Types of Appeal

Click on the section below that most closely relates to your appeal circumstance:

  • Reduction in Parent or Student Income

    If total income is expected to be less in the current year than the income reported on the FAFSA you may submit an appeal based on reduced income. 

    Circumstances that warrant this type of appeal

    • Reduction in income due to change in employment or loss of a source of income
    • Divorce or Separation
    • Unemployment
    • Death of parent (or student spouse)
    • Other

    Types of Documentation Required

    In all cases:

    • Financial Aid Appeal Form
    • LMU requires that all appeals based on a change in income have FAFSA income confirmed by parent and/or student updating FAFSA income with IRS federal tax data using the IRS Data Retrieval Process or submitting a IRS tax transcript to the financial aid office.

    Documentation specific to circumstances:

    • Letter of termination from employment, layoff notice, final paystub showing year-to-date earnings, documentation of unemployment benefits expected or currently receiving.
    • Documentation of new employer and current paystub
    • Copy of divorce decree or notice of filing for legal separation.
    • Copy of Death Certificate
    • Other documentation based on circumstances
  • Difficulty meeting parent (or student) contribution due to unusual expenses

     Reasons/Scenarios that Warrant this Type of Appeal

    • Elder care expenses, can be considered only if elder is not already reported in the family size on the FAFSA.
    • Medical -must be paid medical expense that exceed 11% of adjusted gross income to be considered.
    • Private elementary or secondary tuition for younger siblings.

    For 2017-2018, the FAFSA requests your 2015 income.

    You can appeal on expenses that occurred in 2015 to reduce your 2015 income in the financial aid formula; or

    You can appeal on expenses that occurred in 2016 to reduce the income in the financial aid formula. Make sure to complete Section II of the LMU Appeal Form that requests your 2016 income. You may also be asked to submit copies of 2016 tax returns and/or W2s to document your 2016 income.

    Documentation Required

    • Financial Aid Appeal Form
    • Supporting Documentation. Note for medical, please only provide documentation of medical expenses paid. DO NOT PROVIDE copies of medical tests, diagnosis or other confidential information.
    • Statement from private school itemizing amount paid, by you, in the 2016 calendar year, for 2017-2018 appeals.
  • Inflated Parent Income on 2017-2018 FAFSA

    Reasons/Scenarios that warrant this type of appeal

    • Example: Receipt of a one-time capital gain or other income in 2015 calendar year.

    Documentation Required

    • Financial Aid Appeal Form
    • Complete the income projection sections
    • Receipts or other documentation to show how the one-time source of income was used or whether it is in current savings or investments reported on the FAFSA.

     

  • Request to be considered an Independent Student

    Reasons/Scenarios that warrant this type of appeal

    • Child abuse
    • The location of the parent or parents is unknown.
    • The student has been removed from the family home by the state.

    Documentation Required

    A signed and dated statement (approximately 1 page) detailing:

    • Your current relationship with your parent(s)
    • Whether you were claimed on your parent (s) or someone else’s tax returns during the year your FAFSA information was based on. (Example: The 2014-15 FAFSA is based on the 2013 tax year)
    • Your last contact with your parent(s)
    • Whether you have requested your parent to assist you in applying for financial aid

    Make sure to include your LMU Student ID and the academic year for which you are submitting the appeal.

    Three Dependency Override Letters of Support. These letters should be from adults familiar with your case, such as a teacher, counselor, medical authority, member of the clergy, prison administrator, government agency, or court and should establish the unusual circumstances. 

    Submit evidence in support of your request such as signed letters, official documents such as a court order or police reports.

  • Student Request Adjust Financial Aid Policies due to disability

    Reasons/Scenarios that warrant this type of appeal

    • For example: A request to receive institutional aid reserved for full-time student as a part-time student due to disability

    Documentation Required

    • Financial Aid Appeal Form
    • Confirmation from Disability Support Services (DSS) of student’s disability. See Financial Aid Office Accommodation for Student Disability policy and procedures above.
  • Request to increase the Student’s Cost of Attendance

     Reasons/Scenarios that warrant this type of appeal

    • Child care expenses for the student’s child being added to the Cost of Attendance
    • Unexpected medical/dental expenses that must be paid by student during enrollment, e.g. replace glasses or emergency dental care not covered by insurance (Cannot include insurance payments)
    • Special course expenses such as film course.
    • Expenses due to student's disability.

     Documentation Required

     

  • Request for Additional Unsubsidized Loan as Dependent Student

    A dependent student may appeal to be considered to receive the additional unsubsidized direct loan amount normally available to independent students. Examples which may warrant an appeal:

    • The parent is incarcerated.
    • The parent’s whereabouts are unknown.
    • The parent has filed for bankruptcy and can provide a letter from the bankruptcy court stating that as a condition of the bankruptcy filing, the parent may not incur any additional debt.
    • The parent’s income is limited to public assistance or disability benefits, and documentation is provided showing parent cannot repay the loan.
    • The parent is not a U.S. Citizen or permanent resident or is not able to provide evidence from the U.S. Citizenship and Immigration Service that he or she is in the United States for other than a temporary purpose with the intention of becoming a citizen or permanent resident. 

    Types of Documentation Required

    In all cases:

    • Financial Aid Appeal Form
    • Statement from student verifying the current living situation
    • Any available documentation to support a scenario listed above