Family Contributions Review for Parental and/or Student Contribution

Financial Aid and Scholarships provides a Family Contribution Appeal regarding changes to a family's financial situation, based on new information submitted by the student. On exception, Financial Aid and Scholarships will review and consider changes to the student's available aid based on the information provided. Family Contribution appeals for 2021-22 will be made available in July.

Completing a Family Contributions Appeal is the process of allowing students/families to address income changes in the current calendar year, versus the previous year. The income change may result in a revision to the Expected Family Contribution (EFC), and any change in the EFC will help our office determine whether a student becomes eligible for additional financial aid. Students/families can also get an estimate of these changes by using the UC Davis Net Price Calculator, which provides an estimate of the net price for an academic year at UC Davis.

Does your Student Aid Report reflect an Expected Family Contribution (EFC) of $0?
If so, you have already been offered the maximum amount of Financial Aid available at UC Davis. Submitting a Family Contribution appeal at this time cannot further decrease your EFC of $0, and therefore will not make a student eligible for additional financial aid. If a student's expenses exceed the estimated cost of attendance, then students can consider submitting a Documenting Additional Expenses appeal for additional federal loan options. 

CHANGES WARRANTING A REVIEW ARE LIMITED TO THE SPECIFIC SITUATIONS BELOW:

  • Layoff/Unemployment
  • Disability
  • Retirement
  • Death
  • Divorce/Separation
  • Child or spousal support
  • Out of pocket medical costs not covered by insurance from between January and December of the prior calendar year. Expenses must not exceed medical expenses as allowed by financial aid regulations.
  • Change in the number of family members in the household whom you or your parents provide more than 50% support.

Please allow 6-8 weeks for processing time as Family Contribution Appeals will be reviewed in the order received. You will be notified by Financial Aid and Scholarships when your appeal has been processed, or if any additional information is required.

Please note, if selected for verification, your appeal will not be reviewed until after verification has been completed.

Family Contribution Appeal Submission Instructions and Form

Family Contribution appeals for 2020-21 remain available but the following processing information is for the 2021-22 academic year.

PROCESSING TIMES

The review process will take 6-8 weeks.
Appeal review for these listed categories begin on July 15, 2021:

  • Disability
  • Retirement
  • Divorce/separation
  • Child or spousal support
  • Out-of-pocket medical
  • Death of a parent
  • Layoff/unemployment

Please note: The deadline for fall 2021 quarter tuition and fees is September 15, 2021. If your appeal request has not been processed in advance of this due date, you may submit a Deferred Payment Plan request through the Student Accounting office before the deadline of September 15, 2021.

DOCUMENTATION REQUIREMENTS

LOSS OF INCOME/RESOURCES:
As a result of layoff/unemployment, disability, retirement, divorce/separation, child or spousal support

The following documentation is required:

  • Complete signed 2020 tax return and all 2020 W-2s (REQUIRED for all appeals with changes in income)
  • Anticipated income for the remaining months of 2021
  • Three (3) most current earnings statements from each job held between January and December 2021
  • If laid off, letter of termination from employer and copy of final earnings statement
  • Notice of unemployment insurance award
  • Disability benefits eligibility letter
  • Retirement benefits statement
  • Divorce decree or statement of separation
  • Agency verification of loss or reduction of benefits
  • Court/legal documentation (child/spousal support) verifying date support ends

DEATH
Documentation required:

  • Death Certificate
  • Any information about income from death (i.e., life insurance, death benefits, pension plans)

OUT-OF-POCKET MEDICAL COSTS NOT COVERED BY INSURANCE
Medical expenses must be significant* and must have been paid by parents or students between January and December 2021.

Documentation required:

  • Receipts and/or billing statements from medical provider(s) that the family or student has paid out of pocket. Past due or unpaid bills are not accepted.
  • Itemized statement from insurance company documenting costs not covered by insurance.

Please complete and attach the Itemized Medical Expenses Form when submitting your appeal.

*Significant out-of-pocket medical expenses, as defined by the Department of Education, begin at $2,098 for a household of one parent with one student in college.

CHANGES IN THE NUMBER OF FAMILY MEMBERS
Include any changes to the number of family members. These family members must be someone for who you, or your parents, provide more than 50% support.

Documentation required:

  • Provide a detailed statement explaining the reason for the change.
  • List names, ages, relationships, and number in college.

How to Submit an Appeal

Appeal for the 2020-21 academic year remains available