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pdfFrEE APPLICATION FOR FEDERAL STUDENT AID
July 1, 2008 — June 30, 2009
U.S. DEPARTMENT OF EDUCATION
FEDERAL STUDENT AID
STATE AID DEADLINES
Use this form to apply free for federal and
state student grants, work-study and loans.
Or apply free online
at www.fafsa.ed.gov.
Applying by the Deadlines
For federal aid, submit your application as early as possible, but no earlier than
January 1, 2008. We must receive your application no later than June 30, 2009. Your
college must have your correct, complete information by your last day of enrollment in
the 2008–2009 school year.
For state or college aid, the deadline may be as early as January 2008. See the table
to the right for state deadlines. You may also need to complete additional forms.
Check with your high school guidance counselor or a financial aid administrator at
your college about state and college sources of student aid and deadlines.
If you are filing close to one of these deadlines, we recommend you file online at
www.fafsa.ed.gov. This is the fastest and easiest way to apply for aid.
Using Your Tax Return
Filling Out the FAFSA
Your answers on this form will be read electronically. Therefore:
• use black ink and fill in ovals completely:
Correct
• print clearly in CAPITAL letters and
skip a box between words:
15
• report dollar amounts (such as
$12,356.41) like this:
$
Incorrect
E LM
12
,
ST
356
no cents
Orange is for student information and purple is for parent information.
If you or your family has unusual circumstances (such as loss of employment),
complete this form to the extent you can, then submit it as instructed and consult
with the financial aid office at the college you plan to attend.
For more information or help in filling out the FAFSA, call 1-800-4-FED-AID
(1-800-433-3243). TTY users (for the hearing-impaired) may call 1-800-730-8913.
Or visit our Web site at www.FederalStudentAid.ed.gov.
Mailing Your FAFSA
After you complete this application, make a copy of pages 7 through 10 for your
records. Then mail the original of only pages 7 through 10 in the attached envelope
or send it to: Federal Student Aid Programs, P.O. Box 4691, Mt. Vernon, IL 628640059. Do not send the worksheets on page 5; keep them for your records.
If you do not receive the results of your application—a Student Aid Report (SAR)—
within three weeks, please check online at www.fafsa.ed.gov or call 1-800-4333243. If you provided your e-mail address in question 13, you will receive information
about your application within a few days after we process it.
Let’s Get Started!
Now go to page 7 of the application form and begin filling it out. Refer to the
notes as instructed.
Check with your financial aid administrator
for these states and territories:
AL, *AS, CO, *FM, GA, *GU, *HI, *MH, *MP, NE, *NM,
*NV, OR, PR, *PW, *SD, *TX,
UT, *VA, *VI, *VT, WA, WI and *WY.
AK
AR
April 15, 2008 (date received)
Academic Challenge - June 1, 2008
Workforce Grant - Contact your financial aid
administrator.
Higher Education Opportunity Grant
- June 1, 2008 (fall term)
- November 1, 2008 (spring term)
(date received)
AZ June 30, 2009 (date received)
*^ CA Initial awards - March 2, 2008
Additional community college awards September 2, 2008 (date postmarked)
#* CT February 15, 2008 (date received)
* DC June 30, 2008 (date received by state)
DE April 15, 2008 (date received)
FL May 15, 2008 (date processed)
^ IA July 1, 2008 (date received)
#* ID March 15, 2008 (date processed)
# IL
First-time applicants - September 30, 2008
Continuing applicants - August 15, 2008
(date received)
IN March 10, 2008 (date received)
#* KS April 1, 2008 (date received)
# KY March 15, 2008 (date received)
^ LA July 1, 2008 (date received)
#^ MA May 1, 2008 (date received)
MD March 1, 2008 (date received)
ME May 1, 2008 (date received)
MI March 1, 2008 (date received)
MN 30 days after term starts (date received)
MO April 1, 2008 (date received)
# MS MTAG and MESG Grants - September 15, 2008
HELP Scholarship - March 31, 2008
(date processed)
# MT March 1, 2008 (date received)
NC March 15, 2008 (date received)
ND March 15, 2008 (date received)
NH May 1, 2008 (date received)
^ NJ June 1, 2008, if you received a Tuition Aid Grant
in 2007-2008
All other applicants
- October 1, 2008, fall & spring terms
- March 1, 2009, spring term only
(date received)
*^ NY May 1, 2009 (date received)
OH October 1, 2008 (date received)
# OK April 15, 2008 (date received) for best
consideration
* PA All 2007-2008 State Grant recipients & all
non-2007-2008 State Grant recipients in degree
programs - May 1, 2008
All other applicants - August 1, 2008
(date received)
# RI
March 1, 2008 (date received)
SC Tuition Grants - June 30, 2008 (date received)
#TN State Grant - March 1, 2008
State Lottery - September 1, 2008
(date received)
*^ WV March 1, 2008 (date received)
# For priority consideration, submit application by
date specified.
^ Applicants encouraged to obtain proof of mailing.
* Additional form may be required.
STATE AID DEADLINES
If you are supposed to file a 2007 federal income tax return, we recommend that you
complete it before filling out this form. If you have not yet filed your return, you can
still submit your FAFSA, but you must provide income and tax information. Once you
file your tax return, correct any income or tax information that is different from what
you initially submitted on your FAFSA.
www.fafsa.ed.gov
05-23-07
Notes for question 25 (page 7) – Enter the correct
number in the box in question 25.
Notes for question 13 (page 7)
We will use this e-mail address to correspond with you. You
will receive your FAFSA results through a secure link, sent to
the e-mail address you provide. Leave blank if you prefer to
receive information through regular mail. We will only share
this address with the colleges you list on the form and your
state. They may use the e-mail address to communicate with
you.
For undergraduates, an enrollment status of “full-time” generally
means taking at least 12 credit hours in a term or 24 clock hours per
week. “3/4-time” generally means taking at least 9 credit hours in a
term or 18 clock hours per week. “Half-time” generally means taking
at least 6 credit hours in a term or 12 clock hours per week. Provide
this information about the college you are most likely to attend.
Enter 1 for full-time.
Enter 2 for three-quarter-time.
Notes for questions 14–15 (page 7)
If you are an eligible noncitizen, write in your eight- or nine-digit
Alien Registration Number. Generally, you are an eligible
noncitizen if you are (1) a permanent U.S. resident with a
Permanent Resident Card (I-551); (2) a conditional permanent
resident (I-551C); or (3) the holder of an Arrival-Departure Record
(I-94) from the Department of Homeland Security showing any
one of the following designations: “Refugee,” “Asylum Granted,”
“Parolee” (I-94 confirms paroled for a minimum of one year and
status has not expired) or “Cuban-Haitian Entrant.” If you are in
the U.S. on an F1 or F2 student visa, a J1 or J2 exchange visitor
visa, or a G series visa (pertaining to international organizations),
you must fill in oval c. If you are neither a citizen nor an eligible
noncitizen, you are not eligible for federal student aid. However,
you may be eligible for state or college aid.
Notes for question 16 (page 7)
Report your marital status as of the date you sign your FAFSA. If
your marital status changes after you sign your FAFSA, you must
not change this information.
Enter 3 for half-time.
Enter 4 for less than half-time.
Enter 5 for don’t know.
Notes for question 26 (page 7) – Enter the correct
number in the box in question 26.
Enter a number to indicate if you are interested in other types of
student financial aid, in addition to grants.
Enter 1 for “work-study” (student aid that you earn through work).
Enter 2 for student loans (which you must pay back).
Enter 3 for both work-study and student loans.
Enter 4 for neither.
Enter 5 for don’t know.
Notes for question 27 (page 7) – Enter the correct number
in the box in question 27.
Enter 1 for high school diploma
Enter 2 for General Educational Development (GED) certificate
Enter 3 for home schooled
Notes for question 23 (page 7) — Enter the correct
number in the box in question 23.
Enter 4 for other
Enter
Enter
Enter
Enter
Some states and colleges offer aid based on the level of
schooling your parents completed.
1
2
3
4
Enter 5
Enter 6
Enter 7
Enter 8
Enter 9
for 1st bachelor’s degree.
for 2nd bachelor’s degree.
for associate degree (occupational or technical program).
for associate degree (general education or transfer
program).
for certificate or diploma for completing an occupational,
technical, or educational program of less than two years.
for certificate or diploma for completing an occupational,
technical, or educational program of at least two years.
for teaching credential program (nondegree program).
for graduate or professional degree.
for other / undecided.
Notes for question 24 (page 7) — Enter the correct
number in the box in question 24.
Enter
Enter
Enter
Enter
Enter
Enter
Enter
Enter
0
1
2
3
4
5
6
7
Notes for questions 29–30 (page 7)
for
for
for
for
for
for
for
for
never attended college & 1st year undergraduate.
attended college before & 1st year undergraduate.
2nd year undergraduate / sophomore.
3rd year undergraduate / junior.
4th year undergraduate / senior.
5th year / other undergraduate.
1st year graduate / professional.
continuing graduate / professional or beyond.
Notes for questions 33 c. and d. (page 8)
and 77 c. and d. (page 9)
If you filed or will file a foreign tax return, a tax return with Puerto
Rico, another U.S. territory (e.g., Guam, American Samoa, the U.S.
Virgin Islands, Swain’s Island, or the Northern Marianas Islands), or
one of the freely associated states (i.e., the Republic of Palau, the
Republic of the Marshall Islands, or the Federated States of
Micronesia), use the information from that return to fill out this form.
If you filed a foreign return, convert all figures to U.S. dollars, using
the exchange rate that is in effect today. To view the daily
exchange rate, go to
www.federalreserve.gov/releases/h10/update.
Notes for questions 34 (page 8)
and 78 (page 9)
In general, a person is eligible to file a 1040A or 1040EZ if he or
she makes less than $100,000, does not itemize deductions, does
not receive income from his or her own business or farm, and does
not receive alimony. A person is not eligible to file a 1040A or
1040EZ if he or she makes $100,000 or more, itemizes deductions,
receives income from his or her own business or farm, is selfemployed, receives alimony, or is required to file Schedule D for
capital gains. If you filed a 1040 only to claim Hope or Lifetime
Learning credits, and you would have otherwise been eligible for a
1040A or 1040EZ, you should answer “Yes” to this question. If you
filed a 1040 and were not required to file a tax return, you should
answer “Yes” to this question.
Page 2
Notes continued on page 3.
Notes for questions 37 (page 8)
Notes for question 54 (page 8)
and 81 (page 9) — Notes for those who filed a 1040EZ
Answer “Yes” if you are currently serving in the U.S. Armed
Forces or are a National Guard or Reserves enlistee who is on
active duty for other than state or training purposes.
On the 1040EZ, if a person checked either the “you” or “spouse”
box on line 5, use EZ worksheet line F to determine the number of
exemptions ($3,300 equals one exemption). If a person didn’t
check either box on line 5, enter 01 if he or she is single, or 02 if he
or she is married.
Notes for questions 43–45 (page 8)
and 87–89 (page 10)
By applying online at www.fafsa.ed.gov, you may be eligible to
skip some questions. If you do not apply online, you will not be
penalized for completing questions 43–45 and 87–89 on the paper
FAFSA.
Net worth means current value minus debt. If net worth is one
million dollars or more, enter $999,999. If net worth is negative,
enter 0.
Investments include real estate (do not include the home you live
in), trust funds, UGMA and UTMA accounts, money market funds,
mutual funds, certificates of deposit, stocks, stock options, bonds,
other securities, Coverdell savings accounts, 529 college savings
plans, the refund value of 529 state prepaid tuition plans,
installment and land sale contracts (including mortgages held),
commodities, etc. For more information about reporting education
savings plans, call 1-800-433-3243. Investment value means the
current balance or market value of these investments as of today.
Investment debt means only those debts that are related to the
investments.
Investments do not include the home you live in, the value of life
insurance, retirement plans (pension funds, annuities, noneducation IRAs, Keogh plans, etc.) or cash, savings, and checking
accounts already reported in 43 and 87.
Note: Students who must report parental information on this form
should report all qualified educational benefits or education savings
accounts owned by the parents—including Coverdell savings
accounts, 529 college savings plans, and the refund value of 529
state prepaid tuition plans—in question 88. If the account is
owned by a student who must report parental information, the
value of the account is not to be reported. If the account is owned
by a student (or the student’s spouse) who is not reporting parental
information, the value is to be reported as an investment in
question 44.
Business and/or investment farm value includes the market
value of land, buildings, machinery, equipment, inventory, etc.
Business and/or investment farm debt means only those debts for
which the business or investment farm was used as collateral.
Do not include the value of a family farm that you (your spouse
and / or your parents) live on and operate. Do not include the
value of a small business that you (your spouse and / or your
parents) own and control and that has 100 or fewer full-time or fulltime equivalent employees.
Answer “No” if you are a National Guard or Reserves enlistee who
is on active duty for state or training purposes.
Notes for question 55 (page 8)
Answer “Yes” (you are a veteran) if you (1) have engaged in active
duty in the U.S. Armed Forces (Army, Navy, Air Force, Marines or
Coast Guard) or are a National Guard or Reserve enlistee who was
called to active duty for purposes other than training, or were a
cadet or midshipman at one of the service academies, and
(2) were released under a condition other than dishonorable. Also
answer “Yes” if you are not a veteran now but will be one by
June 30, 2009.
Answer “No” (you are not a veteran) if you (1) have never engaged
in active duty in the U.S. Armed Forces, (2) are currently an ROTC
student or a cadet or midshipman at a service academy, or (3) are
a National Guard or Reserves enlistee activated only for training.
Also answer “No” if you are currently serving in the U.S. Armed
Forces and will continue to serve through June 30, 2009.
Notes for questions 56–89 (pages 9 and 10) Step Four:
Who is considered a parent in this step?
Read these notes to determine who is considered a parent on this
form. Answer all questions in Step Four about your parents, even
if you do not live with them.
Grandparents, foster parents and legal guardians are not
considered parents on this form unless they have legally adopted
you.
If your parents are living and married to each other, answer the
questions about them.
If your parent is widowed or single, answer the questions about
that parent. If your widowed parent is remarried as of today,
answer the questions about that parent and the person whom
your parent married (your stepparent).
If your parents are divorced or separated, answer the questions
about the parent you lived with more during the past 12 months.
(If you did not live with one parent more than the other, give
answers about the parent who provided more financial support
during the past 12 months, or during the most recent year that
you actually received support from a parent.) If this parent is
remarried as of today, answer the questions on the rest of this
form about that parent and the person whom your parent married
(your stepparent).
Notes for question 66 (page 9)
Include in your parents’ household (see previous notes for who is
considered a parent):
• your parents and yourself, even if you don’t live with your
parents,
Page 3
Notes continued on page 4.
Information on the Privacy Act and use of
your Social Security Number
Notes for question 66 (page 9) continued from page 3
• your parents’ other children if (a) your parents will provide more
than half of their support from July 1, 2008, through June 30,
2009, or (b) the children could answer “No” to every question in
Step Three on page 8 of this form, and
• other people if they now live with your parents, your parents
provide more than half of their support, and your parents will
continue to provide more than half of their support from July 1,
2008, through June 30, 2009.
Notes for question 67 (page 9)
Always count yourself as a college student. Do not include your
parents. Include others only if they will attend, at least half-time in
2008–2009, a program that leads to a college degree or certificate.
Notes for questions 71–75 (page 9)
Mark an oval for each federal benefit program if you, your parents, or
anyone in your parents’ household received benefits from the
program at any time during 2007. Use the Notes for question 66 to
identify who is included in your parents’ household. Answering these
questions will not reduce your eligibility for student aid or these other
federal benefits. The federal benefit programs are listed below:
71.
Supplemental Security Income Program (SSI)
72.
Food Stamp Program
73.
Free or Reduced Price School Lunch Program
74.
Temporary Assistance for Needy Families (TANF)
75.
Special Supplemental Nutrition Program for Women,
Infants, and Children (WIC)
We use the information that you provide on this form to determine
if you are eligible to receive federal student financial aid and the
amount that you are eligible to receive. Sections 483 and 484 of the
Higher Education Act of 1965, as amended, give us the authority to
ask you and your parents these questions, and to collect the Social
Security Numbers of you and your parents. We use your Social
Security Number to verify your identity and retrieve your records, and
we may request your Social Security Number again for those
purposes.
State and institutional student financial aid programs may also use
the information that you provide on this form to determine if you are
eligible to receive state and institutional aid and the need that you
have for such aid. Therefore, we will disclose the information that
you provide on this form to each institution you list in questions
97a–97h, state agencies in your state of legal residence, and the state
agencies of the states in which the colleges that you list in questions
97a–97h are located.
If you are applying solely for federal aid, you must answer all of
the following questions that apply to you: 1–9, 14–16, 18, 21–22,
27–28, 31–36, 38–45, 48–56, 58–68, 71–80 82–96, and 98–99. If
you do not answer these questions, you will not receive federal aid.
Without your consent, we may disclose information that you
provide to entities under a published “routine use.” Under such a
routine use, we may disclose information to third parties that we have
authorized to assist us in administering the above programs; to other
federal agencies under computer matching programs, such as those
with the Internal Revenue Service, Social Security Administration,
Selective Service System, Department of Homeland Security,
Department of Justice and Veterans Affairs; to your parents or spouse;
and to members of Congress if you ask them to help you with student
aid questions.
Notes for question 90 (page 10)
Include in your (and your spouse’s) household:
• yourself (and your spouse, if you have one),
• your children, if you will provide more than half of their support
from July 1, 2008, through June 30, 2009, and
• other people if they now live with you, you provide more than
half of their support, and you will continue to provide more than
half of their support from July 1, 2008, through June 30, 2009.
Notes for question 91 (page 10)
Always count yourself as a college student. Include others only if
they will attend, at least half-time in 2008–2009, a program that
leads to a college degree or certificate.
Notes for questions 92–96 (page 10)
Mark an oval for each federal benefit program if you (or your
spouse if you are married) or anyone in your household received
benefits from the program at any time during 2007. Use the Notes
for question 90 to identify who is included in your household.
Answering these questions will not reduce your eligibility for
student aid or these other federal benefits. The federal benefit
programs are listed below:
92.
Supplemental Security Income Program (SSI)
93.
Food Stamp Program
94.
Free or Reduced Price School Lunch Program
95.
Temporary Assistance for Needy Families (TANF)
96.
Special Supplemental Nutrition Program for Women, Infants,
and Children (WIC)
If the federal government, the U.S. Department of Education, or an
employee of the U.S. Department of Education is involved in
litigation, we may send information to the Department of Justice, or a
court or adjudicative body, if the disclosure is related to financial aid
and certain conditions are met. In addition, we may send your
information to a foreign, federal, state, or local enforcement agency if
the information that you submitted indicates a violation or potential
violation of law, for which that agency has jurisdiction for
investigation or prosecution. Finally, we may send information
regarding a claim that is determined to be valid and overdue to a
consumer reporting agency. This information includes identifiers
from the record; the amount, status and history of the claim; and the
program under which the claim arose.
State Certification
By submitting this application, you are giving your state financial
aid agency permission to verify any statement on this form and to
obtain income tax information for all persons required to report
income on this form.
The Paperwork Reduction Act of 1995
The Paperwork Reduction Act of 1995 says that no one is required
to respond to a collection of information unless it displays a valid
OMB control number, which for this form is 1845-0001. The time
required to complete this form is estimated to be one hour, including
time to review instructions, search data resources, gather the data
needed, and complete and review the information collection. If you
have comments about this estimate or suggestions for improving this
form, please write to:
U.S. Department of Education, Washington DC 20202-4700.
We may request additional information from you to process your
application more efficiently. We will collect this additional
information only as needed and on a voluntary basis.
Page 4
Worksheets
Calendar Year 2007
Do not mail these worksheets in with your application.
Keep these worksheets; your college may ask to see them.
Student / Spouse
Worksheet A
Parents
For question 40
Report Annual Amounts
For question 84
$
Earned income credit from IRS Form 1040—line 66a; 1040A—line 40a; or 1040EZ—line 8a.
$
$
Additional child tax credit from IRS Form 1040—line 68 or 1040A—line 41
$
$
$
$
Welfare benefits, including Temporary Assistance for Needy Families (TANF). Don’t
include food stamps or subsidized housing.
$
Social Security benefits received, for all household members as reported in question 90 (or 66
for your parents), that were not taxed (such as SSI). Report benefits paid to parents in the
Parents column, and benefits paid directly to student (or spouse) in the Student/Spouse column. $
Enter in question 40.
$
Enter in question 84.
Worksheet B
$
Report Annual Amounts
Payments to tax-deferred pension and savings plans (paid directly or withheld from earnings),
including, but not limited to, amounts reported on the W-2 Form in Boxes 12a through 12d,
codes D, E, F, G, H and S
$
$
IRA deductions and payments to self-employed SEP, SIMPLE, and Keogh and other qualified
plans from IRS Form 1040—line 28 + line 32 or 1040A—line 17
$
For question 41
$
$
Child support received for all children. Don’t include foster care or adoption payments.
$
Tax exempt interest income from IRS Form 1040—line 8b or 1040A—line 8b
Foreign income exclusion from IRS Form 2555—line 45 or 2555EZ—line 18
$
Untaxed portions of IRA distributions from IRS Form 1040—lines (15a minus 15b) or
1040A—lines (11a minus 11b). Exclude rollovers. If negative, enter a zero here.
$
$
Money received, or paid on your behalf (e.g., bills), not reported elsewhere on this form
$
$
$
$
For question 42
$
$
$
$
$
Enter in question 41.
$
$
$
Untaxed portions of pensions from IRS Form 1040—lines (16a minus 16b) or 1040A—lines
(12a minus 12b). Exclude rollovers. If negative, enter a zero here.
Credit for federal tax on special fuels from IRS Form 4136—line 20 (nonfarmers only)
Housing, food and other living allowances paid to members of the military, clergy and others
(including cash payments and cash value of benefits)
Veterans noneducation benefits such as Disability, Death Pension, or Dependency & Indemnity
Compensation (DIC), and/or VA Educational Work-Study allowances
Other untaxed income not reported elsewhere on Worksheets A and B, such as workers’
compensation, untaxed portions of railroad retirement benefits, Black Lung Benefits, disability,
etc. Tax filers only: report combat pay not included in AGI (FAFSA questions 35 and 79).
Don’t include student aid, Workforce Investment Act educational benefits, combat pay if you
are not a tax filer, or benefits from flexible spending arrangements (e.g., cafeteria plans).
$
For question 85
Enter in question 85.
$
$
$
$
$
$
XXXXXXXX
$
Worksheet C
Report Annual Amounts
Education credits (Hope and Lifetime Learning tax credits) from IRS Form 1040—line 50 or
1040A—line 31
Child support paid because of divorce or separation or as a result of a legal requirement.
Don’t include support for children in your (or your parents’) household, as reported in
question 90 (or question 66 for your parents).
Taxable earnings from need-based employment programs, such as Federal Work-Study and
need-based employment portions of fellowships and assistantships
Student grant and scholarship aid reported to the IRS in your (or your parents’) adjusted gross
income. Includes AmeriCorps benefits (awards, living allowances and interest accrual
payments), as well as grant or scholarship portions of fellowships and assistantships.
Enter in question 86.
Enter in question 42.
Page 5
For question 86
$
$
$
$
$
For Help — 1-800-433-3243
What is the FAFSA?
U.S. DEPARTMENT OF EDUCATION
FEDERAL STUDENT AID
Why fill out a FAFSA?
The FAFSA (Free Application for Federal Student Aid) is the first step in the financial aid process. You use it to apply for federal
student financial aid, such as grants, loans and work-study. In addition, most states and colleges use information from the FAFSA to
award non-federal aid.
Why all the questions?
We enter your responses to the FAFSA questions into a formula from the Higher Education Act of 1965, as amended. The result is
your Expected Family Contribution, or EFC. The EFC measures your family’s financial strength. It is used to determine your
eligibility for federal student aid. Your state and the colleges you list may also use some of your responses. They will determine if
you may be eligible for school or state aid, in addition to federal aid.
How do I find out what my Expected Family Contribution (EFC) is?
We will send you a report called a Student Aid Report, or SAR, through the mail or the Internet. The SAR lists the information you
reported on your FAFSA and will tell you your EFC. It is important to review your SAR when you receive it. Make sure all of your
information is correct. Make any necessary changes or provide additional information.
How much aid do I get?
Your EFC, along with the rest of your FAFSA information, is made available to all the colleges you list in Step Six of the FAFSA.
The colleges use your EFC to prepare a financial aid package to help you meet your financial need. Financial need is the difference
between your EFC and your college’s cost of attendance (which can include living expenses), as determined by the college. If you or
your family have special circumstances that should be taken into account, contact your college’s financial aid office. Some examples
of special circumstances are: unusual medical or dental expenses or a large change in income from last year to this year.
When do I get the aid?
Any financial aid you are eligible to receive will be paid to you through your college. Typically, your college will first use the aid to
pay tuition, fees, and room and board (if provided by the college). Any remaining aid is paid to you for your other educational
expenses.
If you are eligible for a Federal Pell Grant, you may receive it from only one college for the same period of enrollment.
How can I have more colleges receive my FAFSA information?
If you are filing a paper FAFSA, you can indicate up to four colleges to receive your information. You may add more colleges to your
record once your FAFSA is processed. There are three ways to do this.
1. If you have a Federal Student Aid PIN, go to FAFSA on the Web at www.fafsa.ed.gov. Select the “Add or Delete a School Code”
link to add school codes to your FAFSA.
2. If you do not have a PIN, wait until you receive your Student Aid Report (SAR) either by e-mail or by postal mail. Look for the
four-digit Data Release Number (DRN) on the first page of your SAR, and then call 1-800-4-FED-AID (1-800-433-3243). The
DRN, along with your name and Social Security number, verifies your identity and allows a customer service representative to add
additional school codes to your FAFSA.
3. The financial aid administrator at your college can add their school code to your FAFSA, if you provide the college with your
DRN.
Note: Your FAFSA information can only be sent to six colleges at a time. If you need information to go to more than six colleges, you
can use FAFSA on the Web or the FED-AID phone number to add up to six new school codes to your FAFSA. However, if you
exceed the six-college limit, any new school codes that you add will replace the same number of original school codes.
Where can I get more information on student aid?
The best place for information about student financial aid is the financial aid office at the college you plan to attend. The financial
aid administrator can tell you about student aid available from your state, the college itself, and other sources.
You can also check out these resources:
• www.FederalStudentAid.ed.gov
• www.students.gov
• The Federal Student Aid Information Center at 1-800-4-FED-AID (1-800-433-3243)
TTY users (for the hearing-impaired) may call 1-800-730-8913
• Your high school counselor’s office
• Your state aid agency
• Your local library’s reference section
There may be information available from foundations, religious organizations, community organizations and civic groups, as well as
organizations related to your field of interest, such as the American Medical Association or American Bar Association. Check with
your parents’ employers or unions to see if they award scholarships or have tuition payment plans.
Page 6
FrEE APPLICATION FOR FEDERAL STUDENT AID
July 1, 2008 — June 30, 2009
U.S. DEPARTMENT OF EDUCATION
FEDERAL STUDENT AID
Step One:
OMB # 1845-0001
For questions 1–30, leave blank any questions that do not apply to you (the student).
Your full name (exactly as it appears on your Social Security card)
1. Last
name
2. First
name
3. Middle
initial
Your permanent mailing address
4. Number and
street (include
apt. number)
5. City (and
country if
not U.S.)
6. State
8. Your Social Security Number
—
7. ZIP code
9. Your date of birth
10. Your permanent telephone number
)
(
MM D D 1 9 Y Y
—
–
12. Your driver’s
license state
11. Your driver’s
license number
13. Your e-mail address See Notes page 2
@
14. Are you a U.S.
citizen? Mark one.
See Notes page 2.
16. What is your
marital status as
of today?
See Notes page 2.
18. What is your
state of legal
residence?
a. Yes, I am a U.S. citizen (U.S. national).
Skip to question 16. ..........................................................
1
b. No, but I am an eligible noncitizen. Fill in question 15. ..
2
c. No, I am not a citizen or eligible noncitizen.......................
3
I am single, divorced or widowed ........
1
I am married / remarried ........................
2
I am separated......................................
3
STATE
19. Did you become a legal
resident of this state
before January 1, 2003?
15. Alien
Registration
Number
A
MONTH
17. Month and year you were married,
separated, divorced or widowed
Yes
1
No
2
YEAR
MM Y Y Y Y
MONTH
20. If the answer to question 19
is “No,” give month and year
you became a legal resident.
YEAR
MM Y Y Y Y
21. Are you male or female? (Most male students must register with Selective Service to get federal aid.)
Male
1
Female
2
22. If you are male (age 18–25) and not registered, answer “Yes” and Selective Service will register you.
Yes
1
No
2
23. What degree or certificate will you be working on
during the 2008–2009 school year? See Notes
page 2 and enter the correct number in the box.
24. What will be your grade level when you begin
the 2008–2009 school year? See Notes page 2
and enter the correct number in the box.
25. At the start of the 2008–2009 school year, what do
you expect your enrollment status to be? See Notes
page 2 and enter the correct number in the box.
26. What types of student aid interest you? See
Notes page 2 and enter the correct number in
the box.
27. If you will complete high school or its equivalent before you begin the 2008–2009 school year, enter the
correct number in the box. See Notes page 2.
28. Will you have your first bachelor’s degree before July 1, 2008?
Yes
1
No
2
29. Highest school your father completed:
Middle School / Jr. High
1
High School
2
College or beyond
3
Other / unknown
4
30. Highest school your mother completed:
Middle School / Jr. High
1
High School
2
College or beyond
3
Other / unknown
4
31. Do not leave this question blank. Have you been convicted for the possession or sale of illegal drugs for an
offense that occurred while you were receiving federal student aid (such as grants, loans, or work-study)?
If you have, answer “Yes,” complete and submit this application, and we will send you a worksheet in the mail
for you to determine if your conviction affects your eligibility for aid. If you are unsure how to answer this
question, call 1-800-433-3243 for help.
Page 7
No
1
Yes
3
For Help–www.studentaid.ed.gov/completefafsa
questions 32–55 about yourself (the student). If you are married as of today, include information about your
Step Two: Answer
spouse (your husband or wife). If you are single, separated, divorced or widowed, answer only about yourself.
32. For 2007, have you (the student) completed your IRS income tax return or another tax return listed in question 33?
a. I have already
b. I will file, but I have not yet
c. I’m not going to file.
1
2
3
completed my return.
completed my return.
(Skip to question 38.)
33. What income tax return did you file or will you file for 2007?
a. IRS 1040 ..........................................................
1
b. IRS 1040A or 1040EZ......................................
2
c. A foreign tax return. See Notes page 2. ............................
3
d. A tax return with Puerto Rico, another U.S. territory or freely
associated state. See Notes page 2. ..................................
4
34. If you have filed or will file a 1040, were you eligible to file a 1040A or 1040EZ?
See Notes page 2.
Yes
1
No
Don’t Know
2
3
For questions 35–47, if the answer is zero or the question does not apply to you, enter 0.
35. What was your (and spouse’s) adjusted gross income for 2007? Adjusted gross income
is on IRS Form 1040—line 37; 1040A—line 21; or 1040EZ—line 4.
$
36. Enter your (and spouse’s) income tax for 2007. Income tax amount is on
IRS Form 1040—line 57; 1040A—line 35; or 1040EZ—line 11.
,
$
,
37. Enter your (and spouse’s) exemptions for 2007. Exemptions are on IRS Form 1040—
line 6d or on Form 1040A—line 6d. For Form 1040EZ, see Notes page 3.
38-39. How much did you (and spouse) earn from working (wages, salaries, tips, combat
pay, etc.) in 2007? Answer this question whether or not you filed a tax return. This
information may be on your W-2 forms, or on IRS Form 1040—lines 7 + 12 +
18 + Box 14 of IRS Schedule K-1 (Form 1065); 1040A—line 7; or 1040EZ—line 1.
You (38) $
,
Your Spouse (39) $
,
Student (and Spouse) Worksheets (40–42)
40-42. Go to Page 5 and complete the columns on the left of
Worksheets A, B, and C. Enter the student (and
spouse) totals in questions 40, 41 and 42,
respectively. Even though you may have few of the
Worksheet items, check each line carefully.
Worksheet A (40)
$
Worksheet B (41)
$
Worksheet C (42)
$
43. As of today, what is your (and spouse’s) total current balance of cash, savings, and checking
accounts? Do not include student financial aid.
$
44. As of today, what is the net worth of your (and spouse’s) investments, including real estate (not
your home)? Net worth means current value minus debt. See Notes page 3.
$
45. As of today, what is the net worth of your (and spouse’s) current businesses and / or investment
farms? For a family farm or family business, see Notes page 3.
$
46-47. If you receive veterans education benefits, for how
many months from July 1, 2008, through June 30, 2009,
will you receive these benefits, and what amount will
you receive per month? Do not include your spouse’s
veterans education benefits.
Step Three:
,
,
,
,
,
,
Months (46)
Monthly Amount (47)
$
,
Answer all eight questions (48-55) in this step.
48. Were you born before January 1, 1985? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
1
No
2
49. At the beginning of the 2008–2009 school year, will you be working on a master’s or doctorate
program (such as an MA, MBA, MD, JD, PhD, EdD, or graduate certificate, etc.)? . . . . . . . . . . . . . . .
Yes
1
No
2
50. As of today, are you married? (Answer “Yes” if you are separated but not divorced.) . . . . . . . . . . . . .
Yes
1
No
2
51. Do you have children who receive more than half of their support from you? . . . . . . . . . . . . . . . . . . .
Yes
1
No
2
52. Do you have dependents (other than your children or spouse) who live with you and who receive
more than half of their support from you, now and through June 30, 2009? . . . . . . . . . . . . . . . . . . . .
Yes
1
No
2
53. Are (a) both of your parents deceased, or (b) are you (or were you until age 18) a ward / dependent
of the court? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
1
No
2
54. Are you currently serving on active duty in the U.S. Armed Forces for purposes other than training?
See Notes page 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
1
No
2
55. Are you a veteran of the U.S. Armed Forces? See Notes page 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
1
No
2
If you (the student) answered “No” to every question in Step Three, go to Step Four.
If you answered “Yes” to any question in Step Three, skip Step Four and go to Step Five on page 10.
(Health Profession Students: Your college may require you to complete Step Four even if you answered “Yes” to any Step Three question.)
Page 8
For Help — 1-800-433-3243
Step Four:
Complete this step if you (the student) answered “No” to all questions in Step Three. Go to Notes page 3 to
determine who is a parent for this step.
56. What is your parents’ marital status as of today?
Married / Remarried ..............
Single ....................................
Divorced / Separated ............
Widowed ..............................
1
2
57. Month and year they were
married, separated,
divorced or widowed
3
MONTH
YEAR
MM Y Y Y Y
4
What are the Social Security Numbers, names and dates of birth of the parents reporting information on this form?
If your parent does not have a Social Security Number, you must enter 000-00-0000.
58.
FATHER’S/STEPFATHER’S SOCIAL SECURITY NUMBER
–
62.
63.
64.
MOTHER’S / STEPMOTHER’S LAST NAME, AND
–
STATE
FIRST INITIAL
61. FATHER’S/STEPFATHER’S DATE OF BIRTH
,
MM D D 1 9 Y Y
FIRST INITIAL
65. MOTHER’S/STEPMOTHER’S DATE OF BIRTH
,
MM D D 1 9 Y Y
67. Go to Notes page 4 to determine how many in question 66
(exclude your parents) will be college students between
July 1, 2008, and June 30, 2009. Enter that number here.
66. Go to Notes page 3 to determine how
many people are in your parents’
household. Enter that number here.
68. What is your
parents’
state of legal
residence?
60.
FATHER’S / STEPFATHER’S LAST NAME, AND
–
MOTHER’S/STEPMOTHER’S SOCIAL SECURITY NUMBER
–
59.
69. Did your parents
become legal residents
of this state before
January 1, 2003?
In 2007, did you, your parents, or anyone in your
parents’ household (from question 66) receive benefits
from any of the federal benefit programs listed? Mark
all the programs that apply. See Notes page 4.
Yes
1
No
2
70. If the answer to question 69
is “No,” give month and year
legal residency began for the
parent who has lived in the
state the longest.
71. Supplemental
Security
Income
YEAR
MM Y Y Y Y
74. TANF
73. Free or
72. Food
MONTH
75. WIC
Reduced
Price Lunch
Stamps
76. For 2007, have your parents completed their IRS income tax return or another tax return listed in question 77?
a. My parents have already
completed their return.
1
b. My parents will file, but they have
not yet completed their return.
2
c. My parents are not going to file.
(Skip to question 82.)
3
77. What income tax return did your parents file or will they file for 2007?
c. A foreign tax return. See Notes page 2. ............................
1
a. IRS 1040 ..........................................................
b. IRS 1040A or 1040EZ......................................
2
d. A tax return with Puerto Rico, another U.S. territory or freely
associated state. See Notes page 2. ..................................
78. If your parents have filed or will file a 1040, were they eligible to file a 1040A or 1040EZ? Yes
See Notes page 2.
1
No
2
Don’t Know
3
4
3
For questions 79–89, if the answer is zero or the question does not apply, enter 0.
79. What was your parents’ adjusted gross income for 2007? Adjusted gross income is on
IRS Form 1040—line 37; 1040A—line 21; or 1040EZ—line 4.
$
80. Enter your parents’ income tax for 2007. Income tax amount is on
IRS Form 1040—line 57; 1040A—line 35; or 1040EZ—line 11.
$
,
,
81. Enter your parents’ exemptions for 2007. Exemptions are on IRS Form 1040—line 6d or
on Form 1040A—line 6d. For Form 1040EZ, see Notes page 3.
82-83. How much did your parents earn from working (wages, salaries, tips, combat
Father /
pay, etc.) in 2007? Answer this question whether or not they filed a tax return.
Stepfather (82) $
This information may be on their W-2 forms, or on IRS Form 1040—lines 7 + 12 +
Mother /
18 + Box 14 of IRS Schedule K-1 (Form 1065); 1040A—line 7; or 1040EZ—line 1.
Stepmother (83) $
Parent Worksheets (84–86)
84-86. Go to page 5 and complete the columns on the right of Worksheets
A, B, and C. Enter the parents’ totals in questions 84, 85 and 86,
respectively. Even though your parents may have few of the
Worksheet items, check each line carefully.
,
,
Worksheet A (84)
$
Worksheet B (85)
$
,
Worksheet C (86)
$
,
,
Step Four CONTINUED on page 10
Page 9
For Help–www.studentaid.ed.gov/completefafsa
Step Four CONTINUED from page 9
87. As of today, what is your parents’ total current balance of cash, savings, and checking accounts?
$
88. As of today, what is the net worth of your parents’ investments, including real estate
(not your parents’ home)? Net worth means current value minus debt. See Notes page 3.
$
89. As of today, what is the net worth of your parents’ current businesses and / or investment farms?
For a family farm or family business, see Notes page 3.
$
,
,
,
Step Five: Complete this step only if you (the student) answered “Yes” to any Step Three question.
90. Go to Notes page 4 to determine how many
people are in your (and your spouse’s)
household. Enter that number here.
In 2007, did you (or your spouse) or anyone in your
household (from question 90) receive benefits from
any of the federal benefit programs listed? Mark all
that apply. See Notes page 4.
91. Go to Notes page 4 to determine how many people in question
90 will be college students, attending at least half-time between
July 1, 2008, and June 30, 2009. Enter that number here.
92. Supplemental
93. Food
Security
Income
95. TANF
94. Free or
96. WIC
Reduced
Price Lunch
Stamps
Step Six: Indicate which colleges you want to receive your FAFSA information.
Enter the six-digit federal school code and your housing plans. Look for the federal school codes at www.fafsa.ed.gov, at your
college financial aid office, at your public library, or by asking your high school guidance counselor. If you cannot get the
federal school code, write in the complete name, address, city and state of the college. For state aid, you may wish to list your
preferred college first. To have more colleges receive your FAFSA information, read What is the FAFSA? on the back cover.
1ST FEDERAL SCHOOL CODE
97.a
OR
2ND FEDERAL SCHOOL CODE
97.c
OR
3RD FEDERAL SCHOOL CODE
97.e
OR
4TH FEDERAL SCHOOL CODE
97.g
OR
NAME OF
COLLEGE
STATE
HOUSING PLANS
97.b
ADDRESS
AND CITY
NAME OF
COLLEGE
on campus
1
off campus
2
with parent
3
on campus
1
off campus
2
with parent
3
on campus
1
off campus
2
with parent
3
on campus
1
off campus
2
with parent
3
STATE
97.d
ADDRESS
AND CITY
NAME OF
COLLEGE
STATE
97.f
ADDRESS
AND CITY
NAME OF
COLLEGE
STATE
97.h
ADDRESS
AND CITY
Step Seven: Read, sign and date.
If you are the student, by signing this application you certify that you (1) will use federal
and/or state student financial aid only to pay the cost of attending an institution of higher
education, (2) are not in default on a federal student loan or have made satisfactory
arrangements to repay it, (3) do not owe money back on a federal student grant or have
made satisfactory arrangements to repay it, (4) will notify your college if you default on a
federal student loan and (5) will not receive a Federal Pell Grant from more than one college
for the same period of time.
If you are the parent or the student, by signing this application you agree, if asked, to
provide information that will verify the accuracy of your completed form. This information
may include U.S. or state income tax forms that you filed or are required to file. Also, you
certify that you understand that the Secretary of Education has the authority to verify
information reported on this application with the Internal Revenue Service and other
federal agencies. If you sign any document related to the federal student aid programs
electronically using a Personal Identification Number (PIN), you certify that you are the
person identified by the PIN and have not disclosed that PIN to anyone else. If you
purposely give false or misleading information, you may be fined up to $20,000, sent to
prison, or both.
98. Date this form was completed.
MM D D
101.
Employer ID number (or 100)
2009
1
Parent (A parent from Step Four sign below)
2
Federal School Code
COLLEGE USE ONLY:
D/O
1
FAA Signature
1
–
102.
or
99. Student (Sign below)
If this form was filled out by someone other 100. Preparer’s Social Security Number (or 101)
than you, your spouse or your parents, that
–
–
person must complete this part.
Preparer’s name, firm and address
2008
Preparer’s signature and date
1
Page 10
DATA ENTRY
USE ONLY:
P
*
L
E
For Help—1-800-433-3243
| File Type | application/pdf |
| File Title | 2008-2009FAFSAEnglish |
| Author | Dale Gray |
| File Modified | 2007-05-23 |
| File Created | 2007-05-23 |