§ 1001. General definition of institution of higher
education
(a) Institution of higher education
For purposes of this chapter, other than sub-
chapter IV, the term ‘‘institution of higher edu-
cation’’ means an educational institution in any
State that—
(1) admits as regular students only persons
having a certificate of graduation from a
school providing secondary education, or the
recognized equivalent of such a certificate, or
persons who meet the requirements of section
1091(d) of this title;
(2) is legally authorized within such State to
provide a program of education beyond sec-
ondary education;
(3) provides an educational program for
which the institution awards a bachelor’s de-
gree or provides not less than a 2-year pro-
gram that is acceptable for full credit toward
such a degree, or awards a degree that is ac-
ceptable for admission to a graduate or profes-
sional degree program, subject to review and
approval by the Secretary;
(4) is a public or other nonprofit institution;
and
(5) is accredited by a nationally recognized
accrediting agency or association, or if not so
accredited, is an institution that has been
granted preaccreditation status by such an
agency or association that has been recognized
by
the
Secretary
for
the
granting
of
preaccreditation status, and the Secretary has
determined that there is satisfactory assur-
ance that the institution will meet the accred-
itation standards of such an agency or associa-
tion within a reasonable time.
(b) Additional institutions included
For purposes of this chapter, other than sub-
chapter IV, the term ‘‘institution of higher edu-
cation’’ also includes—
(1) any school that provides not less than a
1-year program of training to prepare students
for gainful employment in
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Page 185
TITLE 20—EDUCATION
§ 1001
PART A—DEFINITIONS
§ 1001. General definition of institution of higher
education
(a) Institution of higher education
For purposes of this chapter, other than sub-
chapter IV, the term ‘‘institution of higher edu-
cation’’ means an educational institution in any
State that—
(1) admits as regular students only persons
having a certificate of graduation from a
school providing secondary education, or the
recognized equivalent of such a certificate, or
persons who meet the requirements of section
1091(d) of this title;
(2) is legally authorized within such State to
provide a program of education beyond sec-
ondary education;
(3) provides an educational program for
which the institution awards a bachelor’s de-
gree or provides not less than a 2-year pro-
gram that is acceptable for full credit toward
such a degree, or awards a degree that is ac-
ceptable for admission to a graduate or profes-
sional degree program, subject to review and
approval by the Secretary;
(4) is a public or other nonprofit institution;
and
(5) is accredited by a nationally recognized
accrediting agency or association, or if not so
accredited, is an institution that has been
granted preaccreditation status by such an
agency or association that has been recognized
by
the
Secretary
for
the
granting
of
preaccreditation status, and the Secretary has
determined that there is satisfactory assur-
ance that the institution will meet the accred-
itation standards of such an agency or associa-
tion within a reasonable time.
(b) Additional institutions included
For purposes of this chapter, other than sub-
chapter IV, the term ‘‘institution of higher edu-
cation’’ also includes—
(1) any school that provides not less than a
1-year program of training to prepare students
for gainful employment in a recognized occu-
pation and that meets the provision of para-
graphs (1), (2), (4), and (5) of subsection (a); and
(2) a public or nonprofit private educational
institution in any State that, in lieu of the re-
quirement in subsection (a)(1), admits as reg-
ular students individuals—
(A) who are beyond the age of compulsory
school attendance in the State in which the
institution is located; or
(B) who will be dually or concurrently en-
rolled in the institution and a secondary
school.
(c) List of accrediting agencies
For purposes of this section and section 1002 of
this title, the Secretary shall publish a list of
nationally recognized accrediting agencies or as-
sociations that the Secretary determines, pursu-
ant to subpart 2 of part H of subchapter IV, to
be reliable authority as to the quality of the
education or training offered.
(Pub. L. 89–329, title I, § 101, as added Pub. L.
105–244, title I, § 101(a), Oct. 7, 1998, 112 Stat. 1585;
amended Pub. L. 110–315, title I, § 101(a), Aug. 14,
2008, 122 Stat. 3083; Pub. L. 112–74, div. F, title
III, § 309(c)(3), Dec. 23, 2011, 125 Stat. 1101.)
Editorial Notes
PRIOR PROVISIONS
Provisions similar to this section were contained in
section 1141(a) of this title prior to repeal by Pub. L.
105–244.
A prior section 1001, Pub. L. 89–329, title I, § 101, as
added Pub. L. 102–325, title I, § 101, July 23, 1992, 106
Stat. 459, related to purposes of school, college, and
university partnership grant program, prior to the gen-
eral amendment of this subchapter by Pub. L. 105–244.
Another prior section 1001, Pub. L. 89–329, title I, § 101,
as added Pub. L. 99–498, title I, § 101, Oct. 17, 1986, 100
Stat. 1278, related to Congressional findings, prior to
the general amendment of this subchapter by Pub. L.
102–325.
Another prior section 1001, Pub. L. 89–329, title I, § 101,
as added Pub. L. 96–374, title I, § 101(a), Oct. 3, 1980, 94
Stat. 1373, stated Congressional findings with respect to
continuing postsecondary education program and plan-
ning, prior to the general amendment of this sub-
chapter by Pub. L. 99–498.
Another prior section 1001, Pub. L. 89–329, title I, § 101,
Nov. 8, 1965, 79 Stat. 1219; Pub. L. 90–575, title II, § 201,
Oct. 16, 1968, 82 Stat. 1035; Pub. L. 92–318, title I, § 101(a),
June 23, 1972, 86 Stat. 236; Pub. L. 94–482, title I, § 101(a),
Oct. 12, 1976, 90 Stat. 2083; Pub. L. 96–49, § 2, Aug. 13,
1979, 93 Stat. 351, authorized appropriations for the
community service, continuing education, and lifelong
learning program grant programs through fiscal year
1980, prior to the general amendment of this subchapter
by Pub. L. 96–374.
AMENDMENTS
2011—Subsec. (a)(1). Pub. L. 112–74 substituted ‘‘sec-
tion 1091(d)’’ for ‘‘section 1091(d)(3)’’.
2008—Subsec. (a)(1). Pub. L. 110–315, § 101(a)(1)(A), in-
serted ‘‘, or persons who meet the requirements of sec-
tion 1091(d)(3) of this title’’ before semicolon at end.
Subsec. (a)(3). Pub. L. 110–315, § 101(a)(1)(B), inserted
‘‘, or awards a degree that is acceptable for admission
to a graduate or professional degree program, subject
to review and approval by the Secretary’’ before semi-
colon at end.
Subsec. (b)(2). Pub. L. 110–315, § 101(a)(2), added par. (2)
and struck out former par. (2) which read as follows: ‘‘a
public or nonprofit private educational institution in
any State that, in lieu of the requirement in subsection
(a)(1) of this section, admits as regular students per-
sons who are beyond the age of compulsory school at-
tendance in the State in which the institution is lo-
cated.’’
Statutory Notes and Related Subsidiaries
EFFECTIVE DATE OF 2020 AMENDMENT
Pub. L. 116–260, div. FF, title VII, § 701(b), Dec. 27,
2020, 134 Stat. 3137, as amended by Pub. L. 117–103, div.
R, § 102(a), Mar. 15, 2022, 136 Stat. 819, provided that:
‘‘Except as otherwise expressly provided, this Act
[probably means ‘‘this title’’, see Tables for classifica-
tion], and the amendments made by this title to the
Higher Education Act of 1965 (20 U.S.C. 1001 et seq.),
shall take effect on July 1, 2024, and shall apply with
respect to award year 2024–2025 and each subsequent
award year, as determined under the Higher Education
Act of 1965. The Secretary of Education shall have the
authority to take such steps as are necessary before
July 1, 2024, to provide for the orderly implementation
on such date of the amendments to the Higher Edu-
cation Act of 1965 made by this Act.’’
EFFECTIVE DATE OF 2011 AMENDMENT
Pub. L. 112–74, div. F, title III, § 309(g), Dec. 23, 2011,
125 Stat. 1103, provided that: ‘‘The amendments made
Page 186
TITLE 20—EDUCATION
§ 1001
by subsections (a), (b), and (c) [amending this section
and sections 1070a, 1087ss, and 1091 of this title, and en-
acting provisions set out as a note under section 1091 of
this title] shall take effect on July 1, 2012.’’
EFFECTIVE DATE OF 2009 AMENDMENT
Pub. L. 111–39, § 3, July 1, 2009, 123 Stat. 1935, provided
that: ‘‘Except as otherwise provided in this Act [see Ta-
bles for classification], the amendments made by this
Act shall take effect as if enacted on the date of enact-
ment of the Higher Education Opportunity Act (Public
Law 110–315) [Aug. 14, 2008].’’
EFFECTIVE DATE OF 2008 AMENDMENT
Pub. L. 110–315, § 3, Aug. 14, 2008, 122 Stat. 3083, pro-
vided that: ‘‘Except as otherwise provided in this Act
[see Tables for classification] or the amendments made
by this Act, this Act and the amendments made by this
Act shall take effect on the date of enactment of this
Act [Aug. 14, 2008].’’
Pub. L. 110–315, title I, § 101(b), Aug. 14, 2008, 122 Stat.
3083, as amended by Pub. L. 111–39, title I, § 101(a)(1),
July 1, 2009, 123 Stat. 1935, provided that: ‘‘The amend-
ments made by this section [amending this section]
shall take effect on the date of enactment of this Act
[Aug. 14, 2008].’’
EFFECTIVE DATE OF 1998 AMENDMENT
Pub. L. 105–244, § 3, Oct. 7, 1998, 112 Stat. 1585, provided
that: ‘‘Except as otherwise provided in this Act [see Ta-
bles for classification] or the amendments made by this
Act, the amendments made by this Act shall take ef-
fect on October 1, 1998.’’
EFFECTIVE DATE OF 1992 AMENDMENT
Pub. L. 102–325, § 2, July 23, 1992, 106 Stat. 458, pro-
vided that: ‘‘Except as otherwise provided in this Act
(20 U.S.C. 1001 et seq.) [see Tables for classification],
the amendments made by this Act shall take effect on
October 1, 1992.’’
EFFECTIVE DATE OF 1987 AMENDMENT
Pub. L. 100–50, § 27, June 3, 1987, 101 Stat. 363, provided
that: ‘‘The amendments made by this Act [see Short
Title of 1987 Amendment note below] shall take effect
as if enacted as part of the Higher Education Amend-
ments of 1986 [Pub. L. 99–498, see Short Title of 1986
Amendments note below].’’
EFFECTIVE DATE OF 1986 AMENDMENT
Pub. L. 99–498, § 2, Oct. 17, 1986, 100 Stat. 1277, provided
that: ‘‘Except as otherwise provided in this Act, the
amendments made by this Act [see Tables for classi-
fication] shall take effect on the date of enactment of
this Act [Oct. 17, 1986].’’
EFFECTIVE DATE OF 1980 AMENDMENT
Pub. L. 96–374, title XIII, § 1393, Oct. 3, 1980, 94 Stat.
1504, provided that:
‘‘(a) Except as provided in subsection (b), this Act and
the amendments made by this Act [see Tables for clas-
sification] shall take effect on October 1, 1980.
‘‘(b)(1) The amendment made by section 301 of this
Act to title III of the Act [enacting subchapter III of
this chapter] shall take effect October 1, 1981.
‘‘(2) The amendment made by section 404(c)(4) of this
Act to section 415C(b)(4) of the Act [amending section
1070c–2 of this title] shall be effective October 1, 1979.
‘‘(3) The amendment made by section 405 to subpart
4 of part A of title IV of the Act [amending subpart 4
of part A of subchapter IV of this chapter generally]
shall take effect October 1, 1981.
‘‘(4) The amendments made by part B of title IV of
this Act [enacting sections 1077a, 1078–2, 1083a, and
1087–1a of this title and amending sections 1074, 1075,
1077, 1078, 1078–1, 1080, 1082, 1085, 1087–1, and 1087–2 of this
title] shall take effect, except as otherwise provided
therein, on January 1, 1981, and to the extent such
amendments make changes in such part B which affect
student loans, such changes shall apply to outstanding
loans as well as to loans made after the amendments
take effect, except that the amendments made by sec-
tion
415(b)
[amending
sections
1077(a)(2)(B)
and
1078(b)(1)(E) of this title] shall apply with respect to
any loan to cover the cost of instruction for any period
of instruction beginning on or after January 1, 1981, to
any student borrower who has no outstanding balance
of principal or interest on any loan made, insured, or
guaranteed under part B of title IV of the Higher Edu-
cation Act of 1965 [part B of subchapter IV of this chap-
ter] on the date on which the borrower enters into the
note or other written evidence of the loan.
‘‘(5) The amendments made by part D of title IV of
this Act [enacting sections 1087cc–1, 1087hh, and 1087ii
of this title and amending sections 1087aa to 1087gg of
this title] shall apply to loans made under part E of the
Act [20 U.S.C. 1087aa et seq.] on or after October 1, 1980.
‘‘(6) The amendment made by section 701 of this Act
adding section 731 of the Act [former section 1132d of
this title] shall apply to loans made under section 731
on or after October 1, 1980.’’
EFFECTIVE DATE OF 1976 AMENDMENT
Pub. L. 94–482, title V, § 532, Oct. 12, 1976, 90 Stat. 2241,
provided that: ‘‘The provisions of this Act [see Tables
for classification] and the amendments made by this
Act shall take effect 30 days after the date of the enact-
ment of this Act [Oct. 12, 1976] except—
‘‘(1) as specifically otherwise provided; and
‘‘(2) that each amendment made by this Act (not
subject to clause (1) of this section) providing for au-
thorization of appropriations shall take effect July 1,
1976.’’
SHORT TITLE OF 2024 AMENDMENT
Pub. L. 118–173, § 1, Dec. 23, 2024, 138 Stat. 2597, pro-
vided that: ‘‘This Act [amending section 1092 of this
title and enacting provisions set out as notes under sec-
tion 1092 of this title] may be cited as the ‘Stop Campus
Hazing Act’.’’
Pub. L. 118–145, § 1, Dec. 11, 2024, 138 Stat. 1671, pro-
vided that: ‘‘This Act [amending section 1090 of this
title] may be cited as the ‘FAFSA Deadline Act’.’’
SHORT TITLE OF 2022 AMENDMENT
Pub. L. 117–200, § 1, Oct. 11, 2022, 136 Stat. 2219, pro-
vided that: ‘‘This Act [amending sections 1078–3 and
1087e of this title] may be cited as the ‘Joint Consolida-
tion Loan Separation Act’.’’
Pub. L. 117–103, div. R, § 101, Mar. 15, 2022, 136 Stat.
819, provided that: ‘‘This division [amending sections
1070a, 1087kk, 1087ll, 1087ss, 1087uu–2, 1090, and 1092f of
this title and sections 292d and 292r of Title 42, The
Public Health and Welfare, repealing section 1070h of
this title, enacting provisions set out as notes under
section 1070a of this title, and amending provisions set
out as a note under this section] may be cited as the
‘FAFSA Simplification Act Technical Corrections
Act’.’’
SHORT TITLE OF 2021 AMENDMENT
Pub. L. 117–49, § 1, Oct. 13, 2021, 135 Stat. 402, provided
that: ‘‘This Act [amending section 1070g–2 of this title,
enacting provisions set out as notes under this section
and section 1070g–2 of this title, and amending provi-
sions set out as a note under this section] may be cited
as the ‘Consider Teachers Act of 2021’.’’
SHORT TITLE OF 2020 AMENDMENT
Pub. L. 116–270, § 1, Dec. 31, 2020, 134 Stat. 3325, pro-
vided that: ‘‘This Act [enacting sections 1063d and 1063e
of this title and enacting provisions set out as notes
under section 1063d of this title] may be cited as the
‘HBCU Propelling Agency Relationships Towards a New
Era of Results for Students Act’ or the ‘HBCU PART-
NERS Act’.’’
Pub. L. 116–260, div. FF, title VII, § 701(a), Dec. 27,
2020, 134 Stat. 3137, provided that: ‘‘This title [see Ta-
Page 187
TITLE 20—EDUCATION
§ 1001
bles for classification] may be cited as the ‘FAFSA
Simplification Act’.’’
Pub. L. 116–251, § 1, Dec. 22, 2020, 134 Stat. 1129, pro-
vided that: ‘‘This Act [amending sections 1018, 1092,
1092b, and 1097 of this title and enacting provisions set
out as notes under sections 1018 and 1097 of this title]
may be cited as the ‘Stop Student Debt Relief Scams
Act of 2019’.’’
Pub. L. 116–136, div. A, title III, § 3501, Mar. 27, 2020,
134 Stat. 395, provided that: ‘‘This subtitle [subtitle B
(§§ 3501–3519) of title III of div. A of Pub. L. 116–136,
amending section 6103 of Title 26, Internal Revenue
Code, and enacting provisions set out as notes under
this section and section 7861 of this title, section 6103 of
Title 26, section 3163 of Title 29, Labor, and section
12501 of Title 42, The Public Health and Welfare] may be
cited as the ‘COVID–19 Pandemic Education Relief Act
of 2020’.’’
SHORT TITLE OF 2019 AMENDMENT
Pub. L. 116–91, § 1, Dec. 19, 2019, 133 Stat. 1189, provided
that: ‘‘This Act [enacting section 1098h of this title,
amending sections 1067q, 1070a, 1087, 1087e, 1091, and
1098e of this title and section 6103 of Title 26, Internal
Revenue Code, and enacting provisions set out as notes
under section 6103 of Title 26] may be cited as the ‘Fos-
tering Undergraduate Talent by Unlocking Resources
for Education Act’ or the ‘FUTURE Act’.’’
SHORT TITLE OF 2015 AMENDMENT
Pub. L. 114–105, § 1, Dec. 18, 2015, 129 Stat. 2219, pro-
vided that: ‘‘This Act [amending sections 1087aa,
1087cc–1, and 1087ff of this title and enacting provisions
set out as notes under sections 1087aa and 1226a of this
title] may be cited as the ‘Federal Perkins Loan Pro-
gram Extension Act of 2015’.’’
SHORT TITLE OF 2013 AMENDMENT
Pub. L. 113–28, § 1, Aug. 9, 2013, 127 Stat. 506, provided
that: ‘‘This Act [amending section 1087e of this title
and enacting provisions set out as a note under section
1087e of this title] may be cited as the ‘Bipartisan Stu-
dent Loan Certainty Act of 2013’.’’
SHORT TITLE OF 2010 AMENDMENT
Pub. L. 111–152, title II, § 2001(a), Mar. 30, 2010, 124
Stat. 1071, provided that: ‘‘This subtitle [subtitle A
(§§ 2001–2213) of title II of Pub. L. 111–152, enacting sec-
tion 1087i–2 of this title, amending sections 1002, 1067q,
1070a, 1070a–14, 1071, 1074, 1077a, 1078, 1078–2, 1078–3,
1078–8, 1085, 1087–1, 1087b, 1087d, 1087e, 1087f, 1087h, 1090,
1092f, 1098e, 1141, and 1161y of this title, enacting provi-
sions set out as notes under sections 1002, 1070a, 1087d,
and 1087e of this title, and repealing provisions set out
as a note under section 1078 of this title] may be cited
as the ‘SAFRA Act’.’’
SHORT TITLE OF 2008 AMENDMENT
Pub. L. 110–315, § 1(a), Aug. 14, 2008, 122 Stat. 3078, pro-
vided that: ‘‘This Act [see Tables for classification]
may be cited as the ‘Higher Education Opportunity
Act’.’’
Pub. L. 110–227, § 1, May 7, 2008, 122 Stat. 740, provided
that: ‘‘This title [probably means this ‘‘Act’’, enacting
section 1087i–1 of this title, amending sections 1070a–1,
1071, 1078, 1078–2, 1078–8, 1087a, and 1087f of this title, and
enacting provisions set out as notes under sections
1070a–1, 1071, 1078, 1078–8, and 1089 of this title] may be
cited as the ‘Ensuring Continued Access to Student
Loans Act of 2008’.’’
Pub. L. 110–198, § 1, Mar. 24, 2008, 122 Stat. 656, pro-
vided that: ‘‘This Act [enacting and amending provi-
sions set out as notes under this section] may be cited
as the ‘Higher Education Extension Act of 2008’.’’
SHORT TITLE OF 2007 AMENDMENT
Pub. L. 110–109, § 1, Oct. 31, 2007, 121 Stat. 1028, pro-
vided that: ‘‘This Act [amending section 1085 of this
title and enacting and amending provisions set out as
notes under this section] may be cited as the ‘Third
Higher Education Extension Act of 2007’.’’
Pub. L. 110–84, § 1(a), Sept. 27, 2007, 121 Stat. 784, pro-
vided that: ‘‘This Act [enacting sections 1070g to
1070g–3, 1098e, 1098f, 1099d, 1099e, and 1141 of this title,
amending sections 1070a, 1070a–13, 1077a, 1078, 1078–3,
1085, 1087–1, 1087e, 1087h, 1087dd, 1087ff, 1087oo to 1087tt,
and 1087vv of this title, repealing section 1078–9 of this
title, enacting provisions set out as notes under sec-
tions 1070a, 1078, 1078–3, 1087oo, 1087ss, 1087tt, and 1087vv
of this title, and amending provisions set out as a note
under section 1078 of this title] may be cited as the
‘College Cost Reduction and Access Act’.’’
Pub. L. 110–51, § 1, July 31, 2007, 121 Stat. 263, provided
that: ‘‘This Act [enacting and amending provisions set
out as notes under this section] may be cited as the
‘Second Higher Education Extension Act of 2007’.’’
Pub. L. 110–44, § 1, July 3, 2007, 121 Stat. 238, provided
that: ‘‘This Act [enacting and amending provisions set
out as notes under this section] may be cited as the
‘First Higher Education Extension Act of 2007’.’’
SHORT TITLE OF 2006 AMENDMENT
Pub. L. 109–292, § 1, Sept. 30, 2006, 120 Stat. 1340, pro-
vided that: ‘‘This Act [amending sections 1085, 1087h,
1101a, and 1101c of this title, enacting provisions set out
as notes under this section and section 1085 of this
title, and amending provisions set out as a note under
this section] may be cited as the ‘Third Higher Edu-
cation Extension Act of 2006’.’’
Pub. L. 109–238, § 1, June 30, 2006, 120 Stat. 507, pro-
vided that: ‘‘This Act [enacting and amending provi-
sions set out as notes under this section] may be cited
as the ‘Second Higher Education Extension Act of
2006’.’’
Pub. L. 109–212, § 1, Apr. 1, 2006, 120 Stat. 321, provided
that: ‘‘This Act [enacting and amending provisions set
out as notes under this section] may be cited as the
‘Higher Education Extension Act of 2006’.’’
Pub. L. 109–171, title VIII, § 8001(a), Feb. 8, 2006, 120
Stat. 155, provided that: ‘‘This subtitle [subtitle A
(§§ 8001–8024) of title VIII of Pub. L. 109–171, enacting
sections 1070a–1 and 1092e of this title, amending sec-
tions 1002, 1071, 1074, 1075, 1077a, 1078 to 1078–3, 1078–6 to
1078–10, 1082, 1085, 1087, 1087–1, 1087e, 1087h, 1087j, 1087dd,
1087ll, 1087oo to 1087ss, 1087vv, 1088, 1091, 1091b, and 1095a
of this title, enacting provisions set out as notes under
sections 1002, 1075, 1078, 1087–1, 1087oo to 1087qq, and
1087ss of this title, and amending provisions set out as
a note under section 1078–10 of this title] may be cited
as the ‘Higher Education Reconciliation Act of 2005’.’’
SHORT TITLE OF 2005 AMENDMENTS
Pub. L. 109–150, § 1, Dec. 30, 2005, 119 Stat. 2884, pro-
vided that: ‘‘This Act [amending section 1087–1 of this
title, enacting provisions set out as a note under sec-
tion 1087–1 of this title, and amending provisions set
out as notes under this section and section 1078–10 of
this title] may be cited as the ‘Second Higher Edu-
cation Extension Act of 2005’.’’
Pub. L. 109–67, § 1, Sept. 21, 2005, 119 Stat. 2001, pro-
vided that: ‘‘This Act [amending section 1091b of this
title] may be cited as the ‘Student Grant Hurricane and
Disaster Relief Act’.’’
Pub. L. 109–66, § 1, Sept. 21, 2005, 119 Stat. 1999, pro-
vided that: ‘‘This Act [amending section 1091b of this
title] may be cited as the ‘Pell Grant Hurricane and
Disaster Relief Act’.’’
SHORT TITLE OF 2004 AMENDMENT
Pub. L. 108–409, § 1, Oct. 30, 2004, 118 Stat. 2299, pro-
vided that: ‘‘This Act [amending sections 1078–10,
1087–1, and 1087j of this title and enacting provisions set
out as notes under section 1078–10 of this title] may be
cited as the ‘Taxpayer-Teacher Protection Act of
2004’.’’
SHORT TITLE OF 2000 AMENDMENTS
Pub. L. 106–420, § 1, Nov. 1, 2000, 114 Stat. 1867, pro-
vided that: ‘‘This Act [enacting section 1092d of this
Page 188
TITLE 20—EDUCATION
§ 1001
title, amending section 522 of Title 11, Bankruptcy, and
enacting provisions set out as notes under section 1092d
of this title and section 994 of Title 28, Judiciary and
Judicial Procedure] may be cited as the ‘College Schol-
arship Fraud Prevention Act of 2000’.’’
Pub. L. 106–386, div. B, title VI, § 1601(a), Oct. 28, 2000,
114 Stat. 1537, provided that: ‘‘This section [amending
sections 1092 and 1232g of this title and section 14071 of
Title 42, The Public Health and Welfare, and enacting
provisions set out as notes under section 1092 of this
title and section 14071 of Title 42] may be cited as the
‘Campus Sex Crimes Prevention Act’.’’
SHORT TITLE OF 1998 AMENDMENT
Pub. L. 105–244, § 1(a), Oct. 7, 1998, 112 Stat. 1581, pro-
vided that: ‘‘This Act [see Tables for classification]
may be cited as the ‘Higher Education Amendments of
1998’.’’
SHORT TITLE OF 1997 AMENDMENT
Pub. L. 105–78, title VI, § 609(a), Nov. 13, 1997, 111 Stat.
1522, provided in part that: ‘‘This section [amending
sections 1078–3, 1087h, 1087oo to 1087qq, and 1087vv of
this title and enacting provisions set out as notes
under sections 1078–3 and 1087h of this title] may be
cited as the ‘Emergency Student Loan Consolidation
Act of 1997’.’’
SHORT TITLE OF 1996 AMENDMENT
Pub. L. 104–208, div. A, title I, § 101(e) [title VI, § 601],
Sept. 30, 1996, 110 Stat. 3009–233, 3009–275, provided that:
‘‘This title [enacting sections 1087–3, 1087–4, and 1132f–10
of this title, amending sections 1078–3, 1085, and 1087–2
of this title, repealing sections 1087–2, 1087–3, and 1132f
to 1132f–9 of this title, and enacting provisions set out
as notes under sections 1078–3 and 1087–2 of this title]
may be cited as the ‘Student Loan Marketing Associa-
tion Reorganization Act of 1996’.’’
SHORT TITLE OF 1994 AMENDMENT
Pub. L. 103–382, title III, § 360B(a), Oct. 20, 1994, 108
Stat. 3969, provided that: ‘‘This section [amending sec-
tion 1092 of this title and enacting provisions set out as
a note under section 1092 of this title] may be cited as
the ‘Equity in Athletics Disclosure Act’.’’
SHORT TITLE OF 1993 AMENDMENTS
Pub. L. 103–208, § 1(a), Dec. 20, 1993, 107 Stat. 2457, pro-
vided that: ‘‘This Act [see Tables for classification]
may be cited as the ‘Higher Education Technical
Amendments of 1993’.’’
Pub. L. 103–66, title IV, § 4011(a), Aug. 10, 1993, 107
Stat. 341, provided that: ‘‘This subtitle [subtitle A
(§§ 4011–4047) of title IV of Pub. L. 103–66, amending sec-
tions 1072, 1078, 1078–3, 1078–8, 1085, 1087–2, and 1087a to
1087h of this title, repealing section 1078–1 of this title,
omitting sections 1087i and 1087j of this title, and en-
acting provisions set out as notes under sections 1078,
1078–3, and 1078–8 of this title] may be cited as the ‘Stu-
dent Loan Reform Act of 1993’.’’
SHORT TITLE OF 1992 AMENDMENT
Pub. L. 102–325, § 1(a), July 23, 1992, 106 Stat. 448, pro-
vided that: ‘‘This Act [see Tables for classification]
may be cited as the ‘Higher Education Amendments of
1992’.’’
SHORT TITLE OF 1991 AMENDMENT
Pub. L. 102–26, § 1(a), Apr. 9, 1991, 105 Stat. 123, pro-
vided that: ‘‘This Act [enacting section 1211b of this
title, amending sections 1078, 1078–1, 1085, 1087ss, 1088,
1091, 1091a, 1092, 1094, and 1141 of this title, enacting
provisions set out as notes under sections 1070, 1078–1,
1088, and 1091a of this title, amending provisions set out
as a note under section 1092 of this title, and repealing
provisions set out as a note under section 1088 of this
title] may be cited as the ‘Higher Education Technical
Amendments of 1991’.’’
SHORT TITLE OF 1990 AMENDMENTS
Pub. L. 101–542, § 1, Nov. 8, 1990, 104 Stat. 2381, pro-
vided that: ‘‘This Act [amending sections 1085, 1092,
1094, and 1232g of this title and enacting provisions set
out as notes under this section and section 1092 of this
title] may be cited as the ‘Student Right-To-Know and
Campus Security Act’.’’
Pub. L. 101–542, title I, § 101, Nov. 8, 1990, 104 Stat.
2381, provided that: ‘‘This title [amending section 1092
of this title and enacting provisions set out as notes
under section 1092 of this title] may be cited as the
‘Student Right-To-Know Act’.’’
Pub. L. 101–542, title II, § 201, Nov. 8, 1990, 104 Stat.
2384, provided that: ‘‘This title [amending sections 1092,
1094, and 1232g of this title and enacting provisions set
out as notes under section 1092 of this title] may be
cited as the ‘Crime Awareness and Campus Security
Act of 1990’.’’
Pub. L. 101–508, title III, § 3001, Nov. 5, 1990, 104 Stat.
1388–25, provided that: ‘‘This subtitle [subtitle A
(§§ 3001–3008) of title III of Pub. L. 101–508, amending sec-
tions 1078, 1078–1, 1078–7, 1085, 1088, and 1091 of this title
and sections 362, 541, and 1328 of Title 11, Bankruptcy,
enacting provisions set out as notes under sections
1078–7, 1085, and 1088 of this title and sections 362 and
1328 of Title 11, and amending provisions set out as a
note under section 1078–1 of this title] may be cited as
the ‘Student Loan Default Prevention Initiative Act of
1990’.’’
SHORT TITLE OF 1989 AMENDMENT
Pub. L. 101–239, title II, § 2001, Dec. 19, 1989, 103 Stat.
2111,
provided
that:
‘‘This
subtitle
[subtitle
A
(§§ 2001–2009) of title II of Pub. L. 101–239, enacting sec-
tion 1078–7 of this title, amending sections 1077, 1078,
1078–1, 1078–6, 1082, 1085, 1087dd, 1087tt, 1088, 1092b, and
1094 of this title, and enacting provisions set out as
notes under sections 1077, 1078, 1078–1, and 1078–6 of this
title] may be cited as the ‘Student Loan Reconciliation
Amendments of 1989’.’’
SHORT TITLE OF 1987 AMENDMENT
Pub. L. 100–50, § 1(a), June 3, 1987, 101 Stat. 335, pro-
vided that: ‘‘This Act [enacting sections 1059a, 1087tt,
1087uu, 1087uu–1, and 1145d–1 of this title, amending sec-
tions 1057, 1058, 1062, 1063a to 1063c, 1065, 1066, 1067, 1069a,
1070a to 1070a–4, 1070a–6, 1070b–3, 1070c–4, 1070d–1b,
1070d–2, 1070e–1, 1070f, 1075, 1077, 1077a, 1078 to 1078–3,
1078–5, 1078–6, 1080a, 1081 to 1083, 1085, 1087–1, 1087–2,
1087d, 1087bb, 1087cc, 1087cc–1, 1087dd, 1087ee, 1087oo to
1087ss, 1087vv, 1088, 1089 to 1091, 1092 to 1092b, 1095, 1096,
1098, 1109 to 1109d, 1111, 1111b, 1111f, 1111g, 1122, 1132a,
1132a–1, 1132d, 1132d–2, 1132g–3, 1132i–1, 1134h to 1134j,
1141, 1145e, 1221e, and 1221e–1 of this title, section 4604
of Title 22, Foreign Relations and Intercourse, and sec-
tions 2752, 2753, and 2756 of Title 42, The Public Health
and Welfare, enacting provisions set out as notes under
section 2752 of Title 42, and amending provisions set out
as notes under sections 1011, 1071, 1087dd, 1087kk, 1091,
1121, 1145d, 1221–1, and 1221e–1 of this title and section
2753 of Title 42] may be cited as the ‘Higher Education
Technical Amendments Act of 1987’.’’
SHORT TITLE OF 1986 AMENDMENTS
Pub. L. 99–498, § 1, Oct. 17, 1986, 100 Stat. 1268, provided
that: ‘‘This Act [see Tables for classification] may be
cited as the ‘Higher Education Amendments of 1986’.’’
Pub. L. 99–320, § 1, May 23, 1986, 100 Stat. 491, provided:
‘‘That this Act [amending sections 1078 and 1080a of this
title and a provision set out as a note under section
1072 of this title] may be cited as the ‘Student Finan-
cial Assistance Technical Corrections Act of 1986’.’’
Pub. L. 99–272, title XVI, § 16001(a), Apr. 7, 1986, 100
Stat. 339, provided that: ‘‘This title [enacting sections
1078–3, 1080a, and 1091a of this title, amending sections
1072, 1074, 1075, 1077, 1078, 1080, 1082, 1083a, 1085, 1087–1,
1087–2, 1087cc, 1087cc–1, 1087dd, 1087gg, 1089, 1091, and 1094
of this title, enacting provisions set out as notes under
sections 1072, 1078, and 1078–3 of this title, and amend-
Page 189
TITLE 20—EDUCATION
§ 1001
ing provisions set out as a note under section 1078 of
this title] may be cited as the ‘Student Financial As-
sistance Amendments of 1985’.’’
SHORT TITLE OF 1983 AMENDMENTS
Pub. L. 98–95, § 1, Sept. 26, 1983, 97 Stat. 708, provided:
‘‘That this Act [enacting section 1065a of this title,
amending section 1069c of this title, enacting provisions
set out as a note under section 1132a–1 of this title, and
amending provisions set out as notes under sections 123
and 1069c of this title] may be cited as the ‘Challenge
Grant Amendments of 1983’.’’
Pub. L. 98–79, § 1, Aug. 15, 1983, 97 Stat. 476, provided:
‘‘That this Act [amending sections 1071, 1077, 1077a,
1078, 1078–2, 1083a, 1087–1, 1087–2, 1087cc–1, and 1098 of
this title, repealing section 1087–1a of this title, enact-
ing provisions set out as notes under sections 1077,
1077a, 1078, and 1087–1 of this title, and amending provi-
sions set out as notes under sections 1070a, 1078, and
1089 of this title] may be cited as the ‘Student Loan
Consolidation and Technical Amendments Act of 1983’.’’
SHORT TITLE OF 1982 AMENDMENT
Pub. L. 97–301, § 1, Oct. 13, 1982, 96 Stat. 1400, which
provided: ‘‘That this Act [amending sections 1070a,
1083a, 1087–2, and 1087cc–1 of this title and enacting pro-
visions set out as notes under sections 1070a, 1070b–3,
1078, 1087bb, 1089, and 1221e–1 of this title and section
2752 of Title 42, The Public Health and Welfare] may be
cited as the ‘Student Financial Assistance Technical
Amendments Act of 1982’.’’, was repealed by Pub. L.
99–498, title IV, § 408(b), Oct. 17, 1986, 100 Stat. 1495, eff.
with respect to any academic year beginning on or
after July 1, 1988.
SHORT TITLE OF 1981 AMENDMENT
Pub. L. 97–35, title V, subtitle B, § 531, Aug. 13, 1981,
95 Stat. 450, provided that: ‘‘This subtitle [amending
sections 1075, 1077, 1077a, 1078, 1078–1, 1078–2, 1087–1,
1087–2, 1087dd, 1089, 1096, and 1232 of this title, repealing
section 1087–3a of this title, and enacting provisions set
out as notes under section 1078 of this title] may be
cited as the ‘Postsecondary Student Assistance Amend-
ments of 1981’.’’
SHORT TITLE OF 1980 AMENDMENT
Pub. L. 96–374, § 1, Oct. 3, 1980, 94 Stat. 1367, provided:
‘‘That this Act [enacting sections 239a, 1001 to 1005, 1011
to 1015, 1016 to 1019, 1021, 1022, 1029, 1031 to 1034, 1041,
1042, 1047 to 1047j, 1051, 1057 to 1069c, 1070d–1a to 1070d–2,
1077a, 1078–2, 1083a, 1087–1a, 1087cc–1, 1087hh, 1087ii, 1088
to 1098, 1119b to 1119b–5, 1119c to 1119c–2, 1121 to 1127,
1130 to 1132, 1132a to 1132a–1, 1132b to 1132c, 1132d to
1132d–4, 1132e, 1132e–1, 1134d to 1134p, 1135 to 1135a–3, 1136
to 1136d, 1143, 1144a, 1145, 1146, 1221e–1b, 1221e–4, and 3063
to 3065 of this title, section 640c–2 of Title 25, Indians,
and sections 2753 and 2756b of Title 42, The Public
Health and Welfare, amending sections 1070 to 1070c–3,
1070d, 1070d–1, 1070e to 1077, 1078, 1078–1, 1079, 1080 to
1083, 1085 to 1087–1, 1087–2, 1087aa to 1087cc, 1087dd to
1087gg, 1101 to 1104, 1119 to 1119a–1, 1133 to 1134c, 1135c–1,
1141, 1142, 1221e, 1226a, 1226c, and 1232 of this title, sec-
tion 326a of Title 7, Agriculture, section 640c–1 of Title
25, sections 714 and 792 of Title 29, Labor, and sections
2751, 2752, and 2756 of Title 42, repealing sections 511 to
513, 1070c–4, 1070d–3, 1087–4, 1134q to 1134s, 1142a, 1142b,
1145, 1145a, 1145c, 1172 to 1174, 1176, 1177, and 1221d of this
title and section 2754 of Title 42, enacting provisions set
out as notes under sections 236, 1001, 1119b, and 1221–1 of
this title and section 301 of Title 7, and amending provi-
sions set out as notes under section 236 of this title and
section 301 of Title 7] may be cited as the ‘Education
Amendments of 1980’.’’
SHORT TITLE OF 1979 AMENDMENT
Pub. L. 96–49, § 1, Aug. 13, 1979, 93 Stat. 351, provided:
‘‘That this Act [enacting section 1087gg of this title,
amending this section and sections 513, 1021, 1042, 1051,
1070a, 1070b, 1070c, 1070d, 1070d–2, 1070e–1, 1078, 1087–1,
1087aa, 1088, 1101, 1119, 1121, 1132a, 1132b, 1132c, 1132c–4,
1134, 1134e, 1134i, 1134n, 1134r–1, 1135, 1135a, 1136b, 1142b,
1221d, and 1221e of this title, enacting provisions set out
as notes under sections 1070a, 1087–1, 1087gg, and 1088 of
this title, and amending provisions set out as a note
under section 1070a of this title] may be cited as the
‘Higher Education Technical Amendments of 1979’.’’
SHORT TITLE OF 1978 AMENDMENTS
Pub. L. 95–566, § 1, Nov. 1, 1978, 92 Stat. 2402, provided:
‘‘That this Act [enacting section 1087–3a of this title,
amending sections 1070a, 1070c–2, 1070d–1, 1075, 1077, 1078,
1088 and 1088f of this title, and enacting provisions set
out as a note under this section] may be cited as the
‘Middle Income Student Assistance Act’.’’
Pub. L. 95–336, § 1, Aug. 4, 1978, 92 Stat. 451, provided:
‘‘That this Act [amending section 1070e–1 of this title,
sections 1001, 1002, and 1007 of Title 21, Food and Drugs,
and former section 246 of Title 38, Veterans’ Benefits,
and enacting provisions set out as a note under section
1070e–1 of this title] may be cited as the ‘Alcohol and
Drug Abuse Education Amendments of 1978’.’’
SHORT TITLE OF 1976 AMENDMENTS
Pub. L. 94–482, § 1, Oct. 12, 1976, 90 Stat. 2081, provided:
‘‘That this Act [see Tables for classification] may be
cited as the ‘Education Amendments of 1976’.’’
Pub. L. 94–328, § 1, June 30, 1976, 90 Stat. 727, provided:
‘‘That this joint resolution [amending sections 1070a,
1074, 1078 and 1078a of this title and enacting provisions
set out as notes under section 1226a of this title and
section 2756 of Title 42, The Public Health and Welfare]
may be cited as the ‘Emergency Technical Provisions
Act of 1976’.’’
SHORT TITLE OF 1972 AMENDMENT
Pub. L. 92–318, § 1, June 23, 1972, 86 Stat. 235, provided:
‘‘That this Act [enacting chapter 36 (§ 1601 et seq.),
chapter 37 (§ 1651 et seq.), chapter 38 (§ 1681 et seq.), and
sections 241aa to 241ff, 887c, 887d, 900 to 900a–5, 1005a,
1021, 1031, 1042, 1070 to 1070e, 1070e–1, 1087–1, 1087–2,
1087aa to 1087ff, 1088d to 1088g, 1119a, 1132a to 1132e–1,
1134 to 1134s, 1135, 1135a, 1135b to 1135c, 1135c–1, 1142a,
1142b, 1144a, 1145a, 1211a, 1221a to 1221h, 1227 of this title,
and section 326a of Title 7, Agriculture, and 2756a of
Title 42, The Public Health and Welfare, amending this
section and sections 240, 241c, 241e, 331a, 332, 421, 441,
511, 513, 822, 823, 842, 843, 863, 880b–3a, 1003, 1011, 1021, 1022
to 1024, 1027, 1031, 1033, 1041, 1051 to 1056, 1061, 1068, 1070,
1074, 1075, 1077, 1078, 1078a, 1080, 1083, 1084, 1087, 1087a,
1087c, 1088, 1088c, 1091, 1091a to 1091c, 1101, 1102, 1108 to
1111, 1115, 1116, 1118, 1119, 1119a, 1119b–2, 1121, 1129, 1133,
1133a, 1134j, 1136, 1136a, 1136b, 1141, 1176, 1231, 1231a,
1232a, 1232c, 1242, 1244, 1248, 1302, 1321 to 1323, 1341, 1352,
1371, 1391, and 1412 of this title, and sections 329, 331,
343, 349, 361, and 1626 of Title 7, sections 24, 84, 1464, and
1757 of Title 12, Banks and Banking, sections 203 and 213
of Title 29, Labor, and sections 2751, 2752, and 2754 of
Title 42, repealing sections 1, 2, 426, 711 to 721, 731, 732,
746, 1021, 1031, 1032, 1060, 1118, 1119a, 1119b–2, and 1119c–4
of this title, and enacting provisions set out as notes
under this section and sections 241a, 241e, 241aa, 331a,
425, 821, 887d, 1005a, 1009, 1070, 1070e, 1074, 1075, 1087–2,
1087aa, 1091a, 1132a, 1132c–3, 1135c, 1231, and 1232 of this
title, sections 301 and 326a of Title 7, and section 3501
of Title 42] may be cited as the ‘Education Amend-
ments of 1972’.’’
SHORT TITLE OF 1968 AMENDMENT
Pub. L. 90–575, § 1, Oct. 16, 1968, 82 Stat. 1014, provided:
‘‘That this Act [enacting sections 451 to 455, 746, 1056,
1060, 1087, 1087a to 1087c, 1088 to 1088c, 1089, 1119a–1,
1129a, 1133 to 1133b, 1134 to 1134l, 1135, 1135a, 1135b, 1135c,
1136 to 1136b, 1145, 1146 to 1150 of this title, amending
this section and sections 403, 421 to 425, 425 note, 426, 441
to 445, 462 to 464, 481 to 484, 511, 513, 562, 581, 584, 588, 591,
711, 713 to 718, 731, 732, 743, 751, 758, 961, 1005, 1006, 1021
to 1024, 1031, 1033, 1041, 1051, 1061, 1062, 1065 to 1068, 1071
to 1075, 1077, 1078, 1080, 1083 to 1086, 1091c, 1101, 1104, 1108
Page 190
TITLE 20—EDUCATION
§ 1001
to 1111, 1113, 1114, 1115, 1118, 1119a, 1119b–2, 1121, 1124,
1125, 1141, 1142, 1143, 1144 and 1176 of this title, section
1464 of Title 12, Banks and Banking, and sections 2741,
2751 to 2756, and 2809 of Title 42, The Public Health and
Welfare, repealing sections 733, 981 to 996 of this title,
and section 2757 of Title 42, and enacting provisions set
out as notes under this section and sections 423 to 425,
445, 462 to 464, 588, 713, 716 to 718, 743, 751, 981, 1006, 1022,
1024, 1051, 1056, 1060, 1067, 1071, 1077, 1078, 1083, 1088b, and
1109 of this title, and sections 2751, 2753, 2754, and 2809
of Title 42] may be cited as the ‘Higher Education
Amendments of 1968’.’’
SHORT TITLE OF 1966 AMENDMENT
Pub. L. 89–752, § 1, Nov. 3, 1966, 80 Stat. 1240, provided:
‘‘That this Act [enacting section 1086 of this title,
amending sections 403, 421, 425, 441, 443, 711–715, 731, 743,
744, 751, 1022, 1051, 1072, 1121, and 1124 of this title, and
enacting provisions set out as notes under sections 403,
443, 1022, 1071, and 1124 of this title] may be cited as the
‘Higher Education Amendments of 1966’.’’
SHORT TITLE
Pub. L. 89–329, § 1, Nov. 8, 1965, 79 Stat. 1219, provided:
‘‘That this Act [enacting this chapter and section 2757
of Title 42, The Public Health and Welfare, and amend-
ing sections 403, 424, 425, 441, 443, 591, 711, 713 to 717, 731,
and 751 of this title, and sections 2751 to 2756, and 2761
of Title 42] may be cited as the ‘Higher Education Act
of 1965’.’’
Pub. L. 89–329, title V, § 509, as added by Pub. L. 90–35,
§ 8, provided that title V of Pub. L. 89–329 could be cited
as the ‘‘Education Professions Development Act’’, prior
to the general amendment of title V of Pub. L. 89–329
by Pub. L. 99–498, title V, § 501(a), Oct. 17, 1986, 100 Stat.
1495.
For short title of section 1092(f) of this title as the
Jeanne Clery Campus Safety Act, see section 1092(f)(19)
of this title.
EMERGENCY FINANCIAL AID GRANTS
Pub. L. 116–260, div. N, title II, § 277, Dec. 27, 2020, 134
Stat. 1980, provided that:
‘‘(a) IN GENERAL.—In the case of a student receiving
a qualified emergency financial aid grant—
‘‘(1) such grant shall not be included in the gross in-
come of such individual for purposes of the Internal
Revenue Code of 1986 [26 U.S.C. 1 et seq.], and
‘‘(2) such grant shall not be treated as described in
subparagraph (A), (B), or (C) of section 25A(g)(2) of
such Code [26 U.S.C. 25A(g)(2)].
‘‘(b) DEFINITIONS.—For purposes of this subsection,
the term ‘qualified emergency financial aid grant’
means—
‘‘(1) any emergency financial aid grant awarded by
an institution of higher education under section 3504
of the CARES Act [section 3504 of Pub. L. 116–136, set
out below],
‘‘(2) any emergency financial aid grant from an in-
stitution of higher education made with funds made
available under section 18004 of the CARES Act [Pub.
L. 116–136, 20 U.S.C. 3401 note], and
‘‘(3) any other emergency financial aid grant made
to a student from a Federal agency, a State, an In-
dian tribe, an institution of higher education, or a
scholarship-granting organization (including a tribal
organization, as defined in section 4 of the Indian
Self-Determination and Education Assistance Act (25
U.S.C.5304 [sic])) for the purpose of providing finan-
cial relief to students enrolled at institutions of high-
er education in response to a qualifying emergency
(as defined in section 3502(a)(4) of the CARES Act
[section 3502(a)(4) of Pub. L. 116–136, set out below]).
‘‘(c) LIMITATION.—This section shall not apply to that
portion of any amount received which represents pay-
ment for teaching, research, or other services required
as a condition for receiving the qualified emergency fi-
nancial aid grant.
‘‘(d) EFFECTIVE
DATE.—This section shall apply to
qualified emergency financial aid grants made after
March 26, 2020.’’
GUIDANCE TO STATES
Pub. L. 116–260, div. FF, title VII, § 702(a)(3), Dec. 27,
2020, 134 Stat. 3138, provided that: ‘‘The Secretary of
Education shall issue guidance for States on interpre-
tation and implementation of the terminology and for-
mula adjustments made to the Higher Education Act of
1965 (20 U.S.C. 1001 et seq.) under the amendments by
this Act [probably means ‘‘this title’’, see Tables for
classification], including the student aid index, for-
merly known as the expected family contribution, and
the need analysis formulas.’’
FORGIVENESS OF HBCU CAPITAL FINANCING LOANS
Pub. L. 116–260, div. FF, title VII, § 706, Dec. 27, 2020,
134 Stat. 3200, provided that:
‘‘(a) FORGIVENESS.—Not later than 90 days after the
effective date of this section [see Effective Date of 2020
Amendment note set out above], the Secretary of Edu-
cation shall repay each institution of higher edu-
cation’s outstanding balance of principal, interest, fees,
and costs on the disbursed loan amounts (as of such ef-
fective date) under each applicable closed loan agree-
ment, including paying any reimbursement (including
reimbursements of escrow and return of fees and depos-
its) relating to the applicable closed loan agreement
that are usual and customary when the loan is paid off
by the institution.
‘‘(b) APPLICABLE CLOSED LOAN AGREEMENT.—In this
section, the term ‘applicable closed loan agreement’
means each of the following:
‘‘(1) A closed loan agreement executed before the
date of enactment of this Act [Dec. 27, 2020] and made
under part D of title III of the Higher Education Act
of 1965 (20 U.S.C. 1066 et seq.).
‘‘(2) A closed loan agreement executed before the
date of enactment of this Act and made for deferment
balances authorized under—
‘‘(A) section 3512 of the CARES Act [Pub. L.
116–136] (20 U.S.C. 1001 note);
‘‘(B) title III of division A of the Further Consoli-
dated Appropriations Act, 2020 (Public Law 116–94;
133 Stat. 2586) [see Tables for classification];
‘‘(C) title III of division B of the Department of
Defense and Labor, Health and Human Services,
and Education Appropriations Act, 2019 and Con-
tinuing Appropriations Act, 2019 (Public Law
115–245; 132 Stat. 3097) [see Tables for classification];
or
‘‘(D) title III of division H of the Consolidated Ap-
propriations Act, 2018 (Public Law 115–141; 132 Stat.
741) [see Tables for classification].
‘‘(c) AUTHORIZATION AND APPROPRIATION.—There are
authorized to be appropriated, and there are appro-
priated, out of any amounts in the Treasury not other-
wise appropriated, such sums as may be necessary to
carry out subsection (a).
‘‘(d)
EFFECTIVE
DATE.—Notwithstanding
section
701(b) [set out as a note above], this section shall take
effect on the date of enactment of this Act [Dec. 27,
2020].’’
COVID–19 PANDEMIC EDUCATION RELIEF
Pub. L. 118–5, div. B, title IV, § 271, June 3, 2023, 137
Stat. 33, provided that:
‘‘(a) IN GENERAL.—Sixty days after June 30, 2023, the
waivers and modifications described in subsection (c)
shall cease to be effective.
‘‘(b) PROHIBITION.—Except as expressly authorized by
an Act of Congress enacted after the date of enactment
of this Act [June 3, 2023], the Secretary of Education
may not use any authority to implement an extension
of any executive action or rule specified in subsection
(c).
‘‘(c) WAIVERS
AND
MODIFICATIONS
DESCRIBED.—The
waivers and modifications described in this subsection
are the waivers and modifications of statutory and reg-
ulatory provisions relating to an extension of the sus-
pension of payments on certain loans and waivers of in-
terest on such loans under section 3513 of the CARES
Act [Pub. L. 116–136] (20 U.S.C. 1001 note)—
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TITLE 20—EDUCATION
§ 1001
‘‘(1) described by the Department of Education in
the Federal Register on October 12, 2022 (87 Fed. Reg.
61513 et seq.); and
‘‘(2) most recently extended in the announcement
by the Department of Education on November 22,
2022.’’
Pub. L. 116–136, div. A, title III, §§ 3502–3510, 3512, 3513,
3517–3519, Mar. 27, 2020, 134 Stat. 395–399, 403, 404, 408, 409,
as amended by Pub. L. 116–260, div. FF, title I, § 101(a),
Dec. 27, 2020, 134 Stat. 3082; Pub. L. 117–49, § 4(a), (b),
Oct. 13, 2021, 135 Stat. 404, 405; Pub. L. 117–103, div. HH,
title I, § 101, Mar. 15, 2022, 136 Stat. 1112, provided that:
‘‘SEC. 3502. DEFINITIONS.
‘‘(a)
DEFINITIONS.—In
this
subtitle
[subtitle
B
(§§ 3501–3519) of title III of div. A of Pub. L. 116–136, see
Short Title of 2020 Amendment note set out above]:
‘‘(1) CORONAVIRUS.—The term ‘coronavirus’ has the
meaning given the term in section 506 of the
Coronavirus Preparedness and Response Supple-
mental Appropriations Act, 2020 (Public Law 116–123
[134 Stat. 155]).
‘‘(2) FOREIGN INSTITUTION.—The term ‘foreign insti-
tution’ means an institution of higher education lo-
cated outside the United States that is described in
paragraphs (1)(C) and (2) of section 102(a) of the High-
er Education Act of 1965 (20 U.S.C. 1002(a)).
‘‘(3) INSTITUTION OF HIGHER EDUCATION.—The term
‘institution of higher education’ has the meaning of
the term under section 102 of the Higher Education
Act of 1965 (20 U.S.C. 1002).
‘‘(4) QUALIFYING EMERGENCY.—The term ‘qualifying
emergency’ means—
‘‘(A) a public health emergency related to the
coronavirus declared by the Secretary of Health
and Human Services pursuant to section 319 of the
Public Health Service Act (42 U.S.C. 247d);
‘‘(B) an event related to the coronavirus for which
the President declared a major disaster or an emer-
gency under section 401 or 501, respectively, of the
Robert T. Stafford Disaster Relief and Emergency
Assistance Act (42 U.S.C. 5170 and 5191); or
‘‘(C)
a
national
emergency
related
to
the
coronavirus declared by the President under section
201 of the National Emergencies Act (50 U.S.C. 1601
et seq.) [50 U.S.C. 1621].
‘‘(5) SECRETARY.—The term ‘Secretary’ means the
Secretary of Education.
‘‘SEC. 3503. CAMPUS-BASED AID WAIVERS.
‘‘(a) WAIVER OF NON-FEDERAL SHARE REQUIREMENT.—
Notwithstanding sections 413C(a)(2) and 443(b)(5) of the
Higher Education Act of 1965 (20 U.S.C. 1070b–2(a)(2) and
1087–53(b)(5)), with respect to funds made available for
award years 2019–2020 and 2020–2021, the Secretary shall
waive the requirement that a participating institution
of higher education provide a non-Federal share to
match Federal funds provided to the institution for the
programs authorized pursuant to subpart 3 of part A
and part C of title IV of the Higher Education Act of
1965 (20 U.S.C. 1070b et seq. and 1087–51 et seq.) for all
awards made under such programs during such award
years, except nothing in this subsection shall affect the
non-Federal share requirement under section 443(c)(3)
that applies to private for-profit organizations.
‘‘(b) AUTHORITY
TO
REALLOCATE.—Notwithstanding
sections 413D, 442, and 488 of the Higher Education Act
of 1965 (20 U.S.C. 1070b–3, 1087–52, and 1095), during a pe-
riod of a qualifying emergency, an institution may
transfer up to 100 percent of the institution’s unex-
pended allotment under section 442 of such Act to the
institution’s allotment under section 413D of such Act,
but may not transfer any funds from the institution’s
unexpended allotment under section 413D of such Act
to the institution’s allotment under section 442 of such
Act.
‘‘SEC. 3504. USE OF SUPPLEMENTAL EDUCATIONAL
OPPORTUNITY GRANTS FOR EMERGENCY AID.
‘‘(a) IN GENERAL.—Notwithstanding section 413B of
the Higher Education Act of 1965 (20 U.S.C. 1070b–1), an
institution of higher education may reserve any
amount of an institution’s allocation under subpart 3 of
part A of title IV of the Higher Education Act of 1965
(20 U.S.C. 1070b et seq.) for a fiscal year to award, in
such fiscal year, emergency financial aid grants to as-
sist undergraduate or graduate students for unexpected
expenses and unmet financial need as the result of a
qualifying emergency.
‘‘(b) DETERMINATIONS.—In determining eligibility for
and awarding emergency financial aid grants under this
section, an institution of higher education may—
‘‘(1) waive the amount of need calculation under
section 471 of the Higher Education Act of 1965 (20
U.S.C. 1087kk);
‘‘(2) allow for a student affected by a qualifying
emergency to receive funds in an amount that is not
more than the maximum Federal Pell Grant for the
applicable award year; and
‘‘(3) utilize a contract with a scholarship-granting
organization designated for the sole purpose of ac-
cepting applications from or disbursing funds to stu-
dents enrolled in the institution of higher education,
if such scholarship-granting organization disburses
the full allocated amount provided to the institution
of higher education to the recipients.
‘‘(c) SPECIAL
RULE.—Any emergency financial aid
grants to students under this section shall not be treat-
ed as other financial assistance for the purposes of sec-
tion 471 of the Higher Education Act of 1965 (20 U.S.C.
1087kk).
‘‘SEC. 3505. FEDERAL WORK-STUDY DURING A
QUALIFYING EMERGENCY.
‘‘(a) IN GENERAL.—In the event of a qualifying emer-
gency, an institution of higher education participating
in the program under part C of title IV of the Higher
Education Act of 1965 (20 U.S.C. 1087–51 et seq.) may
make payments under such part to affected work-study
students, for the period of time (not to exceed one aca-
demic year) in which affected students were unable to
fulfill the students’ work-study obligation for all or
part of such academic year due to such qualifying
emergency, as follows:
‘‘(1) Payments may be made under such part to af-
fected work-study students in an amount equal to or
less than the amount of wages such students would
have been paid under such part had the students been
able to complete the work obligation necessary to re-
ceive work study funds, as a one time grant or as
multiple payments.
‘‘(2) Payments shall not be made to any student
who was not eligible for work study or was not com-
pleting the work obligation necessary to receive work
study funds under such part prior to the occurrence
of the qualifying emergency.
‘‘(3) Any payments made to affected work-study
students under this subsection shall meet the match-
ing requirements of section 443 of the Higher Edu-
cation Act of 1965 (20 U.S.C. 1087–53), unless such
matching requirements are waived by the Secretary.
‘‘(b) DEFINITION OF AFFECTED WORK-STUDY STUDENT.—
In this section, the term ‘affected work-study student’
means a student enrolled at an eligible institution par-
ticipating in the program under part C of title IV of the
Higher Education Act of 1965 (20 U.S.C. 1087–51 et seq.)
who—
‘‘(1) received a work-study award under section 443
of the Higher Education Act of 1965 (20 U.S.C. 1087–53)
for the academic year during which a qualifying
emergency occurred;
‘‘(2) earned Federal work-study wages from such el-
igible institution for such academic year; and
‘‘(3) was prevented from fulfilling the student’s
work-study obligation for all or part of such aca-
demic year due to such qualifying emergency.
‘‘SEC. 3506. ADJUSTMENT OF SUBSIDIZED LOAN
USAGE LIMITS.
‘‘Notwithstanding [former] section 455(q)(3) of the
Higher Education Act of 1965 ([former] 20 U.S.C.
1087e(q)(3)), the Secretary shall exclude from a stu-
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TITLE 20—EDUCATION
§ 1001
dent’s period of enrollment for purposes of loans made
under part D of title IV of the Higher Education Act of
1965 (20 U.S.C. 1087a et seq.) any semester (or the equiv-
alent) that the student does not complete due to a
qualifying emergency, if the Secretary is able to ad-
minister such policy in a manner that limits com-
plexity and the burden on the student.
‘‘SEC. 3507. EXCLUSION FROM FEDERAL PELL
GRANT DURATION LIMIT.
‘‘The Secretary shall exclude from a student’s Fed-
eral Pell Grant duration limit under section 401(c)(5) of
the Higher Education Act of 1965 (2 U.S.C. 1070a(c)(5))
[probably means 20 U.S.C. 1070a(c)(5)] any semester (or
the equivalent) that the student does not complete due
to a qualifying emergency if the Secretary is able to
administer such policy in a manner that limits com-
plexity and the burden on the student.
‘‘SEC. 3508. INSTITUTIONAL REFUNDS AND FED-
ERAL STUDENT LOAN FLEXIBILITY.
‘‘(a) INSTITUTIONAL WAIVER.—
‘‘(1) IN GENERAL.—The Secretary shall waive the in-
stitutional requirement under section 484B of the
Higher Education Act of 1965 (20 U.S.C. 1091b) with re-
spect to the amount of grant or loan assistance
(other than assistance received under part C of title
IV of such Act [20 U.S.C. 1087–51 et seq.]) to be re-
turned under such section if a recipient of assistance
under title IV of the Higher Education Act of 1965 (20
U.S.C. 1070 et seq.) withdraws from the institution of
higher education during the payment period or period
of enrollment as a result of a qualifying emergency.
‘‘(2) WAIVERS.—The Secretary shall require each in-
stitution using a waiver relating to the withdrawal of
recipients under this subsection to report the number
of such recipients, the amount of grant or loan assist-
ance (other than assistance received under part C of
title IV of such Act) associated with each such recipi-
ent, and the total amount of grant or loan assistance
(other than assistance received under part C of title
IV of such Act) for which each institution has not re-
turned assistance under title IV to the Secretary.
‘‘(b) STUDENT WAIVER.—The Secretary shall waive the
amounts that students are required to return under
section 484B of the Higher Education Act of 1965 (20
U.S.C. 1091b) with respect to Federal Pell Grants or
other grant assistance if the withdrawals on which the
returns are based, are withdrawals by students who
withdrew from the institution of higher education as a
result of a qualifying emergency.
‘‘(c) CANCELING LOAN OBLIGATION.—Notwithstanding
any other provision of the Higher Education Act of 1965
(20 U.S.C. 1001 et seq.), the Secretary shall cancel the
borrower’s obligation to repay the entire portion of a
loan made under part D of title IV of such Act (20
U.S.C. 1087a et seq.) associated with a payment period
for a recipient of such loan who withdraws from the in-
stitution of higher education during the payment pe-
riod as a result of a qualifying emergency.
‘‘(d) APPROVED LEAVE OF ABSENCE.—Notwithstanding
any other provision of the Higher Education Act of 1965
(20 U.S.C. 1001 et seq.), for purposes of receiving assist-
ance under title IV of the Higher Education Act of 1965
(20 U.S.C. 1070 et seq.), an institution of higher edu-
cation may, as a result of a qualifying emergency, pro-
vide a student with an approved leave of absence that
does not require the student to return at the same
point in the academic program that the student began
the leave of absence if the student returns within the
same semester (or the equivalent).
‘‘SEC. 3509. SATISFACTORY ACADEMIC PROGRESS.
‘‘Notwithstanding section 484 of the Higher Edu-
cation Act of 1965 (20 U.S.C. 1091), in determining
whether a student is maintaining satisfactory aca-
demic progress for purposes of title IV of the Higher
Education Act of 1965 (20 U.S.C. 1070 et seq.), an institu-
tion of higher education may, as a result of a quali-
fying emergency, exclude from the quantitative compo-
nent of the calculation any attempted credits that were
not completed by such student without requiring an ap-
peal by such student.
‘‘SEC. 3510. CONTINUING EDUCATION AT AFFECTED
FOREIGN INSTITUTIONS.
‘‘(a) IN GENERAL.—Notwithstanding section 481(b) of
the Higher Education Act of 1965 (20 U.S.C. 1088(b)),
with respect to a foreign institution, in the case of a
public health emergency, major disaster or emergency,
or national emergency declared by the applicable gov-
ernment authorities in the country in which the for-
eign institution is located, the Secretary may permit
any part of an otherwise eligible program to be offered
via distance education for purposes of title IV of the
Higher Education Act of 1965 (20 U.S.C. 1070 et seq.)
until the end of the covered period applicable to the in-
stitution.
‘‘(b) ELIGIBILITY.—An otherwise eligible program that
is offered in whole or in part through distance edu-
cation by a foreign institution between March 1, 2020,
and the date of enactment of this Act [Mar. 27, 2020]
shall be deemed eligible for the purposes of part D of
title IV of the Higher Education Act of 1965 (20 U.S.C.
1087a et seq.) until the end of the covered period appli-
cable to the institution. An institution of higher edu-
cation that uses the authority provided in the previous
sentence shall report such use to the Secretary—
‘‘(1) for the 2019–2020 award year, not later than
June 30, 2020; and
‘‘(2) for an award year subsequent to the 2019–2020
award year, not later than 30 days after such use.
‘‘(c) REPORT.—Not later than 180 days after the date
of enactment of this Act, and every 180 days thereafter
until all covered periods for foreign institutions car-
rying out a distance education program authorized
under this section have ended, the Secretary shall sub-
mit to the authorizing committees (as defined in sec-
tion 103 of the Higher Education Act of 1965 (20 U.S.C.
1003)) a report that identifies each foreign institution
that carried out a distance education program author-
ized under this section.
‘‘(d) WRITTEN ARRANGEMENTS.—
‘‘(1) IN
GENERAL.—Notwithstanding section 102 of
the Higher Education Act of 1965 (20 U.S.C. 1002),
until the end of the covered period applicable to a
foreign institution, the Secretary may allow the for-
eign institution to enter into a written arrangement
with an institution of higher education located in the
United States that participates in the Federal Direct
Loan Program under part D of title IV of the Higher
Education Act of 1965 (20 U.S.C. 1087a et seq.) for the
purpose of allowing a student of the foreign institu-
tion who is a borrower of a loan made under such part
to take courses from the institution of higher edu-
cation located in the United States.
‘‘(2) FORM OF ARRANGEMENTS.—
‘‘(A) PUBLIC OR OTHER NONPROFIT INSTITUTIONS.—A
foreign institution that is a public or other non-
profit institution may enter into a written arrange-
ment under paragraph (1) only with an institution
of higher education described in section 101 of such
Act (20 U.S.C. 1001).
‘‘(B) OTHER INSTITUTIONS.—A foreign institution
that is a graduate medical school, nursing school,
or a veterinary school and that is not a public or
other nonprofit institution may enter into a writ-
ten arrangement under paragraph (1) with an insti-
tution of higher education described in section 101
or section 102 of such Act (20 U.S.C. 1001 and 1002).
‘‘(3) REPORT ON USE.—An institution of higher edu-
cation that uses the authority described in paragraph
(2) shall report such use to the Secretary—
‘‘(A) for the 2019–2020 award year, not later than
June 30, 2020; and
‘‘(B) for an award year subsequent to the 2019–2020
award year, not later than 10 days after such use.
‘‘(4) REPORT FROM THE SECRETARY.—Not later than
180 days after the date of enactment of this Act, and
every 180 days thereafter until all covered periods for
foreign institutions that entered into written ar-
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TITLE 20—EDUCATION
§ 1001
rangements under paragraph (1) have ended, the Sec-
retary shall submit to the authorizing committees
(as defined in section 103 of the Higher Education Act
of 1965 (20 U.S.C. 1003)) a report that identifies, for
each such foreign institution—
‘‘(A) the name of the foreign institution;
‘‘(B) the name of the institution of higher edu-
cation located in the United States that has en-
tered into a written arrangement with such foreign
institution; and
‘‘(C) information regarding the nature of such
written arrangement, including which coursework
or program requirements are accomplished at each
respective institution.
‘‘(e) DEFINITION OF COVERED PERIOD.—
‘‘(1) IN GENERAL.—In this section, the term ‘covered
period’, when used with respect to a foreign institu-
tion of higher education, means the period—
‘‘(A) beginning on the first day of—
‘‘(i) a qualifying emergency; or
‘‘(ii) a public health emergency, major disaster
or emergency, or national emergency declared by
the applicable government authorities in the
country in which the foreign institution is lo-
cated; and
‘‘(B) ending on the later of—
‘‘(i) subject to paragraph (2), the last day of the
payment period, for purposes of title IV of the
Higher Education Act of 1965 (20 U.S.C. 1070 et
seq.), following the end of any qualifying emer-
gency or any emergency or disaster described in
subparagraph (A)(ii) applicable to the foreign in-
stitution; or
‘‘(ii) June 30, 2023.
‘‘(2) SPECIAL RULE FOR CERTAIN PAYMENT PERIODS.—
For purposes of paragraph (1)(B)(i), if the following
payment period for an award year ends before June 30
of such award year, the covered period shall be ex-
tended until June 30 of such award year.
‘‘SEC. 3512. HBCU CAPITAL FINANCING.
‘‘(a) DEFERMENT PERIOD.—
‘‘(1) IN GENERAL.—Notwithstanding any provision of
title III of the Higher Education Act of 1965 (20 U.S.C.
1051 et seq.), or any regulation promulgated under
such title, the Secretary may grant a deferment, for
the duration of a qualifying emergency, to an institu-
tion that has received a loan under part D of title III
of such Act (20 U.S.C. 1066 et seq.).
‘‘(2) TERMS.—During the deferment period granted
under this subsection—
‘‘(A) the institution shall not be required to pay
any periodic installment of principal or interest re-
quired under the loan agreement for such loan; and
‘‘(B) the Secretary shall make principal and in-
terest payments otherwise due under the loan
agreement.
‘‘(3) CLOSING.—At the closing of a loan deferred
under this subsection, terms shall be set under which
the institution shall be required to repay the Sec-
retary for the payments of principal and interest
made by the Secretary during the deferment, on a
schedule that begins upon repayment to the lender in
full on the loan agreement, except in no case shall re-
payment be required to begin before the date that is
1 full fiscal year after the date that is the end of the
qualifying emergency.
‘‘(b) TERMINATION DATE.—
‘‘(1) IN
GENERAL.—The authority provided under
this section to grant a loan deferment under sub-
section (a) shall terminate on the date on which the
qualifying emergency is no longer in effect.
‘‘(2) DURATION.—Any provision of a loan agreement
or insurance agreement modified by the authority
under this section shall remain so modified for the
duration of the period covered by the loan agreement
or insurance agreement.
‘‘(c) REPORT.—Not later than 180 days after the date
of enactment of this Act [Mar. 27, 2020], and every 180
days thereafter during the period beginning on the first
day of the qualifying emergency and ending on Sep-
tember 30 of the fiscal year following the end of the
qualifying emergency, the Secretary shall submit to
the authorizing committees (as defined in section 103 of
the Higher Education Act of 1965 (20 U.S.C. 1003)) a re-
port that identifies each institution that received as-
sistance under this section.
‘‘(d) FUNDING.—There is hereby appropriated, out of
any money in the Treasury not otherwise appropriated,
$62,000,000 to carry out this section.
‘‘SEC. 3513. TEMPORARY RELIEF FOR FEDERAL
STUDENT LOAN BORROWERS.
‘‘(a) IN GENERAL.—The Secretary shall suspend all
payments due for loans made under part D and part B
(that are held by the Department of Education) of title
IV of the Higher Education Act of 1965 (20 U.S.C. 1087a
et seq.; 1071 et seq.) through September 30, 2020.
‘‘(b) NO ACCRUAL OF INTEREST.—Notwithstanding any
other provision of the Higher Education Act of 1965 (20
U.S.C. 1001 et seq.), interest shall not accrue on a loan
described under subsection (a) for which payment was
suspended for the period of the suspension.
‘‘(c) CONSIDERATION OF PAYMENTS.—Notwithstanding
any other provision of the Higher Education Act of 1965
(20 U.S.C. 1001 et seq.), the Secretary shall deem each
month for which a loan payment was suspended under
this section as if the borrower of the loan had made a
payment for the purpose of any loan forgiveness pro-
gram or loan rehabilitation program authorized under
part D or B of title IV of the Higher Education Act of
1965 (20 U.S.C. 1087a et seq.; 1071 et seq.) for which the
borrower would have otherwise qualified.
‘‘(d) REPORTING TO CONSUMER REPORTING AGENCIES.—
During the period in which the Secretary suspends pay-
ments on a loan under subsection (a), the Secretary
shall ensure that, for the purpose of reporting informa-
tion about the loan to a consumer reporting agency,
any payment that has been suspended is treated as if it
were a regularly scheduled payment made by a bor-
rower.
‘‘(e) SUSPENDING INVOLUNTARY COLLECTION.—During
the period in which the Secretary suspends payments
on a loan under subsection (a), the Secretary shall sus-
pend all involuntary collection related to the loan, in-
cluding—
‘‘(1) a wage garnishment authorized under section
488A of the Higher Education Act of 1965 (20 U.S.C.
1095a) or section 3720D of title 31, United States Code;
‘‘(2) a reduction of tax refund by amount of debt au-
thorized under section 3720A of title 31, United States
Code, or section 6402(d) of the Internal Revenue Code
of 1986;
‘‘(3) a reduction of any other Federal benefit pay-
ment by administrative offset authorized under sec-
tion 3716 of title 31, United States Code (including a
benefit payment due to an individual under the So-
cial Security Act [42 U.S.C. 301 et seq.] or any other
provision described in subsection (c)(3)(A)(i) of such
section); and
‘‘(4) any other involuntary collection activity by
the Secretary.
‘‘(f) WAIVERS.—In carrying out this section, the Sec-
retary may waive the application of—
‘‘(1) subchapter I of chapter 35 of title 44, United
States Code (commonly known as the ‘Paperwork Re-
duction Act’);
‘‘(2) the master calendar requirements under sec-
tion 482 of the Higher Education Act of 1965 (20 U.S.C.
1089);
‘‘(3) negotiated rulemaking under section 492 of the
Higher Education Act of 1965 (20 U.S.C. 1098a); and
‘‘(4) the requirement to publish the notices related
to the system of records of the agency before imple-
mentation required under paragraphs (4) and (11) of
section 552a(e) of title 5, United States Code (com-
monly known as the ‘Privacy Act of 1974’), except
that the notices shall be published not later than 180
days after the date of enactment of this Act [Mar. 27,
2020].
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TITLE 20—EDUCATION
§ 1001
‘‘(g) NOTICE TO BORROWERS AND TRANSITION PERIOD.—
To inform borrowers of the actions taken in accordance
with this section and ensure an effective transition, the
Secretary shall—
‘‘(1) not later than 15 days after the date of enact-
ment of this Act, notify borrowers—
‘‘(A) of the actions taken in accordance with sub-
sections (a) and (b) for whom payments have been
suspended and interest waived;
‘‘(B) of the actions taken in accordance with sub-
section (e) for whom collections have been sus-
pended;
‘‘(C) of the option to continue making payments
toward principal; and
‘‘(D) that the program under this section is a
temporary program.
‘‘(2) beginning on August 1, 2020, carry out a pro-
gram to provide not less than 6 notices by postal
mail, telephone, or electronic communication to bor-
rowers indicating—
‘‘(A) when the borrower’s normal payment obliga-
tions will resume; and
‘‘(B) that the borrower has the option to enroll in
income-driven repayment, including a brief descrip-
tion of such options.
‘‘SEC. 3517. WAIVER AUTHORITY AND REPORTING
REQUIREMENT FOR INSTITUTIONAL AID.
‘‘(a) WAIVER AUTHORITY.—Notwithstanding any other
provision of the Higher Education Act of 1965 ([20]
U.S.C. 1001 et seq.), unless enacted with specific ref-
erence to this section, for any institution of higher
education that was receiving assistance under title III,
title V, or subpart 4 of part A of title VII of such Act
(20 U.S.C. 1051 et seq.; 1101 et seq.; 1136a et seq.) at the
time of a qualifying emergency, the Secretary may, for
the period beginning on the first day of the qualifying
emergency and ending on September 30 of the fiscal
year following the end of the qualifying emergency—
‘‘(1) waive—
‘‘(A) the eligibility data requirements set forth in
section 391(d) and 521(e) of the Higher Education
Act of 1965 (20 U.S.C. 1068(d); 1103(e));
‘‘(B) the wait-out period set forth in section 313(d)
of the Higher Education Act of 1965 (20 U.S.C.
1059(d));
‘‘(C) the allotment requirements under para-
graphs (2) and (3) of subsection [sic] 318(e) of the
Higher Education Act of 1965 (20 U.S.C. 1059e(e)),
and the reference to ‘the academic year preceding
the beginning of that fiscal year’ under such sec-
tion 318(e)(1);
‘‘(D) the allotment requirements under sub-
sections (b), (c), and (g) of section 324 of the Higher
Education Act of 1965 (20 U.S.C. 1063), the reference
to ‘the end of the school year preceding the begin-
ning of that fiscal year’ under such section 324(a),
and the reference to ‘the academic year preceding
such fiscal year’ under such section 324(h);
‘‘(E) subparagraphs (A), (C), (D), and (E) of section
326(f)(3) of the Higher Education Act of 1965 (20
U.S.C. 1063b(f)(3)), and references to ‘previous year’
under such section 326(f)(3)(B);
‘‘(F) subparagraphs (A), (C), (D), and (E) of section
723(f)(3) and subparagraphs (A), (C), (D), and (E) of
section 724(f)(3) of the Higher Education Act of 1965
(20 U.S.C. 1136a(f)(3); 1136b(f)(3)), and references to
‘previous academic year’ under subparagraph (B) of
such sections 723(f)(3) and 724(f)(3); and
‘‘(G) the allotment restriction set forth in section
318(d)(4) and section 323(c)(2) of the Higher Edu-
cation Act of 1965 (20 U.S.C. 1059e(d)(4); 1062(c)(2));
and
‘‘(2) waive or modify any statutory or regulatory
provision to ensure that institutions that were re-
ceiving assistance under title III, title V, or subpart
4 of part A of title VII of such Act (20 U.S.C. 1051 et
seq.; 1101 et seq.; 1136a et seq.) at the time of a quali-
fying emergency are not adversely affected by any
formula calculation for fiscal year 2020 and for the pe-
riod beginning on the first day of the qualifying
emergency and ending on September 30 of the fiscal
year following the end of the qualifying emergency,
as necessary.
‘‘(b) USE OF UNEXPENDED FUNDS.—Any funds paid to
an institution under title III, title V, or subpart 4 of
part A of title VII of the Higher Education Act of 1965
(20 U.S.C. 1051 et seq.; 1101 et seq.; 1136a et seq.) and not
expended or used for the purposes for which the funds
were paid to the institution during the 5-year period
following the date on which the funds were first paid to
the institution, may be carried over and expended dur-
ing the succeeding 5-year period.
‘‘(c) REPORT.—Not later than 180 days after the date
of enactment of this Act [Mar. 27, 2020], and every 180
days thereafter for the period beginning on the first
day of the qualifying emergency and ending on Sep-
tember 30 of the fiscal year following the end of the
qualifying emergency, the Secretary shall submit to
the authorizing committees (as defined in section 103 of
the Higher Education Act of 1965 (20 U.S.C. 1003)) a re-
port that identifies each institution that received a
waiver or modification under this section.
‘‘SEC. 3518. AUTHORIZED USES AND OTHER MODI-
FICATIONS FOR GRANTS.
‘‘(a) IN GENERAL.—The Secretary is authorized to
modify the required and allowable uses of funds for
grants awarded under part A or B of title III, chapter
I or II of subpart 2 of part A of title IV, title V, or sub-
part 4 of part A of title VII of the Higher Education Act
of 1965 (20 U.S.C. 1057 et seq.; 1060 et seq.; 1070a–11 et
seq.; 1070a–21 et seq.; 1101 et seq.; 1136a et seq.) to an in-
stitution of higher education or other grant recipient
(not including individual recipients of Federal student
financial assistance), at the request of an institution of
higher education or other recipient of a grant (not in-
cluding individual recipients of Federal student finan-
cial assistance) as a result of a qualifying emergency,
for the period beginning on the first day of the quali-
fying emergency and ending on September 30 of the fis-
cal year following the end of the qualifying emergency.
‘‘(b) MATCHING
REQUIREMENT
MODIFICATIONS.—Not-
withstanding any other provision of the Higher Edu-
cation Act of 1965 (20 U.S.C. 1001 et seq.), the Secretary
is authorized to modify any Federal share or other fi-
nancial matching requirement for a grant awarded on
a competitive basis or a grant awarded under part A or
B of title III or subpart 4 of part A of title VII of the
Higher Education Act of 1965 (20 U.S.C. 1057 et seq.; 1060
et seq.; 1136a et seq.) at the request of an institution of
higher education or other grant recipient as a result of
a qualifying emergency, for the period beginning on the
first day of the qualifying emergency and ending on
September 30 of the fiscal year following the end of the
qualifying emergency.
‘‘(c) REPORTS.—Not later than 180 days after the date
of enactment of this Act [Mar. 27, 2020], and every 180
days thereafter for the duration of the period beginning
on the first day of the qualifying emergency and ending
on September 30 of the fiscal year following the end of
the qualifying emergency, the Secretary shall submit
to the authorizing committees (as defined in section 103
of the Higher Education Act of 1965 (20 U.S.C. 1003)) a
report that identifies each institution of higher edu-
cation or other grant recipient that received a modi-
fication under this section.
‘‘SEC. 3519. SERVICE OBLIGATIONS FOR TEACHERS.
‘‘(a) TEACH GRANTS.—Notwithstanding any provision
of subpart 9 of part A of title IV of the Higher Edu-
cation Act of 1965 (20 U.S.C. 1070g et seq.), the Sec-
retary—
‘‘(1) may modify the categories of extenuating cir-
cumstances under which a recipient of a grant under
subpart 9 of part A of title IV of the Higher Education
Act of 1965 (20 U.S.C. 1070g et seq.) who is unable to
fulfill all or part of the recipient’s service obligation
may be excused from fulfilling that portion of the
service obligation;
‘‘(2) shall consider teaching service that, as a result
of a qualifying emergency, is part-time or tempo-
Page 195
TITLE 20—EDUCATION
§ 1001
rarily interrupted, to be full-time service and to ful-
fill the service obligations under section 420N of such
Act; and
‘‘(3) shall extend the service obligation window (as
described in section 420N(b)(1)(A) of such Act) for a
period of not more than 3 years, in addition to any
extensions provided in accordance with subpart 9 of
part A of title IV of the Higher Education Act of 1965
(20 U.S.C. 1070g et seq.), in the case of a grant recipi-
ent whose service obligation window begins during, or
includes—
‘‘(A) the qualifying emergency period; or
‘‘(B) a period of recession or economic downturn
related to the qualifying emergency period, as de-
termined by the Secretary in consultation with the
Secretary of Labor.
‘‘(b) TEACHER LOAN FORGIVENESS.—Notwithstanding
section 428J or 460 of the Higher Education Act of 1965
(20 U.S.C. 1078–10; 1087j), the Secretary shall waive the
requirements under such sections that years of teach-
ing service shall be consecutive if—
‘‘(1) the teaching service of a borrower is tempo-
rarily interrupted due to a qualifying emergency; and
‘‘(2) after the temporary interruption due to a
qualifying emergency, the borrower resumes teaching
service and completes a total of 5 years of qualifying
teaching service under such sections, including quali-
fying teaching service performed before, during, and
after such qualifying emergency.
‘‘(c) FEDERAL PERKINS LOANS.—Notwithstanding sec-
tion 465 of the Higher Education Act of 1965 (20 U.S.C.
1087ee), the Secretary shall waive the requirements of
such section in regard to full-time service and shall
consider an incomplete year of service of a borrower as
fulfilling the requirement for a complete year of serv-
ice under such section, if the service was interrupted
due to a qualifying emergency.’’
[Pub. L. 117–49, § 4(c), Oct. 13, 2021, 135 Stat. 405, pro-
vided that: ‘‘The amendments made by this section
[amending section 3519 of Pub. L. 116–136, set out above]
shall take effect as if included in the enactment of the
CARES Act (Public Law 116–136).’’]
[Pub. L. 116–260, div. FF, title I, § 101(a)(4)(D)(ii), Dec.
27, 2020, 134 Stat. 3083, which directed amendment of
section 3510(d)(4) of Pub. L. 116–136, set out above, by
substituting ‘‘identifies, for each such foreign institu-
tion—’’ and subpars. (A) to (C) for ‘‘identifies each for-
eign institution that entered into a written arrange-
ment under subsection (a).’’, was executed by making
the substitution for ‘‘identifies each foreign institution
that entered into a written arrangement authorized
under subsection (a).’’ to reflect the probable intent of
Congress.]
[Pub. L. 116–260, div. FF, title I, § 101(b), Dec. 27, 2020,
134 Stat. 3083, provided that: ‘‘The amendments made
by subsection (a) [amending section 3510 of Pub. L.
116–136, set out above] shall take effect as if included in
the enactment of the CARES Act (Public Law
116–136).’’]
HIGHER EDUCATION EXTENSION
Pub. L. 109–81, Sept. 30, 2005, 119 Stat. 2048, as amend-
ed by Pub. L. 109–150, § 2(a), Dec. 30, 2005, 119 Stat. 2884;
Pub. L. 109–212, § 2, Apr. 1, 2006, 120 Stat. 321; Pub. L.
109–238, § 2, June 30, 2006, 120 Stat. 507; Pub. L. 109–292,
§ 2, Sept. 30, 2006, 120 Stat. 1340; Pub. L. 110–44, § 2, July
3, 2007, 121 Stat. 238; Pub. L. 110–51, § 2, July 31, 2007, 121
Stat. 263; Pub. L. 110–109, § 2, Oct. 31, 2007, 121 Stat. 1028;
Pub. L. 110–198, § 2, Mar. 24, 2008, 122 Stat. 656; Pub. L.
110–230, § 1(a), May 13, 2008, 122 Stat. 877; Pub. L. 110–238,
§ 1(a), May 30, 2008, 122 Stat. 1558; Pub. L. 110–256, § 1(a),
June 30, 2008, 122 Stat. 2425; Pub. L. 110–300, § 1(a), July
31, 2008, 122 Stat. 2998, provided that:
‘‘SECTION 1. SHORT TITLE.
‘‘This Act may be cited as the ‘Higher Education Ex-
tension Act of 2005’.
‘‘SEC. 2. EXTENSION OF PROGRAMS.
‘‘(a) EXTENSION OF DURATION.—The authorization of
appropriations for, and the duration of, each program
authorized under the Higher Education Act of 1965 (20
U.S.C. 1001 et seq.) shall be extended through August 15,
2008.
‘‘(b) PERFORMANCE
OF
REQUIRED
AND
AUTHORIZED
FUNCTIONS.—If the Secretary of Education, a State, an
institution of higher education, a guaranty agency, a
lender, or another person or entity—
‘‘(1) is required, in or for fiscal year 2004, to carry
out certain acts or make certain determinations or
payments under a program under the Higher Edu-
cation Act of 1965, such acts, determinations, or pay-
ments shall be required to be carried out, made, or
continued during the period of the extension under
this section; or
‘‘(2) is permitted or authorized, in or for fiscal year
2004, to carry out certain acts or make certain deter-
minations or payments under a program under the
Higher Education Act of 1965, such acts, determina-
tions, or payments are permitted or authorized to be
carried out, made, or continued during the period of
the extension under this section.
‘‘(c) EXTENSION AT CURRENT LEVELS.—The amount au-
thorized to be appropriated for a program described in
subsection (a) during the period of extension under this
section shall be the amount authorized to be appro-
priated for such program for fiscal year 2004, or the
amount appropriated for such program for such fiscal
year, whichever is greater. Except as provided in any
amendment to the Higher Education Act of 1965 en-
acted during fiscal year 2005 or 2006, the amount of any
payment required or authorized under subsection (b) in
or for the period of the extension under this section
shall be determined in the same manner as the amount
of the corresponding payment required or authorized in
or for fiscal year 2004.
‘‘(d) ADVISORY COMMITTEES AND OTHER ENTITIES CON-
TINUED.—Any advisory committee, interagency organi-
zation, or other entity that was, during fiscal year 2004,
authorized or required to perform any function under
the Higher Education Act of 1965 (20 U.S.C. 1001 et seq.),
or in relation to programs under that Act, shall con-
tinue to exist and is authorized or required, respec-
tively, to perform such function for the period of the
extension under this section.
‘‘(e) ADDITIONAL EXTENSION NOT PERMITTED.—Section
422 of the General Education Provisions Act (20 U.S.C.
1226a) shall not apply to further extend the authoriza-
tion of appropriations for any program described in
subsection (a) on the basis of the extension of such pro-
gram under this section.
‘‘(f) EXCEPTION.—The programs described in sub-
section (a) for which the authorization of appropria-
tions, or the duration of which, is extended by this sec-
tion include provisions applicable to institutions in,
and students in or from, the Freely Associated States,
except that those provisions shall be applicable with
respect to institutions in, and students in or from, the
Federated States of Micronesia and the Republic of the
Marshall Islands only to the extent specified in Public
Law 108–188 [48 U.S.C. 1921 et seq.].’’
[Pub. L. 110–300, § 1(c), July 31, 2008, 122 Stat. 2998, pro-
vided that: ‘‘The amendment made by subsection (a)
[amending Pub. L. 109–81, set out above] shall take ef-
fect as if enacted on July 31, 2008.’’]
[Pub. L. 110–230, § 1(c), May 13, 2008, 122 Stat. 877, pro-
vided that: ‘‘The amendment made by subsection (a)
[amending Pub. L. 109–81, set out above] shall take ef-
fect as if enacted on April 30, 2008.’’]
[Pub. L. 110–300, § 1(b), July 31, 2008, 122 Stat. 2998, pro-
vided that: ‘‘Nothing in this section [enacting provi-
sions set out above and amending Pub. L. 109–81, set out
above], or in the Higher Education Extension Act of
2005 [Pub. L. 109–81, set out above] as amended by this
Act, shall be construed to limit or otherwise alter the
authorizations of appropriations for, or the durations
of, programs contained in the amendments made by the
Higher Education Reconciliation Act of 2005 (Public
Law 109–171) [see Short Title of 2006 Amendment note
above], by the College Cost Reduction and Access Act
(Public Law 110–84) [see Short Title of 2007 Amendment
Page 196
TITLE 20—EDUCATION
§ 1001
note above], or by the Ensuring Continued Access to
Student Loans Act of 2008 (Public Law 110–227) [see
Short Title of 2008 Amendment note above] to the pro-
visions of the Higher Education Act of 1965 [20 U.S.C.
1001 et seq.] and the Taxpayer-Teacher Protection Act
of 2004 [see Short Title of 2004 Amendment note
above].’’]
[Pub. L. 110–256, § 1(b), June 30, 2008, 122 Stat. 2425,
provided that: ‘‘Nothing in this section [amending Pub.
L. 109–81, set out above], or in the Higher Education Ex-
tension Act of 2005 [Pub. L. 109–81, set out above] as
amended by this Act, shall be construed to limit or oth-
erwise alter the authorizations of appropriations for, or
the durations of, programs contained in the amend-
ments made by the Higher Education Reconciliation
Act of 2005 (Public Law 109–171) [see Short Title of 2006
Amendment note above], by the College Cost Reduction
and Access Act (Public Law 110–84) [see Short Title of
2007 Amendment note above], or by the Ensuring Con-
tinued Access to Student Loans Act of 2008 (Public Law
110–227) [see Short Title of 2008 Amendment note above]
to the provisions of the Higher Education Act of 1965 [20
U.S.C. 1001 et seq.] and the Taxpayer-Teacher Protec-
tion Act of 2004 [see Short Title of 2004 Amendment
note above].’’]
[Pub. L. 110–238, § 1(b), May 30, 2008, 122 Stat. 1558, pro-
vided that: ‘‘Nothing in this section [amending Pub. L.
109–81, set out above], or in the Higher Education Ex-
tension Act of 2005 [Pub. L. 109–81, set out above] as
amended by this Act, shall be construed to limit or oth-
erwise alter the authorizations of appropriations for, or
the durations of, programs contained in the amend-
ments made by the Higher Education Reconciliation
Act of 2005 (Public Law 109–171) [see Short Title of 2006
Amendment note above], by the College Cost Reduction
and Access Act (Public Law 110–84) [see Short Title of
2007 Amendment note above], or by the Ensuring Con-
tinued Access to Student Loans Act of 2008 (Public Law
110–227) [see Short Title of 2008 Amendment note above]
to the provisions of the Higher Education Act of 1965 [20
U.S.C. 1001 et seq.] and the Taxpayer-Teacher Protec-
tion Act of 2004 [see Short Title of 2004 Amendment
note above].’’]
[Pub. L. 110–230, § 1(b), May 13, 2008, 122 Stat. 877, pro-
vided that: ‘‘Nothing in this section [enacting provi-
sions set out above and amending Pub. L. 109–81, set out
above], or in the Higher Education Extension Act of
2005 [Pub. L. 109–81, set out above] as amended by this
Act, shall be construed to limit or otherwise alter the
authorizations of appropriations for, or the durations
of, programs contained in the amendments made by the
Higher Education Reconciliation Act of 2005 (Public
Law 109–171) [see Short Title of 2006 Amendment note
above] or by the College Cost Reduction and Access Act
(Public Law 110–84) [see Short Title of 2007 Amendment
note above] to the provisions of the Higher Education
Act of 1965 [20 U.S.C. 1001 et seq.] and the Taxpayer-
Teacher Protection Act of 2004 [see Short Title of 2004
Amendment note above].’’]
[Pub. L. 110–198, § 3, Mar. 24, 2008, 122 Stat. 656, pro-
vided that: ‘‘Nothing in this Act [see Short Title of 2008
Amendment note above], or in the Higher Education
Extension Act of 2005 [Pub. L. 109–81, set out above] as
amended by this Act, shall be construed to limit or oth-
erwise alter the authorizations of appropriations for, or
the durations of, programs contained in the amend-
ments made by the Higher Education Reconciliation
Act of 2005 (Public Law 109–171) [see Short Title of 2006
Amendment note above] or by the College Cost Reduc-
tion and Access Act (Public Law 110–84) [see Short Title
of 2007 Amendment note above] to the provisions of the
Higher Education Act of 1965 [20 U.S.C. 1001 et seq.] and
the Taxpayer-Teacher Protection Act of 2004 [see Short
Title of 2004 Amendment note above].’’]
[Pub. L. 110–109, § 3, Oct. 31, 2007, 121 Stat. 1028, pro-
vided that: ‘‘Nothing in this Act [see Short Title of 2007
Amendment note above], or in the Higher Education
Extension Act of 2005 [Pub. L. 109–81, set out above] as
amended by this Act, shall be construed to limit or oth-
erwise alter the authorizations of appropriations for, or
the durations of, programs contained in the amend-
ments made by the Higher Education Reconciliation
Act of 2005 (Public Law 109–171) [see Short Title of 2006
Amendment note above] or by the College Cost Reduc-
tion and Access Act (Public Law 110–84) [see Short Title
of 2007 Amendment note above] to the provisions of the
Higher Education Act of 1965 [20 U.S.C. 1001 et seq.] and
the Taxpayer-Teacher Protection Act of 2004 [see Short
Title of 2004 Amendment note above].’’]
[Pub. L. 110–51, § 3, July 31, 2007, 121 Stat. 263, provided
that: ‘‘Nothing in this Act [see Short Title of 2007
Amendment note above], or in the Higher Education
Extension Act of 2005 [Pub. L. 109–81, set out above] as
amended by this Act, shall be construed to limit or oth-
erwise alter the authorizations of appropriations for, or
the durations of, programs contained in the amend-
ments made by the Higher Education Reconciliation
Act of 2005 (Public Law 109–171) [see Short Title of 2006
Amendment note above] to the provisions of the Higher
Education Act of 1965 [20 U.S.C. 1001 et seq.] and the
Taxpayer-Teacher Protection Act of 2004 [see Short
Title of 2004 Amendment note above].’’]
[Pub. L. 110–44, § 3, July 3, 2007, 121 Stat. 238, provided
that: ‘‘Nothing in this Act [see Short Title of 2007
Amendment note above], or in the Higher Education
Extension Act of 2005 [Pub. L. 109–81, set out above] as
amended by this Act, shall be construed to limit or oth-
erwise alter the authorizations of appropriations for, or
the durations of, programs contained in the amend-
ments made by the Higher Education Reconciliation
Act of 2005 (Public Law 109–171) [see Short Title of 2006
Amendment note above] to the provisions of the Higher
Education Act of 1965 [20 U.S.C. 1001 et seq.] and the
Taxpayer-Teacher Protection Act of 2004 [see Short
Title of 2004 Amendment note above].’’]
[Pub. L. 109–292, § 7, Sept. 30, 2006, 120 Stat. 1343, pro-
vided that: ‘‘Nothing in this Act [see Short Title of 2006
Amendment note above], or in the Higher Education
Extension Act of 2005 [Pub. L. 109–81, set out above] as
amended by this Act, shall be construed to limit or oth-
erwise alter the authorizations of appropriations for, or
the durations of, programs contained in the amend-
ments made by the Higher Education Reconciliation
Act of 2005 (P.L. 109–171) [see Short Title of 2006 Amend-
ment note above] to the provisions of the Higher Edu-
cation Act of 1965 [20 U.S.C. 1001 et seq.] and the Tax-
payer-Teacher Protection Act of 2004 [see Short Title of
2004 Amendment note above].’’]
[Pub. L. 109–238, § 3, June 30, 2006, 120 Stat. 507, pro-
vided that: ‘‘Nothing in this Act [see Short Title of 2006
Amendment note above], or in the Higher Education
Extension Act of 2005 [Pub. L. 109–81, set out above] as
amended by this Act, shall be construed to limit or oth-
erwise alter the authorizations of appropriations for, or
the durations of, programs contained in the amend-
ments made by the Higher Education Reconciliation
Act of 2005 (Public Law 109–171) [see Short Title of 2006
Amendment note above] to the provisions of the Higher
Education Act of 1965 [20 U.S.C. 1001 et seq.] and the
Taxpayer-Teacher Protection Act of 2004 [see Short
Title of 2004 Amendment note above].’’]
[Pub. L. 109–212, § 3, Apr. 1, 2006, 120 Stat. 321, provided
that: ‘‘Nothing in this Act [see Short Title of 2006
Amendment note above], or in the Higher Education
Extension Act of 2005 [Pub. L. 109–81, set out above] as
amended by this Act, shall be construed to limit or oth-
erwise alter the authorizations of appropriations for, or
the durations of, programs contained in the amend-
ments made by the Higher Education Reconciliation
Act of 2005 (Public Law 109–171) [see Short Title of 2006
Amendment note above] to the provisions of the Higher
Education Act of 1965 [20 U.S.C. 1001 et seq.] and the
Taxpayer-Teacher Protection Act of 2004 [see Short
Title of 2004 Amendment note above].’’]
Similar provisions were contained in Pub. L. 108–366,
Oct. 25, 2004, 118 Stat. 1741.
STUDY OF OPPORTUNITIES FOR PARTICIPATION IN
ATHLETICS PROGRAMS
Pub. L. 105–244, title VIII, § 805, Oct. 7, 1998, 112 Stat.
1807, which required the Comptroller General to con-
Page 197
TITLE 20—EDUCATION
§ 1001
duct a study of the opportunities for participation in
intercollegiate athletics and to submit a report on the
study to committees of Congress, was repealed by Pub.
L. 110–315, title IX, § 931(1), Aug. 14, 2008, 122 Stat. 3456.
STYLISTIC CONSISTENCY
Pub. L. 103–208, § 2(m), Dec. 20, 1993, 107 Stat. 2486, pro-
vided that: ‘‘The Act [Pub. L. 89–329, see Short Title
note above] is amended so that the section designation
and section heading of each section of the Act shall be
in the form and typeface of the section designation and
heading of this section [107 Stat. 2457].’’
TERMS DEFINED FOR PURPOSES OF TITLES XIII, XIV,
AND XV OF PUB. L. 102–325
Pub. L. 102–325, § 1(c), July 23, 1992, 106 Stat. 448, as
amended by Pub. L. 105–244, title I, § 102(a)(6)(A), Oct. 7,
1998, 112 Stat. 1618, provided that: ‘‘Unless otherwise
provided therein, terms used in titles XIII, XIV, and XV
[enacting sections 1145h and 4426 of this title, sections
3301 to 3371 of Title 25, Indians, and sections 2401 to 2405
of Title 29, Labor, amending sections 1221e–1, 1232g,
3412, 4412, 4414, 4416, 4417, 4418, 4421, 4422, 4423, 4424, 4425,
5381, and 5411 of this title, section 5315 of Title 5, Gov-
ernment Organization and Employees, sections 4604 and
4609 of Title 22, Foreign Relations and Intercourse,
former section 640c–1 and sections 1810, 1836, and 1852 of
Title 25, and sections 295g–8 and 12576 of Title 42, The
Public Health and Welfare, enacting provisions set out
as notes under sections 1070, 1070a–11, 1070a–21, 1071,
1080, 1088, 1101, 1132a, 1134, 1221–1, 1221e, 1232g, 1452, and
9003 of this title, amending provisions set out as a note
under section 1091a of this title, and repealing provi-
sions set out as a note under section 362 of Title 11,
Bankruptcy] shall have the same meaning given to
such terms in section 101 of the Higher Education Act
of 1965 [this section].’’
GENERAL PROVISIONS OF 1972 AMENDMENT
Pub. L. 92–318, § 2, June 23, 1972, 86 Stat. 236, provided
that:
‘‘(a) As used in this Act [See Short Title of 1972
Amendment note above]—
‘‘(1) the term ‘Secretary’ means the Secretary of
Health, Education, and Welfare [now Secretary of
Education]; and
‘‘(2) the term ‘Commissioner’ means the Commis-
sioner of Education [now Secretary of Education];
unless the context requires another meaning.
‘‘(b) Unless otherwise specified, the redesignation of a
section, subsection, or other designation by any amend-
ment in this Act shall include the redesignation of any
reference to such section, subsection, or other designa-
tion in any Act or regulation, however styled.
‘‘(c)(1) Unless otherwise specified, each provision of
this Act and each amendment made by this Act shall be
effective after June 30, 1972, and with respect to appro-
priations for the fiscal year ending June 30, 1973, and
succeeding fiscal years.
‘‘(2) Unless otherwise specified, in any case where an
amendment made by this Act is to become effective
after a date set herein, it shall be effective with the be-
ginning of the day which immediately follows the date
after which such amendment is effective.
‘‘(3) In any case where the effective date for an
amendment made by this Act is expressly stated to be
effective after June 30, 1971, such amendment shall be
deemed to have been enacted on July 1, 1971.’’
RULEMAKING REQUIREMENTS; PUBLICATION IN FEDERAL
REGISTER
Pub. L. 90–575, title V, § 505, Oct. 16, 1968, 82 Stat. 1063,
provided for publication of rules and regulations in
Federal Register, prior to repeal by Pub. L. 91–230, title
IV, § 401(e)(2), Apr. 13, 1970, 84 Stat. 173.
PRESIDENTIAL
RECOMMENDATIONS
BY
DECEMBER
31,
1969, WITH RESPECT
TO POST-SECONDARY EDUCATION
FOR ALL
Pub. L. 90–575, title V, § 508, Oct. 16, 1968, 82 Stat. 1063,
authorized the President, on or before Dec. 31, 1969, to
submit to the Congress proposals relative to the feasi-
bility of making available a post-secondary education
to all young Americans who qualify and seek it.
Executive Documents
EX. ORD. NO. 13864. IMPROVING FREE INQUIRY, TRANS-
PARENCY, AND ACCOUNTABILITY AT COLLEGES AND UNI-
VERSITIES
Ex. Ord. No. 13864, Mar. 21, 2019, 84 F.R. 11401, pro-
vided:
By the authority vested in me as President by the
Constitution and the laws of the United States of
America, it is hereby ordered as follows:
SECTION 1. Purpose. The purpose of this order is to en-
hance the quality of postsecondary education by mak-
ing it more affordable, more transparent, and more ac-
countable. Institutions of higher education (institu-
tions) should be accountable both for student outcomes
and for student life on campus.
In particular, my Administration seeks to promote
free and open debate on college and university cam-
puses. Free inquiry is an essential feature of our Na-
tion’s democracy, and it promotes learning, scientific
discovery, and economic prosperity. We must encour-
age institutions to appropriately account for this bed-
rock principle in their administration of student life
and to avoid creating environments that stifle com-
peting perspectives, thereby potentially impeding bene-
ficial research and undermining learning.
The financial burden of higher education on students
and their families is also a national problem that needs
immediate attention. Over the past 30 years, college
tuition and fees have grown at more than twice the
rate of the Consumer Price Index. Rising student loan
debt, coupled with low repayment rates, threatens the
financial health of both individuals and families as well
as of Federal student loan programs. In addition, too
many programs of study fail to prepare students for
success in today’s job market.
The Federal Government can take meaningful steps
to address these problems. Selecting an institution and
course of study are important decisions for prospective
students and significantly affect long-term earnings.
Institutions should be transparent about the average
earnings and loan repayment rates of former students
who received Federal student aid. Additionally, the
Federal Government should make this information
readily accessible to the public and to prospective stu-
dents and their families, in particular.
This order will promote greater access to critical in-
formation regarding the prices and outcomes of post-
secondary education, thereby furthering the goals of
the National Council for the American Worker estab-
lished by Executive Order 13845 of July 19, 2018 (Estab-
lishing the President’s National Council for the Amer-
ican Worker) [former 29 U.S.C. 3101 note]. Increased in-
formation disclosure will help ensure that individuals
make educational choices suited to their needs, inter-
ests, and circumstances. Access to this information
will also increase institutional accountability and en-
courage institutions to take into account likely future
earnings when establishing the cost of their edu-
cational programs.
SEC. 2. Policy. It is the policy of the Federal Govern-
ment to:
(a) encourage institutions to foster environments
that promote open, intellectually engaging, and diverse
debate, including through compliance with the First
Amendment for public institutions and compliance
with stated institutional policies regarding freedom of
speech for private institutions;
(b) help students (including workers seeking addi-
tional training) and their families understand, through
better data and career counseling, that not all institu-
tions, degrees, or fields of study provide similar returns
on their investment, and consider that their edu-
cational decisions should account for the opportunity
cost of enrolling in a program;
Page 198
TITLE 20—EDUCATION
§ 1002
(c) align the incentives of institutions with those of
students and taxpayers to ensure that institutions
share the financial risk associated with Federal stu-
dent loan programs;
(d) help borrowers avoid defaulting on their Federal
student loans by educating them about risks, repay-
ment obligations, and repayment options; and
(e) supplement efforts by States and institutions by
disseminating information to assist students in com-
pleting their degrees faster and at lower cost.
SEC. 3. Improving Free Inquiry on Campus. (a) To ad-
vance the policy described in subsection 2(a) of this
order, the heads of covered agencies shall, in coordina-
tion with the Director of the Office of Management and
Budget, take appropriate steps, in a manner consistent
with applicable law, including the First Amendment, to
ensure institutions that receive Federal research or
education grants promote free inquiry, including
through compliance with all applicable Federal laws,
regulations, and policies.
(b) ‘‘Covered agencies’’ for purposes of this section
are the Departments of Defense, the Interior, Agri-
culture, Commerce, Labor, Health and Human Services,
Transportation, Energy, and Education; the Environ-
mental Protection Agency; the National Science Foun-
dation; and the National Aeronautics and Space Ad-
ministration.
(c) ‘‘Federal research or education grants’’ for pur-
poses of this section include all funding provided by a
covered agency directly to an institution but do not in-
clude funding associated with Federal student aid pro-
grams that cover tuition, fees, or stipends.
SEC. 4. Improving Transparency and Accountability on
Campus. (a) To advance the policy described in sub-
sections 2(b)–(e) of this order, the Secretary of Edu-
cation (Secretary) shall, to the extent consistent with
applicable law:
(i) make available, by January 1, 2020, through the
Office of Federal Student Aid, a secure and confidential
website and mobile application that informs Federal
student loan borrowers of how much they owe, how
much their monthly payment will be when they enter
repayment, available repayment options, how long
each repayment option will take, and how to enroll in
the repayment option that best serves their needs;
(ii) expand and update annually the College Score-
card, or any successor, with the following program-
level data for each certificate, degree, graduate, and
professional program, for former students who received
Federal student aid:
(A) estimated median earnings;
(B) median Stafford loan debt;
(C) median Graduate PLUS loan debt (if applica-
ble);
(D) median Parent PLUS loan debt; and
(E) student loan default rate and repayment rate;
and
(iii) expand and update annually the College Score-
card, or any successor, with the following institution-
level data, providing the aggregate for all certificate,
degree, graduate, and professional programs, for former
students who received Federal student aid:
(A) student loan default rate and repayment rate;
(B) Graduate PLUS default rate and repayment
rate; and
(C) Parent PLUS default rate and repayment rate.
(b) For the purpose of implementing subsection (a)(ii)
of this section, the Secretary of the Treasury shall,
upon the request of the Secretary, provide in a timely
manner appropriate statistical studies and compila-
tions regarding program-level earnings, consistent with
section 6108(b) of title 26, United States Code, other ap-
plicable laws, and available data regarding programs
attended by former students who received Federal stu-
dent aid.
SEC. 5. Reporting Requirements. (a) By January 1, 2020,
the Secretary, in consultation with the Secretary of
the Treasury, the Director of the Office of Management
and Budget, and the Chairman of the Council of Eco-
nomic Advisers, shall submit to the President, through
the Assistant to the President for Domestic Policy and
the Assistant to the President for Economic Policy, a
report identifying and analyzing policy options for
sharing the risk associated with Federal student loan
debt among the Federal Government, institutions, and
other entities.
(b) By January 1, 2020, the Secretary, in consultation
with the Secretary of the Treasury, shall submit to the
President, through the Assistant to the President for
Domestic Policy and the Assistant to the President for
Economic Policy, policy recommendations for reform-
ing the collections process for Federal student loans in
default.
(c) Beginning July 1, 2019, the Secretary shall provide
an annual update on the Secretary’s progress in imple-
menting the policies set forth in subsections 2(b)–(e) of
this order to the National Council for the American
Worker at meetings of the Council.
(d) Within 1 year of the date of this order [Mar. 21,
2019], the Secretary shall compile information about
successful State and institutional efforts to promote
students’ timely and affordable completion of a post-
secondary program of study. Based on that informa-
tion, the Secretary shall publish a compilation of re-
search results that addresses:
(i) how some States and institutions have better fa-
cilitated successful transfer of credits and degree com-
pletion by transfer students;
(ii) how States and institutions can increase access to
dual enrollment programs; and
(iii) other strategies for increasing student success,
especially among students at high risk of not com-
pleting a postsecondary program of study.
SEC. 6. General Provisions. (a) Nothing in this order
shall be construed to impair or otherwise affect:
(i) the authority granted by law to an executive de-
partment or agency, or the head thereof; or
(ii) the functions of the Director of the Office of Man-
agement and Budget relating to budgetary, administra-
tive, or legislative proposals.
(b) This order shall be implemented consistent with
applicable law and subject to the availability of appro-
priations.
(c) This order is not intended to, and does not, create
any right or benefit, substantive or procedural, enforce-
able at law or in equity by any party against the
United States, its departments, agencies, or entities,
its officers, employees, or agents, or any other person.
DONALD J. TRUMP.
§ 1002. Definition of institution of higher edu-
cation for purposes of student assistance
programs
(a) Definition of institution of higher education
for purposes of student assistance programs
(1) Inclusion of additional institutions
Subject to paragraphs (2) through (4) of this
subsection, the term ‘‘institution of higher
education’’ for purposes of subchapter IV in-
cludes, in addition to the institutions covered
by the definition in section 1001 of this title—
(A) a proprietary institution of higher edu-
cation (as defined in subsection (b) of this
section);
(B) a postsecondary vocational institution
(as defined in subsection (c) of this section);
and
(C) only for the purposes of part D of sub-
chapter IV, an institution outside the United
States that is comparable to an institution
of higher education as defined in section 1001
of this title and that has been approved by
the Secretary for the purpose of part D of
subchapter IV, consistent with the require-
ments of section 1087b(d) of this title.
Cross-references
Connections may be documented source relationships, shared citations or nearby passages. Each explains its basis; a connection alone does not establish applicability to your situation.
Federal law — U.S. Code and appendices · legal_authorities
**(a) Institution of higher education** For purposes of this chapter, other than subchapter IV, the term “institution of higher education” means an educational institution in any State that—
(1) admits as regular students only persons having a certificate of graduation from a school providing secondary education, or the recognized equivalent of such a certificate, or persons who meet the requirements of [section 1091(d) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title20-section1091/d&num=0&edition=prelim);
(2) is legally authorized within such State to provide a program of education beyond secondary education;
(3) provides an educational program for which the institution awards a bachelor’s degree or provides not less than a 2-year program that is acceptable for full credit toward such a degree, or awards a degree that is acceptable for admission to a graduate or professional degree program, subject to review and approval by the Secretary;
(4) is a public or other nonprofit institution; and
(5) is accredited by a nationally recognized accrediting agency or association, or if not so accredited, is an institution that has been granted preaccreditation status by such an agency or association that has been recognized by the Secretary for the granting of preaccreditation status, and the Secretary has determined that there is satisfactory assurance that the institution will meet the accreditation standards of such an agency or association within a reasonable time.
**(b) Additional institutions included** For purposes of this chapter, other than subchapter IV, the term “institution of higher education” also includes—
(1) any school that provides not less than a 1-year program of training to prepare students for gainful employment in a re
**(a) Program authority** The Secretary shall carry out a program assisting in the maintenance of funds at institutions of higher education for the making of loans to undergraduate students in need to pursue their courses of study in such institutions or while engaged in programs of study abroad approved for credit by such institutions. Loans made under this part shall be known as “Federal Perkins Loans”.
**(b) Authority to make loans**
(1) **In general**
(A) *Loans for new undergraduate Federal Perkins Loan borrowers* — Through September 30, 2017, an institution of higher education may make a loan under this part to an eligible undergraduate student who, on the date of disbursement of a loan made under this part, has no outstanding balance of principal or interest on a loan made under this part from the student loan fund established under this part by the institution, but only if the institution has awarded all Federal Direct Loans, as referenced under subparagraphs (A) and (D) of [section 1087e(a)(2) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title20-section1087e/a/2&num=0&edition=prelim), for which such undergraduate student is eligible.
(B) *Loans for current undergraduate Federal Perkins Loan borrowers* — Through September 30, 2017, an institution of higher education may make a loan under this part to an eligible undergraduate student who, on the date of disbursement of a loan made under this part, has an outstanding balance of principal or interest on a loan made under this part from the student loan fund established under this part by the institution, but only if the institution has awarded all Federal Direct Stafford Loans as referenced under [section 1087e(a)(2)(A) of this title](https://uscode.house.gov/view.xhtml?req=g
Stored review status: release_metadata_unconfirmed. The source passage cites 20 U.S.C. § 1087aa. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
§ 1087aa. Appropriations authorized
(a) Program authority
The Secretary shall carry out a program as-
sisting in the maintenance of funds at institu-
tions of higher education for the making of
loans to undergraduate students in need to pur-
sue their courses of study in such institutions or
while engaged in programs of study abroad ap-
proved for credit by such institutions. Loans
made under this part shall be known as ‘‘Federal
Perkins Loans’’.
(b) Authority to make loans
(1) In general
(A) Loans for new undergraduate Federal
Perkins Loan borrowers
Through September 30, 2017, an institution
of higher education may make a loan under
this part to an eligible undergraduate stu-
dent who, on the date of disbursement of a
loan made under this part, has no out-
standing balance of principal or interest on
a loan made under this part from the stu-
dent loan fund established under this part by
the institution, but only if the institution
has awarded all Federal Direct Loans, as ref-
erenced under subparagraphs (A) and (D) of
section 1087e(a)(2) of this title, for which
such undergraduate student is eligible.
(B) Loans for current undergraduate Federal
Perkins Loan borrowers
Through September 30, 2017, an institution
of higher education may make a loan under
this part to an eligible undergraduate stu-
dent who, on the date of disbursement of a
loan made under this part, has an out-
standing balance of principal or interest on
a loan made under this part from the stu-
dent loan fund established under this part by
the institution, but only if the institution
has awarded all Federal Direct Stafford
Loans
as
referenced
under
section
1087e(a)(2)(A) of this title for which such un-
dergraduate student is eligible.
(C) Loans for certain graduate bo
Stored review status: historical_2024_not_currentness_verified. The source passage cites 20 U.S.C. § 1087aa. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
The Congress finds that—
(1) education is fundamental to the development of individual citizens and the progress of the Nation;
(2) there is a continuing need to ensure equal access for all Americans to educational opportunities of a high quality, and such educational opportunities should not be denied because of race, creed, color, national origin, or sex;
(3) parents have the primary responsibility for the education of their children, and States, localities, and private institutions have the primary responsibility for supporting that parental role;
(4) in our Federal system, the primary public responsibility for education is reserved respectively to the States and the local school systems and other instrumentalities of the States;
(5) the American people benefit from a diversity of educational settings, including public and private schools, libraries, museums and other institutions, the workplace, the community, and the home;
(6) the importance of education is increasing as new technologies and alternative approaches to traditional education are considered, as society becomes more complex, and as equal opportunities in education and employment are promoted;
(7) there is a need for improvement in the management and coordination of Federal education programs to support more effectively State, local, and private institutions, students, and parents in carrying out their educational responsibilities;
(8) the dispersion of education programs across a large number of Federal agencies has led to fragmented, duplicative, and often inconsistent Federal policies relating to education;
(9) Presidential and public consideration of issues relating to Federal education programs is hindered by the present organizational position of education programs in the executive branch
Stored review status: release_metadata_unconfirmed. The source passage cites 20 U.S.C. § 3401. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
§ 3401. Congressional findings
The Congress finds that—
(1) education is fundamental to the develop-
ment of individual citizens and the progress of
the Nation;
(2) there is a continuing need to ensure equal
access for all Americans to educational oppor-
tunities of a high quality, and such edu-
cational opportunities should not be denied
because of race, creed, color, national origin,
or sex;
(3) parents have the primary responsibility
for the education of their children, and States,
localities, and private institutions have the
primary responsibility for supporting that pa-
rental role;
(4) in our Federal system, the primary public
responsibility for education is reserved respec-
tively to the States and the local school sys-
tems and other instrumentalities of the
States;
(5) the American people benefit from a diver-
sity of educational settings, including public
and private schools, libraries, museums and
other institutions, the workplace, the commu-
nity, and the home;
(6) the importance of education is increasing
as new technologies and alternative ap-
proaches to traditional education are consid-
Page 1139
TITLE 20—EDUCATION
§ 3401
ered, as society becomes more complex, and as
equal opportunities in education and employ-
ment are promoted;
(7) there is a need for improvement in the
management and coordination of Federal edu-
cation programs to support more effectively
State, local, and private institutions, stu-
dents, and parents in carrying out their edu-
cational responsibilities;
(8) the dispersion of education programs
across a large number of Federal agencies has
led to fragmented, duplicative, and often in-
consistent Federal policies relating to edu-
cation;
(9) Presidential and public consideration of
issues relating to Feder
Stored review status: historical_2024_not_currentness_verified. The source passage cites 20 U.S.C. § 3401. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
**(a) In general** There are authorized to be appropriated such sums as may be necessary to carry out this subchapter.
**(b) Availability of appropriations** Notwithstanding any other provision of this chapter, the provision of funds under this chapter shall be subject to the availability of appropriations and the Secretary is not required to reduce funding for programs, projects, or activities serving a tribe in order to make funds available to another tribe or tribal organization under this chapter.
Stored review status: release_metadata_unconfirmed. The source passage cites 25 U.S.C. § 5304. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
§ 5304. Definitions
For purposes of this chapter, the term—
(a) ‘‘construction programs’’ means pro-
grams for the planning, design, construction,
repair, improvement, and expansion of build-
ings or facilities, including, but not limited to,
housing, law enforcement and detention facili-
Page 720
TITLE 25—INDIANS
§ 5304
ties, sanitation and water systems, roads,
schools, administration and health facilities,
irrigation and agricultural work, and water
conservation, flood control, or port facilities;
(b) ‘‘contract funding base’’ means the base
level from which contract funding needs are
determined, including all contract costs;
(c) ‘‘direct program costs’’ means costs that
can be identified specifically with a particular
contract objective;
(d) ‘‘Indian’’ means a person who is a mem-
ber of an Indian tribe;
(e) ‘‘Indian tribe’’ or ‘‘Indian Tribe’’ means
any Indian tribe, band, nation, or other orga-
nized group or community, including any
Alaska Native village or regional or village
corporation as defined in or established pursu-
ant to the Alaska Native Claims Settlement
Act (85 Stat. 688) [43 U.S.C. 1601 et seq.], which
is recognized as eligible for the special pro-
grams and services provided by the United
States to Indians because of their status as In-
dians;
(f) ‘‘indirect costs’’ means costs incurred for
a common or joint purpose benefiting more
than one contract objective, or which are not
readily assignable to the contract objectives
specifically benefited without effort dispropor-
tionate to the results achieved;
(g) ‘‘indirect cost rate’’ means the rate ar-
rived at through negotiation between an In-
dian tribe or tribal organization and the ap-
propriate Federal agency;
(h) ‘‘mature contract’’ means a self-deter-
mination contra
Stored review status: historical_2024_not_currentness_verified. The source passage cites 25 U.S.C. § 5304. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
**(a) Married individuals filing joint returns and surviving spouses** There is hereby imposed on the taxable income of—
(1) every married individual (as defined in section 7703) who makes a single return jointly with his spouse under section 6013, and
(2) every surviving spouse (as defined in section 2(a)),
a tax determined in accordance with the following table: If taxable income is:The tax is: Not over $36,90015% of taxable income. Over $36,900 but not over $89,150$5,535, plus 28% of the excess over $36,900. Over $89,150 but not over $140,000$20,165, plus 31% of the excess over $89,150. Over $140,000 but not over $250,000$35,928.50, plus 36% of the excess over $140,000. Over $250,000$75,528.50, plus 39.6% of the excess over $250,000.
**(b) Heads of households** There is hereby imposed on the taxable income of every head of a household (as defined in section 2(b)) a tax determined in accordance with the following table: If taxable income is:The tax is: Not over $29,60015% of taxable income. Over $29,600 but not over $76,400$4,440, plus 28% of the excess over $29,600. Over $76,400 but not over $127,500$17,544, plus 31% of the excess over $76,400. Over $127,500 but not over $250,000$33,385, plus 36% of the excess over $127,500. Over $250,000$77,485, plus 39.6% of the excess over $250,000.
**(c) Unmarried individuals (other than surviving spouses and heads of households)** There is hereby imposed on the taxable income of every individual (other than a surviving spouse as defined in section 2(a) or the head of a household as defined in section 2(b)) who is not a married individual (as defined in section 7703) a tax determined in accordance with the following table: If taxable income is:The tax is: Not over $22,10015% of taxable income. Over $22,100 but not over $53,50
Stored review status: release_metadata_unconfirmed. The source passage cites 26 U.S.C. § 1. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
§ 1. Tax imposed
(a) Married individuals filing joint returns and
surviving spouses
There is hereby imposed on the taxable in-
come of—
(1) every married individual (as defined in
section 7703) who makes a single return jointly
with his spouse under section 6013, and
(2) every surviving spouse (as defined in sec-
tion 2(a)),
a tax determined in accordance with the fol-
lowing table:
If taxable income is:
The tax is:
Not over $36,900 ..........
15% of taxable income.
Over $36,900 but not
over $89,150.
$5,535, plus 28% of the ex-
cess over $36,900.
Over $89,150 but not
over $140,000.
$20,165, plus 31% of the ex-
cess over $89,150.
Over $140,000 but not
over $250,000.
$35,928.50, plus 36% of the
excess over $140,000.
Over $250,000 ...............
$75,528.50, plus 39.6% of the
excess over $250,000.
(b) Heads of households
There is hereby imposed on the taxable in-
come of every head of a household (as defined in
section 2(b)) a tax determined in accordance
with the following table:
If taxable income is:
The tax is:
Not over $29,600 ..........
15% of taxable income.
Over $29,600 but not
over $76,400.
$4,440, plus 28% of the ex-
cess over $29,600.
Over $76,400 but not
over $127,500.
$17,544, plus 31% of the ex-
cess over $76,400.
Over $127,500 but not
over $250,000.
$33,385, plus 36% of the ex-
cess over $127,500.
Over $250,000 ...............
$77,485, plus 39.6% of the
excess over $250,000.
(c) Unmarried individuals (other than surviving
spouses and heads of households)
There is hereby imposed on the taxable in-
come of every individual (other than a surviving
spouse as defined in section 2(a) or the head of
a household as defined in section 2(b)) who is not
a married individual (as defined in section 7703)
a tax determined in accordanc
Stored review status: historical_2024_not_currentness_verified. The source passage cites 26 U.S.C. § 1. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
**(a) Allowance of credit** In the case of an individual, there shall be allowed as a credit against the tax imposed by this chapter for the taxable year the amount equal to the sum of—
(1) the American Opportunity Tax Credit, plus
(2) the Lifetime Learning Credit.
**(b) American Opportunity Tax Credit**
(1) **Per student credit** — In the case of any eligible student for whom an election is in effect under this section for any taxable year, the American Opportunity Tax Credit is an amount equal to the sum of—
(A) 100 percent of so much of the qualified tuition and related expenses paid by the taxpayer during the taxable year (for education furnished to the eligible student during any academic period beginning in such taxable year) as does not exceed $2,000, plus
(B) 25 percent of such expenses so paid as exceeds $2,000 but does not exceed $4,000.
(2) **Limitations applicable to American Opportunity Tax Credit**
(A) *Credit allowed only for 4 taxable years* — An election to have this section apply with respect to any eligible student for purposes of the American Opportunity Tax Credit under subsection (a)(1) may not be made for any taxable year if such an election (by the taxpayer or any other individual) is in effect with respect to such student for any 4 prior taxable years.
(B) *Credit allowed for year only if individual is at least ½ time student for portion of year* — The American Opportunity Tax Credit under subsection (a)(1) shall not be allowed for a taxable year with respect to the qualified tuition and related expenses of an individual unless such individual is an eligible student for at least one academic period which begins during such year.
(C) *Credit allowed only for first 4 years of postsecondary education* — The American Opportunity
Stored review status: release_metadata_unconfirmed. The source passage cites 26 U.S.C. § 25A. This identifies an authority to review, not proof of applicability.