Project Description

Commit! and TG invite anyone helping Texas students plan and prepare for college to gain a deeper understanding of the financial aid process. The following presentation given by Richard Sapp, Director of Pre-College Success at TG, was filmed during a January 15, 2014 training for the Texas College Access Network – North Texas (TxCAN-NT).

Divided into nine chapters, the training covers financial aid basics, unique student scenarios, and how to help students complete their Free Application for Federal Student Aid (FAFSA) or Texas Application for State Financial Aid (TASFA).

highered_icon2Professional Development Video Chapters
Chp. 1 – Intro and Financial Aid Basics Chp. 2 – Anatomy of the FAFSA Form Chp. 3 – Parental Information Part 1
Chp. 4 – Parental Information Part 2 Chp. 5 – Parental Information Part 3 Chp. 6 – IRS Data Retrieval Tool
Chp. 7 – FAFSA Submission Chp. 8 – Student Is Selected for Verification Chp. 9 – Undocumented Residents: The TAFSA

TG offers multiple training presentations throughout the year, which you can learn more about by visiting
If you have additional questions, please reach out to the Texas Financial Aid Information center at 1-888-311-8881 or

Additional resources to share with students and families on accessing financial aid:


Chapter One

Intro and Financial Aid Basics

  • Types of financial aid that are available by filing a FAFSA
  • What students need in order to file FAFSA
  • Eligibility to file either FAFSA or TASFA


Chapter Two

Anatomy of the FAFSA Form and Important Tips

  • Which version of the FAFSA form to select
  • Sections of the FAFSA
  • Using the helpful hints in the FAFSA form
  • Advising dual enrollment students
  • Using ApplyTX to track FAFSA completions


Chapter Three

When to List Parental Information on the FAFSA: Part 1

  • How to enter divorced parents’ information
  • Legal guardianship versus legal adoption


Chapter Four

When to List Parental Information on the FAFSA: Part 2

  • Special circumstances that will allow students to file FAFSA without parental information
  • Tips on talking to parents that decline to provide information for the FAFSA
  • Dependency overrides and homeless declarations


Chapter Five

When to List Parental Information on the FAFSA: Part 3

  • Changes to the FAFSA for 2014-15
  • How to answer the question about household size
  • How to answer the question about the number in college


Chapter Six

IRS Data Retrieval Tool: Simplifying the Application Process

  • Automatically entering information from taxes
  • Verification process
  • FAFSA Demo for Counselors and Advisors
  • Applying for a PIN
  • Signing and submitting with a PIN


Chapter Seven

FAFSA Submission, Types of Aid, and Reading a Financial Aid Award Letter

  • What happens after a student submits their FAFSA?
  • Explaining acronyms: ISIR, SAR, and EFC
  • Student refund of aid money
  • Cost of Attendance, Expected Family Contribution, and Financial Need
  • Explanation of the types of financial aid
  • Special circumstances if financial picture changes


Chapter Eight

When a Student is Selected for Verification

  • What it means if a student is selected for verification
  • What to do if a student is selected for verification
  • How to request a tax transcript from
  • Additional online resources


Chapter Nine

Undocumented Residents’ Financial Aid Form: TASFA

  • What is the TASFA?
  • Who fills out the TASFA?
  • Advising DACA students
  • How to file taxes with no SSN
  • How to file a TASFA when parent(s) do not live in the country