Special Circumstance Form - 2016-2017
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42016-2017 Special Circumstance Form Instructions
There are special circumstance(s) which may warrant a financial aid administrator to review a financial aid
file and make appropriate adjustments to reflect the current situation. In such cases, there must be
adequate supporting documentation to make such an adjustment. If you feel you have a special
circumstance, please review the special circumstance instructions and form to ensure the appropriate
documents are submitted.
Please submit the items outlined below according to your dependency status per the Free Application for
Federal Student Aid (FAFSA). If forms are incomplete or you fail to submit all the required documentation at
the same time, the forms will be returned and processing will be delayed.
Dependent Student (per the FAFSA)
___ Complete and submit this entire form per the instructions with appropriate supporting documentation.
___ Complete and submit a 2016-17 Dependent Verification Worksheet per the instructions. The form can
be found on the Department of Financial Aid, Student Employment and Military Benefits website under
the forms tab.
___ Submit a 2015 IRS Tax Return Transcript for you and your parents, if required to file a federal tax
return.
Independent Student (per the FAFSA)
___ Complete and submit this entire form per the instructions with appropriate supporting documentation.
___ Complete and submit a 2016-17 Independent Verification Worksheet per the instructions. The form
can be found on the Department of Financial Aid, Student Employment and Military Benefits website
under the forms tab.
___ Submit a 2015 IRS Tax Return Transcript for yourself (and spouse if married), if required to file a
federal tax return.
Please Note:
• This form is meant to be a one-time form, not one that is completed every year, except in rare cases.
• This form should only be completed by undergraduate students, as any changes for graduate and
professional students would not result in any award changes.
• Please be aware that even though you may be able to document a special circumstance, it may not result
in any additional financial aid eligibility. There are situations where the opposite occurs as when the file is
review, it is noticed that the FAFSA was initially completely incorrectly. In such cases, the file will be
adjusted to reflect the correct information provided.
• Changes as the result of farm and/or business income will not be considered until after 2016 federal tax
returns are available to verify as these sources of income are often unpredictable.
• If you have questions about the process or are unsure whether you should complete the form, please
contact the Department of Financial Aid, Student Employment and Military Benefits via phone, in-person, or
email indicated above to discuss your situation with a staff member.
• The appropriate documents should be submitted as soon as possible as processing times do vary from 3 to
6 weeks depending upon the time of the year. The forms should be submitted no later than the dates
indicated below for each term:
Fall 2016 – November 28, 2016
Spring 2017 – April 24, 2017
Summer 2017 – June 2, 2017
There is no guarantee that forms submitted after the dates indicated above will be reviewed prior to the
end of the term; thus in many cases making you ineligible for additional assistance consideration
regardless of the reason.
• Once the review of the file has been completed, the student will be notified accordingly via his/her UWM
email account regarding the outcome of this request and any additional required steps.
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