<section xmlns="http://xml.house.gov/schemas/uslm/1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:dcterms="http://purl.org/dc/terms/" style="-uslm-lc:I80" id="id81f093ac-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss"><num value="1087ss">§ 1087ss.</num><heading> Simplified needs test</heading><subsection style="-uslm-lc:I19" class="indent2 firstIndent-2" id="id81f093ad-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/a"><num value="a" class="bold">(a)</num><heading class="bold"> Simplified application section</heading><paragraph style="-uslm-lc:I79" class="indent3 firstIndent-2" id="id81f093ae-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/a/1"><num value="1" class="bold">(1)</num><heading class="bold"> In general</heading><content><p style="-uslm-lc:I12" class="indent1">The Secretary shall develop and use an easily identifiable simplified application section as part of the common financial reporting form prescribed under <ref href="/us/usc/t20/s1090/a">section 1090(a) of this title</ref> for families described in subsections (b) and (c) of this section.</p>
</content>
</paragraph>
<paragraph style="-uslm-lc:I79" class="indent3 firstIndent-2" id="id81f093af-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/a/2"><num value="2" class="bold">(2)</num><heading class="bold"> Reduced data requirements</heading><chapeau style="-uslm-lc:I12" class="indent1">The simplified application form shall—</chapeau><subparagraph style="-uslm-lc:I13" class="indent2" id="id81f093b0-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/a/2/A"><num value="A">(A)</num><content> in the case of a family meeting the requirements of subsection (b)(1), permit such family to submit only the data elements required under subsection (b)(2) for the purposes of establishing eligibility for student financial aid under this part; and</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f093b1-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/a/2/B"><num value="B">(B)</num><content> in the case of a family meeting the requirements of subsection (c), permit such family to be treated as having an expected family contribution equal to zero for purposes of establishing such eligibility and to submit only the data elements required to make a determination under subsection (c).</content>
</subparagraph>
</paragraph>
</subsection>
<subsection style="-uslm-lc:I19" class="indent2 firstIndent-2" id="id81f093b2-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b"><num value="b" class="bold">(b)</num><heading class="bold"> Simplified needs test</heading><paragraph style="-uslm-lc:I79" class="indent3 firstIndent-2" id="id81f093b3-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1"><num value="1" class="bold">(1)</num><heading class="bold"> Eligibility</heading><chapeau style="-uslm-lc:I12" class="indent1">An applicant is eligible to file a simplified form containing the elements required by paragraph (2) if—</chapeau><subparagraph style="-uslm-lc:I13" class="indent2" id="id81f093b4-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/A"><num value="A">(A)</num><chapeau> in the case of an applicant who is a dependent student—</chapeau><clause style="-uslm-lc:I14" class="indent3" id="id81f093b5-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/A/i"><num value="i">(i)</num><chapeau> the student’s parents—</chapeau><subclause style="-uslm-lc:I16" class="indent4" id="id81f093b6-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/A/i/I"><num value="I">(I)</num><content> file, or are eligible to file, a form described in paragraph (3);</content>
</subclause>
<subclause style="-uslm-lc:I16" class="indent4" id="id81f093b7-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/A/i/II"><num value="II">(II)</num><content> certify that the parents are not required to file a Federal income tax return;</content>
</subclause>
<subclause style="-uslm-lc:I16" class="indent4" id="id81f2dda8-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/A/i/III"><num value="III">(III)</num><content> include at least one parent who is a dislocated worker; or</content>
</subclause>
<subclause style="-uslm-lc:I16" class="indent4" id="id81f2dda9-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/A/i/IV"><num value="IV">(IV)</num><content> received, or the student received, benefits at some time during the previous 24-month period under a means-tested Federal benefit program as defined under subsection (d); and</content>
</subclause>
</clause>
<clause style="-uslm-lc:I14" class="indent3" id="id81f2ddaa-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/A/ii"><num value="ii">(ii)</num><content> the total adjusted gross income of the parents (excluding any income of the dependent student) is less than $50,000; or</content>
</clause>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddab-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/B"><num value="B">(B)</num><chapeau> in the case of an applicant who is an independent student—</chapeau><clause style="-uslm-lc:I14" class="indent3" id="id81f2ddac-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/B/i"><num value="i">(i)</num><chapeau> the student (and the student’s spouse, if any)—</chapeau><subclause style="-uslm-lc:I16" class="indent4" id="id81f2ddad-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/B/i/I"><num value="I">(I)</num><content> files, or is eligible to file, a form described in paragraph (3);</content>
</subclause>
<subclause style="-uslm-lc:I16" class="indent4" id="id81f2ddae-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/B/i/II"><num value="II">(II)</num><content> certifies that the student (and the student’s spouse, if any) is not required to file a Federal income tax return;</content>
</subclause>
<subclause style="-uslm-lc:I16" class="indent4" id="id81f2ddaf-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/B/i/III"><num value="III">(III)</num><content> is a dislocated worker or has a spouse who is a dislocated worker; or</content>
</subclause>
<subclause style="-uslm-lc:I16" class="indent4" id="id81f2ddb0-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/B/i/IV"><num value="IV">(IV)</num><content> received benefits at some time during the previous 24-month period under a means-tested Federal benefit program as defined under subsection (d); and</content>
</subclause>
</clause>
<clause style="-uslm-lc:I14" class="indent3" id="id81f2ddb1-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/1/B/ii"><num value="ii">(ii)</num><content> the adjusted gross income of the student (and the student’s spouse, if any) is less than $50,000.</content>
</clause>
</subparagraph>
</paragraph>
<paragraph style="-uslm-lc:I79" class="indent3 firstIndent-2" id="id81f2ddb2-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/2"><num value="2" class="bold">(2)</num><heading class="bold"> Simplified test elements</heading><chapeau style="-uslm-lc:I12" class="indent1">The six elements to be used for the simplified needs analysis are—</chapeau><subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddb3-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/2/A"><num value="A">(A)</num><content> adjusted gross income,</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddb4-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/2/B"><num value="B">(B)</num><content> Federal taxes paid,</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddb5-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/2/C"><num value="C">(C)</num><content> untaxed income and benefits,</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddb6-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/2/D"><num value="D">(D)</num><content> the number of family members,</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddb7-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/2/E"><num value="E">(E)</num><content> the number of family members in postsecondary education, and</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddb8-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/2/F"><num value="F">(F)</num><content> an allowance (A) for State and other taxes, as defined in section 1087<i>oo</i>(c)(2) of this title for dependent students and in <ref href="/us/usc/t20/s1087qq/b/2">section 1087qq(b)(2) of this title</ref> for independent students with dependents other than a spouse, or (B) for State and other income taxes, as defined in <ref href="/us/usc/t20/s1087pp/b/2">section 1087pp(b)(2) of this title</ref> for independent students without dependents other than a spouse.</content>
</subparagraph>
</paragraph>
<paragraph style="-uslm-lc:I79" class="indent3 firstIndent-2" id="id81f2ddb9-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/3"><num value="3" class="bold">(3)</num><heading class="bold"> Qualifying forms</heading><chapeau style="-uslm-lc:I12" class="indent1">In the case of an independent student, the student, or in the case of a dependent student, the family, files a form described in this subsection, or subsection (c), as the case may be, if the student or family, as appropriate, files—</chapeau><subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddba-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/3/A"><num value="A">(A)</num><content> a form 1040A or 1040EZ (including any prepared or electronic version of such form) required pursuant to title 26;</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddbb-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/3/B"><num value="B">(B)</num><content> a form 1040 (including any prepared or electronic version of such form) required pursuant to title 26, except that such form shall be considered a qualifying form only if the student or family files such form in order to take a tax credit under <ref href="/us/usc/t26/s25A">section 25A of title 26</ref>, and would otherwise be eligible to file a form described in subparagraph (A); or</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddbc-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/b/3/C"><num value="C">(C)</num><content> an income tax return (including any prepared or electronic version of such return) required pursuant to the tax code of the Commonwealth of Puerto Rico, Guam, American Samoa, the Virgin Islands, the Republic of the Marshall Islands, the Federated States of Micronesia, or Palau.</content>
</subparagraph>
</paragraph>
</subsection>
<subsection style="-uslm-lc:I19" class="indent2 firstIndent-2" id="id81f2ddbd-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c"><num value="c" class="bold">(c)</num><heading class="bold"> Zero expected family contribution</heading><chapeau style="-uslm-lc:I11" class="indent0">The Secretary shall consider an applicant to have an expected family contribution equal to zero if—</chapeau><paragraph style="-uslm-lc:I12" class="indent1" id="id81f2ddbe-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/1"><num value="1">(1)</num><chapeau> in the case of a dependent student—</chapeau><subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddbf-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/1/A"><num value="A">(A)</num><chapeau> the student’s parents—</chapeau><clause style="-uslm-lc:I14" class="indent3" id="id81f2ddc0-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/1/A/i"><num value="i">(i)</num><content> file, or are eligible to file, a form described in subsection (b)(3);</content>
</clause>
<clause style="-uslm-lc:I14" class="indent3" id="id81f2ddc1-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/1/A/ii"><num value="ii">(ii)</num><content> certify that the parents are not required to file a Federal income tax return;</content>
</clause>
<clause style="-uslm-lc:I14" class="indent3" id="id81f2ddc2-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/1/A/iii"><num value="iii">(iii)</num><content> include at least one parent who is a dislocated worker; or</content>
</clause>
<clause style="-uslm-lc:I14" class="indent3" id="id81f2ddc3-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/1/A/iv"><num value="iv">(iv)</num><content> received, or the student received, benefits at some time during the previous 24-month period under a means-tested Federal benefit program as defined under subsection (d); and</content>
</clause>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddc4-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/1/B"><num value="B">(B)</num><content> the sum of the adjusted gross income of the parents is less than or equal to $23,000; or</content>
</subparagraph>
</paragraph>
<paragraph style="-uslm-lc:I12" class="indent1" id="id81f2ddc5-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/2"><num value="2">(2)</num><chapeau> in the case of an independent student with dependents other than a spouse—</chapeau><subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddc6-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/2/A"><num value="A">(A)</num><chapeau> the student (and the student’s spouse, if any)—</chapeau><clause style="-uslm-lc:I14" class="indent3" id="id81f2ddc7-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/2/A/i"><num value="i">(i)</num><content> files, or is eligible to file, a form described in subsection (b)(3);</content>
</clause>
<clause style="-uslm-lc:I14" class="indent3" id="id81f2ddc8-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/2/A/ii"><num value="ii">(ii)</num><content> certifies that the student (and the student’s spouse, if any) is not required to file a Federal income tax return;</content>
</clause>
<clause style="-uslm-lc:I14" class="indent3" id="id81f2ddc9-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/2/A/iii"><num value="iii">(iii)</num><content> is a dislocated worker or has a spouse who is a dislocated worker; or</content>
</clause>
<clause style="-uslm-lc:I14" class="indent3" id="id81f2ddca-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/2/A/iv"><num value="iv">(iv)</num><content> received benefits at some time during the previous 24-month period under a means-tested Federal benefit program as defined under subsection (d); and</content>
</clause>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddcb-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/c/2/B"><num value="B">(B)</num><content> the sum of the adjusted gross income of the student and spouse (if appropriate) is less than or equal to $23,000.</content>
</subparagraph>
</paragraph>

<continuation style="-uslm-lc:I10" class="indent0 firstIndent0">An individual is not required to qualify or file for the earned income credit in order to be eligible under this subsection. The Secretary shall annually adjust the income level necessary to qualify an applicant for the zero expected family contribution. The income level shall be adjusted according to increases in the Consumer Price Index, as defined in <ref href="/us/usc/t20/s1087rr/f">section 1087rr(f) of this title</ref>.</continuation>
</subsection>
<subsection style="-uslm-lc:I19" class="indent2 firstIndent-2" id="id81f2ddcc-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/d"><num value="d" class="bold">(d)</num><heading class="bold"> Definitions</heading><chapeau style="-uslm-lc:I11" class="indent0">In this section:</chapeau><paragraph style="-uslm-lc:I79" class="indent3 firstIndent-2" id="id81f2ddcd-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/d/1"><num value="1" class="bold">(1)</num><heading class="bold"> Dislocated worker</heading><content><p style="-uslm-lc:I12" class="indent1">The term “dislocated worker” has the meaning given the term in <ref href="/us/usc/t29/s3102">section 3102 of title 29</ref>.</p>
</content>
</paragraph>
<paragraph style="-uslm-lc:I79" class="indent3 firstIndent-2" id="id81f2ddce-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/d/2"><num value="2" class="bold">(2)</num><heading class="bold"> Means-tested Federal benefit program</heading><chapeau style="-uslm-lc:I12" class="indent1">The term “means-tested Federal benefit program” means a mandatory spending program of the Federal Government, other than a program under this subchapter, in which eligibility for the program’s benefits, or the amount of such benefits, are determined on the basis of income or resources of the individual or family seeking the benefit, and may include such programs as—</chapeau><subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddcf-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/d/2/A"><num value="A">(A)</num><content> the supplemental security income program under title XVI of the Social Security Act (<ref href="/us/usc/t42/s1381">42 U.S.C. 1381</ref> et seq.);</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddd0-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/d/2/B"><num value="B">(B)</num><content> the supplemental nutrition assistance program under the Food and Nutrition Act of 2008 (<ref href="/us/usc/t7/s2011">7 U.S.C. 2011</ref> et seq.);</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddd1-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/d/2/C"><num value="C">(C)</num><content> the free and reduced price school lunch program established under the Richard B. Russell National School Lunch Act (<ref href="/us/usc/t42/s1751">42 U.S.C. 1751</ref> et seq.);</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddd2-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/d/2/D"><num value="D">(D)</num><content> the program of block grants for States for temporary assistance for needy families established under part A of title IV of the Social Security Act (<ref href="/us/usc/t42/s601">42 U.S.C. 601</ref> et seq.);</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddd3-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/d/2/E"><num value="E">(E)</num><content> the special supplemental nutrition program for women, infants, and children established by <ref href="/us/usc/t42/s1786">section 1786 of title 42</ref>; and</content>
</subparagraph>
<subparagraph style="-uslm-lc:I13" class="indent2" id="id81f2ddd4-3b28-11eb-8459-b1d1037aec5b" identifier="/us/usc/t20/s1087ss/d/2/F"><num value="F">(F)</num><content> other programs identified by the Secretary.</content>
</subparagraph>
</paragraph>
</subsection>
<sourceCredit id="id81f2ddd5-3b28-11eb-8459-b1d1037aec5b">(<ref href="/us/pl/89/329/tIV/s479">Pub. L. 89–329, title IV, § 479</ref>, as added <ref href="/us/pl/99/498/tIV/s406/a">Pub. L. 99–498, title IV, § 406(a)</ref>, <date date="1986-10-17">Oct. 17, 1986</date>, <ref href="/us/stat/100/1472">100 Stat. 1472</ref>; amended <ref href="/us/pl/100/50/s14/23">Pub. L. 100–50, § 14(23)</ref>–(25), <date date="1987-06-03">June 3, 1987</date>, <ref href="/us/stat/101/352">101 Stat. 352</ref>; <ref href="/us/pl/100/369/s7/c">Pub. L. 100–369, § 7(c)</ref>, <date date="1988-07-18">July 18, 1988</date>, <ref href="/us/stat/102/837">102 Stat. 837</ref>; <ref href="/us/pl/102/26/s11">Pub. L. 102–26, § 11</ref>, <date date="1991-04-09">Apr. 9, 1991</date>, <ref href="/us/stat/105/129">105 Stat. 129</ref>; <ref href="/us/pl/102/325/tIV/s471/a">Pub. L. 102–325, title IV, § 471(a)</ref>, <date date="1992-07-23">July 23, 1992</date>, <ref href="/us/stat/106/604">106 Stat. 604</ref>; <ref href="/us/pl/103/208/s2/g/10">Pub. L. 103–208, § 2(g)(10)</ref>–(15), <date date="1993-12-20">Dec. 20, 1993</date>, <ref href="/us/stat/107/2472">107 Stat. 2472</ref>; <ref href="/us/pl/105/244/tIV/s477">Pub. L. 105–244, title IV, § 477</ref>, <date date="1998-10-07">Oct. 7, 1998</date>, <ref href="/us/stat/112/1731">112 Stat. 1731</ref>; <ref href="/us/pl/109/171/tVIII/s8018/a">Pub. L. 109–171, title VIII, § 8018(a)</ref>, <date date="2006-02-08">Feb. 8, 2006</date>, <ref href="/us/stat/120/174">120 Stat. 174</ref>; <ref href="/us/pl/110/84/tVI/s602/a">Pub. L. 110–84, title VI, § 602(a)</ref>, <date date="2007-09-27">Sept. 27, 2007</date>, <ref href="/us/stat/121/804">121 Stat. 804</ref>; <ref href="/us/pl/110/234/tIV/s4002/b/1/A">Pub. L. 110–234, title IV, § 4002(b)(1)(A)</ref>, (B), (2)(N), <date date="2008-05-22">May 22, 2008</date>, <ref href="/us/stat/122/1095-1097">122 Stat. 1095–1097</ref>; <ref href="/us/pl/110/246/s4/a">Pub. L. 110–246, § 4(a)</ref>, title IV, § 4002(b)(1)(A), (B), (2)(N), <date date="2008-06-18">June 18, 2008</date>, <ref href="/us/stat/122/1664">122 Stat. 1664</ref>, 1857, 1858; <ref href="/us/pl/111/39/tIV/s406/a/4">Pub. L. 111–39, title IV, § 406(a)(4)</ref>, <date date="2009-07-01">July 1, 2009</date>, <ref href="/us/stat/123/1948">123 Stat. 1948</ref>; <ref href="/us/pl/112/74/dF/tIII/s309/b">Pub. L. 112–74, div. F, title III, § 309(b)</ref>, <date date="2011-12-23">Dec. 23, 2011</date>, <ref href="/us/stat/125/1100">125 Stat. 1100</ref>; <ref href="/us/pl/113/128/tV/s512/n/2">Pub. L. 113–128, title V, § 512(n)(2)</ref>, <date date="2014-07-22">July 22, 2014</date>, <ref href="/us/stat/128/1710">128 Stat. 1710</ref>.)</sourceCredit>
<notes type="uscNote" id="id81f2ddd6-3b28-11eb-8459-b1d1037aec5b">
<note style="-uslm-lc:I75" topic="referencesInText" id="id81f2ddd7-3b28-11eb-8459-b1d1037aec5b">
<heading class="centered smallCaps">References in Text</heading><p style="-uslm-lc:I21" class="indent0">The Social Security Act, referred to in subsec. (d)(2)(A), (D), is <ref href="/us/act/1935-08-14/ch531">act Aug. 14, 1935, ch. 531</ref>, <ref href="/us/stat/49/620">49 Stat. 620</ref>. Part A of title IV of the Act is classified generally to part A (§ 601 et seq.) of subchapter IV of chapter 7 of Title 42, The Public Health and Welfare. Title XVI of the Act is classified generally to subchapter XVI (§ 1381 et seq.) of chapter 7 of Title 42. For complete classification of this Act to the Code, see <ref href="/us/usc/t42/s1305">section 1305 of Title 42</ref> and Tables.</p>
<p style="-uslm-lc:I21" class="indent0">The Food and Nutrition Act of 2008, referred to in subsec. (d)(2)(B), is <ref href="/us/pl/88/525">Pub. L. 88–525</ref>, <date date="1964-08-31">Aug. 31, 1964</date>, <ref href="/us/stat/78/703">78 Stat. 703</ref>, which is classified generally to chapter 51 (§ 2011 et seq.) of Title 7, Agriculture. For complete classification of this Act to the Code, see Short Title note set out under <ref href="/us/usc/t7/s2011">section 2011 of Title 7</ref> and Tables.</p>
<p style="-uslm-lc:I21" class="indent0">The Richard B. Russell National School Lunch Act, referred to in subsec. (d)(2)(C), is <ref href="/us/act/1946-06-04/ch281">act June 4, 1946, ch. 281</ref>, <ref href="/us/stat/60/230">60 Stat. 230</ref>, which is classified generally to chapter 13 (§ 1751 et seq.) of Title 42, The Public Health and Welfare. For complete classification of this Act to the Code, see Short Title note set out under <ref href="/us/usc/t42/s1751">section 1751 of Title 42</ref> and Tables.</p>
</note>
<note style="-uslm-lc:I76" topic="codification" id="id81f2ddd8-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Codification</heading>
<p style="-uslm-lc:I21" class="indent0"><ref href="/us/pl/110/234">Pub. L. 110–234</ref> and <ref href="/us/pl/110/246">Pub. L. 110–246</ref> made identical amendments to this section. The amendments by <ref href="/us/pl/110/234">Pub. L. 110–234</ref> were repealed by <ref href="/us/pl/110/246/s4/a">section 4(a) of Pub. L. 110–246</ref>.</p>
</note>
<note style="-uslm-lc:I74" topic="amendments" id="id81f2ddd9-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Amendments</heading><p style="-uslm-lc:I21" class="indent0">2014—Subsec. (d)(1). <ref href="/us/pl/113/128">Pub. L. 113–128</ref> substituted “The term ‘dislocated worker’ has the meaning given the term in <ref href="/us/usc/t29/s3102">section 3102 of title 29</ref>” for “The term ‘dislocated worker’ has the meaning given the term in <ref href="/us/usc/t29/s2801">section 2801 of title 29</ref>”.</p>
<p style="-uslm-lc:I21" class="indent0">2011—Subsec. (c)(1)(B). <ref href="/us/pl/112/74/s309/b/1">Pub. L. 112–74, § 309(b)(1)</ref>, substituted “$23,000” for “$30,000”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(2)(B). <ref href="/us/pl/112/74/s309/b/2">Pub. L. 112–74, § 309(b)(2)</ref>, substituted “$23,000” for “$30,000”.</p>
<p style="-uslm-lc:I21" class="indent0">2009—Subsec. (b)(1)(A)(i)(III). <ref href="/us/pl/111/39/s406/a/4/A/i">Pub. L. 111–39, § 406(a)(4)(A)(i)</ref>, amended subcl. (III) generally. Prior to amendment, subcl. (III) read as follows: “1 of whom is a dislocated worker; or”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(1)(B)(i)(III). <ref href="/us/pl/111/39/s406/a/4/A/ii">Pub. L. 111–39, § 406(a)(4)(A)(ii)</ref>, amended subcl. (III) generally. Prior to amendment, subcl. (III) read as follows: “1 of whom is a dislocated worker; or”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(1)(A)(iii). <ref href="/us/pl/111/39/s406/a/4/B/i">Pub. L. 111–39, § 406(a)(4)(B)(i)</ref>, amended cl. (iii) generally. Prior to amendment, cl. (iii) read as follows: “1 of whom is a dislocated worker; or”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(2)(A)(iii). <ref href="/us/pl/111/39/s406/a/4/B/ii">Pub. L. 111–39, § 406(a)(4)(B)(ii)</ref>, amended cl. (iii) generally. Prior to amendment, cl. (iii) read as follows: “1 of whom is a dislocated worker; or”.</p>
<p style="-uslm-lc:I21" class="indent0">2008—Subsec. (d)(2). <ref href="/us/pl/110/246/s4002/b/1/A">Pub. L. 110–246, § 4002(b)(1)(A)</ref>, (B), (2)(N), substituted “supplemental nutrition assistance program” for “food stamp program” and “Food and Nutrition Act of 2008” for “Food Stamp Act of 1977”.</p>
<p style="-uslm-lc:I21" class="indent0">2007—Subsec. (b)(1)(A)(i), (B)(i). <ref href="/us/pl/110/84/s602/a/1">Pub. L. 110–84, § 602(a)(1)</ref>, added subcl. (III), redesignated former subcl. (III) as (IV), and, in subcl. (IV), substituted “24-month” for “12-month”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c). <ref href="/us/pl/110/84/s602/a/2/C">Pub. L. 110–84, § 602(a)(2)(C)</ref>, inserted at end of concluding provisions “The Secretary shall annually adjust the income level necessary to qualify an applicant for the zero expected family contribution. The income level shall be adjusted according to increases in the Consumer Price Index, as defined in <ref href="/us/usc/t20/s1087rr/f">section 1087rr(f) of this title</ref>.”</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(1)(A). <ref href="/us/pl/110/84/s602/a/2/A/i">Pub. L. 110–84, § 602(a)(2)(A)(i)</ref>, added cl. (iii), redesignated former cl. (iii) as (iv), and, in cl. (iv), substituted “24-month” for “12-month”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(1)(B). <ref href="/us/pl/110/84/s602/a/2/A/ii">Pub. L. 110–84, § 602(a)(2)(A)(ii)</ref>, substituted “$30,000” for “$20,000”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(2)(A). <ref href="/us/pl/110/84/s602/a/2/B/i">Pub. L. 110–84, § 602(a)(2)(B)(i)</ref>, added cl. (iii), redesignated former cl. (iii) as (iv), and, in cl. (iv), substituted “24-month” for “12-month”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(2)(B). <ref href="/us/pl/110/84/s602/a/2/B/ii">Pub. L. 110–84, § 602(a)(2)(B)(ii)</ref>, substituted “$30,000” for “$20,000”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (d). <ref href="/us/pl/110/84/s602/a/3">Pub. L. 110–84, § 602(a)(3)</ref>, substituted “Definitions” for “Definition of means-tested Federal benefit program” in heading, added par. (1), designated existing provisions as par. (2) and substituted “The term” for “In this section, the term” in introductory provisions, redesignated former pars. (1) to (6) as subpars. (A) to (F), respectively, of par. (2), and realigned margins.</p>
<p style="-uslm-lc:I21" class="indent0">2006—Subsec. (b)(1)(A)(i). <ref href="/us/pl/109/171/s8018/a/1/A/i">Pub. L. 109–171, § 8018(a)(1)(A)(i)</ref>, added cl. (i) and struck out former cl. (i) which read as follows: “the student’s parents file or are eligible to file a form described in paragraph (3) or certify that they are not required to file an income tax return and the student files or is eligible to file such a form or certifies that the student is not required to file an income tax return; and”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(1)(B)(i). <ref href="/us/pl/109/171/s8018/a/1/A/ii">Pub. L. 109–171, § 8018(a)(1)(A)(ii)</ref>, added cl. (i) and struck out former cl. (i) which read as follows: “the student (and the student’s spouse, if any) files or is eligible to file a form described in paragraph (3) or certifies that the student (and the student’s spouse, if any) is not required to file an income tax return; and”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(3). <ref href="/us/pl/109/171/s8018/a/1/B">Pub. L. 109–171, § 8018(a)(1)(B)</ref>, in introductory provisions substituted “In the case of an independent student, the student, or in the case of a dependent student, the family, files a form described in this subsection, or subsection (c), as the case may be, if the student or family, as appropriate, files” for “A student or family files a form described in this subsection, or subsection (c) of this section, as the case may be, if the student or family, respectively, files”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(1)(A). <ref href="/us/pl/109/171/s8018/a/2/A/i">Pub. L. 109–171, § 8018(a)(2)(A)(i)</ref>, added subpar. (A) and struck out former subpar. (A) which read as follows: “the student’s parents file, or are eligible to file, a form described in subsection (b)(3) of this section, or certify that the parents are not required to file an income tax return and the student files, or is eligible to file, such a form, or certifies that the student is not required to file an income tax return; and”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(1)(B). <ref href="/us/pl/109/171/s8018/a/2/A/ii">Pub. L. 109–171, § 8018(a)(2)(A)(ii)</ref>, added subpar. (B) and struck out former subpar. (B) which read as follows: “the sum of the adjusted gross income of the parents is less than or equal to the maximum amount of income (rounded annually to the nearest thousand dollars) that may be earned in 1992 or the current year, whichever is higher, in order to claim the maximum Federal earned income credit; or”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(2)(A). <ref href="/us/pl/109/171/s8018/a/2/B/i">Pub. L. 109–171, § 8018(a)(2)(B)(i)</ref>, added subpar. (A) and struck out former subpar. (A) which read as follows: “the student (and the student’s spouse, if any) files, or is eligible to file, a form described in subsection (b)(3) of this section, or certifies that the student (and the student’s spouse, if any) is not required to file an income tax return; and”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(2)(B). <ref href="/us/pl/109/171/s8018/a/2/B/ii">Pub. L. 109–171, § 8018(a)(2)(B)(ii)</ref>, added subpar. (B) and struck out former subpar. (B) which read as follows: “the sum of the adjusted gross income of the student and spouse (if appropriate) is less than or equal to the maximum amount of income (rounded annually to the nearest thousand dollars) that may be earned in 1992 or the current year, whichever is higher, in order to claim the maximum Federal earned income credit.”</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (d). <ref href="/us/pl/109/171/s8018/a/3">Pub. L. 109–171, § 8018(a)(3)</ref>, added subsec. (d).</p>
<p style="-uslm-lc:I21" class="indent0">1998—Subsec. (b)(3). <ref href="/us/pl/105/244/s477/1/A">Pub. L. 105–244, § 477(1)(A)</ref>, substituted “this subsection, or subsection (c) of this section, as the case may be,” for “this paragraph” in introductory provisions.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(3)(A). <ref href="/us/pl/105/244/s477/1/B">Pub. L. 105–244, § 477(1)(B)</ref>, struck out “or” at end.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(3)(B), (C). <ref href="/us/pl/105/244/s477/1/C">Pub. L. 105–244, § 477(1)(C)</ref>, (D), added subpar. (B) and redesignated former subpar. (B) as (C).</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(1)(A). <ref href="/us/pl/105/244/s477/2/A">Pub. L. 105–244, § 477(2)(A)</ref>, amended subpar. (A) generally. Prior to amendment, subpar. (A) read as follows: “the student’s parents were not required to file an income tax return under <ref href="/us/usc/t26/s6012/a/1">section 6012(a)(1) of title 26</ref>; and”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(2)(A). <ref href="/us/pl/105/244/s477/2/B">Pub. L. 105–244, § 477(2)(B)</ref>, amended subpar. (A) generally. Prior to amendment, subpar. (A) read as follows: “the student (and the student’s spouse, if any) was not required to file an income tax return under <ref href="/us/usc/t26/s6012/a/1">section 6012(a)(1) of title 26</ref>; and”.</p>
<p style="-uslm-lc:I21" class="indent0">1993—Subsec. (a)(1). <ref href="/us/pl/103/208/s2/g/10">Pub. L. 103–208, § 2(g)(10)</ref>, inserted “of” after “(c)”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(1)(B)(i). <ref href="/us/pl/103/208/s2/g/11">Pub. L. 103–208, § 2(g)(11)</ref>, inserted “(and the student’s spouse, if any)” after “student” in two places and struck out “such” before “an income tax return”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(2). <ref href="/us/pl/103/208/s2/g/12">Pub. L. 103–208, § 2(g)(12)</ref>, (13), substituted “six elements” for “five elements” in introductory provisions and a comma for semicolon in subpar. (E).</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(3)(A). <ref href="/us/pl/103/208/s2/g/14/A">Pub. L. 103–208, § 2(g)(14)(A)</ref>, inserted “(including any prepared or electronic version of such form)” before “required”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(3)(B). <ref href="/us/pl/103/208/s2/g/14/B">Pub. L. 103–208, § 2(g)(14)(B)</ref>, inserted “(including any prepared or electronic version of such return)” before “required”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(1)(A). <ref href="/us/pl/103/208/s2/g/15/A">Pub. L. 103–208, § 2(g)(15)(A)</ref>, amended subpar. (A) generally. Prior to amendment, subpar. (A) read as follows: “the student’s parents did not file, and were not required to file, a form 1040 required pursuant to title 26; and”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(1)(B). <ref href="/us/pl/103/208/s2/g/15/C">Pub. L. 103–208, § 2(g)(15)(C)</ref>, inserted “in 1992 or the current year, whichever is higher,” after “that may be earned”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(2)(A). <ref href="/us/pl/103/208/s2/g/15/B">Pub. L. 103–208, § 2(g)(15)(B)</ref>, amended subpar. (A) generally. Prior to amendment, subpar. (A) read as follows: “the student (and the student’s spouse, if any) did not file, and was not required to file, a form 1040 required pursuant to title 26; and”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c)(2)(B). <ref href="/us/pl/103/208/s2/g/15/C">Pub. L. 103–208, § 2(g)(15)(C)</ref>, inserted “in 1992 or the current year, whichever is higher,” after “that may be earned”.</p>
<p style="-uslm-lc:I21" class="indent0">1992—<ref href="/us/pl/102/325">Pub. L. 102–325</ref> amended section generally, substituting present provisions for provisions which related to: in subsec. (a), analysis applicable to all title IV programs; in subsec. (b), elements in tests; and in subsec. (c), simplified application form.</p>
<p style="-uslm-lc:I21" class="indent0">1991—Subsec. (a). <ref href="/us/pl/102/26">Pub. L. 102–26</ref> inserted before period at end “, or who file an income tax return pursuant to the tax code of the Commonwealth of Puerto Rico or who are not required to file pursuant to that tax code”.</p>
<p style="-uslm-lc:I21" class="indent0">1988—Subsec. (a). <ref href="/us/pl/100/369">Pub. L. 100–369</ref> substituted “Internal Revenue Code of 1986” for “Internal Revenue Code of 1954”, which for purposes of codification was translated as “title 26” thus requiring no change in text.</p>
<p style="-uslm-lc:I21" class="indent0">1987—Subsec. (a). <ref href="/us/pl/100/50/s14/23">Pub. L. 100–50, § 14(23)</ref>, substituted “subsection (b) of this section” for “paragraph (2)”, “families (1) who” for “families which”, and “and (2) who file a form 1040A or 1040EZ pursuant to title 26, or are not required to file pursuant to such title” for “and which file a form 1040A pursuant to title 26”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(2). <ref href="/us/pl/100/50/s14/24/A">Pub. L. 100–50, § 14(24)(A)</ref>, struck out “and State” after “Federal”.</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (b)(6). <ref href="/us/pl/100/50/s14/24/B">Pub. L. 100–50, § 14(24)(B)</ref>–(D), added par. (6).</p>
<p style="-uslm-lc:I21" class="indent0">Subsec. (c). <ref href="/us/pl/100/50/s14/25">Pub. L. 100–50, § 14(25)</ref>, added subsec. (c).</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2ddda-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 2014 Amendment</heading><p style="-uslm-lc:I21" class="indent0">Amendment by <ref href="/us/pl/113/128">Pub. L. 113–128</ref> effective on the first day of the first full program year after <date date="2014-07-22">July 22, 2014</date> (<date date="2015-07-01">July 1, 2015</date>), see <ref href="/us/pl/113/128/s506">section 506 of Pub. L. 113–128</ref>, set out as an Effective Date note under <ref href="/us/usc/t29/s3101">section 3101 of Title 29</ref>, Labor.</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2dddb-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 2011 Amendment</heading><p style="-uslm-lc:I21" class="indent0">Amendment by <ref href="/us/pl/112/74">Pub. L. 112–74</ref> effective <date date="2012-07-01">July 1, 2012</date>, see <ref href="/us/pl/112/74/s309/g">section 309(g) of Pub. L. 112–74</ref>, set out as a note under <ref href="/us/usc/t20/s1001">section 1001 of this title</ref>.</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2dddc-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 2009 Amendment</heading><p style="-uslm-lc:I21" class="indent0">Amendment by <ref href="/us/pl/111/39">Pub. L. 111–39</ref> effective as if enacted as part of amendments made by <ref href="/us/pl/110/84/s602/a">section 602(a) of Pub. L. 110–84</ref> and effective <date date="2009-07-01">July 1, 2009</date>, see <ref href="/us/pl/111/39/s406/b/2">section 406(b)(2) of Pub. L. 111–39</ref>, set out as a note under <ref href="/us/usc/t20/s1087mm">section 1087mm of this title</ref>.</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2dddd-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 2008 Amendment</heading><p style="-uslm-lc:I21" class="indent0">Amendment of this section and repeal of <ref href="/us/pl/110/234">Pub. L. 110–234</ref> by <ref href="/us/pl/110/246">Pub. L. 110–246</ref> effective <date date="2008-05-22">May 22, 2008</date>, the date of enactment of <ref href="/us/pl/110/234">Pub. L. 110–234</ref>, except as otherwise provided, see <ref href="/us/pl/110/246/s4">section 4 of Pub. L. 110–246</ref>, set out as an Effective Date note under <ref href="/us/usc/t7/s8701">section 8701 of Title 7</ref>, Agriculture.</p>
<p style="-uslm-lc:I21" class="indent0">Amendment by section 4002(b)(1)(A), (B), (2)(N) of <ref href="/us/pl/110/246">Pub. L. 110–246</ref> effective <date date="2008-10-01">Oct. 1, 2008</date>, see <ref href="/us/pl/110/246/s4407">section 4407 of Pub. L. 110–246</ref>, set out as a note under <ref href="/us/usc/t2/s1161">section 1161 of Title 2</ref>, The Congress.</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2ddde-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 2007 Amendment</heading><p><ref href="/us/pl/110/84/tVI/s602/b">Pub. L. 110–84, title VI, § 602(b)</ref>, <date date="2007-09-27">Sept. 27, 2007</date>, <ref href="/us/stat/121/805">121 Stat. 805</ref>, provided that: <quotedContent origin="/us/pl/110/84/tVI/s602/b">“The amendments made by this section [amending this section] shall be effective on <date date="2009-07-01">July 1, 2009</date>.”</quotedContent>
</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2dddf-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 2006 Amendment</heading><p style="-uslm-lc:I21" class="indent0">Amendment by <ref href="/us/pl/109/171">Pub. L. 109–171</ref> effective <date date="2006-07-01">July 1, 2006</date>, except as otherwise provided, see <ref href="/us/pl/109/171/s8001/c">section 8001(c) of Pub. L. 109–171</ref>, set out as a note under <ref href="/us/usc/t20/s1002">section 1002 of this title</ref>.</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2dde0-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 1998 Amendment</heading><p style="-uslm-lc:I21" class="indent0">Amendment by <ref href="/us/pl/105/244">Pub. L. 105–244</ref> effective <date date="1998-10-07">Oct. 7, 1998</date>, see <ref href="/us/pl/105/244/s480A">section 480A of Pub. L. 105–244</ref>, set out as a note under <ref href="/us/usc/t20/s1087kk">section 1087kk of this title</ref>.</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2dde1-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 1993 Amendment</heading><p style="-uslm-lc:I21" class="indent0">Amendment by <ref href="/us/pl/103/208">Pub. L. 103–208</ref> effective as if included in the Higher Education Amendments of 1992, <ref href="/us/pl/102/325">Pub. L. 102–325</ref>, except as otherwise provided, see <ref href="/us/pl/103/208/s5/a">section 5(a) of Pub. L. 103–208</ref>, set out as a note under <ref href="/us/usc/t20/s1051">section 1051 of this title</ref>.</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2dde2-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 1992 Amendment</heading><p style="-uslm-lc:I21" class="indent0">Amendment by <ref href="/us/pl/102/325">Pub. L. 102–325</ref> applicable with respect to determinations of need under this part for award years beginning on or after <date date="1993-07-01">July 1, 1993</date>, see <ref href="/us/pl/102/325/s471/b">section 471(b) of Pub. L. 102–325</ref>, set out as a note under <ref href="/us/usc/t20/s1087kk">section 1087kk of this title</ref>.</p>
</note>
<note style="-uslm-lc:I74" topic="effectiveDateOfAmendment" id="id81f2dde3-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Effective Date of 1987 Amendment</heading><p style="-uslm-lc:I21" class="indent0">Amendment by <ref href="/us/pl/100/50">Pub. L. 100–50</ref> effective as if enacted as part of the Higher Education Amendments of 1986, <ref href="/us/pl/99/498">Pub. L. 99–498</ref>, see <ref href="/us/pl/100/50/s27">section 27 of Pub. L. 100–50</ref>, set out as a note under <ref href="/us/usc/t20/s1001">section 1001 of this title</ref>.</p>
</note>
<note style="-uslm-lc:I74" topic="miscellaneous" id="id81f2dde4-3b28-11eb-8459-b1d1037aec5b"><heading class="centered smallCaps">Evaluation of Simplified Needs Test</heading><p><ref href="/us/pl/109/171/tVIII/s8018/b">Pub. L. 109–171, title VIII, § 8018(b)</ref>, <date date="2006-02-08">Feb. 8, 2006</date>, <ref href="/us/stat/120/175">120 Stat. 175</ref>, provided that:<quotedContent origin="/us/pl/109/171/tVIII/s8018/b">
<paragraph style="-uslm-lc:I21" class="indent0"><num value="1">“(1)</num><heading> <inline class="small-caps">Eligibility guidelines</inline>.—</heading><content>The Secretary of Education shall regularly evaluate the impact of the eligibility guidelines in subsections (b)(1)(A)(i), (b)(1)(B)(i), (c)(1)(A), and (c)(2)(A) of section 479 of the Higher Education Act of 1965 (<ref href="/us/usc/t20/s1087ss/b/1/A/i">20 U.S.C. 1087ss(b)(1)(A)(i)</ref>, (b)(1)(B)(i), (c)(1)(A), and (c)(2)(A)).</content>
</paragraph>
<paragraph style="-uslm-lc:I21" class="indent0"><num value="2">“(2)</num><heading> <inline class="small-caps">Means-tested federal benefit program</inline>.—</heading><content>For each 3-year period, the Secretary of Education shall evaluate the impact of including the receipt of benefits by a student or parent under a means-tested Federal benefit program (as defined in section 479(d) of the Higher Education Act of 1965 (<ref href="/us/usc/t20/s1087ss/d">20 U.S.C. 1087ss(d)</ref>)[)] as a factor in determining eligibility under subsections (b) and (c) of section 479 of the Higher Education Act of 1965 (<ref href="/us/usc/t20/s1087ss/b">20 U.S.C. 1087ss(b)</ref> and (c)).”</content>
</paragraph>
</quotedContent>
</p>
</note>
</notes>
</section>