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 private institutions reporting on a fall cohort (academic reporters)
Overview 
IPEDS Student Financial Aid Component Overview
Private 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 2015-16 data collection period.
 
   
 Data Reporting Reminders

Undergraduate Student Groups
You will be asked to report information for different groups of undergraduate students.
  • Group 1: All undergraduate students
  • Group 2: Of Group 1, full-time, first-time degree/certificate-seeking students
  • Group 3: Of Group 2, students who were awarded any grant/scholarship aid from the federal government, state/local government, or the institution
  • Group 4: Of Group 2, students who were awarded any Title IV federal student aid
SFA Overview
 
  COA Revisions
Revisions to Cost of Attendance 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 Center's lists
Net price amounts calculated in SFA will be used to populate the Department’s College Affordability and Transparency lists.

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

Context Boxes
You will find optional text boxes throughout SFA. Context boxes allow you to provide more information about the data you enter. Some of these context boxes may be made available to the public on College Navigator, so make sure that the entered information 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 2014YOUR PRIOR YEAR DATA
Fall 2013
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 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 who were awarded any Title IV federal student aid
   
 
Section 1: Part B 
Part B - Enter Information About Group 1
Part B includes information about Group 1. Group 1 students are all undergraduate students enrolled in Fall 2014.
For this part, report:
For These StudentsThe Following Type(s) of AidAwarded in This Period
  • All undergraduate students enrolled in Fall 2014
  • Grant or scholarship aid from the federal government
  • Grant or scholarship aid from state/local government
  • Grant or scholarship aid from the institution
  • Grant or scholarship aid from other sources known to the institution
  • Loans to students from the federal government
  • Any time during academic year 2014-15
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 2014
Group 1
All undergraduate students
(This number is carried forward from Part A, Line 01.)
  
 
Aid Type2014-15
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      
02Pell grants      
03Federal student loans      
These context notes may be posted on the College Navigator website. You may use the space below to provide context for data you've reported above. These context notes may be posted on the College Navigator website and should be written to be understood by students and parents.
 
 
Section 1: Part C 
Part C - 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 2014.
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 2014
  • Grant or scholarship aid from the federal government
  • Grant or scholarship aid from state/local government
  • Grant or scholarship aid from the institution
  • Loans to students from the federal government and from other sources, including private or other loans
  • Do not include grant or scholarship aid from private or other sources
  • Do not include PLUS loans or loans made to anyone other than the student
  • Any time during academic year 2014-15
  • For program reporters, this is the aid year period from July 1, 2014 through June 30, 2015.
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 2014
Group 2
Full-time, first-time degree/certificate-seeking undergraduates
(This number is carried forward from Part A, Line 02)
  
Group 2a
Of those in Group 2, those who were awarded any Federal Work Study, loans to students, or grant or scholarship aid from the federal government, state/local government, the institution, or other sources known to the institution
(This number is carried forward from Part A, Line 02a)
  
Group 2b
Of those in Group 2, those who were awarded any loans to students or grant or scholarship aid from the federal government, state/local government, or the institution
(This number is carried forward from Part A, Line 02b)
  
Group 3
Of those in Group 2, those who were awarded grant or scholarship aid from the federal government, state/local government, or the institution
  
Aid Type YOUR PRIOR YEAR DATA
Fall 2014Fall 2013
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 (grants/scholarships/waivers)        
 04Institutional grants or scholarships (scholarships/fellowships)
        
05Loans to students         
  05aFederal loans        
  05bOther loans (including private loans)        
These context notes may be posted on the College Navigator. You may use the space below to provide context for the data you've reported above. These context notes may be posted on the College Navigator website and should be written to be understood by students and parents. For example, institutions may report here other sources of private aid not included in the categories above.
 
 
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 are 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 
 
Data changed on this page cannot be saved and therefore will not be changed in the Prior Year system.
 
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 year2012-132013-142014-15
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
Part D includes financial aid information about Group 3. Group 3 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2014 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 2014 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 the federal government
  • Grant or scholarship aid from state/local government
  • Grant or scholarship aid from the institution
  • Do not include grant or scholarship aid from private or other sources
  • Any time during academic year 2014-15
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

2012-2013
YOUR PRIOR
YEAR DATA

2013-2014
2014-2015
Group 3
Full-time, first-time degree/certificate-seeking undergraduate students 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
 
2012-132013-142014-15
 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 awarded to Group 3 students from the following sources: the federal government, state/local government, or the institution       
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]
      
You may use the space below to provide context for the data you've reported above.
 
 
Section 1: Part E 
Part E – Enter Information about Group 4
Part E includes financial aid information about Group 4. Group 4 students are all full-time, first-time degree/certificate-seeking undergraduate students enrolled in Fall 2014 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 2014 who were awarded any Title IV federal student aid
  • Grant or scholarship aid from:
    • federal government
    • state/local government
    • institution
  • Do not include:
    • grant or scholarship aid from private or other sources
    • loan amounts
    • Federal Work Study amounts
  • Any time during academic year 2014-15
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:2012-132013-142014-15
Group 4
Full-time, first-time degree/certificate-seeking undergraduate students 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
 
2012-132013-142014-15
 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
 2012-13
 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        
 2013-14
 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        
 2014-15
 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        
You may use the space below to provide context for the data you've reported above.
 
 
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
2014-15
2012-132013-14
 Components of cost of attendance   
01Published tuition and required fees       
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 Opportunity Act of 2008, these amounts will be posted on the U.S. Department of Education’s College Navigator website and used in the U.S. Department of Education’s College Affordability and Transparency Lists.

Do you wish to provide additional context notes?
  No  Yes
These context notes may be posted on the College Navigator. You may use the space below to provide context for these data. These context notes may be posted on the College Navigator website and should be written to be understood by students and parents.
 
 
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
2014-15
2012-132013-14
 Components of cost of attendance   
01Published tuition and required fees       
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 Opportunity Act of 2008, these amounts will be posted on the U.S. Department of Education’s College Navigator website.

Do you wish to provide additional context notes?
  No  Yes
These context notes may be posted on the College Navigator. You may use the space below to provide context for these data. These context notes may be posted on the College Navigator website and should be written to be understood by students and parents.
 
 
Section 2: Military Servicemembers and Veteran's Benefits 
Section 2: Military Servicemembers and Veteran's Benefits
IMPORTANT NOTE: Report for Post-9/11 GI Bill Benefits: July 1, 2014 - June 30, 2015 and Report for Department of Defense Tuition Assistance Program: October 1, 2014 - September 30, 2015
 
  • 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.
Type of benefit/assistanceNumber of students
receiving benefits/assistance
Total dollar amount of
benefits/assistance awarded
through the institution
Average dollar amount of
benefits/assistance awarded
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      
 
 
 
No Instruction has been specified.
 
 
Glossary date: 9/30/2016
Term Definition
Federal grants (grants/educational assistance funds) Grants provided by federal agencies such as the U.S. Department of Education, including Title IV Pell Grants and Supplemental Educational Opportunity Grants (SEOG). Also includes need-based and merit-based educational assistance funds and training vouchers provided from other federal agencies and/or federally-sponsored educational benefits programs. (Used for reporting on the Student Financial Aid component)
Financial aid Federal Work Study, grants, loans to students (government and/or private), assistantships, scholarships, fellowships, tuition waivers, tuition discounts, employer aid (tuition reimbursement) and other monies (other than from relatives/friends) provided to students to meet expenses. This excludes loans to parents.
First-time student (undergraduate) A student who has no prior postsecondary experience (except as noted below) attending any institution for the first time at the undergraduate level. This includes students enrolled in academic or occupational programs. It also includes students enrolled in the fall term who attended college for the first time in the prior summer term, and students who entered with advanced standing (college credits earned before graduation from high school).
Full-time student Undergraduate: A student enrolled for 12 or more semester credits, or 12 or more quarter credits, or 24 or more contact hours a week each term. Graduate: A student enrolled for 9 or more semester credits, or 9 or more quarter credits, or a student involved in thesis or dissertation preparation that is considered full-time by the institution. Doctor's degree - Professional practice - as defined by the institution.
Institutional grants Scholarships and fellowships granted and funded by the institution and/or individual departments within the institution, (i.e., instruction, research, public service) that may contribute indirectly to the enhancement of these programs . Includes scholarships targeted to certain individuals (e.g., based on state of residence, major field of study, athletic team participation) for which the institution designates the recipient.
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 Opportunity Act of 2008 defines institutional net price as "the average yearly price actually charged to first-time, full-time undergraduate students receiving student aid at an institution of higher education after deducting such aid." In IPEDS, average institutional net price is generated by subtracting the average amount of federal, state/local government, or institutional grant and scholarship aid from the total cost of attendance. Total cost of attendance is the sum of published tuition and required fees (lower of in-district or in-state for public institutions), books and supplies, and the weighted average for room and board and other expenses. Cost of attendance data are collected in the Institutional Characteristics (IC) component of IPEDS, and financial aid data are collected in the Student Financial Aid (SFA) component of IPEDS.
Off-campus (not with family) A living arrangement in which a student does not live with the student's parents or legal guardians in any housing facility that is not owned or controlled by the educational institution.
Off-campus (with family) A living arrangement in which a student lives with the student's parents or legal guardians in any housing facility that is not owned or controlled by the educational institution.
On-campus housing Any residence hall or housing facility owned or controlled by an institution within the same reasonably contiguous geographic area and used by the institution in direct support of or in a manner related to, the institution's educational purposes.
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 to certain limit each year.

 
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