,,ii #aaf? ,,congress #a/ ,session ,s4 #acdf ,,9 ,,! ,,s5ate ,,( ,,! ,,unit$ ,,/ates ,may #g1 #bjai,mr4 ,book] 7= himself1 ,mr4 ,m]kley1 ,ms4 ,cortez ,ma/o1 & ,mrs4 ,gillibr&7 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$+ tax ye> to c>ry out ! simplification ( applications = ! e/imation & det]m9ation ( f9ancial aid eligibility1 to increase ! income ?re%old to qualify = a /ud5t aid index equal to or less ?an z]o1 & = o!r purposes4 #a4 ,%ort title ,?is ,act may be cit$ z ! ,simplify+ ,f9ancial ,aid = ,/ud5ts ,act ( #bjai4 #b4 ,ref]5ces2 g5]al effective date 7a7 ,ref]5ces ,except z o!rwise expressly provid$1 :5ev] 9 ?is ,act !re is a ref]5ce to1 or an am5dm5t or repeal is express$ 9 t]ms ( an am5dm5t to1 or a repeal (1 a section or o!r provision1 ! ref]5ce %all be consid]$ to be made to a section or o!r provision ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajja et seq474 7b7 ,g5]al effective date ,except z o!rwise provid$ 9 ?is ,act or ! am5dm5ts made by ?is ,act1 ?is ,act & ! am5dm5ts made by ?is ,act %all be effective ) respect to det]m9ations ( ne$ "u "p ,f ( title ,,iv ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajhgkk et seq47 = ! aw>d ye> beg9n+ ,july #a1 #bjbj4 #c4 ,e>ly e/imates ( available aid ,section #dhc7;a7 7#bj ,u4,s4,c4 #ajij7;a77 is am5d$ by add+ at ! end ! foll[+3 7#ac7 ,evaluation ( e>ly e/imate tools ,n lat] ?an ! aw>d ye> beg9n+ ,july #a1 #bjbj1 ! ,secret>y %all-- 7,a7 evaluate any e>ly e/imate tools au?oriz$ "u p>agraph 7#i72 & 7,b7 id5tify & implem5t opportunities to /reaml9e ^? tools to align ) ! provisions "u "p ,f4 4 #d4 ,/ud5t aid index 7a7 ,con=m+ am5dm5ts ,! ,act 7#bj ,u4,s4,c4 #ajja et seq47 is am5d$-- 7#a7 by /rik+ an expect$ family contribution ea* place ! t]m appe>s & ins]t+ a /ud5t aid index2 7#b7 by /rik+ expect$ family contributions ea* place ! t]m appe>s & ins]t+ /ud5t aid indexes2 7#c7 by /rik+ expect$ family contribution ea* place ! t]m appe>s & ins]t+ /ud5t aid index2 7#d7 9 section #dgd-- 7,a7 9 ! section head+1 by /rik+ expect$ family contribution & ins]t+ /ud5t aid index2 & 7,b7 9 subsection 7a71 9 ! head+1 by /rik+ expect$ family contribution & ins]t+ /ud5t aid index2 7#e7 9 section #dge-- 7,a7 9 ! section head+1 by /rik+ ,family contribution & ins]t+ ,/ud5t aid index2 & 7,b7 9 subsection 7a71 9 ! head+1 by /rik+ expect$ family contribution & ins]t+ /ud5t aid index2 7#f7 9 section #dgf-- 7,a7 9 ! section head+1 by /rik+ ,family contribution & ins]t+ ,/ud5t aid index2 & 7,b7 9 subsection 7a71 9 ! head+1 by /rik+ expect$ family contribution & ins]t+ /ud5t aid index2 7#g7 9 section #dgg-- 7,a7 9 ! section head+1 by /rik+ ,family contribution & ins]t+ ,/ud5t aid index2 & 7,b7 9 subsection 7a71 9 ! head+1 by /rik+ expect$ family contribution & ins]t+ /ud5t aid index2 7#h7 by /rik+ family contribution ea* place ! t]m appe>s & ins]t+ /ud5t aid index2 & 7#i7 by /rik+ family contributions ea* place ! t]m appe>s & ins]t+ /ud5t aid indexes4 7b7 ,calculation ( negative /ud5t aid index ,! ,act 7#bj ,u4,s4,c4 #ajja et seq47 is am5d$-- 7#a7 9 section #dge-- 7,a7 9 subsection 7b71 by /rik+ reque/$2 & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ reque/$42 & 7,b7 9 subsection 7g77#a71 by /rik+ p>agraph 7#e72 & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ p>agraph 7#e742 7#b7 9 section #dgf7;a71 by /rik+ enrollm5t2 & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ enrollm5t42 7#c7 9 section #dgg7;a71 by /rik+ enrollm5t2 & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ enrollm5t42 & 7#d7 9 section #dgi7;a77#b77;,b71 by ins]t+ ^: /ud5t aid index w\ld o!rwise be a positive numb] us+ only ! elem5ts ( ! simplifi$ ne$s te/ "u subsection 7b77#b71 aft] requirem5ts ( subsection 7c714 7c7 ,negative /ud5t aid index ,section #dga 7#bj ,u4,s4,c4 #ajhgkk7 is am5d$ to read z foll[s3 #dga4 ,am\nt ( ne$ 7a7 ,9 g5]al ,! maximum doll> am\nt ( f9ancial assi/ance provid$ "u ?is title to a /ud5t %all n exce$ ! co/ ( att5dance = su* /ud5t4 7b7 ,negative /ud5t aid index ,= purposes ( det]m9+ eligibility = ,f$]al f9ancial aid "u ?is "p1 any negative /ud5t aid index %all be treat$ z z]o4 4 #e4 ,calculation ( /ud5t aid index 7a7 ,/ud5t aid index ,section #dgc 7#bj ,u4,s4,c4 #ajhgmm7 is am5d$-- 7#a7 9 ! section head+1 by /rik+ ,family contribution & ins]t+ ,/ud5t aid index2 & 7#b7 9 subsection 7b7-- 7,a7 by /rik+ ! subsection head+ & ins]t+ ,/ud5t ,aid ,index equal to or less ?an z]o2 7,b7 9 p>agraph 7#a71 by add+ or 7#c7 aft] p>agraph 7#b72 7,c7 9 p>agraph 7#b7-- 7i7 by /rik+ ! p>agraph head+ & ins]t+ ,*ildr5 ( c]ta9 deceas$ vet]ans2 7ii7 9 ea* ( subp>agraphs 7,b7 & 7,c71 by r$esignat+ clauses 7i7 & 7ii7 z subclauses 7,i7 & 7,,ii71 respectively & adju/+ ! m>g9s accord+ly2 7iii7 by r$esignat+ subp>agraphs 7,a71 7,b71 & 7,c71 z clauses 7i71 7ii71 & 7iii71 respectively2 & 7iv7 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-- 7i7 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 & 7ii7 9 subp>agraph 7,b7-- 7,i7 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 7,,ii7 by r$esignat+ clauses 7i7 ?r\gh 7iii7 z subclauses 7,i7 ?r\gh 7,,iii71 respectively1 & adju/+ ! m>g9s accord+ly2 & 7,,iii7 by r$esignat+ subp>agraphs 7,a7 & 7,b7 z clauses 7i7 & 7ii71 respectively1 & adju/+ ! m>g9s accord+ly2 7,e7 by r$esignat+ p>agraph 7#c7 z subp>agraph 7,b7 ( p>agraph 7#b71 & adju/+ ! m>g9s accord+ly2 7,f7 by r$esignat+ p>agraphs 7#d7 & 7#e7 z p>agraphs 7#e7 & 7#f71 respectively2 & 7,g7 by ins]t+ aft] p>agraph 7#b77;,b71 z r$esignat$ by subp>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/$ 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/$ b5efits program at any "t dur+ ! p]iod encompass$ f ! beg9n+ ( ! second prior cal5d> ye> ?r\gh ! date ( fil+4 7,b7 ,means-te/$ 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$icaid program "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif et seq472 7iv7 ! free & r$uc$ price s*ool lun* program e/abli%$ "u ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agea et seq472 7v7 a ,/ate program fund$ "u ! tempor>y assi/ance = ne$y families program "u "p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja et seq472 7vi7 ! special supplem5tal nutrition program = wom51 infants1 & *ildr5 e/abli%$ by section #ag ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aghf72 & 7vii7 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%$2 & 7,,ii7 ! feasibility ( data l9kages4 7#d7 ,det]m9ation = ,/ate & in/itutional aid ,= ea* /ud5t ^: /ud5t aid index is deem$ to be z]o "u p>agraph 7#a71 ! ,secret>y %all also calculate ! /ud5t aid index = ! /ud5t1 us+ ! simplifi$ v]sion ( ! ,free ,application = ,f$]al ,/ud5t ,aid =m 9 accordance ) section #dgi1 to id5tify /ud5ts :o h a negative /ud5t aid index & may be eligible = additional ,/ate or in/itutional aid4 4 7b7 ,simplifi$ ne$s te/ ,section #dgi 7#bj ,u4,s4,c4 #ajhgss7 is am5d$ 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 a simplifi$ v]sion ( ! ,free ,application = ,f$]al ,/ud5t ,aid =m prescrib$ "u section #dhc7;a7 = families describ$ 9 subsections 7b7 & 7c7 ( ?is section4 7#b7 ,r$uc$ data requirem5ts ,! simplifi$ v]sion %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+ a /ud5t aid index equal to or less ?an z]o = purposes ( e/abli%+ su* eligibility & to submit only ! data elem5ts requir$ to make a det]m9ation "u subsection 7c74 7b7 ,simplifi$ ne$s te/ 7#a7 ,eligibility ,an applicant is eligible to file a simplifi$ v]sion conta9+ ! elem5ts requir$ by p>agraph 7#b7 if-- 7,a7 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,b7 9 ! case ( an applicant :o is an indep5d5t /ud5t-- 7i7 ! /ud5t 7& ! /ud5t's sp\se1 if any7 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 income1 7,b7 ,f$]al taxes paid1 7,c7 untax$ income & b5efits1 7,d7 ! numb] ( family memb]s1 7,e7 ! numb] ( family memb]s 9 po/second>y education1 & 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 7includ+ any prep>$ or electronic v]sion ( su* =m7 requir$ pursuant to ! ,int]nal ,rev5ue ,code ( #aihf2 or 7,b7 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 ,/ud5t aid index equal to or less ?an z]o 7#a7 ,9 g5]al ,! ,secret>y %all consid] an applicant to h a /ud5t aid index equal to or less ?an z]o if-- 7,a7 9 ! case ( a dep5d5t /ud5t-- 7i7 ! /ud5t's p>5ts-- 7,i7 c]tify t ! p>5ts are n requir$ to file a ,f$]al income tax return2 & 7,,ii7 include at lea/ "o p>5t :o is a dislocat$ work]2 or 7ii7 ! sum ( ! adju/$ gross annual income ( ! p>5ts is less ?an or equal to #cf1jjj2 7,b7 9 ! case ( an indep5d5t /ud5t ) dep5d5ts o!r ?an a sp\se-- 7i7 ! /ud5t 7& ! /ud5t's sp\se1 if any7-- 7,i7 c]tifies t ! /ud5t 7& ! /ud5t's sp\se1 if any7 is n requir$ to file a ,f$]al income tax return2 & 7,,ii7 is a dislocat$ work] or has a sp\se :o is a dislocat$ work]2 or 7ii7 ! sum ( ! adju/$ gross annual income ( ! /ud5t & sp\se 7if appropriate7 is less ?an or equal to #cf1jjj2 or 7,c7 9 ! case ( an indep5d5t /ud5ts )\t dep5d5ts-- 7i7 ! /ud5t-- 7,i7 c]tifies t ! /ud5t is n requir$ to file a ,f$]al income tax return2 & 7,,ii7 is a dislocat$ work]2 or 7ii7 ! sum ( ! adju/$ gross annual income ( ! /ud5t is less ?an or equal to #bc1jjj4 7#b7 ,eligibility ,an individual is n requir$ to qualify or file = ! e>n$ income cr$it 9 ord] to be eligible "u ?is subsection4 ,! ,secret>y %all annually adju/ ! income level necess>y to qualify an applicant = ! /ud5t aid index ( equal to or less ?an z]o4 ,! income level %all be adju/$ by a p]c5tage equal to increases 9 ! ,consum] ,price ,index betwe5 ! cal5d> ye> prec$+ ! beg9n+ ( su* academic ye>1 & ! second prec$+ ye>1 r\nd+ ! result to ! ne>e/ #a1jjj4 7d7 ,dislocat$ work] ,9 ?is section1 ! t]m dislocat$ work] has ! mean+ giv5 ! t]m 9 section #c ( ! ,work=ce ,innovation & ,opportunity ,act4 4 #f4 ,,fafsa simplification 7a7 ,,fafsa simplification ,section #dhc7;f7 7#bj ,u4,s4,c4 #ajij7;f77 is am5d$ to read z foll[s3 7f7 ,r$uction ( income & asset in=mation ,to det]m9e eligibility = /ud5t f9ancial aid 7#a7 ,use ( ,int]nal ,rev5ue ,s]vice data to populate ,,fafsa ,! ,secret>y %all-- 7,a7 make e ef=t to make available & all[ applicants to utilize ! data t is available to ! ,secret>y pursuant to section #fajc7l77#ac7 ( ! ,int]nal ,rev5ue ,code ( #aihf to r$uce ! am\nt ( orig9al data entry by applicants & /r5g!n ! reliability ( data us$ to calculate a /ud5t aid index 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$]al =m #ajdj2 7iv7 transf] all applicable s*$ule in=mation2 & 7v7 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 ,! ,secret>y %all "w ) ! ,secret>y ( ! ,treasury to exp& ! capabilities ( transf]r+ relevant ,int]nal ,rev5ue ,s]vice data by-- 7,a7 incorporat+ all fields f ,f$]al tax returns & ,w-#b =ms relevant to ne$ analysis2 & 7,b7 incorporat+ l9e items f =ms & s*$ules id5tifi$ by ! ,secret>y4 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$]al b5efits program 7z def9$ 9 section #dgc7;b77#c771 %all exam9e h[ ! ag5cy c v]ify an applicant or an applicant's family's receipt ( specifi$ means-te/$ ,f$]al b5efits 9 ord] to compute a /ud5t aid index = l[-income /ud5ts 9 ord] to simplify1 = /ud5ts1 ! application process = /ud5t f9ancial assi/ance4 7,b7 ,connection to o!r means te/$ b5efits ,! ,secret>y %all ent] into data %>+ agreem5ts1 z necess>y1 to enable ! %>+ ( ,,fafsa data = ! purpose ( conduct+ outrea* reg>d+1 & connect+ /ud5ts to1 ,/ate or ,f$]al means-te/$ b5efits programs 7includ+ means-te/$ ,f$]al b5efits programs z def9$ 9 section #dgc7;b77#c77 = :i* ! /ud5ts may be eligible & = :i*1 if eligible1 c\ld r$uce ! applicant's ne$ to borr[ or "w dur+ college4 7,c7 ,automatic maximum ,f$]al ,pell ,grant ,! ,secret>y %all ensure t a /ud5t :o is describ$ 9 section #dgc7;b77#c7 or ^: income or family income is less ?an #cf1jjj at any po9t 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 det]m9ation ( a /ud5t aid index ( equal to or less ?an z]o )\t additional action on ! "p ( ! /ud5t or ! family ( ! /ud5t4 7,d7 ,"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 det]m9ation ( a /ud5t aid index ( equal to or less ?an z]o4 7#d7 ,prohibition aga9/ reque/+ in=mation m ?an once ,any in=mation reque/$ dur+ ! process ( creat+ an acc\nt = complet+ ! web-bas$ free application "u ?is subsection1 %all n be requir$ a second "t = ! same aw>d ye>1 or 9 a duplicative mann]1 :5 complet+ su* web-bas$ free application4 7#e7 ,*ange 9 family size ,! ,secret>y %all provide a process by :i* an applicant %all confirm ! accuracy ( family size or may update ! family size ) respect to su* applicant = purposes ( det]m9+ ! ne$ ( su* applicant = f9ancial assi/ance "u ?is title bas$ on a *ange 9 family size f ! tax ye> data us$ = su* det]m9ation4 7#f7 ,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 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 ,section #dhc 7#bj ,u4,s4,c4 #ajij et seq47 is am5d$ by add+ at ! end ! foll[+3 7i7 ,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 4 7d7 ,outrea* by f9ancial aid advisors ,section #dhc 7#bj ,u4,s4,c4 #ajij et seq471 z am5d$ by subsection 7c71 is fur!r am5d$ by add+ at ! end ! foll[+3 7j7 ,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 #g4 ,prior-prior ye> & def9itions ( total income & assets 7a7 ,total income ,section #dhj7;a77#a7 7#bj ,u4,s4,c4 #ajhgvv7a77#a77 is am5d$ to read z foll[s3 7#a7 ,9 g5]al 7,a7 ,det]m9ation ,except z provid$ 9 p>agraph 7#b71 ! t]m total income is equal to-- 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 e>n$ income = ! second prec$+ tax ye> m9us excludable income 7z def9$ 9 subsection 7e772 & 7ii7 9 ! case ( an individual :o fil$ a ,f$]al tax return or 9 ! case ( an individual :o fil$ a =eign tax return 9 lieu ( a ,f$]al tax return1 adju/$ gross income f applicable s*$ule plus untax$ income & b5efits = ! second prec$+ fiscal tax ye> m9us excludable income 7z def9$ 9 subsection 7e774 7,b7 ,use ( data ,not)/&+ section #dgh7;a71 ! ,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 7b7 ,con=m+ am5dm5t ,section #dhj7;a7 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 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$]al =m #ajdj & applicable s*$ules2 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$]al =m #beee4 4 7d7 ,excludable income ,section #dhj7;e7 7#bj ,u4,s4,c4 #ajhgvv7e77 is am5d$ 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 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 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]o4 7,b7 ,9 ! case ( an individual :o fil$ a =m #ajdj ) =ms or s*$ules1 ! t]m assets means am\nts held 9 money m>ket sav+s acc\nts or funds1 capital ga9s1 prize or aw>d money1 gambl+ w9n+s1 "t deposits1 tru/s1 /ocks1 bonds1 o!r securities1 mutual funds1 tax %elt]s1 bus9ess income1 r5tal real e/ate1 royalties1 p>tn]%ips1 ,s corporations1 qualifi$ 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 7#bj ,u4,s4,c4 #ajhgvv7 is am5d$-- 7#a7 9 subsection 7j71 by /rik+ p>agraph 7#d72 & 7#b7 by /rik+ subsection 7n74 #h4 ,elim9at+ unnecess>y & burd5some que/ions ,section #dhc7;a7 7#bj ,u4,s4,c4 #ajij7;a771 z am5d$ by section #c1 is fur!r am5d$ by add+ at ! end ! foll[+3 7#ad7 ,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 ! applicant's crim9al hi/ory1 regi/ration = selective s]vice1 /ud5t taxable e>n+s f ne$-bas$ employm5t l "w /udy1 /ud5t combat pay1 /ud5t coop]ative education program e>n+s1 /ud5t ,,ira d$uctions1 /ud5t tax exempt int]e/ income1 /ud5t untax$ portions ( ,,ira di/ributions1 /ud5t untax$ portions ( p5sions1 /ud5t milit>y or cl]gy liv+ all[ances1 /ud5t vet]an non$ucation b5efits1 /ud5t o!r untax$ income1 p>5t *ild support paid1 *ild support receiv$1 p>5t taxable e>n+s f ne$-bas$ employm5t l "w-/udy1 p>5t college grant or s*ol>%ip aid report$ to ! ,int]nal ,rev5ue ,s]vice1 p>5t combat pay1 p>5t coop]ative education program e>n+s1 p>5t ,,ira d$uctions1 p>5t tax exempt int]e/ income1 p>5t untax$ portions ( p5sions1 p>5t milit>y or cl]gy liv+ all[ances1 p>5t vet]an non$ucation b5efits1 or p>5t o!r untax$ income4 4 #i4 ,exception to requir$ regi/ration ) selective s]vice sy/em2 ,dep>tm5t ( ,education data mat*+ 7a7 ,/ud5t eligibility ,subsection 7n7 ( section #dhd 7#bj ,u4,s4,c4 #ajia7 is repeal$4 7b7 ,repeal ( ineligibility = c]ta9 assi/ance = failure ,to regi/] ) sy/em ,section #ab ( ! ,milit>y ,selective ,s]vice ,act 7#ej ,u4,s4,c4 #chaa7 is am5d$-- 7#a7 by /rik+ subsection 7f72 & 7#b7 by r$esignat+ subsection 7g7 z subsection 7f74 #aj4 ,repeal ( susp5sion ( eligibility = drug-relat$ (f5ses2 notice conc]n+ p5alties = drug violations 7a7 ,repeal ,subsection 7r7 ( section #dhd 7#bj ,u4,s4,c4 #ajia7r77 is repeal$4 7b7 ,con=m+ am5dm5ts ,! ,act is am5d$-- 7#a7 9 section #dbh7;b77#c7 7#bj ,u4,s4,c4 #ajgh7;b77#c77-- 7,a7 9 subp>agraph 7,c71 by /rik+ #dhe7l7 & ins]t+ #dhe7k72 & 7,b7 9 subp>agraph 7,d71 by /rik+ #dhe7l7 & ins]t+ #dhe7k72 7#b7 9 section #dce7;d77#e7 7#bj ,u4,s4,c4 #ajhe7;d77#e77-- 7,a7 9 subp>agraph 7,e71 by /rik+ #dhe7l7 & ins]t+ #dhe7k72 & 7,b7 9 subp>agraph 7,f71 by /rik+ #dhe7l7 & ins]t+ #dhe7k72 7#c7 9 section #dhe 7#bj ,u4,s4,c4 #ajib7-- 7,a7 by /rik+ subsection 7k72 & 7,b7 by r$esignat+ subsections 7l7 & 7m7 z subsections 7k7 & 7l71 respectively2 & 7#d7 9 section #dhg7;e77#b77;,b77ii77,,iv7 7#bj ,u4,s4,c4 #ajid7;e77#b77;,b77ii77,,iv771 by /rik+ 7l7 ( section #dhe & ins]t+ 7k7 ( section #dhe4 #aa4 ,improv+ f9ancial aid = homeless & fo/] c>e *ildr5 & y\? 7a7 ,indep5d5t /ud5t ,section #dhj7;d77#a77;,h7 7#bj ,u4,s4,c4 #ajhgvv7d77#a77;,h77 is am5d$-- 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$]al ,,trio program or a ,ga9+ ,e>ly ,aw>5ess & ,read9ess = ,und]graduate program "u *apt] #a or #b ( subp>t #b ( "p ,a14 7b7 ,fo/] c>e *ildr5 & y\? ,section #ajc 7#bj ,u4,s4,c4 #ajjc7 is am5d$-- 7#a7 by r$esignat+ p>agraphs 7#aj7 ?r\gh 7#bd7 z p>agraphs 7#aa7 ?r\gh 7#be71 respectively2 & 7#b7 by ins]t+ aft] p>agraph 7#i7 ! foll[+3 7#aj7 ,fo/] c>e *ildr5 & y\? ,! t]m fo/] c>e *ildr5 & y\?-- 7,a7 means *ildr5 & y\? ^: c>e & placem5t are ! responsibility ( ! ,/ate or ,tribal ag5cy t adm9i/]s a ,/ate or ,tribal plan "u "p ,b or ,e ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fba et seq4 & #fgj et seq471 )\t reg>d to :e!r fo/] c>e ma9t5ance paym5ts are made "u section #dgb ( su* ,act 7#db ,u4,s4,c4 #fgb7 on behalf ( su* *ildr5 & y\?2 & 7,b7 includes individuals :o 7 age #ac or old] :5 _! c>e & placem5t 7 ! responsibility ( a ,/ate or ,tribal ag5cy t adm9i/]$ 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 7c7 ,/reaml9+ det]m9ations & v]ification ,section #dhj7;d7 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 det]m9ation ( indep5d5ce 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,c7 ,additional /reaml9+ p]mitt$ ,no?+ 9 ?is p>agraph prohibits an in/itution f implem5t+ polices t-- 7i7 /reaml9e ! det]m9ation ( indep5d5ce "u p>agraph 7#a77;,h72 & 7ii7 improve a /ud5t's access to f9ancial aid because t /ud5t is an unaccompani$ y\?4 7#d7 ,simplify+ ! v]ification process = fo/] c>e 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 writt5 /atem5t f1 or v]ifiable electronic data mat* )-- 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/] c>e 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$]al ,,trio program or a ,ga9+ ,e>ly ,aw>5ess & ,read9ess = ,und]graduate ,program "u *apt] #a or #b ( subp>t #b ( "p ,a4 7v7 ,v]ification ( ! /ud5t's eligibility = an education & tra9+ v\*] "u ! ,john ,h4 ,*afee ,fo/] ,c>e ,indep5d5ce ,program "u section #dgg ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fgg74 7vi7 ,submission ( a copy ( ! /ud5t's biological or adoptive p>5ts' or legal gu>dians'-- 7,i7 c]tificates ( dea?2 or 7,,ii7 v]ifiable obitu>ies4 7vii7 ,an atte/ation f ! /ud5t1 :i* includes a description ( :y ! /ud5t may qualify = a /atus describ$ 9 p>agraph 7#a77;,b71 includ+ ! approximate dates t ! /ud5t 0 an orphan1 9 fo/] c>e1 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 = ea* 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 7d7 ,consolidat+ que/ions reg>d+ homeless /atus on ! ,,fafsa ,section #dhc7;a77#d7 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 7e7 ,data transp>5cy on ! numb] ( f9ancial aid applicants ,section #dhc 7#bj ,u4,s4,c4 #ajij71 z am5d$ by section #f1 is fur!r am5d$ by add+ at ! end ! foll[+3 7k7 ,data transp>5cy on ! numb] ( applicants 7#a7 ,9 g5]al ,! ,secret>y %all annually publi% data on ! numb] ( individuals :o apply = ,f$]al /ud5t aid pursuant to ?is section :o are homeless individuals describ$ 9 section #gbe ( ! ,mc,kinney-,v5to ,homeless ,assi/ance ,act 7#db ,u4,s4,c4 #aadcd;a71 includ+ unaccompani$ y\?1 & fo/] c>e y\?4 7#b7 ,cont5ts ,! data describ$ 9 p>agraph 7#a7 ) respect to homeless individuals %all include1 at a m9imum1 = ea* application cycle-- 7,a7 ! total numb] ( all applicants :o 7 det]m9$ to be 7or to be at risk ( becom+7 unaccompani$ homeless y\?1 "u section #dhj7;d77#a77;,h72 7,b7 ! numb] ( applicants describ$ 9 subp>agraph 7,a71 disaggregat$-- 7i7 by ,/ate2 & 7ii7 by ! s\rces ( det]m9ation z describ$ 9 clauses 7i7 ?r\gh 7iv7 ( section #dhj7;d77#a77;,h72 & 7,c7 ! numb] ( undet]m9$ reque/s = homelessness consid]ation1 includ+ /atuses t rema9 unkn[n because no det]m9ation _h be5 made 9 response ! applicant's reque/ = ! in/itution to consid] ! applicant's special circum/ance ( be+ homeless4 4 #ab4 ,eligibility = dream]s1 tempor>y protect$ /atus b5efici>ies1 & def]r$ en=c$ dep>ture grantees ,section #dhd 7#bj ,u4,s4,c4 #ajia71 z am5d$ by sections #i & #aj1 is fur!r am5d$-- 7#a7 9 subsection 7a77#e71 by ins]t+ or be a ,dream] /ud5t or a tempor>y protect$ /atus or def]r$ en=c$ dep>ture /ud5t aft] becom+ a citiz5 or p]man5t resid5t2 & 7#b7 by ins]t+ aft] subsection 7q7 ! foll[+3 7r7 ,def9itions = dream] /ud5ts & tempor>y protect$ /atus or def]r$ en=cem5t dep>ture /ud5ts ,9 ?is section3 7#a7 ,dream] /ud5ts 7,a7 ,9 g5]al ,! t]m ,dream] /ud5t means an ali5 7z def9$ 9 section #aja7;a7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaja7;a777 :o-- 7i7 has be5 cont9u\sly physically pres5t 9 ! ,unit$ ,/ates = n less ?an ! #d-ye> p]iod prec$+ ! date ( enactm5t ( ! ,simplify+ ,f9ancial ,aid = ,/ud5ts ,act ( #bjai2 7ii7 0 y\ng] ?an #ah ye>s ( age on ! date on :i* ! ali5 initially ent]$ ! ,unit$ ,/ates2 7iii7 7,i7 has be5 admitt$ to an in/itution ( high] education2 7,,ii7 9 ! ,unit$ ,/ates1 has-- 7aa7 e>n$ a high s*ool diploma or a comm5surate alt]native aw>d f a public or private high s*ool2 7bb7 obta9$ a ,g5]al ,educational ,developm5t cr$5tial1 or o!r equival5t ( a high s*ool diploma1 recogniz$ "u ,/ate law2 or 7cc7 obta9$ a recogniz$ po/second>y cr$5tial t is recogniz$ by ! ,secret>y ( ,education1 ! ,secret>y ( ,labor1 or a ,/ate "u ! ,work=ce ,innovation & ,opportunity ,act2 or 7,,iii7 is enroll$ 9 second>y s*ool or 9 an education program assi/+ /ud5ts 9-- 7aa7 obta9+ a regul> high s*ool diploma or a ,g5]al ,educational ,developm5t cr$5tial1 or o!r equival5t ( a high s*ool diploma1 recogniz$ "u ,/ate law2 7bb7 pass+ ! ,g5]al ,educational ,developm5t exam9ations1 a ,/ate-recogniz$ high s*ool diploma equival5cy exam9ation1 or o!r simil> ,/ate-au?oriz$ exam9ation2 7cc7 obta9+ a c]tificate or cr$5tial f an area c>e] & te*nical education s*ool1 z def9$ 9 section #c ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf1 provid+ education at ! second>y level2 or 7dd7 obta9+ a recogniz$ po/second>y cr$5tial2 & 7iv7 7,i7 is n inadmissible "u p>agraph 7#b71 7#c71 7#f77;,e71 7#f77;,g71 7#h71 7#aj77;,a71 7#aj77;,c71 7#aj77;,d71 or 7#aj77;,e7 ( section #bab7;a7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aahb7;a772 7,,ii7 has n ord]$1 incit$1 assi/$1 or o!rwise p>ticipat$ 9 ! p]secution ( any p]son on acc\nt ( race1 religion1 nationality1 memb]%ip 9 a p>ticul> social gr\p1 or political op9ion2 & 7,,iii7 exclud+ any (f5se "u ,/ate law = :i* an ess5tial elem5t is ! ali5's immigration /atus & any m9or traffic (f5se1 has n be5 convict$ (-- 7aa7 any (f5se "u ,f$]al or ,/ate law t is puni%able by a maximum t]m ( imprisonm5t ( m ?an #a ye>2 or 7bb7 #c or m (f5ses "u ,f$]al or ,/ate law = :i* ! ali5 0 convict$ on diff]5t dates = ea* ( ! #c (f5ses & imprison$ = an aggregate ( #ij days or m4 7,b7 ,h>d%ip exception ,! ,secret>y ( ,homel& ,security %all issue regulations t direct :5 ! ,dep>tm5t %all waive ! requirem5t ( clause 7i7 or 7ii71 or bo?1 ( subp>agraph 7,a7 = an individual to qualify z a ,dream] /ud5t1 "u su* subp>agraph1 if ! individual-- 7i7 demon/rates compell+ circum/ances = ! inability to satisfy ! requirem5t ( su* clause 7i7 or 7ii71 or bo?2 & 7ii7 satisfies ! requirem5t ( clauses 7iii7 & 7iv7 ( subp>agraph 7,a74 7#b7 ,tempor>y protect$ /atus or def]r$ en=c$ dep>ture /ud5t ,! t]m tempor>y protect$ /atus or def]r$ en=c$ dep>ture /ud5t means an ali5 7z def9$ 9 section #aja7;a7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaja7;a777 :o-- 7,a7 7i7 has be5 cont9u\sly physically pres5t 9 ! ,unit$ ,/ates = a p]iod ( n less ?an #c ye>s be=e ! date ( enactm5t ( ! ,simplify+ ,f9ancial ,aid = ,/ud5ts ,act ( #bjai2 & 7ii7 is a national ( a =eign /ate 7or "p !re(71 7or 9 ! case ( an ali5 hav+ no nationality1 is a p]son :o la/ habitually resid$ 9 su* /ate71 ) a designation "u subsection 7b7 ( section #bdd ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #abed;a7b77 on ,septemb] #be1 #bjaf1 :o _h or 0 o!rwise eligible = tempor>y protect$ /atus on su* date2 or 7,b7 0 "u a grant ( def]r$ en=c$ dep>ture z ( ,septemb] #bh1 #bjaf4 4 #ac4 ,provisional indep5d5ce = c]ta9 /ud5ts ,section #dhc 7#bj ,u4,s4,c4 #ajij71 z am5d$ by section #aa1 is fur!r am5d$-- 7#a7 9 subsection 7h77#a71 by ins]t+ ! foll[+ be=e ! semicolon3 1 includ+ ! special circum/ances "u :i* a /ud5t may qualify = a det]m9ation ( indep5d5ce2 & 7#b7 by add+ at ! end ! foll[+3 7l7 ,provisional indep5d5t /ud5ts 7#a7 ,requirem5ts = ! ,secret>y ,! ,secret>y %all-- 7,a7 enable ea* /ud5t :o1 bas$ on a special circum/ance specifi$ 9 accordance ) subsection 7h77#a71 may qualify = an adju/m5t "u section #dgi;,a t w result 9 a det]m9ation ( indep5d5ce "u su* section & section #dhj7;d77#a77;,i71 to complete ! =ms develop$ by ! ,secret>y "u subsection 7a7 z an indep5d5t /ud5t = ! purpose ( a provisional det]m9ation ( ! /ud5t's ,f$]al f9ancial aid aw>d1 b subject to v]ification "u p>agraph 7#b77;,e7 = ! purpose ( ! f9al det]m9ation ( ! aw>d2 7,b7 ^u completion ( ! =ms develop$ by ! ,secret>y "u subsection 7a71 provide an e/imate ( ! /ud5t's ,f$]al ,pell ,grant aw>d1 bas$ on ! assumption ! /ud5t is det]m9$ to be an indep5d5t /ud5t2 7,c7 ensure t1 on ea* =m develop$ "u ?is section1 !re is a s+le & easily und]/ood scre5+ "q to id5tify an applicant = aid :o wi%es to provisionally apply = indep5d5t /atus "u sections #dgi;,a & #dhj7;d77#a77;,i72 & 7,d7 specify1 on ! =ms1 ! consequ5ces "u section #dij7;a7 ( kn[+ly & willfully complet+ ! =ms z an indep5d5t /ud5t "u subp>agraph 7,a7 )\t meet+ ! special circum/ances to qualify = su* a det]m9ation4 7#b7 ,requirem5ts = f9ancial aid adm9i/rators ,) respect to a /ud5t accept$ = admission :o completes ! =ms z an indep5d5t /ud5t "u p>agraph 7#a77;,a71 a f9ancial aid adm9i/rator-- 7,a7 %all notify ! /ud5t ( ! in/itutional process & requirem5ts = an adju/m5t "u sections #dgi;,a & #dhj7;d77#a77;,i7 t w result 9 a det]m9ation ( indep5d5ce "u su* sections )9 a reasonable "t aft] ! /ud5t completes ! =ms develop$ by ! ,secret>y "u subsection 7a7 z an indep5d5t /ud5t = ! purpose ( a provisional det]m9ation ( ! /ud5t's ,f$]al f9ancial aid aw>d2 7,b7 may make an adju/m5t "u sections #dgi;,a & #dhj7;d77#a77;,i7 = a det]m9ation ( indep5d5ce 9 ! abs5ce ( conflict+ in=mation2 7,c7 %all provide a f9al det]m9ation ( ! /ud5t's ,f$]al f9ancial aid aw>d to ! /ud5t 9 ! same mann] z1 & by n lat] ?an ! date t1 ! adm9i/rator provides mo/ o!r provisionally indep5d5t /ud5ts _! f9al det]m9ations ( ,f$]al f9ancial aid aw>ds1 or dur+ ! aw>d ye> 9 :i* ! /ud5t initially submits an application1 :i*ev] comes soon]2 7,d7 %all1 9 mak+ a f9al det]m9ation ( ! /ud5t's ,f$]al f9ancial aid aw>d1 use ! discretion provid$ "u sections #dgi;,a & #dhj7;d77#a77;,i7 to v]ify :e!r ! /ud5t meets ! special circum/ances to qualify z an indep5d5t /ud5t2 7,e7 9 accordance ) subp>agraph 7,b71 may consid] z adequate v]ification t a /ud5t qualifies = an adju/m5t "u sections #dgi;,a & #dhj7;d77#a77;,i7-- 7i7 submission ( a c\rt ord] or (ficial ,f$]al or ,/ate docum5tation t ! /ud5t's p>5t or legal gu>dian is inc>c]at$ 9 any ,f$]al or ,/ate p5al in/itution2 7ii7 a docum5t$ 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 or 7,,iv7 a public or private ag5cy1 facility1 or program s]v+ ! victims ( abuse1 neglect1 assault1 or viol5ce2 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 ! /ud5t2 7iv7 a docum5t$ phone call )1 or a writt5 /atem5t f1 a repres5tative ( a program "u *apt] #a or #b ( subp>t #b ( "p ,a2 or 7v7 submission ( a copy ( ! /ud5t's biological or adoptive p>5ts' or legal gu>dians'-- 7,i7 c]tificates ( dea?2 or 7,,ii7 v]ifi$ obitu>ies2 7,f7 if a /ud5t does n h1 & _c get1 docum5tation f any ( ! designat$ au?orities describ$ 9 subp>agraph 7,e7 ( :e!r a /ud5t may qualify = an adju/m5t "u sections #dgi;,a & #dhj7;d77#a77;,i7 t w result 9 a det]m9ation ( indep5d5ce1 may base ! v]ification & f9al det]m9ation on-- 7i7 a docum5t$ int]view ) ! /ud5t t is limit$ to :e!r ! /ud5t meets ! requirem5ts1 & n ab\t ! reasons = ! /ud5t's situations2 & 7ii7 an atte/ation f ! /ud5t t ! /ud5t meets ! requirem5ts1 :i* includes a description ( ! approximate dates t ! /ud5t end$ ! f9ancial or c>egiv+ relation%ip ) _! p>5t or legal gu>dian1 to ! be/ ( ! /ud5t's k2 7,g7 %all reta9 all docum5ts relat$ to ! adju/m5t "u sections #dgi;,a & #dhj7;d77#a77;,i71 includ+ docum5t$ int]views1 = ! duration ( ! /ud5t's enrollm5t at ! in/itution & = a m9imum ( #a ye> aft] ! /ud5t is no long] enroll$ at ! in/itution2 & 7,h7 %all presume t any /ud5t :o has obta9$ an adju/m5t "u sections #dgi;,a & #dhj7;d77#a77;,i7 & a f9al det]m9ation ( indep5d5ce = a prec$+ aw>d ye> at an in/itution to be indep5d5t = a subsequ5t aw>d ye> at ! same in/itution unless-- 7i7 ! /ud5t in=ms ! in/itution t circum/ances h *ang$2 or 7ii7 ! in/itution has specific conflict+ in=mation ab\t ! /ud5t's indep5d5ce4 4 #ad4 ,secure disclosure ( tax return in=mation to c>ry out ! ,high] ,education ,act ( #aife 7a7 ,am5dm5ts to ! int]nal rev5ue code ( #aihf 7#a7 ,9 g5]al ,p>agraph 7#ac7 ( section #fajc7l7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ to read z foll[s3 7#ac7 ,disclosure ( return in=mation to c>ry out ! high] education act ( #aife 7,a7 ,income-cont+5t or income-bas$ repaym5t & total & p]man5t disability dis*>ge ,! ,secret>y %all1 ^u writt5 reque/ f ! ,secret>y ( ,education1 disclose to (fic]s1 employees1 & contractors ( ! ,dep>tm5t ( ,education1 z specifically au?oriz$ & designat$ by ! ,secret>y ( ,education1 only = ! purpose ( 7& to ! ext5t necess>y 97 e/abli%+1 r5ew+1 adm9i/]+1 & conduct+ analyses & =eca/s = e/imat+ co/s relat$ to income cont+5t or income-bas$ repaym5t programs1 & ! dis*>ge ( loans bas$ on a total & p]man5t disability 7)9 ! mean+ ( section #dcg7;a7 ( ! ,high] ,education ,act ( #aife71 "u title ,,iv ( ! ,high] ,education ,act ( #aife1 ! foll[+ return in=mation 7z def9$ 9 subsection 7b77#b77 ) respect to taxpay]s id5tifi$ by ! ,secret>y ( ,education z p>ticipat+ 9 ! loan programs "u title ,,iv ( su* ,act1 = taxable ye>s specifi$ by su* ,secret>y3 7i7 ,taxpay] id5tity in=mation ) respect to su* taxpay]4 7ii7 ,! fil+ /atus ( su* taxpay]4 7iii7 ,type ( tax return f :i* ! return in=mation is provid$4 7iv7 ,! adju/$ gross income ( su* taxpay]4 7v7 ,total numb] ( exemptions claim$1 or total numb] ( individuals & dep5d5ts claim$1 z applicable1 on ! return4 7vi7 ,numb] ( *ildr5 ) respect to :i* tax cr$its "u section #bd are claim$ on ! return4 7vii7 ,o!r in=mation det]m9$ to be necess>y by agreem5t betwe5 ! ,secret>y & ! ,secret>y ( ,education to adm9i/] ! ,f$]al f9ancial aid programs z requir$ by ! ,high] ,education ,act ( #aife4 7,b7 ,f$]al /ud5t f9ancial aid ,! ,secret>y %all1 ^u writt5 reque/ f ! ,secret>y ( ,education1 disclose to (fic]s1 employees1 & contractors ( ! ,dep>tm5t ( ,education1 z specifically au?oriz$ & designat$ by ! ,secret>y ( ,education1 only = ! purpose ( 7& to ! ext5t necess>y 97 det]m9+ eligibility =1 & am\nt (1 ,f$]al /ud5t f9ancial aid "u programs au?oriz$ by title ,,iv ( ! ,high] ,education ,act ( #aife & conduct+ analyses & =eca/s = e/imat+ co/s relat$ to su* programs1 ! foll[+ return in=mation 7z def9$ 9 subsection 7b77#b77 ) respect to taxpay]s id5tifi$ by ! ,secret>y ( ,education z applicants = ,f$]al /ud5t f9ancial aid "u title ,,iv ( su* ,act1 = taxable ye>s specifi$ by su* ,secret>y3 7i7 ,taxpay] id5tity in=mation ) respect to su* taxpay]4 7ii7 ,! fil+ /atus ( su* taxpay]4 7iii7 ,type ( tax return f :i* ! return in=mation is provid$4 7iv7 ,! adju/$ gross income ( su* taxpay]4 7v7 ,! am\nt ( any net e>n+s f self-employm5t 7z def9$ 9 section #adjb71 wages 7z def9$ 9 section #caba7;a7 or #cdja7;a771 bus9ess income1 inve/m5t income1 & taxable income f a f>m+ bus9ess 7z def9$ 9 section #bcf;,a7e77#d77 = ! p]iod report$ on ! return4 7vi7 ,! total income tax ( su* taxpay]4 7vii7 ,total numb] ( exemptions claim$1 or total numb] ( individuals & dep5d5ts claim$1 z applicable1 on ! return4 7viii7 ,numb] ( *ildr5 ) respect to :i* tax cr$its "u section #bd are claim$ on ! return4 7ix7 ,am\nt ( any cr$it claim$ "u section #be;,a = ! taxable ye>4 7x7 ,am\nt ( individual retirem5t acc\nt di/ributions n includ$ 9 adju/$ gross income = ! taxable ye>4 7xi7 ,am\nt ( individual retirem5t acc\nt contributions & paym5ts to self-employ$ ,,sep1 ,keogh1 & o!r qualifi$ plans :i* 7 d$uct$ f income = ! taxable ye>4 7xii7 ,! am\nt ( tax-exempt int]e/4 7xiii7 ,am\nts f retirem5t p5sions & annuities n includ$ 9 adju/$ gross income = ! taxable ye>4 7xiv7 ,if applicable1 ! fact t !re is no return fil$ = su* taxpay] = ! applicable ye>4 7xv7 ,o!r in=mation det]m9$ to be necess>y by agreem5t betwe5 ! ,secret>y & ! ,secret>y ( ,education to adm9i/] ! ,f$]al f9ancial aid programs z requir$ by ! ,high] ,education ,act ( #aife4 7,c7 ,re/riction on use ( disclos$ in=mation 7i7 ,9 g5]al ,return in=mation disclos$ "u subp>agraphs 7,a7 & 7,b7 may be us$ by (fic]s1 employees1 & contractors ( ! ,dep>tm5t ( ,education1 z specifically au?oriz$ & designat$ by ! ,secret>y ( ,education1 only = ! purposes & to ! ext5t necess>y describ$ 9 su* subp>agraphs & = mitigat+ risks 7z def9$ 9 clause 7ii77 relat+ to ! programs describ$ 9 su* subp>agraphs4 7ii7 ,mitigat+ risks ,= purposes ( ?is subp>agraph1 ! t]m mitigat+ risks means1 ) respect to ! programs describ$ 9 subp>agraphs 7,a7 & 7,b7-- 7,i7 analyz+ or e/imat+ co/s associat$ ) pot5tial *anges to ! ne$-analysis =mula2 7,,ii7 ov]sight activities by ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,education z au?oriz$ by ! ,inspector ,g5]al ,act ( #aigh1 z am5d$2 7,,iii7 develop+ or adm9i/]+ /ati/ical models t in=m support to populations ( ,f$]al /ud5t loan borr[]s :o are at risk ( default or del9qu5cy2 7,,iv7 r$uc+ ! net co/ ( improp] paym5ts to ,f$]al f9ancial aid recipi5ts2 & 7,v7 produc+ aggregate /ati/ics = report+1 rese>*1 or consum] in=mation on ! p]=mance ( programs or in/itutions ( high] education p>ticipat+ 9 ! programs "u title ,,iv ( ! ,high] ,education ,act ( #aife4 ,su* t]m does n include ! conduct ( crim9al inve/igations or prosecutions4 7iii7 ,r$isclosure to in/itutions ( high] education1 ,/ate high] education ag5cies1 & designat$ s*ol>%ip organizations ,! ,secret>y ( ,education1 & (fic]s1 employees1 & contractors ( ! ,dep>tm5t ( ,education1 may disclose return in=mation receiv$ "u subp>agraph 7,b71 solely = ! use 9 ! application1 aw>d1 & adm9i/ration ( ,f$]al /ud5t f9ancial aid1 ,/ate aid1 or aid aw>d$ by eligible in/itutions or su* entities z ! ,secret>y ( ,education may designate1 to ! foll[+ p]sons3 7,i7 ,an in/itution ( high] education ) :i* ! ,secret>y ( ,education has an agreem5t "u subp>t #a ( "p ,a1 or "p ,d or ,e1 ( title ,,iv ( ! ,high] ,education ,act ( #aife4 7,,ii7 ,a ,/ate high] education ag5cy4 7,,iii7 ,a s*ol>%ip organization :i* is designat$ by ! ,secret>y ( ,education z ( ! date ( ! enactm5t ( ! ,simplify+ ,f9ancial ,aid = ,/ud5ts ,act ( #bjai z an organization eligible to receive ! in=mation provid$ "u ?is clause4 ,! prec$+ s5t5ce %all only apply to ! ext5t t ! taxpay] ) respect to :om ! return in=mation relates provides cons5t = su* disclosure to ! ,secret>y ( ,education z "p ( ! application = ,f$]al /ud5t f9ancial aid "u title ,,iv ( ! ,high] ,education ,act ( #aife4 7,d7 ,requir$ notification p]iods 7i7 ,notification to ,congress ,! ,secret>y & ! ,secret>y ( ,education %all issue jo9t notifications to ! ,committees on ,f9ance & ,heal?1 ,education1 ,labor1 & ,p5sions ( ! ,s5ate & ! ,committees on ,ways & ,means & ,education & ,labor ( ! ,h\se ( ,repres5tatives n less ?an #abj days prior to ! fir/ disclosure ( any type ( return in=mation "u subp>agraph 7,a77vii7 or 7,b77xv7 ) respect to :i* su* a notification has n be5 previ\sly made4 7ii7 ,public notice & comm5t ,!re %all be a public notice & comm5t p]iod beg9n+ n less ?an #fj days prior to ! fir/ disclosure ( any type ( return in=mation "u subp>agraph 7,a77vii7 or 7,b77xv7 ) respect to :i* su* a notification has n be5 previ\sly made1 subsequ5t to ! p]iod allott$ = congressional comm5t "u clause 7i74 4 7#b7 ,confid5tiality ( return in=mation ,section #fajc7;a77#c7 ( su* ,code is am5d$ by ins]t+ 1 7#ac77;,a71 7#ac77;,b7 aft] 7#ab74 7#c7 ,con=m+ am5dm5ts ,section #fajc7p77#d7 ( su* ,code is am5d$-- 7,a7 by ins]t+ 7,a71 7#ac77;,b7 aft] 7#ac7 ea* place x occurs2 & 7,b7 by ins]t+ 1 7#ac77;,a71 7#ac77;,b7 aft] 7l77#aj7 ea* place x occurs4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to disclosures made "u section #fajc7l77#ac7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z am5d$ by ?is section7 aft] ! date ( ! enactm5t ( ?is ,act4 #ae4 ,notification ( reque/ = tax return in=mation 7a7 ,9 g5]al ,"p ,g ( title ,,iv 7#bj ,u4,s4,c4 #ajhh et seq47 is am5d$ by add+ at ! end ! foll[+3 #did4 ,notification ( reque/ = tax return in=mation ,! ,secret>y %all advise /ud5ts & borr[]s :o submit an application = ,f$]al /ud5t f9ancial aid "u ?is title or = ! dis*>ge ( a loan bas$ on p]man5t & total disability1 z describ$ 9 section #dcg7;a71 or :o reque/ an income-cont+5t or income-bas$ repaym5t plan on _! loan 7z well z p>5ts & sp\ses :o sign su* an application or reque/ or a ,ma/] ,promissory ,note on behalf ( ^? /ud5ts & borr[]s7 t ! ,secret>y has ! au?ority to reque/ t ! ,int]nal ,rev5ue ,s]vice disclose _! tax return in=mation 7z well z t ( p>5ts & sp\ses :o sign su* an application or reque/ or a ,ma/] ,promissory ,note on behalf ( ^? /ud5ts & borr[]s7 to (fic]s1 employees1 & contractors ( ! ,dep>tm5t ( ,education z au?oriz$ "u section #fajc7a77ac7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 to ! ext5t necess>y = ! ,secret>y to c>ry out ?is title4 4 7b7 ,con=m+ am5dm5ts relat$ to /ud5t eligibility ,section #dhd1 z am5d$ by sections #i1 #aj1 & #ab1 is fur!r am5d$-- 7#a7 by /rik+ subsection 7q72 7#b7 by r$esignat+ subsections 7o71 7p71 7s71 & 7t7 z subsections 7n71 7o71 7p71 & 7q71 respectively2 & 7#c7 by transf]r+ subsections 7p7 & 7q71 z r$esignat$ by p>agraph 7#b71 s z to prec$e subsection 7r7 7z add$ by section #ab7;b774 #af4 ,e>ly ,f$]al ,pell ,grant ,commitm5t ,program ,subp>t #a ( "p ,a ( title ,,iv 7#bj ,u4,s4,c4 #ajgj;a et seq47 is am5d$ by add+ at ! end ! foll[+3 #dja;,b4 ,e>ly ,f$]al ,pell ,grant ,commitm5t ,program 7a7 ,program au?ority ,! ,secret>y %all c>ry out an ,e>ly ,f$]al ,pell ,grant ,commitm5t ,program 7ref]r$ to 9 ?is section z ! ,program7 "u :i* ! ,secret>y-- 7#a7 makes a commitm5t to aw>d ,f$]al ,pell ,grants to eligible /ud5ts 9 accordance ) ?is section2 & 7#b7 aw>ds grants to ,/ates ) approv$ applications "u subsection 7c71 to enable ! ,/ates to adm9i/] ! ,program1 support eligible /ud5ts1 & c>ry out a t>get$ in=mation campaign describ$ 9 subsection 7d7 9 ! ,/ate4 7b7 ,program requirem5ts ,! ,program %all meet ! foll[+ requirem5ts3 7#a7 ,eligible /ud5ts ,a /ud5t %all be eligible to receive a commitm5t f ! ,secret>y "u p>agraph 7#b7 if ! /ud5t-- 7,a7 is 9 any ( ! grades #h ?r\gh #ab2 & 7,b7 is a memb] ( a h\sehold receiv+ assi/ance "u ! supplem5tal nutrition assi/ance program e/abli%$ "u ! ,food & ,nutrition ,act ( #bjjh 7#g ,u4,s4,c4 #bjaa et seq474 7#b7 ,f$]al ,pell ,grant ,commitm5t 7,a7 ,9 g5]al ,ea* eligible /ud5t %all receive a commitm5t f ! ,secret>y to receive a ,f$]al ,pell ,grant dur+ ! fir/ #b academic ye>s t ! /ud5t is 9 att5dance at an in/itution ( high] education z an und]graduate /ud5t1 if ! /ud5t-- 7i7 applies = ,f$]al f9ancial aid 7via ! ,free ,application = ,f$]al ,/ud5t ,aid "u section #dhc7 dur+ ! /ud5t's s5ior ye> ( second>y s*ool & dur+ ! succe$+ academic ye>2 & 7ii7 enrolls at su* in/itution ( high] education-- 7,i7 n lat] ?an #c ye>s aft] su* /ud5t receives a second>y s*ool diploma or its recogniz$ equival5t2 or 7,,ii7 if su* /ud5t becomes a memb] ( ! arm$ =ces1 n lat] ?an #c ye>s aft] su* /ud5t is dis*>g$1 sep>at$1 or releas$ f ! ,arm$ ,=ces4 7,b7 ,det]m9ation ( cont9u$ eligibility ,:5 an eligible /ud5t receiv+ a ,f$]al ,pell ,grant pursuant to ! commitm5t "u subp>agraph 7,a7 ent]s ! /ud5t's second academic ye>1 ! ,secret>y %all notify ! /ud5t-- 7i7 ( ! upcom+ conclusion ( ! commitm5t2 & 7ii7 t ! /ud5t w rema9 eligible = a ,f$]al ,pell ,grant "u section #dja if ! /ud5t1 at ! "t ( application1 is-- 7,i7 a memb] ( a h\sehold receiv+ assi/ance "u ! supplem5tal nutrition assi/ance program e/abli%$ "u ! ,food & ,nutrition ,act ( #bjjh 7#g ,u4,s4,c4 #bjaa et seq47 at ! "t ( su* application2 or 7,,ii7 is receiv+ b5efits "u-- 7aa7 ! supplem5tal security income program "u title ,,xvi ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acha et seq472 7bb7 a ,/ate program fund$ "u ! tempor>y assi/ance = ne$y families program "u "p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja et seq472 7cc7 ! ,m$icaid program "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif et seq472 or 7dd7 a means-te/$ ,f$]al b5efit program1 n describ$ 9 subclause 7,i71 7,,ii71 or 7,,iii71 t is det]m9$ appropriate by ! ,secret>y4 7#c7 ,applicability ( f$]al pell grant requirem5ts 7,a7 ,9 g5]al ,! requirem5ts ( section #dja %all apply to ,f$]al ,pell ,grants aw>d$ pursuant to ?is section1 except t ) respect to ea* eligible /ud5t 9 ! ,program1 ! am\nt ( ea* su* eligible /ud5t's ,f$]al ,pell ,grant only %all be calculat$ by deem+ su* /ud5t to h a /ud5t aid index equal to z]o4 7,b7 ,det]m9ation = ,/ate & in/itutional aid ,= ea* /ud5t ^: /ud5t aid index is deem$ to be z]o "u subp>agraph 7,a71 ! ,secret>y %all also calculate ! /ud5t aid index = ! /ud5t1 us+ ! simplifi$ v]sion ( ! ,free ,application = ,f$]al ,/ud5t ,aid =m 9 accordance ) section #dgi1 to id5tify /ud5ts :o h a negative /ud5t aid index & may be eligible = additional ,/ate or in/itutional aid4 7c7 ,/ate applications 7#a7 ,9 g5]al ,ea* ,/ate desir+ to p>ticipate 9 ! ,program %all submit an application to ! ,secret>y at su* "t & 9 su* mann] z ! ,secret>y may require4 7#b7 ,cont5ts ,ea* application %all include-- 7,a7 a description ( ! ,/ate's propos$ t>get$ in=mation campaign = ! ,program1 9 accordance ) subsection 7d71 & a copy ( ! plan describ$ 9 subsection 7d77#b72 7,b7 an assurance t ! ,/ate w fully coop]ate ) ! ongo+ evaluation ( ! ,program "u subsection 7e72 7,c7 a description ( h[ ! ,/ate w-- 7i7 enc\rage p>ticipat+ second>y /ud5ts to enroll 9 rigor\s & *all5g+ curricula & c\rsework1 9 ord] to r$uce ! ne$ = rem$ial c\rsework at ! po/second>y level2 7ii7 increase ! numb] ( eligible /ud5ts :o-- 7,i7 obta9 a second>y s*ool diploma2 & 7,,ii7 complete applications = & enroll 9 a program ( po/second>y education2 7iii7 introduce eligible /ud5ts to in/itutions ( high] education1 ?r\gh trips & s*ool-bas$ sessions2 7iv7 provide eligible /ud5ts ) assi/ance 9 ! admissions & application process = in/itutions ( high] education or o!r po/second>y education programs2 & 7v7 ensure t ea* eligible /ud5t has an educational developm5t plan2 & 7,d7 su* o!r in=mation z ! ,secret>y may require4 7#c7 ,educational developm5t plan ,9 ?is subsection1 ! t]m educational developm5t plan means an individualiz$ plan = a /ud5t t-- 7,a7 conta9s a s]ies ( /eps to help promote ! /ud5t's c>e] aw>5ess & exploration2 & 7,b7 assi/s /ud5ts 9 id5tify+-- 7i7 po/second>y options1 includ+ baccalaureate & subbaccalaureate degree programs2 or 7ii7 c>e] & te*nical programs ( /udy1 includ+ c>e] & te*nical programs ( /udy z def9$ 9 section #c ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf 7#bj ,u4,s4,c4 #bcjb74 7d7 ,t>get$ in=mation campaign & plan 7#a7 ,9 g5]al ,ea* ,/ate receiv+ a grant "u ?is section %all1 9 coop]ation ) ! p>ticipat+ local educational ag5cies )9 ! ,/ate & ! ,secret>y1 develop a t>get$ in=mation campaign = ! ,program4 7#b7 ,plan ,ea* ,/ate receiv+ a grant "u ?is section %all include 9 ! application submitt$ "u subsection 7c7 a writt5 plan = _! propos$ t>get$ in=mation campaign4 ,! plan %all include ! foll[+3 7,a7 ,outrea* ,outrea* to /ud5ts & _! families1 at a m9imum1 at ! beg9n+ & end ( ea* academic ye>4 7,b7 ,di/ribution ,h[ ! ,/ate plans to provide ! outrea* describ$ 9 subp>agraph 7,a7 & to provide ! in=mation describ$ 9 subp>agraph 7,c74 7,c7 ,in=mation ,! annual provision by ! ,/ate to all /ud5ts & families p>ticipat+ 9 ! ,program ( in=mation reg>d+-- 7i7 ! av]age net price ( 9-,/ate in/itutions ( high] education1 disaggregat$ by sector & by income qu9tile2 7ii7 ,f$]al ,pell ,grants1 includ+-- 7,i7 ! maximum ,f$]al ,pell ,grant = ea* academic ye>2 7,,ii7 :5 & h[ to apply = a ,f$]al ,pell ,grant2 & 7,,iii7 :at ! application process = a ,f$]al ,pell ,grant requires2 7iii7 ,/ate-specific po/second>y education sav+s programs2 7iv7 ,/ate-bas$ f9ancial aid2 7v7 ,f$]al f9ancial aid available to /ud5ts1 includ+ eligibility crit]ia = ! ,f$]al f9ancial aid & an explanation ( ! ,f$]al f9ancial aid programs2 & 7vi7 f9ancial aid t may be available f nongov]nm5tal s\rces4 7#c7 ,annual in=mation ,! in=mation describ$ 9 p>agraph 7#b77;,c7 %all be provid$ to eligible /ud5ts annually = ! duration ( ! /ud5ts' p>ticipation 9 ! ,program4 7#d7 ,res]vation ,ea* ,/ate receiv+ a grant "u ?is section %all res]ve #bjj1jjj ( ! grant funds receiv$ ea* fiscal ye> to c>ry out ! t>get$ in=mation campaign describ$ 9 ?is subsection4 7#e7 ,in=mation campaign 9 non-p>ticipat+ ,/ates ,9 ! case ( a ,/ate does n apply = a grant "u ?is section1 or applies b does n satisfy ! requirem5ts ( ! grant1 ! ,secret>y %all c>ry out an in=mation campaign & adm9i/] ! ,program = ! ,/ate1 9 ord] to ensure t eligible /ud5ts 9 ! ,/ate are assi/$ "u ! ,program4 7e7 ,evaluation 7#a7 ,9 g5]al ,f am\nts appropriat$ "u subsection 7f7 = a fiscal ye>1 ! ,secret>y %all res]ve n m ?an #a1jjj1jjj to aw>d a grant or contract to an organization outside ! ,dep>tm5t = an indep5d5t evaluation ( ! impact ( ! ,program4 7#b7 ,competitive basis ,! grant or contract %all be aw>d$ on a competitive basis4 7#c7 ,matt]s evaluat$ ,! evaluation describ$ 9 ?is subsection %all consid] metrics e/abli%$ by ! ,secret>y t emphasize college access & success1 enc\rag+ l[-income /ud5ts to pursue high] education1 & ! co/ effectiv5ess ( ! program4 7#d7 ,dissem9ation ,! f9d+s ( ! evaluation %all be widely dissem9at$ to ! public by ! organization conduct+ ! evaluation z well z by ! ,secret>y4 7f7 ,au?orization ( appropriations ,!re are au?oriz$ to be appropriat$ to c>ry out ?is section su* sums z may be necess>y4 4