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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.
 
Data Reporting Reminders:
  • Report data to accurately reflect the time period corresponding with the IPEDS survey component, even if such reporting is seemingly inconsistent with prior-year reporting. For example, if a summer term began later than usual due to Coronavirus Pandemic postponements, continue to report using the timeframes as defined in the IPEDS instructions. NCES expects that some data reported during the 2020-21 data collection year will vary from established prior trends due to the impacts of Coronavirus Pandemic. If an error edit is triggered even when submitting accurate data, please indicate in the corresponding context box or verbally to the Help Desk that the seemingly inconsistent data are accurate and reflect the effects of Coronavirus Pandemic.
  • 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.
 
Changes to reporting for 2020-21:
There are no changes to this survey component.
 
Resources:

ODSPA-11452 - Getting issue details... STATUS

Student Financial Aid 2020-21 IPEDS Box Folder Documentation 

Student Financial Aid 2020-21 Submission Box Folder Documentation 

Student Financial Aid 2020-21 Submission Box Folder

Reporting Tips

Difference in Definition of Pell Grant calculation between IPEDS and Accountability Plans :

IPEDS Pell calculation in Section 1 Part B, includes all undergraduates in the denominator whereas Accountability Plan Pell rate includes only degree-seeking and excludes Post Bacs and Non Resident Aliens (in both Numerator and Denominator). Since the the HEOA specifies that NCES provide data on total Pell recipients at the institution, as opposed to total Pell recipients as a proportion of those eligible to receive Pell.

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