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2022/2023 Adult Upgrading Grant (Vancouver Island University)

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Page 1 of 9
Adult Upgrading Grant
Application
2022/2023
ADULT UPGRADING GRANT
The Adult Upgrading Grant (AUG) provides needs-based support to students enrolled in Adult
Education Programs. This grant helps cover costs associated with applicable fees, books, technology,
unsubsidized childcare and transportation for students most in need of financial assistance.
This grant also supports the cost of tuition for Adult Special Education programs.
WHO IS ELIGIBLE?
Applicants must:
• Be a Canadian Citizen, permanent resident/landed immigrant, or Protected Person/
Convention refugee.
If you are not a Canadian Citizen, you must provide a copy of a Canadian immigration document
(IMM 1000, IMM 5292, IMM 5509, permanent resident card, or other Canada issued
documentation).
• Be a B.C. resident.
• Be enrolled in one or more of the following approved courses: Adult Basic Education, Adult
Special Education, or English as a Second Language.
• Demonstrate financial need.
Your application will not be complete if you do not provide proof of income.
You and your spouse (if applicable) must provide a copy of your previous year's tax return or other
proof of income. If you are under the age of 22 and reside with your parent(s), your parent(s) must
provide proof of income.
Income is defined by the amount of total yearly income (line 15000 of income tax return) and income
derived from assets such as investments, rental property, and businesses owned inside and outside
of Canada and monetary gifts.
Examples of proof of income may include:
• Notice of Assessment from Canada Revenue Agency
• Proof of income statement (option 'C' print) from CRA
• T4 Statement of Remuneration Paid
• T1 General (LINE 15000)
• T5007 Statement of Benefits
• ROE Record of Employment
• PAY STUB
• T5 Statement of Investment Income
• Letter from employer(s) verifying income amount
HOW DO I APPLY?
To apply for the Adult Upgrading Grant, you must complete this application. Once complete, you must attach all the
required information outlined above with the completed application and submit it to the Financial Aid Office at your post-
secondary institution. If your application is rejected, you can contact your Financial Aid Office to discuss an
appeal.
When completing the application, please refer to page 2 (Application Instructions) for additional information.
Please note: Section 7 of the application form is for Finance Aid Office use only. This section will be used to
determine your grant amount.
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Page 2 of 9
Adult Upgrading Grant
2022/2023
Application Instructions
INSTRUCTIONS FOR COMPLETING THIS APPLICATION
Question Instruction
1-12 Please provide your most up-to-date information.
13
Identify your Marital Status; choose one of the choices provided that best describes your status. You
are common-law if you have cohabited with a person in a marriage-like relationship for a period of at
least one year (12 months) as of the study period start date.
14
Indicate whether you are a Canadian Citizen, landed immigrant/permanent resident, or Protected
Person/Convention refugee. You must attach a copy of the appropriate legal documentation (IMM
1000, permanent resident card, or other legal documentation) that confirms your status or that your
application for permanent resident has been successful.
15-16
Indicate whether you identify yourself as an Indigenous person and Indigenous identity group
(optional).
17
Identify that you meet the B.C. residency requirement. You are a B.C. resident if:
• You have lived in B.C. all your life; or
• B.C. is the province where you last lived for 12 continuous months, as of your study start date,
not including months of full-time post-secondary study; or
• You arrived in B.C. as a permanent resident/landed immigrant, or Protected Person/Convention
refugee.
18
Identify that you have a Persons With Disabilities (PWD) designation as determined by the Ministry of
Social Development and Poverty Reduction.
A confirmation from the Ministry of Social Development and Poverty Reduction indicating that you
have a PWD designation may be required along with this application.
It is the responsibility of the student to ensure that receiving the Adult Upgrading Grant does
not impact Income Assistance and Employment Insurance eligibility.
22
If ANY of the following criteria applies to you, check the "yes" box: "Yes" means you are an
independent applicant.
• You are 22 years of age or older; or
• You are a common-law, married, divorced or widowed as indicated in question 13; or
• You have 1 or more dependent(s); or
• You have a PWD designation as indicated in question 18; or
• You do not currently live in your parent’s or legal guardian's home.
Legal guardian means the person who is charged with the legal right and duty of care for a person,
including children, due to the person’s inability (due to age, mental or physical inability) to care for him/
herself.
Dependent(s) are people, including children, for whom you claim the Canada Child Tax Benefit, or for
whom a benefit is claimed on your income tax return.
If you answered “No,” it means you are a dependent applicant. Please have your parent(s) or legal
guardian(s) answer questions 22-24 where applicable.
Page 3 of 9
Adult Upgrading Grant
2022/2023
Application Instructions
INSTRUCTIONS FOR COMPLETING THIS APPLICATION
23
If you answered ‘yes’ for question 20, please include:
• Yourself
• Your spouse/common-law partner
• Your dependent(s).
If you answered ‘no’ for question 20, please have your parent(s) or legal guardian(s) complete this
section to include:
• Your parent(s)/legal guardian(s)
• The applicant (yourself)
• Your parents’/legal guardians’ dependent(s), if any.
Please see instructions for #20 for a definition of legal guardian and dependent.
24-25
Enter line 15000 from your 2021 income tax return. IF YOU DID NOT FILE INCOME TAX in 2021, go
to question 23 and indicate your total income as shown in your proof of income. If you answered "No"
for question 20, have your parent(s) answer questions 24-26 where applicable. If your income is above
the income threshold listed in Section 2 and you received the AUG between April 1, 2021 and March
31, 2022, please see the Financial Aid Office to confirm your eligibility.
26
Other sources of income include income derived from assets such as investments, rental property and
businesses owned inside and outside of Canada, and monetary gifts.
27
The total unsubsidized day-care cost is the amount of licensed childcare cost not covered by child care
subsidy from other agencies or governments.
28
Enter the amount of travel cost needed in order to attend the registered course or program during the
study period.
29
Indicate the school and campus where you will be attending this period of study. Indicate the type of
course(s), the course dates and the number of course weeks. Course Type is categorized as follows:
Adult Basic Education, English as a Second Language, Adult Special Education.
Page 4 of 9
Adult Upgrading Grant
Application
2022/2023
SECTION 1: STUDENT INFORMATION
(01) Legal LAST NAME
(02) Legal FIRST NAME and MIDDLE Initial(s)
(03) MAILING ADDRESS – IMPORTANT: All mail will be sent to this address
Apt/box/suite number
(04) Use this line for any part of your address not indicated above
(05) CITY/TOWN
(06) PROVINCE
(07) POSTAL CODE
(08) AREA CODE
( )
TELEPHONE NUMBER
-
(9) E-MAIL ADDRESS - Notifications MAY be sent to this address
(10) SOCIAL INSURANCE NUMBER
(11) DATE OF BIRTH (YYYY/MM/DD)
YEAR MONTH DAY
(12) STUDENT NUMBER
(13) Marital Status on the first day of classes
Single
Married
Common Law
Divorced/Separated/Widowed
(14) Citizenship Status:
Canadian Citizen
Landed immigrant/permanent resident
Protected Person/Convention refugee
(15) Do you identify yourself as an Indigenous person, that is, First Nations, Métis or Inuit? (Optional) YES NO
(16) If you identify yourself as an Indigenous person, are you: (Optional)
First Nations Métis Inuit
(17) Residency: Have you lived in B.C. for 12 continuous months, not including full-time post-secondary study? YES NO
(18) Do you have a Persons with Disabilities (PWD) designation?
YES NO
(19) Do you receive the Transportation Supplement from the Ministry of Social Development and Poverty
Reduction? The Transportation Supplement covers the cost of the bus pass issued through the BC Bus
Pass Program, or it assists with general transportation costs.
YES NO
(20) Will you be receiving a full-time BC-Canada integrated student loan for this study period?
YES NO
(21) Are you enrolled in a post-secondary level degree, diploma or certificate program?
YES NO
(22) Select "YES" if ANY of the following criteria applies to you:
• You are 22 years of age or older;
• You are married, common-law, or divorced/separated/widowed, as indicated in question 13;
• You have 1 or more dependent(s);
• You have a PWD designation as indicated in question 18;
• You do not currently live in your parent’s home.
YES
NO
(23) If you answered "YES" for question 20, list your dependents (if applicable); if you answered "NO" have your parent(s) or legal
guardian(s) list you and their other dependent(s), if any (if applicable).
Name Date of Birth
Was this dependant claimed on your
2021 tax return?
YES NO
YES NO
YES NO
YES NO
YES NO
Page 5 of 9
Adult Upgrading Grant
Application
2022/2023
SECTION 2: INCOME (INSIDE AND OUTSIDE OF CANADA)
To be considered for the Adult Upgrading Grant, you must demonstrate financial need. Eligibility is determined based on
gross income and family size.
Your application will not be complete if proof of income is not provided.
It is the responsibility of the student to ensure that receiving the Adult Upgrading Grant does not
impact Income Assistance and Employment Insurance eligibility.
(27) Enter the total unsubsidized day-care costs you need during class hours for the study period.
SECTION 3: EXCEPTIONAL EXPENSES (Complete only if applicable)
$
.00
$
.00
(28) Enter the total amount of travel costs needed to get to your class during the study period.
You may be required to provide documentation to support these estimated amounts.
Family Size Income Level
1 $30,600
2 $47,275
3 $53,001
4 $61,200
5 $68,424
6 $74,955
7 or more $80,960
APPLICANT
PARENT(S) / LEGAL
GUARDIAN(S)
SPOUSE /
COMMON-LAW
PARTNER
(24) Reported income from line 15000 of 2021 income Tax Return.
Note: If you did not file a tax return in 2021, leave blank and
proceed to question 25.
$
.00
Parent 1
$
Parent 2
$
.00
.00
$
.00
Note: question 25 should be left blank if you answered question 24.
If you answer Question 25, you must provide a copy of proof of
income (see page 1 for examples of the type of documents you can
provide).
(25) What was your gross income in 2021?
(Include wages/earnings, Income Assistance, Employment
Insurance benefits, Employment Program for Persons with
Disabilities income (EPPD), and any other source of taxable
income.)
$
.00
$
$
Parent 2
Parent 1
.00
.00
$
.00
(26) Other sources of income (investments, rental property,
businesses inside and outside of Canada, and monetary gifts).
Note: All additional sources of income must be declared. Eligibility
is determined based on the total indicated on question 24 or 25
plus 26.
$
.00
$
$
Parent 1
Parent 2
.00
.00
$
.00
If the amount on line 15000 of your 2021 income tax return is above the income threshold and you received the AUG between April
1, 2021 and March 31, 2022, please see the Financial Aid Office to confirm your
eligibility.
• DEPENDENT applicant must have parent(s) or legal guardian(s) complete the necessary income field.
• INDEPENDENT applicant must have spouse or common-law partner complete the necessary income field (if applicable).
Page 6 of 9
Adult Upgrading Grant
Application
2022/2023
SECTION 4: APPLICANT DECLARATION
This is the declaration and Canada Revenue Agency consent form. Read the declaration carefully. If you do not understand it, ask for
assistance at your Financial Aid Office.
I am applying for financial assistance under the terms and conditions of the Ministry of Advanced Education and Skills Training.
I understand that by ticking the box below, it means:
1. It is my responsibility to make sure the information on this application, and/or all the documents forming part of it is accurate;
2. The post-secondary institution will determine the amount of money I may be eligible to receive;
3. It is against the law to make false or misleading statements on this application or all documents forming part of it;
4. If I do not provide complete, accurate information or if I obtain or attempt to access financial assistance by fraudulent means, I will
be denied the Adult Upgrading Grant;
5. All information is subject to audit and verification;
6. If I receive money and then it is discovered that my application, or documents forming a part of it, is not accurate, I may be
required to repay all or part of the money. I will be required to do this if the mistake was made by me, my spouse/common-law
partner, parent(s), legal guardian;
7. If I receive the Adult Upgrading Grant, a portion or all of the money may be sent directly to my school to pay educational fees.
8. I have read the instructions provided with this application;
9. I have accurately answered all questions on the application and all documents forming a part of it;
10. I certify that all information is complete and accurate and I have not altered or added to any of the application;
11. I need student financial assistance to continue my education; and
12. For the purposes of research and verifying information about this application and related documents, I agree to the collection, use
and disclosure of my personal information between the Ministry of Advanced Education and Skills Training, educational
institutions, Financial Aid Offices, First Nations governments/bands, and federal, provincial, municipal ministries/departments/
agencies. This consent takes effect when I sign this Declaration.
Collection and use of information. The information included in this form and authorized above is collected and managed in accordance
with Section 26 of the Freedom of Information and Protection of Privacy Act and under the authority of the Canada Student Financial
Assistance Act, R.S.C. 1994, Chapter C-28 and the Ministry. The information provided will be used to determine eligibility for a benefit
through the Ministry. If you have any questions about the collection and use of this information, contact Ministry of Advanced Education
and Skills Training, PO Box 9173, Stn Prov Govt, Victoria, BC V8W 9H7, call 1-800-561-1818 (toll-free in Canada/U.S.) or 250 387-6100
(outside North America).
(IMPORTANT DOCUMENT – READ, SIGN AND DATE)
CANADA REVENUE AGENCY CONSENT
For the purpose of verifying the data provided in this application for student assistance, I hereby agree to the release, by the Canada
Revenue Agency, to the Ministry of Advanced Education and Skills Training (or a person delegated by the ministry), of taxpayer
information from any portion of my income tax records that pertains to information given by me on any Ministry application. The
information will be relevant to, and used solely for the purposes of determining and verifying my eligibility for the Adult Upgrading Grant.
This authorization is valid for the two taxation years prior to the year of signature of this consent, the year of signature of this consent and
for any other subsequent consecutive taxation year for which assistance is requested.
(IMPORTANT DOCUMENT – READ, SIGN AND DATE)
DATE SIGNED
YYYY MM D D
/
/
APPLICANT NAME
I agree.
APPLICANT NAME
DATE SIGNED
YYYY MM D D
/
/
I understand.
Page 7 of 9
Adult Upgrading Grant
Application
2022/2023
SECTION 5: PARENT(S) OR LEGAL GUARDIAN(S) AND SPOUSE OR COMMON-LAW PARTNER
DECLARATION
I understand that by ticking the box below, it means:
1. The student will have access to information provided in this application form;
2. Post-secondary institution will have access to information provided in this application form;
3. It is against the law to make false or misleading statements on this application or all documents related to it;
4. It is my responsibility to make sure the information on this application is accurate;
5. All information is subject to audit and verification;
6. I certify that the information I have given is correct and complete and that I have not altered or added to any of the Adult
Upgrading Grant application and/or questions;
7. I have authorized the student to immediately notify the Financial Aid Office of the post-secondary institution of any increase in
my income; and
8. I consent to the exchange of information between the post-secondary institution and the Province of British Columbia about
my financial status. This consent will take effect when I indicate my agreement below.
For the purposes of verifying information about this application, I consent to the collection, use and disclosure of my personal
information between the Ministry of Advanced Education and Skills Training, educational institutions, Financial Aid Offices, First
Nations governments/bands, and federal, provincial, municipal ministries/departments/agencies. This consent takes effect when I sign
this Declaration.
Collection and use of information. The information included in this form and authorized above is collected and managed in
accordance with Section 26 of the Freedom of Information and Protection of Privacy Act and under the authority of the Ministry. The
information provided will be used to determine eligibility for a benefit through the Ministry. If you have any questions about the
collection and use of this information, contact Ministry of Advanced Education and Skills Training, PO Box 9173, Stn Prov Govt,
Victoria, BC V8W 9H7, call 1-800-561-1818 (toll-free in Canada/U.S.) or 250 387-6100 (outside North America).
(IMPORTANT DOCUMENT – READ, SIGN AND DATE)
APPLICANT PARENT/LEGAL GUARDIAN 1 NAME (IF APPLICABLE)
DATE SIGNED
YYYY MM D D
/
/
I understand.
APPLICANT PARENT/LEGAL GUARDIAN 2 NAME (IF APPLICABLE)
DATE SIGNED
YYYY MM D D
/
/
I understand.
APPLICANT SPOUSE OR COMMON-LAW PARTNER NAME (IF APPLICABLE)
DATE SIGNED
YY Y MM
D
D
/
/
Y
I understand.
Page 8 of 9
Adult Upgrading Grant
Application
2022/2023
SECTION 5: (continued)
APPLICANT PARENT/LEGAL GUARDIAN 1 NAME (IF APPLICABLE)
DATE SIGNED
YYYY MM D D
/
/
I agree.
APPLICANT PARENT/LEGAL GUARDIAN 2 NAME (IF APPLICABLE)
DATE SIGNED
YYYY MM D D
/
/
I agree.
APPLICANT SPOUSE OR COMMON-LAW PARTNER NAME (IF APPLICABLE)
DATE SIGNED
YY Y MM
D
D
/
/
Y
I agree.
I agree to the release, by the Canada Revenue Agency, to the Ministry of Advanced Education and Skills Training (or a person
delegated by the ministry), of taxpayer information from any portion of my income tax records that pertains to information given by me
on any Ministry application. The information will be relevant to, and used solely for the purposes of determining and verifying the
student's eligibility for the Adult Upgrading Grant. This authorization is valid for the two taxation years prior to the year of signature of
this consent, the year of signature of this consent and for any other subsequent consecutive taxation year for which assistance is
requested.
(IMPORTANT DOCUMENT – READ, SIGN AND DATE)
Page 9 of 9
Adult Upgrading Grant
Application
2022/2023
SECTION 6: COURSE DETAILS
(29) Indicate the school and campus where you will be attending this period of study. Indicate the type of course(s), the course
dates and the number of course weeks.
Campus
Course Type
Course
Code/Number
Course Name
Previously received
funding for this
course
Course
Start Date
Course
End Date
Number
of
Weeks
Yes No
Yes No
Yes No
Yes No
Yes No
Yes No
Name of Institution
SECTION 7: FOR FINANCIAL AID OFFICE USE ONLY
Adult Upgrading Grant Recommendation
Tuition Fees Books Supplies Technology
Transportation
Unsubsidized
Daycare
Total Award
$ $ $ $$$ $ $
Important: All funded activity must be reported through the electronic reporting system
APPROVED
DENIED
FINANCIAL AID OFFICER SIGNATURE PRINT NAME DATE SIGNED
MUST BE SIGNED
YYYY MM
D
D
/
/
PRINT HERE
Financial Aid Officer Comments
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20222023 Adult Upgrading Grant (Vancouver Island University)

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Completed 2 July 2022

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