2020-21 Need Analysis Review - Independent Student

Instructions

If you have or your family has special circumstances that might affect your eligibility for financial aid, please complete and submit this form and provide the required documentation.
Your special circumstances will be reviewed after your initial aid award has been made, and we will contact you by email at your official UNC email address if we need more information.

* Denotes required

Student's Information

Student's PID Number

First Name

Last Name

Student's UNC Email Address

Confirm Student's UNC Email Address

Do you have a spouse?

Yes

No

Please carefully review all of the choices below. Select "Yes" under the statement that best describes your situation. Complete all fields related to your choice, and attach all required documentation.

You or your spouse had a change in employment status that caused a significant reduction of income.

Yes

No

Please indicate the type of employment status change:

Job Loss

Other change in employment status that caused a significant reduction of income

In the event of job loss, you should be unemployed for 10 weeks before you submit this form.

Additional documents will be requested below.

Description of circumstances:

Please complete the table below and provide documentation for the person with the decreased income.
For every source of income listed below, report the amount expected from January 1, 2020 through December 31, 2020.

Student

Student - Wages, salaries, tips, etc. (before taxes) earned from 1/1/2020 through 12/31/2020:

Student - Net income from business/farm:

Student - Interest and dividend income:

Student - Net income from rent, trusts, royalties, partnerships, estates, etc.:

Student - Other taxable income (e.g., alimony, capital gains, taxable pension, unemployment benefits, annuity/IRA distributions, worker's compensation, etc.):

Student - Totals

Spouse

Spouse - Wages, salaries, tips, etc. (before taxes) earned from 1/1/2020 through 12/31/2020:

Spouse - Net income from business/farm:

Spouse - Interest and dividend income:

Spouse - Net income from rent, trusts, royalties, partnerships, estates, etc.:

Spouse - Other taxable income (e.g., alimony, capital gains, taxable pension, unemployment benefits, annuity/IRA distributions, worker's compensation, etc.):

Spouse - Totals

You received untaxed income in 2018 that has stopped or been reduced in 2020. An example would be the cessation of child support when the student turned 18.

Yes

No

Description of circumstances:

A spouse has passed away since your original application for aid.

Yes

No

Additional documents will be requested below.

You and your spouse have separated or divorced since your original application for aid.

Yes

No

Additional documents will be requested below.

What is the total number of people who will reside with you and and receive more than half of their support in 2020? Be sure to include yourself in your count.

How many of these same people will be enrolled in college at least half-time in 2020? Include yourself in the count.

Your family incurred extraordinary medical expenses in 2018 that were not reimbursed by insurance. (Please note that whether expenses are deemed extraordinary will depend upon income and family circumstances.)

Yes

No

Additional documents will be requested below.

Your family incurred extraordinary medical expenses in 2019 that were not reimbursed by insurance. (Please note that whether expenses are deemed extraordinary will depend upon income and family circumstances.)

Yes

No

Additional documents will be requested below.

Required supporting documents: Please indicate how each of the following required supporting documents will be delivered to our office.

2018 tax information (if you did not use the IRS Data Retrieval Tool)

I used the IRS Data Retrieval Tool (DRT)

I did NOT use the IRS Data Retrieval Tool (DRT)

Please attach a signed copy of your 2018 Federal Tax Return attachment

Please attach a copy of termination letter or statement of change in salary from your employer.

Please attach a copy of your official year-to-date earnings statement (most recent pay stub)

Did you or your spouse, receive unemployment compensation?

Yes, I received unemployment compensation.

No, I did NOT receive unemployment compensation.

Please attach unemployment compensation documentation

Did you or your spouse receive taxable Social Security benefits?

Yes, I received taxable Social Security benefits.

No, I did NOT receive taxable Social Security benefits.

Please attach documentation of taxable Social Security benefits.

Please attach a copy of your W-2(s)

Please attach a copy of the death certificate

Please attach a copy of your separation or divorce decree. In the event that you do not have a formal separation agreement, please provide documentation of separate residences (utility bill or lease agreement).

Please attach a copy of 2018 medical expenses, copy of your 2018 Federal Tax Schedule A

Please attach a signed copy of your 2019 Federal Tax Return

Please attach a copy of 2019 medical expenses, copy of your 2019 federal tax schedule A

If none of the conditions apply, please write a letter describing your situation and attach it below.

Please attach the special circumstance letter

Student's Information Certification and Digital Signature

Student's Certification Statement: By typing my name and checking the box below, I certify by electronic signature that I am a parent of the above named student and, to the best of my knowledge, the information I have provided on this form and any documentation I am providing to support this information is true and complete.

Student Signature

Signature Certification

Yes, I certify and digitally sign attesting to the truth and completeness of all information I am providing to the best of my knowledge.

Date Signed