{"id":1376,"date":"2023-11-02T11:58:18","date_gmt":"2023-11-02T15:58:18","guid":{"rendered":"https:\/\/www.umw.edu\/financialaid\/?page_id=1376"},"modified":"2025-05-27T14:43:26","modified_gmt":"2025-05-27T18:43:26","slug":"special-situations","status":"publish","type":"page","link":"https:\/\/www.umw.edu\/financialaid\/process\/completing-the-fafsa\/special-situations\/","title":{"rendered":"Special Situations"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"h-special-situations-faq\">Special Situations FAQ<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-you-will-find-common-answers-to-questions-about-the-fafsa-and-unique-situations\">You will find common answers to questions about the FAFSA and unique situations.<\/h4>\n\n\n\n<div class=\"umw-accordion-container umw-custom-block\" data-only-one=\"true\">\n<div class=\"umw-collapsible-section umw-custom-block\"><div class=\"accordion__question\" data-js-question=\"true\"><button class=\"accordion__question__trigger\" data-js-trigger=\"true\">My parents don\u2019t support me financially but I am considered dependent by Federal Department of Education standards.<\/button><div class=\"accordion__question__answer\">\n<p>Per federal regulation, students are considered \u201cdependent\u201d until the age of 24 unless they can answer \u201cyes\u201d to &nbsp;(and can document) one of the following criteria:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Have you earned your undergraduate degree and will you be working toward a master\u2019s or doctorate degree ?<\/li>\n\n\n\n<li>Are you married or separated but not divorced?<\/li>\n\n\n\n<li>Do you have children who receive more than half of their support from you?<\/li>\n\n\n\n<li>Do you have dependents (other than children or a spouse) who live with you and receive more than half of their financial support from you?<\/li>\n\n\n\n<li>At any time since you turned age 13, were both of your parents deceased, were you in foster care, or were you a ward or dependent of the court?<\/li>\n\n\n\n<li>Are you an emancipated minor or&nbsp;in a legal guardianship as determined by a court?<\/li>\n\n\n\n<li>Are you an unaccompanied youth who is homeless or self-supporting and at risk of being homeless?<\/li>\n\n\n\n<li>Are you currently serving on active duty in the U.S. armed forces for purposes other than training?<\/li>\n\n\n\n<li>Are you a veteran of the U.S. armed forces?<\/li>\n<\/ul>\n\n\n\n<p>Many students feel they are independent for various reasons. How you answer the questions in the dependency section of the FAFSA determines your&nbsp;<a href=\"https:\/\/studentaid.gov\/apply-for-aid\/fafsa\/filling-out\/dependency\">dependency status<\/a>&nbsp;according to federal regulations.&nbsp; If you indicate you fit one of the criteria in that section, it is likely that the Financial Aid office will request documentation confirming the situation, in order to comply with the Federal regulation.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"umw-collapsible-section umw-custom-block\"><div class=\"accordion__question\" data-js-question=\"true\"><button class=\"accordion__question__trigger\" data-js-trigger=\"true\">My parents are divorced or separated, or I am an independent student that is recently divorced or separated.<\/button><div class=\"accordion__question__answer\">\n<p>Federal regulation states that a dependent student must file the FAFSA with the parent they reside with. If they do not reside with either parent (and can provide proof of a separate address), they must file the FAFSA with the parent that provides the majority of their financial support.<\/p>\n\n\n\n<p>If the divorce or separation occurred prior to the completion of the FAFSA, but student\/parents filed their taxes jointly, students must provide proof of a separate address for each party, a copy of the tax return, and all corresponding W2-s. This allows the Office of Financial Aid to remove from the FAFSA the income of the parent that is no longer in the household.<\/p>\n\n\n\n<p>If divorce or separation occurs after the completion of the FAFSA, but student\/parents filed their taxes jointly, students must complete the&nbsp;<a href=\"https:\/\/www.umw.edu\/financialaid\/process\/eligibility\/special-circumstances\/\">Special Circumstance Request<\/a>&nbsp;process.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"umw-collapsible-section umw-custom-block\"><div class=\"accordion__question\" data-js-question=\"true\"><button class=\"accordion__question__trigger\" data-js-trigger=\"true\">My parents or I filed a tax extension with the IRS<\/button><div class=\"accordion__question__answer\">\n<p>If your FAFSA is selected for the process of&nbsp;<a href=\"https:\/\/studentaid.ed.gov\/sa\/fafsa\/next-steps#verification\">Verification<\/a>, and you have made an amendment to your Federal Tax Return, the Office of Financial Aid will request the following documents to complete the Verification process:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Copy of IRS Form 4868 \u201cApplication for Automatic Extension of Time to File U.S. Individual Tax Return\u201d<\/li>\n\n\n\n<li>Copy of IRS approval of the extension beyond the automatic six-month extension if the individual requested an additional extension of the filing time<\/li>\n\n\n\n<li>All corresponding W2-s (or other statements of income) for that tax year<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"umw-collapsible-section umw-custom-block\"><div class=\"accordion__question\" data-js-question=\"true\"><button class=\"accordion__question__trigger\" data-js-trigger=\"true\">My parents or I amended our taxes with the IRS<\/button><div class=\"accordion__question__answer\">\n<p>If students or parents of dependent students filed an amendment to their tax return, and are selected for the Verification Process, the Office of Financial Aid will request the following documents:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A Tax Return Transcript (this will only contain the original tax information)<\/li>\n\n\n\n<li>Signed copy of the 1040X, \u201cAmended U.S. Individual Income Tax Return,\u201d and proof that it has been submitted to the IRS<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"umw-collapsible-section umw-custom-block\"><div class=\"accordion__question\" data-js-question=\"true\"><button class=\"accordion__question__trigger\" data-js-trigger=\"true\">My parents or I were victims of IRS Tax-Related Identity Theft<\/button><div class=\"accordion__question__answer\">\n<p>If a student or a parent of&nbsp;a&nbsp;dependent student was a victim of IRS tax-related identity theft and they were selected for the Verification process, the Office of Financial Aid will request the following documents:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A Tax Return DataBase View (TRDBV) transcript which can be obtained from the IRS<\/li>\n\n\n\n<li>A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the&nbsp;incident<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"umw-collapsible-section umw-custom-block\"><div class=\"accordion__question\" data-js-question=\"true\"><button class=\"accordion__question__trigger\" data-js-trigger=\"true\">My parents or I filed a Non-IRS Income Tax Return<\/button><div class=\"accordion__question__answer\">\n<p>A student or a parent of a dependent student selected for the Verification process must submit the following documentation:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A transcript that was obtained at no cost from the relevant taxing authority of a U.S. Territory (Guam, American Samoa, the U.S. Virgin Islands) or commonwealth (Puerto Rico and the Northern Mariana Islands), or a foreign central government, that includes all of the tax filer\u2019s income and tax information required to be verified for the tax year<\/li>\n\n\n\n<li>If a transcript can not be obtained, the tax payer must submit a signed copy of the income tax return form<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"umw-collapsible-section umw-custom-block\"><div class=\"accordion__question\" data-js-question=\"true\"><button class=\"accordion__question__trigger\" data-js-trigger=\"true\">My parents or I did not file a tax return<\/button><div class=\"accordion__question__answer\">\n<p>Students or parents of dependent students that earned wages, but did not file a tax return must submit the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Copy of all wage statements (W2, 1099, etc.)<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"umw-collapsible-section umw-custom-block\"><div class=\"accordion__question\" data-js-question=\"true\"><button class=\"accordion__question__trigger\" data-js-trigger=\"true\">My parents or I lost a\u00a0job recently<\/button><div class=\"accordion__question__answer\">\n<p>An independent student and spouse, or a parent of a dependent student that has lost a job may submit a&nbsp;<a href=\"https:\/\/www.umw.edu\/financialaid\/process\/eligibility\/special-circumstances\/\">Special Circumstance Request<\/a>&nbsp;under these criteria:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Loss of employment must occur 16 weeks prior to time of request<\/li>\n\n\n\n<li>Loss of employment must be involuntary (but not fired for cause)<\/li>\n\n\n\n<li>Must provide documentation as shown on the appropriate Special Circumstance Request form.<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Special Situations FAQ You will find common answers to questions about the FAFSA and unique situations.<\/p>\n","protected":false},"author":1136,"featured_media":0,"parent":19,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"umw_cb_additional_links":[[]],"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","jetpack_post_was_ever_published":false,"_advisory_expires_time":"","_advisory_meta_include":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":{"0":"post-1376","1":"page","2":"type-page","3":"status-publish","5":"entry"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Special Situations &#187; Financial Aid<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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