1. Catherine Metcalf | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals The FSA ID – Resources for Assisting Students, Parents, and Borrowers to Create and Use an FSA ID Session 44

2. Agenda Introduction FSA ID Advance Placement ‘EXAM’ Resources Trouble Shooting Enhancements and Feedback Questions and Answers 2

3. FSA ID 3

4. 18+ million FSA IDs 75+ million logins Increases security of personal information such as SSN, DOB, and financial information Expands number of self-service options and options for future enhancements 4

5. FSA ID – AP ‘Exam’ FSA ID Advanced Placement 5

6. FSA ID – AP ‘Exam’ You must wait one to three days for your Social Security match before you can submit your FAFSA ® a) TRUE b) FALSE 6

7. FSA ID – AP ‘Exam’ You must wait one to three days after creating your FSA ID for your Social Security match before you can submit your FAFSA ® FALSE You can create, sign, and submit a new FAFSA ® immediately after creating an FSA ID 7

8. FSA ID – AP ‘Exam’ You must verify your e-mail before you can use your FSA ID a) TRUE b) FALSE 8

9. FSA ID – AP ‘Exam’ You must verify your e-mail before you can use your FSA ID FALSE You are not required to verify your e-mail in order to use your FSA ID 9

10. FSA ID – AP ‘Exam’ Students need to wait 30 minutes after they reset their FSA ID password before they can log in a) True b) False c) Students only need to wait 30 minutes, if they use their Challenge Questions to reset their password d) Students only need to wait 30 minutes if they use their e-mail to reset their password 10

11. FSA ID – AP ‘Exam’ Students need to wait 30 minutes after they reset their FSA ID password before they can log in a) True b) False c) Students only need to wait 30 minutes, if they use their challenge questions to reset their password d) Students only need to wait 30 minutes, if they use their e-mail to reset their password 11

12. FSA ID – AP ‘Exam’ You do not need an e-mail address to create an FSA ID a) True b) True, but it is highly recommend because it makes retrieving a forgotten Username or password much easier c) False 12

13. FSA ID – AP ‘Exam’ You do not need an e-mail address to create an FSA ID a) True b) True, but it is highly recommend because it makes retrieving a forgotten Username or password much easier c) False 13

14. FSA ID – AP ‘Exam’ Once an e-mail address has been verified, it can be used instead of the Username to log in to FSA websites for students, parents, or borrowers a) TRUE b) FALSE 14

15. FSA ID – AP ‘Exam’ Once an e-mail address has been verified, it can be used instead of the Username to log in to FSA websites for students, parents or borrowers TRUE This is one of the benefits of entering and verifying the e-mail address 15

16. FSA ID – AP ‘Exam’ A single e-mail address may only be associated with only one FSA ID a) TRUE b) FALSE 16

17. FSA ID – AP ‘Exam’ A single e-mail address may only be associated with only one FSA ID TRUE Parents and children cannot share an e-mail address 17

18. FSA ID – AP ‘Exam’ Linking PIN information allows you to immediately transfer your Social Security match information to your FSA ID profile and start your FAFSA ® renewal immediately a) TRUE b) FALSE 18

19. FSA ID – AP ‘Exam’ Linking PIN information allows you to immediately transfer your Social Security match information to your FSA ID profile and start your FAFSA ® renewal immediately TRUE This is one of the benefits of linking your PIN, in addition, linking your PIN automatically transfers your address / contact information from the PIN database to the FSA ID profile. 19

20. FSA ID – AP ‘Exam’ Once you create an FSA ID, you can never update or change your contact information, e-mail address, challenge questions or username and password a) TRUE b) FALSE 20

21. FSA ID – AP ‘Exam’ Once you create an FSA ID, you can never update or change your contact information, e-mail address, challenge questions or username and password FALSE Logging on to the ‘Edit My FSA ID’ page allows you to update all of this information, verify your e-mail address, link your PIN, and check your SSA Match! 21

22. FSA ID 22 A student didn’t receive a confirmation e-mail from FSA when they created their account, what should they do next? a) Check their e-mail spam folder b) Refresh their e-mail to make sure it downloaded recent messages c) Login to ‘Edit My FSA ID’ and double check that the address was entered correctly d) All of the above

23. FSA ID 23 A student didn’t receive a confirmation e-mail from FSA when they created their account, what should they do next? a) Check their e-mail spam folder b) Refresh their e-mail to make sure it downloaded recent messages c) Login to ‘Edit My FSA ID’ and double check that the address was entered correctly d) All of the above

24. FSA ID I got a 'Username taken’ message, what does this mean? a) I already have an FSA ID b) I need to create a different Username c) Someone else created an account for me d) Someone stole my identity 24

25. FSA ID I got a 'Username taken’ message, what does this mean? a) I already have an FSA ID? b) I need to create a different Username – Each user must have a different Username. c) Someone else created an account for me d) Someone stole my identity 25

26. FSA ID I got an invalid error after I entered “RustyPanda$$” for my Username, why? a) Usernames must not contain special characters b) The Username is too long c) The Username is too short 26

27. FSA ID I got an invalid error after I entered “RustyPanda$$” for my Username, why? a) Usernames must not contain special characters – They should be 6 to 30 characters long. They can use any combination of numbers and / or uppercase and lowercase letters b) The Username is too long c) The Username is too short 27

28. FSA ID – Resources Students / Parents / Borrowers Financial Aid Administrators / Counselors 28

29. FSA ID Video 29

30. FSA ID -- Resources Students / Parents and Borrowers e-mail Campaign StudentAid.gov (https://studentaid.gov/fsaid)https://studentaid.gov/fsaid General Information FAQ’s Videos (also YouTube) “How to Create an FSA ID” Fact Sheet Links to create an FSA ID FSA Facebook Office Hours – December 5, 5-6pm EST FSA Twitter Office Hours – December 16 th 5-6pm EST 30

31. FSA ID 31

32. FSA ID – Resources Student / Parent / Borrower Resources Electronic Announcements FSA Toolkit -- http://www.financialaidtoolkit.ed.gov/tk/http://www.financialaidtoolkit.ed.gov/tk/ Posted FSA ID Webinar Live Webinars – 12/10/15 from 3-4pm FSA Conference Presentation Parents Night Presentation slides Graphics 32

33. FSA ID Trouble Shooting Demonstration e-mail issues Username issues Password issues Forgot PIN and Challenge questions e-mail access issues Corrections to e-mail address, social security numbers, linking PINs, changing challenge questions and profile information 33

34. FSA ID – General Tips Have students access their e-mail account before starting to create an FSA ID Have students create an FSA ID before starting a FAFSA ® Have list of common questions available for students Have list of suggestions for “additions” to usernames Middle Initial or Name Graduation year Last four digits of phone number House number 34

35. FSA ID – Enhancements Changes to the FSA ID site Changed the confirmation page and all messaging to emphasize that the FSA ID can be used to sign and submit a FAFSA ® immediately Updated and clarified instructions and FAQs Simplified and streamlined the account lock / unlock procedure – added use of e-mail for retrieval 35

36. FSA ID – Enhancements Changes to the FSA ID site Removed the significant date from the challenge question rotation Provided a warning to open a new window or tab when verifying e-mail address Changed the user interface to make progress / fields more clear Expanded the content on StudentAid.gov/fsaid 36

37. FSA ID – Feedback Customer Service increased the number of customer service representatives at our call centers added e-mail support as an additional channel for user support increase the use of online platforms – e.g. websites, social media channels, and blog posts – to provide students, parents, and borrowers information about the benefits of changing from the PIN to the FSA ID, and to emphasize that a new FSA ID can be used immediately to sign and submit an original FAFSA ® 37

38. FSA ID -- Feedback Customer Service Creating an FSA ID / Logging in Remembering information (username / password) Access to e-mail / enters wrong e-mail address Third party creation of FSA ID (parents / significant other) Challenge questions Creating challenge questions and answers 30 minute delay associated with challenge questions Complexity / number of challenge questions Remembering the significant date 38

39. QUESTIONS? 39