Student Financial Aid (SFA)
OMB No. 1850-0582 v.31
Submitted by:
National Center for Education Statistics (NCES)
Institute of Education Sciences
U.S. Department of Education
revised July 2023
Integrated Postsecondary Education Data System (IPEDS) 2023-24 1
Student Financial Aid Package 2023-24 Data Collection 2
Questions with varied applicability 3
Years that change across the 2 remaining years of clearance 3
Student Financial Aid Screens for Institutions Reporting on a Fall Cohort (Academic Reporters) 5
Student Financial Aid Screens for institutions with Graduate Students only 33
Student Financial Aid Instructions for Institutions With Graduate Students Only 71
Student Financial Aid FAQ for All Institutions 73
Throughout the materials,
additions are indicated in red,
deletions are indicated in red
strikethrough.
General |
|
Terminology Change |
Removed all references to the ‘Groups’ terminology. |
Screen and Instruction Change |
Renumbered lines on screens and instructions. |
Instruction Change |
Reiterated instructions on what is reported in each part for specific students and reporting periods. |
Terminology Change |
Rephrased ‘room and board’ terminology to ‘food and housing’ under FAFSA Simplification Act and the Consolidated Appropriations Act, 2022. |
New FAQ |
FAQ #6 [General] has been added regarding reporting incarcerated students. |
FAQ Clarification |
FAQ #5 [General] has been updated regarding experimental site participants. |
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 institutions with varied tuition only
|
Part C. Page 1. |
Applicable to institutions with varied tuition 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 institutions with varied tuition only |
Program 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 institutions with varied tuition only
|
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 2023-24 data collection and are highlighted in green.
Academic Reporters form |
||
|
2023-24 collection |
2024-25 collection |
Parts A., B., C., D., E. |
Most recent Fall: Fall 2022 Prior year Fall: Fall 2021 |
Most recent Fall: Fall 2023 Prior year Fall: Fall 2021 |
Part B., C (p. 2)., D., E. |
Academic year: 2022-23 |
Academic year: 2023-24 |
Cost of attendance, Parts D., E., F., G. |
3 years of data: 2020-21, 2021-22, 2022-23 |
3 years of data: 2021-22, 2022-23, 2023-24 |
Program Reporters form |
||
|
2023-24 collection |
2024-25 collection |
Part A. |
Most recent reporting period for enrollment: July 1, 2022-June 30, 2023 Prior year reporting period for enrollment: July 1, 2021-June 30, 2022 |
Most recent reporting period for enrollment: July 1, 2023-June 30, 2024 Prior year reporting period for enrollment: July 1, 2022-June 30, 2023 |
Part B., C (p. 2)., D., E. |
Academic year: 2022-23 (that falls within award year July 1, 2022 through June 30, 2023) |
Academic year: 2023-24 (that falls within award year July 1, 2023 through June 30, 2024) |
Cost of attendance, Parts D., E., F., G. |
3 years of data: 2020-21, 2021-22, 2022-23 |
3 years of data: 2021-22, 2022-23, 2023-24 |
All Forms |
||
|
2023-24 collection |
2024-25 collection |
Section 2 |
Period for aid awarded: Report for aid awarded any time during award year 2022-23 (including cross-over payment periods assigned to the 2022-23 award year). |
Collection Year 2023-24: Report for aid awarded any time during award year 2023-24 (including cross-over payment periods assigned to the 2023-24 award year). |
IPEDS Student Financial Aid Component Overview – Academic Reporters
Welcome to the Student Financial Aid (SFA) survey 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
Counts
You will be asked to report
information for: different
groups of students.
Group
2: Of
Group 1,
Full-time,
first-time degree/certificate-seeking undergraduate
students (FTFT)
Group
3: Of Group 2,
FTFT
undergraduate
students who
(paid
the lower of in-state/in-district tuition rate for
public institutions and)
were awarded any grant/scholarship aid from the federal government,
state/local government, or the institution
Group
4: Of Group 2,
FTFT
undergraduate
students who (paid
the lower of in-state/in-district tuition rate for
public institutions 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 2023-24 data collection period:
Removed the ‘Groups terminology’
Renumbered lines on screens and in instructions
Reiterated instructions on what is reported in each part for specific students and reporting periods
Rephrased “room and board” terminology in survey materials to “food and housing,” including Glossary terms
Added FAQ regarding inclusion of incarcerated students
Revised FAQ regarding experimental site participants
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.
Part
A - Establish Your Groups
Student
Counts
In the fields below, report the number of students enrolled in Fall 2022.
Reporting Reminders:
Part
A establishes the
number of students in various groups
student counts.
Note
that the The
numbers on this screen will
be
are carried
forward to other parts of the Student Financial Aid
component and
checked for consistency with data reported in other survey
components.
Part
B
– Enter Information
about Group 1
Student Counts and Financial Aid Award Amounts
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 |
|
|
|
||
Information from Part A |
Fall 2022 |
||
(This number is carried
forward from Part A, Line 02
|
Carried forward |
||
(This number is carried
forward from Part A, Line 03
|
Carried forward |
||
(This number is carried
forward from Part A, Line 04
|
Carried forward |
In
the fields below, report the number
of Group 1 students
student
counts and the
total amount of aid awarded to
these students
for each aid
type and
student category
of
aid.
Aid Type |
2022-23 |
|||||||||||||
All undergraduate students
|
All
degree/certificate-seeking undergraduate |
All
non-degree/certificate-seeking undergraduate |
||||||||||||
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) |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
02 |
|
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
03 |
Federal |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
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).
Part
C, Page 1 - Enter Information about Group
2
full-time,
first-time degree/certificate-seeking undergraduate students
[Only
applicable to institutions with varied
tuition]
Reporting
Reminders:
Group
2 students are all full-time, first-time degree/certificate-seeking
undergraduate students enrolled in Fall 2022.
In
the fields below, report the number of
full-time, first-time degree/certificate-seeking undergraduate
students enrolled in Fall
2022 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 2022 |
|||||
(This number is carried
forward from Part A, Line |
Carried forward |
|||||
|
|
|
YOUR PRIOR YEAR DATA |
|||
Fall 2022 |
Fall 2021 |
|||||
Number of |
Percentage of |
Percentage of |
||||
02 |
|
paying in-district tuition rates |
Reported value |
Calculated value |
Calculated value |
|
03 |
|
paying in-state tuition rates |
Reported value |
Calculated value |
Calculated value |
|
04 |
|
paying out-of-state tuition rates |
Reported value |
Calculated value |
Calculated value |
|
05 |
|
Unknown (calculated value) This value is calculated using the following formula: [ |
Calculated value |
Calculated value |
Part C, Page 2 - Enter
Information about Group
2
full-time,
first-time degree/certificate-seeking undergraduate students.
[Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to institutions reporting varied tuition 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 2022.
For this part, report:
For These Students |
The Following Type(s) of Aid |
Awarded in This Period |
|
|
|
Information from Part A |
Fall 2022 |
|
Carried forward |
|
Carried forward |
|
Carried forward |
|
Carried forward |
In the fields below, report the
number of Group
2
full-time, first-time degree/certificate-seeking undergraduates
students and the
total amount of aid awarded to
these students
for each type of
aid. Enter unduplicated student counts within a
each
aid category
(e.g., Federal Pell Grants). However, a student can appear in more
than one aid category.
Aid Type |
||||||||
CURRENT YEAR DATA |
YOURPRIOR YEAR DATA |
|||||||
Fall 2022 |
Fall 2021 |
|||||||
Number of |
Percentage of |
Total amount of aid awarded
to |
Average amount of aid
awarded to |
Average amount of aid
awarded to |
||||
01 |
Grants or scholarships from the federal government, state/local government, or the institution |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Prior year value |
||
02 |
Federal grant and scholarship aid |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Prior year value |
||
03
|
Federal Pell Grants |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
04
|
Other federal grant |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
05
|
State/local government
grant (includes fellowships/tuition waivers/exemptions) |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
06 |
Institutional grant (includes fellowships/tuition waivers/exemptions) |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
07 |
Loans to students |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Prior year value |
||
08
|
Federal loans to students |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
09
|
Other loans to students (including private loans) |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
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).
Comparison Chart
Reporting Reminders:
Based
on the information reported on the previous screens for Group
1 (all
undergraduates)
students
and Group
2 (full-time,
first-time degree/certificate-seeking undergraduates
students),
this comparison chart seeks to help institutions check their
reported data. Assuming that
the information reported
on
Groups 1 and 2
is correct, then
the calculated fields for ‘All Other Undergraduates
students’
should be the balance (Group
1 minus Group 2).
Similarly,
comparison chart values for all degree/certificate and all
non-degree/ certificate undergraduates should match the total
reported in columns 1-4 in Section 1, Part B. 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.
Data for all degree/certificate seeking undergraduate students and full-time, first-time undergraduate students are published on College Navigator.
Note:
Data
for the
'Aall
Oother
degree/certificate
Uundergraduates'
students
and all non-degree/certificate undergraduate students will
appear in the IPEDS Data Center for data users, but not in College
Navigator.
|
Fall 2023 |
Academic year 2022 – 23 |
Academic year 2022 – 23 |
|
|
Number of students |
Federal Pell Grants |
Federal Student Loans |
|
01 |
All degree/certificate
seeking undergraduate |
|
|
|
02 |
Number of students |
|
|
|
03 |
Percentage |
|
|
|
04 |
Total amount of aid awarded |
|
|
|
05 |
Average amount of aid awarded |
|
|
|
06 |
….Full-time,
first-time degree/certificate
seeking undergraduate |
|
|
|
07 |
Number of students |
|
|
|
08 |
Percentage |
|
|
|
09 |
Total amount of aid awarded |
|
|
|
10 |
Average amount of aid awarded |
|
|
|
11 |
All other degree/certificate seeking undergraduate students |
|
|
|
12 |
Number of students |
|
|
|
13 |
Percentage |
|
|
|
14 |
Total amount of aid awarded |
|
|
|
15 |
Average amount of aid awarded |
|
|
|
16 |
All non-degree/certificate-seeking undergraduate students |
|
|
|
17 |
Number of students awarded aid |
|
|
|
18 |
Percentage awarded aid |
|
|
|
19 |
Total amount of aid awarded |
|
|
|
20 |
Average amount of aid awarded |
|
|
|
Cost of attendance for full-time, first-time undergraduate students [In-district, In-state, and Out-of-State breakdowns applicable to institutions reporting varying tuition only]
Reporting Reminders:
These numbers are carried forward from Institutional Characteristics (IC) Survey and should only be changed if an error was made in the reporting.
Please
enter
review
the amounts
requested
below for
accuracy and consistency with your institution’s records.
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, etc.), you
must complete
all information
must
be reported.
Estimates
of expenses for books and supplies, room
and board food
and housing,
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 IC
Survey data reporter before changing these financial
aid office to get these numbers
to ensure that
you are reporting correctlythe
data is correct.
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 |
2020-21 |
2021-22 |
2022-23 |
Published tuition and required fees: |
|||
In-district |
|
|
|
Tuition |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Required fees |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Tuition + fees total |
CV |
CV |
CV |
In-state |
|
|
|
Tuition |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Required fees |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Tuition + fees total |
CV |
CV |
CV |
Out-of-state |
|
|
|
Tuition |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Required fees |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Tuition + fees total |
CV |
CV |
CV |
|
|
|
|
Books and supplies |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
On-campus: |
|||
|
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Other expenses |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Expenses |
CV |
CV |
CV |
Off-campus (not with family): |
|||
|
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Other expenses |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Expenses |
CV |
CV |
CV |
Off-campus (with family): |
|||
Other expenses |
Editable prior year value |
Editable prior year value |
Editable Preload, IC |
Part D - Enter Information
about 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
[Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to public
institutions
reporting varying tuition 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.
Do not include students who received HEERF grants only.
For this part, report:
In
the fields below, report the number of Group
3
full-time,
first-time degree/certificate-seeking undergraduate students paying
the lower of in-state or in-district tuition rate awarded
grant or scholarship aid from the following sources: the federal
government, state/local government, or the institution
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. Do
not include HEERF grants.
Information from Part A: |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
YOUR CURRENT YEAR DATA |
||
2020-21 |
2021-22 |
2022-23 |
|||
01 |
Full-time, first-time degree/certificate-seeking undergraduate students (paying the lower of in-state or in-district tuition rate for public institutions) 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 08
|
Prior year value |
Prior year value |
Carried forward |
|
Report the number of
these
|
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
YOUR CURRENT YEAR DATA |
||
2020-21 |
2021-22 |
2022-23 |
|||
02 |
|
On-campus |
Editable prior year value |
Editable prior year value |
Reported value |
03 |
|
Off-campus (with family) |
Editable prior year value |
Editable prior year value |
Reported value |
04 |
|
Off-campus (not with family) |
Editable prior year value |
Editable prior year value |
Reported value |
05 |
|
Unknown (calculated) This value is calculated using the following formula:
Line 01 – (Line 02 + Line 03 + Line 04) |
Calculated value |
Calculated value |
Calculated value |
|
Report the total amount
of grant or scholarship aid from the federal government,
state/local government, or the institution awarded to |
Editable prior year value |
Editable prior year value |
Reported value |
|
07 |
Average grant or scholarship
aid from the federal government, state/local government, or the
institution awarded to |
Calculated value |
Calculated value |
Calculated value |
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).
Section 1: Part E
Part E – Enter
Information about Group
4 Full-time,
first-time degree/certificate-seeking undergraduate students paying
the lower of in-state or in-district tuition rate
awarded any Title IV federal student aid.
[Instruction ‘paying the lower of in-state or in-district
tuition rate’ applicable to public
institutions
reporting varying tuition only]
Reporting Reminders:
Part
E includes financial aid information about Group 4. undergraduate
students enrolled in Fall 2022 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.
Do not include students who received HEERF grants only.
For this part, report:
For These Students |
The Following Type(s) of Aid |
Awarded in This Period |
|
|
|
In
the fields below, report the number of Group
4 these
full-time, first-time undergraduate degree/certificate seeking
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 |
YOUR PRIOR YEAR DATA |
YOUR CURRENT YEAR DATA |
||
2020-21 |
2021-22 |
2022-23 |
|||
01 |
Full-time, first-time degree/certificate-seeking undergraduate students (paying the lower of in-state or in-district tuition rate for public institutions) who were awarded any Title IV federal student aid (This number is carried forward from Part A, Line 09) Report the number of
|
Editable prior year value |
Editable prior year value |
Carried forward |
|
Report the number of these students from Part A, Line 09 with the following living arrangements: |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
YOUR CURRENT YEAR DATA |
||
2020-21 |
2021-22 |
2022-24 |
|||
02 |
|
On-campus |
Editable prior year value |
Editable prior year value |
Reported value |
03 |
|
Off-campus (with family) |
Editable prior year value |
Editable prior year value |
Reported value |
04 |
|
Off-campus (not with family) |
Editable prior year value |
Editable prior year value |
Reported value |
05 |
|
Unknown (calculated) This value is calculated using the following formula:
|
Calculated value |
Calculated value |
Calculated value |
Full-Time, First-Time Degree/Certificate Undergraduates Awarded Title IV Aid |
||||||||||
|
Number
of students |
Of those in Column 1, the
number
|
|
Average
amount of federal, state/local, and institutional grant or
scholarship aid awarded to |
|
|||||
2020-21 |
|
|||||||||
|
Col. 1 |
Col. 2 |
Col. 3 |
Col. 4 |
|
|||||
|
Income level |
|
||||||||
01 |
|
$0-30,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
02 |
|
$30,001-48,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
03 |
|
$48,001-75,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
04 |
|
$75,001-110,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
05 |
|
$110,001 and more |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
06 |
|
Total all income levels |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
|||
|
Number
of students |
Of those in Column 1, the
number
|
|
Average
amount of federal, state/local, and institutional grant or
scholarship aid awarded to |
|
|||||
2021-22 |
|
|||||||||
|
Col. 1 |
Col. 2 |
Col. 3 |
Col. 4 |
|
|||||
|
Income level |
|
||||||||
01 |
|
$0-30,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
02 |
|
$30,001-48,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
03 |
|
$48,001-75,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
04 |
|
$75,001-110,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
05 |
|
$110,001 and more |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
06 |
|
Total all income levels |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
|||
|
Number
of students |
Of those in Column 1, the
number
|
|
Average
amount of federal, state/local, and institutional grant or
scholarship aid awarded to |
||||||
2022-23 |
||||||||||
|
Col. 1 |
Col. 2 |
Col. 3 |
Col. 4 |
||||||
|
Income level |
|||||||||
01 |
|
$0-30,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
02 |
|
$30,001-48,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
03 |
|
$48,001-75,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
04 |
|
$75,001-110,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
05 |
|
$110,001 and more |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
06 |
|
Total all income levels |
Calculated value |
Calculated value |
Calculated value |
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).
Part F – Net Price
Calculation for Group
3
Full-time,
first-time degree/certificate-seeking undergraduate students awarded
grant or scholarship aid from the federal government, state/local
government, or the institution
[Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to public
institutions
reporting varying tuition 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
components.
For more information about the data your institution reported in the
Institutional Characteristics component , please contact your
institution’s IPEDS Keyholder.
C |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
YOUR CURRENT YEAR DATA |
||
2020-21 |
2021-22 |
2022-23 |
|||
01 |
Published tuition and required fees (lower of in-state or in-district tuition rate for public institutions) |
Carried forward |
Carried forward |
Carried forward |
|
02 |
Books and supplies |
Carried forward |
Carried forward |
Carried forward |
|
|
|||||
03 |
03a |
On-campus |
Carried forward |
Carried forward |
Carried forward |
|
03b |
Off-campus (with family) |
Carried forward |
Carried forward |
Carried forward |
|
03c |
Off-campus (not with family) |
Carried forward |
Carried forward |
Carried forward |
Number of |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
YOUR CURRENT YEAR DATA |
||
2020-21 |
2021-22 |
2022-23 |
|||
04 |
04a |
On-campus |
Carried forward |
Carried forward |
Carried forward |
|
04b |
Off-campus (with family) |
Carried forward |
Carried forward |
Carried forward |
|
04c |
Off-campus (not with family) |
Carried forward |
Carried forward |
Carried forward |
|
04d |
Unknown |
Calculated value |
Calculated value |
Calculated value |
05 |
Weighted average for See instructions for the formula for this calculation |
Calculated value |
Calculated value |
Calculated value |
|
06 |
Total cost of attendance This value is calculated using the following formula: [F01+F02+F05] |
Calculated value |
Calculated value |
Calculated value |
|
07 |
Average amount of grant or
scholarship aid awarded to these
|
Calculated value |
Calculated value |
Calculated value |
|
08 |
Average institutional net
price for these
This value is calculated using the following formula: [F06-F07] |
Calculated value |
Calculated value |
Calculated value |
|
As required by the Higher
Education Act of
1965,
as amended |
Part G – Net Price
Calculation for Group
4
Full-time, first-time degree/certificate-seeking undergraduate
students awarded any Title IV federal student aid.
[Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to public
institutions
with varied tuition 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
survey components.
For more information about the data your institution reported in the
Institutional Characteristics survey
component,
please contact your institution’s IPEDS Keyholder.
C |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
YOUR CURRENT YEAR DATA |
|||
2020-21 |
2021-22 |
2022-23 |
||||
01 |
Published tuition and required fees (lower of in-state or in-district for public institutions) |
Carried forward |
Carried forward |
Carried forward |
||
02 |
Books and supplies |
Carried forward |
Carried forward |
Carried forward |
||
|
||||||
|
03a |
On-campus |
Carried forward |
Carried forward |
Carried forward |
|
|
03b |
Off-campus (with family) |
Carried forward |
Carried forward |
Carried forward |
|
|
03c |
Off-campus (not with family) |
Carried forward |
Carried forward |
Carried forward |
|
Number of |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
YOUR CURRENT YEAR DATA |
|||
2020-21 |
2021-22 |
2022-23 |
||||
|
04a |
On-campus |
Carried forward |
Carried forward |
Carried forward |
|
|
04b |
Off-campus (with family) |
Carried forward |
Carried forward |
Carried forward |
|
|
04c |
Off-campus (not with family) |
Carried forward |
Carried forward |
Carried forward |
|
|
04d |
Unknown |
Calculated value |
Calculated value |
Calculated value |
|
|
Weighted average for See instructions for the formula for this calculation |
Calculated value |
Calculated value |
Calculated value |
||
|
Total cost of attendance This value is calculated
using the following formula: [G01+G02+G |
Calculated value |
Calculated value |
Calculated value |
||
|
|
Average amount of grant or
scholarship aid awarded to these
|
Carried forward |
Carried forward |
Carried forward |
|
|
07a |
$0-30,000 |
Carried forward |
Carried forward |
Carried forward |
|
|
07b |
$30,001-48,000 |
Carried forward |
Carried forward |
Carried forward |
|
|
07c |
$48,001-75,000 |
Carried forward |
Carried forward |
Carried forward |
|
|
07d |
$75,001-110,000 |
Carried forward |
Carried forward |
Carried forward |
|
|
07e |
$110,001 and more |
Carried forward |
Carried forward |
Carried forward |
|
|
07f |
Total all income levels |
Carried forward |
Carried forward |
Carried forward |
|
08 Average
institutional net price for This value is calculated using the following formula: [G06-G07] |
||||||
|
08a |
$0-30,000 |
Calculated value |
Calculated value |
Calculated value |
|
|
08b |
$30,001-48,000 |
Calculated value |
Calculated value |
Calculated value |
|
|
08c |
$48,001-75,000 |
Calculated value |
Calculated value |
Calculated value |
|
|
08d |
$75,001-110,000 |
Calculated value |
Calculated value |
Calculated value |
|
|
08e |
$110,001 and more |
Calculated value |
Calculated value |
Calculated value |
|
|
08f |
Total all income levels |
Calculated value |
Calculated value |
Calculated value |
|
As required by the Higher
Education Act of
1965,
as amended |
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).
Important Note:
Report for Post-9/11 GI Bill Benefits: July 1, 2022 - June 30, 2023
Report for Department of Defense Tuition Assistance Program: October 1, 2022 - September 30, 2023
Reporting Reminders:
Report
the
total number of student recipients and the total dollar amounts for
each program
student
counts and disbursed amounts known to the institution for the
Veteran's Affairs and Department of Defense programs listed.
Report unduplicated student counts within a category (e.g., Post 9/11 GI Bill Benefits), however, a student can appear in both categories (i.e., a student can be counted as a Post 9/11 GI Bill Benefits recipient and a Department of Defense Tuition Assistance recipient).
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.
Do
not leave a cell blank.
Enter zero (0) if your institution did not have recipients for that
student level or program
the financial assistance program or program level. Please
do not leave a cell blank.
Type of benefit/assistance |
YOUR CURRENT YEAR DATA |
YOUR PRIOR YEAR DATA |
||
Unduplicated number of students receiving benefits/assistance (1) |
Total dollar amount of benefits/assistance disbursed through the institution (2) |
Average dollar amount of benefits/assistance disbursed through the institution (3) |
Average dollar amount of benefits/assistance disbursed through the institution |
|
Post-9/11 GI Bill Benefits |
||||
Undergraduate students |
Reported value |
Reported value |
Calculated value |
Prior year value |
Graduate students |
Reported value |
Reported value |
Calculated value |
Prior year value |
Total |
Reported value |
Calculated value |
Calculated value |
Prior year value |
Department of Defense Tuition Assistance Program |
||||
Undergraduate students |
Reported value |
Reported value |
Calculated value |
Prior year value |
Graduate students |
Reported value |
Reported value |
Calculated value |
Prior year value |
Total |
Reported value |
Calculated value |
Calculated value |
Prior year value |
IPEDS Student Financial Aid Component Overview - Program Reporters
Welcome to the Student Financial Aid (SFA) survey 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
Counts
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 undergraduate
students (FTFT)
Group
3: Of Group 2,
FTFT undergraduate
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 with
varied tuition,
include only those who paid the lower of in-state or in-district
tuition rate.
Group
4: Of Group 2,
FTFT undergraduate
students enrolled in the institution’s largest program and
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.
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 2023-24 data collection period:
Removed the ‘Groups terminology’
Renumbered lines on screens and in instructions
Reiterated instructions on what is reported in each part for specific students and reporting periods
Rephrased “room and board” terminology in survey materials to “food and housing,” including Glossary terms
Added FAQ regarding inclusion of incarcerated students
Revised FAQ regarding experimental site participants
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.
Part
A - Establish Your Groups
Student
Counts
Instructions:
In the fields below, report the number of students enrolled anytime during the academic period from July 1, 2022 to June 30, 2023.
Part
A establishes student
counts. 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.
The numbers on this screen are carried forward to other parts of the Student Financial Aid Survey component and checked for consistency with data reported in other survey components.
In
the fields below, report the number of students in each of the
following groups.
STUDENT COUNTS FOR PROGRAM REPORTERS |
YOUR CURRENT YEAR DATA |
YOUR PRIOR YEAR DATA |
|||
July 1, 2022 – June 30, 2023 |
July 1, 2021 – June 30, 2022 |
||||
|
All undergraduate students |
Editable Preload, EF |
Prior year value |
||
03 |
|
|
All degree/certificate-seeking undergraduate students Of those |
Editable Preload, EF |
Prior year value |
04 |
|
|
Of those on line |
Editable calculated value |
Prior year value |
05 |
Of those on
Line 03 |
Editable Preload, EF |
Prior year value |
||
06 |
|
Of those on
Line 05 O Federal Work Study, O Loans to students, O Grant or scholarship aid from the federal government, state/local government, or the institution, or O Other sources known to the institution |
Reported value |
Prior year value |
|
07 |
|
Of those on
Line 05 O Loans to students or O Grant or scholarship aid from the federal government, state/local government, or the institution. |
Reported value |
Prior year value |
|
|
Of those on
Line 05 |
Reported value |
Prior year value |
||
09 |
Of those on
Line 05 |
Reported value |
Prior year value |
Part B – Enter Student Counts and Financial Aid Award Amounts
Reporting
Reminders:
Group
1 students are ALL
undergraduate
students (including first-time
students) enrolled in academic year 2023-24.
For this part, report:
For These Students |
The Following Type(s) of Aid |
Awarded in This Period |
|
|
|
|
|
Information from Part A |
July 1, 2022 – June 30, 2023 |
||
(This number is carried
forward from Part A, Line 02
|
Carried forward |
||
(This number is carried
forward from Part A, Line 03
|
Carried forward |
||
(This number is carried
forward from Part A, Line 04
|
Carried forward |
In
the fields below, report the number
of Group 1 students
student
counts and the
total amount of aid awarded to
these students
for each aid
type and
student category
of
aid.
Aid Type |
July 1, 2022 to June 30, 2023 |
|||||||||||||
All undergraduate students
|
All
degree/certificate-seeking undergraduate |
All
non-degree/certificate-seeking undergraduate |
||||||||||||
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) |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
02 |
|
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
03 |
Federal |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
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).
Section 1: Part C, Page 1
Part C, Page 1 - Enter Information about full-time, first-time degree/certificate-seeking undergraduate students [Only applicable to institutions with varied tuition]
In the fields below, report the number of full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2022 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 2022 |
|||||
01. Full-time, first-time degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 05) |
Carried forward |
|||||
Full-time, first-time students: |
|
|
YOUR PRIOR YEAR DATA |
|||
Fall 2022 |
Fall 2021 |
|||||
Number of students |
Percentage of students |
Percentage of students |
||||
02 |
|
paying in-district tuition rates |
Reported value |
Calculated value |
Calculated value |
|
03 |
|
paying in-state tuition rates |
Reported value |
Calculated value |
Calculated value |
|
04 |
|
paying out-of-state tuition rates |
Reported value |
Calculated value |
Calculated value |
|
05 |
|
Unknown (calculated value) This value is calculated using the following formula: [(Line 02 + Line 03 + Line 04)] |
Calculated value |
Calculated value |
Calculated value |
Part
C, Page 2 - Enter Information about Group
2 full-time,
first-time degree/certificate seeking undergraduates [Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to institutions reporting varied tuition 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 2023-24.
For this part, report:
For These Students |
The Following Type(s) of Aid |
Awarded in This Period |
|
|
|
Information from Part A |
July 1, 2022 – June 30, 2023 |
|
Carried forward |
|
Carried forward |
|
Carried forward |
|
Carried forward |
In the fields below, report the
number of Group
2
full-time, first-time degree/certificate-seeking undergraduates
students and the
total amount of aid awarded to
these students
for each
type
category 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.
Aid Type |
FULL-TIME, FIRST-TIME UNDERGRADUATES from Part A, Line 05 |
YOUR PRIOR YEAR DATA |
||||||
July 1, 2022 – June 30, 2023 |
2021-22 |
|||||||
Number of |
Percentage of |
Total amount of aid awarded
to |
Average amount of aid
awarded to |
Average amount of aid
awarded to |
||||
01 |
Grants or scholarships from the federal government, state/local government, or the institution |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Prior year value |
||
02 |
Federal grant and scholarship aid |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Prior year value |
||
03
|
Federal Pell Grants |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
04
|
Other federal grant |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
05
|
State/local government
grant (includes fellowships/tuition waivers/exemptions) |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
06 |
Institutional grant (includes fellowships/tuition waivers/exemptions) |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
07 |
Loans to students |
Reported value |
Calculated value |
Calculated value |
Calculated value |
Prior year value |
||
08
|
Federal loans to students |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
||
09
|
Other loans to students (including private loans) |
Reported value |
Calculated value |
Reported value |
Calculated value |
Prior year value |
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).
Comparison Chart
Reporting Reminders:
Based
on the information reported on the previous screens for Group
1 (all
undergraduates)
students
and Group
2 (full-time,
first-time degree/certificate-seeking undergraduates
students),
this comparison chart seeks to help institutions check their
reported data. Assuming that
the information reported
on
Groups 1 and 2
is correct, then
the calculated fields for ‘All Other Undergraduates
students’
should be the balance (Group
1 minus Group 2).
Similarly,
comparison chart values for all degree/certificate-seeking and all
non-degree/certificate-seeking undergraduates should match the total
reported in columns 1-4 in Section 1, Part B. 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.
Data for all degree/certificate-seeking undergraduate students and full-time, first-time undergraduate students are published on College Navigator.
Note:
Data
for the
'Aall
Oother
degree/certificate-
seeking Uundergraduates'
students
and all non-degree/certificate-seeking undergraduate students will
appear in the IPEDS Data Center for data users, but not in College
Navigator.
|
July 1, 2022 – June 30, 2023 |
Academic year 2022 – 23 |
Academic year 2022 – 23 |
|
|
Number of students |
Federal Pell Grants |
Federal Student Loans |
|
01 |
All
degree/certificate-seeking
undergraduate |
Carried forward |
Carried forward |
Carried forward |
02 |
Number of students |
Carried forward |
Carried forward |
Carried forward |
03 |
Percentage |
Carried forward |
Carried forward |
Carried forward |
04 |
Total amount of aid awarded |
Carried forward |
Carried forward |
Carried forward |
05 |
Average amount of aid awarded |
Carried forward |
Carried forward |
Carried forward |
06 |
Full-time, first-time
degree/certificate-seeking
undergraduate |
Carried forward |
Carried forward |
Carried forward |
07 |
Number of students |
Carried forward |
Carried forward |
Carried forward |
08 |
Percentage |
Carried forward |
Carried forward |
Carried forward |
09 |
Total amount of aid awarded |
Carried forward |
Carried forward |
Carried forward |
10 |
Average amount of aid awarded |
Carried forward |
Carried forward |
Carried forward |
11 |
All other degree/certificate-seeking undergraduate students |
Carried forward |
Carried forward |
Carried forward |
12 |
Number of students |
Carried forward |
Carried forward |
Carried forward |
13 |
Percentage |
Carried forward |
Carried forward |
Carried forward |
14 |
Total amount of aid awarded |
Carried forward |
Carried forward |
Carried forward |
15 |
Average amount of aid awarded |
Carried forward |
Carried forward |
Carried forward |
16 |
All non-degree/certificate-seeking undergraduate students |
Carried forward |
Carried forward |
Carried forward |
17 |
Number of students awarded aid |
Carried forward |
Carried forward |
Carried forward |
18 |
Percentage awarded aid |
Carried forward |
Carried forward |
Carried forward |
19 |
Total amount of aid awarded |
Carried forward |
Carried forward |
Carried forward |
20 |
Average amount of aid awarded |
Carried forward |
Carried forward |
Carried forward |
Cost of attendance [In-district, In-state, and Out-of-State breakdowns applicable to institutions reporting varying tuition only]
Reporting Reminders:
These numbers are carried forward from Institutional Characteristics and should only be changed if an error was made in the reporting.
Section 1: Cost of Attendance (calculated)
Cost of attendance [In-district, In-state, and Out-of-State breakdowns applicable to institutions reporting varying tuition only]
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 |
2020-21 |
2021-22 |
2022-23 |
Tuition and required fees |
Calculated value |
Calculated value |
Calculated value |
Books and supplies |
Calculated value |
Calculated value |
Calculated value |
On-campus: |
|||
|
Calculated value |
Calculated value |
Calculated value |
Other expenses |
Calculated value |
Calculated value |
Calculated value |
Expenses |
Calculated value |
Calculated value |
Calculated value |
Off-campus (not with family): |
|||
|
Calculated value |
Calculated value |
Calculated value |
Other expenses |
Calculated value |
Calculated value |
Calculated value |
Expenses |
Calculated value |
Calculated value |
Calculated value |
Off-campus (with family): |
|||
Other expenses |
Calculated value |
Calculated value |
Calculated value |
Charges for full academic year |
2020-21 |
2021-22 |
2022-23 |
Published tuition and required fees: |
|||
In-district |
|
|
|
Tuition |
Calculated value |
Calculated value |
Calculated value |
Required fees |
Calculated value |
Calculated value |
Calculated value |
Tuition + fees total |
Calculated value |
Calculated value |
Calculated value |
In-state |
|
|
|
Tuition |
Calculated value |
Calculated value |
Calculated value |
Required fees |
Calculated value |
Calculated value |
Calculated value |
Tuition + fees total |
Calculated value |
Calculated value |
Calculated value |
Out-of-state |
|
|
|
Tuition |
Calculated value |
Calculated value |
Calculated value |
Required fees |
Calculated value |
Calculated value |
Calculated value |
Tuition + fees total |
Calculated value |
Calculated value |
Calculated value |
|
|
|
|
Books and supplies |
Calculated value |
Calculated value |
Calculated value |
On-campus: |
|||
Food and housing |
Calculated value |
Calculated value |
Calculated value |
Other expenses |
Calculated value |
Calculated value |
Calculated value |
Food and housing, and other Expenses |
Calculated value |
Calculated value |
Calculated value |
Off-campus (not with family): |
|||
Food and housing |
Calculated value |
Calculated value |
Calculated value |
Other expenses |
Calculated value |
Calculated value |
Calculated value |
Food and housing, and other Expenses |
Calculated value |
Calculated value |
Calculated value |
Off-campus (with family): |
|||
Other expenses |
Calculated value |
Calculated value |
Calculated value |
Section 1: Part D
Part
D - Enter Information about 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[Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to public
institutions
with varied tuition only]
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.
Do not include students who received HEERF grants only.
For this part, report:
For These Students |
The Following Type(s) of Aid |
Awarded in This Period |
||
|
|
|
In the fields below, report
the number of Group
3 FTFT
degree/certificate-seeking undergraduate students awarded grant or
scholarship aid from the following sources: the federal government,
state/local government, or the institution
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 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 |
YOUR PRIOR YEAR DATA |
|
||
2020-21 |
2021-22 |
2022-23 |
|||
01 |
|
Prior year value |
Prior year value |
Carried forward |
|
|
Report the number of these
|
|
YOUR PRIOR YEAR DATA |
|
|
2020-21 |
2021-22 |
2022-23 |
|||
02 |
|
On-campus |
Editable prior year value |
Editable prior year value |
Reported value |
03 |
|
Off-campus (with family) |
Editable prior year value |
Editable prior year value |
Reported value |
04 |
|
Off-campus (not with family) |
Editable prior year value |
Editable prior year value |
Reported value |
05 |
|
Unknown (calculated) This value is calculated using the following formula:
Line 01 – (Line 02 + Line 03 + Line 04) |
Calculated value |
Calculated value |
Calculated value |
06 |
Report the total amount of
grant or scholarship aid from the federal government, state/local
government, or the institution awarded to |
Editable prior year value |
Editable prior year value |
Reported value |
|
|
Average grant or scholarship
aid from the federal government, state/local government, or the
institution awarded to |
Calculated value |
Calculated value |
Calculated value |
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).
Part E – Enter
Information about Group
4 Full-time,
first-time degree/certificate-seeking undergraduate students paying
the lower of in-state or in-district tuition rate
enrolled in your institution’s largest program awarded any
Title IV federal student aid.
[Instruction ‘paying the lower of in-state or in-district
tuition rate’ applicable public
to
institutions reporting varying tuition only]
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.
The information you report in this part will be used in Part G to
calculate average institutional net price by income level.
Do not include students who received HEERF grants only.
For this part, report:
For These Students |
The Following Type(s) of Aid |
Awarded in This Period |
||
|
|
|
In the fields below, report
the number of Group
4 these
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 Survey component |
2022-23 |
||||||
|
CIP Code |
Preloaded value |
|||||
|
Title |
Preloaded value |
|||||
Information from Part A: |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
|
||||
2020-21 |
2021-22 |
2022-23 |
|||||
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 for
public institutions) (This number is carried
forward from Part A, Line 08 |
Editable prior year value |
Editable prior year value |
Carried forward |
||||
|
Report the number of |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
|
|||
2020-21 |
2021-22 |
2022-23 |
|||||
01 |
|
On-campus |
Editable prior year value |
Editable prior year value |
Reported value |
||
02 |
|
Off-campus (with family) |
Editable prior year value |
Editable prior year value |
Reported value |
||
03 |
|
Off-campus (not with family) |
Editable prior year value |
Editable prior year value |
Reported value |
||
04 |
|
Unknown (calculated) This value is calculated using the following formula:
|
Calculated value |
Calculated value |
Calculated value |
|
Number
of students |
Of those in Column 1, the
number
|
|
Average
amount of federal, state/local, and institutional grant or
scholarship aid awarded to |
|
|||||
2020-21 |
|
|||||||||
|
Col. 1 |
Col. 2 |
Col. 3 |
Col. 4 |
|
|||||
|
Income level |
|
||||||||
06 |
|
$0-30,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
07 |
|
$30,001-48,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
08 |
|
$48,001-75,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
09 |
|
$75,001-110,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
10 |
|
$110,001 and more |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
11 |
|
Total all income levels |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
|||
|
Number
of students |
Of those in Column 1, the
number
|
|
Average
amount of federal, state/local, and institutional grant or
scholarship aid awarded to |
|
|||||
2021-22 |
|
|||||||||
|
Col. 1 |
Col. 2 |
Col. 3 |
Col. 4 |
|
|||||
|
Income level |
|
||||||||
12 |
|
$0-30,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
13 |
|
$30,001-48,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
14 |
|
$48,001-75,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
15 |
|
$75,001-110,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
16 |
|
$110,001 and more |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
|
|||
17 |
|
Total all income levels |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
|
|||
|
Number
of students |
Of those in Column 1, the
number
|
|
Average
amount of federal, state/local, and institutional grant or
scholarship aid awarded to |
||||||
2022-23 |
||||||||||
|
Col. 1 |
Col. 2 |
Col. 3 |
Col. 4 |
||||||
|
Income level |
|||||||||
18 |
|
$0-30,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
19 |
|
$30,001-48,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
20 |
|
$48,001-75,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
21 |
|
$75,001-110,000 |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
22 |
|
$110,001 and more |
Editable prior year value |
Editable prior year value |
Editable prior year value |
Calculated value |
||||
23 |
|
Total all income levels |
Calculated value |
Calculated value |
Calculated value |
Calculated value |
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).
Part F – Net Price
Calculation for Group
3
Full-time,
first-time degree/certificate-seeking undergraduate students awarded
grant or scholarship aid from the federal government, state/local
government, or the institution
Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to public
institutions
reporting varying tuition 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 |
2022-23 |
||
|
CIP Code |
Carried forward |
|
|
Title |
Carried forward |
C
Please note: Net price calculations use ACADEMIC YEAR costs, not full program costs |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
|
||
2020-21 |
2021-22 |
2022-23 |
|||
01 |
Published tuition and required fees (lower of in-state or in-district for public institutions) |
Carried forward |
Carried forward |
Carried forward |
|
02 |
Books and supplies |
Carried forward |
Carried forward |
Carried forward |
|
03 |
|
||||
|
03a |
On-campus |
Carried forward |
Carried forward |
Carried forward |
|
03b |
Off-campus (with family) |
Carried forward |
Carried forward |
Carried forward |
|
03c |
Off-campus (not with family) |
Carried forward |
Carried forward |
Carried forward |
04 |
Number of |
||||
|
04a |
On-campus |
Carried forward |
Carried forward |
Carried forward |
|
04b |
Off-campus (with family) |
Carried forward |
Carried forward |
Carried forward |
|
04c |
Off-campus (not with family) |
Carried forward |
Carried forward |
Carried forward |
|
04d |
Unknown |
Carried forward |
Carried forward |
Carried forward |
05
|
Weighted average for See instructions for the formula for this calculation |
Calculated value |
Calculated value |
Calculated value |
|
06
|
Total cost of attendance This value is calculated
using the following formula: [F01+F02+F10
|
Calculated value |
Calculated value |
Calculated value |
|
07
|
Average amount of grant or
scholarship aid awarded to these
|
Calculated value |
Calculated value |
Calculated value |
|
08
|
Average institutional net
price for these
This value is calculated
using the following formula: |
Calculated value |
Calculated value |
Calculated value |
|
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).
Part G – Net Price
Calculation for Group
4
Full-time, first-time degree/certificate-seeking undergraduate
students enrolled in your institution’s largest program awarded
any Title IV federal student aid.
Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to public
institutions
reporting varying tuition 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 |
2022-23 |
||
|
CIP Code |
Carried forward |
|
|
Title |
Carried forward |
C
Please note: Net price calculations use ACADEMIC YEAR costs, not full program costs |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
|
|||
2020-21 |
2021-22 |
2022-23 |
||||
01 |
Published tuition and required fees (lower of in-state or in-district for public institutions) |
Carried forward |
Carried forward |
Carried forward |
||
02 |
Books and supplies |
Carried forward |
Carried forward |
Carried forward |
||
03 |
|
|||||
|
03a |
On-campus |
Carried forward |
Carried forward |
Carried forward |
|
|
03b |
Off-campus (with family) |
Carried forward |
Carried forward |
Carried forward |
|
|
03c |
Off-campus (not with family) |
Carried forward |
Carried forward |
Carried forward |
|
04 |
Number of Group 4 students by living arrangement |
|||||
|
04a |
On-campus |
Carried forward |
Carried forward |
Carried forward |
|
|
04b |
Off-campus (with family) |
Carried forward |
Carried forward |
Carried forward |
|
|
04c |
Off-campus (not with family) |
Carried forward |
Carried forward |
Carried forward |
|
|
04d |
Unknown |
Carried forward |
Carried forward |
Carried forward |
|
05 |
Weighted average for See instructions for the formula for this calculation |
Calculated value |
Calculated value |
Calculated value |
||
06 |
Total cost of attendance This value is calculated
using the following formula: [G01+G02+ G |
Calculated value |
Calculated value |
Calculated value |
||
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 |
Calculated value |
Calculated value |
Calculated value |
||
|
07a |
$0-30,000 |
Carried forward |
Carried forward |
Carried forward |
|
|
07b |
$30,001-48,000 |
Carried forward |
Carried forward |
Carried forward |
|
|
07c |
$48,001-75,000 |
Carried forward |
Carried forward |
Carried forward |
|
|
07d |
$75,001-110,000 |
Carried forward |
Carried forward |
Carried forward |
|
|
07e |
$110,001 and more |
Carried forward |
Carried forward |
Carried forward |
|
|
07f |
Total all income levels |
Carried forward |
Carried forward |
Carried forward |
|
08 |
Average institutional net
price for
|
|||||
|
08a |
$0-30,000 [G11-G13] |
Calculated value |
Calculated value |
Calculated value |
|
|
08b |
$30,001-48,000 [G11-G14] |
Calculated value |
Calculated value |
Calculated value |
|
|
08c |
$48,001-75,000 [G11-G15] |
Calculated value |
Calculated value |
Calculated value |
|
|
08d |
$75,001-110,000 [G11-G16] |
Calculated value |
Calculated value |
Calculated value |
|
|
08e |
$110,001 and more [G11-G17] |
Calculated value |
Calculated value |
Calculated value |
|
|
08f |
Total all income levels [G11-G12] |
Calculated value |
Calculated value |
Calculated value |
|
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).
Important Note:
Report for Post-9/11 GI Bill Benefits: July 1, 2022 - June 30, 2023
Report for Department of Defense Tuition Assistance Program: October 1, 2022 - September 30, 2023
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
counts and disbursed amounts known to the institution for the
Veteran's Affairs and Department of Defense programs listed.
Report unduplicated student counts within a category (e.g., Post 9/11 GI Bill Benefits), however, a student can appear in both categories (i.e., a student can be counted as a Post 9/11 GI Bill Benefits recipient and a Department of Defense Tuition Assistance recipient).
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.
Do
not leave a cell blank.
Enter zero (0) if your institution did not have recipients for that
student level or program
the financial assistance program or program level. Please
do not leave a cell blank.
Type of benefit/assistance |
Unduplicated number of students receiving benefits/assistance (1) |
Total dollar amount of benefits/assistance disbursed through the institution (2) |
Average dollar amount of benefits/assistance disbursed through the institution (3) |
YOUR PRIOR YEAR DATA |
Average dollar amount of benefits/assistance disbursed through the institution |
||||
Post-9/11 GI Bill Benefits |
||||
Undergraduate students |
Reported value |
Reported value |
Calculated value |
Prior year value |
Graduate students |
Reported value |
Reported value |
Calculated value |
Prior year value |
Total |
Reported value |
Calculated value |
Calculated value |
Prior year value |
Department of Defense Tuition Assistance Program |
||||
Undergraduate students |
Reported value |
Reported value |
Calculated value |
Prior year value |
Graduate students |
Reported value |
Reported value |
Calculated value |
Prior year value |
Total |
Reported value |
Calculated value |
Calculated value |
Prior year value |
IPEDS
Student Financial Aid Survey
Component
Overview
- Academic Reporters
Welcome to the Student Financial Aid (SFA) Survey component. As a graduate school, the purpose of the SFA component is to collect information about your students who have received military assistance and certain 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.
If there are no students in a benefit category, please enter zero (0). Do NOT leave the cell blank.
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
Interactive Edits and Error Messages
SFA
contains interactive edits that
will to
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:
The following changes were implemented for the 2023-24 data collection period:
Reiterated instructions on what is reported in each part for specific students and reporting periods
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 veterans’ benefits? |
||
|
Radio button option |
No |
|
Radio button option |
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).
Important Note:
Report for Post-9/11 GI Bill Benefits: July 1, 2022 - June 30, 2023
Report for Department of Defense Tuition Assistance Program: October 1, 2022 - September 30, 2023
Reporting Reminders:
Report
the
total number of student recipients and the total dollar amounts for
each program
student
counts and disbursed amounts known to the institution for the
Veteran's Affairs and Department of Defense programs listed.
Report unduplicated student counts within a category (e.g., Post 9/11 GI Bill Benefits), however, a student can appear in both categories (i.e., a student can be counted as a Post 9/11 GI Bill Benefits recipient and a Department of Defense Tuition Assistance recipient).
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.
Do
not leave a cell blank.
Enter zero (0) if your institution did not have recipients for that
student level or program
the financial assistance program or program level. Please
do not leave a cell blank.
YOUR CURRENT YEAR DATA |
YOUR PRIOR YEAR DATA |
|||
2022-23 |
2021-22 |
|||
Type of benefit/assistance
|
Number of students receiving be |
Total dollar amount of benefits/assistance disbursed through the institution
|
Average dollar amount of benefits/assistance disbursed through the institution |
Average dollar amount of benefits/assistance disbursed through the institution |
Graduate students |
||||
Post-9/11 GI Bill Benefits |
Reported value |
Reported value |
Calculated value |
Prior year value |
Department of Defense Tuition Assistance Program |
Reported value |
Reported value |
Calculated value |
Prior year value |
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
Purpose of Survey Component
Section
1. SFA
Student
Financial Aid
-
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
Student
Counts
Part
B - Financial Aid About Group
1
All undergraduate students
Part
C - Enter Financial Aid About Group
2
Full-time, first-time (FTFT) degree/certificate-seeking undergraduate
students
Part
D - Enter Financial Aid About Group
3
FTFT undergraduate students who (paid
the lower of in-state/in-district tuition rate for
public institutions and)
were awarded any grant/scholarship aid from the federal government,
state/local government, or the institution
Part
E - Enter Financial Aid About Group
4
FTFT undergraduate students who (paid
the lower of in-state/in-district tuition rate for
public institutions and)
were awarded any Title IV federal student aid
Part
F - Net Price Calculation for Group
3
FTFT undergraduate students who (paid
the lower of in-state/in-district tuition rate for
public institutions and)
were awarded any grant/scholarship aid from the federal government,
state/local government, or the institution
Part G - Net Price Calculation
for Group
4
FTFT undergraduate students who (paid
the lower of in-state/in-district tuition rate for
public institutions and)
were awarded any Title IV federal student aid
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
Projections of Education Statistics
Purpose of Survey Component
The
purpose of the IPEDS Student Financial Aid (SFA) survey
component is to
collect information about financial aid provided to various types
groups
of undergraduate students in
order
to meet
requirements of the Higher Education Act of 1965 (HEA), as amended.
SFA
also collects military/veteran educational benefits for all students
at your institution. 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
with
varied tuition,
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
with
varied tuition,
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.
Student counts and dollar amounts for Post-9/11 GI Bill Benefits and Department of Defense Tuition Assistance 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 2023-24 data collection period:
Removed the ‘Groups terminology’
Renumbered lines on screens and in instructions
Reiterated instructions on what is reported in each part for specific students and reporting periods
Rephrased “room and board” terminology in survey materials to “food and housing,” including Glossary terms
Added FAQ regarding inclusion of incarcerated students
Revised FAQ regarding experimental site participants
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 categories
groups:
Group
1:
All
undergraduate students
Group
2: Of
Group 1,
Full-time,
first-time degree/certificate-seeking undergraduate
students (FTFT)
who
paid in-district, in-state, and out-of-state tuition, if applicable
Group
3: Of Group 2,
FTFT
undergraduate
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
undergraduate
students who paid the lower of in-state/in-district tuition rate
and were awarded any 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 for public institutions) 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 for public institutions) 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 (paid the lower of in-state or in-district tuition rate for public institutions) 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) survey
components
that your institution completed in the most recent collections of
those components
That are carried forward from one part of the Student Financial Aid survey 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 financial aid data reported for this component should be for the prior academic year as defined by the institution, including cross-over financial aid award periods assigned to the prior academic year.
Student Cohort
For academic reporters, the student cohort covered by this component includes undergraduate students enrolled for the prior academic 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), 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 category of aid includes all Title IV federal student programs such as Subsidized Direct Loans and Unsubsidized Direct 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 survey 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.
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 Grants). 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.
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, 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
Sites Pell
grant
federal financial aid amounts
Detailed Instructions
This section provides line-by-line instructions for each part of the Student Financial Aid component.
Part
A establishes the
number of
student counts
s 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 for
full-time, first-time degree certificate-seeking undergraduate
students’ counts or award amounts in Part D, Part E, Part F, or
Part G since the data is used for net price calculations.
Instructions:
In the fields provided, report
the student
counts for each student category below
number
of students in each of the following groups.
Some values are preloaded from your institution’s IPEDS Fall
Enrollment (EF) component but 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.
|
Description |
|
|
Report the number of all
undergraduate students |
|
03.
|
All degree/certificate-seeking undergraduate students (Editable Preload, EF) Of
those
Report the number of
degree/certificate-seeking undergraduate students |
|
04.
|
All non-degree/certificate-seeking undergraduate students (Editable Preload, EF) Of
those on
Line 02
Report the number of
non-degree/certificate-seeking undergraduate students |
|
05.
|
Of
those on
Line 02
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. |
|
06.
|
Of the
full-time, first-time degree certificate-seeking undergraduate
students
|
|
07.
|
Of the
full-time, first-time degree certificate-seeking undergraduate
students
|
|
08.
|
Of
the
full-time, first-time degree certificate-seeking undergraduate
students
For public
institutions
with
varied tuition,
include only those students who paid the
lower of
in-state or in-district tuition rate.
|
|
09.
|
Of
the
full-time, first-time degree certificate-seeking undergraduate
students
For
public
institutions
with
varied tuition,
include only those students who paid the lower of in-state or
in-district tuition rate.
Report students
Title IV federal student aid includes the following:
Note:
Include
FWS recipients in student counts and award amounts but do not
include FWS award amounts. Report
100% of student FSEOG |
This part is
intended to
collects
information about the number of Group
1
undergraduate students
enrolled
in the prior fall
and the total amounts of aid they were awarded by different aid
categories
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
these
students 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 These Students |
The Following Type(s) of Aid |
Awarded in This Period |
|
|
|
Data
carried forward from Part A include the following:
|
|
|
|
|
|
|
|
The total student count for each student category is preloaded at the top of the screen. Reported student counts in each aid category cannot be greater than this preloaded number.
Instructions:
In
the fields provided, report the number of Group
1
undergraduate
students in
each category and
the total amount of aid awarded
to these students for each.
|
Aid type |
All undergraduate students |
All degree/certificate-seeking undergraduate students |
All non-degree/certificate-seeking undergraduate students |
|||||||||
|
|
Column 1. |
Column 2. |
Column 3. |
Column 4. |
Column 5. |
Column 6. |
Column 7. |
Column 8. |
Column 9. |
Column 10. |
Column 11. |
Column 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) |
|
|
|
|
|
|
|
|
|
|
|
|
02 |
[Do not include any other type of federal grant aid (e.g., Iraq or Afghanistan Grants.)] |
|
|
|
|
|
|
|
|
|
|
|
|
03 |
Federal [(Do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).] |
Part
C, Page 1 - Enter Financial Aid About Group
2
full-time,
first-time degree/certificate-seeking undergraduate students
[Only
applicable to institutions with varied tuition]
This
part is
intended to
collects
information about the number of Group
2
full-time,
first-time degree/certificate-seeking undergraduate
students enrolled
in the prior fall 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.
The total student count for full-time, first-time degree/certificate-seeking undergraduate students is preloaded at the top of the screen. Reported student counts in each tuition category cannot be greater than this preloaded number.
Data
carried forward from Part A include the following:
|
|
|
|
|
Description |
01 |
Full-time, first-time degree/certificate-seeking undergraduate students (Carried forward) |
02
|
Column 1.
|
Column 2.
|
|
03
|
Column 1.
|
Column 2.
|
|
04
|
Column 1.
|
Column 2.
|
|
05
|
Column 1.
|
Column 2.
|
Part
C, Page 2 - Enter Financial Aid About Group
2
full-time,
first-time degree/certificate-seeking undergraduate students
[Instructions
related to the in-state or in-district rate applicable to
institutions with varied tuition only]
This part is
intended to
collects
information about the number of Group
2
full-time,
first-time degree/certificate-seeking undergraduate students
and the total amounts of aid they
were
awarded by different aid types. For academic reporters, this
includes full-time,
first-time degree/certificate seeking undergraduate
Group
2
students are
all full-time,
first-time degree/certificate-seeking undergraduate students
enrolled in the
prior Fall. For
program reporters, this includes full-time, first-time
degree/certificate-seeking undergraduate 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
full-time,
first-time degree/certificate undergraduate students reported in
Part C under "Other federal grants".
For this part, report:
For These Students |
The Following Type(s) of Aid |
Awarded in This Period |
|
|
|
Data
carried forward from Part A include the following:
Information from Part A: |
Prior Fall |
|
Carried forward from Part A Line 05 |
|
Carried forward from Part A Line 06 |
|
Carried forward from Part A Line 07 |
|
Carried forward from Part A Line 08 |
Note:
The 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
overall
category.
However, the total number of students reported for the
aid category
each
subcategory cannot
exceed the sum of all
aid types in the subcategoryies.
(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
type
must be at
least
less
than or equal to as
large as
the largest value
of
those
reported in athe
subcategory.
Instructions:
In the fields provided, report the number of full-time, first-time degree/certificate-seeking (FTFTDGCS) undergraduate students and the total amount of aid they were awarded for each type of aid.
If you have updates or made errors in the prior year reporting of cost of attendance in the IC survey component, you can make changes in the SFA survey component. However, there are no prior year revisions for the SFA survey 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
food
and housing, 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 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
[Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to public
institutions reporting varying tuition only]
This
part is
intended to
collects
information used to estimate the average net price for Group
3
these 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,
or awarded HEERF grants only
should not be included in this group.
Emergency grants funded
under the CARES, CRRSA, and ARP Acts should NOT be included for Group
3
these students
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
these 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 |
||
|
|
|
||
Information from Part A: |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
|
|
2020-21 |
2021-22 |
2022-23 |
||
|
Prior year value |
Prior year value |
Carried forward from Part A Line 08 |
In
this part, you will be asked to report living arrangement information
for Group
3
full-time,
first-time, degree/certificate-seeking undergraduate students
enrolled
in the prior fall for the prior academic year as defined by the
institution who (paid
the lower of in-state or in-district tuition rate for
public institutions)
and were
awarded grant or scholarship aid from the following sources: the
federal government, state/local government, or the institution.
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 04
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
full-time,
first-time, degree/certificate-seeking undergraduate students
enrolled
in the prior fall for the prior academic year as defined by the
institution who (paid
the lower of in-state or in-district tuition rate for
public institutions and)
were awarded grant or scholarship aid from the following sources: the
federal government, state/local government, or the institution
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. Prior
year values can be edited if needed.
|
Description |
01 |
Full-time, first-time
degree/certificate-seeking undergraduate students |
02 |
On-campus.
|
03
|
Off-campus (with family).
|
04
|
Off-campus (not with
family). |
05
|
Unknown ( |
06
|
|
07
|
Average grant or
scholarship aid from the federal government, state/local
government, or the institution awarded to
|
Part
E - Enter Financial Aid About Group
4
Full-time,
first-time degree/certificate-seeking undergraduate students
who
were
awarded
any Title IV federal student aid
[Instructions
related to the in-state or in-district rate applicable to public
institutions
with varied tuition only]
This part is
intended to
collects
information used to estimate the average net price for Group
4
these
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).
Students
who
were
awarded only grant or scholarship aid from private or other sources,
or awarded HEERF grants only should not be included in this group.
Title IV federal student aid includes the following:
Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Teacher Education Assistance for College and Higher Education (TEACH) Grant
Federal Work Study (FWS)
Subsidized and Unsubsidized Direct Loan programs.
Note:
Include
FWS recipients in student counts and award amounts but do not include
FWS award amounts. 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 unfunded
budgeted 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 full-time,
first-time degree/certificate-seeking undergraduate students awarded
any Title IV federal student aid
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 |
|
|||
|
|
|
|
|||
Information from Part A: |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
|
|||
2020-21 |
2021-22 |
2022-23 |
||||
Full-time,
first-time degree/certificate-seeking undergraduate students
(paying
the lower of in-state or in-district tuition rate for
public institutions)
|
Prior year value |
Prior year value |
Carried forward from Part A Line 09 |
Notes:
In this part, you will be asked to report living arrangement
information for Group
4 full-time,
first-time degree/certificate-seeking undergraduate students
awarded any Title IV federal student aid. 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 04
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 full-time,
first-time degree/certificate-seeking undergraduate students
awarded any Title IV federal student aid with
each type of living arrangement.
|
Description |
01 |
Full-time, first-time
degree/certificate-seeking undergraduate students (paying
the lower of in-state or in-district tuition rate
for
public institutions) |
02 –
04
|
Report the number of On-campus.
Off-campus
(with family).
Off-campus (not with
family). |
05
|
Unknown ( |
In
the fields provided
For each income category,
report the number of Group
4 full-time,
first-time degree/certificate-seeking undergraduate students
awarded any Title IV federal student aid (column
1); the number of Group
4 these
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
in
column 2 by
income level (column 3).
The income categories and prior year values reported for the previous two years are preloaded. Prior year values can be edited.
Line |
Description |
01 02
03
04
05
|
Column
1.
Column
2.
Column
3.
Column
4.
|
06
|
Column
1.
Column
2.
The total number of Group
4 students
Column
3.
The total amount of grant or scholarship aid awarded to Group
4 students
in
Column 2
from
the 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
Column 2 from
the federal government, state/local government, or the institution
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Part F - Net Price Calculation for Group 3 Full-time, first-time degree/certificate-seeking undergraduate students awarded grant or scholarship aid from the federal government, state/local government, or the institution [Instructions related to the in-state or in-district rate applicable to public institutions with varied tuition only]
This
part is
intended to
summarizes
the information used to estimate the average net price for Group
3
full-time,
first-time degree/certificate-seeking undergraduate students
awarded grant or scholarship aid from the federal government,
state/local government, or the institution.
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
with
varied tuition,
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 these
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
full-time,
first-time
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
food
and housing, and
other expenses (Lines
03-05).
Information about cost of attendance is carried forward from data
that your institution reported in the Institutional Characteristics
survey
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.
Line |
Description |
01 |
Published tuition and required fees (lower of in-state or in-district at public institutions with varied tuition) (Carried forward) The published tuition and required fees (lower of in-state or in-district at public institutions with varied tuition) are carried forward from data that your institution reported on the IPEDS Institutional Characteristics survey component, Part D - Student Charges, Cost of Attendance.
|
02 |
Books and supplies (Carried forward) The cost for books and supplies are carried forward from data that your institution reported on the IPEDS Institutional Characteristics survey component, Part D - Student Charges, Cost of Attendance. |
03 – 05 |
The
cost for
|
06 –
09 |
Number of These
numbers are carried forward from Part D, Lines 01
|
10
|
Weighted average by
living arrangement (excluding unknown values) for This
value is generated by determining the average
|
11
|
Total cost of attendance (Calculated value) This
value is calculated using the following formula: Line 01 + Line 02
+ Line 10
|
12
|
Average grant or
scholarship aid from the federal government, state/local
government, or the institution awarded to This
value is carried forward from Part D, Line 06
|
13
|
Average institutional net
price for The average institutional
net price for full-time, first-time degree/certificate-seeking
undergraduate students enrolled in the prior fall |
This
part is intended to summarize the information used to estimate the
average net price for Group
4
Full-time, first-time degree/certificate-seeking undergraduate
students awarded any Title IV federal student aid.
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 with
varied tuition,
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
these 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
full-time, first-time
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
food
and housing, and
other expenses (Line 10
05).
Information about cost of attendance is carried forward from data
that your institution reported in the Institutional Characteristics
survey
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.
Line |
Description |
01 |
Published tuition and required fees (lower of in-state or in-district at public institutions with varied tuition) (Carried forward) The published tuition and required fees (lower of in-state or in-district at public institutions with varied tuition) are carried forward from data that your institution reported on the IPEDS Institutional Characteristics survey component, Part D - Student Charges, Cost of Attendance. |
02 |
Books and supplies (Carried forward) The cost for books and supplies are carried forward from data that your institution reported on the IPEDS Institutional Characteristics survey component, Part D - Student Charges, Cost of Attendance. |
03 – 05 |
The
cost for
|
06 –
09 |
Number of
These
numbers are carried forward from Part E, Lines 01
through 04
|
10
|
Weighted average by
living arrangement (excluding unknown values) for
This
value is generated by determining the average [Line 03*(Line 06/(Line 06+Line 07+Line 08)] + [Line 04*(Line 07/(Line 06+Line 07+Line 08)] + [Line 05*(Line 08/(Line 06+Line 07+Line 08)]
|
11
|
Total cost of attendance (Calculated value) This
value is calculated using the following formula: Line 01 + Line 02
+ Line 10
|
12 –
18 |
Average grant or
scholarship aid from the federal government, state/local
government, or the institution awarded to
These
values are carried forward from Part E, Lines
17-22
|
19 –
24 |
Average institutional net
price for
The average institutional
net price for full-time, first-time degree/certificate-seeking
undergraduate students enrolled in the prior fall |
Purpose of Survey Component
To
meet the requirements of Executive Order No. 13607, Establishing
Principles of Excellence for Educational Institutions Serving Service
Members, Veterans, Spouses, and Other Family Members and the
Improving Transparency of Education Opportunities for Veterans Act,
the U.S. Department of Education, Department of Defense, and
Department of Veteran’s Administration collaborated with the
education community to develop consumer information and outcome
measures to help military students and their families make informed
decisions about attending postsecondary schools. 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
Beginning
with 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.
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.
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-Septermber 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.
The Student Financial Aid (SFA) survey 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
Purpose of Survey Component
Section
1.
SFA
Student
Financial Aid
-
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
Student
Counts
Part
B - Financial Aid About Group
1
All undergraduate students
Part
C - Enter Financial Aid About Group
2
Full-time, first-time (FTFT) degree/certificate-seeking undergraduate
students
Part
D - Enter Financial Aid About Group
3
FTFT undergraduate students who (paid
the lower of in-state/in-district tuition rate for
public institutions and)
were awarded any grant/scholarship aid from the federal government,
state/local government, or the institution
Part
E - Enter Financial Aid About Group
4
FTFT undergraduate students who (paid
the lower of in-state/in-district tuition rate for
public institutions and)
were awarded any Title IV federal student aid
Part
F - Net Price Calculation for Group
3
FTFT undergraduate students who (paid
the lower of in-state/in-district tuition rate for
public institutions and)
were awarded any grant/scholarship aid from the federal government,
state/local government, or the institution
Part
G - Net Price Calculation for Group
4
FTFT undergraduate students who (paid
the lower of in-state/in-district tuition rate for
public institutions and)
were awarded any Title IV federal student aid
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
Projections of Education Statistics
Purpose of Survey Component
The
purpose of the IPEDS Student Financial Aid (SFA) survey
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. SFA also collects military/veteran educational benefits for
all students at your institution.
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
with
varied tuition,
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
with
varied tuition,
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.
Student counts and dollar amounts for Post-9/11 GI Bill Benefits and Department of Defense Tuition Assistance 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 2023-24 data collection period:
Removed the ‘Groups terminology’
Renumbered lines on screens and in instructions
Reiterated instructions on what is reported in each part for specific students and reporting periods
Rephrased “room and board” terminology in survey materials to “food and housing,” including Glossary terms
Added FAQ regarding inclusion of incarcerated students
Revised FAQ regarding experimental site participants
General Instructions
What You Will Need
The institution’s financial aid system should be the starting point for reporting to this IPEDS survey 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
Group 1,
Full-time,
first-time degree/certificate-seeking undergraduate
students (FTFT)
who
paid in-district, in-state, and out-of-state tuition, if applicable
Group
3: Of Group 2,
FTFT
undergraduate
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
undergraduate
students who paid the lower of in-state/in-district tuition rate
and were awarded any 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/in-district tuition rate for public institutions 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/in-district tuition rate for public institutions 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/in-district tuition rate for public institutions 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 12-month
Enrollment (E12),
component and
the
IPEDS
Institutional
Characteristics (IC) survey
components
that your institution completed in the most recent collections of
those components
That are carried forward from one part of the Student Financial Aid survey 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 survey 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 survey 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
and includes crossover award periods assigned to the prior academic
year. For program
reporters this typically coincides with the financial aid award year,
which 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), 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
category
of
aid includes all Title IV federal student programs such as
Subsidized Direct and Unsubsidized Direct 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.
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 Grants). 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
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, 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 survey component.
Part A establishes the
number of
student counts
s 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
for
full-time, first-time degree certificate-seeking undergraduate
students
paying
the lower of in-state or in-district tuition rate awarded
any Title IV federal student aid.
Instructions:
In
the fields provided, report the student
counts for each student category below
number
of students in each of the following groups.
Some values are
preloaded from your institution’s IPEDS Fall Enrollment (EF) survey component but 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.
|
Description |
|||
|
Report the number of all
undergraduate students |
|||
03.
|
All degree/certificate-seeking undergraduate students (Editable Preload, E12) Of
those
Report the number of
degree/certificate-seeking undergraduate students |
|||
04.
|
All non-degree/certificate-seeking undergraduate students (Editable Preload, E12) Of
those on
Line 02
Report the number of
non-degree/certificate-seeking undergraduate students |
|||
05.
|
Of
those on
Line 02
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 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. |
|||
06.
|
Of the
full-time, first-time degree certificate-seeking undergraduate
students
|
|||
07.
|
Of the
full-time, first-time degree certificate-seeking undergraduate
students
Note:
Do not include students who received |
|||
08.
|
Of
the
full-time, first-time degree certificate-seeking undergraduate
students
For public |
|||
09.
|
Of
the
full-time, first-time degree certificate-seeking undergraduate
students
For
public
institutions
with
varied tuition,
include only those students who paid the lower of in-state or
in-district tuition rate.
Report students
Title IV federal student aid includes the following:
Note:
Include
FWS recipients in student counts and award amounts but do not
include FWS award amounts. Report
100% of student FSEOG |
This
part is intended to collect information about the number of Group
1
undergraduate students
enrolled
in the prior academic year
and the total amounts of aid they
were
awarded by different aid types. Group
1 students are all undergraduate students
enrolled
in the prior academic year.
Emergency
grants funded under the CARES, CRRSA, and ARP Acts should be included
for Group
1
these
students 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 |
|
|
|
Data
carried forward from Part A include the following:
|
|
|
|
|
|
|
|
The total student count for each student category is preloaded at the top of the screen. Reported student counts in each aid category cannot be greater than this preloaded number.
Instructions:
In
the fields provided, report the number of Group
1
undergraduate
students in
each category and
the total amount of aid awarded
to these students for each.
|
Aid category |
All undergraduate students |
All degree/certificate-seeking undergraduate students |
All non-degree/certificate-seeking undergraduate students |
|||||||||
|
|
Column 1. |
Column 2. |
Column 3. |
Column 4. |
Column 5. |
Column 6. |
Column 7. |
Column 8. |
Column 9. |
Column 10. |
Column 11. |
Column 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) |
|
|
|
|
|
|
|
|
|
|
|
|
02 |
[Do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants)] |
||||||||||||
03 |
Federal [(do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student)] |
Part C, Page 1 - Enter Financial Aid About Group 2 full-time, first-time degree/certificate-seeking undergraduate students [Only applicable to institutions with varied tuition]
This
part is
intended to
collects
information about the number of Group
2
full-time,
first-time degree/certificate-seeking undergraduate
students enrolled
in the prior fall 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.
The total student count for full-time, first-time degree/certificate-seeking undergraduate students is preloaded at the top of the screen. Reported student counts in each tuition category cannot be greater than this preloaded number.
Data
carried forward from Part A include the following:
|
|
|
|
|
Description |
01 |
Full-time, first-time degree/certificate-seeking undergraduate students (Carried forward) |
02
|
Column 1.
|
Column 2.
|
|
03
|
Column 1.
|
Column 2.
|
|
04
|
Column 1.
|
Column 2.
|
|
05
|
Column 1.
|
Column 2.
|
Part C, Page 2 - Enter Financial Aid About Group 2 full-time, first-time degree/certificate-seeking undergraduate students [Instructions related to the in-state or in-district rate applicable to institutions with varied tuition only]
This
part is intended to collect information about the number of Group
2
full-time,
first-time degree/certificate-seeking undergraduate
students and the total amounts of aid they
were
awarded by different aid types. For
academic reporters, this includes any of these Group 2 students are
all full-time, first-time degree/certificate-seeking undergraduate
students enrolled in the prior Fall.
For program reporters, this
includes 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
full-time,
first-time degree/certificate seeking undergraduates reported in
Part C under "Other federal grants".
For this part, report:
For These Students |
The Following Type(s) of Aid |
Awarded in This Period |
|
|
|
Data
carried forward from Part A include the following:
Information from Part A: |
Prior academic
year
|
|
Carried forward from Part A Line 05 |
|
Carried forward from Part A Line 06 |
|
Carried forward from Part A Line 07 |
|
Carried forward from Part A Line 08 |
Note:
The 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
overall
category.
However, the total number of students reported for the
aid category
each
subcategory cannot
exceed the sum of all
aid types in the subcategoryies.
(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
type
must be at
least
less
than or equal to as
large as
the largest value
of
those
reported in athe
subcategory.
Instructions:
In
the fields provided, report the number of Group
2
full-time,
first-time degree/certificate-seeking (FTFTDGCS) undergraduate
students and the
total amount of aid they
were
awarded for each type
of aid.
|
Description |
01 |
Grant or scholarship aid from the federal government, state/local government, and the institution |
Column 1.
If a student appears in
more than one type of aid category of aid in Lines 02
through
06 |
|
Column 2.
|
|
Column 3.
|
|
Column 4.
|
|
02 |
Federal grant This aid category is
disaggregated into the following two subcategories: Federal Pell
Grants and other federal grant |
Column 1.
This includes Federal
Pell Grants and other federal grants
and scholarships.
If a student appears in more than one |
|
Column 2.
|
|
Column 3.
|
|
Column 4.
|
|
03
|
Federal Pell grants |
Column 1.
|
|
Column 2.
|
|
Column 3.
|
|
Column 4.
|
|
04
|
Other federal grant |
Column 1.
|
|
Column 2.
|
|
Column 3.
|
|
Column 4.
|
|
05 |
State/local government grants or scholarships (grants/scholarships/waivers) |
Column 1.
|
|
Column 2.
|
|
Column 3.
|
|
Column 4.
|
|
06 |
Institutional grants or scholarships (scholarships/fellowships) |
Column 1.
|
|
Column 2.
|
|
Column 3.
|
|
Column 4.
|
|
07 |
Loans to students This aid category is disaggregated into the following two subcategories: federal loans to students and other loans to students. |
Column 1.
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 |
|
Column 2.
|
|
Column 3.
|
|
Column 4.
|
|
08
|
Federal loans to students |
Column 1.
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.
|
|
Column 3.
|
|
Column 4.
|
|
09
|
Other loans to students |
Column 1.
This includes private loans to students. Do not include loans to others (e.g., loans to parents), loans contingent on the student’s financial aid (also known as payment deferments) not backed by another source of security, and Income share agreements. |
|
Column 2.
|
|
Column 3.
|
|
Column 4.
|
If you have updates or 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 food
and housing, 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 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
[Instruction
‘paying the lower of in-state or in-district tuition rate’
applicable to public
institutions
reporting varying tuition only]
This
part is
intended to
collects
information used to estimate the average net price for Group
3
these 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,
or awarded HEERF grants only
should not be included in this group.
Emergency
grants funded under the CARES, CRRSA, and ARP Acts should NOT be
included for Group
3
these students
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
these 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 |
|||
|
|
|
|||
Information from Part A: |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
|
||
2020-21 |
2021-22 |
2022-23 |
|||
|
Prior year value |
Prior year value |
Carried forward from Part A Line 08 |
In
this part, you will be asked to report living arrangement information
for Group
3
full-time,
first-time degree/certificate-seeking undergraduate students enrolled
in
the prior academic year (program reporters) in
your institution's largest program paying
(who paid
the lower of in-state or in-district tuition rate for
public institutions and)
who
were awarded grant or scholarship aid from the federal government,
state/local government, or the institution. 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 04
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
full-time,
first-time, degree/certificate-seeking undergraduate students
enrolled
in the prior academic year who (paid
the lower of in-state or in-district tuition rate for
public institutions and)
were
awarded grant or scholarship aid from the following sources: the
federal government, state/local government, or the institution
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. Prior
year values can be edited if needed.
|
Description |
01 |
Full-time, first-time
degree/certificate-seeking undergraduate students enrolled in your
institution’s largest program |
02 –
04
|
Report the number of
On-campus.
Off-campus
(with family).
Off-campus (not with
family). |
05
|
Unknown ( |
06
|
|
07
|
Average grant or
scholarship aid from the federal government, state/local
government, or the institution awarded to
|
Part
E - Enter Financial Aid About Group
4
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 any Title IV federal student aid.
[Instructions
related to the in-state or in-district rate applicable to public
institutions
with varied tuition only]
This
part is
intended to
collects
information used to estimate the average net price for Group
4
these
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.
Students who
were
awarded only grant or scholarship aid from private or other sources,
or awarded HEERF grants only should not be included in this group.
Title IV federal student aid includes the following:
Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Teacher Education Assistance for College and Higher Education (TEACH) Grant
Federal Work Study (FWS)
Subsidized and Unsubsidized Direct Loan programs.
Note:
Include
FWS recipients in student counts and award amounts but do not include
FWS award amounts. 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 unfunded
budgeted 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 full-time,
first-time degree/certificate-seeking undergraduate students who
were
awarded any Title IV federal student aid
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 |
|
|
|
Data
carried forward from Part A include the following:
Information from Part A: |
YOUR PRIOR YEAR DATA |
YOUR PRIOR YEAR DATA |
|
2020-21 |
2021-22 |
2022-23 |
|
|
Prior year value |
Prior year value |
Carried forward from Part A Line 09 |
Notes:
In this part, you will be asked to report living arrangement
information for Group
4 Full-time,
first-time degree/certificate-seeking undergraduate students
who
were
awarded any Title IV federal student aid. 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 04
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 full-time,
first-time degree/certificate-seeking undergraduate students
who
were
awarded any Title IV federal student aid with
each type of living arrangement.
|
Description |
01 |
Full-time, first-time
degree/certificate-seeking undergraduate students (paying
the lower of in-state or in-district tuition rate for
public institutions)
who were awarded any Title IV federal student aid (Carried
forward) |
02 –
04
|
Report the number of On-campus.
Off-campus
(with family).
Off-campus (not with
family). |
05
|
Unknown ( |
In
the fields provided
For each income category,
report the number of Group
4 full-time,
first-time degree/certificate-seeking undergraduate students
awarded any Title IV federal student aid (column
1); the number of Group
4 these
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
in
column 2 by
income level (column 3).
Line |
Description |
01 02
03
04
05
|
Column
1.
Column
2.
Column
3.
Column
4.
|
06
|
Column
1.
Column
2.
The total number of
Column
3.
The total amount of grant or scholarship aid awarded to
Column
4.
The average dollar amount of grant or scholarship aid awarded to
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Part
F - Net Price Calculation for Group
3
Full-time,
first-time degree/certificate-seeking undergraduate students awarded
grant or scholarship aid from the federal government, state/local
government, or the institution
[Instructions
related to the in-state or in-district rate applicable to public
institutions
with varied tuition only]
This part is
intended to
summarizes
the information used to estimate the average net price for Group
3
full-time,
first-time degree/certificate-seeking undergraduate students
awarded grant or scholarship aid from the federal government,
state/local government, or the institution.
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 with
varied tuition,
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 these
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 these.
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
food and housing,
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.
Line |
Description |
01 |
Published tuition and required fees (lower of in-state or in-district at public institutions with varied tuition) (Carried forward) The published tuition and required fees (lower of in-state or in-district at public institutions with varied tuition) 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 (Carried forward) 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 – 05 |
The cost for |
06 –
09 |
Number of These numbers are carried
forward from Part D, Lines 01 |
10
|
Weighted average by
living arrangement (excluding unknown values) for This
value is generated by determining the average
|
11
|
Total cost of attendance (Calculated value) This value is calculated
using the following formula: Line 01 + Line 02 + Line 10 |
12
|
Average grant or
scholarship aid from the federal government, state/local
government, or the institution awarded to This value is carried
forward from Part D, Line 06 |
13
|
Average institutional net
price for The average institutional
net price for full-time, first-time degree/certificate-seeking
undergraduate students enrolled in the prior |
This
is
intended to
summarizes
the information used to estimate the average net price for Group
4
Full-time, first-time degree/certificate-seeking undergraduate
students who
were
awarded any Title IV federal student aid.
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 with
varied tuition,
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
these 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
these 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
food
and housing, and
other expenses (Line 03
- 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.
Line |
Description |
01 |
Published tuition and required fees (lower of in-state or in-district at public institutions with varied tuition) (Carried forward) The published tuition and required fees (lower of in-state or in-district at public institutions with varied tuition) 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 (Carried forward) 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 – 05 |
The cost for |
06 –
09 |
Number of
These numbers are carried
forward from Part E, Lines 01
through 04 |
10
|
Weighted average by
living arrangement (excluding unknown values) for
This
value is generated by determining the average [Line 03*(Line 06/(Line 06+Line 07+Line 08)] + [Line 04*(Line 07/(Line 06+Line 07+Line 08)] + [Line 05*(Line 08/(Line 06+Line 07+Line 08)] |
11
|
Total cost of attendance (Calculated value) This value is calculated
using the following formula: Line 01 + Line 02 + Line 10 |
12 –
18 |
Average grant or
scholarship aid from the federal government, state/local
government, or the institution awarded to
These values are carried
forward from Part E, Lines
17-22 |
19 –
24 |
Average institutional net
price for
The average institutional
net price for full-time, first-time degree/certificate-seeking
undergraduate students enrolled in the prior fall |
Purpose of Survey Component
To
meet the requirements of Executive Order No. 13607, Establishing
Principles of Excellence for Educational Institutions Serving Service
Members, Veterans, Spouses, and Other Family Members and the
Improving Transparency of Education Opportunities for Veterans Act,
the U.S. Department of Education, Department of Defense, and
Department of Veteran’s Administration collaborated with the
education community to develop consumer information and outcome
measures to help military students and their families make informed
decisions about attending postsecondary schools. 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
Beginning
with 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.
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.
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-Septermber 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.
Purpose of Survey 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 Survey Component
To meet
the requirements of Executive Order No. 13607, Establishing
Principles of Excellence for Educational Institutions Serving Service
Members, Veterans, Spouses, and Other Family Members and the
Improving Transparency of Education Opportunities for Veterans Act,
the U.S. Department of Education, Department of Defense, and
Department of Veteran’s Administration collaborated with the
education community to develop consumer information and outcome
measures to help military students and their families make informed
decisions about attending postsecondary schools. 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
Beginning
with 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 2023-24 data collection period:
Reiterated instructions on what is reported in each part for specific students and reporting periods
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
https://www.va.gov/education/about-gi-bill-benefits/post-9-11/
2.
Department of Defense (DOD)
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
entries
are reviewed by NCES 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 to
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.
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.
Where to Get Help with Reporting
IPEDS Help Desk
Phone: (877) 225-2568
E-mail: [email protected]
Web Tutorials
You
can cConsult
the IPEDS Website's Trainings
& Outreach
page,
which contains several
links
to tutorials on
IPEDS data collection,
a self-paced overview of IPEDS
tools,
and other valuable resources. See
the Distance
Learning Dataset Training page for a
self-paced overview of IPEDS.
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
Projections of Education Statistics
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
for the award year (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
for
the award year 2022-23
(see coverage above).
In the second column, provide the total dollar amount for each
benefit during the same reporting period.
If
no
student(s) received benefits at your
institution for
the award year 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.
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 2022-23 must complete SFA. |
2 |
What is the reporting period covered by SFA for the 2023-24 collection year?
For
the 2023-24
data
collection, institutions should report award or disbursement data
For
Title IV participating institutions that enroll undergraduate
students,
report financial aid for the 2022-23
award year,
including cross-over award periods assigned to the 2022-23
award year.
To
determine the financial aid amounts to report for a given group of
students, first identify the student category
Important Note: If the financial aid student counts do not match student counts reported in another IPEDS survey component, please work with the data reporter for the survey component at your institution to determine why the numbers are different. Contact the IPEDS Help Desk if you need assistance revising or correcting data.
For institutions that enroll undergraduate and graduate students who received military or veteran benefits:
|
3 |
What changes occurred for SFA for the 2023-24 collection year?
The following changes were implemented for the 2023-24 data collection period:'
|
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 a
|
6 |
Should incarcerated students be reported to IPEDS in SFA?
Yes. Include all incarcerated students when determining students counts and financial aid amounts reported to IPEDS. Do not include incarcerated students participating in U.S. Department of Education Experimental Sites projects.
|
Student Counts |
|
1 |
For which students should I report financial aid information?
Section 1: Student Financial Aid (SFA) currently collects information on undergraduate students only. NCES is planning to add collection for graduate student aid in future collections.
Academic
reporters should report on students
Program
reporters should report on students
Financial
aid information is collected about the following student
categories
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Aid |
|
1 |
Should veterans education benefits be reported?
For
For
|
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 (TA) program awarded per fiscal year per student is $4500. What do I do if my DOD TA average is greater than $4500 per student?
According to the 2014 final regulations set for the DOD Voluntary Education Programs - which include TA - 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 TA aid (e.g., ROTC scholarships, tuition reimbursements for advanced civil schooling, education-related incentive or bonus); --Remove any non-Title X aid since TAP is a Title X program; and --Make sure that you are including one disbursement period for that award year. Even though DOD TA 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:
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.
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, including cross-over financial aid award periods assigned to 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 |
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. |
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. |
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. |
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. |
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). |
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. |
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):
|
13 |
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. |
16 |
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. |
STUDENT
FINANCIAL AID package 2023-24 | p.
File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
Author | Lawley, Tara |
File Modified | 0000-00-00 |
File Created | 2023-07-31 |