Quick Reference

FAFSA Income Thresholds

Pell Grant income limits by family size, SAI calculation components, and automatic eligibility criteria for maximum aid.

Last Updated: Feb 2026

Key Numbers

Max Pell

$7,395 (2025-26)

SAI Range

−$1,500 to ∞

Income Cutoff

No Hard Limit

Max Pell FPL

175% / 225%

The FAFSA (Free Application for Federal Student Aid) determines eligibility for federal grants, loans, and work-study. There is no hard income cutoff—eligibility is calculated using the Student Aid Index (SAI), which considers income, assets, family size, and other factors. The 2026-27 FAFSA uses 2024 tax year data and opened October 1, 2025.

FAFSA Simplification (2024-25+)

EFC → SAI: “Expected Family Contribution” was renamed to “Student Aid Index.” The SAI can go as low as −$1,500, indicating highest financial need.

Siblings in College: No longer reduces your SAI. Each student's aid is calculated independently.

Retirement Contributions: Voluntary pre-tax contributions to retirement plans are no longer counted as untaxed income.

Fewer Questions: Reduced from 108 to ~36 questions, with direct IRS data transfer for most applicants.

FAFSA Timeline

Award YearTax Year UsedOpensFederal Deadline
2025-262023Oct 1, 2024June 30, 2026
2026-272024Oct 1, 2025June 30, 2027

State and school deadlines are often earlier. Many states have priority deadlines in February or March. Some aid is first-come, first-served.

Pell Grant Thresholds

Maximum Pell Grant eligibility is tied to the federal poverty level (FPL). Dependent students with parental AGI at or below 175% FPL (225% for single parents) qualify for the maximum $7,395 grant. Starting 2026-27, students with an SAI ≥ $14,790 (2× max Pell) are ineligible for any Pell Grant.

Maximum Pell Income Thresholds (2026-27)

Family SizeTwo-Parent (175% FPL)Single Parent (225% FPL)
2 (parent + student)$35,770$45,990
3$45,185$58,095
4$54,600$70,200
5$64,015$82,305
6$73,430$94,410
Each additional+$9,415+$12,105

Based on 2024 Federal Poverty Guidelines (48 contiguous states). The 2026-27 FAFSA uses the prior-prior year's poverty guidelines. Alaska and Hawaii have higher thresholds.

Partial Pell Grant Calculation

Student Aid IndexPell Grant AmountStatus
−$1,500 to $0$7,395Maximum
$1,000$6,395Calculated (Max − SAI)
$3,000$4,395Calculated (Max − SAI)
$6,655$740Minimum (10% of max)
$6,656 – $14,789$0Below minimum; may qualify for Min Pell
≥ $14,790$0Ineligible (OBBBA 2× rule)

Pell = $7,395 − SAI, rounded to nearest $5. Must be ≥ $740 to receive a calculated Pell. Students below the minimum threshold may still qualify for a Minimum Pell Grant based on FPL criteria. The $14,790 SAI cap is new for 2026-27 under the One Big Beautiful Bill Act.

Always submit the FAFSA even if you think your income is too high. Many colleges require it for institutional grants, and families earning $100,000+ often receive significant aid—but only if they complete the application.

SAI Formula & Allowances

The Student Aid Index (SAI) measures a family's financial strength. A lower SAI means more need and more potential aid. For dependent students, the SAI combines parent and student contributions from income and assets.

SAI Calculation Components

ComponentWhat's IncludedAssessment Rate
Parent IncomeAGI + foreign income exclusion, minus taxes paid, income protection allowance, and employment expense allowance22–47%
Parent AssetsSavings, investments, real estate (not primary home), business equity (if >100 employees)5.64%
Student IncomeAGI minus income protection (~$11,400 for 2025-26); retirement contributions no longer counted50%
Student AssetsSavings, investments, UTMA/UGMA; excludes retirement accounts and parent-owned 529 plans20%

Parent Income Protection Allowance (2025-26)

Family Size1 in College2 in College
3$22,410$18,580
4$27,670$22,920
5$32,660$27,030
6$38,200$31,630

Under FAFSA Simplification, number of family members in college no longer automatically reduces SAI. Schools may use professional judgment to adjust.

Parent Asset Protection Allowance (2025-26)

Household TypeApprox. ProtectionAssessment Above
Two-parent household$5,000–$7,0005.64%
Single parent$2,000–$3,5005.64%

Asset protection has eroded significantly. The allowance was once ~$50,000+ for older parents. The exact amount varies by age of the older parent. Assets above the protection amount are assessed at 5.64%.

Eligibility & Special Circumstances

Several circumstances can qualify students for automatic maximum Pell eligibility, asset reporting exemptions, or SAI adjustments through professional judgment.

Automatic Maximum Pell Eligibility

CriterionResult
Parent not required to file federal tax returnSAI = −$1,500 (Maximum Pell)
AGI ≤ 175% FPL (two-parent) or ≤ 225% FPL (single parent)Maximum Pell
Received means-tested benefit + income threshold metMaximum Pell + assets not reported
Dependent of deceased servicemember or public safety officerMaximum Pell (Special Rule; exempt from SAI cap)

Qualifying Means-Tested Benefits

If anyone in the household received any of these benefits in the past 2 years, the student may qualify for the maximum Pell Grant and/or exemption from asset reporting: Medicaid, SNAP (food stamps), SSI (Supplemental Security Income), TANF, WIC, and Free/Reduced School Lunch.

Professional Judgment

Qualifying Changes

Job loss or income reduction, death of a parent or spouse, divorce or separation, disability, large medical expenses, natural disaster losses, other unusual circumstances

How to Request

Contact the financial aid office directly. Provide documentation of the change and a written explanation. The school can adjust your SAI to reflect current circumstances rather than the prior-prior tax year.

2026-27 Changes (One Big Beautiful Bill Act)

ChangeDetail
SAI cap for PellSAI must be < 2× max Pell ($14,790 for 2026-27) to receive any Pell Grant
Family business exclusionBusinesses with ≤100 employees excluded from asset calculation
Family farm exclusionFarms on which the family resides excluded from assets
Commercial fishing exclusionFamily-owned commercial fishing operations excluded from assets
Foreign income in Pell calcForeign earned income exclusion added to AGI when determining Pell eligibility

OBBBA changes are effective 2026-27 only. The SAI cap and asset exclusions do not apply retroactively to 2025-26 awards. These were implemented with the official FAFSA launch on October 1, 2025.

This content is for educational and informational purposes only and does not constitute financial, tax, or legal advice. Consult a qualified professional for guidance tailored to your situation.