catherine metcalf | dec. 2015 u.s. department of education 2015 fsa training conference for...

Catherine Metcalf | Dec. 2015

U.S. Department of Education

2015 FSA Training Conference for Financial Aid Professionals

The FSA ID – Resources for Assisting Students, Parents and Borrowers to Create and Use an FSA ID

Session #44

Agenda• Introduction• FSA ID Advanced Placement ‘EXAM’• Resources• Trouble Shooting • Enhancements and Feedback• Questions and Answers

2

FSA ID

3

FSA ID

Since May 10th, 2015•18+ million FSA IDs •75+ million logins•Increases security of personal information such as SSN, DOB and financial information •Expands number of self-service options and options for future enhancements

4

FSA ID – AP ‘Exam’

FSA ID Advanced Placement

5


The PIN was in use for how many years before being replaced by the FSA ID?

a)3 years

b)7 years

c)13 years

d)17 years

6


The PIN was in use for how many years before being replaced by the FSA ID?

a)3 years

b)7 years

c)13 years

d)17 years!!!!

7


Linking PIN information allows you to immediately transfer your Social Security match information to your FSA ID profile and start your renewal FAFSA® immediately

a)TRUE

b)FALSE

8

FSA ID – AP ‘Exam’Linking PIN information allows you to immediately transfer your Social Security match information to your FSA ID profile and start your renewal FAFSA® immediately

TRUEThis is one of the benefits of linking your PIN. And if you link your

PIN to your FSA ID, you can also use it right away to submit a FAFSA correction, access your SAR online, sign a master

promissory note or perform any other task you used your PIN for

9


You must wait one to three days for your Social Security match before you can submit an original FAFSA®

a)TRUE

b)FALSE

10


You must wait one to three days after creating your FSA ID for your Social Security match before you can submit an original FAFSA®

FALSEYou can create, sign and submit a new FAFSA®

immediately after creating an FSA ID

11


You will receive an e-mail with the results of your Social Security matching within one to three business days

a)TRUE

b)FALSE

12

Pemberton, Tina

"email" should be "e-mail"Normally, I wouldn't bring this up since it's minor but you use "e-mail" later on so you should probably be consistent and go with "e-mail" throughout since it's our style. I didn't note all the slides where this needed to be updated.


You will receive an e-mail with the results of your Social Security matching within one to three business days

13

TRUEThis is one of the benefits of entering your e-mail

address


You must verify your e-mail before you can use your FSA ID

a)TRUE

b)FALSE

14


You must verify your e-mail before you can use your

FSA ID

FALSEYou are not required to verify your e-mail in order

to use your FSA ID

15

FSA ID – AP ‘Exam’Students need to wait 30 minutes after they reset their

FSA ID password before they can log in

a)True

b)False

c)Students only need to wait 30 minutes, if they use their Challenge Questions to reset their password

d)Students only need to wait 30 minutes if they use their e-mail to reset their password

16

FSA ID – AP ‘Exam’Students need to wait 30 minutes after they reset their FSA ID password before they can log ina)True

b)False

c)Students only need to wait 30 minutes, if they use their challenge questions to reset their password

d)Students only need to wait 30 minutes, if they use their e-mail to reset their password

17


Once an e-mail address has been verified, it can be used instead of the Username to log in to FSA websites for students, parents or borrowers

a)TRUE

b)FALSE

18


Once an e-mail address has been verified, it can be used instead of the Username to log in to FSA websites for students, parents or borrowers

TRUEThis is one of the benefits of entering and verifying the

e-mail address

19


A single e-mail address may be associated with only one FSA ID

a)TRUE

b)FALSE

20

FSA ID – AP ‘Exam’A single e-mail address may be associated with only one FSA ID

TRUEParents and children cannot share an e-mail address

21


Once you create an FSA ID, you can never update or change your contact information, e-mail address, challenge questions or username and password

a)TRUE

b)FALSE

22


Once you create an FSA ID, you can never update or change your contact information, e-mail address, challenge questions or username and password

FALSELogging on to the ‘Edit My FSA ID’ tab

allows you to update all of this information, verify your e-mail

address, and check your SSA Match!

23


24

A student didn’t receive a confirmation e-mail from FSA when they created their account, what should they do next?

a)Check their e-mail spam folder

b)Refresh their e-mail to make sure it downloaded recent messages

c)Log in to the ‘Edit My FSA ID’ tab and double check that the address was entered correctly

d)All of the above


25

A student didn’t receive a confirmation e-mail from FSA when they created their account, what should they do next?a)Check their e-mail spam folder

b)Refresh their e-mail to make sure it downloaded recent messages

c)Logging in to the ‘Edit My FSA ID’ tab and double check that the address was entered correctly

d)All of the above

FSA ID – AP ‘Exam’I got a 'Username taken’ message, what does this mean?

a)I already have an FSA ID

b)I need to create a different Username

c)Someone else created an account for me

d)Someone stole my identity

26

FSA ID – AP ‘Exam’I got a 'Username taken’ message, what does this mean?

a)I already have an FSA ID?

b)I need to create a different Username – Each user must have a different Username.

c)Someone else created an account for me

d)Someone stole my identity

27

FSA ID -- Resources • What’s an FSA ID and Why Do I Need One?

Fact Sheet• Creating and Using Your FSA ID: An

Overview Presentation• FSA ID Digital and Social Outreach

Resources (coming soon)

28

FSA ID -- Resources • StudentAid.gov/fsaid: Web page for Students, Parents, and Borrowers

• Information on FSA ID, answers to FAQs, & easy to find “Create You FSA ID” link• Updates planned over next couple of weeks to include more details on

troubleshooting common issues

• Blog posts:• Federal Student Aid PIN (1998–2015)• Goodbye, Federal Student Aid PIN. Hello, FSA ID!• The FSA ID: Your First Step to Getting Financial Aid

for College (coming soon)

29

FSA ID -- Resources • Upcoming Events:

• FSA ID Webinar:• December 10, 3:00–4:00pm EST: Details at

https://StudentAid.ed.gov/sa/events/fsaid-webinar-2015-12 • Recorded FSA ID webinar is available at FinancialAidToolkit.ed.gov/resources

(select “FSA ID” as the topic)

• FSA Facebook Office Hours – December 5th, 5-6pm EST• FSA Twitter Office Hours – December 16th 5-6pm EST• To see other upcoming events for students, parents, and borrowers,

go to FinancialAidToolkit.ed.gov/training

30

FSA ID -- Resources • Other FAFSA-related Resources (FinancialAidToolkit.ed.gov/resources)

• Infographics:• The FAFSA Process• FAFSA Dependency Status• Who’s My Parent When I Fill Out the FAFSA• Simple Steps to Transfer Tax Information Info Your FAFSA

• Videos:• FAFSA Overview• How to Fill Out the FAFSA (update coming by end of Dec. to reflect FSA ID)• After the FAFSA: What Happens Next (update coming by end of Dec. to reflect FSA ID)• How to Create an FSA ID (NEW)

31

FSA ID Video

32

FSA ID – Accessing Resources • For Financial Aid Professionals:

• FSA ID resources are available on the Financial Aid Toolkit’s Search Resources page at FinancialAidToolkit.ed.gov/resources (select “FSA ID” as the search topic)

• An Electronic Announcement with information on and links to FSA ID resources will be sent by mid-December

• FSA Conference Presentation

• For Students, Parents, and Borrowers• Send them to StudentAid.gov/fsaid for info and to create their FSA IDs• The Financial Aid Toolkit is for professionals and shouldn’t be shared

with students or parents33

FSA ID – E-mail Campaign• In November, FSA posted an IFAP announcement regarding

an FSA ID e-mail campaign • Target audiences are dependent students and parents of

dependent students who previously submitted a FAFSA but didn’t have an FSA ID yet

• E-mails encourage getting an FSA ID before starting the FAFSA

• Campaign will continue until January

34

FSA ID• Trouble Shooting Demonstration

• Corrections to e-mail address, social security numbers, changing challenge questions and profile information

• Forgot my username

35

FSA ID – General Tips• Have students access their e-mail account before starting to

create an FSA ID• Have students create an FSA ID before starting a FAFSA®

• Have list of common questions available for students• Have list of suggestions for “additions” to usernames

• Middle Initial or Name • Graduation year• Last 4 digits of phone number• House number

36

FSA ID – Enhancements• Changes to the FSA ID site

• Instructions and Text enhancements• Changes the user interface • Simplification to processes

37

QUESTIONS?

38

catherine metcalf | dec. 2015 u.s. department of education 2015 fsa training conference for...

Documents