Appealing financial aid offer

A financial aid appeal is the process by which a student and their family requests a review and improvement of a college's financial aid award. Approximately three-quarters of financial aid appeals result in additional aid, yet fewer than half of families attempt an appeal.

10 steps across 1 sections

1. Steps Process

  • Review your financial aid award letter carefully. Understand each component:
  • Grants and scholarships (free money — do not need to be repaid)
  • Federal loans (must be repaid)
  • Work-study (employment-based aid)
  • Calculate your actual out-of-pocket cost: total cost of attendance minus total grants/scholarships
  • Determine if you have grounds for an appeal. Valid reasons include:
  • Change in income: Job loss, reduced hours, retirement, disability
  • Medical expenses: Significant unreimbursed medical costs
  • Family changes: Divorce, separation, death of a parent, new dependents
  • Special circumstances: Multiple children in college, eldercare costs, natural disaster

Common Mistakes

  • Not appealing at all
  • Waiting too long
  • Being vague
  • Being demanding or aggressive
  • Not providing documentation

Pro Tips

  • Use the term "professional judgment review" or "special circumstances review."
  • Present competing offers strategically
  • Appeal to multiple schools
  • Ask about departmental scholarships
  • Consider appealing after enrollment too

Sources

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