2018-2019 Special Circumstance Appeal
LOI
Student ID
Legal Name
Due to peak processing periods, appeals will not be reviewed during the following time frames:
8/13/2018 9/14/2018 and 12/10/2018 01/11/2019
The last day for submission of a 2018-2019 Special Circumstance Appeal is March 16, 2019.
Federal regulations allow the review of changed financial circumstances from the “base year” (2016)
reported on the FAFSA, to the “projected year” (2018). This new evaluation is permitted when
families experience a substantial reduction in income. Our research shows that a reduction of less
than 20% in total family income (student and/or parent) rarely results in a change in aid eligibility.
The review process for Special Circumstance considers two factors in the review of each case:
1) Is the original FAFSA correct?
2) Is there a special circumstance in the household that would allow a recalculation of the EFC?
*Please complete all documents in BLUE or BLACK ink.*
I understand that my current FAFSA will be selected for Financial Aid verification.
I understand that the original Financial Aid offers will be on hold until all required and requested
documents are received and reviewed by the Office of Financial Aid.
If my financial situation or circumstances change from what I have indicated on this form, I agree to
notify the Office of Financial Aid of the change.
I understand that additional financial assistance is NOT guaranteed and that any additional financial
assistance is based upon the availability of funds.
Financial Aid verification of my FAFSA may result in corrections. In rare cases these corrections may
alter my current Financial Aid offers regardless of whether the Special Circumstance appeal is
approved.
Student Signature Date
Service EMU
.
268 Student Center
.
Fax: 734.487.4281
.
Email: financial_aid@emich.edu
.
Web: www.emich.edu/finaid
Service EMU Locations: 240 McKenny Hall & 268 Student Center
.
Fax: 734.487.4281
Email: financial_aid@emich.edu
.
Web: www.emich.edu/finaid
Student ID
Legal Name
Please use the checklist to ensure that all required documentation is being submitted. Failure to provide all required and
requested documentation will result in the appeal being denied.
Documentation required for all appeals:
Dependent Student Checklist
Independent Student Checklist
A 2018-2019 Dependent Verification Worksheet
(available online: www.emich.edu/finaid )
A 2018-2019 Independent Verification Worksheet
(available online: www.emich.edu/finaid )
A copy of your 2016 and 2017 Federal Tax
Transcripts and a copy of your parent(s) 2016
and 2017 Federal Tax Transcripts.
A copy of your (and your spouse’s) 2016
and 2017 Federal Tax Transcripts.
To obtain the 2016 and 2017 IRS Tax Return Transcript, go to www.IRS.gov and click on the Get Your Tax Record” link, or
call 1-800-908-9946. Make sure to request the “IRS Tax Return Transcript” and not the “IRS Tax Account Transcript.” Use
the Social Security Number and date of birth of the first person listed on the IRS income tax return, and the address on file
with the IRS (normally this will be the address used on the IRS income tax return).
A copy of your & your parent(s) 2016 & 2017
W-2 forms for all jobs held in 2016 & 2017
A copy of your (& your spouse’s) 2016 & 2017
W-2 forms for all jobs held in 2016 & 2017
A copy of your and your parent(s) last pay
stubs for all jobs held in 2018, showing
YTD earnings
A copy of your (and your spouse's) last pay stubs
for all jobs held in 2018, showing the YTD earnings
A letter detailing the date and circumstances of
your parent(s) change of income and how you
are currently meeting living expenses.
A letter detailing the date and circumstances of
your (and/or your spouse's) change of income and
how you are currently meeting living expenses.
Documentation that may also be required, please check and submit all that apply:
Change in household situation:
Divorce/ Separation
Effective date: ___/___/___
A copy of the divorce decree/separation papers or
evidence of separate living accommodations
(including any child support arrangements)
Death
Date of death: ___/___/___
Photocopy of the death certificate and information
on any life insurance policy payout as applicable
Income reduction:
Loss of employment
Effective date: ___/___/___
Copy of unemployment benefits or statement of
ineligibility
Documentation of severance (if applicable)
Loss of other income
or benefit
Effective date: ___/___/___
Statement of Loss (e.g. information on one time buy
out, loss of child support, etc.)
Copy of all paid receipts for medical/dental
expenses (not insurance statements, but
actual receipts). Provide itemized list of
expenses, including dates and amounts.