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Skip Logic: Understanding its Application and Impact

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  1. Session #30 Skip Logic – What’s the Question? Rachel Coghlan and Misty Parkinson U.S. Department of Education 2018 FSA Training Conference for Financial Aid Professionals November 2018

  2. Agenda

  3. What is skip logic?

  4. What is skip logic?

  5. How does skip logic apply?

  6. How does skip logic apply?

  7. Dependency status page views

  8. How does skip logic apply?

  9. Parent pages skipped for independent students

  10. How does skip logic apply?

  11. Tax filer pages skipped

  12. How does skip logic apply? • Determination of eligibility for Simplified Needs Test (SNT) or Auto Zero EFC formulas • 14 states do not allow skipping of income/asset questions (CO, DC, GA, IL, MN, NJ, NM, OH, OK, SC, VT, WA, WI & WY) • Based on student’s state of legal residence (SLR) response

  13. SNT and Automatic Zero EFC Formulas

  14. Where determination for SNT/Auto Zero happens • Determination of eligibility for SNT or Auto Zero occurs in various locations • Ex., if Adjusted Gross Income (AGI) is less than or equal to $26,000 and indicates filed an IRS Form 1040A/EZ, determination happens there • Otherwise continue to see if user indicates other eligibility criteria

  15. Skipping asset questions • SLR allows for skipping • Simplified Needs Test • Auto Zero • Answer “no” to asset threshold question • Otherwise continue to see if user indicates other eligibility criteria

  16. SNT question Auto Zero question Asset Threshold question

  17. Pages skipped for Dependent, SNT eligible, & SLR allows skipping

  18. Pages skipped for Dep., Non-tax filer, AZ eligible, & SLR allows skipping

  19. What’s on the horizon?

  20. Resources for Tax Cuts and Jobs Act of 2017 • Text of law • https://www.congress.gov/bill/115th-congress/house-bill/1/text • Draft IRS Forms • https://www.irs.gov/draftforms

  21. Questions and Answers

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