Financial circumstances change, and those changes may affect your family's ability to contribute to your education. We are here to help.
If your parents' current income is substantially less than what you reported on the FAFSA or California Dream Act Application, or their income is substantially reduced by expenses due to certain extenuating circumstances, you can consider requesting a Parent Contribution Appeal. We will review your appeal and make adjustments, as appropriate, based on their current financial situation.
All Parent Contribution Appeals require a letter of explanation describing, in detail, the circumstances surrounding your appeal and copies of your parent's 2018 tax returns and W2 forms. In addition, we require documentation that supports the specific circumstance outlined in the appeal.
How to Request an Income Appeal
Go to the Berkeley Financial Aid Forms website.
Note- if you have not registered with the Berkeley Financial Aid Forms website, you will need to do that first. This is a one time process that matches up your personal information with the aid application we have on file for you. View the instructions on how to get started in the Berkeley Financial Aid Forms website.
After you have logged into the Berkeley Financial Aid Forms website, click on the + Request button at the top of the page.
Choose the Family Contribution Appeal – to add the form to your file, click on the + button.
Provide a brief explanation as to why you are requesting the appeal. You will have an opportunity to go into more detail later.
Once you have completed the web-form, you will be asked to upload documentation that supports the appeal.
When everything is in order, click the Submit button to submit your appeal.
Documentation that we will need depending on your circumstance
|Special Circumstance||Impact||Required Documentation|
|Reduction or Loss of Employment or Benefits||Your parent(s) income for 2018 or 2019 will be less than what was earned in 2017||Copy of a termination letter of employment or other benefits, including verification of severance pay or other retirement benefits. Copy of year-to-date earnings (last paycheck stub or 2018 W-2), unemployment benefits, disability benefits. After April 15, 2019 a copy of the 2018 Tax Return Transcript and W-2 Wage Statements may be requested during the review|
|Reduction or Loss of Untaxed Income||Child Support, untaxed portions of IRA or pension distributions (rollover), or other untaxed income.||Copy of divorce/separation agreement, verification of a rollover (1099-R), or other documentation indicating the start and end date of benefits.|
|Change in Marital Status||Your parents were married; separated; divorced; or widowed.||Separation agreement, divorce decree, or death certificate.|
|One Time Payment Received||You or your parent(s) received a one-time lump sum payment in 2017.||Copies of the 2017 and 2018 Federal IRS Tax Return, 2017 and 2018 W-2 wage statements, documentation detailing one-time payment amount and source.|
|Unusual/Necessary Expenses||If you or your parents incurred medical/dental expenses in calendar year 2018, paid private school tuition for dependents, or had tax liens in 2018.||Statement from the insurance provider stipulating amount of medical expenses not covered by insurance; private school tuition statement detailing out cost and any financial aid received; and a statement from the IRS and/or State Franchise tax board indicating monthly payment amount on back taxes.|