Transcript PowerPoint Presentation - How to Complete the FAFSA

The following information has been created to guide you in the process.
The information should only be used as a guide, if you have additional
questions please contact CAP staff.
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For the 2010-2011 school year you will need financial information from
2009. You may need to refer to:
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Your Social Security card. It is important that you enter your Social Security Number
correctly!
Your driver’s license (if any)
Your 2009 W-2 forms and other records of money earned
Your (and your spouse’s, if you are married) 2009 Federal Income Tax Return.
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IRS 1040, 1040A, 1040 EZ
Foreign Tax Return, or
Tax Return for Puerto Rico, Guam, American Samoa, the U.S. Virgin Islands, the Marshall
Islands, the Federal States of Micronesia, or Palau
Your Parents’ 2009 Federal Income Tax Return (if you are a dependent student)
Your 2009 untaxed income records
Your current bank statements
Your current business and investment mortgage information, business and farm
records, stock, bond and other investment records
Your alien registration or permanent resident card (if you are not a U.S. citizen)
*Please note you may not use all the documents.
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To request a PIN go to Federal Student Aid's PIN Web site at www.pin.ed.gov.
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If you have never received a PIN, choose Apply For A PIN.
If you have a PIN but have lost or forgotten it, choose Request A Duplicate PIN.
If you think someone else knows your PIN, choose Change My PIN.
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If you choose to have the PIN displayed now , it will display it on the confirmation page.
If you choose to have the PIN e-mailed to you, it will send an e-mail immediately notifying you
that your PIN has been created and how to retrieve it.
If you choose to have the PIN mailed to you, it will mailed to the mailing address on file. It may
take 7-10 days for you to receive it.
Answer the questions that appear on the screen. You must indicate how you would like
to receive your PIN. The fastest method of receipt is the display my pin now option.
Verify your mailing address and e-mail address.
Click the Submit Request button and wait for the confirmation page to appear.
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You should not request a duplicate PIN if you think your PIN has been compromised.
Instead, you should change your PIN if you think someone else knows it. You can choose
your own new PIN, or we can randomly generate one for you. To change your PIN, click
Change My PIN on the left side of the PIN Home Page.
* Please note that both the student and the parent will require separate pin numbers in order
to sign the fafsa. This means you will each have to separately apply for pin numbers
using your own personal information.
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If you can answer No to all of the following questions, you are considered a dependent student on the
Free Application for Federal Student Aid (FAFSA):
Were you born before January 1, 1988?
As of today are you married?
At the beginning of the 2011-2012 school year, will you be working on a master's or doctorate program
(such as an MA, MBA, MD, JD, PhD, Eddy, or graduate certificate, etc.)?
Are you currently serving on active duty in the U.S. Armed Forces for purposes other than training?
Are you a veteran of the U.S. Armed Forces?
Do you have children who will receive more than half of their support from you between July 1, 2010
and June 30, 2011?
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 30, 2011?
At any time since you turned age 13, were both your parents deceased, were you in foster care or
were you a dependent or ward of the court?
As determined by a court in your state of legal residence, are you or were you an emancipated
minor?
As determined by a court in your state of legal residence, are you or were you in legal guardianship?
At any time on or after July 1, 2010, did your high school or school district homeless liaison determine
that you were an unaccompanied youth who was homeless?
At any time on or after July 1, 2010, did the director of an emergency shelter or transitional housing
program funded by the U.S. Department of Housing and Urban Development determine that you were
an unaccompanied youth who was homeless?
At any time on or after July 1, 2010, did the director of a runaway or homeless youth basic center or
transitional living program determine that you were an unaccompanied youth who was homeless or
were self-supporting and at risk of being homeless?
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you are considered a dependent
student, you must include parental
information on the FAFSA.
 If you can answer Yes to any of the
previous questions, you are
considered an independent student
and information about your parents is
not required on the FAFSA .
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If your parents are married, provide information about both parents.
If your parent is widowed or single, provide information about that parent.
If your parents have divorced or separated, provide information about the
parent that you lived with most during the last 12 months. If you did not live
with one parent more than the other, provide information about the parent
who provided most of your financial support during the last 12 months.
If your parent has remarried after being widowed or divorced, provide
information about both your parent and your stepparent.
If you have a legal guardian, you cannot use your legal guardian’s
information on your application. A legal guardian is not considered a parent
in the financial aid process.
If you have foster parents, you cannot use your foster parents’ information on
your application. A foster parent is not considered a parent in the financial
aid process.
If you were adopted, follow the instructions above for parents, based on your
adoptive parents’ current marital status.
Note: The following people are not considered parents on this form unless
they have legally adopted you: grandparents, foster parents, legal
guardians, older brothers or sisters, and uncles or aunts.
The newest version of the fafsa will ask
which FAFSA you wish to complete. It is
important you select the correct fafsa as
each corresponds to a different
academic year.
 You will need to complete the 2010-2011
fafsa in order to receive aid for the
summer program.
* Make sure you are completing 2010-2011!
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The next page will ask that you select a
password. This will allow you to return to
the fafsa at a later time in the event you
are unable to complete the fafsa in one
sitting.
 Select a password that is hard for others
to guess, but easy for you to remember.
 The following page will be an
introduction page, select next in the
lower right hand corner to move on.
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You should now be in the Student
Demographics Information section of the
FAFSA. Enter the Student's information in
this section.
 Select next in the lower right hand corner
once you have entered in all of the
students information. Please double
check that you have correctly entered
the students social security number.
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This page determines student eligibility for funding.
Select citizenship status.
Select the answer that describes your high school completion
status.
High school diploma means you have received or will receive a high
school diploma before the first date of your enrollment in college.
› General Educational Development (GED) means you have received or
will receive a GED diploma before the first date of your enrollment in
college.
› Home schooled means you have completed home schooling at the
secondary level regulated by your state.
› None of the above means you do not have a high school diploma, GED,
or equivalent and did not complete secondary school in a home school
setting.
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Select your grade level in college from July 1, 2010 through June
30, 2011. If you are currently a senior in high school or will be a
first-time college student, select Never attended college/1st
year.
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When you begin the 2010-2011 school year,
what degree or certificate will you be
working on?
› Select 1st bachelors degree
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Select the answer that best describes your
father's and mother’s highest level of
education completed. For this question,
father/mother means your birth or adoptive
father/mother. Do not answer this question
about a stepfather, legal guardian, or foster
parent.
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Enter 002360 for the MSU Mankato FAFSA school
code and select add.
› Select on campus for your housing plan.
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Do you want to provide additional information about
your college enrollment plans? Select yes.
When you begin the 2010-2011 school year, what do
you expect your enrollment status to be? Select fulltime.
In addition to grants, what types of aid are you
interested in? Check all that apply (work-study and
loans).
› It is important to be open to all, you have no obligation to
accept these types but you will not be offered them if you
do not select all.
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The answer to this question is pre-filled
based on your answer to the date of
birth question earlier in the application.
› If you are a dependent student, all answers
will be no to these questions.
› In order to be considered independent, you
must have official documentation of the
circumstance.
On the screen, select whether or not you
will be providing parental information. If you
are dependent, this is a mandatory
process.
 If you think you might be independent
because of special circumstances that
would prohibit you from providing parental
information please speak with staff prior to
submitting your fafsa. Contact information
provided on the last slide.
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You must select the answer that describes your parents' marital status as
of today.
If single, select the parent that you live with and receive support from.
If your parents have an e-mail address and would like to be notified by
e-mail when your FAFSA has been processed, enter the e-mail address
where requested.
To determine your parents’ household size, include:
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1) yourself;
2) your parents;
3) the number of other children (other than yourself) who will receive more than half
of their support from your parents between July 1, 2010 and June 30, 2011; and
4) the number of people who are not your parents' children but who live with your
parents and receive more than half of their support from your parents, and will
continue to receive more than half of their support from your parents between July
1, 2010 and June 30, 2011.
Enter the number of people in your parents' household who will attend
college between July 1, 2010 and June 30, 2011. Do not include your
parents in this number. Do include:
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Yourself, even if you will attend college less than half-time in 2010-2011.
Other people in your parents’ household only if they will attend college, at least
half-time, in a program that leads to a college degree or certificate in 2010-2011.
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Select the option that indicates your parents'
2009 income tax return filing status:
› • Already completed
• Will file
• Not going to file
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You must select the income tax return that your
parents filed or will file for 2009 IRS 1040
› IRS 1040A or 1040EZ
› A foreign tax return
› A tax return for a U.S. territory or a Freely Associated
State (including Puerto Rico, Guam, American
Samoa, the U.S. Virgin Islands, the Marshall Islands,
the Federated States of Micronesia, and Palau tax
returns)
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Enter the amount of your parents’ adjusted gross income (AGI) in
2009. The AGI can be found on:
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IRS Form 1040 – Line #37
IRS Form 1040A – Line #21
IRS Form 1040EZ – Line #4
Answer the dislocated worker( parent on fafsa)if he or she:
is receiving unemployment benefits due to being laid off or losing a job
and is unlikely to return to a previous occupation;
› has been laid off or received a lay-off notice from a job;
› was self-employed but is now unemployed due to economic conditions
or natural disaster; or
› is a displaced homemaker.
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Select Yes if your parent is a dislocated worker.
Select No if your parent is not a dislocated worker.
*Note that the financial aid administrator at your school may require
you to provide proof that your parent is a dislocated worker, if
you answered Yes.
Enter your parents’ total tax amount for 2009.
If your parents filed:
IRS Form 1040 – Enter Amount From Line: 55
IRS Form 1040A – Enter Amount From Line: 35
IRS Form 1040EZ – Enter Amount From Line: 11
Enter your parents' exemptions for 2009. If your parents filed a:
1040 enter the number from line 6d.
1040A enter the number from line 6d.
1040EZ and did not check either box on line 5, enter 01 if they
are single or 02 if they are married.
 1040EZ and checked either the “you” or “spouse” box on line 5,
use line F on the EZ worksheet to determine the number of
exemptions ($3,650 equals one exemption).
 Note: The line numbers above are from the IRS tax form, not from
the W-2 form.
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Check all that apply for the listed items.
Add the account balances of your parents’ cash, checking, and
savings accounts as of today. Enter the total of all accounts as the total
current balance. If the total is negative, enter zero as the total current
balance. Do not add student financial aid into the account balances.
The net worth of your parents’ current investments is the amount left
over after deducting the debt from the value of the investment.
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Investments include real estate (do not include the home you live in), trust funds,
UGMA and UTMA accounts, money market funds, mutual funds, certificates of
deposit, stocks, stock options, bonds, other securities, installment and land sale
contracts (including mortgages held), commodities, etc.
Investments also include qualified educational benefits or education savings
accounts such as Coverdell savings accounts, 529 college savings plans and the
refund value of 529 prepaid tuition plans.
Investments do not include the home you live in, the value of life insurance,
retirement plans (401[k] plans, pension funds, annuities, non-education IRAs, Keogh
plans, etc.) or cash, savings and checking accounts.
Business and/or investment farm debt means only those debts for which
the business or investment farm was used as collateral.
Complete all of the steps as you did in
the Parent Tax information section.
 If you did not have any income, select
not going to file and move on to the next
section.
 It will then ask the amount of income
earned from working, enter 0 if you did
not have any income or the amount
earned if you had income.
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You will now need the pin number for
both the parent and the student.
› Select sign electronically with the pin and
enter it in space provided.
› Once you have entered each pin, click the
respective sign button once.
In order to submit your FAFSA on the
Web, you must review the Terms of
Agreement and select Agree.
 Select submit which is the final step.
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Successful submission will yield a
confirmation page.
 Please print this page for your records.
 After you have submitted the fafsa,
select the link below to complete the
MSU supplemental financial aid
application for summer 2011.
http://www.mnsu.edu/campushub/summe
r/app/2011/step1/index.html
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Step 1 - You will
need a Dynamic
Forms account to
access the Summer
2011 Financial Aid
Application.
Select Continue
located next to the
no response.
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The Student Response Form is to be completed online
by the student and electronically signed and
submitted.
When you click on the Continue link in the lower right
corner for the first time, you will be required to
"Create an Account". You will want to remember your
username and password you choose, as you will
need it to log into online forms in the future.
It is strongly recommended that you use your
Minnesota State Mankato e-mail address when
setting up your Dynamic Forms account. If you are a
new student not yet set up with University e-mail (this
occurs after orientation/registration), please consider
updating your Dynamic Forms account later with your
Minnesota State Mankato e-mail address.
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Follow the prompts to create an account.
Username Format
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1) Minimum length - eight
2) Must contain at least one letter
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1) Minimum length - eight
2) Must contain characters from each of four groups
3) Alphanumeric characters and symbols acceptable
4) Must not contain unicode characters (i.e. combinations
using ALT + 0000 – 1024)
 Password Format
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o
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Lower case letters (i.e. a, b, c)
Upper case letters (i.e. A, B, C)
Numbers (i.e. 1, 2, 3)
Alphanumeric characters or symbols (i.e. @ , $, &)
3) Must not contain the user ID
4) Must not contain unicode characters (i.e. combinations using
ALT + 0000 – 1024
After you have created an account, you
will be returned to the log in page.
 Log in with the user id and password that
you have selected.
 Select Complete this form by clicking the
image like that pictured below.
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Complete the form with the required
information.
You will be taking 12 credits during the summer,
this should be entered next to the question “
how many credits will you be enrolled for”.
If you have attended another university during
this academic year, such as this spring or last
fall, enter that where asked.(Transfer students)
Electronically sign the form and then select
save and print.
A sample form has been included as an
attachment with this email to guide you
through the process.
After you have completed both the
2010-2011 FAFSA and the MSU Summer
aid application please send an email
stating the following message to
[email protected]
 Subject: Last Name, CAP Financial Aid
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First & Last Name, and City
Briana I have completed my summer financial
aid process.
www.fafsa.ed.gov
 www.mnsu/financialservices
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