Follow the steps to successfully submit your IDR Plan Request.

1. Use the ‘Get Form’ button to obtain the Income-Driven Repayment Plan Request form and open it in the editing environment.
2. Begin with Section 1, where you will enter your personal borrower information, including your name, Social Security Number (SSN), address, and contact information. Make sure all details are accurate.
3. In Section 2, indicate whether you are applying for a new income-driven repayment plan or recertifying your existing plan. Select the appropriate option by marking the box next to your choice.
4. Complete Section 3 by providing accurate information about your family size, excluding yourself and your spouse. This ensures that your repayment plan calculation is based on the correct family size.
5. Proceed to Section 4 and address your marital status. Depending on your status, you will need to fill out one of the subsections (4A, 4B, 4C, or 4D), providing details on your income situation.
6. In Section 5, follow the instructions for documenting your current income. This may involve providing income verification documents such as pay stubs or letters from your employer, as well as specifying how often you receive payment.
7. Review Section 6, which requires you to sign and date the form, and have your spouse sign if applicable. This confirms your requests and authorizes the submission.
8. Before submitting your plan request, ensure that you have attached all necessary documentation outlined in Section 5. Double-check that your form is complete and accurate.
9. Finally, save your changes, and choose your preferred method for submitting the completed form: online, by mail, or fax, according to the guidelines provided in Section 7.

Start the process of submitting your Income-Driven Repayment Plan Request online today!