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

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

Student Financial Aid Package 2023-24 v32

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

OMB: 1850-0582

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Integrated Postsecondary Education Data System (IPEDS) 2023-24





Student Financial Aid (SFA)







OMB No. 1850-0582 v.32















Submitted by:

National Center for Education Statistics (NCES)

Institute of Education Sciences

U.S. Department of Education



February 2022

revised July 2023

revised September 2023

Student Financial Aid Package 2023-24 Data Collection







Changes for 2023-24 (since approved Change Memo)

General

Throughout

Removed references to cross-over periods. The intent of the additional instruction was to clarify for data reporters, however, it created confusion because of relation to award years.

General FAQ #2

Removed references to award years and reverted to FAQ from the last collection. This change was made to clarify, however, institutions reached out in confusion and thought that this represented a major change for data reporters.

Program Reporters Form

Part A

Added instruction ‘enrolled in the institution’s largest program’ back to Part A. This was never supposed to be removed.



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

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


2023-24 collection

2024-25 collection

Section 2

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


Report for Post-9/11 GI Bill Benefits: July 1, 2023 - June 30, 2024

Report for Department of Defense Tuition Assistance Program: October 1, 2023 - September 30, 2024


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

Overview

IPEDS Student Financial Aid Component Overview – Academic Reporters

Welcome to the Student Financial Aid (SFA) 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 period corresponding with the IPEDS survey component, even if such reporting is seemingly inconsistent with prior-year reporting.

  • Undergraduate Student Counts

You will be asked to report information for:

    • 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

  • 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 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 Student Counts


Instructions:

In the fields below, report the number of students enrolled in Fall 2022.


Reporting Reminders:

  • Part A establishes student counts.

  • The numbers on this screen 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

02

All undergraduate students

Editable Preload, EF

Prior year value

03



All degree/certificate-seeking undergraduate students

Of those on line 02, those who are degree/certificate-seeking

Editable Preload, EF

Prior year value

04



Of those on line 02, those who are non-degree/certificate-seeking (Line 02 – Line 03)

Editable calculated value

Prior year value

05

All full-time, first-time degree certificate-seeking undergraduate students

Of those on Line 03, those who are full-time, first-time

Editable Preload, EF

Prior year value

06


Of those on Line 05, those 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


Of those on Line 05, those 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

08

Of those on Line 05, 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

Of those on Line 05, 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 Student Counts and Financial Aid Award Amounts


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

Information from Part A

Fall 2022

All undergraduate students

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

Carried forward

Degree/certificate-seeking undergraduate students

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

Carried forward

Non-degree/certificate-seeking undergraduate students

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

Carried forward

In the fields below, report the student counts and the total amount of aid awarded for each aid type and student category.

Aid Type

2022-23

All undergraduate students

All degree/certificate-seeking undergraduate

All non-degree/certificate-seeking undergraduate

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

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

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

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

Number of students awarded aid

(Col. 1 – Col. 5)

Percentage of students receiving aid

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

Average amount of aid awarded


Col. 1

Col. 2

Col. 3

Col. 4

Col. 5

Col. 6

Col. 7

Col. 8

Col. 9

Col. 10

Col. 11

Col. 12


01

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

Reported value

Calculated value

Reported value

Calculated value

Reported value

Calculated value

Reported value

Calculated value

Calculated value

Calculated value

Calculated value

Calculated value


02

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 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 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 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]


  • 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


Information from Part A

Fall 2022

Full-time, first-time degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 05)

Carried forward

  • (This number is carried forward from Part A, Line 06) Full-time, first-time degree/certificate-seeking undergraduate students 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

  • (This number is carried forward from Part A, Line 07) Full-time, first-time degree/certificate-seeking undergraduate students awarded:

  • Loans to students

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

Carried forward

(This number is carried forward from Part A, Line 08)

  • 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 full-time, first-time degree/certificate-seeking undergraduate students and the total amount of aid awarded for each type of aid. Enter unduplicated student counts within 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 FTFT students awarded aid

Percentage of FTFT students awarded aid

Total amount of aid awarded to FTFT students

Average amount of aid awarded to FTFT students

Average amount of aid awarded to 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

Federal Pell Grants

Reported value

Calculated value

Reported value

Calculated value

Prior year value

04

Other federal grant and scholarship aid

Reported value

Calculated value

Reported value

Calculated value

Prior year value

05

State/local government grant or scholarship aid

(includes fellowships/tuition waivers/exemptions)

Reported value

Calculated value

Reported value

Calculated value

Prior year value

06

Institutional grant or scholarship aid

(includes fellowships/tuition waivers/exemptions)

Reported value

Calculated value

Reported value

Calculated value

Prior year value

07

Loans to students

Reported value

Calculated value

Calculated value

Calculated value

Prior year value

08

Federal loans to students

Reported value

Calculated value

Reported value

Calculated value

Prior year value

09

Other loans to students (including private loans)

Reported value

Calculated value

Reported value

Calculated value

Prior year value


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

Shape1





Section 1: Comparison Chart

Comparison Chart


Reporting Reminders:

  • Based on the information reported on the previous screens for all undergraduates) students and full-time, first-time degree/certificate-seeking undergraduate students, this comparison chart seeks to help institutions check their reported data. Assuming the information reported is correct, the calculated fields for ‘All Other Undergraduate students’ should be the balance. 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 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 all other degree/certificate undergraduate students and all non-degree/certificate undergraduate students will appear in the IPEDS Data Center for data users, but not in College Navigator.


Fall 2023

Academic year

2022 – 23

Academic year

2022 – 23


Number of students

Federal Pell Grants

Federal Student Loans

01

All degree/certificate seeking undergraduate students

Carried forward

Carried forward

Carried forward

02

Number of students awarded aid

Carried forward

Carried forward

Carried forward

03

Percentage 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 undergraduate students

Carried forward

Carried forward

Carried forward

07

Number of students awarded aid

Carried forward

Carried forward

Carried forward

08

Percentage 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 awarded aid

Carried forward

Carried forward

Carried forward

13

Percentage 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 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 review the amounts 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.), all information must be reported.

  • Estimates of expenses for books and supplies, 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 numbers to ensure the data is correct.


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:

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

Food and housing, and other

Expenses

CV

CV

CV

Off-campus (not with family):

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

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 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:

  • 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 awarded only grant or scholarship aid from private or other sources, or students 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


In the fields below, report the number of full-time, first-time degree/certificate-seeking undergraduate students paying the lower of in-state or in-district tuition rate awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students. Do not include HEERF grants.

Information from Part A:

YOUR PRIOR YEAR DATA

YOUR PRIOR YEAR DATA

YOUR CURRENT YEAR DATA

2020-21

2021-22

2022-23

01

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

(This number is carried forward from Part A, Line 08)

Prior year value

Prior year value

Carried forward


Report the number of these 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


On-campus

Editable prior year value

Editable prior year value

Reported value

03


Off-campus (with family)

Editable prior year value

Editable prior year value

Reported value

04


Off-campus (not with family)

Editable prior year value

Editable prior year value

Reported value

05


Unknown (calculated)

This value is calculated using the following formula:

Line 01 – (Line 02 + Line 03 + Line 04)

Calculated value

Calculated value

Calculated value

06

Report the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students. Do not include HEERF grants.

Editable prior year value

Editable prior year value

Reported value

07

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to full-time, first-time degree/certificate undergraduate students (calculated value). This value is calculated using the following formula: 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).


Shape2


Section 1: Part E

Part E – Enter Information about 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:

  • 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

In the fields below, report the number of these full-time, first-time undergraduate degree/certificate seeking students with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students by income level.


Information from Part A:

YOUR PRIOR YEAR DATA

YOUR PRIOR YEAR DATA

YOUR CURRENT YEAR DATA

2020-21

2021-22

2022-23

01

Full-time, first-time degree/certificate-seeking undergraduate students (paying the lower of in-state or in-district tuition rate for public institutions) who were awarded any Title IV federal student aid (This number is carried forward from Part A, Line 09)

Report the number of 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


On-campus

Editable prior year value

Editable prior year value

Reported value

03


Off-campus (with family)

Editable prior year value

Editable prior year value

Reported value

04


Off-campus (not with family)

Editable prior year value

Editable prior year value

Reported value

05


Unknown (calculated)

This value is calculated using the following formula:

[Line 01 – (Line 02 + Line 03 + Line 04)]

Calculated value

Calculated value

Calculated value





Full-Time, First-Time Degree/Certificate Undergraduates Awarded Title IV Aid


Number of students awarded any Title IV aid

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

For those in Column 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 students in Column 2


2020-21



Col. 1

Col. 2

Col. 3

Col. 4



Income level


01


$0-30,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


02


$30,001-48,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


03


$48,001-75,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


04


$75,001-110,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


05


$110,001 and more

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


06


Total all income levels

Calculated value

Calculated value

Calculated value

Calculated value



Number of students awarded any Title IV aid

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

For those in Column 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 students in Column 2


2021-22



Col. 1

Col. 2

Col. 3

Col. 4



Income level


01


$0-30,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


02


$30,001-48,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


03


$48,001-75,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


04


$75,001-110,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


05


$110,001 and more

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


06


Total all income levels

Calculated value

Calculated value

Calculated value

Calculated value



Number of students awarded any Title IV aid

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

For those in Column 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 students in Column 2

2022-23


Col. 1

Col. 2

Col. 3

Col. 4


Income level

01


$0-30,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

02


$30,001-48,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

03


$48,001-75,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

04


$75,001-110,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

05


$110,001 and more

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

06


Total all income levels

Calculated value

Calculated value

Calculated value

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 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 and 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.

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

Food and 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 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 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+F05]

Calculated value

Calculated value

Calculated value

07

Average amount of grant or scholarship aid awarded to these 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 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, 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 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 and 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.


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

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

Number of 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 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+G11]

Calculated value

Calculated value

Calculated value

07


Average amount of grant or scholarship aid awarded to these 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 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, 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).


Shape3





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 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.

  • 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.

  • Do not leave a cell blank. Enter zero (0) if your institution did not have recipients for the financial assistance program or program level.


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 period corresponding with the IPEDS survey component, even if such reporting is seemingly inconsistent with prior-year reporting.

  • Undergraduate Student Counts

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

    • Group 1: All undergraduate students

    • Full-time, first-time degree/certificate-seeking undergraduate students (FTFT)

    • 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.

    • 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 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 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 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.


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

02

All undergraduate students

Editable Preload, EF

Prior year value

03



All degree/certificate-seeking undergraduate students

Of those on line 02, those who are degree/certificate-seeking

Editable Preload, EF

Prior year value

04



Of those on line 02, those who are non-degree/certificate-seeking (Line 02 – Line 03)

Editable calculated value

Prior year value

05

All full-time, first-time degree certificate-seeking undergraduate students

Of those on Line 03, those who are full-time, first-time

Editable Preload, EF

Prior year value

06


Of those on Line 05, those 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


Of those on Line 05, those 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

08

Of those on Line 05, those enrolled in the institution’s largest program paying the lower of in-state or in-district tuition rate for public institutions awarded grant or scholarship aid from the federal government, state/local government, or the institution

Reported value

Prior year value

09

Of those on Line 05, those enrolled in the institution’s largest program paying the lower of in-state or in-district tuition rate for public institutions 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


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:

  • 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

Information from Part A

July 1, 2022 – June 30, 2023

All undergraduate students

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

Carried forward

Degree/certificate-seeking undergraduate students

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

Carried forward

Non-degree/certificate-seeking undergraduate students

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

Carried forward

In the fields below, report the student counts and the total amount of aid awarded for each aid type and student category.

Aid Type

July 1, 2022 to June 30, 2023

All undergraduate students

All degree/certificate-seeking undergraduate

All non-degree/certificate-seeking undergraduate

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

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

Number of students awarded aid

Percentage of students receiving aid

Total amount of aid awarded

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

Number of students awarded aid

(Col. 1 – Col. 5)

Percentage of students receiving aid

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

Average amount of aid awarded


Col. 1

Col. 2

Col. 3

Col. 4

Col. 5

Col. 6

Col. 7

Col. 8

Col. 9

Col. 10

Col. 11

Col. 12


01

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

Reported value

Calculated value

Reported value

Calculated value

Reported value

Calculated value

Reported value

Calculated value

Calculated value

Calculated value

Calculated value

Calculated value


02

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 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 2

Part C, Page 2 - Enter Information about 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]


  • 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

Information from Part A

July 1, 2022 – June 30, 2023

Full-time, first-time degree/certificate-seeking undergraduate students (This number is carried forward from Part A, Line 05)

Carried forward

  • (This number is carried forward from Part A, Line 06) Full-time, first-time degree/certificate-seeking undergraduate students 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

  • (This number is carried forward from Part A, Line 07) Full-time, first-time degree/certificate-seeking undergraduate students awarded:

  • Loans to students

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

Carried forward

(This number is carried forward from Part A, Line 08)

  • Full-time, first-time degree/certificate-seeking undergraduate students paying the lower of in-state or in-district tuition rate for public institutions 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 full-time, first-time degree/certificate-seeking undergraduate students and the total amount of aid awarded for each 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 FTFT students awarded aid

Percentage of FTFT students awarded aid

Total amount of aid awarded to FTFT students

Average amount of aid awarded to FTFT students

Average amount of aid awarded to 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

Federal Pell Grants

Reported value

Calculated value

Reported value

Calculated value

Prior year value

04

Other federal grant and scholarship aid

Reported value

Calculated value

Reported value

Calculated value

Prior year value

05

State/local government grant or scholarship aid

(includes fellowships/tuition waivers/exemptions)

Reported value

Calculated value

Reported value

Calculated value

Prior year value

06

Institutional grant or scholarship aid

(includes fellowships/tuition waivers/exemptions)

Reported value

Calculated value

Reported value

Calculated value

Prior year value

07

Loans to students

Reported value

Calculated value

Calculated value

Calculated value

Prior year value

08

Federal loans to students

Reported value

Calculated value

Reported value

Calculated value

Prior year value

09

Other loans to students (including private loans)

Reported value

Calculated value

Reported value

Calculated value

Prior year value



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


Shape4









Section 1: Comparison Chart

Comparison Chart


Reporting Reminders:

  • Based on the information reported on the previous screens for all undergraduates) students and full-time, first-time degree/certificate-seeking undergraduate students, this comparison chart seeks to help institutions check their reported data. Assuming the information reported is correct, the calculated fields for ‘All Other Undergraduate students’ should be the balance. 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 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 all other degree/certificate- seeking undergraduate students and all non-degree/certificate-seeking undergraduate students will appear in the IPEDS Data Center for data users, but not in College Navigator.



July 1, 2022 – June 30, 2023

Academic year

2022 – 23

Academic year

2022 – 23


Number of students

Federal Pell Grants

Federal Student Loans

01

All degree/certificate-seeking undergraduate students

Carried forward

Carried forward

Carried forward

02

Number of students awarded aid

Carried forward

Carried forward

Carried forward

03

Percentage 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 undergraduate students

Carried forward

Carried forward

Carried forward

07

Number of students awarded aid

Carried forward

Carried forward

Carried forward

08

Percentage 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 awarded aid

Carried forward

Carried forward

Carried forward

13

Percentage 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 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:

Food and housing for 1 month

Editable prior year value

Editable prior year value

Editable preload, IC

Other expenses for 1 month

Editable prior year value

Editable prior year value

Editable preload, IC

Food and housing, and other

Expenses for 1 month

Calculated value

Calculated value

Calculated value

Off-campus (not with family):

Food and housing for 1 month

Editable prior year value

Editable prior year value

Editable preload, IC

Other expenses for 1 month

Editable prior year value

Editable prior year value

Editable preload, IC

Food and housing, and other

Expenses for 1 month

Calculated value

Calculated value

Calculated value

Off-campus (with family):

Other expenses for 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:

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



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 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]


  • 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) awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

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

  • In the fields below, report the number of 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

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) 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)

Prior year value

Prior year value

Carried forward


Report the number of these students with the following living arrangements:


YOUR PRIOR YEAR DATA


2020-21

2021-22

2022-23

02


On-campus

Editable prior year value

Editable prior year value

Reported value

03


Off-campus (with family)

Editable prior year value

Editable prior year value

Reported value

04


Off-campus (not with family)

Editable prior year value

Editable prior year value

Reported value

05


Unknown (calculated)

This value is calculated using the following formula:

Line 01 – (Line 02 + Line 03 + Line 04)

Calculated value

Calculated value

Calculated value

06

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

Editable prior year value

Editable prior year value

Reported value

07

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

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Section 1: Part E

Part E – Enter Information about 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:

  • 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

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

Largest Program Information from the IPEDS Institutional Characteristics Survey component

2022-23


CIP Code

Preloaded value


Title

Preloaded value

Information from Part A:

YOUR PRIOR YEAR DATA

YOUR PRIOR YEAR DATA


2020-21

2021-22

2022-23

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

(This number is carried forward from Part A, Line 08)

Editable prior year value

Editable prior year value

Carried forward


Report the number of these students with the following living arrangements:

YOUR PRIOR

YEAR DATA

YOUR PRIOR YEAR DATA


2020-21

2021-22

2022-23

01


On-campus

Editable prior year value

Editable prior year value

Reported value

02


Off-campus (with family)

Editable prior year value

Editable prior year value

Reported value

03


Off-campus (not with family)

Editable prior year value

Editable prior year value

Reported value

04


Unknown (calculated)

This value is calculated using the following formula:


Calculated value

Calculated value

Calculated value






Number of students awarded any Title IV aid

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

For those in Column 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 students in Column 2


2020-21



Col. 1

Col. 2

Col. 3

Col. 4



Income level


06


$0-30,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


07


$30,001-48,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


08


$48,001-75,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


09


$75,001-110,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


10


$110,001 and more

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


11


Total all income levels

Calculated value

Calculated value

Calculated value

Calculated value



Number of students awarded any Title IV aid

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

For those in Column 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 students in Column 2


2021-22



Col. 1

Col. 2

Col. 3

Col. 4



Income level


12


$0-30,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


13


$30,001-48,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


14


$48,001-75,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


15


$75,001-110,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


16


$110,001 and more

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value


17


Total all income levels

Calculated value

Calculated value

Calculated value

Calculated value



Number of students awarded any Title IV aid

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

For those in Column 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 students in Column 2

2022-23


Col. 1

Col. 2

Col. 3

Col. 4


Income level

18


$0-30,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

19


$30,001-48,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

20


$48,001-75,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

21


$75,001-110,000

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

22


$110,001 and more

Editable prior year value

Editable prior year value

Editable prior year value

Calculated value

23


Total all income levels

Calculated value

Calculated value

Calculated value

Calculated value


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


Section 1: Part F

Part F – Net Price Calculation for 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



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

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 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 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]

Calculated value

Calculated value

Calculated value

07


Average amount of grant or scholarship aid awarded to these 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 students

This value is calculated using the following formula: [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).


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Section 1: Part G

Part G – Net Price Calculation for 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


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

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 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+ G10)

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 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.


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).

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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 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.

  • 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.


  • Do not leave a cell blank. Enter zero (0) if your institution did not have recipients for the financial assistance program or program level.


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

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.

Interactive Edits and Error Messages

SFA contains interactive edits 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 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).



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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 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.

  • 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.

  • Do not leave a cell blank. Enter zero (0) if your institution did not have recipients for the financial assistance program or program level.


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. Student Financial Aid - Undergraduate Students

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 Student Counts

Part B - Financial Aid About All undergraduate students

Part C - Enter Financial Aid About Full-time, first-time (FTFT) degree/certificate-seeking undergraduate students

Part D - Enter Financial Aid About 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 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 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 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 of undergraduate students 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 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 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 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 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:

    • All undergraduate students

    • Full-time, first-time degree/certificate-seeking undergraduate students (FTFT) who paid in-district, in-state, and out-of-state tuition, if applicable

    • 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

    • 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) and 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.


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 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 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 Student Counts

Part A establishes student counts. 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 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. 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.


Line

Description

02.

All undergraduate students (Editable Preload, EF)

Report the number of all undergraduate students 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.

All degree/certificate-seeking undergraduate students (Editable Preload, EF)

Of those on line 02, those who are degree/certificate-seeking


Report the number of degree/certificate-seeking undergraduate students 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..

All non-degree/certificate-seeking undergraduate students (Editable Preload, EF)

Of those on Line 02 (all undergraduate students), those who are non-degree/certificate-seeking


Report the number of non-degree/certificate-seeking undergraduate students 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.

All full-time, first-time degree certificate-seeking undergraduate students (Editable Preload, EF)

Of those on Line 02, those who are full-time, first-time


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

06.

Of the full-time, first-time degree certificate-seeking undergraduate students on Line 05), those 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).


07.

Of the full-time, first-time degree certificate-seeking undergraduate students on Line 05, those 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.


08.

Of the full-time, first-time degree certificate-seeking undergraduate students on Line 05, those awarded grant or scholarship aid from the (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. Do not include students awarded aid only from other sources only.

09.

Of the full-time, first-time degree certificate-seeking undergraduate students on Line 04), those 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 awarded any Title IV federal student aid (i.e., report students awarded Title IV federal grant aid, 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 award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG 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 amounts from award amounts reported to IPEDS.



Part B - Financial Aid About All Undergraduate Students

This part collects information about the number of undergraduate students enrolled in the prior fall and the total amounts of aid they were awarded by different aid categories. enrolled in the prior fall.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should be included for 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 for the 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










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 students in each category and the total amount of aid awarded.

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)

Number of all undergraduate students awarded this type of aid. (Reported value)



Percentage of all undergraduate students awarded this type of aid (Calculated value)

Total dollar amount of this type of aid awarded to all undergraduate students. (Reported value)

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

Number of degree/certificate-seeking undergraduate students awarded this type of aid. (Reported value)


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

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


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

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


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

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


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

02

Federal Pell Grants

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













03

Federal loans to students

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



Part C, Page 1 - Enter Financial Aid About full-time, first-time degree/certificate-seeking undergraduate students [Only applicable to institutions with varied tuition]


This part collects information about the number of full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall paying different tuition rates.


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.







Line

Description

01

Full-time, first-time degree/certificate-seeking undergraduate students (Carried forward)

02

Column 1. Number of students on Line 01 paying the in-district tuition rate. (Reported value)

Column 2. Percentage of students on Line 01 paying the in-district tuition rate. (Calculated value).

03


Column 1. Number of students on Line 01 paying the in-state tuition rate. (Reported value)

Column 2. Percentage of students on Line 01 paying the in-state tuition rate. (Calculated value).

04


Column 1. Number of students on Line 01 paying the out-of-state tuition rate. (Reported value)

Column 2. Percentage of students on Line 01 paying the out-of-state tuition rate. (Calculated value).

05


Column 1. Number of students on Line 01 whose tuition rate is unknown (Calculated value). This value is calculated using the following formula: Line 01 – (Line 02 + Line 03 + Line 04)


Column 2. Percentage of students on Line 01 whose tuition rate is unknown. (Calculated value)




Part C, Page 2 - Enter Financial Aid About 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 collects information about the number of full-time, first-time degree/certificate-seeking undergraduate students and the total amounts of aid awarded by different aid types. For academic reporters, this includes full-time, first-time degree/certificate seeking undergraduate students enrolled in the prior Fall.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should be included for 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

    • 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 the prior academic year


Information from Part A:

Prior Fall

Full-time, first-time degree/certificate-seeking undergraduate students

Carried forward from Part A Line 05

  • Full-time, first-time degree/certificate-seeking undergraduate students 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


  • Full-time, first-time degree/certificate-seeking undergraduate students 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


  • 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 overall category. However, the total number of students reported for each subcategory cannot exceed the sum of all aid types in the subcategory. (For example, the number of students awarded federal grants cannot exceed the sum of the number of students awarded Federal Pell Grants and the number awarded other federal grants). In addition, the total number of students reported for an aid type must be less than or equal to the largest value reported in the subcategory.



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.


Line

Description

01

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

Column 1. Number of FTFTGDCS students awarded one or more grant or scholarship 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 on Lines 02 through 06, that student should only be counted once for Line 01. Do not include students awarded only grants or scholarships from private sources (e.g., Rotary Club Scholarship).

Column 2. Percentage of FTFTGDCS students awarded one or more grant or scholarship aid from the federal government, state/local government, or the institution. (Calculated value)

Column 3. Total dollar amount [(Line 02, Column 3) + (Line 05, Column 3) + (Line 06, Column 3)]. (Calculated value)

Column 4. Average amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to FTFTGDCS students. (Calculated value)



02

Federal grant and scholarship aid

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

Column 1. Number of FTFTGDCS students awarded federal grant and scholarship aid federal. (Reported value)

This includes Federal Pell Grants and other federal grants and scholarships. If a student appears in more than one category of aid in Lines 03 or 04, 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, Column 1 or Line 04, Column 1. In addition, this number cannot exceed the sum of [(Line 03, Column 1) + (Line 04, Column 1)].

Column 2. Percentage of FTFTGDCS students awarded federal grant and scholarship aid. (Calculated value)

Column 3. Total dollar amount [(Line 03, Column 3) + (Line 04, Column 3)]. (Calculated value)

Column 4. Average amount of grants from the federal government awarded to FTFTGDCS students. (Calculated value)

03


Federal Pell grants

Column 1. Number of FTFTGDCS students awarded a Federal Pell Grant. (Reported value)

Column 2. Percentage of FTFTGDCS students awarded a Federal Pell Grant. (Calculated value)

Column 3. Total dollar amount of all Federal Pell Grants awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of Federal Pell Grants awarded to FTFTGDCS students. (Calculated value)

04

Other federal grant and scholarship aid

Column 1. Number of FTFTGDCS students awarded other federal grant and scholarship aid (include Title IV grant aid other than a Pell grant). (Reported value)

Column 2. Percentage of FTFTGDCS students awarded other federal grant and scholarship aid. (Calculated value)

Column 3. Total dollar amount of all other federal grant and scholarship aid awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of other federal grant and scholarship aid awarded to FTFTGDCS students. (Calculated value)

05

State/local government grant or scholarship aid (grants/scholarships/waivers)

Column 1. Number of FTFTGDCS students 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. Percentage of FTFTGDCS students awarded grant or scholarships aid from a state/local government. (Calculated value)

Column 3. Total dollar amount of all grant or scholarship aid from a state/local government awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of grant or scholarship aid from a state/local government awarded to FTFTGDCS students. (Calculated value)

06

Institutional grant or scholarship aid (scholarships/fellowships)

Column 1. Number of FTFTGDCS students 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. Percentage of FTFTGDCS students awarded grant or scholarship aid from the institution. (Calculated value)

Column 3. Total dollar amount of all grants or scholarship aid from the institution awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of grant or scholarship aid from the institution awarded to FTFTGDCS students. (Calculated value)

07

Loans to students

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

Column 1. Number of FTFTGDCS students 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 11 or 12, that student should only be counted once for Line 10. Note that this number should be at least as large as the largest number reported in Line 11, Column 1 or Line 12, Column 1. In addition, this number cannot exceed the sum of [(Line 11, Column 1) + (Line 12, Column 1)].

Column 2. Percentage of FTFTGDCS students awarded one or more loans to students. (Calculated value)

Column 3. Total dollar amount [(Line 11, Column 3) + (Line 12, Column 3)]. (Calculated value)

Column 4. Average amount of loans to students awarded to FTFTGDCS students. (Calculated value)

08.

Federal loans to students

Column 1. Number of FTFTGDCS students 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. Percentage of FTFTGDCS students awarded one or more loans to students from the federal government. (Calculated value)

Column 3. Total dollar amount of all loans to students from the federal government awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of loans to students from the federal government awarded to FTFTGDCS students. (Calculated value)



09.

Other loans to students

Column 1. Number of FTFTGDCS students 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. Percentage of FTFTGDCS students awarded one or more loans to students from sources other than the federal government. (Calculated value)

Column 3. Total dollar amount of all loans to students from sources other than the federal government awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of loans to students from sources other than the federal government awarded to FTFTGDCS students. (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, 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 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 [Instruction ‘paying the lower of in-state or in-district tuition rate’ applicable to public institutions reporting varying tuition only]


This part collects information used to estimate the average net price for these students in Part F.


Students awarded only grant or scholarship aid from private or other sources, 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 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 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) awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution

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

Information from Part A:

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA


2020-21

2021-22

2022-23

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

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 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. 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 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.


Line

Description

01

Full-time, first-time degree/certificate-seeking undergraduate students awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. (Carried forward)

02

On-campus. Number of these students who lived on-campus. (Reported value)

03


Off-campus (with family). Number of these students who lived off-campus with their parents or guardians. (Reported value)

04


Off-campus (not with family). Number of these students who lived off-campus not with their parents or guardians. (Reported value)

05


Unknown (Calculated value). Line 01 – (Line 02 + Line 03 + Line 04) Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.

06


t Total dollar amount of grants and scholarship aid from the federal government, state/local government, or the institution awarded to these students. (Reported value) Exclude grant or scholarship aid from private sources (e.g., Rotary Club Scholarship) and exclude all loan aid.

07


Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students (Calculated value)

Line 06/Line 01. This amount will be used in Part F to calculate net price.


Part E - Enter Financial Aid About Full-time, first-time degree/certificate-seeking undergraduate students 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 collects information used to estimate the average net price for these students in Part G.


Students 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 award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG 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 amounts from award amounts reported to IPEDS.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should NOT be included for 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

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


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 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. 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 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 full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid with each type of living arrangement.


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) awarded any Title IV federal student aid (Carried forward)

02 – 04


Report the number of these students with the following living arrangements:

On-campus. Number of these students who lived on-campus. (Reported value) Off-campus (with family). Number of these students who lived off-campus with their parents or guardians. (Reported value)

Off-campus (not with family). Number of these students who lived off-campus not with their parents or guardians. (Reported value)

05


Unknown (Calculated value). Line 01 – (Line 02 + Line 03 + Line 04) Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.


For each income category, report the number of full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid (column 1); the number of these students 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 the students in column 2 by income level (column 3).




The income categories and prior year values reported for the previous two years are preloaded. Prior year values can be edited.

Line

Description

01 $0–30,000

02 $30,001–48,00003 $48,001–75,00004 $75,001–110,00005 $110,001 and more

Column 1. Number of students at this income level awarded any Title IV aid (Reported value).


Column 2. Number of students at this income level awarded any grant or scholarship aid from the federal government, state/local government, or the institution (Reported value).


Column 3. Total amount of grant or scholarship aid awarded to students in Column 2 at this income level from the following sources: federal government, state/local government, or the institution (Reported value).


Column 4. Average dollar amount of grant or scholarship aid awarded to students in Column 2 at this income level from the federal government, state/local government, or the institution (Calculated value).


06 Total all income levels

Column 1. Total number of Group 4 students awarded any Title IV aid (Calculated value).


Column 2. The total number of Group 4 students awarded any grant or scholarship aid from the federal government, state/local government, or the institution (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 (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 (Calculated value).



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 summarizes the information used to estimate the average net price for full-time, first-time degree/certificate-seeking undergraduate students awarded grant or scholarship aid from the federal government, state/local government, or the institution.


For public institutions with varied tuition, include 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 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 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 food and housing, and other expenses (Lines 03-05). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics survey component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.


The source or calculation for each line is described here.

Line

Description

01

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

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


02

Books and supplies (Carried forward)

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

03 – 05

Food and housing, and other expenses by living arrangement (Carried forward)

The cost for 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

Number of these students by living arrangement (Carried forward)

These numbers are carried forward from Part D, Lines 01 through 04.


10

Weighted average by living arrangement (excluding unknown values) for food and housing, and other expenses (Calculated value)

This value is generated by determining the average food and housing, and other expenses (Lines 03 through 05) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula:

[(Line 03*(Line 06/ (Line 06 +Line 07 +Line 08))] + [Line 04 *(Line 07 / (Line 06 +Line 07 +Line 08))] + [Line 08*(Line 08 / (Line 06 +Line 07 +Line 08))]


11

Total cost of attendance (Calculated value)

This value is calculated using the following formula: Line 01 + Line 02 + Line 10.


12

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students (Carried forward)

This value is carried forward from Part D, Line 06.


13

Average institutional net price for these students (Calculated value)

The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall 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. The average net price for 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 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 Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid.


For public institutions with varied tuition, include 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 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 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 food and housing, and other expenses (Line 10). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics survey component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.


The source or calculation for each line is described here.

Line

Description

01

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

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

02

Books and supplies (Carried forward)

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

03 – 05

Food and housing, and other expenses by living arrangement (Carried forward)

The cost for 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

Number of 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.


10

Weighted average by living arrangement (excluding unknown values) for food and housing, and other expenses (Calculated value)


This value is generated by determining the average food and housing, and other expenses (Lines 03 through 05) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula:

[Line 03*(Line 06/ (Line 06+Line 07+Line 08)] + [Line 04*(Line 07/ (Line 06+Line 07+Line 08)] + [Line 05*(Line 08/ (Line 06+Line 07+Line 08)]


11

Total cost of attendance (Calculated value)

This value is calculated using the following formula: Line 01 + Line 02 + Line 10.


12 – 18

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to 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, Column 4 for each income level.


19 – 24

Average institutional net price for 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 awarded Title IV federal student aid is calculated for you. These values are calculated for each income level using the following formula: Line 11 – Line 17. The average net price for 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. 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.



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. Student Financial Aid - Undergraduate Students

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 Student Counts

Part B - Financial Aid About All undergraduate students

Part C - Enter Financial Aid About Full-time, first-time (FTFT) degree/certificate-seeking undergraduate students

Part D - Enter Financial Aid About 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 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 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 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 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 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 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 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 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:

    • All undergraduate students

    • Full-time, first-time degree/certificate-seeking undergraduate students (FTFT) who paid in-district, in-state, and out-of-state tuition, if applicable

    • 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

    • 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), and 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.


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 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


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



Detailed Instructions

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


Part A - Establish Your Student Counts

Part A establishes student counts. 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 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. 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.


Line

Description

02.

All undergraduate students (Editable Preload, E12)

Report the number of all undergraduate students 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.

All degree/certificate-seeking undergraduate students (Editable Preload, E12)

Of those on line 02, those who are degree/certificate-seeking


Report the number of degree/certificate-seeking undergraduate students 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..

All non-degree/certificate-seeking undergraduate students (Editable Preload, E12)

Of those on Line 02 (all undergraduate students), those who are non-degree/certificate-seeking


Report the number of non-degree/certificate-seeking undergraduate students enrolled for the prior year 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 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.

All full-time, first-time degree certificate-seeking undergraduate students (Editable Preload, E12)

Of those on Line 02, 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.

Of the full-time, first-time degree certificate-seeking undergraduate students on Line 05), those 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).


07.

Of the full-time, first-time degree certificate-seeking undergraduate students on Line 05, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution. 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

08.

Of the full-time, first-time degree certificate-seeking undergraduate students on Line 05, those awarded grant or scholarship aid from the (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. Do not include students awarded aid only from other sources.

09.

Of the full-time, first-time degree certificate-seeking undergraduate students on Line 04), those 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 awarded any Title IV federal student aid (i.e., report students awarded Title IV federal grant aid, 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 award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG 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 amounts from award amounts reported to IPEDS.


Part B - Financial Aid About All undergraduate students

This part is intended to collect information about the number of undergraduate students enrolled in the prior academic year and the total amounts of aid awarded by different aid types.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should be included for 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 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 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 students in each category and the total amount of aid awarded.











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)

Number of all undergraduate students awarded this type of aid. (Reported value)

For



Percentage of all undergraduate students awarded this type of aid. (Calculated value)

Total dollar amount of this type of aid awarded to all undergraduate students. (Reported value)

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

Number of degree/certificate-seeking undergraduate students awarded this type of aid. (Reported value).

.

.

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

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


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


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


Percentage of non-degree/certificate-seeking undergraduate students who received this type of aid (Calculated value)


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


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

02

Federal Pell Grants

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

03

Federal loans to students

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






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 collects information about the number of full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who may be paying different tuition rates. 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.








Line

Description

01

Full-time, first-time degree/certificate-seeking undergraduate students (Carried forward)

02

Column 1. Number of students on Line 01 paying the in-district tuition rate. (Reported value)

Column 2. Percentage of students on Line 01 paying the in-district tuition rate. (Calculated value).

03


Column 1. Number of students on Line 01 paying the in-state tuition rate. (Reported value)

Column 2. Percentage of students on Line 01 paying the in-state tuition rate. (Calculated value).

04


Column 1. Number of students on Line 01 paying the out-of-state tuition rate. (Reported value)

Column 2. Percentage of students on Line 01 paying the out-of-state tuition rate. (Calculated value).

05


Column 1. Number of students on Line 01 whose tuition rate is unknown (Calculated value). This value is calculated using the following formula: Line 01 – (Line 02 + Line 03 + Line 04)


Column 2. Percentage of students on Line 01 whose tuition rate is unknown. (Calculated value)


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 full-time, first-time degree/certificate-seeking undergraduate students and the total amounts of aid awarded by different aid types. For program reporters, this includes 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 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

    • state/local government

    • 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


Information from Part A:

Prior academic year

Full-time, first-time degree/certificate-seeking undergraduate students

Carried forward from Part A Line 05


  • Full-time, first-time degree/certificate-seeking undergraduate students 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

  • Full-time, first-time degree/certificate-seeking undergraduate students 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

  • 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 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 overall category. However, the total number of students reported for each subcategory cannot exceed the sum of all aid types in the subcategory. (For example, the number of students awarded federal grants cannot exceed the sum of the number of students awarded Federal Pell Grants and the number awarded other federal grants). In addition, the total number of students reported for an aid type must be less than or equal to the largest value reported in the subcategory.



In the fields provided, report the number of full-time, first-time degree/certificate-seeking (FTFTDGCS) undergraduate students and the total amount of aid awarded for each type of aid.


Line

Description

01

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

Column 1. Number of FTFTGDCS students 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, that student should only be counted once for Line 01. Do not include students awarded only grants or scholarships from private sources (e.g., Rotary Club Scholarship).

Column 2. Percentage of FTFTGDCS students awarded one or more grants or scholarships from the federal government, state/local government, or the institution. (Calculated value)

Column 3. Total dollar amount [(Line 02, Column 3) + (Line 05, Column 3) + (Line 06, Column 3)]. (Calculated value)

Column 4. Average amount of grants or scholarships from the federal government, state/local government, or the institution awarded to FTFTGDCS students. (Calculated value)

02

Federal grant and scholarship aid

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

Column 1. Number of FTFTGDCS students awarded federal grant and scholarship aid. (Reported value)

This includes Federal Pell Grants and other federal grants and scholarships. If a student appears in more than one category of aid in Lines 03 or 04, 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, Column 1 or Line 04, Column 1. In addition, this number cannot exceed the sum of [(Line 03, Column 1) + (Line 04, Column 1)].

Column 2. Percentage of FTFTGDCS students awarded federal grant and scholarship aid. (Calculated value)

Column 3. Total dollar amount [(Line 03, Column 3) + (Line 04, Column 3)]. (Calculated value)

Column 4. Average amount of grants from the federal government awarded to FTFTGDCS students. (Calculated value)

03


Federal Pell grants

Column 1. Number of FTFTGDCS students awarded a Federal Pell Grant. (Reported value)

Column 2. Percentage of FTFTGDCS students awarded a Federal Pell Grant. (Calculated value)

Column 3. Total dollar amount of all Federal Pell Grants awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of Federal Pell Grants awarded to FTFTGDCS students. (Calculated value)

04


Other federal grant and scholarship aid

Column 1. Number of FTFTGDCS students awarded other federal grant and scholarship aid (include Title IV grant aid other than a Pell grant). (Reported value)

Column 2. Percentage of FTFTGDCS students awarded other federal grant and scholarship aid. (Calculated value)

Column 3. Total dollar amount of all other federal grant and scholarship aid awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of other federal grants and scholarship aid awarded to FTFTGDCS students. (Calculated value)

05

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

Column 1. Number of FTFTGDCS students 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. Percentage of FTFTGDCS students awarded grants or scholarships from a state/local government. (Calculated value)

Column 3. Total dollar amount of all grants or scholarships from a state/local government awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of grants or scholarships from a state/local government awarded to FTFTGDCS students. (Calculated value)

06

Institutional grants or scholarships (scholarships/fellowships)

Column 1. Number of FTFTGDCS students 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. Percentage of FTFTGDCS students awarded grants or scholarships from the institution. (Calculated value)

Column 3. Total dollar amount of all grants or scholarships from the institution awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of grants or scholarships from the institution awarded to FTFTGDCS students. (Calculated value)

07

Loans to students

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

Column 1. Number of FTFTGDCS students 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 11 or 12, that student should only be counted once for Line 10. Note that this number should be at least as large as the largest number reported in Line 11, Column 1 or Line 12, Column 1. In addition, this number cannot exceed the sum of [(Line 11, Column 1) + (Line 12, Column 1)].

Column 2. Percentage of FTFTGDCS students awarded one or more loans to students. (Calculated value)

Column 3. Total dollar amount [(Line 11, Column 3) + (Line 12, Column 3)]. (Calculated value)

Column 4. Average amount of loans to students awarded to FTFTGDCS students. (Calculated value)

08.

Federal loans to students

Column 1. Number of FTFTGDCS students 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. Percentage of FTFTGDCS students awarded one or more loans to students from the federal government. (Calculated value)

Column 3. Total dollar amount of all loans to students from the federal government awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of loans to students from the federal government awarded to FTFTGDCS students. (Calculated value)

09.

Other loans to students

Column 1. Number of FTFTGDCS students 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. Percentage of FTFTGDCS students awarded one or more loans to students from sources other than the federal government. (Calculated value)

Column 3. Total dollar amount of all loans to students from sources other than the federal government awarded to FTFTGDCS students. (Reported value)

Column 4. Average amount of loans to students from sources other than the federal government awarded to FTFTGDCS students. (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, 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 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 collects information used to estimate the average net price for these students in Part F.


Students awarded only grant or scholarship aid from private or other sources, 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 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 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 (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 awarded only grant or scholarship aid from private or other sources, awarded only non-grant aid, or awarded HEERF grants only.

  • 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 the prior academic year

Information from Part A:

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA


2020-21

2021-22

2022-23

Full-time, first-time degree/certificate-seeking undergraduate students enrolled during the prior academic year (program reporters) in your institution's largest program (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


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 full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior academic year (program reporters) in your institution's largest program (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. 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 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.


Line

Description

01

Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution’s largest program awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. (Carried forward)

02 – 04


Report the number of these students with the following living arrangements.

On-campus. Number of these students who lived on-campus. (Reported value) Off-campus (with family). Number of these students who lived off-campus with their parents or guardians. (Reported value)

Off-campus (not with family). Number of these students who lived off-campus not with their parents or guardians. (Reported value)

05


Unknown (Calculated value). Line 01 – (Line 02 + Line 03 + Line 04) Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.

06


t Total dollar amount of grants and scholarship aid from the federal government, state/local government, or the institution awarded to these students. (Reported value) Exclude grant or scholarship aid from private sources (e.g., Rotary Club Scholarship) and exclude all loan aid.

07


Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students (Calculated value)

Line 06/Line 01. This amount will be used in Part F to calculate net price.




Part E - Enter Financial Aid About Full-time, first-time degree/certificate-seeking undergraduate students enrolled in your institution's largest program any time during the prior academic year 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 collects information used to estimate the average net price for these students in Part G.


Students 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 award amounts. That is, include the federal and matching share, regardless of the source of the match. Also, FSEOG 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 amounts from award amounts reported to IPEDS.


Emergency grants funded under the CARES, CRRSA, and ARP Acts should NOT be included for 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 academic year (program reporters) in your institution's largest program who paid the lower of in-state or in-district tuition rate and were awarded any Title IV federal student aid

  • For public institutions, include only those students who paid the lower of in-state or in-district tuition rate.

  • Grant or scholarship aid from the:

  • federal government

  • state/local government

  • institution

  • Do not include:

  • grant or scholarship aid from private or other sources

  • loan amounts

  • Federal Work Study amounts

  • Any time during the academic year


Information from Part A:

YOUR PRIOR

YEAR DATA

YOUR PRIOR

YEAR DATA


2020-21

2021-22

2022-23

Full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior academic year (program reporters) in your institution's largest program 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.

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 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. 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 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 full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid with each type of living arrangement.


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)

02 – 04


Report the number of these students with the following living arrangements:

On-campus. Number of these students who lived on-campus. (Reported value) Off-campus (with family). Number of these students who lived off-campus with their parents or guardians. (Reported value)

Off-campus (not with family). Number of these students who lived off-campus not with their parents or guardians. (Reported value)

05


Unknown (Calculated value). Line 01 – (Line 02 + Line 03 + Line 04) Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.



For each income category, report the number of full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid (column 1); the number of these students 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 the students in column 2 by income level (column 3).


Line

Description

01 $0–30,000

02 $30,001–48,00003 $48,001–75,00004 $75,001–110,00005 $110,001 and more

Column 1. Number of students in at this income level awarded any Title IV aid (Reported value).


Column 2. Number of students at this income level awarded any grant or scholarship aid from the federal government, state/local government, or the institution (Reported value).


Column 3. Total amount of grant or scholarship aid awarded to students in Column 2 at this income level from the following sources: federal government, state/local government, or the institution (Reported value).


Column 4. Average dollar amount of grant or scholarship aid awarded to students in Column 2 at this income level from the federal government, state/local government, or the institution (Calculated value).


06 Total all income levels

Column 1. Total number of students awarded any Title IV aid (Calculated value).


Column 2. The total number of students awarded any grant or scholarship aid from the federal government, state/local government, or the institution (Calculated value).


Column 3. The total amount of grant or scholarship aid awarded to students in Column 2 from the federal government, state/local government, or the institution (Calculated value).


Column 4. The average dollar amount of grant or scholarship aid awarded to students in Column 2 from the federal government, state/local government, or the institution (Calculated value).




Part F - Net Price Calculation for 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 summarizes the information used to estimate the average net price for full-time, first-time degree/certificate-seeking undergraduate students awarded grant or scholarship aid from the federal government, state/local government, or the institution.


For public institutions with varied tuition, include 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 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 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 food and housing, and other expenses (Line 05). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.


The source or calculation for each line is described here.



Line

Description

01

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

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

02

Books and supplies (Carried forward)

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

03 – 05

Food and housing, and other expenses by living arrangement (Carried forward)

The cost for 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

Number of these students by living arrangement (Carried forward)

These numbers are carried forward from Part D, Lines 01 through 04.

10

Weighted average by living arrangement (excluding unknown values) for food and housing, and other expenses (Calculated value)

This value is generated by determining the average food and housing, and other expenses (Lines 03 through 05) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula:

[(Line 03*(Line 06/ (Line 06 +Line 07 +Line 08))] + [Line 04 *(Line 07 / (Line 06 +Line 07 +Line 08))] + [Line 08*(Line 08 / (Line 06 +Line 07 +Line 08))]

11

Total cost of attendance (Calculated value)

This value is calculated using the following formula: Line 01 + Line 02 + Line 10.

12

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students (Carried forward)

This value is carried forward from Part D, Line 06.

13

Average institutional net price for these students (Calculated value)

The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior academic year 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. The average net price for 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 Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid


This summarizes the information used to estimate the average net price for Full-time, first-time degree/certificate-seeking undergraduate students awarded any Title IV federal student aid.


For public institutions with varied tuition, include 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 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 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 food and housing, and other expenses (Line 03 - 05). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.


The source or calculation for each line is described here.

Line

Description

01

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

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

02

Books and supplies (Carried forward)

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

03 – 05

Food and housing, and other expenses by living arrangement (Carried forward)

The cost for 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

Number of 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.

10

Weighted average by living arrangement (excluding unknown values) for food and housing, and other expenses (Calculated value)


This value is generated by determining the average food and housing, and other expenses (Lines 03 through 05) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula:

[Line 03*(Line 06/ (Line 06+Line 07+Line 08)] + [Line 04*(Line 07/ (Line 06+Line 07+Line 08)] + [Line 05*(Line 08/ (Line 06+Line 07+Line 08)]

11

Total cost of attendance (Calculated value)

This value is calculated using the following formula: Line 01 + Line 02 + Line 10.

12 – 18

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to 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, Column 4 for each income level.

19 – 24

Average institutional net price for 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 awarded Title IV federal student aid is calculated for you. These values are calculated for each income level using the following formula: Line 11 – Line 17. The average net price for 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. 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.


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. 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.



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 https://www.va.gov/education/about-gi-bill-benefits/post-9-11/


2. Department of Defense (DOD) Tuition Assistance Program

  • 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 the information in these context boxes may be posted on the U.S. Department of Education’s College Navigator website. Context box entries are reviewed by NCES for applicability and appropriateness before posting them on College Navigator. However, institutions should ensure entries 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 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 t 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

Consult the IPEDS Website's Trainings & Outreach page, which contains links to tutorials on IPEDS data collection, a self-paced overview of IPEDS 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 the July 1-June 30 reporting period (see coverage above). In the second column, provide the total dollar amount for each benefit during the same reporting period.


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


If no student(s) received benefits at your institution 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 for students enrolled during academic year 2022-23.


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:

  • 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 a U.S. Department of Education experimental site, include experimental site participants in IPEDS Student Financial Aid (SFA) Survey student counts and financial aid amounts?


No, exclude experimental site participants 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 enrolled as of October 15, or the institution’s official Fall reporting date.


Program reporters should report on students 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.



Financial aid information is collected about the following student categories:

    • 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

Financial Aid

1

Should veterans’ education benefits be reported?


For 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 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.


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.


STUDENT FINANCIAL AID package 2023-24 | p. 3


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