As explained in How Awards Are Determined, we calculate your Cost of Attendance Budget and financial need based on the data you report on your Free Application for Federal Student Aid (FAFSA). We use your budget to determine your financial need and the total aid that you can receive from all aid programs (including student loans). We use your financial need and the Expected Family Contribution (EFC) from your FAFSA to determine your eligibility for need-based aid programs.
The standard FAFSA application process accurately collects most of the data we need, but if you have any of the special situations outlined below, you must submit additional information to request adjustments to your cost of attendance budget and/or your Expected Family Contribution (EFC).
There are three main types of adjustments:
For all adjustments, visit our FAFSA page to review which tax year your FAFSA used. Most adjustments are relative to the data from that FAFSA tax year.
Most approved adjustments will increase your financial need by decreasing your Expected Family Contribution (EFC). Because aid funds are limited, even if your financial need increases, it may not increase enough for you to become eligible to receive additional aid.
To request adjustments for day care or private elementary and secondary tuition expenses, please visit Forms & Online Services, and submit the Day Care or Elementary / Secondary Tuition (PDF) form.
If you experienced any of the following changes, please visit Forms & Online Services, and submit the Special Conditions Form (PDF).
The FAFSA IRS Data Retrieval Tool works well for most aid applicants, but unfortunately, it uploads incorrect data if you had IRA distribution or pension rollovers on your federal tax return. The FAFSA instructions tell you to exclude the untaxed portion of IRA or pension rollovers, but the FAFSA IRS Data Retrieval Tool incorrectly includes the portion that should be excluded.
If you met all three conditions below, then you must correct your rollover data error by submitting a TU Verification Worksheet.
Follow the standard instructions on your worksheet. Students who were required to list parent data on their FAFSA, must submit the Dependent Student version. Students who were not required to provide any parent data, must use the Independent Student version. Both worksheets are available here.