Income-Driven Repayment (IDR) Plan Request (PAYE, IBR, and ICR) — William D. Ford Federal Direct Loan (Direct Loan) Program and Federal Family Education Loan (FFEL) Programs (OMB No. 1845-0102) Instructions

Check this box if any of your borrower information on the form (for example name, SSN, address, or other personal details) has changed and you are updating or correcting it.

Enter your nine-digit Social Security Number (SSN); you may enter it with or without dashes. Fill only if 'Section 1 - Check this box if any of your information has changed' is 'Yes'.

Enter your full legal name as you want it on file (first, middle, and last name). Fill only if 'Section 1 - Check this box if any of your information has changed' is 'Yes'.

Enter your current street address, including apartment or unit number if applicable. Fill only if 'Section 1 - Check this box if any of your information has changed' is 'Yes'.

Enter the city for your current mailing address. Fill only if 'Section 1 - Check this box if any of your information has changed' is 'Yes'.

Enter the two-letter U.S. postal abbreviation for the state of your mailing address. Fill only if 'Section 1 - Check this box if any of your information has changed' is 'Yes'.

Enter the ZIP Code for your mailing address (5-digit ZIP or ZIP+4). Fill only if 'Section 1 - Check this box if any of your information has changed' is 'Yes'.

Enter the best telephone number to reach you, including area code and any extension if applicable. Fill only if 'Section 1 - Check this box if any of your information has changed' is 'Yes'.

Optionally enter your email address if you want to provide an email contact. Fill only if 'Section 1 - Check this box if any of your information has changed' is 'Yes'.

Check this box if you currently have taxable income.

Check this box if you do not have any income or receive only untaxed income.

Check this box if you currently have taxable income and need to provide documentation as instructed in Section 5B.

Check this box if you do not currently have any income or receive only untaxed income, and are not required to provide documentation.

Check this box if you are not currently in a deferment or forbearance for any of your loans.

Check this box if you are currently in deferment or forbearance but you want to begin making payments under your selected repayment plan right away.

Check this box if you are currently in deferment or forbearance and you do not want to begin repaying your loans until that deferment or forbearance period has ended.

Enter the total number of children, including unborn children, in your family who receive more than half of their support from you.

Enter the number of other people (not your spouse or children) who live with you and receive more than half of their support from you.

Check this box if your income has significantly decreased since you filed your last federal income tax return.

Check this box if your income has not significantly decreased since you filed your last federal income tax return.

Check this box if you have not filed a federal income tax return in the last two years.

Check this box if you choose the IBR (Income-Based Repayment) plan as your income-driven repayment option in Item 2. Fill only if 'Item 2 - Change to a different income-driven plan' is 'Yes'.

Check this box if you choose the PAYE (Pay As You Earn) plan as your income-driven repayment option in Item 2. Fill only if 'Item 2 - Change to a different income-driven plan' is 'Yes'.

Check this box if you choose the ICR (Income-Contingent Repayment) plan as your income-driven repayment option in Item 2. Fill only if 'Item 2 - Change to a different income-driven plan' is 'Yes'.

Check this box if you filed your last federal income tax return jointly with your spouse.

Check this box if you did not file your last federal income tax return jointly with your spouse.

Check this box if you are not married (including if you are divorced, widowed, or otherwise single); if checked, skip to Item 11.

Check this box if you are legally married and can provide or will provide spouse information; if checked, continue to Item 8.

Check this box if you are married but separated or cannot reasonably access your spouse’s income information — you will be treated as single and should skip to Item 11.

Check this box if you do have multiple loan holders or servicers and will submit a request to each holder or servicer (then continue to Item 4).

Check this box if you do not have multiple loan holders or servicers (then continue to Item 4).

Enter the address where the completed form and any documentation should be sent.

Enter the phone number to call for help completing this form.

Check this box if you approve, consent, and agree to the disclosure of your records and personally identifiable information to the IRS for the U.S. Department of Education to receive your FTI for eligibility and repayment obligations.

Check this box if you do not approve, consent, and agree to the disclosure of your information to the IRS for the U.S. Department of Education to receive your FTI.

Check this box if you request a one-month general forbearance to assist in transitioning from the IBR plan to a different repayment plan.

Provide the date the borrower signed the document.

Check this box if your income has significantly decreased or your marital status has changed since you filed your last federal income tax return.

Check this box if your income has not significantly decreased and your marital status has not changed since you filed your last federal income tax return.

Check this box if you have not filed a federal income tax return in the last two years.

Check this box if you are requesting to enroll in an income-driven repayment plan (not recertifying) and will proceed to complete Item 2.

Check this box if you are submitting materials to recertify your existing income-driven repayment plan for the annual recertification and should skip to Item 3.

Check this box if you are submitting documentation early and want your income-driven payment recalculated immediately; if checked, skip to Item 3.

Check this box if you want to switch to a different income-driven repayment plan and will continue to Item 2 to choose a plan.

Check this box if your spouse has federal student loans.

Check this box if your spouse does not have federal student loans.

Enter your spouse's Social Security Number.

Enter your spouse's full name.

Enter your spouse's date of birth.

Check this box if your spouse currently has taxable income and you will provide documentation as instructed in Section 5B.

Check this box if your spouse does not currently have any taxable income or receives only untaxed income.

Check this box if your spouse's income has significantly decreased since they filed their last federal income tax return.

Check this box if your spouse's income has not significantly decreased since they filed their last federal income tax return.