Fillable PLEASE READ THE FOLLOWING FAFSA FILING INSTRUCTIONS CAREFULLY! (Andrews University)

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PLEASE READ THE FOLLOWING FAFSA FILING INSTRUCTIONS CAREFULLY! (Andrews University)

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3/11/2019
LAST NAME _______________________________________ FIRST NAME ___________________________________
LAST 4 DIGITS OF SOCIAL SECURITY NUMBER ____________ ANDREWS UNIVERSITY ID NUMBER ________________
EMAIL ____________________________________________ TELEPHONE/MOBILE ____________________________
PLEASE READ THE FOLLOWING FAFSA FILING INSTRUCTIONS CAREFULLY!
If you feel changes need to be made to the tax data uploaded to your FAFSA, contact our office for further instructions.
You may be selected for a process called “verification”. If selected, additional documentation will be requested.
From the three options listed below, select the academic plan that most closely applies:
1. ☐ I will be taking classes on the Berrien Springs Campus.
2. ☐ I will be taking classes in the Adventist Colleges Abroad (ACA) program.
ACA location _______________________________________ (ex. Argentina, Spain, France)
3. ☐ I will be earning a distance degree. List below how many Self-Paced Full Term Online* credits you will take.
Fall 2019_________ Spring 2020___________ List summer credits on the Summer 2020 form; available online January 2020.
*Section 902 courses only. Section 901 courses are not eligible for Federal Financial Aid.
STUDENT’S SIGNATURE _________________________________________________ DATE _____________
2019-2020 UNDERGRADUATE FINANCIAL INFORMATION SHEET
For classes between August 2019 and July 2020
SECTION 1—ACADEMIC PLANS-Select ONE Option only.
Remember to complete the FAFSA online (available starting October 1, 2018) at www.fafsa.ed.gov and list the Andrews University
school code, 002238. Applicants will use prior-prior year (PPY) tax information when reporting personal and family income.
Your application requires IRS tax data. We recommend that you use the IRS Data Retrieval Tool (IRS DRT) on the FAFSA to link directly
to the IRS database. To address security concerns, the tax return information you transfer from the IRS will no longer be displayed on
www.fafsa.ed.gov or the IRS DRT web page. Instead, you will see “Transferred from the IRS” in the appropriate fields on
www.fafsa.ed.gov.
If you did not or could not use the IRS Data Retrieval in the FAFSA, you will have to obtain a Tax Return Transcript. The options
available to you are listed below in order from fastest to slowest.
1. Go to www.irs.gov/transcript and click on Get Transcript Online.
2. Go to www.irs.gov/transcript and click on Get Transcript by Mail. A transcript will be delivered to the address of record within
5 to 10 calendar days.
3. Call 1-800-908-9946 and a transcript will be delivered to the address of record within 5 to 10 calendar days.
FOR THE 2019-20 AWARD YEAR, YOU WILL USE 2017 TAXES.
Log in to finVue from andrews.edu/sfs to monitor & satisfy any additional
requirements until your award is complete.
IRS DATA RETRIEVAL TOOL OPTIONS
3/11/2019
P
RINT NAME
_____________________________________________________ ANDREWS UNIVERSITY ID ________________________
Professional Judgment Request:
If there are special circumstances to consider, you will need to submit a Professional Judgment Request Form. This form is at
www.andrews.edu/services/sfs/documents
.
SELECT ONE:
A. I am receiving an Educational Allowance/scholarship for my child who is NOT filing the FAFSA.
B. I am receiving an Educational Allowance/scholarship for my child who IS filing the FAFSA.
If you are an ordained minister and/or the educational allowance for your dependents is taxable, you must submit a copy of the
2017 Worker’s/W2 Reconciliation Detail Report or an official statement from Payroll/Treasury Department listing parsonage
exclusion and the taxable educational allowance amounts.
Please note: If receiving educational allowance from both parents’ employers, please list all required information on the form for
both parents, or email sfstracking@andrews.edu with details.
Employment type: ☐ Pastor ☐ Teacher ☐ Other ______________________________________________
Are you receiving Parsonage/Housing Allowance?
☐ Yes ☐ No
Parent name _____________________________________ Amount of allowance: ☐ 70% ☐ 60% ☐ 35% ☐ Other______
Employer name ___________________________________ If Andrews University employee*, list your AU ID # ___________
Parent name _____________________________________ Amount of allowance: ☐ 70% ☐ 60% ☐ 35% ☐ Other______
Employer name ___________________________________ If Andrews University employee*, list your AU ID # ___________
*AU employees must also complete the Tuition Assistance Form and submit it for approval to AU Human Resources.
PARENT’S SIGNATURE ____________________________________________ DATE _________________
Mail to: Andrews University Fax to: 269.471.3228
Office of Student Financial Services Phone: 269.471.3334
4150 Administration Drive Web: www.andrews.edu/sf
s
Berrien Springs, MI 49104-0750 Email: sfs@andrews.edu
Many questions regarding financial aid can be answered by visiting our SFS website at andrews.edu/sfs.
SECTION 2— SPECIAL CIRCUMSTANCES
SECTION 3— PARENT’S EMPLOYER INFORMATION
THIS SECTION IS FOR PARENTS WHO RECEIVE AN EDUCATIONAL ALLOWANCE/SCHOLARSHIP FOR THEIR DEPENDENTS AS A
BENEFIT FROM THEIR EMPLOYER(S). IF THIS SITUATION DOES NOT APPLY, PLEASE IGNORE THIS SECTION.
2019-2020 UNDERGRADUATE FINANCIAL INFORMATION SHEET
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PLEASE READ THE FOLLOWING FAFSA FILING INSTRUCTIONS CAREFULLY (Andrews University)

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Completed 16 August 2020

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