Successfully Submitting the CA Dream Application & Implementation at CA Public Universities

Successfully Submitting the

CA Dream Application&

Implementation at CA Public Universities

Today’s AGENDAToday’s AGENDA

Overview of CA Dream Application

Questions & Answers Regarding Implementation of CA Dream Act with UC, CSU, CCC & CSAC

Dream Application Dream Application OverviewOverview

Presentation Created By:Nancy Jodaitis

Financial Aid CounselorAB 540 Advisor

Dream Act CoordinatorSan Francisco State University

&E4FC Educator Action Group

Question & Answers with Question & Answers with CA Dream Application PanelCA Dream Application Panel

[Enter Presenter’s name here]

Workshop OverviewWorkshop OverviewKEY POINTS to REMEMBEROVERVIEW of the ApplicationWHEN & HOW to ApplyWHO Should Fill Out ApplicationPARENTAL Information Needed?Highlighting SPECIFIC Problem AreasSuccessfully SUBMITTING Dream AppRESOURCES Available

Dream Act Aid is not Deferred Dream Act Aid is not Deferred Action (DACA)Action (DACA)

6

CA Dream Act of 2011 CA Dream Act of 2011 OverviewOverview

7

3

Changes for 2014-15 Changes for 2014-15 ApplicationApplicationNew Look & Format is User-Friendly1st Question: DREAM App & DACAIndividual Sections by TabsContains Skip Logic and Pop-Ups Timer Reminds Students to Save AppIdentifies Dependent & IndependentConfirmation Page Easier to Access

Overview of CA Dream Overview of CA Dream ApplicationApplication

Instructions: Dream Application or FAFSA?A. Student QuestionsB. Dependency DeterminationC. Parent Questions & Income (If required)D. SignatureE. Confirmation PageF. CalSAR (Cal Student Aid Report)

The The deadline is deadline is

MARCH 2MARCH 2NDND ! !*!*!*!*!

REALLY!

On-Line Application On-Line Application AVAILABLEAVAILABLE

www.caldreamact.orgJanuary 6, 2014 to

March 2, 2014(Priority filing period)

Paper application is also available, online recommended.

Online Application is MUCH Online Application is MUCH FASTER!FASTER!

Who Can Fill out Dream Who Can Fill out Dream App?App?

ONLY AB 540 Students & U-VisaHolders should fill out the Dream Application

Citizens & Legal Perm Citizens & Legal Perm Residents= FAFSAResidents= FAFSA

Eligible Non-Citizens & T Visa Eligible Non-Citizens & T Visa = FAFSA= FAFSA

14-15 Application ASKS 14-15 Application ASKS about DACAabout DACA

Dream App Identifies Dream App Identifies Eligibility CriteriaEligibility Criteria

Checks up front whether DREAM or FAFSA should be used.

Reiterates Need to qualify for AB 540 criteria to meet DREAM eligibility.

AB 540 Students AB 540 Students QualificationsQualifications

Must be classified as AB 540 Student by CSU, UC or CCC

This means student must:◦File non-resident tuition exemption

affidavit AND

◦Present official high school transcripts three years & graduation at CA High School

◦Receive confirmation that they have been classified as an AB 540 student

Citizenship Status for Citizenship Status for Dream App Dream App

MUST CHOOSE:Not a citizen or eligible noncitizen

20

FAFSA DREAM

Documents Needed to Complete Documents Needed to Complete

2014-15 CA Dream Application2014-15 CA Dream ApplicationW-2 forms and other 2013 records of income 2013 Income Tax Return (s)

(if student or parents have one) Records of child support paid (if applicable) Records of student scholarships included in

student or parents’ taxes (if applicable) Current investment records Current business and farm records

(if over 100 employees)Current bank statements (if applicable)

Parental Information & Parental Information & SignatureSignatureRequired UNLESS Student Is: Required UNLESS Student Is:

Born Before 1/1/91MarriedHas dependent children OR dependents

(other than spouse) for whom they provide more than 50% of their support

Attending Graduate SchoolActive in Armed Forces or VeteranCourt Certified Minor in the United States

(Legal Guardianship, Foster Care, etc.)

Must be Verified by Court Must be Verified by Court in USin US

Foster Care or Ward of CourtEmancipated Minor

Legal GuardianshipUnaccompanied Youth who was

Homeless◦ (emergency & shelter homeless or transitional housing)

Parental Information Parental Information RequiredRequired

Biological or Adoptive Parents ONLY

NOTGrandmothers, Uncles, Brothers, Sisters, ETC.

Unless it would cause physical or emotional harm to contact parents….

Then write letter explaining situation & contact school regarding Dependency Override

Parents Living in Other Parents Living in Other CountriesCountriesFill out application on-line if they

have access to the internetWork with student to complete on-

line application via phone or mailIndicate foreign taxes & convert to

$$Submit with P.I.N. if possible. If not,

student can send signature page to parent and have them return to CSAC PRIOR to March 2nd

Documents Needed to Complete Documents Needed to Complete

CA Dream ApplicationCA Dream ApplicationW-2 forms and other 2012 records of income (if student or parents have any) 2012 Income Tax Return (s)

(if student or parents have one) Records of child support paid (if applicable) Records of student scholarships included in

student or parents’ taxes (if applicable) Current investment records Current business and farm records

(if over 100 employees)Current bank statements (if applicable)

Household IncomeHousehold IncomeStudent must report income and any cash

support given by relatives except food & housing

If student is under 24 years old, their parents must also report their income and any cash support given by relatives except food & housing (Unless married, have children, graduate student, etc.)

Verification of Household Verification of Household IncomeIncome

Some students may have to verify household income.

If student or parent meet income guidelines, they might be required to present an IRS tax return transcript and/or W2 or 1099 Forms.

Student & Parent can file taxes using ITIN or SSN at ww.irs.gov

Again… the Again… the deadline is deadline is

MARCH 2MARCH 2NDND ! !*!*!*!*!

REALLY!

Don’t Wait ~ ESTIMATE!!Don’t Wait ~ ESTIMATE!!If taxes aren’t filed in January or February,

MEET THE MARCH 2ND DEADLINE by answering: □ Will File Taxes

□ Already Filed Taxes□ Not Required to File Taxes

After taxes are filed, go to caldreamact.org and update from ‘Will File’ to ‘Already Filed’

Input actual numbers from 1040 forms

AB 131 CA State Financial Aid Programs

for UNDERGRADUATE STUDENTSCalifornia State GRANTS:

Financial aid that does not have to be repaid.

University Grants(UC, CSU, CCC)

Varies by school(Usually covers state fees)

2014-2015 ACADEMIC YEAR

Cal Grant A $5,472- $12,192Cal Grant B $6,945- $13,665Cal Grant C Vocational programs onlyEOP Grant $100 - $1,000

University of California Undergraduate

AB 130/131 Financial Aid ProgramsGrants and Scholarships

Financial aid that does not have to be repaid. University Grants

Cost of Attendance less “self-help” expectation

Scholarships

Criteria Vary by CampusLoans and Work-StudyFinancial aid that has to be earned or repaidUniversity Work-Study

Students with permission to work in the US through DACA. Up to $4000 by campus.

Loans A limited number of campuses offer University Loans

AB 130/131 CA State Financial Aid Programs

for GRADUATE STUDENTSCalifornia State GRANTS:

Financial aid that does not have to be repaid.

AB 130 Departmental Funds Available

Amounts & Availability Varies per Campus/Dept. at CSU or UC

AB 131 University Grants

Usually Covers State Fees

CSU – State U Grant

$2,437 (PT) $3,369 (FT)

UC Grant Undergrad ONLYCal Grants Undergrad ONLYEOP Grant Undergrad ONLY

Applying for Cal Grant 13-Applying for Cal Grant 13-1414

Submit California Dream Application AND

Non-SSN Cal Grant GPA Verification Form

BY MARCH 2, 2013

ANY Information MAILED ANY Information MAILED to CSACto CSAC

POSTMARKED by deadline date

California Student Aid Commission

P.O. Box 419077 Rancho Cordova,

Calfornia 95471-9077

Be Sure to get a CERTIFICATE of MAILING from U.S. Post Office to prove you mailed information by deadline date.

Cost: $1.15

For CAL GRANTS:For CAL GRANTS:www.csac.ca.gov

Create an account at Create an account at WebGrants4Students WebGrants4Students

DREAM ID Needed to check status DREAM ID Needed to check status

Check your CAL Grant Check your CAL Grant status and Make SURE the status and Make SURE the

Proper School is ListedProper School is Listed

BOGG Fee Waiver at CCCsBOGG Fee Waiver at CCCsStandard BOGG

Fee Waiver Application for AB 540 students

Per Each CCC, Use asStand Alone or In Conjunction with CSAC Dream Application

Selective Service Selective Service RegistrationRegistration

Male between the ages of 18 to 25 years MUST register with selective service to meet eligibility requirements.

Over 26 must document inability to register, send letter explaining why didn’t register

Get more info at www.sss.gov

Students should register via mailing Students should register via mailing in in a selective service registration a selective service registration postcardpostcard www.caldreamact.org or U.S. Post or U.S. Post Office Office

Successfully Submitting Successfully Submitting ApplicationApplication

STUDENT chooses their User ID and password. This will substitute as their P.I.N. (personal id) to sign the application.

PARENT chooses “Add Parent Signature”, and has student sign into their account. Parent puts in parent name, birthdate and wages to create PARENT PIN, which they use to sign application.

Use confirmation tab to confirm signature

Common Problems with Filling Common Problems with Filling Out Application or Receiving Out Application or Receiving

DREAM FundsDREAM Funds

Student Name Doesn’t Match Missed Priority DeadlineParent Signature MISSINGLegal Guardianship not recognized in

USStudents not classified as AB 540 at

collegeForgot to Register for Selective Service

STUDENT IS RESPONSIBLE TO STUDENT IS RESPONSIBLE TO CHECK APPLICATION STATUS CHECK APPLICATION STATUS with CSAC & their Financial Aid with CSAC & their Financial Aid

OfficeOfficeCHECK DREAM Confirmation Page CHECK Financial Aid at All Schools

Is Financial Aid Office waiting for any documents from YOU??

CHECK email you used for applicationVISIT or Call the Office with

Questions~ BE PROACTIVE!

Where To Get INFO/HELP Where To Get INFO/HELP with CA Dream Application??with CA Dream Application??

CA Student Aid Commission www.csac.ca.org or 888-224-7268

CA Dream Application www.caldreamact.org

Financial Aid Office◦ Website, By Phone, Email, In-Person

RESOURCES AVAILABLE for RESOURCES AVAILABLE for Dream App Dream App

CA Dream Act Instructions

ww.caldreamact.org

Guidelines for 14-15 Dream Applicationwww.sfsu.edu/

~finaid/ab540

Guidelines for 14-15 Dream Guidelines for 14-15 Dream ApplicationApplication

Available On-Linewww.sfsu.edu/~finaid/ab540

AB 540 WEBSITE at SF STATEAB 540 WEBSITE at SF STATE

www.sfsu.edu/~finaid/Abwww.sfsu.edu/~finaid/Ab540540

UC Berkeley UC Berkeley undocu.berkeley.eduundocu.berkeley.edu

UC RESOURCES AVAILABLE for UC RESOURCES AVAILABLE for Dream App Dream App

University of California Information http://ucal.us/dream

Help from UC Berkeley http://students.berkeley.edu/finaid/undergraduates/types_dream.htm

and EMAIL: dream@berkeley.edu

Educators for Fair ConsiderationEducators for Fair Considerationwww.e4fc.orgwww.e4fc.org

Dream Act GuideFinancial Aid GuideScholarship ListsDACA InformationLegal Remedies Life After College

Guide

All free and downloadable

Make A Friend In Financial Make A Friend In Financial AIDAID

You Are Welcome to Contact:

Nancy JodaitisSan Francisco State University

415.338.6879nancyj@sfsu.edu

Any Any Questions?Questions?