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2012-2013 Upper-class Financial Aid Application
(Do Not Leave Any Items Blank. Answer N/A if Not Applicable.)
A. STUDENT INFORMATION
Student Name: E-Mail: Campus Box: Home Address: Term(s) for which aid is being requested (Check One): Full 2012-2013 Year Fall 2012 Spring 2013 Engineering Co-op Participant (Summer 2012 & Spring 2013) LIN: Primary/Cell Phone: Campus Phone: Home Phone:
Anticipated Graduation Date (Month & Year): Will you commute from home? YES NO NO (Do NOT include any Lehigh University aid.) Amount $ $
Will you receive any Private Scholarships in 2012-2013? YES Scholarship Donor Name
B. FAMILY INFORMATION
To receive Federal or university funded student aid, you are required to complete a process called Verification. Schools are required to obtain this information under the financial aid program rules (34CFR, Part 668). Completing the following sections an d signing this application will fulfill that requirement. On the grid below, list and provide information about each person your paren ts will support between July 1, 2012 and June 30, 2013. Overpayment cases will be referred to the US Department of Education.
***Include yourself, parents(s) with whom you live (including step-parent) and all other dependents currently living in your parents’ household.***
Put N/A for items that do not apply or “UNK” if unknown. Full Name Student Applicant Age Relationship to Student Name of School/College** Lehigh University Year in School** Tuition** Scholarships & Grants** Housing Code*
Self
N/A $ $ $ $ $ $ $ $
N/A
If additional persons are included the household, please provide an attached list of names and information. * Housing Codes: 1 - live at school (on or off campus) 2 – live at home ** Please complete these sections if your parents will pay tuition for any household member listed above (elementary, secondary or post-secondary) in the 2012-2013 award year. If enrollment plans change for any person listed below, notify us immediately. Changes in enrollment will most likely affect your aid eligibility.
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C. STUDENT’S TAX FORMS AND INCOME INFORMATION
STUDENT’S Tax Forms and Income Information: Tax Forms: (Federal tax returns, all schedules and W2s - Please do not send your State/Local Tax Returns) I am attaching my tax returns. I have already submitted my federal income tax return and W-2(s) to the school on . I am not filing a tax return, and am not required to file a 2011 Federal Income Tax Return. Please indicate below the amount of untaxed income that the student received in 2011: Sources of Untaxed Income Amount Sources of Untaxed Income Tax Exempt Interest: Payments to Tax Deferred Pensions: $
IRS Form 1040 or 1040 A line 8b
Amount $ $ $ $ $
W-2 Form: boxes 12a to 12d, codes D, E, F, G, H, S
Deductible IRA/Keogh:
IRS Form 1040 line 28 + 32; 1040A line 17
$ $ $ $
Untaxed Pensions:
IRS Form 1040: line 16a minus16b; 1040A line 12a minus 12b
Child Support: Foreign Income Exclusion: Housing, Food, Living Allowances:
Workman’s Compensation: Welfare Benefits: Other:
If you did not file and are not required to file a 2011 Federal income tax return, please indicate below any sources of income received in 2011. Attach a copy of all W-2's from employer(s). Be sure to include any interest or dividend income that the student received in 2011. Sources Income Earned from Work: Interest Earned (cash, savings and checking accounts): Dividends Received: Other: 2011 Income $ $ $ $
D. PARENT(S)’ TAX FORMS AND INCOME INFORMATION
PARENT’S Tax Forms and Income Information: Tax Forms: (Federal tax returns, all schedules and W2s - Please do not send your State/Local Tax Returns) I am attaching a copy of my parent’s tax returns I have already submitted my parent’s tax returns to the school. These were submitted on My parent(s) are not filing a tax return, and are not required to file a 2011 U.S. Income Tax Return. Please indicate below the amount of untaxed income that your parent(s) received in 2011: Sources of Untaxed Income Amount Sources of Untaxed Income Tax Exempt Interest: Payments to Tax Deferred Pensions: $
IRS Form 1040 or 1040 A line 8b
.
Amount $ $ $ $ $
W-2 Form: boxes 12a to 12d, codes D, E, F, G, H, S
Deductible IRA/Keogh:
IRS Form 1040 line 28 + 32; 1040A line 17
$ $ $ $
Untaxed Pensions:
IRS Form 1040: line 16a minus16b; 1040A line 12a minus 12b
Child Support: Foreign Income Exclusion: Housing, Food, Living Allowances:
Workman’s Compensation: Welfare Benefits: Other:
If your parent(s) did not file and are not required to file a 2011 Federal income tax return, please indicate below any sources of income that they received in 2011. Attach a copy of all W-2's from employer(s). Be sure to include any interest or dividend income that your parent(s) received in 2011. Sources Income Earned from Work: Interest Earned (cash, savings and checking accounts): Dividends Received: Other: 2011 Income $ $ $ $
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E. ADDITIONAL FINANCIAL INFORMATION
Parents or Independent Student: The following information is to be completed by your parents unless you satisfy any of the criteria defining an independent student as stipulated by the Federal Government and Lehigh University’s Office of Financial Aid. If you meet the independent criteria, please complete this section with your information (and that of your spouse, if applicable). 1.) Indicate whose information is listed: Parent(s) Independent Student and/or Spouse
2.) If you or your parents own a home: A. What is the principle balance on the first mortgage? B. What is the monthly mortgage payment on principal? C. Is there a home equity loan approved? (Check One): a. If Yes, What is the approved amount? b. What is the amount borrowed to date? c. What is the annual payment required? YES No
$ $ $ $
$
Purchase Price Current Value Amount Owed
3.) If your parent(s) or yourself (Independent Student) own real estate other than their home, list the properties owned: Property Year Purchased
$ $
4.) Does the student have a trust fund? If Yes, What is the Value? $ 5.) Child Support and/or Alimony Total amount of child support: Child support for student applicant: Alimony: YES NO
$ $
$ $
Who established the fund? Received in 2011 Paid in 2011
$ $ $
$ $ $
YES No
6.) A. Will you have a car on campus for the 2012-2013 academic year? (Check One): B. If yes, please indicate the year, make, and model. C. Who is the registered owner of car?
Relationship to student?
F. FERPA PRIVACY ACT WAIVER
The Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CFR Part 99) is a Federal law that protects the privacy of student education records. FERPA prohibits our office from releasing your Financial Aid information to your parents. Please sign the waiver below if you would like to enable us to discuss your record with the individual(s) listed below. For more information visit: http://www.ed.gov/policy/gen/guid/fpco/ferpa/index.html I give the Lehigh University Office of Financial Aid permission to release information about my Financial Aid applications and awards to the person(s) listed below. This waiver of my FERPA rights will remain in effect during the 2012-2013 academic year: Name: Name: Relationship to Student: Relationship to Student:
Student Signature
Date
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G. COMMENTS AND SPECIAL CIRCUMSTANCES
If you feel there are special circumstances that might affect your financial situation, please attach a letter detailing such circumstances. Anticipated decreases in income should be documented on the “Change of Financial Circumstances” form located on our website.
H. RULES AND REGULATIONS
The following rules apply to all financial aid recipients: Aid is limited to eight consecutive semesters from the date of enrollment, except for approved 5 year programs of study (such as Arts/Engineering) or by special permission of the Committee on Undergraduate Financial Aid. Students must continue to demonstrate financial need as determined by the Office of Financial Aid in conjunction with federal, state and university guidelines. Students must make progress toward their degree by enrolling and passing no fewer than 12 new credits per semester and 24 credits per academic year and be in good standing, maintain a minimum grade point average of 2.0 each semester. Students not meeting these minimums may appeal to the Committee on Undergraduate Financial Aid. The “Petition for Review of Financial Aid Eligibility” can be found online at www.lehigh.edu/financialaid. Students must be enrolled in no fewer than 12 credit hours per semester. Students are expected to apply to their state grant program and any private scholarships for which they might be eligible. Students are required to notify us directly and immediately upon receiving any private scholarships, including funds from any employer. Notification of financial aid eligibility will be mailed prior to the Bursar's billing date if your application is complete. Late filers are at risk of not being aided. (Additional information on aid eligibility may be found in the Lehigh University Course Catalogue)
I. IMPORTANT NOTES
1.) All application materials must be complete and submitted by the APRIL 16TH DEADLINE. 2.) Applications are considered incomplete until all required materials are received. 3.) Missing document requests will be sent as email notification and are also viewable on the campus portal. 4.) The anticipated mailing date for bills from the Bursar’s Office for the 2012 fall term is July 15th with a due date of August 1st. 5.) Payment plan information is sent by the Bursar in June, with payments beginning July 1st. We are unable to provide aid information prior to these deadlines. You may estimate similar aid eligibility if there have been no significant changes to your situation (number in college, income increase, etc.)
J. SIGNATURES
By my signature, I acknowledge my responsibility to notify the Office of Financial Aid if any academic, financial or certification information changes during the period of enrollment. I also acknowledge that I have read and understand the above information concerning renewal of financial aid. In addition I understand that if I should be named a scholar through one of the Lehigh University Endowed or Sponsored funds my directory information (name, college, class, etc.) may be disclosed to the donor of said scholarship. I also agree to comply with any additional requests for information from the Office of Financial Aid.
ST UDENT’S SIGNATURE:
DATE:
By my signature below, I certify that the information provided by the applicant and myself is true and correct to the best of my knowledge and that I have read the above information regarding renewal of financial aid. PARENT ’S SIGNATURE: DATE:
Please submit all documents to Lehigh University’s Office of Financial Aid Via Fax: (610) 758-6211, Dropbox via www.lehigh.edu/financialaid, or Email:
[email protected]