The Integrated Postsecondary Education Data System   IPEDS Help Desk
(877) 225-2568 or ipedshelp@rti.org
NCES National Center for Education Statistics
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. The purpose of the SFA component is to collect information about financial aid provided to various groups of undergraduate students and military/veteran educational benefits for all students at your institution.

 
 Changes to This Year’s SFA Component
There were no changes implemented for the 2018-19 data collection period.
 
   
 Data Reporting Reminders

Undergraduate Student Groups
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 (FTFT)
  • Group 3: Of Group 2, FTFT 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, FTFT students who paid the in-state/in-district tuition rate and were awarded any Title IV federal student aid
SFA Overview
 
 COA Revisions
Revisions to Cost of Attendance (COA) used to calculate the net price of attendance can be made in this component.

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 U.S. Department of Education’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 (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 
 
 
Section 1: 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 2017YOUR PRIOR YEAR DATA
Fall 2016
01Group 1
All undergraduate students
   
02Group 2
Of those in Group 1, those who are full-time, first-time degree/certificate-seeking
   
 02aOf 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   
 02bOf 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   
03Group 3
Of those in Group 2, those paying the in-state or in-district tuition rate who were awarded grant or scholarship aid from the federal government, state/local government, or the institution
   
04Group 4
Of those in Group 2, those paying the in-state or in-district tuition rate who were awarded any Title IV federal student aid
   
 
Section 1: Part B 
Part B - Enter Information About Group 1
Group 1 students are ALL undergraduate students (including first-time students) enrolled in Fall 2017.
For this part, report:
For These StudentsThe Following Type(s) of AidAwarded in This Period
  • All undergraduate students enrolled in Fall 2017
  • Grant or scholarship aid from:
    • federal government
    • state/local government
    • the institution
    • other sources known to the institution

  • Loans to students from:
    • the federal government
  • Any time during academic year 2017-18
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 2017
Group 1
All undergraduate students
(This number is carried forward from Part A, Line 01.)
  
 
Aid Type2017-18
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
01Grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution (Do NOT include federal student loans)      
 02 Pell Grants      
03Federal student loans      
 
These context notes may be posted on the College Navigator website. The notes below provide context for the data you've reported above and may be posted on the College Navigator website. Choose one option that best explains your data or choose "Non-applicable" if you do not wish to provide context notes. If none of the options provided explain your institution’s data, then choose "Other" and write your own context notes. Notes should be written so that they can be understood by students and parents. For example, institutions may report here other sources of private aid not included in the categories listed.
 
 
 
Section 1: Part C, Page 1 
Part C, Page 1 - Enter Information about Group 2
Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2017.
 
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 2017
Group 2 (This number is carried forward from Part A, Line 02)

Full-time, first-time degree/certificate-seeking undergraduates
  
Group 2 students: YOUR PRIOR YEAR DATA
Fall 2017Fall 2016
Number of Group 2 studentsPercentage of Group 2 studentsPercentage of Group 2 students
0101apaying in-district tuition rates     
 01bpaying in-state tuition rates     
 01cpaying out-of-state tuition rates     
 01dUnknown (calculated value)
This value is calculated using the following formula: [A02-(C01a+C01b+C01c)]
      
 
 
Section 1: 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 2017.
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 2017
  • Grant or scholarship aid from:
    • federal government
    • state/local government
    • the institution
  • Loans to students from:
    • the federal government
    • other sources, including private or other loans
  • Do not include:
    • grant or scholarship aid from private or other sources
    • PLUS loans or loans made to anyone other than the student
  • Any time during academic year 2017-18
  • For program reporters, this is the aid year period from July 1, 2017 through June 30, 2018.
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 2017
Group 2 (This number is carried forward from Part A, Line 02)

Full-time, first-time degree/certificate-seeking undergraduates
  
Group 2a (This number is carried forward from Part A, Line 02a)
Of those in Group 2, those who were awarded:
-Federal Work Study
-loans to students
-grant or scholarship aid from the federal government, state/local government, or the institution
-other sources known to the institution
  
Group 2b (This number is carried forward from Part A, Line 02b)
Of those in Group 2, those who were awarded:
-loans to students
-grant or scholarship aid from the federal government, state/local government, or the institution
  
Group 3 (This number is carried forward from Part A, Line 03)
Of those in Group 2, those who paid the in-state or in-district tuition rate and were awarded:
-grant or scholarship aid from the federal government, state/local government, or the institution
  
Aid Type YOUR PRIOR YEAR DATA
Fall 2017Fall 2016
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
01Grants or scholarships from the federal government, state/local government, or the institution         
 02Federal grants         
  02aPell Grants        
  02bOther federal grants        
 03State/local government grants or scholarships
(includes fellowships/tuition waivers/exemptions)
        
 04Institutional grants or scholarships
(includes fellowships/tuition waivers/exemptions)
        
05Loans to students         
  05aFederal loans        
  05bOther loans (including private loans)        
These context notes may be posted on the College Navigator website. The notes below provide context for the data you've reported above and may be posted on the College Navigator website. Choose one option that best explains your data or choose "Non-applicable" if you do not wish to provide context notes. If none of the options provided explain your institution’s data, then choose "Other" and write your own context notes. Notes 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 listed.
 
 
 
Section 1: Comparison Chart 
Comparison Chart
Based on the information reported on the previous screens for Group 1 (all undergraduates) and Group 2 (full-time, first-time degree/certificate-seeking undergraduates), this comparison chart seeks to help institutions check their reported data. Assuming that the information on Groups 1 and 2 is correct, then the calculated fields for ‘All Other Undergraduates’ should be the balance (Group 1 minus Group 2). If the balance does not check with your institution’s calculations, please correct your reported numbers for Groups 1 and 2 before moving forward with the completion of the SFA survey component.

Note: Data for the 'All Other Undergraduates' will appear in the IPEDS Data Center for data users, but not in College Navigator.
  Number of students     Pell grants     Federal Student Loans
01Group 1 (all undergraduates)    
02 Number of students who were awarded aid     
03 Percentage who were awarded aid     
04 Total amount of aid awarded     
05 Average amount of aid awarded     
06Group 2 (Full-time, first-time undergraduates)    
07 Number of students who were awarded aid     
08 Percentage who were awarded aid     
09 Total amount of aid awarded     
10 Average amount of aid awarded     
11All other undergraduates
(Line 01 - Line 06)
    
12 Number of students who were awarded aid
(Line 02 - Line 07)
     
13 Percentage who were awarded aid
(Line 12 / Line 11)
     
14 Total amount of aid awarded
(Line 04 - Line 09)
     
15 Average amount of aid awarded
(Line 14 / Line 12)
     
 
Section 1: 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 year2015-162016-172017-18
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   
 
Section 1: Part D 
Part D - Enter Information about Group 3
Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2017 paying the in-state or in-district tuition rate who 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 2017 paying the in-state or in-district tuition rate who 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:
    • federal government
    • state/local government
    • the institution

  • Do not include grant or scholarship aid from private or other sources
  • Any time during academic year 2017-18
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.
 
Information from Part A:YOUR PRIOR
YEAR DATA

2015-2016
YOUR PRIOR
YEAR DATA

2016-2017
2017-2018
Group 3
Full-time, first-time degree/certificate-seeking undergraduate students paying the in-state or in-district tuition rate who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution
(This number is carried forward from Part A, Line 03)
    
01Report the number of Group 3 students with the following living arrangements:YOUR PRIOR
YEAR DATA
YOUR PRIOR
YEAR DATA
 
2015-162016-172017-18
 01aOn-campus   
 01bOff-campus (with family)   
 01cOff-campus (not with family)   
 01dUnknown (calculated)
This value is calculated using the following formula: [A03-(D01a+D01b+D01c)]
      
02Report the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students   
03Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students (calculated value).
This value is calculated using the following formula: [D02/A03]
      
These context notes may be posted on the College Navigator website. The notes below provide context for the data you've reported above and may be posted on the College Navigator website. Choose one option that best explains your data or choose "Non-applicable" if you do not wish to provide context notes. If none of the options provided explain your institution’s data, then choose "Other" and write your own context notes. Notes 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 listed.
 
 
 
Section 1: Part E 
Part E – Enter Information about Group 4
Part E includes financial aid information about Group 4. undergraduate students enrolled in Fall 2017 paying the in-state or in-district tuition rate who 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 2017 paying the in-state or in-district tuition rate who were awarded any Title IV federal student aid
  • Grant or scholarship aid from:
    • federal government
    • state/local government
    • the institution
  • Do not include:
    • grant or scholarship aid from private or other sources
    • loan amounts
    • Federal Work Study amounts
  • Any time during academic year 2017-18
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.
 
Information from Part A:2015-162016-172017-18
Group 4
Full-time, first-time degree/certificate-seeking undergraduate students paying the in-state or in-district tuition rate who were awarded any Title IV federal student aid
(This number is carried forward from Part A, Line 04)
    
01Report the number of Group 4 students with the following living arrangements:YOUR PRIOR
YEAR DATA
YOUR PRIOR
YEAR DATA
 
2015-162016-172017-18
 01aOn-campus   
 01bOff-campus (with family)   
 01cOff-campus (not with family)   
 01dUnknown (calculated)
This value is calculated using the formula: [A04-(E01a+E01b+E01c)]
      
 Number of students who were awarded any Title IV aid (Group 4)Of those in Column 1, the number who were awarded any grant or scholarship aid from the following sources: the federal government, state/local government, or the institutionOf those in Column 1, the total amount of grant or scholarship aid awarded from the following sources: the federal government, state/local government, or the institution Average amount of federal, state/local, and institutional grant or scholarship aid awarded to Group 4 students
 2015-16
 Col. 1Col. 2Col. 3Col. 4
02Income level
 02a$0-30,000     
 02b$30,001-48,000     
 02c$48,001-75,000     
 02d$75,001-110,000     
 02e$110,001 and more     
 02fTotal all income levels        
 2016-17
 Col. 1Col. 2Col. 3Col. 4
03Income level
 03a$0-30,000     
 03b$30,001-48,000     
 03c$48,001-75,000     
 03d$75,001-110,000     
 03e$110,001 and more     
 03fTotal all income levels        
 2017-18
 Col. 1Col. 2Col. 3Col. 4
04 Income level
 04a$0-30,000     
 04b$30,001-48,000     
 04c$48,001-75,000     
 04d$75,001-110,000     
 04e$110,001 and more     
 04fTotal all income levels        
These context notes may be posted on the College Navigator website. The notes below provide context for the data you've reported above and may be posted on the College Navigator website. Choose one option that best explains your data or choose "Non-applicable" if you do not wish to provide context notes. If none of the options provided explain your institution’s data, then choose "Other" and write your own context notes. Notes 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 listed.
 
 
 
Section 1: 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
2017-18
2015-162016-17
 Components of cost of attendance   
01Published tuition and required fees (lower of in-district or in-state)      
02Books and supplies      
03Room and board and other expenses by living arrangement   
 03aOn-campus      
 03bOff-campus (with family)      
 03cOff-campus (not with family)      
04Number of Group 3 students by living arrangement   
 04aOn-campus      
 04bOff-campus (with family)      
 04cOff-campus (not with family)      
 04dUnknown      
05Weighted average for room and board and other expenses by living arrangement (excluding unknown values)
See instructions for the formula for this calculation
      
06Total cost of attendance
This value is calculated using the following formula: [F01+F02+F05]
      
07Average amount of grant or scholarship aid awarded to Group 3 students from the following sources: the federal government, state/local government, and the institution      
08Average institutional net price for Group 3 students
This value is calculated using the following formula: [F06-F07]
      
As required by the Higher Education Act, as amended (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.
 
These context notes may be posted on the College Navigator website. The notes below provide context for the data you've reported above and may be posted on the College Navigator website. Choose one option that best explains your data or choose "Non-applicable" if you do not wish to provide context notes. If none of the options provided explains your institution’s data, then choose "Other" and write your own context notes. Notes 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 listed.
 
 
 
Section 1: 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
2017-18
2015-162016-17
 Components of cost of attendance   
01Published tuition and required fees (lower of in-district or in-state)      
02Books and supplies      
03Room and board and other expenses by living arrangement   
 03aOn-campus      
 03bOff-campus (with family)      
 03cOff-campus (not with family)      
04Number of Group 4 students by living arrangement   
 04aOn-campus      
 04bOff-campus (with family)      
 04cOff-campus (not with family)      
 04dUnknown      
05Weighted average for room and board and other expenses by living arrangement (excluding unknown values)
See instructions for the formula for this calculation
      
06Total cost of attendance by income level
This value is calculated using the following formula: [G01+G02+G05]
      
07Average 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      
08Average 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 Act, as amended (2008), these amounts will be posted on the U.S. Department of Education’s College Navigator website.
 
These context notes may be posted on the College Navigator website. The notes below provide context for the data you've reported above and may be posted on the College Navigator website. Choose one option that best explains your data or choose "Non-applicable" if you do not wish to provide context notes. If none of the options provided explain your institution’s data, then choose "Other" and write your own context notes. Notes 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 listed.
 
 
 
Section 2: Military Servicemembers and Veteran's Benefits - Undergraduate and Graduate 
Section 2: Military Servicemembers and Veteran's Benefits
IMPORTANT NOTE: Report for Post-9/11 GI Bill Benefits: July 1, 2017 - June 30, 2018 and Report for Department of Defense Tuition Assistance Program: October 1, 2017 - September 30, 2018
 
  • Report the total number of student recipients and the total dollar amounts for each program.
  • Student recipients can also include eligible dependents.
  • Consult with your campus certifying official, who may not be in the student financial aid office.
  • For Post-9/11 GI Bill Benefits, do not include the matching institutional aid provided through the Yellow Ribbon Program if your school participated.
  • Information reported to IPEDS is only what is known to the institution.
  • Enter zero (0) if your institution did not have beneficiaries for that student level or program. Please do not leave a cell blank.
 YOUR PRIOR YEAR DATA
Type of benefit/assistanceNumber of students
receiving benefits/assistance
Total dollar amount of
benefits/assistance disbursed
through the institution
Average dollar amount of
benefits/assistance disbursed
through the institution
Average dollar amount of
benefits/assistance disbursed
through the institution
Post-9/11 GI Bill Benefits
Undergraduate students      
Graduate students      
Total        
 
Department of Defense Tuition Assistance Program
Undergraduate students      
Graduate students      
Total        
 
 
Prepared by 
The name of the preparer is being collected so that we can follow up with the appropriate person in the event that there are questions concerning the data. The Keyholder will be copied on all email correspondence to other preparers.
The time it took to prepare this component is being collected so that we can continue to improve our estimate of the reporting burden associated with IPEDS. Please include in your estimate the time it took for you to review instructions, query and search data sources, complete and review the component, and submit the data through the Data Collection System.
Thank you for your assistance.
 
This survey component was prepared by:
   Keyholder  SFA Contact  HR Contact 
   Finance Contact  Academic Library Contact  Other 
 Name:  
 Email:  
 
How many staff from your institution only were involved in the data collection and reporting process of this survey component?
  Number of Staff (including yourself) 
 
How many hours did you and others from your institution only spend on each of the steps below when responding to this survey component?

Exclude the hours spent collecting data for state and other reporting purposes.
 Staff memberCollecting Data NeededRevising Data to Match
IPEDS Requirements
Entering DataRevising and Locking Data 
 Your office hours hours hours hours 
 Other offices hours hours hours hours 
 
 
Student Financial Aid, Public Academic Reporters
 

Table of Contents

The Student Financial Aid (SFA) component has expanded from gathering data on only undergraduate survey component to all students (undergraduates and graduate students) because of the new question on military servicemembers and veterans' educational benefits. The survey instructions that follow are divided into two sections. Section 1 discusses the portion of the SFA component that asks questions about your undergraduate students only. Section 2 explains the portion of the SFA component that ask questions about your military and veteran students. As you complete both sections of SFA, please refer to the "Where to Get Help" and "Where the Data Will Appear" sections.

Where to Get Help

Where the Data Will Appear

Section 1. SFA - Undergraduate Students

Purpose of Component
Who Must Report
Changes in Reporting
General Instructions
What You Will Need
About the Data
Context Boxes
Interactive Edits
Coverage
Reporting Period
Student Cohort
What to Include
What NOT to Include
Detailed Instructions
Part A - Establish Your Groups
Part B - Financial Aid About Group 1
Part C - Enter Financial Aid About Group 2
Part D - Enter Financial Aid About Group 3
Part E - Enter Financial Aid About Group 4
Part F - Net Price Calculation for Group 3
Part G - Net Price Calculation for Group 4

Section 2. Military Servicemembers and Veteran Students with Benefits

Purpose
Who Must Report
Changes in Reporting
General Instructions
What You Will Need
About the Data
Context Boxes
Interactive Edits
Coverage
Reporting Period
Detailed Instructions


Where to Get Help with Reporting

IPEDS Help Desk

Phone: (877) 225-2568
E-mail: ipedshelp@rti.org

Web Tutorials

You can consult the IPEDS Website's Trainings & Outreach page which contains several tutorials on IPEDS data collection, a self-paced overview of IPEDS tools, and other valuable resources.

IPEDS Resource Page

The IPEDS Website's Reporting Tools page contains frequently asked questions, a link to data tip sheets, tutorials, taxonomies, information centers (e.g., academic libraries, average net price, human resources, race/ethnicity, etc.), and other valuable information.

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Where the Reported Data Will Appear

Data collected through IPEDS will be accessible at the institution and aggregate levels.

At the institution-level, data will appear in the:

At the aggregate-level, data will appear in:

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Section 1. SFA - Undergraduate Students


Purpose of Component

The purpose of the IPEDS Student Financial Aid (SFA) component is to collect information about financial aid provided to various groups of undergraduate students in order to meet requirements of the Higher Education Act of 1965 (HEA), as amended. Item areas include:

  • Financial aid about all undergraduate students
  • Financial aid about all full-time, first-time degree/certificate-seeking students
  • Financial aid and living arrangement information about all full-time, first-time degree/certificate-seeking students who were awarded grant aid. For public institutions, this includes only students who paid the in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.
  • Financial aid and living arrangement information about all full-time, first-time degree/certificate-seeking students who were awarded any Title IV federal student aid by income. For public institutions, this includes only students who paid the in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.
  • Net Price Calculation for full-time, first-time degree/certificate-seeking students who were awarded grant aid. For public institutions, this includes only students who paid the in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.
  • Net Price Calculation for full-time, first-time degree/certificate-seeking students who were awarded any Title IV federal student aid by income. For public institutions, this includes only students who paid the in-state or in-district tuition rate. For program reporters, this includes only students enrolled in the institution's largest program.

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Who Must Report

Institutions that had undergraduate students enrolled during the prior academic year must report.

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Changes in Reporting

There were no changes implemented for the 2018-19 data collection period.

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General Instructions

What You Will Need

The institution’s financial aid system should be the starting point for reporting to this IPEDS component.

Data providers for this component should be familiar with college and university practices associated with student financial aid. In general, there are two types of financial aid data that will be requested in this component. These types are:

  • Numbers of students that meet certain conditions
  • Total aid dollars awarded to these students

To complete this component, data providers will need the following:

1. Financial aid information about the following student groups:

  • Group 1. All undergraduate students
  • Group 2. Of the students in Group 1, those who are full-time, first-time degree/certificate-seeking students
  • Group 3. Of the students in Group 2, those 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
  • Group 4. Of the students in Group 2, those who paid the in-state or in-district tuition rate and were awarded Title IV federal student aid
SFA Overview

2. Living arrangement information for full-time, first-time degree/certificate-seeking undergraduate students who paid the in-state or in-district tuition rate and were awarded grant or scholarship aid during the reporting period

3. Living arrangement information for full-time, first-time degree/certificate-seeking undergraduate students who paid the in-state or in-district tuition rate and were awarded Title IV federal student aid during the reporting period

4. Income levels for full-time, first-time degree/certificate-seeking undergraduate students who paid the in-state or in-district tuition rate and were awarded Title IV federal student aid during the reporting period

About the Data

Five different types of data appear in this component. There are data:

  • That institutions provide from their own financial aid records
  • That are prior-year data, shown in red, which can be used as a comparison with the current year's data (i.e., the data that is being reported)
  • That are carried forward from the IPEDS Fall Enrollment (EF) component and the IPEDS Institutional Characteristics (IC) component that your institution completed in the most recent collections of those components
  • That are carried forward from one part of the Student Financial Aid component to another part to ensure that the data are internally consistent
  • That are calculated from the other data elements

In the latter two cases, the data provider should check that the data that are carried forward and calculated are consistent with the data in the institution's underlying financial aid records. If the data carried forward or calculated are not consistent with the institution's records, then an error in data entry may have occurred.

Context Boxes

Optional context boxes throughout the component allow institutions to provide more information regarding reported data. Note that the information in these context boxes may be posted on the U.S. Department of Education’s College Navigator website. NCES will review entries in these context boxes for applicability and appropriateness before posting them on College Navigator. However, institutions should ensure that entries in these context boxes are free from grammatical and spelling errors and are written so that they can be understood by students and parents.

Interactive Edits

This component 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 (877) 225-2568 or ipedshelp@rti.org for resolution.

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Coverage

Reporting Period

The data reported for this component should be for the prior academic year.

Student Cohort

For academic reporters, the student cohort covered by this component includes undergraduate students enrolled for the prior year as of October 15 or as of the institution’s official fall reporting date. For hybrid reporters, the student cohort covered includes undergraduate students enrolled in the prior academic year between August 1 and October 31. 

What to Include

The following types of financial aid should be reported in this component:

  • Federal grants (grants/educational assistance funds): Grants provided by federal agencies such as the U.S. Department of Education, including Title IV federal student aid grants such as Pell grants, Federal Supplemental Educational Opportunity Grants (FSEOG), Academic Competitiveness Grants (ACG), National Science and Mathematics Access to Retain Talent (National SMART) Grants, and Teacher Education Assistance for College and Higher Education (TEACH) Grants. Also include need-based and merit-based educational assistance funds and training vouchers provided from other federal agencies and/or federally-sponsored educational benefits programs.

    Do not include veterans education benefits, as defined in section 480(c) of the HEA, as they are no longer treated as Estimated Financial Assistance (EFA) for the Office of Federal Student Aid's purposes. For more information, visit https://ifap.ed.gov/eannouncements/081309GuidFedVeteransEdBenefits.html.
  • Federal loans to students: Monies from the federal government that must be repaid for which the student is the designated borrower. This type of aid includes all Title IV federal student loan aid such as Federal Perkins Loans, Subsidized Direct or FFEL Stafford Loans, and Unsubsidized Direct or FFEL Stafford Loans. Do not include PLUS loans and other federal loans not made directly to the student.
  • State/local government grants (grants/scholarships/waivers): Grants that were awarded by your state such as Leveraging Educational Assistance Partnerships (LEAP) (formerly SSIGs) and Robert C. Byrd Honors Scholarships. Include merit-based grants or scholarships that were provided by your state or local government. Also include tuition and fee waivers for which your institution was reimbursed by a state or local government agency.
  • Institutional grants or scholarships (scholarships/waivers): Grants, scholarships, and fellowships granted and funded by the institution and/or individual departments within the institution and are limited to students attending your institution. Also include scholarships targeted to certain individuals (e.g., based on state of residence, major, or participation in athletic activities) for which the institution designates the recipient. Also include institutional tuition and fee waivers for which your institution was not reimbursed by a state or local government agency. This is not intended to include Federal Work Study.
  • Private grants or scholarships: Grants or scholarships to students that are awarded and paid by an outside organization but are directed through the institution's financial aid office (e.g., Rotary Club Scholarship).
  • Private loans to students: Monies that must be repaid to the lending institution for which the student is the designated borrower. Include all institutionally and privately sponsored loans. Do not include loans that are not made directly to the student.

NOTE: In this component, "aid awarded" refers to grant or scholarship aid that was awarded to students or to loans awarded to students. For reporting grant or scholarship aid, institutions should report on aid that was awarded to students. This amount may be different from the amount that was actually disbursed to students. For example, a student may be awarded grant or scholarship aid at the beginning of the academic year but then leave the institution before the entire amount is disbursed. In this case, institutions should report the original amount of grant or scholarship aid that was awarded. For reporting loans to students, institutions should continue to report on loans that were awarded to and accepted by the student.

Note also that different types of financial aid should be reported for different groups of students. Please review the instructions and the screens carefully to ensure that you are reporting the correct types of financial aid in the appropriate parts.

Institutions need to report aid in this component such that the net price calculations shown on College Navigator and used for the College Affordability and Transparency lists are a reflection of what students actually pay.

In cases where a student is awarded aid for multiple academic years within one aid year period, institutions should report only aid awarded for the student’s first academic year.

For total aid amounts, report to the nearest whole dollar and omit cents. For student counts, an unduplicated count should be given within a given aid category (e.g., Pell grants). However, a student can appear in more than one aid category.

What NOT to Include

Do not report student counts or aid amounts for the following:

  • Students who were only graduate students at the institution during the reporting period
  • Students who were enrolled exclusively in courses not creditable toward a certificate/degree
  • Students who were enrolled exclusively in Continuing Education Units (CEUs)
  • Students who were exclusively auditing classes

Do not report:

  • Federal Work Study amounts into any total aid amounts
  • ROTC aid, which are excluded from EFA calculations, in any total aid amounts
  • Loans that are made to someone other than the student
  • Military/veterans aid in Section 1 because such aid is ONLY reported in Section 2

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Detailed Instructions

This section provides line-by-line instructions for each part of the Student Financial Aid component.


Part A - Establish Your Groups

Part A establishes the number of students in various groups. Note that the data you report on this screen will be carried forward to other parts of the Student Financial Aid component.

Instructions:

In the fields provided, report the number of students in each of the following groups:

Item

Description


01.

Group 1

All undergraduate students


Report the number of all undergraduate students who were enrolled for the prior year as of October 15 or your institution’s official fall reporting date. Include all new and continuing undergraduate students (full-time students, part-time students, degree/certificate-seeking students, non-degree/certificate-seeking students, and all others). This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.


02.

Group 2
Of those in Group 1, those who are full-time, first-time degree/certificate-seeking


Report the number of students who are full-time, first-time degree/certificate-seeking undergraduates. This number will be preloaded from your institution's IPEDS Fall Enrollment component, but it may be modified if necessary. If you have questions about the value that has been preloaded in this field, please contact your institution’s IPEDS Keyholder.


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


Report the number of students who were awarded any of the following:

  • Federal Work Study;
  • Government and/or private loans to students;
  • Grant or scholarship aid from the federal government, state/local government, or the institution; or
  • Grant or scholarship aid from other sources known to the institution, such as aid from private sources (e.g., Rotary Club Scholarship).

Note that the students reported in Line 02a are not defined as a particular group because no additional financial aid information will be collected about these students.


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


Report the number of students who were awarded any of the following:

  • Government and/or private loans to students; or
  • Grant or scholarship aid from the federal government, state/local government, or the institution.

Note that the students reported in Line 02b are not defined as a particular group because no additional financial aid information will be collected about these students.

03.

Group 3

Of those in Group 2, those were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution


For public institutions, include only those students who paid the in-state or in-district tuition rate. Report students who 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 aid only from other sources.


04.

Group 4
Of those in Group 2, those who were awarded any Title IV federal student aid


For public institutions, include only those students who paid the in-state or in-district tuition rate. Report students who were awarded any Title IV federal student aid (i.e., report students who were awarded federal grant aid or who were awarded federal work study or federal student loans).


Title IV federal student aid includes:

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Part B - Financial Aid About Group 1

This part is intended to collect information about the number of Group 1 students and the total amounts of aid they were awarded by different aid types. Group 1 students are all undergraduate students enrolled in the prior fall.

For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

· All undergraduate students enrolled in the prior fall

· 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 the prior academic year

Data carried forward from Part A include the following:

Information from Part A:

Prior Fall

Group 1

All undergraduate students
(This number is carried forward from Part A, Line 01)

Carried forward from Part A

Instructions:

In the fields provided, report the number of Group 1 students and the total amount of aid awarded to these students for each type of aid.

Item

Description

01.

Grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution

Column 1. Report the number of students in Group 1 who were awarded grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution.

Column 2. The percentage of students in Group 1 who were awarded grant or scholarship aid is calculated for you.

Column 3. Report the total dollar amount of grant or scholarship aid from the federal government, state/local government, the institution, and other sources known to the institution awarded to Group 1 students.

Column 4. The average amount of grant or scholarship aid awarded to Group 1 students is calculated for you.

02.

Pell grants

Column 1. Report the number of Group 1 students who were awarded Pell grants. Do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants).

Column 2. The percentage of Group 1 students who were awarded Pell grants is calculated for you.

Column 3. Report the total dollar amount of Pell grants awarded to Group 1 students. Do not include any other type of federal grant aid (e.g., Academic Competitiveness Grants).

Column 4. The average amount of Pell grants awarded to Group 1 students is calculated for you.

03.

Federal student loans

Column 1. Report the number of Group 1 students who were awarded federal loans to students. Do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).

Column 2. The percentage of Group 1 students who were awarded federal student loans is calculated for you.

Column 3. Report the total dollar amount of federal student loans awarded to Group 1 students. Do not include any other type of federal loans (e.g., PLUS loans, which are made to the parent of a student).

Column 4. The average amount of federal student loans awarded to students in Group 1 is calculated for you.

       

 

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Part C, Page 1 - Enter Financial Aid About Group 2

This part is intended to collect information about the number of Group 2 students who may be paying different tuition rates. Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior Fall.

Data carried forward from Part A include the following:

Information from Part A:

Prior Fall

Group 2

Full-time, first-time degree/certificate-seeking undergraduates

(This number is carried forward from Part A, Line 02)

Carried forward from Part A

Instructions:

In the fields provided, report the number of Group 2 students paying in-district, in-state, and out-of-state tuition rates.

Item

Description

01.

01a.

Group 2 students paying in-district tuition rates

Column 1. Report the number of Group 2 students paying the in-district tuition rate.

Column 2. The percentage of Group 2 students paying the in-district tuition rate is calculated for you.

01b.

Group 2 students paying in-state tuition rates

Column 1. Report the number of Group 2 students paying the in-state tuition rate.

Column 2. The percentage of Group 2 students paying the in-state tuition rate is calculated for you.

01c.

Group 2 students paying out-of-state tuition rates

Column 1. Report the number of students in Group 2 paying the out-of-state tuition rate.

Column 2. The percentage of students in Group 2 paying the out-of-state tuition rate is calculated for you.

01d.

Unknown (calculated value)

Column 1. The number of students in Group 2 whose tuition rate is unknown is generated for you. This value is calculated using the following formula: [A02 – (C01a + C01b + C01c)].

Column 2. The percentage of students in Group 2 whose tuition rate is unknown is calculated for you.

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Part C, Page 2 - Enter Financial Aid About Group 2

This part is intended to collect information about the number of Group 2 students and the total amounts of aid they were awarded by different aid types. For academic reporters, Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior Fall. For program reporters, Group 2 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled any time during the prior academic year.

For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in This Period

·         Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior Fall (academic reporters) or any time during the prior academic year (program reporters)

· 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 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 the prior academic year

· For program reporters, this is the aid year period from July 1 through June 30.

Data carried forward from Part A include the following:

Information from Part A:

Prior Academic Year

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)

Carried forward from Part A

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)

Carried forward from Part A

Group 03

Of those in Group 2, those (enrolled in the largest program for program reporters) who paid the in-state or in-district tuition rate and were awarded grant or scholarship aid from the federal government, state/local government, or the institution

(This number is carried forward from Part A, Line 03)

Carried forward from Part A


Note:  Two aid categories in this section are further disaggregated into subcategories. Because students may be awarded more than one type of aid, the sum of the values you enter in the subcategories will not necessarily equal the value you enter in the aid category. However, the total number of students reported for the aid category cannot exceed the sum of subcategories. (For example, the number of students who were awarded federal grants cannot exceed the sum of the number of students who were awarded Pell grants and the number who were awarded other federal grants). In addition, the total number of students reported for an aid category must be at least as large as the largest of those reported in a subcategory.


Instructions:

In the fields provided, report the number of Group 2 students and the total amount of aid they were awarded for each type of aid.

Item

Description

01.

Grant or scholarship aid from the federal government, state/local government, and the institution

Column 1. Report the number of Group 2 students who were awarded one or more grants or scholarships from the federal government, state/local government, or the institution. If a student appears in more than one type of aid category in Lines 02 through 04, that student should only be counted once for Line 01. Do not include students who were awarded only grants or scholarships from private sources (e.g., Rotary Club Scholarship).

Column 2. The percentage of Group 2 students who were awarded one or more grants or scholarships from the federal government, state/local government, or the institution will be calculated for you.

Column 3. The total dollar amount for Line 01 will be calculated for you. This value is calculated using the following formula: [(Line 02, Column 3) + (Line 03, Column 3) + (Line 04, Column 3)].

Column 4. The average amount of grants or scholarships from the federal government, state/local government, or the institution awarded to Group 2 students will be calculated for you.


02.

Federal grants


This aid category is disaggregated into the following two subcategories: Pell grants and other federal grants.


Column 1. Report the number of Group 2 students who were awarded one or more grants from the federal government. This includes Pell grants and other federal grants. If a student appears in more than one type of aid category in Lines 02a or 02b, that student should only be counted once for Line 02. Note that this number should be at least as large as the largest number reported in Line 02a, Column 1 or Line 02b, Column 1. In addition, this number cannot exceed the sum of [(Line 02a, Column 1) + (Line 02b, Column 1)].

Column 2. The percentage of Group 2 students who were awarded one or more grants from the federal government will be calculated for you.

Column 3. The total dollar amount for Line 02 will be calculated for you. This value is calculated using the following formula: [(Line 02a, Column 3) + (Line 02b, Column 3)].

Column 4. The average amount of grants from the federal government awarded to Group 2 students will be calculated for you.

02a.

Pell grants

Column 1. Report the number of Group 2 students who were awarded a Pell grant.

Column 2. The percentage of Group 2 students who were awarded a Pell grant will be calculated for you.

Column 3. Report the total dollar amount of all Pell grants awarded to Group 2 students.

Column 4. The average amount of Pell grants awarded to Group 2 students will be calculated for you.

02b.

Other federal grants

Column 1. Report the number of Group 2 students who were awarded other federal grants. Other federal grants include Title IV grant aid other than a Pell grant.

Column 2. The percentage of students Group 2 students who were awarded other federal grants will be calculated for you.

Column 3. Report the total dollar amount of all other federal grants awarded to Group 2 students.

Column 4. The average amount of other federal grants awarded to Group 2 students will be calculated for you.

03.

State/local government grants or scholarships (grants/scholarships/waivers)

Column 1. Report the number of Group 2 students who were awarded grant or scholarship aid from a state/local government. This includes grants, scholarships, or waivers funded by a state or local government. Do not include any other types of grants.

Column 2. The percentage of Group 2 students who were awarded grants or scholarships from a state/local government will be calculated for you.

Column 3. Report the total dollar amount of all grants or scholarships from a state/local government awarded to Group 2 students.

Column 4. The average amount of grants or scholarships from a state/local government awarded to Group 2 students will be calculated for you.

04.

Institutional grants or scholarships (scholarships/fellowships)

Column 1. Report the number of Group 2 students who were awarded grant or scholarship aid from the institution. This includes grants, scholarships, or fellowships funded by the institution. Do not include any other types of grants.

Column 2. The percentage of Group 2 students who were awarded grants or scholarships from the institution will be calculated for you.

Column 3. Report the total dollar amount of all grants or scholarships from the institution awarded to Group 2 students.

Column 4. The average amount of grants or scholarships from the institution awarded to Group 2 students will be calculated for you.

05.

Loans to students

This aid category is disaggregated into the following two subcategories: federal loans and other loans.

Column 1. Report the number of Group 2 students who were awarded one or more loans to students. This includes loans from the federal government and from other sources (including private lenders). If a student appears in more than one type of loan category in Lines 05a or 05b, that student should only be counted once for Line 05. Note that this number should be at least as large as the largest number reported in Line 05a, Column 1 or Line 05b, Column 1. In addition, this number cannot exceed the sum of [(Line 05a, Column 1) + (Line 05b, Column 1)].

Column 2. The percentage of Group 2 students who were awarded one or more loans to students will be calculated for you.

Column 3. The total dollar amount for Line 05 will be calculated for you. This value is calculated using the following formula: [(Line 05a, Column 3) + (Line 05b, Column 3)].

Column 4. The average amount of loans to students awarded to Group 2 students will be calculated for you.

05a.

Federal loans

Column 1. Report the number of Group 2 students who were awarded one or more loans to students from the federal government. Do not include loans to others (e.g., PLUS loans to parents) and do not include any other type of grant or loan aid.

Column 2. The percentage of Group 2 students who were awarded one or more loans to students from the federal government will be calculated for you.

Column 3. Report the total dollar amount of all loans to students from the federal government awarded to Group 2 students.

Column 4. The average amount of loans to students from the federal government awarded to Group 2 students will be calculated for you.

05b.

Other loans

Column 1. Report the number of Group 2 students who were awarded one or more loans to students from sources other than the federal government. This includes private loans to students. Do not include loans to others (e.g., loans to parents).

Column 2. The percentage of Group 2 students who were awarded one or more loans to students from sources other than the federal government will be calculated for you.

Column 3. Report the total dollar amount of all loans to students from sources other than the federal government awarded to Group 2 students.

Column 4. The average amount of loans to students from sources other than the federal government awarded to Group 2 students will be calculated for you.



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Cost of Attendance Revision

If you made errors in the prior year reporting of cost of attendance in the IC component, you can make changes in the SFA component. However, there are no prior year revisions for the SFA component. Please refer to the instructions on reporting cost of attendance in the IC component.


Part D - Enter Financial Aid About Group 3

This part is intended to collect information used to estimate the average net price for Group 3 students in Part F.

Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who paid the in-state or in-district tuition rate and were awarded grant or scholarship aid from the following sources: federal government, state/local government, or the institution. Students who were awarded only grant or scholarship aid from private or other sources, or students who were awarded only non-grant aid should not be included in this group.

For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in this Period

· Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior fall 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 the prior academic year


Information from Part A:

YOUR PRIOR
YEAR DATA

YOUR PRIOR
YEAR DATA

 

 

2015-16

2016-17

2017-18

Group 3

Full-time, first-time degree/certificate-seeking undergraduate students who paid the in-state or in-district tuition rate and were awarded grant or scholarship aid from the federal government, state/local government, or the institution

(This number is carried forward from Part A, Line 03)

Pre-loaded

Pre-loaded

Carried forward from Part A

In this part, you will be asked to report living arrangement information for Group 3 students. The living arrangement categories used in this component are the same categories used to describe living arrangements for Federal Student Aid purposes. Students indicate their intended living arrangement on the Free Application for Federal Student Aid (FAFSA).

Institutions should use the most recently available information regarding student living arrangements. For example, a student may have indicated on her or his FAFSA or an institutional financial aid application that she or he planned to live at home with family. But when the student enrolled, she or he decided to live on campus. Although the student may not have modified the FAFSA to reflect the updated living arrangement, the institution may have more recent information in its financial aid system indicating that the student lived on campus according to the most recent aid package for that student during the financial aid year. In this case, the institution should classify this student as an on-campus student.

A student should be counted in only one category—the one that the institution used most recently to develop or modify that student’s financial aid package. If a student in this group did not complete the FAFSA, that student may appear as having an unknown living arrangement in Line 01d. However, if the institution knows the living arrangement for the student, then the student should be reported in the appropriate category.

Instructions:

In the fields provided, 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.

Item

Description

01.

Report the number of Group 3 students with the following living arrangements.

01a.

On-campus. Report the number of Group 3 students who lived on-campus.

01b.

Off-campus (with family). Report the number of Group 3 students who lived off-campus with their parents or guardians.

01c.

Off-campus (not with family). Report the number of Group 3 students who lived off-campus not with their parents or guardians.

01d.

Unknown (calculated). This value is calculated using the following formula: [A03 – (D01a + D01b + D01c)], where A03 is the number of Group 3 students that you entered in Part A, Line 03. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.

02.

Report the total amount of grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students

Report the total dollar amount of grants and scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students. Exclude grant or scholarship aid from private sources (e.g., Rotary Club Scholarship) and exclude all loan aid.

03.

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students

The average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students will be calculated for you. This value is calculated using the following formula: [D02/A03]. This amount will be used in Part F to calculate net price.

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Part E - Enter Financial Aid About Group 4

This part is intended to collect information used to estimate the average net price for Group 4 students in Part G.

Group 4 students are full-time, first-time degree/certificate-seeking undergraduates enrolled in the prior fall who paid the in-state or in-district tuition rate and were awarded any Title IV federal student aid (i.e., students who were awarded federal grant aid or who were awarded federal work study or federal student loans).

Title IV federal student aid includes the following:

  • Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG), Academic Competitiveness Grant (ACG), National Science and Mathematics Access to Retain Talent Grant (National SMART Grant), Teacher Education Assistance for College and Higher Education (TEACH) Grant
  • Federal Work Study
  • Federal Perkins Loan, Subsidized Direct or FFEL Stafford Loan, and Unsubsidized Direct or FFEL Stafford Loan

For this part, report:

For These Students

The Following Type(s) of Aid

Awarded in this Period

· Full-time, first-time, degree/certificate-seeking undergraduate students enrolled in the prior fall 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 the prior academic year

Data carried forward from Part A include the following:

Information from Part A:

YOUR PRIOR
YEAR DATA

YOUR PRIOR
YEAR DATA

 

 

2015-16

2016-17

2017-18

Group 4

Full-time, first-time degree/certificate-seeking undergraduate students who paid the in-state or in-district tuition rate and were awarded any Title IV federal student aid

(This number is carried forward from Part A, Line 04)

Pre-loaded

Pre-loaded

Carried forward from Part A

Notes: In this part, you will be asked to report living arrangement information for Group 4 students. The living arrangement categories used in this component are the same categories used to describe living arrangements for Federal Student Aid purposes. Students indicate their intended living arrangement on the Free Application for Federal Student Aid (FAFSA).

Institutions should use the most recently available information regarding student living arrangements. For example, a student may have indicated on her or his FAFSA or an institutional financial aid application that she or he planned to live at home with family. But when the student enrolled she or he decided to live on campus. Although the student may not have modified the FAFSA to reflect the updated living arrangement, the institution may have more recent information in its financial aid system indicating that the student lived on campus according to the most recent aid package for that student during the financial aid year. In this case, the institution should classify this student as an on-campus student.

A student should be counted in only one category—the one that the institution used most recently to develop or modify that student’s financial aid package. If a student in this group did not complete the FAFSA, that student may appear as having an unknown living arrangement in Line 01d. However, if the institution knows the living arrangement for the student, then the student should be reported in the appropriate category.

In this part, you will also be asked to report the number of students in Group 4 and the total amount of grant or scholarship aid they were awarded by income level. To determine the income level of the student, use the income that was used by the institution’s financial aid office to determine the student’s Expected Family Contribution (EFC). For dependent students this will include the parents’ adjusted gross income and the student’s adjusted gross income. For independent students this will include the student’s adjusted gross income.

Instructions:

In the fields provided, report the number of Group 4 students with each type of living arrangement.

Item

Description

01.

Report the number of Group 4 students with the following living arrangements.

01a.

On-campus. Report the number of Group 4 students who lived on-campus.

01b.

Off-campus (with family). Report the number of Group 4 students who lived off-campus with their parents or guardians.

01c.

Off-campus (not with family). Report the number of Group 4 students who lived off-campus not with their parents or guardians.

01d.

Unknown (calculated). This value is calculated using the following formula: [A04 – (E01a + E01b + E01c)], where A04 is the number of Group 4 students that you entered in Part A, Line 04. Note that this number should be a small percentage of the total number of students in a given year because institutions should have this information available for all students that completed the FAFSA as well as other information they have in their financial aid data systems.

In the fields provided, report the number of Group 4 students who were awarded any Title IV aid (column 1); the number of Group 4 students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution (column 2); 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 (column 3).

Item

Description

02.

02a.

$0–30,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.

02b.

$30,001–48,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.

02c.

$48,001–75,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.

02d.

$75,001–110,000

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.

02e.

$110,001 and more

Column 1. Report the number of Group 4 students in this income level who were awarded any Title IV aid.

Column 2. Report the number of Group 4 students in this income level who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution.

Column 3. Report the total amount of grant or scholarship aid awarded to Group 4 students in this income level from the following sources: federal government, state/local government, or the institution.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students in this income level from the federal government, state/local government, or the institution will be calculated for you.

02f.

Total all income levels

Column 1. The total number of Group 4 students who were awarded any Title IV aid will be calculated for you.

Column 2. The total number of Group 4 students who were awarded any grant or scholarship aid from the federal government, state/local government, or the institution will be calculated for you.

Column 3. The total amount of grant or scholarship aid awarded to Group 4 students from the federal government, state/local government, or the institution will be calculated for you.

Column 4. The average dollar amount of grant or scholarship aid awarded to Group 4 students from the federal government, state/local government, or the institution will be calculated for you.

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Part F - Net Price Calculation for Group 3

This part is intended to summarize the information used to estimate the average net price for Group 3 students.

Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded grant or scholarship aid from the following sources: the federal government, state/local government, or the institution. For public institutions, Group 3 includes only those students who paid the in-state or in-district tuition rate.

As required by the HEA, as amended (2008), the average net price for Group 3 students will be posted on College Navigator. In addition, the average net price calculated for this group will be used in the U.S. Department of Education's College Affordability and Transparency lists.

The components used to estimate the average net price include the average total cost of attendance and the average grant or scholarship aid awarded to Group 3 students. The total cost of attendance is the sum of published tuition and required fees (Line 01), books and supplies (Line 02) and the weighted average by living arrangement for room and board and other expenses (Line 05). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.

The source or calculation for each line is described here.

Item

Description


01.

Published tuition and required fees (lower of in-state or in-district at public institutions)

The published tuition and required fees (lower of in-state or in-district at public institutions) are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


02.

Books and supplies

The cost for books and supplies are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


03.

Room and board and other expenses by living arrangement

The cost for room and board and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


04.

Number of Group 3 students by living arrangement

These numbers are carried forward from Part D, Lines 01a through 01d.


05.

Weighted average by living arrangement (excluding unknown values) for room and board and other expenses

This value is generated by determining the average room and board and other expenses (Lines 03a through 03c) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula:

Line 05 = [(Line 03a*(Line 04a/(Line 04a+Line 04b+Line 04c))] + [Line 03b*(Line 04b/(Line 04a+Line 04b+Line 04c))] + [Line 03c*(Line 04c/(Line 04a+Line 04b+Line 04c))]


06.

Total cost of attendance

This value is calculated using the following formula: Line 01 + Line 02 + Line 05.


07.

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 3 students

This value is carried forward from Part D, Line 04.


08.

Average institutional net price for Group 3 students 

The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded grant or scholarship aid from the federal government, state/local government, or the institution is calculated for you. This value is calculated using the following formula: Line 06 – Line 07. The average net price for Group 3 students will be posted on College Navigator and used in the U.S. Department of Education's College Affordability and Transparency lists.




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Part G - Net Price Calculation for Group 4

This part is intended to summarize the information used to estimate the average net price for Group 4 students.

Group 4 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded Title IV federal student aid. For public institutions, Group 4 includes only those students who paid the in-state or in-district tuition rate.

As required by the HEA, as amended (2008), the average net price for Group 4 students will be posted on College Navigator.

The components used to estimate the average net price include the average total cost of attendance and the average grant or scholarship aid awarded to Group 4 students. The total cost of attendance is the sum of published tuition and required fees (Line 01), books and supplies (Line 02) and the weighted average by living arrangement for room and board and other expenses (Line 05). Information about cost of attendance is carried forward from data that your institution reported in the Institutional Characteristics component of IPEDS. If you did not enter this information and have questions about the values entered here, contact your institution’s IPEDS Keyholder.

The source or calculation for each line is described here.

Item

Description


01.

Published tuition and required fees (lower of in-state or in-district at public institutions)

The published tuition and required fees (lower of in-state or in-district at public institutions) are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


02.

Books and supplies

The cost for books and supplies are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


03.

Room and board and other expenses by living arrangement

The cost for room and board and other expenses by living arrangement are carried forward from data that your institution reported on the IPEDS Institutional Characteristics component, Part D - Student Charges, Cost of Attendance.


04.

Number of Group 4 students by living arrangement


These numbers are carried forward from Part E, Lines 01a through 01d.


05.

Weighted average by living arrangement (excluding unknown values) for room and board and other expenses

This value is generated by determining the average room and board and other expenses (Lines 03a through 03c) weighted by student living arrangement (excluding students in the unknown category). This value is calculated using the following formula: Line 05 = [Line 03a*(Line 04a/(Line 04a+Line 04b+Line 04c))]+[Line 03b*(Line 04b/(Line 04a+Line 04b+Line 04c))]+[Line 03c*(Line 04c/(Line 04a+Line 04b+Line 04c))]


06.

Total cost of attendance

This value is calculated using the following formula: Line 01 + Line 02 + Line 05.


07.

Average grant or scholarship aid from the federal government, state/local government, or the institution awarded to Group 4 students


These values are carried forward from Part E, Line 04, Column 4 for each income level.


08.

Average institutional net price for Group 4 students


The average institutional net price for full-time, first-time degree/certificate-seeking undergraduate students enrolled in the prior fall who were awarded Title IV federal student aid is calculated for you. These values are calculated for each income level using the following formula: Line 06 – Line 07. The average net price for Group 4 students by income level will be posted on College Navigator.




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Section 2. Military Servicemembers and Veteran Students with Benefits


Purpose of Component

The purpose of the Student Financial Aid (SFA) component is to collect information about the financial aid provided to various groups of undergraduates in order to meet requirements of the Higher Education Act of 1965, as amended. Starting in the 2014-15 data collection year, SFA has expanded to collect information on the federal dollars supporting military servicemember and veteran undergraduate and graduate students.

As presented in the Technical Review Panel Report #36 (March 2012), the increase in beneficiaries and federal dollars has led to an increased demand for information to help prospective students decide where to use their educational benefits, researchers to study the impact of the programs on college outcomes, and policymakers to assess the effectiveness of benefits programs and return on investment.

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Who Must Report

All registered IPEDS institutions that educate military servicemembers, veterans, or eligible dependents receiving any Tuition Assistance Program or Post-9/11 GI Bill benefits. Report only those that RECEIVED the benefit(s).

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Changes in Reporting

There were no changes implemented for the 2018-19 data collection period.

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General Instructions

What You Will Need

If you are unfamiliar with these educational benefits, a general synopsis of each program is found below. 

1. Post-9/11 GI Bill

  • Effective August 1, 2009, benefit provides payment of tuition and fees, monthly housing allowance, and books and supplies stipend.
  • Tuition and fees are paid directly to the institution on behalf the students; thus, institutions should know which students have Post-9/11 GI Bill benefits and the amount of benefits received at the institution.
  • Educational benefits can be transferred to a dependent.
  • Program expanded in 2011 to cover non-degree-granting programs, apprenticeships/on-the-job training programs, flight training programs, and training correspondence.
  • The Yellow Ribbon program through the Post-9/11 GI Bill is an institutional aid matching program only for tuition and fees for students attending participating institutions.
  • For more information, visit the Department of Veteran Affairs, Post-9/11 GI Bill Benefits website http://www.benefits.va.gov/gibill/post911_gibill.asp

2. Department of Defense Tuition Assistance

  • For active duty servicemembers, reservists called to active duty, and their spouses.
  • Educational payments cover only tuition and fees and are made directly to the institution.
  • GI Bill benefits can be used to supplement costs not covered by this program.
  • For more information, visit the Department of Defense Tuition Assistance Program website http://www.dodmou.com/

Consult and verify the data with your institutional representative who certifies these benefits. This individual or office may not be in the student financial aid office.

About the Data

The Post-9/11 GI Bill and Tuition Assistance programs may only highlight two of many educational benefits provided to military servicemembers and veterans. However, from a national perspective, Post-9/11 GI Bill and Tuition Assistance programs are more likely to be found across over 7,500 IPEDS institutions.


For Yellow Ribbon participating institutions, the institutional aid provided through the Post-9/11 GI Bill Yellow Ribbon matching program should NOT be included in the Post-9/11 GI Bill’s Total dollar amount of benefits/assistance awarded through the institution.

Context Boxes

Optional context boxes throughout the component allow institutions to provide more information regarding reported data. Note that the information in these context boxes may be posted on the U.S. Department of Education’s College Navigator website. NCES will review entries in these context boxes for applicability and appropriateness before posting them on College Navigator. However, institutions should ensure that entries in these context boxes are free from grammatical and spelling errors and are written so they can be understood by students and parents.

Interactive Edits

This component 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 (877) 225-2568 or ipedshelp@rti.org for resolution.

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Coverage

Reporting Period

The data reported for the Post-9/11 GI Bill benefit questions should be for the prior academic year, from July 1 to June 30. For example, for the 2018-19 data collection year, the data reported will be July 1, 2017-June 30, 2018.

The data reported for the Department of Defense Tuition Assistance Program questions should be for the prior academic year, from October 1 to September 30. For example, for the 2018-19 data collection year, the data reported will be October 1, 2017-September 30, 2018.

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Detailed Instruction

This section provides line-by-line instructions for the Military Servicemember and Veteran Benefits questions.

For the Post-9/11 GI Bill benefit, please provide in the first column the number of students receiving the benefit during the July 1-June 30 reporting period (see coverage above). In the second column, provide the total dollar amount for each benefit during the same reporting period.

For the Department of Defense Tuition Assistance Program benefit, please provide in the first column the number of students receiving the benefit during the October 1-September 30 reporting period (see coverage above). In the second column, provide the total dollar amount for each benefit during the same reporting period.

If your institution did not have any student beneficiaries for one of the benefit programs, enter a zero (0) in the cell. In other words, do NOT leave the cell blank for a program that did not have any beneficiaries.

For Yellow Ribbon participating institutions, the institutional aid provided through the Post-9/11 GI Bill Yellow Ribbon matching program should NOT be included in the Post-9/11 GI Bill’s Total dollar amount of benefits/assistance awarded through the institution.  

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Glossary date: 3/19/2019
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 or postsecondary formal award 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.
Integrated Postsecondary Education Data System (IPEDS) The Integrated Postsecondary Education Data System (IPEDS), conducted by the NCES, began in 1986 and involves annual institution-level data collections. All postsecondary institutions that have a Program Participation Agreement with the Office of Postsecondary Education (OPE), U.S. Department of Education (throughout IPEDS referred to as "Title IV") are required to report data using a web-based data collection system. IPEDS currently consists of the following components: Institutional Characteristics (IC); 12-month Enrollment (E12);Completions (C); Admissions (ADM); Student Financial Aid (SFA); Human Resources (HR) composed of Employees by Assigned Position, Fall Staff, and Salaries; Fall Enrollment (EF); Graduation Rates (GR); Outcome Measures (OM); Finance (F); and Academic Libraries (AL).
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.
Military Tuition Assistance Program (TAP) A program that funds up to 100% of an eligible servicemember's college tuition and course-specific fees. Available only to eligible servicemembers who are currently in active service as long as criteria limits are not exceeded and students are enrolled off-duty in an U.S. Department of Education accredited post-secondary institution. This military benefit is paid directly to the postsecondary institution by the individual's Armed service.
Net price The Higher Education Act, as amended (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.
Post 9/11 GI Bill A federal education benefit program for veterans, who served on active duty after September 10, 2001. This Department of Veteran Affairs benefit provides up to 36 months of education benefits at an approved institution for the following college costs: tuition and fees, books and supplies, and housing. The tuition and fees payment, which is the cost for an in-state student attending a public institution, is made directly to the postsecondary institution whereas payments for books and supplies and housing are sent directly to the student.
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 )
Title IV institution An institution that has a written agreement with the Secretary of Education that allows the institution to participate in any of the Title IV federal student financial assistance programs (other than the State Student Incentive Grant (SSIG) and the National Early Intervention Scholarship and Partnership (NEISP) programs).
Transfer of Entitlement Option A program through which any unused Post 9/11 GI Bill may be transferred to a spouse or dependent(s) as long as servicemembers or veterans meet the additional Department of Veterans Affairs criteria. Only Department of Defense (DoD) can approve transfer of benefits requests.
Yellow Ribbon Program A voluntary program through which participating public and private institutions can provide veterans and eligible beneficiaries additional institutional aid to cover the costs of tuition and fees at their institutions. The Yellow Ribbon Program is a supplementary program to the Post 9/11 GI Bill coverage of in-state tuition and fees. The Department of Veterans Affairs matches the institutional aid provided beyond the in-state tuition and fees, but up to a certain limit each year.

 
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