FAFSA
When completing a new 25/26 FAFSA, does a student need to select “Start New Form” at studentaid.gov?
Yes KB 78228 or 25/26 FAFSA Preview Presentation
What is a New Aid Year UEH Student Record Hold?
Unusual Enrollment. A New Aid Year UEH Student Record Hold will be placed on a student's file when a UEH c-code is present on an ISIR before that new award year is released in FAS. KB 60653.
Are graduate/doctoral students subject to verification for the 25/26 aid year?
Beginning with the 25/26 award year, graduate/doctoral students are not required to verify income or family size but if selected for V4/V5 they must complete identity confirmation (SOEP). KB 79288
What do students need to do to complete their Veri-Tax submission on their student website?
Students can submit a Veri-Tax request in FPM under the Account—Awards and Disbursements tab. KB 43531
When a student completes the 25/26 FAFSA application, is FAFSA onboarding required?
Yes KB 78228 or 25/26 FAFSA Preview Presentation
When can students start completing the 25/26 FAFSA?
Now. The 25/26 Free Application for Federal Student Aid (FAFSA) will be released sometime in December 2024. As always, visibility to the FAFSAs will be available only after the new award year release in Spring 2025. KB 77996
Can a student request tax transcripts for a spouse if they filed single?
We would want the spouse to sign the form if we are requesting only their taxes not the student. A Veri-Tax order can be emailed over directly to the spouse to allow the spouse to sign off on the order. The information to submit the order itself can be obtained from the student for the spouse. KB 59811
Are grad plus loans subject to grade level aggregate loan limits for the new FAFSA?
Grad Plus loans are not subject to the grade level aggregate loan limit ($138,500) except in the cases of an overpayment. If the student is at the aggregate limit we can award grad plus funds up to the credit approved amount or the cost of attendance whichever is lower. However, if the student has been over-awarded even $1 ($138,501) we cannot award grad plus funds until the over payment is resolved. KB 60046.
After the student completes the request, what are the next steps to complete the e-sign process?
True or False. A Dependent student can use the IRS data retrieval tool on the 25/26 FAFSA?
True KB 78228 or 25/26 FAFSA Preview Presentation
If the student has a question regarding their 25/26 FAFSA application, who should they contact?
Direct students with questions to the Federal Student Aid Information Center (FSAIC) at https://studentaid.gov/help-center/contact. KB 78937
Is a C-Code for Unusual Enrollment History (UEH) considered terminable?
Yes. KB 61662
Is an Aggregate C code Terminable?
Yes. KB 60132
If a finance advisor is having difficulty logging into their Veri-Tax account, whom should they contact?
Email: customerhappiness@veri-tax.com
Phone: 800 969 5100
What does a Dependent student need to do, to have their parent include their information on the 25/26 FAFSA?
The Dependent student will send their parent a FAFSA invite so that they can complete their portion of the application. KB 78228 or 25/26 FAFSA Preview Presentation
What change was made to the "gender" question on the FAFSA?
The question now includes only two response options: “Male” and “Female.” KB 78937
What needs to be collected when we see a 1040X document request?
When we need amended taxes, if the taxes have already been amended, the 1040 C Record of Account Transcript (Veri-Tax) can be used in lieu of the 1040X because it includes all the necessary information, including amendment information. If the student has not yet amended their taxes and they are required to, they will need to complete and submit a 1040X to the IRS. Once processed by the IRS, we can request their Record of Account through Veri-Tax. If the student prefers to submit their 1040X we can still accept a signed 1040X form as well. KB 55176
What percentage of Pell Grant funding can be awarded for any award year?
150% KB 61047
How long does a student have to e-sign the 4506-T with Veri-Tax?
Students have 30 business days to complete the e-signature of the 4506-C. If the 4506-T is not signed within this timeframe a new order is required to be submitted. A reminder email to sign the 4506-C will be sent to the student for the first 5 business days. KB 60169
What are the maximum Pell award amounts for the 25/26 FAFSA?
Once the student is awarded Pell Grant funding, can we make changes to the award?
No, once 24/25 Pell Grant funds are awarded, we are unable to make changes to the award year used per our policy. KB 61047
For the 25/26 FAFSA, when would a Verification or Family Size form not be required?
KB 71616
If a student has a Pell Grant payment period that contains both 6/30/25 and 7/1/25, which FAFSA would be used?
FAS will award the earliest available Pell Grant eligible award year with remaining eligibility. For example, in a crossover payment period where both the 24/25 and 25/26 ISIRs are updated to “Valid” on the same day, the system will award using the 24/25 ISIR since it is the earlier of the two. KB 61047
What are the steps an FA takes to submit a Veri-Tax request?