Need Based Financial Aid Appeal Form

Simmons University
Student Financial Services

Financial Aid Packages are based on prior year income. If your family has experienced significant and/or unforeseen changes in your financial circumstances that affect your family’s ability to contribute to college costs you may request an appeal of your need based financial aid.

Enrollment decisions should always be made based on the current award package, as an appeal does not guarantee additional funding.

Student Name Student Name * First Last
Simmons ID or DOB (MMDDYYYY) *
Maximum of 8 digits allowed. Currently Entered: 0 digits.
Student Email *
What is the reason for requesting an appeal? *

What is the reason for requesting an appeal? Significant Loss of Parent, Student, or Spouse's Work Income in 2020 (for more than 10 weeks) Loss or Reduction of Taxed/Untaxed Income and Benefits Family's Unusually High, Unisured Medical or Dental Expenses Change in Marital Status after filing the FAFSA Other Special Circumstances
Significant Loss of Parent, Student, or Spouse's Work Income in 2020

In detail, please explain the circumstances surrounding the loss of work income including who lost income, date of income loss, cause (disability, death, forced retirement, termination, layoff) and any relevant details.
Special Circumstances *
Required Documentation

Please submit each of the following documents via our Secure File Transfer System.
*

Signed copy of your 2020 IRS 1040 All 2020 W-2's
Significant Loss of Parent, Student, or Spouse's Work Income in 2020

In detail, please explain the circumstances surrounding the loss of work income including who lost income, date of income loss, cause (disability, death, forced retirement, termination, layoff) and any relevant details.
Special Circumstances *
Required Additional Information

Please provide the estimated TOTAL 2021 income from the below sources. INCLUDE INCOME BOTH EARNED TO DATE AND ESTIMATED TO YEAR END.
Parent 1 name *
2020 total estimated Parent 1 wages *
Parent 2 name *
2020 total estimated Parent 2 wages *
2020 total estimated student wages *
2020 total estimated student spouses wages *
2020 total estimated interest & dividend income *
2020 total estimated unemployment compensation *
2020 total estimated severance pay *
2020 total estimated IRA, pension or anuity distribution *
2020 total business income *
Any other taxable income *
2020 total estimated child support received *
2020 contributions to retirement accounts *
Any other untaxed income *
Required Documentation

Please submit each of the following documents via our Secure File Transfer System.
*

Signed copy of your 2020 IRS 1040 Final 2021 Pay Stub(s) and Documentation to support all resources entered above (if applicable) Documentation of unemployment compensation (if applicable)
Loss or Reduction of Taxed/Untaxed Income and Benefits

In detail, explain the circumstances relating to the loss or reduction of taxed or untaxed income and benefits from 2020 (such as child support, unemployment compensation, etc) Include who received the income/benefit and why they will not be recurring in the future (2020 and beyond).
Special Circumstances *
Required Additional Information

Please complete the Sources of 2020 Untaxed Income Below
Payments to tax-deferred pension and savings plans *
Deductible IRA and or SEP/SIMPLE *
Child Support Received *
Housing,food,and other living allowances paid to members of military, clergy, others. (do not include value of on-base housing or basic living allowance) *
Veteran's non-educational benefits, such as Death Pension or Dependency & Indemnity Compensation (DIC) *
Any other untaxed income/benefits *
Family's Unusually High, Uninsured Medical or Dental Expenses

In detail, explain the circumstances contributing to the excessive uninsured medical and/or dental expenses, and the amount that was incurred by your family.
Special Circumstances *
Required Documentation:

Please submit one of the following documents via our Secure File Transfer System.
*

Schedule A (From IRS form 1040) if filed with these expenses OR Uninsured medical or dental expense documentation that indicates the amount of the expense and shows that they were not covered by insurance.
Change in Marital Status

Please clarify who the student's custodial parent is, date of legal separation or divorce, date custodial parent re-married (if applicable), and any other relevant details.
Circumstances *
Required Documentation

Please submit each of the following documents via our Secure File Transfer System.
*

Proof of separate addresses for custodial and non-custodial parents W2's for custodial and non-custodial parents Divorce or separation agreement (if available) Alimony/child support agreement (if applicable)
Other Special Circumstances

Please explain, in detail, the special circumstances relating to expenses or income that are beyond your family's control. Indicate whether these are one-time expenses or will continue on an on-going basis.
Special Circumstances *
Required Documentation

Please submit appropriate documentation to support your special circumstances via our Secure File Transfer System.
By submitting this form, you agree to the following:
I certify that, *

I certify that, To the best of my knowledge, the information provided in this appeal is correct and complete. I understand that falsification of any of the informationin in my appeal could jeopardize my financial aid eligibility. I understand that completing this form does not guarantee that financial aid will be increased. I understand that if my financial aid is revised based on projected income, SFS may require verification of projected income and financial aid may be revised if projected income was inaccurate.
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Need Based Financial Aid Appeal Form

Need Based Financial Aid Appeal Form

Significant Loss of Parent, Student, or Spouse's Work Income in 2020

Required Documentation

Significant Loss of Parent, Student, or Spouse's Work Income in 2020

Required Additional Information

Required Documentation

Loss or Reduction of Taxed/Untaxed Income and Benefits

Required Additional Information

Family's Unusually High, Uninsured Medical or Dental Expenses

Required Documentation:

Change in Marital Status

Required Documentation

Other Special Circumstances

Required Documentation

By submitting this form, you agree to the following: