One-Hour Free Session

Preparation For Completing The Free Application For Federal Student Aid

There are two steps we like to follow to help students and families
complete the process of applying for their FAFSA application.

+ Step ONE:

• Introduction to one another via phone call will be the first course of action
We like to exchange names by introducing our financial aid counselor to the parent and student.

• We then initiate a 3-5 minute explanation of what we intend to accomplish
We would like to start by using the FAFSA-On-The-Web Site and explain how the electronic signature is used. Please note, even if your child has not made a final decision on what college they would like to attend, or even if they have not received all of their acceptance letters, we can still have the results sent to any schools of interest to them.

• We will explain how FAFSA results will yield an EFC and what the EFC means
Once the student’s application has been submitted and processed by the Department’s Central Processing System (CPS), the result will show an Expected Family Contribution (EFC) that Colleges use to determine your child’s eligibility for Federal Student Aid. The EFC will be provided to you, via email in the form of a Student Aid Report (SAR). Any selected colleges will also receive the results on an Institutional Student Information Record (ISIR). The EFC is designed to be an estimate of what the family can contribute toward the student’s Cost of Attendance (COA).

• We will then help you (the student and the parent) confirm that you have a Federal Student Aid ID and password
We will then log on to the FAFSA website using your unique ID and password, then show you where both the student and parent will sign the online form electronically.

+ Step TWO:

• To continue, the student and one of their parents are required to register for an FSA User ID.
We would like to explain to you what an FSA User ID is and how to obtain it. An FSA User ID stands for Federal Student Aid User Identification. To obtain one, you will need to create your own on the FAFSA website. To do this you will need your full legal name, social security number, date of birth, email address, current mailing address and telephone number. Be sure to enter all data carefully. Your name, social security number, and date of birth will be matched against Social Security Administration records. If the match fails, the submission of your FAFSA will be delayed. It is recommended that you have your Social Security card available and enter the number directly from the card.

Both the student and the parent will be required to electronically “sign” the FAFSA using the FSA ID, so it is important to obtain your FSA ID.

We understand that completing this FAFSA application from the government site can be complicated, overwhelming, and confusing. However, our staff will do our very best to simplify and help complete this process in a seamless and thorough manner. 

• You will then need the following information to complete your FAFSA application:

– Social Security Number for both student and parent (same parent that obtained an FSA ID)
– Alien Registration Number for both student and parent (if you are not a U.S. citizen)
– 2016 Federal income tax returns, W-2s, and other records of money earned by both the student and the parent

NOTE: You may be able to transfer your federal tax return information into your FAFSA using the IRS Data Retrieval Tool – DRT (one of our Gruber staff members will be happy to explain how the DRT works and help answer any questions). Please note, two-parent working families are required to have information available to determine the amount of income earned from work for each parent.

– Bank statements and records of investments for both student and parent (if applicable)
– Records of untaxed income received in 2016 for both student and parent (if applicable)
– An FSA ID for both student and parent, to sign electronically

• Next, please prepare the following documents. These are needed to obtain your 2016 Federal Income Tax Return data by DRT.

– Full legal name of the taxpayer.
– Social Security number of the taxpayer.
– Date of Birth of taxpayer.
– The taxpayer’s filing status on the 2016 Federal tax return (for example, “Married Filing Jointly”).
– Complete street address of taxpayer as it appeared on the 2016 Federal tax return.

• INITIAL FREE SESSION: We are happy to provide a one-hour free session to work with you and your child as we go over all of the above content.

However, if you feel you and your child need more than the initial one-hour free consultation and would prefer more individualized instruction with one of our Gruber staff members to complete your FAFSA application, these services can be made available via scheduled appointment upon request.

Please complete the information below if you would
like our free one-hour session 
completing your FAFSA application.

Select your special reference code when submitting this form.
Please email; or call 855-288-7737 for assistance.