Special Circumstances Regarding Your Aid

Your completed Appeal Packet should be submitted by email, USPS, or fax (fax is the preferred method) and include:

• A completed Special Circumstance Appeal Form
• Any supporting documents you believe are relevant to explain your situation
• Any supplemental or new tax documentation, if not already submitted to IDOC, such as:
  • Completed tax returns for all businesses (forms 1065, 1120-S, 1120, K-1s, and the itemized list for "other deductions")
  • A signed amended tax return form 1040x
  • IRS tax data through FAFSA Data Retrieval Tool or as a tax transcript (optional, unless otherwise required)

You may be asked to provide additional information after your initial completed Appeal Packet is submitted. The timeliness, completeness, and accuracy of your packet will impact the outcome of your appeal.

Submitting a special circumstance appeal does not automatically ensure your request will be approved. If your appeal is approved, you could receive an increase in institutional grants, institutional loans, or a combination of both.

Appeals submitted after a submission priority date will be considered at the following scheduled appeal meeting. There is no deadline to submit an appeal. Appeals submitted after the last scheduled appeal meeting will be addressed in an ad-hoc basis by the committee.

Although Emory understands that many factors can impact a student’s financial resources, because of the limited nature of resources and a commitment to provide fair consideration of the financial circumstances of all our students, we will not consider appeal requests based on the following events or conditions:

• Financial support of grandparents, siblings older than 23, and non-immediate family members
• Consumer debt, such as credit cards or educational loan debt
• Job loss of less than 3 months
• Investments held for others
• Requests to exclude retirement assets not invested in a traditional retirement account
• Student merit or achievements
• Aid or scholarships awarded by other institutions
• Unwillingness to contribute to educational expenses
• Inability to pay the calculated student contribution from current income

Please note: It is our expectation that students will use all resources available to them to finance their expected student contribution, including current salary, savings, investments, student loans, and the Emory Payment Plan, if necessary.