Understanding the Financial Aid Appeal Process

• What is a Financial Aid Appeal? A financial aid appeal is a request to the financial aid office to reconsider your offer. You might consider appealing if your family has had a major financial change since filling out the FAFSA or if another college has presented you with a better offer.
• When Should You Consider Appealing Your Financial Aid Award? Appealing your financial aid award may be a good idea if your family's financial circumstances have significantly changed since you submitted your FAFSA, such as a job loss or medical emergency. You can also appeal if you have received a better financial aid offer from a comparable school.
• Steps to Take Before Submitting an Appeal: You should contact the financial aid office to learn about the specific steps involved in submitting an appeal at that college. Ask which office handles appeals, what the deadlines are, and how long it takes to receive a response.

‍

Preparing Your Financial Information

• Gathering All Necessary Financial Documents: For a need-based appeal, gather documentation that proves your financial situation, such as tax documents, termination notices, medical bills, or a letter from a social worker.
• Identifying Any Changes in Your Financial Circumstances: Note any changes to your family's financial situation since you submitted the FAFSA, as this information can be crucial to a successful appeal.

‍

Crafting an Effective Appeal Letter

• Structuring Your Appeal Letter: When you write your letter, be honest, respectful, and specific. Clearly explain why you are requesting an appeal and provide as much detail as possible.
• Highlighting Significant Financial Hardships: Use your appeal letter to explain any significant financial hardships your family has experienced, supporting your claims with documentation.
• Providing Supporting Documentation: Include all necessary documents with your appeal. For need-based appeals, this might include tax returns or medical bills. For merit-based appeals, you should provide the financial aid offer from the comparable school.

‍

Communicating with the Financial Aid Office

• Scheduling a Meeting or Phone Call: Contacting the financial aid office can help clarify the appeal process. Scheduling a meeting or phone call might help you learn more about the process and what the office looks for in a successful appeal.
• Articulating Your Case Effectively: Submitting an appeal letter is your chance to clearly articulate your case for why you deserve more aid. Be honest and specific. Explain your unique financial circumstances and why they should qualify you for more aid.
• Asking for Guidance and Clarification: Don't hesitate to reach out to the financial aid office if you need clarification on the appeal process or require any guidance.

‍

Exploring Additional Scholarship Opportunities

• Researching External Scholarships: Even if your appeal isn’t successful, you can search and apply for outside scholarships from a variety of organizations.
• Applying for Institutional Scholarships: Your college may offer additional scholarships that you can apply for.
• Maximizing Your Eligibility for Grants: Filling out the FAFSA every year ensures you don't miss out on any federal grant opportunities. Some colleges require you to fill out the CSS profile to be eligible for need-based institutional grants.

‍

Following Up on Your Appeal

• Understanding the Timeline for a Response: Ask the financial aid office how long it will take to get a response.
• Sending a Polite Follow-Up Inquiry: If you haven't received a decision after the expected timeframe, it's appropriate to follow up with the financial aid office.
• Considering Alternative Financial Options: If your appeal is denied, explore alternative options like payment plans, student loans, or working part time.

‍
Bonus Tip: Maximize your financial aid by signing up for Level All. We’ve helped thousands of families like yours lower the cost of college with expert-curated financial aid tutorials and insider tips.