Menu

Showing posts with label FAFSA. Show all posts
Showing posts with label FAFSA. Show all posts

Monday, June 5, 2017

No Sleep ‘Till (DUM DUM DUM DUMMMMM) IRS Data Retrieval!*

*Read to the tune of the Beastie Boys “No Sleep Till Brooklyn”



          The field of financial aid is filled with selfless people. We work hard to provide access and affordability in higher education, and while we all know what we signed up for (or maybe you didn’t, but you sure know now!), we forget that sometimes students can be grumpy, stressed, or just plain mean. Thank yous are rare from students, but we love what we do, and have a passion to make the financial aid process better (even if we complain endlessly to our significant others and/or mom). This has never been as prevalent as the last six or so months when this crazy, amazing financial aid horde banded together in the name of advocacy. The advocacy efforts made by financial aid administrators have been amazing to behold. Until this advocacy mob swept across the nation, I thought financial aid was static. Changes were made at the federal level, and then immediately embraced by our field without any fight. And then, there was a change. The IRS Data Retrieval Tool went down with no warning or information, but verification requirements stayed the same. We struggled to help students complete verification, and sent so many 4506-Ts that we could fill the form out in our sleep (get that line 5 filled in, baby!). I had phone calls with parents sobbing because they just didn’t know how they would be able to get us their tax return transcript, but their student had a 399 code with a deadline before aid would be cancelled. As these stories came up across the country, it was like a jet engine revving up. Calls to action were sent out across the country. #IRSDRT was tweeted out. I had students writing letters to their congressmen and women. I was writing letters, everybody was writing letters! Calls were made and we stood up as a profession and refused to let these burdens weigh on our students. 
            And let me tell you, before I realized that I could participate in this advocacy mob, I had NO interest in politics, and honestly, I was a little sketchy on how the government worked… Fifth grade was so long ago! But I jumped in, got the basics from listening to other people talk, said a few stupid things in big groups (once I asked how many Senators there are…SO embarrassing), but I have learned a ton in just the last few months about how not only legislation is proposed and passed, but also the best ways to advocate for my students. It starts with those stories! All of those people we have met, all of those students and families we have helped, and all of those ridiculous issues we have encountered really open legislators eyes to what we deal with on a daily basis. It also gives our positions and ideas clout: this needs to be changed because it is negatively impacting my students in this way, etc. And look what we accomplished! Getting to the bottom of the IRS DRT shutdown. Verification relief. Year-round Pell. I give credit to my mob friends with a shout out to our NASFAA godfather! Advocacy on the behalf of our students and their families has made a huge difference, and I am excited to see this horde of financial aid administrators continue to improve the federal aid process.

            Come join the advocacy mob! Reach out to your Legislative Committee. Google “how the government works” (or at least watch this quick video even if it’s a little outdated:).
 Read NASFAA’s daily newsletter. Ask questions. Write letters. Make calls. And definitely don’t sleep until the DRT is back online.


Post written by Keri Gilbert, Financial Aid Advisor at University of Missouri-Columbia
Keri was the recipient of the NASFAA regional scholarship - and as you can see, she's still "Weirdly Passionate." -jj

Monday, December 5, 2016

November Proclaimed Financial Aid Awareness Month in Iowa

On October 17, a group of Iowa financial aid administrators gathered at the State Capitol in Des Moines to witness Governor Terry E. Branstad sign a proclamation proclaiming the month of November to be Financial Aid Awareness Month (FAAM) in Iowa.  The change of having the FAFSA available beginning October 1 has also changed the timing of promoting financial aid and FAFSA filing.

In the past, February had been proclaimed as Financial Aid Awareness Month in Iowa.  In recognition of FAAM, IASFAA promotes a challenge among Iowa’s colleges and universities to use unique and creative ideas to promote FAFSA filing on their campuses.  The winning campus receives a traveling trophy, Freida the Flamingo, to proudly display and a gift card for the office to use for a fun lunch.  The last winner of the trophy and gift card was Coe College in Dubuque!

With the signing of the proclamation now occurring in the fall rather than during the dead of winter, one financial aid administrator commented that it was nice to travel to the capitol and not have to worry about icy roads or snow!  Plus, no coats were required with the balmy fall that Iowa has been experiencing.  And now that November has arrived, the campuses are once again promoting FAFSA filing with the hopes of being the next winner of Freida!

Iowa Delegation

Because the state legislators are not in session during the month of October, the timing of the signing allowed for the group to be able to do a self-guided tour of the capitol building.  A visit to see the House and Senate chambers allowed them to stand on those respective floors rather than viewing from above in the gallery.  A decision to visit the state library in the capitol to take in the views of downtown Des Moines resulted in an impromptu presentation given by the state librarian showing some historical law books, including one from 1787 that has John Hancock and Samuel Adams’ names listed.


Promoting FAFSA filing is the first step in the financial aid process and IASFAA is thankful to Governor Branstad and the State of Iowa for recognizing how important this step is!  

Kristi Fuller
Assistant Director-Continuing Student Programs
Office of Student Financial Planning
Drake University

Wednesday, October 12, 2016

Memo from Justin Draeger - Follow Up on IRS Confirmation of Nonfiling Letter

During the MASFAA conference, a member from a community college raised the concern that applicants and parents who did not file a 2015 tax return and who are selected for verification for 2017-2018 will be required to obtain a letter from the IRS confirming that they did not file.  In his presentation, Jeff Baker said that he did not know if the IRS is ready for the volume this will generate.  As a community college aid director, this member justifiably feels that this new requirement adds a barrier and delay for poor students trying to obtain the funding they need for 2017-2018. He asked if we had and if we will apply any pressure on the Department to work with the IRS on creating a process for obtaining proof of non-filing that is easy to use and provides a timely response.

I went back to DC and conferred with the NASFAA policy team and they reminded me that we did object to that requirement in the spring when they first announced it, but we were rebuffed by ED because the data they had for 2014-15 showed that nearly 15% of parents and 17% of students who reported that they did not file, actually did file. ED felt that that was a lot of apps and a lot of possible incorrect amounts. Of course the bigger question is whether any of those changes resulted in any changes in EFC (since most Pell students are zero EFC regardless). On Friday we sent another note over to ED on this and haven’t heard back just yet. We did get a commitment previously that they would re-look at this as the data came in. We also suggested that it would be best if the non-filing applicant could use the DRT at the time of application to certify that they didn’t file taxes, so then they wouldn’t have to go through the mostly manual IRS process to request a certification on non-filing later if they were selected for verification.

We’ll keep the pressure on and think schools should do the same.

Justin

Monday, February 8, 2016

Financial aid administrators have learned the cure to the limbic system



Submitted by: Mo Amos, ILASFAA President-Elect & member of the NASFAA PPY Task Force

 


What is the Limbic System?

Well some of us call it the ‘Chicken Little’ system, but the Limbic System is much more scientific than that.  The Limbic System is the complex system of nerves and networks in our brain that lives on the edge of the cortex that dictates our instincts and mood.  It controls our basic emotions (e.g. anxiety, fear) and it drives our reactions.  Financial Aid Administrators without even being aware in the midst of it all have assumed the role of the emotional intelligence necessary to avert over reacting to a workplace of constant change.  Whether that change is driven by regulations or by our institutions, we envision proactively with our teams, create appropriate goals and assess skill set necessary to move forward without impacting the students and families we serve.


What is in the current Radar of Change?  The Early FAFSA!

Well that is all ‘Prior-Prior’ year is – an early FAFSA.  All that is changing at the end of the day is what base year income is being used to complete the application.  How do we as a financial aid community reduce the level of anxiety around The Early FAFSA in our communication plan to senior level administration, admission offices and high school guidance counselors?  Part of the NASFAA PPY Task Force Communication Plan is to offer a toolkit to the financial aid community containing a table with dates and deadlines that institutions can place on their websites and/or distribute to target audiences (e.g. administration, high school guidance counselors).  The position of the National College Access Network or NCAN is that students and families use the additional time that The Early FAFSA provides to research college choice opportunities.  The May 1 decision day is not anticipated to change at this point.


So back to our question, how can we reduce the level of anxiety surrounding The Early FAFSA?  Again, we as a profession have the working of the neo-cortex – the rational brain – to lower this emotional center.  Some ideas include inviting someone from the NASFAA PPY Task Force to facilitate a listening session at regional or state conferences.  What is your State Association identifying as a best practice for implementing The Early FAFSA?  What is your institution doing?


Let’s talk! Share your thoughts in the comments below.

 

Monday, March 30, 2015

High School FAFSA Filing

(by Justin Chase Brown, Research Committee Member)

If you are receiving this post via email, it is best viewed on the blog, click here.

After reading a blog on High School FAFSA filing in Washington State last year, I contacted the author (as former chair of the Research Committee), Russ Cannon about putting something similar together for states in the Midwest, specifically the states included in the MASFAA region. You can read about this information and data collection on Russ's blog, Around Learning.

You can take a look at your specific state or geographic area below to review what high schools around you to target for FAFSA completion programs, such as College Goal Sunday. Are you currently reaching out to the schools that are most in need?

What this graphic shows you is the percentage of students who completed their FAFSA filing for the 2013-14 school year by April 11, 2013 (of those who at least submitted by December 2013).

If you want to see a larger graphic than what is below, please refer to the original blog post on the Around Learning blog.

As you think about which high schools to target next year, please keep this blog post in mind and review what high schools may be in greatest need for FAFSA assistance.



-------------------------------------------------------------
SPONSOR MESSAGE



Friday, February 13, 2015

FAFSA Campaign Series: Social Media Engagement

With the start of each new calendar year, we begin our task of creating a successful campaign encouraging students to file the FAFSA, and preferably file early. This is our last post in our series and we hope that is has helped you provide resources that can assist you as you continue with this year’s campaign.



The Federal Student Aid Digital Engagement Group has put together several tools to make your FAFSA Campaign easier. These include helpful videos you could embed on your website, prewritten tweets to promote FAFSA completion, infographics to use in your financial aid night presentations or other publications, and much more. We've shared all of these on the MASFAA Moments blog for the past two weeks. And you can access these resources and more at FinancialAidToolkit.ed.gov.

www.facebook.com/FederalStudentAid





#AskFAFSA Office Hours

Federal Student Aid hosts a live Twitter Q&A session on the last
Wednesday of every month from 5pm–6pm ET.

Use #AskFAFSA to submit questions & join the conversation!



 You can also watch this video from the 2014 Federal Student Aid Conference (Session #35) on “FSA's Easy-to-Use Resources to Engage Students & Families.”


Thursday, February 12, 2015

FAFSA Campaign Series: 25 Tweets

With the start of each new calendar year, we begin our task of creating a successful campaign encouraging students to file the FAFSA, and preferably file early. This week we’ll continue to provide resources that can assist you as you continue with this year’s campaign.




The Federal Student Aid Digital Engagement Group has a Twitter account (@FAFSA) and also has prewritten 25 tweets to make your FAFSA Campaign easier if you have a Twitter account for your financial aid office or even just one account for the whole school (you can share these prewritten tweets with your marketing or admissions office). These 25 tweets are listed below. You can share these and access other resources at FinancialAidToolkit.ed.gov.

  1. 7 Things You Need Before You Fill Out the FAFSA: http://1.usa.gov/1y7rR3a (TWEET THIS)
  2. The 2015-16 FAFSA is now available! Let the funds begin: fafsa.gov (TWEET THIS)
  3. HIGH SCHOOL SENIORS: The 2015-16 FAFSA is now available! Complete it as soon as possible here: fafsa.gov (TWEET THIS)
  4. Thinking about going back to school? The 2015-16 FAFSA is available! Apply for financial aid: fafsa.gov (TWEET THIS)
  5. PARENTS: The 2015-16 FAFSA is now available! Go to fafsa.gov to help your child apply for financial aid. (TWEET THIS)
  6. How many schools are you applying to? You can add up to 10 at a time on your #FAFSA. How: http://1.usa.gov/15fBAZW (TWEET THIS)
  7. Did you already submit your #FAFSA? Here's what to expect next: http://1.usa.gov/14YVEPP http://bit.ly/1znquPX (TWEET THIS)
  8. 5 Reasons to Complete the #FAFSA: http://1.usa.gov/1B0QX3N (TWEET THIS)
  9. Don't leave free money on the table. Find out what #scholarships are available to you: http://1.usa.gov/1ytIfdp (TWEET THIS)
  10. 7 Common #FAFSA Mistakes: http://1.usa.gov/1uaIprD (TWEET THIS)
  11. 7 Common Financial Aid Myths: http://1.usa.gov/1sIlKly (TWEET THIS)
  12. FACT: You must fill out the FAFSA every year to apply for financial aid: fafsa.gov (TWEET THIS)
  13. Complete the #FAFSA ASAP before your state's financial aid funds run out! Deadlines here: http://1.usa.gov/17RIc2e(TWEET THIS)
  14. Do you know when your #FAFSA deadline is? Find out: http://1.usa.gov/1C91USf (TWEET THIS)
  15. Still filling out #college applications? Here are 8 tips to help you: http://1.usa.gov/1whv379 (TWEET THIS)
  16. A work-study job can help pay for college, but you must fill out the #FAFSA to apply. http://1.usa.gov/1B91z0t (TWEET THIS)
  17. How to complete the FAFSA: http://1.usa.gov/1ytN08p http://bit.ly/1DLOihM (TWEET THIS)
  18. The most frequently asked #FAFSA questions & answers are here: http://1.usa.gov/1znqJdK (TWEET THIS)
  19. Everyone should fill out the #FAFSA. There's no income cut-off for federal financial aid: fafsa.gov (TWEET THIS)
  20. How long does it take to fill out the #FAFSA? Average time to complete is just 21 minutes! fafsa.gov (TWEET THIS)
  21. The 1st "F" in #FAFSA stands for FREE! You don't have to pay for assistance that's available for free! Official site: fafsa.gov (TWEET THIS)
  22. If you already filled out your FAFSA, you need to read this: http://1.usa.gov/1E8C6VV (TWEET THIS)
  23. How to send your FAFSA to more than 10 schools: http://1.usa.gov/1E8C802 (TWEET THIS)
  24. Learn how your #FAFSA aid is calculated, submitting your info and more: http://1.usa.gov/1ytNo6H (TWEET THIS)
  25. Be sure to fill out the FAFSA! Some schools won't consider you for scholarships if you don't: fafsa.gov (TWEET THIS)

Wednesday, February 11, 2015

FAFSA Campaign Series: 25 Facebook Posts

With the start of each new calendar year, we begin our task of creating a successful campaign encouraging students to file the FAFSA, and preferably file early. This week we’ll continue to provide resources that can assist you as you continue with this year’s campaign.



Using Facebook to Promote FAFSA Completion
The Federal Student Aid Digital Engagement Group has a Facebook page and also has prewritten 25 Facebook posts to make your FAFSA Campaign easier if you have a Facebook page for your financial aid office (you can also share these with your marketing or admissions office). These 25 posts are listed below. You can share these and access other resources at FinancialAidToolkit.ed.gov.

  1. The 2015-16 FAFSA is now available! Let the funds begin: fafsa.gov
  2. HIGH SCHOOL SENIORS: The 2015-16 FAFSA is now available! Complete it as soon as possible here: fafsa.gov
  3. Have you been thinking about going back to school? Now's your chance! Get money for college. The 2015-16 FAFSA is available at fafsa.gov
  4. PARENTS: The 2015-16 FAFSA is now available! Tag your children in the comments to remind them to complete their FAFSA at fafsa.gov
  5. If you're asked to pay for the FAFSA, you're not on the official government site. Complete the FAFSA for free here: fafsa.gov
  6. FACT: You CAN complete the FAFSA even if you or your parents haven't filed taxes yet. Here's how: http://1.usa.gov/1Cy6dVr
  7. The average time to complete a FAFSA is just 21 minutes! Get started on yours at fafsa.gov
  8. Don't forget! You must complete the FAFSA each school year in order to receive financial aid and be eligible for some scholarships. fafsa.gov
  9. States, schools & the federal government each have their own FAFSA deadlines. Make sure you complete the FAFSA by whichever deadline comes first. Click here to see the deadlines: http://1.usa.gov/1BebnZC
  10. One thing you don’t need for the FAFSA? Money! Remember, the FAFSA is FREE when you use the official .gov site: fafsa.gov
  11. Federal Student Aid has $150 billion to help you pay for college. The only way to qualify is to fill out the FAFSA. Don't leave $ on the table: fafsa.gov
  12. There's NO income cut-off for federal student aid: http://bit.ly/1fnNwsv Everyone should fill out the FAFSA: fafsa.gov
  13. Even if your parents don't support you financially, you might need their info on your FAFSA. Find out: http://1.usa.gov/1ytGwEW
  14. Confused about the financial aid process? Let us walk you through it step by step:
    1. Infographic: http://1.usa.gov/1ytKhM6
    2. Video: http://bit.ly/Sggdkb
  15. Tired of scanning confusing tax documents to answer FAFSA questions? You may be able to transfer your tax info into the FAFSA using the IRS Data Retrieval Tool. Here’s how: http://1.usa.gov/15fzsSb
  16. Finished your FAFSA? Find out what you can expect next: http://1.usa.gov/17RFJF9
    1. Video: http://bit.ly/17RFVEg
  17. Have you been selected for verification? If your school asks for additional documentation to verify the data on your FAFSA, provide what is requested ASAP so your financial aid isn't delayed.
  18. If you've already completed your FAFSA, you may be wondering when you'll get your financial aid. This might help: http://1.usa.gov/14Lt7gB
  19. Don't wait until the last minute to make sure your FAFSA is up to date. Here's how to correct or update your FAFSA so that your financial aid isn’t delayed: http://1.usa.gov/1GbT626
  20. How to complete the FAFSA if you haven't filed your taxes yet: http://1.usa.gov/1ISmIhd
  21. Quick guide to filling out the FAFSA: http://1.usa.gov/1znqeQX
    1. Video: http://bit.ly/1udV8nU
    2. Infographic: http://1.usa.gov/14LtLuA
  22. Ever wonder what happens after you submit the FAFSA? Or maybe you want to know when you'll receive your financial aid? This should help: http://1.usa.gov/1ISmXJ1
  23. Don't fall for it! Here are 7 common myths about applying for financial aid: http://1.usa.gov/1ytLGCq
  24. Parents: Your kids may be headed off to college, but they still need you. How you can help them: http://1.usa.gov/1BeerF0
  25. Need help understanding how the FAFSA process works? Check out our NEW INFOGRAPHIC! Share with your friends, add to your website, print and hang up... The options are endless!
    1. Image: http://1.usa.gov/14LugF5
    2. Clickable PDF: http://1.usa.gov/1IKQQNj




Tuesday, February 10, 2015

FAFSA Campaign Series: StudentAid.ed.gov Content

With the start of each new calendar year, we begin our task of creating a successful campaign encouraging students to file the FAFSA, and preferably file early. This week we’ll continue to provide resources that can assist you as you continue with this year’s campaign.


Using StudentAid.ed.gov Content to Promote FAFSA Completion

Federal Student Aid provides lots of information on their StudentAid.ed.gov site that can make your FAFSA Campaign easier. There’s no need to reinvent the wheel for some of the most common general questions.



https://studentaid.ed.gov/eligibility/basic-criteria

https://studentaid.ed.gov/fafsa/filling-out/dependency

(at least until April 2015)
https://studentaid.ed.gov/fafsa/filling-out/pin  

https://studentaid.ed.gov/fafsa/filling-out

https://studentaid.ed.gov/fafsa/filling-out/parent-info

https://studentaid.ed.gov/fafsa/next-steps/correct-update

https://studentaid.ed.gov/fafsa/next-steps/how-calculated

https://studentaid.ed.gov/fafsa/next-steps/comparing-aid-offers

https://studentaid.ed.gov/fafsa/next-steps/accept-aid






Monday, February 9, 2015

FAFSA Campaign Series: Blog Posts

With the start of each new calendar year, we begin our task of creating a successful campaign encouraging students to file the FAFSA, and preferably file early. This week we’ll continue to provide resources that can assist you as you continue with this year’s campaign.


Using the U.S. Department of Education’s Blog Posts to Promote FAFSA Completion



The U.S. Department of Education, with the help of the Federal Student Aid Digital Engagement Group, has posted several blogs to make your FAFSA Campaign easier. You can find links to these (and future) blog posts online at www.ed.gov/blog/topic/federal-student-aid/. Below are screenshots from several of the recent blog posts.

http://www.ed.gov/blog/2014/12/7-things-you-need-before-you-fill-out-the-fafsa-2/


http://www.ed.gov/blog/2015/01/6-steps-to-filling-out-the-fafsa-2/


http://www.ed.gov/blog/2015/01/5-reasons-you-should-complete-the-free-application-for-federal-student-aid/

http://www.ed.gov/blog/2015/01/7-common-fafsa-mistakes-2/



http://www.ed.gov/blog/2015/01/7-myths-about-the-fafsa-and-applying-for-financial-aid-2/


Friday, February 6, 2015

FAFSA Campaign Series: Fact Sheets

 With the start of each new calendar year, we begin our task of creating a successful campaign encouraging students to file the FAFSA, and preferably file early. This week we’ll continue to provide resources that can assist you as you continue with this year’s campaign.


The Federal Student Aid Digital Engagement Group has put together several tools to make your FAFSA Campaign easier. These include helpful fact sheets (below) that can be hyperlinked on your school’s website. You can access other resources at FinancialAidToolkit.ed.gov.

You will need Adobe to view these downloadable PDF documents. A link to the PDF is provided below each preview image.



Download this PDF here.


Download this PDF here.



Download this PDF here.


Download this PDF here.


Download this PDF here.


Download this PDF here.

We'll continue the 'FAFSA Campaign Series' next week.

Have a great weekend!