Special Circumstance Review 1 of 8

Transcription

1 A Student s Name: Special Circumstance Review 1 f 8 SLU Banner ID Number Saint Luis University, as allwed by law, cnsiders life changes that ccur after the cmpletin f yur Free Applicatin f Federal Student Aid (FAFSA). Special circumstances are reviewed n a case-bycase basis, and the University is limited regarding the adjustments that can be made. This frm may be used t reprt significant changes that have ccurred since filing the (FAFSA). The Office f Student Financial Services must have the results f a valid FAFSA prir t the review f any special circumstances. Changes resulting frm this review d nt guarantee an increase in aid. Yu must cmplete all questins n this frm and prvide all requested dcumentatin. If requested dcumentatin is nt attached r items are missing r left blank, this frm will be returned t yu unprcessed. If clarificatin f yur situatin is necessary, this ffice may request additinal infrmatin r dcumentatin beynd the requested items belw. T ensure cnsideratin f yur special circumstance, SLU will cmplete a full verificatin f all data. Please submit (1) signed cpies f parent/stepparent (2) and/r student/spuse signed 2008 federal tax returns (3) including all schedules, attachments and W-2s and an Institutinal Verificatin Frm (included within this frm pg. 4-7). These dcuments are required t be n file prir t review. Review f this infrmatin des nt guarantee any change f awards. Each situatin and any resulting changes are determined based n a case by case analysis. The ffice will cnsider reductins in incme r unusual circumstances that significantly and negatively affect yur ability t cntribute t the student s SLU cst f attendance. It is ur plicy nt t cnsider a reductin in incme fr the fllwing: Unusual expenses related t persnal living (e.g., wedding expenses, credit card bills, hme mrtgage, schl lan payments, car payments, legal expenses r ther miscellaneus cnsumer item expenses). Reductins in vertime pay r ne time winnings (this will be reflected n the fllwing year s aid applicatins). Please allw 2-4 weeks fr review and ntificatin. Reasn Requested Dcumentatin Lss/Change in Emplyment Must be at least a 20% decrease in the family s husehld incme and cntinuus fr 10+ weeks. Letter r ntificatin frm emplyer cncerning lss f jb r change in jb status. Is there a severance package? Cpy f last pay stub. Yes Prvide dcumentatin and amunt. Prvide letter frm emplyer indicating n severance package is t be given. Will yu receive r are yu receiving unemplyment benefits? Yes Prvide dcumentatin and amunt. Has the persn returned t wrk? Yes Give start date and pay stub. Prvide a detailed timeline f lss r change n a separate piece f paper. Fr example: Jan-March emplyed with x cmpany, March 10-June 15 unemplyed, June 15 th emplyed with new cmpany. Cmplete Sectin B

2 Student s Name: Special Circumstance Review 2 f 8 SLU Banner ID Number B C D E F G H Death f Spuse r Parent Divrce r Separatin One-Time Incme Reductins in vertime pay r ne-time winnings are nt cnsidered. Lss f Benefits (Child Supprt, Scial Security, Unemplyment) Healthcare Expenses The fllwing cnditin is nly cnsidered if the expense exceeds 15% f the family s adjusted grss incme. Medical csts may be allwed if required treatment, rather than elective care and dcumented by a physician. Tuitin Expenses The fllwing cnditin is nly cnsidered if the expense exceeds 10% f the family s adjusted grss incme. Substantial elementary/secndary tuitin expenses paid fr dependents ther than the SLU student. Other Please specify and prvide the apprpriate dcumentatin. Cpy f death certificate Are there survivr benefits (scial security, life insurance, etc)? Cmplete Sectin B Yes Prvide dcumentatin. Prvide separate letter indicating n benefits are t be received. Cpy f divrce decree r separatin agreement. (If yu d nt have a separatin agreement, attach a ntarized statement indicating separatin and effective dates.) Incme/Asset Settlements List f current husehld members, relatinship t student, and their age Cmplete Sectin B Give surce and amunt f incme and include an explanatin f why these funds are nt available fr educatinal purpses. Attach a cpy f yur signed 2007 (in additin t the 2008) Federal Tax Return. Child Supprt: Scial Security: Attach a cpy f Curt r Child Service Agency dcuments stating benefit ending date and mnthly amunt received. Attach a cpy f ntificatin f lss f scial security incme stating benefit ending date and mnthly amunt received. Unemplyment Benefits: Attach a cpy f ntificatin f lss f unemplyment incme stating benefit ending date and mnthly amunt received. Attach a cpy f yur and/r yur parents Schedule A f the 2008 Federal Incme Tax Return r cpies f PAID receipts r canceled checks incurred thrugh Attach a letter f explanatin f healthcare expenses incurred. Submit Tuitin Expense Frm (attached-last page). If parent is attending schl, a statement frm cllege f hurs taken and degree status is requested. Parent must be attending half-time and be degree seeking.

3 Special Circumstance Review 3 f 8 SECTION B: ANTICIPATED TOTAL INCOME FOR CALENDAR YEAR 2009 (JAN. 1, 2009 DEC ) This sectin nly need be cmpleted if yu checked A, B r C abve. D nt leave any sectins blank: write 0 if incme type des nt apply. If yu are remarried, yu must reprt yur incme and the incme f yur current spuse, nt the incme f the natural father and/r mther. Eligibility fr financial aid is determined by the parent with whm the student lived with last and/r prvides mre than 50% f the care and supprt fr the student. This nrmally means the parent with whm the student lived with last since there are hidden csts assciated with this type f arrangement. Incme Type (Please indicate anticipated 2009 figures in the clumns t the right fr each item belw.) Father/Stepfather Student s Spuse Mther/ Stepmther Anticipated Ttal Grss Incme frm Wrk (Befre Taxes) Unemplyment Benefits and/r severance pay Alimny Interest and Dividends Net amunt t be received frm withdrawal frm pensins r annuities (excludes rllvers) Earned incme credit Additinal child tax credit Scial Security Benefits received that will nt be taxed Welfare Benefits, including Temprary Assistance fr Needy Families (TANF) Payments t tax-deferred pensin and savings plans and untaxed prtins f pensins and IRA distributins (exclude rllvers) Child supprt received fr all children (d nt include fster care r adptin payments) Cash received, r mney paid n yur behalf, nt already reprted abve Any ther anticipated untaxed incme r benefits nt already reprted abve such as wrker s cmpensatin, disability, etc. Anticipated 2009 Educatin credits (Hpe and Lifetime Learning tax (-) (-) (-) credits) Child supprt t be paid in 2009 because f divrce, separatin r as (-) (-) (-) a result f a legal requirement Anticipated 2009 taxable need-based wrk-study earnings and (-) (-) (-) anticipated taxable emplyment prtins Anticipated grant and schlarship aid t be reprted t the IRS in (-) (-) (-) yur adjusted grss incme Ttal 2009 Anticipated Incme Student Certificatin Statement I certify that the submitted infrmatin is true and accurate t the best f my knwledge and belief. I have read each sectin and have prvided the required dcumentatin. I understand that underestimating prjected incme culd result in reduced eligibility and/r repayment f aid and/r denial f future reviews/appeals, in this and/r future years. Father / Stepfather Signature: Mther / Stepmther Signature: Student Signature: Student Spuse Signature:

4 Special Circumstance Review 4 f 8 THESE SECTIONS MUST BE COMPLETED Dependent and Independent Verificatin Wrksheet Yur FAFSA applicatin was selected fr review in a prcess called Verificatin. In this prcess, Saint Luis University will cmpare infrmatin frm yur applicatin with signed cpies f yur and/r yur parent(s) 2008 Federal tax frms, r with W-2 frms r ther financial dcuments. The law states we have the right t ask yu fr this infrmatin befre awarding Federal Aid. If there are differences between yur submitted FAFSA and yur financial dcuments, Saint Luis University will make the apprpriate crrectins. Cmplete this verificatin frm and submit it t the Office f Student Financial Services as sn as pssible s that yur financial aid wn t be delayed. *Medical Students wh prvided parental data n the FAFSA, must cmplete bth the Dependent and Independent sectins in rder t be cnsidered fr Institutinal aid. Sectin One: WHAT YOU SHOULD DO: 1. Cllect yur and/r yur parent(s) /spuse s financial dcuments (signed 2008 federal incme tax frms, W-2 frms, etc.) 2. Speak with yur Student Financial Services Cunselr if yu have questins abut cmpleting this wrksheet. 3. Cmplete and sign the wrksheet yu and/r yur spuse and at least ne parent, if required. 4. Submit the cmpleted wrksheet, tax frms and any ther dcuments requested. 5. The Office f Student Financial Services will cmpare infrmatin n this wrksheet and any supprting dcuments with the infrmatin yu submitted n yur FAFSA. Saint Luis University must review the requested infrmatin under the financial aid prgram rules (34 CFR, Part 668) Were yu brn befre January 1, 1986? Were yu married at the time yu cmpleted yur FAFSA? At the beginning f the schl year, will yu be wrking n a master s r dctrate prgram (such as an MA, MBA, MD, JD, PhD, EdD, graduate certificate, etc.? Are yu currently serving n active duty in the U.S. Armed Frces fr purpses ther than training? Are yu a veteran f the U.S. Armed Frces? ~Answer Yes, yu are a veteran, if yu (1) have engaged in active duty in the U.S. Armed Frces (Army, Navy, Air Frce, Marines, r Cast Guard) r are a Natinal Guard r Reserves enlistee wh was called t active duty fr purpses ther than training, r were a cadet r midshipman at ne f the service academies, and (2) were released under a cnditin ther than dishnrable. Als answer Yes if yu are nt a veteran nw but will be by June 30, ~Answer, yu are nt a veteran, if yu (1) have never engaged in active duty in the U.S. Armed Frces, (2) are currently an ROTC student r cadet r midshipman at a service academy, r (3) are a Natinal Guard r Reserves enlistee activated nly fr training. Als, answer if yu are currently serving in the U.S. Armed Frces and will cntinue t serve thrugh June 30, D yu have children wh receive mre than half f their supprt frm yu between July 1, 2009 and June 30, 2010? D yu have dependents ther than yur children/spuse) wh live with yu and wh receive mre than half f their supprt frm yu, nw and thrugh June 30, 2010? At any time since yu turned age 13, were bth yur parents deceased, were yu in fster care r were yu a dependent r ward f the curt? Please prvide dcumentatin f yur status if yes. Are yu r were yu an emancipated minr as determined by a curt in yur state f legal residence? Please prvide dcumentatin f yur status if yes. Are yu r were yu in legal guardianship as determined by a curt in yur state f legal residence Please prvide dcumentatin f yur status if yes. At any time n r after July 1, 2008, did yur high schl r schl district hmeless liaisn determine that yu were an unaccmpanied yuth wh was hmeless? Please prvide dcumentatin f yur status if yes. At any time n r after July 1, 2008, did the directr f an emergency shelter r transitinal husing prgram funded by the U.S. Department f Husing and Urban Develpment determine that yu were an unaccmpanied yuth wh was hmeless? Please prvide dcumentatin f yur status if yes. At any time n r after July 1, 2008, did the directr f a runaway r hmeless yuth basic center r transitinal living prgram determine that yu were an unaccmpanied yuth wh was hmeless r were self-supprting and at risk f being hmeless? Please prvide dcumentatin f yur status if yes.

5 Special Circumstance Review 5 f 8 If yu answered t EVERY questin n page 4, check DEPENDENT and cmplete sectin 2 and 4. If yu answered Yes t ne r mre items, see page 6 fr Independent instructins. *Medical Students wh prvided parental data n the FAFSA, must cmplete the Dependent and Independent sectins 2, 3 & 4 in rder t be cnsidered fr institutinal aid. Sectin 2: DEPENDENT: Dcumentatin Requested: Attach a signed cpy f yur and yur parent(s) 2008 federal incme tax return and all schedules. Include W-2 frms if applicable. If yu and/r yur parents(s) did nt file AND were nt required t file a 2008 federal incme tax return, please check the apprpriate bx. If yu did nt file but received a W-2(s), please prvide a cpy. Student n-tax Filer Parent n-tax Filer List the fllwing (attach a separate page if necessary: Yurself and yur parent (s) (including stepparent) even if yu d nt live with yur parent(s). Yur parents ther children, even if they d nt live with yur parent(s) if: a. Yur parent(s) will prvide mre than half f their supprt frm July 1, 2009 thrugh June 30, 2010 b. OR the children wuld be required t prvide parental infrmatin when applying fr Federal Student Aid Other peple if they nw live with yur parents and yur parents prvide mre than half f their supprt and will cntinue t prvide mre than half f their supprt frm July 1, 2009 thrugh June 30, Full name Age Relatinship t yu Name and state f cllege if attending during Self Saint Luis University, MO Enrlled half time r mre In a degree prgram?

6 Special Circumstance Review 6 f 8 If yu answered Yes t ANY questin n the page 1, check INDEPENDENT and cmplete sectin 3 and 4. *Medical Students wh prvided parental data n the FAFSA, must cmplete the Dependent and Independent sectins 2, 3 & 4 in rder t be cnsidered fr institutinal aid. Sectin 3: INDEPENDENT: Dcumentatin Requested: Attach a signed cpy f yur and yur spuse s (if yu are married) 2008 federal incme tax return and all schedules. Include W-2 frms if applicable. If yu and/r yur spuse did nt file AND were nt required t file a 2008 federal incme tax return, please check the apprpriate bx. If yu did nt file but received a W-2(s), please prvide a cpy. Student n-tax Filer Spuse n-tax Filer List the fllwing (attach a separate page if necessary): Yurself and yur spuse (if yu are married). Yur children, if yu will prvide mre than half f their supprt frm July 1, 2009 thrugh June 30, Other peple if they nw live with yu and yu prvide and will cntinue t prvide mre than half f their supprt frm July 1, 2009 thrugh June 30, Full name Age Relatinship t yu Name and state f cllege if attending during Enrlled half time r mre in a degree prgram Self Saint Luis University, MO

7 Special Circumstance Review 7 f 8 Sectin 4: Student/ Spuse 2008 Additinal Financial Infrmatin Parents Educatin credits (Hpe and Lifetime Learning tax credits) frm IRS Frm 1040-line 50 r 1040A-line 31. Child supprt yu paid because f divrce r separatin r as a result f a legal requirement. Dn t include supprt fr children in yur (r yur parents ) husehld, as reprted n yur FAFSA in questin 96 (student /spuse) r questin 75 (fr yur parents). Taxable earnings frm need-based emplyment prgrams, such as Federal Wrk-Study and needbased emplyment prtins f fellwships and assistantships. Student grant and schlarship aid reprted t the IRS in yur (r yur parents ) adjusted grss incme. Includes AmeriCrps benefits (awards, living allwances and interest accrual payments), as well as grant r schlarship prtins f fellwships and assistantships. Cmbat pay r special cmbat pay. Only enter the amunt that was taxable and include in the adjusted grss incme. D nt enter untaxed cmbat pay reprted n the W-2 (Bx 12, cde Q) Student/ Spuse 2008 Untaxed Incme Parents Payments t tax-deferred pensin and savings plans (paid directly r withheld frm earnings), including, but nt limited t, amunts reprted n the W-2 Frm in Bxes 12a thrugh 12d, cdes D, E, F, G, H and S. IRA deductins and payments t self-emplyed SEP, SIMPLE, and Kegh and ther qualified plans frm IRS Frm 1040 ttal f line 28 + line 32 r 1040A line 17. Child supprt yu received fr all children. Dn t include fster care r adptin payments. Tax exempt interest incme frm IRS Frm 1040 line 8b r 1040A line 8b. Untaxed prtins f IRA distributins frm IRS Frm 1040 lines (15a minus 15b) r 1040A lines (11a minus 11b). Exclude rllvers. If negative, enter a zer here. Untaxed prtins f pensins frm IRS Frm 1040 lines (16a minus 16b) r 1040A lines (12a minus 12b). Exclude rllvers. If negative, enter a zer here. Husing, fd and ther living allwances paid t members f the military, clergy and thers (including cash payments and cash value f benefits). Veterans nn-educatin benefits such as Disability, Death Pensin, r Dependency & Indemnity Cmpensatin (DIC), and/r VA Educatinal Wrk-Study allwances. Other untaxed incme r benefits nt reprted, such as wrkers cmpensatin, disability, etc. Dn t include student aid, earned incme credit, additinal child tax credit, welfare payments, untaxed Scial Security benefits, supplemental security Incme, Wrkfrce Investment Act educatinal benefits, cmbat pay, benefits frm flexible spending arrangements (e.g., cafeteria plans), freign incme exclusin r credit fr federal tax n special fuels. Mney received, r paid n yur behalf (e.g., bills), nt reprted elsewhere n this frm. My signature belw certifies that the infrmatin reprted is cmplete and crrect. Student signature: Parent / Spuse signature: (Dependent) / (Independent) Please prvide cntact infrmatin: Name: Cell phne: address:

8 Fr private schl tuitin expenses paid between January 1-December 31, 2008, please submit this frm t the private elementary/secndary schl. This frm must be printed n schl letterhead. Saint Luis University Student Name: Saint Luis University Banner ID Number: Student attending private elementary/secndary schl Relatinship t SLU Student The expenses fr the abve named student have been PAID between January 1 December 31, Please nte: This is different than an academic year (ie. August 2008-May, 2009). Tuitin: The expenses listed belw ARE NOT cnsidered t adjust SLU aid; hwever, they may be listed. Fees: Bks: Miscellaneus Expenses: Indicate expense Other: Schl Official Signature: Schl Official Name: Schl Official Title: Schl Official Telephne: SLU Student Signature: Parent Signature: RETURN TO: