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Special Circumstances

Special Circumstances. Student Financial Services. Gloria Barker Student Financial Services Advisor. Policy for Special Circumstances.

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Special Circumstances

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  1. Special Circumstances Student Financial Services Gloria Barker Student Financial Services Advisor

  2. Policy for Special Circumstances “In an effort to provide the financial means necessary for students to attend the university, the federal government allows the institution to employ professional judgment when students document special, or extenuating, circumstances.” Student Financial Services at Washington State University considers the following circumstances to be valid reasons for re-evaluation of a students’ financial aid eligibility: • Loss of Student/Parent Income • Student/Family Medical/Dental expenses • Increased expenses resulting from parents attending college or family members attending private school

  3. Application Covers the Following: • Change in Income for Parent • Change in Income for Dependent Student • Change in Income for Independent Student • Parent Medical/Dental Expenses • Independent Student Medical/Dental Expenses • Parent Attending College • Parent Federal Loans in Repayment • Private School Tuition Expenses

  4. Appeal Submission Requirements • Completed online application • Letter of Explanation • Supportive documentation (last pay stub or a letter from employer stating the last day of work, legal documentation, unemployment benefits stub, etc.) Note: • Application allows for the following two calendar years due to the federal regulation using prior-prior year information on the FAFSA. • Student/Parent will receive request for additional information if needed (RI).

  5. Common Reasons for Change of Income • Loss of Job • Reduction in pay/hours • Quit job to begin school • Death in the Family • Family financial situation changes

  6. Medical/ Dental Requirements: • Online application • Letter of explanation • Schedule A of the tax year they are choosing as their appeal time frame

  7. Parent in College • Requirements: • Online application • Documentation of expenses (tuition, books, and course related supplies). • Must have parent’s name on the documentation and the parent must be listed on the FAFSA.

  8. Private School Tuition Expenses Requirements: • Online application • Documentation of the tuition and other expenses (ie., copy of tuition statement, cancelled checks, etc.) • Proof of personal payment

  9. Parent Loans in Repayment Requirements: • Online application • Documentation showing type of loan and the student’s name • Parent name must be on the FAFSA • Documentation of appeal time frame payments • The situation must have occurred and been paid.

  10. Special Circumstance Appeals • Special Circumstance Appeals can be submitted for students or parents that have a unique family situation where the financial information listed on their FAFSA or WASFA does not currently reflect their current financial situation. • An appeal may be submitted once per academic year.

  11. Thank You! Questions or comments: specialcircumstances@wsu.edu

  12. Revision RequestAndy Lehr SFS Partner Conference 2019

  13. What is a Revision Request? • Submitted because a student has certain unanticipated expenses. An approved revision request increases the cost of attendance which in turn may then be funded by additional loan funding (if eligible).

  14. Valid Requests • Computer Costs • Grade level Change • Graduate Non-Resident • Special Fees (Winter Session, WSU Medical Insurance, EMBA/MBA, Summer Session) • Books and Supplies • Transportation Costs (Commute or repairs) • Rent/Mortgage • Work Study to Loan • Travel

  15. Requirements and Limits • Computer Costs- Receipt or Estimate; $2000; One time revision • Books and Supplies; Receipt or estimate; Over budget • Transportation Costs; (repairs) Receipts or estimates; (commute/repairs); over $717/sem; $1750/semester $3500/year total. • Rent/Mortgage; Lease/Proof of mortgage payment or notarized letter; Over $794/month, up to $1000/month • Travel; Receipts/letter from Dept. head; Travel, lodging, registration fees; Once annually • Work Study; If started, letter from employer with last date of funding earned.

  16. Revision Request

  17. Questions?

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