FAFSA on the Web

Disclaimers This is a preview of the FAFSA on the Web (FOTW) site. The web site is subject to change and OMB approval prior to system implementation on January 1, Some slides in this presentation have additional notes, which can be accessed through the notes view. Slides with notes will be denoted with the image shown here. 2

Simplification Objectives Federal Student Aid (FSA) made a number of additional simplification enhancements to the FOTW site for the application processing cycle with the following goals in mind.  Provide a more intuitive web experience  Fully integrate all the application components  Continue to provide access to IRS tax information  Reduce redundancy in the financial aid application experience 3

Site Redesign Notification 4

Redesigned Homepage  Simplified options  Updated graphics  An updateable announcement section  Access to FAFSA4caster  Access to FAFSA PDF and paper FAFSA information 5

Deadline Results  Year specific  Federal deadline for initial FAFSA submission and FAFSA corrections  State specific deadline  Standard message for college deadline 6

FAFSA Filing Options Three student options for applying: Online PDF FAFSA Paper FAFSA 7

Contact Us Feature enables students and parents to obtain support by browsing online help and contacting the Federal Student Aid Information Center by Live Help, Phone, or . 8

Browse Help Two search options available throughout the site Grouping of help topics for easier use Keyword search 9

Redesigned FAFSA4caster Streamlined estimating tool Data is not saved Uses historical data to assume asset values, untaxed income and income exclusion amounts 10

11 FAFSA4caster Results  Federal Pell Grant*  State Grants  College Grants  Scholarships  Work-study*  Student Loans*  PLUS Loans  Savings *Values provided to user

Customized “My FAFSA” Start Here for all options –  Initial FAFSA Entry  Renewal Application Entry  FAFSA Corrections  Providing Signatures  Continuing a Saved FAFSA  Viewing Transaction Hist0ry 12

From 7 Log-In Options to….. 13

…One Log-in for all Functionality Name re-ordered to first name and full last name. 14

Reconfirmation of Identifiers New student identify confirmation to reduce incorrect entries 15

“My FAFSA” page – New Student Dynamic messaging guides the applicant through all phases of the application experience Application Status PIN Status 16

“My FAFSA” page – Renewal Student 17

“My FAFSA” page - “Continue” Applicant may Continue to complete a saved application from where he/she left off or Start Over 18

Simplified Secure Access – New Applicant PIN and Password requirements will be dynamically determined by the system 19

FAFSA Entry 20

Introduction Page 21

Enhanced Functionality Help and Hints now have question labels and question numbers for easier reference. Formatting on date fields, telephone number, and financial fields. The system automatically saves the application at the end of each step. “Clear All Data” allows an applicant delete their data from the system anytime prior to submission. 22

High School Question Functionality Presented to students who indicate a high school diploma and Never attended college / 1st yr. or Attended college before / 1st yr. 23

High School Question 24 Student enters the name, city and state of the high school they attended Student selects Confirm to retrieve the results

High School Question Database US Department of Education: National Center for Education Statistics NCES Private School Universe Survey (PSS) – Private Schools NCES Common Core of Data (CCD) – Public Schools 25

High School Search Results – Matches Found Student can Select the school attended from the list. If the student does not find the school on the list, the student selects Next to continue and the search criteria are saved. 26

High School Search Results – No Matches Found If no matches are found, the student selects Next to continue and the search criteria are saved. 27

School Selection Step Student may enter up to 10 colleges by entering Federal School Code or Searching on State, City or School Name 28

New School Code Features The student can page through the search results Can also view detailed information for a school before & after adding the school to their FAFSA 29

Detailed School Information 30

New – Re-ordering Schools The student may move the position order of schools by placing the cursor in the row of the school they want moved. Then by using the up and down arrows can change the position of the school. 31

View Selected School Information The student may compare information on as many as ten schools by selecting the View Selected School Information button 32

Financial Information The IRS Data Retrieval continues in beginning January 30, Also available in Corrections Electronically filed tax return information will be available from the IRS in 1-2 weeks, data from paper tax returns will be available in 6-8 weeks. 33

IRS Data Retrieval Once the applicant has successfully authenticated, tax data will be presented and the applicant will have the option to “Transfer” the tax information to the FAFSA Transferred data will have a notation - “Transferred from the IRS” 34

IRS Request Flag Values IRS Request Flag on ISIR will be populated 35

Parents of dependent students and independent students will be presented with the asset net worth threshold question, if they are not eligible for auto-zero or simplified needs test; and if the student’s state of legal residence allows the applicant to skip the asset question. Asset Net Worth Threshold 36

Asset Net Worth Threshold 37  If answer is “yes”, the three asset questions will display.  If answer is “no”, the asset questions will not display, as we do not need to count the asset value in the calculation of the EFC.

Sign and Submit “Print signature page” will appear if that option is selected. 38

Signature Page 39

Signature Enhancements A student and parent can enter their PIN and click “Sign” and the system will retain the signature. This allows parents and students to sign and submit separately. 40

View FAFSA Summary The View FAFSA Summary button takes the student to a summary of their data. 41

FAFSA Summary Report 42

Confirmation Page Redesigned for clarity. Includes - Confirmation Number Data Release Number (DRN) EFC estimate Pell Grant and Direct Loan estimates Option for parents to transfer info to an application for a sibling Option to transfer info to a state application if state participates in API Rates for each college on the FAFSA 43

State API Expansion Will allow students to transfer information from the FAFSA to a state application Option offered on confirmation page only 44

FAFSA Corrections 45

Processed Successfully – Applicant Can Make Correction The student would be able to view the Electronic SAR or make corrections if needed. 46

Corrections Required The student would be notified that a correction was needed. 47

Multiple Corrections When a student has multiple corrections they will be able to access a corrections history. We also will display information about the original submission and latest correction submission 48

“Submitted By” Values Latest correction field indicates who submitted the correction: Student, College or FSA System o “Student” displays if the correction was done by the student using FOTW, a SAR, or if student called customer service for a correction o “College” displays if correction was done by a FAA o “System” displays if the correction was generated by the CPS. 49

Correction History Correction History provides access to a summary of processed information for each of the student’s transactions. Student can opt correct a specific transaction from the history view. 50

PIN and Password Needed for Corrections 51

Correction Entry Messaging appears throughout corrections to point the student to questions that should be reviewed or corrected. 52

Error Icon Identifies Errors 53

Information Icon Indicates Review Needed 54

IRS Icon for IRS Data Retrieval Tool Eligibility 55

List of Changes Each application step displays with changes made or indicates that no change was made. Applicants may edit their correction entries by selecting Edit option. 56

List of Changes - School Selection Colleges that the student has added or deleted will appear on the List of Changes page. 57

Web Demonstration Site FAFSA on the Web and FAA Access demonstration sites available late December 2010 o To access sites, go to o Enter:  User Name: eddemo  Password: fafsatest Click on FOTW or FAA Access to CPS Online Demo System button Available through December 2011

The previous screens represent a sample of the pages which will be found within the FAFSA on the Web website. FAFSA on the Web will be available for applicants to use on January 1, You may use the Web Demo site to preview the application and correction processes beginning mid December

Thank you for previewing the FAFSA on the Web site Click the button below to view this presentation again. Click the button below to end this presentation. 60