Income-Based Repayment for Federal Student Loans

Earlier this year, the U.S. Department of Educationmuch you would be expected to pay on your student
rolled out a new repayment option for student loanloans over the course of a year.
borrowers that could significantly reduce the monthly4. Divide by 12 — the number you end up with is
payments on your federal student loans.what you would pay each month on your student
 loans under the IBR plan.
As of July 1, 2009, federal student loan borrowers 
have been able to apply for the new income-basedIf this final number is lower than your current monthly
repayment plan, which recalculates your monthlystudent loan payments, then you would qualify for the
student loan payments using a new income-basedIBR plan. (If your IBR payment is higher than your
formula.current monthly payments, you would remain on your
 current repayment plan.)
  
Student Loans Eligible for Income-Based RepaymentIf your family falls below the poverty line, you would
 owe nothing on your student loans for as long as your
As the name suggests, this new repayment option isfamily remains below that income line.
determined by a borrower’s income: Income-based 
repayment sets a cap on your monthly student loan 
payments based on your income and family size.The Public Service Student Loan Forgiveness
 Program
The IBR plan was designed to provide a more 
affordable repayment option for borrowers strugglingIf you’re making reduced student loan payments
to meet the monthly payments on their student loans.under the IBR plan and you also happen to work in the
 nonprofit or public service sector, you may qualify for
“We know many graduates are concerned aboutan additional benefit, the public service loan forgiveness
their ability to repay student loans in the currentprogram.
economic environment,” U.S. Secretary of 
Education Arne Duncan said in the Department ofUnder this part of the IBR  plan, your repayment
Education’s press release. “This new planperiod could be capped at 10 years. The interesting
addresses the issue head-on by giving them the optionpart here is that the monthly payments on your
of a monthly payment tied to their income.”student loans aren’t adjusted so that you pay back
 the full amount of your student loans in those allotted
The IBR option is available for most types of federal10 years. Rather, after 10 years in a public service
college loans: Your Stafford loans, Grad PLUS loans,position, any balance you have remaining on your
and federal student loan consolidations are all eligible,federal college loans could be forgiven, provided you
as long as the loans aren’t in default. IBR is notwere making each of your monthly IBR student loan
available, however, for federal parent loans (PLUSpayments during those 10 years.
loans) or for consolidation loans that included a parent 
PLUS loan in the consolidation.In other words, your federal student loans would be
 absolved and considered repaid, regardless of whether
 the loans were actually repaid in full or not.
Calculating Income-Based Student Loan Payments 
 Be aware, however, that the public service loan
The IBR plan revolves around three key factors: yourforgiveness program is only available for Federal
income and family size, and whether you hold a job inDirect Student Loans. If you took out your federal
public service. Your income and family size are usedstudent loans from a third-party lender (through the
to determine your monthly repayment amount. A publicFederal Family Education Loan Program) rather than
service job may qualify you for a shorter repaymentdirectly from the U.S. Department of Education, you
period and partial loan forgiveness.would need to consolidate your FFELP loans into a
 Federal Direct Loan before you would be eligible for
You can easily calculate what your monthly IBRthe 10-year forgiveness option.
payment would be in order to find out if you would be 
eligible for the IBR plan:But you may still be eligible for partial forgiveness on
 your student loans even if you don’t hold a public
1. Find the federal poverty level guideline for a family ofservice job. After 25 years, if you’ve been making
your size, and multiply by 150%.IBR student loan payments for those years and you
2. Subtract your annual adjusted gross income.meet certain other requirements, any remaining
3. Multiply by 15% — the resulting number is howbalance on your student loans may be cancelled.