Application Processing Update Michele Brown, Applicant Products and Customer Service Jody Sears, Application Processing Division

U.S. Department of Education

Agenda 2008-2009 Highlights
• • • • Early Awareness Spanish Initiatives SAR Redesign Print Distribution Changes • Real-Time PIN • Simplification, Enhancements and Improving Accuracy of Applicant Data – FOTW – Renewals – Corrections – FAA Access – CPS Processing Updates
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Early Awareness
• Goals of FAFSA4caster
– Provide general information relative to student financial aid – Foster early awareness and create familiarity with the aid application process and form – Serve as an early analysis tool informing of college affordability – Reduce the time required to submit the “official” financial aid application in students’ senior year and beyond

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Early Awareness FAFSA4caster

www.FederalStudentAid.ed.gov

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Early Awareness

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Early Awareness

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Early Awareness

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Early Awareness

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Early Awareness

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Early Awareness

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Spanish Initiatives
• FOTW re-designed to work as a stand-alone Spanish language Web site • Spanish language outputs, notifications and survey have been added

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Spanish Initiatives

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Spanish Initiatives

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Spanish Initiatives

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SAR Redesign
• Goals of SAR redesign –Streamline the text and provide results of the application process –Provide EFC –Verification selection –Next steps, including issue resolution
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SAR Redesign
• Front page simplified by creating two main sections – Application Status – Federal Student Aid Eligibility • Students informed if they have been selected for verification

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SAR Redesign
• Comments on page 3 reformatted to create a checklist identifying tasks that students must complete

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Application Processing Statistics Through Week 44
14,000,000 12,000,000

10,000,000

8,000,000

6,000,000

4,000,000

For 2007-2008 • 96% of FAFSAs were filed electronically • 4% of FAFSAs filed on paper
Electronic Paper
2007-2008

2,000,000

0

2005-2006

2006-2007

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FAFSA Print and Distribution Strategy • To date, Federal Student Aid printed and distributed over 12 million 2007-2008 paper FAFSAs • The strategy for 2008-2009 is to increase the application options for students

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FAFSA Print and Distribution Strategy
• FAFSA on the Web – FOTW worksheet – Available for order through FSAPubs – Available for download on FOTW • PDF FAFSA • Paper FAFSA – Available to students through FSAIC • Paper FAFSA – Available by special request to schools and delivery partners through FSAPubs
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Real-Time PIN
• Top issues for 1-800-4FED-AID –I lost my PIN –I need to get a duplicate PIN –How do I retrieve my PIN? –Do my parents need a PIN?

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Real-Time PIN
• Our customers wanted–To receive their PIN instantly –Ability to create a meaningful PIN during the application process –Avoid delays in the application process
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PIN Home Page

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FAFSA Simplification
• Enhanced skip logic –Reduced the number of questions and Web pages that display • Enhanced parent data transfer –Improved parent data transfer function for multiple children • Enhanced user experience –Reordered and reworded questions for better flow and clarity

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FAFSA Enhancements

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Improving the Accuracy of Applicant Data • CPS processing enhancements added to improve the accuracy of applicant data –Edit changes –CPS match changes –ISIR changes –NSLDS elements
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REAL-TIME PIN APPLICATION PROCESS

Real-Time PIN
PIN Web Site

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Real-Time PIN
PIN Web Site

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Real-Time PIN
PIN Web Site

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Real-Time PIN
PIN Web Site

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Real-Time PIN

PIN Web Site • PINs will be generated and available to immediately sign the FAFSA –Prior to a successful SSA match, the PIN will have limited functionality –After a successful SSA match, the PIN will have full functionality –If SSA match fails, PIN will not be usable until the match reject is resolved
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2008-2009 FAFSA SIMPLIFICATION, ENHANCEMENTS AND IMPROVING ACCURACY OF APPLICANT DATA

FAFSA Simplification
Skip Logic

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FAFSA Simplification
Skip Logic

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FAFSA Simplification
Skip Logic

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FAFSA Simplification
Improved User Experience
• Re-worded some questions and responses to improve clarity

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FAFSA Simplification
Improved User Experience

Now allows 10 School Codes

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FAFSA Simplification
Improved User Experience

• Improved the Parental information transfer function
FAFSA Renewal Renewal FAFSA

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FAFSA Simplification
Signature Process

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FAFSA Simplification
Signature Process

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FAFSA Simplification
Signature Process

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FAFSA Simplification
Submission Confirmation

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2008-2009 RENEWAL PROCESS

Renewal Process

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Renewal Process
• For 2008-09, the following records will be renewal eligible:
–Records with Dependency Override set –Records with Professional Judgment (FAA Adjustment) set

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Renewal Process
• Records submitted on the web will be checked for a Dependency Override in the previous year

– If dependent, message will refer the student to the FAA – Students who have become independent since the previous year will be allowed to complete FAFSA by providing student information only

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Renewal Process
• For 2008-09, the following values will not be carried forward • For 2008-09, the following values will be carried forward
– Active Duty Military? – Are you Male? – Type of Aid Interested in Receiving? – Means-tested federal benefits programs – Exemptions for parent and student

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Renewal Process
• Students will receive renewal reminders to complete their prefilled FAFSAs in January and February

– E-mail reminder notifications will contain a link to the FAFSA Web site – Paper reminder notifications will be sent to students without valid e-mail addresses

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2008-2009 CORRECTION PROCESS

Correction Process
New Old

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Correction Process

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FAA ACCESS TO CPS ONLINE

FAA Access to CPS Online
• Increased school code choices and housing choices to ten • FAAs can access another student’s record from Application Entry and the Verification Tool • FAAs will be able to access renewal applications using the students DRN

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FAA Access to CPS Online
Corrections • Fourth column removed

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FAA Access to CPS Online
Corrections

• New pop-up message

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ISIR Analysis Tool

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ISIR Analysis ToolNew Feature

• Demonstration Site – NEW for 2008-09 • Enhanced report feature to examine ISIR fields that impact EFC and Pell Grant Eligibility • Available February 2008

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IMPROVING ACCURACY OF APPLICANT DATA

Improving Accuracy
CPS Edit Changes • New Reject 4: non-verifiable reject (FAA-only override) if Marital Status Date is greater than the date the application was signed • New Reject 20: non-verifiable reject (FAA-only override) for non-filers whose income exceeds the IRS requirements for filing a federal tax return
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Improving Accuracy
CPS Edit Changes • Added a warning edit for applicants whose tax filing status is “Will File” and they are correcting one of the following fields:
– AGI – Earned Income – Taxes Paid – Exemptions

• New edit will ask applicants to reanswer the tax return question
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Improving Accuracy
Match Changes

• Selective Service

–SAR C Flag and comment will be suppressed when

•Student indicates veteran status and •VA Match Flag equals 1 (Match) and •Selective Service Match equals “N” (No Match) or “T” (Match conducted, student within 45 days of 18th birthday)

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ISIR Changes
• Unofficial EFC will be calculated for records with signature only rejects (14, 15 and/or 16)
– Records will be rejected with no official EFC calculated – Signature Reject EFC field added to ISIR for use by state agencies and schools – Signature required to resolve reject – Unofficial EFC will not display on SAR – Unofficial EFC cannot be used to award or disburse aid

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ISIR NSLDS Changes

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ISIR NSLDS Changes
• ACG and National SMART Grant Data fields added

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Participation Management
System Changes

• Current assignment of TG numbers is being modified to allow for alpha characters in the 3rd byte (e.g. TGA1234) • Supply of existing unassigned TG numbers is dwindling-–Currently at number TG45988 –We will run out of numbers at TG49999

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Web Demo Sites
• Fafsademo.test.ed.gov –FOTW –FAA Access to CPS Online –ISIR Analysis Tool (available February, 2008) • User Name: eddemo • Password: fafsatest • Available 12/2/2007

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2008-09 Application Processing Release Schedule • August –Draft ISIR Record Layout posted to IFAP • October
–Summary of Changes for the Application Processing System –CPS Test System Users Guide –EDE Technical Reference

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2008-09 Application Processing Release Schedule • November –ISIR Guide –SAR Comment Codes and Text –School Electronic Process Guide –Student Web Application Products Process Guide
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2008-09 Application Processing Release Schedule
• December –EFC Formula Guide • January –FOTW available for 2008-09 (1/1) – CPS Processing starts up for 2008-09 (1/2) –2008-09 EDExpress Release 1 becomes available

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Other Application Processing Sessions of Note
• Resolving Database Match Results (SAR-C Codes) and CPS Rejects (Session #14) • EDExpress (Session #15) • Hands-on - FAA Access to CPS Online for New Users (Session #21) • Hands-on Tour of R2T4 on the Web (Session #22)
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Contact Information
We appreciate your feedback and comments. We can be reached at:
Michele Brown Phone: 202-377-3203 Email: Michele.Brown@ed.gov Jody Sears Phone: 202-377-3604 Email: Joellen.Sears@ed.gov

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