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.