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pdfFAFSA
Incarcerated Applicant Form
®
Draft 2023-12-06_Incarcerated
July 1, 2024 – June 30, 2025
Form
Free Application for Federal Student Aid
Use this form to apply free for federal and state student grants, work-study,
and loans. Or apply free online at fafsa.gov.
Apply by the Deadlines
For federal aid, submit your application as early as possible, but no earlier than December 2023. We must receive your
application no later than June 30, 2025. Your college must have your correct, complete information by your last day of enrollment
in the 2024–25 school year.
For state or college aid, the deadline may be as early as December 2023, and you may need to complete additional forms.
Check with your high school counselor or a financial aid administrator at your college. See the state deadlines on page 2. If you
are applying close to a deadline, we recommend you submit your FAFSA form online at fafsa.gov. It’s the fastest and easiest
way to apply for aid.
Fill Out the FAFSA® Form
You may fill the answer fields electronically and then print the form, or print the form first and complete it by hand. If you complete
the form by hand, use dark ink and write clearly, as shown below. A computer will process this form; therefore:
• Fill in both circle and square answer fields completely:
Correct
Incorrect
x √ x √
• For circle answer fields, choose only one response;
for square answer fields, choose all that apply:
• Print in BLOCK CAPITAL letters and skip a box between words;
for multi-line responses, wrap any incomplete words onto next line:
• Report dollar amounts such as $12,356.41 without cents;
if negative, completely fill the circle ( – ) before the answer box:
1
T
–
$
4
1
6
P L U M
A P T
,
4
S
Continue on next line.
1 2,3 5 6
Refer to the notes on pages 21–22 as instructed.
For help in filling out the FAFSA form, go to StudentAid.gov/fafsahelp or call 1-800-4-FED-AID (1-800-433-3243). If you need
assistance in another language, visit StudentAid.gov/apply-for-aid/fafsa/filling-out/request-interpreter.
2024–25 FAFSA ® Form
The FAFSA form has five sections: Student, Student Spouse, Parent, Parent Spouse or Partner, and Preparer. To determine who
needs to provide their information, consult “Who must provide information on the FAFSA form?”, on page 3.
Special Circumstances
If you or your family experienced significant changes to your financial situation (such as loss of employment or pay cuts), or
other special circumstances (such as tuition expenses at an elementary or secondary school or high unreimbursed medical or
dental expenses), complete and submit this form as instructed. Once you submit the form, discuss your special circumstances
with the financial aid office at the college(s) you applied to or plan to attend.
Mail Your FAFSA® Form
After you complete this application, make a copy of pages 7 through 20 for your records. Then mail the original of pages 7 through 20 to:
Federal Student Aid Programs, P.O. Box 70205, London, KY 40742-0205
Extra postage will be required. After your application is processed, you will receive a summary of your information in your
FAFSA Submission Summary. If you provide an email address, your summary will be sent by email within three to five days.
If you do not provide an email address, your summary will be mailed to you within three weeks. If you would like to check the
status of your application, go to StudentAid.gov or call 1-800-433-3243.
FAFSA is a registered trademark of Federal Student Aid, U.S. Department of Education.
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Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
2024–25 FAFSA Deadlines
®
2024–25
For federal aid, submit your FAFSA form as early as possible, but no earlier than December 2023. For state or college aid, you
may need to submit your FAFSA form as early as December 2023, and you may need to fill out separate forms. See the list below.
If you are filing close to a deadline, we recommend you file online at fafsa.gov. It’s the fastest and easiest way to apply for aid.
►Unless otherwise noted, the dates below refer to when the form must be received.
Alabama (AL) Check with your financial aid office.
Alaska (AK) Alaska Education Grant: As soon as possible after December 2023. Awards
made while funds exist. Alaska Performance Scholarship: For priority consideration,
submit by June 30, 2024. Awards made while funds exist.
Montana (MT) For priority consideration, submit as soon as possible after December
2023. Check with your financial aid office. More forms may be required.
N. Mariana Islands (MP) For priority consideration, submit by April 30, 2024. More
forms may be required.
American Samoa (AS) Check with your financial aid office. More forms may be required.
Nebraska (NE) Check with your financial aid office.
Arizona (AZ) Check with your financial aid office.
Nevada (NV) Silver State Opportunity Grant: As soon as possible after December
2023. Awards made while funds exist. Nevada Promise Scholarship: March 1, 2024.
More forms may be required. Awards made while funds exist. All other aid, check with
your financial aid office. More forms may be required.
Arkansas (AR) Academic Challenge: July 1, 2024. ArFuture Grant: fall term, July 1,
2024; spring term, Jan. 10, 2025.
California (CA) For many state financial aid programs: April 2, 2024 (date postmarked).
Cal Grant also requires submission of a school-certified GPA by April 2, 2024. For
additional community college Cal Grants: Sept. 2, 2024 (date postmarked). For
noncitizens without a Social Security card or with one issued through the federal
Deferred Action for Childhood Arrivals (DACA) program, fill out the California Dream Act
Application. Contact the California Student Aid Commission or your financial aid office
for more information.
Colorado (CO) Check with your financial aid office.
Delaware (DE) April 15, 2024
District of Columbia (DC) For priority consideration, submit by July 1, 2024.
DC Tuition Assistance Grant: For priority consideration, submit the DC OneApp and
supporting documents by Aug. 1, 2024.
Federated States of Micronesia (FM) Check with your financial aid office. More forms
may be required.
Florida (FL) May 15, 2024 (date processed)
Georgia (GA) Refer to Georgia Student Finance Commission’s website for more
information. As soon as possible after December 2023. Check with your financial aid
office. More forms may be required.
Guam (GU) Check with your financial aid office. More forms may be required.
Hawaii (HI) Check with your financial aid office. More forms may be required.
Idaho (ID) Opportunity Scholarship: For priority consideration, submit by March 1, 2024.
Check with your financial aid office. More forms may be required.
Illinois (IL) Refer to the Illinois Student Assistance Commission’s website for the current
Monetary Award Program (MAP) deadline dates. As soon as possible after December
2023. Awards made while funds exist.
Indiana (IN) Adult Student Grant: As soon as possible after December 2023. Awards
made while funds exist. New applicants must submit additional form.
Workforce Ready Grant: As soon as possible after December 2023.
Frank O’Bannon Grant: April 15, 2024
21st Century Scholarship: April 15, 2024
Iowa (IA) July 1, 2024; earlier priority deadlines may exist for certain programs. More
forms may be required.
New Jersey (NJ) Renewal applicants (2023–24 Tuition Aid Grant recipients): April 15,
2024. All other applicants: fall and spring terms, Sept. 15, 2024; spring term only, Feb.
15, 2025.
New Mexico (NM) Check with your financial aid office.
New York (NY) June 30, 2025. More forms may be required.
North Carolina (NC) For priority consideration, submit by June 1, 2024, if attending a
UNC System institution, or by Aug. 15, 2024, if attending a community college. Awards
made while funds exist.
North Dakota (ND) As soon as possible after December 2023. Awards made while
funds exist.
Ohio (OH) Oct. 1, 2024
Oklahoma (OK) Check with your financial aid office.
Oregon (OR) Oregon Opportunity Grant: As soon as possible after December 2023.
Awards made while funds exist. OSAC Private Scholarships: March 1, 2024. More
forms may be required. Oregon Promise Grant: Contact state agency. More forms
may be required.
Palau (PW) Check with your financial aid office. More forms may be required.
Pennsylvania (PA) All first-time applicants enrolled in a community college; business/
trade/technical school; hospital school of nursing; designated Pennsylvania openadmission institution; or nontransferable two-year program: Aug. 1, 2024. All other
applicants: May 1, 2024. More forms may be required.
Puerto Rico (PR) Check with your financial aid office.
Rhode Island (RI) Check with your financial aid office. More forms may be required.
South Carolina (SC) SC Commission on Higher Education Need-based Grants: As
soon as possible after December 2023. Awards made while funds exist. Tuition Grants:
June 30, 2024
South Dakota (SD) Check with your financial aid office. More forms may be required.
Tennessee (TN) State Grant: Prior-year recipients receive award if eligible and apply by
April 15, 2024; all other awards made to neediest applicants. Awards made while funds
exist. Tennessee Promise: April 15, 2024. State Lottery: fall term, Sept. 1, 2024; spring
and summer terms, Feb. 1, 2025.
Kansas (KS) For priority consideration, submit by April 1, 2024. Check with your
financial aid office. More forms may be required.
Texas (TX) For priority consideration, submit by March 15, 2024. More forms may be
required. Private and two-year institutions may have different deadlines; check with
your financial aid office.
Kentucky (KY) As soon as possible after December 2023. Awards made while funds
exist.
U.S. Virgin Islands (VI) Check with your financial aid office. More forms may be required.
Louisiana (LA) July 1, 2025 (Feb. 1, 2024, recommended)
Maine (ME) May 1, 2024
Marshall Islands (MH) Check with your financial aid office. More forms may be required.
Maryland (MD) March 1, 2024
Massachusetts (MA) For priority consideration, submit by May 1, 2024.
Michigan (MI) May 1, 2024
Utah (UT) Check with your financial aid office. Awards made while funds exist. More
forms may be required.
Vermont (VT) As soon as possible after December 2023. Awards made while funds
exist. More forms may be required.
Virginia (VA) Check with your financial aid office. More forms may be required.
Washington (WA) As soon as possible after December 2023. Check with your
financial aid office.
Mississippi (MS) MTAG and MESG Grants: Oct. 15, 2024. HELP Grant: April 30, 2024
West Virginia (WV) Promise Scholarship: March 1, 2024. New applicants must submit
additional form. Contact your financial aid office or state agency.
WV Higher Education Grant: April 15, 2024
WV Invests Grant: For priority consideration, submit by April 15, 2024.
Missouri (MO) For priority consideration, submit by Feb. 1, 2024. Applications accepted
through April 1, 2024.
Wyoming (WY) Check with your financial aid office. More forms may be required.
Minnesota (MN) June 30, 2025
2024–25 FAFSA ® Deadlines
Connecticut (CT) For priority consideration, submit by Feb. 15, 2024. Check with your
financial aid office. More forms may be required.
New Hampshire (NH) Check with your financial aid office. More forms may be required.
Wisconsin (WI) Check with your financial aid office.
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Incarcerated Applicant Form
What is the FAFSA Form?
Draft 2023-12-06_Incarcerated
2024–25
®
Why fill out a FAFSA form?
How can I have more colleges get my FAFSA information?
How do I find out my Student Aid Index (SAI)?
Note: If there are twenty school codes on your record, each new code
Your SAI will be listed on your FAFSA Submission Summary. This
will need to replace one of the original school codes listed.
summary shows the information you submitted on your FAFSA form. It is
important to review the summary to make sure all of your information is Where can I get more information on student financial aid?
correct and complete. Make corrections or provide additional information, The best place for information about student aid is the financial aid office
at the college you plan to attend. The financial aid administrator can tell
as necessary.
you about student aid available from your state, the college itself, and
How much student financial aid will I receive?
other sources.
Using the information on your FAFSA form and your SAI, the financial
aid office at your college will determine the amount of aid you will • You can also visit our website StudentAid.gov.
receive. The college will use your SAI to prepare a financial aid package • For information by phone, you can call our Federal Student Aid
to help you meet your financial need. Financial need is the difference
Information Center at 1-800-433-3243.
between the cost of attendance (which can include living expenses), • You can also check with your high school counselor, your state aid
as determined by your college, and your SAI. If you are eligible for a
agency, or your local library’s reference section.
Federal Pell Grant, you may receive it from only one college for the same
Information about other nonfederal assistance may be available from
period of enrollment.
foundations, faith-based organizations, community organizations, and
When will I receive the student financial aid?
civic groups, as well as organizations related to your field of interest,
Any financial aid you are eligible to receive will be paid to you through such as the American Medical Association or American Bar Association.
your college. Typically, your college will first use the aid to pay tuition, Check with your parents’ employers or unions to see if they award
fees, and housing and food (if provided by the college). Any remaining scholarships or have tuition assistance plans.
aid is paid to you for your other educational expenses.
What is the FAFSA ® Form?
The Free Application for Federal Student Aid (FAFSA) is the first step in If you are completing a paper FAFSA form, you can list ten colleges in
the financial aid process. You use the FAFSA form to apply for federal question 23. You may add more colleges by doing one of the following:
student aid, such as grants, work-study, and loans. In addition, most • After your FAFSA form has been processed, go to StudentAid.gov, log
states and colleges use information from the FAFSA form to award
in to the site, and follow the instructions for adding or changing schools.
nonfederal aid.
• Use the FAFSA Submission Summary, which you will receive after your
Why all the questions?
FAFSA form is processed. Your Data Release Number (DRN) verifies
Most of the questions on the FAFSA form are required to calculate your
your identity and will be listed on the first page of the summary. You
Student Aid Index (SAI). The SAI measures your family’s financial strength
can call 1-800-433-3243 and provide your DRN to a customer service
and is used to determine your eligibility for federal student aid. The state
representative, who will add more school codes for you.
and the colleges you list may also use some of your responses to determine
• Provide your DRN to the financial aid administrator at the college you
if you may be eligible for state or school aid, in addition to federal aid.
want added, and they can add their school code to your FAFSA form.
Completing the FAFSA® Form
The FAFSA form has five sections: Student, Student Spouse, Parent,
Parent Spouse or Partner, and Preparer.
Student
The student must always complete the Student section.
Student Spouse
If the student’s current marital status, as indicated in question 3, is
married or remarried, the student’s spouse must complete questions 25
and 26 of the Student Spouse section. The spouse must also complete
questions 27–29 if the student answered “No” to “Did or will the student
file a 2022 joint tax return with their current spouse?”, in question 19.
Parent
The student’s parent must complete the Parent section if all of the
following statements are true:
• The student was born after the year 2000.
• The student’s current marital status, as indicated in question 3, is
single (never married), divorced, separated, or widowed.
• The student’s college grade level, as indicated in question 4, will be
first-year, second-year, or other undergraduate.
• The student selected “None of these apply” in question 5, and
answered “No” in questions 6 and 7.
If all the above statements are true, the student is considered to be
dependent, and the student’s parent must complete the Parent section,
even if the student does not live with a parent (see “Who is considered
a legal parent on the FAFSA form?” and “Which parent should include
information?”, on page 4).
If any of the above statements are not true, the student is considered to
be independent, and parent information should not be provided.
If all the above statements are true, but the student answered “Yes” and
selected “None of these apply” in question 6, or else answered “Yes” in
question 7, the student is considered to be provisionally independent.
In this case, the student should submit the FAFSA form with the Parent
and Parent Spouse or Partner sections left blank and then contact the
college’s financial aid administrator for further guidance.
Parent Spouse or Partner
If the student’s parent is required to provide information in the Parent
section, and that parent’s current marital status, as indicated in question
32, is married, remarried, or unmarried and both legal parents living
together, the parent’s spouse or partner must complete questions 42
and 43 of the Parent Spouse or Partner section. The parent’s spouse
or partner must also complete questions 44–46 if the parent answered
“No” to “Did or will the parent file a 2022 joint tax return with their
current spouse?”, in question 37.
Preparer
If someone other than the student, student spouse, parent, or parent
spouse or partner completed this form on the applicant’s behalf, that
person must complete the Preparer section. Paid preparers are prohibited.
Completing the FAFSA ® Form
Who must provide information on the FAFSA form?
3
Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
Completing the FAFSA Form
®
2024–25
[continued]
• The student’s college grade level in 2024–25 will be “Master’s,
Who is considered a legal parent on the FAFSA form?
FAFSA ® Privacy Act Statement
spouse, to determine need for financial aid programs provided by
the state and IHEs. We also use FAFSA information to promote the
application for HEA Title IV program assistance (including FAFSA
form completion efforts), state assistance, and aid awarded by
eligible IHEs or by other entities that the Secretary of Education
has designated pursuant to section 483(a)(3)(E) of the HEA
(20 U.S.C. 1090(a)(3)(E)) prior to July 1, 2024. We also may verify
the accuracy of the information provided to the Department.
Routine Uses: The information provided on the FAFSA form will only
be disclosed outside of the Department with prior written consent or
as otherwise allowed by the Privacy Act of 1974, as amended (Privacy
Act) (5 U.S.C. 552a). The Privacy Act’s requirement for prior written
consent has an exception for the “routine uses” that the Department
publishes in our System of Records Notices (SORNs). The Department
may, without consent, disclose FAFSA information pursuant to
the routine uses identified in the “Aid Awareness and Application
Processing” (18-11-21) SORN, which is available on the Department’s
“Privacy Act System of Record Notice Issuances (SORN)” webpage
located at https://www2.ed.gov/notices/ed-pia.html.
These routine uses include the following:
• To verify the identity of the applicant, the spouse of a married
applicant, and the parent(s) of a dependent applicant; determine
the accuracy of the information contained in the record; support
compliance with HEA Title IV statutory and regulatory requirements;
Privacy Act Statement
Authority: Title IV of the Higher Education Act of 1965, as amended
(HEA) (20 U.S.C. 1070 et seq.), authorizes the Department of Education
(Department) to ask the questions set forth in this Free Application
for Federal Student Aid (FAFSA®) form, including those collecting
Social Security numbers (SSNs) from the aid applicant, the spouse of
a married applicant, and the parent(s) of a dependent applicant. The
collection of the SSNs is also authorized by Executive Order 9397, as
amended by Executive Order 13478 (November 18, 2008).
Purpose: We use the information provided on the FAFSA form to
determine eligibility for, and benefits under, federal student financial
assistance programs authorized by Title IV of the HEA. We use the
SSNs of an aid applicant, the spouse of a married applicant, and
the parent(s) of a dependent applicant to verify their identity and
to retrieve their records from the Social Security Administration
(SSA) for determining the applicant’s eligibility for federal student
aid. With the authorization of the applicant and, where applicable,
a participating parent(s) or spouse, state higher education
agencies and institutions of higher education (IHEs) may also use
FAFSA information to determine whether the applicant is eligible
to receive state and institutional financial aid. Pursuant to section
483 of the HEA (20 U.S.C. 1090), state higher education agencies
and IHEs that participate in HEA Title IV programs have entered
into agreements with the Department to receive information about
the applicant, and, where applicable, a participating parent(s) or
Completing the FAFSA ® Form
doctorate, or graduate certificate program,” as indicated in question 4.
Legal parents are biological or adoptive (regardless of gender), or as
determined by the state (for example, if the parent is listed on the birth • The student selected something other than “None of these apply” in
question 5.
certificate). Grandparents, foster parents, legal guardians, widowed
stepparents, aunts, uncles, and siblings are not considered parents on • The student answered “Yes” in question 6.
this form unless they have legally adopted the student.
Skip questions 9, 10, 18, and 21 if all of the following are true:
Which parent should include information?
• The student was born after the year 2000.
• If the student’s parent was never married and does not live with the • The student’s current marital status is single (never married), divorced,
student’s other legal parent, or if the parent is widowed and not remarried,
separated, or widowed.
that parent should only provide their own information in the Parent • The student’s college grade level, as indicated in question 4, will be
section, and the Parent Spouse or Partner section should be skipped.
first-year, second-year, or other undergraduate.
• If the parents are divorced or separated, answer the questions about • The student selected “None of these apply” in question 5, and
the parent who provides the greater portion of the student’s financial
answered “No” in questions 6 and 7.
support, even if the student does not live with them. If both parents For students whose FAFSA form does not require parent information:
provided an exactly equal amount of financial support during the past
Skip questions 21 and 22 if the student answered anything other than
12 months, or if they don’t support the student financially, answer the
“None of these apply” on question 18.
questions about the parent with the greater income and assets. If
For students whose FAFSA form does require parent information:
this parent is remarried as of today, answer the questions about tha t
Skip questions 21 and 22 if the parent answered anything other than
parent and the stepparent.
“None of these apply” on question 36.
• If the student’s widowed parent is remarried as of today, answer the
Student Spouse
questions about that parent and the stepparent.
If student spouse information must be provided, skip questions 27–29 if
• Contact 1-800-433-3243 for assistance completing questions 30–46 or
the student answered “Yes” to “Did or will the student file a 2022 joint tax
visit StudentAid.gov/fafsa-parent.
return with their current spouse?”, in question 19.
Can I skip any questions?
Parent
Some questions can be skipped in certain circumstances:
If parent information must be provided, then all questions in the Parent
Student
section must be answered.
Skip questions 7 and 8 if any of the following are true:
Parent Spouse or Partner
• The student was born prior to the year 2001.
If the information of the parent’s spouse or partner must be provided, skip
• The student’s current marital status is married (not separated) or questions 44–46 if the parent answered “Yes” to “Did or will the parent
file a 2022 joint tax return with their current spouse?”, in question 37.
remarried, as indicated by question 3.
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Incarcerated Applicant Form
FAFSA Privacy Act Statement
®
Draft 2023-12-06_Incarcerated
2024–25
[continued]
as necessary to fulfill Federal Credit Reform Act requirements in
accordance with 2 U.S.C. 661b;
• The Department may disclose FAFSA information to appropriate
agencies, entities, and persons when (a) the Department
suspects or has confirmed that there has been a breach of the
“Aid Awareness and Application Processing” (18-11-21) system of
records; (b) the Department has determined that, as a result of the
suspected or confirmed breach, there is a risk of harm to individuals,
the Department (including its information systems, programs, and
operations), the federal government, or national security; and (c)
the disclosure made to such agencies, entities, and persons is
reasonably necessary to assist the Department’s efforts to respond
to the suspected or confirmed breach or to prevent, minimize, or
remedy such harm;
• The Department may disclose FAFSA information to another federal
agency or entity when the Department determines that information
from the “Aid Awareness and Application Processing” (18-11-21)
system of records is reasonably necessary to assist the recipient
agency or entity in (a) responding to a suspected or confirmed
breach or (b) preventing, minimizing, or remedying the risk of harm
to individuals, the recipient agency or entity (including its information
systems, programs, and operations), the federal government, or
national security, resulting from a suspected or confirmed breach;
and
• If the Department contracts with an entity to perform any function
that requires disclosing FAFSA information to the contractor’s
employees, the Department may disclose the information to those
employees. As part of such a contract, the Department shall require
the contractor to agree to establish and maintain safeguards to
protect the security and confidentiality of the disclosed information.
Effects of Not Providing Information: Providing information on the
FAFSA form, including an applicant’s SSN, is voluntary; however, if
not enough information is provided to process an applicant’s FAFSA
form, aid may be delayed or denied.
Opportunity to Access or Contest Tax Information: If you have
questions about or need to access your federal tax information used
on this application, contact a financial aid administrator at your
postsecondary institution. If your postsecondary institution does
not provide you access to your federal tax information, contact the
Ombudsman Office at [email protected].
The Paperwork Reduction Act of 1995: According to the Paperwork
Reduction Act of 1995, no persons are required to respond to a
collection of information unless such collection displays a valid OMB
control number. The valid OMB control number for this information
collection is 1845-0001. Public reporting burden for this collection of
information is estimated to average one and a half hours per response,
including time for reviewing instructions, searching existing data
sources, gathering and maintaining the data needed, and completing
and reviewing the collection of information. The obligation to respond
to this collection is voluntary. For comments or concerns regarding
the status of an individual’s submission of this form, write directly to
the Federal Student Aid Information Center, P.O. Box 84, Washington,
D.C. 20044. (Note: Do not return the completed form to this address.)
Privacy Act Statement
and assist with the determination, correction, processing, tracking,
and reporting of program eligibility and benefits, the Department
may disclose FAFSA information to guaranty agencies, lenders and
loan holders participating in the Federal Family Education Loan
(FFEL) Program, IHEs, third-party servicers, and federal, state,
local, or tribal agencies;
• Through June 30, 2024, disclosures may be made to state higher
education agencies, eligible IHEs, and other designated entities that
award and administer aid to students, to determine an applicant’s
eligibility for aid awarded by those parties. Effective July 1, 2024,
under amendments to the HEA made by the FAFSA Simplification
Act (Public Law 116-260) and the FAFSA Simplification Technical
Corrections Act (Public Law 117-103), and pursuant to section
483(a)(2)(D)(i) of the HEA (20 U.S.C. 1090(a)(2)(D)(i)), and with
the authorization of the applicant and, if necessary, the parents or
spouse of the applicant, disclosures may be made to state higher
education agencies, eligible IHEs, and scholarship organizations
designated by the Secretary of Education prior to December 19,
2019 (the enactment date of the FUTURE Act [Public Law 11691]), as specified by the applicant and in accordance with section
494 of the HEA (20 U.S.C. 1098h), to determine an applicant’s
eligibility for federal, state, and institutional financial aid programs,
as well as for scholarship programs at designated organizations.
Effective July 1, 2024, under amendments to the HEA made by the
FAFSA Simplification Act and the FAFSA Simplification Technical
Corrections Act, and pursuant to section 483(a)(3)(B) (state higher
education agency) and 483(a)(3)(C) (IHE) of the HEA (20 U.S.C.
1090(a)(3)(B) and 1090(a)(3)(C)), disclosures may be made to state
higher education agencies and eligible IHEs for the administration
of federal, state, or institutional financial or scholarship aid awards;
• To encourage an applicant to complete a FAFSA form or to assist an
applicant with doing so, the Department may disclose an applicant’s
FAFSA filing status to a local educational agency; a secondary school
where the applicant is or was enrolled; a state, local, or tribal agency;
or an entity that awards aid to students and that the Secretary of
Education has designated prior to the amendments of the HEA
made by the FAFSA Simplification Act and the FAFSA Simplification
Technical Corrections Act, which are effective July 1, 2024;
• If the Department determines that the disclosure of FAFSA
information is relevant and necessary to judicial or administrative
litigation or alternative dispute resolution (ADR), the Department
may, in certain circumstances and provided certain conditions
are satisfied, disclose such information to the U.S. Department of
Justice (DOJ); certain adjudicative bodies, persons, or entities; and
parties, counsel, representatives, or witnesses;
• In the event the FAFSA information indicates, either on its face or in
connection with other information, a violation or potential violation
of any applicable statute, regulations, or order of a competent
authority, the Department may disclose the relevant information
to the appropriate agency, whether federal, state, tribal, or local,
charged with the responsibility of investigating or prosecuting that
violation or charged with enforcing or implementing the statute,
Executive Order, rule, regulation, or order issued pursuant thereto;
• The Department may disclose FAFSA information to the Office of
Management and Budget (OMB) or the Congressional Budget Office
5
Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
Federal Tax Information (FTI) Consent and Approval
Signatures
I consent and certify under penalty of perjury under the laws of the United States of America, that the information I provide on the FAFSA form is true and
correct. I understand that any falsification of this statement is punishable under the provisions of 18 U.S.C. § 1001 by a fine, imprisonment of not more
than five years, or both, and that the knowing and willful request for or acquisition of records pertaining to an individual under false pretenses is a criminal
offense under the Privacy Act of 1974, subject to a fine of not more than $5,000 fine (5 U.S.C. § 552(a)(i)(3)). By accepting and submitting my part of the
FAFSA, my execution date of consent and approval will be logged in the U.S. Department of Education’s Person Authentication Service (PAS) System of
Record (18-11-12).
If you sign this application, you certify that you are the person identified. If you purposefully give false or misleading information, including applying as an
independent student without meeting the unusual circumstances required to qualify for such a status, you may be subject to criminal penalties under 20
U.S.C. 1097, which may include a fine up to $20,000, imprisonment, or both.
Student
Student, Student Spouse, Parent, Parent Spouse or Partner, Preparer
By signing this application, YOU, THE STUDENT, certify that you:
By signing this application, you certify that all of the information you
provided is true and complete to the best of your knowledge and you
• will use federal and/or state student financial aid only to pay the cost of
agree, if asked, to provide:
attending an institution of higher education,
• information that will verify the accuracy of your completed form, and
• are not in default on a federal student loan or have made satisfactory
• U.S. or foreign income tax forms that you filed or are required to file.
arrangements to repay it,
You also certify that you understand that the Secretary of Education has
• do not owe money back on a federal student grant or have made
the authority to verify information reported on your application with the
satisfactory arrangements to repay it,
Internal Revenue Service and other federal agencies.
• will notify your school if you default on a federal student loan, and
• will not receive a Federal Pell Grant from more than one school for the
same period of time.
FTI Consent and Approval Signatures
I consent to the disclosure of information about me, as described below, and further affirmatively approve of the receipt and use of my Federal tax
information (FTI) and to the U.S. Department of Education’s redisclosure of my FTI, as described below. By accepting within the FAFSA form, I consent
to and affirmatively approve of, as applicable, the following:
1. The U.S. Department of Education may disclose my Social Security number (SSN)/Taxpayer Identification Number (TIN), last name, date of birth,
unique identifier, the tax year for which FTI is required, and the date and timestamp of my approval for the use of my FTI in determining eligibility by
ED for which approval is provided to the U.S. Department of the Treasury, Internal Revenue Service (IRS). I understand that in response to such a
request from the U.S. Department of Education, the IRS shall then disclose my FTI to “authorized persons” (i.e., specifically designated officers and
employees of the U.S. Department of Education and its contractors (as defined in 26 U.S.C. § 6103(l)(13)(E)) for the purpose of determining eligibility
for, and the amount of, Federal student aid under a program authorized under subpart 1 of part A, part C, or part D of title IV of the Higher Education
Act of 1965, as amended, for myself or an applicant for Federal student aid who has requested that I share my FTI on their Free Application for Federal
Student Aid (FAFSA ®) form.
2. Authorized persons at the U.S. Department of Education and its contractors (as defined in 26 U.S.C. § 6103(l)(13)(E)) may use my FTI for the purpose
of determining the eligibility for, and amount of, Federal student aid under a program authorized under subpart 1 of part A, part C, or part D of title IV
of the Higher Education Act of 1965, as amended, for myself or a FAFSA applicant who has requested that I share my FTI on the FAFSA form.
3. The U.S. Department of Education may redisclose my FTI received from the IRS pursuant to 26 U.S.C. § 6103(l)(13)(D)(iii) to the following entities
solely for the use in the application, award, and administration of financial aid:
• Institutions of higher education participating in the Federal student aid programs authorized under subpart 1 of part A, part C, or part D of title IV of
the Higher Education Act of 1965, as amended;
• State higher education agencies;
• Scholarship organizations designated prior to December 19, 2019, by the Secretary of Education; and
• Contractors of institutions of higher education and State higher education agencies to administer aspects of the institution’s or State agency’s
activities for the application, award, and administration of such financial aid.
4. The U.S. Department of Education may redisclose my FTI to another FAFSA applicant’s FAFSA form(s) for which I elect to participate. By accepting an
invitation and affirmation to participate in another individual’s FAFSA form, my FTI will be redisclosed to the additional application. I understand that I
may decline an invitation to participate, which will prevent the transfer of my FTI to that FAFSA form.
By consenting and providing my affirmative approval, I further understand that:
1. My consent and affirmative approval are required, as a condition of my eligibility or the eligibility of a FAFSA applicant who has requested that I share
my FTI on their FAFSA form, for Federal student aid under a program authorized under subpart 1 of part A, part C, or part D of title IV of the Higher
Education Act of 1965, as amended, even if I did not file a U.S. Federal tax return.
2. I am providing my written consent for the redisclosure of my FTI by the U.S. Department of Education to include, but not limited to, institutions of higher
education, State higher education agencies, designated scholarship organizations, their respective contractors and auditors, other family members
participating in the FAFSA form, Office of Inspector General, under 26 U.S.C. § 6103(l)(13)(D), and with my further express written consent obtained
by an institution of higher education, the redisclosure of FAFSA information pursuant to the terms and conditions of 20 U.S.C. § 1098h(c).
3. Any FTI received from the IRS at a later date shall supersede any manually entered financial or income information on the FAFSA form.
4. The U.S. Department of Education may request updated FTI from the IRS once my consent is provided. If FTI has changed (e.g., amended tax return
filed with revised information), then eligibility for, and amounts of, Federal, State, and institutional financial aid may change.
5. If I do not consent to the redisclosure of my FTI to institutions of higher education, State higher education agencies, designated scholarship
organizations, and their respective contractors, the U.S. Department of Education will be unable to calculate my eligibility for Federal student aid or
the eligibility of a FAFSA applicant who has requested that I share my FTI on their FAFSA form.
2024–25
6
Incarcerated Applicant Form
July 1, 2024 – June 30, 2025
Draft 2023-12-06_Incarcerated
FAFSA
2024–25
®
Form
Free Application for Federal Student Aid
OMB No. 1845-0001
For help in filling out the FAFSA form, go to StudentAid.gov/fafsahelp or call 1-800-4-FED-AID (1-800-433-3243).
Student
► The student must complete this section.
Questions 1–24 apply to the student. Leave blank any questions that don’t apply to the student.
1
Student Identity Information
[See Notes page 21.]
The student’s full legal name, for example, as it appears on their Social Security card.
First name
Middle name
Last name
Date of birth
Student
Suffix (e.g., Jr. or III)
Social Security number (SSN)
/
–
/
–
MM / DD / YYYY
Individual Taxpayer Identification Number (ITIN)
–
–
If the student does not have an ITIN, leave this field blank.
2
Student Contact Information
[See Notes page 21.]
Mobile phone number
–
–
Email address
Continue on next line.
Permanent mailing address
Continue on next line.
Include apt. number.
City
ZIP code
State
Country
–
3
Student Current Marital Status
Single
(never married)
Married
(not separated)
Remarried
[See Notes page 21.]
Separated
Divorced
Widowed
7
4
Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
2024–25
Student College or Career School Plans
When the student begins the 2024–25 school year, what will their college grade level be?
First year undergraduate
(freshman)
Second year undergraduate
(sophomore)
Other undergraduate
(junior year and beyond)
Master’s, doctorate, or graduate certificate
program (MA, MBA, MD, JD, PhD, EdD, etc.)
When the student begins the 2024–25 school year, will they already have their first bachelor’s degree?
Yes
No
Will the student be pursuing an initial teaching certification at the elementary or secondary level?
Yes
No
5
Student Personal Circumstances
[See Notes page 21.]
Select all that apply.
The student is currently serving on active duty in the
U.S. armed forces for purposes other than training.
The student is a veteran of the U.S. armed forces.
The student has children or other people (excluding
their spouse) who live with the student and receive
more than half of their support from the student now
and between July 1, 2024, and June 30, 2025.
At any time since the student turned 13, they were an
orphan (no living biological or adoptive parent).
At any time since the student turned 13, they were in foster care.
The student is or was a legally emancipated minor, as determined by a
court in their state of residence.
The student is or was in a legal guardianship with someone other than
their parent or stepparent, as determined by a court in their state of
residence.
None of these apply.
Student Other Circumstances
[See Notes page 21.]
At any time on or after July 1, 2023, was the student unaccompanied and
either (1) homeless or (2) self-supporting and at risk of being homeless?
Yes
No
If the answer is “Yes,” did any of the following determine the student was homeless or at risk of becoming homeless?
Select all that apply.
Director or designee of an emergency
or transitional shelter, street outreach
program, homeless youth drop-in
center, or other program serving those
experiencing homelessness
7
The student’s
high school or
school district
homeless liaison
or designee
Director or designee of
a project supported by
a federal TRIO or GEAR
UP program grant
Financial aid
administrator
(FAA)
Student
6
At any time since the student turned 13, they were a ward of the court.
None of
these apply.
Student Unusual Circumstances
►See “Can I skip any questions?”, on page 4.
Do unusual circumstances prevent the student from contacting their parents or would contacting
their parents pose a risk to the student? This information will help us evaluate the student’s ability to pay for school.
Yes
No
A student may be experiencing unusual circumstances if they:
• Left home due to an abusive or threatening environment;
• Are a victim of human trafficking;
• Are abandoned by or estranged from their parents;
• Are incarcerated, or their parents are incarcerated, and
contact with the parents would pose a risk to the student; or
• Have refugee or asylee status and are separated from their
parents, or their parents are displaced in a foreign country;
• Are otherwise unable to contact or locate their parents.
If the student’s circumstances resulted in their not having a safe, stable place to live, they may be considered a homeless youth and should review
the answer to question 6 about being unaccompanied and homeless.
8
Apply for a Direct Unsubsidized Loan Only
►See “Can I skip any questions?”, on page 4.
Are the student’s parents unwilling to provide their information, but the student doesn’t have an
unusual circumstance, such as those listed in question 7, that prevents them from contacting the
parents or obtaining their information?
Yes
No
If the answer is “Yes,” a financial aid administrator at the student’s school will determine their eligibility for a Direct Unsubsidized Loan only.
If the student is approved for this option, they will not qualify to receive other types of federal student loans (including Direct Subsidized
Loans), federal grants, or Federal Work-Study programs.
8
9
Incarcerated Applicant Form
Family Size
Draft 2023-12-06_Incarcerated
2024–25
►See “Can I skip any questions?”, on page 4.
How many people are in the student’s family?
Include the student (and spouse), the student’s dependent children (even if they live apart due to college enrollment), and other people living with the student now.
Include these dependent children and other people only if the student will provide more than half of their support between July 1, 2024, and June 30, 2025.
10 N u m b e r i n C o l l e g e
►See “Can I skip any questions?”, on page 4.
How many people in the student’s family, including the student, will be in college between July 1, 2024, and June 30, 2025?
11 S t u d e n t D e m o g r a p h i c I n f o r m a t i o n
The answers will not affect the student’s eligibility for federal student aid, be used in any calculations, or be shared with the schools to which the student applies.
They will be used for research purposes only.
What is the student’s gender?
Male
Female
Nonbinary
Prefer not to answer
“Nonbinary” refers to a student who does not identify exclusively as male or female. “Nonbinary” does not refer to a transgender student who identifies
exclusively as either male or female. Transgender students should select the gender with which they identify at the time this form is completed.
12 S t u d e n t R a c e a n d E t h n i c i t y
Is the student of Hispanic, Latino, or Spanish origin? Select all that apply.
No, not of Hispanic,
Latino, or Spanish
origin
Yes, Mexican,
Mexican American,
or Chicano
Yes, Puerto Rican
Yes, Cuban
Yes, another
Hispanic, Latino,
or Spanish origin
Prefer not
to answer
What is the student’s race? Select all that apply. If you select “Other” and enter more than one category in the entry boxes, skip a box between each one.
White
German
Irish
English
Italian
Polish
French
Haitian
Nigerian
Ethiopian
Somali
Vietnamese
Korean
Japanese
Student
The answers will not affect the student’s eligibility for federal student aid, be used in any calculations, or be shared with the schools to which the student applies.
They will be used for research purposes only.
Other:
Enter Lebanese, Egyptian, Iranian, etc.
Black or African American
African American
Jamaican
Other:
Enter Ghanaian, South African, Barbadian, etc.
Asian
Chinese
Filipino
Asian Indian
Other:
Enter Pakistani, Cambodian, Hmong, etc.
American Indian or Alaska Native
Other:
Enter name of enrolled or principal tribe(s) (Navajo, Blackfeet, Mayan, Nome Eskimo Community, etc.)
Native Hawaiian or Other Pacific Islander
Native Hawaiian
Samoan
Chamorro
Tongan
Fijian
Marshallese
Other:
Enter Palauan, Tahitian, Chuukese, etc.
Prefer not to answer
13 S t u d e n t C i t i z e n s h i p
[See Notes page 22.]
Citizenship status
U.S. citizen
or national
Eligible
noncitizen
A–Number
Neither U.S. citizen nor
eligible noncitizen
A
If the student is an eligible noncitizen, provide their A-Number.
9
Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
2024–25
14 S t u d e n t S t a t e o f L e g a l R e s i d e n c e
State
Date the student became a legal resident
/
MM / YYYY
15 P a r e n t E d u c a t i o n S t a t u s
Did either of the student’s parents attend or complete college?
Neither parent
attended college
One or both parents attended college,
but neither parent completed college
One or both parents
completed college
Don’t know
16 Pa rent K ille d i n L i n e o f D u t y
[See Notes page 22.]
17 S t u d e n t H i g h S c h o o l I n f o r m a t i o n
[See Notes page 22.]
Yes
No
Was the student’s parent or guardian killed in the line of duty while (1) serving on active duty as a
member of the U.S. armed forces on or after September 11, 2001, or (2) performing official duties as a public
safety officer? The student may be eligible for additional Federal Pell Grant funds once their eligibility is confirmed by their college or career school.
High school completion status when the student begins the 2024–25 school year
High school diploma
State-recognized high school
equivalent (e.g., GED certificate)
Homeschooled
None of the previous
If the answer is “High school diploma,” provide the name, city, and state of the high school.
High school name
Student
Continue on next line.
State
City
If the answer is “State-recognized high school equivalent,”
which of the following did or will the student receive?
GED
TASC
HiSET
Other
Issuing state
18 F e d e r a l B e n e f i t s R e c e i v e d
[See Notes page 22.]
►See “Can I skip any questions?”, on page 4.
At any time during 2022 or 2023, did the student or anyone in their family receive benefits from any of
the following federal programs? Select all that apply.
Refundable credit for coverage under
a qualified health plan (QHP)
Temporary Assistance for Needy
Families (TANF)
Free or reduced-price school lunch
Supplemental Nutrition
Assistance Program (SNAP)
Special Supplemental Nutrition Program
for Women, Infants, and Children (WIC)
Medicaid
Supplemental Security Income (SSI)
None of these apply.
Earned income credit (EIC)
Federal housing assistance
19 S t u d e n t Ta x F i l i n g S t a t u s
Did or will the student file a 2022 IRS Form 1040 or 1040-NR?
[See Notes page 22.]
Yes
No
Did the student either (1) earn income in a foreign country in 2022, (2) work for an international
organization in 2022 without being required to report income on any tax return, or (3) file a 2022
tax return with Puerto Rico or another U.S. territory?
Yes
No
International organizations include, for example, the United Nations, World Bank, and International Monetary Fund.
►If the answer is “No” to both of the questions above, and the student is not married, questions 20–22 can be skipped;
however, if the student is also required to provide parent information on the form, question 22 must be answered.
Did or will the student file a 2022 joint tax return with their current spouse?
20 S t u d e n t 2 0 2 2 Ta x R e t u r n I n f o r m a t i o n
Filing status
Single
Head of household
Married filing jointly
Yes
No
[If the student had a spouse at any time
in 2022 or later, see Notes page 22.]
Married filing separately
[Question 20 continues on next page.]
Qualifying surviving spouse
10
Incarcerated Applicant Form
20 S t u d e n t 2 0 2 2 Ta x R e t u r n I n f o r m a t i o n
Draft 2023-12-06_Incarcerated
2024–25
[continued]
►Convert all currency to U.S. dollars. If the answer is zero or the question does not apply, enter 0.
If the answer is negative, completely fill the circle (
Income earned from work
,
$
,
–
) before the answer box.
Tax exempt interest income
,
,
$
IRS Form 1040 (or 1040-NR): line 1z +
Schedule 1: lines 3 + 6
,
IRS Form 1040: line 2a
,
Untaxed portions of IRA distributions
IRA rollover into another IRA or qualified plan
$
$
,
,
IRS Form 1040: line 4a minus 4b
Untaxed portions of pensions
,
$
,
IRS Form 1040: line 5a minus 5b
Adjusted gross income
–
,
$
,
,
,
Pension rollover into an IRA or other qualified plan
,
,
$
,
Income tax paid
,
,
$
IRS Form 1040 (or 1040-NR): line 11
Yes
No
IRA deductions and payments to self-employed
SEP, SIMPLE, and qualified plans
Education credits
$
$
,
,
Net profit or loss from IRS Form 1040
Schedule C
,
,
IRS Form 1040 Schedule C: line 31
,
IRS Form 1040 Schedule 3: line 3
Did the student file a Schedule A, B, D, E, F, or H
with their 2022 IRS Form 1040?
$
Don’t know
(American Opportunity and Lifetime Learning credits)
IRS Form 1040 Schedule 1: total of lines 16 + 20
–
,
Yes
No
Don’t know
Student
IRS Form 1040: line 27
,
,
IRS Form 1040: line 22 minus Schedule 2: line 2. If negative, enter a zero.
Did the student receive the earned income credit (EIC)?
,
,
[See Notes page 22.]
Amount of college grants, scholarships, or AmeriCorps
benefits reported as income to the IRS
,
$
,
,
The student paid taxes on these grants, scholarships, or benefits. These
usually apply to those renewing their FAFSA form, not to first-time applicants.
If the student is married, include the amount their spouse reported.
Foreign earned income exclusion
–
,
$
,
IRS Form 1040 Schedule 1: line 8d
21 A n n u a l C h i l d S u p p o r t R e c e i v e d
►See “Can I skip any questions?”, on page 4.
Enter total amount the student received in child support for the last complete calendar year. If the answer to question 3 was “Married” or
“Remarried,” enter the combined amount the student and their spouse received. If the answer is zero or the question does not apply, enter 0.
$
,
,
22 S t u d e n t A s s e t s
[See Notes page 22.]
If the answer to question 3 was “Married” or “Remarried,” enter the combined amounts held by the student and their spouse. If the answer is
zero or the question does not apply, enter 0.
Current total of cash, savings,
and checking accounts
Current net worth of investments,
including real estate
Current net worth of businesses
and investment farms
$
$
$
,
,
Don't include student financial aid.
,
,
Don’t include the home the student lives in.
Net worth is the value of the investments
minus any debts owed against them.
,
,
Enter the net worth of the student’s businesses or forprofit agricultural operations. Net worth is the value of the
businesses or farms minus any debts owed against them.
11
Incarcerated Applicant Form
23 C o l l e g e s
Draft 2023-12-06_Incarcerated
[See Notes page 22.]
Enter the schools that should receive the student’s FAFSA information.
College 1
College 1
Federal School Code
OR
College 2
Federal School Code
OR
College 3
Federal School Code
OR
College 4
Federal School Code
OR
College 5
Federal School Code
College 6
Federal School Code
OR
College 7
Federal School Code
OR
College 8
Federal School Code
OR
College 9
Federal School Code
OR
College 10
Federal School Code
OR
1
Address
and city
College 2
name
2
Address
and city
College 3
name
3
Address
and city
College 4
name
4
Address
and city
College 5
name
5
Address
and city
College 6
name
6
Address
and city
College 7
name
7
Address
and city
College 8
name
8
Address
and city
College 9
name
9
Address
and city
College 10
name
10
Address
and city
24 S t u d e n t C o n s e n t , A p p r o v a l , a n d S i g n a t u r e
State
State
State
State
State
State
Student
OR
name
2024–25
State
State
State
State
[See page 6.]
Refer to the terms on page 6. By filling in the answer circle below and signing this form, you (the student) agree to the terms set forth on page 6.
If you do not provide approval by filling in the circle below and providing your signature, you will not be eligible for federal student aid.
Approval to transfer federal tax information from the Internal Revenue Service (IRS)
Student signature
Date signed
/
/
MM / DD / YYYY
12
Student
Incarcerated Applicant Form
Spouse
Draft 2023-12-06_Incarcerated
2024–25
► See “Who must provide information on the FAFSA form?”, on page 3, to determine if a spouse must complete this section.
Questions 25–29 apply to the student’s spouse. Leave blank any questions that don’t apply to the student’s spouse.
25 S t u d e n t S p o u s e I d e n t i t y I n f o r m a t i o n
The student spouse’s full legal name, for example, as it appears on their Social Security card.
First name
Middle name
Last name
Suffix (e.g., Jr. or III)
Date of birth
/
Social Security number (SSN)
–
If the student spouse does not have an SSN,
enter all zeros.
Individual Taxpayer Identification Number (ITIN)
–
If the student spouse does not have an ITIN, leave this field blank.
26 S t u d e n t S p o u s e C o n t a c t I n f o r m a t i o n
[See Notes page 21.]
–
S pouse
Mobile phone number
Student
–
–
/
MM / DD / YYYY
–
Email address
Continue on next line.
Permanent mailing address
Continue on next line.
Include apt. number.
City
ZIP code
State
Country
–
27 S t u d e n t S p o u s e Ta x F i l i n g S t a t u s
[See Notes page 22.]
►See “Can I skip any questions?”, on page 4.
Did or will the student spouse file a 2022 IRS Form 1040 or 1040-NR?
Yes
Did the student spouse either (1) earn income in a foreign country in 2022, (2) work for an
international organization in 2022 without being required to report income on any tax return,
or (3) file a 2022 tax return with Puerto Rico or another U.S. territory?
No
Yes
No
International organizations include, for example, the United Nations, World Bank, and International Monetary Fund.
►If the answer is “No” to both of the questions above, question 28 can be skipped.
13
Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
28 S t u d e n t S p o u s e 2 0 2 2 Ta x R e t u r n I n f o r m a t i o n
[See Notes page 22.]
2024–25
►See “Can I skip any questions?”, on page 4.
Filing status
Single
Head of household
Married filing jointly
Married filing separately
Qualifying surviving spouse
►Convert all currency to U.S. dollars. If the answer is zero or the question does not apply, enter 0.
If the answer is negative, completely fill the circle (
Income earned from work
,
$
,
–
) before the answer box.
Tax exempt interest income
,
,
$
IRS Form 1040 (or 1040-NR): line 1z +
Schedule 1: lines 3 + 6
,
IRS Form 1040: line 2a
,
Untaxed portions of IRA distributions
IRA rollover into another IRA or qualified plan
$
$
,
,
IRS Form 1040: line 4a minus 4b
Untaxed portions of pensions
,
$
,
IRS Form 1040: line 5a minus 5b
Adjusted gross income
,
$
,
,
Pension rollover into an IRA or other qualified plan
,
,
$
,
Income tax paid
,
,
$
IRS Form 1040 (or 1040-NR): line 11
$
$
(American Opportunity and Lifetime Learning credits)
,
Did the student spouse file a Schedule A, B, D, E, F, or H
with their 2022 IRS Form 1040?
Yes
Net profit or loss from IRS Form 1040 Schedule C
$
,
,
IRS Form 1040 Schedule C: line 31
,
,
IRS Form 1040 Schedule 3: line 3
IRS Form 1040 Schedule 1: total of lines 16 + 20
–
,
No
Don’t know
Foreign earned income exclusion
,
–
,
$
S pouse
Education credits
,
,
IRS Form 1040: line 22 minus Schedule 2: line 2. If negative, enter a zero.
IRA deductions and payments to self-employed
SEP, SIMPLE, and qualified plans
,
,
Student
–
,
,
IRS Form 1040 Schedule 1: line 8d
29 S t u d e n t S p o u s e C o n s e n t , A p p r o v a l , a n d S i g n a t u r e
[See page 6.]
►See “Can I skip any questions?”, on page 4.
Refer to the terms on page 6. By filling in the answer circle below and signing this form, you (the student spouse) agree to the terms set forth on page 6.
If you do not provide approval by filling in the circle below and providing your signature, the student will not be eligible for federal student aid.
Approval to transfer federal tax information from the Internal Revenue Service (IRS)
Student spouse signature
Date signed
/
/
MM / DD / YYYY
14
Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
2024–25
Parent
► See “Who must provide information on the FAFSA form?”, on page 3, to determine if a parent must complete this section.
Questions 30–41 apply to the student’s parent. Leave blank any questions that don’t apply to the parent.
30 P a r e n t I d e n t i t y I n f o r m a t i o n
The parent’s full legal name, for example, as it appears on their Social Security card.
First name
Middle name
Last name
Suffix (e.g., Jr. or III)
Date of birth
/
Social Security number (SSN)
–
/
–
If the parent does not have an SSN, enter all zeros.
MM / DD / YYYY
Individual Taxpayer Identification Number (ITIN)
–
31 P a r e n t C o n t a c t I n f o r m a t i o n
[See Notes page 21.]
Mobile phone number
–
Parent
–
If the parent does not have an ITIN, leave this field blank.
–
Email address
Continue on next line.
Permanent mailing address
Continue on next line.
Include apt. number.
City
ZIP code
State
Country
–
32 P a r e n t C u r r e n t M a r i t a l S t a t u s
Single
(never married)
Unmarried and both legal
parents living together
Married
(not separated)
[See Notes page 21.]
Remarried
Separated
Divorced
Widowed
33 P a r e n t S t a t e o f L e g a l R e s i d e n c e
State
Date the parent became a legal resident
/
MM / YYYY
15
Incarcerated Applicant Form
34 F a m i l y S i z e
Draft 2023-12-06_Incarcerated
2024–25
How many people are in the parent’s family?
Include the parent (and spouse or partner), the student, the parent’s dependent children (even if they live apart because of
college enrollment), and other people living with the parent now. Include these dependent children and other people only if
the parent will provide more than half of their support between July 1, 2024, and June 30, 2025.
35 N u m b e r i n C o l l e g e
How many people in the parent’s family will be in college between July 1, 2024, and June 30, 2025?
Do not include parent(s).
36 F e d e r a l B e n e f i t s R e c e i v e d
[See Notes page 22.]
At any time during 2022 or 2023, did the parent or anyone in their family receive benefits from any of the following
federal programs? Select all that apply.
Earned income credit (EIC)
Refundable credit for coverage under
a qualified health plan (QHP)
Temporary Assistance for Needy
Families (TANF)
Free or reduced-price school lunch
Supplemental Nutrition
Assistance Program (SNAP)
Special Supplemental Nutrition Program
for Women, Infants, and Children (WIC)
Medicaid
Supplemental Security Income (SSI)
None of these apply.
Federal housing assistance
37 P a r e n t Ta x F i l i n g S t a t u s
[See Notes page 22.]
Yes
No
If the answer is “No,” indicate which one of the following situations applies to the parent for 2022:
►If one of the options in the second column below is selected and the parent is unmarried, questions 38–40 can be skipped.
The parent filed or will file a tax return with Puerto Rico
or another U.S. territory.
The parent, even though they earned income in the
U.S., did not and will not file a U.S. tax return because
their income was below the tax filing threshold.
The parent filed or will file a foreign tax return.
The parent did not and will not file a U.S. tax return for
reasons other than low income.
The parent either earned income in a foreign country but did not
and will not file a foreign tax return, or worked for an international
organization and was not required to report income on any tax return.
The parent did not and will not file any tax return
because they did not earn any income.
International organizations include, for example, the United Nations,
World Bank, and International Monetary Fund.
Did or will the parent file a 2022 joint tax return with their current spouse?
Yes
38 P a r e n t 2 0 2 2 Ta x R e t u r n I n f o r m a t i o n
Head of household
Married filing jointly
No
[If the parent had a spouse at any time
in 2022 or later, see Notes page 22.]
Filing status
Single
Parent
Did or will the parent file a 2022 IRS Form 1040 or 1040-NR?
Married filing separately
Qualifying surviving spouse
►Convert all currency to U.S. dollars. If the answer is zero or the question does not apply, enter 0.
If the answer is negative, completely fill the circle (
Income earned from work
$
,
,
,
–
) before the answer box.
Tax exempt interest income
$
IRS Form 1040 (or 1040-NR): line 1z +
Schedule 1: lines 3 + 6
,
,
IRS Form 1040: line 2a
,
Untaxed portions of IRA distributions
IRA rollover into another IRA or qualified plan
$
$
,
,
IRS Form 1040: line 4a minus 4b
Untaxed portions of pensions
$
,
,
IRS Form 1040: line 5a minus 5b
,
,
,
,
,
Pension rollover into an IRA or other qualified plan
$
,
[Question 38 continues on next page.]
,
,
16
Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
2024–25
38 P a r e n t 2 0 2 2 Ta x R e t u r n I n f o r m a t i o n
Adjusted gross income
–
,
$
[continued]
Income tax paid
,
,
$
IRS Form 1040 (or 1040-NR): line 11
Did the parent receive the earned income credit (EIC)?
Yes
IRS Form 1040: line 27
No
IRA deductions and payments to self-employed
SEP, SIMPLE, and qualified plans
Education credits
$
$
,
,
,
,
Yes
,
IRS Form 1040 Schedule C: line 31
No
Don’t know
[See Notes page 22.]
Net profit or loss from IRS Form
1040 Schedule C
,
,
IRS Form 1040 Schedule 3: line 3
Did the parent file a Schedule A, B, D, E, F, or H
with their 2022 IRS Form 1040?
$
Don’t know
(American Opportunity and Lifetime Learning credits)
IRS Form 1040 Schedule 1: total of lines 16 + 20
–
,
IRS Form 1040: line 22 minus Schedule 2: line 2. If negative, enter a zero.
Amount of college grants, scholarships, or AmeriCorps
benefits reported as income to the IRS
,
$
,
,
The parent paid taxes on these grants, scholarships, or benefits. These
usually apply to those renewing their FAFSA form, not to first-time applicants.
If the parent is married, include the amount their spouse reported.
–
,
$
,
IRS Form 1040 Schedule 1: line 8d
39 A n n u a l C h i l d S u p p o r t R e c e i v e d
Enter total amount the parent received in child support for the last complete calendar year. If the answer to question 32 was “Married,”
“Remarried,” or “Unmarried and both legal parents living together,” enter the combined amount the parent and their spouse received.
If the answer is zero or the question does not apply, enter 0.
$
,
Parent
Foreign earned income exclusion
,
40 P a r e n t A s s e t s
[See Notes page 22.]
If the answer to question 32 was “Married,” “Remarried,” or “Unmarried and both legal parents living together,” enter the
combined amounts held by the parent and their spouse. If the answer is zero or the question does not apply, enter 0.
Current total of cash, savings,
and checking accounts
Current net worth of investments,
including real estate
Current net worth of businesses
and investment farms
$
$
$
,
,
Don’t include student financial aid.
,
,
Don’t include the home the parent lives in.
Net worth is the value of the investments
minus any debts owed against them.
,
,
Enter the net worth of the parent’s businesses or forprofit agricultural operations. Net worth is the value of the
businesses or farms minus any debts owed against them.
41 P a r e n t C o n s e n t , A p p r o v a l , a n d S i g n a t u r e
[See page 6.]
Refer to the terms on page 6. By filling in the answer circle below and signing this form, you (the parent) agree to the terms set forth on page 6.
If you do not provide approval by filling in the circle below and providing your signature, the student will not be eligible for federal student aid.
Approval to transfer federal tax information from the Internal Revenue Service (IRS)
Parent signature
Date signed
/
/
MM / DD / YYYY
17
Parent
Spouse or Partner
Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
2024–25
► Do not complete this section if you are not the student’s legal parent or stepparent. See “Who must provide information on the
FAFSA form?”, on page 3, to determine if the parent spouse or partner must complete this section.
Questions 42–46 apply to the parent spouse or partner. Leave blank any questions that don’t apply to the parent spouse or partner.
42 P a r e n t S p o u s e o r P a r t n e r I d e n t i t y I n f o r m a t i o n
The parent spouse or partner’s full legal name, for example, as it appears on their Social Security card.
First name
Middle name
Last name
Suffix (e.g., Jr. or III)
Date of birth
/
Social Security number (SSN)
–
If the parent spouse or partner does not have
an SSN, enter all zeros.
Individual Taxpayer Identification Number (ITIN)
–
–
/
MM / DD / YYYY
–
43 P a r e n t S p o u s e o r P a r t n e r C o n t a c t I n f o r m a t i o n
Parent
If the parent spouse or partner does not have an ITIN, leave this field blank.
[See Notes page 21.]
Mobile phone number
–
Email address
Continue on next line.
Permanent mailing address
Continue on next line.
Include apt. number.
City
ZIP code
State
Country
–
44 P a r e n t S p o u s e o r P a r t n e r Ta x F i l i n g S t a t u s
S pouse or Partner
–
[See Notes page 22.]
►See “Can I skip any questions?”, on page 4.
Did or will the parent spouse or partner file a 2022 IRS Form 1040 or 1040-NR?
Yes
No
If the answer is “No,” indicate which one of the following situations applies to the parent spouse or partner for 2022:
►If one of the options in the second column below is selected, question 45 can be skipped.
The parent spouse or partner filed or will file a tax
return with Puerto Rico or another U.S. territory.
The parent spouse or partner filed or will file a foreign tax return.
The parent spouse or partner either earned income in a foreign country but
did not and will not file a foreign tax return, or worked for an international
organization and was not required to report income on any tax return.
International organizations include, for example, the United Nations,
World Bank, and International Monetary Fund.
The parent spouse or partner, even though they earned
income in the U.S., did not and will not file a U.S. tax return
because their income was below the tax filing threshold.
The parent spouse or partner did not and will not file a
U.S. tax return for reasons other than low income.
The parent spouse or partner did not and will not file
any tax return because they did not earn any income.
18
Incarcerated Applicant Form
Draft 2023-12-06_Incarcerated
45 Parent Spouse or Partner 2022 Tax Return Information
[See Notes page 22.]
2024–25
►See “Can I skip any questions?”, on page 4.
Filing status
Single
Head of household
Married filing jointly
Married filing separately
Qualifying surviving spouse
►Convert all currency to U.S. dollars. If the answer is zero or the question does not apply, enter 0.
If the answer is negative, completely fill the circle (
Income earned from work
,
$
,
–
) before the answer box.
Tax exempt interest income
,
,
$
IRS Form 1040 (or 1040-NR): line 1z +
Schedule 1: lines 3 + 6
,
IRS Form 1040: line 2a
,
Untaxed portions of IRA distributions
IRA rollover into another IRA or qualified plan
$
$
,
,
IRS Form 1040: line 4a minus 4b
Untaxed portions of pensions
,
$
,
IRS Form 1040: line 5a minus 5b
Adjusted gross income
,
$
,
,
Pension rollover into an IRA or other qualified plan
,
,
$
,
Income tax paid
,
,
$
IRS Form 1040 (or 1040-NR): line 11
$
$
(American Opportunity and Lifetime Learning credits)
,
Did the parent spouse or partner file a Schedule A, B,
D, E, F, or H with their 2022 IRS Form 1040?
Yes
Net profit or loss from IRS Form 1040 Schedule C
$
,
,
IRS Form 1040 Schedule C: line 31
,
,
IRS Form 1040 Schedule 3: line 3
IRS Form 1040 Schedule 1: total of lines 16 + 20
–
,
No
Don’t know
Foreign earned income exclusion
,
–
,
$
,
IRS Form 1040 Schedule 1: line 8d
46 Parent Spouse or Partner Consent, Approval, and Signature
[See page 6.]
►See “Can I skip any questions?”, on page 4.
Refer to the terms on page 6. By filling in the answer circle below and signing this form, you (the parent spouse or partner) agree to the terms set forth on page 6.
If you do not provide approval by filling in the circle below and providing your signature, the student will not be eligible for federal student aid.
S pouse or Partner
Education credits
,
,
IRS Form 1040: line 22 minus Schedule 2: line 2. If negative, enter a zero.
IRA deductions and payments to self-employed
SEP, SIMPLE, and qualified plans
,
,
Parent
–
,
Approval to transfer federal tax information from the Internal Revenue Service (IRS)
Parent spouse or partner signature
Date signed
/
/
MM / DD / YYYY
19
Incarcerated Applicant Form
Preparer
Draft 2023-12-06_Incarcerated
2024–25
► See “Who must provide information on the FAFSA form?”, on page 3, to determine if a preparer must complete this section.
Paid preparers are prohibited.
Questions 47–49 apply to the preparer. Leave blank any questions that don’t apply to the preparer.
47 P r e p a r e r I d e n t i t y I n f o r m a t i o n
First name
Last name
Social Security number (SSN)
–
Employer Identification Number (EIN)
–
–
Preparer
48 P r e p a r e r C o n t a c t I n f o r m a t i o n
Affiliation / Organization
Permanent mailing address
Continue on next line.
Include apt. number.
City
State
ZIP code
–
49 P r e p a r e r S i g n a t u r e
[See page 6.]
Refer to the terms on page 6. By signing this form, you (the preparer) agree to the terms set forth on page 6.
Preparer signature
Date signed
/
/
MM / DD / YYYY
Mail Your FAFSA® Form
Make a copy of pages 7 through 20 for your records. Then mail the original of pages 7 through 20 to:
Federal Student Aid Programs, P.O. Box 70205, London, KY 40742-0205
Extra postage will be required.
College Use Only
Federal school code
D/O
FAA signature
Data Entry Use Only
*
@
D
C
20
Incarcerated Applicant Form
Notes
Identity Information – Question 1
Enter your Social Security number (SSN) as it appears on your Social Security
card. Attention student residents of Freely Associated States (Republic of
Palau, Republic of the Marshall Islands, or Federated States of Micronesia):
If the student is a first-time applicant, enter “000” in the first three boxes of the
field and leave the remaining six positions blank; we will create an identification
number to be used for federal student aid purposes. If the student was issued
an identification number beginning with “666” when previously submitting a
FAFSA form, enter that number in the Social Security number field.
Contact Information – Questions 2, 26, 31, and 43
We will use your email address to communicate with you electronically. For
example, when this FAFSA form has been processed, the student and parent will
be notified by email. Your email address will also be shared with your state and
the colleges listed on your FAFSA form to allow them to communicate with you.
If you are homeless or have no stable address, you can provide an address where
you can reliably receive mail. If you secure a permanent address during the school
year, we recommend that you update your address in your FAFSA form.
Common country codes: US (United States), CA (Canada), and MX (Mexico).
For U.S. territories, use their state code as their country code (for example, PR
for Puerto Rico).
Current Marital Status – Questions 3 and 32
Personal Circumstances – Question 5
Active Duty: Select this box if you are currently serving in the U.S. armed
forces or are a National Guard or Reserves enlistee who is on active duty for
other than state or training purposes. Do not check the box if you are a National
Guard or Reserves enlistee who is on active duty for state or training purposes.
Veteran: Select this box if you (1) have engaged in active duty (including basic
training) in the U.S. armed forces, or are a National Guard or Reserves enlistee
who was called to active duty for other than state or training purposes, or were
a cadet or midshipman at one of the service academies, and (2) were released
under a condition other than dishonorable. Also select the box if you are not a
veteran now but will be one by June 30, 2025.
Do not select the box if you (1) are currently serving in the U.S. armed forces
and will continue to serve through June 30, 2025, (2) have never engaged in
active duty (including basic training) in the U.S. armed forces, (3) are currently a
ROTC student or a cadet or midshipman at a service academy, (4) are a National
Guard or Reserves enlistee activated only for state or training purposes, or
(5) were engaged in active duty in the U.S. armed forces but released under
dishonorable conditions.
The term “active duty for training” means: (A) full-time duty in the armed forces
performed by Reserves for training purposes; (B) full-time duty for training
purposes performed as a commissioned officer of the Reserve Corps of the
Public Health Service (i) on or after July 29, 1945, or (ii) before that date under
circumstances affording entitlement to “full military benefits”, or (iii) at any time,
for the purposes of chapter 13 of this title; (C) in the case of members of the
Army National Guard or Air National Guard of any State, full-time duty under
section 316 (duty as instructors at rifle ranges for the training of civilians in the
use of military arms), 502 (Required drills and field exercises), 503 (Participation
in field exercises), 504 (National Guard schools and small arms competitions),
or 505 (Army and Air Force schools and field exercises) of title 32, or the prior
corresponding provisions of law; (D) duty performed by a member of a Senior
Reserve Officers’ Training Corps program when ordered to such duty for the
purpose of training or a practice cruise under chapter 103 of title 10 for a period
2024–25
of not less than four weeks and which must be completed by the member before
the member is commissioned; and (E) authorized travel to or from such duty.
The term does not include duty performed as a temporary member of the Coast
Guard Reserve.
The term “inactive duty training” means: (A) duty (other than full-time duty)
prescribed for Reserves (including commissioned officers of the Reserve Corps
of the Public Health Service) by the Secretary concerned under section 206 of
title 37 or any other provision of law; (B) special additional duties authorized
for Reserves (including commissioned officers of the Reserve Corps of the
Public Health Service) by an authority designated by the Secretary concerned
and performed by them on a voluntary basis in connection with the prescribed
training or maintenance activities of the units to which they are assigned; and
(C) training (other than active duty for training) by a member of, or applicant
for membership (as defined in section 8140[g] of title 5) in, the Senior Reserve
Officers’ Training Corps prescribed under chapter 103 of title 10.
Orphan: Select this box if at any time since you turned 13, you had no living
parent, even if you are now adopted.
Ward of the Court: Select this box if at any time since you turned 13, you
were a dependent or ward of the court, even if you are no longer a dependent
or ward of the court today. For federal student aid purposes, someone who is
incarcerated is not considered a ward of the court.
Foster Care: Select this box if at any time since you turned 13, you were in
foster care, even if you are no longer in foster care today. If you are not sure if
you were in foster care, check with your state child welfare agency. You can find
that agency’s contact information at childwelfare.gov/nfcad.
Emancipation: Select this box if you can provide a copy of a court’s decision
that, as of today, you are an emancipated minor. Also select the box if you
can provide a copy of a court’s decision that you were an emancipated minor
immediately before you reached the age of being an adult in your state. The
court must be located in your state of legal residence at the time the court’s
decision was issued. Do not select the box if you are still a minor and the court
decision is no longer in effect or the court decision was not in effect at the time
you became an adult.
Legal Guardianship: The definition of legal guardianship does not include your
parents, even if they were appointed by a court to be your guardians. You are
also not considered a legal guardian of yourself.
Select this box if you can provide a copy of a court’s decision that, as of today,
you are in legal guardianship. Also select the box if you can provide a copy of
a court’s decision that you were in legal guardianship immediately before you
reached the age of being an adult in your state. The court must be located in
your state of legal residence at the time the court’s decision was issued. Do
not select the box if you are still a minor and the court decision is no longer in
effect or the court decision was not in effect at the time you became an adult.
Also leave the box blank and contact your school if custody was awarded by the
courts and the court papers say “custody” (not “guardianship”).
If you meet any of these conditions, the financial aid administrator at your school
may require you to provide proof that you were in foster care, a dependent or
ward of the court, an emancipated minor, or in legal guardianship.
Notes
Report your marital status as of the date you sign your FAFSA form. If your
marital status changes after you sign your FAFSA form, check with the financial
aid office at the college.
For parents: Do not include any person who is not married to the student’s
parent and who is not a legal parent. Contact 1-800-433-3243 for help.
If the student’s legal parents are:
• married, select “Married” or “Remarried.”
• not married to each other and live together, select “Unmarried and both legal
parents living together.”
• divorced but living together, select “Unmarried and both legal parents living
together.”
• separated but living together, select “Married,” not “Divorced” or “Separated.”
Draft 2023-12-06_Incarcerated
Other Circumstances – Question 6
“Homeless” means lacking fixed, regular, and adequate housing. You may
be homeless if you are living in shelters, parks, motels, hotels, public spaces,
camping grounds, cars, abandoned buildings, or temporarily living with other
people because you have nowhere else to go. Also, if you are living in any
of these situations and fleeing an abusive parent, you may be considered
homeless even if your parent would otherwise provide a place to live.
“Unaccompanied” means you are not living in the physical custody of your
parent or guardian.
If you selected “Yes” to being unaccompanied and homeless (or unaccompanied,
self-supporting, and at risk of being homeless) at any time on or after July 1,
2023, select the appropriate box if you received a determination to that effect.
(The financial aid administrator at your college may ask you for a copy of the
determination.) If you answered “Yes” but did not receive a determination from
the persons listed, select “None of these apply” and contact the financial aid
administrator at your college. This person can determine if you are “homeless”
and, therefore, not required to provide parent information.
[Notes continue on next page.]
21
Incarcerated Applicant Form
Citizenship – Question 13
If you are an eligible noncitizen, write in your eight- or nine-digit A-Number.
Generally, you are an eligible noncitizen if you are (1) a permanent U.S. resident
with a Permanent Resident Card (I-551); (2) a conditional permanent resident
with a Conditional Green Card (I-551C); (3) the holder of an Arrival-Departure
Record (I-94) from the Department of Homeland Security showing any one of
the following designations: “Refugee,” “Asylum Granted,” “Parolee” (I-94 confirms
that you were paroled for a minimum of one year and status has not expired),
T-Visa holder (T-1, T-2, T-3, etc.) or “Cuban-Haitian Entrant;” or (4) the holder of
a valid certification or eligibility letter from the Department of Health and Human
Services showing a designation of “Victim of human trafficking.”
If you are in the U.S. and have been granted Deferred Action for Childhood
Arrivals (DACA), an F1 or F2 student visa, a J1 or J2 exchange visitor visa, or a
G series visa (pertaining to international organizations), select “Neither citizen
nor eligible noncitizen.” You will not be eligible for federal student aid. If you
have a Social Security number but are not a citizen or an eligible noncitizen,
including if you have been granted DACA, you should still complete the FAFSA
form because you may be eligible for state or college aid.
Draft 2023-12-06_Incarcerated
2024–25
married or living together with a partner, only the parent’s information should
be entered in question 38, and the spouse or partner should complete question
45 with their own information.
See also “Who must provide information on the FAFSA form?,” on page 3.
College Grants, Scholarships, or AmeriCorps Benefits Reported to the IRS:
Taxable college grant and scholarship aid reported to the IRS as income. Includes
AmeriCorps benefits (awards, living allowances, and interest accrual payments),
as well as grant and scholarship portions of fellowships and assistantships.
Assets – Questions 22 and 40
Notes
Net worth means the current value, as of today, of investments, businesses,
and/or investment farms, minus debts related to those same investments,
businesses, and/or investment farms. When calculating net worth, use 0 for
investments or properties with a negative value.
Investments include real estate (do not include the home in which you live),
rental property (includes a unit within a family home that has its own entrance,
kitchen, and bath rented to someone other than a family member), trust funds,
UGMA and UTMA accounts, money market funds, mutual funds, certificates
of deposit, stocks, stock options, bonds, other securities, installment and land
sale contracts (including mortgages held), commodities, etc.
Parent Killed in Line of Duty – Question 16
Investments also include qualified education benefits or education savings
A public safety officer generally includes the following:
accounts such as Coverdell savings accounts, 529 college savings plans, and the
• Law enforcement officer, firefighter, or chaplain
refund value of 529 prepaid tuition plans. If the student is required to report parent
• Federal Emergency Management Agency (FEMA) employee
information on the FAFSA form, parents should not report the value of education
• Emergency management or civil defense agency employee
savings accounts for other children. Qualified education benefits or education
• Member of a rescue squad or ambulance crew
• Others defined in the Omnibus Crime Control and Safe Streets Act of 1968. savings accounts must be reported as an asset of the parent if the student is
required to report parent information. If the student is not required to report parent
High School Information – Question 17
information on the FAFSA form, the education benefit or savings account is reported
State-recognized high school equivalents:
as an asset of the student. UGMA and UTMA accounts are considered the assets
• GED®: General Educational Development Test
of the student and must be reported as an asset of the student on the FAFSA form,
• HiSET®: High School Equivalency Test
regardless of whether the student is required to report parent information.
Investments do not include the home you live in, the value of life insurance,
• TASCTM: Test Assessing Secondary Completion
ABLE accounts, retirement plans (401[k] plans, pension funds, annuities, nonFederal Benefits Received – Questions 18 and 36
Answer this question about you, your spouse, or anyone in your family. education IRAs, Keogh plans, etc.), or cash, savings, and checking accounts
Answering these questions will NOT reduce eligibility for student aid or these reported in the previous question.
programs. TANF has different names in many states. Call 1-800-433-3243 to Investments also do not include UGMA/UTMA accounts for which the student
is the custodian but not the owner or the value of qualified education benefits
find out the name of your state’s program.
or education savings accounts that are for the benefit of the parent’s other
Tax Filing Status – Questions 19, 27, 37, and 44
children (not the student).
U.S. territories include Puerto Rico, Guam, American Samoa, the U.S. Virgin
Investment value means the current balance or market value of these
Islands, and the Northern Mariana Islands.
investments as of today. Investment debt means only those debts that are
For more information about IRS tax filing thresholds, see IRS Publication 17.
related to the investments.
If you filed or will file a foreign tax return or IRS 1040-NR, or a tax return with Businesses and investment farms include businesses that you own (including
Puerto Rico, another U.S. territory, or one of the Freely Associated States, use the a small or family-run business) or income-producing farms that you own (including
information from that return to fill out this form. If you filed a non-U.S. tax return the fair market value of land, buildings, livestock, unharvested crops, and machinery
or earned income in a foreign country, visit StudentAid.gov/2425/help/non-us-tax- actively used in investment farms, agricultural, or commercial activities).
information for guidance on how to answer questions about tax return items.
Businesses and investment farms do not include the value of crops that
2022 Tax Return Information – Questions 20, 28, 38, and 45 are grown solely for consumption by the student and their family or the home in
Questions 20 (Student) and 28 (Student Spouse): If the student filed which you live. If the home in which you live is also located on a farm that you
jointly with a spouse in 2022 and is currently married to that person, the joint own, do not include the net value of that principal residence in the net value of
information of both should be entered in question 20, and the spouse should all farm assets. The principal residence may include the home, structures, and
not complete question 28.
land that are adjacent to the home that are not being used, stored, or sold for
If the student filed jointly with a spouse in 2022 but is no longer married to that farming or other commercial activities.
person, only the student’s information should be entered in question 20, and no Colleges – Question 23
information from the former spouse should be entered in questions 20 or 28.
Indicate the schools that you want to receive your FAFSA information. You can
If the student did not file jointly with a spouse in 2022 and is currently married, find federal school codes at StudentAid.gov/fafsa-app/FSCsearch or by calling
only the student’s information should be entered in question 20, and the spouse 1-800-433-3243. If you cannot obtain a code, write in the complete name, address,
should complete question 28 with their own information.
city, and state of the college. If you want more schools to receive your FAFSA
Questions 38 (Parent) and 45 (Parent Spouse or Partner): If the parent filed information, read What is the FAFSA form?, on page 3. Most of the information
jointly with a spouse or partner in 2022 and is currently married to or living you included on your FAFSA form, except for the list of colleges, will be sent
together with that person, the joint information of both should be entered in to each of the colleges you listed. In addition, most of your FAFSA information,
question 38, and the spouse or partner should not complete question 45.
including the list of colleges, will be sent to your state grant agency.
If the parent filed jointly with a spouse or partner in 2022 but is no longer For federal student aid purposes, it does not matter in what order you
married to or living with that person, only the parent’s information should be list your selected schools. However, the order in which you list schools
entered in question 38, and no information from the former spouse or partner may affect your eligibility for state aid. Consult your state agency or
should be entered in questions 38 or 45.
StudentAid.gov/order for details.
If the parent did not file jointly with a spouse or partner in 2022 and is currently
22
| File Type | application/pdf |
| File Title | Free Application for Federal Student Aid (FAFSA) July 1, 2024 - June 30, 2025 |
| Subject | 2024-2025, FAFSA, Free, Application, Federal, Student Aid, Education, U.S., Department of Education, Education, Aid, Student Aid |
| Author | U.S. Department of Education’s Federal Student Aid |
| File Modified | 2023-12-06 |
| File Created | 2023-12-06 |