Appeals for financial aid

This page outlines special and unusual circumstances that may qualify you to appeal for additional financial aid. Please note submission of an appeal does not guarantee additional financial aid will be offered.

Special circumstances

Some examples include:

  • Change in employment status, income, or assets
  • Change in housing status, like homelessness
  • Medical, dental, or nursing home expenses not covered by insurance
  • Child or dependent care expenses
  • Death of a custodial parent

A financial aid administrator may adjust data elements in the Cost of Attendance or in the data used to complete the FAFSA and/or CSS Profile.  Adjustments made to the Cost of Attendance may result in increased loan borrowing potential, but will not result in an increase to need-based financial aid.  This may include adding allowances for dependent or elder care expenses, unexpected medical and/or dental expenses not covered by insurance, and/or adjustments for off-campus housing.  Adjustments made to the FAFSA and/or CSS Profile have the potential to result in additional need-based financial aid; however, this is not guaranteed.  Situations that may result in changes being made to the FAFSA and/or CSS Profile are a change in employment or income, divorce or separation of parents, and/or the death of a custodial parent.

  • Parents refusing to contribute to your education
  • Parents unwilling to provide FAFSA or verification information
  • Credit card debt
  • Vacation expenses
  • Car or mortgage payments

Unusual circumstances

Some examples include:

  • Legally granted refugee or asylum status
  • Parental abandonment or estrangement
  • Student or parental incarceration
  • Human trafficking, as described in the Trafficking Victims Protection Act of 2000 (22 U.S.C. 7101 et seq.)

A financial aid administrator might adjust your dependency status based on the situation.

  • Parents refusing to contribute to your education
  • Parents unwilling to provide FAFSA or verification information
  • Parents not claiming you as a dependent for income tax purposes
  • Demonstrating total self-sufficiency

General

  1. Prep: Consider if your situation qualifies for review — examples of special circumstances and unusual circumstance are listed above.
  2. Contact us: Reach out to the SMU Mane Desk at manedesk@smu.edu or 214-768-5555 and summarize your situation.
  3. Gather documentation: If you have a situation we are able to consider, you will be sent a Review of Special Circumstances Request Form or a Provisional Independent Status Review Form, depending on the situation. You will need to complete the form, write a personal statement explaining your situation in detail and gather documents that support your appeal. Combine these into one packet and submit it to Financial Aid Services:

We recognize that you and your family may experience unexpected financial situations that impact your ability to cover educational costs. On a case-by-case basis, Financial Aid Services can review special or unusual circumstances through an appeals process that's authorized by the U.S. Department of Education.

  • Financial documents
  • A written statement on official letterhead from a third party acting in their official capacity (like an attorney, clergy, police, or doctor) that confirms the circumstances and the person’s relationship to you
  • A written statement from a homeless shelter director or homeless liaison agency
  • Court documents
  • Child Protective Services/police reports

No. These situations are reviewed on a case-by-case basis, and we cannot guarantee that any adjustments we may be able to make will result in additional financial aid eligibility.