Special Condition Form 2022-2023

Special Condition Financial Aid Application for Parent(s) of Dependent Students
2022-2023 Academic Year

Please select the option that best identifies you.

Forms are available to enrolled and accepted students only. Please contact the Financial Aid Office at (570) 941-7701 or finaid@scranton.edu for additional information.

Student Information

First Name

Last Name

Royal ID (R followed by 8 Numbers)

Student's Email Address (please enter the email used on your application)

University of Scranton Email Address

Parent Information

Parent First Name

Parent Last Name

Parent's Email Address

Daytime Phone Number

If your family’s projected 2022 income will be significantly less than the 2020 tax data provided on the 2022-2023 FAFSA, you may complete this form for further consideration of your 2022-2023 financial aid. If you have questions concerning this matter, please contact the Financial Aid Office at (570) 941-7701. If you are unable to estimate the total income your family will receive from January 1, 2022 until December 31, 2022, at this time, keep this form until you can provide an accurate estimate. If the form is submitted after October 31, 2022, a copy of the 2022 tax return may be required.

University of Scranton requires W-2 Forms, Household Size Form, and may require third party verification of your financial changes. If Data Retrieval Tool was not used on the FAFSA, a signed copy of your parent(s)’/stepparent 2020 federal tax return or paper copy of 2020 IRS Return Transcripts will be required. Additional documents may be requested after initial review. If your parent(s) and/or stepparent have an interest in a corporation and/or partnership, you also need to submit copies of the most recent U.S. Partnership and/or Corporation Tax Return(s), including the completed balance sheet(s) and K-1 schedule(s). If you do not submit ALL of the requested 2020 tax documents, University of Scranton will be unable to give further consideration to your request for reduced income processing.

Provide the full names of the persons identified as Parent 1 and Parent 2 on your 2022-2023 FAFSA.

Full Name of Parent 1

Full Name of Parent 2

Please select the explanation(s) that describes the reason(s) your family's 2022 income will be reduced. (Check all boxes that apply.)

A - Death of Parent/Stepparent (death must have occurred AFTER original FAFSA was filed)

B - Permanent and total (unable to work again) disability of parent, or stepparent (must have occurred ON OR AFTER January 1, 2021)

C - Parent(s) and/or stepparent has retired, has been or will be unemployed, or has experienced a change in employment status which will result in an income reduction ON OR AFTER January 1, 2021

D - Sources of taxed or untaxed income, as reportable on the Free Application for Federal Student Aid (FAFSA), has ceased or been reduced; include business loss(es) here.

E - Separation/divorce of parents AFTER original FAFSA was filed

F - Other

A. Death of Parent/Stepparent (death must have occurred AFTER original FAFSA was filed).

Date of Occurrence

Relationship to Student

B. Permanent and total (unable to work again) disability of parent, or stepparent (must have occurred ON OR AFTER January 1, 2021).

Relationship to Student

Date of Occurrence (Parent 1)

Date of Occurrence (Parent 2)

C. Parent(s) and/or stepparent has retired, has been or will be unemployed, or has experienced a change in employment status which will result in an income reduction ON OR AFTER January 1, 2021.

Who has experienced the reduction in income?

Date of Occurrence (Parent 1)

Date of Occurrence (Parent 2)

D. Sources of taxed or untaxed income, as reportable on the Free Application for Federal Student Aid (FAFSA), has ceased or been reduced; include business loss(es) here.

Date of Occurrence

E. Separation/divorce of parents AFTER original FAFSA was filed.

Date of Occurrence

Parent with whom you now reside

F. Other

Date of Occurrence

Additionally, please provide an explanation detailing all reasons and date(s) your family's 2022 income will be significantly reduced.

Complete both of the sections (Gross Taxed and Untaxed) below with income (prior to exemptions, adjustments or deductions) your family expects to receive from January 1, 2022 until December 31, 2022. DO NOT LEAVE BLANKS; IF NONE, ENTER ZERO. Please do not give monthly amounts.

You must notify the Financial Aid Office at the University of Scranton immediately of any increase in your initial 2022 income estimate. Failure to immediately notify the University of Scranton of any increase to your family's income may result in cancelation of need based grants for which you or other members of your family were not entitled.

Total Expected 2022 Gross Taxed Income (Parent 1)

Wages, salaries, tips

Severance pay

Taxable portions of pensions, annuities, 401(K), and/or IRA Distributions

Taxable portions of interest and dividend income

Business or farm income

Capital gains

Net Income received from rents after expenses paid for mortgage interest, taxes, and insurance

Alimony which will be received

Unemployment Compensation (State and/or SUB)

Taxable portions of all Social Security benefits received

Any other taxed income

Total 2022 Gross Taxed Income

Total Expected 2022 Untaxed Income (Parent 1)

Payments to tax-deferred pension and savings plans (paid directly or withheld from earnings), including, but not limited to, amounts which would be reported on the W-2 forms in Boxes 12a through 12d, codes D, E, F, G, H, and S.

IRA deductions and payments to self-employed SEP, SIMPLE, Keogh and other qualified plans

Child support received for all children

Tax exempt interest income

Untaxed portions of IRA distributions

Untaxed portions of pensions

Housing, food and other living allowances paid to members of the military, clergy and others (including cash payments and cash value of benefits)

Veterans' non-education benefits such as Disability, Death Pension, or Dependency & Indemnity Compensations (DIC) and/or VA Educational Work-Study allowances

Other untaxed income not reported elsewhere, such as workers compensation, disability, etc.

Money received, or paid on your family's behalf (e.g., bills, living/college expenses, etc.) not reported elsewhere on this form

Total 2022 Untaxed Income

Total Expected 2022 Gross Taxed Income (Parent 2)

Wages, salaries, tips

Severance pay

Taxable portions of pensions, annuities, 401(K), and/or IRA Distributions

Taxable portions of interest and dividend income

Business or farm income

Capital gains

Net Income received from rents after expenses paid for mortgage interest, taxes, and insurance

Alimony which will be received

Unemployment Compensation (State and/or SUB)

Taxable portions of all Social Security benefits received

Any other taxed income

Total 2022 Gross Taxed Income

Total Expected 2022 Untaxed Income (Parent 2)

IRA deductions and payments to self-employed SEP, SIMPLE, Keogh and other qualified plans

Child support received for all children

Tax exempt interest income

Untaxed portions of IRA distributions

Untaxed portions of pensions

Housing, food and other living allowances paid to members of the military, clergy and others (including cash payments and cash value of benefits)

Veterans' non-education benefits such as Disability, Death Pension, or Dependency & Indemnity Compensations (DIC) and/or VA Educational Work-Study allowances

Other untaxed income not reported elsewhere, such as workers compensation, disability, etc.

Money received, or paid on your family's behalf (e.g., bills, living/college expenses, etc.) not reported elsewhere on this form

Total 2022 Untaxed Income

Check the boxes for any supporting documentation that you are uploading with the submission of this form.

Parent #1 (per FAFSA data) W-2 Statement(s) 2020

Parent #2 (per FAFSA data) W-2 Statement(s) 2020

Parent Signed Federal Tax Return 2020

Parent Amended Tax Return Tax Year 2020 (if applicable)

Additional Supporting Documentation

Upload a PDF of Parent #1 (per FAFSA data) W-2 Statement(s) 2020.

Upload a PDF of Parent #2 (per FAFSA data) W-2 Statement(s) 2020.

Upload a PDF of Parent Signed Federal Tax Return 2020.

Upload a PDF of Parent Amended Tax Return Tax Year 2020.

Upload a PDF of Additional Supporting Documentation.

You must notify the Financial Aid Office at the University of Scranton immediately of any increase in your initial 2022 income estimate. Failure to immediately notify the University of Scranton of any increase to your family's income may result in cancelation of need based grants for which you or other members of your family were not entitled.

Upon submission of this form, you will be immediately redirected to a signature page. Please print and sign the signature page and then upload a PDF as instructed.

Without the signature page, the Special Condition Financial Aid Application for Parent(S) of Dependent Students will be considered incomplete

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Special Condition Form 2022-2023

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