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Comment
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Status
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Resolution
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It would be great if high school
graduation date could be added to the FAFSA.
We currently
monitor and report to high schools the percentage of their seniors
who have completed the FAFSA. Currently we know that our data is
not 100% accurate because we don’t know for sure which of
the student from their high school are truly seniors (versus
students who graduated and took a year off, for example). We use
date of birth to help narrow down the group, but that is not
accurate as seniors can be anywhere from 17 years of age to 19 or
even 20 years of age. With this additional field, high schools
could have much more accurate information and focus their FAFSA
completion efforts on those who have not yet completed the FAFSA.
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Resolved
No Change
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The High School graduation date field
is not required for federal student aid eligibility determination.
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13-14
FAFSA on the Web Application: a)
"Recently Filed Taxes" section - can this be a more
specific period of time such as "Recently filed taxes within
the last week" or something?
And
for the “None of the Above” option, potentially change
to: "None of the Above or Filed Electronically at least 2
weeks ago and filed by mail at least 8 weeks ago"? Many
students misunderstand the questions / the vagueness of the time
period, so they are reluctant to choose None of the Above and the
IRS DRT option is then skipped for them!
b)
Electronic Signatures: Electronically signing the FAFSA - not
obvious to students to enter the PIN and then click on the Sign
button; find a way to clarify this please.
c)
Number the questions on the FAFSA on the Web
d)
Lock out the Assets field after an amount has been entered and ask
them to call FA office to make the change.
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a) Resolved
b)
Resolved
c)
Resolved
No
Change
d)
Resolved
No Change
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a) An enhancement to the 2013-2014
FAFSA on the Web will address the “Recently Filed Taxes”
and “None of the Above” comments by simplifying and
clarifying the IRS Data Retrieval Tool logic.
b) An
enhancement to the 2013-2014 FAFSA on the Web will clarify the
logic for the electronic signature process.
c) The
question numbers on the paper FAFSA are referenced in the help
topics, the Help and Hints, and the application summary report
(viewable from any page within the application) on FAFSA on the
Web. The actual question numbers are not presented by each
question within FAFSA on the Web for two reasons: 1) questions in
FAFSA on the Web do not display in the same order as questions on
the paper FAFSA due to Web logic that allows for a customized
experience, and 2) this customized experience in FAFSA on the Web
results in the suppression of certain questions. Because of the
customized experience in FAFSA on the Web, the Department believes
that the inclusion of question numbers on screen would cause
confusion.
d) The asset questions in FAFSA on the Web
correction entry specifically ask for asset amounts on the day the
application was submitted. Because the answer should be corrected
if a true mistake was made, The Department needs to allow
applicants to make necessary corrections.
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I work in a Federal TRiO program
Educational Talent Search and yearly assist my students in both
the submission of the FAFSA as well as in understanding the output
the SAR
The
submission of the FAFSA is not at all difficult and in fact quit
simple even for students who are not comfortable with or
knowledgeable about numbers associated with wages salaries and
other forms of income
The
issue comes after submission when at least in years past almost 50
% or more of my low income first generation population are
selected for a process called VERIFICATION
This is
critical because without completing the verification process
Financial Aid cannot be awarded and in many cases colleges will
not make an offer of Financial Aid until it is completed yet they
still expect students to pay deposits by May 1st
When we
go and look @ their SARs the while not always aware of what the
EFC means and almost never aware that they have been selected for
verification
Why well
let’s see , The instructions are not bolded , the asterisk
is not well explained and the process says to contact your FAA
So why
should I contact the Federal Aviation Administration, FAA which is
what you get if you Google FAA. Why not clearly and in BOLD say
that you need to contact the office of Financial Aid at the
institution that you plan to attend
Verification
should be in Bold and should be explained as in both the reason
why you were selected and exactly what to do next step by step
I
realize that there are many components to the whole FA process but
from the perspective of a practitioner who works with a low income
population and also assists other High School counselors in the 6
High Schools I work in I rural NH VERIFICATION , remains the
least understood and most obscure part of the entire process
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Resolved
No Change
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The text that is currently displayed
states the following:
“Your FAFSA has been
selected for a review process called verification. Your school has
the authority to request copies of certain financial documents
from you and your parent(s).”
Since the verification process
varies from school to school, FAFSA on the Web does not offer
individual guidance about next steps.
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a) Recommendation for greater emphasis
on the Department’s need for use of the IRS Retrieval Tool.
b) Also
we need the FAFSA workshop materials during January of the FAFSA
filing year. Early submission is required by many colleges by
February 15. Training cannot be conducted because training
materials become available much later.
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a) Resolved
b)
Resolved
No Change
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a) Messaging will be added to FAFSA on
the Web for 2013-2014 to strongly encourage those applicants who
estimate their financial information to return later and utilize
the IRS Data Retrieval Tool.
b) Ongoing training
opportunities are announced on the Information for Financial Aid
Professionals (IFAP) web site. The FAFSA on the Web demo site for
the next cycle is available in late December.
A PDF of the application is
available to the public in early January via FAFSA on the Web when
the application is deployed.
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On the front page of the draft
students are advised if their family has unusual circumstances
that may affect their financial situation – such a loss of
employment - they are to complete the form as instructed, then
contact the Financial Aid office of the school they are planning
to attend. When they come in here with a similar scenario we tell
them that there isn’t anything we can do. We do not offer
PJ we wait for them to ask about PJ. This may appear to them as
conflicting information.
On page 9 it is noted that under
VERY limited circumstances a student may be able to submit the
FAFSA without parental information. It does not indicate if that
FAFSA will eventually be accepted.
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Resolved
No Change
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The intent of the text is to encourage
all applicants to submit the application even if they think their
personal situation would hinder the process. Additionally,
students need to know who to contact about unusual circumstances.
It is then up to the school to determine whether or not to use
professional judgment.
Regarding the note on page 9, more
details are provided on FAFSA on the Web.
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I would like to suggest a change to
the wording of FAFSA question 28:
Current:
“Will you have your first bachelor’s degree before
July 1, 2013?”
Suggested:
“Will you have completed your first bachelor’s degree
before July 1, 2013?”
For some reason, many students
mistakenly answer “Yes” to this question as it is
currently worded, which results in delays in their financial aid
processing.
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Resolved
No Change
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It would be extremely helpful for our
institution (and am sure many others) to have these 2 questions
ADDED back to the FAFSA:
a)
Expected enrollment – this is VERY helpful for packaging aid
at correct status (keeping from having to have extensive changes
to those packaged at incorrect status eg. If all packaged FT).
b) If
a student wants a student loan – this is VERY helpful in not
having to package all students with loans/or not packaging and
then having to make students complete additional paperwork to
request a student loan. I believe this can assist with
possibly lowering the default rate for schools who may have been
packaging loans and students accepting without thinking about
wanting/needing one.
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Resolved
No Change
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a) For the 2011-2012 cycle the
enrollment status question was deleted. The rationale for the
change is that at the point in which a student is applying for
aid, students have indicated that they do not know what their
enrollment status will be and often do not understand the
enrollment status terms that may vary from college to college, and
therefore end up reporting an incorrect enrollment status.
Additionally, the administration believes students may be able to
make better decisions about college affordability if they are able
to see the full amount of aid they would be able to receive. The
Department encourages schools to review their administrative
processes to account for the elimination of this question and to
understand how they can gather a more accurate enrollment status
for the student.
b) For 2011-2012, question 31 was
revised to capture an applicant's interest in work-study instead
of work-study and loans. The rationale for the change is that at
the point in which students are applying for aid, they often do
not know whether they will need student loans to help pay for
college. The Department believes that the more appropriate point
for students to determine whether they will need student loans
would be when they are reviewing the award packages developed by
the financial aid office. Students and their families can then
discuss their student loan options based on having information
about all of the aid they have been offered. The Department will
continue to ask about work-study interest because of its limited
availability at colleges, and encourages schools to review their
administrative processes to account for the changes to the
question.
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Would you consider adding two
additional options to FAFSA item numbers 33 and 80?
Currently,
the FAFSA give choices of:
1040
1040A/EZ
A foreign tax return
A tax return from Puerto Rico, another
U.S. territory, or Freely Associated State.
I
propose adding options thus:
Form 4868 - Extension
1040X – Amended return
My
reasoning is that many folks know that they are doing this upfront
or relatively early in the tax season, and it would help FA
offices determine better what documents we should be looking to
receive, especially in light of the requirements to get IRS Tax
Return Transcripts and Tax Account Statements/Summaries.
If not
perhaps it could be a separate item?
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Resolved
No Change
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The current income tax return
choices are used for the simplified needs test and automatic zero
Expected Family Contribution (EFC) determination. Adding
extension or amended tax return choices does not assist students
who file the FAFSA early since it is difficult to predict an
extension or an amended tax return.
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In addition to the AGI, tax paid, etc.
posted to the FAFSA, how about if the IRS posts which type of tax
return they have on file for the student/parent and whether the
student/parent were eligible to file a 1040 A/EZ rather than
asking the student parent to self-report these two items?
It is my
experience that it is often wrong and can result in a large EFC
change when corrected. Students not getting Pell grants may
get it, and students who may initially be awarded Pell may lose
it.
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Resolved
No Change
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The IRS Data Retrieval Tool transfer
does provide tax return type; however, the question that asks if
an applicant is eligible to file a 1040A/EZ is not a tax return
field. Therefore, it cannot be retrieved from the IRS.
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Question #29 on the FAFSA asks, “When
you begin the 2013-2014 school year, what will be your grade
level?” We have found over the years that numerous
students answer this incorrectly by choosing the response of
“Continuing graduate/professional student.” They
take it to mean that they are continuing their education after
having graduated from high school or are returning to school after
having worked in a professional setting. The result is that
they are assumed to have a Bachelor’s Degree and therefore
flagged as ineligible for Pell Grant funds. This requires
follow-up so that we can determine if they have in fact completed
their Bachelor’s Degree or if they need to make a correction
to their answer. It adds processing time and results in
frustration for students.
We would like to see this
response reworded or modified to prevent such confusion. An
explanation in the Helpful Hints section of FAFSA on the Web often
times does not suffice, as students do not take the time to read
those tips. Perhaps the following could be considered as
options:
· Continuing
graduate/professional or beyond (i.e. Master’s/Doctorate)
·
Pursuing
Master’s/Doctorate/Professional Degree
·
Pursuing (advanced) degree beyond Bachelor’s
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Resolved
No Change
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The stated categories were defined and
implemented in conjunction with state entities to facilitate the
determination of eligibility for state grant programs.
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Georgia Southern University would
greatly appreciate having the 'are you interested in a loan'
question added back to the FAFSA.
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Resolved
Duplicate
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Refer to Comment #7
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On
behalf of Boston University, I am submitting the following
comments regarding the 13/14 Draft FAFSA. As a QA school, BU
has reviewed a broad range of FAFSA filers to analyze which fields
are most commonly misreported. We believe these suggestions
may improve the accuracy of students’ and parents’
responses to these questions.
a)
Payments to tax-deferred pension and savings plans (Q. 44a,
92a): Our QA analysis
confirms this field is likely the most commonly misreported item
on the FAFSA and we believe it is because families do not
understand the question. Many families do not consider their
contributions to retirement plans as payments to “pension
and savings plans”; therefore, they report “zero”
on the FAFSA but we often verify a contribution as indicated on
W-2 forms in Box 12a – 12d. We suggest changing the
language to include the word “retirement” which will
help families better understand the question.
Suggested
Text: “Payments to tax-deferred retirement, pension
and savings plans (paid directly or withheld from earnings),
including, but not limited to, amounts reported on the W-2 forms
in Boxes 12a through 12d, codes D, E, F, G, H, and S.”
b)
Net Worth of Investments, including Real Estate (Q. 41, 89):
When a portion of the primary home is being rented, the FAFSA does
not instruct the family to report that portion of their home as
“other real estate.” We suggest adding language
to the “notes” on the FAFSA, page 2 for parents and
students to include the rental portion of their home in the net
worth of investments.
c)
Net Worth of Businesses and/or Investment Farms (Q. 42, 90):
We commonly find families incorrectly include the net worth of
their family-owned business and/or family-owned farm on the
FAFSA. The “notes” on the FAFSA, page 2 clarify
when to include or exclude the business/farm; however, we suspect
that families are not referring to the special instructions.
The current question specifies “don’t include a family
farm or family business with 100 or fewer full-time or full-time
equivalent employees.” We suggest adding more specific
language to this question for parents and students to clarify the
definition of “family-owned.”
Suggested
Text: “As of today, what is the net worth of your
parents’ (or students’/spouses’) current
businesses and/or investment farms? Don’t include a
farm or business that is more than 50% owned and controlled by
the family, and has 100 or fewer full-time or full-time
equivalent employees. See Notes page 2.”
d)
Health Savings Accounts (HSAs) (Q. 44i, 92i):
per the 12/13 Application and Verification Guide, HSAs are to be
treated as untaxed income. However, the FAFSA does not
instruct students and parents to include tax-free contributions to
an HSA as untaxed income. We suggest adding language to both
students and parents “other untaxed income” questions
that tax-free HSA contributions should be included as untaxed
income.
e)
Homebuyer Tax Credit (Q. 44i, 92i):
it is our understanding that the first-time homebuyer tax credit
expired after the 2011 tax year. However, the FAFSA question
for “other untaxed income” instructs both students and
parents to include the first-time homebuyer credit as untaxed
income. We suggest removing these instructions if the tax
credit has expired.
f)
First Bachelor’s Degree before July, 1, 2013 (Q. 28):
Many of our undergraduate continuing students mistakenly respond
“yes” to this question. We suggest formatting
this question similar to how the illegal drug conviction question
(Q. 23) is formatted, whereby the “no” response
displays before the “yes” response. Perhaps
reversing the order of the responses will reduce the number of
incorrect responses.
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a) Resolved
Forwarded to
appropriate business unit
b)
Resolved
Forwarded to appropriate business unit
c)
Resolved No Change
d)
Resolved
Forwarded
to appropriate business unit
e)
Resolved
Forwarded to appropriate business unit
f) Resolved
No Change
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a) The application describes the rules
according to the current Higher Education Act (HEA) The comment
has been forwarded to the appropriate business unit that reviews
policy recommendations.
b) The
application describes the rules according to the current HEA. The
comment has been forwarded to the appropriate business unit that
reviews policy recommendations.
c) The
Department believes the current language provides adequate
guidance.
d) The
application describes the rules according to the current HEA. The
comment has been forwarded to the appropriate business unit that
reviews policy recommendations.
e) The
application describes the rules according to the current HEA. The
comment has been forwarded to the appropriate business unit that
reviews policy recommendations.
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Among the most common and frequent
FAFSA error/omission we observe is that of Untaxed
Income, specifically “payments
to tax-deferred pension and savings plans”. I
think the core of the problem is that the instructions for what
should be reported only appear if the student or parent checks the
box.
I suggest that you list the most
common type and where to find it, such as “contributions to
401(k) – See box 12 on your W-2”, under the question
for the filer to see without
having to check the box first.
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Resolved
No Change
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Instructions are provided on the paper
application and in FAFSA on the Web. A response to this question
may also be available through use of the IRS Data Retrieval Tool.
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I have a suggestion for the 13-14
FAFSA. The 12-13 process of the IRS data retrieval makes
verification to be very quick with less corrections. Thank
you, it has really simplified the verification process.
However, after experiencing the process of performing the
other components of verification I have a bit of an uneasy feeling
when the parent or student report their marital status as
unmarried but discover after verifying household size that they
are married. How would I know that the IRS data retrieval
that was transferred to the FAFSA was for one or two people.
Is it possible to add the question on the FAFSA what was the
“filing status on the 1040”. ie: single,
married, head of household. This way we would be able to
know for sure that the data transferred is for all family
members. Also this could be a red flag for verification when
the filing status does not match the reported marital status.
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Resolved
No Change
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The question recommended is not
required to calculate the Expected Family Contribution (EFC).
Marital status questions 16 and 58 are used to determine the EFC.
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It would be nice if tax filing status
could be drawn done from the IRS. Such as Head of Household,
Married filing jointly, single etc…
It is hard to tell sometimes when
screening for this issue in the verification process when the
student has utilized the IRS match.
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Resolved
Duplicate
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Refer to Comment #14.
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We are a community college with a
large immigrant population. People completing the FAFSA often
misinterpret the questions asking for high school completion
status and “Will you have your first bachelor’s degree
before July 1, 20xx” to mean a only US high school or US
college and do not answer the question correctly. We often find
students who graduated from schools in other countries answering
“NO” to these questions because of that
misinterpretation. Since both of these elements affect student
eligibility, this misinterpretation has serious consequences for
many students. We are requesting that these two items be amended
to add “in the US or any other country” to clarify the
question for students who attended school outside of the US.
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Resolved
Duplicate
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The comment has been forwarded to the
appropriate business unit that reviews policy recommendations.
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My suggestion is that the IRS data
retrieval has been a great benefit to both the student/parent and
financial aid administrator. I have seen ISIR’s where the
IRS data retrieval was done but there were “0” wages
reported. There is no way for me to verify that they had
earnings. Not reporting wages is a disadvantage to the students
financial aid eligibility. If it possible to have the IRS data
retrieval process to include wages? This is a line item on the
IRS transcript, I am sure it would be a retrievable item for the
FAFSA.
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Resolved
No Change
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The information retrieved from the IRS
does not include W-2 information. Since joint tax return filers
add wages together and report the sum on their tax return, FAFSA
on the Web is unable to separate student/spouse or mother/father
income earned from work for eligibility determination. However,
The Department is exploring options to address this issue.
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On behalf of the more than 3,000
member institutions of the National Association of Student
Financial Aid Administrators (NASFAA), I am writing to offer our
comments on the draft 2013-14 Free Application for Federal Student
Aid (FAFSA).
a) We
appreciate the Department’s continued efforts to clarify and
improve the FAFSA structure and language, however we believe that
the Department would receive much more useful feedback from the
community if it instituted a similar comment process with a
similar timeframe for the FAFSA on the Web (FOTW), since the vast
majority of applicants use FOTW rather than the paper FAFSA.
Generally,
the FOTW demonstration site (www.fafsademo.ed.gov) for the
upcoming cycle is not available until mid-December. This late time
frame makes it difficult for the financial aid community to
provide useful feedback in time for ED to make any necessary or
desired changes prior to the January 1
start-up
date. In future years, we ask that you make the demonstration site
available to the community for comment at or near the same time
you are soliciting comments on the paper FAFSA.
b) Of
particular concern this year are the complexities facing members
of the lesbian, gay, bisexual and transgender (LGBT) community.
Because of their family structures, completing the FAFSA can be
particularly difficult for this community. For example, under the
Defense of Marriage Act (DOMA), same-sex marriages are not
considered marriages for federal purposes, including the FAFSA.
Because there are no corresponding instructions to the “Are
you married?” question on the FAFSA, a student in a same-sex
marriage could reasonably answer “Yes” to that
question. Lacking further instruction, that
student
could also reasonably include his or her same-sex spouse’s
information throughout the rest of the FAFSA. We recommend that
you add instructions to assist these students and their families
in completing their FAFSAs in accordance with federal law.
c)
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
with a Conditional Resident Alien Green Card (I-551C); (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 that you were paroled for a
minimum of one year and status has not expired), T-Visa holder
(T-1, T-2, T-3, etc.)
or
“Cuban-Haitian Entrant;” or (4) the holder of a valid
certification or eligibility letter from the Department of Health
and Human Services showing a designation of “Victim
of human
trafficking.”
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), select “No, I am not a citizen or eligible
noncitizen.” You will not be eligible for federal student
aid; however, you should still complete the application because
you may be eligible for state or college aid.
The
instructions should be consistent in using the official
terminology
for these documents, rather than colloquial
terms.
Although
these instructions have been improved over the past several years,
we have a continued concern that they are still not complete.
Battered immigrants are not included
in this
list at all, yet ED has issued a Dear Colleague Letter,
GEN-10-07, and the FSA Handbook
includes several pages explaining how to document the eligible
noncitizen status of these students. Page 1-27 of the 2012-13 FSA
Handbook states that battered immigrants “indicate on the
FAFSA that they are eligible non-citizens…”. It is
not clear to us how they would know to do that, based on the
current FAFSA instructions.
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a)Resolved
No
Change
b)
Resolved
No
Change
c)
Resolved
Forwarded
to appropriate business unit
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a) Availability of the FOTW
demonstration site is the same as availability of the “official”
FAFSA on the Web site.
b) The
application describes the rules according to the current HEA. For
the purposes of federal student aid eligibility determination, the
definition of “married” is based on the DOMA
definition.
c) The
comment has been forwarded to the appropriate business unit that
reviews policy recommendations
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a) Prohibit submission of the FAFSA if
the student signature is missing or the parent signature is
missing (for dependent students).
b) For
FOTW, perform a check of the Name/DOB/SSN combination entered
against the Social Security Administration’s database and
prohibit submission if SSA confirmation fails.
c)
Crosscheck the state listed in the mailing address and the state
identified in the residency question. If they do not match give
the student a pop-up warning message to have the student double
check their information and confirm its accuracy to override the
warning message.
Rationale:
There
are large numbers of students who are denied state aid due to a
missing signature or social security number issues. There are
many inconsistencies between the student’s mailing address
and the listed state of residence which requires the states to
either deny aid or spend additional time tracking down the student
to confirm residency.
d) Build
in a calculator for FOTW to estimate taxes paid.
Rationale:
It would
be helpful to provide a calculator/tool that calculates an
estimate for “taxes paid” for the applicants who have
not yet completed their tax returns when filing their FAFSA.
There is a worksheet that “pops up” to add up the
items for a total AGI estimate, but there is not help available to
estimate taxes paid. Applicants too often then just add up taxes
withheld from the W-2 form and use that as an estimate of taxes
paid.
e)
Provide information advising students of the “processing
time” between e-filing income tax returns and when that
information is accessible to interface with the FAFSA application.
Rationale:
The instructions on interfacing
with the IRS are unclear. Although students now have an option to
skip that feature, perhaps a required date field could be added,
noting the date the tax return was processed. If that date is
within the required IRS processing time period, the system would
then provide an option to interface with the FAFSA. At a minimum,
information advising customers of the “processing time”
between e-filing income tax returns and when that information is
accessible to interface with the FAFSA application would be
helpful.
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a) Resolved
b)
Resolved
No
Change
c)
Resolved
No
Change
d)
Resolved
No
Change
e)
Resolved
No Change
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a) Beginning in 2013-2014, FAFSA on
the Web will more strongly encourage electronic signatures.
However, not every person has the ability to sign the application
electronically, so the Department has to provide an option for
those applicants to sign as well.
b)
Federal Student Aid and the Social Security Administration do not
currently have real-time match capabilities.
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During the FOTW-renewal process, a
student is prompted to review the existing information from
previous years. When the student gets to question “What will
be your high school completion status?” It does not allow
students to populate the high school name, city, state and code.
With one of the new verification items for the 2013-2014 award
year being the High School Completion Status, this may cause many
students to be pulled for verification.
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Resolved
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The 2013-2014 FAFSA on the Web will
require all applicants who indicate they have or will have a high
school diploma to provide the name, city and state of the high
school. If the applicant is renewal-eligible and has not answered
the question before, he or she will be prompted to answer the
question on his or her renewal application.
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I often help students fill out their
FAFSA on the website and I have noticed that when students are
asked the question about whether they have filed taxes there is
some confusion. They often will check off that they “Recently
Filed” rather than “Already Filed” but they have
no idea that checking such an option will take them out of the
running for doing the IRS Retrieval. Could we change this option
to, “Recently Filed (in the past 2 weeks)” instead?
Also, the very next question on the FAFSA needs to be answered as
“None of the Above” or else the IRS Retrieval will not
be available either. These two roadblocks make it so much more
confusing than it needs to be. Certainly, we want as many
students opting for the IRS Retrieval as possible!!!
|
Resolved
Duplicate
|
Refer to Comment #2.
|
|
Comments 22-56 have been submitted by
one organization
|
|
|
-
|
Page 2, Notes, Q22
Need to
add language that advises the male applicant he can register by
answering this question if he has not done so already.
Insert
new sentence #3 as follows:
If you are a male between the ages
of 18 and 25 and have not already registered, we will register you
if you request.
|
Resolved No Change
|
Spacing limitations prevent this
inclusion on the paper FAFSA. However, this specific information
is currently provided in the Help text in FAFSA on the Web.
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-
|
Page 3, Q23
Seems to
be some discrepant guidance in the drug offense question. Sentence
1 asks if the applicant was convicted of an offense that occurred
while he was receiving Title IV aid. Alternatively, sentence 2
tells the applicant to answer “no” if they never had a
conviction while you were receiving aid. Student eligibility is
based on when the offense occurred, not on when the conviction
took place.
Update
Sentence 2 as follows:
Answer “No” if you have
never received federal student aid or if you have never had a drug
conviction for an offense that occurred while receiving federal
student aid.
|
Resolved
Forwarded to appropriate business
unit
|
The application describes the rules
according to the current HEA. The comment has been forwarded to
the appropriate business unit that reviews policy recommendations.
|
-
|
Page 4, Instructions, Q38 & 39
(and Q86 & 87)
This
section now says for wages: “…may be on the W-2
forms (Box 5)…”
Using
Box 5 may yield inaccurate results for the following reasons:
•Tax
filers completing the FAFSA have the option of using either line
items from the tax return OR W-2 amounts. Line 7 from the 1040
uses box 1 from the W-2. If we change the instructions to box 5,
some applicants may use line 7 (essentially box 1) and others will
use box 5.
•Box
5 typically is a higher amount because it includes total
compensation, including contributions to 401(k) plans. Balances
of retirement plans are not counted in the EFC, and thus the
contributions to make such balances should be excluded as well.
•Box
5 is designated as “Medicare wages” – box 3 is
“Social Security wages.”
Update
as follows:
This information may be on the W-2
forms (Box 1), or on IRS Form 1040 – line 7 + 12 + 18…
|
Resolved
|
The Department has decided to remove
the reference to Box 5 and return to the 2012- 2013 language that
just states W-2’s. The reference to Box 1 may include
elective deferrals and for reasons listed in the comment, Box 5
may not be appropriate.
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-
|
Page 4, Q38 & 39
Page 7,
Q86 & 87
“If
any individual earning item is negative, do not include that item
in your calculation.” What individual earning amount is
this referencing – the line item or the total?
Does
that mean if a 1040 has the following amounts:
Line 7 =
$400
Line 12
= ($1000)
Line 18
= $0
Would
that equal $0 (because the total earning amount is negative) or
$400 (because line 12 is negative, and thus, excluded)?
Replace
with the following suggested text, adapted from the sidebar on
page AVG-12 in the 12-13 FSA Handbook:
“If any individual tax line
is negative, do not include that item in your calculation.”
|
Resolved
No Change
|
The Department believes the current
language provides adequate guidance. The text proposed is
regarding income, not taxes. The suggested “tax line”
language can mislead the applicants.
|
-
|
Page 5, Instructions, Q44i & 92i
ED chose
not to include line 25 of a 1040 for the HSA deduction (although
they do reference the first-time home buyer tax credit.)
Insert
the following, adapted from the sidebar on page AVG-19 in the
12-13 FSA Handbook:
“Also include the tax-free
contributions to health savings accounts from IRS Form 1040 –
line 25 and first-time homebuyer tax credit from IRS Form
1040—line 67.”
|
Resolved Duplicate
|
See Comment #12e.
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-
|
Page 5, Q43f
Page 7,
Q91f
We
should specify that a “cooperative education program”
is not the same as “federal work-study.”
Insert
the following:
Earnings from work under a
cooperative education program offered by a college. (Cooperative
education programs are not the same as federal work-study
positions.)
|
Resolved
No Change
|
The Department believes the current
language provides adequate guidance.
|
-
|
Student Aid Report, Page 1, First
Checkbox 1
Recommend
text be added to address using the IRSDRT to make any necessary
corrections.
Add a
new third sentence:
If you filed a federal tax return,
you should access your FAFSA data online at fafsa.gov, and use the
IRS Data Retrieval Tool to make the necessary corrections.
|
Resolved
|
The Department cannot use the text
recommended because it may not apply to all applicants. Some
applicants who receive this comment have already used the IRS DRT,
while others aren’t eligible to use it for various reasons.
However, messaging will be added to FAFSA on the Web for 2013-2014
to strongly encourage those applicants who estimate their
financial information to return later and utilize the IRS Data
Retrieval Tool.
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-
|
Student Aid Report, Page
1, Second Checkbox 1
A 0 EFC
should equate to a Pell Grant of $5550, not the $5350 as stated on
the SAR. Also, not all colleges offer other grants, loans or
work-study.
Suggest
the following:
Based on your EFC it appears that
you may be eligible for a Federal Pell Grant of up to $5550, in
addition to other grants, low-interest student loans, and
work-study opportunities that may be available.
|
Resolved
No Change
|
The Pell Grant amount currently
displayed is a place holder. The correct amount will display on
Pell-eligible SARs.
|
-
|
Student Aid Report, Page
3, Checkbox 2
Also
need to note the IRSDRT process for making corrections.
Add a
new third sentence:
If you filed a federal tax return,
you should use the IRS Data Retrieval Tool to make the necessary
corrections.
|
Resolved
No Change
|
Refer to Comment #28.
|
-
|
Student Aid Report, Page 7,
Instructions, Q38 & 39
The
instructions don’t match the FAFSA. Need to determine which
instructions are more accurate and make them match.
Insert
the following at the end of the instructions:
“If any individual tax line
is negative, do not include that item in your calculation.”
|
Resolved
No Change
|
Refer to Comment #25.
|
-
|
Student Aid Report, Page
10V and 10Q
It is
unclear which page 10 students will receive in the SAR and whether
the text on the bottom half of these different versions need to
match. Therefore, we propose the following options (32a and 32b)
to ensure the signature block is complete, accurate and clear.
a)
Should this match the statement
of educational purpose on the FASFA? Need to determine which one
is more accurate and make them match.
Substitute existing text with
the following:
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.
By
signing this application I certify that all of the information I
provided is true and complete to the best of my knowledge and I
agree, if asked, to provide information that will verify the
accuracy of my completed form. This information may include U.S.
income tax forms that I, or my family, are required to file. Also,
I certify that I understand that the Secretary of Education has
the authority to verify the information I reported with the
Internal Revenue Service and other federal agencies. If I sign any
document related to the federal student aid programs
electronically using a personal identification number (PIN), I
certify that I am the person identified by the PIN and have not
disclosed that PIN to anyone else. If I purposely give false or
misleading information, I may be fined up to $20,000, sent to
prison, or both.
b) Replace the term tax form with
tax transcript for accuracy. Schools are permitted to request tax
returns only in limited circumstances.
If I am asked, I agree to give
proof that my information is correct. The proof might include a
copy of my 2012 U.S. Income Tax Transcript or my W-2 form(s).
|
Resolved
No Change
|
a) The statement signed on the FAFSA
and the statement signed on the SAR are intended to be different.
The statement on the FAFSA is prior to submission of the
application, while the statement on the SAR is signed after the
application has been processed and only if corrections are made.
Furthermore, the certification statement on page 10 of the SAR
varies depending on whether the application was processed
successfully (applicants receive page 10V) or if there are issues
with the application that need to be resolved (applicants receive
version 10Q).
b) The certification statement
applies to all students, regardless of whether or not they are
selected for verification. Since the text is not specific to
those selected for verification and schools have the right to ask
for whatever documents they choose when a student isn’t
selected (and can ask for more than what’s required when a
student is selected), the Department prefers to keep the current
language.
|
-
|
Page 1, Applying by the Deadlines,
paragraph 3
Reword
as noted for clarity.
Revise
as follows:
Check with your high school or the
financial aid office at your institution about sources of state
and college aid and their application deadlines. Be aware that
college student aid deadlines may be earlier than state aid
deadlines.
|
Resolved
No Change
|
The Department is evaluating the text
suggested.
The
comment has been forwarded to the appropriate business unit to
review recommendations.
|
-
|
Page 1, Using Your Tax Return,
paragraph 1, sentence 2
Completing
a return is not the same as filing the return.
Revise
as follows:
If you have not yet filed your tax
return, you can complete the FAFSA using estimated information,
and correct the FAFSA after you have filed the return.
|
Resolved
No Change
|
The Department believes the current
language provides adequate guidance. “Completion” is
the term used because an applicant can use information on a
completed tax return even before he or she files the tax return.
|
-
|
Page 2, Notes, Q34 & 81
Change
“…a person…” to “you” for
consistency with other sections.
Elimination
of duplicative explanation of eligibility to use the 1040A and
1040 EZ tax forms
Revise
as follows:
In general, you are eligible to
file a 1040A or 1040 EZ if you make less than $100,000, do not
itemize deductions, do not receive income from your own business
or farm, do not receive alimony. and are not required to file
Schedule D for capital gains.
|
Resolved
No Change
|
The Department believes the current
language provides adequate guidance. The language used at the
beginning is different to explain what the rule is. Once that
information is explained, the language shifts to “you”
to refer to the applicant.
|
-
|
Page 2, Notes, Q37 & 85
Change
“…a person…” to “you” for
consistency with other sections.
Revise
as follows:
If you filed a 1040EZ, and did not
check either box on line 5, you must enter 01 if you are single,
or 02 if you are married. If you checked either the “you”
or “spouse” box on line 5, use 1040EZ worksheet line F
to determine the number of exemptions ($3,700 equals one
exemption.)
|
Resolved
No Change
|
The Department believes the current
language provides adequate guidance.
|
-
|
Page 2, Notes, Q41, 42, 89 & 90,
paragraph 3, sentences 2 & 3
Investments
also include… section. Provide less complicated
instructions relative to dependent and independent students.
Revise
as follows:
For an
independent student who does not report parental information….
For a dependent student who must
report parental information…
|
Resolved No Change
|
The Department believes the current
language provides adequate guidance.
|
-
|
Page 2, Notes, Q48
Delete
the “s” from “Reserves” in all occurrences
in both paragraphs
Replace the word “Reserves”
with the word “Reserve.”
|
Resolved
|
In this section the Department will
keep references to “Reserves” and will instead add an
“s” to the end of the word “Reserve” in
the Q49 section.
|
-
|
Page 2, Notes, Q48
Define
Armed Forces here since this is the first time the term is
addressed on the page.
Revise
as follows:
Answer “Yes” if you are
currently serving in the U.S. Armed Forces (Army, Navy, Air Force,
Marines or Coast Guard) or are a National Guard or Reserve
enlistee called to active duty….
|
Resolved
|
The Department will define “Armed
Forces” the first time it appears in the Q22 section.
|
-
|
Page 2, Notes, Q49, paragraph 1, last
sentence
Correct
awkward wording.
Revise
as follows:
Also answer “Yes” if
you will be a veteran by June 30, 2014.
|
Resolved
No Change
|
The Department believes the current
language is correct and provides adequate guidance.
|
-
|
Page 2, Notes, Q49
Combine
the last two paragraphs into a single paragraph so as to match the
formatting of first paragraph.
Revise
as follows:
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, (3) are a National Guard or
Reserve enlistee activated only for state or training purposes, or
(4) were engaged in active duty in the U.S. Armed Forces but
released under dishonorable conditions. Also answer “No”
if you are currently serving in the U.S. Armed Forces and will
continue to serve through June 30, 2014.
|
Resolved
No Change
|
|
-
|
Page 3, Q8
Change
the “N” in Number to lower case.
Your Social Security number
|
Resolved
No Change
|
|
-
|
Page 3, Q26
The term
“school year” confuses applicants and is not defined
as either an academic year or an award year
Update
Sentence 1 as follows:
When you attend college in
2013-2014, what will be your high school completion status?
|
Resolved
No Change
|
The Department believes the current
language is correct and provides adequate guidance.
|
-
|
Page 4, Q29
Suggest
same change as on Q26, noted above.
Revise
as follows:
When you attend college in
2013-2014, what will be your grade level?
|
Resolved
No Change
|
The Department believes the current
language is correct and provides adequate guidance.
|
-
|
Page 4, Q30
Suggest
same change as on Q26, noted above.
Review
as follows:
When you attend college in
2013-2014, what degree or certificate will you be working on?
|
Resolved
No Change
|
The Department believes the current
language is correct and provides adequate guidance.
|
-
|
Page 5, Instructions, Step Three
“Once
you answer ‘Yes’ to any…” This makes it
sound like if the student gets to one yes, they can skip the rest
of the questions.
Revise
as follows:
If you answer “Yes” to
any of the questions in this step, skip Step Four and go to Step
Five on page 8.
|
Resolved
No Change
|
The Department believes the current
language is correct. Once the student answers “Yes”
to one of the dependency questions, the Central Processing System
is able to determine the dependency status.
|
-
|
Page 6, Instructions, Q60
Change
the “N” in Number to lower case. Also change “date
of birth” to birth date for simplicity.
Revise
as follows:
What are
the Social Security numbers, names and birth dates of the parents
reporting information on this form?
If your parent does not have a
Social Security number,…
|
Duplicate
|
Refer to Comment #42.
|
-
|
Page 6, Q 72, Third Bullet
For
clarity (a) and (b) should be indented under the introductory
statement as noted.
Revise
as follows:
…your
parents’ other children if:
- your
parents will provide more than half of their support between July
1, 2013 and June 30, 2014, or
- the children could answer “No”
to every question in Step Three on page 5 of this…
|
Resolved
No Change
|
The Department believes the current
language is correct. The suggestion reflects a stylistic
preference.
|
-
|
Page 6, Instructions, Q74-78
Page 8,
Instructions, Q95-99
Instructions
for the federal means-tested benefits questions no longer explain
that SNAP is the new name for food stamps; there is no reference
to food stamps at all.
Revise
instructions by adding a new sentence four:
Mark all that apply. Answering
these questions will not reduce eligibility for student aid or
these programs. TANF may have a different name in your parents’
state. Also note that SNAP refers to food stamps.
|
Resolved
No Change
|
The 2012/2013 FAFSA instructions
indicated “Supplemental Nutrition Assistance Program (SNAP)
is the new name for Food Stamps.” For 2013/2014, this text
was removed because the name change is no longer new. The program
is called Supplemental Nutrition Assistance Program (SNAP).
|
-
|
Page 7, Q88
Delete the extra space between Q87
and Q88.
|
Resolved
No Change
|
The paper FAFSA does not have an extra
space between Q87 and Q88.
The text aligns with the boxes on the right.
|
-
|
Page 8, Q93
Place
the spouse on a separate line from the student for clarity.
Revise
as follows:
Include:
• yourself,
• your
spouse, if you are not separated, divorced or widowed,
• your
children, if you will provide more than half of their support
between July 1, 2013 and June 30, 2014, 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 between
July 1, 2013 and June 30, 2014.
|
Resolved
No Change
|
The Department believes the current
language is correct. The suggestion reflects a stylistic
preference.
|
-
|
Page 10, Instructions How can I have
more colleges…
Update
to match the enhancements shared by Department staff at the NASFAA
conference. Some students may not automatically receive a PIN if
they didn’t provide a valid email address and will instead
have to apply for one. Also, applicants may be confused as to
which button to press now at fafsa.gov, since now there will be
two.
Revise
as follows:
1. Use the Federal Student Aid PIN
and go to FAFSA on the Web at www.fafsa.gov. Click the “Login”
button to log in and then select the “Make FAFSA
Corrections” link.
|
Resolved
|
The second sentence will be changed
to: Click the “Login” button on the home page to log
in to FAFSA on the Web, then click “Make FAFSA Corrections.”
|
-
|
SAR, Page 1, paragraph 2, sentence 2,
Federal Student
Amend
second sentence to reference the financial aid package.
Revise
as follows:
Your financial aid package may
include grants….
|
Resolved
No Change
|
The Department believes the current
language is correct and provides adequate guidance. The text
suggested cannot be used because it would change the definition of
what is being described.
|
-
|
Page 1, paragraph 3, sentence 3 For
more information…
The link
to the website that is currently listed does not work.
Replace
website link as follows:
http://studentaid.ed.gov/resources/loan-grant-fact-sheets.
|
Resolved
|
The updated link is:
StudentAid.gov/aidInfo
|
-
|
Page 3, Checkbox 1, sentence 2
Revise
as noted to provide more accurate guidance.
Revise
as follows:
You must contact the financial aid
office at your school to resolve this issue.
|
Resolved
No Change
|
The Department is evaluating the text
suggested. The comment has been forwarded to the appropriate
business unit to review recommendations.
|
-
|
Page 4, Summary of Federal Student
Loans, paragraph 3, sentence 2
Curious as to
why ED continues to use the 5% rate when 6.8% would provide a more
accurate and realistic picture.
|
Resolved
No Change
|
The interest rates are based on the
legislation. The percentage used in this section is only an
example.
|