Special Circumstance Applications | Student Financial Aid | Kent State University

Special Circumstance Applications

2019-2020 Special Circumstance Applications

The 2019-2020 Special Circumstance Application will be available January 1, 2019.   If you have a special circumstance for the current year, please contact your regional campus or the One Stop for Student Services.

Parent or Student Divorce or Legal Separation

The purpose of completing a Special Circumstance Application for divorce or legal separation is to remove a parent or the student's spouse from the FAFSA.  This will result in removing the parent or spouse's income from the EFC calculation.  If the parent or spouse that left the household was not included on the FAFSA when it was originally processed, completing the Special Circumstance Application for this event would not be necessary.

Death of a Parent or Student Spouse

The purpose of completing a Special Circumstance Application for death is to remove a parent or the student's spouse from the FAFSA.  This will result in removing the parent or spouse's income from the EFC calculation.  If the parent or spouse that has passed away was not included on the FAFSA when it was originally processed, completing the Special Circumstance Application for this event is not necessary.  If the death of the sole parent to a dependent student has occured, please contact the One Stop for Student Services at 330-672-6000 to discuss further options.

Parent in College

The parent of a dependent student must be enrolled at least half time to qualify.

Medical or Dental Expenses

Families who paid for medical or dental expenses that exceeded 10% of their AGI are eligible for review of their income information.  The expenses could have occurred during either the 2016 or the 2017 tax year.  To qualify the expenses had to be paid during the 2016 or 2017 tax year and be reported on the Schedule A for the correlating year.  You can only select one tax year.

Lump Sum Income or Pension/401k Withdrawal

A large lump sum income or pension/401k withdrawal can artificially inflate the families' AGI.  The purpose of completing a Special Circumstance Application relating to lump sum income is to remove it from the EFC calculation.  In order to process this request there are two very important items to consider:

  • The lump sum income or pension/401k withdrawal must be included in 2016 AGI and reported on the 2018-2019 FAFSA

Examples:

  1. A lump sum was received in 2016.  It was reported on the 2016 Federal Income Tax Transcript and on the 2018-2019 FAFSA.  A lump sum was not received in 2017.  A Special Circumstance Application WOULD BE appropriate for the 2018-2019 FAFSA.
  2. A lump sum was not received in 2016, but was received in 2017 and was reported on the 2017 Federal Income Tax Transcript.  A Special Circumstance Application WOULD NOT BE appropriate for the 2018-2019 FAFSA.  However, one may be appropriate for the 2019-2020 FAFSA when the 2017 income information is used.
  • The lump sum income or pension/401k withdrawal must have only occurred ONE TIME to be considered for removal from the FAFSA.

Examples:

  1. A lump sum was received in 2016.  It was reported on the 2016 Federal Tax Transcript and on the 2018-2019 FAFSA.  A lump sum was not received in 2017.  A Special Circumstance Application WOULD BE appropriate for the 2018-2019 FAFSA.
  2. A lump sum was received in 2016 and in 2017.  Both the 2016 and 2017 Federal Tax Transcripts report a lump sum.  A Special Circumstance Application WOULD NOT BE appropriate for the 2018-2019 FAFSA because the additional income was not a one-time event.

Loss of Benefits including Child Support, Unemployment, Alimony, Social Security/Disability and Workers' Compensation

The purpose of this application is to remove any benefits that were reported on the FAFSA as received in 2016 but were not received in 2017 or 2018.  The benefits reported on the FAFSA will be removed based on the time when the loss occurred.  This may result in full or partial removal.

Loss of Working Income

The purpose of the Loss of Working Income application is to adjust the FAFSA to reflect the loss of income.  This could be because the loss or termination from a job, the reduction in working hours, or a reduction in salary or hourly wage.  Losses that occurred in 2017 can be processed starting January 2nd.  Losses that have occurred in the 2018 year and require income projection cannot be processed until June 1st.  The loss in income must have been sustained for 10 weeks before a Special Circumstance Application can be processed.

Note: If the loss of income was a result of a divorce or death of a parent or spouse, you must complete either the divorce/legal separation or death application.  If the income loss was a result of the loss of unemployment or other benefits, please complete the loss of benefits application.  This will ensure that the proper documentation is provided.