2021-2022 Application and Verification Guide
Application and Verification Guide 2021?2022
Introduction.................................................................................................. 1
CHANGES FOR 2021?2022............................................................................................................................... 1
Chapter 1: The Application Process: FAFSA to ISIR............................... 3
TYPES OF APPLICATIONS................................................................................................................................ 3 FAFSA online, myStudentAid mobile app, FAA Access to CPS Online, Paper (PDF) FAFSA forms, FAFSA on the phone, FSA ID, Renewal FAFSA, FAFSA filers under the age of 13
PROCESSING THE FAFSA FORM..................................................................................................................... 5 OUTPUT DOCUMENTS: THE SAR AND ISIR.................................................................................................. 6 DEADLINES.......................................................................................................................................................... 8
Websites for students, Resources for schools
Chapter 2: Filling Out the FAFSA............................................................ 11
STEP ONE: GENERAL STUDENT INFORMATION........................................................................................ 11 Questions 1?31, IRS Data Retrieval Tool, Definitions, No income reported on the FAFSA form, Married filing separately, EFA or not?
STEPS TWO AND FOUR: INCOME AND ASSETS........................................................................................ 18 Questions 32?44 (and questions 79?92 for parents), Qualified education benefits, Reporting "take-back" mortgages, Reporting trust funds, Ownership of an asset
STEP THREE: DEPENDENCY STATUS............................................................................................................ 30 Questions 45?57, Who does and does not count as a parent on the FAFSA?, Other sources of support for children and other household members, Veteran match, Documentation of foster youth
STEP FOUR: PARENTS' INFORMATION (DEPENDENT STUDENTS ONLY)............................................. 37 Questions 58?78, 83 (see Step Two for discussion of questions 79?82, 84?92); Reporting information in cases of death, separation, divorce, and remarriage
STEP FIVE: INDEPENDENT STUDENT DATA............................................................................................... 42 Questions 93?100
STEP SIX: SCHOOL INFORMATION............................................................................................................... 43 Questions 101
STEP SEVEN: SIGNATURE(S).......................................................................................................................... 43 Questions 102?106, Signatures for electronic applications, Signature requirements chart
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Chapter 3: Expected Family Contribution (EFC).................................. 47
GENERAL INFORMATION............................................................................................................................... 47
SIMPLIFIED FORMULA.................................................................................................................................... 47
AUTOMATIC ZERO EFC...................................................................................................................................48
DEPARTMENT OF DEFENSE MATCH AND IRAQ AND AFGHANISTAN SERVICE GRANT................... 49
ALTERNATE EFCS.............................................................................................................................................. 49
THE EFC WORKSHEETS...................................................................................................................................49 Negative AGI or zero?
FORMULA A--DEPENDENT STUDENTS...................................................................................................... 50 Parents' contribution, Student's contribution from income, Student's contribution from assets, Calculation of student's EFC , Alternate EFCs for other than nine-month enrollment
FORMULA B--INDEPENDENT STUDENT WITHOUT DEPENDENTS OTHER THAN A SPOUSE ................................................................................................................................ 54
Contribution from available income, Contribution from assets, Calculation of student's EFC , Alternate EFCs for other than nine-month enrollment
FORMULA C--INDEPENDENT STUDENT WITH DEPENDENTS OTHER THAN A SPOUSE ................................................................................................................................ 56
Available income, Contribution from assets, Calculation of student's EFC, Alternate EFCs for other than nine-month enrollment
Chapter 4: Verification, Updates, and Corrections................................ 59
REQUIRED POLICIES AND PROCEDURES................................................................................................... 59 Verification selection and PJ
APPLICATIONS AND INFORMATION TO BE VERIFIED.............................................................................. 60 School-selected verification, Verification tracking groups, Changing tracking groups, Reporting results for groups V4 and V5, Verification exclusions, Verification following disasters, Higher Education Relief Opportunities for Students (HEROES) Act
DOCUMENTATION........................................................................................................................................... 65 Documenting AGI, taxes paid, and other tax data with the DRT; Using a joint return to figure individual AGI and taxes paid; Using the tax transcript; Rollovers and verification; Using the tax return; If a W-2 is not available; Immigrants and tax filing; Special situations; Household size; Number in college; High school completion; ATB alternatives for high school completion; Identity and statement of educational purpose
INTERIM DISBURSEMENTS............................................................................................................................ 79 Overpayments from interim disbursements, Schools that can't make interim disbursements
UPDATING INFORMATION............................................................................................................................. 80 Parent remarriage after applying
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CORRECTING ERRORS..................................................................................................................................... 81 CHANGES IN A SELECTED APPLICANT'S FAFSA....................................................................................... 81
Campus-based and Direct Loan changes, Pell changes, Selection after disbursement, Disbursing unsubsidized aid, After documentation is complete HOW TO SUBMIT CORRECTIONS AND UPDATES..................................................................................... 82 Using the online FAFSA, Submitting changes via FAA Access to CPS Online or EDE, Using the SAR to make corrections, Adding schools and changing a student's address, Signatures DEADLINES AND FAILURE TO SUBMIT DOCUMENTATION.................................................................... 84 Campus-Based and Direct Loan, Pell Grants, Other considerations, Late disbursements, Verification status codes SUGGESTED VERIFICATION TEXT................................................................................................................. 86
Chapter 5: Special Cases............................................................................ 87
PROFESSIONAL JUDGMENT.......................................................................................................................... 87 Entire text of the HEA section on PJ, Dependent students without parent support, Refusing or reducing a loan
DEPENDENCY OVERRIDES............................................................................................................................. 91 Unable to provide parent data, Overrides and professional judgment
CONFLICTING INFORMATION....................................................................................................................... 93 Subsequent ISIRs, Discrepant tax data, Marital and tax filing status, Resolution of conflicting information
REFERRAL OF FRAUD CASES......................................................................................................................... 95 OIG address and phone numbers, Reporting Fraud Rings (Distance Education), FSA Feedback Center
UNACCOMPANIED HOMELESS YOUTH....................................................................................................... 96 Confirmation not required, Homeless youth definitions
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Introduction
This guide is intended for college financial aid administrators and counselors who help students begin the aid process--filing the Free
Application for Federal Student Aid (FAFSA?) form, verifying infor-
mation, and making corrections and other changes to the information reported on the FAFSA.
a
Throughout the Federal Student Aid Handbook we use "college," "school," and "institution" interchangeably unless a more specific use is given. Similarly, "student," "applicant," and "aid recipient" are synonyms. "Parents" in this volume refers to the parents of dependent students, and "you" refers to the primary audience of the Handbook: financial aid administrators at colleges. "We" indicates the U.S. Department of Education (the Department, ED), and "federal student aid" and "Title IV aid" are synonymous terms for the financial aid offered by the Department.
We appreciate any comments that you have on the Application and Verification Guide, as well as all the volumes of the FSA Handbook. We revise the text based on questions and feedback from the financial aid community, so please write us at fsaschoolspubs@ about how to improve the Handbook so that it is always clear and informative.
Notes on Active Links
At the top of each page you will find links to the Handbook glossary and acronyms, the Code of Federal Regulations, and Dear Colleague Letters.
Glossary CFR DCL
Changes for 2021-2022
On the bottom of page 3 we provided additional information where students can obtain and download the myStudentAid app.
We added the definition of a valid ISIR or SAR on page 7.
Throughout chapter 2, all dates and pertinent tax return and schedule information have been updated to conform to the requirements associated with the 2021-2022 processing year and the 2019 base tax year.
On page 15 we provided new information pertaining to the DRT's ability to automatically answer the question about whether or not a tax filer filed a Schedule 1, including current exceptions.
FSA HB January 2021
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