Get Ibr/pay As You Earn/icr - Student Assistance Foundation - Files Safmt

This guide provides a comprehensive overview of how to complete the IBR/Pay As You Earn/ICR form through an online platform. Whether you are requesting a new repayment plan based on your income or need to reevaluate your current monthly payment amount, this guide offers step-by-step instructions tailored to support your needs.

Follow the steps to accurately complete the form and submit your repayment request.

1. Click ‘Get Form’ button to obtain the form and access it in your preferred online editor.
2. Complete Section 1: Borrower Identification by entering your Social Security Number, name, address, and contact information. Ensure that all details are accurate and check the box if anything has changed.
3. In Section 2: Repayment Plan Request, choose the reason for your request by selecting the appropriate checkbox. Indicate whether you are requesting a repayment plan, submitting annual documentation, or asking for a recalculation.
4. If applicable, fill out Section 3: Spousal Information with your spouse’s identifying details, ensuring they are included if you file a joint federal income tax return or plan to repay jointly.
5. In Section 4: Family Size and Federal Tax Information, specify your family size and answer questions regarding your tax filings for the past two years.
6. Proceed to Section 5: Alternative Documentation of Income if your reported income or tax return information does not accurately reflect your current situation.
7. Review Section 6: Borrower Request, Understandings, Agreement, Authorization, and Certification to confirm your understanding of the terms and authorize your information for processing.
8. Check Section 7 for instructions and confirmation that you have followed all directions clearly, particularly regarding documentation submission.
9. Submit the completed form along with any necessary documentation to the address listed in Section 10, ensuring to keep copies for your records.
10. You may save your changes, download, print, or share the form as needed after completing all sections.

Begin filling out your IBR/Pay As You Earn/ICR form online today to manage your student loan repayments effectively.