Office of Scholarships and Financial Aid
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Institutional Methodology 2017-2018

In an effort to accurately consider students for institutional grant funds, the UA's Office of Scholarships and Financial Aid (OSFA) uses Institutional Methodology (IM) for select groups of incoming students. Similar to Federal Methodology (FM), which is based on the Free Application for Federal Student Aid (FAFSA), IM determines a family's ability to pay for college costs but is more comprehensive than the FM calculation. The UA bases its IM calculation on a Resource Evaluation for three groups of incoming students listed below.

All students who complete and submit the FAFSA will be awarded federal financial aid based on the student's aid eligibility – Expected Family Contribution (EFC) as determined by FAFSA whether or not the Resource Evaluation is submitted.

Students are notified by invitation only if they should complete the Resource Evaluation for institutional grant fund consideration. Students should complete the Resource Evaluation only if OSFA has requested that they do so. If OSFA has not requested that the student complete the Resource Evaluation, the completion of this application will be of no benefit to the student.

Who will be asked to complete the Resource Evaluation

  • Arizona Residents

Students who meet the following criteria will be invited to complete the Resource Evaluation to determine Arizona Assurance eligibility. If chosen to be an Arizona Assurance Scholar, the student will receive additional institutional financial aid in addition to being eligible for certain academic support services.

o    Arizona Resident

o    Family income (wages or adjusted gross income) of $42,400 or below and be eligible for the Federal Pell Grant

o    Unweighted cumulative high school GPA of 3.0 or higher (on a 4.0 scale)*

o    Submit an application for admission and all required supporting materials to UA by March 1st

o    Complete the FAFSA by March 1st (UA code is 001083)

o    Enroll full-time at the UA directly after high school

  • Non-Arizona Residents

Students who meet the following criteria will be invited to complete the Resource Evaluation to determine eligibility for institutional grant funds:

o    Non-Arizona Resident

o    First time, full-time freshman or

o    Transfer student

o    Submit an application for admission and all required supporting materials to the University of Arizona by April 1st

o    Complete the FAFSA by April 1st

o    FAFSA EFC ≤ $40,000

Students will be notified of the invitation to complete the Resource Evaluation via:

  • Students' Next Steps Center
  • Students' UAccess Student Center To Do List
  • UA Email

Noncustodial Parent Resource Evaluation Requirement:

If the parents of the student are divorced/separated/never married or are living separately, the noncustodial parent will be asked to complete the Noncustodial Resource Evaluation (NCP). Students who are unable to complete the NCP may submit a Request for Waiver of Noncustodial Resource Evaluation. Students who believe they qualify for the waiver can complete it at: http://financialaid.arizona.edu/managing-my-aid/financial-aid-forms.

Important Dates/Deadlines:

Keep in mind the sooner all requested information is received, the sooner our office will be able to notify you of your institutional grant funds eligibility.

For the Arizona Assurance Scholars Program:

10/1/2016

1/1/2017

FAFSA application available

Resource Evaluation application available

3/1/2017

Complete UA Application submitted

Complete FAFSA submitted

3/31/2017

Complete Resource Evaluation submitted (with NCP application if necessary)

5/1/2017

Final deadline to submit the Noncustodial Parent Resource Evaluation or Request for Noncustodial Parent Waiver (if applicable)

Date by which rejected FAFSA must be cleared in order to be considered for the additional institutional grant funds

IRS Data Retrieval or Tax Transcripts must be submitted (if requested by OSFA)

8/20/2017

Priority Date for Appeals and housing changes

For nonresident institutional grant funding

10/1/2016

1/1/2017

FAFSA application available

Resource Evaluation application available

3/31/2017

Complete UA application submitted

Complete FAFSA submitted

4/15/2017

Complete Resource Evaluation submitted (with NCP application if necessary)
Date by which rejected FAFSA must be cleared in order to be considered for institutional grant funds

5/30/2017

Final deadline to submit the Noncustodial Parent Resource Evaluation or request for Noncustodial Parent Waiver(if applicable)

Prior to Disbursements which begin in August

IRS Data Retrieval or Tax Transcripts must be submitted (if requested by OSFA)*

* The review of tax documents may change a student’s eligibility for aid. It is recommended that these are submitted in a timely manner to prevent any last minute changes or delays to aid.

How to Submit the Resource Evaluation

Directions to submit the Resource Evaluation will be provided to the student’s email.  

 

  • Office of Scholarships and Financial Aid, P.O. Box 210066, Tucson, AZ 85721
  • Phone: 520.621.1858
  • Fax: 520.621.9473