Filling Out the FAFSA - The most important step in filling out the FAFSA correctly is to slow down and read each question carefully - Coffeyville ...
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Filling Out the FAFSA
The most important step in filling out the FAFSA correctly is to slow
down and read each question carefully.
Table of Contents
Contact Info…………………………………………..…Slide 3 Parent Financial Info
Parent Marital Status……………….………………….Slide 33
Getting Started………………………………………..Slide 4
Household Size……………………………………………Slide 40
Creating FSA ID………………………………..………Slide 8
Number in College………………………………………Slide 41
Forgot Username/Password………………..…Slide 11 Parent’s Tax Return……………………………………..Slide 42
What year FAFSA to File…………………..….…Slide 13 Linking to IRS……………………….………………………Slide 45
What year in school……………………………….Slide 19 Unable to Link to IRS……………………………………Slide 53
Student Financial Info
Were You Ever in Foster Care…………………Slide 22
Student Financials……………………………………….Slide 59
College Selection……………………………………Slide 24
Student Tax Filing Status………..……………………Slide 60
Student Marital Status…………………………..Slide 27 Linking to IRS……………………………….………………Slide 61
Dependent or Independent……………………Slide 28 Unable to Link IRS…………………………..…………..Slide 69
Provide Signatures…………………………...…………Slide 78
Signature Issues………………………………….……….Slide 82
Submitted……………………………………………………Slide 83
If you need additional help filing your FAFSA: • Email: faquestions@coffeyville.edu • Call: (620) 252–7018 • Visit the Federal Student Aid YouTube channel for other helpful videos: https://www.youtube.com/user/FederalStudentAid
To begin, visit studentaid.gov or download the myStudentAid app
Move your mouse over the “Apply For Aid” tab
Click Complete the FAFSA Form.
If you have never filled out a FAFSA before and have never created a FSA ID or
password, select “Start Here” under the New To The FAFSA Process? Section.
* If you have already created a FSA ID and Password, skip to slide 9
Creating a FSA ID
• If you are the student filling out the
FAFSA, click, I am the student
• Next, click “Create one” to create a FSA
ID and Password. This will open a new
tab.
FSA ID Tips
• Never use the same username or email address
for the parent and dependent student.
• Make sure to save your ID and Password
somewhere safe, so that you can use it for the
future. You will need the ID and Password each
year to fill out the FAFSA, and any time you need
to update your FAFSA.
• The following video can help you create your
FSA ID and Password:
https://www.youtube.com/watch?v=K7ihhGk8m
CY
Creating a FSA ID • If you or your parent have already created a FSA ID, you will receive a message similar to the one on the right. • You can only create one FSA ID for your Social Security Number. • If you receive notification a FSA ID has already been created for your SSN, see slide 10
If you have already started the FAFSA, or completed one for previous years,
click “Log In” under the Returning User section.If you are the student filling out the FAFSA, click, I am the
student and enter your FSA ID Username and Password
and click Next, in the blue box
• If you forgot your FSA ID
Username, this video can
help:
https://www.youtube.co
m/watch?v=bZkF4ZoZwzc
• If you forgot your FSA ID
Password, this video can
help:
https://www.youtube.co
m/watch?v=ZvhBQH266loAfter reading the disclaimer, click ACCEPT, in
the blue box.If you are filing the FAFSA for classes beginning in January 2021 or June
2021, click Start 2020-2021 FAFSA, in the blue box.
If you are filing the FAFSA for classes beginning in August 2021, click
Start 2021-2022 FAFSA, in the blue box.
2020-2021 2021-2022Create a Save Key. We suggest using something you will easily remember, such as the last 4 digits of your phone number, your home zip code, etc. This will be used if you need to save the FAFSA and come back to it later.
Enter Personal Info • Enter your social security number, name and birthday. • Note that when the FAFSA is asking questions about you, the student, it says “Student Information” in the blue box on the top left of the screen. Click Next, in the blue box.
Enter your email address and phone number and
click Next, in the blue box
Email Address Tips:
• The email address you enter here
is the email address the Financial
Aid Office will use to communicate
with you.
• If you only have a high school
email address, it will be beneficial
for you to create a new one that
you will have access to once you
graduate high school.Enter your permanent mailing address and click
Next, in the blue box.
Mailing Address Tips:
• The address you enter here will be
the address the financial aid office
uses to mail you any
correspondences.
• If your address changes, please
inform the Financial Aid office as
soon as possible at
faquestions@coffeyville.eduAnswer the Residency questions and click Next, in
the blue box.
Residency Question Tips:
• If you are not sure if you are a U.S.
citizen or eligible noncitizen, click
on the question mark in the blue
circle to the right of the question.
Only U.S. citizens and eligible
noncitizens are eligible to receive
financial aid, including Pell Grants,
Student Loans and Work Study
positions.Answer the Student Education questions and
click Next, in the blue box.
CCC is a Two-Year Institution
• For college degree, be sure to only select one of these options:
• Associate degree (occupational or technical program)
• Associate degree (general education/transfer program)
• Certificate/diploma (occupational/technical/education program
of less than 2 yr.)
• Certificate/diploma (occupational/technical/education program
of at least 2 yr.)
• Other/undecided
• For what will your college grade level be when you begin the
school year, be sure to only select one of these options:
• Never attended college/1st yr.
• Attended college before/1st yr.
• 2nd yr./sophomore
• If you will have a bachelor’s degree before beginning at CCC, you will
not be eligible for Pell Grants.Answer if you are Male or Female, and click
Next, in the blue box.
Student Selective Service Tips:
• Most male citizens and male
immigrants must register with the
Selective Service System (the draft)
to receive federal student aid. This
requirement applies to any person
assigned the sex of male at birth.
• If the FAFSA gives you the option,
you can request they submit your
information to the SSS. Otherwise,
if you have not already registered,
you can do so online at
www.sss.govIf you have a Driver’s License, enter your information and click Next, in the blue box. If you do not have a Driver’s License, you may hit next.
Answer the Student Foster Care and Parent Education Completion questions and click Next • If you are unsure if you are a foster youth, click the question mark in the blue circle. • If you are unsure the highest school completed by your parent, you may select other/unknown.
Enter your high school info and click Search. If you do not find your school, click Next.
Enter the colleges you wish to send your
FAFSA to.
CCC’s Federal School Code is
001910.
• Select yes, then enter the code
and click Search.Click the box next to School Name and click
Next.Select your Housing Plans and Click Next
Enter your (student) marital status Marital Status Tips • It is asking about your marital status as of the moment you are completing the FAFSA. • I am single means that you have never been married. • You are not able to change your marital status, so be sure to enter the correct information. If you find that you have made a mistake, please contact the financial aid office. • If you are unsure which status to select, click the question mark in the blue circle.
Answer the Student’s Dependents Questions
and Click Next
Dependents Questions Tips
• As the student, do you have children
who will receive more than half of their
financial support from you between
7/1/2021 and 6/30/2022? If you are
unsure, click the question mark in the
blue circle.
• If you have a child, but someone other than
you provides more than half of their financial
support, DO NOT select yes.
• Dependents other than your children
and spouse could be parents,
grandparents, etc. For more info, click
the question mark in the blue circle.
*Note: The financial aid office may require you
to provide additional information if you answer
yes to any of the questions on this page.Answer the Additional Dependency Questions
and Click Next.
• If you are unsure if any of these questions
apply to you, click the question mark in
the blue box, or contact the financial aid
office.
• The 3rd question is asking if any of these happened after
you turned 13.
• Only check yes for the 5th question if you can provide a
copy of a court's decision that, as of today you are in legal
guardianship. Do not check the box and contact the
financial aid office if custody was awarded by the courts
and the court papers say custody (not guardianship).
*Note: The financial aid office may require you to
provide additional information if you answer yes to
any of the questions on this page.Answer the Homelessness Filter Question and
click Next.
Homeless means lacking fixed, regular, and
adequate housing.
• You might be homeless if you're living in
shelters, parks, motels, hotels, public spaces,
camping grounds, cars, abandoned buildings,
or you’re temporarily living with other people
because you have nowhere else to go. Also, if
you’re living in any of these situations and
fleeing an abusive parent, you might be
considered homeless even if your parent
would otherwise provide a place to live.
• Select “Yes” if any time after July 1, 2020, you
were homeless or were self-supporting and at
risk of being homeless.
• Select “No” if you’re not homeless or at risk
of being homeless.If you answered Yes to the previous question,
you will be asked additional questions.
• If you select None of the above, you
will be directed to contact the
financial aid office.
• If you complete the application
without providing parent information,
your FAFSA will be rejected and the
Department of Ed
• will not transfer any parent information
from your last year's application into this
year's FAFSA® form;
• will not calculate your Expected Family
Contribution (EFC), which colleges use to
determine your financial aid package;
• you may be limited in the types of federal
student aid that you are eligible to
receive; andDo you want to provide parent’s info?
• If you select “I am unable to
provide information about my
parent(s)” your FAFSA will be
rejected, and you must contact the
financial aid office. Only select this
option in if you have a special
circumstance.
• For dependent students, a special
circumstance is a situation that exists
between the student applicant and
his or her parent(s) which prevents
the student from providing parental
information.If you are a Dependent Student, you will now be asked to enter your parent’s information. If you are an independent student, skip to slide 57 Parent’s Marital Status Tips • What is your parent’s marital status TODAY? • Select Never Married, if the parent that provides the majority of your financial support has never been married. • Select Unmarried and both legal parents living together if both of your legal parents have never been married to each other but live together. • Select Married or Remarried if your legal parents are married to each other or the parent who provides the majority of your financial support is remarried. • Select Divorced or Separated if the parent who provides the majority of your financial support is divorced or separated and not remarried to anyone. • Select Widowed if the spouse of the parent who provides the majority of your financial support is deceased. * If you are unsure which option is correct, click the question mark in the blue circle or contact the financial aid office. You cannot change the answer to this question once your FAFSA has been submitted.
Never Married Marital Status If you select Never Married for your parent’s marital status, you will be asked which parent’s information will be provided. Select the parent who provides the majority of your support and click Next.
Unmarried and Both Legal Parents Living
Together Marital Status
If you select Unmarried and both
legal parents living together, you
must provide both parents’ tax
information.
• Since they are not married, they
should have filed separate tax
returns, you will need to add
their tax information together.
*If you need help with this, please
contact the financial aid office.Married or Remarried Marital Status • If you select Married or Remarried for your parents’ martial status, you will need to enter the date that they were married or remarried • If your biological/legal parents are divorced, but the parent that provides the majority of your financial support is remarried, enter the date they married your step-parent here. • If your parent is married/remarried, you must enter both people’s income on your FAFSA, even if they were married after 2019 (or 2018, if filling out the 20-21 FAFSA). If they were married after 2019, you must add their income together. Contact the financial aid office if you need help with this. • Do not select married or remarried if your legal parent is living with someone but is not legally married to that person.
Divorced or Separated Marital Status • If you select divorced or separated, you must enter the date your parent was divorced or separated. • If the parent who provides the majority of your financial support has been divorced or separated more than once, enter the date they were most recently divorced or separated. • If your parent is divorced or separated, only enter the financial information for the parent providing the majority of your support. If they were divorced or separated after 2019 (or 2018 if filling the 20-21 FAFSA), you must separate their income, even if they filed jointly. Contact the financial aid office if you need help with this.
Widowed • If you selected Widowed, enter the date your parent’s spouse passed away. • If they were widowed after 2019 (or 2018 if filling the 20-21 FAFSA), you must separate their income, even if they filed jointly. Contact the financial aid office if you need help with this.
Enter Parent’s Info and Click Next
Parent Info Tips
• You are asked your parent’s last name and first
initial, not their middle initial.
• If you selected married/remarried or unmarried
but both legal parents living together, you will be
asked to enter both parent’s information.
• If your legal parent is married to someone other than
your second legal parent, enter their spouse’s info, not
your second parent’s info.
• If you selected never married, divorced/separated
or widowed, you will only be asked to provide info
for one parent. Choose whoever provides the
majority of your support.
• If your parents are not US citizens or do not have a
SSN, enter all zeros. Never enter what’s called an
individual tax payer id number.Household Size
Household Size Tips
• The FAFSA will automatically count you and your
parent(s) (or you and your spouse if you are
independent and married)
• List the number of your parents’ other children (or
yours, if you are independent) IF:
• You or your parents provide more than half of
their financial support between 7/1/2020-6/30/2021,
even if they do not live with you or your parent(s).
• You can include any unborn children if they will be
born during 7/1/2020-6/30/2021.
• List the number of other people IF:
• They now live with your parent (or you, if you’re
independent)
• You (if independent) or your parents provide more than
half of their financial support now and will continue
between 7/1/2020-6/30/2021
• If you are unsure who should be counted in your
household, click the question mark in the blue
circle, or contact the financial aid office.Number in College
will be on the same page as the household size
Number in College Tips
• If you are a dependent student, you
cannot count your parents in the number
in college.
• Include:
• yourself, even if you’ll attend college less
than half-time in 2021–22, and
• other people in your parents’ household
only if they’ll enroll in at least 6 hours in
2021–22 in a program that leads to a
college degree or certificate.
• If you have a sibling who is still in high
school, but will be taking 6 or more
college credits, contact the financial aid
office before including them in your
number in college.Have your parents completed their 2019 tax return?
(If filing the 20-21 FAFSA, have they completed the 2018 tax return?)
Parent’s Tax Filing Tips
• If your parents indicate they “Will file”
a 2019 tax return, use estimated tax
information. Select the “Income
Estimator” button for assistance
estimating your parents’ adjusted
gross income, and answer the
remaining questions about their
income to the best of your ability.
• Once your parents file, they must correct
the FAFSA form by changing their status
from “Will file” to “Already completed;”
and estimated answers to the final
amounts on their 2019 tax return.What type of tax return did your parent(s) file?
If your parents have filed a tax
return, or will file a tax return,
select the type of tax return filed.
• It is very helpful to have the tax
return available when filling out
the FAFSA. If you select the
incorrect tax return type, your
parents will be unable to link to
the IRS using the Data Retrieval
Tool.What was your parent’s tax filing status?
If your parent(s) did not file taxes, skip to slide 54
Parent’s Tax Filing Tips
• The “Filing Status” field is located at the top
of page one on the IRS Form 1040.
• Head of Household is generally for single
adults with dependents. If your parent was
married in 2019 (or 2018 if filing the 20-21
FAFSA) but filed Head of Household, please
see page 25 of the IRS’ Publication 17, to see
if they were able to do so. You can access
Publication 17 here:
https://www.irs.gov/pub/irs-pdf/p17.pdf
• If your parent’s martial status has changed
since filing 2019 (or 2018) taxes, visit:
https://studentaid.gov/2122/help/parent-
different-marital-status
• If you select the incorrect tax filing status,
your parents will be unable to link to the IRS
using the Data Retrieval Tool.IRS Data Retrieval Tool
If you are not given this option, skip to slide 53
Some students will be given the
option for their parent(s) to
transfer their tax return
information into this FAFSA with
the IRS Data Retrieval Tool.
• To link to the IRS, your parent(s)
will need their FSA ID Username
and Password.Have your parent enter their FSA ID
Username and Password.
• If your parent is married, you must
select which parent will enter their
username and password.
• If your parent has not yet created a
username or password, they can click
“create an FSA ID.” See slides 7 & 8 for
tips
• You cannot select parent 1, and then
enter the username and password for
parent 2.
• If you cannot remember which parent is
parent 1 or 2, you can click back to
Parent Demographics.
• If your parent forgot their username
and/or password, they can reset it by
clicking forgot username or forgot
password.If your parent is successfully able to log in with
their username and password,
click “PROCEED TO IRS SITE”When you click “ok” you will be taken to the
IRS website.Entering Parent(s)’ Info on IRS DRT Site Tips to Entering Parent’s Info on IRS DRT Site • You must select the correct filing status, or you will not be able to transfer your parent’s info to the FAFSA • You must enter the street address exactly as it appears on your parent’s 2019 tax return (or 2018 if filing the 20-21 FAFSA), or you will not be able to transfer your parent’s info to the FAFSA • See next slide if you’re having problems entering the correct information.
To prevent ID theft, the IRS requires the
information to match exactly what their records
show. It is not unusual for students and parents to
be unable to link to the IRS. If that happens, click
“return to FAFSA” and manually enter the tax
information from the tax return.If your parent(s) are able to correctly enter their info,
make sure to click in the box next to “transfer now” and
then click “transfer now.” You will then be redirected back
to the FAFSA website.If your parent is able to successfully transfer their information from the IRS, you will see a message similar to the one below. DO NOT change any of the financial information if you see the message “transferred from the IRS” below it.
Manually entering parents’ tax info • If your parent(s) were unable to link to the IRS, you must manually enter their tax info. • The FAFSA will tell you what lines of their tax return to look at to answer each question.
Enter Parent(s)’ Wages • If your parent(s) did not file taxes, but they did earn income, list it here. • If they did not earn any income, type 0. • Your screen will not tell you which lines of the tax return to look at if your parents did not file.
Parent Simplified Path Determination • If you are unsure, click the question mark in the blue circle.
Answer the Parent Addition Financial Questions • If you are unsure what any question on this page is asking, click the question mark in the blue circle.
Answer the Parent Addition Financial Questions • If you are unsure what any question on this page is asking, click the question mark in the blue circle.
Based on your previous answers, you may be
asked if you’d like to skip questions about your
parent’s assets.
• If you decide to skip these
questions, doing so won’t affect
your eligibility for federal
student aid.The FAFSA will now begin to ask financial
questions about you, the student.
• If you are not going to file a
2019 tax return, select “not
going to file” and skip to slide
68
(2018 if filing a 20-21 FASFA)If you filed a tax return, select the type
If you have filed a tax return, or
will file a tax return, select the
type of tax return filed.
• It is very helpful to have the tax
return available when filling out
the FAFSA. If you select the
incorrect tax return type, you will
be unable to link to the IRS using
the Data Retrieval Tool.If you filed a tax return, select your tax filing
status.
• If you are a dependent student,
your tax filing status most likely will
be single.
• See slide 44 for who can file as Head
of Household
• The “Filing Status” field is located
at the top of page one on the IRS
Form 1040.
• If you select the incorrect tax filing
status, you will be unable to link
to the IRS using the Data Retrieval
Tool.IRS Data Retrieval Tool If you are not given this option, skip to slide 67 Some students will be given the option to transfer their tax return information into this FAFSA with the IRS Data Retrieval Tool.
Click “PROCEED TO IRS SITE”
When you click “ok” you will be taken to the
IRS website.Entering Your Info on IRS DRT Site Tips to Entering Your Info on IRS DRT Site • You must select the correct filing status, or you will not be able to transfer your info to the FAFSA • You must enter the street address exactly as it appears on your 2019 tax return (or 2018 if filing the 20- 21 FAFSA), or you will not be able to transfer your info to the FAFSA • See next slide if you’re having problems entering the correct information.
To prevent ID theft, the IRS requires the information to match exactly what their records show. It is not uncommon for students and parents to be unable to link to the IRS. If that happens, click “return to FAFSA” and manually enter the tax information from the tax return.
If you are able to correctly enter your info, make sure to
click in the box next to “transfer now” and then click
“transfer now.” You will then be redirected back to the
FAFSA website.If you are able to successfully transfer your information from the IRS, you will see a message similar to the one below. DO NOT change any of the financial information if you see the message “transferred from the IRS” below it.
Manually Entering Your Tax Info • If you were unable to link to the IRS, you must manually enter your tax info. • The FAFSA will tell you what lines of your tax return to look at to answer each question.
Enter Student’s Wages • If you did not file taxes, but you did earn income, list it here. • If you did not earn any income, type 0. • Your screen will not tell you which lines of the tax return to look at if you did not file.
Did you file a Schedule 1? If you are an independent student, you will be asked: • If you filed a schedule 1. If you are unsure, click the question mark in the blue circle. • If you are a dislocated worker. If you are unsure, click the question mark in the blue circle.
Enter Student’s Income Tax • The FAFSA will tell you which line of your tax return to look at.
Answer the Student Addition Financial
Questions
• If you are unsure what any
question on this page is asking,
click the question mark in the
blue circle.Answer the Student Addition Financial
Questions
• If you are unsure what any
question on this page is asking,
click the question mark in the
blue circle.Based on your previous answers, you may be asked if you’d like to skip questions about your assets. • If you decide to skip these questions, doing so won’t affect your eligibility for federal student aid.
Are you a preparer? • If you or your parent(s) are completing the FAFSA, select no.
Review your answers and click Next on the bottom of the page.
Provide Signatures
Agreement of Terms • Read through the terms, and select agree to agree to the terms.
Apply Student Signature • Click Sign This FAFSA to sign the FAFSA.
Apply Parent Signature • Your parent must enter their FSA ID Username and Password here to sign the FAFSA. • If your parent cannot sign the FAFSA with his or her username and password, click other options to sign and submit.
Parent Signature
• If your parent is unable to sign the
FAFSA with his or her username and
password, select Print a Signature
Page.
• Your parent must sign this form and
follow the instructions on the form to
mail the form to the Department of
Education.
• If your parent selects Submit Without
Signatures, the Department of
Education will hold your FAFSA for 14
business days waiting on a signature.
If you do not apply a parent signature,
your FAFSA will be sent to our school
as rejected.You MUST hit Submit FAFSA Now
Your FAFSA is Submitted • Your FAFSA is not complete or submitted until you see this screen. Save this page for your records. • This page will show your estimated amount you’re eligible for, your EFC and the schools that will receive your FAFSA.
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