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PUBLIC SERVICE LOAN FORGIVENESS REFORMS & TEMPORARY WAIVER

Ronny Lau

NEA Lobbyist

Jeff Burritt

OGC Staff Counsel

Laura Petty

OGC Law Fellow

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Today’s Agenda

  1. Background on PSLF and NEA’s advocacy.
  2. Overview of the temporary fixes to PSLF in effect until October 31, 2022.
  3. Resources and support available to NEA members.
  4. Common misconceptions and Frequently Asked Questions.
  5. Q&A.
  6. Closing and next steps.

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What is the Public Service Loan Forgiveness Program?

Established in 2007, the promise of PSLF was simple:

Work in public service

For at least 10 years

While making 120 student loan payments

The 2007 law, passed by Congress, promised that borrowers who met these criteria would have the remaining balance of their federal student debt forgiven.

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But PSLF Was a Broken Promise

Prior to October 2021, well over 90% of PSLF applications were denied.

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NEA Fought to Fix the �Student Debt System

NEA members sent nearly 50,000 personalized messages to the Education Department last year, and nearly 170,000 in the last two years, demanding student debt relief, helping to keep PSLF in the news for months.

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And the Biden Administration Listened

In October 2021, the Department of Education issued the “Limited Waiver,” which waives many of the Department’s normal requirements for PSLF until October 31, 2022.

$6.2 Billion!

550,000

100,000

16,000

Estimated debt that will be forgiven under the Limited Waiver

Estimated borrowers who will receive forgiveness or be closer to forgiveness because of the Limited Waiver

Estimated borrowers who will receive forgiveness under the Limited Waiver

Total borrowers who received forgiveness prior to the the Limited Waiver

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NEA’S Advocacy Continues

Coalition Groups

Members

Dept. of Education

March 29, 2022 coalition letter regarding PSLF Reconsideration

Monthly meeting with Senior Staff to address individual and systemic issues

March 9, 2022 webinar for Educators of Color

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TEMPORARY FIXES TO PSLF DURING THE LIMITED WAIVER

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Temporary Changes �During the Limited Waiver (ends Oct. 31, 2022)

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Overview of Eligibility �During the Limited Waiver

To Receive PSLF during the Limited Waiver, you need to show that you:

  1. Work full-time for 10 years for a “Qualifying Employer”
  2. Have “Eligible Loans”
  3. Make 120 “Qualifying Payments”

REMEMBER: Anyone who wants to receive PSLF one day should submit a PSLF application before October 31, 2022, even if you have not made 120 payments yet!

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1) Work full-time for 10 years for a “Qualifying Employer”

Qualifying Employer

  • All government employers

🡺This means all public school districts

  • All 501(c)(3)s

🡺This means most private schools and universities

  • Other 501(c) organizations that perform public services – but NOT labor unions

Full-Time

  • Annual average of 30 + hours/week
  • Multiple part-time jobs are ok as long as they add up to an average of 30 hours per week and are each qualifying employers

TIP: It’s a good idea to submit an Employment Certification Form (ECF) every year to make sure your full-time work for a qualifying employer gets credited towards your PSLF payment count. This is not a requirement, it’s just recommended to make keeping track of payment counts easier and ensure accuracy.

REMEMBER: Your job title doesn’t affect your PSLF eligibility. It’s your employer that determines your eligibility. That means anyone employed by a public school district, not just teachers, qualify for PSLF.

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2) Have “Eligible Loans”

  • Eligible Loans = Federal Direct Loans

Private loans don’t qualify

  • FFEL/Perkins loans must be consolidated into Direct Loans

Ordinarily, consolidation starts over the PSLF payment count, but under the Limited Waiver, it doesn’t

  • To consolidate a FFEL or Perkins loan:

1) submit a consolidation application on studentaid.gov THEN

2) submit a PSLF application before October 31.

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3) Make 120 “Qualifying Payments”

During the Waiver, any payments made since October 1, 2007 qualify

        • Payments marked “late”
        • Payments made on any payment plan

Outside the Waiver period:

        • Only payments made on an Income-Driven Repayment (IDR) plan count
        • Only on-time payments count

Payments never have to be consecutive (not during the Waiver, not without the waiver)

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The Limited Waiver is Limited!

  • The Limited Waiver expires on October 31, 2022
  • Everyone who hopes to receive PSLF should submit a PSLF application before October 31, even if they haven’t made 120 payments yet
  • Submitting a PSLF application before October 31 will ensure you receive the maximum number of payments credited towards your PSLF-required count of 120

TO SUBMIT A PSLF APPLICATION:

  1. Go to StudentAid.gov/PSLF and complete the PSLF Help Tool. The Help Tool generates a PDF application.
  2. Submit the PSLF Application to FedLoan Servicing

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RESOURCES FOR BORROWERS

AND NEA AFFILIATE STAFF

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Resource # 1 – NEA’s Student Debt Support Pages�https://www.nea.org/student-debt-support

Recorded webinars discussing program requirements and answering member questions.

A basic overview of the PSLF Program and Limited Waiver

NEA has contracted with the company Savi to provide advice to NEA members

Detailed answers to questions posed by NEA members

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Resource # 2 – U.S. Dept. of Education Office of �Federal Student Aid (FSA) PSLF Help Toolhttps://studentaid.gov/pslf/

After logging in with their FSA ID, borrowers can input information into the Help Tool, which generates a PSLF Application that can be filed and advice on steps the borrower should take to remain on track for loan forgiveness.

The FSA website also contains information and FAQs on the PSLF program.

TIP: the Help Tool provides initial information about an individual borrower’s PSLF eligibility, but it might not always be 100% accurate or up to date. It is an important step in the process, but we need to inform members not to be dissuaded by what the Help Tool tells them if they meet the PSLF requirements.

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Resource # 3 – NEA Student Debt Navigator�powered by SAVIhttps://www.nea.org/student-debt-support

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Resource # 4 – NEA’s Student Debt Team

Affiliate staff members with questions should feel free to reach out to NEA’s Student Debt Team with questions about PSLF.

If a member has a challenging case, please have the staff member reach out so that we can answer questions and/or assess whether we can provide individual assistance directly to the member.

Please direct inquiries to

Ronny Lau, (rlau@nea.org), Jeff Burritt (jburritt@nea.org),

and Laura Petty (lpetty@nea.org)

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Resource # 5 – Federal Student Aid Ombudsman Group

The Ombudsman Group can help borrowers:

  • Resolve discrepancies with federal loan balances and payments.
  • Explain loan interest and collection charges.
  • Identify options for resolving issues related to consolidation, service quality, default status, bankruptcy, income tax refund offsets, and other concerns.
  • Identify loan repayment options.

The self-proclaimed resource of “last resort,” the Ombudsman Group “is dedicated to helping resolve complaints related to the federal student aid programs, including Direct Loans, Federal Family Education Loan (FFEL) Program loans, Perkins Loans, and grant programs.”

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COMMON MISCONCEPTIONS AND

FREQUENTLY ASKED QUESTIONS

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Common Misconceptions about PSLF

FALSE: I’m not a teacher, so I’m not eligible for PSLF

FALSE: I didn’t receive a degree, so I’m not eligible for PSLF

FALSE: If I have a question about PSLF, I should ask my loan servicer

TRUE: Your job title doesn’t matter. If you work for a qualifying employer, you are eligible.

TRUE: It doesn’t matter if you graduated. Income, debt amount, and loan age also don’t matter for PSLF eligibility. Grad school loans also count for PSLF.

TRUE: Loan servicers do not always provide accurate information to borrowers. Trust resources on studentaid.gov, protectborrowers.org, and NEA.org.

Reach out to NEA or Savi for 1:1 support

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FREQUENTLY ASKED QUESTIONS

Q: How do I figure out what kind of loans I have?

🡺 With your FSA ID, log in to studentaid.gov/aid-summary/

  1. After logging in, scroll to the “Loan Breakdown” section
  2. The Loan Breakdown section shows a list of each student loan you have taken out
  3. Expand “View Loans,” then click the “View Loan Details” arrow next to a loan
          • Direct Loans begin with the word “Direct”
          • Federal Family Education Loans are indicated by “FFEL”
          • Perkins Loans include the word “Perkins” in the name

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FREQUENTLY ASKED QUESTIONS

Q: I am a recent retiree, and though I am no longer employed, I was employed in public service for more than 10 years. I still owe student debt. Do I qualify for PSLF?

🡺 You likely qualify for PSLF only until October 31, 2022. Submit a PSLF Application ASAP.

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FREQUENTLY ASKED QUESTIONS

Q: Is Teacher Loan Forgiveness (TLF) the same program as Public Service Loan Forgiveness (PSLF)?

🡺No. They are two different programs. Only teachers working in Title I schools qualify for TLF, while all public service workers, including all public school teachers, qualify for PSLF.

🡺TLF only forgives a certain amount of student debt (no more than $17,500). PSLF forgives all outstanding debt.

🡺 If you already received TLF, the same years of payments that went toward your TLF award are only eligible for a PSLF award if you submit a PSLF Application before October 31.

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FREQUENTLY ASKED QUESTIONS

What if I qualify for PSLF but FedLoan is not my servicer?

🡺You can qualify for forgiveness regardless of what servicer you have right now.

🡺If you want to get PSLF right now or one day, you should complete the PSLF Application on Studentaid.gov and submit the application to FedLoan Servicing before October 31, 2022.

🡺After you submit a PSLF Application, your loans will automatically be moved to FedLoan Servicing.

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FREQUENTLY ASKED QUESTIONS

How does the CARES Act Payment pause impact my PSLF payment count?

🡺The months during the CARES Act payment pause (since March 2020) count towards PSLF payments, even though you have not owed any money.

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QUESTIONS?

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CLOSING AND NEXT STEPS

BIG TAKEAWAYS

  1. EVERYONE employed by public schools/districts who hold federal student loans qualifies for PSLF, and most employees of private schools/universities qualify too.
  2. Tell everyone who wants to get PSLF one day to submit a PSLF Application before October 31, 2022.
  3. Point members to trusted resources: NEA, Savi, and the U.S. Department of Education.
  4. Follow up with NEA’s Student Debt Team with questions/issues.

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PUBLIC SERVICE LOAN FORGIVENESS REFORMS & TEMPORARY WAIVER

Ronny Lau

NEA Lobbyist

Jeff Burritt

OGC Staff Counsel

Laura Petty

OGC Law Fellow