FAFSA Completion 12-13

FAFSA 101 : 

FAFSA 101 F ree A pplication for F ederal S tudent A id

FAFSA: 

What is it? The FAFSA is the primary means of applying for financial assistance to attend postsecondary school FAFSA

Financial Aid Available: 

Financial Aid Available The FAFSA is used to determine eligibility for the following: Federal programs, such as Pell Grants, work-study, and loans State programs, such as Pennsylvania State Grant, state work-study, and other special programs School programs, such as need-based grants and scholarships.

FAFSA: 

Tips Don’t mix answers for student and parent information. Ensure SSN accuracy. Gender question is optional – answer it! Have federal income tax and other related information as references. If you have yet to file your federal income taxes, you can estimate income information and update/correct later with the IRS Data Retrieval Tool. Don’t delay FAFSA

Documents Needed to Complete the FAFSA:: 

Documents Needed to Complete the FAFSA: Applicants may need the following items: Social security numbers Drivers license (student only; this information is optional) Federal income tax returns (1040, 1040A or 1040EZ) W-2 forms from all employers Current bank statements (checking and savings) Current business and farm records Records of any stocks, bonds and other investments, including 529 accounts Additional untaxed income tax records may be needed such as: Veteran’s non educational benefits, child support paid/received and workers compensation. Alien registration or permanent resident card (if not a US citizen)

FAFSA: 

Most Important: Know Your School’s FAFSA Application Deadline FAFSA

Ways to apply: 

Ways to apply

FOTW (FAFSA On The Web): 

Why Apply Online? Faster Easier Detailed Help and Hints Skip Logic Data Integrity Checks FOTW (FAFSA On The Web)

www.fafsa.gov: 

www.fafsa.gov

FOTW - Login: 

FOTW - Login

FOTW – App Selection/PIN Status: 

FOTW – App Selection/PIN Status

FOTW – Start New FAFSA: 

FOTW – Start New FAFSA

FOTW – Introduction Page: 

FOTW – Introduction Page

FOTW – Student Demographics: 

FOTW – Student Demographics

FOTW – Student Eligibility: 

FOTW – Student Eligibility

FOTW – Student Eligibility (Cont’d): 

FOTW – Student Eligibility (Cont’d)

FOTW – School Selection: 

FOTW – School Selection

FOTW – School Selection (Cont’d): 

FOTW – School Selection (Cont’d)

FOTW – School Re-ordering: 

FOTW – School Re-ordering

FOTW – Dependency Determination: 

FOTW – Dependency Determination

FOTW – Dependency Status Results: 

FOTW – Dependency Status Results

FOTW – Parent Demographics: 

FOTW – Parent Demographics

FOTW – Parent Tax Info: 

FOTW – Parent Tax Info

FOTW – Parent Financial Info: 

FOTW – Parent Financial Info

FOTW – Parent Financial Info (Cont’d): 

FOTW – Parent Financial Info (Cont’d)

FOTW – Parent Asset Question: 

FOTW – Parent Asset Question

FOTW – Student Tax Info: 

FOTW – Student Tax Info

FOTW – Student Financial Info: 

FOTW – Student Financial Info

FOTW – Student Financial Info (Cont’d): 

FOTW – Student Financial Info (Cont’d)

FOTW – Sign & Submit: 

FOTW – Sign & Submit

FOTW – eSignature Process: 

FOTW – eSignature Process

FOTW – Confirmation Page: 

FOTW – Confirmation Page

Confirmation Page: 

Confirmation Page After submitting, the students are provided with a confirmation page from which they will be given the option to transfer their FOTW data to their state grant application. Pennsylvania residents – Complete the State Grant application Pennsylvania residents – Complete the State Grant application Click here if you want to apply for the Pennsylvania State Grant. Click here if you want to apply for the Pennsylvania State Grant.

On-Line State Grant Application: 

On-Line State Grant Application

On-Line State Grant Application: 

On-Line State Grant Application

All Done!: 

All Done!

FAFSA On The Web : 

IRS Data Retrieval F AFSA O n T he W eb

IRS Data Retrieval Tool: 

IRS Data Retrieval Tool While completing FOTW, applicant may submit real-time request to IRS for tax data IRS will authenticate taxpayer’s identity If match found, IRS sends real-time results to applicant in new window Applicant chooses whether or not to transfer data to FOTW

IRS Data Retrieval Tool: 

IRS Data Retrieval Tool 2012-2013 FAFSA on the Web will include logic to determine if the student and/or parent(s) is eligible to use the IRS Data Retrieval Tool Students and parents who were eligible to use the IRS Data Retrieval Tool but didn’t, will receive an e-mail notification encouraging them to return to FAFSA on the Web and use the tool If estimated income used, can go back once taxes are filed and use IRS Data Retrieval Tool

IRS Data Retrieval: 

IRS Data Retrieval

IRS Data Retrieval (Cont’d): 

IRS Data Retrieval (Cont’d)

All Done!: 

All Done! Printing , signing, and mailing in the State Grant confirmation page is the last step in the process. PHEAA is working on an electronic signature capability but that is not available at this time. Students will be able to view their status on Account Access available at pheaa.org about three days after completing the FOTW. Establish a personal account at pheaa.org.

FAFSA 101 : 

FAFSA 101 Final Thoughts

Special Circumstances: 

Special Circumstances Divorced or separated parents Stepparents Adoptive parents Foster parents Legal guardians Living with others Recent death or disability Reduced income

FOTW: 

Important Notes: Get your PIN: www.pin.ed.gov File FAFSA for 2012-13 Do your FAFSA and State Grant app at the same time Meet your school’s deadline. FOTW

Resources: 

Resources pheaa.org EducationPlanner.org Youcandealwithit.com Myfedloan.org Toll Free: 1-800-692-7392 Federal Student Aid Info Center – 1-800-433-3243 www.fafsa.gov www.federalstudentaid.ed.gov – general financial aid info www.studentloans.gov – information on federal loans

Contact Information: 

Contact Information Kim McCurdy Higher Education Access Partner – Allegheny County kmccurdy@pheaa.org 724-734-8550

QUESTIONS?: 

QUESTIONS?