2024–25 FAFSA Roadmap | Knowledge Center (2024)

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Institutions and State Partners

Resource

Delivery Date

New Need Analysis Formula Tools

These tools will help financial aid administrators understand the difference between the Expected Family Contribution (EFC) and the new Student Aid Index (SAI), including a crosswalk, comparison case studies, and revised Federal Pell Grant look-up tables.

Spring 2023

Provisional Final FAFSA Institutional Student Information Record (ISIR) Layout

This near-final ISIR record layout will allow software developers to support institutions and states in determining eligibility for student aid.

April 2023

Policy Guidance

Official guidance documents will help ensure institutions are legally compliant in their implementation of the FAFSA Simplification Act and the FUTURE Act. The guidance will cover topics including Federal Pell Grants for incarcerated students, use of federal tax information, homeless youth determinations, verification, and FAFSA reporting requirements.

Spring 2023 through Winter 2024

FAFSA Specifications Guide

This multi-volume technical reference provides financial aid administrators and software vendors critical technical details for upcoming changes and software systems updates. The release schedule for each volume aligns with software development cycle needs with record layouts and edits in March/April, followed by processing details and testing in the following months.

  • Volumes 1–2 cover the summary of changes and implementation schedule of the FAFSA processing system.

  • Volumes 3–7 cover technical changes to the ISIR layouts including reject, comment, and processing codes.

  • Volumes 8–9 cover technical changes to agency matches, testing data, and the web demo system.

March 2023 – December 2023

Financial Aid Administrator Training

These webinars will provide detailed training about the changes to application, eligibility, and data use so aid administrators can counsel families and update compliance procedures. The training will include topics such as consent and federal tax information, old and new ISIR layouts, verification and professional judgment, the Student Aid Index deep dive, and the Federal Pell Grant formula and the phased implementation of the 2024-25 FAFSA process.

Summer 2023 – Winter 2024

Sample ISIR Datasets for Testing

Sample student records will be available for software developers to test their eligibility calculations.

October 2023 – December 2023

Final ISIR Layout

A final student record layout will be available for institutions and software providers to finalize their financial aid management systems.

October 2023

2024-25 FAFSA Updates Feature

This tool embedded into the Knowledge Center FAFSA Simplification Information page will provide regular updates on FAFSA development timing, webinars, and release of additional resources.

Beginning November 2023

Federal Student Aid Training Conference

Training conference topics will include a Federal Update, FAFSA Updates, Data Use and Considerations Under the FUTURE And FAFSA Simplification Act, Update on Prison Education Programs for Confined or Incarcerated Individuals, FAFSA Simplification: Application and Need Analysis, Calculating a Federal Pell Grant, and COD Updates.

November 28 - December 1, 2023

2024–25 FAFSA Form Available

By December 31, 2023

Monthly Q&A Webinars

FSA will conduct monthly webinars to answer frequently asked questions. Announcements will be posted on the Knowledge Center.

January – March 2024

2024-25 ISIR and FAFSA Submission Summaries Available

FSA will complete eligibility determination and begin transmitting Institutional Student Information Records (ISIRs) and FAFSA Submission Summaries to states, institutions, and applicants.

First Half of March 2024

2024-25 PDF FAFSA Processing and Institutional Corrections

FSA will begin processing PDF (paper) FAFSA forms and producing output documents including Institutional Student Information Records (ISIRs) and FAFSA Submission Summaries. Institutions will also be able to submit corrections to ISIRs via the FAFSA Partner Portal or their financial aid management systems.

FSA will provide regular status updates on the FAFSA Simplification Information Topics page on the Knowledge Center.

In the Weeks Following ISIR and FAFSA Submission Summary Availability

Counselors and Advocates

Resource

Delivery Date

Financial Aid Estimator and Preview Tools

Online tools for students and families will provide an early estimate of their Student Aid Index and potential eligibility, as well as visual previews of the 2024–25 FAFSA form.

Summer 2023

Counselor Training

Webinars and train-the-trainer sessions, offered in collaboration with college access organizations, will provide detailed training to counselors about the key changes in the application process and eligibility determination. This training will help counselors better support students and families.

Summer through Fall 2023

Fact Sheets

One-page resources for counselors about priority topics identified by college access professionals will include understanding the Student Aid Index, creating an FSA ID, assisting students with unusual circ*mstances, and use of federal tax information. Fact Sheets will be developed to address Frequently Asked Questions and support students and families during the phased implementation of the 2024-25 FAFSA process.

Summer 2023 through Winter 2024

2024-25 FAFSA Updates Feature

This tool embedded into the Knowledge Center FAFSA Simplification Information page will provide regular updates on FAFSA development timing, webinars and release of additional resources.

Beginning November 2023

Federal Student Aid Training Conference

Training conference topics will include a Federal Update, FAFSA Updates, Data Use and Considerations Under the FUTURE And FAFSA Simplification Act, Update on Prison Education Programs for Confined or Incarcerated Individuals, FAFSA Simplification: Application and Need Analysis, Calculating a Federal Pell Grant, and COD Updates.

November 28 - December 1, 2023

2024–25 FAFSA Form Available

By December 31, 2023

Monthly Webinars

FSA will conduct webinars to address frequently asked questions. Details for upcoming webinars will be shared via the Partner Email and Social Media Posts. Please sign up for Partner Emails: Partner Email Registration | Federal Student Aid

January – March 2024

2024-25 ISIR and FAFSA Submission Summaries Available

FSA will complete eligibility determination and begin transmitting Institutional Student Information Records (ISIRs) and FAFSA Submission Summaries to states, institutions, and applicants.

First Half of March 2024

2024-25 PDF FAFSA Processing and Institutional Corrections

FSA will begin processing PDF (paper) FAFSA forms and producing output documents including Institutional Student Information Records (ISIRs) and FAFSA Submission Summaries. Institutions will also be able to submit corrections to ISIRs via the FAFSA Partner Portal or their financial aid management systems.

FSA will provide regular status updates on the FAFSA Simplification Information Topics page on the Knowledge Center.

In the Weeks Following ISIR and FAFSA Submission Summary Availability

Students and Families

Resource

Delivery Date

Preparing for 2024–25 FAFSA Outreach Campaign

A communications campaign, including videos, directed to students and families highlights what they should do to prepare for the new FAFSA form. The campaign also will provide key facts about what to expect from the new FAFSA process, including how to create an FSA ID, features of the 2024–25 FAFSA form, and Federal Pell Grant eligibility.

Summer 2023

Financial Aid Estimator and Preview Tools

Online tools for students and families will provide an early estimate of their Student Aid Index and potential eligibility, as well as visual previews of the new FAFSA form.

Summer through Fall 2023

FAFSA Information Updates on StudentAid.gov

Ongoing updates to FAFSA information and help resources will be posted to StudentAid.gov including FAFSA process implementation updates.

Summer 2023 through Winter 2024

FSA YouTube Channel Updates
(https://www.youtube.com/@FederalStudentAid/playlists)

FSA will develop videos to engage students and families. Topics will include “Preparing for the FAFSA Form” and “2024-25 FAFSA FAQs”.

November 2023 - February 2024

2024–25 FAFSA Form Available

By December 31, 2023

FSA Social Media Outreach

Ongoing multi-channel social media campaign to prepare students and families for the 2024-25 FAFSA.

Beginning November 2023

2024-25 ISIR and FAFSA Submission Summaries Available

FSA will complete eligibility determination and begin transmitting Institutional Student Information Records (ISIRs) and FAFSA Submission Summaries to states, institutions, and applicants.

First Half of March 2024

Last Modified: 01/30/2024 • Published: 03/21/2023

2024–25 FAFSA Roadmap | Knowledge Center (2024)

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