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RULES // RAP FIELD MANUAL

The RAP Payment Formula, Line by Line

Every dollar of your RAP payment comes from four moving parts: your AGI bracket, your dependents, the floor, and whose income counts. This page walks the statute's math line by line — including the bracket cliffs the press coverage keeps missing.

UPDATED: July 7, 2026  ·  STATUS: RAP live on StudentAid.gov  ·  SOURCE-CHECKED: ED / CRS / servicer guidance — see sources

Line 1 — Find your applicable percentage

Take AGI from line 11 of your most recent Form 1040. The statute assigns one percentage to your whole AGI:

AGIRateMonthly base (mid-bracket)
≤ $10,000$10 flat$10
$10,001–$20,0001%~$13
$20,001–$30,0002%~$42
$30,001–$40,0003%~$88
$40,001–$50,0004%~$150
$50,001–$60,0005%~$229
$60,001–$70,0006%~$325
$70,001–$80,0007%~$438
$80,001–$90,0008%~$567
$90,001–$100,0009%~$713
> $100,00010%AGI × 10% ÷ 12

Annual payment = AGI × rate. Monthly = that ÷ 12. Unlike the income tax code, these are not marginal brackets — the rate applies to every dollar, which produces the cliff below.

Line 2 — Mind the cliff

THE $1 THAT COSTS $700

At $70,000 AGI you pay 6% = $4,200/yr ($350/mo). At $70,001 you pay 7% = $4,900/yr ($408/mo). One extra dollar of income raised your loan bill by $700/year. The cliffs sit at every $10,000 line from $10,000 to $100,000. If your AGI hovers near a boundary, ordinary tax levers — 401(k) and traditional IRA contributions, HSA contributions, pre-tax benefits — reduce AGI directly and can drop you a full bracket. That's not a loophole; it's how the statute is written.

Line 3 — Subtract dependents

After the bracket math, subtract $50 per month for each dependent claimed on your return. Two kids = $100/month off, every month, regardless of income. The definition follows the tax code's dependent rules — children and qualifying relatives you actually claim; a spouse is never a dependent. Full treatment, including how the deduction interacts with the floor and with married-filing-separately returns, is on the dependent deduction page.

Line 4 — Apply the floor

Whatever the math produces, the payment is never below $10/month, and AGI at or below $10,000 pays exactly $10. The zero-dollar payment that SAVE, PAYE, and IBR all allowed is gone. It sounds trivial; it isn't — the floor is what keeps every month "on-time capable," which is the condition for the interest waiver and principal match. The design logic and edge cases live on the $10 minimum page.

Line 5 — Whose income counts

  • Single: your AGI.
  • Married filing jointly: combined AGI — both incomes, one bracket. (If your spouse has federal loans of their own, the calculation accounts for that; couples where both carry debt should read the joint-filing details.)
  • Married filing separately: your own AGI and your own claimed dependents only. This single choice moves more money for more borrowers than any other RAP lever — a $60k earner married to a $90k earner pays 5% of $60k filing separately vs 10-bracket-territory jointly. The trade-offs (lost tax credits, higher tax rates) are quantified on the MFS page.

Worked example, end to end

Married borrower, files separately, AGI $52,000, two dependents claimed: bracket 5% → $52,000 × 5% = $2,600/yr → $216.67/mo → minus $100 dependents → $117/mo. Same borrower filing jointly with a $70k spouse: AGI $122,000 → 10% → $1,016.67/mo → minus $100 → $917/mo. Same person, same loans, $800/month apart on a tax checkbox. Run your own scenario both ways in the calculator.

Every bracket, every worked payment (single, no dependents)

AGIRateAnnualMonthly
$8,000flat$120$10
$15,0001%$150$13
$25,0002%$500$42
$35,0003%$1,050$88
$45,0004%$1,800$150
$55,0005%$2,750$229
$65,0006%$3,900$325
$75,0007%$5,250$438
$85,0008%$6,800$567
$95,0009%$8,550$713
$110,00010%$11,000$917
$150,00010%$15,000$1,250

Managing your AGI: the legal levers, ranked

Because the formula runs on AGI, everything that legally reduces AGI reduces your payment — and near a cliff, the effect is dramatic. Ranked by accessibility: (1) Traditional 401(k)/403(b)/TSP contributions — every pre-tax dollar is a dollar off AGI, and near a bracket boundary the combined return (tax savings + payment reduction + match) can exceed 50 cents per dollar contributed. (2) HSA contributions if you're on a qualifying health plan — triple tax advantage plus AGI reduction. (3) Traditional IRA — subject to deduction phase-outs, but available even without a workplace plan. (4) Pre-tax benefits — commuter, FSA, employer premiums — smaller but automatic. What doesn't work: Roth contributions (post-tax, no AGI effect), and the student loan interest deduction (worth checking, but capped and phased out). The strategic mindset shift: under RAP, your tax return is your loan bill's source code, and you edit it once a year.

Mistakes we expect servicers (and borrowers) to make

  • Off-by-one bracket errors at boundaries — $70,000 exactly is the 6% bracket ($10,001–$20,000 pattern puts the round number at the top of its bracket); a system that computes it as 7% overcharges $58/month. Verify round-number AGIs especially.
  • Dependents dropped — the deduction rides on the return's dependent claims; a pull that misses them overbills $50 each. Your approval letter should show the count.
  • Spousal income counted on separate returns — the MFS rule is clear, but transition-era systems have miscounted before. If you filed separately and the payment looks like joint math, dispute in writing immediately.
  • Stale-year pulls — payments computed from an older return than your latest filed one. Worth a recalculation request if the newer return is lower.

The formula at every bracket: one table to bookmark

Because the brackets step at clean $10,000 lines, you can hold the whole formula in your head: AGI ≤ $10k pays the $10 floor; $10–20k pays 1% of AGI; $20–30k pays 2%; and so on, one point per bracket, capping at 10% for $100k and above — then minus $50 per dependent, never below the floor. Monthly at the bracket midpoints, single borrower: $15k AGI → $12; $25k → $42; $35k → $87; $45k → $150; $55k → $229; $65k → $325; $75k → $437; $85k → $566; $95k → $712; $150k → $1,250. Two features of the shape worth noticing: payments accelerate faster than income through the middle brackets (both the rate and the base rise together), and the bracket edges create tiny cliffs — a $1 raise from $59,999 to $60,001 moves you from 5% to 6%, adding roughly $50/month. Not a reason to refuse raises; a reason to expect the recalculation.

Auditing your servicer's math

When the first RAP bill lands, verify it in ninety seconds: take the AGI from your last filed return, find the bracket, multiply, divide by twelve, subtract $50 per dependent claimed on that return, floor at $10. If the servicer's number differs by more than rounding, the usual culprits, in order: they priced you on a different tax year than you expected (the data pipe pulls the most recent processed return — a late-filed return means stale data), a filing-status mismatch, or a dependent count that doesn't match the return. Dispute with the math written out — servicer reps correct cited arithmetic quickly, and the calculator prints exactly the citation you need.

Run your own numbers
The RAP Payment Calculator shows your exact monthly payment under RAP — side-by-side against IBR, the 10-year Standard plan, and what you were paying on SAVE.
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