Fillable 2021-22 Dependency Override Appeal (University of Florida)

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2021-22 Dependency Override Appeal (University of Florida)

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Division of Enrollment Management
Office for Student Financial Affairs
Cust-DEPOverride-9-20
2021-22 Dependency Override Appeal
Federal financial aid regulations assume that a student’s family has primary responsibility for meeting educational
costs. If you are considered a dependent student according to the federal financial aid definition, your aid eligibility is
determined using parent income and asset information in addition to your information.
Your student dependency status is determined by the U.S. Department of Education, based on your responses to
specific questions on the FAFSA. For financial aid purposes, federal regulations have defined an independent student
as one who meets AT LEAST ONE of the following conditions:
• Born before January 1, 1998
• Married as of the date FAFSA signed
• Have children who receive more than half their support from the student, OR have legal dependents, other
than a spouse or children, who live with student and receive more than half their support from the student
• Attending graduate level program of study during the 2021-22 academic year
• Veteran of U.S. Armed Forces (or will be a veteran as of June 30, 2021), or have attended a service academy
and were released under a condition other than dishonorable
• Currently serving on active duty in U.S. Armed Forces (other than for training)
• Emancipated Minor or in Legal Guardianship as determined by the court in her/his state of legal residence
• Orphan, ward of the court, foster care (after age 13)
• A self-supporting unaccompanied youth who is homeless or at risk of homelessness (as certified by
governmental or school agency)
A student who does not meet ANY of the above classifications is classified as a Dependent student.
A dependency override occurs when a financial aid administrator exercises professional judgment and overrides the
Department of Education’s criteria for dependent students. An override may only be granted on a case-by-case basis
for students with unusual & exceptional circumstances. These circumstances must show compelling reason for a
student to be considered independent rather than dependent.
The following are some examples of conditions that could warrant a Dependency Override:
• Documented abandonment
• Parental drug use
• Parental mental incapacity
• Physical or emotional abuse
• Severe estrangement from parents
• Parental incarceration
By federal law, the following conditions DO NOT warrant a Dependency Override:
• Parents refuse to provide information on the FAFSA application or for verification
• Parents do not claim student as dependent for income tax purposes
• Parents unwilling or unable to contribute to student’s education
• Student demonstrates self-sufficiency
• Student reluctant to request the income information from parents
• Student does not wish to communicate with parents
What makes a student Dependent or Independent?
What is a Dependency Override?
What conditions COULD warrant a Dependency Override?
What conditions DO NOT warrant a Dependency Override?
Email completed form to: sfa-help@mail.ufl.edu
Subject: Dep Override Appeal
(352) 392-1275 / 392-1275 TDD
Email: sfa-help@mail.ufl.edu
www.sfa.ufl.edu
Cust-DEPOverride-9-20
PLEASE NOTE THE FOLLOWING:
You should complete this form if you are considered a dependent student for federal financial aid and believe you
have compelling extenuating circumstances which should allow you to be considered an independent student. Return
the completed form with the required documentation to the Office for Student Financial Affairs. We understand the
sensitive nature of these circumstances; all documentation received by SFA will be kept confidential.
Please note the following:
• Complete the 2021-22 FAFSA online at www.fafsa.ed.gov prior to completing and submitting the Dependency
Override Appeal.
• Financial
Aid Policy at the University of Florida requires that a student seeking a Dependency Override
must complete the Dependency Override Appeal. Decisions made at other institutions are not accepted.
• When submitting your appeal, you will be required to meet with your financial aid adviser.
• The determination of whether or not to approve a dependency override is made by SFA—not the
U.S. Department of Education. All decisions made by SFA on dependency overrides are FINAL—there
is no appeal.
1. FAFSA: Complete the FAFSA prior to submitting the Dependency Override Appeal
2. Dependency Override Appeal Form: complete all sections of the appeal form
3. Third Party Statements: Provide at least two letters from third-party adult individuals who personally have
knowledge of your situation and who can verify your circumstances. At least one letter (on letterhead) must
be from a guidance counselor, physician, social worker, clergy person, or another individual who has been
involved in the circumstances in a professional capacity. All letters must include details as to how the person
knows you, how long they have known you, and how they have been involved and/or have first-hand
knowledge of your situation. The individuals submitting letters cannot be related to one another, nor can they
reside at the same address. A telephone number and address where the individual can be reached for follow-
up questions must be included.
4. Supporting Documentation: In addition to your appeal form and third-party statements, you must provide a
copy of your current lease or rental agreement. If you do not have either, attach a signed statement from your
current landlord verifying your tenancy.
5. Meet with a financial aid administrator: Once you have completed the appeal form and gathered your
statements and supporting documentation, contact your financial aid adviser to make arrangements to meet
with them and to submit your appeal in person.
The Appeal Process
APPEAL INSTRUCTIONS
Division of Enrollment Management S107 Criser Hall
Office for Student Financial Affairs PO Box 114025
Gainesville, FL 32611-4025
352-392-1275/392-1275 TDD
352-392-2861 Fax
www.sfa.ufl.edu
Cust-DEPOverride-9-20
2021-22 Dependency Override Appeal
UFID: – Student’s Name:
Phone Email
Financial Aid policy at the University of Florida requires a student seeking a dependency override to complete and
submit the Dependency Override Appeal Form, with all required documentation. Decisions made at other institutions
are not accepted. Refer to the instructions page for complete details.
STEP ONE: Personal Statement
Please attach a personal statement, detailing the unusual & extenuating circumstances that you believe warrant a
review of your dependency status. Be sure to include the following:
1. The nature of your relationship with both your mother and father
2. The location of both parents AND when you last had contact with them
3. Why you cannot obtain information and/or support from your parents
STEP TWO: Third Party/Professional Statement
Provide at least two letters from third party, adult individuals who personally have knowledge of you and your
situation and who can verify your circumstances. Please note the following:
1. At least one letter (on letterhead) must be from a guidance counselor, physician, social worker, licensed
therapist, clergy person, or other individual who has been involved in the circumstances in a professional
capacity.
2. All letters must include details as to how the person knows you, how long they have known you, and how
they have been involved and/or have first-hand personal knowledge of your situation.
3. The individuals submitting letters cannot be related to one another, nor can they reside at the same address. A
telephone and address where the individual can be reached for follow-up questions must be included.
STEP THREE: Residence Information
r On Campus r Off Campus r With Parents
Check the appropriate box below:
Where did you live during 2020-21
?
Where did you live during 2021-22?
r On Campus r Off Campus r With Parents
STEP FOUR: EXPENSES (Pt. 1): For each item listed below, place an X in the appropriate box.
r Yes r No
r Yes r No
r Yes r No
r Yes r No
r Yes r No
Did your parent(s) claim you as an exemption on their 2019 federal tax return?
Will/did your parent(s) claim you as a dependent on their 2020 tax return?
Did your parent(s) provide your health insurance in 2020-21?
Will your parent(s) provide your health insurance in 202
1-22?
Did your parent(s) provide your auto insurance in 2020-21?
Will your parent(s) provide your auto insurance in 2021-22?
r Yes r No
Cust-DEPOverride-9-20
UFID: – Student’s Name:
STEP FI
VE: EXPENSES (Pt. 2): Indicate who pays for each expense listed in the chart below.
Expense
Resource (who pays for the expense)
Rent
Utilities
Telephone
Food
Transportation (car payment and insurance)
Medical (health insurance)
STEP SIX: Prior year financial aid support
Did you receive financial aid during the 2020
-21 year (Fall 2020, Spring 2021, or Summer 2021)? r Yes r No
If you answered ‘yes,’ list the institution(s) you attended during the 2020-21 academic year:
STEP SEVEN: Student Certification
I certify that the information provided on this form and all attached documents is true, complete, and accurate. I
understand that purposefully providing false information could result in a reduction and/or repayment of aid, and/or
denial of future appeals in this and future years.
Student Signature Date
RETURN
VIA EMAIL TO: sfa-help@mail.ufl.edu
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2021-22 Dependency Override Appeal (University of Florida)

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Completed 3 October 2021

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