘‘(D) PARTNERSHIP.—The Secretary may partner with 
States, State systems of higher education, institutions of 
higher education, or college access organizations to carry 
out this paragraph. 
‘‘(2) INTERAGENCY COORDINATION PLANS.— 
‘‘(A) IN GENERAL.—The Secretary shall develop inter-
agency coordination plans in order to inform more students 
and families, including low-income individuals or families 
and recipients of means-tested Federal benefits, about the 
availability of Federal financial aid under this title through 
participation in existing Federal programs or tax benefits
H. R. 133—2008 
that serve low-income individuals or families, in coordina-
tion with the following Secretaries: 
‘‘(i) The Secretary of the Treasury. 
‘‘(ii) The Secretary of Labor. 
‘‘(iii) The Secretary of Health and Human Services. 
‘‘(iv) The Secretary of Agriculture. 
‘‘(v) The Secretary of Housing and Urban Develop-
ment. 
‘‘(vi) The Secretary of Commerce. 
‘‘(vii) The Secretary of Veterans Affairs. 
‘‘(viii) The Secretary of the Interior. 
‘‘(B) PROCESS, ACTIVITIES, AND
GOALS.—Each inter-
agency coordination plan under subparagraph (A) shall— 
‘‘(i) identify opportunities in which low-income 
individuals and families could be informed of the avail-
ability of Federal financial aid under this title through 
access to other Federal programs that serve low-income 
individuals and families; 
‘‘(ii) identify methods to effectively inform low- 
income individuals and families of the availability of 
Federal financial aid for postsecondary education under 
this title and assist such individuals in completing 
the Free Application for Federal Student Aid; 
‘‘(iii) develop early awareness and FAFSA comple-
tion activities that align with the opportunities and 
methods identified under clauses (i) and (ii); 
‘‘(iv) establish goals regarding the effects of the 
activities to be implemented under clause (iii); and 
‘‘(v) provide information on how students and fami-
lies can maintain access to Federal programs that serve 
low-income individuals and families operated by the 
agencies 
identified 
under 
subsection 
(A) 
while 
attending an institution of higher education. 
‘‘(C) PLAN WITH SECRETARY OF THE TREASURY.—The 
interagency coordination plan under subparagraph (A)(i) 
between the Secretary and the Secretary of the Treasury 
shall further include specific methods to increase the 
application for Federal financial aid under this title from 
individuals who file Federal tax returns, including 
collaboration with tax preparation entities or other third 
parties, as appropriate. 
‘‘(D) REPORTING
AND
UPDATES.—The Secretary shall 
post the information about the interagency coordination 
plans under this paragraph and associated goals publicly 
on the Department’s website. The plans shall have the 
goal of progressively increasing the impact of the activities 
under this paragraph by increasing the number of low- 
income applicants for, and recipients of, Federal financial 
aid. The plans shall be updated not less than once every 
4 years. 
‘‘(3) NATIONWIDE
PARTICIPATION
IN
EARLY
AWARENESS 
PLANS.— 
‘‘(A) IN GENERAL.—The Secretary shall solicit voluntary 
public commitments from entities, such as States, State 
systems of higher education, institutions of higher edu-
cation, and other interested organizations, to carry out 
early awareness plans, which shall include goals, to—