Student Aid Repayment Calculator

Estimate your federal student loan payments, explore forgiveness options, and plan your repayment strategy

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Calculate Your Student Aid Repayment Options

$
Total federal student loan balance
%
Average annual interest rate
years
Repayment period in years
$
Current annual income (for income-driven plans)
people
Household size for repayment calculations
For federal poverty guideline calculations

Understanding Student Aid Repayment

Federal student loan repayment uses amortization formulas to calculate your monthly payments. The standard formula for fixed monthly payments is:

M = P × [r(1+r)^n] ÷ [(1+r)^n - 1]

Where:

  • M = Monthly payment
  • P = Principal loan amount
  • r = Monthly interest rate (annual rate ÷ 12)
  • n = Total number of payments (years × 12)

Example Calculation

For a $35,000 loan at 4.53% interest over 10 years:

r = 4.53% ÷ 12 = 0.003775
n = 10 × 12 = 120 payments
M = 35000 × [0.003775(1.003775)^120] ÷ [(1.003775)^120 - 1]
M = $363.28 per month

Income-Driven Repayment Formulas

Income-driven plans (REPAYE, PAYE, IBR, ICR) calculate payments as a percentage of your discretionary income:

Monthly Payment = (AGI - (Poverty Guideline × Family Size)) × Percentage ÷ 12

Where the percentage varies by plan:

  • REPAYE/PAYE: 10% of discretionary income
  • IBR (new borrowers): 10% of discretionary income
  • IBR (old borrowers): 15% of discretionary income
  • ICR: 20% of discretionary income or fixed 12-year payment, whichever is less

Loan Forgiveness Timeline

Income-driven repayment plans offer forgiveness after:

  • 20 years: Undergraduate loans (REPAYE, IBR, PAYE)
  • 25 years: Graduate loans (REPAYE, IBR)
  • 10 years: Public Service Loan Forgiveness (PSLF) with qualifying payments

Important Disclaimer

Use these calculations as an informational basis only. Do not make financial or legal decisions based solely on this calculator's results. This calculator provides estimates based on standard formulas and current federal guidelines. Actual payments may vary based on your specific loan terms, interest rate types, and repayment plan eligibility. For official repayment calculations and plan selection, consult your loan servicer or the Federal Student Aid website at studentaid.gov.

Frequently Asked Questions

What's the difference between standard and income-driven repayment plans?
Standard plans have fixed monthly payments that pay off your loan in 10 years. Income-driven plans base payments on your income and family size, typically 10-20% of your discretionary income. Income-driven plans offer forgiveness after 20-25 years but may result in higher total interest paid over the life of the loan.
How accurate are these repayment estimates?
These estimates are based on standard federal loan formulas and current poverty guidelines. They provide a close approximation, but actual payments may vary based on your exact loan terms, interest rate types (fixed vs. variable), and specific plan eligibility. Always verify with your loan servicer for official calculations.
Should I choose an income-driven repayment plan?
Income-driven plans are ideal if your monthly payments under a standard plan would be more than 10-15% of your discretionary income, or if you're pursuing Public Service Loan Forgiveness. However, they typically extend your repayment period and may increase total interest paid. Use this calculator to compare total costs across different plans.
What counts as discretionary income for repayment calculations?
Discretionary income is your Adjusted Gross Income (AGI) minus 150% of the federal poverty guideline for your family size and state. For 2024, the poverty guideline for a single person in the contiguous US is $14,580, so 150% would be $21,870. Your discretionary income would be your AGI minus this amount.
How does Public Service Loan Forgiveness (PSLF) work with these calculations?
PSLF forgives remaining loan balance after 120 qualifying monthly payments while working full-time for a qualifying employer. Payments must be made under an income-driven repayment plan. This calculator can show you what your payments would be under income-driven plans, which are required for PSLF eligibility.
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