Parent of Two, Highly Knowledgeable in Financial Aid Matters - ASK ME ANYTHING!

I found the names. The first to do it was @bxgirl , and @phemrajani was also able to do it. I still don’t know how they got so lucky!

I called the FAFSA number and they sent me a copy of my SAR. I made the change by hand based on directions from one of these threads (I’d have to find it) and then I mailed the change back in. FAFSA sent me an email a couple of weeks later saying that the change had been made. You’ll also probably want to call each school to double check that they received the new EFC. Let me know if you have any questions that I can help with.


@reenielo read the above post!!!

Here was the old thread about rollovers:

I was the one who corrected it, but it was not online, they sent me the paper work and I had to mail it back.

The caveat is I did the correction, some other college came in and overwrote my data. There was no traceability on who did it, I called FAFSA and asked them how can they build a system where the college can change it and nobody can tell me who changed it. They asked me to call all 10 colleges and see who changed it, so I just called the one college where my child will go and asked them what they have on the file, it is a CSS school so I am safe that they have correct information.

My suggestion focus on the school where you will go and call them , if you think you will get more money from other colleges then call them. We do not qualify for any aid so there is no point in wasting my time to call each college.

I got an email alert and here is my the summary of my FAFSA application - Parent of Two, Highly Knowledgeable in Financial Aid Matters - ASK ME ANYTHING! - #445 by phemrajani

The school probably changed the information because technically, YOU can’t change anything that was transferred by the IRS. Although the change was made on the FAFSA end, it was still at your request with no documentation . That’s not allowed per regulations.

Schools should be screening for changes made after the tax information was transferred from the IRS. One of your schools caught it, as I would have - systems should be in place to identify when changes are made. I would have handled it differently, but the outcome would have been the same … instead of changing the information, I would have reset the school system to recognize the original FAFSA & locked it (then I would have reached out to you to ask for proof of the rollover so I could do the fix to stay in compliance). The fact that only one school made a change is, IMO, sloppy on the part of the other schools. As I mentioned previously, I am not aware that this change is supposed to be made on request by the FAFSA folks, and schools are only allowed to make the changes with proper documentation of the rollover. I still think that the FAFSA folks shouldn’t have allowed you to send them this change, and the school that didn’t allow it probably takes compliance seriously.

I’m not saying that the people here who went through FAFSA are in the wrong. But it can definitely cause problems for the student if the FAFSA folks, in trying to be helpful, operate in a manner that can cause schools to be out of compliance. If they don’t catch it & request proper documentation, the school can be sanctioned.

So update to mine… while it was corrected on the FAFSA end… we are still needing to do the verification at almost every school. Quite honestly it’s tedious and a complete pain.

Follow up: we just today got an email that one of the schools made a correction to my daughter’s FAFSA. I panicked thinking they had undone my correction above. Breathed a sigh of relief to see that they actually brought our EFC DOWN by 44 dollars. :joy:

So just to read tea leaves…if the correction came yesterday, does that mean it’s definitely from a school she has not heard from yet? Or could it just be from one she is already admitted to that we have already received financial packages from.

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Sorry - no way to know who made the change.