Data Elements and Justification

1845-0001 2024-2025 Data Elements and Justification.docx

2024-2025 Free Application for Federal Student Aid (FAFSA)

Data Elements and Justification

OMB: 1845-0001

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Data Elements and Justification

2024-2025 Free Application for Federal Student Aid (FAFSA®) form



Purpose: The Data Elements and Justification is provided to accompany the review of the 2024-25 FAFSA form. It identifies the data elements associated with each FAFSA question and provides the justification for including each question on the FAFSA form.

Question

Numbers(s)#

Data Element(s)

Data Element(s) Justification

1

Student Identity Information

  • First name

  • Middle name

  • Last name

  • Suffix

  • Date of birth

  • Social Security number (SSN)

  • Individual Taxpayer Identification Number (ITIN)



The ITIN is collected when the student doesn’t have an SSN.


Data Elements Specific to FAFSA Simplification Act



Individual Taxpayer Identification Number (ITIN)-

Additional Data Element specific to FUTURE Act

2

Student Contact Information

  • Mobile phone number

  • Email address

  • Permanent mailing address

  • City

  • State

  • ZIP code

  • Country

Data Elements Specific to FAFSA Simplification Act

3

Student Current Marital Status

Data Elements Specific to FAFSA Simplification Act

4

Student College or Career School Plans


  • Grade level in college 20XX-20XX

  • First bachelor's degree before 20XX - 20XX school year

  • Pursuing teacher certification




Data Elements Specific to FAFSA Simplification Act


Pursuing Teacher Certification-


Additional Data Element Required for Eligibility Determination

5

Student Personal Circumstances-


  • Active duty

  • Veteran

  • Children or other dependents

  • Orphan

  • Ward of court

  • Foster care

  • Emancipated minor

  • Legal guardianship

  • None of these apply


Data Elements Specific to FAFSA Simplification Act










6

Student Other Circumstances:


  • Unaccompanied and homeless or self-supporting and at risk of being homeless



Entity who provided homeless or self-supporting and at risk of homelessness determination:

  • Director or designee of an emergency or transitional shelter, street outreach program, homeless youth drop-in center, or other program serving those experiencing homelessness

  • The student’s high school or school district homeless liaison or designee

  • Director or designee of a project supported by federal TRIO or GEAR UP program grant

  • Financial Aid Administrator (FAA)

  • None of these apply




Data Elements Specific to FAFSA Simplification Act

Student Unusual Circumstances

Data Elements Specific to FAFSA Simplification Act

8

Apply for a Direct Unsubsidized Loan Only

Data Elements Specific to FAFSA Simplification Act

9


Family Size


This question is N/A when the student has been determined to be dependent.


Data Elements Specific to FAFSA Simplification Act

10


Number in College


This question is N/A when the student has been determined to be dependent.


Data Elements Specific to FAFSA Simplification Act

11

Student Demographic Information


  • Gender

  • Is the student transgender?

Data Elements Specific to FAFSA Simplification Act

12

Student Race and Ethnicity

  • Hispanic, Latino, or Spanish origin

  • Race

Data Elements Specific to FAFSA Simplification Act

13

Student Citizenship


  • Citizenship status

  • A-number



Data Elements Specific to FAFSA Simplification Act

14

Student State of Legal Residence-


  • State

  • Legal residence date

Data Elements Specific to FAFSA Simplification Act

15

Parent Education Status

Data Elements Specific to FAFSA Simplification Act

16

Parent Killed in the Line of Duty

Additional Data Elements Required for Eligibility Determination

17

Student High School Completion Status-


  • High school (HS) or equivalent completed

  • HS Name

  • City

  • State

  • State-recognized high school equivalent

  • Issuing state

Data Elements Specific to FAFSA Simplification Act

18


Federal Benefits Received


  • Earned income Tax Credit (EITC)

  • Federal housing assistance

  • Free or reduced-price school lunch

  • Medicaid

  • Refundable credit for coverage under a qualified health plan (QHP)

  • Supplemental Nutrition Assistance Program (SNAP)

  • Supplemental Security Income (SSI)

  • Temporary Assistance for Needy Families (TANF)

  • Special Supplemental Nutrition Program for Women, Infants, and Children (WIC)

  • None of these apply


This question is N/A when the student has been determined to be dependent.




Data Elements Specific to FAFSA Simplification Act

19

Student Tax Filing Status


  • Filed 1040 or 1040-NR

  • Filed non-U.S. tax return

  • Filed joint return with current spouse

Required to Determine Accuracy

Question 20- Student XXXX Tax Return Information

a

Filing status


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

b

Income earned from work


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

c

Tax exempt interest income


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

d

Untaxed portions of IRA distributions


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

e

IRA rollover

Data Elements Specific to FAFSA Simplification Act

f

Untaxed portions of pensions


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

g

Pension rollover

Data Elements Specific to FAFSA Simplification Act

h

Adjusted gross income


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

i

Income tax paid


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

j

EITC received during tax year?

Additional Data Elements Required for Eligibility Determination

k

IRA deductions and payments to self-employed SEP, SIMPLE, and qualified plans


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

l

Education credits


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

m

Filed Schedule A, B, D, E, F or H?


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

n

Net profit or loss from IRS Form 1040 Schedule C amount


The response to this question may be available through the direct data exchange with the IRS.

Data Elements Specific to FUTURE Act

o

College grants, scholarships, or AmeriCorps benefits (optional)

Data Elements Specific to FAFSA Simplification Act

p

Foreign earned income exclusion

Data Elements Specific to FAFSA Simplification Act

21

Annual Child Support Received

Data Elements Specific to FAFSA Simplification Act

22

Student Assets

  • Total of cash, savings, and checking accounts

  • Net worth of current investments

  • Net worth of businesses/investment farms

Data Elements Specific to FAFSA Simplification Act

23

College Selections



Data Elements Specific to FAFSA Simplification Act

24

Student Consent and Signature


  • Consent to retrieve and disclose federal tax information (FTI)

  • Signature

  • Signature date

Data Elements Specific to FUTURE Act

Student Spouse Data Elements must be completed when the student is married or remarried.

25






Student Spouse Identity Information


  • First name

  • Middle name

  • Last name

  • Suffix

  • Date of birth

  • SSN

Data Elements Specific to FAFSA Simplification Act


26

Student Spouse Contact Information


  • Email address

Data Elements Specific to FAFSA Simplification Act

Student Spouse: The following data elements are N/A unless student is married and did not file a joint tax return with their current spouse.

25

Student Spouse Identity Information


  • ITIN



The ITIN is collected when the student’s spouse doesn’t have an SSN.


Data Elements Specific to FUTURE Act

26

Student Spouse Contact Information


  • Mobile phone number

  • Permanent mailing address

  • City

  • State

  • ZIP code

  • Country

Data Elements Specific to FAFSA Simplification Act

27

Student Spouse Tax Filing Status


  • Filed 1040 or 1040-NR

  • Filed non-U.S. tax return


Required to Determine Accuracy

Question 28: Student Spouse XXXX Tax Return Information

a

Filing status


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

b

Income earned from work


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

c

Tax exempt interest income


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

d

Untaxed portions of IRA distributions


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

e

IRA rollover

Data Elements Specific to FAFSA Simplification Act

f

Untaxed portions of pensions


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

g

Pension rollover

Data Elements Specific to FAFSA Simplification Act

h

Adjusted gross income


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

i

Income tax paid


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

j

IRA deductions and payments to self-employed SEP, SIMPLE, and qualified plans


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

k

Education credits


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

l

Filed Schedule A, B, D, E, F or H?


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

m

Net profit or loss from IRS Form 1040 Schedule C amount


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

n

Foreign earned income exclusion

Data Elements Specific to FAFSA Simplification Act

29

Student Spouse Consent and Signature


  • Consent to retrieve and disclose FTI

  • Signature

  • Signature date

Data Elements Specific to FUTURE Act

Parent: The following data elements are N/A unless student has been determined to be dependent.


30

Parent Identity Information

  • First name

  • Middle name

  • Last name

  • Suffix

  • Date of birth

  • SSN

  • ITIN



The ITIN is collected when the parent doesn’t have an SSN.


Data Elements Specific to FAFSA Simplification Act



Individual Taxpayer Identification Number (ITIN)-

Data Elements Specific to FUTURE Act

31

Parent Contact Information

  • Mobile phone number

  • Email address

  • Permanent mailing address

  • City

  • State

  • ZIP code

  • Country

Data Elements Specific to FAFSA Simplification Act

32

Parent Current Marital Status

Data Elements Specific to FAFSA Simplification Act

33


Parent State of Legal Residence


  • State

  • Legal residence date

Data Elements Specific to FAFSA Simplification Act

34

Family Size


Data Elements Specific to FAFSA Simplification Act

35

Number in College


Data Elements Specific to FAFSA Simplification Act

36

Federal Benefits Received


  • Earned Income Tax Credit (EITC)

  • Federal housing assistance

  • Free or reduced-price school lunch

  • Medicaid

  • Refundable credit for coverage under a qualified health plan (QHP)

  • Supplemental Nutrition Assistance Program (SNAP)

  • Supplemental Security Income (SSI)

  • Temporary Assistance for Needy Families (TANF)

  • Special Supplemental Nutrition Program for Women, Infants, and Children (WIC)

  • None of these apply


Data Elements Specific to FAFSA Simplification Act

37

Parent Tax Filing Status


  • Filed 1040 or 1040-NR

  • Filed non-U.S. tax return

  • Filed joint return with current spouse

Required to Determine Accuracy

Question 38: Parent XXXX Tax Return Information

a

Filing status


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

b

Income earned from work


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

c

Tax exempt interest income


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

d

Untaxed portions of IRA distributions


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

e

IRA rollover



Data Elements Specific to FAFSA Simplification Act

f

Untaxed portions of pensions


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

g

Pension rollover



Data Elements Specific to FAFSA Simplification Act

h

Adjusted gross income


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

i

Income tax paid


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

j

EITC received during tax year?

Additional Data Elements Required for Eligibility Determination

k

IRA deductions and payments to self-employed SEP, SIMPLE and qualified plans


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

l

Education credits


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

m

Filed Schedule A, B, D, E, F or H?


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

n

Net profit or loss from IRS Form 1040 Schedule C amount


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

o

College grants, scholarships, or AmeriCorps benefits (optional)

Data Elements Specific to FAFSA Simplification Act

p

Foreign earned income exclusion

Data Elements Specific to FAFSA Simplification Act

39

Annual Child Support Received

Data Elements Specific to FAFSA Simplification Act

40

Parent Assets


  • Total of cash, savings, and checking accounts

  • Net worth of current investments

  • Net worth of businesses/investment farms

Data Elements Specific to FAFSA Simplification Act

41

Parent Consent and Signature


  • Consent to retrieve and disclose FTI

  • Signature

  • Signature date

Data Elements Specific to FUTURE Act

Other Parent data elements must be completed when the parent is married, remarried, or unmarried and both legal parents living together.

42

Other Parent Identity


  • First name

  • Middle name

  • Last name

  • Suffix

  • Date of birth

  • SSN

Data Elements Specific to FAFSA Simplification Act

43

Other Parent Contact Information:


Email address

Data Elements Specific to FAFSA Simplification Act

Other Parent: The following data elements are N/A unless the parent and other parent listed on the form did not file a joint tax return.

42

Other Parent Identity:


ITIN

Data Elements Specific to FUTURE Act

43

Other Parent Contact Information


  • Mobile phone number

  • Permanent mailing address

  • City

  • State

  • ZIP code

  • Country

Data Elements Specific to FAFSA Simplification Act

44

Other Parent Tax Filing Status


  • Filed 1040 or 1040NR

  • Filed non-U.S. tax return


Required to Determine Accuracy

Question 45: Other Parent XXX Tax Return Information

a

Filing status


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

b

Income earned from work


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

c

Tax exempt interest income


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

d

Untaxed portions of IRA distributions


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

e

IRA rollover

Data Elements Specific to FAFSA Simplification Act

f

Untaxed portions of pensions


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

g

Pension rollover

Data Elements Specific to FAFSA Simplification Act

h

Adjusted gross income


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

i

Income tax paid


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

j

IRA deductions and payments to self-employed SEP, SIMPLE, and qualified plans


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

k

Education credits


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

l

Filed Schedule A, B, D, E, F or H?


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

m

Net profit or loss from IRS Form 1040 Schedule C amount


The response to this question may be available through the direct data exchange with the IRS.


Data Elements Specific to FUTURE Act

n

Foreign earned income exclusion

Data Elements Specific to FAFSA Simplification Act

46

Other Parent Consent and Signature


  • Consent to retrieve and disclose FTI

  • Signature

  • Signature date

Data Elements Specific to FUTURE Act

Preparer Data Elements are required if someone other than the student, student spouse, parent, or other parent completes the form on the applicant’s behalf.

47

Preparer Identity Information


  • First name

  • Last name

  • SSN

  • Employer Identification Number (EIN)


Data Elements Specific to FAFSA Simplification Act

48

Preparer Contact Information


  • Affiliation/Organization

  • Permanent mailing address

  • City

  • State

  • ZIP code

Data Elements Specific to FAFSA Simplification Act

49

 Preparer Signature


  • Signature

  • Signature date















Data Elements and Justification

2024-2025 Free Application for Federal Student Aid (FAFSA®) form

Last modified: March 28, 2023 7


File Typeapplication/vnd.openxmlformats-officedocument.wordprocessingml.document
File TitleData Elements and Justification
AuthorWashington, Cameron
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File Created2024-07-25

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