Special Income Circumstances

Federal financial aid regulations specify that financial aid eligibility for is based on income earned in a previous tax year.  For example, 2017-2018 financial aid eligibility is based on income and tax information for calendar year 2015.  2018-2019 financial aid eligibility will require the use of 2016 tax return information. 

However, in some cases, like those listed below, a family's financial circumstances may have changed since the tax year information being used to complete the FAFSA.  You may request that we evaluate your need based on an estimate of your more current financial situation. Results from the FAFSA must be on file with the California Lutheran University Office of Financial Aid before a special circumstance can be considered.

Examples of circumstances that may be considered include:

  • Loss of Taxable/Untaxed Income (i.e. loss of employment of 8 weeks or longer, loss of social security or disability benefits, other significant reduction of income, etc.)
  • Separation or Divorce
  • Death of Parent or Spouse
  • Medical/Dental Expense (expenses paid and not covered by insurance)
  • One-time Income

Before you may request consideration for special circumstances, please speak with your Financial Aid Counselor. When evaluating your eligibility we will give full consideration to the information provided, however, it is not guaranteed that the changes to income will result in a change of Financial Aid eligibility.

Additionally, the Office of Financial Aid will consider a case of special circumstances for a family one-time only. Therefore, if a change is made to the student's eligibility as a result of special circumstances for the current academic year, the student may not be considered for that same special circumstance in any later academic years.

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