Table of Contents

Application and Verification Guide
Introduction................................................................................... 1
Chapter 1: The Application Process: FAFSA to ISIR ................... 3
TYPES OF APPLICATIONS ......................................................................................................................... 3
Paper FAFSA, Electronic Data Exchange (EDE), FAFSA on the Web, The PIN,
Renewal FAFSA

PROCESSING THE FAFSA .......................................................................................................................... 5
OUTPUT DOCUMENTS: THE SAR AND ISIR .......................................................................................... 6
DEADLINES ................................................................................................................................................... 7

Chapter 2: Filling Out the FAFSA ................................................. 9
STEP ONE: GENERAL STUDENT INFORMATION ................................................................................. 9
Questions 1-35 (including drug conviction question)

STEP TWO: STUDENT/SPOUSE INCOME AND ASSETS .................................................................. 12
Questions 36-51 (and question 71-84 for parents), Worksheets A-C,
Qualified state tuition plans, Reporting “take-back” mortgages,
Reporting trust funds, Ownership of an asset

STEP THREE: DEPENDENCY STATUS ................................................................................................... 23
Questions 52-58, Who counts as a parent, Issues involving other sources of support,
Veteran match, Dependency overrides

STEP FOUR: PARENTS’ INFORMATION (DEPENDENT STUDENTS ONLY) .................................. 30
Questions 59-69 (see Step Two for discussion of questions 71-84), Reporting
information in cases of death, separation, divorce, and remarriage

STEP FIVE: HOUSEHOLD SIZE AND NUMBER IN COLLEGE
(INDEPENDENT STUDENTS ONLY) ................................................................................................. 32
Questions 84-85

STEP SIX: SCHOOL INFORMATION ...................................................................................................... 33
Questions 86-97

STEP SEVEN: SIGNATURE REQUIREMENTS ....................................................................................... 34
Questions 98-102, Substitutes for a parent’s signature, Signatures for
electronic applications

Chapter 3: Verification ................................................................ 37
REQUIRED POLICIES ............................................................................................................................... 37
APPLICATIONS TO BE VERIFIED ........................................................................................................... 38
30% Verification option, Selection after disbursement,
Verification exclusions

REQUIRED VERIFICATION ITEMS ......................................................................................................... 41
General documentation requirements and the verification worksheets,
Household size, Number enrolled in college, Tax documents: special situations
and alternatives, AGI and income tax paid, Untaxed income and benefits,
Using a joint return to figure individual AGI and taxes paid

COMPLETING THE PROCESS................................................................................................................. 50
Interim disbursements, After documentation is complete, Verification
tolerance, Failure to submit documentation, Verification status codes
Verification worksheets (dependent and independent)

Chapter 4: Corrections, Updates, and Adjustments .................. 57
CORRECTING ERRORS ............................................................................................................................ 57
Options if error doesn’t affect eligibility, Options if correction increases
eligibility, Options if corrections decreases eligibility

UPDATING.................................................................................................................................................. 59
Dependency status, Household size and number in college,
Effect on previous disbursements

HOW TO SUBMIT CORREC TIONS AND UPDATES ........................................................................... 60
Using “Corrections on the Web,” Submitting changes via EDE or
FAA Access to CPS Online, Using the Student Aid Report (SAR)
to make corrections, Adding schools and changing a student’s address

PROFESSIONAL JUDGMENT ................................................................................................................. 62
CONFLICTING INFORMATION .............................................................................................................. 64
REFERRAL OF FRAUD CASES ................................................................................................................ 64
Office of Inspector General address and phone numbers