Special Circumstances Appeal Instructions

How to submit an Appeal

The Expected Family Contribution (EFC) formula is the same for all applicants; however, we do understand that a family may have difficulty managing their expected family contribution due to changes in financial circumstances. If you believe you have a special situation that was not reflected in your aid materials, please follow the guidelines below to appeal your need-based aid package. Forward your complete appeal packet to your advisor’s attention via email, USPS or fax (Fax is the preferred method of submission).

A complete Appeal Packet should include:

  • A completed Special Circumstance Appeal form
    • Step 1 - Student Information
    • Step 2 - Written Explanation of Special Circumstances
    • Step 3 - Special Circumstances for Consideration
    • Step 4 - Attach Supporting Documentation
    • Step 5 - Sign the Certification Statement
  • Any documents you deem relevant to explain your situation
  • Submit any supplemental or new tax documentation, if not already submitted to IDOC
    • Complete tax returns for all businesses - include forms 1065, 1120-S, 1120, K-1’s, 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)

Important Notes

  • The timeliness, completeness, and accuracy of your packet will impact the outcome of your appeal
  • Additional information may be requested of you after providing the appeal and supporting documentation
  • Submission of a special circumstance appeal does not automatically ensure that your request will be approved
  • If approved, it could result in an increase in institutional grants, institutional loans, or a combination of both.

*Please note: It is our expectation that families will use all resources available to them to finance the expected family contribution (EFC) including current salary, savings, investments, student loans, parent loans, and the Emory Payment Plan if necessary.

When to submit an Appeal

2021-2022 Final Appeal Date

Submission Deadline

Response Date

2021-2022 Final Appeal Date

January 14, 2022

January 28, 2022

2022-2023 Appeal Dates

Submission Deadline

Response Date

Admitted Early Decision I

January 7, 2022

January 14, 2022

Admitted Early Decision II

February 18, 2022

February 25, 2022

Admitted Regular Decision

April 1, 2022

April  8, 2022

Admitted Regular Decision

April 15, 2022

April 22, 2022

Admitted Regular Decision

April 22, 2022

April 29, 2022

Admitted Transfers

May 13, 2022

May 20, 2022

Returning Students

July 15, 2022

July 29, 2022

Returning Students

July 29, 2022

August  12, 2022

Returning Students

August 17, 2022

August 26, 2022

Returning Students

September 2, 2022

September 14, 2022

Final Fall Appeal Date

September 15, 2022

September 23, 2022

Appeals received after the submission deadline will be considered at the next scheduled date, and a response sent according to the schedule above.

Items not considered as an appeal for need-based financial aid:

  • 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 being held for others
  • Requests to exclude retirement assets that are not invested in a traditional retirement account
  • Student merit or achievements
  • Aid or scholarships awarded at other institutions
  • Unwillingness to contribute to educational expenses
  • Inability to pay the calculated family contribution from current income*

*Please note: It is our expectation that families will use all resources available to them to finance the expected family contribution (EFC) including current salary, savings, investments, student loans, parent loans, and the Emory Payment Plan if necessary.