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Education Department Ends Hardship Test for IBR, Opening Plan to More Borrowers

The change implements Congress's directive to maintain a path to income-based payments during the phaseout of other plans.

Overview

  • On December 22, 2025, the department updated its systems to remove the partial financial hardship requirement from Income-Based Repayment.
  • Borrowers previously denied because their income was too high are encouraged to reapply online, and servicers will process held applications in the order received.
  • IBR bases monthly payments on income and can discharge remaining balances after 20 or 25 years, depending on when loans were first taken out.
  • The fix followed an interim court agreement with the American Federation of Teachers after earlier denials during the implementation delay.
  • Under the One Big, Beautiful Bill Act, other income-driven plans are being phased out and a Repayment Assistance Plan with graduate borrowing caps is scheduled for July 2026, with consolidation required by June 30, 2026 for some borrowers to retain access.