Providing Dollars for Scholars through FAFSA and CAL Grants

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Transcript Providing Dollars for Scholars through FAFSA and CAL Grants

Providing Dollars for Scholars
through FAFSA and CAL Grants
2010-2011
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Documents needed to Complete a FAFSA
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Your Social Security Number It Must Be Correct
– Name entered on FAFSA must match name on SS card
Your Drivers License
Your 2009 W-2 Forms and other records of money earned
Your (and your spouse’s if you are married 2009 fed tax return
– IRS 1040, 1040A or 1040EZ
– Foreign tax returns and tax returns from American territories
Your parent’s tax return if you are a dependent student
Your 2009 untaxed income records
– Veterans noneducational benefits
– Child support received
– Workers Compensation
Your current bank statement know balance at end of month after bills payed
Your current business and investment mortgage information
Your alien registration or permanent registration number if not a US citizen.
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MAKE COLLEGE A REALITY
As a college counselor you can help students put college on the radar screen, identify
sources of financial aid, and direct them with regards to questions that they need to consider
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What are their educational goals?
– Vocational Certificate? Two year Associate Degree? Four year bachelor’s degreeor do they have their sights set on a graduate or professional degree?
What type of college would best meet their interests?
– A public or independent university, community college or private career college
They should consider the size of the campus, location, urban or rural setting,
campus culture, vocational programs, and athletic or arts opportunities.
Is the college program a good investment?
– Ask about tuition/refund programs, academic/training programs, financial aid
programs, graduate success rate in finding jobs, degree completion/transfer rates
Are there jobs in their chosen field and how well do they pay?
– Check local college career center office and the Federal Occupational Handbook
available online at http://www.bls.gov/OCO/ and starting salaries at www.edwise.org
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How much money will they need for college?
– In addition to tuition and fees, they will need to pay for books, supplies and living
expenses.
How will they pay for college?
– Savings, grants , scholarships, loans, a job, or other options such as Americorps
which provide an educational reward in return for voluntary service.
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For Your Information
• Apply for financial aid even before finding out if you have been
accepted to to college. Otherwise you may miss out on scholarships,
grants, and other free money for education
• If you are mailing the FAFSA ,the Cal grant GPA Verification form, or
any other application form, it’s a good idea to get a certificate of
mailing from the post office ( $1.10 in addition to postage) as proof
that you met the deadline.
• If you submitted both your FAFSA and your verified CAL Grant GPA
by the March 2 deadline but don’t receive a California Aid report or a
letter by April 30th, or if you have questions, go to web grants for
students at www.calgrants.org . If you don't hear from them, you can
also call toll free 1-888-CA-GRANT (1-888-224-7268). If you don't
get a Cal Grant, don't panic; contact the college you want to attend and
find out what other financial aid is available.
• Take a look at your E-mail addresses and make sure that it’s
appropriate for corresponding with colleges, state agencies, lenders,
and employers. If not, you may want to get another one.
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You Should Know:
Cal Grants are free money you don’t have to pay back. Apply by March 2
Financial aid can cover more than just tuition and books
College isn’t just for the wealthy
You don’t have to attend full time to get financial aid
Money is set aside for foster youth
To qualify for state and federal financial aid you must either be a US
citizen, US permanent resident, and/or other eligible noncitizen.
If you are an undocumented or under documented student you are not
eligible for state or federal aid but in California you may be eligible for in
state tuition rates at public colleges if you meet certain eligibility
requirements These will be addressed later in the presentation.
Completing the FAFSA is not as difficult as it seems.
Consult your Fund Your Future Guidebook for additional information
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What’s New
High School Exit Exam
If the CAHSEE was required for students to graduate, they must have passed the
exam to qualify for a Cal Grant Entitlement or Cal Grant Competitive Award.
More time to graduate
High school seniors now have up to December 31 of the award year to complete the
high school graduation requirement to be considered for a Cal Grant Entitlement
Award. Students who meet this deadline – and who meet all other Cal Grant
requirements could start receiving their Cal grants the next school term.
New Graduate Certification Form
Before Colleges can disburse funds to new Cal Grant Entitlement Recipients, they
must have on file either an authoritative document of high-school graduation or a
self-certification of high school graduation. The California High School
Graduation Certification Form (G8) form must be completed by the student who
then must forward it to his or her college
Appeals for late GPA’s
Cal Grant Entitlement Applicants who were unable to submit their verified cal
Grant GPA until after the March 2 deadline because of circumstances beyond their
control can now appeal their Cal Grant denial. In a letter to the Commission, they
must explain the circumstances beyond their control that prevented them from
submitting their verified GPA by the deadline.
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10 Important things to qualify for most federal and state aid, you must
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Submit your FAFSA by the deadline (3/02/10)
Submit other necessary forms
– Verified Cal Grant GPA (3/02/10)
Demonstrate financial need
Have HS diploma or its equivalent or pass an ability to benefit exam (federal aid only)
Be a US Citizen or eligible non citizen
Be a California resident (for most state aid)
Enroll in an eligible degree or certificate program approved by the US Dept of Ed.
Have a social security number
Register with Selective service. (males) Registration can be completed as FAFSA is
filled.
Maintain satisfactory academic progress (Attend classes regularly and keep grades up)
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To help students use FAFSA on the Web
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Apply for a PIN or personal identification right away at WWW.pin.ed.gov so they can electronically
sign their FAFSA for faster processing. If they are dependent students one of their parents should also
get a pin.
Complete the FAFSA on the Web Worksheet ahead of time before doing the FAFSA online. It lists
the FAFSA questions in the same order as those on FAFSA on the web.
Review the FAFSA carefully and print out a copy for their records before transmitting it. Students
should also keep copies of all worksheets and other financial data in case their college asks to see
them.
Provide an E-mail address so that they will get an electronic message within minutes of transmitting
their FAFSA confirming that the application was received. Students should be sure to keep and print
a copy of their confirmation. It will also include an estimate of their EFC.
Use the Pin to electronically sign the FAFSA. If they or their parents do not have a pin they can
print, sign and mail the signature page within 7 days. Students who do not have a PIN or a printer can
still use FAFSA on the WEB.– they will simply receive a SAR without an EFC that they must sign
and return before their EFC will be calculated. Another Option is for students to E-sign and a parent
may mail in their signature page.
Avoid peak hours. Students will receive faster results.
Follow up on the status of the FAFSA at www.fafsa.ed.gov by using their PIN ( select “Check status
of a submitted FAFSA under FAFSA follow-up even if they filed a paper FAFSA.
Check their E-mail regularly and look for messages from the US dept. of Education directing them to
their student SAR (student Aid Report). Students should make sure that their SAR will be delivered.
To learn more about FAFSA go to WWW.FAFSA.ED.GOV or
call toll free 1-8004FED.AID 1-800-4333243
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PIN Information
A PIN is a 4-digit number that is used in combination with your Social Security
Number, name, and date of birth to identify you as someone who has the right to access
your own personal information on Federal Student Aid Web sites, such as FAFSA on the
Web.
The security of your PIN is important because it can be used to:
• Electronically sign Federal Student Aid documents
• Access your personal records, and
• Make binding legal obligations.
While or after completing a FAFSA on the Web application, you and your parents (if
you are a dependent student) will need to sign your FAFSA. We cannot process your
FAFSA until we receive your signature(s). Using a PIN to sign your FAFSA
electronically is by far the fastest and most reliable way. However, you can print, sign
and mail in a signature page, or provide signature(s) on your paper Student Aid Report
(SAR).
Tip: You may use your PIN for the duration of your school experience and beyond. The
PIN stays the same.
If you or your parents do not already have a PIN, we encourage you to apply for one.
You can apply for a PIN while completing a FAFSA on the Web application, or you can
go to the Federal Student Aid PIN Web site at www.pin.ed.gov to apply.
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FAFSA on the Web Worksheet
FAFSA on the Web Worksheet is available at www.fafsa.ed.gov in both English
and Spanish starting January 1
Before you begin allow time to gather records of income earned during the
previous calendar year. Gather all of the following that apply to you:
• Your social security card and driver’s license or state ID
• W-2 forms or other records of income earned
• Your federal income tax and your spouse’s if you are married;
• Your parent’s federal income tax returns;
• Records of other untaxed income received , such as welfare benefits (TANF),
Social Security benefits, child support received, payments to IRA’s/401(k)s,
• Current bank statements and records of stocks, bonds, or other investments;
• Business or farm records, if applicable.
• Your alien registration number (if you are not a US Citizen.)
Additional worksheets to help complete the FAFSA can be found at
http://www.fafsa.ed.gov/worksheet.htm
DON’T FORGET: With a Pin you can quickly file online.
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Expected Family Contribution
The amount students and their families can be expected to contribute toward the year’s college expenses
is also known as the EFC
For dependent students, their EFC will take into account:
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Their income and their parents income
The current net value of their assets and their parent’s assets
The age of the oldest parent living in household
The number of family members in the household
The number family members other than parents in college in the coming year
Their state of legal residence
Their parent’s state of legal residence
For independent students their EFC will take into account:
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Their income and assets and if married, their spouses income and assets
The number of children and other dependents in their family
The number of family members attending college during the coming
academic year.
Their state of legal residence.
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Dependent or Independent?
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Whether you're a dependent or an independent student will determine whose financial aid
information you’ll need to report on the FAFSA and the types and amounts of aid that you may be
eligible to receive.
You're considered an independent student if at least one of the following situations describes you Not whether you live on your own, or if your parents no longer lists you as a dependent on their tax
return or feel its not their responsibility to help you pay for college.
– You were born before January 1, 1987
– You’ll be working on a master's or doctorate degree or graduate certificate in the fall of 2010
– You’re married as of the date that you complete the FAFSA.
– You have children who receive more than half their support from you.
– You have dependents other than your spouse or children who live with you and receive more
than half their support from you.
– You have no living parent (biological or adoptive ) when you were age 13, or older even if you
are now adopted.
– You are or were in foster care or were a ward or dependent of the court at any time when you
were 13 or older (even if you aren’t any more).
– You're an emancipated minor or are in legal guardianship as determined by the court in your
state of legal residence.
– You're a self-supporting unaccompanied youth who is homeless or at risk of homelessness.
– You’re a veteran of the US Armed Forces (or will be a veteran as of Jun30, 2011) or you
attended a service academy and were released under a condition other than dishonorable.
– You’re currently serving on active duty (other than training ) in the US Armed Forces.
In unusual circumstances a college financial aid officer can make a professional judgment concerning
a student’s dependency status on a case by case basis and each student’s file must contain appropriate
documentation of the student’s extenuating circumstances.
In such circumstances a student may be required to submit a letter from a professional , a counselor ,
pastor, or psychologist as well as a personal statement of their unique situation.
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Professional Judgment for Overriding Dependency Status
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Dependency status is determined by specific criteria and can be changed only by a
financial aid administrator (FAA) in unusual circumstances.
Students can not be determined to be independent just because
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The parents for privacy reasons do not want to provide financial information.
The parents don’t feel it’s their responsibility to provide their children assistance
The parents no longer claim their child as a dependent on their taxes.
The student no longer lives at home.
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Students should contact the FAA if
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– Student has no contact with parents and does not know their whereabouts.
– The student left home due to an abusive situation that can be documented
FAA can make adjustments on FAFSA which reflect special financial circumstances
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Family has large medical bills not covered by insurance.
Family is paying unusually high elementary/secondary school tuition
The student/parent has recently lost his/her job
FAA is required to assess situations on a case by case basis and make changes based on special
circumstances that the student can appropriately document. The FAA is not required to adjust
dependency status or financial elements on the FAFSA. The FAA decision in this regard is final and
can not be appealed to the Dept of Education
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Which parent’s financial information should you use on your FAFSA
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It doesn’t matter who claimed you as a tax exemption. For divorced or
separated parents: Give answers for the parent that you lived with the most
during the past 12 months. ( If you didn’t live with one parent more than with
the other, then answer for the parent who provided more support during the
past 12 months.) If your parent is widowed or single, answer the question
about that parent. If your widowed parent has remarried as of the day you
complete the FAFSA, answer the questions about that parent and the person
your parent married (your stepparent).
If you don’t know where your parents are or you left home due to
irreconcilable differences , let your high school counselor or college financial
aid office know.
For the FAFSA, the following people are not your parents unless they have
adopted you: foster parents, legal guardians or older brothers or sisters. (For
the education level question, answer for your biological or adoptive parents
only)
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Are You Eligible?
To qualify for a Cal Grant you must:
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Submit the FAFSA and your verified Cal Grant GPA by the deadline (March 2, 2010)
be a U.S. citizen or an eligible noncitizen ( your parents don’t need to be)
be a California resident
meet any minimum GPA requirements
have a Social Security number
attend a qualifying California college
not have a bachelor’s or professional degree (except for the Cal Grant extended awards
for a teaching credential program.
• have financial need based on your college costs and your EFC
• have family income and assets below the maximum levels
• be in a program leading to an undergraduate degree or certificate
• be enrolled alt least half time
• have registered with US Selective Service (males 18-25)
• not owe a refund on a state or federal grant, or be in default on a student loan
2.0 GPA & 2 Forms
& 1 Deadline = Up to $9,700
Minimum
FAFSA
March 2
Annually
GPA Verification
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•
The Cal Grant Guarantee
Don’t miss out How to apply for a Cal Grant
You’re guaranteed to receive a Cal Grant award if
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are a high school senior
meet all the requirements
have financial need*
apply by March 2
graduate from a California high school
Financial need is determined by
whether your family falls under
established income and asset limits
When can you apply?
• In your senior year
• Within one year after graduating from
high school or receiving your GED
• As a a California Community College
student if you meet the requirements
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Cal Grants awards are based on full time attendance so
if you attend less than full time, your award may be
reduced. To receive your cal grant, you must be enrolled
at least half time (at least 6 semester units or its
equivalent)
 Submit the FAFSA as soon as
possible starting January 1 and no
later than the postmark (or
electronically transmitted) deadline
of March 2
 Submit your verified Cal Grant
GPA (or GED,SAT or ACT under
some circumstances) by the March 2
deadline.
If you’re a high school senior, you
must apply for a Cal Grant
Entitlement award between Jan 1
and March 2 of your senior year or
by March 2 of the year after you
graduate or receive your GED
If you plan to attend a
California Community College in
the fall, you have a second deadline
of September 2. However you
should try to meet the March 2
deadline because there are a limited
number of cal grant awards available
to students who apply in the fall. 16
California Residency
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Unmarried students under age 18 are legal California residents if a parent is a legal California resident as
of the application deadline for a state aid program, or they have lived in California for two years with a
responsible nonparent adult who is a legal California resident as of the application deadline
Students whose parents are living out of the country are considered California residents if
– They are under the age of 18 and have been living under the direct care and control of a California
resident for at least two years as of the application deadline for the state aid program or
– Their parents have maintained their California residence during their absence from the state or
– One of their parents is in the US Armed Forces, stationed in California and on active duty as of the
first day of their college class.
All married students, regardless of their age and all unmarried students 18 years or older must establish
their own residency. If students will be 18 years of age or older as of the application deadline for the
state aid program, they must have lived in California for at least one year immediately before this date to
be considered a California resident.
The above information provides a general framework of reference. Contact Local College for
updated information since above information can change and residency is determined at the
campus level.
Additional information can be obtained at http://www.cpec.ca.gov/CollegeGuide/Residency.asp
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Cal Grants and the High School Exit Exam
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The high school exit exam or CAHSEE is a requirement for most California
public high school students who graduated during or after the 2005-2006
school year. If the CAHSEE was required for you to graduate, you must have
passed the exam to qualify for a Cal Grant. If you graduated before the
CAHSEE went into effect, you may qualify for a Cal Grant Transfer
Entitlement Award or a Cal Grant competitive award without having to pass
the CAHSEE.
If you’re a high school senior you have until December 31 of the award year to
complete your high school graduation requirements and be considered for a
Cal Grant Entitlement award. If you meet this deadline and all other cal grant
Requirements, -- you can start receiving your Cal Grant benefits the next
school term.
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Academic Competitive Grant and the FAFSA
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Academic Competitiveness Grant (ACG)
The Academic Competitiveness Grant was made available for the first time for the 2006-2007
school year for first-year college students who graduated from high school after January 1, 2006,
and for second-year college students who graduated from high school after January 1, 2005.
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How Much Can a Student Receive?
An Academic Competitiveness Grant provides $750 for the first year of study and $1,300 for the
second year. Note: The amount of the ACG, when combined with a Pell Grant, may not exceed the
student's cost of attendance. In addition, if the number of eligible students is large enough that
payment of the full grant amounts would exceed the program appropriation in any fiscal year, then
the amount of the grant to each eligible student may be ratably reduced.
Recognized Rigorous Secondary School Programs of Study
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For qualifying for an ACG, any one of several programs meet the "rigorous secondary school program
of study" requirement:
The best alternative for preparing Alt Ed students to meet the criteria is outlined in point 5.
This program of study requires passing grades in the following:
– Four years of English;
– Three years of math (including Algebra I and a higher level course such as Algebra II,
geometry, or data analysis and statistics);
– Three years of science, including one year each of at least two of the following courses:
biology, chemistry, and physics;
– Three years of social studies; and
– One year of a language other than English.
– Further updated information can be found at
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http://studentaid.ed.gov/PORTALSWebApp/students/english/AcademicGrants.jsp?tab=funding
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ATB TEST
A path to Federal Financial Aid for those without a HS Diploma
Ability to Benefit (ATB)
In December 1990 the US Department of Education issued a policy requiring the testing of students who did not possess a high
school diploma or a GED (General Educational Development) credential but who wished both to: 1) enroll in post secondary
education, and 2) apply for federal financial aid. Passing an appropriate test at the specified level would indicate that the candidate
has sufficient "ability to benefit" (ATB) from post secondary education and consequently that the application process for federal
financial aid could begin.
To be eligible for federal financial aid, a student must:
Be a U.S. citizen or eligible non-citizen
Have a valid Social Security number
Be in compliance with Selective Service registration (male students only)
Have "financial need" as determined by Federal methodology need analysis
Have one of the following as part of his/her educational preparation:
high school diploma; OR
General Educational Development (GED) certificate; OR
take the Ability-to-Benefit (ATB) test and obtain a passing score - call the Financial Aid Office for further information
ABILITY TO BENEFIT (ATB) for Financial Aid Qualification at Cabrillo College
These tests will assist you in qualifying for Financial Aid. The tests will show the federal government that you have the
ability to benefit from college courses.
Requirements:
Picture ID
Know your social security # or Cabrillo College ID #
Sorry, you must make your own arrangements for childcare.
To schedule an Appointment:
Call the Assessment Center at 477-3516
Further information is available at http://www.cabrillo.edu/services/assessment/EnterTitleAbilitytoBenefit.htm
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In-State Tuition For Undocumented Students
California’s AB540 allows qualifying students
including undocumented immigrant students to
pay in-state tuition fees at public colleges and
universities.
Who qualifies for AB 540
Students must meet all the following requirements
1. Attend a California high school for 3 or more years
2. Graduate from a California High school or receive
the equivalent of a high school diploma such as a GED
or CHSPE
3. Be registered or currently enrolled in one of the three
state institutions of higher learning ( UC , CSU, or
California Community College)
4.If students are undocumented immigrants they must
file an affidavit with the college or university stating that
they meet the law’s requirements and will file an
application to adjust their immigration status as soon as
possible.
(All of the information submitted to a college or
university including the AB540 affidavit is protected by
federal and state law and must be kept
CONFIDENTIAL
Financing Education for AB 540 students
1. Donations from teachers ,principals, etc.
many people are willing to help support you.
Don’t be afraid to ask
2. Scholarships: undocumented students are
eligible for many private scholarships. For
scholar ship information check out:
http://www.dreamactivist.org/faq/education/scho
larships/
3. This is a valuable attachment that includes
bay area scholarships:
EF4C_scholarships
4. Fundraisers can also be used
Know yours rights
Do not use false information in the
application process because it can jeopardize
your ability to adjust your immigration status
in the future
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California Chafee Grant
Free Money for foster youth for career or technical training or
college
• You may also be able to use your grant to pay for child
care, transportation, and rent while you are in school.
• You can use your Chafee grant at any eligible school as
well as schools in other states.
• To qualify you must :
– be a current or former foster youth
– Not have reached your 22nd birthday as of July 1 of the award year
– Have financial need
• For more information please check the California Chafee
Grant Web site at https://www.chafee.csac.ca.gov/
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California Chafee Grant for Foster Youth
If you are or were in foster care and have
financial need may qualify for up to $5,000
a year for career or technical training or
college. You don’t have to pay this money
back.
To qualify, you must be a current or former
foster youth and not have reached your 22nd
birthday as of July one of the awarding year.
The court must have established your
dependency when you were between the ages
of 16 and 19 ( Kingap youth, adopted youth,
guardian placement, and voluntary
placement may not be eligible for the Chafee
Grant ,unless court dependence was
established at anytime between the ages of
16 and 19. the California Department of
Social cervices will verify your foster youth
eligibility status.
In addition, you must have financial need .
Your school must report your financial need
by submitting a Needs Analysis Report.
Please refer to the following web site
http://www.chafee.csac.ca.gov/
Scholarships and Services for Foster Youth
The California Youth Connection at
www.calyouthconn.org offers information and
resources to help improve the lives of foster
youth. You will also find more information of
the Guardian Scholars programs which provide
scholarships for former foster youth at a
growing number of colleges (select “legislation”
then “resources” then “guardian Scholars”
Scholarships for foster youth are also available
through the Casey Family Scholars Program
which is administered by the Orphan
Foundation of America. For more information,
go to www.orphan.org
Some colleges also offer their own tuition
wavers and scholarships for foster youth
To learn more students can go to
www.fosteryouthhelp.ca.gov or call the
California Foster Care Ombudsman toll free at
I-877-846-1602
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FAFSA 2009: New Questions Pertaining
to Homeless and Foster Youth
Formerly consisted of a single question, and did not
address homelessness as explicitly.
Changes the lower age limit from 16 to 13.
New questions collect better information and introduce new
questions about verification.
Important for those working with foster youth to answer
these questions accurately!
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FAFSA 2009: Question 55
At any time since you turned age 13, were both your parents deceased, were
you in foster care or were you a dependent or ward of the court?
Answer Yes:
 If you had no living parent, biological or adoptive, when you were 13
years or older, even if you are adopted now.
Answer Yes:
 Were in foster care at age 13 years or older, even if you are not in
foster care today.
Answer Yes:
 Were dependant/ward of the court at 13 years or older, even if you
are no longer a dependant /ward today.
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FAFSA 2009: Questions 56 & 57
Are you or were you an emancipated minor as determined
by a court in your state of legal residence?
Are you or were you in legal guardianship as determined by
a court in your state of legal residence?
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FAFSA 2009: Questions 56 & 57
Answer Yes:
If you can provide a copy of a court’s decision that you are an emancipated
minor or are in legal guardianship. The court must be located in your state of
legal residence.
If you can provide a copy of a court’s decision that you were an
emancipated minor or were in legal guardianship immediately before you
reached the age of being an adult in your state. The court must be located in
your state of legal residence at the time the court’s decision was issued.
Answer No:
If the court order is no longer in effect or the court decision was not in effect
at the time you become an adult.
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FAFSA 2009 Questions 58, 59 & 60
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At any time on or after July 1, 2008, did your high school or school district
homeless liaison determine that you were an unaccompanied youth who
was homeless?
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At any time on or after July 1, 2008, did the director of an emergency shelter
or transitional housing program funded by the U.S. Department of Housing
and Urban Development determine that you were an unaccompanied youth
who was homeless?
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At any time on or after July 1, 2008, did the director of a runaway or
homeless youth basic center or transitional living program determine that
you were an unaccompanied youth who was homeless or were selfsupporting and at risk of being homeless?
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FAFSA 2009 Questions 58, 59 & 60
Answer Yes:
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If you received a determination at any time on or after July 1, 2008, that you
were an unaccompanied youth who was homeless or, for question 60, at risk of
being homeless
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Homeless means lacking fixed, regular and adequate shelter, including
living in shelters, motels, cars or temporary living with others
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Unaccompanied means you are not living in the physical custody of
your parents/guardian
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Youth means you are 21 yrs of are or younger or are still enrolled in high
school when signing this application
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FAFSA 2009 Questions 58, 59 & 60
Answer No:
 If you are not homeless, at risk of being homeless or if you do not
have a determination.
**You should contact your financial aid office for assistance if you do
not have a determination but believe you are an unaccompanied
youth who is homeless or are an unaccompanied youth providing for
your own living expenses who is at risk of being homeless.
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Homelessness Verification Letter
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high school or school district homeless liaison
emergency shelter or transitional housing
program funded by the U.S. Department of
Housing and Urban Development
director of a runaway or homeless youth basic
center or transitional living program
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CASH FOR COLLEGE WORKSHOPS AT CABRILLO
Refer to Cabrillo College Financial Aid Website for dates of
financial aid workshops at Aptos And Watsonville campuses.
A financial aid workshop will also be conducted at the SCCOE computer lab in late February by a Cabrillo
College Financial Aid Advisor. The workshop is tentatively scheduled for Tuesday, February 23, 2010 at
1:00 thru 3:00 PM. Further information will be sent via email.
Make sure you bring:
•Your social security card and driver’s license or state ID
•W-2 forms or other records of income earned
•Your federal income tax and your spouse’s if you are married;
•Your parent’s federal income tax returns;
•Records of other untaxed income received, such as welfare benefits (TANF), Social Security benefits, child support received,
payments to IRA’s/401(k)s,
•Current bank statements and records of stocks, bonds, or other investments;
•Business or farm records, if applicable.
•Your alien registration number (if you are not a US Citizen.)
•FILL OUT WORKSHEETS A, B, and C before you get started.
If you are graduating in Jan 2010 and starting school in February 2010 you will need to bring tax
records from the year 2008 in order to get financial aid covering the period from February thru June
30, 2010 in addition to your records for calendar year 2009 to cover the school year 2010--2011.
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