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Revised 3/15/2019 KT
2019-2020 APPEAL FORM FOR SPECIAL CIRCUMSTANCES
Peralta Student ID:
Student Full Name
All students requesting special circumstances consideration will be verified; tax transcripts and other documents pertaining to the
circumstances are required.
Submitting an appeal for special circumstances does not guarantee an adjustment will be
made to your aid
package. Decisions are final and will be communicated directly to the student via e-mail.
Section A- Explanation of Special Circumstances
- You
must attach
a written statement detailing the specifics of your
circumstances and provide any pertinent information that will help us better understand your particular situation. Make sure to
date and sign your written statement. If you are a dependent student, your parent must also date and sign the statement.
Section B - Special Circumstances for Consideration -
Please review and indicate which special circumstance applies to you.
Complete copies of documentation listed as
required (*)
must be submitted along with this form to review your request.
Additional documentation that helps support your appeal, even if not listed as required, can be submitted as well.
List your
name and Peralta ID number at the top of all submitted documents.
Special Circumstance
For a Dependent
Student
For an Independent
Student
Required Documentation
Loss of Employment
Student or parent(s)'
income earned in 2018 or
2019 will be less than what
was earned in 2017.
Your (and/or your spouse's)
income earned in 2018 or
2019 will be less than what
was earned in 2017.
*
2017 US Federal IRS Tax Transcript
*
W-2 Wage statements
*
Unemployment Award Letter
*
Last pay stub showing year-to-date earnings
*
Termination notice from employer
Other Loss of
Income
or
Extraordinary
Expenses
Alimony
Child Support
Retirement/Pension
Social Security (taxed)
Workers'
Compensation
Medical/Dental
You or your parent(s)'
received benefits in 2017
which have ceased or been
reduced in 2018 or 2019.
You or your parent(s)'
paid expenses not
covered by insurance and
are over the expected
cost of attendance.
You (and/or your spouse)
received benefits in 2017
which have ceased or been
reduced in 2018 or 2019.
You (and/or your spouse)
paid expenses not covered by
insurance and are over the
expected cost of attendance.
*
2017 US Federal IRS Tax Transcript
*
W-2 Wage statements
*
Original 2017 Benefit statement listing
total amount received
*
Revised 2018 or 2019 Benefit
statement and/or court documents
listing updated amount to receive and
effective date
and/or
*
Insurance coverage
*
All medical bills
Separation or Divorce
Your parents separated or
divorced AFTER filing the
FAFSA.
You and your spouse
separated or divorced
AFTER filing the FAFSA.
* 2017 US Federal IRS Tax Transcript
* W-2 Wage statements
* Divorce decree or separation agreement or
proof of separate addresses
Death of a Parent
or
Spouse
A parent has died AFTER
filing the FAFSA.
Your spouse has died AFTER
filing the FAFSA.
*
2017 US Federal IRS Tax Transcript
*
W-2 Wage statements
*
Death certificate
One-time
Payment
Received
Your parents received a
one-time lump sum
payment of monies in
2017.
You (and your spouse)
received a one-time lump
sum payment of monies in
2017.
* W-2 Wage statements
* 2017 US Federal IRS Tax Transcript
* Documents detailing One Time Payment
amount, source, reason
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Revised 3/15/2019 KT
Section C- Income and Benefits for 2018
-
Please bring complete copies of your 2018 US Federal IRS Tax Transcript and W-2
statements.
OR
Section C - Projected Income and Benefits for 2019:
Please check the box to indicate if the projected income is for
the calendar or academic year. Select option which would most
benefit student.
CALENDAR YEAR
January 2019 through December 2019
ACADEMIC YEAR
August 2019 through July 2020
You are required to provide the received and/or expected income for all categories listed below. If no income is received and/or
expected for a category, use "0" or "N/A" - do not leave any blanks. In addition to the required documentation listed on page 1, you
must submit proof of all income figures provided below (e.g., for wages, supply a copy of your most recent pay stub).
Source of Income
Mother/Stepmother
Student
Student's Spouse
Wages, Tips, Salary
Interest and/or Dividend Income
Workers' Compensation
Pensions and/or Annuities
Severance Pay
Retirement Benefits
Disability Benefits
Social Security Benefits
(taxable)
Child Support
Alimony
Welfare Benefits
Other:
TOTAL OF ALL INCOME:
Section D-For students who selected the One Time Payment Received in 2017 option only
- If your appeal is for a One Time
Payment received in 2017, please enter the amount received below.
Source of Income
Father/Stepfather
Mother/Stepmother
Student
Spouse
Amount of One Time Payment
received in 2017
Section E - Statement of Certification - By signing below, I certify all the information on this form is true and complete to the
best of my knowledge. If requested, I agree to provide further documentation to substantiate the information provided. I
understand that all special circumstances are reviewed on a case-by-case basis and this written request may not ultimately
result in actual change in financial aid.
Student Signature Date Parent Signature (if student is dependent)/Student's Spouse Signature (if applicable) Date
Have you provided all the following?
Written Detailed Statement of circumstances Tax Transcript(s), W-2(s) Copies of all required documentation as indicated on page 1
Supporting Documentation for income sources listed on page 2 Appropriate Signatures, Student Name, and Peralta ID on ALL documents
$ 0.00
$ 0.00
$ 0.00
$ 0.00
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