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Special Circumstances
NOTE:
All students requesting review of current financial aid status based on special financial circumstances MUST have completed the
2024-25 Free Application for Federal Student Aid (FAFSA
).
Because certain situations and events can affect a family’s ability to pay for college, it is important that you make us aware of unusual financial circumstances that you believe are not reflected accurately on your need-based forms.
If your 2024-2025 Expected Family Contribution (EFC) is currently $0, this form will not affect your aid and you should meet with a financial aid administrator to discuss your situation
. Please understand that we have limits on what we can do, but we will look at your individual situation carefully and thoughtfully.
The following are
NOT
considered
special financial circumstances
:
Private elementary or secondary school tuition (unless required by learning disabilities and the like)
Pending reduction in income due to fluctuating commissions
Consumer debt
Refusal of a parent to provide financial support to the applicant/student
Anything that “might happen” in the future
Financial Aid reserves the right to request additional documentation such as, but not limited, to 2022 IRS 1040 form, W-2 form, 2022Tax Transcript or various tax return schedules for clarification. Consideration of your “Special Financial Circumstance Form” will be pending submission of all required documents.
The results of this request for special financial circumstances consideration will be based on the individual circumstances outlined in the completion of this form. Students and/or parents will be notified
via email
to the parent and student of the appeal decision. Please remember that submission of this form does not guarantee an adjustment to the student’s award.
If you have any questions, please feel free to email our office at
finaid@rhodes.edu
.
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Student Information
Email Address
First Name
Middle Name
Last Name
Birthdate
Birthdate
January
February
March
April
May
June
July
August
September
October
November
December
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2024
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1901
1900
Mailing Address
Mailing Address
Country
Street
City
Region
Postal Code
Rhodes ID Number
Section A: Reason for Special Financial Circumstances Review
Following are questions that will help us understand why your household is experiencing a change in financial resources. Please select the circumstances below and complete all sections that apply to your situation. Be sure to upload supporting documentation in each section.
Reduction in Income
Change in Marital Status
Unusual Medical and Dental Expenses
Unusual Medical and Dental Expenses
Input in the amount paid out-of-pocket in 2023 and expected to be paid in 2024 for medical and dental expenses. Do not include amounts reimbursed by insurance or claimed as deductions on your federal tax form.
Total Paid out of pocket in 2023:
Total estimated to be paid out of pocket in 2024 (Estimated):
Anticipated medical expenses claimed on Schedule A of the IRS tax form 2023:
To be considered, you must:
Complete Sections C, D and E of this form
Upload a detailed explanation of the reported expenses
Upload proof of unreimbursed expenses (insurance records, your doctor’s records)
Upload a signed 2023 1040 form and IRS Schedule A (if after Feb. 1, 2024)
Detailed explanation of the reported expenses
Proof of unreimbursed expenses (insurance records, your doctor’s records)
Signed 2023 1040 form and IRS Schedule A (if after Feb. 1, 2024)
Change in Martial Status
Complete this section only if your parents separated or divorced after the 2024-2025 FAFSA was completed OR a parent died after the 2024-2025 FAFSA was completed.
Complete this section only if your parents separated or divorced after the 2024-2025 FAFSA was completed OR a parent died after the 2024-2025 FAFSA was completed.
Parents had separation/divorce after FAFSA was completed
Parent died after FAFSA was completed
Which parent do you live with?
Which parent do you live with?
Mother
Father
Date of separation/divorce:
Date of separation/divorce:
January
February
March
April
May
June
July
August
September
October
November
December
2000
2001
2002
2003
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2005
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2008
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2034
2035
2036
2037
2038
2039
2040
2041
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2043
2044
Surviving parent:
Surviving parent:
Mother
Father
Date of death:
Date of death:
January
February
March
April
May
June
July
August
September
October
November
December
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To be considered, you must:
Complete Section B, C, D and E of this form
Upload a copy of W-2 from current parent.
Upload separation/divorce agreement or death certificate.
Copy of W-2 from current parent
Separation/divorce agreement or death certificate
Reduction in Income
Which person experienced a loss of, or changes in, income? (Check all that apply)
Which person experienced a loss of, or changes in, income? (Check all that apply)
Father/Step-Father
Mother/Step-Mother
Student
Father/Step-Father Effective Date:
Father/Step-Father Effective Date:
January
February
March
April
May
June
July
August
September
October
November
December
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2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
Mother/Step-Mother Effective Date:
Mother/Step-Mother Effective Date:
January
February
March
April
May
June
July
August
September
October
November
December
1
2
3
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2020
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2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
Student Effective Date:
Student Effective Date:
January
February
March
April
May
June
July
August
September
October
November
December
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Reasons for reduction/loss: (Check all that apply)
Reasons for reduction/loss: (Check all that apply)
Job Change
Job Loss
Change in Contract
Other (specify):
Type of Job Loss Benefit, if any (i.e. severance or unemployment):
Other (specify):
Amount received (if any) for the year 2023:
To be considered, you must:
Complete Section B, C, D and E of this form
Upload documentation of loss such as termination notice
Upload most recent paystub
Upload a signed 2023 1040 form and IRS Schedule A (if filed)
Most recent paystub(s)
Documentation of loss such as termination notice
Signed 2023 1040 form and IRS Schedule A (if filed)
Section B: Estimated Household Income
You will need to upload the most recent paystub(s) for 2024 and 2023 tax returns (if after Feb. 1, 2024) in the document upload section above.
2023 Tax Year (Provide 2023 IRS tax form)
Income earned from wages by mother or stepmother from Jan 1 to Dec 31
Mother’s taxable non-wage income (other than earned wages) expected from Jan 1 to Dec 31 (Unemployment compensation, interest income, severance compensation, etc.)
Income earned from wages by father or stepfather from Jan 1 to Dec 31
Father’s taxable non-wage income (other than earned wages) expected from Jan 1 to Dec 31 (Unemployment compensation, interest income, severance compensation, etc.)
Untaxed Income
Parents’ untaxed income expected from Jan 1 to Dec 31 from the following sources:
Deductible IRA and/or Keogh payments
Payments to tax-deferred pension and savings plans (paid directly or withheld from earnings). Include untaxed portions of 401(K) and 403(B) plans.
Social Security Benefits
Child Support received
Untaxed portions of pensions (excluding "rollovers")
Other untaxed income and benefits (explain and provide expected amount(s), such as worker's compensation, foreign income exclusion, etc.)
You will need to upload the most recent paystub(s) for 2024 and 2023 tax returns (if after Feb. 1, 2024) in the document upload section below.
2024 Tax Year (Estimated)
Parents’ taxed income expected from Jan 1 to Dec 31 from the following sources:
Estimated income earned from wages by mother or stepmother from
Estimated mother’s taxable non-wage income (other than earned wages) (Unemployment compensation, interest income, severance compensation, etc.)
Estimated income earned from wages by father or stepfather
Estimated father’s taxable non-wage income (other than earned wages) (Unemployment compensation, interest income, severance compensation, etc.)
Untaxed Income
Parents’ untaxed income expected from Jan 1 to Dec 31 from the following sources:
Estimated deductible IRA and/or Keogh payments
Estimated payments to tax-deferred pension and savings plans (paid directly or withheld from earnings). Include untaxed portions of 401(K) and 403(B) plans.
Estimated Social Security Benefits
Estimated child support received
Estimated untaxed portions of pensions (excluding "rollovers")
Other estimated untaxed income and benefits (explain and provide expected amount(s), such as worker's compensation, foreign income exclusion, etc.)
Section C: Statement of Appeal
Please use this section to provide additional information that you feel will be helpful for Rhodes to know about your situation. Upload additional pages and documentation to this page as necessary such as explanation of circumstance, anticipated length of circumstance, etc.
Section D: Additional Forms
What financial aid form(s) have you completed for 2023-24? All students requesting review of current financial aid status based on special financial circumstances MUST have completed the 2023-24 Free Application for Federal Student Aid (FAFSA).
2023-24 FAFSA
Date Completed:
Date Completed:
January
February
March
April
May
June
July
August
September
October
November
December
1
2
3
4
5
6
7
8
9
10
11
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16
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23
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31
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2031
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2037
2038
2039
2040
2041
2042
2043
2044
Section E: Contact Information and Certification
By typing below, we (the parent and the student) affirm that the data contained on this form are true and complete to the best of our knowledge. Any falsification of data is an honor code infringement. I further understand that submission of this information does not guarantee an increase in my financial aid package. I further certify that if any information of the above information changes, I will notify the Financial Aid Office in writing of the changes.
Parent First Name
Parent Last Name
Parent Email
Submit