Integrated Postsecondary Education Data System (IPEDS) 2022-23 through 2024-25

Integrated Postsecondary Education Data System (IPEDS) 2022-23 through 2024-25

Student Financial Aid Package 2022-23 through 2024-25_30

Integrated Postsecondary Education Data System (IPEDS) 2022-23 through 2024-25

OMB: 1850-0582

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Integrated Postsecondary Education Data System (IPEDS) 2022-23 through 2024-25





Student Financial Aid (SFA)







OMB No. 1850-0582 v.30















Submitted by:

National Center for Education Statistics (NCES)

Institute of Education Sciences

U.S. Department of Education



February 2022

Student Financial Aid Package 2022-23 through 2024-25 Data Collections







Changes for 2022-23

Throughout the materials, additions are indicated in red, deletions are indicated in red strikethrough.

General

Minor edits

Minor edits to wording/text as indicated.

Changes in federal student aid

Updates based on changes to federal student aid policy. Some programs have been removed or added from federal student aid.

FAQs

New FAQs were added to clarify concepts.

Public Institutions

Clarification of which tuition should be used

Clarification that public institutions should report the lower of in-state or in-district tuition

Academic & Program Reporters with Undergraduate Students

Parts A & B

Addition of degree/certificate-seeking and non-degree/certificate-seeking breakdowns in Parts A and B to allow for a better calculation of the Percentage of students receiving Federal Pell Grants.


Questions with varied applicability

Some questions are not applicable to all institutions. Please see the table below for information. In the materials below, variability is indicated with [purple].

Academic Reporters form

Part A., Part C Page 2., Part D, Part E.

Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only


Part C. Page 1.

Applicable to public institutions only

Cost of Attendance, Net Price Calculation for Group 3, Net Price Calculation for Group 4

In-district, In-state, and Out-of-State breakdowns applicable to public institutions only

Public Reporters Form

Part A., Part C Page 2., Part D, Part E.

Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only



Years that change across the 3 years of clearance

Dates change for some elements depending on the collection year. Please see the table below for information. Dates currently included throughout the materials are for the 2022-23 data collection and are highlighted in green.

Academic Reporters form

Parts A., B., C., D., E.

Most recent Fall

Collection Year 2022-23: Fall 2021

Collection Year 2023-24: Fall 2022

Collection Year 2024-25: Fall 2023

Prior Fall

Collection Year 2022-23: Fall 2020

Collection Year 2023-24: Fall 2020

Collection Year 2024-25: Fall 2022

Part B., C (p. 2)., D., E.

Academic year

Collection Year 2022-23: 2021-22

Collection Year 2023-24: 2022-23

Collection Year 2024-25: 2023-24

Cost of attendance, Parts D., E., F., G.

3 years of data

Collection Year 2022-23: 2019-20, 2020-21, 2021-22

Collection Year 2023-24: 2020-21, 2021-22, 2022-23

Collection Year 2024-25: 2021-22, 2022-23, 2023-24

Program Reporters form

Part A.

Most recent reporting period for enrollment

Collection Year 2022-23: July 1, 2021-June 30, 2022

Collection Year 2023-24: July 1, 2022-June 30, 2023

Collection Year 2024-25: July 1, 2023-June 30, 2024

Prior year reporting period

Collection Year 2022-23: 2020-2021

Collection Year 2023-24: 2021-2022

Collection Year 2024-25: 2022-2023

Part B., C (p. 2)., D., E.

Period for aid awarded

Collection Year 2022-23: July 1, 2021-June 30, 2022

Collection Year 2023-24: July 1, 2022-June 30, 2023

Collection Year 2024-25: July 1, 2023-June 30, 2024

Academic year

Collection Year 2022-23: 2021-22

Collection Year 2023-24: 2022-23

Collection Year 2024-25: 2023-24

Part C (p. 2)

Period for aid awarded

Collection Year 2022-23: July 1, 2021 through June 30, 2022

Collection Year 2023-24: July 1, 2022 through June 30, 2023

Collection Year 2024-25: July 1, 2023 through June 30, 2024

Cost of attendance, Parts D., E., F., G.

3 years of data

Collection Year 2022-23: 2019-20, 2020-21, 2021-22

Collection Year 2023-24: 2020-21, 2021-22, 2022-23

Collection Year 2024-25: 2021-22, 2022-23, 2023-24

All Forms

Section II

Post-9/11 GI Bill Benefits

Collection Year 2022-23: July 1, 2021 - June 30, 2022

Collection Year 2023-24: July 1, 2022 - June 30, 2023

Collection Year 2024-25: July 1, 2023 - June 30, 2024

Department of Defense Tuition Assistance Program

Collection Year 2022-23: October 1, 2021 - September 30, 2022

Collection Year 2023-24: October 1, 2022 - September 30, 2023

Collection Year 2024-25: October 1, 2023 - September 30, 2024

Student Financial Aid Screens for Institutions Reporting on a Fall Cohort (Academic Reporters)

Overview

IPEDS Student Financial Aid Component Overview – Academic Reporters

Welcome to the Student Financial Aid (SFA) component. The purpose of the SFA component is to collect information about financial aid provided to various groups of undergraduate students and military/veteran educational benefits for all students at your institution.

Data Reporting Reminders:

  • Report data to accurately reflect the time period corresponding with the IPEDS survey component, even if such reporting is seemingly inconsistent with prior-year reporting.

  • Undergraduate Student Groups

You will be asked to report information for different groups of students.

    • Group 1: All undergraduate students

    • Group 2: Of Group 1, full-time, first-time degree/certificate-seeking students (FTFT)

    • Group 3: Of Group 2, FTFT students who paid the lower of in-state/in-district tuition rate and were awarded any grant/scholarship aid from the federal government, state/local government, or the institution

    • Group 4: Of Group 2, FTFT students who paid the lower of in-state/in-district tuition rate and were awarded any Title IV federal student aid

  • COA Revisions

Revisions to Cost of Attendance (COA) used to calculate the net price of attendance can be made in this component.

Consult the instructions and screens to make sure you are reporting the correct aid amounts for the correct groups of students.

  • College Affordability and Transparency Lists

Net price amounts calculated in SFA will be used to populate the U.S. Department of Education’s College Affordability and Transparency lists.

  • Interactive Edits and Error Messages

SFA contains interactive edits that will check for blank fields, invalid values, or values that fall outside expected ranges. Some error messages will require you to confirm or explain the values that you entered. Some error messages are fatal and will require you to contact the IPEDS Help Desk at (877) 225-2568 for resolution.

  • Context Boxes

You will find optional text boxes throughout SFA. Context boxes allow you to provide more information about the data you enter. Some of these context boxes may be made available to the public on College Navigator, so make sure that the information you enter can be understood easily by students, parents, and the general public.


Changes in reporting:


The following changes were implemented for the 2022-23 data collection period:

  • Degree/certificate-seeking and non-degree/certificate-seeking data items were added in Parts A and B to disaggregate financial aid award amounts reported in Part B by these student categories.

  • New FAQs were added to clarify concepts.

  • Minor wording changes were made for clarification.


Resources:

  • To download the survey materials for this component: Survey Materials

If you have questions about completing this survey, please contact the IPEDS Help Desk at 1-877-225-2568.




Section 1: Part A

Part A - Establish Your Groups [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]


Reporting Reminders:

  • Part A establishes the number of students in various groups. Note that the numbers on this screen will be carried forward to other parts of the Student Financial Aid component.

  • In the fields below, report the number of students in each of the following groups.



Fall 2021

YOUR PRIOR YEAR DATA

Fall 2020

01

Group 1

All undergraduate students

Shape1



01a

Of those in Group 1, those who are degree/certificate-seeking

Shape2



01b

Of those in Group 1, those who are non-degree/certificate-seeking

(Line 01 – Line 01a)



02

Group 2

Of those in Group 1, those who are full-time, first-time degree/certificate-seeking

Shape3



02a

Of those in Group 2, those who were awarded any Federal Work Study, loans to students, or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution

Shape4



02b

Of those in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution

Shape5


03

Group 3

Of those in Group 2, those paying the lower of in-state or in-district tuition rate who were awarded grant or scholarship aid from the federal government, state/local government, or the institution

Shape6


04

Group 4

Of those in Group 2, those paying the lower of in-state or in-district tuition rate who were awarded any Title IV federal student aid

Shape7





Section 1: Part B


Reporting Reminders:

  • Group 1 students are ALL undergraduate students (including first-time students) enrolled in Fall 2021.

  • For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

  • All undergraduate students enrolled in Fall 2021 for the 2021-22 academic year as defined by the institution

  • Grant or scholarship aid from:

  • federal government

  • state/local government

  • the institution

  • other sources known to the institution

  • Loans to students from:

  • the federal government

  • Any time during academic year 2021-22

  • In the fields below, report the number of Group 1 students and the total amount of aid awarded to these students for each type of aid.


Information from Part A

Fall 2021







Group 1: All undergraduate students

(This number is carried forward from Part A, Line 01.)








Of those in Group 1, those who are degree/certificate-seeking

(This number is carried forward from Part A, Line 01a.)








Of those in Group 1, those who are non-degree/certificate-seeking

(This number is carried forward from Part A, Line 01b.)















Aid Type

2021-22

All undergraduate students (Group 1)

All degree/certificate-seeking undergraduates

All non-degree/certificate-seeking undergraduates

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

Average amount of aid awarded (Col. 3/Col. 1)

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

Average amount of aid awarded (Col. 7/Col. 5)

Number of students awarded aid

(Col. 1 – Col. 5)

Percentage of students receiving aid

Total amount of aid awarded (Col. 3 – Col. 7)

Average amount of aid awarded

Col. 1

Col. 2

Col. 3

Col. 4

Col. 5

Col. 6

Col. 7

Col. 8

Col. 9

Col. 10

Col. 11

Col. 12

01

Grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution (Do NOT include federal student loans)

Shape8


Shape9


Shape10


Shape11







02 Federal Pell Grants

Shape12


Shape13







03

Federal student loans

Shape14


Shape15








You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).


Shape16







Section 1: Part C, Page 1

Part C, Page 1 - Enter Information about Group 2 [Applicable to public institutions only]

Reporting Reminders:

  • Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2021.

  • In the fields below, report the number of Group 2 students paying in-district, in-state, and out-of-state tuition rates. If your institution does not offer different rates, report all students as paying in-state tuition rates.


Information from Part A

Fall 2021

Group 2: Full-time, first-time degree/certificate-seeking undergraduates

(This number is carried forward from Part A, Line 02)



Group 2 students:



YOUR PRIOR YEAR DATA

Fall 2021

Fall 2020

Number of Group 2 students

Percentage of Group 2 students

Percentage of Group 2 students

01

01a

paying in-district tuition rates

Shape17


Shape18


01b

paying in-state tuition rates

Shape19


Shape20


01c

paying out-of-state tuition rates

Shape21


Shape22


01d

Unknown (calculated value)

This value is calculated using the following formula:

[A02-(C01a+C01b+C01c)]





Section 1: Part C, Page 2

Part C, Page 2 - Enter Information about Group 2 [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]


Reporting Reminders:

  • Part C includes financial aid information about Group 2. Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2021.

  • For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2021 for the 2021-22 academic year as defined by the institution

  • Grant or scholarship aid from:

  • federal government

  • state/local government

  • the institution

  • Loans to students from:

  • the federal government

  • other sources, including private or other loans

  • Do not include:

  • grant or scholarship aid from private or other sources

  • PLUS loans or loans made to anyone other than the student

  • Any time during academic year 2021-22

  • For program reporters, this is the aid year period from July 1, 2021 through June 30, 2022.




  • In the fields below, report the number of Group 2 students and the total amount of aid awarded to these students for each type of aid. Enter unduplicated student counts within a category (e.g., Federal Pell Grants). However, a student can appear in more than one aid category.


Information from Part A

Fall 2021

Group 2: Full-time, first-time degree/certificate-seeking undergraduates

(This number is carried forward from Part A, Line 02)


Group 2a: (This number is carried forward from Part A, Line 02a)

  • Of those in Group 2, those who were awarded:

  • Federal Work Study

  • Loans to students

  • Grant or scholarship aid from the federal government, state/local government, or the institution

  • Other sources known to the institution


Group 2b (This number is carried forward from Part A, Line 02b)

  • Of those in Group 2, those who were awarded:

  • Loans to students

  • Grant or scholarship aid from the federal government, state/local government, or the institution


Group 3 (This number is carried forward from Part A, Line 03)

  • Of those in Group 2, those who paid the lower of in-state or in-district tuition rate and were awarded:

  • Grant or scholarship aid from the federal government, state/local government, or the institution



Aid Type


YOUR PRIOR YEAR DATA

Fall 2021

Fall 2020

Number of Group 2 students who were awarded aid

Percentage of Group 2 students who were awarded aid

Total amount of aid awarded to Group 2 students

Average amount of aid awarded to Group 2 students

Average amount of aid awarded to Group 2 students

01

Grants or scholarships from the federal government, state/local government, or the institution

Shape23





02

Federal grants

Shape24





02a

Federal Pell Grants

Shape25


Shape26



02b

Other federal grants

Shape27


Shape28



03

State/local government grants or scholarships

(includes fellowships/tuition waivers/exemptions)

Shape29


Shape30



04

Institutional grants or scholarships

(includes fellowships/tuition waivers/exemptions)

Shape31


Shape32



05

Loans to students

Shape33





05a

Federal loans

Shape34


Shape35



05b

Other loans (including private loans)

Shape36


Shape37




You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).

Shape38




Section 1: Comparison Chart

Comparison Chart


Reporting Reminders:

  • Based on the information reported on the previous screens for Group 1 (all undergraduates) and Group 2 (full-time, first-time degree/certificate-seeking undergraduates), this comparison chart seeks to help institutions check their reported data. Assuming that the information on Groups 1 and 2 is correct, then the calculated fields for ‘All Other Undergraduates’ should be the balance (Group 1 minus Group 2). If the balance does not check with your institution’s calculations, please correct your reported numbers for Groups 1 and 2 before moving forward with the completion of the SFA survey component.

Note:

  • Data for the 'All Other Undergraduates' will appear in the IPEDS Data Center for data users, but not in College Navigator.



Fall 2021

Academic Year 2021-22

Academic Year 2021-22


Number of students

Federal Pell Grants

Federal Student Loans

01

Group 1 (all undergraduates)




02

Number of students who were awarded aid




03

Percentage who were awarded aid




04

Total amount of aid awarded




05

Average amount of aid awarded




06

Group 2 (Full-time, first-time undergraduates)




07

Number of students who were awarded aid




08

Percentage who were awarded aid




09

Total amount of aid awarded




10

Average amount of aid awarded




11

All other undergraduates (Line 01 - Line 06)




12

Number of students who were awarded aid

(Line 02 - Line 07)




13

Percentage who were awarded aid

(Line 12/Line 11)




14

Total amount of aid awarded

(Line 04 - Line 09)




15

Average amount of aid awarded

(Line 14/Line 12)







Section 1: Cost of Attendance

Cost of attendance for full-time, first-time undergraduate students [In-district, In-state, and Out-of-State breakdowns applicable to public institutions only]

Reporting Reminders:

  • Please enter the amounts requested below. These data will be made available to the public on College Navigator. If your institution participates in any Title IV programs (Federal Pell Grant, Federal Direct Loan Stafford, etc.), you must complete all information.

  • Estimates of expenses for books and supplies, room and board, and other expenses are those from the Cost of Attendance report used by the financial aid office in determining financial need. Please talk to your financial aid office to get these numbers to ensure that you are reporting correctly.

  • These numbers are carried forward from Institutional Characteristics and should only be changed if an error was made in the reporting.

Charges for full academic year

2019-20

2020-21

2021-22

Published tuition and required fees:

In-district




Tuition

Shape39

Shape40

Shape41

Required fees

Shape42

Shape43

Shape44

Tuition + fees total




In-state




Tuition

Shape45

Shape46

Shape47

Required fees

Shape48

Shape49

Shape50

Tuition + fees total




Out-of-state




Tuition

Shape51

Shape52

Shape53

Required fees

Shape54

Shape55

Shape56

Tuition + fees total








Books and supplies

Shape57

Shape58

Shape59

On-campus:

Room and board

Shape60

Shape61

Shape62

Other expenses

Shape63

Shape64

Shape65

Room and board and other

Expenses




Off-campus (not with family):

Room and board

Shape66

Shape67

Shape68

Other expenses

Shape69

Shape70

Shape71

Room and board and other

Expenses




Off-campus (with family):

Other expenses

Shape72

Shape73

Shape74





Section 1: Part D

Part D - Enter Information about Group 3 [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]


Reporting Reminders:

  • Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2021 paying the lower of in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. The information you report in this part will be used in Part F to calculate average institutional net price.

  • For this part, report:


For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2021 for the 2021-22 academic year as defined by the institution paying the lower of in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

  • Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid

  • Grant or scholarship aid from:

  • federal government

  • state/local government

  • the institution

  • Loans to students from:

  • the federal government

  • other sources, including private or other loans

  • Do not include:

  • grant or scholarship aid from private or other sources

  • PLUS loans or loans made to anyone other than the student

  • Any time during academic year 2021-22


  • In the fields below, report the number of Group 3 students with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students.

Information from Part A:

YOUR PRIOR YEAR DATA

2019-20

YOUR PRIOR YEAR DATA

2020-21

2021-22

Group 3

Full-time, first-time degree/certificate-seeking undergraduate students paying the lower of in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

(This number is carried forward from Part A, Line 03)

Shape75

Shape76


01

Report the number of Group 3 students with the following living arrangements:

YOUR PRIOR

YEAR DATA

YOUR PRIOR YEAR DATA


2019-20

2020-21

2021-22


01a

On-campus

Shape77

Shape78

Shape79


01b

Off-campus (with family)

Shape80

Shape81

Shape82


01c

Off-campus (not with family)

Shape83

Shape84

Shape85


01d

Unknown (calculated)

This value is calculated using the following formula:

[A03-(D01a+D01b+D01c)]




02

Report the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students

Shape86

Shape87

Shape88

03

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students (calculated value). This value is calculated using the following formula: [D02/A03]





You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).

Shape89



Section 1: Part E

Part E – Enter Information about Group 4 [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]


Reporting Reminders:

  • Part E includes financial aid information about Group 4. undergraduate students enrolled in Fall 2021 paying the lower of in-state or in-district tuition rate who were awarded any Title IV federal student aid, including federal grants or federal student loans. The information you report in this part will be used in Part G to calculate average institutional net price by income level.

  • For this part, report:


For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time degree/certificate-seeking undergraduate students enrolled Fall 2021 for the 2021-22 academic year as defined by the institution paying the lower of in-state or in-district tuition rate who were awarded any Title IV federal student aid

  • Grant or scholarship aid from:

  • federal government

  • state/local government

  • the institution

  • Do not include:

  • grant or scholarship aid from private or other sources

  • loan amounts

  • Federal Work Study amounts

  • Student who received HEERF grants only.

  • Any time during academic year 2021-22

  • In the fields below, report the number of Group 4 students with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students by income level.


Information from Part A:

YOUR PRIOR YEAR DATA

2019-20

YOUR PRIOR YEAR DATA

2020-21

2021-22

Group 4

Full-time, first-time degree/certificate-seeking undergraduate students paying the lower of in-state or in-district tuition rate who were awarded any Title IV federal student aid

(This number is carried forward from Part A, Line 04)

Shape90

Shape91


01

Report the number of Group 4 students with the following living arrangements:

YOUR PRIOR

YEAR DATA

YOUR PRIOR YEAR DATA


2019-20

2020-21

2021-22


01a

On-campus

Shape92

Shape93

Shape94


01b

Off-campus (with family)

Shape95

Shape96

Shape97


01c

Off-campus (not with family)

Shape98

Shape99

Shape100


01d

Unknown (calculated)

This value is calculated using the following formula:

[A03-(E01a+E01b+E01c)]






Number of students who were awarded any Title IV aid (Group 4)

Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

Of those in Column 1, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution

Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students

2019-20


Col. 1

Col. 2

Col. 3

Col. 4

02

Income level


02a

$0-30,000

Shape101

Shape102

Shape103



02b

$30,001-48,000

Shape104

Shape105

Shape106



02c

$48,001-75,000

Shape107

Shape108

Shape109



02d

$75,001-110,000

Shape110

Shape111

Shape112



02e

$110,001 and more

Shape113

Shape114

Shape115



02f

Total all income levels









Number of students who were awarded any Title IV aid (Group 4)

Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

Of those in Column 1, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution

Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students

2020-21


Col. 1

Col. 2

Col. 3

Col. 4

03

Income level


03a

$0-30,000

Shape116

Shape117

Shape118



03b

$30,001-48,000

Shape119

Shape120

Shape121



03c

$48,001-75,000

Shape122

Shape123

Shape124



03d

$75,001-110,000

Shape125

Shape126

Shape127



03e

$110,001 and more

Shape128

Shape129

Shape130



03f

Total all income levels







Number of students who were awarded any Title IV aid (Group 4)

Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

Of those in Column 1, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution

Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students

2021-22


Col. 1

Col. 2

Col. 3

Col. 4

04

Income level


04a

$0-30,000

Shape131

Shape132

Shape133



04b

$30,001-48,000

Shape134

Shape135

Shape136



04c

$48,001-75,000

Shape137

Shape138

Shape139



04d

$75,001-110,000

Shape140

Shape141

Shape142



04e

$110,001 and more

Shape143

Shape144

Shape145



04f

Total all income levels






You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).


Shape146






Section 1: Part F

Part F – Net Price Calculation for Group 3 [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]

Note:

  • The following net price calculation is based on information that your institution reported in the Institutional Characteristics component and the Student Financial Aid component. For more information about the data your institution reported in the Institutional Characteristics component, please contact your institution’s IPEDS Keyholder.

Components of cost of attendance

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA

2021-22

2019-20

2020-21

01

Published tuition and required fees (lower of in-state or in-district tuition rate)




02

Books and supplies




03

Room and board and other expenses by living arrangement


03a

On-campus





03b

Off-campus (with family)





03c

Off-campus (not with family)




04

Number of Group 3 students by living arrangement


04a

On-campus





04b

Off-campus (with family)





04c

Off-campus (not with family)





04d

Unknown




05

Weighted average for room and board and other expenses by number of students for each living arrangement (excluding unknown values)

See instructions for the formula for this calculation




06

Total cost of attendance

This value is calculated using the following formula: [F01+F02+F05]




07

Average amount of grant or scholarship aid awarded to Group 3 students from the following sources: the federal government, state/local government, and the institution




08

Average institutional net price for Group 3 students

This value is calculated using the following formula: [F06-F07]




As required by the Higher Education Act, as amended (2008), these amounts will be posted on the U.S. Department of Education’s College Navigator website and used in the U.S. Department of Education’s College Affordability and Transparency Lists.




Section 1: Part G

Part G – Net Price Calculation for Group 4 [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]


Note:

  • The following net price calculation is based on information that your institution reported in the Institutional Characteristics component and the Student Financial Aid component. For more information about the data your institution reported in the Institutional Characteristics component, please contact your institution’s IPEDS Keyholder.


Components of cost of attendance

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA

2021-22

2019-20

2020-21

01

Published tuition and required fees (lower of in-state or in-district)




02

Books and supplies




03

Room and board and other expenses by living arrangement


03a

On-campus





03b

Off-campus (with family)





03c

Off-campus (not with family)




04

Number of Group 4 students by living arrangement


04a

On-campus





04b

Off-campus (with family)





04c

Off-campus (not with family)





04d

Unknown




05

Weighted average for room and board and other expenses by number of students for each living arrangement (excluding unknown values)

See instructions for the formula for this calculation




06

Total cost of attendance

This value is calculated using the following formula: [G01+G02+G05]




07

Average amount of grant or scholarship aid awarded to Group 4 students from the following sources: the federal government, state/local government, and the institution





07a

$0-30,000





07b

$30,001-48,000





07c

$48,001-75,000





07d

$75,001-110,000





07e

$110,001 and more





07f

Total all income levels




08

Average institutional net price for Group 4 students

This value is calculated using the following formula: [G06-G07]


08a

$0-30,000





08b

$30,001-48,000





08c

$48,001-75,000





08d

$75,001-110,000





08e

$110,001 and more





08f

Total all income levels




As required by the Higher Education Act, as amended (2008), these amounts will be posted on the U.S. Department of Education’s College Navigator website.


You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).


Shape147





Section 2: Military Servicemembers and Veteran's Benefits - Undergraduate and Graduate

Section 2: Military Servicemembers and Veteran's Benefits

Important Note:

  • Report for Post-9/11 GI Bill Benefits: July 1, 2021 - June 30, 2022

  • Report for Department of Defense Tuition Assistance Program: October 1, 2021 - September 30, 2022


Reporting Reminders:

  • Report the total number of student recipients and the total dollar amounts for each program.

  • Student recipients can also include eligible dependents.

  • Student recipients may be listed in both categories.

  • Consult with your campus certifying official, who may not be in the student financial aid office.

  • For Post-9/11 GI Bill Benefits, do not include the matching institutional aid provided through the Yellow Ribbon Program if your school participated.

  • Information reported to IPEDS is only what is known to the institution.

  • Enter zero (0) if your institution did not have beneficiaries for that student level or program. Please do not leave a cell blank.

Type of benefit/assistance

Number of students

receiving benefits/assistance

Total dollar amount of

benefits/assistance disbursed

through the institution

Average dollar amount of

benefits/assistance disbursed

through the institution

YOUR PRIOR YEAR DATA

Average dollar amount of

benefits/assistance disbursed

through the institution

Post-9/11 GI Bill Benefits

Undergraduate students

Shape148

Shape149



Graduate students

Shape150

Shape151



Total






Department of Defense Tuition Assistance Program

Undergraduate students

Shape152

Shape153



Graduate students

Shape154

Shape155



Total








Prepared by

Prepared by

Reporting Reminders:

  • The name of the preparer is being collected so that we can follow up with the appropriate person in the event that there are questions concerning the data.

  • The Keyholder will be copied on all email correspondence to other preparers.

  • The time it took to prepare this component is being collected so that we can continue to improve our estimate of the reporting burden associated with IPEDS.

  • Please include in your estimate the time it took for you to review instructions, query and search data sources, complete and review the component, and submit the data through the Data Collection System.

  • Thank you for your assistance.


This survey component was prepared by:

Keyholder

SFA Contact

HR Contact

Finance Contact

Academic Library Contact

Other

Shape156 Name:

Shape157 Email:


How many staff from your institutions were involved in the data collection and reporting process of this survey component?

Shape158 Number of Staff (including yourself)


How many hours did you and others from your institution only spend on each of the steps below when responding to this survey component?

Exclude the hours spent collecting data for state and other reporting purposes.

Staff member

Collecting Data Needed

Revising Data to Match

IPEDS Requirements

Entering Data

Revising and Locking Data

Your office

Shape159 hours

Shape160 hours

Shape161 hours

Shape162 hours

Other offices

Shape163 hours

Shape164 hours

Shape165 hours

Shape166 hours



Student Financial Aid Screens for Institutions Reporting on a Full-year Cohort (Program Reporters)

Overview

IPEDS Student Financial Aid Component Overview - Program Reporters

Welcome to the Student Financial Aid (SFA) component. The purpose of the SFA component is to collect information about financial aid provided to various groups of undergraduate students and military/veteran educational benefits for all students at your institution.

Data Reporting Reminders:

  • Report data to accurately reflect the time period corresponding with the IPEDS survey component, even if such reporting is seemingly inconsistent with prior-year reporting.

  • Undergraduate Student Groups

You will be asked to report information for different groups of students.

    • Group 1: All undergraduate students

    • Group 2: Of Group 1, full-time, first-time degree/certificate-seeking students (FTFT)

    • Group 3: Of Group 2, students enrolled in the institution’s largest program and were awarded any grant/scholarship aid from the federal government, state/local government, or the institution. For public institutions, include only those who paid the lower of in-state or in-district tuition rate.

    • Group 4: Of Group 2, students enrolled in the institution’s largest program and were awarded any Title IV federal student aid. For public institutions, include only those who paid the lower of in-state or in-district tuition rate.

  • COA Revisions

Revisions to Cost of Attendance (COA) used to calculate the net price of attendance can be made in this component.

Consult the instructions and screens to make sure you are reporting the correct aid amounts for the correct groups of students.

  • College Affordability and Transparency Lists

Net price amounts calculated in SFA will be used to populate the U.S. Department of Education’s College Affordability and Transparency lists.

  • Interactive Edits and Error Messages

SFA contains interactive edits that will check for blank fields, invalid values, or values that fall outside expected ranges. Some error messages will require you to confirm or explain the values that you entered. Some error messages are fatal and will require you to contact the IPEDS Help Desk at (877) 225-2568 for resolution.

  • Context Boxes

You will find optional text boxes throughout SFA. Context boxes allow you to provide more information about the data you enter. Some of these context boxes may be made available to the public on College Navigator, so make sure that the information you enter can be understood easily by students, parents, and the general public.


Changes in reporting:


The following changes were implemented for the 2022-23 data collection period:

  • Degree/certificate-seeking and non-degree/certificate-seeking data items were added in Parts A and B to disaggregate financial aid award amounts reported in Part B by these student categories.

  • New FAQs were added to clarify concepts.

  • Minor wording changes were made for clarification.


Resources:

  • To download the survey materials for this component: Survey Materials

If you have questions about completing this survey, please contact the IPEDS Help Desk at 1-877-225-2568.




Section 1: Part A

Part A - Establish Your Groups [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]


Reporting Reminders:

  • Part A establishes the number of students in various groups. Note that the numbers on this screen will be carried forward to other parts of the Student Financial Aid component.

  • In the fields below, report the number of students in each of the following groups.



July 1, 2021 – June 30, 2022

YOUR PRIOR YEAR DATA

2020-21

01

Group 1

All undergraduate students

Shape167



01a

Of those in Group 1, those who are degree/certificate-seeking

Shape168



01b

Of those in Group 1, those who are non-degree/certificate-seeking

(Line 01 – Line 01a)



02

Group 2

Of those in Group 1, those who are full-time, first-time degree/certificate-seeking

Shape169



02a

Of those in Group 2, those who were awarded any Federal Work Study, loans to students, or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution

Shape170



02b

Of those in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution

Shape171


03

Group 3

Of those in Group 2, those enrolled in your institution’s largest program paying the lower of in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

Shape172


04

Group 4

Of those in Group 2, those enrolled in your institution’s largest program paying the lower of in-state or in-district tuition rate who were awarded any Title IV federal student aid

Shape173





Section 1: Part B


Reporting Reminders:

  • Group 1 students are ALL undergraduate students (including first-time students) enrolled in academic year 2021-22. Fall 2021.

  • For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

  • All undergraduate students enrolled for academic year 2021-22 as defined by the institution

  • Grant or scholarship aid from:

  • federal government

  • state/local government

  • the institution

  • other sources known to the institution

  • Loans to students from:

  • the federal government

  • Any time during academic year 2021-22 (the aid year period from July 1, 2021 through June 30, 2022)

  • In the fields below, report the number of Group 1 students and the total amount of aid awarded to these students for each type of aid.


Information from Part A

2021-22







Group 1: All undergraduate students

(This number is carried forward from Part A, Line 01.)








Of those in Group 1, those who are degree/certificate-seeking

(This number is carried forward from Part A, Line 01a.)








Of those in Group 1, those who are non-degree/certificate-seeking

(This number is carried forward from Part A, Line 01b.)







Aid Type

2021-22

All undergraduate students (Group 1)

All degree/certificate-seeking undergraduates

All non-degree/certificate-seeking undergraduates

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

Average amount of aid awarded (Col. 3/Col. 1)

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

Average amount of aid awarded (Col. 7/Col. 5)

Number of students awarded aid

(Col. 1 – Col. 5)

Percentage of students receiving aid

Total amount of aid awarded (Col. 3 – Col. 7)

Average amount of aid awarded

Col. 1

Col. 2

Col. 3

Col. 4

Col. 5

Col. 6

Col. 7

Col. 8

Col. 9

Col. 10

Col. 11

Col. 12

01

Grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution (Do NOT include federal student loans)

Shape174


Shape175


Shape176


Shape177







02 Federal Pell Grants

Shape178


Shape179







03

Federal student loans

Shape180


Shape181







You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).

Shape182





Section 1: Part C, Page 2

Part C, Page 2 - Enter Information about Group 2 [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]


Reporting Reminders:

  • Part C includes financial aid information about Group 2. Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in academic year 2021-22 Fall 2021.

  • For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time degree/certificate-seeking undergraduate students enrolled during academic year 2021-22 as defined by the institution

  • Grant or scholarship aid from:

  • federal government

  • state/local government

  • the institution

  • Loans to students from:

  • the federal government

  • other sources, including private or other loans

  • Do not include:

  • grant or scholarship aid from private or other sources

  • PLUS loans or loans made to anyone other than the student

  • Any time during academic year 2021-22

  • In the fields below, report the number of Group 2 students and the total amount of aid awarded to these students for each type of aid. Enter unduplicated student counts within a category (e.g., Federal Pell Grants). However, a student can appear in more than one aid category.


Information from Part A

2021-22

Group 2: Full-time, first-time degree/certificate-seeking undergraduates

(This number is carried forward from Part A, Line 02)


Group 2a: (This number is carried forward from Part A, Line 02a)

  • Of those in Group 2, those who were awarded:

  • Federal Work Study

  • Loans to students

  • Grant or scholarship aid from the federal government, state/local government, or the institution

  • Other sources known to the institution


Group 2b (This number is carried forward from Part A, Line 02b)

  • Of those in Group 2, those who were awarded:

  • Loans to students

  • Grant or scholarship aid from the federal government, state/local government, or the institution


Group 3 (This number is carried forward from Part A, Line 03)

  • Of those in Group 2, those who paid the lower of in-state or in-district tuition rate and were awarded:

  • Grant or scholarship aid from the federal government, state/local government, or the institution






Aid Type


YOUR PRIOR YEAR DATA

2021-22

2020-21

Number of Group 2 students who were awarded aid

Percentage of Group 2 students who were awarded aid

Total amount of aid awarded to Group 2 students

Average amount of aid awarded to Group 2 students

Average amount of aid awarded to Group 2 students

01

Grants or scholarships from the federal government, state/local government, or the institution

Shape183





02

Federal grants

Shape184





02a

Federal Pell Grants

Shape185


Shape186



02b

Other federal grants

Shape187


Shape188



03

State/local government grants or scholarships

(includes fellowships/tuition waivers/exemptions)

Shape189


Shape190



04

Institutional grants or scholarships

(includes fellowships/tuition waivers/exemptions)

Shape191


Shape192



05

Loans to students

Shape193





05a

Federal loans

Shape194


Shape195



05b

Other loans (including private loans)

Shape196


Shape197




You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).


Shape198









Section 1: Comparison Chart

Comparison Chart


Reporting Reminders:

  • Based on the information reported on the previous screens for Group 1 (all undergraduates) and Group 2 (full-time, first-time degree/certificate-seeking undergraduates), this comparison chart seeks to help institutions check their reported data. Assuming that the information on Groups 1 and 2 is correct, then the calculated fields for ‘All Other Undergraduates’ should be the balance (Group 1 minus Group 2). If the balance does not check with your institution’s calculations, please correct your reported numbers for Groups 1 and 2 before moving forward with the completion of the SFA survey component.

Note:

  • Data for the 'All Other Undergraduates' will appear in the IPEDS Data Center for data users, but not in College Navigator.



Academic Year 2021-22

Academic Year 2021-22

Award Year 2021-22


Number of students

Federal Pell Grants

Federal Student Loans

01

Group 1 (all undergraduates)




02

Number of students who were awarded aid




03

Percentage who were awarded aid




04

Total amount of aid awarded




05

Average amount of aid awarded




06

Group 2 (Full-time, first-time undergraduates)




07

Number of students who were awarded aid




08

Percentage who were awarded aid




09

Total amount of aid awarded




10

Average amount of aid awarded




11

All other undergraduates (Line 01 - Line 06)




12

Number of students who were awarded aid

(Line 02 - Line 07)




13

Percentage who were awarded aid

(Line 12/Line 11)




14

Total amount of aid awarded

(Line 04 - Line 09)




15

Average amount of aid awarded

(Line 14/Line 12)







Section 1: Cost of Attendance [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]

Cost of attendance

Reporting Reminders:

  • These numbers are carried forward from Institutional Characteristics and should only be changed if an error was made in the reporting.

LARGEST PROGRAM BY ENROLLMENT:

CIP CODE OF LARGEST PROGRAM


TITLE OF LARGEST PROGRAM


Program is measured in:


Total Length of PROGRAM


Total length of PROGRAM in WEEKS, as completed by a student attending full-time


Total length of ACADEMIC YEAR (as used to calculate your Federal Pell Grant budget) in WEEKS






Published student charges for the entire program

2019-20

2020-21

2021-22

Tuition and required fees for the entire program (public program reporters report the lower of in-state or in-district, if applicable)

Shape199

Shape200

Shape201

Books and supplies for the entire program

Shape202

Shape203

Shape204

The following numbers need to be reported for 4.33 weeks (1 month).


The correct numbers should be available from your financial aid office. Off-campus numbers should be based on costs for your area, not on national averages.

On-campus:

Room and board for 4.33 weeks (1 month)

Shape205

Shape206

Shape207

Other expenses for 4.33 weeks (1 month)

Shape208

Shape209

Shape210

Room and board and other

Expenses for 4..33 weeks (1 month)




Off-campus (not with family):

Room and board for 4.33 weeks (1 month)

Shape211

Shape212

Shape213

Other expenses for 433 weeks (1 month)

Shape214

Shape215

Shape216

Room and board and other

Expenses for 4.33 weeks (1 month)




Off-campus (with family):

Other expenses for 4.33 weeks (1 month)

Shape217

Shape218

Shape219


Section 1: Cost of Attendance (calculated)

Cost of attendance

Reporting Reminders:

  • These numbers are carried forward from Institutional Characteristics and should only be changed after consulting with the data provider if an error was made in the reporting.

CIP CODE OF LARGEST PROGRAM


TITLE OF LARGEST PROGRAM


Published student charges for the entire program

2019-20

2020-21

2021-22

Tuition and required fees




Books and supplies




On-campus:

Room and board




Other expenses




Room and board and other

Expenses




Off-campus (not with family):

Room and board




Other expenses




Room and board and other

Expenses




Off-campus (with family):

Other expenses





Section 1: Part D [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]

Part D - Enter Information about Group 3


Reporting Reminders:

  • Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program any time during academic year 2021-22 paying the lower of in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. The information you report in this part will be used in Part F to calculate average institutional net price.

  • For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program during the 2021-22 academic year as defined by the institution paying the lower of in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

  • Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid

  • Grant or scholarship aid from:

  • federal government

  • state/local government

  • the institution

  • Do not include:

  • grant or scholarship aid from private or other sources

  • Any time during academic year 2021-22 (the aid year period July 1, 2021, to June 30, 2022)

  • In the fields below, report the number of Group 3 students with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students.

Note:

  • In this part, you must report information for your institution’s largest program. Your largest program is the program with the most greatest number of undergraduate students enrolled. You must provide three years’ worth of data for your largest program. If your institution’s largest program has changed or is not the same for all years listed, contact the IPEDS Help Desk.

Information from Part A:

YOUR PRIOR YEAR DATA

2019-20

YOUR PRIOR YEAR DATA

2020-21

2021-22

Group 3

Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program paying the lower of in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution (This number is carried forward from Part A, Line 03)

Shape220

Shape221


01

Report the number of Group 3 students with the following living arrangements:

YOUR PRIOR

YEAR DATA

YOUR PRIOR YEAR DATA


2019-20

2020-21

2021-22


01a

On-campus

Shape222

Shape223

Shape224


01b

Off-campus (with family)

Shape225

Shape226

Shape227


01c

Off-campus (not with family)

Shape228

Shape229

Shape230


01d

Unknown (calculated)

This value is calculated using the following formula:

[A03-(D01a+D01b+D01c)]




02

Report the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students

Shape231

Shape232

Shape233

03

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students (calculated value). This value is calculated using the following formula: [D02/A03]




You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).

Shape234



Section 1: Part E [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions only]

Part E – Enter Information about Group 4


Reporting Reminders:

  • Group 4 students are full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program any time during academic year 2021-22 paying the lower of in-state or in-district tuition rate who were awarded any Title IV federal student aid. The information you report in this part will be used in Part G to calculate average institutional net price by income level.

  • For this part, report:


For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program during academic year 2021-22 as defined by the institution paying the lower of in-state or in-district tuition rate who were awarded any Title IV federal student aid

  • Grant or scholarship aid from:

  • federal government

  • state/local government

  • the institution

  • Do not include:

  • grant or scholarship aid from private or other sources

  • loan amounts

  • Federal Work Study amounts

  • Any time during academic year 2021-22 (the aid year period July 1, 2021, to June 30, 2022)

  • In the fields below, report the number of Group 4 students with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students by income level.

Largest Program Information from the IPEDS Institutional Characteristics component

2021-22


CIP Code



Title



Information from Part A:

YOUR PRIOR YEAR DATA

2019-20

YOUR PRIOR YEAR DATA

2020-21

2021-22

Group 4

Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program paying the lower of in-state or in-district tuition rate who were awarded any Title IV federal student aid

(This number is carried forward from Part A, Line 04)

Shape235

Shape236


01

Report the number of Group 4 students with the following living arrangements:

YOUR PRIOR

YEAR DATA

YOUR PRIOR YEAR DATA


2019-20

2020-21

2021-22


01a

On-campus

Shape237

Shape238

Shape239


01b

Off-campus (with family)

Shape240

Shape241

Shape242


01c

Off-campus (not with family)

Shape243

Shape244

Shape245


01d

Unknown (calculated)

This value is calculated using the following formula:

[A03-(E01a+E01b+E01c)]






Number of students who were awarded any Title IV aid (Group 4)

Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

Of those in Column 1, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution

Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students

2019-20


Col. 1

Col. 2

Col. 3

Col. 4

02

Income level


02a

$0-30,000

Shape246

Shape247

Shape248



02b

$30,001-48,000

Shape249

Shape250

Shape251



02c

$48,001-75,000

Shape252

Shape253

Shape254



02d

$75,001-110,000

Shape255

Shape256

Shape257



02e

$110,001 and more

Shape258

Shape259

Shape260



02f

Total all income levels






Number of students who were awarded any Title IV aid (Group 4)

Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

Of those in Column 1, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution

Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students

2020-21


Col. 1

Col. 2

Col. 3

Col. 4

03

Income level


03a

$0-30,000

Shape261

Shape262

Shape263



03b

$30,001-48,000

Shape264

Shape265

Shape266



03c

$48,001-75,000

Shape267

Shape268

Shape269



03d

$75,001-110,000

Shape270

Shape271

Shape272



03e

$110,001 and more

Shape273

Shape274

Shape275



03f

Total all income levels







Number of students who were awarded any Title IV aid (Group 4)

Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

Of those in Column 1, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution

Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students

2021-22


Col. 1

Col. 2

Col. 3

Col. 4

04

Income level


04a

$0-30,000

Shape276

Shape277

Shape278



04b

$30,001-48,000

Shape279

Shape280

Shape281



04c

$48,001-75,000

Shape282

Shape283

Shape284



04d

$75,001-110,000

Shape285

Shape286

Shape287



04e

$110,001 and more

Shape288

Shape289

Shape290



04f

Total all income levels






You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).


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Section 1: Part F

Part F – Net Price Calculation for Group 3 [lower of in-state or in-district applicable to public institutions only]

Note:

  • The following net price calculation is based on information that your institution reported in the Institutional Characteristics component and the Student Financial Aid component. For more information about the data your institution reported in the Institutional Characteristics component, please contact your institution’s IPEDS Keyholder.


Largest Program Information from the IPEDS Institutional Characteristics component

2021-22


CIP Code



Title




Components of cost of attendance


Please note: Net price calculations use ACADEMIC YEAR costs, not full program costs

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA

2021-22

2019-20

2020-21

01

Published tuition and required fees (lower of in-state or in-district)




02

Books and supplies




03

Room and board and other expenses by living arrangement


03a

On-campus





03b

Off-campus (with family)





03c

Off-campus (not with family)




04

Number of Group 3 students by living arrangement


04a

On-campus





04b

Off-campus (with family)





04c

Off-campus (not with family)





04d

Unknown




05

Weighted average for room and board and other expenses by number of students for each living arrangement (excluding unknown values)

See instructions for the formula for this calculation




06

Total cost of attendance

This value is calculated using the following formula: [F01+F02+F05]




07

Average amount of grant or scholarship aid awarded to Group 3 students from the following sources: the federal government, state/local government, and the institution




08

Average institutional net price for Group 3 students

This value is calculated using the following formula: [F06-F07]




As required by the Higher Education Act, as amended (2008), these amounts will be posted on the U.S. Department of Education’s College Navigator website and used in the U.S. Department of Education’s College Affordability and Transparency Lists.


You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).


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Section 1: Part G

Part G – Net Price Calculation for Group 4 [lower of in-state or in-district applicable to public institutions only]

Note:

  • The following net price calculation is based on information that your institution reported in the Institutional Characteristics component and the Student Financial Aid component. For more information about the data your institution reported in the Institutional Characteristics component, please contact your institution’s IPEDS Keyholder.


Largest Program Information from the IPEDS Institutional Characteristics component

2021-22


CIP Code



Title



Components of cost of attendance


Please note: Net price calculations use ACADEMIC YEAR costs, not full program costs

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA

2021-22

2019-20

2020-21

01

Published tuition and required fees (lower of in-state or in-district)




02

Books and supplies




03

Room and board and other expenses by living arrangement


03a

On-campus





03b

Off-campus (with family)





03c

Off-campus (not with family)




04

Number of Group 4 students by living arrangement


04a

On-campus





04b

Off-campus (with family)





04c

Off-campus (not with family)





04d

Unknown




05

Weighted average for room and board and other expenses by number of students for each living arrangement (excluding unknown values)

See instructions for the formula for this calculation




06

Total cost of attendance

This value is calculated using the following formula: [G01+G02+G05]




07

Average amount of grant or scholarship aid awarded to Group 4 students from the following sources: the federal government, state/local government, and the institution





07a

$0-30,000





07b

$30,001-48,000





07c

$48,001-75,000





07d

$75,001-110,000





07e

$110,001 and more





O7f

Total all income levels




08

Average institutional net price for Group 4 students

This value is calculated using the following formula: [G06-G07]


08a

$0-30,000





08b

$30,001-48,000





08c

$48,001-75,000





08d

$75,001-110,000





08e

$110,001 and more





08f

Total all income levels




As required by the Higher Education Act, as amended (2008), these amounts will be posted on the U.S. Department of Education’s College Navigator website.


You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).

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Section 2: Military Servicemembers and Veteran's Benefits - Undergraduate and Graduate

Section 2: Military Servicemembers and Veteran's Benefits

Important Note:

  • Report for Post-9/11 GI Bill Benefits: July 1, 2021 - June 30, 2022

  • Report for Department of Defense Tuition Assistance Program: October 1, 2021 - September 30, 2022

Reporting Reminders:

  • Report the total number of student recipients and the total dollar amounts for each program.

  • Student recipients can also include eligible dependents.

  • Student recipients may be listed in both categories.

  • Consult with your campus certifying official, who may not be in the student financial aid office.

  • For Post-9/11 GI Bill Benefits, do not include the matching institutional aid provided through the Yellow Ribbon Program if your school participated.

  • Information reported to IPEDS is only what is known to the institution.

  • Enter zero (0) if your institution did not have beneficiaries for that student level or program. Please do not leave a cell blank.

Type of benefit/assistance

Number of students

receiving benefits/assistance

Total dollar amount of

benefits/assistance disbursed

through the institution

Average dollar amount of

benefits/assistance disbursed

through the institution

YOUR PRIOR YEAR DATA

Average dollar amount of

benefits/assistance disbursed

through the institution

Post-9/11 GI Bill Benefits

Undergraduate students

Shape294

Shape295



Graduate students

Shape296

Shape297



Total






Department of Defense Tuition Assistance Program

Undergraduate students

Shape298

Shape299



Graduate students

Shape300

Shape301



Total








Prepared by

Prepared by

Reporting Reminders:

  • The name of the preparer is being collected so that we can follow up with the appropriate person in the event that there are questions concerning the data.

  • The Keyholder will be copied on all email correspondence to other preparers.

  • The time it took to prepare this component is being collected so that we can continue to improve our estimate of the reporting burden associated with IPEDS.

  • Please include in your estimate the time it took for you to review instructions, query and search data sources, complete and review the component, and submit the data through the Data Collection System.

  • Thank you for your assistance.


This survey component was prepared by:

Keyholder

SFA Contact

HR Contact

Finance Contact

Academic Library Contact

Other

Shape302 Name:

Shape303 Email:

How many staff from your institutions were involved in the data collection and reporting process of this survey component?

Shape304 Number of Staff (including yourself)

How many hours did you and others from your institution only spend on each of the steps below when responding to this survey component?

Exclude the hours spent collecting data for state and other reporting purposes.


Staff member

Collecting Data Needed

Revising Data to Match

IPEDS Requirements

Entering Data

Revising and Locking Data


Your office

Shape305 hours

Shape306 hours

Shape307 hours

Shape308 hours


Other offices

Shape309 hours

Shape310 hours

Shape311 hours

Shape312 hours



Student Financial Aid Screens for institutions with Graduate Students only

Overview

IPEDS Student Financial Aid Component Overview - Academic Reporters

Welcome to the Student Financial Aid (SFA) component. As a graduate school, the purpose of the SFA component is to collect information about your students who have received military/veteran educational benefits.

Data Reporting Reminders:

  • Report data to accurately reflect the time period corresponding with the IPEDS survey component, even if such reporting is seemingly inconsistent with prior-year reporting.

Total number and amount will be asked for both undergraduate and graduate students. Please work with your institutional representative who certifies such benefits. They may not be associated with the student financial aid office.

  • Data Reporting Tips

If there are no students in a benefit category, please enter zero (0). Do NOT leave the cell blank.

  • Interactive Edits and Error Messages

SFA contains interactive edits that will check for blank fields, invalid values, or values that fall outside expected ranges. Some error messages will require you to confirm or explain the values that you entered. Some error messages are fatal and will require you to contact the IPEDS Help Desk at (877) 225-2568 for resolution.

Changes in reporting:

  • No changes.


Resources:

  • To download the survey materials for this component: Survey Materials

If you have questions about completing this survey, please contact the IPEDS Help Desk at 1-877-225-2568.


Section 2: Screening Question

1. Did your institution disburse military tuition assistance and/or veteran’s benefits?


No


Yes


You may use the box below to provide additional context for the data you have reported above. Context notes will be posted on the College Navigator website. Therefore, you should write all context notes using proper grammar (e.g., complete sentences with punctuation) and common language that can be easily understood by students and parents (e.g., spell out acronyms).


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Section 2: Military Servicemembers and Veteran's Benefits – Graduate only

Section 2: Military Servicemembers and Veteran's Benefits

Important Note:

  • Report for Post-9/11 GI Bill Benefits: July 1, 2021 - June 30, 2022

  • Report for Department of Defense Tuition Assistance Program: October 1, 2021 - September 30, 2022

Program reporters should be reporting the information on this screen for ALL programs (not just the largest program).

Reporting Reminders:

  • Report the total number of student recipients and the total dollar amounts for each program.

  • Student recipients can also include eligible dependents.

  • Student recipients may be listed in both categories.

  • Consult with your campus certifying official, who may not be in the student financial aid office.

  • For Post-9/11 GI Bill Benefits, do not include the matching institutional aid provided through the Yellow Ribbon Program if your school participated.

  • Information reported to IPEDS is only what is known to the institution.

  • Enter zero (0) if your institution did not have beneficiaries for that student level or program. Please do not leave a cell blank.

Type of benefit/assistance

Number of students

receiving benefits/assistance

Total dollar amount of

benefits/assistance disbursed

through the institution

Average dollar amount of

benefits/assistance disbursed

through the institution

YOUR PRIOR YEAR DATA

Average dollar amount of

benefits/assistance disbursed

through the institution

Graduate students

Post-9/11 GI Bill Benefits

Shape314

Shape315



Department of Defense Tuition Assistance Program

Shape316

Shape317




Prepared by

Prepared by

Reporting Reminders:

  • The name of the preparer is being collected so that we can follow up with the appropriate person in the event that there are questions concerning the data.

  • The Keyholder will be copied on all email correspondence to other preparers.

  • The time it took to prepare this component is being collected so that we can continue to improve our estimate of the reporting burden associated with IPEDS.

  • Please include in your estimate the time it took for you to review instructions, query and search data sources, complete and review the component, and submit the data through the Data Collection System.

  • Thank you for your assistance.


This survey component was prepared by:

Keyholder

SFA Contact

HR Contact

Finance Contact

Academic Library Contact

Other

Shape318 Name:

Shape319 Email:

How many staff from your institutions were involved in the data collection and reporting process of this survey component?

Shape320 Number of Staff (including yourself)

How many hours did you and others from your institution only spend on each of the steps below when responding to this survey component?

Exclude the hours spent collecting data for state and other reporting purposes.


Staff member

Collecting Data Needed

Revising Data to Match

IPEDS Requirements

Entering Data

Revising and Locking Data


Your office

Shape321 hours

Shape322 hours

Shape323 hours

Shape324 hours


Other offices

Shape325 hours

Shape326 hours

Shape327 hours

Shape328 hours



Student Financial Aid Instructions for Institutions Reporting on a Fall Cohort (Academic Reporters)


Table of Contents

The Student Financial Aid (SFA) component is divided into two sections. Section 1 discusses the portion of the SFA component that asks questions about your undergraduate students only. Section 2 explains the portion of the SFA component that ask questions about your military and veteran students and includes both undergraduate and graduate students. As you complete both sections of SFA, please refer to the "Where to Get Help" and "Where the Data Will Appear" sections.


Where to Get Help

Where the Data Will Appear

Section 1. SFA - Undergraduate Students

Purpose of Component

Who Must Report

Changes in Reporting

General Instructions

What You Will Need

About the Data

Context Boxes

Interactive Edits

Coverage

Reporting Period

Student Cohort

What to Include

What NOT to Include

Detailed Instructions

Part A - Establish Your Groups

Part B - Financial Aid About Group 1

Part C - Enter Financial Aid About Group 2

Part D - Enter Financial Aid About Group 3

Part E - Enter Financial Aid About Group 4

Part F - Net Price Calculation for Group 3

Part G - Net Price Calculation for Group 4

Section 2. Military Servicemembers and Veteran Students with Benefits

Purpose

Who Must Report

General Instructions

What You Will Need

About the Data

Coverage

Reporting Period

Detailed Instructions


Where to Get Help with Reporting

IPEDS Help Desk

Phone: (877) 225-2568

E-mail: [email protected]


Web Tutorials

You can consult the IPEDS Website's Trainings & Outreach page which contains several tutorials on IPEDS data collection, a self-paced overview of IPEDS tools, and other valuable resources.


IPEDS Resource Page

The IPEDS Website's Reporting Tools page contains frequently asked questions, a link to data tip sheets, tutorials, taxonomies, information centers (e.g., academic libraries, average net price, human resources, race/ethnicity, etc.), and other valuable information.


Where the Reported Data Will Appear

Data collected through IPEDS will be accessible at the institution and aggregate levels.


At the institution-level, data will appear in the:

  • College Navigator Website

  • IPEDS Use the Data portal

  • IPEDS Data Feedback Reports

  • College Affordability and Transparency Center Website

At the aggregate-level, data will appear in:

  • IPEDS Data Explorer

  • IPEDS Data Feedback Reports

  • The Digest of Education Statistics

  • The Condition of Education


Section 1. SFA - Undergraduate Students


Purpose of Component

  • The purpose of the IPEDS Student Financial Aid (SFA) component is to collect information about financial aid provided to various groups of undergraduate students in order to meet requirements of the Higher Education Act of 1965 (HEA), as amended. Item areas include:

  • Financial aid about all undergraduate students

  • Financial aid about all full-time, first-time degree/certificate-seeking students

  • Financial aid and living arrangement information about all full-time, first-time degree/certificate-seeking students who were awarded grant aid. For public institutions, this includes only students who paid the lower of in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.

  • Financial aid and living arrangement information about all full-time, first-time degree/certificate-seeking students who were awarded any Title IV federal student aid by income. For public institutions, this includes only students who paid the lower of in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.

  • Net Price Calculation for full-time, first-time degree/certificate-seeking students who were awarded grant aid. For public institutions, this includes only students who paid the lower of in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.

  • Net Price Calculation for full-time, first-time degree/certificate-seeking students who were awarded any Title IV federal student aid by income. For public institutions, this includes only students who paid the lower of in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.


Who Must Report

Institutions that had undergraduate students enrolled during the prior academic year must report.


Changes in reporting:

The following changes were implemented for the 2022-23 data collection period:

  • Degree/certificate-seeking and non-degree/certificate-seeking data items were added in Parts A and B to disaggregate financial aid award amounts reported in Part B by these student categories to allow for a better calculation of the percentage of students receiving Federal Pell Grants.

  • New FAQs were added to clarify concepts.

  • Aid that should be include has been updated.

  • Minor wording changes were made for clarification.


General Instructions

What You Will Need

The institution’s financial aid system should be the starting point for reporting to this IPEDS component.


Data providers for this component should be familiar with college and university practices associated with student financial aid. In general, there are two types of financial aid data that will be requested in this component. These types are:


  • Numbers of students that meet certain conditions

  • Total aid dollars awarded to these students


To complete this component, data providers will need the following:


1. Financial aid information about the following student groups:

  • Group 1. All undergraduate students

  • Group 2. Of the students in Group 1, those who are full-time, first-time degree/certificate-seeking students

  • Group 3. Of the students in Group 2, those who paid the lower of in-state or in-district tuition rate and were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

  • Group 4. Of the students in Group 2, those who paid the lower of in-state or in-district tuition rate and were awarded Title IV federal student aid


2. Living arrangement information for full-time, first-time degree/certificate-seeking undergraduate students who paid the lower of in-state or in-district tuition rate and were awarded grant or scholarship aid during the reporting period


3. Living arrangement information for full-time, first-time degree/certificate-seeking undergraduate students who paid the lower of in-state or in-district tuition rate and were awarded Title IV federal student aid during the reporting period


4. Income levels for full-time, first-time degree/certificate-seeking undergraduate students who paid the lower of in-state or in-district tuition rate and were awarded Title IV federal student aid during the reporting period


About the Data

Five different types of data appear in this component. There are data:

  • That institutions provide from their own financial aid records

  • That are prior-year data, shown in red, which can be used as a comparison with the current year's data (i.e., the data that is being reported)

  • That are carried forward from the IPEDS Fall Enrollment (EF) component and the IPEDS Institutional Characteristics (IC) component that your institution completed in the most recent collections of those components

  • That are carried forward from one part of the Student Financial Aid component to another part to ensure that the data are internally consistent

  • That are calculated from the other data elements


In the latter two cases, the data provider should check that the data that are carried forward and calculated are consistent with the data in the institution's underlying financial aid records. If the data carried forward or calculated are not consistent with the institution's records, then an error in data entry may have occurred.


Context Boxes

Optional context boxes throughout the component allow institutions to provide more information regarding reported data. Note that the information in these context boxes may be posted on the U.S. Department of Education’s College Navigator website. NCES will review entries in these context boxes for applicability and appropriateness before posting them on College Navigator. However, institutions should ensure that entries in these context boxes are free from grammatical and spelling errors and are written so that they can be understood by students and parents.


Interactive Edits

This component contains interactive edits that will check for blank fields, invalid values, or values that fall outside expected ranges. Some error messages will require you to confirm or explain the values that you entered. Some error messages are fatal and will require you to contact the IPEDS Help Desk at (877) 225-2568 or [email protected] for resolution.


Coverage

Reporting Period

The data reported for this component should be for the prior academic year.


Student Cohort

For academic reporters, the student cohort covered by this component includes undergraduate students enrolled for the prior year as of October 15 or as of the institution’s official fall reporting date. For hybrid reporters, the student cohort covered includes undergraduate students enrolled in the prior academic year between August 1 and October 31.


What to Include

The following types of financial aid should be reported in this component:

  • Title IV aid: Title IV aid includes Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Teacher Education Assistance for College and Higher Education (TEACH) Grant, Federal Work Study (FWS), and the Subsidized and Unsubsidized Direct Loan programs. Report 100% of student FSEOG and FWS award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG and FWS award amounts should not exceed program amounts budgeted for the award year. That is, if the institution’s packaging policy includes an over-awarding strategy to account for attrition to make sure all funds are expended, exclude these amounts from award amounts reported to IPEDS.

  • Federal grants (grants/educational assistance funds): Grants provided by federal agencies such as the U.S. Department of Education, including Title IV federal student aid program grants such as Federal Pell Grants, Federal Supplemental Educational Opportunity Grants (FSEOG), Academic Competitiveness Grants (ACG), National Science and Mathematics Access to Retain Talent (National SMART) Grants, and Teacher Education Assistance for College and Higher Education (TEACH) Grants. Also include need-based and merit-based educational assistance funds and training vouchers provided from (a) other federal agencies and/or (b) federally-sponsored educational benefits programs.


Do not include veterans’ education benefits, as defined in section 480(c) of the HEA, as they are no longer treated as Estimated Financial Assistance (EFA) for Federal Student Aid's purposes. For more information, visit https://ifap.ed.gov/electronic-announcements/08-13-2009-general-subject-guidance-federal-veterans-education-benefits.

  • Federal Work Study: Money earned by students based on financial need to meet postsecondary education costs who are employed part-time, typically in education related employment or community service activities on- campus or off-campus at the institution, or a private for-profit or nonprofit business, agency, or organization. Earnings include the federal and nonfederal share of wages, benefits, withholdings, and other employment deductions. It includes credit and non-credit employment. Examples of types of employment include, but is not limited to, assistantships, apprenticeships, internships, externships, and cooperative education experiences. While it does not include institutional and state work study programs, the non-federal share includes all state and local funds used to match these programs. See applicable federal, state, local, and institutional program rules for additional information.

  • Federal loans to students: Money borrowed from the federal government that must be repaid for which the student is the designated borrower. This type of aid includes all Title IV federal student programs such as Federal Perkins Loans, Subsidized Direct or FFEL Stafford Loans, and Unsubsidized Direct or FFEL Stafford Loans. It also includes Health Professions Student Loans, Loans for Disadvantaged Students, Nursing Student Loans, and Primary Care Loans. Do not include PLUS loans and other federal loans not made directly to the student.

  • State/local government grants (grants/scholarships/waivers): Grants that were awarded by your state such as Leveraging Educational Assistance Partnerships (LEAP) (formerly SSIGs), the Special Leveraging Educational Assistance Program (SLEAP), the Grants for Access and Persistence (GAP) Program, and Robert C. Byrd Honors Scholarships. Include merit-based grants or scholarships that were provided by your state or local government. Also include tuition and fee waivers for which your institution was reimbursed by a state or local government agency.

  • Institutional grants or scholarships (scholarships/waivers): Grants, scholarships, and fellowships granted and funded by the institution and/or individual departments within the institution and are limited to students attending your institution. Include scholarships targeted to certain individuals (e.g., based on state of residence, major, or participation in athletic activities) for which the institution designates the recipient. Also include institutional tuition and fee waivers for which your institution was not reimbursed by a state or local government agency. This is not intended to include Federal Work Study.

  • Institutional loans to students: Short-term and long-term education loans to students made by the institution or its Schools, Colleges, or student organizations, including emergency education loans backed by a surety (i.e., financial guarantee). Exclude loans not made directly to the student, loans contingent on the student’s financial aid (also known as payment deferments) not backed by another source of security, and Income share agreements.

  • Private grants or scholarships: Grants or scholarships to students awarded and paid by an outside organization but directed through the institution's financial aid office and/or business office (e.g., Rotary Club Scholarship).

  • Private loans to students: Monies that must be repaid to the lending institution for which the student is the designated borrower. Include all institutionally and privately sponsored loans. Do not include loans that are not made directly to the student. Do not include loans contingent on the student’s financial aid (also known as payment deferments) not backed by another source of security.


NOTE: In this component, "aid awarded" refers to grant or scholarship aid that was awarded to students or to loans awarded to students. For reporting grant or scholarship aid, institutions should report on aid that was awarded to students. This amount may be different from the amount that was actually disbursed to students. For example, a student may be awarded grant or scholarship aid at the beginning of the academic year but then leave the institution before the entire amount is disbursed. In this case, institutions should report the original amount of grant or scholarship aid that was awarded. For reporting loans to students, institutions should continue to report on loans that were awarded to and accepted by the student.


Note also that different types of financial aid should be reported for different groups of students. Please review the instructions and the screens carefully to ensure that you are reporting the correct types of financial aid in the appropriate parts.


Institutions need to report aid in this component such that the net price calculations shown on College Navigator and used for the College Affordability and Transparency lists are a reflection of what students actually pay.


In cases where a student is awarded aid for multiple academic years within one aid year period, institutions should report only aid awarded for the student’s first academic year.


For total aid amounts, report to the nearest whole dollar and omit cents. For student counts, an unduplicated count should be given within a given aid category (e.g., Federal Pell gGrants). However, a student can appear in more than one aid category.


What NOT to Include

Do not report student counts or aid amounts for the following:

  • Students who were only graduate students at the institution during the reporting period

  • Students who were enrolled exclusively in courses not creditable toward a certificate/degree

  • Students who were enrolled exclusively in Continuing Education Units (CEUs)

  • Students who were exclusively auditing classes

  • Students in U.S. Department of Education Federal Pell Grant Experimental sites projects. Experimental Pell programs


Do not report:

  • Federal Work Study amounts into any total aid amounts

  • ROTC aid, which are excluded from estimated financial assistance, also known as EFA calculations, in any total aid amounts

  • Loans that are made to someone other than the student

  • Military/veterans aid in Section 1 because such aid is ONLY reported in Section 2

  • Experimental Pell grant amounts



Detailed Instructions

This section provides line-by-line instructions for each part of the Student Financial Aid component.


Part A - Establish Your Groups

Part A establishes the number of students in various groups. Note that the data you report on this screen will be carried forward to other parts of the Student Financial Aid component.


Higher Education Emergency Relief Act (HEERF) grants funded under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, Coronavirus Response and Relief Supplemental Appropriations Act (CRRSAA), and American Rescue Plan (ARP) Act are to be counted as federal aid, but not Title IV aid. As such, students who only receive HEERF grants should not be included in Group 4.


Instructions:


In the fields provided, report the number of students in each of the following groups:

Item

Description

01.

Group 1

All undergraduate students


Report the number of all undergraduate students who were enrolled for the prior year as of October 15 or your institution’s official fall reporting date. Include all new and continuing undergraduate students (full-time students, part-time students, degree/certificate-seeking students, non-degree/certificate-seeking students, and all others). This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.

01a.

Of those in Group 1 (all undergraduate students), those who are degree/certificate-seeking


Report the number of degree/certificate-seeking undergraduate students who were enrolled for the prior year as of October 15 or your institution’s official fall reporting date. Include all new and continuing degree/certificate-seeking undergraduate students. This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.

01b.

Of those in Group 1 (all undergraduate students), those who are non-degree/certificate-seeking


Report the number of non-degree/certificate-seeking undergraduate students who were enrolled for the prior year as of October 15 or your institution’s official fall reporting date. Include all new and continuing non-degree/certificate-seeking undergraduate students. This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.

02.

Group 2

Of those in Group 1, those who are full-time, first-time degree/certificate-seeking


Report the number of students who are full-time, first-time degree/certificate-seeking undergraduates. This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.

02a.

Of those in Group 2, those who were awarded any Federal Work Study; loans to students; or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution


Report the number of students who were awarded any of the following:

  • Federal Work Study;

  • Government and/or private loans to students;

  • Grant or scholarship aid from the federal government, state/local government, or the institution; or

  • Grant or scholarship aid from other sources known to the institution, such as aid from private sources (e.g., Rotary Club Scholarship).

Note that the students reported in Line 02a are not defined as a particular group because no additional financial aid information will be collected about these students.

02b.

Of those in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution


Report the number of students who were awarded any of the following:

  • Government and/or private loans to students; or

  • Grant or scholarship aid from the federal government, state/local government, or the institution.

Note that the students reported in Line 02b are not defined as a particular group because no additional financial aid information will be collected about these students.

03.

Group 3

Of those in Group 2, those were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution


For public institutions, include only those students who paid the lower of in-state or in-district tuition rate. Report students who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. Do not include students who were awarded aid only from other sources.

04.

Group 4

Of those in Group 2, those who were awarded any Title IV federal student aid


For public institutions, include only those students who paid the lower of in-state or in-district tuition rate. Report students who were awarded any Title IV federal student aid (i.e., report students who were awarded federal grant aid or who were awarded federal work study or federal student loans).


Title IV federal student aid includes the following:

  • Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Academic Competitiveness Grant (ACG), National Science and Mathematics Access to Retain Talent Grant (National SMART Grant), Teacher Education Assistance for College and Higher Education (TEACH) Grant

  • Federal Work Study (FWS)

  • Federal Perkins Loan, Subsidized Direct or FFEL Stafford Loan, and Unsubsidized Direct or FFEL Stafford Loan programs.


Note: Report 100% of student FSEOG and FWS award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG and FWS award amounts should not exceed program amounts budgeted for the award year. That is, if the institution’s packaging policy includes an over-awarding strategy to account for attrition to make sure all funds are expended, exclude these amounts from award amounts reported to IPEDS.


Part B - Financial Aid About Group 1

This part is intended to collect information about the number of Group 1 students and the total amounts of aid they were awarded by different aid types. Group 1 students are all undergraduate students enrolled in the prior fall.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should be included for Group 1 in Part B under "Grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution".


For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

  • All undergraduate students enrolled in the prior fall

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from the state/local government

  • Grant or scholarship aid from the institution

  • Grant or scholarship aid from other sources known to the institution

  • Loans to students from the federal government

  • Any time during the prior academic year


Data carried forward from Part A include the following:


Information from Part A:

Prior Fall

Group 1

All undergraduate students

(This number is carried forward from Part A, Line 01)

Carried forward from Part A

Of those in Group 1 (all undergraduate students), those who are degree/certificate-seeking

Carried forward from Part A

Of those in Group 1 (all undergraduate students), those who are non-degree/certificate-seeking

Carried forward from Part A


Instructions:

In the fields provided, report the number of Group 1 students and the total amount of aid awarded to these students for each type of aid.


Item

Description

01.

Grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution

Column 1. Report the number of all undergraduate (Group 1) students who were awarded grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution.

Column 2. The percentage of all undergraduate (Group 1) students who were awarded grant or scholarship aid is calculated for you.

Column 3. Report the total dollar amount of grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution awarded to all undergraduate (Group 1) students.

Column 4. The average amount of grant or scholarship aid awarded to all undergraduate (Group 1) students is calculated for you.

Column 5. Report the number of degree/certificate-seeking students who were awarded grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution.

Column 6. The percentage of degree/certificate-seeking students who were awarded grant or scholarship aid is calculated for you.

Column 7. Report the total dollar amount of grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution awarded to degree/certificate-seeking students.

Column 8. The average amount of grant or scholarship aid awarded to degree/certificate-seeking students is calculated for you.

Column 9. The number of non-degree/certificate-seeking students who were awarded grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution is calculated for you.

Column 10. The percentage of non-degree/certificate-seeking students who were awarded grant or scholarship aid is calculated for you.

Column 11. The total dollar amount of grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution awarded to non-degree/certificate-seeking students is calculated for you.

Column 12. The average amount of grant or scholarship aid awarded to non-degree/certificate-seeking students is calculated for you.

02.

Federal Pell Grants (only applicable to all undergraduates and degree/certificate-seeking undergraduates)

Column 1. Report the number of all undergraduate (Group 1) students who were awarded Federal Pell Grants. Do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants).

Column 2. The percentage of all undergraduate (Group 1) students who were awarded Federal Pell Grants is calculated for you.

Column 3. Report the total dollar amount of Federal Pell Grants awarded to all undergraduate (Group 1) students. Do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants)

Column 4. The average amount of Federal Pell Grants awarded to all undergraduate (Group 1) students is calculated for you.

Column 5. The number of degree/certificate-seeking students who were awarded Federal Pell Grants is calculated for you.

Column 6. The percentage of degree/certificate-seeking students who were awarded Federal Pell Grants is calculated for you.

Column 7. The total dollar amount of Federal Pell Grants awarded to degree/certificate-seeking students is calculated for you.

Column 8. The average amount of Federal Pell Grants awarded to degree/certificate-seeking students is calculated for you

03.

Federal student loans (only applicable to all undergraduates and degree/certificate-seeking undergraduates)

Column 1. Report the number of all undergraduate (Group 1) students who were awarded federal loans to students. Do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).

Column 2. The percentage of all undergraduate (Group 1) students who were awarded federal student loans is calculated for you.

Column 3. Report the total dollar amount of federal student loans awarded to all undergraduate (Group 1) students. Do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).

Column 4. The average amount of federal student loans awarded to all undergraduate (Group 1) students is calculated for you.

Column 5. The number of degree/certificate-seeking students who were awarded federal loans to students is calculated for you.

Column 6. The percentage of degree/certificate-seeking students who were awarded federal student loans is calculated for you.

Column 7. The total dollar amount of federal student loans awarded to degree/certificate-seeking students is calculated for you.

Column 8. The average amount of federal student loans awarded to degree/certificate-seeking students is calculated for you.

Part C, Page 1 - Enter Financial Aid About Group 2 [Applicable to public reporters only]

This part is intended to collect information about the number of Group 2 students who may be paying different tuition rates. Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior Fall.


Data carried forward from Part A include the following:


Information from Part A:

Prior Fall

Group 2

Full-time, first-time degree/certificate-seeking undergraduates

(This number is carried forward from Part A, Line 02)

Carried forward from Part A


Item

Description

01.


01a.

Group 2 students paying in-district tuition rates

Column 1. Report the number of Group 2 students paying the in-district tuition rate.

Column 2. The percentage of Group 2 students paying the in-district tuition rate is calculated for you.

01b.

Group 2 students paying in-state tuition rates

Column 1. Report the number of Group 2 students paying the in-state tuition rate.

Column 2. The percentage of Group 2 students paying the in-state tuition rate is calculated for you.

01c.

Group 2 students paying out-of-state tuition rates

Column 1. Report the number of students in Group 2 paying the out-of-state tuition rate.

Column 2. The percentage of students in Group 2 paying the out-of-state tuition rate is calculated for you.

01d.

Unknown (calculated value)

Column 1. The number of students in Group 2 whose tuition rate is unknown is generated for you. This value is calculated using the following formula:

[A02 – (C01a + C01b + C01c)].

Column 2. The percentage of students in Group 2 whose tuition rate is unknown is calculated for you.


Part C, Page 2 - Enter Financial Aid About Group 2 [Instructions related to the in-state or in-district rate applicable to public institutions only]

This part is intended to collect information about the number of Group 2 students and the total amounts of aid they were awarded by different aid types. For academic reporters, Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior Fall. For program reporters, Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled any time during the prior academic year.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should be included for Group 2 in Part C under "Other federal grants".




For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior Fall (academic reporters) or any time during the prior academic year (program reporters)

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from the state/local government

  • Grant or scholarship aid from the institution

  • Loans to students from the federal government

  • Do not include grant or scholarship aid from private or other sources

  • Do not include PLUS loans or loans made to anyone other than the student

  • Any time during the prior academic year

  • For program reporters, this is the aid year period from July 1 through June 30.


Data carried forward from Part A include the following:


Information from Part A:

Prior Fall

Group 2a

Of those in Group 2, those who were awarded any Federal Work Study, loans to students, or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution

(This number is carried forward from Part A, Line 02a)

Carried forward from Part A

Group 2b

Of those in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution

(This number is carried forward from Part A, Line 02b)

Carried forward from Part A

Group 03

Of those in Group 2, those (enrolled in the largest program for program reporters) who paid the lower of in-state or in-district tuition rate and were awarded grant or scholarship aid from the federal government, state/local government, or the institution

(This number is carried forward from Part A, Line 03)

Carried forward from Part A



Note: Two aid categories in this section are further disaggregated into subcategories. Because students may be awarded more than one type of aid, the sum of the values you enter in the subcategories will not necessarily equal the value you enter in the aid category. However, the total number of students reported for the aid category cannot exceed the sum of subcategories. (For example, the number of students who were awarded federal grants cannot exceed the sum of the number of students who were awarded Federal Pell Grants and the number who were awarded other federal grants). In addition, the total number of students reported for an aid category must be at least as large as the largest of those reported in a subcategory.


Instructions:


In the fields provided, report the number of Group 2 students and the total amount of aid they were awarded for each type of aid.


Item

Description

01.

Grant or scholarship aid from the federal government, state/local government, and the institution


Column 1. Report the number of Group 2 students who were awarded one or more grants or scholarships from the federal government, state/local government, or the institution. If a student appears in more than one type of aid category in Lines 02 through 04, that student should only be counted once for Line 01. Do not include students who were awarded only grants or scholarships from private sources (e.g., Rotary Club Scholarship).

Column 2. The percentage of Group 2 students who were awarded one or more grants or scholarships from the federal government, state/local government, or the institution will be calculated for you.

Column 3. The total dollar amount for Line 01 will be calculated for you. This value is calculated using the following formula: [(Line 02, Column 3) + (Line 03, Column 3) + (Line 04, Column 3)].

Column 4. The average amount of grants or scholarships from the federal government, state/local government, or the institution awarded to Group 2 students will be calculated for you.

02.

Federal grants

This aid category is disaggregated into the following two subcategories: Federal Pell Grants and other federal grants.

Column 1. Report the number of Group 2 students who were awarded one or more grants from the federal government. This includes Federal Pell Grants and other federal grants. If a student appears in more than one type of aid category in Lines 02a or 02b, that student should only be counted once for Line 02. Note that this number should be at least as large as the largest number reported in Line 02a, Column 1 or Line 02b, Column 1. In addition, this number cannot exceed the sum of [(Line 02a, Column 1) + (Line 02b, Column 1)].

Column 2. The percentage of Group 2 students who were awarded one or more grants from the federal government will be calculated for you.

Column 3. The total dollar amount for Line 02 will be calculated for you. This value is calculated using the following formula: [(Line 02a, Column 3) + (Line 02b, Column 3)].

Column 4. The average amount of grants from the federal government awarded to Group 2 students will be calculated for you.

02a.

Federal Pell grants

Column 1. Report the number of Group 2 students who were awarded a Federal Pell Grant.

Column 2. The percentage of Group 2 students who were awarded a Federal Pell Grant will be calculated for you.

Column 3. Report the total dollar amount of all Federal Pell Grants awarded to Group 2 students.

Column 4. The average amount of Federal Pell Grants awarded to Group 2 students will be calculated for you.

03.

State/local government grants or scholarships (grants/scholarships/waivers)

Column 1. Report the number of Group 2 students who were awarded grant or scholarship aid from a state/local government. This includes grants, scholarships, or waivers funded by a state or local government. Do not include any other types of grants.

Column 2. The percentage of Group 2 students who were awarded grants or scholarships from a state/local government will be calculated for you.

Column 3. Report the total dollar amount of all grants or scholarships from a state/local government awarded to Group 2 students.

Column 4. The average amount of grants or scholarships from a state/local government awarded to Group 2 students will be calculated for you.

04.

Institutional grants or scholarships (scholarships/fellowships)

Column 1. Report the number of Group 2 students who were awarded grant or scholarship aid from the institution. This includes grants, scholarships, or fellowships funded by the institution. Do not include any other types of grants.

Column 2. The percentage of Group 2 students who were awarded grants or scholarships from the institution will be calculated for you.

Column 3. Report the total dollar amount of all grants or scholarships from the institution awarded to Group 2 students.

Column 4. The average amount of grants or scholarships from the institution awarded to Group 2 students will be calculated for you.

05.

Loans to students

This aid category is disaggregated into the following two subcategories: federal loans and other loans.

Column 1. Report the number of Group 2 students who were awarded one or more loans to students. This includes loans from the federal government and from other sources (including private lenders). If a student appears in more than one type of loan category in Lines 05a or 05b, that student should only be counted once for Line 05. Note that this number should be at least as large as the largest number reported in Line 05a, Column 1 or Line 05b, Column 1. In addition, this number cannot exceed the sum of [(Line 05a, Column 1) + (Line 05b, Column 1)].

Column 2. The percentage of Group 2 students who were awarded one or more loans to students will be calculated for you.

Column 3. The total dollar amount for Line 05 will be calculated for you. This value is calculated using the following formula: [(Line 05a, Column 3) + (Line 05b, Column 3)].

Column 4. The average amount of loans to students awarded to Group 2 students will be calculated for you.

05a.

Federal loans

Column 1. Report the number of Group 2 students who were awarded one or more loans to students from the federal government. Do not include loans to others (e.g., PLUS loans to parents) and do not include any other type of grant or loan aid.

Column 2. The percentage of Group 2 students who were awarded one or more loans to students from the federal government will be calculated for you.

Column 3. Report the total dollar amount of all loans to students from the federal government awarded to Group 2 students.

Column 4. The average amount of loans to students from the federal government awarded to Group 2 students will be calculated for you.

05b.

Other loans

Column 1. Report the number of Group 2 students who were awarded one or more loans to students from sources other than the federal government. This includes private loans to students. Do not include loans to others (e.g., loans to parents).

Column 2. The percentage of Group 2 students who were awarded one or more loans to students from sources other than the federal government will be calculated for you.

Column 3. Report the total dollar amount of all loans to students from sources other than the federal government awarded to Group 2 students.

Column 4. The average amount of loans to students from sources other than the federal government awarded to Group 2 students will be calculated for you.


Cost of Attendance Revision

If you made errors in the prior year reporting of cost of attendance in the IC component, you can make changes in the SFA component. However, there are no prior year revisions for the SFA component. Please refer to the instructions on reporting cost of attendance in the IC component.


Estimates of expenses for books and supplies, room and board, and other expenses are those from the Cost of Attendance report used by the financial aid office in determining financial need. Please talk to your financial aid office to get these numbers to ensure that you are reporting correctly.


Part D - Enter Financial Aid About Group 3 [Instructions related to the in-state or in-district rate applicable to public institutions only]

This part is intended to collect information used to estimate the average net price for Group 3 students in Part F.


Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who paid the lower of in-state or in-district tuition rate and were awarded grant or scholarship aid from the following sources: federal government, state/local government, or the institution. Students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid should not be included in this group.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should NOT be included for Group 3 in Part D under "Report the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students," as inclusion of these grants would skew net price calculations.


For this part, report:


For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior fall who paid the lower of in-state or in-district tuition rate and were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

  • Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid.

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from the state/local government

  • Grant or scholarship aid from the institution

  • Do not include grant or scholarship aid from private or other sources


  • Any time during the prior academic year



Information from Part A:

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA

2021-22

2019-20

2020-21

Group 3

Full-time, first-time degree/certificate-seeking undergraduate students who paid the lower of in-state or in-district tuition rate and were awarded grant or scholarship aid from the federal government, state/local government, or the institution

(This number is carried forward from Part A, Line 03)

Pre-loaded

Pre-loaded

Carried forward from Part A

In this part, you will be asked to report living arrangement information for Group 3 students. The living arrangement categories used in this component are the same categories used to describe living arrangements for Federal Student Aid purposes. Students indicate their intended living arrangement on the Free Application for Federal Student Aid (FAFSA).


Institutions should use the most recently available information regarding student living arrangements. For example, a student may have indicated on her or his FAFSA or an institutional financial aid application that she or he planned to live at home with family. But when the student enrolled, she or he decided to live on campus. Although the student may not have modified the FAFSA to reflect the updated living arrangement, the institution may have more recent information in its financial aid system indicating that the student lived on campus according to the most recent aid package for that student during the financial aid year. In this case, the institution should classify this student as an on-campus student.


A student should be counted in only one category—the one that the institution used most recently to develop or modify that student’s financial aid package. If a student in this group did not complete the FAFSA, that student may appear as having an unknown living arrangement in Line 01d. However, if the institution knows the living arrangement for the student, then the student should be reported in the appropriate category.


Instructions:

In the fields provided, report the number of Group 3 students with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students.


Item

Description

01. Report the number of Group 3 students with the following living arrangements.

01a.

On-campus. Report the number of Group 3 students who lived on-campus.

01b.

Off-campus (with family). Report the number of Group 3 students who lived off-campus with their parents or guardians.

01c.

Off-campus (not with family). Report the number of Group 3 students who lived off-campus not with their parents or guardians.

01d.

Unknown (calculated). This value is calculated using the following formula: [A03 – (D01a + D01b + D01c)], where A03 is the number of Group 3 students that you entered in Part A, Line 03. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.

02.

Report the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students

Report the total dollar amount of grants and scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students. Exclude grant or scholarship aid from private sources (e.g., Rotary Club Scholarship) and exclude all loan aid.

03.

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students

The average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students will be calculated for you. This value is calculated using the following formula: [D02/A03]. This amount will be used in Part F to calculate net price.


Part E - Enter Financial Aid About Group 4 [Instructions related to the in-state or in-district rate applicable to public institutions only]

This part is intended to collect information used to estimate the average net price for Group 4 students in Part G.


Group 4 students are full-time, first-time degree/certificate-seeking undergraduates enrolled in the prior fall who paid the lower of in-state or in-district tuition rate and were awarded any Title IV federal student aid (i.e., students who were awarded federal grant aid or who were awarded federal work study or federal student loans).


Title IV federal student aid includes the following:

  • Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Academic Competitiveness Grant (ACG), National Science and Mathematics Access to Retain Talent Grant (National SMART Grant), Teacher Education Assistance for College and Higher Education (TEACH) Grant

  • Federal Work Study (FWS)

  • Federal Perkins Loan, Subsidized Direct or FFEL Stafford Loan, and Unsubsidized Direct or FFEL Stafford Loan programs.

Note: Report 100% of student FSEOG and FWS award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG and FWS award amounts should not exceed program amounts budgeted for the award year. That is, if the institution’s packaging policy includes an over-awarding strategy to account for attrition to make sure all funds are expended, exclude these amounts from award amounts reported to IPEDS.

Emergency grants funded under the CARES, CRRSA, and ARP Acts should NOT be included for Group 4 in Part E under "grant or scholarship aid from the following sources: the federal government, state/local government, or the institution," as inclusion of these grants would skew net price calculations.


For this part, report:


For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior fall who paid the lower of in-state or in-district tuition rate and were awarded any Title IV federal student aid

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from the state/local government

  • Grant or scholarship aid from the institution

  • Do not include grant or scholarship aid from private or other sources

  • Do not include loan amounts.

  • Do not include Federal Work Study amounts.

  • Any time during the prior academic year


Information from Part A:

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA

2021-22

2019-20

2020-21

Group 4


Full-time, first-time degree/certificate-seeking undergraduate students who paid the lower of in-state or in-district tuition rate and were awarded any Title IV federal student aid

(This number is carried forward from Part A, Line 04)

Pre-loaded

Pre-loaded

Carried forward from Part A


Notes: In this part, you will be asked to report living arrangement information for Group 4 students. The living arrangement categories used in this component are the same categories used to describe living arrangements for Federal Student Aid purposes. Students indicate their intended living arrangement on the Free Application for Federal Student Aid (FAFSA).


Institutions should use the most recently available information regarding student living arrangements. For example, a student may have indicated on her or his FAFSA or an institutional financial aid application that she or he planned to live at home with family. But when the student enrolled she or he decided to live on campus. Although the student may not have modified the FAFSA to reflect the updated living arrangement, the institution may have more recent information in its financial aid system indicating that the student lived on campus according to the most recent aid package for that student during the financial aid year. In this case, the institution should classify this student as an on-campus student.


A student should be counted in only one category—the one that the institution used most recently to develop or modify that student’s financial aid package. If a student in this group did not complete the FAFSA, that student may appear as having an unknown living arrangement in Line 01d. However, if the institution knows the living arrangement for the student, then the student should be reported in the appropriate category.


In this part, you will also be asked to report the number of students in Group 4 and the total amount of grant or scholarship aid they were awarded by income level. To determine the income level of the student, use the income that was used by the institution’s financial aid office to determine the student’s Expected Family Contribution (EFC). For dependent students this will include the parents’ adjusted gross income and the student’s adjusted gross income. For independent students this will include the student’s adjusted gross income.


Instructions:

In the fields provided, report the number of Group 4 students with each type of living arrangement.

Item

Description

01. Report the number of Group 3 students with the following living arrangements.

01a.

On-campus. Report the number of Group 4 students who lived on-campus.

01b.

Off-campus (with family). Report the number of Group 4 students who lived off-campus with their parents or guardians.

01c.

Off-campus (not with family). Report the number of Group 4 students who lived off-campus not with their parents or guardians.

01d.

Unknown (calculated). This value is calculated using the following formula: [A04 – (E01a + E01b + E01c)], where A04 is the number of Group 4 students that you entered in Part A, Line 04. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.


In the fields provided, report the number of Group 4 students who were awarded any Title IV aid (column 1); the number of Group 4 students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution (column 2); and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students by income level (column 3).


Item



Description

01

02a.

$0–30,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02b.

$30,001–48,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02c.

$48,001–75,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02d.

$75,001–110,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02e.

$110,001 and more

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02f.

Total all income levels

Column 1. The total number of Group 4 students who were awarded any Title IV aid will be calculated for you.

Column 2. The total number of Group 4 students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution will be calculated for you.

Column 3. The total amount of grant or scholarship aid awarded to Group 4 students from the federal government, state/local government, or the institution will be calculated for you.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students from the federal government, state/local government, or the institution will be calculated for you.


Part F - Net Price Calculation for Group 3 [Instructions related to the in-state or in-district rate applicable to public institutions only]

This part is intended to summarize the information used to estimate the average net price for Group 3 students.


Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. For public institutions, Group 3 includes only those students who paid the lower of in-state or in-district tuition rate.


As required by the HEA, as amended (2008), the average net price for Group 3 students will be posted on College Navigator. In addition, the average net price calculated for this group will be used in the U.S. Department of Education's College Affordability and Transparency lists.


The components used to estimate the average net price include the average total cost of attendance and the average grant or scholarship aid awarded to Group 3 students. The total cost of attendance is the sum of published tuition and required fees (Line 01), books and supplies (Line 02) and the weighted average by living arrangement for room and board and other expenses (Line 05). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.


The source or calculation for each line is described here.

Item

Description

01

Published tuition and required fees (lower of in-state or in-district at public institutions)


The published tuition and required fees (lower of in-state or in-district at public institutions) are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


02

Books and supplies


The cost for books and supplies are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


03

Room and board and other expenses by living arrangement


The cost for room and board and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


04

Number of Group 3 students by living arrangement


These numbers are carried forward from Part D, Lines 01a through 01d.


05

Weighted average by living arrangement (excluding unknown values) for room and board and other expenses


This value is generated by determining the average room and board and other expenses (Lines 03a through 03c) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula:

Line 05 = [(Line 03a*(Line 04a/(Line 04a+Line 04b+Line 04c))] + [Line 03b*(Line 04b/(Line 04a+Line 04b+Line 04c))] + [Line 03c*(Line 04c/(Line 04a+Line 04b+Line 04c))]


06

Total cost of attendance


This value is calculated using the following formula: Line 01 + Line 02 + Line 05.


07

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students


This value is carried forward from Part D, Line 04.


08

Average institutional net price for Group 3 students


The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded grant or scholarship aid from the federal government, state/local government, or the institution is calculated for you. This value is calculated using the following formula: Line 06 – Line 07. The average net price for Group 3 students will be posted on College Navigator and used in the U.S. Department of Education's College Affordability and Transparency lists.


Part G - Net Price Calculation for Group 4

This part is intended to summarize the information used to estimate the average net price for Group 4 students.


Group 4 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded Title IV federal student aid. For public institutions, Group 4 includes only those students who paid the lower of in-state or in-district tuition rate.


As required by the HEA, as amended (2008), the average net price for Group 4 students will be posted on College Navigator.


The components used to estimate the average net price include the average total cost of attendance and the average grant or scholarship aid awarded to Group 4 students. The total cost of attendance is the sum of published tuition and required fees (Line 01), books and supplies (Line 02) and the weighted average by living arrangement for room and board and other expenses (Line 05). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.


The source or calculation for each line is described here.


Item

Description

01

Published tuition and required fees (lower of in-state or in-district at public institutions)


The published tuition and required fees (lower of in-state or in-district at public institutions) are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


02

Books and supplies


The cost for books and supplies are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


03

Room and board and other expenses by living arrangement


The cost for room and board and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


04

Number of Group 4 students by living arrangement


These numbers are carried forward from Part E, Lines 01a through 01d.


05

Weighted average by living arrangement (excluding unknown values) for room and board and other expenses


This value is generated by determining the average room and board and other expenses (Lines 03a through 03c) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula: Line 05 = [Line 03a*(Line 04a/(Line 04a+Line 04b+Line 04c))]+[Line 03b*(Line 04b/(Line 04a+Line 04b+Line 04c))]+[Line 03c*(Line 04c/(Line 04a+Line 04b+Line 04c))]


06

Total cost of attendance


This value is calculated using the following formula: Line 01 + Line 02 + Line 05.


07

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 4 students


These values are carried forward from Part E, Line 04, Column 4 for each income level.


08

Average institutional net price for Group 4 students


The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded Title IV federal student aid is calculated for you. These values are calculated for each income level using the following formula: Line 06 – Line 07. The average net price for Group 4 students by income level will be posted on College Navigator.


Section 2. Military Servicemembers and Veteran Students with Benefits


Purpose of Component

The purpose of the Student Financial Aid (SFA) component is to collect information about the financial aid provided to various groups of undergraduates in order to meet requirements of the Higher Education Act of 1965, as amended. Starting in the 2014-15 data collection year, SFA expanded to collect information on the federal dollars supporting military servicemember and veteran undergraduate and graduate students.


As presented in the Technical Review Panel Report #36 (March 2012), the increase in beneficiaries and federal dollars has led to an increased demand for information to help prospective students decide where to use their educational benefits, researchers to study the impact of the programs on college outcomes, and policymakers to assess the effectiveness of benefits programs and return on investment.


Who Must Report

All registered IPEDS institutions that educate military servicemembers, veterans, or eligible dependents receiving any Tuition Assistance Program or Post-9/11 GI Bill benefits. Report only those that RECEIVED the benefit(s).


General Instructions

What You Will Need

If you are unfamiliar with these educational benefits, a general synopsis of each program is found below.


1. Post-9/11 GI Bill

  • Effective August 1, 2009, benefit provides payment of tuition and fees, monthly housing allowance, and books and supplies stipend.

  • Tuition and fees are paid directly to the institution on behalf the students; thus, institutions should know which students have Post-9/11 GI Bill benefits and the amount of benefits received at the institution.

  • Educational benefits can be transferred to a dependent.

  • Program expanded in 2011 to cover non-degree-granting programs, apprenticeships/on-the-job training programs, flight training programs, and training correspondence.

  • The Yellow Ribbon program through the Post-9/11 GI Bill is an institutional aid matching program only for tuition and fees for students attending participating institutions.

  • For more information, visit the Department of Veteran Affairs, Post-9/11 GI Bill Benefits website http://www.benefits.va.gov/gibill/post911_gibill.asp


2. Department of Defense Tuition Assistance Program (DOD TAP)

  • For active duty servicemembers, reservists called to active duty, and their spouses.

  • Educational payments cover only tuition and fees and are made directly to the institution.

  • GI Bill benefits can be used to supplement costs not covered by this program.

  • For more information, visit the Department of Defense Tuition Assistance Program website http://www.dodmou.com/ and see 38 USC § 36 (2020).


Consult and verify the data with your institutional representative who certifies these benefits. This individual or office may not be in the student financial aid office.


About the Data

The Post-9/11 GI Bill and Tuition Assistance programs may only highlight two of many educational benefits provided to military servicemembers and veterans. However, from a national perspective, Post-9/11 GI Bill and Tuition Assistance programs are more likely to be found across over 6,000 IPEDS institutions.



For Yellow Ribbon participating institutions, the institutional aid provided through the Post-9/11 GI Bill Yellow Ribbon matching program should NOT be included in the Post-9/11 GI Bill’s Total dollar amount of benefits/assistance awarded through the institution.


Coverage

Reporting Period

The data reported for the Post-9/11 GI Bill benefit questions should be for the prior academic year, from July 1 to June 30. For example, for the 2022-23 data collection year, the data reported will be July 1, 2021-June 30, 2022.


The data reported for the Department of Defense Tuition Assistance Program questions should be for the prior academic year, from October 1 to September 30. For example, for the 2022-23 data collection year, the data reported will be October 1, 2021-September 30, 2022.


Detailed Instruction

This section provides line-by-line instructions for the Military Servicemember and Veteran Benefits questions.


For the Post-9/11 GI Bill benefit, please provide in the first column the number of students receiving the benefit during the July 1-June 30 reporting period (see coverage above). In the second column, provide the total dollar amount for each benefit during the same reporting period.


For the Department of Defense Tuition Assistance Program benefit, please provide in the first column the number of students receiving the benefit during the October 1-September 30 reporting period (see coverage above). In the second column, provide the total dollar amount for each benefit during the same reporting period.


If your institution did not have any student beneficiaries for one of the benefit programs, enter a zero (0) in the cell. In other words, do NOT leave the cell blank for a program that did not have any beneficiaries.


For Yellow Ribbon participating institutions, the institutional aid provided through the Post-9/11 GI Bill Yellow Ribbon matching program should NOT be included in the Post-9/11 GI Bill’s Total dollar amount of benefits/assistance awarded through the institution.




Student Financial Aid Instructions for Institutions Reporting on a Full-year Cohort (Program Reporters)

Table of Contents

The Student Financial Aid (SFA) component is divided into two sections. Section 1 discusses the portion of the SFA component that asks questions about your undergraduate students only. Section 2 explains the portion of the SFA component that ask questions about your military and veteran students and includes both undergraduate and graduate students. As you complete both sections of SFA, please refer to the "Where to Get Help" and "Where the Data Will Appear" sections.

Where to Get Help

Where the Data Will Appear

Section 1. SFA - Undergraduate Students

Purpose of Component

Who Must Report

Changes in Reporting

General Instructions

What You Will Need

About the Data

Context Boxes

Interactive Edits

Coverage

Reporting Period

Student Cohort

What to Include

What NOT to Include

Detailed Instructions

Part A - Establish Your Groups

Part B - Financial Aid About Group 1

Part C - Enter Financial Aid About Group 2

Part D - Enter Financial Aid About Group 3

Part E - Enter Financial Aid About Group 4

Part F - Net Price Calculation for Group 3

Part G - Net Price Calculation for Group 4

Section 2. Military Servicemembers and Veteran Students with Benefits

Purpose

Who Must Report

General Instructions

What You Will Need

About the Data

Coverage

Reporting Period

Detailed Instructions


Where to Get Help with Reporting

IPEDS Help Desk

Phone: (877) 225-2568

E-mail: [email protected]


Web Tutorials

You can consult the IPEDS Website's Trainings & Outreach page which contains several tutorials on IPEDS data collection, a self-paced overview of IPEDS tools, and other valuable resources.


IPEDS Resource Page

The IPEDS Website's Reporting Tools page contains frequently asked questions, a link to data tip sheets, tutorials, taxonomies, information centers (e.g., academic libraries, average net price, human resources, race/ethnicity, etc.), and other valuable information.


Where the Reported Data Will Appear

Data collected through IPEDS will be accessible at the institution and aggregate levels.


At the institution-level, data will appear in the:

  • College Navigator Website

  • IPEDS Use the Data portal

  • IPEDS Data Feedback Reports

  • College Affordability and Transparency Center Website

At the aggregate-level, data will appear in:

  • IPEDS Data Explorer

  • IPEDS Data Feedback Reports

  • The Digest of Education Statistics

  • The Condition of Education


Section 1. SFA - Undergraduate Students


Purpose of Component

  • The purpose of the IPEDS Student Financial Aid (SFA) component is to collect information about financial aid provided to various groups of undergraduate students in order to meet requirements of the Higher Education Act of 1965 (HEA), as amended. Item areas include:

  • Financial aid about all undergraduate students

  • Financial aid about all full-time, first-time degree/certificate-seeking students

  • Financial aid and living arrangement information about all full-time, first-time degree/certificate-seeking students who were awarded grant aid. For public institutions, this includes only students who paid the lower of in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.

  • Financial aid and living arrangement information about all full-time, first-time degree/certificate-seeking students who were awarded any Title IV federal student aid by income. For public institutions, this includes only students who paid the lower of in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.

  • Net Price Calculation for full-time, first-time degree/certificate-seeking students who were awarded grant aid. For public institutions, this includes only students who paid the lower of in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.

  • Net Price Calculation for full-time, first-time degree/certificate-seeking students who were awarded any Title IV federal student aid by income. For public institutions, this includes only students who paid the lower of in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.


Who Must Report

Institutions that had undergraduate students enrolled during the prior academic year must report.


Changes in reporting:

The following changes were implemented for the 2022-23 data collection period:

  • Degree/certificate-seeking and non-degree/certificate-seeking data items were added in Parts A and B to disaggregate financial aid award amounts reported in Part B by these student categories.

  • New FAQs were added to clarify concepts.

  • Aid that should be include has been updated.

  • Minor wording changes were made for clarification.


General Instructions

What You Will Need

The institution’s financial aid system should be the starting point for reporting to this IPEDS component.


Data providers for this component should be familiar with college and university practices associated with student financial aid. In general, there are two types of financial aid data that will be requested in this component. These types are:


  • Numbers of students that meet certain conditions

  • Total aid dollars awarded to these students


To complete this component, data providers will need the following:


1. Financial aid information about the following student groups:

  • Group 1. All undergraduate students

  • Group 2. Of the students in Group 1, those who are full-time, first-time degree/certificate-seeking students

  • Group 3. Of the students in Group 2, those who paid the lower of in-state or in-district tuition rate and were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

  • Group 4. Of the students in Group 2, those who paid the lower of in-state or in-district tuition rate and were awarded Title IV federal student aid


2. Living arrangement information for full-time, first-time degree/certificate-seeking undergraduate students who paid the lower of in-state or in-district tuition rate and were awarded grant or scholarship aid during the reporting period


3. Living arrangement information for full-time, first-time degree/certificate-seeking undergraduate students who paid the lower of in-state or in-district tuition rate and were awarded Title IV federal student aid during the reporting period


4. Income levels for full-time, first-time degree/certificate-seeking undergraduate students who paid the lower of in-state or in-district tuition rate and were awarded Title IV federal student aid during the reporting period


About the Data

Five different types of data appear in this component. There are data:

  • That institutions provide from their own financial aid records

  • That are prior-year data, shown in red, which can be used as a comparison with the current year's data (i.e., the data that is being reported)

  • That are carried forward from the IPEDS Fall Enrollment (EF) component and the IPEDS Institutional Characteristics (IC) component that your institution completed in the most recent collections of those components

  • That are carried forward from one part of the Student Financial Aid component to another part to ensure that the data are internally consistent

  • That are calculated from the other data elements


In the latter two cases, the data provider should check that the data that are carried forward and calculated are consistent with the data in the institution's underlying financial aid records. If the data carried forward or calculated are not consistent with the institution's records, then an error in data entry may have occurred.


Context Boxes

Optional context boxes throughout the component allow institutions to provide more information regarding reported data. Note that the information in these context boxes may be posted on the U.S. Department of Education’s College Navigator website. NCES will review entries in these context boxes for applicability and appropriateness before posting them on College Navigator. However, institutions should ensure that entries in these context boxes are free from grammatical and spelling errors and are written so that they can be understood by students and parents.


Interactive Edits

This component contains interactive edits that will check for blank fields, invalid values, or values that fall outside expected ranges. Some error messages will require you to confirm or explain the values that you entered. Some error messages are fatal and will require you to contact the IPEDS Help Desk at (877) 225-2568 or [email protected] for resolution.


Coverage

Reporting Period

The data reported for this component should be for the prior academic year. For the purposes of reporting to SFA, the aid year period runs from July 1 through June 30.


Program reporters will report students' aid data for an institutionally defined academic year. This is the academic year length, in weeks, used by your institution to calculate your Pell budget. It must begin within the aid year period specified above and will vary from student to student depending on when he or she enrolled.


Student Cohort

The student cohort covered by this component includes undergraduate students enrolled any time during the prior academic year (the aid year period from July 1 through June 30).


What to Include

The following types of financial aid should be reported in this component:

  • Title IV aid: Title IV aid includes Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Teacher Education Assistance for College and Higher Education (TEACH) Grant, Federal Work Study (FWS), and the Subsidized and Unsubsidized Direct Loan programs. Report 100% of student FSEOG and FWS award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG and FWS award amounts should not exceed program amounts budgeted for the award year. That is, if the institution’s packaging policy includes an over-awarding strategy to account for attrition to make sure all funds are expended, exclude these amounts from award amounts reported to IPEDS.

  • Federal grants (grants/educational assistance funds): Grants provided by federal agencies such as the U.S. Department of Education, including Title IV federal student aid program grants such as Federal Pell Grants, Federal Supplemental Educational Opportunity Grants (FSEOG), Academic Competitiveness Grants (ACG), National Science and Mathematics Access to Retain Talent (National SMART) Grants, and Teacher Education Assistance for College and Higher Education (TEACH) Grants. Also include need-based and merit-based educational assistance funds and training vouchers provided from (a) other federal agencies and/or (b) federally-sponsored educational benefits programs.


Do not include veterans’ education benefits, as defined in section 480(c) of the HEA, as they are no longer treated as Estimated Financial Assistance (EFA) for Federal Student Aid's purposes. For more information, visit https://ifap.ed.gov/electronic-announcements/08-13-2009-general-subject-guidance-federal-veterans-education-benefits.

  • Federal Work Study: Money earned by students based on financial need to meet postsecondary education costs who are employed part-time, typically in education related employment or community service activities on- campus or off-campus at the institution, or a private for-profit or nonprofit business, agency, or organization. Earnings include the federal and nonfederal share of wages, benefits, withholdings, and other employment deductions. It includes credit and non-credit employment. Examples of types of employment include, but is not limited to, assistantships, apprenticeships, internships, externships, and cooperative education experiences. While it does not include institutional and state work study programs, the non-federal share includes all state and local funds used to match these programs. See applicable federal, state, local, and institutional program rules for additional information.

  • Federal loans to students: Money borrowed from the federal government that must be repaid for which the student is the designated borrower. This type of aid includes all Title IV federal student programs such as Federal Perkins Loans, Subsidized Direct or FFEL Stafford Loans, and Unsubsidized Direct or FFEL Stafford Loans. It also includes Health Professions Student Loans, Loans for Disadvantaged Students, Nursing Student Loans, and Primary Care Loans. Do not include PLUS loans and other federal loans not made directly to the student.

  • State/local government grants (grants/scholarships/waivers): Grants that were awarded by your state such as Leveraging Educational Assistance Partnerships (LEAP) (formerly SSIGs), the Special Leveraging Educational Assistance Program (SLEAP), the Grants for Access and Persistence (GAP) Program, and Robert C. Byrd Honors Scholarships. Include merit-based grants or scholarships that were provided by your state or local government. Also include tuition and fee waivers for which your institution was reimbursed by a state or local government agency.

  • Institutional grants or scholarships (scholarships/waivers): Grants, scholarships, and fellowships granted and funded by the institution and/or individual departments within the institution and are limited to students attending your institution. Include scholarships targeted to certain individuals (e.g., based on state of residence, major, or participation in athletic activities) for which the institution designates the recipient. Also include institutional tuition and fee waivers for which your institution was not reimbursed by a state or local government agency. This is not intended to include Federal Work Study.

  • Institutional loans to students: Short-term and long-term education loans to students made by the institution or its Schools, Colleges, or student organizations, including emergency education loans backed by a surety (i.e., financial guarantee). Exclude loans not made directly to the student, loans contingent on the student’s financial aid (also known as payment deferments) not backed by another source of security, and Income share agreements.

  • Private grants or scholarships: Grants or scholarships to students awarded and paid by an outside organization but directed through the institution's financial aid office and/or business office (e.g., Rotary Club Scholarship).

  • Private loans to students: Monies that must be repaid to the lending institution for which the student is the designated borrower. Include all institutionally and privately sponsored loans. Do not include loans that are not made directly to the student. Do not include loans contingent on the student’s financial aid (also known as payment deferments) not backed by another source of security.


NOTE: In this component, "aid awarded" refers to grant or scholarship aid that was awarded to students or to loans awarded to students. For reporting grant or scholarship aid, institutions should report on aid that was awarded to students. This amount may be different from the amount that was actually disbursed to students. For example, a student may be awarded grant or scholarship aid at the beginning of the academic year but then leave the institution before the entire amount is disbursed. In this case, institutions should report the original amount of grant or scholarship aid that was awarded. For reporting loans to students, institutions should continue to report on loans that were awarded to and accepted by the student.


Note also that different types of financial aid should be reported for different groups of students. Please review the instructions and the screens carefully to ensure that you are reporting the correct types of financial aid in the appropriate parts.


Institutions need to report aid in this component such that the net price calculations shown on College Navigator and used for the College Affordability and Transparency lists are a reflection of what students actually pay.


In cases where a student is awarded aid for multiple academic years within one aid year period, institutions should report only aid awarded for the student’s first academic year.


For total aid amounts, report to the nearest whole dollar and omit cents. For student counts, an unduplicated count should be given within a given aid category (e.g., Federal Pell gGrants). However, a student can appear in more than one aid category.


What NOT to Include

Do not report student counts or aid amounts for the following:

  • Students who were only graduate students at the institution during the reporting period

  • Students who were enrolled exclusively in courses not creditable toward a certificate/degree

  • Students who were enrolled exclusively in Continuing Education Units (CEUs)

  • Students who were exclusively auditing classes

  • Students in U.S. Department of Education Federal Pell Grant Experimental Sites projects Pell programs


Do not report:

  • Federal Work Study amounts into any total aid amounts

  • ROTC aid, which are excluded from estimated financial assistance, also known as EFA calculations, in any total aid amounts

  • Loans that are made to someone other than the student

  • Military/veterans aid in Section 1 because such aid is ONLY reported in Section 2

  • Experimental Federal Pell Grant amounts


Detailed Instructions

This section provides line-by-line instructions for each part of the Student Financial Aid component.


Part A - Establish Your Groups

Part A establishes the number of students in various groups. Note that the data you report on this screen will be carried forward to other parts of the Student Financial Aid component.


Higher Education Emergency Relief Act (HEERF) grants funded under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, Coronavirus Response and Relief Supplemental Appropriations Act (CRRSAA), and American Rescue Plan (ARP) Act are to be counted as federal aid, but not Title IV aid. As such, students who only receive HEERF grants should not be included in Group 4.


Instructions:


In the fields provided, report the number of students in each of the following groups:

Item

Description

01.

Group 1

All undergraduate students


Report the number of all undergraduate students who were enrolled any time during the prior academic year. Include all new and continuing undergraduate students (full-time students, part-time students, degree/certificate-seeking students, non-degree/certificate-seeking students, and all others). This number will be preloaded from your institution's IPEDS 12-month Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.


01a.

Of those in Group 1 (all undergraduate students), those who are degree/certificate-seeking


Report the number of degree/certificate-seeking undergraduate students who were enrolled any time during the prior academic year. Include all new and continuing undergraduate students (full-time students, part-time students, degree/certificate-seeking students, non-degree/certificate-seeking students, and all others). This number will be preloaded from your institution's IPEDS 12-month Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.


01b.

Of those in Group 1 (all undergraduate students), those who are non-degree/certificate-seeking


Report the number of non-degree/certificate-seeking undergraduate students who were enrolled any time during the prior academic year. Include all new and continuing undergraduate students (full-time students, part-time students, degree/certificate-seeking students, non-degree/certificate-seeking students, and all others). This number will be preloaded from your institution's IPEDS 12-month Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.


02.

Group 2

Of those in Group 1, those who are full-time, first-time degree/certificate-seeking


Report the number of students who are full-time, first-time degree/certificate-seeking undergraduates.


02a.

Of those in Group 2, those who were awarded any Federal Work Study; loans to students; or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution


Report the number of students who were awarded any of the following:

  • Federal Work Study;

  • Government and/or private loans to students;

  • Grant or scholarship aid from the federal government, state/local government, or the institution; or

  • Grant or scholarship aid from other sources known to the institution, such as aid from private sources (e.g., Rotary Club Scholarship).


Note that the students reported in Line 02a are not defined as a particular group because no additional financial aid information will be collected about these students.


02b.

Of those in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution


Report the number of students who were awarded any of the following:

  • Government and/or private loans to students; or

  • Grant or scholarship aid from the federal government, state/local government, or the institution.


Note that the students reported in Line 02b are not defined as a particular group because no additional financial aid information will be collected about these students.


03.

Group 3

Of those in Group 2, those enrolled in your institution's largest program who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution


For public institutions, include only those students who paid the lower of in-state or in-district tuition rate. Report students who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. Do not include students who were awarded aid only from other sources.


04.

Group 4

Of those in Group 2, those enrolled in your institution's largest program who were awarded any Title IV federal student aid


For public institutions, include only those students who paid the lower of in-state or in-district tuition rate. Report students who were awarded any Title IV federal student aid (i.e., report students who were awarded federal grant aid or who were awarded federal work study or federal student loans).


Title IV federal student aid includes:

  • Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Academic Competitiveness Grant (ACG), National Science and Mathematics Access to Retain Talent Grant (National SMART Grant), Teacher Education Assistance for College and Higher Education (TEACH) Grant

  • Federal Work Study (FWS)

  • Federal Perkins Loan, Subsidized Direct or FFEL Stafford Loan, and Unsubsidized Direct or FFEL Stafford Loan programs.


Note: Report 100% of student FSEOG and FWS award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG and FWS award amounts should not exceed program amounts budgeted for the award year. That is, if the institution’s packaging policy includes an over-awarding strategy to account for attrition to make sure all funds are expended, exclude these amounts from award amounts reported to IPEDS.


Part B - Financial Aid About Group 1

This part is intended to collect information about the number of Group 1 students and the total amounts of aid they were awarded by different aid types. Group 1 students are all undergraduate students enrolled any time during the prior academic year.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should be included for Group 1 in Part B under "Grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution".


For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

  • All undergraduate students

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from the state/local government

  • Grant or scholarship aid from the institution

  • Grant or scholarship aid from other sources known to the institution

  • Loans to students from the federal government

  • Any time during the prior academic year (the aid year period from July 1 through June 30)


Data carried forward from Part A include the following:


Information from Part A:

Prior Fall

Group 1

All undergraduate students

(This number is carried forward from Part A, Line 01)

Carried forward from Part A

Of those in Group 1 (all undergraduate students), those who are degree/certificate-seeking

Carried forward from Part A

Of those in Group 1 (all undergraduate students), those who are non-degree/certificate-seeking

Carried forward from Part A


Instructions:

In the fields provided, report the number of Group 1 students and the total amount of aid awarded to these students for each type of aid.


Item

Description

01.

Grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution

Column 1. Report the number of all undergraduate (Group 1) students who were awarded grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution.

Column 2. The percentage of all undergraduate (Group 1) students who were awarded grant or scholarship aid is calculated for you.

Column 3. Report the total dollar amount of grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution awarded to all undergraduate (Group 1) students.

Column 4. The average amount of grant or scholarship aid awarded to all undergraduate (Group 1) students is calculated for you.

Column 5. Report the number of degree/certificate-seeking students who were awarded grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution.

Column 6. The percentage of degree/certificate-seeking students who were awarded grant or scholarship aid is calculated for you.

Column 7. Report the total dollar amount of grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution awarded to degree/certificate-seeking students.

Column 8. The average amount of grant or scholarship aid awarded to degree/certificate-seeking students is calculated for you.

Column 9. The number of non-degree/certificate-seeking students who were awarded grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution is calculated for you.

Column 10. The percentage of non-degree/certificate-seeking students who were awarded grant or scholarship aid is calculated for you.

Column 11. The total dollar amount of grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution awarded to non-degree/certificate-seeking students is calculated for you.

Column 12. The average amount of grant or scholarship aid awarded to non-degree/certificate-seeking students is calculated for you.

02.

Federal Pell Grants (only applicable to all undergraduates and degree/certificate-seeking undergraduates)

Column 1. Report the number of all undergraduate (Group 1) students who were awarded Federal Pell Grants. Do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants).

Column 2. The percentage of all undergraduate (Group 1) students who were awarded Federal Pell Grants is calculated for you.

Column 3. Report the total dollar amount of Federal Pell Grants awarded to all undergraduate (Group 1) students. Do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants)

Column 4. The average amount of Federal Pell Grants awarded to all undergraduate (Group 1) students is calculated for you.

Column 5. The number of degree/certificate-seeking students who were awarded Federal Pell Grants is calculated for you.

Column 6. The percentage of degree/certificate-seeking students who were awarded Federal Pell Grants is calculated for you.

Column 7. The total dollar amount of Federal Pell Grants awarded to degree/certificate-seeking students is calculated for you.

Column 8. The average amount of Federal Pell Grants awarded to degree/certificate-seeking students is calculated for you

03.

Federal student loans (only applicable to all undergraduates and degree/certificate-seeking undergraduates)

Column 1. Report the number of all undergraduate (Group 1) students who were awarded federal loans to students. Do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).

Column 2. The percentage of all undergraduate (Group 1) students who were awarded federal student loans is calculated for you.

Column 3. Report the total dollar amount of federal student loans awarded to all undergraduate (Group 1) students. Do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).

Column 4. The average amount of federal student loans awarded to all undergraduate (Group 1) students is calculated for you.

Column 5. The number of degree/certificate-seeking students who were awarded federal loans to students is calculated for you.

Column 6. The percentage of degree/certificate-seeking students who were awarded federal student loans is calculated for you.

Column 7. The total dollar amount of federal student loans awarded to degree/certificate-seeking students is calculated for you.

Column 8. The average amount of federal student loans awarded to degree/certificate-seeking students is calculated for you.

Part C, Page 1 - Enter Financial Aid About Group 2 [Applicable to public academic reporters only]

This part is intended to collect information about the number of Group 2 students who may be paying different tuition rates. Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior Fall.


Data carried forward from Part A include the following:


Information from Part A:

Prior Fall

Group 2

Full-time, first-time degree/certificate-seeking undergraduates

(This number is carried forward from Part A, Line 02)

Carried forward from Part A


Item

Description

01.


01a.

Group 2 students paying in-district tuition rates

Column 1. Report the number of Group 2 students paying the in-district tuition rate.

Column 2. The percentage of Group 2 students paying the in-district tuition rate is calculated for you.

01b.

Group 2 students paying in-state tuition rates

Column 1. Report the number of Group 2 students paying the in-state tuition rate.

Column 2. The percentage of Group 2 students paying the in-state tuition rate is calculated for you.

01c.

Group 2 students paying out-of-state tuition rates

Column 1. Report the number of students in Group 2 paying the out-of-state tuition rate.

Column 2. The percentage of students in Group 2 paying the out-of-state tuition rate is calculated for you.

01d.

Unknown (calculated value)

Column 1. The number of students in Group 2 whose tuition rate is unknown is generated for you. This value is calculated using the following formula:

[A02 – (C01a + C01b + C01c)].

Column 2. The percentage of students in Group 2 whose tuition rate is unknown is calculated for you.


Part C, Page 2 - Enter Financial Aid About Group 2 [Instruction for in-district or in-state applicable to public institutions only]

This part is intended to collect information about the number of Group 2 students and the total amounts of aid they were awarded by different aid types. For academic reporters, Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior Fall. For program reporters, Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled any time during the prior academic year.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should be included for Group 2 in Part C under "Other federal grants".




For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior Fall (academic reporters) or any time during the prior academic year (program reporters)

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from the state/local government

  • Grant or scholarship aid from the institution

  • Loans to students from the federal government

  • Do not include grant or scholarship aid from private or other sources

  • Do not include PLUS loans or loans made to anyone other than the student

  • Any time during the prior academic year

  • For program reporters, this is the aid year period from July 1 through June 30.

Data carried forward from Part A include the following:


Information from Part A:

Prior Fall

Group 2a

Of those in Group 2, those who were awarded any Federal Work Study, loans to students, or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution

(This number is carried forward from Part A, Line 02a)

Carried forward from Part A

Group 2b

Of those in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution

(This number is carried forward from Part A, Line 02b)

Carried forward from Part A

Group 03

Of those in Group 2, those (enrolled in the largest program for program reporters) who paid the lower of in-state or in-district tuition rate and were awarded grant or scholarship aid from the federal government, state/local government, or the institution

(This number is carried forward from Part A, Line 03)

Carried forward from Part A



Note: Two aid categories in this section are further disaggregated into subcategories. Because students may be awarded more than one type of aid, the sum of the values you enter in the subcategories will not necessarily equal the value you enter in the aid category. However, the total number of students reported for the aid category cannot exceed the sum of subcategories. (For example, the number of students who were awarded federal grants cannot exceed the sum of the number of students who were awarded Federal Pell Grants and the number who were awarded other federal grants). In addition, the total number of students reported for an aid category must be at least as large as the largest of those reported in a subcategory.


Instructions:


In the fields provided, report the number of Group 2 students and the total amount of aid they were awarded for each type of aid.


Item

Description

01.

Grant or scholarship aid from the federal government, state/local government, and the institution


Column 1. Report the number of Group 2 students who were awarded one or more grants or scholarships from the federal government, state/local government, or the institution. If a student appears in more than one type of aid category in Lines 02 through 04, that student should only be counted once for Line 01. Do not include students who were awarded only grants or scholarships from private sources (e.g., Rotary Club Scholarship).

Column 2. The percentage of Group 2 students who were awarded one or more grants or scholarships from the federal government, state/local government, or the institution will be calculated for you.

Column 3. The total dollar amount for Line 01 will be calculated for you. This value is calculated using the following formula: [(Line 02, Column 3) + (Line 03, Column 3) + (Line 04, Column 3)].

Column 4. The average amount of grants or scholarships from the federal government, state/local government, or the institution awarded to Group 2 students will be calculated for you.

02.

Federal grants

This aid category is disaggregated into the following two subcategories: Federal Pell Grants and other federal grants.

Column 1. Report the number of Group 2 students who were awarded one or more grants from the federal government. This includes Federal Pell Grants and other federal grants. If a student appears in more than one type of aid category in Lines 02a or 02b, that student should only be counted once for Line 02. Note that this number should be at least as large as the largest number reported in Line 02a, Column 1 or Line 02b, Column 1. In addition, this number cannot exceed the sum of [(Line 02a, Column 1) + (Line 02b, Column 1)].

Column 2. The percentage of Group 2 students who were awarded one or more grants from the federal government will be calculated for you.

Column 3. The total dollar amount for Line 02 will be calculated for you. This value is calculated using the following formula: [(Line 02a, Column 3) + (Line 02b, Column 3)].

Column 4. The average amount of grants from the federal government awarded to Group 2 students will be calculated for you.

02a.

Federal Pell grants

Column 1. Report the number of Group 2 students who were awarded a Federal Pell Grant.

Column 2. The percentage of Group 2 students who were awarded a Federal Pell Grant will be calculated for you.

Column 3. Report the total dollar amount of all Federal Pell Grants awarded to Group 2 students.

Column 4. The average amount of Federal Pell Grants awarded to Group 2 students will be calculated for you.

03.

State/local government grants or scholarships (grants/scholarships/waivers)

Column 1. Report the number of Group 2 students who were awarded grant or scholarship aid from a state/local government. This includes grants, scholarships, or waivers funded by a state or local government. Do not include any other types of grants.

Column 2. The percentage of Group 2 students who were awarded grants or scholarships from a state/local government will be calculated for you.

Column 3. Report the total dollar amount of all grants or scholarships from a state/local government awarded to Group 2 students.

Column 4. The average amount of grants or scholarships from a state/local government awarded to Group 2 students will be calculated for you.

04.

Institutional grants or scholarships (scholarships/fellowships)

Column 1. Report the number of Group 2 students who were awarded grant or scholarship aid from the institution. This includes grants, scholarships, or fellowships funded by the institution. Do not include any other types of grants.

Column 2. The percentage of Group 2 students who were awarded grants or scholarships from the institution will be calculated for you.

Column 3. Report the total dollar amount of all grants or scholarships from the institution awarded to Group 2 students.

Column 4. The average amount of grants or scholarships from the institution awarded to Group 2 students will be calculated for you.

05.

Loans to students

This aid category is disaggregated into the following two subcategories: federal loans and other loans.

Column 1. Report the number of Group 2 students who were awarded one or more loans to students. This includes loans from the federal government and from other sources (including private lenders). If a student appears in more than one type of loan category in Lines 05a or 05b, that student should only be counted once for Line 05. Note that this number should be at least as large as the largest number reported in Line 05a, Column 1 or Line 05b, Column 1. In addition, this number cannot exceed the sum of [(Line 05a, Column 1) + (Line 05b, Column 1)].

Column 2. The percentage of Group 2 students who were awarded one or more loans to students will be calculated for you.

Column 3. The total dollar amount for Line 05 will be calculated for you. This value is calculated using the following formula: [(Line 05a, Column 3) + (Line 05b, Column 3)].

Column 4. The average amount of loans to students awarded to Group 2 students will be calculated for you.

05a.

Federal loans

Column 1. Report the number of Group 2 students who were awarded one or more loans to students from the federal government. Do not include loans to others (e.g., PLUS loans to parents) and do not include any other type of grant or loan aid.

Column 2. The percentage of Group 2 students who were awarded one or more loans to students from the federal government will be calculated for you.

Column 3. Report the total dollar amount of all loans to students from the federal government awarded to Group 2 students.

Column 4. The average amount of loans to students from the federal government awarded to Group 2 students will be calculated for you.

05b.

Other loans

Column 1. Report the number of Group 2 students who were awarded one or more loans to students from sources other than the federal government. This includes private loans to students. Do not include loans to others (e.g., loans to parents).

Column 2. The percentage of Group 2 students who were awarded one or more loans to students from sources other than the federal government will be calculated for you.

Column 3. Report the total dollar amount of all loans to students from sources other than the federal government awarded to Group 2 students.

Column 4. The average amount of loans to students from sources other than the federal government awarded to Group 2 students will be calculated for you.


Cost of Attendance Revision

If you made errors in the prior year reporting of cost of attendance in the IC component, you can make changes in the SFA component. However, there are no prior year revisions for the SFA component. Please refer to the instructions on reporting cost of attendance in the IC component.


Estimates of expenses for books and supplies, room and board, and other expenses are those from the Cost of Attendance report used by the financial aid office in determining financial need. Please talk to your financial aid office to get these numbers to ensure that you are reporting correctly.


Part D - Enter Financial Aid About Group 3 [Instruction for lower of in-state or in-district applicable to public institutions only]

This part is intended to collect information used to estimate the average net price for Group 3 students in Part F.


Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution's largest program any time during the prior academic year paying the in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: federal government, state/local government, or the institution. Students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid should not be included in this group.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should NOT be included for Group 3 in Part D under "Report the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students," as inclusion of these grants would skew net price calculations.


For this part, report:


For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in your institution's largest program paying the in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

  • Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid.

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from the state/local government

  • Grant or scholarship aid from the institution

  • Do not include grant or scholarship aid from private or other sources


  • Any time during the prior academic year (the aid year period from July 1 through June 30)



Information from Part A:

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA

2021-22

2019-20

2020-21

Group 3

Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution's largest program paying the in-state or in-district tuition rate who were awarded grant or scholarship aid from the federal government, state/local government, or the institution


(This number is carried forward from Part A, Line 03)

Pre-loaded

Pre-loaded

Carried forward from Part A

In this part, you will be asked to report living arrangement information for Group 3 students. The living arrangement categories used in this component are the same categories used to describe living arrangements for Federal Student Aid purposes. Students indicate their intended living arrangement on the Free Application for Federal Student Aid (FAFSA).


Institutions should use the most recently available information regarding student living arrangements. For example, a student may have indicated on her or his FAFSA or an institutional financial aid application that she or he planned to live at home with family. But when the student enrolled, she or he decided to live on campus. Although the student may not have modified the FAFSA to reflect the updated living arrangement, the institution may have more recent information in its financial aid system indicating that the student lived on campus according to the most recent aid package for that student during the financial aid year. In this case, the institution should classify this student as an on-campus student.


A student should be counted in only one category—the one that the institution used most recently to develop or modify that student’s financial aid package. If a student in this group did not complete the FAFSA, that student may appear as having an unknown living arrangement in Line 01d. However, if the institution knows the living arrangement for the student, then the student should be reported in the appropriate category.


Instructions:

In the fields provided, report the number of Group 3 students with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students.


Item

Description

01. Report the number of Group 3 students with the following living arrangements.

01a.

On-campus. Report the number of Group 3 students who lived on-campus.

01b.

Off-campus (with family). Report the number of Group 3 students who lived off-campus with their parents or guardians.

01c.

Off-campus (not with family). Report the number of Group 3 students who lived off-campus not with their parents or guardians.

01d.

Unknown (calculated). This value is calculated using the following formula: [A03 – (D01a + D01b + D01c)], where A03 is the number of Group 3 students that you entered in Part A, Line 03. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.

02.

Report the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students

Report the total dollar amount of grants and scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students. Exclude grant or scholarship aid from private sources (e.g., Rotary Club Scholarship) and exclude all loan aid.

03.

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students

The average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students will be calculated for you. This value is calculated using the following formula: [D02/A03]. This amount will be used in Part F to calculate net price.


Part E - Enter Financial Aid About Group 4 [Instruction for in-district or in-state applicable to public institutions only]

This part is intended to collect information used to estimate the average net price for Group 4 students in Part G.


Group 4 students are full-time, first-time degree/certificate-seeking undergraduates enrolled in your institution's largest program any time during the prior academic year who were awarded any Title IV federal student aid (i.e., students who were awarded federal grant aid or who were awarded federal work study or federal student loans). For public institutions, Group 4 includes only those students who paid the lower of in-state or in-district tuition rate.


Title IV federal student aid includes the following:

  • Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Academic Competitiveness Grant (ACG), National Science and Mathematics Access to Retain Talent Grant (National SMART Grant), Teacher Education Assistance for College and Higher Education (TEACH) Grant

  • Federal Work Study (FWS)

  • Federal Perkins Loan, Subsidized Direct or FFEL Stafford Loan, and Unsubsidized Direct or FFEL Stafford Loan programs.

Note: Report 100% of student FSEOG and FWS award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG and FWS award amounts should not exceed program amounts budgeted for the award year. That is, if the institution’s packaging policy includes an over-awarding strategy to account for attrition to make sure all funds are expended, exclude these amounts from award amounts reported to IPEDS.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should NOT be included for Group 4 in Part E under "grant or scholarship aid from the following sources: the federal government, state/local government, or the institution," as inclusion of these grants would skew net price calculations.


For this part, report:


For These Students

The Following Type(s) of Aid

Awarded in This Period

  • Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in your institution's largest program who were awarded any Title IV federal student aid

  • For public institutions, include only those students who paid the lower of in-state or in-district tuition rate.

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from the state/local government

  • Grant or scholarship aid from the institution

  • Do not include grant or scholarship aid from private or other sources

  • Do not include loan amounts.

  • Do not include Federal Work Study amounts.

  • Any time during the prior academic year (the aid year period from July 1 through June 30)


  • Data carried forward from Part A include the following:

Information from Part A:

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA

2021-22

2019-20

2020-21

Group 4

Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution's largest program who were awarded any Title IV federal student aid. For public institutions, include only students paying the in-state or in-district tuition rate. (This number is carried forward from Part A, Line 04)

Pre-loaded

Pre-loaded

Carried forward from Part A

Notes: In this part, you will be asked to report living arrangement information for Group 4 students. The living arrangement categories used in this component are the same categories used to describe living arrangements for Federal Student Aid purposes. Students indicate their intended living arrangement on the Free Application for Federal Student Aid (FAFSA).


Institutions should use the most recently available information regarding student living arrangements. For example, a student may have indicated on her or his FAFSA or an institutional financial aid application that she or he planned to live at home with family. But when the student enrolled she or he decided to live on campus. Although the student may not have modified the FAFSA to reflect the updated living arrangement, the institution may have more recent information in its financial aid system indicating that the student lived on campus according to the most recent aid package for that student during the financial aid year. In this case, the institution should classify this student as an on-campus student.


A student should be counted in only one category—the one that the institution used most recently to develop or modify that student’s financial aid package. If a student in this group did not complete the FAFSA, that student may appear as having an unknown living arrangement in Line 01d. However, if the institution knows the living arrangement for the student, then the student should be reported in the appropriate category.


In this part, you will also be asked to report the number of students in Group 4 and the total amount of grant or scholarship aid they were awarded by income level. To determine the income level of the student, use the income that was used by the institution’s financial aid office to determine the student’s Expected Family Contribution (EFC). For dependent students this will include the parents’ adjusted gross income and the student’s adjusted gross income. For independent students this will include the student’s adjusted gross income.


Instructions:

In the fields provided, report the number of Group 4 students with each type of living arrangement.

Item

Description

01. Report the number of Group 3 students with the following living arrangements.

01a.

On-campus. Report the number of Group 4 students who lived on-campus.

01b.

Off-campus (with family). Report the number of Group 4 students who lived off-campus with their parents or guardians.

01c.

Off-campus (not with family). Report the number of Group 4 students who lived off-campus not with their parents or guardians.

01d.

Unknown (calculated). This value is calculated using the following formula: [A04 – (E01a + E01b + E01c)], where A04 is the number of Group 4 students that you entered in Part A, Line 04. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.


In the fields provided, report the number of Group 4 students who were awarded any Title IV aid (column 1); the number of Group 4 students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution (column 2); and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students by income level (column 3).


Item



Description

01

02a.

$0–30,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02b.

$30,001–48,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02c.

$48,001–75,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02d.

$75,001–110,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02e.

$110,001 and more

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.


02f.

Total all income levels

Column 1. The total number of Group 4 students who were awarded any Title IV aid will be calculated for you.

Column 2. The total number of Group 4 students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution will be calculated for you.

Column 3. The total amount of grant or scholarship aid awarded to Group 4 students from the federal government, state/local government, or the institution will be calculated for you.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students from the federal government, state/local government, or the institution will be calculated for you.


Part F - Net Price Calculation for Group 3

This part is intended to summarize the information used to estimate the average net price for Group 3 students.


Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution's largest program any time during the prior academic year who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. For public institutions, Group 3 includes only those students who paid the lower of in-state or in-district tuition rate.


As required by the HEA, as amended (2008), the average net price for Group 3 students will be posted on College Navigator. In addition, the average net price calculated for this group will be used in the U.S. Department of Education's College Affordability and Transparency lists.


The components used to estimate the average net price include the average total cost of attendance for the institution's largest program and the average grant or scholarship aid awarded to Group 3 students. The total cost of attendance is the sum of published tuition and required fees (Line 01), books and supplies (Line 02) and the weighted average by living arrangement for room and board and other expenses (Line 05). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.


The source or calculation for each line is described here.

Item

Description

01

Published tuition and required fees (lower of in-state or in-district at public institutions)


The published tuition and required fees (lower of in-state or in-district at public institutions) are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


02

Books and supplies


The cost for books and supplies are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


03

Room and board and other expenses by living arrangement


The cost for room and board and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


04

Number of Group 3 students by living arrangement


These numbers are carried forward from Part D, Lines 01a through 01d.


05

Weighted average by living arrangement (excluding unknown values) for room and board and other expenses


This value is generated by determining the average room and board and other expenses (Lines 03a through 03c) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula:

Line 05 = [(Line 03a*(Line 04a/(Line 04a+Line 04b+Line 04c))] + [Line 03b*(Line 04b/(Line 04a+Line 04b+Line 04c))] + [Line 03c*(Line 04c/(Line 04a+Line 04b+Line 04c))]


06

Total cost of attendance


This value is calculated using the following formula: Line 01 + Line 02 + Line 05.


07

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students


This value is carried forward from Part D, Line 04.


08

Average institutional net price for Group 3 students


The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution's largest program any time during the prior academic year who were awarded grant or scholarship aid from the federal government, state/local government, or the institution is calculated for you. This value is calculated using the following formula: Line 06 – Line 07. The average net price for Group 3 students will be posted on College Navigator and used in the U.S. Department of Education's College Affordability and Transparency lists.


Part G - Net Price Calculation for Group 4 [Instruction for lower of in-district or in-state applicable to public institutions only]

This part is intended to summarize the information used to estimate the average net price for Group 4 students.


Group 4 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution's largest program any time during the prior academic year who were awarded Title IV federal student aid. For public institutions, Group 4 includes only those students who paid the lower of in-state or in-district tuition rate.


As required by the HEA, as amended (2008), the average net price for Group 4 students will be posted on College Navigator.


The components used to estimate the average net price include the average total cost of attendance for the institution's largest program and the average grant or scholarship aid awarded to Group 4 students. The total cost of attendance is the sum of published tuition and required fees (Line 01), books and supplies (Line 02) and the weighted average by living arrangement for room and board and other expenses (Line 05). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.


The source or calculation for each line is described here.


Item

Description

01

Published tuition and required fees (lower of in-state or in-district at public institutions)


The published tuition and required fees (lower of in-state or in-district at public institutions) are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


02

Books and supplies


The cost for books and supplies are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


03

Room and board and other expenses by living arrangement


The cost for room and board and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


04

Number of Group 4 students by living arrangement


These numbers are carried forward from Part E, Lines 01a through 01d.


05

Weighted average by living arrangement (excluding unknown values) for room and board and other expenses


This value is generated by determining the average room and board and other expenses (Lines 03a through 03c) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula: Line 05 = [Line 03a*(Line 04a/(Line 04a+Line 04b+Line 04c))]+[Line 03b*(Line 04b/(Line 04a+Line 04b+Line 04c))]+[Line 03c*(Line 04c/(Line 04a+Line 04b+Line 04c))]


06

Total cost of attendance


This value is calculated using the following formula: Line 01 + Line 02 + Line 05.


07

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 4 students


These values are carried forward from Part E, Line 04, Column 4 for each income level.


08

Average institutional net price for Group 4 students


The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution's largest program any time during the prior academic year who were awarded Title IV federal student aid is calculated for you. These values are calculated for each income level using the following formula: Line 06 – Line 07. The average net price for Group 4 students by income level will be posted on College Navigator.


Section 2. Military Servicemembers and Veteran Students with Benefits


Purpose of Component

The purpose of the Student Financial Aid (SFA) component is to collect information about the financial aid provided to various groups of undergraduates in order to meet requirements of the Higher Education Act of 1965, as amended. Starting in the 2014-15 data collection year, SFA expanded to collect information on the federal dollars supporting military servicemember and veteran undergraduate and graduate students.


As presented in the Technical Review Panel Report #36 (March 2012), the increase in beneficiaries and federal dollars has led to an increased demand for information to help prospective students decide where to use their educational benefits, researchers to study the impact of the programs on college outcomes, and policymakers to assess the effectiveness of benefits programs and return on investment.


Who Must Report

All registered IPEDS institutions that educate military servicemembers, veterans, or eligible dependents receiving any Tuition Assistance Program or Post-9/11 GI Bill benefits. Report only those that RECEIVED the benefit(s).


General Instructions

What You Will Need

If you are unfamiliar with these educational benefits, a general synopsis of each program is found below.


1. Post-9/11 GI Bill

  • Effective August 1, 2009, benefit provides payment of tuition and fees, monthly housing allowance, and books and supplies stipend.

  • Tuition and fees are paid directly to the institution on behalf the students; thus, institutions should know which students have Post-9/11 GI Bill benefits and the amount of benefits received at the institution.

  • Educational benefits can be transferred to a dependent.

  • Program expanded in 2011 to cover non-degree-granting programs, apprenticeships/on-the-job training programs, flight training programs, and training correspondence.

  • The Yellow Ribbon program through the Post-9/11 GI Bill is an institutional aid matching program only for tuition and fees for students attending participating institutions.

  • For more information, visit the Department of Veteran Affairs, Post-9/11 GI Bill Benefits website http://www.benefits.va.gov/gibill/post911_gibill.asp


2. Department of Defense Tuition Assistance Program (DOD TAP)

  • For active duty servicemembers, reservists called to active duty, and their spouses.

  • Educational payments cover only tuition and fees and are made directly to the institution.

  • GI Bill benefits can be used to supplement costs not covered by this program.

  • For more information, visit the Department of Defense Tuition Assistance Program website http://www.dodmou.com/ and see 38 USC § 36 (2020).


Consult and verify the data with your institutional representative who certifies these benefits. This individual or office may not be in the student financial aid office.


About the Data

The Post-9/11 GI Bill and Tuition Assistance programs may only highlight two of many educational benefits provided to military servicemembers and veterans. However, from a national perspective, Post-9/11 GI Bill and Tuition Assistance programs are more likely to be found across over 6,000 IPEDS institutions.



For Yellow Ribbon participating institutions, the institutional aid provided through the Post-9/11 GI Bill Yellow Ribbon matching program should NOT be included in the Post-9/11 GI Bill’s Total dollar amount of benefits/assistance awarded through the institution.


Coverage

Reporting Period

The data reported for the Post-9/11 GI Bill benefit questions should be for the prior academic year, from July 1 to June 30. For example, for the 2022-23 data collection year, the data reported will be July 1, 2021-June 30, 2022.


The data reported for the Department of Defense Tuition Assistance Program questions should be for the prior academic year, from October 1 to September 30. For example, for the 2022-23 data collection year, the data reported will be October 1, 2021-September 30, 2022.


Detailed Instruction

This section provides line-by-line instructions for the Military Servicemember and Veteran Benefits questions.


For the Post-9/11 GI Bill benefit, please provide in the first column the number of students receiving the benefit during the July 1-June 30 reporting period (see coverage above). In the second column, provide the total dollar amount for each benefit during the same reporting period.


For the Department of Defense Tuition Assistance Program benefit, please provide in the first column the number of students receiving the benefit during the October 1-September 30 reporting period (see coverage above). In the second column, provide the total dollar amount for each benefit during the same reporting period.


If your institution did not have any student beneficiaries for one of the benefit programs, enter a zero (0) in the cell. In other words, do NOT leave the cell blank for a program that did not have any beneficiaries.


For Yellow Ribbon participating institutions, the institutional aid provided through the Post-9/11 GI Bill Yellow Ribbon matching program should NOT be included in the Post-9/11 GI Bill’s Total dollar amount of benefits/assistance awarded through the institution.



Student Financial Aid Instructions for Institutions With Graduate Students Only

Purpose of Component

Who Must Report

Changes in Reporting

General Instructions

What You Will Need

About the Data

Context Boxes

Coverage

Reporting Period

Where to Get Help

Where the Data Will Appear

Detailed Instructions

Military Servicemembers and Veterans Benefits Question


Purpose of Component

The purpose of the Student Financial Aid (SFA) component is to collect information about the financial aid provided to various groups of undergraduates in order to meet requirements of the Higher Education Act of 1965, as amended. Starting in the 2014-15 data collection year, SFA expanded to collect information on the federal dollars supporting military servicemember and veteran undergraduate and graduate students.


As presented in the Technical Review Panel Report #36 (March 2012), the increase in beneficiaries and federal dollars has led to an increased demand for information to help prospective students decide where to use their educational benefits, researchers to study the impact of the programs on college outcomes, and policymakers to assess the effectiveness of benefits programs and return on investment.


Who Must Report

All registered IPEDS institutions that educate military servicemembers, veterans, or eligible dependents receiving any Tuition Assistance Program or Post-9/11 GI Bill benefits. Report only those that RECEIVED the benefit(s).


Changes in Reporting

The following changes were implemented for the 2022-23 data collection period:

  • There are no changes to reporting for graduate-only institutions.


General Instructions

What You Will Need

If you are unfamiliar with these educational benefits, a general synopsis of each program is found below.


1. Post-9/11 GI Bill

  • Effective August 1, 2009, benefit provides payment of tuition and fees, monthly housing allowance, and books and supplies stipend.

  • Tuition and fees are paid directly to the institution on behalf the students; thus, institutions should know which students have Post-9/11 GI Bill benefits and the amount of benefits received at the institution.

  • Educational benefits can be transferred to a dependent.

  • Program expanded in 2011 to cover non-degree-granting programs, apprenticeships/on-the-job training programs, flight training programs, and training correspondence.

  • The Yellow Ribbon program through the Post-9/11 GI Bill is an institutional aid matching program only for tuition and fees for students attending participating institutions.

  • For more information, visit the Department of Veteran Affairs, Post-9/11 GI Bill Benefits website http://www.benefits.va.gov/gibill/post911_gibill.asp


2. Department of Defense Tuition Assistance Program (DOD TAP)

  • For active duty servicemembers, reservists called to active duty, and their spouses.

  • Educational payments cover only tuition and fees and are made directly to the institution.

  • GI Bill benefits can be used to supplement costs not covered by this program.

  • For more information, visit the Department of Defense Tuition Assistance Program website http://www.dodmou.com/ and see 38 USC § 36 (2020).


Consult and verify the data with your institutional representative who certifies these benefits. This individual or office may not be in the student financial aid office.


About the Data

The Post-9/11 GI Bill and Tuition Assistance programs may only highlight two of many educational benefits provided to military servicemembers and veterans. However, from a national perspective, Post-9/11 GI Bill and Tuition Assistance programs are more likely to be found across over 6,000 IPEDS institutions.


For Yellow Ribbon participating institutions, the institutional aid provided through the Post-9/11 GI Bill Yellow Ribbon matching program should NOT be included in the Post-9/11 GI Bill’s Total dollar amount of benefits/assistance awarded through the institution.


Context Boxes

Optional context boxes throughout the component allow institutions to provide more information regarding reported data. Note that the information in these context boxes may be posted on the U.S. Department of Education’s College Navigator website. NCES will review entries in these context boxes for applicability and appropriateness before posting them on College Navigator. However, institutions should ensure that entries in these context boxes are free from grammatical and spelling errors and are written so they can be understood by students and parents.


Interactive Edits

This component contains interactive edits that will check for blank fields, invalid values, or values that fall outside expected ranges. Some error messages will require you to confirm or explain the values that you entered. Some error messages are fatal and will require you to contact the IPEDS Help Desk at (877) 225-2568 or [email protected] for resolution.


Coverage

Reporting Period

The data reported for the Post-9/11 GI Bill benefit questions should be for the prior academic year, from July 1 to June 30. For example, for the 2022-23 data collection year, the data reported will be July 1, 2021-June 30, 2022.


The data reported for the Department of Defense Tuition Assistance Program questions should be for the prior academic year, from October 1 to September 30. For example, for the 2022-23 data collection year, the data reported will be October 1, 2021-September 30, 2022.


Where to Get Help with Reporting

IPEDS Help Desk

Phone: (877) 225-2568

E-mail: [email protected]


Web Tutorials

You can consult the IPEDS Website's Trainings & Outreach page which contains several tutorials on IPEDS data collection, a self-paced overview of IPEDS tools, and other valuable resources.


IPEDS Resource Page

The IPEDS Website's Reporting Tools page contains frequently asked questions, a link to data tip sheets, tutorials, taxonomies, information centers (e.g., academic libraries, average net price, human resources, race/ethnicity, etc.), and other valuable information.


Where the Reported Data Will Appear

Data collected through IPEDS will be accessible at the institution and aggregate levels.


At the institution-level, data will appear in the:

  • College Navigator Website

  • IPEDS Use the Data portal

  • IPEDS Data Feedback Reports

  • College Affordability and Transparency Center Website


At the aggregate-level, data will appear in:

  • IPEDS Data Explorer

  • IPEDS Data Feedback Reports

  • The Digest of Education Statistics

  • The Condition of Education


Detailed Instruction

This section provides line-by-line instructions for the Military Servicemember and Veteran Benefits questions.


For the Post-9/11 GI Bill benefit, please provide in the first column the number of students receiving the benefit during the July 1-June 30 reporting period (see coverage above). In the second column, provide the total dollar amount for each benefit during the same reporting period.


For the Department of Defense Tuition Assistance Program benefit, please provide in the first column the number of students receiving the benefit during the October 1-September 30 reporting period (see coverage above). In the second column, provide the total dollar amount for each benefit during the same reporting period.


If your institution did not have any student beneficiaries for one of the benefit programs, enter a zero (0) in the cell. In other words, do NOT leave the cell blank for a program that did not have any beneficiaries.


For Yellow Ribbon participating institutions, the institutional aid provided through the Post-9/11 GI Bill Yellow Ribbon matching program should NOT be included in the Post-9/11 GI Bill’s Total dollar amount of benefits/assistance awarded through the institution.



Student Financial Aid FAQ for All Institutions


General

1

Which institutions are required to complete the IPEDS Student Financial Aid (SFA) component?


All postsecondary institutions that either 1.) participate in federal student financial aid programs that enrolled undergraduate students or 2.) enroll students who received an educational benefit (e.g., Department of Defense Tuition Assistance or Department of Veteran Affairs Post-9/11GI Bill) any time during academic year 2020-21 must complete SFA.

2

What is the reporting period covered by SFA for the 2022-23 collection year?


For the 2022-23 data collection, institutions should report award or disbursement data as specified for students enrolled during academic year 2021—22.


For Title IV participating institutions that enroll undergraduate students:

  • For academic reporters, the academic year is defined as the period of time generally extending from September to June; usually equated to 2 semesters or trimesters, 3 quarters, or the period covered by a 4-1-4 calendar system.


To determine the financial aid amounts to report for a given group of students, first identify the students in that group (e.g., for Group 2, full-time, first-time degree/certificate-seeking undergraduates enrolled in Fall 2021). Second, determine the financial aid that was awarded to these students any time during the 2021-22 academic year.

  • For program reporters, the academic year is defined by the institution, so long as the institutionally defined academic year falls within the full aid year period of July 1-June 30.


To determine the financial aid amounts to report for a given group of students, first identify the students in that group (e.g., for Group 2, full-time, first-time degree/certificate-seeking undergraduates enrolled any time during the academic year). Second, determine the financial aid that was awarded to these students any time during the academic year.


For institutions that enroll undergraduate and graduate students who received military or veteran benefits:

  • The data reported for the Post-9/11 GI Bill benefit questions should be for the prior academic year, from July 1 to June 30.

  • The data reported for the Department of Defense Tuition Assistance Program questions should be for the prior academic year, from October 1 to September 30.

3

What changes occurred for SFA for the 2022-23 collection year?


The following changes were implemented for the 2022-23 data collection period:

  • Degree/certificate-seeking and non-degree/certificate-seeking data items were added in Parts A and B to disaggregate financial aid award amounts reported in Part B by these student categories.

  • New FAQs were added to clarify concepts.

  • Aid that should be include has been updated.

  • Minor wording changes were made for clarification.


4

Can I revise my institutions cost of attendance (COA) data in SFA?


Yes, the 3 most recent COA years can be changed in SFA's "Cost Revision" screen, which carried forward the COA data from Institutional Characteristics (IC) component. Changes should only be made if errors were made in the IC reporting. Changes cannot be made in the prior year revision system.

5

Should my institution, which is participating as an experimental site, report high school students or incarcerated students who have received a Federal Pell Grant while taking college coursework?


If your institution is participating in the Dual Enrollment experimental site or the Second Chance Pell experimental site program, exclude these students from reporting.

Student Counts

1

For which students should I report financial aid information?


SFA collects information on undergraduate students only.


Academic reporters should report on students who were enrolled as of October 15, or the institution’s official Fall reporting date.


Program reporters should report on students who were enrolled any time during the academic year. For program reporters, the academic year is defined by the institution, so long as it falls between July 1 and June 30.


For the purposes of reporting to SFA, students are divided into the following groups:

  • Group 1: All undergraduate students

  • Group 2: Of Group 1, full-time, first-time degree/certificate-seeking students

  • Group 3: Of Group 2, students who were awarded any grant/scholarship aid from the federal government, state/local government, or the institution. For public institutions, include only those paying the lower of in-state/ or in-district tuition rates. For program reporters, include only those enrolled in the institution’s largest program.

  • Group 4: Of Group 2, students who were awarded any Title IV federal student aid. For public institutions, include only those paying the lower of in-state/ or in-district tuition rates. For program reporters, include only those enrolled in the institution’s largest program.

2

What students are included in Group 1?


Group 1 includes all undergraduate students. You should report the total number of all new and continuing full-time students, part-time students, degree/certificate-seeking students, and non-degree/certificate-seeking students. In Group 1a, include all degree/certificate-seeking undergraduates. In Group 1b, include all non-degree, non-certificate-seeking undergraduates.

3

What students are included in Group 2?


Group 2 students include all full-time, first-time degree/certificate-seeking undergraduates.


For academic reporters, include students attending your institution for the first time at the undergraduate level. Also include students enrolled in the fall term who attended college for the first time in the prior summer term, and students who entered with advanced standing (college credits earned before graduation from high school). This number should match the data that you reported on the Fall Enrollment component of IPEDS.


For program reporters, include students attending your institution for the first time at the undergraduate level anytime during the academic year, as defined at your institution. Also include students who entered with advanced standing (college credits earned before graduation from high school). This number should closely match the data you reported on the 12-month Enrollment component of IPEDS.

4

What students are included in Group 2a?


In Group 2a, you should report the number of full-time, first-time degree/certificate-seeking undergraduate students who were awarded any of the following:

  • Federal Work Study (exclude Federal VA work study)

  • Federal or private loans to students (include institutional loans backed by a surety, but exclude loans/deferments based on receipt of financial aid)

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from state/local government

  • Grant or scholarship aid from the institution

  • Grant or scholarship aid from other sources known to the institution

5

What students are included in Group 2b?


In Group 2b, you should report the number of full-time, first-time degree/certificate-seeking undergraduate students who were awarded any of the following:

  • Federal or private loans to students (include institutional loans backed by a surety, but exclude loans/deferments based receipt of financial aid)

  • Grant or scholarship aid from the federal government

  • Grant or scholarship aid from state/local government

  • Grant or scholarship aid from the institution


Group 2b is Group 2a minus those students who were awarded only Federal Work Study or grant or scholarship aid from other sources known to the institution.

6

What students are included in Group 3?


Group 3 students include all full-time, first-time degree/certificate-seeking undergraduates who were awarded grant or scholarship aid from the following sources:

  • Federal government

  • State/local government

  • Institution

For public institutions, include only those students who paid the lower of in-state or in-district rate. For program reporters, include only those students enrolled in the institution's largest program.


Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid, such as loans.

7

What students are included in Group 4?


Group 4 students include all full-time, first-time degree/certificate-seeking undergraduates who were awarded any Title IV aid.


Title IV federal student aid includes the following:

  • Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Academic Competitiveness Grant (ACG), National Science and Mathematics Access to Retain Talent Grant (National SMART Grant), Teacher Education Assistance for College and Higher Education (TEACH) Grant

  • Federal Work Study (FWS)

  • Federal Perkins Loan, Subsidized Direct or FFEL Stafford Loan, and Unsubsidized Direct or FFEL Stafford Loan programs.


Note: Report 100% of student FSEOG and FWS award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG and FWS award amounts should not exceed program amounts budgeted for the award year. That is, if the institution’s packaging policy includes an over-awarding strategy to account for attrition to make sure all funds are expended, exclude these amounts from award amounts reported to IPEDS.


For public institutions, include only those students who paid the lower of in-state or in-district tuition rate. For program reporters, include only those students enrolled in the institution's largest program.

Financial Aid

1

Should veterans education benefits be reported?


For the portion of SFA (Parts A through E) that requires Title IV institutions to report on undergraduate students receiving financial aid:

  • Veterans education benefits should not be reported as financial aid in SFA.

  • The Higher Education Opportunity Act of 2008 (HEOA) removed veterans education benefits from “estimated financial assistance,” effective July 1, 2010. A later technical corrections bill (H.R. 1777) updated the list of programs that meet the definition of "veterans' education benefits" in section 480(c) of the Higher Education Act (HEA) and moved the effective date of the exclusion to July 1, 2009 (beginning with the 2009-10 award year).

  • However, the institutional aid from Yellow Ribbon program should be reported under institutional aid. See how to report the Yellow Ribbon aid in FAQ.

  • For more information about the Department's Guidance on Federal Veterans’ Education Benefits for Purposes of the Title IV Student Assistance Programs, please visit https://ifap.ed.gov/electronic-announcements/08-13-2009-general-subject-guidance-federal-veterans-education-benefits.

For the portion of SFA (Section 2) that requires institutions to report on students who received military or veteran benefits:

  • Educational benefits from the Department of Defense's Military Tuition Assistance or Department of Veteran Affairs' Post-9/11 GI Bill should be reported in SFA.

2

How should I report post-9/11 "Yellow Ribbon" benefits?


The Post-9/11 GI Bill program includes a 'Yellow Ribbon' program, which is comprised of matching funds provided by the government and the institution. The institutional part of this aid should be reported in the SFA component (Section 1) as aid to the undergraduate student. Yellow Ribbon benefits provided from the VA should NOT be included when reporting to the portion of SFA (Section 1) on Title IV institutions that enroll full-time, first-time degree/certificate seeking undergraduate students.


However, both Post-9/11 GI Bill and Yellow Ribbon beneficiaries and federal dollar amounts should be reported to the military/veteran question of SFA (Section 2). This portion of SFA requires all institutions that enroll students with Post-9/11 GI Bill and/or Tuition Assistance educational benefits to provide the number of beneficiaries and total dollar amounts.

3

The SFA survey indicates that the maximum amount of Department of Defense (DOD) Tuition Assistance (TAP) (TA) program awarded per fiscal year per student is $4500. What do I do if my DOD TAP average is greater than $4500 per student?


According to the 2014 final regulations set for the DOD Voluntary Education Programs - which include TAP - each branch of military service can pay no more than $250/semester-unit (or equivalent) for tuition. Each service member is eligible for up to $4500 in aggregate for each fiscal year. If your institution’s DOD TAP average is greater than $4500 per student per award year, then you should:

--Ask your financial aid office or VA certifying official to sort out the military aid and remove any non-DOD TAP aid (e.g., ROTC scholarships, tuition reimbursements for advanced civil schooling, education-related incentive or bonus);

--Remove any non-Title 10 aid since TAP is a Title 10 program; and

--Make sure that you are including one disbursement period for that award year. Even though DOD TAP aid are reported for the Oct 1 – Sep 30 timeframe, which technically covers two fall periods; only include one fall disbursement period per award year.

4

What types of financial aid should be reported?


The following types of financial aid should be reported in this component:

  • Title IV aid: Title IV aid includes Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Teacher Education Assistance for College and Higher Education (TEACH) Grant, Federal Work Study (FWS), and the Subsidized and Unsubsidized Direct Loan programs. Report 100% of student FSEOG and FWS award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG and FWS award amounts should not exceed program amounts budgeted for the award year. That is, if the institution’s packaging policy includes an over-awarding strategy to account for attrition to make sure all funds are expended, exclude these amounts from award amounts reported to IPEDS.

  • Federal grants (grants/educational assistance funds): Grants provided by federal agencies such as the U.S. Department of Education, including Title IV federal student aid program grants such as Federal Pell Grants, Federal Supplemental Educational Opportunity Grants (FSEOG), Academic Competitiveness Grants (ACG), National Science and Mathematics Access to Retain Talent (National SMART) Grants, and Teacher Education Assistance for College and Higher Education (TEACH) Grants. Also include need-based and merit-based educational assistance funds and training vouchers provided from (a) other federal agencies and/or (b) federally-sponsored educational benefits programs.


Do not include veterans’ education benefits, as defined in section 480(c) of the HEA, as they are no longer treated as Estimated Financial Assistance (EFA) for Federal Student Aid's purposes. For more information, visit https://ifap.ed.gov/electronic-announcements/08-13-2009-general-subject-guidance-federal-veterans-education-benefits.

  • Federal Work Study: Money earned by students based on financial need to meet postsecondary education costs who are employed part-time, typically in education related employment or community service activities on- campus or off-campus at the institution, or a private for-profit or nonprofit business, agency, or organization. Earnings include the federal and nonfederal share of wages, benefits, withholdings, and other employment deductions. It includes credit and non-credit employment. Examples of types of employment include, but is not limited to, assistantships, apprenticeships, internships, externships, and cooperative education experiences. While it does not include institutional and state work study programs, the non-federal share includes all state and local funds used to match these programs. See applicable federal, state, local, and institutional program rules for additional information.

  • Federal loans to students: Money borrowed from the federal government that must be repaid for which the student is the designated borrower. This type of aid includes all Title IV federal student programs such as Federal Perkins Loans, Subsidized Direct or FFEL Stafford Loans, and Unsubsidized Direct or FFEL Stafford Loans. It also includes Health Professions Student Loans, Loans for Disadvantaged Students, Nursing Student Loans, and Primary Care Loans. Do not include PLUS loans and other federal loans not made directly to the student.

  • State/local government grants (grants/scholarships/waivers): Grants that were awarded by your state such as Leveraging Educational Assistance Partnerships (LEAP) (formerly SSIGs), the Special Leveraging Educational Assistance Program (SLEAP), the Grants for Access and Persistence (GAP) Program, and Robert C. Byrd Honors Scholarships. Include merit-based grants or scholarships that were provided by your state or local government. Also include tuition and fee waivers for which your institution was reimbursed by a state or local government agency.

  • Institutional grants or scholarships (scholarships/waivers): Grants, scholarships, and fellowships granted and funded by the institution and/or individual departments within the institution and are limited to students attending your institution. Include scholarships targeted to certain individuals (e.g., based on state of residence, major, or participation in athletic activities) for which the institution designates the recipient. Also include institutional tuition and fee waivers for which your institution was not reimbursed by a state or local government agency. This is not intended to include Federal Work Study.

  • Institutional loans to students: Short-term and long-term education loans to students made by the institution or its Schools, Colleges, or student organizations, including emergency education loans backed by a surety (i.e., financial guarantee). Exclude loans not made directly to the student, loans contingent on the student’s financial aid (also known as payment deferments) not backed by another source of security, and Income share agreements.

  • Private grants or scholarships: Grants or scholarships to students awarded and paid by an outside organization but directed through the institution's financial aid office and/or business office (e.g., Rotary Club Scholarship).

  • Private loans to students: Monies that must be repaid to the lending institution for which the student is the designated borrower. Include all institutionally and privately sponsored loans. Do not include loans that are not made directly to the student. Do not include loans contingent on the student’s financial aid (also known as payment deferments) not backed by another source of security.


Note that different parts of the SFA component ask for different types of financial aid to be reported. Please review the instructions and the survey screens carefully to ensure that you are reporting the correct types of financial aid in the appropriate parts.

5

What is the time period for which I should report financial aid amounts?


Institutions should report aid that was awarded any time during the academic year.


For academic reporters, the academic year is the period of time generally extending from September to June, usually equated to two semesters or trimesters, three quarters, or the period covered by a 4-1-4 calendar system.


For program reporters, the academic year is defined by the institution, so long as it falls between July 1 and June 30.


Note that for the purposes of calculating net price, the cost of attendance (COA) for an academic year reported in the Institutional Characteristics (IC) component should align with the aid amounts reported in the Student Financial Aid (SFA) component.

6

When do I report financial aid awards for students who attend in the summer?


Report financial aid awarded for the 2021-22 academic year. If a student receives an award for a cross-over payment period, report the award in the academic year assigned by the financial aid office, which should be the same as the financial aid award, allocation, and or authorization year. This also applies if a student receives two Federal Pell Grant awards in the same academic year (i.e., Year-Round Pell).

6 7

Should tuition and fee waivers be reported?


Yes, tuition and fee waivers should be reported.


Tuition and fee waivers for which your institution was reimbursed by a state agency should be reported under state/local government grants.


Tuition and fee waivers granted by your institution (for which your institution is not reimbursed from another source) should be reported as institutional grants.

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7

Where in Part C should I report tribal aid?


In general, institutions should report financial aid from tribal offices awarded to full-time, first-time students in the state/local government field (Line 03) in Part C.

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8

Should PLUS loans be reported?


No. PLUS loans are made to the parents of students. Any type of loan that is not made to the student should not be reported.

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9

What does "aid awarded" mean?


Institutions should report on grant or scholarship aid that has been awarded to students. This may be different from aid that was actually disbursed to students. For example, a student may be awarded grant or scholarship aid at the beginning of the academic year but then leave the institution before the entire amount is disbursed. In this case, you would report the original amount of grant or scholarship aid that was awarded, even though the entire amount was not actually disbursed to the student.


For reporting loans to students, institutions should continue to report on loans that were awarded to and accepted by the student.

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10

If a student is awarded more than one type of aid, do I count him/her twice?


Yes, students should be included in each category of aid that they are awarded. If a student is awarded both federal and institutional aid, he/she should be counted under both types of aid.


However, in Part C, count students only once in the major aid category. For example, if a student is awarded both a Federal Pell Grant (Line 02a) and another type of federal grant (Line 02b), then count that student once for the major category of Federal grants (Line 02).

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11

Where can I get living arrangement information for students?


Students indicate their intended living arrangement on the Free Application for Federal Student Aid (FAFSA) or an institutional financial aid application. If a student did not complete the FAFSA or an institutional financial aid application with living arrangement information, that student may appear as having an unknown living arrangement.


Institutions should use the most recently available information regarding student living arrangement.

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12

How do I get information about students' income categories?


To assign the income category of the student, use the income that was used by your financial aid office to determine the student’s Expected Family Contribution (EFC). For dependent students this will include the parents’ adjusted gross income and the student’s adjusted gross income. For independent students this will include the student’s adjusted gross income.


If your institution takes part in campus-based aid programs like the Federal Supplemental Educational Opportunity Grants, Federal Work Study, and Perkins Loans, then it might be easiest to tell your financial aid office that students should be put in income categories as they are done on FISAP (Fiscal Operations Report and Application to Participate). Institutions with campus-based aid programs must report annually to the Department of Education using the FISAP. Part of the FISAP includes income-related information. Even if your institution does not file FISAP, the instructions from it may be helpful (fields 26-39):

  • Use the FISAP Total Income (FTI), one of the intermediate computed values on the Student Aid Record (SAR) or ISIR (Institutional Student Information Record), to determine the proper cell for each student. For dependent students, FTI is the sum of Total Income (TI) and Student’s Total Income (STI). For independent students, the FTI will equal the TI. Remember, extract this information only from the SARs/ISIRs of students who actually enrolled in your school.

  • You might need to correct or adjust a student’s income information and recalculate the EFC. If so, you must use that corrected or adjusted information when determining the proper income cell for a student. In such a case, to determine the income cell for a dependent student, you must use the student’s and parents’ base year incomes, as reported on the SAR/ISIR.

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The institution awards grants funded by an affiliated foundation. How should these grants be reported?


If the foundation’s mission is to benefit the institution, then: (1) those portions of the foundation-funded grants where the institution designates the recipient should be reported as institutional grants; and (2) those portions of the foundation-funded grants where the foundation designates the recipient should be reported as private grants. All grants funded by foundations with missions other than to benefit the institution should be reported as private grants.

14

Should Federal Pell Grant and campus-based aid administrative cost allowance (ACA) amounts be included in financial aid award amounts reported to IPEDS?


Do not report Federal Pell Grant or Title IV Campus-Based Aid Administrative Cost Allowance amounts to IPEDS. These amounts are reported as revenues on the Finance Survey. However, report campus-based aid funds (e.g., Federal Supplemental Education Opportunity Grant or FSEOG, and Federal Work Study, or FWS) administrative cost allowance amounts used to make grants awards to students or pay FWS employment earnings to IPEDS.

15

Should Iraq and Afghanistan Service Grant, or IASG funded under the Children of Fallen Heroes Scholarship Act be reported to IPEDS?


Yes, IASG should be reported to IPEDS as federal grants, not scholarships. Even though the grants are awarded, in part, based on Federal Pell Grant methodology, the U.S. Department of Education does not consider these amounts to be Federal Pell Grants. As such, IASG awards should be excluded from Federal Pell Grant student counts and award amounts reported to IPEDS.

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How do I report student counts and loan amounts for borrowers enrolled in post-baccalaureate teacher certification or licensure programs or courses required by a state to obtain certification to teach on the elementary or secondary level in the state who are treated as undergraduate students for the purpose of borrowing Federal Direct Loans?


Report these students to IPEDS as undergraduate students for the purpose of borrowing a Federal Direct Loan, which minimizes reporting burden since it is consistent with COD and FISAP reporting requirements.


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