,,ii  #aae? ,,congress  #b;d ,session   
,s4 #ccec  ,,9 ,,! ,,s5ate ,,( ,,!      
,,unit$ ,,/ates  ,augu/ #af1 #bjah,mr4  
,book] 7= himself1 ,mr4 ,blum5?al1 ,mrs4
 ,gillibr&1 ,mr4 ,m]kley1 ,mr4 ,jones1  
,ms4 ,h>ris1 & ,ms4 ,cortez ,ma/o7      
introduc$ ! foll[+ bill2 :i* 0 read     
twice & ref]r$ to ! ,committee on       
,heal?1 ,education1 ,labor1 & ,p5sions  
,a ,,bill  ,to am5d ! ,high] ,education 
,act ( #aife to require ! ,secret>y to  
provide = ! use ( data f ! second prec$+
 tax ye> to c>ry out ! simplification ( 
applications = ! e/imation & det]m9ation
 ( f9ancial aid eligibility1 to increase
 ! income ?re%old to qualify = z]o      
expect$ family contribution1 & = o!r    
purposes4  #a4 ,%ort title ,?is ,act may
 be cit$ z ! ,simplify+ ,f9ancial ,aid =
 ,/ud5ts ,act ( #bjah4  #b4 ,us+ data = 
second prec$+ ye> ,section              
#dhj7;a77#a77;,b7 ( ! ,high] ,education 
,act ( #aife 7#bj ,u4,s4,c4             
#ajhgvv7a77#a77;,b77 is am5d$ to read z 
foll[s3  7,b7 ,not)/&+ section #dgh7;a7 

& beg9n+ n lat] ?an #ahj days aft] !    
date ( enactm5t ( ! ,simplify+ ,f9ancial
 ,aid = ,/ud5ts ,act ( #bjah1 !         
,secret>y %all provide = ! use ( data f 
! second prec$+ tax ye> :5 & to ! ext5t 
necess>y to c>ry out ! simplification ( 
applications 7includ+ simplification = a
 subset ( applications7 us$ = !         
e/imation & det]m9ation ( f9ancial aid  
eligibility4 ,su* simplification %all   
include ! %>+ ( data betwe5 ! ,int]nal  
,rev5ue ,s]vice & ! ,dep>tm5t1 pursuant 
to ! cons5t ( ! taxpay]4  4  #c4 ,family
 contribution  7a7 ,family contribution 
,section #dgc7;b7 ( ! ,high] ,education 
,act ( #aife 7#bj ,u4,s4,c4 #ajhgmm7b77 
is am5d$-- 7#a7 by /rik+ ! subsection   
head+ & ins]t+ ,z]o family contribution2
  7#b7 9 p>agraph 7#a71 by add+ or 7#c7 
aft] p>agraph 7#b72  7#c7 9 p>agraph    
7#b7--  7,a7 by /rik+ ! p>agraph head+ &
 ins]t+ ,*ildr5 ( c]ta9 deceas$ vet]ans2
  7,b7 9 ea* ( subp>agraphs 7,b7 & 7,c71
 by r$esignat+ clauses 7i7 & 7ii7 z     
subclauses 7,i7 & 7,,ii71 respectively &

 adju/+ ! m>g9s accord+ly2  7,c7 by     
r$esignat+ subp>agraphs 7,a71 7,b71 &   
7,c71 z clauses 7i71 7ii71 & 7iii71     
respectively2 &  7,d7 by /rik+ ,p>agraph
 7#a7 %all & ins]t+ ! foll[+3  7,a7     
,applicability ,p>agraph 7#a7 %all  2   
7#d7 9 p>agraph 7#c7-- 7,a7 9           
subp>agraph 7,a71 by /rik+ subp>agraphs 
7,a71 7,b77i71 & 7,c7 ( p>agraph 7#b7 & 
ins]t+ clause 7i71 7ii77,i71 & 7iii7 (  
subp>agraph 7,a72  7,b7 9 subp>agraph   
7,b7-- 7i7 by /rik+ subp>agraphs 7,a71  
7,b77ii71 & 7,c7 ( p>agraph 7#b7 &      
ins]t+ clause 7i71 7ii77,,ii71 & 7iii7 (
 subp>agraph 7,a72 &  7ii7 by r$esignat+
 clauses 7i7 ?r\gh 7iii7 z subclauses   
7,i7 ?r\gh 7,,iii71 respectively1 &     
adju/+ ! m>g9s accord+ly2 &  7,c7 by    
r$esignat+ subp>agraphs 7,a7 & 7,b7 z   
clauses 7i7 & 7ii71 respectively1 &     
adju/+ ! m>g9s accord+ly2  7#e7 by      
r$esignat+ p>agraph 7#c7 z subp>agraph  
7,b71 & adju/+ ! m>g9s accord+ly2 &     
7#f7 by ins]t+ aft] p>agraph 7#b77;,b71 
z r$esignat$ by p>agraph 7#e71 ! foll[+3

  7#c7 ,recipi5ts ( c]ta9 means-te/$    
b5efits  7,a7 ,9 ,g5]al ,p>agraph 7#a7  
%all apply to a /ud5t if-- 7i7 t /ud5t  
is a dep5d5t /ud5t ^: p>5t p>ticipat$ 9 
a means-te/$ ,f$]al b5efits program at  
any "t dur+ ! p]iod encompass$ f !      
beg9n+ ( ! second prior cal5d> ye> ?r\gh
 ! date ( fil+2 or  7ii7 t /ud5t is     
indep5d5t & ! /ud5t or sp\se ( t /ud5t  
p>ticipat$ 9 a means-te/$ ,f$]al b5efits
 program at any "t dur+ ! p]iod         
encompass$ f ! beg9n+ ( ! second prior  
cal5d> ye> ?r\gh ! date ( fil+4  7,b7   
,means-te/$ ,f$]al b5efits program ,9   
?is p>agraph1 ! t]m means-te/$ ,f$]al   
b5efits program means-- 7i7 !           
supplem5tal security income program "u  
title ,,xvi ( ! ,social ,security ,act  
7#db ,u4,s4,c4 #acha et seq472  7ii7 !  
supplem5tal nutrition assi/ance program 
e/abli%$ "u ! ,food & ,nutrition ,act ( 
#bjjh 7#g ,u4,s4,c4 #bjaa et seq472     
7iii7 ! ,m$icaid program "u title ,,xix 
( ! ,social ,security ,act 7#db         
,u4,s4,c4 #acif et seq472  7iv7 a ,/ate 

program fund$ "u ! tempor>y assi/ance = 
ne$y families program "u "p ,a ( title  
,,iv ( ! ,social ,security ,act 7#db    
,u4,s4,c4 #fja et seq472  7v7 ! special 
supplem5tal nutrition program = wom51   
infants1 & *ildr5 e/abli%$ by section   
#ag ( ! ,*ild ,nutrition ,act ( #aiff   
7#db ,u4,s4,c4 #aghf72 &  7vi7 any o!r  
program det]m9$ by ! ,secret>y to be    
appropriate bas$ on-- 7,i7 ! reliability
 "u :i* ! ne$ = b5efits f ! program is  
e/abli%$2 &  7,,ii7 ! feasibility ( data
 l9kages4  4  7b7 ,simplifi$ ne$s te/   
,section #dgi ( ! ,high] ,education ,act
 ( #aife 7#bj ,u4,s4,c4 #ajhgss7 is     
am5d$ to read z foll[s3  #dgi4          
,simplifi$ ne$s te/s  7a7 ,simplifi$    
application section  7#a7 ,9 g5]al ,!   
,secret>y %all develop & use an easily  
id5tifiable simplifi$ application       
section z "p ( ! common f9ancial report+
 =m prescrib$ "u section #dhc7;a7 =     
families describ$ 9 subsections 7b7 &   
7c7 ( ?is section4  7#b7 ,r$uc$ data    
requirem5ts ,! simplifi$ application =m 

%all-- 7,a7 9 ! case ( a family meet+ ! 
requirem5ts ( subsection 7b77#a71 p]mit 
su* family to submit only ! data elem5ts
 requir$ "u subsection 7b77#b7 = !      
purposes ( e/abli%+ eligibility = /ud5t 
f9ancial aid "u ?is "p2 &  7,b7 9 ! case
 ( a family meet+ ! requirem5ts (       
subsection 7c71 p]mit su* family to be  
treat$ z hav+ an expect$ family         
contribution equal to z]o = purposes (  
e/abli%+ su* eligibility & to submit    
only ! data elem5ts requir$ to make a   
det]m9ation "u subsection 7c74  7b7     
,simplifi$ ne$s te/  7#a7 ,eligibility  
,an applicant is eligible to file a     
simplifi$ =m conta9+ ! elem5ts requir$  
by p>agraph 7#b7 if--  7,a7 ! applicant 
did n file & 0 n requir$ to file any    
,f$]al tax return dur+ ! #bd-mon? p]iod 
prec$+ ! date ( ! det]m9ation (         
eligibility2  7,b7 ! applicant1 or1 9 ! 
case ( an applicant :o is a dep5d5t     
/ud5t1 ! applicant's p>5t1 p>ticipat$ 9 
a means-te/$ ,f$]al b5efits program1 z  
describ$ 9 section #dgc7;b77#c77;,b71   

dur+ ! #bd-mon? p]iod prec$+ ! date ( ! 
det]m9ation ( eligibility2  7,c7 !      
applicant1 or1 9 ! case ( an applicant  
:o is a dep5d5t /ud5t1 ! applicant's    
p>5t1 fil$ a =m #ajdj;,a1 #ajdj;,,ez1 or
 #ajdj 7includ+ any prep>$ or electronic
 v]sion ( su* =m7 requir$ pursuant to ! 
,int]nal ,rev5ue ,code ( #aihf1 ) no =ms
 or s*$ules1 dur+ ! #bd-mon? p]iod      
prec$+ ! date ( ! det]m9ation (         
eligibility2  7,d7 9 ! case ( an        
applicant :o is a dep5d5t /ud5t-- 7i7 ! 
/ud5t's p>5ts include at lea/ "o p>5t :o
 is a dislocat$ work]2 &  7ii7 ! total  
adju/$ gross income ( ! p>5ts 7exclud+  
any income ( ! dep5d5t /ud5t7 is less   
?an #ej1jjj2 or  7,e7 9 ! case ( an     
applicant :o is an indep5d5t /ud5t-- 7i7
 ! /ud5t is a dislocat$ work] or has a  
sp\se :o is a dislocat$ work]2 &  7ii7 !
 adju/$ gross income ( ! /ud5t 7& !     
/ud5t's sp\se1 if any7 is less ?an      
#ej1jjj4  7#b7 ,simplifi$ te/ elem5ts ,!
 six elem5ts to be us$ = ! simplifi$    
ne$s analysis are--  7,a7 adju/$ gross  

income2  7,b7 ,f$]al taxes paid2  7,c7  
untax$ income & b5efits2  7,d7 ! numb] (
 family memb]s2  7,e7 ! numb] ( family  
memb]s 9 po/second>y education2 &  7,f7 
an all[ance 7,a7 = ,/ate & o!r taxes1 z 
def9$ 9 section #dge7;c77#b7 = dep5d5t  
/ud5ts & 9 section #dgg7;b77#b7 =       
indep5d5t /ud5ts ) dep5d5ts o!r ?an a   
sp\se1 or 7,b7 = ,/ate & o!r income     
taxes1 z def9$ 9 section #dgf7;b77#b7 = 
indep5d5t /ud5ts )\t dep5d5ts o!r ?an a 
sp\se4  7#c7 ,qualify+ =ms ,9 ! case (  
an indep5d5t /ud5t1 ! /ud5t1 or 9 ! case
 ( a dep5d5t /ud5t1 ! family1 files a =m
 describ$ 9 ?is subsection1 or          
subsection 7c71 z ! case may be1 if !   
/ud5t or family1 z appropriate1 files-- 
7,a7 a =m #ajdj;,a or #ajdj;,,ez        
7includ+ any prep>$ or electronic v]sion
 ( su* =m7 requir$ pursuant to !        
,int]nal ,rev5ue ,code ( #aihf2  7,b7 a 
=m #ajdj 7includ+ any prep>$ or         
electronic v]sion ( su* =m7 requir$     
pursuant to ! ,int]nal ,rev5ue ,code (  
#aihf1 except t su* =m %all be consid]$ 

a qualify+ =m only if ! /ud5t or family 
files su* =m 9 ord] to take a tax cr$it 
"u section #be;,a ( ! ,int]nal ,rev5ue  
,code ( #aihf1 & w\ld o!rwise be        
eligible to file a =m describ$ 9        
subp>agraph 7,a72 or  7,c7 an income tax
 return 7includ+ any prep>$ or          
electronic v]sion ( su* return7 requir$ 
pursuant to ! tax code ( ! ,commonweal? 
( ,pu]to ,rico1 ,guam1 ,am]ican ,samoa1 
! ,virg9 ,isl&s1 ! ,republic ( ! ,m>%all
 ,isl&s1 ! ,f$]at$ ,/ates ( ,micronesia1
 or ,palau4  7c7 ,z]o expect$ family    
contribution ,! ,secret>y %all consid]  
an applicant to h an expect$ family     
contribution equal to z]o if-- 7#a7 9 ! 
case ( a dep5d5t /ud5t--  7,a7 ! /ud5t's
 p>5ts include at lea/ "o p>5t :o is a  
dislocat$ work]2 &  7,b7 ! sum ( !      
adju/$ gross annual income ( ! p>5ts is 
less ?an or equal to #cf1jjj2 or  7#b7 9
 ! case ( an indep5d5t /ud5t ) dep5d5ts 
o!r ?an a sp\se-- 7,a7 ! /ud5t 7& !     
/ud5t's sp\se1 if any7 is a dislocat$   
work] or has a sp\se :o is a dislocat$  

work]2 &  7,b7 ! sum ( ! adju/$ gross   
annual income ( ! /ud5t & sp\se 7if     
appropriate7 is less ?an or equal to    
#cf1jjj4  ,an individual is n requir$ to
 qualify or file = ! e>n$ income cr$it 9
 ord] to be eligible "u ?is subsection4 
,! ,secret>y %all annually adju/ !      
income level necess>y to qualify an     
applicant = ! z]o expect$ family        
contribution4 ,! income level %all be   
adju/$ accord+ to increases 9 ! ,consum]
 ,price ,index1 z def9$ 9 section       
#dgh7;f74  7d7 ,dislocat$ work] ,9 ?is  
section1 ! t]m dislocat$ work] has !    
mean+ giv5 ! t]m 9 section #c ( !       
,work=ce ,innovation & ,opportunity     
,act4  4  #d4 ,,fafsa simplification    
7a7 ,,fafsa simplification ,section     
#dhc7;f7 ( ! ,high] ,education ,act (   
#aife 7#bj ,u4,s4,c4 #ajij7;f77 is am5d$
 to read z foll[s3  7f7 ,r$uction (     
income & asset in=mation ,to det]m9e    
eligibility = /ud5t f9ancial aid  7#a7  
,use ( ,int]nal ,rev5ue ,s]vice data    
retrieval tool to populate ,,fafsa ,!   

,secret>y %all-- 7,a7 make e ef=t to    
make available & all[ applicants to     
utilize ! data retrieval tool t is 9    
exi/5ce on ! date ( enactm5t ( !        
,simplify+ ,f9ancial ,aid = ,/ud5ts ,act
 ( #bjah to transf] data available f !  
,int]nal ,rev5ue ,s]vice to r$uce !     
am\nt ( orig9al data entry by applicants
 & /r5g!n ! reliability ( data us$ to   
calculate expect$ family contributions1 
includ+ ?r\gh ! use ( te*nology to--    
7i7 all[ an applicant to automatically  
populate ! electronic v]sion ( ! =ms "u 
?is section ) data available f !        
,int]nal ,rev5ue ,s]vice2  7ii7 direct  
an applicant to appropriate que/ions on 
su* =ms bas$ on ! applicant's answ]s to 
previ\s que/ions2  7iii7 id5tify ! type 
( =m fil$ & :e!r c]ta9 =ms or s*$ules1 z
 id5tifi$ by ! ,secret>y1 7 fil$ )      
,f$]al =m #ajdj2 &  7iv7 all[ an        
applicant to v]ify t ! applicant or !   
family ( ! applicant did n file a ,f$]al
 tax return )\t additional action on !  
"p ( ! /ud5t2 &  7,b7 all[ s+le         

taxpay]s1 m>ri$ taxpay]s fil+ jo9tly1 & 
m>ri$ taxpay]s fil+ sep>ately to utilize
 su* data retrieval tool to its full    
capacity4  7#b7 ,/r5g!n+ ! ,,irs data   
retrieval tool ,! ,secret>y %all "w ) ! 
,secret>y ( ! ,treasury to exp& !       
capabilities ( ! ,int]nal ,rev5ue       
,s]vice data retrieval tool by--  7,a7  
incorporat+ all fields f ,f$]al tax     
returns & ,w#b =ms relevant to ne$s     
analysis2 &  7,b7 incorporat+ l9e items 
f =ms & s*$ules id5tifi$ by ! ,secret>y 
into ! data retrieval tool4  7#c7 ,cross
 ag5cy l9kages  7,a7 ,9 g5]al ,!        
,secret>y1 9 coord9ation ) ! head ( ea* 
ag5cy t adm9i/]s a specifi$ means-te/$  
,f$]al b5efits program1 %all exam9e h[ !
 ag5cy c v]ify an applicant or an       
applicant's family's receipt ( specifi$ 
means-te/$ ,f$]al b5efits 9 ord] to     
compute an expect$ family contribution =
 l[-income /ud5ts 9 ord] to simplify1 = 
/ud5ts1 ! application process = /ud5t   
f9ancial assi/ance4  7,b7 ,automatic    
maximum ,f$]al ,pell ,grant ,! ,secret>y

 %all ensure t a /ud5t :o is describ$ 9 
section #dgc7;b77#c7 or ^: adju/$ gross 
income or family adju/$ gross income is 
less ?an #cf1jjj annually dur+ !        
#bd-mon? p]iod prec$+ ! date ( !        
det]m9ation1 is a full-"t /ud5t1 &      
submits a =m "u ?is section1 %all       
receive a maximum ,f$]al ,pell ,grant & 
a z]o expect$ family contribution       
det]m9ation )\t additional action on !  
"p ( ! /ud5t or ! family ( ! /ud5t4     
7,c7 ,"p-"t /ud5ts ,! ,secret>y %all    
ensure t a "p-"t /ud5t :o is describ$ 9 
section #dgc7;b77#c7 & submits a =m "u  
?is section %all receive a z]o expect$  
family contribution det]m9ation4  7#d7  
,report ,! ,secret>y %all report to     
,congress annually on ! ,dep>tm5t's     
progress 9 ma9ta9+ & exp&+ ! ,int]nal   
,rev5ue ,s]vice data retrieval tool & 9 
e/abli%+ cross ag5cy l9kages1 z describ$
 9 ?is subsection1 & simultane\sly make 
su* reports publicly available4  4  7b7 
,mobile use ,section #dhc7;a77#c7 ( !   
,high] ,education ,act ( #aife 7#bj     

,u4,s4,c4 #ajij7;a77#c77 is am5d$ by    
add+ at ! end ! foll[+3  7,i7 ,mobile   
device =mat ,! ,secret>y %all make !    
electronic v]sion ( ! =ms "u ?is        
p>agraph available ?r\gh a te*nology    
tool t c be us$ on mobile devices4 ,su* 
te*nology tool %all1 at a m9imum1 enable
 applicants to--  7i7 save data2 &  7ii7
 submit ! electronic v]sion ( ! =ms "u  
?is p>agraph to ! ,secret>y ?r\gh su*   
tool4  4  7c7 ,languages = ,,fafsa ,!   
,secret>y1 9 conjunction ) ! ,director (
 ! ,c5sus ,bureau1 %all det]m9e ! mo/   
common languages spok5 at home 9 !      
,unit$ ,/ates & %all develop v]sions ( !
 ,,fafsa =m 9 ea* ( ^? languages4  7d7  
,outrea* by f9ancial aid advisors       
,section #dhc ( ! ,high] ,education ,act
 ( #aife 7#bj ,u4,s4,c4 #ajij et seq47  
is am5d$ by add+ at ! end ! foll[+3  7i7
 ,outrea* by f9ancial aid advisors ,an  
in/itution ( high] education may use    
in=mation provid$ on a ,,fafsa to rea*  
out to & c\nsel a /ud5t on ! /ud5t's    
eligibility = means-te/$ b5efits 9 :i* !

 /ud5t is n enroll$ & outside s*ol>%ips 
= :i* a /ud5t is eligible4  4  #e4      
,def9itions ( total income & assets  7a7
 ,total income ,section #dhj7;a77#a7 ( !
 ,high] ,education ,act ( #aife 7#bj    
,u4,s4,c4 #ajhgvv7a77#a77 is am5d$ to   
read z foll[s3  7#a7 ,9 g5]al ,except z 
provid$ 9 p>agraph 7#b71 ! t]m total    
income is equal to-- 7,a7 9 ! case ( an 
individual :o has n fil$1 & is n requir$
 to file1 any ,f$]al tax return or 9 !  
case ( a qualifi$ recipi5t ( a          
means-te/$ ,f$]al b5efits program1 z    
def9$ 9 section #dgc7;b77#c77;,b71 e>n$ 
income = ! second prec$+ tax ye> m9us   
excludable income 7z def9$ 9 subsection 
7e772  7,b7 9 ! case ( an individual :o 
fil$ a ,f$]al =m #ajdj;,,ez1 #ajdj;,a1  
or #ajdj ) no =ms or s*$ules1 adju/$    
gross income plus untax$ income &       
b5efits = ! second prec$+ tax ye> m9us  
excludable income 7z def9$ 9 subsection 
7e772 &  7,c7 9 ! case ( an individual  
:o fil$ a ,f$]al =m #ajdj ) =ms or      
s*$ules or 9 ! case ( an individual :o  

fil$ a =eign tax return 9 lieu ( a      
,f$]al tax return1 adju/$ gross income  
plus untax$ income & b5efits = ! second 
prec$+ fiscal tax ye> m9us excludable   
income 7z def9$ 9 subsection 7e774  4   
7b7 ,con=m+ am5dm5t ,section #dhj7;a7 ( 
! ,high] ,education ,act ( #aife 7#bj   
,u4,s4,c4 #ajhgvv7a77 is am5d$-- 7#a7 by
 mov+ p>agraph 7#b7 two ems to ! "r2 &  
7#b7 9 p>agraph 7#b71 by /rik+ ,no      
portion & ins]t+ ! foll[+3 ,am\nts n    
includ$4--,no portion4  7c7 ,untax$     
income & b5efits ,section #dhj7;b7 ( !  
,high] ,education ,act ( #aife 7#bj     
,u4,s4,c4 #ajhgvv7b77 is am5d$ to read z
 foll[s3  7b7 ,untax$ income & b5efits  
,! t]m untax$ income & b5efits means--  
7#a7 ! aggregate am\nt ( losses tak5    
into acc\nt = det]m9+ adju/$ gross      
income on ,f$]al =m #ajdj2  7#b7 ! am\nt
 ( any tax-exempt int]e/ income report$ 
on ,f$]al =m #ajdj2 &  7#c7 am\nts (    
=eign income exclud$ f adju/$ gross     
income & report$ on ,f$]al =m #beee4  4 
7d7 ,excludable income ,section #dhj7;e7

 ( ! ,high] ,education ,act ( #aife 7#bj
 ,u4,s4,c4 #ajhgvv7e77 is am5d$ to read 
z foll[s3  7e7 ,! t]m excludable income 
means-- 7#a7 any /ud5t f9ancial         
assi/ance aw>d$ bas$ on ne$ z det]m9$ 9 
accordance ) ! provisions ( ?is "p1     
includ+ any income e>n$ f "w "u "p ,c ( 
?is title2 &  7#b7 paym5ts made &       
s]vices provid$ "u "p ,e ( title ,,iv ( 
! ,social ,security ,act 7#db ,u4,s4,c4 
#fgj et seq47 to or on behalf ( any *ild
 or y\? ov] :om ! ,/ate ag5cy has       
responsibility = placem5t1 c>e1 or      
sup]vision1 includ+ ! value ( v\*]s =   
education & tra9+ & am\nts exp5d$ = room
 & bo>d = y\? :o are n 9 fo/] c>e b are 
receiv+ s]vices "u section #dgg ( su*   
,act 7#db ,u4,s4,c4 #fgg74  4  7e7      
,assets ,section #dhj7;f77#a7 ( ! ,high]
 ,education ,act ( #aife 7#bj ,u4,s4,c4 
#ajhgvv7f77#a77 is am5d$ by /rik+ ,! t]m
 & all t foll[s ?r\gh ! p]iod at ! end &
 ins]t+ ! foll[+3  7,a7 ,9 det]m9+ !    
value ( assets 9 a det]m9ation ( ne$ "u 
?is title-- 7i7 9 ! case ( an individual

 :o has n fil$1 & is n requir$ to file1 
any ,f$]al tax return or 9 ! case ( a   
qualifi$ recipi5t ( a means-te/$ ,f$]al 
b5efits program1 z def9$ 9 section      
#dgc7;b77#c77;,b71 ! individual's assets
 %all be consid]$ to be equal to z]o2 & 
7ii7 9 ! case ( a p>5t ( a dep5d5t /ud5t
 or 9 ! case ( an indep5d5t /ud5t )     
dep5d5ts o!r ?an a sp\se1 ! individual's
 assets %all be consid]$ to be equal to 
z]o if t p>5t or indep5d5t /ud5t fil$ a 
,f$]al =m #ajdj;,,ez1 #ajdj;,a1 or #ajdj
 ) no =ms or s*$ules4  7,b7 ,9 ! case ( 
an individual :o fil$ a =m #ajdj ) =ms  
or s*$ules1 ! t]m assets means ca% on   
h&1 includ+ ! am\nt 9 *eck+ & sav+s     
acc\nts1 "t deposits1 money m>ket funds1
 tru/s1 /ocks1 bonds1 o!r securities1   
mutual funds1 tax %elt]s1 qualifi$      
education b5efits 7except z provid$ 9   
p>agraph 7#c771 & ! net value ( real    
e/ate1 income produc+ prop]ty1 & bus9ess
 & f>m assets1 exclud+ ! prim>y home4  4
  7f7 ,special combat pay ,section #dhj 
( ! ,high] ,education ,act ( #aife 7#bj 

,u4,s4,c4 #ajhgvv7 is am5d$-- 7#a7 9    
subsection 7j71 by /rik+ p>agraph 7#d72 
&  7#b7 by /rik+ subsection 7n74  #f4   
,elim9at+ unnecess>y & burd5some        
que/ions  7a7 ,prohibition ,section     
#dhc7;a7 ( ! ,high] ,education ,act (   
#aife 7#bj ,u4,s4,c4 #ajij7;a77 is am5d$
 by add+ at ! end ! foll[+3  7#ac7      
,prohibition ( unnecess>y & burd5some   
que/ions ,not)/&+ any o!r provision (   
law1 ! ,secret>y %all n include on any  
=m develop$ "u ?is section a "q ab\t--  
7,a7 ! applicant's crim9al hi/ory1      
regi/ration = selective s]vice1 net wor?
 ( a bus9ess or f>m1 taxable e>n+s f    
ne$-bas$ employm5t 7su* z f a ,f$]al    
"w-/udy program71 combat pay1 coop]ative
 education program e>n+s1 & income f any
 s\rce :i* is n taxable = ! taxable ye>1
 includ+ income attributable to a p5sion
 or retirem5t plan1 int]e/ on tax-exempt
 bonds1 milit>y or cl]gy liv+ all[ance1 
& vet]ans b5efits 7o!r ?an education    
b5efits72 &  7,b7 ) respect to !        
applicant's p>5t1 taxable e>n+s f       

ne$-bas$ employm5t 7su* z f a ,f$]al    
"w-/udy program71 college grant or      
s*ol>%ip aid report$ to ! ,int]nal      
,rev5ue ,s]vice1 combat pay1 coop]ative 
education program e>n+s1 & income f any 
s\rce :i* is n taxable = ! taxable ye>1 
includ+ income attributable to a p5sion 
or retirem5t plan1 int]e/ on tax-exempt 
bonds1 milit>y or cl]gy liv+ all[ance1 &
 vet]ans b5efits 7o!r ?an education     
b5efits74  4  7b7 ,remov+ burd5some     
requirem5ts  7#a7 ,9 g5]al ,"p ,g (     
title ,,iv ( ! ,high] ,education ,act ( 
#aife 7#bj ,u4,s4,c4 #ajhh et seq47 is  
am5d$-- 7,a7 9 section #dhd 7#bj        
,u4,s4,c4 #ajia7--  7i7 by /rik+        
subsections 7n7 & 7r72 &  7ii7 by       
r$esignat+ subsections 7o71 7p71 7q71   
7s71 & 7t7 z subsections 7n71 7o71 7p71 
7q71 & 7r71 respectively2 &  7,b7 9     
section #dhe 7#bj ,u4,s4,c4 #ajib7-- 7i7
 by /rik+ subsection 7k72 &  7ii7 by    
r$esignat+ subsections 7l7 & 7m7 z      
subsections 7k7 & 7l71 respectively4    
7#b7 ,con=m+ am5dm5ts ,title ,,iv ( !   

,high] ,education ,act ( #aife 7#bj     
,u4,s4,c4 #ajgj et seq47 is am5d$--     
7,a7 9 ea* ( subp>agraphs 7,c7 & 7,d7 ( 
section #dbh7;b77#c7 7#bj ,u4,s4,c4     
#ajgh7;b77#c771 by /rik+ #dhe7l7 &      
ins]t+ #dhe7k72  7,b7 9 section         
#dbh;,b7f77#b7 7#bj ,u4,s4,c4           
#ajgh-b7;f77#b771 by /rik+ #dhd7p7 &    
ins]t+ #dhd7o72  7,c7 9 ea* (           
subp>agraphs 7,e7 & 7,f7 ( section      
#dce7;d77#e7 7#bj ,u4,s4,c4             
#ajhe7;d77#e771 by /rik+ #dhe7l7 &      
ins]t+ #dhe7k72 &  7,d7 9 section       
#dhg7;e77#b77;,b77ii77,,iv7 7#bj        
,u4,s4,c4 #ajid7;e77#b77;,b77ii77,,iv771
 by /rik+ 7l7 ( section #dhe & ins]t+   
7k7 ( section #dhe4  #g4 ,def9itions =  
homeless & fo/] y\?  7a7 ,indep5d5t     
/ud5t ,section #dhj7;d77#a77;,h7 ( !    
,high] ,education ,act ( #aife 7#bj     
,u4,s4,c4 #ajhgvv7d77#a77;,h77 is       
am5d$-- 7#a7 9 ! matt] prec$+ clause    
7i7--  7,a7 by /rik+ dur+ ! s*ool ye> 9 
:i* ! application is submitt$2  7,b7 by 
ins]t+ age #bc or y\ng] aft]            

unaccompani$ y\?2 &  7,c7 by /rik+ t]ms 
are & ins]t+ t]m is2  7#b7 9 clause 7i71
 by ins]t+ 1 or a designee ( ! liaison  
aft] ,act2  7#c7 9 clause 7ii71 by /rik+
 a program fund$ "u ! ,runaway &        
,homeless ,y\? ,act & ins]t+ an em]g5cy 
or transitional %elt]1 /reet outrea*    
program1 homeless y\? drop-9 c5t]1 or   
o!r program s]v+ homeless y\?12 &  7#d7 
9 clause 7iii71 by /rik+ program fund$  
"u subtitle ,b ( title ,,iv ( !         
,mc,kinney-,v5to ,homeless ,assi/ance   
,act 7relat+ to em]g5cy %elt] grants7 & 
ins]t+ ,f$]al ,,trio program or a ,ga9+ 
,e>ly ,aw>5ess & ,read9ess =            
,und]graduate program "u *apt] #a or #b 
( subp>t #b ( "p ,a14  7b7 ,fo/] c>e    
*ildr5 & y\? ,section #ajc ( ! ,high]   
,education ,act ( #aife 7#bj ,u4,s4,c4  
#ajjc7 is am5d$ by add+ at ! end !      
foll[+3  7#be7 ,fo/] c>e *ildr5 & y\? ,!
 t]m fo/] c>e *ildr5 & y\?-- 7,a7 means 
*ildr5 & y\? ^: c>e & placem5t are !    
responsibility ( ! ,/ate or ,tribal     
ag5cy t adm9i/]s a ,/ate or ,tribal plan

 "u "p ,b or ,e ( title ,,iv ( ! ,social
 ,security ,act 7#db ,u4,s4,c4 #fba et  
seq4 & #fgj et seq471 )\t reg>d to :e!r 
fo/] c>e ma9t5ance paym5ts are made "u  
section #dgb ( su* ,act 7#db ,u4,s4,c4  
#fgb7 on behalf ( su* *ildr5 & y\?2 &   
7,b7 includes individuals :o 7 age #ac  
or old] :5 _! c>e & placem5t 7 !        
responsibility ( a ,/ate or ,tribal     
ag5cy t adm9i/]$ a ,/ate or ,tribal plan
 "u "p ,b or ,e ( title ,,iv ( ! ,social
 ,security ,act 7#db ,u4,s4,c4 #fba et  
seq4 & #fgj et seq47 & :o are no long]  
"u ! c>e & responsibility ( su* a ,/ate 
or tribal ag5cy1 )\t reg>d to any su*   
individual's subsequ5t adoption1        
gu>dian%ip arrangem5t1 or o!r =m (      
p]man5cy outcome4  4  #h4 ,/reaml9+     
det]m9ations & v]ification = homeless & 
fo/] y\? ,section #dhj7;d7 ( ! ,high]   
,education ,act ( #aife 7#bj ,u4,s4,c4  
#ajhgvv7d77 is am5d$ by add+ at ! end ! 
foll[+3  7#c7 ,simplify+ ! det]m9ation  
process = unaccompani$ y\?  7,a7        
,v]ification ,a f9ancial aid adm9i/rator

 %all accept a homelessness det]m9ation 
made by any individual au?oriz$ to make 
su* det]m9ations "u clause 7i71 7ii71 or
 7iii7 ( p>agraph 7#a77;,h7 9 ! abs5ce (
 conflict+ in=mation4 ,a docum5t$ phone 
call )1 or a writt5 /atem5t f1 "o ( !   
au?oriz$ individuals is suffici5t       
v]ification :5 ne$$4 ,= purposes ( ?is  
p>agraph1 a f9ancial aid adm9i/rator's  
disagreem5t ) ! det]m9ation made by an  
au?oriz$ individual %all n be consid]$  
conflict+ in=mation4  7,b7 ,det]m9ation 
( indep5d5ce ,a f9ancial aid adm9i/rator
 %all make a det]m9ation ( indep5d5ce "u
 p>agraph 7#a77;,h7 if a /ud5t does n h1
 & _c get1 docum5tation f any ( ! o!r   
designat$ au?orities describ$ 9 su*     
p>agraph4 ,su* a det]m9ation %all be--  
7i7 bas$ on ! def9itions outl9$ 9       
p>agraph 7#a77;,h72  7ii7 di/9ct f a    
det]m9ation ( indep5d5ce "u p>agraph    
7#a77;,i72  7iii7 bas$ on a docum5t$    
int]view ) ! /ud5t2 &  7iv7 limit$ to   
:e!r ! /ud5t meets ! def9itions 9       
p>agraph 7#a77;,h7 & n ab\t ! reasons = 

! /ud5t's homelessness4  7#d7 ,simplify+
 ! v]ification process = fo/] *ildr5 &  
y\?  7,a7 ,v]ification ( indep5d5ce ,if 
an in/itution requires docum5tation to  
v]ify t a /ud5t is indep5d5t bas$ on a  
/atus describ$ 9 p>agraph 7#a77;,b71 a  
f9ancial aid adm9i/rator %all consid]   
any ( ! foll[+ z adequate v]ification3  
7i7 ,submission ( a c\rt ord] or (ficial
 ,/ate docum5tation t ! /ud5t receiv$   
,f$]al or ,/ate support 9 fo/] c>e4     
7ii7 ,a docum5t$ phone call )1 or a     
writt5 /atem5t f-- 7,i7 a *ild welf>e   
ag5cy au?oriz$ by a ,/ate or c\nty2     
7,,ii7 a ,tribal *ild welf>e au?ority2  
7,,iii7 an ,indep5d5t ,liv+ case work]2 
7,,iv7 a public or private fo/] c>e     
plac+ ag5cy or fo/] c>e facility or     
placem5t2  7,v7 ano!r program s]v+      
orphans1 fo/] *ildr5 & y\?1 or w>ds ( ! 
c\rt2 or  7,,vi7 a probation (fic]4     
7iii7 ,a docum5t$ phone call )1 or a    
writt5 /atem5t f1 an attorney1 a gu>dian
 ad litem1 or a ,c\rt ,appo9t$ ,special 
,advocate1 docum5t+ t p]son's           

relation%ip to ! /ud5t4  7iv7 ,a        
docum5t$ phone call )1 or a writt5      
/atem5t f1 a repres5tative ( a ,f$]al   
,,trio program or a ,ga9+ ,e>ly ,aw>5ess
 & ,read9ess = ,und]graduate program "u 
*apt] #a or #b ( subp>t #b ( "p ,a4  7v7
 ,v]ification ( ! /ud5t's eligibility = 
an education & tra9+ v\*] "u ! ,john ,h4
 ,*afee ,fo/] ,c>e ,indep5d5ce ,program 
"u section #dgg ( ! ,social ,security   
,act 7#db ,u4,s4,c4 #fgg74  7vi7        
,submission ( a copy ( ! /ud5t's        
biological or adoptive p>5ts'-- 7,i7    
,c]tificates ( ,dea?2 or  7,,ii7        
newspap] obitu>ies4  7vii7 ,an          
atte/ation f ! /ud5t1 :i* includes a    
description ( :y ! /ud5t may qualify = a
 /atus describ$ 9 p>agraph 7#a77;,b71   
includ+ ! approximate dates t ! /ud5t 0 
9 fo/] c>e1 dep5d5t1 or a w>d ( ! c\rt1 
to ! be/ ( ! /ud5t's k aft] mak+        
reasonable ef=ts to provide any reque/$ 
docum5tation4  7,b7 ,additional /reaml9+
 p]mitt$ ,no?+ 9 ?is p>agraph prohibits 
an in/itution f implem5t+ polices t     

/reaml9e ! det]m9ation ( indep5d5t /atus
 & improve a /ud5t's access to f9ancial 
aid because t /ud5t is an orphan1 9 fo/]
 c>e1 or a w>d ( ! c\rt1 or 0 an orphan1
 9 fo/] c>e1 or a w>d ( ! c\rt at any "t
 :5 ! /ud5t 0 #ac ye>s ( age or old]4   
7#e7 ,tim+2 use ( e>li] det]m9ation     
7,a7 ,tim+ ,a det]m9ation "u subp>agraph
 7,b7 or 7,h7 ( p>agraph 7#a7 = a       
/ud5t-- 7i7 %all be made z quickly z    
practicable2  7ii7 may be made z e>ly z 
! ye> be=e ! aw>d ye> = :i* ! /ud5t     
initially submits an application2 &     
7iii7 %all be made no lat] ?an dur+ !   
aw>d ye> = :i* ! /ud5t initially submits
 an application4  7,b7 ,use ( e>li]     
det]m9ation ,any /ud5t :o is det]m9$ to 
be indep5d5t "u subp>agraph 7,b7 or 7,h7
 ( p>agraph 7#a7 = a prec$+ aw>d ye> at 
an in/itution %all be presum$ to be     
indep5d5t = a subsequ5t aw>d ye> at !   
same in/itution unless--  7i7 ! /ud5t   
in=ms ! in/itution t circum/ances h     
*ang$2 or  7ii7 ! in/itution has        
specific conflict+ in=mation ab\t !     

/ud5t's indep5d5ce1 & has in=m$ ! /ud5t 
( ?is in=mation & ! opportunity to      
*all5ge su* in=mation ?r\gh a docum5t$  
int]view or an imp>tial review by !     
,/ud5t ,loan ,ombudsman pursuant to     
section #ada7;f77#c74  7#f7 ,ret5tion ( 
docum5ts ,a f9ancial aid adm9i/rator    
%all reta9 all docum5ts relat$ to !     
det]m9ation ( indep5d5ce "u subp>agraph 
7,b7 or 7,h7 ( p>agraph 7#a71 includ+   
docum5t$ int]views1 = ! duration ( !    
/ud5t's enrollm5t at ! in/itution & = a 
m9imum ( #a ye> aft] ! /ud5t is no long]
 enroll$ at ! in/itution4  4  #i4       
,consolidat+ que/ions reg>d+ homeless   
/atus on ! fafsa ,section #dhc7;a77#d7 (
 ! ,high] ,education ,act ( #aife 7#bj  
,u4,s4,c4 #ajij7;a77#d77 is am5d$ by    
add+ at ! end ! foll[+3  7,c7 ,s+le "q  
reg>d+ homeless /atus ,! ,secret>y %all 
ensure t1 on ea* =m develop$ "u ?is     
section = :i* ! in=mation is applicable1
 !re is a s+le1 easily und]/ood scre5+  
"q to id5tify an applicant = aid :o is--
  7i7 an unaccompani$ homeless *ild or  

y\? 7z su* t]m is def9$ 9 section #gbe (
 ! ,mc,kinney-,v5to ,homeless ,assi/ance
 ,act72 or  7ii7 an unaccompani$ y\? :o 
is self-support+ & at risk (            
homelessness4  4  #aj4 ,eligibility =   
,dream]s ,section #dhd ( ! ,high]       
,education ,act ( #aife 7#bj ,u4,s4,c4  
#ajia71 z am5d$ by section #f7;b71 is   
fur!r am5d$--  7#a7 9 subsection        
7a77#e71 by ins]t+ or be a ,dream] /ud5t
 aft] becom+ a citiz5 or p]man5t        
resid5t2 &  7#b7 by add+ at ! end !     
foll[+3  7s7 ,dream] /ud5t  7#a7 ,9     
g5]al ,9 ?is section1 ! t]m ,dream]     
/ud5t means an ali5 7z def9$ 9 section  
#aja7;a7 ( ! ,immigration & ,nationality
 ,act 7#h ,u4,s4,c4 #aaja7;a777 :o--    
7,a7 has be5 cont9u\sly physically      
pres5t 9 ! ,unit$ ,/ates = n less ?an ! 
#d-ye> p]iod prec$+ ! date ( enactm5t ( 
! ,simplify+ ,f9ancial ,aid = ,/ud5ts   
,act ( #bjah2  7,b7 0 y\ng] ?an #ah ye>s
 ( age on ! date on :i* ! ali5 initially
 ent]$ ! ,unit$ ,/ates2 &  7,c7 7i7 has 
be5 admitt$ to an in/itution ( high]    

education2  7ii7 has e>n$ a high s*ool  
diploma or a comm5surate alt]native aw>d
 f a public or private high s*ool1 or   
has obta9$ a g5]al education developm5t 
c]tificate recogniz$ "u ,/ate law or a  
high s*ool equival5cy diploma 9 ! ,unit$
 ,/ates2  7iii7 is enroll$ 9 second>y   
s*ool or 9 an education program assi/+  
/ud5ts 9 obta9+ a regul> high s*ool     
diploma or its recogniz$ equival5t "u   
,/ate law1 or 9 pass+ a g5]al           
educational developm5t exam1 a high     
s*ool equival5ce diploma exam9ation1 or 
o!r simil> ,/ate-au?oriz$ exam1 & has   
made satisfactory progress 9 obta9+ su* 
diploma or pass+ su* exam2 or  7iv7 7,i7
 has s]v$ = n less ?an #d ye>s 9 !      
uni=m$ s]vices 7z def9$ 9 section       
#aja7;a7 ( title #aj1 ,unit$ ,/ates     
,code72 &  7,,ii7 9 ! case ( an ali5 :o 
has be5 dis*>g$ f ! uni=m$ s]vices1 has 
receiv$ an honorable dis*>ge4  7#b7     
,h>d%ip exception ,! ,secret>y %all     
issue regulations t direct :5 !         
,dep>tm5t %all waive ! requirem5t (     

subp>agraph 7,a7 or 7,b71 or bo?1 (     
p>agraph 7#a7 = an individual to qualify
 z a ,dream] /ud5t "u su* p>agraph1 if !
 individual--  7,a7 demon/rates compell+
 circum/ances = ! inability to satisfy !
 requirem5t ( su* subp>agraph 7,a7 or   
7,b71 or bo?2 &  7,b7 satisfies !       
requirem5t ( p>agraph 7#a77;,c74  4