Special Circumstance Form

Carroll College, Financial Aid Office

Deadline August 1, 2020

When you completed the 2020-2021 Free Application for Federal Student Aid (FAFSA), it provided us your financial situation at the time you completed the form. We know that sometimes there are special circumstances that are not reflected on the FAFSA. When appropriate and sufficient documentation is provided, it may be possible to take these circumstances into account through a process called Professional Judgement (PJ). Be aware that a PJ is performed at the discretion of each institution and does not guarantee an increase in financial aid.

Supply the following items for ALL requests:

  • A completed 2020-2021 Special Circumstance Form
  • A detailed, but concise narrative of the circumstances leading to the request (who, why, when)
  • Signed 2019 AND 2018 tax return transcript for your parent(s) and/or yourself. You can request a tax return transcript online at www.irs.gov or by calling 1-800-908-9946.
  • Copies of you and your parent’s (if dependent) 2019 AND 2018 W-2’s and schedules C and/or F of your Federal Income tax return, if applicable. If independent, include your spouse’s forms. 
  • Verification Worksheet (available on-line: http://www.carroll.edu/finaid/forms.cc)
  • Requested documentation pertaining to the specific circumstance (see below)

Additional Documentation Required:

  1. Your last pay stub
  2. Statement from previous employer indicating last day of employment
  3. If receiving unemployment compensation, a copy of your benefits determination

Additional Documentation Required:

  1. Enclose receipts and detailed listing of expenses already paid out-of-pocket and not reimbursed by insurance from January of the previous calendar year through the date of this request (please total all items).
  2. Schedule A of your two previous tax years 1040 tax form

Additional Documentation Required:

  1. Enclose official tuition statement/invoice reflecting actual charges paid/due for the 2019-2020 academic year reflecting financial aid awarded (net charges) along with canceled checks or documentation of tuition payments paid.

Additional Documentation Required:

  1. Copy of legal separation order or divorce decree
  2. Date of separation/divorce:____/____/____
  3. Documentation of expected child and/or spousal support payments

Additional Documentation Required:

  1. Copy of death certificate

Additional Documentation Required:

  1. Statement indicating nature of earnings
  2. Documentation to show what the funds were used for
  3. 1099-R or statement showing amount received

Additional Documentation Required:

  1. Written statement from appropriate agency showing loss of benefit and termination date

If you checked the first option above, please complete this income section and include documentation supporting your amounts. Please do your best to give estimates of the items requested below and submit the documentation to support these amounts. 

Taxable IncomeFather (for dependent students)Mother (for dependent students)StudentSpouse (if student is married)Remove action
Untaxed IncomeFather (for dependent students)Mother (for dependent students)StudentSpouse (if student is married)Remove action

We will carefully review your information, but remind you that even though results may lower the Expected Family Contribution (EFC) or raise the cost of attendance, it may not result in additional financial aid.

Make sure you return the following to the Financial Aid Office. Missing items will delay processing:

  • Submit this Special Circumstance Form
  • A detailed, but concise narrative of the circumstances leading to the request (who, why, when
  • Signed tax return transcripts for the two previous calendar years for your parent(s) and/or yourself. You can request a tax return transcript online at www.irs.gov or by calling 1-800-908-9946.
  • Copies of you and your parent’s (if dependent) W-2’s and schedules C and/or F of your Federal Income tax return for the two previous calendar years, if applicable. If independent, include your spouse’s forms.
  • Verification Worksheet (available on-line: Financial Aid Documents)
  • Requested documentation pertaining to the specific circumstance (detailed above when you selected the appropriate option).

All of the information provided by me or any other person on this form is true and complete to the best of my knowledge.
I understand this request may require further documentation and is subject to the professional judgment of the Carroll
College Financial Aid Office staff. Decisions are made an annual basis and on a case-by-case basis. Any decision is final
and applies only to Carroll College. Please note if you purposely give false or misleading information, you may be fined
$20,000, sent to prison, or both.

Use your mouse to draw your signature in the box below, or if you are visually impaired, please just type in your name, next to Signer Name below.

If student is a dependent, parent signature is required.

Use your mouse to draw your signature in the box below, or if you are visually impaired, please just type in your name, next to Signer Name below.

Parent signature not required for independent students
All required documentation must be mailed or faxed to Carroll College. (Address: 1601 N Benton Ave., Helena, MT 59625 or Fax: 406-447-5187) Do not email sensitive documents with SSN listed.
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