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 Advanced Placement ‘EXAM’ Resources Trouble Shooting Enhancements and Feedback Questions and Answers 2

3. FSA ID 3

4. Since May 10 th, 2015 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’ The PIN was in use for how many years before being replaced by the FSA ID? a) 3 years b) 7 years c) 13 years d) 17 years 6

7. FSA ID – AP ‘Exam’ The PIN was in use for how many years before being replaced by the FSA ID? a) 3 years b) 7 years c) 13 years d) 17 years!!!! 7

8. 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 renewal FAFSA ® immediately a) TRUE b) FALSE 8

9. 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 renewal FAFSA ® immediately TRUE This is one of the benefits of linking your PIN. And if you link your PIN to your FSA ID, you can also use it right away to submit a FAFSA correction, access your SAR online, sign a master promissory note or perform any other task you used your PIN for 9

10. FSA ID – AP ‘Exam’ You must wait one to three days for your Social Security match before you can submit an original FAFSA ® a) TRUE b) FALSE 10

11. 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 an original FAFSA ® FALSE You can create, sign and submit a new FAFSA ® immediately after creating an FSA ID 11

12. FSA ID – AP ‘Exam’ You will receive an e-mail with the results of your Social Security matching within one to three business days a) TRUE b) FALSE 12

13. FSA ID – AP ‘Exam’ You will receive an e-mail with the results of your Social Security matching within one to three business days 13 TRUE This is one of the benefits of entering your e-mail address

14. FSA ID – AP ‘Exam’ You must verify your e-mail before you can use your FSA ID a) TRUE b) FALSE 14

15. 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 15

16. 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 16

17. 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 17

18. 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 18

19. 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 19

20. FSA ID – AP ‘Exam’ A single e-mail address may be associated with only one FSA ID a) TRUE b) FALSE 20

21. FSA ID – AP ‘Exam’ A single e-mail address may be associated with only one FSA ID TRUE Parents and children cannot share an e-mail address 21

22. 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 22

23. 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’ tab allows you to update all of this information, verify your e-mail address, and check your SSA Match! 23

24. FSA ID – AP ‘Exam’ 24 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) Log in to the ‘Edit My FSA ID’ tab and double check that the address was entered correctly d) All of the above

25. FSA ID – AP ‘Exam’ 25 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) Logging in to the ‘Edit My FSA ID’ tab and double check that the address was entered correctly d) All of the above

26. FSA ID – AP ‘Exam’ 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 26

27. FSA ID – AP ‘Exam’ 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 27

28. FSA ID -- Resources What’s an FSA ID and Why Do I Need One? Fact Sheet Creating and Using Your FSA ID: An Overview Presentation FSA ID Digital and Social Outreach Resources (coming soon) 28

29. FSA ID -- Resources StudentAid.gov/fsaid: Web page for Students, Parents, and Borrowers Information on FSA ID, answers to FAQs, & easy to find “Create You FSA ID” link Updates planned over next couple of weeks to include more details on troubleshooting common issues Blog posts: Federal Student Aid PIN (1998–2015) Goodbye, Federal Student Aid PIN. Hello, FSA ID! The FSA ID: Your First Step to Getting Financial Aid for College (coming soon) 29

30. FSA ID -- Resources Upcoming Events: FSA ID Webinar: December 10, 3:00–4:00pm EST: Details at https://StudentAid.ed.gov/sa/events/fsaid-webinar-2015-12 https://StudentAid.ed.gov/sa/events/fsaid-webinar-2015-12 Recorded FSA ID webinar is available at FinancialAidToolkit.ed.gov/resources (select “FSA ID” as the topic)FinancialAidToolkit.ed.gov/resources FSA Facebook Office Hours – December 5 th, 5-6pm EST FSA Twitter Office Hours – December 16 th 5-6pm EST To see other upcoming events for students, parents, and borrowers, go to FinancialAidToolkit.ed.gov/trainingFinancialAidToolkit.ed.gov/training 30

31. FSA ID -- Resources Other FAFSA-related Resources (FinancialAidToolkit.ed.gov/resources)FinancialAidToolkit.ed.gov/resources Infographics: The FAFSA Process FAFSA Dependency Status Who’s My Parent When I Fill Out the FAFSA Simple Steps to Transfer Tax Information Info Your FAFSA Videos: FAFSA Overview How to Fill Out the FAFSA (update coming by end of Dec. to reflect FSA ID) After the FAFSA: What Happens Next (update coming by end of Dec. to reflect FSA ID) How to Create an FSA ID (NEW) 31

32. FSA ID Video 32

33. FSA ID – Accessing Resources For Financial Aid Professionals: FSA ID resources are available on the Financial Aid Toolkit’s Search Resources page at FinancialAidToolkit.ed.gov/resources (select “FSA ID” as the search topic)FinancialAidToolkit.ed.gov/resources An Electronic Announcement with information on and links to FSA ID resources will be sent by mid-December FSA Conference Presentation For Students, Parents, and Borrowers Send them to StudentAid.gov/fsaid for info and to create their FSA IDsStudentAid.gov/fsaid The Financial Aid Toolkit is for professionals and shouldn’t be shared with students or parents 33

34. FSA ID – E-mail Campaign In November, FSA posted an IFAP announcement regarding an FSA ID e-mail campaign Target audiences are dependent students and parents of dependent students who previously submitted a FAFSA but didn’t have an FSA ID yet E-mails encourage getting an FSA ID before starting the FAFSA Campaign will continue until January 34

35. FSA ID Trouble Shooting Demonstration Corrections to e-mail address, social security numbers, changing challenge questions and profile information Forgot my username 35

36. 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 4 digits of phone number House number 36

37. FSA ID – Enhancements Changes to the FSA ID site Instructions and Text enhancements Changes the user interface Simplification to processes 37

38. QUESTIONS? 38