Proper Use of FAFSA Tax Information

Proper Use of FAFSA Tax Information

Thursday, December 14 at 10AM

Presenter: Robert Weinerman

Starting with the 2024-2025 academic year and the implementation of the FUTURE Act Direct Data Exchange (FADDX) between the IRS and the FAFSA, most of the tax information you’ll be handling will be considered “Controlled, Unclassified Information” (CUI) and “Personal Tax Information” (PTI). Information classified as CUI (Controlled Unclassified Information) and PTI (Personal Tax Information) must be treated in specific, and more strict ways that differ from the treatment of other information in the student’s application. In this session, we will review the proper use and protection or PTI, the proper use and protection of other FAFSA data, and the difference between tax information provided via the FADDX and manually by the application or other FAFSA contributor.