高等教育法建立了联邦方法(FM)公式，用于确定联邦学生经济援助计划的资格. 然而, 联邦法规规定，财政援助管理人员有权使用他们的自由裁量权或专业判断来调整, 根据具体情况，并提供充分的文件, the data elements used on the Free Application for Federal Student 援助 (FAFSA), 影响估计家庭贡献(EFC)或学生援助指数(SAI)，以更好地了解学生及其家庭支付大学费用的能力.
出勤费用(COA)
学校的COA(也称为学生预算)用于确定每个学生获得经济援助的资格, 例如补助金, 奖学金, 和贷款. It is a school’s estimated total expenses for one year, that includes both direct and indirect costs.
联邦学生援助计划是基于这样一个概念:支付你的教育费用主要是你和你的家庭的责任. 一个独立的学生被认为有父母的支持, 因此，家长的信息必须与学生一起评估，以全面了解家庭的经济实力. 如果你是一个独立的学生, it doesn’t mean your parents are required to pay anything toward your education; this information is simply used to determine the student’s maximum eligibility for federal student aid.
It is important to understand what makes a student dependent or independent for federal aid purposes. 根据教育部的说法, an independent student must meet at least one of the following criteria:
24岁或以上.
结婚了.
攻读硕士或博士学位.
退伍军人武装部队的退伍军人或现役军人.
孤儿:法庭的孤儿或监护人.
赡养配偶以外的至少一名合法受抚养人.
被解放的未成年人, 法庭监护, in foster care or under legal guardianship of someone other than a parent prior to age 18.
无家可归的无家可归的或有无家可归危险的.
Dependency status exceptions may be considered with a professional judgment appeal.
This type of appeal is most often utilized by undergraduate students when financial circumstances change, and those changes impact a student or their family’s ability to contribute to their education.
Death of custodial parent (if the deceased parent’s income was included on the FAFSA).
Death of Spouse for Independent student (if spouse’s income was included on the FAFSA).
Loss of child support (changes can only be made if child support was included on the FAFSA).
不寻常的医疗费用(FAFSA已经允许一定比例的与医疗费用相关的收入保护津贴).
灾难性的损失，如自然灾害.
扣减一次性付款(e.g.(退休、薪酬、遣散费).
有额外的家庭成员被大学录取.
Severe disability of student, parent, student’s spouse, or student’s dependent.
在所得税申报表上申报的非正常损失.
所需示例文档:(不包括全部)
终止或解雇通知副本.
去年paystub (s).
w - 2表.
休假及收入表.
失业救济金通知.
出生或死亡证明.
离婚法令.
学生和财务援助顾问之间的书面面试.
Supplementary information about financial status or personal circumstances.
不符合EFC/SAI特殊情况审查理由的例子:(不包括全部)
父母拒绝为学生的教育出资.
父母 are unwilling to provide information on the FAFSA or for verification.
父母 do not claim the student as a dependent for income tax purposes.
这个学生表现出完全的自给自足.
每年收入的波动.
信用卡或其他个人债务.
标准生活费用.
度假的费用.
所有其他可自由支配开支
If the Estimated Family Contribution (EFC) calculated from the FAFSA is zero
When additional education-related expenses beyond a student’s standard COA are incurred, they may request a COA adjustment by completing a 出勤费用 Adjustment Request. COA adjustments are evaluated on a case-by-case basis and are subject to federal and University policies.
学生健康保险超过你的标准COA, if required by a student’s program/college and billed through your student account.
旅行费用超过学生的标准COA.
所需示例文档:(不包括全部)
住房成本增加
现时租约或按揭的副本，显示所有在该地点居住的人员及每月租金金额.
Proof of Utilities: Utility statements should be submitted for the previous 3 months. 然后将学生的份额取平均值以计算费用.
食品:目前不包括在COA上诉表格中. 然而, the student may submit documentation within the Medical Category (ex. a note from a dietitian with estimated monthly costs) if the 食物 expenses are due to a medical condition.
书 & 用品——可接受的文件包括教科书和用品(艺术系学生购买软件或书写工具)的分项收据, 等.).
额外成本或测试需求的确认.
确认教科书价格高于标准COA.
交通/旅行-必须提供往返学校路线的文件(如谷歌地图). Appeals for mileage will be approved in cases where the mileage expenditure (based on the $0.每英里445美元, 每周的天数, and the number of weeks in the semester that the commute is made) exceeds the standard COA budget.
飞往家乡的机票费用.
Other 运输 expenses – 运输 passes, parking passes, 等.
For 出国留学 Travel expenses, proof of purchase of an airline ticket
照顾孩子
当前报表显示当前每月的利率. The student can only include costs that accrue during the time of class.
计算机/电子采购
购货收据.
执照/认证津贴-为参加需要专业执照或认证的课程的学生提供的一次性直接费用. For example, 费用 charged to take licensing exam or costs to apply for license 认证. 费用必须在注册期间(而不是在注册之后)支付. 附上收据.
Other – Include a description of your circumstance and enclose supporting documentation.
Examples of What DOES NOT Qualify as a Reason for a COA 特殊的 Circumstance Review: (Not all inclusive)
消费者帐单(i).e.(信用卡债务、手机付款、汽车付款、保险).
校外学生的伙食费和校内伙食费.
课外活动费用(1).e.(会议、体育、实习).
搬迁费用.
其他家庭成员的费用.
宠物或爱好费用.
Documentation for a dependency appeal is critical and must support the reason for such an appeal. 在几乎所有情况下，文件都应该来自了解学生特殊情况的第三方.
财政援助管理员有权根据具体情况将学生的身份从依赖变为独立, involving unusual cases that result in the dissolution of the family unit.
美国.S. 教育部 has provided guidance regarding situations that 做还是不做 值得依赖覆盖.
依赖性申诉的例子包括:
被父母遗弃.
An abusive family environment that threatens a student’s health/safety.
找不到父母.
学生或家长监禁.
父母 who lack the physical or mental capacity to raise the child.
父母长时间住院.
不合适的家庭.g.(孩子被从家庭中带走并被寄养).
已婚学生的配偶去世，或者学生离婚.
人口贩卖.
被合法授予难民或庇护身份的.
Examples that Do Not Merit a Dependency Appeal Include: (Not all inclusive):
父母拒绝为学生的教育出资.
父母 are unwilling to complete the FAFSA and/or provide required documentation for FAFSA验证.
家长不要求学生纳税.
学生们和父母分开住.
学生工作，经济上自给自足.
Example Documentation Demonstrating Separation from 父母: (not all inclusive):
高中辅导员或社工出具的证明学生独立于父母的证明信.
Written explanation of how a student meets the basic necessities of life (住房, 食物, 服装, 和运输.
Police reports or court documents, such as a restraining order against one or both parents.
学生或家长监禁证明.
Documented phone call or written statement confirming independent status with certain authorities.
注意:如果授予依赖覆盖上诉, HSU将假定学生在下一个奖励年度将保持独立，除非学生通知学校他们的情况发生了变化, or the institution has conflicting information about the student’s independence.
请注意, requesting an appeal does not guarantee it will be granted or guarantee additional funding.
要申请专业判决上诉，请按照以下步骤进行.
You must have a completed FAFSA submitted to HSU before an appeal can be considered.
请提出上诉 请填写这张表格 explaining the qualifying reason you are requesting an appeal to be considered for review.
If granted a Family Contribution Appeal, you will be required to complete FAFSA验证 第一个. You will receive an email from the Financial 援助 Office with instructions.