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Research Responses to FAFSA Reform and FTI Data

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Title: Research Responses to FAFSA Reform and FTI Data
Language: English
Authors: Nicholas Hillman, Amberly Dziesinski, Jared Colston, Kathryn Boonstra, Bonniejean Zitske, National Association of Student Financial Aid Administrators (NASFAA)
Source: National Association of Student Financial Aid Administrators. 2026.
Availability: National Association of Student Financial Aid Administrators. 1101 Connecticut Avenue NW Suite 1100, Washington, DC 20036. Tel: 202-785-0453; Fax: 202-785-1487; e-mail: membership@NASFAA.org; Web site: http://www.nasfaa.org
Peer Reviewed: N
Page Count: 10
Publication Date: 2026
Sponsoring Agency: Gates Foundation
Intended Audience: Researchers
Document Type: Reports - Descriptive
Education Level: Higher Education
Postsecondary Education
Descriptors: Student Financial Aid, Financial Aid Applicants, College Applicants, Educational Change, Data Use, Student Records, Family Income, Taxes, Educational Research, Educational Researchers, Eligibility, Federal Aid, Grants, Alternative Assessment, National Surveys, Evaluation Criteria, Privacy, Student Financial Aid Officers
Laws, Policies and Program Identifiers: Pell Grant Program
Assessment and Survey Identifiers: American Community Survey
Abstract: This brief is written for financial aid researchers interested in using student and/or parent income data. Starting in the 2024-25 award year, certain income data fields are considered Federal Tax Information (FTI) and are subject to safeguards and policies governed by statute and by Internal Revenue Service and U.S. Department of Education regulations and guidance. These limitations include a prohibition on using FTI for research. FTI can, however, be used for the application, award, and administration of financial aid, under which some research activities may be categorized. These changes will be new to many researchers, so this brief provides useful background context, examples of alternative measures, and descriptions of lessons learned for researchers navigating FTI conversations. The aim is to raise awareness about these changes and to help researchers develop meaningful, mutually beneficial partnerships with financial aid administrators. [This report was produced by the Student Success Through Applied Research (SSTAR) Lab at the University of Wisconsin-Madison.]
Abstractor: ERIC
Entry Date: 2026
Accession Number: ED680050
Database: ERIC
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  Data: Research Responses to FAFSA Reform and FTI Data
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  Data: <searchLink fieldCode="AR" term="%22Nicholas+Hillman%22">Nicholas Hillman</searchLink><br /><searchLink fieldCode="AR" term="%22Amberly+Dziesinski%22">Amberly Dziesinski</searchLink><br /><searchLink fieldCode="AR" term="%22Jared+Colston%22">Jared Colston</searchLink><br /><searchLink fieldCode="AR" term="%22Kathryn+Boonstra%22">Kathryn Boonstra</searchLink><br /><searchLink fieldCode="AR" term="%22Bonniejean+Zitske%22">Bonniejean Zitske</searchLink><br /><searchLink fieldCode="AR" term="%22National+Association+of+Student+Financial+Aid+Administrators+%28NASFAA%29%22">National Association of Student Financial Aid Administrators (NASFAA)</searchLink>
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  Data: National Association of Student Financial Aid Administrators. 1101 Connecticut Avenue NW Suite 1100, Washington, DC 20036. Tel: 202-785-0453; Fax: 202-785-1487; e-mail: membership@NASFAA.org; Web site: http://www.nasfaa.org
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  Data: <searchLink fieldCode="DE" term="%22Student+Financial+Aid%22">Student Financial Aid</searchLink><br /><searchLink fieldCode="DE" term="%22Financial+Aid+Applicants%22">Financial Aid Applicants</searchLink><br /><searchLink fieldCode="DE" term="%22College+Applicants%22">College Applicants</searchLink><br /><searchLink fieldCode="DE" term="%22Educational+Change%22">Educational Change</searchLink><br /><searchLink fieldCode="DE" term="%22Data+Use%22">Data Use</searchLink><br /><searchLink fieldCode="DE" term="%22Student+Records%22">Student Records</searchLink><br /><searchLink fieldCode="DE" term="%22Family+Income%22">Family Income</searchLink><br /><searchLink fieldCode="DE" term="%22Taxes%22">Taxes</searchLink><br /><searchLink fieldCode="DE" term="%22Educational+Research%22">Educational Research</searchLink><br /><searchLink fieldCode="DE" term="%22Educational+Researchers%22">Educational Researchers</searchLink><br /><searchLink fieldCode="DE" term="%22Eligibility%22">Eligibility</searchLink><br /><searchLink fieldCode="DE" term="%22Federal+Aid%22">Federal Aid</searchLink><br /><searchLink fieldCode="DE" term="%22Grants%22">Grants</searchLink><br /><searchLink fieldCode="DE" term="%22Alternative+Assessment%22">Alternative Assessment</searchLink><br /><searchLink fieldCode="DE" term="%22National+Surveys%22">National Surveys</searchLink><br /><searchLink fieldCode="DE" term="%22Evaluation+Criteria%22">Evaluation Criteria</searchLink><br /><searchLink fieldCode="DE" term="%22Privacy%22">Privacy</searchLink><br /><searchLink fieldCode="DE" term="%22Student+Financial+Aid+Officers%22">Student Financial Aid Officers</searchLink>
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  Data: This brief is written for financial aid researchers interested in using student and/or parent income data. Starting in the 2024-25 award year, certain income data fields are considered Federal Tax Information (FTI) and are subject to safeguards and policies governed by statute and by Internal Revenue Service and U.S. Department of Education regulations and guidance. These limitations include a prohibition on using FTI for research. FTI can, however, be used for the application, award, and administration of financial aid, under which some research activities may be categorized. These changes will be new to many researchers, so this brief provides useful background context, examples of alternative measures, and descriptions of lessons learned for researchers navigating FTI conversations. The aim is to raise awareness about these changes and to help researchers develop meaningful, mutually beneficial partnerships with financial aid administrators. [This report was produced by the Student Success Through Applied Research (SSTAR) Lab at the University of Wisconsin-Madison.]
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  Data: 2026
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  Data: ED680050
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      – Text: English
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      – SubjectFull: Student Financial Aid
        Type: general
      – SubjectFull: Financial Aid Applicants
        Type: general
      – SubjectFull: College Applicants
        Type: general
      – SubjectFull: Educational Change
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      – SubjectFull: Data Use
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      – SubjectFull: Student Records
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      – SubjectFull: Family Income
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      – SubjectFull: Taxes
        Type: general
      – SubjectFull: Educational Research
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      – SubjectFull: Educational Researchers
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      – SubjectFull: Eligibility
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      – SubjectFull: Federal Aid
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      – SubjectFull: Grants
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      – SubjectFull: Alternative Assessment
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      – SubjectFull: Evaluation Criteria
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      – SubjectFull: Privacy
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      – SubjectFull: Student Financial Aid Officers
        Type: general
      – SubjectFull: Pell Grant Program
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      – SubjectFull: American Community Survey
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      – TitleFull: Research Responses to FAFSA Reform and FTI Data
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