EFC formula for 2006-2007 will be a bit more lenient

<p>It seems that the EFC calculations for 2006-2007 will yield a slightly better result for families than it was in 2005-2006. The tables for income allowances have been updated and this year in a positive way. The student allowance for income has increased from $2,440 to $2,550.</p>

<p>For instance, if a "typical" family with $80,000 AGI, $110,000 assessable assets, oldest parent being 50 years old, 2 children, 1 in college would have had an EFC of $17,132 in 2005, the figure would be $16,101 in 2006. The same family with $100,000 AGI, $110,000 assets would see a difference from $21,795 to $20,710. The quick estimation of 100/100/20% (100 income/100 assets/ 20% of income) still seems to work. </p>

<p>Obviously, the real story for most will come from changes in the IM.</p>

<p>Thanks for the update.</p>

<p>I don't understand what you mean by "The quick estimation of 100/100/20% (100 income/100 assets/ 20% of income) still seems to work." -- can you explain?</p>

<p>100/100/20% is a shortcut for
$100,000 in income + $100,000 in assessable assets = EFC will be about 20% of income or 20,000. </p>

<p>This assumes that a typical family has assessable assets and those assets yield a minimum level of income.</p>

<p>I'd like to see the new Institutional Methodology too . . . right now my IM EFC is less than my FM EFC. I wouldn't mind it if it stayed that way . . .</p>

<p>Xiggi, is there a list which states which schools use IM and which schools use FM? It sure would make things easier. Or is the right question, which schools use housing equity and which schools don't?</p>

<p>dstark both are good questions, and I have found no such compilation. It would be nice. I spoke to an FA of a top LAC and although they are a "Profile" school he specifically said they would NOT look at home equity. Now where on the website does it reflect that it would be treated that way? Nowhere. My suggestion? Call them and ask directly.</p>

<p>Obtuse enough for you? It'll drive you batty.</p>

<p>I think we should make a list. I'll start. University of Redlands doesn't look at home equity. Occidental does look at home equity.</p>

<p>I do not have such list! About 600 schools use the CSS Profile. </p>

<p>Also, the house equity question has more than a YES/NO answer. Check the position of the 568 Group:</p>

<p>"The 568 Group, meanwhile, asks the family to spend no more than 5 percent of available assets, including the student's savings. It also caps the home equity available to pay for tuition at 2.4 times the family's income."</p>

<p>That said, listing the private schools that use the FM solely should be an interesting exercise. On the other hand, I think it will be very hard to categorize the schools that use IM as more subtle elements come into play.</p>

<p>Amherst College
Boston College
Brown University
Claremont-McKenna College
Columbia University
Cornell University
Dartmouth College
Davidson College
Duke University
Emory University
Georgetown University
Grinnell College
Haverford College
Massachusetts Institute of Technology
Middlebury College
Northwestern University
Pomona College
Rice University
Swarthmore College
University of Chicago
University of Notre Dame
University of Pennsylvania
Vanderbilt University
Wake Forest University
Wellesley College
Wesleyan University
Williams College
Yale University</p>

<p>Income.
The FAFSA looks at the family's after-tax adjusted gross income for the most recent tax year. Some self-employed parents try to artificially depress their income to maximize aid, but colleges are increasingly wise to the tactic. Syracuse University in New York last year received an application from a student whose father, a car dealer, reported an income of only $9,000. He turned out to have substantial assets–and the student got no university aid. </p>

<p>The way divorced parents' earnings are calculated can also lead to disagreements. The FAFSA and College Board profile ask only for custodial parents' income, which means stepparents can be on the hook. Aid officers say they get many complaints from stepparents who may, for instance, be supporting their biological children. Maureen McRae Levy, director of financial aid for Occidental College in Los Angeles, ignores the prenuptial contracts sent in by angry stepparents. "Pre-nups don't erase my rules or their ethical obligation," she says.</p>

<p>The 568 Group will try to address these controversial blended-family decisions by gathering financial information from all parents and stepparents, then leaving it up to the aid officer to decide which two parents' income should be counted.</p>

<p>Beware of trying to hide investment income. The 568 Group also may reduce aid to families whose reported investment income seems too low given the size of their reported assets.</p>

<p>Expenses.
The FAFSA exempts income that is needed to pay for a family's basic living expenses. The modest federal allowance ranges from nearly $13,000 after taxes for a single parent with an only child in college to, for example, about $21,000 for a family of five with two kids in college. After that, the feds expect from 22 percent to 47 percent of a family's additional income to be available for college expenses. The College Board's profile gives families more for basic expenses, allowing almost $15,000 for the single-parent family and more than $24,000 for the family of five. It also exempts some medical spending, savings, and education expenses. </p>

<p>The 568 Group promises to be even more generous. It will add to the College Board's allowance a geographical cost-of-living adjustment for residents of high-cost cities like New York and San Francisco. </p>

<p>Assets.
After exempting all home equity and up to $75,000 of parental savings, the FAFSA asks parents to spend no more than 5.6 percent of what's left of their nonretirement assets each year. Students are expected to contribute 35 percent of their savings annually. The College Board exempts as little as $14,500 in nonretirement savings but asks families to spend no more than 5 percent of all other assets on tuition. It takes 25 percent from students' savings and expects freshmen to contribute an additional $1,150 in summer earnings.</p>

<p>The 568 Group will strike a middle path between FAFSA and the College Board by capping the home equity available to pay for tuition at 2.4 times the family's income and asking the family to spend no more than 5 percent of available assets–including the student's savings.</p>

<p>All,</p>

<p>This is the topic that really bothers me because of the confusing definitions of what aid is. I use the definitions because it is different for each school.</p>

<p>When I look at the USNews information about a school it often says that it covers 100% of demonstrated financial need. By whose definition? I ask the question because each college has their own definition. What is 100% at one college is 90% at another . . . and for us parents it seems like it is really 50%.</p>

<p>And we thought the admissions selection process was complicated.</p>

<p>Are all 401(k) and 403(b) assets exempt?</p>

<p>FAFSA and the basic (default) Profile do not ask for retirement assets, but the Profile includes additional college-specific questions, and some colleges do ask for info re retirement assets. So again,the answer is "it depends".</p>

<p>Xiggi, thank you for that detailed posting above -- it really was informative.</p>

<p>I love hopeful posts. Thanks, Xiggi!!</p>

<p>quiltguru,</p>

<p>The 401(k) and 403(b) asets are exempt from both formulas generally speaking. However, they amount contrbuted in the year of an application may be counted as income. When you fill out the form it asks for your Adjusted Gross Income (AGI) and for what you contributed to your 401(k), 403(b) and Health Care Spending Accounts (HCSA). This enables some schools to add those amounts back in for their calculations.</p>

<p>Further, the Collegeboard form (IM) asks if you have any children attending private school and what you pay for tuition. Some schools enable this deduction, some do not. That gets me back to, what is 100 of financial need? It really is a schools specific definition . . . until USNews can enforce or supply one consistenly across the board. ;-)</p>