a) Students, if you have an FSA ID, select “I am the Student”, if not, go to “b”.
Enter your Username and Password
Once entered, click the "Next" button
b) If you don’t yet have a FSA ID, click on “Enter Student’s Information”
Enter the student’s info then click “next”:
Full legal First and Last Name
Social Security Number
Date of Birth
Later you will be asked to create a FSA ID, Record it here:
What is the Student’s FSA ID User Name?
What is the Student’s FSA ID Password?
What is the Parent/Guardian’s FSA ID User name?
What is the Parent/Guardian’s FSA ID Password?
Disclaimer- to use the FAFSA you must agree to the terms by clicking “Accept”
Once you click “accept”, on the following screen select “Start a 2021-2022 FAFSA”
You will need to create a Save Key (a password to come back to this FAFSA and make changes)
Pick any 4 digit Save Key/password you want and record it on your account info sheet in the FAFSA area (it is case sensitive). We suggest using your birth year.
Write this save key on your account info sheet
Click “next” when you are done. This will take you to the Intro page where you will click “next” again save key on your account info sheet
Student Demographic Information
NOTE: As you go through the pages look for the bar on the top of the page to know if the information they want is for the student or the parent. Also look for the question marks next to the question to help you answer it.
Make sure you enter your LEGAL Name (as it appears on your social security card if you have one). Type as much of your name(s) that fit - if it cuts off, it’s ok! Just write down what you were able to enter on your Account info sheet in the FAFSA section.
Triple check that you type in your social security and date of birth correctly! If you created a FSA ID already some of the boxes will auto-populate
Use a personal email account instead of your high school email account.
Student Residency Information
CA Only - Have you lived in California for at least 5 years? Answer as it applies to you.
Write in your (student’s) cell phone as the phone number
Enter your (student’s) Driver’s License number (if you have one, if not it’s ok, leave blank)
Marital Status as of Today: Select “Single” (student’s status, not parent)
Are you a US Citizen: select “Yes” or “NO but I am an eligible non citizen”
Eligible non-citizens include:
U.S. permanent resident, with a Permanent Resident Card (formerly known as an Alien Registration Receipt Card or "Green Card")
You must include your Alien Registration Number which is on your green card - only enter the numbers.
Conditional permanent resident (I-551C)
Other eligible noncitizen with an Arrival-Departure Record (I-94) from the Department of Homeland Security showing any one of the following designations: "Refugee," "Asylum Granted," "Indefinite Parole," "Humanitarian Parole," or "Cuban-Haitian Entrant"
A citizen of the Republic of Palau (PW), the Republic of the Marshall Islands (MH), or the Federated States of Micronesia (FM).
MALE students only: Male students who live in the U.S. and are currently 18 must register with Selective Service -required for financial aid purposes.
Are you registered with the Selective Service System?
If you selected No above AND you were born male, you should select “Register Me” to register or you will be denied any financial aid from the government.
Doing this DOES NOT sign you up for the military. Once you turn 18, you must complete your registration by visiting this website: www.sss.gov
What will your high school completion status be when you begin college in the 2021-2022 school year? Select HS Diploma
What will your college grade level be when you begin the 2021-2022 school year? Select “Never Attended College / 1st year”
What degree or certificate will you be working on when you begin the 2021-2022 school year? Select “1st Bachelor’s Degree”
Will you have your first bachelor's degree before your begin the 2021-2022 school year? Select NO
Are you interested in being considered for work-study? Select YES
Are you a foster youth or were you at any time in the foster care system? Answer as it applies to you
Highest School Completed by Parent 1 and/or 2? Answer College/Beyond only if they completed their degree in the US. Only need to enter response for parent/guardian being included on the FAFSA
Enter the first 4 letters of the high school name, city and state of your high school then click Search.
Next you will enter colleges you want your FAFSA to be sent to!
Important! If you are attending MicroCollege
Use code 001281 for CA - William Jessup University
Use code 002777 for NY - Medaille College
You can list up to 10 schools you have or will apply to.
Dependency Determination – most of you will answer NO to all – but read to make sure!
Were you born before January 1, 1997? NO
On the day you submitted your FAFSA, were you (the student) married? NO
At the beginning of the 2021-2022 school year, will you be working on your master’s or doctorate program? NO
Do you now have or will you have children who will receive more than half of their support from you between July 1, 2020 and June 30, 2021? NO
If you (the student) are/will be a parent, and YOU currently receive benefits like TANF and WIC (even if you live with your parents) - select YES
Do you have dependents (other than your children or spouse) who live with you and who receive more than half of their support from you, now and through June 20, 2021? NO
Answer the following questions to determine if you are required to provide information about your parents on your FAFSA. Check all that apply or check None of the above. (If this applies to you check the box. Most students will answer None of the Above.)
Are you currently serving on active duty in the US Armed Forces for purposes other than training?
Are you a veteran of the US Armed Forces?
At any time since you turned age 13, were both of your parents deceased, were you in foster care, or were you a dependent or ward of the court? If YES, you must have legal paperwork to prove it. (Ask if you have questions about this)
As determined by a court in your state of legal residence, are you or were you an emancipated minor? If YES, you must have legal paperwork to prove it. (Ask if you have questions about this)
As determined by a court in your state of legal residence, are you or were you in legal guardianship? If YES, you must have legal paperwork to prove it. (Ask if you have questions about this)
On or after July 1, 2019, were you homeless or were you self-supporting and at risk, of being homeless? (Ask if you have questions about this)
Dependency Status Results
Most students will be considered a dependent student. This means you must provide parental information.
Select "I will provide parental information" and click Next to continue to Parent Demographics.
Parent Demographics Information
What parent’s information do you include?
In this section you will only enter information for your biological parents or your legally ADOPTIVE parents. If your parents live in another country, you will still need to list them.
Unmarried and Both Living Together
Married or remarried
Divorced or separated
If you live with both of your biological parents (in the same house), you must provide information for both parents, even if they aren’t married.
If your biological parents live in separate houses (and you live with both of them), provide information for the biological parent with whom you lived with most during the last 12 months. You don’t have to put both of your parents.
It does NOT matter who claimed/claims you on their taxes.
If the parent you select is remarried you will have to include information for your stepparent as well.
Enter your parent/s information
PARENT 1 needs to be the first person listed on your parent/guardian’s tax return
Triple check to make sure you enter your parents/guardians’ name, social security number (if they have one) and birth date correctly!
If your parents do not have a Social Security Number enter in all zeros for that box.
If you enter all zeros for parent/guardian’s social (which is fine), you will get an error message later in the FAFSA twice. Keep selecting “Check for errors” on that screen and eventually it will move forward.
CA – Only Have your parents lived in California for at least 5 years? Answer yes or no
Household Size (make sure to include yourself)
See next page for screenshot
Include anyone who lives with your parent and who your parent provides more than 50% financial support - does not have to match what your parents put on their taxes. Can include unborn children if the parent is currently pregnant. Also include siblings in college who parents are supporting that might not live at home. As you enter numbers, the number of the household size will adjust on the bottom.
Anyone else who lives in the household that your parent/guardian(s) financially supports
Number in College (make sure to include yourself)
How many people in your parents' household will be college students between July 1, 2021 and June 30, 2022? Do include siblings in college who parents/guardians support but do not live at home. Do not include parents/guardians who are in college.
Include anyone who lives with your parent/guardian and who your parent/guardian provides more than 50% financial support.
(Start Paying Attention To Help & Hints Box On Right)
Parent Tax Information
For 2019, have your parents completed their IRS income tax return or another tax return?
Already completed (most will select this option)
Not going to file
For 2019, what will be your parents' tax filing status according to their tax return? Look at 1st page of tax form:
IRS Data Retrieval Tool- MAY BE DOWN DUE TO GOVERNMENT REVIEW
Families can easily transfer their tax information from the IRS using the data retrieval tool
Can not be used if
The marital status changed after December 31, 2019
The filing status is married filing separately
An amended return was filed
A foreign tax return was filed
A tax return was filed using a Tax ID Number (TIN)
The home address on the FAFSA does not match the address on the tax return
Click LINK TO IRS
This will connect you to the IRS website
Which parent are you?- Select the parent who created the FSA ID (helpful if this is the first parent listed on their tax return)
Enter your Parent’s FSA ID username and password
Authorization… Click OK
Enter information for parent whose FSA ID you created
IF SOMETHING GOES WRONG:
**Something went wrong:If you receive this message, you will not be able to use the IRS retrieval tool and instead must manually enter changes.
Tool may be down
May not have filed 2019 Taxes
May owe money to the IRS
Once you have connected to your IRS account:
Screen shows the data they found (but not the numbers)
Check box on left under “Transfer my Tax Information”
Click “Transfer Now” button on right
This will bring you back to the FAFSA page, confirming your information has transferred
For the rest of the tax questions, read each carefully, look for the line number listed for your tax form. If it asks you if you want to skip any questions about you or your parent/guardian(s) income or assets select NO
If your parents filed or will file an IRS 1040, did they or will they file a Schedule 1? Select No if your parents did not or will not file a Schedule 1 (check your parent/guardian(s)’ tax return to see if they have this form)
Was either of your parents a dislocated worker on the day you submitted your FAFSA? Select YES if either of your parents previously worked outside the home but the job they held no longer exists (i.e. factory they worked at closed). This is RARE. If you think this applies, check with your counselor.
In 2019 or 2020, did you, your parents, or anyone in your parents' household receive benefits from any of the federal benefits programs listed below?Check all that apply or check None of the above.
Supplemental Security Income (SSI)
Supplemental Nutrition Assistance Program (SNAP)
Free or Reduced Price School Lunch
Temporary Assistance for Needy Families (TANF)
Special Supplemental Nutrition Program for Women, Infants, and Children (WIC)
None of the above
Parents’ 2019 Untaxed Income:
Payments to tax-deferred pension and retirement savings plans.
Amount can be found on your W-2 in boxes 12a-12d.
Only report amounts with Codes of D, E, F, G, H, and S.
DO NOT include amounts reported in Code DD (employer contributions to health plan)
As of today, does the total amount of your Parents’ Assets exceed...? Select Yes or No Accordingly.
Do you want to SKIP questions about your parents assets? Select NO and answer the questions accordingly
Assets that aren’t in retirement accounts do get included
Retirement assets are not included in the FAFSA reported assets such as 401k, 403b, IRAs, SEP, SIMPLE, Keogh, profit sharing, pensions and Roth IRAs.
As of today, what is your parents’ total current balance of cash, savings and checking accounts?
Pull up current account info on your online banking app or website (if you have one).
What is the net worth of your parents’ investments, including real estate?
This DOES NOT include the home they live in or their retirement account.
DOES include- CDs, brokerage accounts, money market, investment real estate (second home or place they rent to others), stocks, bonds, mutual funds, ETFs, commodities, and 529 college savings and prepaid plans.
What is the net worth of your parents’ current business and/or investment farm?
Only report this if your business or farm has 100 or more employees
If under 100 employees, just report income earned in the income tax section.
Student Tax Information
For 2019, have you (the student) completed their IRS income tax return?
Select “Not Going to File” unless you made over $6,300 from working in 2018 and/or filed a tax return
How much did you earn from working (wages, salaries, tips, etc.) in 2019? If you worked, put in how much you earned last year. If you did not work put 0.
For the rest of the tax questions, read each carefully, look for the line number listed for your tax form, click on the box and it will show Help and Hints for the question on the right side.
Do NOT skip questions about student assets
Sign And Submit!
IF YOU HAVE TROUBLE SUBMITTING ONLINE/ON YOUR COMPUTER,
LOG IN ON THE My Student Aid App and submit there.
Select NO on preparer question.
Terms of Agreement - Select “Agree” button then Next
Click “Provide Student Signature” button
Then “Sign this FAFSA” then Next
Will bring you back and show you signed it
It will then move you to sign as your parent
IF YOUR PARENT/GUARDIAN has a SSN- Select Provide Parent Signature
Terms of Agreement - Select “Agree” button and click next
Select which parent/guardian (parent 1 or 2) who has a FSA ID Username and Password will sign
Enter your parent/guardian’s FSA ID and Password then click “Sign The FAFSA” for the person
Lastly, Click “Submit my FAFSA Now” to submit
SKIP TO FINAL STEPS (No need for signature page if used FSA ID)
IF YOUR PARENT/GUARDIAN DOES NOT HAVE AN FSA ID READ BELOW FOR INSTRUCTIONS ON HOW TO PRINT A SIGNATURE PAGE – PARENT SIGNATURE
(ONLY For parents/guardians without a social security number)
Terms of Agreement - Select “Agree” button and click next
Select which parent/guardian will sign (if both don’t have an SSN pick parent one)
On the next page scroll to the bottom under the FSA ID questions and pick “Other Options to sign and submit”.
Then select “Print a signature page” and click next
On the Signature Status page click “Print Signature Page”
Save to your drive or print if you have a printer at home.
If pop-up blockers are on, look for the box with the x in it on the right of your address bar
Click the box and select “Allow pop-ups from fafsa.gov” then click “done”
Click “Print Signature Page” again and it should pop up in another tab
On the signature page, click “Print Signature Page” on the bottom of the page
On the Print Screen - click Change under the destination to save to your home drive
Once you have saved your signature page, on the FAFSA submit page click “Submit my FAFSA now” to submit
Once submitted, navigate to your home drive recent folder and find the signature page named Signature Page- FAFSA on the Web- Federal Student Aid.pdf.
Next if you have a printer print it out. If you don’t have a printer share the doc with your high school counselor and ask them to print and mail it to you. Make sure to give them your current address.
Once you print or receive it in the mail- Have your parent/guardian sign it and mail it to the address listed.
Sample Signature Page Below:
Final Steps For Everyone
If your parents/guardians don’t have a SSN and need to sign a Signature Page, make sure you print it at home or ask your high school counselor to print it and mail it to you (make sure to give them your home address).
Once you receive the signature page from your high school counselor, have your parent sign andmail to FAFSA ASAP!
After you hit the SUBMIT button, check your email and look for a Confirmation Email from FAFSA. If you don’t see an email then you did not submit! Email us at email@example.com for support.
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