Family Financial Changes

Newly admitted students cannot formally appeal until after committing to UC Santa Cruz. Alternatively, you may contact our office for an updated estimate if you have the following information: adjusted gross income estimate for the current calendar year, updated wages for each parent for the current calendar year, any updates on untaxed income and current assets. An adviser will be able to provide an updated verbal estimate.

Continuing Students: If your family has a change in financial situation due to loss of income or other extenuating circumstances since you completed your financial aid application, you may request a Financial Contribution Appeal via your MyAid Verify by clicking on the “Request ” button and selecting the “Family Contribution Appeal” option. You will be required to provide a statement explaining the special circumstance(s) in addition to supporting documentation as applicable to your appeal. All appeals must be received two weeks prior to the last date of attendance in the academic year. Please allow 4-6 weeks for your appeal to be reviewed.

You can contact the Financial Aid and Scholarship Office for additional information or if you have questions.

For 2020-21 Appeals, click here.

Circumstances we will generally consider:

Circumstance we will generally NOT consider:

 

  • Recent loss or reduction of income including but not limited to loss of employment, reduction of pay, death of a parent or spouse, and reduction/loss of child support
  • Divorce or separation
  • One-time only income
  • High medical and/or dental expenses paid out of pocket by parent 
  • Impacted by a natural disaster
  • Private K-12 tuition paid after financial aid

 

  • Changes to assets or inability to liquidate assets.
  • Loss of overtime or bonus
  • Bankruptcy, foreclosures or collection costs associated with outstanding debts
  • Consumer debt (credit cards, car payments, loans, etc.)
  • Lottery or gambling winnings or losses
  • One-time income used for non-life essential items (e.g. family vacation)
  • Parents (step parents or biological parents) who do not wish to provide support
  • Marital separation where the parents are still living together

Find your circumstance below to determine the documents to submit for a review of your appeal:

Reduction or Loss of Employment or Benefits

    • Copy of a termination letter of employment or other benefits, including verification of any severance pay, or similar document which demonstrates loss of employment, such as unemployment benefits stub
    • Copy of year to date earnings (last paycheck stub or 2020 W2 wage forms), unemployment statements, disability benefit statement
    • Signed copy of the 2018 Federal Income Tax return, including all schedules/attachments (if not previously submitted to our office during the verification process)
    • Signed copy of the 2019 Federal Income Tax return, including all schedules/attachments
Change in Marital Status that occurred AFTER the aid application was completed
    • Proof of separation such as:
      • Separation agreement
      • Divorce decree,
      • Death certificate, or
      • Documents that show you are no longer living together, such as utility bills.
Reduction or Loss of Untaxed Income (child support, untaxed portions of IRS or pension distributions [rollovers], or other untaxed income
    • Copy of divorce/separation agreement, or
    • Verification of a rollover (1099-R), or 
    • Other documentation indicating the start and end date of benefits
One time income
    • Signed copy of the 2018 Federal Income Tax return, including all schedules/attachments (if not previously submitted to our office during the verification process)
    • Signed copy of the 2019 Federal Income Tax return, including all schedules/attachments
Out of pocket medical expenses, tax liens, or K-12 private school tuition
    • Statement from the insurance provider or estimated out of pocket expenses that will be incurred from July 1, 2020- June 30, 2021
    • Statement from the IRS and/or State Franchise tax board indicating current monthly payment amounts on back taxes
    • Current K-12 private school tuition statement detailing out cost and any financial aid received
Expenses related to a Natural Disaster
    • Copies of insurance policies, which may include home, rental property, car, and/or business that documents deductibles or unreimbursed expenses
    • FEMA application, detailed contractor quotes, invoices, and/or receipts