OSAP Application Update: Change in Status to Married or Common-law Relationship

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1 Student Financial Assistance Branch Ministry of Training, Colleges and Universities OSAP Application Update: Change in Status to Married or Common-law Relationship Purpose Use this form if you have changed your status to one of the following since the start of your study period: You are now married. You are now considered as being in a common-law relationship per the following definition: Definition: Common-Law Relationship For OSAP purposes, you are in a common-law relationship if you and your spouse: have cohabited continuously for a period of at least three years, or are in a relationship of some permanence and are the natural or adoptive parents of a child. In order to complete this form, you must have already submitted a OSAP Application for Full-Time Students. Required Documents You will be required to provide proof of the change to your marital status (see Section B) as well as documentation regarding your dependent children (if applicable see Section D). Where to Send this Form If you re going to a school in Ontario: Send this completed form and your required document(s) to your school s Financial Aid Office. If you re going to a school outside of Ontario: Send your completed form and required document(s) to: Student Financial Assistance Branch, Ministry of Training, Colleges and Universities, PO Box 4500, 189 Red River Road, 4th Floor, Thunder Bay, ON P7B 6G9 Deadline This form and all required documents must be received by your financial aid office or the ministry no later than 40 days before the end of your study period. Questions? If you re going to a school in Ontario: Contact the financial aid office at your school. If you re going to a school outside Ontario: Contact the ministry at: Student Financial Assistance Branch, Ministry of Training, Colleges and Universities, PO Box 4500, 189 Red River Road, 4th Floor, Thunder Bay, ON P7B 6G9. General inquiry telephone service is available Monday to Friday, 8:30 AM 4:30 PM (Eastern Standard Time) Telephone: Toll-free in North America: OSAP-411 ( ) Telephone Device for the Deaf (TDD): March 16, Page 1 of 10

2 Section A: Student s Information Social Insurance Number: Ontario Education Number (OEN), if assigned: Last name: First name: Student s Mailing Address Street name and number, rural route, or post office box: Apartment: Street name and number, rural route, or post office box: Province or state: City, town, or post office: Postal code or zip code: Country: Area code and telephone number: Information about Student s School and Program What is the name of the school you are currently attending for your study period? Student number at your school: Page 2 of 10

3 Section B: Status Update Details Note the following definition before responding to this question: Common-Law Relationship For OSAP purposes, you are in a common-law relationship if you and your spouse: have cohabited continuously for a period of at least three years, or are in a relationship of some permanence and are the natural or adoptive parents of a child. Check the FIRST statement that describes your new status: I am now married. Required documentation: You must provide a copy of your marriage certificate or an affidavit signed by you and your spouse confirming the date of your marriage. I am now in a common-law relationship. Indicate basis for meeting common-law relationship criteria: My spouse and I have cohabited continuously for a period of at least three years. Required documentation: You must provide an affidavit signed by you and your spouse confirming that you have lived together continuously for a period of not less than three years. I am in a relationship of some permanence and my spouse and I are the natural or adoptive parents of a child. Required documentation: You must provide an affidavit signed by you and your spouse confirming that you are in a relationship of some permanence and are the natural or adoptive parents of a child. 215 What is the date of your marriage or common-law relationship? Page 3 of 10

4 Section C: Student Income Information Indicate the amount of income you will be receiving for the following two time periods: Study period 1: From your study period start date to the day prior to your status change. Study period 2: The date of your status change to the end date of your study period. 630 Type and amount of government income you expect to receive: Employment Insurance Loss of Earnings Benefits (WSIB) Ontario Disability Support Program Ontario Works Postsecondary Student Support Program (First Nations and Inuit Students) Canada Pension Plan (Orphans Benefits, Survivors Benefits, Disabled Contributors Child s Benefits) Second Career Other (including Canada-Ontario Job Grant) Study Period 1 Study Period 2 Specify Source 626 Scholarships, bursaries, and/or awards you expect to receive: 661 Educational Assistance Payments from a Registered Education Savings Plan (RESP) and payments and/or interest and dividends earned on trust funds or other education savings plans you expect to receive: 620 Employment income you expect to receive: 621 Income from all other sources world-wide you expect to receive: 636 Enter an estimate of the total gross income from all sources that you expect to receive from January 1, 2015 to December 31, 2015: Page 4 of 10

5 Section D: Children Information How many (e.g., 1, 2, 3) dependent children in each age group will be living full-time with you and your spouse during your study period from the date of your marriage or change to common-law status? If you have no dependent children, enter zero (0) in items 400, 410 and 411. Dependent children: years of age: A dependent child is: under 16 years of age and living with you and your spouse for 50% or more of your study period; or 16 years of age or older; and years of age or older who do not have a disability: is enrolled in high school and taking at least 60% of a full course load and living with you and your spouse for 50% or more of your study period; or years of age or older who have a disability: is a full-time postsecondary student and has been out of high school less than four years; or has a permanent disability and is wholly dependent on you and your spouse. 405 For the children in items 400 and 411, what is the TOTAL amount that you expect to pay for child care from the date of your status change to the end of your study period? Required documentation: You must provide a copy of one of the following documents for each of your children: Child s birth certificate Child s Statement of Live Birth In addition, if your dependent child is 12 years of age or older and has a permanent disability, you must also provide documentation from a physician or other regulated health care practitioner that clearly states: Child s diagnosis, Whether or not the disability is permanent, and Physician or health care practioner s name and contact information. Children Details Child First name: 731 Last name: 732 Date of birth: 733 For this child, indicate the amount that you expect to pay for child care from the date of your status change to the end of your study period: Page 5 of 10

6 Child First name: 736 Last name: 737 Date of birth: 738 For this child, indicate the amount that you expect to pay for child care from the date of your status change to the end of your study period: Child First name: 741 Last name: 742 Date of birth: 743 For this child, indicate the amount that you expect to pay for child care from the date of your status change to the end of your study period: Student Declaration I understand that my OSAP application will be re-assessed based on my spouse s information provided on this form. I will be bound by the Declarations I signed on my OSAP Application for Full-Time Students. Signature of Student Date Your personal information will be used to administer and finance the Ontario Student Assistance Program (OSAP) as set out in the notice of Collection and Use of Personal Information on your OSAP application form and in accordance with the consents you signed on your OSAP application form. The Ministry of Training Colleges and Universities administers and finances OSAP under the legal authority set out on your OSAP application form. If you have any questions about the collection, use and disclosure of your personal information, contact the Director, Student Financial Assistance Branch, Ministry of Training Colleges and Universities, PO Box 4500, 189 Red River Road, Thunder Bay, ON P7B 6G9; (807) Page 6 of 10

7 Section E: Spouse Information 900 Spouse s last name: 905 Spouse s first name: 915 Does spouse have a Social Insurance Number (SIN)? Yes complete item 910. No 910 What is spouse s Social Insurance Number? 902 Spouse s postal code: 903 Spouse s date of birth: 916 Does your spouse have a valid, expired, cancelled or suspended Ontario driver's licence? Yes complete item 917. No 917 What is spouse s Ontario driver s licence number? 945 When did spouse last attend high school on a full-time basis? Month Year Last attended high school full time: A full-time high school student is a student taking 60% or more of a regular high school program. If spouse left high school at any time and was out of high school for at least one full year, the date spouse last attended high school on a full-time basis is the date when spouse first left high school. 925 What will spouse s status be at the beginning of applicant s study period? Taking full-time postsecondary studies complete items 935 and 940. Employed Full-Time postsecondary studies: Other (Specify) Full-time postsecondary studies means taking 60% or more of a full course load (or 40% or more for a student with a permanent disability). 935 Is your spouse's program 12 weeks or more in length? Yes No 940 What is the name of the postsecondary school your spouse will be attending? Page 7 of 10

8 Spouse s Total Income Enter amounts from your spouse's 2014 Canadian Income Tax Return. If it has not been filed for 2014, estimate the amounts. Do not include money received through Child Tax Benefit, Universal Child Care Benefit, Ontario Child Benefit, Ontario Child Benefit Equivalent Program, the Rental Opportunity for Ontario Families (ROOF) Program, Continued Care and Support for Youth payments (formerly Extended Care and Maintenance payments) or the Assistance for Children with Severe Disabilities. Enter dollars only; do not enter cents or use periods or commas. If the amount is not applicable or negative, enter zero (0). 950 Spouse s total income as indicated on line 150: If your spouse entered data on line 210 of his or her 2014 Canadian Income Tax Return, subtract the amount entered in line 210 from the amount in line 150. Enter the revised amount in this item. 955 Does spouse receive assistance from Ontario Disability Support Program or Ontario Works? Ontario Disability Support Program Ontario Works Non-refundable Tax Credits and Tax Payable 952 Spouse s Canada Pension Plan contribution as indicated on lines 308 and 310: 953 Spouse s Employment Insurance premiums as indicated on lines 312: 954 Spouse s total tax payable as indicated on line 435: If spouse entered data on line 421 and/or 422 on his or her 2014 Canadian Income Tax Return, subtract the amount(s) from line 435. Enter the revised amount in this item. Other 2014 Income If the spouse did not file a 2014 Canadian Income Tax Return and/or other income not indicated on his or her return, enter the total value of all other taxable and non-taxable 2014 income from all sources, world-wide. Enter dollars only; do not enter cents or use periods or commas. If the amount is not applicable or negative, enter zero (0). 951 Total value of other taxable and non-taxable 2014 income from all sources world wide: Page 8 of 10

9 Section F: Consents, Declarations and Signature of Spouse Collection and Use of Personal Information Your personal information, including your Social Insurance Number (SIN), provided in connection with the applicant s application and award of financial assistance, including previous applications and awards of financial assistance, will be used by the Ministry of Training, Colleges and Universities (ministry) to administer and finance the Ontario Student Assistance Program (OSAP) and by Employment and Social Development Canada (ESDC) to administer and finance the Canada Student Loans Program (CSLP). The ministry and ESDC may use other parties for any of these activities. Under agreement with ESDC, the National Student Loans Service Centre (NSLSC) uses your personal information to administer OSAP and CSLP. Under agreement with the ministry, the applicant s postsecondary school and, where authorized by the ministry, its agents who administer OSAP and its auditors, use your personal information to administer OSAP and CSLP. Administration includes: determining eligibility for financial assistance; verifying this application; paying your spouse s financial assistance; verifying your spouse s financial assistance, any relief granted from any payment your spouse is required to make and any loan rehabilitation; considering any applications for review of determinations relating to financial assistance, eligibility for relief from any payment or loan rehabilitation; maintaining and auditing your spouse s file; assessing and collecting loans, overpayments, and repayments; enforcing the legislation set out below and your spouse s agreements with the ministry, the Ontario Student Loan Trust and ESDC; and monitoring and auditing the NSLSC and your spouse s postsecondary school or its authorized agents to ensure that they are administering the programs appropriately. In addition, administration by the ministry and ESDC includes public reporting on postsecondary education and training, including the administration and financing of student assistance programs and accessibility to and affordability of postsecondary education; planning, delivering, evaluating and monitoring student assistance programs for quality and improvements in both content and delivery, including establishing and monitoring the minimum amount of student aid the postsecondary school is required to provide under the Student Access Guarantee, if applicable; conducting risk management, error management, audit and quality assessment activities; conducting inspections or investigations; and conducting research related to postsecondary education and training, including all aspects of student assistance programs and accessibility to and affordability of postsecondary education such as developing key performance indicators on the aggregated Ontario Student Loan default rates of the applicant s postsecondary school. You may be contacted to participate in surveys related to postsecondary education and training. Financing includes: planning, arranging, or providing funding of the programs. The ministry collects your personal information under the authority of the Ministry of Training, Colleges and Universities Act, R.S.O.1990, c.m.19, as amended, O. Reg. 268/01 as amended, and O. Reg. 118/07 as amended; s.10.1 of the Financial Administration Act, R.S.O. 1990, c.f.12, as amended; the Canada Student Financial Assistance Act, S.C. 1994, c. 28, as amended and the Canada Student Financial Assistance Regulations, SOR , as amended and s (4) of the Education Act. If you have any questions about the collection or use of this information, contact the Director, Student Financial Assistance Branch, Ministry of Training, Colleges and Universities, PO Box 4500, 189 Red River Road, 4th Floor, Thunder Bay, ON P7B 6G9; (807) Spouse s Consent to the Indirect Collection and Disclosure of Personal Information (REQUIRED) I understand that the information on this form, including my residency history provided by my spouse, is a necessary part of the calculation of any financial assistance to my spouse. The information I have given is complete and true and I will notify my spouse s financial aid office or the ministry in writing if there are any changes. I agree that the ministry may use my personal information for the administration and enforcement of an OSAP application that I made or will make or is made or will be made by any of my dependent children. I agree that until my spouse s loans, overpayments, and repayments are assessed and repaid, the ministry can, without limitation, collect and exchange personal information about me that is relevant to the administration and financing of OSAP and CSLP with: my spouse; EDSC; Canada Revenue Agency (CRA); NSLSC; my spouse s postsecondary school and its authorized financial administration agents and auditors; any financial institution in which my spouse and I have a joint account, if my spouse identified it to the ministry or NSLSC for the purposes of direct deposit and repayment of financial assistance; bodies identified on this application form by name or bodies that administer programs identified on this application; persons or bodies, including government bodies within and outside of Canada, that administer any form of financial assistance and that may have information about my sources of income, assets or residency; other parties used by the ministry to administer and finance OSAP; ESDC s contractors and auditors; and collection agencies operated or retained by the federal or provincial governments. I understand that the personal information I provide in connection with this application can be accessed by my spouse. Other personal information relevant to a reassessment or appeal will be disclosed to my spouse and any person(s) authorized by my spouse to have access to all information in my spouse s OSAP file. I understand that I can withdraw any consent I have given by writing to the Director, Student Financial Assistance Branch, Ministry of Training, Colleges and Universities, PO BOX 4500, 189 Red River Road, 4th Floor, Thunder Bay, ON P7B 6G9, at any time before my spouse accepts financial assistance. I understand that if I withdraw any consent it will affect my spouse s eligibility for and the type and amount of OSAP assistance Page 9 of 10

10 I have read and understood all parts of this section, including the notice of collection, use and disclosure of my personal information, and my signature attests to my consent to the indirect collection, use and disclosure of my personal information and that my declaration is complete and true. 960 Signature of Spouse Date Spouse s Consent to the Indirect Collection and Disclosure of Information from Income Tax Returns (REQUIRED) I authorize the Canada Revenue Agency (CRA) to provide to the ministry identifying and income and expense information about me ( the information ) from its tax records. The information will be used solely for the purpose of determining the applicant s entitlement to, and collecting overpayments of, financial assistance under the Ontario Student Assistance Program (OSAP). The ministry will not disclose the information to any person or organization without my written consent, except to the applicant or where authorized by or where required by law. The ministry administers OSAP under the authority of the Ministry of Training, Colleges and Universities Act, R.S.O. 1990, c.m.19, as amended, O. Reg. 268/01 as amended, and O. Reg. 118/07, as amended; s.10.1 of the Financial Administration Act, R.S.O 1990, c.f.12, as amended; the Canada Student Financial Assistance Act, S.C. 1994, c. 28, as amended and the Canada Student Financial Assistance Regulations, SOR , as amended; and s (4) of the Education Act. This consent applies to the 2014, 2015 and 2016 taxation years and to any subsequent taxation year for which assistance is requested and my information is required. 961 Signature of Spouse Date Page 10 of 10

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