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Professional Judgment. Charting the course. Professional Judgment - Definition. A Financial Aid Officers discretion to adjust a student’s reported information to account for special circumstances. 2 . Where the Law Allows PJ:. Dependant to Independent Student Status Calculation of EFC

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professional judgment

Professional Judgment

Charting the course

professional judgment definition
Professional Judgment - Definition
  • A Financial Aid Officers discretion to adjust a student’s reported information to account for special circumstances

2.

slide3

Where the Law Allows PJ:

  • Dependant to Independent Student Status
  • Calculation of EFC
  • Calculation of Cost of Attendance
  • Determination of Satisfactory Academic Progress
  • Denial / Reduction of FFEL (Direct Loan) eligibility
slide4

Where the Law Does NOT Allow PJ:

To directly adjust EFCTo change the Federal Methodology

To override independent to dependent status

basic rules of pj
Basic Rules of PJ
  • Case by case basis only for special circumstances
  • Valid only at school making decision
  • Students approval not needed
  • Must be documented
  • Cannot be used to discriminate against protected class
  • Submitted via paper or FAA Access or CPS Online

5.

special circumstances
Special Circumstances
  • Special Condition:Use the current, not base year, income
    • loss of employment / retirement / disability
    • separation or divorce
    • natural disaster
    • death of a parent or spouse

6.

is it reasonable
Is it Reasonable?
  • “Unreasonable” Judgments…..based upon reoccurring costs.
    • Vacation Expenses
    • Tithing expenses
    • Utilities
    • Credit Cards
    • Children’s allowances

7.

is it already considered
Is it already considered?
  • Income Protection Allowance (IPA)
    • 30% Food
    • 22% Housing
    • 9% Transportation
    • 16% Clothing and personal care
    • 11% Medical care
    • 12% Consumer consumption
dependency overrides
Dependency Overrides
  • Changing a dependant student to independent status
  • Can be used in abusive, or other extreme situations
  • Cannot be used in cases of:
    • Parents refuse to contribute to the student’s education;
    • Parents are unwilling to provide information on the FAFSA or for verification;
    • Parents do not claim the student as a dependent for income tax purposes;
    • Student demonstrates total self-sufficiency.

9.

parent refuses to fill out fafsa
Parent Refuses To Fill Out FAFSA
  • Student are not considered independent
  • No need based aid allowed – unsub Stafford only
  • Not a dependency override
  • Documentation needed (social worker, etc..)
  • Student still submits FAFSA, school must receive rejected form
  • If school decides no unsub, FAFSA must be resubmitted with parent info

10.

5 step process
5 Step Process
  • Get the facts
  • Know your limitations
  • Predict the possible outcomes
  • Make a decision
  • Documentation