2013-2014 Special Circumstances
After reading the following information, if you have a special circumstance that can be considered, contact the Office of Scholarships and Financial Aid (OSFA) to speak to a financial aid advisor.  If you have a qualifying special circumstance, the advisor will send a Special Circumstance Appeal Form to you.  The Special Circumstance Form and all requested documents must be submitted before the OSFA can consider your appeal.  Requested Special Circumstance Appeal Forms will be mailed beginning April 1, 2013. Appeals cannot be submitted  and will not be reviewed earlier than May 1, 2013.

During the review process (after the OSFA receives your FAFSA results and your completed Special Circumstance Appeal Application along with all required documentation), we will evaluate your eligibility for aid and will inform you if additional information is needed about the special circumstance. Our ability to provide additional assistance will be determined by when you inform us of the change, how much impact the change has in your financial need, and whether funds are available at the time you provide the information.

The following are situations that we will consider for any student:

The following are situations that we will consider for dependent students (must report parental information on the FAFSA):

The following are situations that we will consider for self-supporting students (not required to report parental information on the FAFSA):



The following are situations that we will consider for any student:

 

 

The following are situations that we will consider for dependent students (must report parental information on the FAFSA):

  • Parent Loss of Income--A parent who earned income in 2012, has lost employment for at least twelve weeks in 2013, AND anticipates having at least a 20% drop in total earnings from calendar year 2012 to calendar year 2013. Parents who are self-employed may request a reevaluation of their expected parental contribution; however, they must wait until they have filed their 2013 federal income tax return. Explain the change(s) in income and the date(s) the change(s) occurred. During the review process, you may be asked for additional information.
  • Dislocated Worker--If a parent indicated "yes" to the dislocated worker question on the FAFSA, provide a termination letter from his/her employer and a letter explaining the circumstances that led to the job termination.
  • Dependent Student Loss of Income--A dependent student who earned income in 2012 and lost that employment and anticipates at least a 20% drop in total earnings from calendar year 2012 to calendar year 2013. Explain the change(s) in income and the date(s) the change(s) occurred. During the review process, you may be asked for additional information.
  • Loss of Untaxed Income or Benefits--A parent received income or benefits, i.e., worker's compensation, unemployment compensation, retirement benefits, and/or court-ordered child support, in 2012 but has completely and permanently lost that income or benefit. Indicate the type and amount of benefit(s) and the date the benefit(s) will cease.
  • Parent Divorce or Separation--A parent has separated or divorced after the student has filed the 2013-14 FAFSA and parent reported marital status as married on the FAFSA. Provide documentation of the date of the separation/divorce and include both parents' W-2 forms to document income of the custodial parent when submitting the 2012 parent tax return and provide residing address for both parents. During the review process you may be asked for additional information.
  • Death of a Parent--A parent whose income was used on the 2013-14 FAFSA has died. Provide a copy of the death certificate and include both parents' W-2 forms (if applicable) when submitting the 2012 parent tax return.
  • High Un-Reimbursed Medical, Dental, or Nursing Home Expenses--Include Schedule A of the 1040 showing medical deductions if Schedule A was filed. Provide documentation of nursing home expenses that were not covered by another source and were not included on Schedule A. If Schedule A is not filed, you may be contacted for additional information during the review process.
  • Childcare Expenses--A parent has unreimbursed childcare expenses in 2012 and those expenses will continue in 2013. Provide documentation indicating the amount of unreimbursed childcare expenses paid in 2012. Also provide the name of the child and the name and address of the childcare provider.
  • Elementary/secondary private tuition:  Provide a copy of paid invoice for 2012-13 expenses and anticipated 2013-14 expenses.  Do NOT include expenses for the CMU student.  Provide a letter certifying enrollment from the school.

 

The following are situations that we will consider for self-supporting students (not required to report parental information on the FAFSA):

  • Loss of Income--Student or spouse who earned income in 2012, has lost employment for at least twelve weeks in 2013, AND anticipates at least a 20% drop in total earnings from calendar year 2012 to calendar year 2013. Explain the change(s) in income and the date(s) the change(s) occurred. During the review process, you may be asked for additional information.
  • Dislocated Worker--If a student indicated "yes" to the dislocated worker question on the FAFSA, provide a termination letter from the employer and a letter explaining the circumstances that led to the job termination.
  • Loss of Untaxed Income or Benefits--A student or spouse received  untaxed income or benefits, i.e., worker's compensation, unemployment compensation, retirement benefits, and/or court-ordered child support, in 2012 but has completely and permanently lost that income or benefit. Indicate the type and amount of benefit(s) and the date the benefit(s) will cease.
  • Divorce or Separation--A student has separated or divorced after the student filed the FAFSA and the FAFSA was filed using married as marital status. Provide documentation of the date of separation/divorce and residing address of spouse.  Include W-2 forms for both the student and spouse when submitting the 2012 tax returns.
  • Death of a Spouse--The student's spouse whose income was used on the 2013-14 FAFSA has died. Provide a copy of the death certificate and include W-2 forms for both the student and spouse (if applicable) when submitting the 2012 tax return.
  • High Unreimbursed Medical, Dental, or Nursing Home Expenses--Include Schedule A of the 1040 showing medical deductions if Schedule A was filed. Provide documentation of nursing home expenses that were not covered by another source and were not included on Schedule A. If Schedule A is not filed, you may be contacted for additional information during the review process.
  • Childcare Expenses--A student will be paying for childcare during the 2013-14 academic year. Complete the Cost of Attendance Increase Special Circumstance Form

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Phone: 989-774-4000

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