Welcome to Financial Aid Services FAFSA tutorial

1
Welcome to Financial Aid Services FAFSA tutorial

• To begin this session, press the F5 key
• Then click here.

2
Free Application for Federal Student Aid

• 2002/2003
• Instructions
• Fill Out the FAFSA

3
Instructions

• To move through this presentation, use the blue
  Previous link to go back or blue Next link to
  go forward.
  
• To get more information on a question, click the
  blue Help link. To return back to the FAFSA
  from the help window, click on Return.
  
• When you are finished, use the Escape button on
  the keyboard. Then click File drop down and
  select Exit. Next

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2002/2003 FAFSA

• 1-3. Your full legal name Help
• 4-7. Permanent Address Help
• 8. Social Security Number Help
• 9. Date of Birth
• 10. Telephone Number
• Previous Next

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Help Questions 1-8

• 1-3 Name Do not use nicknames. For example, if
  your name is Robert but your called Bob list
  Robert. Enter your name as it appears on your
  social security card.
• 4-7 Address Use an address where you know you
  can always receive mail.
  
• 8. Social Security Number Make sure this number
  matches your social security card.
  
• 
  Return

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2002/2003 FAFSA

• 11. Drivers License Number
• 12. Drivers License State
• 13. Citizenship
• a. US Citizen Help
• b. Eligible Non-Citizen Help
• c. None of the Above Help
• Previous Next

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Help Question 13

• US Citizen You are a citizen if, you were born
  in the United States or hold any of the following
  documentation Certificate of citizenship,
  Certificate of Naturalization, Certificate of
  Birth Abroad,Report of Birth Abroad, or US
  Passport.
• Return

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Help Question 13

• 13. Citizenship Do not leave this question
  blank. If you are an eligible non-citizen, write
  your 8 or 9 digit alien registration number (A
  number). You may be asked you prove your status
  by submitting a copy of your I-155, I-155C, or
  I-94 marked Refugee, Asylum Granted, Indefinite
  Parole, Humanitarian Parole, or Cuban/Haitian
  Entrant. Return

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Help Question 13

• C. Not a citizen or eligible non-citizen If you
  do not qualify as a citizen or eligible
  non-citizen, you are not eligible for federal
  aid, Commonwealth of Massachusetts aid, or UMass
  Boston aid.
• Return

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2002/2003 FAFSA

• 14. Alien Registration Number
• 15. Current Marital Status
• 16. Date Married, Separated, Divorced or Widowed
• 
  
  
• Previous Next

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2002/2003 FAFSA

• 17-21. EnrollmentAnswer
• 18. Fall 2002 20. Spring 2003 Help
• Full time 12 Credits/Credit Equivalencies for
  CPCS
  
• ¾ time 9-11 Credits/ Credit Equivalencies for
  CPCS
  
• ½ time 6-8 Credits/ Credit Equivalencies for
  CPCS
  
• 5 and under less than ½ time
  Previous Next

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Help Questions 18 20

• Fall 2002 September 4,2002- December 20, 2002
• Spring 2003 January 28, 2003- May 23, 2003
• Return

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2002/2003 FAFSA

• 22. Fathers Education
• 23. Mothers Education
• 24. Legal Resident State Help
• 25. Resident by January 1, 1997
• Previous

Next
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Help Question 24

• 24. Legal Residence Massachusetts residents, do
  not leave this question blank. Your response to
  this question will be forwarded to the
  Massachusetts Office of Student Financial
  Assistance to be used in determining your
  eligibility for state grant funds.

Return
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2002/2003 FAFSA

• 26. If 25 No, Date of Residency
• 27. Are You Male?
• 28. Do You Want To Register With the Selective
  Service? Help
  
  
  Previous Next

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Help Question 28

• Selective Service Registration If you are a male
  who is not yet old enough to register with the
  Selective Service Administration, the US
  Department of Education will hold your
  information until the proper time for you to
  register. If you are already old enough, you can
  also register online by visiting www.sss.gov.
  Return

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2002/2003 FAFSA

• 29. Degree
• 1st Bachelors Degree 1
• 2nd Bachelors Degree 2
• Certificate 6
• Graduate 8
• Previous Next

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2002/2003 FAFSAQuestion 30. Help

• 0. 1st Year
• Returning Freshman
• Sophomore
• Junior
• Previous

• 4. Senior
• 5. 5th Year Undergraduate
• 6. 1st Year Grad
• 7. Continuing Graduate Next
  

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Help Question 30

• Please select your grade level according to the
  chart below. Use the total number of completed
  credits/competencies you will have by the Fall
  2002 semester.
• Return

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2002/2003 FAFSA

• 31. High School Diploma/GED before Fall 2002
• 32. 1st BA before July 1, 2002Help
• 33. Loans
• 34. Work-Study
• Previous Next

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Help Question 32

• 1st BA before July 1, 2002 Improperly answering
  this question or leaving it blank, could limit
  your grant eligibility.
  
• 
  Return

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2002/2003 FAFSA

• 35. Drug Conviction
• Do not leave this question blank !
• Previous Next

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2002/2003 FAFSA

• 36. Have you completed your 2001 tax return?
  Help
  
• If you will not file, skip to question 42.
• 37. Which income tax return did/will you file?
  
  
• Previous Next

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Help Question 36

• Tax Information Do not wait until after you have
  filed your 2001 income taxes to fill out the
  FAFSA. Priority financial aid goes to those who
  file by March 1, 2002. If your income is about
  the same as last year, use your 2000 federal
  returns to estimate this year. If you have your
  W-2(s) for 2001, use this table to estimate your
  taxes. If you estimate on the FAFSA, you will
  need to make corrections after you have filed
  your taxes.
  Return

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38. Eligible to file 1040A/1040EZ?You must meet
all of the following

• Make less than 50,000
• Dont itemize deductions
• Income isnt from own business/farm
• Previous

• Dont receive alimony
• Not required to file a schedule D for capital
  gains Next

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39. Student Spouse AGI

• IRS Form 1040 line 33
• IRS Form 1040A line 19
• IRS Form 1040EZ line 4
• Telefile line I
• Previous Next

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40. Student Spouse tax paid Help

• IRS Form 1040 line 47 52
• IRS Form 1040A line 30 34
• IRS Form 1040EZ line 11
• Telefile line K(2)
• Previous Next

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Help Question 40

• Tax Paid The amount of tax paid is not the
  witholding, not the number on your last paycheck
  of the 2001 year or the amount on your W-2. To
  estimate the tax you must pay based on your
  income please look up the information using the
  chart.
• 
  Return
  

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2002/2003 FAFSA

• 41. Student spouse exemptionsHelp
• 42. Students income from work
• 43. Spouses income from work
• Previous Next

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Help Question 41-43

• 41. Exemptions On 1040 or 1040A line 6d. On
  1040EZ if you answered Question 5 Yes, use
  worksheet line F, if No then enter 1 for single,
  2 if married. Telefile line J(2).
• 42. Student Income Box 1 on your 2001 W2 form or
  the gross year to date (YTD) amount on your
  December 31, 2001 paycheck stub.
  
• 43.Spouse Income Box 1 on your spouses 2001 W2
  form or the gross year to date (YTD) amount on
  your spouses December 31, 2001 paycheck stub.
  
• Return

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44. Worksheet A

• Earned Income Credit
• IRS form 1040 line 61a
• IRS form 1040A line 39a
• IRS form 1040EZ line 9a
• Telefile line L(2)
• Previous Next

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44. Worksheet A (continued)

• Child tax credit (1040 line 63 1040A line 40)
• Welfare benefits, TANF do NOT include food
  stamps
  
• Untaxed social security benefits
• Previous Next

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45.Worksheet B

• Tax deferred pension/saving plan
• Payments self employed, SEP, SIMPLE, Keogh
• IRS 1040 lines 23 29
• IRS form 1040 or 1040A line 8B
• Previous

• IRS 1040A line 16
• Child support received Help
• Foreign income exclusion
• Special fuels credit
• Allowances paid to military or clergy
• Next

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Help Worksheet B

• 45. Child Support Received List the amount of
  actual monies received, not the the amount of the
  order for support.
  
• Return

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45. Worksheet B (continued)

• Veterans non-educational benefits Help
• Other untaxed income or benefits not reported
  elsewhere on this form
  
• Cash received or money paid on your behalf Help
  
  
• Previous Next

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Help Question 45

• Veterans non-educational benefits List any
  benefit received any branch of the US Armed
  Forces that is not an educational benefit. Such
  as disability, death pension, or dependency
  indemnity compensation (DIC)
• Cash received/Money paid on your behalf List the
  amount of any of your bills paid by someone else
  or money given to you for living expenses.
  
• Return

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46. Worksheet C

• Education Credits- IRS Form 1040 line 46 Form
  1040A line 29
  
• Child support paid
• Previous

• Taxable work-study income Help
• Grant, scholarship, or fellowship money that was
  reported to IRS as part of AGI
  
• Next

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Help Question 46

• Taxable Work-Study List the amount you earned in
  the Federal Work-Study program. If you worked on
  campus, but not as a work-study employee, do not
  list that amount.
• Return

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2002/2003 FAFSA

• 47. Net worth of your (and your spouses)
  investments Help
  
• 48. Net worth of your (and your spouses)
  business or investment farm
  
• 49. Balance of cash, savings, checking accounts
• Previous Next

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Help Question 47

• Home as investment Do not list your primary
  residence as an investment. If you own a
  multifamily property, list the value of the
  residences that you do not inhabit. For example
  if you own a 150,000 3 family house, living on
  one floor while renting out the other two, your
  investment would be 100,000. Return

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2002/2003 FAFSA

• 50. From July 1, 2002- June 30, 2003, how many
  months will you receive veterans educational
  benefits?
  
• 51. Monthly amount of veterans educational
  benefits.
  
• Previous Next

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2002/2003 FAFSA

• 52. Were you born before January 1, 1979?
• 53. Are you in a Masters or Doctoral program in
  the 2002/2003 year?
  
• 54. As of today, are you married? Help
• Previous Next

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Help Question 54

• 54. Married as of today As of today on the FAFSA
  means day you will file the form. Do not estimate
  or project
  
• Return

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2002/2003 FAFSA

• 55. Do you have children who get more than half
  of their support from you?
  
• 56. Do you have dependents other than children or
  your spouse who get more than half of their
  support from you now through June 30, 2003?
  
• Previous Next

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2002/2003 FAFSA

• 57. Are you an orphan or ward of the court or
  were you until the age of 18?
  
• 58.Are you a veteran of the United States Armed
  Forces?
  
• If you answered No to all questions 52-58, you
  must provide parental information for questions
  59-83. If you answered Yes to any question in
  Step Three skip to Question 84.
• Previous Next

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2002/2003 FAFSA

• 59. What is your parents marital status as of
  today? Help
  
• 60. Fathers/stepfathers social security number
• 61. Fathers/stepfathers last name
• Previous Next

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Help Question 59

• 59. Parents marital status If your biological
  parents have divorced and custodial parent has
  remarried, you must include your step-parent
  information on the FAFSA.
• Return

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2002/2003 FAFSA

• 62.Mothers/stepmothers social security number
• 63. Mothers/stepmothers last name
• 64. Parents household size Count yourself (even
  if you dont live with parents), your parent(s),
  anyone who receives half their support from your
  parents from July 1, 2002-June 30, 2003.
• Previous Next

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2002/2003 FAFSA

• 65. Excluding your parents, how many people
  counted in question 64 will be at least half-time
  degree seeking students?
  
• 66. What is your parents legal state of
  residence? This information is forwarded to the
  State to grant determine eligibility. Do not
  leave blank.
• Previous Next

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2002/2003 FAFSA

• 67. Were your parents legal residence of that
  state before January 1, 1997?
  
• 68. If your answered 67 No when did you parents
  become residents of the state?
  
• Previous Next

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2002/2003 FAFSA

• 69. How old is your older parent?
• 70. Have your parents completed their 2001 IRS
  income tax form?
  
• 71. What income tax did you parents file, or will
  file for 2001? Help
  
• Previous Next

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Help Question 71

• Tax Information Do not wait until after your
  parent(s) have filed 2001 income taxes to fill
  out the FAFSA. Priority financial aid goes to
  those who file the FAFSA by March 1, 2002. If
  your parent(s) income is about the same as last
  year, use 2000 federal returns to estimate this
  year. If your parent(s) have their W-2(s) for
  2001, use this chart to estimate taxes. If you
  estimate on the FAFSA, you will need to make
  corrections after your parent(s) have filed
  taxes.
• Return
  

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72. Eligible to file 1040A/1040EZ?You must meet
all of the following

• Make less than 50,000
• Dont itemize deductions
• Income isnt from own business/farm
• Previous

• Dont receive alimony
• Not required to file a schedule D for capital
  gains
  
• Next

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73. Parents AGI

• IRS Form 1040 line 33
• IRS Form 1040A line 19
• IRS Form 1040EZ line 4
• Telefile line I
• Previous Next

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74. Parents tax paid Help

• IRS Form 1040 line 47 52
• IRS Form 1040A line 30 34
• IRS Form 1040EZ line 11
• Telefile line K(2)
• Previous Next

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Help Question 74

• Tax Paid The amount of tax paid is not the the
  witholding, not the number on your parents last
  paycheck of the 2001 year or the amount on the
  W-2. To estimate the tax your parents must pay
  based on their income please look up the
  information using this chart.
• 
  Return
  

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2002/2003 FAFSA

• 75. Parents exemptions Help
• 76. Father/stepfathers income from work
• 77. Mother/stepmothers income from
  work Previous Next
  

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Help Question 75-77

• 75. Exemptions On 1040 or 1040A line 6d On
  1040EZ if you answered Question 5 Yes, use
  worksheet line F, if No then enter 1 for single,
  2 if married. Telefile line J(2).
• 76. Father/StepFather Income Box 1 on 2001 W2
  form or the gross year to date (YTD) amount on
  the December 31, 2001 paycheck stub.
  
• 77.Mother StepMother Income Box 1 on 2001 W2
  form or the gross year to date (YTD) amount on
  the December 31, 2001 paycheck stub.
  
• Return

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78. Worksheet A

• Earned Income Credit
• IRS form 1040 line 61a
• IRS form 1040A line 39a
• IRS form 1040EZ line 9a
• Telefile line L(2)
• Previous Next

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78. Worksheet A (continued)

• Child tax credit (1040 line 63 1040A line 40)
• Welfare benefits, TANF do NOT include food
  stamps
  
• Untaxed social security benefits
• Previous Next

61
79.Worksheet B

• Tax deferred pension/saving plan
• Payments self employed, SEP, SIMPLE, Keogh
• IRS 1040 lines 23 29
• Previous

• IRS 1040A line 16
• Child support received Help
• Foreign income exclusion
• Special fuels credit
• Allowances paid to military or clergy
• Next

62
Help Worksheet B

• 79. Child Support Received List the amount of
  actual monies received, not the the amount of the
  order for support.
  
• Return

63
79. Worksheet B (continued)

• Veterans non-educational benefits Help
• Other untaxed income or benefits not reported
  elsewhere on this form
  
• Cash received or money paid on your behalf
  Help
  
• Previous Next

64
Help Question 79

• Veterans non-educational benefits List any
  benefit received any branch of the US Armed
  Forces that is not an educational benefit. Such
  as disability, death pension, or dependency
  indemnity compensation (DIC)
• Cash received/Money paid on your behalf List the
  amount of any of your bills paid by someone else
  or money given to you for living expenses.
  
• Return

65
80. Worksheet C

• Education Credits- IRS Form 1040 line 46 Form
  1040A line 29
  
• Child support paid
• Previous

• Taxable work-study income Help
• Grant, scholarship, or fellowship money that was
  reported to IRS as part of AGI
  
• Next

66
Help Question 80

• Taxable Work-Study List the amount your
  parent(s) earned in the Federal Work-Study
  program. If they worked on campus, but not as a
  work-study employee, do not list that amount.
• Return

67
2002/2003 FAFSA

• 81. Net worth of your parents current
  investments Help
  
• 82. Net worth of your parents business or
  investment farm
  
• 83. Balance of your parents cash, savings,
  checking accounts
  
• Previous Next

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Help Question 81

• Home as investment Do not list your parents
  primary residence as an investment. If they own
  a multifamily property, list the value of the
  residences that they do not inhabit. For example
  if they own a 150,000 3 family house, living on
  one floor while renting out the other two, the
  investment would be 100,000. Return

69
2002/2003 FAFSA

• 84. Your household size Count yourself, your
  spouse, and anyone who will receive half their
  support from you or your spouse from July 1,
  2002-June 30, 2003.
• 85. How many people counted in question 84 will
  be at least half-time degree seeking students in
  the 2002/2003 academic year? Previous
  Next

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2002/2003 FAFSA

• 86-96 List the federal school codes and your
  housing plans for up to six schools that you are
  interested in receiving financial aid from. Help
  
• Federal school code for UMass Boston is
  002222
  
• Previous Next

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Help Questions 86-96

• Housing Plans Dont leave housing blank. Your
  housing plans affect your cost of attendance.
  Leaving housing plans blank could reduce
  eligibility for aid.
• Return

72
2002/2003 FAFSA

• Please read the paragraph labeled Step Seven
  before signing the FAFSA
  
• 98. Date the FAFSA was completed.
• 99. Student signature and parent signature if
  parental data was required.
  
• Previous Next

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What Happens Next

• File your application by mailing it in the
  envelope provided in the application or by going
  to FAFSA on the Web and entering the
  information.
• Once the US Department of Education processes
  your application you will be mailed a green
  Student Aid Report (SAR) and your information
  will be electronically released to all the
  schools you listed on your application. Please
  read your SAR carefully to insure that all the
  information appears according to your
  application.
• Previous Next

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Contact Information

• UMass Boston Financial Aid Services
• 617.287.6300 or finaid_at_umb.edu
• Federal Student Aid Information Center
• 800.433.3243
• When you are finished, use the Escape button on
  the keyboard. Then click File drop down and
  select Exit.
  
• Previous