Student Financial Aid Package 2023-24

Integrated Postsecondary Education Data System (IPEDS) 2023-24

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

February 2022

revised July 2023

Student Financial Aid Package 2023-24 Data Collection

Contents

Integrated Postsecondary Education Data System (IPEDS) 2023-24 1

Student Financial Aid Package 2023-24 Data Collection 2

Changes for 2023-24 3

General 3

Questions with varied applicability 3

Academic Reporters form 3

Program Reporters Form 3

Years that change across the 2 remaining years of clearance 3

Academic Reporters form 3

Program Reporters form 3

All Forms 3

Student Financial Aid Screens for Institutions Reporting on a Fall Cohort (Academic Reporters) 5

Student Financial Aid Screens for Institutions Reporting on a Full-year Cohort (Program Reporters) 20

Student Financial Aid Screens for institutions with Graduate Students only 33

Student Financial Aid Instructions for Institutions Reporting on a Fall Cohort (Academic Reporters) 35

Student Financial Aid Instructions for Institutions Reporting on a Full-year Cohort (Program Reporters) 54

Student Financial Aid Instructions for Institutions With Graduate Students Only 71

Student Financial Aid FAQ for All Institutions 73

Changes for 2023-24

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.

Questions with varied applicability

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

Academic Reporters form
Part A., Part C Page 2., Part D, Part E.	Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to 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

Years that change across the 2 remaining years of clearance

Dates change for some elements depending on the collection year. Please see the table below for information. Dates currently included throughout the materials are for the 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).

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

Overview

IPEDS Student Financial Aid Component Overview – Academic Reporters

Welcome to the Student Financial Aid (SFA) 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 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.

Section 1 – Student Financial Aid

Part A - Establish Your Groups Student Counts

Instructions:

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.

				YOUR CURRENT YEAR DATA	YOUR PRIOR YEAR DATA
				Fall 2022	Fall 2021
01 02	Group 1 All undergraduate students			Editable Preload, EF	Prior year value
03		01a	All degree/certificate-seeking undergraduate students Of those in Group 1, Of those on line 02, those who are degree/certificate-seeking	Editable Preload, EF	Prior year value
04		01b	Of those on line 01 02, those who are non-degree/certificate-seeking (Line 0201 – Line 0203)	Editable calculated value	Prior year value
02 05	Group 2 All full-time, first-time degree certificate-seeking undergraduate students Of those on Line 03 in Group 1, those who are full-time, first-time degree/certificate-seeking			Editable Preload, EF	Prior year value
06	02a	Of those on Line 05 in Group 2, those who were awarded any: 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	02b	Of those on Line 05 in Group 2, those who were awarded any: 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
03 08	Group 3 Of those on Line 05 in Group 2, those (paying the lower of in-state or in-district tuition rate for public institutions) who were awarded grant or scholarship aid from the federal government, state/local government, or the institution			Reported value	Prior year value
09	Group 4 Of those on Line 05 in Group 2, those (paying the lower of in-state or in-district tuition rate for public institutions) who were awarded any Title IV federal student aid			Reported value	Prior year value

Section 1: Student Financial Aid (Academic Reporters)

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
All undergraduate students enrolled in Fall 2022 for the 2022-23 academic year as defined by the institution	Grant or scholarship aid from: federal government state/local government the institution other sources known to the institution Loans to students from: the federal government		Any time during academic year 2022-23, including cross-over financial aid award periods assigned to the 2022-23 academic year.
Information from Part A		Fall 2022
Group 1: All undergraduate students (This number is carried forward from Part A, Line 02 01.)		Carried forward
Of those in Group 1, those who are Degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 03 01a.)		Carried forward
Of those in Group 1, those who are Non-degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 04 01b.)		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 (Group 1)

All degree/certificate-seeking undergraduates

All non-degree/certificate-seeking undergraduates

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

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

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

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

Number of students awarded aid (Col. 1 – Col. 5)

Percentage of students receiving aid

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

Average amount of aid awarded

Col. 1

Col. 2

Col. 3

Col. 4

Col. 5

Col. 6

Col. 7

Col. 8

Col. 9

Col. 10

Col. 11

Col. 12

01

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

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

02 Federal Pell Grants

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 student loans to students

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 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
Group 2: 01. Full-time, first-time degree/certificate-seeking undergraduates students (This number is carried forward from Part A, Line 02 05)					Carried forward
Group 2 Full-time, first-time students:						YOUR PRIOR YEAR DATA
			Fall 2022			Fall 2021
			Number of Group 2 students	Percentage of Group 2 students		Percentage of Group 2 students
02	01a	paying in-district tuition rates	Reported value	Calculated value		Calculated value
03	01b	paying in-state tuition rates	Reported value	Calculated value		Calculated value
04	01c	paying out-of-state tuition rates	Reported value	Calculated value		Calculated value
05	01d	Unknown (calculated value) This value is calculated using the following formula: [A02-(C01a+C01b+C01c) Line 01 – (Line 02 + Line 03 + Line 04)]	Calculated value	Calculated value		Calculated value

Section 1: Part C, Page 2

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
Full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2022 for the 2022-23 academic year as defined by the institution	Grant or scholarship aid from: federal government state/local government the institution Loans to students from: the federal government other sources, including private or other loans Do not include: grant or scholarship aid from private or other sources PLUS loans or loans made to anyone other than the student	Any time during academic year 2022-23, including cross-over financial aid award periods assigned to the 2022-23 academic year.

Information from Part A	Fall 2022
Group 2 Full-time, first-time degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 02 05)	Carried forward
Group 2a: (This number is carried forward from Part A, Line 06 02a) Of those in Group 2, those Full-time, first-time degree/certificate-seeking undergraduate students who were awarded: Federal Work Study Loans to students Grant or scholarship aid from the federal government, state/local government, or the institution Other sources known to the institution	Carried forward
Group 2b (This number is carried forward from Part A, Line 07 02b) Of those in Group 2, those Full-time, first-time degree/certificate-seeking undergraduate students who were awarded: Loans to students Grant or scholarship aid from the federal government, state/local government, or the institution	Carried forward
Group 3 (This number is carried forward from Part A, Line 08 03 ) Of those in Group 2, those 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 from the federal government, state/local government, or the institution	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				FULL-TIME, FIRST-TIME UNDERGRADUATES from Part A, Line 05
				CURRENT YEAR DATA				YOURPRIOR YEAR DATA
				Fall 2022				Fall 2021
				Number of Group 2 FTFT students who were awarded aid	Percentage of Group 2 FTFT students who were awarded aid	Total amount of aid awarded to Group 2 FTFT students	Average amount of aid awarded to Group 2 FTFT students	Average amount of aid awarded to Group 2 FTFT students
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 02a			Federal Pell Grants	Reported value	Calculated value	Reported value	Calculated value	Prior year value
04 02b			Other federal grants and scholarship aid	Reported value	Calculated value	Reported value	Calculated value	Prior year value
05 03		State/local government grants or scholarships aid (includes fellowships/tuition waivers/exemptions)		Reported value	Calculated value	Reported value	Calculated value	Prior year value
06 04		Institutional grants or scholarships aid (includes fellowships/tuition waivers/exemptions)		Reported value	Calculated value	Reported value	Calculated value	Prior year value
07 05	Loans to students			Reported value	Calculated value	Calculated value	Calculated value	Prior year value
08 05a			Federal loans to students	Reported value	Calculated value	Reported value	Calculated value	Prior year value
09 05b			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).

Section 1: Comparison Chart

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 undergraduates students
02	Number of students who were awarded aid
03	Percentage who were awarded aid
04	Total amount of aid awarded
05	Average amount of aid awarded
06	….Full-time, first-time degree/certificate seeking undergraduates students
07	Number of students who were awarded aid
08	Percentage who were awarded aid
09	Total amount of aid awarded
10	Average amount of aid awarded
11	All other degree/certificate seeking undergraduate students
12	Number of students who were awarded aid
13	Percentage who were awarded aid
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

Section 1: Cost of Attendance

Cost of attendance for full-time, first-time undergraduate students [In-district, In-state, and Out-of-State breakdowns applicable to 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:
Room and board Food and housing	Editable prior year value	Editable prior year value	Editable Preload, IC
Other expenses	Editable prior year value	Editable prior year value	Editable Preload, IC
Room and board Food and housing, and other Expenses	CV	CV	CV
Off-campus (not with family):
Room and board Food and housing	Editable prior year value	Editable prior year value	Editable Preload, IC
Other expenses	Editable prior year value	Editable prior year value	Editable Preload, IC
Room and board Food and housing, and other Expenses	CV	CV	CV
Off-campus (with family):
Other expenses	Editable prior year value	Editable prior year value	Editable Preload, IC

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 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:

For These Students	The Following Type(s) of Aid	Awarded in This Period
Full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2022 for the 2022-23 academic year as defined by the institution (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 Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid	Grant or scholarship aid from: federal government state/local government the institution Do not include: grant or scholarship aid from private or other sources parent PLUS loans federal student loans private loans HEERF grants Federal Work Study amounts	Any time during academic year 2022-23, including cross-over financial aid award periods assigned to the 2022-23 academic year.

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	Group 3 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 03)		Prior year value	Prior year value	Carried forward
01 Report the number of these Group 3 students from Part A, Line 08 with the following living arrangements:			YOUR PRIOR YEAR DATA	YOUR PRIOR YEAR DATA	YOUR CURRENT YEAR DATA
			2020-21	2021-22	2022-23
02	01a	On-campus	Editable prior year value	Editable prior year value	Reported value
03	01b	Off-campus (with family)	Editable prior year value	Editable prior year value	Reported value
04	01c	Off-campus (not with family)	Editable prior year value	Editable prior year value	Reported value
05	01d	Unknown (calculated) This value is calculated using the following formula: [A 03 -(D0101a+D0201b+D0301c)] Line 01 – (Line 02 + Line 03 + Line 04)	Calculated value	Calculated value	Calculated value
02 06	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. Do not include HEERF grants.		Editable prior year value	Editable prior year value	Reported value
03 07	Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 full-time, first-time degree/certificate undergraduate students (calculated value). This value is calculated using the following formula: [D0602/A03] Line 06/Line 01		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
Full-time, first-time degree/certificate-seeking undergraduate students enrolled Fall 2022 for the 2022-23 academic year as defined by the institution (paying the lower of in-state or in-district tuition rate for public institutions) who were awarded any Title IV federal student aid	Grant or scholarship aid from: federal government state/local government the institution Do not include: grant or scholarship aid from private or other sources federal student loans parent PLUS loans private loans HEERF grants Federal Work Study amounts	Any time during academic year 2022-23, including cross-over financial aid awards periods assigned to the 2022-23 academic year.

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	Group 4 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 Group 4 these students with the following living arrangements:		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	01a	On-campus	Editable prior year value	Editable prior year value	Reported value
03	01b	Off-campus (with family)	Editable prior year value	Editable prior year value	Reported value
04	01c	Off-campus (not with family)	Editable prior year value	Editable prior year value	Reported value
05	01d	Unknown (calculated) This value is calculated using the following formula: [A03-(E01a+E01b+E01c)] [Line 01 – (Line 02 + Line 03 + Line 04)]	Calculated value	Calculated value	Calculated value

Full-Time, First-Time Degree/Certificate Undergraduates Awarded Title IV Aid
			Number of students who were awarded any Title IV aid (Group 4)	Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution		Of For those in Column 12, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution		Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students in Column 2
2020-21
			Col. 1	Col. 2		Col. 3		Col. 4
02	Income level
01	02a	$0-30,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
02	02b	$30,001-48,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
03	02c	$48,001-75,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
04	02d	$75,001-110,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
05	02e	$110,001 and more	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
06	02f	Total all income levels	Calculated value	Calculated value		Calculated value		Calculated value
			Number of students who were awarded any Title IV aid (Group 4)	Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution		Of For those in Column 12, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution		Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students in Column 2
2021-22
			Col. 1	Col. 2		Col. 3		Col. 4
03	Income level
01	03a	$0-30,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
02	03b	$30,001-48,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
03	03c	$48,001-75,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
04	03d	$75,001-110,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
05	03e	$110,001 and more	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
06	03f	Total all income levels	Calculated value	Calculated value		Calculated value		Calculated value
			Number of students who were awarded any Title IV aid (Group 4)		Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution		Of For those in Column 12, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution		Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students in Column 2
2022-23
			Col. 1		Col. 2		Col. 3		Col. 4
04	Income level
01	04a	$0-30,000	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
02	04b	$30,001-48,000	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
03	04c	$48,001-75,000	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
04	04d	$75,001-110,000	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
05	04e	$110,001 and more	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
06	04f	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).

Section 1: Part F

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.

Components of cost of attendance components			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
Room Food and board housing and other expenses by living arrangement
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 Group 3 these students by living arrangement			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 room food and board housing and other expenses by number of students for each living arrangement (excluding unknown values) 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 Group 3 students from the following sources: the federal government, state/local government, and the institution		Calculated value	Calculated value	Calculated value
08	Average institutional net price for these Group 3 students 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 (2008), these amounts will be posted on the U.S. Department of Education’s College Navigator website and used in the U.S. Department of Education’s College Affordability and Transparency Lists.

Section 1: Part G

Part G – Net Price Calculation for Group 4 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.

Components of cost of attendance components				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
RoomFood and boardhousing and other expenses by living arrangement
	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 Group 4 these students by living arrangement				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
05	Weighted average for room food and board housing and other expenses by number of students for each living arrangement (excluding unknown values) 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+G0511]			Calculated value	Calculated value	Calculated value
07		Average amount of grant or scholarship aid awarded to these Group 4 students from the following sources: the federal government, state/local government, and the institution		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 Group 4 full-time, first-time degree/certificate-seeking undergraduate students (paying the lower of in-state or in-district tuition for public institutions) who were awarded any Title IV federal student aid by income level. 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 (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).

Section 2: Military Servicemembers and Veterans’ Benefits - Undergraduate and Graduate Students

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

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

Overview

IPEDS Student Financial Aid Component Overview - Program Reporters

Welcome to the Student Financial Aid (SFA) 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.

Section 1 – Student Financial Aid (Program Reporters)

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.

Reporting Reminders:

• 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
01 02	Group 1 All undergraduate students			Editable Preload, EF	Prior year value
03		01a	All degree/certificate-seeking undergraduate students Of those in Group 1, Of those on line 02, those who are degree/certificate-seeking	Editable Preload, EF	Prior year value
04		01b	Of those on line 01 02, those who are non-degree/certificate-seeking (Line 0201 – Line 0203)	Editable calculated value	Prior year value
02 05	Group 2 All full-time, first-time degree certificate-seeking undergraduate students Of those on Line 03 in Group 1, those who are full-time, first-time degree/certificate-seeking			Editable Preload, EF	Prior year value
06	02a	Of those on Line 05 in Group 2, those who were awarded any: 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	02b	Of those on Line 05 in Group 2, those who were awarded any: 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
03 08	Group 3 Of those on Line 05 in Group 2, those paying the lower of in-state or in-district tuition rate for public institutions who were awarded grant or scholarship aid from the federal government, state/local government, or the institution			Reported value	Prior year value
09	Group 4 Of those on Line 05 in Group 2, those paying the lower of in-state or in-district tuition rate for public institutions who were awarded any Title IV federal student aid			Reported value	Prior year value

Section 1: Student Financial Aid (Program Reporters)

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
All undergraduate students enrolled in anytime during the academic year 2022-23 academic year as defined by the institution	Grant or scholarship aid from: federal government state/local government the institution other sources known to the institution Loans to students from: the federal government		Any time during academic year 2022-23, (the financial aid award year period from July 1, 2022 through June 30, 2023), including cross-over financial aid award periods assigned to the 2022-23 academic year.
Information from Part A		July 1, 2022 – June 30, 2023
Group 1: All undergraduate students (This number is carried forward from Part A, Line 02 01.)		Carried forward
Of those in Group 1, those who are Degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 03 01a.)		Carried forward
Of those in Group 1, those who are Non-degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 04 01b.)		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 (Group 1)

All degree/certificate-seeking undergraduates

All non-degree/certificate-seeking undergraduates

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

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

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

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

Number of students awarded aid (Col. 1 – Col. 5)

Percentage of students receiving aid

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

Average amount of aid awarded

Col. 1

Col. 2

Col. 3

Col. 4

Col. 5

Col. 6

Col. 7

Col. 8

Col. 9

Col. 10

Col. 11

Col. 12

01

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

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

02 Federal Pell Grants

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 student loans to students

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

Section 1: Part C, Page 2

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
Full-time, first-time degree/certificate-seeking undergraduate students enrolled anytime during academic year 2022-23 as defined by the institution	Grant or scholarship aid from: federal government state/local government the institution Loans to students from: the federal government other sources, including private or other loans Do not include: grant or scholarship aid from private or other sources PLUS loans or loans made to anyone other than the student	Any time during academic year 2022-23 For program reporters, this is The financial aid award year period from July 1, 2022 through June 30, 2023)., including cross-over financial aid award periods assigned to the 2022-23 academic year.

Information from Part A	July 1, 2022 – June 30, 2023
Group 2 Full-time, first-time degree/certificate-seeking undergraduates students (This number is carried forward from Part A, Line 02 05)	Carried forward
Group 2a: (This number is carried forward from Part A, Line 06 02a) Of those in Group 2, those Full-time, first-time degree/certificate-seeking undergraduate students who were awarded: Federal Work Study Loans to students Grant or scholarship aid from the federal government, state/local government, or the institution Other sources known to the institution	Carried forward
Group 2b (This number is carried forward from Part A, Line 07 02b) Of those in Group 2, those Full-time, first-time degree/certificate-seeking undergraduate students who were awarded: Loans to students Grant or scholarship aid from the federal government, state/local government, or the institution	Carried forward
Group 3 (This number is carried forward from Part A, Line 08 03 ) Of those in Group 2, those 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 federal government, state/local government, or the institution	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 Group 2 FTFT students who were awarded aid	Percentage of Group 2 FTFT students who were awarded aid	Total amount of aid awarded to Group 2 FTFT students	Average amount of aid awarded to Group 2 FTFT students	Average amount of aid awarded to Group 2 FTFT students
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 02a			Federal Pell Grants	Reported value	Calculated value	Reported value	Calculated value	Prior year value
04 02b			Other federal grants and scholarship aid	Reported value	Calculated value	Reported value	Calculated value	Prior year value
05 03		State/local government grants or scholarships aid (includes fellowships/tuition waivers/exemptions)		Reported value	Calculated value	Reported value	Calculated value	Prior year value
06 04		Institutional grants or scholarships aid (includes fellowships/tuition waivers/exemptions)		Reported value	Calculated value	Reported value	Calculated value	Prior year value
07 05	Loans to students			Reported value	Calculated value	Calculated value	Calculated value	Prior year value
08 05a			Federal loans to students	Reported value	Calculated value	Reported value	Calculated value	Prior year value
09 05b			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).

Section 1: Comparison Chart

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 undergraduates students	Carried forward	Carried forward	Carried forward
02	Number of students who were awarded aid	Carried forward	Carried forward	Carried forward
03	Percentage who were awarded aid	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 undergraduates students	Carried forward	Carried forward	Carried forward
07	Number of students who were awarded aid	Carried forward	Carried forward	Carried forward
08	Percentage who were awarded aid	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 who were awarded aid	Carried forward	Carried forward	Carried forward
13	Percentage who were awarded aid	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

Section 1: Cost of Attendance

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.

LARGEST PROGRAM BY ENROLLMENT:
CIP CODE OF LARGEST PROGRAM			Preload
TITLE OF LARGEST PROGRAM			Preload
Program is measured in:			Preload
Total Length of PROGRAM			Preload
Total length of PROGRAM in WEEKS, as completed by a student attending full-time			Preload
Total length of ACADEMIC YEAR (as used to calculate your Federal Pell Grant budget) in WEEKS			Preload
Published student charges for the entire program	2020-21	2021-22	2022-23
Tuition and required fees for the entire program (public institutions report the lower of in-state or in-district, if applicable)	Editable prior year value	Editable prior year value	Editable preload, IC
Books and supplies for the entire program	Editable prior year value	Editable prior year value	Editable preload, IC
The following numbers need to be reported for 4.33 weeks (1 month). The correct numbers should be available from your financial aid office. Off-campus numbers should be based on costs for your area, not on national averages.
On-campus:
Room and board Food and housing for 4.33 weeks (1 month)	Editable prior year value	Editable prior year value	Editable preload, IC
Other expenses for 4.33 weeks (1 month)	Editable prior year value	Editable prior year value	Editable preload, IC
Room and board Food and housing, and other Expenses for 4.33 weeks (1 month)	Calculated value	Calculated value	Calculated value
Off-campus (not with family):
Room and board Food and housing for 4.33 weeks (1 month)	Editable prior year value	Editable prior year value	Editable preload, IC
Other expenses for 4.33 weeks (1 month)	Editable prior year value	Editable prior year value	Editable preload, IC
Room and board Food and housing, and other Expenses for 4.33 weeks (1 month)	Calculated value	Calculated value	Calculated value
Off-campus (with family):
Other expenses for 4.33 weeks (1 month)	Editable prior year value	Editable prior year value	Editable preload, IC

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:
Room and board Food and housing	Calculated value	Calculated value	Calculated value
Other expenses	Calculated value	Calculated value	Calculated value
Room and board Food and housing, and other Expenses	Calculated value	Calculated value	Calculated value
Off-campus (not with family):
Room and board Food and housing	Calculated value	Calculated value	Calculated value
Other expenses	Calculated value	Calculated value	Calculated value
Room and board Food and housing, and other 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
Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program during the 2022-23 academic year as defined by the institution (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 Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid		Grant or scholarship aid from: federal government state/local government the institution Do not include: grant or scholarship aid from private or other sources parent PLUS loans federal student loans private loans HEERF grants Federal Work Study amounts	Any time during academic year 2022-23, (the financial aid award year period from July 1, 2022, through June 30, 2023), including cross-over financial aid award periods assigned to the 2022-23 academic year.

• 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	Group 3 Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program who were (paying the lower of in-state or in-district tuition rate for public institutions) 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 07 03)		Prior year value	Prior year value	Carried forward
01	Report the number of these Group 3 students with the following living arrangements:			YOUR PRIOR YEAR DATA
			2020-21	2021-22	2022-23
02	01a	On-campus	Editable prior year value	Editable prior year value	Reported value
03	01b	Off-campus (with family)	Editable prior year value	Editable prior year value	Reported value
04	01c	Off-campus (not with family)	Editable prior year value	Editable prior year value	Reported value
05	01d	Unknown (calculated) This value is calculated using the following formula: [A03 -(D01a+D01b+D01c)] Line 01 – (Line 02 + Line 03 + Line 04)	Calculated value	Calculated value	Calculated value
02 06	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		Editable prior year value	Editable prior year value	Reported value
03 07	Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 these students (calculated value). This value is calculated using the following formula: [D02/A03] [Line 06/Line 01]		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 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
Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program during academic year 2022-23 as defined by the institution (paying the lower of in-state or in-district tuition for public institutions) rate who were awarded any Title IV federal student aid		Grant or scholarship aid from: federal government state/local government the institution Do not include: grant or scholarship aid from private or other sources loan amounts Federal Work Study amounts HEERF grants		Any time during academic year 2022-23, (the financial aid award year period from July 1, 2022 through June 30, 2023), including cross-over financial aid award periods assigned to the 2022-23 academic year.

• 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
Group 4 Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program (paying the lower of in-state or in-district tuition rate for public institutions) who were awarded any Title IV federal student aid (This number is carried forward from Part A, Line 084)				Editable prior year value		Editable prior year value	Carried forward
01	Report the number of Group 4 these students with the following living arrangements:			YOUR PRIOR YEAR DATA		YOUR PRIOR YEAR DATA
				2020-21		2021-22	2022-23
01	01a		On-campus	Editable prior year value		Editable prior year value	Reported value
02	01b		Off-campus (with family)	Editable prior year value		Editable prior year value	Reported value
03	01c		Off-campus (not with family)	Editable prior year value		Editable prior year value	Reported value
04	01d		Unknown (calculated) This value is calculated using the following formula: [A03-(E01a+E01b+E01c)] [Line 01 – (E02+E03+E05)]	Calculated value		Calculated value	Calculated value

			Number of students who were awarded any Title IV aid (Group 4)	Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution		Of For those in Column 1 2, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution		Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students in Column 2
2020-21
			Col. 1	Col. 2		Col. 3		Col. 4
02	Income level
06	02a	$0-30,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
07	02b	$30,001-48,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
08	02c	$48,001-75,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
09	02d	$75,001-110,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
10	02e	$110,001 and more	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
11	02f	Total all income levels	Calculated value	Calculated value		Calculated value		Calculated value
			Number of students who were awarded any Title IV aid (Group 4)	Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution		Of For those in Column 1 2, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution		Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students in Column 2
2021-22
			Col. 1	Col. 2		Col. 3		Col. 4
03	Income level
12	03a	$0-30,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
13	03b	$30,001-48,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
14	03c	$48,001-75,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
15	03d	$75,001-110,000	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
16	03e	$110,001 and more	Editable prior year value	Editable prior year value		Editable prior year value		Calculated value
17	03f	Total all income levels	Calculated value	Calculated value		Calculated value		Calculated value
			Number of students who were awarded any Title IV aid (Group 4)		Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institution		Of For those in Column 1 2, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution		Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students in Column 2
2022-23
			Col. 1		Col. 2		Col. 3		Col. 4
04	Income level
18	04a	$0-30,000	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
19	04b	$30,001-48,000	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
20	04c	$48,001-75,000	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
21	04d	$75,001-110,000	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
22	04e	$110,001 and more	Editable prior year value		Editable prior year value		Editable prior year value		Calculated value
23	04f	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).

Section 1: Part F

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

Components of cost of attendance components 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	Room and board Food and housing, and other expenses by living arrangement
	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 3 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 room and board food and housing, and other expenses by number of students for each living arrangement (excluding unknown values) 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 05]		Calculated value	Calculated value	Calculated value
07	Average amount of grant or scholarship aid awarded to these Group 3 students from the following sources: the federal government, state/local government, and the institution		Calculated value	Calculated value	Calculated value
08	Average institutional net price for these Group 3 students This value is calculated using the following formula: [F06-F07] [F11-F12]		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).

Section 1: Part G

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

Components of cost of attendance components 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	Room and board Food and housing, and other expenses by living arrangement
	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 room and board food and housing, and other expenses by number of students for each living arrangement (excluding unknown values) 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+ G0510)			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 Group 4 Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program (paying the lower of in-state or in-district tuition for public institutions) awarded any Title IV federal student aid . This value is calculated using the following formula: [G06-G07]
	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).

Section 2: Military Servicemembers and Veterans’ Benefits - Undergraduate and Graduate Students

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

Student Financial Aid Screens for institutions with Graduate Students only

Overview

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).

Section 2: Military Servicemembers and Veterans’ Benefits - Graduate Students

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

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

Table of Contents

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

Where to Get Help

Where the Data Will Appear

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.

Section 1. SFA - Undergraduate Students

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 - Establish Your Groups Student Counts

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.

Item Line		Description
01. 02.		Group 1 All undergraduate students (Editable Preload, EF) Report the number of all undergraduate students who were enrolled for the prior year as of October 15 or your institution’s official fall reporting date. Include all new and continuing undergraduate students (full-time students, part-time students, degree/certificate-seeking students, non-degree/certificate-seeking students, and all others). This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.
03. 01a.		All degree/certificate-seeking undergraduate students (Editable Preload, EF) Of those in Group 1 (all undergraduate students) on line 02, those who are degree/certificate-seeking Report the number of degree/certificate-seeking undergraduate students who were enrolled for the prior year as of October 15 or your institution’s official fall reporting date. Include all new and continuing degree/certificate-seeking undergraduate students. This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.
04. 01b.		All non-degree/certificate-seeking undergraduate students (Editable Preload, EF) Of those on Line 02 in Group 1 (all undergraduate students), those who are non-degree/certificate-seeking Report the number of non-degree/certificate-seeking undergraduate students who were enrolled for the prior year as of October 15 or your institution’s official fall reporting date. Include all new and continuing non-degree/certificate-seeking undergraduate students. This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.
05. 02.		Group 2 All full-time, first-time degree certificate-seeking undergraduate students (Editable Preload, EF) Of those on Line 02 in Group 1, those who are full-time, first-time degree/certificate-seeking Report the number of students who are full-time, first-time degree/certificate-seeking undergraduates. This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.
06. 02a.		Of the full-time, first-time degree certificate-seeking undergraduate students those on Line 05 in Group 2), those who were awarded any Federal Work Study; loans to students; or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution. Report the number of students who were awarded any of the following (Reported value): Federal Work Study; Government and/or private loans to students; Grant or scholarship aid from the federal government, state/local government, or the institution; or Grant or scholarship aid from other sources known to the institution, such as aid from private sources (e.g., Rotary Club Scholarship). Note that the students reported in Line 02a are not defined as a particular group because No additional financial aid information will be collected about these students.
07. 02b.		Of the full-time, first-time degree certificate-seeking undergraduate students those on Line 05 in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution. Report the number of students who were awarded any of the following (Reported value): Government and/or private loans to students; or Grant or scholarship aid from the federal government, state/local government, or the institution. that the students reported in Line 02b are not defined as a particular group because No additional financial aid information will be collected about these students.
08. 03.	Group 3 Of the full-time, first-time degree certificate-seeking undergraduate students those on Line 05 in Group 2, those who were awarded grant or scholarship aid from the following sources (Reported value): federal government, state/local government, or institution. For public institutions with varied tuition, include only those students who paid the lower of in-state or in-district tuition rate. Report students who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. Do not include students who were awarded aid only from other sources only.
09. 04.	Group 4 Of the full-time, first-time degree certificate-seeking undergraduate students those on Line 04 in Group 2), those who were awarded any Title IV federal student aid (Reported value) For public institutions with varied tuition, include only those students who paid the lower of in-state or in-district tuition rate. Report students who were awarded any Title IV federal student aid (i.e., report students who were awarded Title IV federal grant aid, or who were awarded federal work study, or federal student loans). Title IV federal student aid includes the following: Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), 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.

Part B - Financial Aid About Group 1 All Undergraduate Students

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
All undergraduate students enrolled in Fall 2022 for the 2022-23 academic year as defined by the institution	Grant or scholarship aid from: federal government state/local government the institution other sources known to the institution Loans to students from: the federal government	Any time during the academic year 2022-23, including cross-over financial aid award periods assigned to the same academic year.

Data carried forward from Part A include the following:

Information from Part A:	Fall 2022
Group 1: All undergraduate students (This number is carried forward from Part A, Line 02 01.)	Carried forward from Part A
Of those in Group 1, those who are Degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 03 01a.)	Carried forward from Part A
Of those in Group 1, those who are Non-degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 12 01b.)	Carried forward from Part A

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.

Item Line

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)

Report the n Number of (Group 1) all undergraduate students awarded this type of aid. (Reported value)

The p Percentage of all undergraduate (Group 1) students awarded this type of aid (Calculated value)

Report the t Total dollar amount of this type of aid awarded to all undergraduate (Group 1) students. (Reported value)

The a Average amount of this type of aid awarded to all undergraduate (Group 1) students. (Calculated value)

Report the n Number of degree/certificate-seeking undergraduate students who were awarded this type of aid. (Reported value)

The p Percentage of degree/certificate-seeking undergraduate students who were awarded this type of aid (Calculated value).

Report the t Total dollar amount of this type of aid awarded to degree/certificate-seeking undergraduate students. (Reported value)

The a Average amount of this type of aid awarded to degree/certificate-seeking undergraduate students. (Calculated value)

The n Number of non-degree/certificate-seeking undergraduate students who were awarded this type of aid. (Calculated value)

The p Percentage of non-degree/certificate-seeking undergraduate students who were awarded this type of aid. (Calculated value)

The t Total dollar amount of this type of aid awarded to non-degree/certificate-seeking undergraduate students (Calculated value)

The a Average amount of this type of aid awarded to non-degree/certificate-seeking undergraduate students (Calculated value)

02

02 Federal Pell Grants [Do not include any other type of federal grant aid (e.g., Iraq or Afghanistan Grants.)]

03

Federal student loans to students [(Do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).]

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:

Information from Part A:	Fall 2022
Group 2: Full-time, first-time degree/certificate-seeking undergraduates (This number is carried forward from Part A, Line 02 04)	Carried forward from Part A

Item Line	Description
01	Full-time, first-time degree/certificate-seeking undergraduate students (Carried forward)
02 .01a	Column 1. Report the Number of Group 2 students on Line 01 paying the in-district tuition rate. (Reported value)
	Column 2. The Percentage of Group 2 students on Line 01 paying the in-district tuition rate. (Calculated value) is calculated for you.
03 . 01b	Column 1. Report the Number of Group 2 students on Line 01 paying the in-state tuition rate. (Reported value)
	Column 2. The Percentage of Group 2 students on Line 01 paying the in-state tuition rate. (Calculated value) is calculated for you.
04 .01c	Column 1. Report the Number of Group 2 students on Line 01 paying the out-of-state tuition rate. (Reported value)
	Column 2. The Percentage of Group 2 students on Line 01 paying the out-of-state tuition rate. (Calculated value) is calculated for you.
05 .01d	Column 1. The nNumber of Group 2 students on Line 01 whose tuition rate is unknown (Calculated value) is generated for you. This value is calculated using the following formula: Line 01 – (Line 02 + Line 03 + Line 04) [A02 – (C01a + C01b + C01c)]
	Column 2. The p Percentage of Group 2 students on Line 01 whose tuition rate is unknown. (Calculated value) is calculated for you.

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
Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior Fall (academic reporters) or any time during the prior academic year from July 1, to June 30 (program reporters)	Grant or scholarship aid from: federal government Grant or scholarship aid from the state/local government Grant or scholarship aid from the institution Loans to students from: the federal government other sources, including private or other loans Do not include: grant or scholarship aid from private or other sources Do not include PLUS loans or loans made to anyone other than the student	Any time during the prior academic year, including cross-over financial aid award periods assigned to the same academic year. For program reporters, this is the aid year period from July 1 through June 30.

Data carried forward from Part A include the following:

Information from Part A:	Prior Fall
Group 2 Full-time, first-time degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 02)	Carried forward from Part A Line 05
Group 2a: (This number is carried forward from Part A, Line 02a) Of those in Group 2, those Full-time, first-time degree/certificate-seeking undergraduate students who were awarded: Federal Work Study Loans to students Grant or scholarship aid from the federal government, state/local government, or the institution Other sources known to the institution	Carried forward from Part A Line 06
Group 2b (This number is carried forward from Part A, Line 02b) Of those in Group 2, those Full-time, first-time degree/certificate-seeking undergraduate students who were awarded: Loans to students Grant or scholarship aid from the federal government, state/local government, or the institution	Carried forward from Part A Line 07
Group 3 (This number is carried forward from Part A, Line 03) Of those in Group 2, those 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 from the federal government, state/local government, or the institution	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.

Item Line		Description
01		Grant or scholarship aid from the federal government, state/local government, and the institution
		Column 1. Report the Number of Group 2 FTFTGDCS students who were awarded one or more grants or scholarships aid from the federal government, state/local government, or the institution. (Reported value) If a student appears in more than one type of aid category of aid ion Lines 02 through 06 02 04, that student should only be counted once for Line 01. Do not include students who were awarded only grants or scholarships from private sources (e.g., Rotary Club Scholarship).
		Column 2. The Percentage of Group 2 FTFTGDCS students who were awarded one or more grants or scholarships aid from the federal government, state/local government, or the institution will be calculated for you. (Calculated value)
		Column 3. The Total dollar amount for Line 01 will be calculated for you. This value is calculated using the following formula: [(Line 02, Column 3) + (Line 03 05, Column 3) + (Line 06 04, Column 3)]. (Calculated value)
		Column 4. The a Average amount of grants or scholarships aid from the federal government, state/local government, or the institution awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
02		Federal grants and scholarship aid This aid category is disaggregated into the following two subcategories: Federal Pell Grants, and other federal grants and scholarship aid.
		Column 1. Report the Number of Group 2 FTFTGDCS students who were awarded one or more federal grant and scholarship aid from the federal government. (Reported value) This includes Federal Pell Grants and other federal grants and scholarships. If a student appears in more than one type of aid category of aid in Lines 03 or 04 02a or 02b, that student should only be counted once for Line 02. Note that this number should be at least as large as the largest number reported in Line 03 02a, Column 1 or Line 04 02b, Column 1. In addition, this number cannot exceed the sum of [(Line 03 02a, Column 1) + (Line 04 02b, Column 1)].
		Column 2. The Percentage of Group 2 FTFTGDCS students who were awarded one or more grants from the federal grant and scholarship aid government will be calculated for you. (Calculated value)
		Column 3. The Total dollar amount for Line 02 will be calculated for you. This value is calculated using the following formula: [(Line 03 02a, Column 3) + (Line 04 02b, Column 3)]. (Calculated value)
		Column 4. The a Average amount of grants from the federal government awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
03 02a	Federal Pell grants
	Column 1. Report the Number of Group 2 FTFTGDCS students who were awarded a Federal Pell Grant. (Reported value)
	Column 2. The Percentage of Group 2 FTFTGDCS students who were awarded a Federal Pell Grant will be calculated for you. (Calculated value)
	Column 3. Report The Total dollar amount of all Federal Pell Grants awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of Federal Pell Grants awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
04	Other federal grants and scholarship aid
	Column 1. Report the Number of Group 2 FTFTGDCS students who were awarded other federal grants and scholarship aid. Other federal grants (include Title IV grant aid other than a Pell grant). (Reported value)
	Column 2. The Percentage of Group 2 FTFTGDCS students who were awarded other federal grants and scholarship aid will be calculated for you. (Calculated value)
	Column 3. Report The Total dollar amount of all other federal grants and scholarship aid awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of other federal grants and scholarship aid awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
05 03.	State/local government grants or scholarships aid (grants/scholarships/waivers)
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded grant or scholarship aid from a state/local government. This includes grants, scholarships, or waivers funded by a state or local government. Do not include any other types of grants. (Reported value)
	Column 2. The p Percentage of Group 2 FTFTGDCS students who were awarded grants or scholarships aid from a state/local government will be calculated for you. (Calculated value)
	Column 3. Report The t Total dollar amount of all grants or scholarships aid from a state/local government awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of grants or scholarships aid from a state/local government awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
06 04.	Institutional grants or scholarships aid (scholarships/fellowships)
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded grant or scholarship aid from the institution. This includes grants, scholarships, or fellowships funded by the institution. Do not include any other types of grants. (Reported value)
	Column 2. The p Percentage of Group 2 FTFTGDCS students who were awarded grants or scholarships aid from the institution will be calculated for you. (Calculated value)
	Column 3. Report The t Total dollar amount of all grants or scholarships aid from the institution awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of grants or scholarships aid from the institution awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
07 05.	Loans to students This aid category is disaggregated into the following two subcategories: federal loans to students and other loans to students.
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded one or more loans to students. (Reported value) This includes loans from the federal government and from other sources (including private lenders). If a student appears in more than one type of loan category in Lines 05a or 05b 11 or 12, that student should only be counted once for Line 10 05. Note that this number should be at least as large as the largest number reported in Line 11 05a, Column 1 or Line 12 05b, Column 1. In addition, this number cannot exceed the sum of [(Line 11 05a, Column 1) + (Line 12 05b, Column 1)].
	Column 2. The p Percentage of Group 2 FTFTGDCS students who were awarded one or more loans to students will be calculated for you. (Calculated value)
	Column 3. The t Total dollar amount for Line 10 05 will be calculated for you. This value is calculated using the following formula: [(Line 11 05a, Column 3) + (Line 12 05b, Column 3)]. (Calculated value)
	Column 4. The a Average amount of loans to students awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
08 05a..	Federal loans to students
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded one or more loans to students from the federal government. (Reported value) Do not include loans to others (e.g., PLUS loans to parents) and do not include any other type of grant or loan aid.
	Column 2. The p Percentage of Group 2 FTFTGDCS students who were awarded one or more loans to students from the federal government will be calculated for you. (Calculated value)
	Column 3. Report The t Total dollar amount of all loans to students from the federal government awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of loans to students from the federal government awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
09 05b..	Other loans to students
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded one or more loans to students from sources other than the federal government. (Reported value) 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. The p Percentage of Group 2 FTFTGDCS students who were awarded one or more loans to students from sources other than the federal government will be calculated for you. (Calculated value)
	Column 3. Report The t Total dollar amount of all loans to students from sources other than the federal government awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of loans to students from sources other than the federal government awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)

Part C – Cost of Attendance Revision

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
Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior fall for the prior academic year as defined by the institution (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 Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid, or awarded HEERF grants only.	Grant or scholarship aid from the: federal government Grant or scholarship aid from the state/local government Grant or scholarship aid from the institution Loans to students from: the federal government other sources, including private or other loans Do not include: grant or scholarship aid from private or other sources PLUS loans or loans made to anyone other than the student Federal Work Study amounts		Any time during the prior academic year, including cross-over financial aid award periods assigned to the same academic year.
Information from Part A:	YOUR PRIOR YEAR DATA	YOUR PRIOR YEAR DATA
	2020-21	2021-22		2022-23
Group 3 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 03)	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.

Item Line	Description
01	Full-time, first-time degree/certificate-seeking undergraduate students who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. (Carried forward) (This number is carried forward from Part A, Line 07)
02a.	On-campus. Report the n Number of Group 3 these students who lived on-campus. (Reported value)
03 02.	Off-campus (with family). Report the n Number of Group 3 these students who lived off-campus with their parents or guardians. (Reported value)
04 01c.	Off-campus (not with family). Report the n Number of Group 3 these students who lived off-campus not with their parents or guardians. (Reported value)
05 01d.	Unknown (cCalculated value). This value is calculated using the following formula: Line 01 – (Line 02 + Line 03 + Line 04) [A03 -(D01a+D01b+D01c)], where A03 is the number of Group 3 students that you entered in Part A, Line 03. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.
06 02.	Report the t Total dollar amount of grants and scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 these students. (Reported value) Exclude grant or scholarship aid from private sources (e.g., Rotary Club Scholarship) and exclude all loan aid.
07 03.	Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 these students (Calculated value) The average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students will be calculated for you. This value is calculated using the following formula: [D02/A03] Line 06/Line 01. This amount will be used in Part F to calculate net price.

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
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 for public institutions) and were awarded any Title IV federal student aid	Grant or scholarship aid from the: federal government state/local government institution Do not include: grant or scholarship aid from private or other sources loan amounts Federal Work Study amounts Student who received HEERF grants only.				Any time during the prior academic year
Information from Part A:		YOUR PRIOR YEAR DATA	YOUR PRIOR YEAR DATA
		2020-21	2021-22	2022-23
Group 4 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)		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.

Item Line	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) (This number is carried forward from Part A, Line 09)
02 – 04 01a. 01b. 01c.	Report the number of Group 4 these students with the following living arrangements: On-campus. Report the n Number of Group 4 these students who lived on-campus. (Reported value) Off-campus (with family). Report the n Number of Group 4 these students who lived off-campus with their parents or guardians. (Reported value) Off-campus (not with family). Report the n Number of Group 4 these students who lived off-campus not with their parents or guardians. (Reported value)
05 01d.	Unknown (cCalculated value). This value is calculated using the following formula: Line 01 – (Line 02 + Line 03 + Line 04) [A03 -(D01a+D01b+D01c)], where A03 is the number of Group 3 students that you entered in Part A, Line 03. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.

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.

Item Line	Description
01 02a $0–30,000 02 02b. $30,001–48,000 03 02c. $48,001–75,000 04 02d. $75,001–110,000 05 02e. $110,001 and more	Column 1. Report the n Number of Group 4 students in at this income level who were awarded any Title IV aid (Reported value). Column 2. Report the n Number of Group 4 students in at this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution (Reported value). Column 3. Report the n Total amount of grant or scholarship aid awarded to Group 4 students in Column 2 at this income level from the following sources: federal government, state/local government, or the institution (Reported value). Column 4. The a Average dollar amount of grant or scholarship aid awarded to Group 4 students in Column 2 at this income level from the federal government, state/local government, or the institution will be calculated for you (Calculated value).
06 02f. Total all income levels	Column 1. The t Total number of Group 4 students who were awarded any Title IV aid will be calculated for you (Calculated value). Column 2. The total number of Group 4 students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution will be calculated for you (Calculated value). 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 will be calculated for you (Calculated value). 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 will be calculated for you (Calculated value).

Item			Description
	02a.	$0–30,000	Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02b.	$30,001–48,000	Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02c.	$48,001–75,000	Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02d.	$75,001–110,000	Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02e.	$110,001 and more	Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02f.	Total all income levels	Column 1. The total number of Group 4 students who were awarded any Title IV aid will be calculated for you. Column 2. The total number of Group 4 students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution will be calculated for you. Column 3. The total amount of grant or scholarship aid awarded to Group 4 students from the federal government, state/local government, or the institution will be calculated for you. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students from the federal government, state/local government, or the institution will be calculated for you.

Part F - Net Price Calculation for Group 3 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.

Item 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	Room and board Food and housing, and other expenses by living arrangement (Carried forward) The cost for room and board food and housing, and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics survey component, Part D - Student Charges, Cost of Attendance.
06 – 09 04	Number of Group 3 these students by living arrangement (Carried forward) These numbers are carried forward from Part D, Lines 01a through 04 01d.
10 05	Weighted average by living arrangement (excluding unknown values) for room and board food and housing, and other expenses (Calculated value) This value is generated by determining the average room and board food and housing, and other expenses (Lines 03a through 03c 05) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula: Line 05 = [(Line 03a*(Line 064a/(Line 06 04a+Line 07 04b+Line 08 04c))] + [Line 04 03b*(Line 07 04b/( Line 06 04a+Line 07 04b+Line 08 04c))] + [Line 08 03c*(Line 08 04c/( Line 06 04a+Line 07 04b+Line 08 04c))]
11 06	Total cost of attendance (Calculated value) This value is calculated using the following formula: Line 01 + Line 02 + Line 10 05.
12 07	Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 these students (Carried forward) This value is carried forward from Part D, Line 06 04.
13 08	Average institutional net price for Group 3 these students (Calculated value) The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded grant or scholarship aid from the federal government, state/local government, or the institution is calculated for you. This value is calculated using the following formula: Line 11 – Line 12 06 – Line 07. The average net price for Group 3 these students will be posted on College Navigator and used in the U.S. Department of Education's College Affordability and Transparency lists.

Part G - Net Price Calculation by Income Level for Group 4 Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid

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.

Item 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	Room and board Food and housing, and other expenses by living arrangement (Carried forward) The cost for room and board food and housing, and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics survey component, Part D - Student Charges, Cost of Attendance.
06 – 09 04	Number of Group 4 Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid by living arrangement (Carried forward) These numbers are carried forward from Part E, Lines 01 through 04 01a through 01d.
10 05	Weighted average by living arrangement (excluding unknown values) for room and board food and housing, and other expenses (Calculated value) This value is generated by determining the average room and board food and housing, and other expenses (Lines 03a through 05 03c) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula: Line 05 = [Line 03a*(Line 04a/(Line 04a+Line 04b+Line 04c))]+[Line 03b*(Line 04b/(Line 04a+Line 04b+Line 04c))]+[Line 03c*(Line 04c/(Line 04a+Line 04b+Line 04c))] [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 06	Total cost of attendance (Calculated value) This value is calculated using the following formula: Line 01 + Line 02 + Line 10 05.
12 – 18 07	Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 4 Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid (Carried forward) These values are carried forward from Part E, Lines 17-22 04, Column 4 for each income level.
19 – 24 08	Average institutional net price for Group 4 Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid (Calculated values) The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded Title IV federal student aid is calculated for you. These values are calculated for each income level using the following formula: Line 11 06 – Line 17 07. The average net price for Group 4 these students by income level will be posted on College Navigator.

Section 2. Military Servicemembers and Veteran Students with Benefits

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.

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

Table of Contents

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.

Section 1. SFA - Undergraduate Students

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 - Establish Your Groups Student Counts

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.

Item Line				Description
01. 02.				Group 1 All undergraduate students (Editable Preload, E12) Report the number of all undergraduate students who were enrolled any time during the prior academic year. Include all new and continuing undergraduate students (full-time students, part-time students, degree/certificate-seeking students, non-degree/certificate-seeking students, and all others). This number will be preloaded from your institution's IPEDS 12-month Enrollment survey 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.
03. 01a.				All degree/certificate-seeking undergraduate students (Editable Preload, E12) Of those in Group 1 (all undergraduate students) on line 02, those who are degree/certificate-seeking Report the number of degree/certificate-seeking undergraduate students who were enrolled for the prior year. Include all new and continuing degree/certificate-seeking undergraduate students. This number will be preloaded from your institution's IPEDS 12-month Enrollment survey 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.
04. 01b.				All non-degree/certificate-seeking undergraduate students (Editable Preload, E12) Of those on Line 02 in Group 1 (all undergraduate students), those who are non-degree/certificate-seeking Report the number of non-degree/certificate-seeking undergraduate students who were enrolled for the prior year as of October 15 or your institution’s official fall reporting date academic year, which is typically July1 – June 30. Include all new and continuing non-degree/certificate-seeking undergraduate students. This number will be preloaded from your institution's IPEDS Fall E12 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.
05. 02.				Group 2 All full-time, first-time degree certificate-seeking undergraduate students (Editable Preload, E12) Of those on Line 02 in Group 1, those who are full-time, first-time degree/certificate-seeking Report the number of students who are full-time, first-time degree/certificate-seeking undergraduates. This number will be preloaded from your institution's IPEDS 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. 02a.			Of the full-time, first-time degree certificate-seeking undergraduate students those on Line 05 in Group 2), those who were awarded any Federal Work Study; loans to students; or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution. Report the number of students who were awarded any of the following (Reported value): Federal Work Study; Government and/or private loans to students; Grant or scholarship aid from the federal government, state/local government, or the institution; or Grant or scholarship aid from other sources known to the institution, such as aid from private sources (e.g., Rotary Club Scholarship). Note that the students reported in Line 02a are not defined as a particular group because No additional financial aid information will be collected about these students.
07. 02b.		Of the full-time, first-time degree certificate-seeking undergraduate students those on Line 05 in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution. Report the number of students who were awarded any of the following (Reported value): Government and/or private loans to students; or Grant or scholarship aid from the federal government, state/local government, or the institution. Note: Do not include students who received that the students reported in Line 02b are not defined as a particular group because No additional financial aid information will be collected about these students.
08. 03.	Group 3 Of the full-time, first-time degree certificate-seeking undergraduate students those on Line 05 in Group 2, those who were awarded grant or scholarship aid from the following sources (Reported value): federal government, state/local government, or institution. For public institutions with varied tuition, include only those students who paid the lower of in-state or in-district tuition rate. Report students who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. Do not include students who were awarded aid only from other sources.
09. 04.	Group 4 Of the full-time, first-time degree certificate-seeking undergraduate students those on Line 04 in Group 2), those who were awarded any Title IV federal student aid (Reported value) For public institutions with varied tuition, include only those students who paid the lower of in-state or in-district tuition rate. Report students who were awarded any Title IV federal student aid (i.e., report students who were awarded Title IV federal grant aid, or who were awarded federal work study, or federal student loans). Title IV federal student aid includes the following: Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), 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.

Part B - Financial Aid About Group 1 All undergraduate students

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
All undergraduate students enrolled anytime during the 2022-23 academic year as defined by the institution	Grant or scholarship aid from: the federal government Grant or scholarship aid from the state/local government Grant or scholarship aid from the institution Grant or scholarship aid from other sources known to the institution Loans to students from: the federal government	Any time during the prior academic year (the financial aid award year period from July 1 through June 30), including cross-over financial aid award periods assigned to the same academic year.

Data carried forward from Part A include the following:

Information from Part A:	Prior academic year Fall
Group 1: All undergraduate students (This number is carried forward from Part A, Line 01.)	Carried forward from Part A
Of those in Group 1, those who are Degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 02 01a.)	Carried forward from Part A
Of those in Group 1, those who are Non-degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 03 01b.)	Carried forward from Part A

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.

Item Line

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)

Report the n Number of (Group 1) all undergraduate students awarded this type of aid. (Reported value) Report the number of all undergraduate (Group 1) students who were awarded For Federal Pell Grants, do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants). Report the number of all undergraduate (Group 1) students who were awarded For federal student loans to students, do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).

The p Percentage of all undergraduate (Group 1) students who were awarded this type of aid. (Calculated value) is calculated for you.

Report the t Total dollar amount of this type of aid awarded to all undergraduate (Group 1) students. (Reported value) Report the total dollar amount of For Federal Pell Grants, awarded to all undergraduate (Group 1)students. do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants) Report the total dollar amount of For federal student loans to students, awarded to all undergraduate (Group 1) students. do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).

The a Average amount of this type of aid awarded to all undergraduate (Group 1) students. (Calculated value) is calculated for you. calculated for you.

Report the n Number of degree/certificate-seeking undergraduate students who were awarded this type of aid. (Reported value) grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution. The number of degree/certificate-seeking students who were awarded Federal Pell Grants (Do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants). is calculated for you. The number of degree/certificate-seeking students who were awarded federal loans to students is calculated for you.

The p Percentage of degree/certificate-seeking undergraduate students who were awarded this type of aid (Calculated value). is calculated for you.

Report the t Total dollar amount of this type of aid awarded to degree/certificate-seeking undergraduate students. (Reported value) The total dollar amount of Federal Pell Grants awarded to degree/certificate-seeking students is calculated for you. The total dollar amount of federal student loans awarded to degree/certificate-seeking students is calculated for you.

The a Average amount of this type of aid awarded to degree/certificate-seeking undergraduate students. (Calculated value) is calculated for you. The average amount of Federal Pell Grants awarded to degree/certificate-seeking students is calculated for you The average amount of federal student loans awarded to degree/certificate-seeking students is calculated for you.

The n Number of non-degree/certificate-seeking undergraduate students who were awarded this type of aid. (Calculated value) is calculated for you.

The p Percentage of non-degree/certificate-seeking undergraduate students who were awarded this type of aid (Calculated value) is calculated for you.

The t Total dollar amount of this type of aid awarded to non-degree/certificate-seeking undergraduate students (Calculated value) is calculated for you.

The a Average amount of this type of aid awarded to non-degree/certificate-seeking undergraduate students (Calculated value) is calculated for you.

02

02 Federal Pell Grants [Do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants)]

03

Federal student loans to students [(do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student)]

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:

Information from Part A:	Prior academic year Fall
Group 2: Full-time, first-time degree/certificate-seeking undergraduates (This number is carried forward from Part A, Line 04)	Carried forward from Part A

Item Line	Description
01	Full-time, first-time degree/certificate-seeking undergraduate students (Carried forward)
02 .01a	Column 1. Report the Number of Group 2 students on Line 01 paying the in-district tuition rate. (Reported value)
	Column 2. The Percentage of Group 2 students on Line 01 paying the in-district tuition rate. (Calculated value) is calculated for you.
03 . 01b	Column 1. Report the Number of Group 2 students on Line 01 paying the in-state tuition rate. (Reported value)
	Column 2. The Percentage of Group 2 students on Line 01 paying the in-state tuition rate. (Calculated value) is calculated for you.
04 .01c	Column 1. Report the Number of Group 2 students on Line 01 paying the out-of-state tuition rate. (Reported value)
	Column 2. The Percentage of Group 2 students on Line 01 paying the out-of-state tuition rate. (Calculated value) is calculated for you.
05 .01d	Column 1. The nNumber of Group 2 students on Line 01 whose tuition rate is unknown (Calculated value) is generated for you. This value is calculated using the following formula: Line 01 – (Line 02 + Line 03 + Line 04) [A02 – (C01a + C01b + C01c)]
	Column 2. The p Percentage of Group 2 students on Line 01 whose tuition rate is unknown. (Calculated value) is calculated for you.

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
Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior Fall (academic reporters) or any time during the prior academic year from July 1 to June 30 (program reporters)	Grant or scholarship aid from the: federal government Grant or scholarship aid from the state/local government Grant or scholarship aid from the institution Loans to students from: the federal government other sources, including private or other loans Do not include: grant or scholarship aid from private or other sources Do not include PLUS loans or loans made to anyone other than the student	Any time during the prior academic year, including cross-over financial aid award periods assigned to the same academic year. For program reporters, this is the aid year period from July 1 through June 30.

Data carried forward from Part A include the following:

Information from Part A:	Prior academic year Fall
Group 2 Full-time, first-time degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 02)	Carried forward from Part A Line 05
Group 2a: (This number is carried forward from Part A, Line 05 02a) Of those in Group 2, those Full-time, first-time degree/certificate-seeking undergraduate students who were awarded: Federal Work Study Loans to students Grant or scholarship aid from the federal government, state/local government, or the institution Other sources known to the institution	Carried forward from Part A Line 06
Group 2b (This number is carried forward from Part A, Line 06 02b) Of those in Group 2, those Full-time, first-time degree/certificate-seeking undergraduate students who were awarded: Loans to students Grant or scholarship aid from the federal government, state/local government, or the institution	Carried forward from Part A Line 07
Group 3 (This number is carried forward from Part A, Line 03) Of those in Group 2, those 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 from the federal government, state/local government, or the institution	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.

Item Line	Description
01	Grant or scholarship aid from the federal government, state/local government, and the institution
	Column 1. Report the Number of Group 2 FTFTGDCS students who were awarded one or more grants or scholarships from the federal government, state/local government, or the institution. (Reported value) If a student appears in more than one type of aid category of aid in Lines 02 through 06 02 04, that student should only be counted once for Line 01. Do not include students who were awarded only grants or scholarships from private sources (e.g., Rotary Club Scholarship).
	Column 2. The Percentage of Group 2 FTFTGDCS students who were awarded one or more grants or scholarships from the federal government, state/local government, or the institution will be calculated for you. (Calculated value)
	Column 3. The Total dollar amount for Line 01 will be calculated for you. This value is calculated using the following formula: [(Line 02, Column 3) + (Line 03 05, Column 3) + (Line 06 04, Column 3)]. (Calculated value)
	Column 4. The a Average amount of grants or scholarships from the federal government, state/local government, or the institution awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
02	Federal grants and scholarship aid This aid category is disaggregated into the following two subcategories: Federal Pell Grants and other federal grants and scholarship aid.
	Column 1. Report the Number of Group 2 FTFTGDCS students who were awarded one or more federal grant and scholarship aid from the federal government. (Reported value) This includes Federal Pell Grants and other federal grants and scholarships. If a student appears in more than one type of aid category of aid in Lines 03 or 04 02a or 02b, that student should only be counted once for Line 02. Note that this number should be at least as large as the largest number reported in Line 03 02a, Column 1 or Line 04 02b, Column 1. In addition, this number cannot exceed the sum of [(Line 03 02a, Column 1) + (Line 04 02b, Column 1)].
	Column 2. The Percentage of Group 2 FTFTGDCS students who were awarded one or more grants from the federal grant and scholarship aid government will be calculated for you. (Calculated value)
	Column 3. The Total dollar amount for Line 02 will be calculated for you. This value is calculated using the following formula: [(Line 03 02a, Column 3) + (Line 04 02b, Column 3)]. (Calculated value)
	Column 4. The a Average amount of grants from the federal government awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
03 02a	Federal Pell grants
	Column 1. Report the Number of Group 2 FTFTGDCS students who were awarded a Federal Pell Grant. (Reported value)
	Column 2. The Percentage of Group 2 FTFTGDCS students who were awarded a Federal Pell Grant will be calculated for you. (Calculated value)
	Column 3. Report The Total dollar amount of all Federal Pell Grants awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of Federal Pell Grants awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
04 02b	Other federal grants and scholarship aid
	Column 1. Report the Number of Group 2 FTFTGDCS students who were awarded other federal grants and scholarship aid. Other federal grants (include Title IV grant aid other than a Pell grant). (Reported value)
	Column 2. The Percentage of Group 2 FTFTGDCS students who were awarded other federal grants and scholarship aid will be calculated for you. (Calculated value)
	Column 3. Report The Total dollar amount of all other federal grants and scholarship aid awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of other federal grants and scholarship aid awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
05 03.	State/local government grants or scholarships (grants/scholarships/waivers)
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded grant or scholarship aid from a state/local government. This includes grants, scholarships, or waivers funded by a state or local government. Do not include any other types of grants. (Reported value)
	Column 2. The p Percentage of Group 2 FTFTGDCS students who were awarded grants or scholarships from a state/local government will be calculated for you. (Calculated value)
	Column 3. Report The t Total dollar amount of all grants or scholarships from a state/local government awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of grants or scholarships from a state/local government awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
06 04.	Institutional grants or scholarships (scholarships/fellowships)
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded grant or scholarship aid from the institution. This includes grants, scholarships, or fellowships funded by the institution. Do not include any other types of grants. (Reported value)
	Column 2. The p Percentage of Group 2 FTFTGDCS students who were awarded grants or scholarships from the institution will be calculated for you. (Calculated value)
	Column 3. Report The t Total dollar amount of all grants or scholarships from the institution awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of grants or scholarships from the institution awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
07 05.	Loans to students This aid category is disaggregated into the following two subcategories: federal loans to students and other loans to students.
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded one or more loans to students. (Reported value) This includes loans from the federal government and from other sources (including private lenders). If a student appears in more than one type of loan category in Lines 05a or 05b 11 or 12, that student should only be counted once for Line 10 05. Note that this number should be at least as large as the largest number reported in Line 11 05a, Column 1 or Line 12 05b, Column 1. In addition, this number cannot exceed the sum of [(Line 11 05a, Column 1) + (Line 12 05b, Column 1)].
	Column 2. The p Percentage of Group 2 FTFTGDCS students who were awarded one or more loans to students will be calculated for you. (Calculated value)
	Column 3. The t Total dollar amount for Line 10 05 will be calculated for you. This value is calculated using the following formula: [(Line 11 05a, Column 3) + (Line 12 05b, Column 3)]. (Calculated value)
	Column 4. The a Average amount of loans to students awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
08 05a..	Federal loans to students
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded one or more loans to students from the federal government. (Reported value) Do not include loans to others (e.g., PLUS loans to parents) and do not include any other type of grant or loan aid.
	Column 2. The p Percentage of Group 2 FTFTGDCS students who were awarded one or more loans to students from the federal government will be calculated for you. (Calculated value)
	Column 3. Report The t Total dollar amount of all loans to students from the federal government awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of loans to students from the federal government awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)
09 05b..	Other loans to students
	Column 1. Report the n Number of Group 2 FTFTGDCS students who were awarded one or more loans to students from sources other than the federal government. (Reported value) 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. The p Percentage of Group 2 FTFTGDCS students who were awarded one or more loans to students from sources other than the federal government will be calculated for you. (Calculated value)
	Column 3. Report The t Total dollar amount of all loans to students from sources other than the federal government awarded to Group 2 FTFTGDCS students. (Reported value)
	Column 4. The a Average amount of loans to students from sources other than the federal government awarded to Group 2 FTFTGDCS students will be calculated for you. (Calculated value)

Part C – Cost of Attendance Revision

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
Full-time, first-time, degree/certificate-seeking undergraduate students enrolled during 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 following sources: the federal government, state/local government, or the institution Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid, or awarded HEERF grants only.	Grant or scholarship aid from: the federal government Grant or scholarship aid from the state/local government Grant or scholarship aid from the institution Loans to students from: the federal government other sources, including private or other loans Do not include: grant or scholarship aid from private or other sources PLUS loans or loans made to anyone other than the student			Any time during the prior academic year, including cross-over financial aid award periods assigned to the same academic year.
Information from Part A:		YOUR PRIOR YEAR DATA	YOUR PRIOR YEAR DATA
		2020-21	2021-22		2022-23
Group 3 Full-time, first-time degree/certificate-seeking undergraduate students enrolled during 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 (This number is carried forward from Part A, Line 08 03)		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.

Item Line	Description
01	Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. (Carried forward) (This number is carried forward from Part A, Line 07)
02 – 04 01a. 01b. 01c.	Report the number of Group 3 these students with the following living arrangements. On-campus. Report the n Number of Group 3 these students who lived on-campus. (Reported value) Off-campus (with family). Report the n Number of Group 3 these students who lived off-campus with their parents or guardians. (Reported value) Off-campus (not with family). Report the n Number of Group 3 these students who lived off-campus not with their parents or guardians. (Reported value)
05 01d.	Unknown (cCalculated value). This value is calculated using the following formula: Line 01 – (Line 02 + Line 03 + Line 04) [A03 -(D01a+D01b+D01c)], where A03 is the number of Group 3 students that you entered in Part A, Line 03. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.
06 02.	Report the t Total dollar amount of grants and scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 these students. (Reported value) Exclude grant or scholarship aid from private sources (e.g., Rotary Club Scholarship) and exclude all loan aid.
07 03.	Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 these students (Calculated value) The average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students will be calculated for you. This value is calculated using the following formula: [D02/A03] Line 06/Line 01. This amount will be used in Part F to calculate net price.

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
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 and who were awarded any Title IV federal student aid For public institutions, include only those students who paid the lower of in-state or in-district tuition rate.	Grant or scholarship aid from the: the federal government Grant or scholarship aid from the state/local government Grant or scholarship aid from the institution Do not include: grant or scholarship aid from private or other sources loan amounts Federal Work Study amounts Students who received HEERF grants only.	Any time during the prior academic year, including cross-over financial aid award periods assigned to the same academic year.

• 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
Group 4 Full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior academic year (program reporters) in your institution's largest program paying paid the lower of in-state or in-district tuition rate and who were awarded any Title IV federal student aid. For public institutions, include only students paying the in-state or in-district tuition rate. (This number is carried forward from Part A, Line 04)	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.

Item Line	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) (This number is carried forward from Part A, Line 09)
02 – 04 01a. 01b. 01c.	Report the number of Group 4 these students with the following living arrangements: On-campus. Report the n Number of Group 4 these students who lived on-campus. (Reported value) Off-campus (with family). Report the n Number of Group 4 these students who lived off-campus with their parents or guardians. (Reported value) Off-campus (not with family). Report the n Number of Group 4 these students who lived off-campus not with their parents or guardians. (Reported value)
05 01d.	Unknown (cCalculated value). This value is calculated using the following formula: Line 01 – (Line 02 + Line 03 + Line 04) [A03 -(D01a+D01b+D01c)], where A03 is the number of Group 3 students that you entered in Part A, Line 03. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.

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).

Item Line	Description
01 02a $0–30,000 02 02b. $30,001–48,000 03 02c. $48,001–75,000 04 02d. $75,001–110,000 05 02e. $110,001 and more	Column 1. Report the n Number of Group 4 students in at this income level who were awarded any Title IV aid (Reported value). Column 2. Report the n Number of Group 4 students at this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution (Reported value). Column 3. Report the n Total amount of grant or scholarship aid awarded to Group 4 students in Column 2 at this income level from the following sources: federal government, state/local government, or the institution (Reported value). Column 4. The a Average dollar amount of grant or scholarship aid awarded to Group 4 students in Column 2 at this income level from the federal government, state/local government, or the institution will be calculated for you (Calculated value).
06 02f. Total all income levels	Column 1. The t Total number of Group 4 students who were awarded any Title IV aid will be calculated for you (Calculated value). Column 2. The total number of Group 4 students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution will be calculated for you (Calculated value). 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 will be calculated for you (Calculated value). 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 will be calculated for you (Calculated value).

Item			Description
	02a.	$0–30,000	Column 1. Report the number of Group 4 these students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 these students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 these students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 these students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02b.	$30,001–48,000	Column 1. Report the number of Group 4 these students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 these students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 these students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 these students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02c.	$48,001–75,000	Column 1. Report the number of Group 4 these students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 these students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 these students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 these students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02d.	$75,001–110,000	Column 1. Report the number of Group 4 these students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 these students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 these students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 these students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02e.	$110,001 and more	Column 1. Report the number of Group 4 these students in this income level who were awarded any Title IV aid. Column 2. Report the number of Group 4 these students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution. Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 these students in this income level from the following sources: federal government, state/local government, or the institution. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 these students in this income level from the federal government, state/local government, or the institution will be calculated for you.
	02f.	Total all income levels	Column 1. The total number of Group 4 these students who were awarded any Title IV aid will be calculated for you. Column 2. The total number of Group 4 these students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution will be calculated for you. Column 3. The total amount of grant or scholarship aid awarded to Group 4 these students from the federal government, state/local government, or the institution will be calculated for you. Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 these students from the federal government, state/local government, or the institution will be calculated for you.

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.

Item 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	Room and board Food and housing, and other expenses by living arrangement (Carried forward) The cost for room and board food and housing, and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.
06 – 09 04	Number of Group 3 these students by living arrangement (Carried forward) These numbers are carried forward from Part D, Lines 01a through 04 01d.
10 05	Weighted average by living arrangement (excluding unknown values) for room and board food and housing, and other expenses (Calculated value) This value is generated by determining the average room and board food and housing, and other expenses (Lines 03a through 03c 05) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula: Line 05 = [(Line 03a*(Line 064a/(Line 06 04a+Line 07 04b+Line 08 04c))] + [Line 04 03b*(Line 07 04b/( Line 06 04a+Line 07 04b+Line 08 04c))] + [Line 08 03c*(Line 08 04c/( Line 06 04a+Line 07 04b+Line 08 04c))]
11 06	Total cost of attendance (Calculated value) This value is calculated using the following formula: Line 01 + Line 02 + Line 10 05.
12 07	Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 these students (Carried forward) This value is carried forward from Part D, Line 06 04.
13 08	Average institutional net price for Group 3 these students (Calculated value) The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall academic year who were awarded grant or scholarship aid from the federal government, state/local government, or the institution is calculated for you. This value is calculated using the following formula: Line 11 – Line 12 06 – Line 07. The average net price for Group 3 these students will be posted on College Navigator and used in the U.S. Department of Education's College Affordability and Transparency lists.

Part G - Net Price Calculation by Income Level for Group 4 Full-time, first-time degree/certificate-seeking undergraduate students who were awarded any Title IV federal student aid

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.

Item 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	Room and board Food and housing, and other expenses by living arrangement (Carried forward) The cost for room and board food and housing, and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.
06 – 09 04	Number of Group 4 Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid by living arrangement (Carried forward) These numbers are carried forward from Part E, Lines 01 through 04 01a through 01d.
10 05	Weighted average by living arrangement (excluding unknown values) for room and board food and housing, and other expenses (Calculated value) This value is generated by determining the average room and board food and housing, and other expenses (Lines 03a through 05 03c) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula: Line 05 = [Line 03a*(Line 04a/(Line 04a+Line 04b+Line 04c))]+[Line 03b*(Line 04b/(Line 04a+Line 04b+Line 04c))]+[Line 03c*(Line 04c/(Line 04a+Line 04b+Line 04c))] [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 06	Total cost of attendance (Calculated value) This value is calculated using the following formula: Line 01 + Line 02 + Line 10 05.
12 – 18 07	Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 4 Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid (Carried forward) These values are carried forward from Part E, Lines 17-22 04, Column 4 for each income level.
19 – 24 08	Average institutional net price for Group 4 Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid (Calculated values) The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded Title IV federal student aid is calculated for you. These values are calculated for each income level using the following formula: Line 11 06 – Line 17 07. The average net price for Group 4 these students by income level will be posted on College Navigator.

Section 2. Military Servicemembers and Veteran Students with Benefits

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.

Student Financial Aid Instructions for Institutions With Graduate Students Only

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.

Student Financial Aid FAQ for All Institutions

General
1	Which institutions are required to complete the IPEDS Student Financial Aid (SFA) component? All postsecondary institutions that either 1.) participate in federal student financial aid programs that enrolled undergraduate students or 2.) enroll students who received an educational benefit (e.g., Department of Defense Tuition Assistance or Department of Veteran Affairs Post-9/11GI Bill) any time during academic year 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 as specified for students enrolled during academic year 2022-23. 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.: For academic reporters, the academic year is defined as the period of time generally extending from September to June; usually equated to 2 semesters or trimesters, 3 quarters, or the period covered by a 4-1-4 calendar system. To determine the financial aid amounts to report for a given group of students, first identify the student category s in that group (e.g., for Group 2, full-time, first-time degree/certificate-seeking undergraduates enrolled in Fall 2024). Second, determine the student count for that category financial aid that was awarded to these students any time during for the 2022-23 academic year. Third, determine the financial aid awarded to these students for the 2022-23 award year. Do not forget to include cross-over award periods assigned to the 2022-23 award year. For program reporters, the academic year is defined by the institution, so long as the institutionally defined academic year falls within the full aid year period of July 1-June 30. To determine the financial aid amounts to report for a given group of students type, first identify the students in that group (e.g., for Group 2, full-time, first-time degree/certificate-seeking undergraduates enrolled any time during the academic year). Second, determine the financial aid that was awarded to these students any time during the academic year. 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: Report for aid awarded any time during the 2022-23 financial aid award year (July 1, 2022, to June 30, 2023), including aid disbursed late (after June 30, 2023) for the 2022-23 award year known to the institution). The data reported for the Post-9/11 GI Bill benefit questions should be for the prior academic year, from July 1 to June 30. The data reported for the Department of Defense Tuition Assistance Program questions should be for the prior academic year, from October 1 to September 30.
3	What changes occurred for SFA for the 2023-24 collection year? 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
4	Can I revise my institutions cost of attendance (COA) data in SFA? Yes, the 3 most recent COA years can be changed in SFA's "Cost Revision" screen, which carried forward the COA data from Institutional Characteristics (IC) component. Changes should only be made if errors were made in the IC reporting. Changes cannot be made in the prior year revision system.
5	Should my institution, which is participating as an U.S. Department of Education experimental site, report high school students or incarcerated students who have received a Federal Pell Grant while taking college coursework include experimental site participants in IPEDS Student Financial Aid (SFA) Survey student counts and financial aid amounts? If your institution is participating in the Dual Enrollment experimental site or the Second Chance Pell experimental site programNo, exclude experimental site participants these students from reporting.
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 who were enrolled as of October 15, or the institution’s official Fall reporting date. Program reporters should report on students who were enrolled any time during the academic year. For program reporters, the academic year is defined by the institution, so long as it falls between July 1 and June 30. For the purposes of reporting to SFA, students are divided into the following groups: Financial aid information is collected about the following student categories groups: All undergraduate students Full-time, first-time degree/certificate-seeking undergraduate students (FTFT) 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 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
2	What students are included in Group 1? Group 1 includes all undergraduate students. You should report the total number of all new and continuing full-time students, part-time students, degree/certificate-seeking students, and non-degree/certificate-seeking students. In Group 1a, include all degree/certificate-seeking undergraduates. In Group 1b, include all non-degree, non-certificate-seeking undergraduates.
3	What students are included in Group 2? Group 2 students include all full-time, first-time degree/certificate-seeking undergraduates. For academic reporters, include students attending your institution for the first time at the undergraduate level. Also include students enrolled in the fall term who attended college for the first time in the prior summer term, and students who entered with advanced standing (college credits earned before graduation from high school). This number should match the data that you reported on the Fall Enrollment component of IPEDS. For program reporters, include students attending your institution for the first time at the undergraduate level anytime during the academic year, as defined at your institution. Also include students who entered with advanced standing (college credits earned before graduation from high school). This number should closely match the data you reported on the 12-month Enrollment component of IPEDS.
4	What students are included in Group 2a? In Group 2a, you should report the number of full-time, first-time degree/certificate-seeking undergraduate students who were awarded any of the following: Federal Work Study (exclude Federal VA work study) Federal or private loans to students (include institutional loans backed by a surety, but exclude loans/deferments based on receipt of financial aid) Grant or scholarship aid from the federal government Grant or scholarship aid from state/local government Grant or scholarship aid from the institution Grant or scholarship aid from other sources known to the institution
5	What students are included in Group 2b? In Group 2b, you should report the number of full-time, first-time degree/certificate-seeking undergraduate students who were awarded any of the following: Federal or private loans to students (include institutional loans backed by a surety, but exclude loans/deferments based receipt of financial aid) Grant or scholarship aid from the federal government Grant or scholarship aid from state/local government Grant or scholarship aid from the institution Group 2b is Group 2a minus those students who were awarded only Federal Work Study or grant or scholarship aid from other sources known to the institution.
6	What students are included in Group 3? Group 3 students include all full-time, first-time degree/certificate-seeking undergraduates who were awarded grant or scholarship aid from the following sources: Federal government State/local government Institution For public institutions, include only those students who paid the lower of in-state or in-district rate. For program reporters, include only those students enrolled in the institution's largest program. Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid, such as loans.
7	What students are included in Group 4? Group 4 students include all full-time, first-time degree/certificate-seeking undergraduates who were awarded any Title IV aid. Title IV federal student aid includes the following: Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Teacher Education Assistance for College and Higher Education (TEACH) Grant Federal Work Study (FWS) Subsidized and Unsubsidized Direct Loan programs Note: Report 100% of student FSEOG and FWS award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG and FWS award amounts should not exceed program amounts budgeted for the award year. That is, if the institution’s packaging policy includes an over-awarding strategy to account for attrition to make sure all funds are expended, exclude these amounts from award amounts reported to IPEDS. For e institutions, include only those students who paid the lower of in-state or in-district tuition rate. For program reporters, include only those students enrolled in the institution's largest program.
Financial Aid
1	Should veterans education benefits be reported? For the portion of SFA (Parts A through E Section 1) that requires Title IV institutions to report on undergraduate students receiving financial aid: Veterans’ education benefits should not be reported as financial aid in SFA. The Higher Education Opportunity Act of 2008 (HEOA) removed veterans’ education benefits from “estimated financial assistance,” effective July 1, 2010. A later technical corrections bill (H.R. 1777) updated the list of programs that meet the definition of "veterans' education benefits" in section 480(c) of the Higher Education Act (HEA) and moved the effective date of the exclusion to July 1, 2009 (beginning with the 2009-10 award year). However, the institutional aid from Yellow Ribbon program should be reported under institutional aid. See how to report the Yellow Ribbon aid in FAQ. For more information about the Department's Guidance on Federal Veterans’ Education Benefits for Purposes of the Title IV Student Assistance Programs, please visit https://ifap.ed.gov/electronic-announcements/08-13-2009-general-subject-guidance-federal-veterans-education-benefits. For the portion of SFA (Section 2) that requires institutions to report on students who received military or veteran benefits: Educational benefits from the Department of Defense's Military Tuition Assistance or Department of Veteran Affairs' Post-9/11 GI Bill should be reported in SFA.
2	How should I report post-9/11 "Yellow Ribbon" benefits? The Post-9/11 GI Bill program includes a 'Yellow Ribbon' program, which is comprised of matching funds provided by the government and the institution. The institutional part of this aid should be reported in the SFA component (Section 1) as aid to the undergraduate student. Yellow Ribbon benefits provided from the VA should NOT be included when reporting to the portion of SFA (Section 1) on Title IV institutions that enroll full-time, first-time degree/certificate seeking undergraduate students. However, both Post-9/11 GI Bill and Yellow Ribbon beneficiaries and federal dollar amounts should be reported to the military/veteran question of SFA (Section 2). This portion of SFA requires all institutions that enroll students with Post-9/11 GI Bill and/or Tuition Assistance educational benefits to provide the number of beneficiaries and total dollar amounts.
3	The SFA survey indicates that the maximum amount of Department of Defense (DOD) Tuition Assistance (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: 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 of aid includes all Title IV federal student programs such as Subsidized Direct Loan 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 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): Use the FISAP Total Income (FTI), one of the intermediate computed values on the Student Aid Record (SAR) or ISIR (Institutional Student Information Record), to determine the proper cell for each student. For dependent students, FTI is the sum of Total Income (TI) and Student’s Total Income (STI). For independent students, the FTI will equal the TI. Remember, extract this information only from the SARs/ISIRs of students who actually enrolled in your school. You might need to correct or adjust a student’s income information and recalculate the EFC. If so, you must use that corrected or adjusted information when determining the proper income cell for a student. In such a case, to determine the income cell for a dependent student, you must use the student’s and parents’ base year incomes, as reported on the SAR/ISIR.
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.

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