Student Financial Aid for public institutions reporting on a fall cohort (academic reporters)
Overview 
IPEDS Student Financial Aid Component Overview
Public Academic Reporters
 Welcome to the Student Financial Aid (SFA) component of the U.S. Department of Education’s Integrated Postsecondary Education Data System (IPEDS). The purpose of the SFA component is to collect information about financial aid provided to various groups of undergraduate students at your institution.

 
 Changes to This Year’s SFA Component
  • Revisions to Cost of Attendance used to calculate the Net Price of Attendance can now be made in this component.
 
   
 Data Reporting Reminders

Groups
Throughout this component, you will be asked to report information for different groups of students.
  • Group 1: All undergraduate students
  • Group 2: Of Group 1, full-time, first-time degree/certificate-seeking students
  • Group 3: Of Group 2, students who paid the in-state/in-district tuition rate and were awarded any grant/scholarship aid from the federal government, state/local government, or the institution
  • Group 4: Of Group 2, students who paid the in-state/in-district tuition rate and were awarded any Title IV federal student aid
Consult the instructions and screens to make sure you are reporting the correct aid amounts for the correct groups of students.

 
 
 College Affordability and Transparency Lists
Net price amounts calculated in SFA will be used to populate the Department’s College Affordability and Transparency lists.

Interactive Edits and Error Messages
SFA contains interactive edits that will check for blank fields, invalid values, or values that fall outside expected ranges. Some error messages will require you to confirm or explain the values that you entered. Some error messages are fatal and will require you to contact the IPEDS Help Desk at 1-877-225-2568 for resolution.

Context Boxes
You will find optional text boxes throughout SFA. Context boxes allow you to provide more information about the data you enter. Some of these context boxes may be made available to the public on College Navigator, so make sure that the information you enter can be understood easily by students, parents, and the general public.

 
 Resources

To download the survey materials for this component: Survey Materials
 
 To access your prior year data submission for this component: Reported Data 

If you have questions about completing this component, please contact the IPEDS Help Desk at 1-877-225-2568.

Part A 
Part A - Establish Your Groups
Part A establishes the number of students in various groups. Note that the numbers on this screen will be carried forward to other parts of the Student Financial Aid component.

In the fields below, report the number of students in each of the following groups.
  Fall 2012YOUR PRIOR YEAR DATA
Fall 2011
01.Group 1
All undergraduate students
   
02.Group 2
Of those in Group 1, those who are full-time, first-time degree/certificate-seeking
   
 02a.Of those in Group 2, those who were awarded any Federal Work Study, loans to students, or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution   
 02b.Of those in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution   
03.Group 3
Of those in Group 2, those who paying the in-state or in-district tuition rate were awarded grant or scholarship aid from the federal government, state/local government, or the institution
   
04.Group 4
Of those in Group 2, those who paying the in-state or in-district tuition rate were awarded any Title IV federal student aid
   

Part B 
Part B - Enter Information About Group 1
Part B includes information about Group 1. Group 1 students are all undergraduate students enrolled in Fall 2012.
For this part, report:
For These StudentsThe Following Type(s) of AidAwarded in This Period
  • All undergraduate students enrolled in Fall 2012
  • Grant or scholarship aid from the federal government
  • Grant or scholarship aid from state/local government
  • Grant or scholarship aid from the institution
  • Grant or scholarship aid from other sources known to the institution
  • Loans to students from the federal government
  • Any time during academic year 2012-13
In the fields below, report the number of Group 1 students and the total amount of aid awarded to these students for each type of aid.
 
Information from Part A:Fall 2012
Group 1
All undergraduate students
(This number is carried forward from Part A, Line 01.)
  
 
Aid Type2012-13
Number of Group 1 students who were awarded aidPercentage of Group 1 students who were awarded aidTotal amount of aid awarded to Group 1 studentsAverage amount of aid awarded to Group 1 students
01.Grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution      
02.Pell grants      
03.Federal student loans      
These context notes may be posted on the College Navigator website. You may use the space below to provide context for data you've reported above. These context notes may be posted on the College Navigator website and should be written to be understood by students and parents.
 

Part C, Page 1 
Part C, Page 1 - Enter Information about Group 2
Part C includes information about Group 2. Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2012.
 
In the fields below, report the number of Group 2 students paying in-district, in-state, and out-of-state tuition rates. If your institution does not offer different rates, report all students as paying in-state tuition rates.
 
Information from Part A:Fall 2012
Group 2
Full-time, first-time degree/certificate-seeking undergraduates
(This number is carried forward from Part A, Line 02)
  
Group 2 students: YOUR PRIOR YEAR DATA
Fall 2012Fall 2011
Number of Group 2 studentsPercentage of Group 2 studentsPercentage of Group 2 students
01.01a.paying in-district tuition rates     
 01b.paying in-state tuition rates     
 01c.paying out-of-state tuition rates     
 01d.Unknown (calculated value)
This value is calculated using the following formula: [A02-(C01a+C01b+C01c)]
      
 

Part C, Page 2 
Part C, Page 2 - Enter Information about Group 2
Part C includes financial aid information about Group 2. Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2012.
For this part, report:
 
For These StudentsThe Following Type(s) of AidAwarded in This Period
  • Full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2012
  • Grant or scholarship aid from the federal government
  • Grant or scholarship aid from state/local government
  • Grant or scholarship aid from the institution
  • Loans to students from the federal government and from other sources, including private or other loans
  • Do not include grant or scholarship aid from private or other sources
  • Do not include PLUS loans or loans made to anyone other than the student
  • Any time during academic year 2012-13
  • For program reporters, this is the aid year period from July 1, 2012 through June 30, 2013.
In the fields below, report the number of Group 2 students and the total amount of aid awarded to these students for each type of aid. Enter unduplicated student counts within a category (e.g., Pell grants). However, a student can appear in more than one aid category.
 
Information from Part A:Fall 2012
Group 2
Full-time, first-time degree/certificate-seeking undergraduates
(This number is carried forward from Part A, Line 02)
  
Group 2a
Of those in Group 2, those who were awarded any Federal Work Study, loans to students, or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution
(This number is carried forward from Part A, Line 02a)
  
Group 2b
Of those in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution
(This number is carried forward from Part A, Line 02b)
  
Group 3
Of those in Group 2, those who were awarded grant or scholarship aid from the federal government, state/local government, or the institution
  
Aid Type YOUR PRIOR YEAR DATA
Fall 2012Fall 2011
Number of Group 2 students who were awarded aidPercentage of Group 2 students who were awarded aidTotal amount of aid awarded to Group 2 studentsAverage amount of aid awarded to Group 2 studentsAverage amount of aid awarded to Group 2 students
01.Grants or scholarships from the federal government, state/local government, or the institution         
 02.Federal grants         
  02a.Pell grants        
  02b.Other federal grants        
 03.State/local government grants or scholarships (grants/scholarships/waivers)        
 04.Institutional grants or scholarships (scholarships/fellowships)
        
05.Loans to students         
  05a.Federal loans        
  05b.Other loans (including private loans)        
These context notes may be posted on the College Navigator. You may use the space below to provide context for the data you've reported above. These context notes may be posted on the College Navigator website and should be written to be understood by students and parents. For example, institutions may report here other sources of private aid not included in the categories above.
 

Cost of Attendance 
Cost of attendance for full-time, first-time students:
Please enter the amounts requested below. These data will be made available to the public on College Navigator. If your institution participates in any Title IV programs (Pell, Stafford, etc.), you must complete all information. Estimates of expenses for books and supplies, room and board, and other expenses are those from the Cost of Attendance report used by the financial aid office in determining financial need. Please talk to your financial aid office to get these numbers, to ensure that you are reporting correctly.
These numbers are carried forward from Institutional Characteristics and should only be changed if an error was made in the reporting.
Charges for full academic year2010-112011-122012-13
Published tuition and required fees:
 In-district   
  Tuition   
  Required fees   
  Tuition + fees total      
 In-state   
  Tuition   
  Required fees   
  Tuition + fees total      
 Out-of-state   
  Tuition   
  Required fees   
  Tuition + fees total      
     
 Books and supplies   
On-campus:
 Room and board   
 Other expenses   
 Room and board and other expenses      
Off-campus (not with family):
 Room and board   
 Other expenses   
 Room and board and other expenses      
Off-campus (with family):
 Other expenses   

Part D 
Part D - Enter Information about Group 3
Part D includes financial aid information about Group 3. Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2012 who paid the in-state or in-district tuition rate and were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. The information you report in this part will be used in Part F to calculate average institutional net price.
For this part report:
For These StudentsThe Following Type(s) of AidAwarded in This Period
  • Full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2012 who paid the in-state or in-district tuition rate and were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution
  • Do not include students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid
  • Grant or scholarship aid from the federal government
  • Grant or scholarship aid from state/local government
  • Grant or scholarship aid from the institution
  • Do not include grant or scholarship aid from private or other sources
  • Any time during academic year 2012-13
In the fields below, report the number of Group 3 students with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students.
 
You may use the space below to provide context for the data you've reported above.
 

Part E 
Part E – Enter Information about Group 4
Part E includes financial aid information about Group 4. Group 4 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2012 who paid the in-state or in-district tuition rate and were awarded any Title IV federal student aid, including federal grants or federal student loans. The information you report in this part will be used in Part G to calculate average institutional net price by income level.
For this part, report:
For These StudentsThe Following Type(s) of AidAwarded in This Period
  • Full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2012 who paid the in-state or in-district tuition rate and were awarded any Title IV federal student aid
  • Grant or scholarship aid from the federal government
  • Grant or scholarship aid from state/local government
  • Grant or scholarship aid from the institution
  • Do not include grant or scholarship aid from private or other sources
  • Do not include loan amounts
  • Do not include Federal Work Study amounts
  • Any time during academic year 2012-13
In the fields below, report the number of Group 4 students with each type of living arrangement and the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to these students by income level.
 
You may use the space below to provide context for the data you've reported above.
 

Part F 
Part F – Net Price Calculation for Group 3
The following net price calculation is based on information that your institution reported in the Institutional Characteristics component and the Student Financial Aid component. For more information about the data your institution reported in the Institutional Characteristics component, please contact your institution’s IPEDS Keyholder.
 YOUR PRIOR
YEAR DATA
YOUR PRIOR
YEAR DATA
2012-13
2010-112011-12
 Components of cost of attendance   
01.Published tuition and required fees (lower of in-district or in-state)      
02.Books and supplies      
03.Room and board and other expenses by living arrangement   
 03a.On-campus      
 03b.Off-campus (with family)      
 03c.Off-campus (not with family)      
04.Number of Group 3 students by living arrangement   
 04a.On-campus      
 04b.Off-campus (with family)      
 04c.Off-campus (not with family)      
 04d.Unknown      
05.Weighted average for room and board and other expenses by living arrangement (excluding unknown values)
See instructions for the formula for this calculation
      
06.Total cost of attendance
This value is calculated using the following formula: [F01+F02+F05]
      
07.Average amount of grant or scholarship aid awarded to Group 3 students from the following sources: the federal government, state/local government, and the institution      
08.Average institutional net price for Group 3 students
This value is calculated using the following formula: [F06-F07]
      
As required by the Higher Education Opportunity Act of 2008, these amounts will be posted on the U.S. Department of Education’s College Navigator website and used in the U.S. Department of Education’s College Affordability and Transparency Lists.

Do you wish to provide additional context notes?
Yes  No  
These context notes may be posted on the College Navigator. You may use the space below to provide context for these data. These context notes may be posted on the College Navigator website and should be written to be understood by students and parents.
 

Part G 
Part G – Net Price Calculation for Group 4
The following net price calculation is based on information that your institution reported in the Institutional Characteristics component and the Student Financial Aid component. For more information about the data your institution reported in the Institutional Characteristics component, please contact your institution’s IPEDS Keyholder.
 YOUR PRIOR
YEAR DATA
YOUR PRIOR
YEAR DATA
2012-13
2010-112011-12
 Components of cost of attendance   
01.Published tuition and required fees (lower of in-district or in-state)      
02.Books and supplies      
03.Room and board and other expenses by living arrangement   
 03a.On-campus      
 03b.Off-campus (with family)      
 03c.Off-campus (not with family)      
04.Number of Group 4 students by living arrangement   
 04a.On-campus      
 04b.Off-campus (with family)      
 04c.Off-campus (not with family)      
 04d.Unknown      
05.Weighted average for room and board and other expenses by living arrangement (excluding unknown values)
See instructions for the formula for this calculation
      
06.Total cost of attendance by income level
This value is calculated using the following formula: [G01+G02+G05]
      
07.Average amount of grant or scholarship aid awarded to Group 4 students from the following sources: the federal government, state/local government, and the institution      
 07a.$0-30,000      
 07b.$30,001-48,000      
 07c.$48,001-75,000      
 07d.$75,001-110,000      
 07e.$110,001 and more      
08.Average institutional net price for Group 4 students
This value is calculated using the following formula: [G06-G07]
   
 08a.$0-30,000      
 08b.$30,001-48,000      
 08c.$48,001-75,000      
 08d.$75,001-110,000      
 08e.$110,001 and more      
As required by the Higher Education Opportunity Act of 2008, these amounts will be posted on the U.S. Department of Education’s College Navigator website.

Do you wish to provide additional context notes?
Yes  No  
These context notes may be posted on the College Navigator. You may use the space below to provide context for these data. These context notes may be posted on the College Navigator website and should be written to be understood by students and parents.
 

 
No Instruction has been specified.
 

Glossary date: 4/21/2014
Term Definition
Federal grants (grants/educational assistance funds) Grants provided by federal agencies such as the U.S. Department of Education, including Title IV Pell Grants and Supplemental Educational Opportunity Grants (SEOG). Also includes need-based and merit-based educational assistance funds and training vouchers provided from other federal agencies and/or federally-sponsored educational benefits programs. (Used for reporting on the Student Financial Aid component)
Financial aid Federal Work Study, grants, loans to students (government and/or private), assistantships, scholarships, fellowships, tuition waivers, tuition discounts, employer aid (tuition reimbursement) and other monies (other than from relatives/friends) provided to students to meet expenses. This excludes loans to parents.
First-time student (undergraduate) A student who has no prior postsecondary experience (except as noted below) attending any institution for the first time at the undergraduate level. This includes students enrolled in academic or occupational programs. It also includes students enrolled in the fall term who attended college for the first time in the prior summer term, and students who entered with advanced standing (college credits earned before graduation from high school).
Full-time student Undergraduate: A student enrolled for 12 or more semester credits, or 12 or more quarter credits, or 24 or more contact hours a week each term. Graduate: A student enrolled for 9 or more semester credits, or 9 or more quarter credits, or a student involved in thesis or dissertation preparation that is considered full-time by the institution. Doctor's degree - Professional practice - as defined by the institution.
Institutional grants Scholarships and fellowships granted and funded by the institution and/or individual departments within the institution, (i.e., instruction, research, public service) that may contribute indirectly to the enhancement of these programs . Includes scholarships targeted to certain individuals (e.g., based on state of residence, major field of study, athletic team participation) for which the institution designates the recipient.
Loans to students Any monies that must be repaid to the lending institution for which the student is the designated borrower. Includes all Title IV subsidized and unsubsidized loans and all institutionally- and privately-sponsored loans. Does not include PLUS and other loans made directly to parents.
Net price The Higher Education Opportunity Act of 2008 defines institutional net price as "the average yearly price actually charged to first-time, full-time undergraduate students receiving student aid at an institution of higher education after deducting such aid." In IPEDS, average institutional net price is generated by subtracting the average amount of federal, state/local government, or institutional grant and scholarship aid from the total cost of attendance. Total cost of attendance is the sum of published tuition and required fees (lower of in-district or in-state for public institutions), books and supplies, and the weighted average for room and board and other expenses. Cost of attendance data are collected in the Institutional Characteristics (IC) component of IPEDS, and financial aid data are collected in the Student Financial Aid (SFA) component of IPEDS.
Off-campus (not with family) A living arrangement in which a student does not live with the student's parents or legal guardians in any housing facility that is not owned or controlled by the educational institution.
Off-campus (with family) A living arrangement in which a student lives with the student's parents or legal guardians in any housing facility that is not owned or controlled by the educational institution.
On-campus housing Any residence hall or housing facility owned or controlled by an institution within the same reasonably contiguous geographic area and used by the institution in direct support of or in a manner related to, the institution's educational purposes.
Scholarships Grants-in-aid, trainee stipends, tuition and required fee waivers, prizes or other monetary awards given to undergraduate students.
State and local grants Grant monies provided by the state such as Leveraging Educational Assistance Partnerships (LEAP) (formerly SSIG's); merit scholarships provided by the state; and tuition and fee waivers for which the institution was reimbursed by a state agency. Local government grants include scholarships or gift-aid awarded directly to the student. (Used for reporting Finance data for private for-profit institutions )