Fillable 2020 2021 Special Circumstances Review (Monmouth University)

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2020 2021 Special Circumstances Review (Monmouth University)

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2020 – 2021 Special Circumstances Review
The Financial Aid Office recognizes that there are times when it is necessary to re-evaluate a student’s
eligibility for financial aid:
• the family has experienced a Change in Financial Circumstances;
• the student is classified as “dependent” but is self-supporting or not able to have contact with
their parents and requires a Dependency Status Review; or
• the student needs additional loan funding for educational expenses and requires a Cost of
Attendance Budget Adjustment.
Please check the box below to indicate which type of special circumstances you would like us to
consider. Submit the required documentation either by email to pjrequest@fa.monmouth.edu, by fax
to 732-263-5577, or by mail to Monmouth University Financial Aid Office, 400 Cedar Avenue, West
Long Branch, NJ 07764. Please note that your request for a special circumstances review will not be
processed until you have supplied all documentation.
Student's ID:
Alternate Email:
Parent Email:
Student's Full Name:
Student's Email:
Parent’s FullName:
Best Telephone Number to Reach You:
Change
in Financial
Aid Circumstances
(Note that only those circumstances that are beyond the student’s or family’s control will be considered
for review. Examples of circumstances that will not be considered are: consumer debt, bankruptcy,
private school tuition, parent unwillingness to complete the financial aid application, voluntary
reduction in overtime, etc.)
Unemployment
o Name of unemployed person:
o Relationship to student:
o Has the person returned to work?
Yes No
If yes, indicate date:
o Signed copy of Spouse/Parent(s) 2019 Federal Income Tax Return, including all pages
o Spouse/Parent(s) 2019 W-2's
o Notice of termination from former employer with last day of employment and
severance/vacation/sick pay included (if applicable)
o Copy of 'Notice of Benefit Determination' from unemployment
o Verification of retirement or medical disability
o Last pay stub and current pay stub (only if person has returned to work)
Student Loss of Full-Time Work
Unempl
oyed
o Student is currently working: Part-time
o Reason for change in employment status (Briefly describe below):
o Signed copy of Student's 2019 Federal Income Tax Return and Student 2019
W-2’s
o Last pay stub at full-time
o Most recent pay stub at part-time
Divorce or S
eparation
o Date of divorce or separation:
o Name of parent student lives with:
o Monthly amount of support received:
Child Support (for all children): $
Alimony: $
Household Support: $
o Signed copy of Student or Parent(s) 2019 Federal Income Tax Return, including all pages
o Student or Parent(s) 2019
W-2’s
o Divorce decree (If the decree is not available, submit verification of different addresses. The
following are acceptable proof separate residence: driver’s license, signed leases, utility bills, etc.)
Death of a Parent
or Student's Spouse
o Name of the deceased person:
o Date of Death:
o Date Social Security Benefits began:
o Monthly amount for all family members: $
o Signed copy of Student and Parent(s) (if dependent) 2019 Federal Income Tax Return,
including all pages
o Student and Parent(s) (if dependent) 2019 W-2’s
o Death certificate
Loss of Untaxed Income
Total received in 2019: $
Other
o Signed copy of Student or Parent(s) 2019 Federal Income Tax Return, including all pages
o Person who lost benefits:
o Type of benefits lost:
o Date benefits were lost:
o Student and Parent(s) 2019 W-2’s
o Statement of terminated benefits
o Name of person incurring the expenses:
o Unreimbursed medical expenses in 2018 or 2019.
o Signed copy of Student or Parent(s) 2018 or 2019 Federal Income Tax Return, including
Schedule A (if filed)
o If Schedule A was not filed, cancelled checks and/or receipts for expenses paid AND
statements from insurance company indicating that the expense is unreimbursed
o Please provide a letter of explanation.
o Contact the Financial Aid Office at 732-571-3463 to discuss your circumstances.
Unreimbursed Medical Expenses
Dependency Status Review
You have been separated from your parents because of an unsafe home environment, or your
parent has been institutionalized or is in a correctional facility.
You have been separated from your parents, come from a documented background of historical
poverty, and are living with a relative or someone who is supporting you.
Other
o Please provide a letter of explanation.
o Contact the Financial Aid Office at 732-571-3463 to discuss your circumstances.
Provide the following information:
o All supporting documentation (court documents, police reports, social service
agency reports)
o Student’s 2018 Federal IRS Tax Return Transcript or Tax Return
o Student’s 2018 W-2’s
o Please indicate how you paid for the living expenses itemized below.
o Third Party Reference. One letter from a non-family member who can attest to the
student’s situation. Examples of such a person include, but are not limited to:
teacher, counselor, employer, clergy, social worker, attorney, court official,
psychiatrist, psychologist, medical professional, law enforcement agent, etc.
Cost o
f Attendance Budget Adjustments
Off-Campus
o Attach a letter listing all monthly expenses for off-campus living and transportation
expenses. Such as rent, utilities, food, internet/cable, car maintenance, etc.
Child
Care
o Attach a letter listing all monthly expenses for child care.
Educational Expenses
Other
o Attach a letter listing all monthly expenses for educational expenses. Such as
books, computer, lab equipement,etc
o Provide receipts (if applicable).
o Please provide a letter of explanation.
o Contact the Financial Aid Office at 732-571-3463 to discuss your circumstances.
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2020 2021 Special Circumstances Review (Monmouth University)

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Completed 23 August 2020

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