Amber JohnsonU.S. Department of Education

WVASFAA Fall 2015 Conference October 29, 2015

FSA ID: The FSA PIN Replacement

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Introducing the FSA ID

• FSA adopted the best practice of using a username and password instead of personal information

• The FSA ID • Requires users to enter less information (2 fields

instead of 4)• Provides more secure access to user’s

information• Links to the PIN information during registration • Allows users to update personal information such

as last name changes without applying for a new FSA ID (Lifetime ID)

• The FSA ID (username and password) replaced the PIN for students, parents and borrowers accessing FSA systems on May 10, 2015

New FSA ID login

Old PIN login

The FSA ID will modernize access for students, parents and borrowers to FSA systems

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Introducing the FSA IDUsers still click the Sign in button. This directs them to the

FSA ID login page. Once they enter their FSA ID, they are directed back to the website landing page

Demonstration Slides

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Creating an FSA ID when the User already has a PIN

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Login or Registration

• Create an FSA ID

User Clicks to Login or to Create an FSA ID

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Create Account – Username / Password

Instructions / Explanation

Help Icons

1. Enter and confirm your email address

2. Create and confirm your password

3. User selects whether they are 13 or older

4. Click Continue

Show Text Available for Masked Fields

Password Criteria

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Create Account Completed Example

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Create Account – PII

Instructions / Explanation and

Progress Bar

1. Enter your social security number, date of birth and name

2. Click Continue

Detailed Help and FAQs

Click Spanish for Information in Spanish

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Create Account – Link PIN

1. Enter your PIN

2. Click Verify

OR

3. Click Forgot My PIN

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Only if you already have a PIN…• Linking your PIN allows you to

• Link your SSA Match Information • Transfer your address / contact information from the PIN database

• There is no requirement that you link your PIN and you can create an FSA ID without linking your PIN• Will require a new SSA Match (1-3 days)• Will require you to enter your contact information

• This is similar to creating a new PIN

• If you have multiple PINS, you can link all of them

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Create Account – Profile Information

1. Review and confirm that the information transferred from PIN is correct

2. Add any additional contact information

3. Click Continue

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Create Account – Forgot PIN

1. Enter the Answer to your PIN Challenge Question

2. Click Continue

OR

3. Continue without linking your PIN

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Create Account – Challenge Questions

1. Select and answer challenge questions 1 and 2

2. Create and answer questions 3 and 4

3. Provide a date for question 5

4. All questions and answers must be unique

5. Show text reveals masked fields

6. Click Continue

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Completed Example

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Create Account – Terms and Conditions

1. Review and confirm your information

2. Read Terms and Conditions

3. Click Accept Terms and Conditions box

4. Click Continue

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Create Account – Email Verification

A confirmation email will now be sent to the email address you provided. In this email, there is a secure code.

1. Enter the secure code

2. Click Continue

Verifying your email address provides added security and access to functionality:• Use your email address as your Username for login• Use your email instead of answering challenge questions for Forgot Password and Forgot

Username issuesVerifying your email is optional

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Create Account - Confirmation

Congratulations!!!You have now created an FSA ID.

You can use the FSA ID to logon to FSA’s sites.Thank you.

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Creating a New FSA ID Account when the User does not have a PIN

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Login or Registration

• Create an FSA ID

User Clicks to Sign in or to Create an FSA ID

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Create Account – Username / Password

Instructions / Explanation

Help Icons

1. Enter and confirm your email address

2. Create and confirm your password

3. User selects whether they are 13 or older

4. Click Continue

Show Text Available for Masked Fields

Password Criteria

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Create Account Completed Example

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Create Account – PII

Instructions / Explanation and

Progress Bar

1. Enter your social security number, date of birth and name

2. Click Continue

Detailed Help and FAQs

Click Spanish for Information in Spanish

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Create Account – Profile Information

1. Enter your address and phone number

2. Select your language preference

3. Click Continue

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Create Account – Challenge Questions

1. Select and answer challenge questions 1 and 2

2. Create and answer questions 3 and 4

3. Provide a date for question 5

4. All questions and answers must be unique

5. Show text reveals masked fields

6. Click Continue

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Challenge QuestionsCompleted Example

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Create Account – Terms and Conditions

1. Review and confirm your information

2. Read Terms and Conditions

3. Click Accept Terms and Conditions box

4. Click Continue

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Create Account – Email Verification

A confirmation email will now be sent to the email address you provided. In this email, there is a secure code.

1. Enter the secure code

2. Click Continue

Verifying your email address provides added security and access to functionality:• Use your email address as your Username for login• Use your email instead of answering challenge questions for Forgot Password and Forgot

Username issuesVerifying your email is optional

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Create Account - Confirmation

Congratulations!!!You have now created an FSA ID.

Once your information has been confirmed by the Social Security Administration(SSA), you can use the FSA ID to logon to FSA’s sites.

Thank you.

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Editing My Account –Reviewing, Changing or Updating

User Account Information

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Edit Your FSA ID

1. Enter your Username or verified email address

2. Enter your password

3. Click Continue

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View your FSA ID Profile or Edit Your FSA ID

Instructions / Explanation with links to • Edit My FSA ID• Edit My

Challenge Questions

• Change My Password

• Disable My FSA ID

Notes: • Passwords expire every 18 months• Disabling your account is an excellent way to protect your account from fraud while you are abroad or will not be applying for aid

for an extended period

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Account Information - View

1. Change any information in these fields

2. Click Continue

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Retrieving a Forgotten Username and / or Password

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FSA ID Login

Click on either Forgot My

Username or Forgot My Password

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Forgot Username – Email

The are two options for retrieving your username or password. A secure code can be emailed to you for access or you can answer three challenge questions.

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Forgot Password– Challenge Questions

1. Enter the answers to your three Challenge Questions

2. Click Verify

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FSA ID System Changes

• On 9/13/2015 several enhancements were made to the FSA ID system

• Unlock account process• Challenge question #5 removed on the web

• Significant Date challenge question • Verify Email• Name fields

• Progress bar• Red “X”

• Updated FAQ page

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Unlock Account Process

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Unlock Account Process

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Unlock Account Process

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Getting Help

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Customer Service / Help Information

Training FeedbackTo ensure quality training we ask all participants to please fill out an online session evaluation

• Go to https://www.surveymonkey.com/s/AmberJohnson• Evaluation form is specific to Trainer Name

• This feedback tool will provide a means to educate and inform areas for improvement and support an effective process for “listening” to our customers

• Additional feedback about training can be directed to JoAnn.Borel@ed.gov; (409) 579-3776

Questions?

Contact me with follow-up questions about this session:Amber Johnson-Federal Training OfficerAmber.Johnson@ed.gov; 202-377-3369