2019-2020 FAFSA Training Presentation - Los Angeles ...
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2019-2020 FAFSA
Training Presentation
1`
Types
of
Financial
Aid Sources
of
Financial
Aid
Gi5
Aid
• Federal
Government
• Grants/Scholarships
• Financial
Aid
• Tui2on
Waivers
• Educa2on
Tax
Benefits
• Educa2on
Tax
Benefits • State
Government
Self-‐Help
Aid
• Colleges
and
Universi2es
• Student
Employment
(Work-‐Study)
• Private
Founda2ons
• Student
and
Parent
Loans
• Philanthropists
• Tui2on
Installment
Plans • Corpora2ons
• Educa2on
Lenders
Other
Aid
• Employers
• Military
Student
Aid
• College
Savings
Plans
• Employer-‐Paid
Tui2on
Assistance
• Loan
Forgiveness
and
Loan
Repayment
Assistance
Programs
2How Students Apply for Need-Based Aid
File
the
Free
Applica;on
for
Federal
Student
Aid
(FAFSA)
Get
FSA
IDs
at
fsaid.ed.gov
to
sign
the
FAFSA
electronically
File
the
FAFSA
online
at
fafsa.ed.gov
The
FAFSA
is
based
on
the
income
and
assets
of
the
student
and
parents,
as
well
as
household
size
and
number
of
children
in
college
File
the
FAFSA
by
March
2,
2019
to
qualify
for
the
Cal
Grant
3Key Financial Aid Terminology
The
Cost
of
AOendance
(COA)
is
the
“s;cker
price”
including
tui;on
&
fees,
room
&
board,
books
&
supplies,
transporta;on
and
misc/personal
expenses
The
Expected
Family
Contribu;on
(EFC)
is
a
measure
of
the
family’s
financial
strength,
based
on
the
FAFSA
Formula:
COA
–
EFC
=
Demonstrated
Financial
Need
Financial
aid
is
based
on
demonstrated
financial
need
–
the
FAFSA
confirma;on
page
will
show
the
es;mated
Federal
Pell
Grant
and
student
loan
eligibility
Formula:
COA
–
Gi5
Aid
=
Net
Price
4What’s New in the 2019-20 FAFSA?
The
2019-‐20
FAFSA
is
based
on
2017
federal
income
tax
returns,
using
income
&
tax
informa;on
from
the
prior-‐prior
year
Access
to
the
IRS
Data
Retrieval
Tool
(IRS
DRT)
will
be
available
for
the
2019-‐20
FAFSA
star;ng
October
1
Data
elements
transferred
from
the
IRS
to
the
FAFSA
will
not
be
visible,
for
privacy
and
security
reasons
There
will
be
new
ques;ons
concerning
IRA
rollovers
Taxpayers
who
file
as
married
filing
jointly
will
need
to
manually
enter
income
earned
from
work
even
if
they
use
the
IRS
Data
Retrieval
Tool
A
version
of
the
FAFSA
for
smartphones
will
be
available
for
the
first
;me
The
income
threshold
for
automa;c-‐zero
Es;mated
Family
Contribu;on
(EFC)
remains
unchanged
at
$25,000
5File the FAFSA ASAP
FAFSA
start
date
is
now
on
October
1
Students
who
file
the
FAFSA
in
the
first
three
months
tend
to
get
more
than
double
the
grants,
on
average,
of
students
who
file
the
FAFSA
later
Some
colleges
have
very
early
deadlines
About
a
dozen
states,
including
California,
have
October-‐
March
deadlines
(California
is
March
2)
Each
college
has
a
fixed
alloca;on
of
Federal
Supplemental
Educa;onal
Opportunity
Grant
and
Federal
Work-‐Study
funding
Do
not
wait
un;l
the
student
is
admiOed
by
a
college
to
file
the
FAFSA
6Common FSA ID Problems
Many
problems
caused
by
parents
crea;ng
a
FSA
ID
for
the
student
or
vice
versa
An
email
address
can
be
used
with
just
one
FSA
ID
Don’t
swap
the
student/parent
name,
date
of
birth
or
Social
Security
Number
Student
Social
Security
Number
already
in
use
error
o5en
caused
by
parent
crea;ng
a
FSA
ID
for
the
student
without
telling
the
student
Don’t
swap
the
student
and
parent
FSA
IDs
when
using
them
FAFSA
must
be
started
with
the
student
FSA
ID,
not
the
parent
FSA
ID
Parent
who
signs
the
form
with
his/her
FSA
ID
should
be
Parent
1
Write
down
the
username,
password
and
answers
to
challenge
ques;ons
Don’t
confuse
the
“save
key”
and
the
FSA
ID
Three
unsuccessful
login
aOempts
will
lock
the
FSA
ID
If
problems,
call
1-‐800-‐557-‐7394
(TTY
1-‐800-‐730-‐8913).
7The FOTW
A Seven-Section Online Form
Sec;on
1
–
Student
Demographics
Sec;on
2
–
School
Selec;on
Sec;on
3
–
Dependency
Status
Sec;on
4
–
Parent
Demographics
Sec;on
5
–
Financial
Informa;on
Sec;on
6
–
Sign
and
Submit
Sec;on
7
–
Confirma;on
8Section 1 STUDENT DEMOGRAPHICS
Social Security Administration Database Match:
Name, Social Security Number and Date of Birth
The
name,
Social
Security
Number
and
date
of
birth
must
match
Social
Security
Administra;on
(SSA)
records
The
name
must
be
the
legal
name,
not
a
nickname
Use
first
name,
not
a
middle
name
Some;mes
people
fail
to
update
SSA
with
their
new
name
a5er
a
change
in
marital
status
FAFSA
on
the
Web
asks
for
last
name
first,
first
name
last,
so
avoid
swapping
first
and
last
names
Double-‐check
date
of
birth,
especially
for
swapping
of
month
and
day
or
an
error
in
the
year
of
birth
10Social Security Numbers
Compare
Social
Security
Number
(SSN)
with
the
number
on
the
Social
Security
card
to
avoid
digit
transposi;ons
and
other
typos
Some;mes
parents
swap
the
student’s
SSN
with
the
parent’s
SSN
or
a
sibling’s
SSN
If
a
student’s
parents
are
undocumented,
they
should
use
000-‐00-‐0000
instead
of
a
SSN
or
Tax
ID
Number
(TIN)
Students
who
have
work-‐only
SSNs
because
of
the
federal
Deferred
Ac;on
for
Childhood
Arrivals
(DACA)
policy
are
not
eligible
for
federal
student
aid
California
DACA
students
who
are
AB540
eligible
should
apply
for
state
aid
using
the
CA
Dream
Act
Applica;on
at
dream.csac.ca.gov
If
the
FAFSA
was
filed
with
the
wrong
Social
Security
Number,
file
a
new
FAFSA
with
the
correct
Social
Security
Number
11Student Gender
Students
should
answer
the
ques;on
about
their
gender
(male,
female)
based
on
their
gender
at
birth,
even
if
it
has
subsequently
changed
Gender
at
birth
is
listed
on
the
student’s
birth
cer;ficate
Gender
at
birth
is
used
to
trigger
the
Selec;ve
Service
requirements
If
a
student
was
born
male,
the
student
must
register
with
Selec;ve
Service
between
ages
18
and
25
(inclusive)
to
be
eligible
for
federal
and/or
state
student
financial
aid
12Email and Postal Addresses
The
email
and
postal
mail
addresses
and
telephone
numbers
provided
on
the
FAFSA
must
remain
good
at
least
through
the
end
of
the
admission
and
financial
aid
applica;on
period
Do
not
use
the
student’s
school
address
as
the
permanent
mailing
address
Use
00000
as
the
zip
code
for
foreign
addresses
These
addresses
are
used
by
schools,
state
agencies
and
the
U.S.
Department
of
Educa;on
to
contact
the
applicant
and
to
confirm
FAFSA
data
13State Residency
In
all
states,
a
student
who
is
a
U.S.
ci;zen
or
permanent
resident
is
considered
to
be
a
resident
of
a
state
if
he
or
she
has
lived
in
the
state
for
at
least
five
years
Many
states
base
determina;ons
of
state
residency
on
a
shorter
period
of
;me,
typically
one
year
prior
to
enrollment
Some
states
have
excep;ons
for
children
of
ac;ve
duty
members
of
the
U.S.
Armed
Forces
If
the
student
has
resided
in
the
state
for
less
than
five
years,
the
student
will
be
asked
to
provide
the
date
he
or
she
became
a
resident
of
the
state
If
the
student
is
a
dependent
student,
the
student’s
state
of
legal
residence
is
based
on
the
state
in
which
the
custodial
parents
live
14Legal Parents
Legal
parents
include
biological
or
adop;ve
parents
Including
same-‐sex
parents
Including
unmarried
parents
living
together
Legal
parents
also
include
a
parent
who
is
listed
as
a
parent
on
the
student’s
birth
cer;ficate
A
stepparent
is
considered
to
be
a
parent
only
if
he
or
she
is
married
to
the
student’s
custodial
parent
as
of
the
date
the
FAFSA
is
filed
or
has
adopted
the
student
Legal
parents
do
not
include
guardians
or
foster
parents
Students
in
a
court-‐ordered
legal
guardianship
or
foster
care
are
considered
to
be
independent
students
Legal
parents
do
not
include
grandparents,
aunts,
uncles,
siblings
or
cousins
unless
they
have
legally
adopted
the
student
15Marital Status on the FAFSA (1/2)
Marital
status
must
be
reported
as
of
the
date
the
FAFSA
is
filed
Do
not
confuse
the
ques;on
about
the
student’s
marital
status
with
the
one
about
the
parent’s
marital
status
If
the
marital
status
is
married
or
remarried,
informa;on
about
the
spouse’s
income
and
assets
will
be
required
even
if
the
marriage
occurred
a5er
the
end
of
the
base
(tax)
year
and
even
if
there
is
a
prenup;al
agreement
Legal
parents
who
are
unmarried
but
living
together
are
treated
as
though
they
are
married
A
separa;on
can
include
an
informal
separa;on,
not
just
a
legal
separa;on
16Marital Status on the FAFSA (2/2)
A
couple
in
a
same-‐sex
marriage
is
considered
to
be
married
on
the
FAFSA
if
they
were
legally
married
in
a
state
(such
as
California)
or
country
that
permits
same-‐
sex
marriage,
regardless
of
where
they
now
live
Civil
unions
and
domes;c
partnerships
are
not
legally
married
on
the
FAFSA
An
individual
who
is
married
to
a
foreign
na;onal
is
treated
as
married
on
the
FAFSA,
even
if
the
spouse
is
not
a
U.S.
ci;zen
or
undocumented
17Custodial Parent (Divorce/Separation)
If
the
student’s
parents
are
divorced
or
separated,
only
one
parent
must
complete
the
FAFSA.
This
parent
is
called
the
custodial
parent.
The
custodial
parent
is
the
parent
with
whom
the
student
lived
the
most
during
the
12
months
ending
on
the
date
the
FAFSA
is
submiOed
If
the
student
lived
equally
with
both
parents,
the
custodial
parent
is
the
parent
who
provided
more
financial
support
to
the
student
Parent
marital
status
refers
to
the
custodial
parent’s
current
marital
status
If
the
custodial
parent
has
remarried,
the
marital
status
is
“Married”
and
not
“Divorced
or
Separated”
If
the
custodial
parent
has
remarried,
the
stepparent’s
income
and
assets
must
be
reported
on
the
FAFSA,
even
if
the
custodial
parent
got
married
a5er
the
end
of
the
tax
year
and
even
if
there
is
a
prenup;al
agreement
If
the
custodial
parent
has
died,
the
stepparent
is
no
longer
considered
the
student’s
parent,
even
if
the
student
is
s;ll
living
with
the
stepparent
18Parent Marital Status on the FAFSA
FAFSA
Marital
Status
If
FAFSA
Marital
Status
If
the
Parents
Live
the
Parents
Do
Not
Live
Parent
Marital
Status
Together
Together
Divorced
Unmarried
and
both
Divorced
or
separated
parents
live
together
Legal
Separa;on
Unmarried
and
both
Divorced
or
separated
parents
live
together
Informal
Separa;on
Married
or
remarried
Divorced
or
separated
Never
Married
(Single)
Unmarried
and
both
Never
married
parents
live
together
Married
or
Remarried
Married
or
remarried
Married
or
remarried
19Changes in Marital Status
Report
marital
status
as
of
the
date
the
FAFSA
is
submiOed
Do
not
an;cipate
a
future
change
in
marital
status
A
couple
who
are
engaged
to
be
married
are
not
considered
to
be
married
Do
not
report
marital
status
as
of
the
end
of
the
base
year
if
it
has
changed
since
then
The
FAFSA
cannot
be
updated
to
reflect
a
mid-‐year
change
in
the
student’s
marital
status
except
in
rare
circumstances
A
college
financial
aid
administrator
may
require
the
student
to
update
his
or
her
marital
status
“to
address
an
inequity
or
to
more
accurately
reflect
the
applicant’s
ability
to
pay”
Examples
include
changes
in
marital
status
due
to
death
of
a
spouse,
divorce
or
separa;on
due
to
domes;c
violence
or
an
incarcerated
or
incapacitated
spouse
20Reporting of Alimony on the FAFSA
The
Tax
Cuts
and
Jobs
Act
of
2017
changed
the
repor;ng
of
alimony
paid
and
received
effec;ve
star;ng
in
2019
Alimony
paid
is
no
longer
deducted
from
the
payer’s
adjusted
gross
income
(AGI)
Alimony
received
is
no
longer
included
in
the
recipient’s
AGI
The
impact
on
the
FAFSA
is
unclear
The
FAFSA
may
have
to
add
ques;ons
for
alimony
paid
and
alimony
received
21Common-Law Marriage
A
couple
in
a
common-‐law
marriage
Common-‐Law
Marriage
States
is
considered
to
be
married
on
the
Alabama
(if
created
before
1/1/2017)
FAFSA,
even
if
the
couple
moves
to
Colorado
a
state
that
does
not
recognize
District
of
Columbia
Georgia
(if
created
before
1/1/1997)
common-‐law
marriages
Idaho
(if
created
before
1/1/1996)
To
be
married
under
a
common-‐law
Iowa
marriage,
the
couple
must
Kansas
(both
age
18
or
older)
intend
to
be
married
Montana
Ohio
(if
created
before
10/10/1991)
live
together
for
a
significant
amount
Oklahoma
(if
created
before
11/1/1998)
of
;me
Pennsylvania
(if
created
before
1/1/2005)
hold
themselves
out
to
be
married
Rhode
Island
have
a
reputa;on
in
the
community
South
Carolina
as
married
Texas
(“informal
marriage”)
Utah
(only
if
validated
by
court/
The
couple
must
also
have
the
legal
administra;ve
order)
and
mental
capacity
to
be
married
22Citizenship Status
A
student
who
is
a
U.S.
ci;zen
or
permanent
resident
is
eligible
for
federal
and
state
student
aid
even
if
the
student’s
parents
are
undocumented
Eligible
non-‐ci;zens
include
students
who:
have
a
status
as
a
refuge,
asylum
granted,
parolee,
T
visa
holder,
Cuban-‐
Hai;an
Entrant,
vic;m
of
human
trafficking
or
BaOered
Immigrants-‐
Qualified
Aliens
and
their
children
are
residents
of
the
Republic
of
Palau
(PW),
the
Republic
of
the
Marshall
Islands
(MH),
or
the
Federated
States
of
Micronesia
(FM)
are
Canadian-‐born
Na;ve
Americans
under
the
terms
of
the
Jay
Treaty
Students
who
are
eligible
non-‐ci;zens
should
provide
their
8
or
9-‐
digit
Alien
Registra;on
Number
(ARN),
prefixing
an
8-‐digit
ARN
with
a
zero
The
student’s
status
as
a
U.S.
ci;zen
will
be
confirmed
by
a
database
match
with
SSA.
Status
as
eligible
non-‐ci;zen
will
be
confirmed
by
a
database
match
with
DHS.
23Grade Level and Degree Objective
Students
who
will
be
enrolled
in
dual
enrollment
programs
are
not
eligible
for
federal
student
aid
except
at
a
limited
number
of
experimental
sites
Some
forms
of
financial
aid
are
available
only
to
students
who
have
not
yet
received
a
Bachelor’s
degree.
These
include
the
Federal
Pell
Grant
Federal
Supplemental
Educa;onal
Opportunity
Grant
(FSEOG)
Teacher
Educa;on
Assistance
for
College
and
Higher
Educa;on
(TEACH)
Grant
High
school
seniors
should
indicate
a
grade
level
of
“Never
aOended
college/1st
year”
even
if
they
have
taken
college
classes
while
enrolled
in
high
school
In
response
to
the
ques;on
about
Degree
or
Cer;ficate
Objec;ve,
the
student
should
choose
his
or
her
most
immediate
degree
objec;ve,
even
if
he
or
she
intends
to
seek
a
more
advanced
degree
later
In
response
to
the
ques;on
about
a
first
Bachelor’s
degree,
students
who
have
not
yet
received
a
Bachelor’s
degree
should
answer
“no”
24Interest in Work-Study
The
purpose
of
this
ques;on
is
to
help
colleges
with
their
financial
aid
planning
Answering
“yes”
does
not
guarantee
that
the
student
will
get
a
work-‐study
job
Even
if
the
student
is
offered
a
work-‐study
job,
he
or
she
can
turn
it
down
later
Answering
“no”
will
not
cause
the
student
to
receive
more
grants
and
scholarships
25Parent’s Educational Level
The
purpose
of
this
ques;on
is
to
iden;fy
students
who
are
first
in
their
family
to
go
to
college
The
answer
should
be
based
on
the
student’s
biological
or
adop;ve
parents,
not
legal
guardians,
stepparents
or
foster
parents
Since
each
state
or
college
may
have
a
different
defini;on
of
a
first-‐genera;on
college
student,
this
screening
ques;on
uses
the
most
general
defini;on
Select
“College
or
beyond”
only
if
the
parent
has
received
a
Bachelor’s
degree
or
a
more
advanced
degree,
not
an
Associate’s
degree
or
cer;ficate
26Drug Conviction
Students
who
have
been
convicted
of
the
sale
or
possession
of
illegal
drugs
while
receiving
federal
student
aid
may
have
their
eligibility
for
federal
student
financial
aid
suspended
for
a
period
of
;me
Students
who
have
never
aOended
college
since
high
school
will
not
be
asked
the
drug
convic;on
ques;on
Answer
“no”
if
the
convic;ons
have
been
reversed
or
set
aside
did
not
occur
while
the
student
was
enrolled
in
college
and
receiving
federal
student
aid
occurred
while
the
student
was
a
minor,
if
the
student
was
not
tried
as
an
adult
27Case Study
The
student’s
parents
are
divorced,
so
only
one
parent
completes
the
FAFSA
The
mother
claims
the
student
as
an
exemp;on
on
her
federal
income
tax
return
in
odd
years
and
the
father
claims
the
student
in
even
years
The
student
lived
with
the
mother
183
days
and
the
father
182
days
in
the
last
12
months,
so
the
mother
completes
the
FAFSA
The
mother
remarries,
so
the
stepparent’s
informa;on
must
be
reported
on
the
FAFSA
The
mother
dies,
so
the
father
must
now
complete
the
FAFSA,
even
though
the
student
s;ll
lives
with
the
stepparent,
because
the
stepparent
did
not
adopt
the
student
28Section 2 SCHOOL SELECTION
Order of Colleges on the FAFSA
The
U.S.
Department
of
Educa;on
no
longer
shares
the
list
of
colleges
on
the
FAFSA
with
the
colleges
The
list
of
colleges
is
s;ll
shared
with
state
grant
agencies,
such
as
the
California
Student
Aid
Commission,
so
list
an
in-‐
state
public
college
first
to
be
considered
for
state
grants
Then
list
the
colleges
with
the
earliest
financial
aid
deadlines
Up
to
10
colleges
can
be
listed
on
the
FAFSA
at
a
;me
To
list
more
than
10
colleges,
wait
un;l
the
Student
Aid
Report
(SAR)
arrives,
then
login
to
FAFSA
on
the
Web
with
the
student
or
parent’s
FSA
ID
to
delete
the
colleges
and
add
new
colleges
When
looking
for
a
college’s
Federal
School
Code,
be
careful
about
colleges
with
the
same
name
in
different
states
30Section 3 STUDENT DEPENDENCY STATUS
Dependency Status
Dependent
students
are
required
to
Criteria
for
Independent
Student
Status
report
parent
informa;on
on
the
Age
24
as
of
December
31
of
the
award
year
FAFSA
Married
Graduate
student
Students
who
answer
“yes”
to
any
of
Has
children
who
receive
more
than
half
their
the
13
dependency
status
ques;ons
support
from
the
student
are
considered
to
be
independent,
Has
other
dependents
who
live
with
the
otherwise
they
are
dependent
student
and
receive
more
than
half
support
from
the
student
A
student
is
considered
to
be
Ac;ve
duty
member
of
the
U.S.
Armed
Forces
dependent
even
if
for
purposes
other
than
training
The
student
is
financially
self-‐sufficient
Veteran
The
student
does
not
live
with
his
or
A5er
reaching
age
13
was
an
orphan,
in
her
parents
foster
care
or
a
ward
of
the
court
The
student
is
not
claimed
as
an
Court-‐ordered
emancipated
minor
prior
to
exemp;on
on
the
parent’s
federal
reaching
the
age
of
majority
income
tax
returns
Court-‐ordered
legal
guardianship
The
parents
refuse
to
complete
the
Unaccompanied
youth
who
is
homeless
or
FAFSA,
par;cipate
in
verifica;on,
pay
self-‐suppor;ng
and
at
risk
of
homelessness
for
college
or
live
in
a
foreign
country
College
FAAs
can
grant
a
dependency
override
in
unusual
circumstances
32Dependency Override
If
the
student’s
parents
refuse
to
complete
the
FAFSA
and
provide
financial
support
to
the
student,
the
most
the
student
can
receive
is
unsubsidized
Federal
Stafford
loans,
unless
the
financial
aid
administrator
performs
a
dependency
override
Dependency
overrides
are
rare,
o5en
involving
an
involuntary
dissolu;on
of
the
family
Examples
include
incarcera;on
or
ins;tu;onaliza;on
of
both
parents,
an
abusive
home
environment,
abandonment,
parent
whereabouts
unknown,
death
of
the
custodial
parent
The
student
will
need
to
provide
independent
third
party
documenta;on,
such
as
reports
from
police
and
the
courts,
leOers
from
clergy,
school
counselors,
social
workers
and
others
who
are
familiar
with
the
student’s
situa;on
33Case Study
A
student’s
parents
disown
the
student
because
of
the
student’s
boyfriend/girlfriend
and
cut
off
all
;es
to
the
student
Common
reasons
include
the
race,
religion
or
sexual
orienta;on
of
the
boyfriend/girlfriend
Some
college
financial
aid
administrators
will
perform
a
dependency
override,
if
the
student
documents
a
hos;le
home
environment;
some
will
not
Otherwise,
the
most
aid
the
student
can
get
is
unsubsidized
Federal
Stafford
loans
If
the
student
marries
his/her
boyfriend/girlfriend,
the
student
will
become
independent
because
of
the
marriage
If
the
student’s
spouse
dies,
the
student
reverts
to
dependent
student
status
34Section 4 PARENT DEMOGRAPHICS
Household Size
Household
size
is
not
necessarily
the
same
as
the
number
of
exemp;ons
claimed
on
federal
income
tax
returns
The
student
should
always
be
included
in
household
size,
even
if
the
student
does
not
or
will
not
live
with
his
or
her
parents,
along
with
The
student’s
spouse
(if
the
student
is
married)
and
the
student’s
children
(including
stepchildren)
and
other
dependents
If
the
student
is
dependent,
the
student’s
parents
(including
a
stepparent),
the
parents’
other
children
and
the
parents’
other
dependents
Do
not
count
a
parent
who
is
not
living
in
the
household
due
to
death,
separa;on
or
divorce
To
be
counted
in
household
size
Children,
stepchildren
and
other
dependents
must
receive
more
than
half
support
from
the
student/
parents,
as
applicable,
and
con;nue
to
receive
more
than
half
support
un;l
the
end
of
the
award
year
Children
and
stepchildren
do
not
need
to
live
with
the
student/parents,
but
other
dependents
must
live
with
the
student/parents,
as
applicable
Child
support
paid
is
reported
on
the
FAFSA
if,
and
only
if,
the
child
is
not
reported
in
household
size
(i.e.,
the
parent
provides
less
than
half
support)
36Number in College
Increasing
the
number
in
college
can
have
a
big
impact
on
eligibility
for
need-‐based
financial
aid
The
student
is
always
counted
in
the
number
in
college,
even
if
the
student
will
be
enrolled
less
than
half-‐;me
Parents
are
not
counted
in
the
number
in
college
Other
family
members
who
are
included
in
household
size
may
be
counted
in
the
number
in
college
if
they
are
enrolled
at
least
half-‐;me
in
a
program
that
leads
to
a
college
degree
or
cer;ficate
37IRS Data Retrieval Tool
The
IRS
Data
Retrieval
Tool
Who
can’t
use
the
IRS
DRT?
will
transfer
income
and
tax
Address
on
FAFSA
(FSA
ID)
does
not
match
informa;on
from
federal
address
on
federal
income
tax
return
income
tax
returns
into
the
Tax
return
filed
too
recently
(<
3
weeks
electronic,
<
11
weeks
paper)
FAFSA
Change
in
marital
status
since
the
end
of
the
Not
only
does
this
simplify
the
tax
year
FAFSA,
but
it
also
reduces
the
Taxpayers
who
file
as
Head
of
Household
or
Married
Filing
Separately
likelihood
that
the
FAFSA
will
Parents
who
file
the
FAFSA
as
“Unmarried
be
selected
for
verifica;on,
and
both
legal
parents
living
together”
saving
;me
and
hassle
Taxpayers
who
file
a
Puerto
Rican
or
foreign
Most
families
will
have
filed
income
tax
return
instead
of
or
in
addi;on
to
a
federal
income
tax
return
federal
income
tax
returns
Parents
who
do
not
have
a
Social
Security
before
the
October
1
start
Number
date
for
the
FAFSA
Vic;ms
of
iden;ty
the5
un;l
the
problem
is
resolved
38Recent Changes to IRS Data Retrieval Tool
The
IRS
Data
Retrieval
Tool
has
new
security
enhancements
that
encrypt
the
data
transferred
from
the
IRS
to
the
FAFSA
The
transferred
data
will
not
be
visible
and
instead
will
be
marked
as
“Transferred
from
the
IRS”
Students
and
parents
will
no
longer
be
able
to
make
correc;ons
directly,
but
instead
will
need
to
ask
the
college
financial
aid
office
to
make
correc;ons
If
there
is
an
IRA
rollover
or
return
of
contribu;ons,
the
FAFSA
will
ask
whether
it
is
a
rollover
or
not
Taxpayers
who
file
as
married
filing
jointly
may
need
to
provide
informa;on
about
income
earned
from
work,
such
as
W-‐2
and
1099
forms
Taxpayers
who
filed
amended
federal
income
tax
returns
may
now
use
the
IRS
Data
Retrieval
Tool,
but
may
have
to
provide
a
copy
of
the
amended
tax
return
to
the
college
financial
aid
office
39IRS Tax Transcripts
Applicants
who
do
not
use
the
IRS
Data
Retrieval
Tool
or
who
change
a
transferred
figure
will
have
to
get
an
IRS
Tax
Return
Transcript
if
selected
for
verifica;on
(not
an
IRS
Tax
Account
Transcript)
Due
to
security
concerns,
taxpayers
who
get
an
online
transcript
will
need
to
prove
their
iden;ty,
which
can
be
challenging
for
some
taxpayers
Cell
phone
number
registered
to
the
taxpayer
AND
a
credit
card,
auto
loan
or
mortgage
in
taxpayer’s
name
If
a
married
taxpayer
files
a
joint
return,
only
the
taxpayer
listed
first
can
get
a
tax
return
transcript
using
the
IRS
web
site
If
a
mailed
transcript
is
ordered
online,
it
is
mailed
only
to
the
address
on
the
tax
return
If
the
taxpayer
has
moved,
file
a
paper
IRS
Form
4506-‐T,
Request
for
Transcript
of
Tax
Return,
to
send
it
to
a
different
address
40Type of Tax Return
This
ques;on
should
be
answered
based
on
the
type
of
tax
return
the
taxpayer
was
eligible
to
file,
not
the
type
of
return
actually
filed
Many
tax
preparers
file
an
IRS
Form
1040
even
if
their
client
is
eligible
to
file
a
1040A
or
1040EZ
Taxpayer
is
eligible
to
file
a
1040A
or
1040EZ
if
Taxable
income
is
less
than
$100,000
Does
not
itemize
deduc;ons
No
self-‐employment
income
from
a
business
or
farm
Does
not
receive
or
pay
alimony
Not
required
to
file
Schedule
D
for
capital
gains
If
taxpayer
filed
a
1040
just
to
claim
the
American
Opportunity
Tax
Credit
or
Life;me
Learning
Tax
Credit
and
was
otherwise
eligible
to
file
a
1040A
or
1040EZ,
answer
“yes”
41Simplified Needs Test and Auto-Zero EFC
If
the
parents
(if
the
student
is
dependent)
or
student
and
spouse
(if
the
student
is
independent)
sa;sfy
income
criteria
and
were
eligible
to
file
a
1040A
or
1040EZ
or
not
required
to
file
a
tax
return,
the
applicant
may
qualify
for
the
simplified
needs
test
or
auto-‐zero
EFC
Simplified
needs
ignores
all
assets
if
income
<
$50,000
Auto-‐zero
EFC
sets
EFC
to
0
if
income
≤
$25,000
Independent
students
without
dependents
other
than
a
spouse
are
not
eligible
for
auto-‐zero
EFC
Alterna;ves
to
tax
return
requirement
Dislocated
worker
status
or
displaced
homemaker
or
Anyone
in
household
size
received
certain
means-‐tested
federal
benefits
in
the
last
2
calendar
years
prior
to
award
year
(Medicaid,
SSI,
SNAP,
TANF,
WIC,
Free
and
Reduced
Price
School
Lunch)
42Assets
Report
the
net
worth
of
the
asset,
which
is
the
current
market
value
(as
of
the
date
the
FAFSA
is
filed)
minus
any
debt
that
is
secured
by
the
asset
Small
businesses
are
not
reported
on
the
FAFSA
Must
be
owned
and
controlled
by
the
family
(>
50%)
Less
than
100
full-‐;me
or
full-‐;me
equivalent
employees
Rental
proper;es
are
usually
reported
as
investments,
not
businesses
To
be
reported
as
a
business,
the
real
estate
must
be
owned
by
a
formally
recognized
business
and
provide
addi;onal
services
A
hotel
is
a
business,
while
a
;me
share
or
vaca;on
home
is
an
investment
Qualified
re;rement
plans
and
the
family’s
principle
place
of
residence
are
not
reported
as
investments
on
the
FAFSA
Cash
must
be
reported
as
an
asset,
even
if
the
family
intends
to
use
it
for
a
future
expense
43Reporting of 529 College Savings Plans
Assets
are
usually
reported
based
on
who
owns
the
asset,
as
opposed
to
the
beneficiary,
with
a
few
excep;ons
Custodial
529
plans
(owned
by
a
child)
and
529
plans
owned
by
the
custodial
parent
are
reported
as
parent
investments
on
the
FAFSA,
but
distribu;ons
are
ignored
Parent
assets
have
a
small
impact
on
aid
eligibility
All
other
529
plans
(e.g.,
owned
by
a
grandparent,
aunt,
uncle
or
non-‐custodial
parent)
are
not
reported
as
assets
on
the
FAFSA,
but
distribu;ons
are
treated
as
untaxed
income
to
the
student
on
a
subsequent
year’s
FAFSA
Untaxed
income
has
a
big
impact
on
aid
eligibility
44Section 5 STUDENT INFORMATION
Why Does the FAFSA Ask …?
The
FAFSA
asks
for
the
student’s
driver’s
license
to
help
prevent
iden;ty
the5
The
student’s
driving
record
does
not
affect
eligibility
for
financial
aid
Do
not
subs;tute
a
condi;onal
use
permit
or
state
iden;fica;on
card
number
The
ques;on
about
current
and
former
foster
youth
is
used
to
send
informa;on
to
them
about
addi;onal
financial
aid
resources
that
may
be
available
to
them
The
purpose
of
the
high
school
ques;on
is
to
help
high
schools
track
how
many
students
have
filed
a
FAFSA
The
purpose
of
the
parent
educa;on
level
ques;on
is
to
iden;fy
students
who
are
first
in
their
family
to
go
to
college
46Special Circumstances
Appeal
for
more
aid
if
the
Special
Circumstances
Private
K-‐12
tui;on
family
is
affected
by
special
Unreimbursed
medical
and
dental
expenses
circumstances
Unusually
high
dependent
care
costs
Change
in
student
or
parent
income
Provide
documenta;on
of
Number
of
parents
genuinely
enrolled
in
college
at
the
special
circumstances
least
half-‐;me
Homelessness
and
their
financial
impact
Income
from
an
involuntary
foreclosure
or
bankruptcy
liquida;on
Adjustments
are
more
likely
Disability-‐related
expenses
if
the
circumstances
were
End
of
child
support
or
Social
Security
benefits
Income
from
a
Roth
IRA
conversion
beyond
the
family’s
control
Hardship
distribu;ons
from
re;rement
plans
Families
can
appeal
for
more
Natural
disasters
(wildfires,
wind
storms,
floods,
mudslides,
tornados,
hurricanes)
aid
at
any
;me,
even
in
the
Vola;le
income
that
varies
from
one
year
to
the
next,
middle
of
the
academic
year
especially
if
self-‐employed
One-‐;me
events
that
are
not
reflec;ve
of
ability
to
pay
during
the
award
year
47Sources of Free Help with FAFSA
Federal
Student
Aid
Informa;on
Center
1-‐800-‐4-‐FED-‐AID
(1-‐800-‐433-‐3243)
or
1-‐334-‐523-‐2691
If
hearing
impaired,
call
TTY
1-‐800-‐730-‐8913
For
FSA
ID
problems,
can
also
call
1-‐800-‐557-‐7394
Email
FederalStudentAidCustomerService@ed.gov
fafsa.gov/help.htm
California
Cash
for
College
at
cash4college.csac.ca.gov
Na;onal
College
Access
Network
(NCAN)
at
formyourfuture.org
studentaid.ed.gov/sa/fafsa/filling-‐out
48Los
Angeles
Community
College
District
• Serves
LAUSD
&
charter
• Apply
to
LACCD
college
of
school
gradua2ng
seniors
choice
• Provides
free
full-‐;me
• Apply
for
FAFSA
enrollment
for
first
year
(Undocumented
students
can
• Addi2onal
supports
apply
via
California
Dream
Act
including
priority
or
Promise
Fee
Waiver)
enrollment,
summer
• Complete
college’s
transi2on
program,
orienta2on,
assessments
and
enrollment
in
required
math
educa2onal
planning
&
English
courses,
and
• Enroll
full-‐2me
for
Fall
&
access
to
success
ac2vi2es.
Spring
www.lacollegepromise.org
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