TEXAS A&M UNIVERSITY - CORPUS CHRISTI
OFFICE OF STUDENT FINANCIAL ASSISTANCE
2014-2015 SPECIAL CIRCUMSTANCES FACT SHEET
The Free Application for Federal Student Aid (FAFSA) allows families to provide a snapshot of their income and assets that is
used to determine your financial aid eligibility and package. Using this information all students undergo a consistent evaluation
of the family’s ability to pay for the direct costs of attending school. However, for some students this snapshot does not reflect
their current financial situation. As a result, the U.S. Department of Education has given financial aid administrators limited
authority to re-evaluate individual circumstances to help create a more appropriate financial aid award package. Below is a
checklist of circumstances under which adjustments to your financial aid eligibility may be considered.
If you were required to report parental information on the FAFSA:
 Since applying for aid, has your parent or stepparent lost his or her job for at least 10 weeks in 2014?
 Since applying for aid, has your parent or stepparent been unable to work and earn money in the usual way due to a
disability or natural disaster for at least 10 weeks in 2014?
 Did your parent or stepparent receive unemployment compensation or some untaxed income or benefit (such as
court ordered child support or income or benefits from a public agency) in 2013? If so, have they lost that benefit
for at least 10 weeks in 2014?
 When you completed your FAFSA, were your parents married? Are they now legally separated or divorced?
 Has one of your parents died since you completed the 2014-2015 FAFSA?
 Have your parents incurred other non-discretionary expenses (expenses not associated with lifestyle or personal
choice) which are a financial obstacle to attending school? Expenses such as private school tuition for a child with
special education or medical needs, excessive medical costs not covered by insurance or reimbursed by another
source or care for an elderly dependent parent will be considered as reduction of income. Expenses related to
personal living such as wedding expenses, credit card bills, home mortgage, school loan payments, car payments,
legal expenses or other miscellaneous consumer item expenses will not be considered for reduction of income.
If you were not required to report parental information on the FAFSA:
 Since applying for aid, have you lost your job for at least 10 weeks in 2014?
 Since applying for aid, did your spouse lose his or her job for at least 10 weeks in 2014?
 Since applying for aid, have your or your spouse been unable to work and earn money in the usual way due to a
disability or natural disaster for at least 10 weeks in 2014?
 Did your or spouse receive unemployment compensation or some untaxed income or benefit (such as court ordered
child support or income or benefits from a public agency) in 2013? If so, have that benefit been lost for at least 10
weeks in 2014?
 When you completed your FAFSA, were you married? Are you now legally separated or divorced?
 Has your spouse died since you completed the 2014-2015 FAFSA?
 Did you incur other non-discretionary expenses (expenses not associated with lifestyle or personal choice) which are
a financial obstacle to attending school? Expenses such as private school tuition for a child with special education or
medical needs, excessive medical costs not covered by insurance or reimbursed by another source or care for an
elderly dependent parent will be considered as reduction of income. Expenses related to personal living such as
wedding expenses, credit card bills, home mortgage, school loan payments, car payments, legal expenses or other
miscellaneous consumer item expenses will not be considered for reduction of income.
If you answered yes to any of these questions, you may qualify for re-evaluation of your financial aid eligibility. Please complete
the appropriate section(s) of the 2014-2015 Special Circumstances Application that pertain to your individual situation. DO NOT
LEAVE ANY BLANKS. PLEASE ENTER ZERO IF THE AMOUNT IS ZERO. Forms submitted with fields left blank will be returned as
incomplete. Please allow 3 -4 weeks for processing.
Mail the completed application to:
Texas A&M University-Corpus Christi
Office of Student Financial Assistance
6300 Ocean Drive, Unit 5772
Corpus Christi TX 78412-5772
361-825-6095 FAX
SPECCR
TEXAS A&M UNIVERSITY - CORPUS CHRISTI
OFFICE OF STUDENT FINANCIAL ASSISTANCE
2014-2015 SPECIAL CIRCUMSTANCES APPLICATION
Name
Student ID
A
Phone No.
STEP 1: Please check the circumstance which best applies to your situation.
□
Termination. Complete the Income Worksheet on page 3 of this form.
Provide documentation from former employer confirming effective date of termination. Submit copy of last
paycheck stub from previous job showing year-to-date earnings. In addition, you must submit a copy of most
recent paycheck stub from current job, if applicable. Submit signed copies of your (Independent) or your
parent’s (Dependent) 2013 income tax transcript and an Institutional Verification Form.
□
Disability. Complete the Income Worksheet on page 3 of this form.
Attach medical documentation of disability with the effective date of the disability. In addition, you must
provide official documentation of earnings to date with this application (final pay stub, employer’s statement,
etc.), signed copies of your (Independent) or your parent’s (Dependent) 2013 income tax transcript and an
Institutional Verification Form.
□
Layoff. Complete the Income Worksheet on page 3 of this form.
Provide an official letter from employer stating the effective date of the layoff and anticipated return. In
addition, you must provide official documentation of earnings to date with this application (final pay stub,
employer’s statement, etc.), signed copies of your (Independent) or your parent’s (Dependent) 2013 income tax
transcript and an Institutional Verification Form.
□
Reduced employment. Complete the Income Worksheet on page 3 of this form.
Submit copy of last paycheck stub showing year-to-date earnings. Submit signed copies of your (Independent) or
your parent’s (Dependent) 2013 income tax transcript and an Institutional Verification Form. Note: quitting
your job or reducing your hours to attend school is not considered a special circumstance, but a lifestyle choice
and do not qualify for a special circumstance.
Divorce/Separation: Complete the Income Worksheet on page 3 of this form.

Since applying for financial aid, you and your spouse (I) or your parent’s (D) have become divorced or separated.
Submit legal separation papers, verification letter from attorney, or divorce decree. Provide documentation of
any child support/alimony to be received per month, copy(ies) of 2013 W-2 (s), a copy of 2013 income tax
transcript and an Institutional Verification Form.
Death of Spouse/Parent: Complete the Income Worksheet on page 3 of this form.

Since applying for financial aid, your spouse (I) or a parent (D) is no longer living. Provide documentation of the
date of death, copy(ies) of 2013 W-2 (s), a copy of 2013 income tax transcript and an Institutional Verification
Form.
Loss of Unemployment Compensation or Workers Compensation Benefits: Complete the Income Worksheet on page 3
of this form.
Provide documentation from the unemployment office stating start and end dates and benefit amount or
submit a letter from Bureau of Workers Compensation stating start and end dates and benefit amount. You
must also submit signed copies of your (Independent) or your parent’s (Dependent) 2013 income tax transcript
and an Institutional Verification Form.
One-Time Income: Complete the Income Worksheet on page 3 of this form.

Submit documentation identifying the source of income, how the funds were spent, and the amount of
remaining funds if any. Submit receipts, if applicable. Note: Winnings from gambling are not considered a
special circumstance.
Student’s Name: ______________________________________________ ID: A__________________________
STEP 2: 2014 Income Worksheet
Do not leave any blanks - worksheet must be completed.
Source: You must provide documentation of ALL sources of income, e.g. last pay stub,
statement from employer, Social Security statement, etc.
Actual
1/1/13 - Today
Estimated
Today -12/31/14
Total
Actual +
Estimate
Expected 2014 income earned from work by student
Expected 2014 income earned from work by spouse (I)
Expected 2014 income earned from work by father (D)
Expected 2014 income earned from work by mother(D)
Other taxable income: Include dividends, interest, pensions, annuities, alimony,
unemployment compensation, capital gains, etc.
Social Security Benefits
Temporary Assistance to Needy Families (TANF)
Child Support
Other untaxed income: welfare benefits, earned income credit, etc.
TOTAL Estimated 2014 INCOME
STEP 4: Certification
I (we) certify that the information provided on this form, and the accompanying documentation, is true and complete to the best of my (our)
knowledge. I (we) agree to provide additional proof of the information that I (we) have given on this form if requested by the Office of
Student Financial Assistance. I (we) understand that if I purposely provide false or misleading information on this worksheet I (we) can be
fined, sentenced to jail, or both. I (we) understand that if I (we) do not provide requested documentation, my Special Circumstances
Application will not be processed.
Student’s signature
Date
Spouse’s signature (I)
Date
Parent’s signature (D)
Date
For office use only
Prior year special circumstances:  Yes
 No
 Special Circumstances Approved
 Special Circumstances Denied
VERIFY
TEXAS A&M UNIVERSITY-CORPUS CHRISTI
Office of Student Financial Assistance
2014-2015 Institutional Verification Form
Name:
Student ID: A
Phone No.
Section A: Family Information
Dependent List the people in your parent(s)’ household including:
- yourself and your parent(s) (including stepparent) even if you don’t live with your parents;
- your parent’s other children, even if they don’t live with your parent(s), if (a) they will provide
more than half of their support from July 1, 2014 through June 30, 2015, or (b) if the children
would be required to provide parental information when applying for Federal Student Aid; and
- other people only if they now live with your parents, and your parents provide more than half of
their support and will continue to provide more than half of their support from July 1, 2014
through June 30, 2015.
Independent List the people in your household including:
- yourself and your spouse if you are married;
- your children if you will provide more than half of their support from July 1, 2014 through June
30, 2015, even if they don’t live with you; and
- other people only if they now live with you and you provide more than half of their support and
will continue to provide more than half of their support from July 1, 2014 through June 30, 2015.
Full Name
Missy Jones (example)
Age
Relationship
18
Sister
Self
Name of College that this person
will attend during the 2014-2015
academic year
Central University
Will be Enrolled
at Least Half
Time
Yes
 Check this box if more space is needed and attach a list of these people, providing the same information as
above for each person.
Student’s Name: ______________________________________________ ID: A__________________________
Section B: Student’s Income Information to Be Verified – to be completed by all students
1. TAX RETURN FILERS - Important Note: The instructions below apply to the student and spouse, if the student is
married. Notify the financial aid office if the student or spouse filed separate IRS income tax returns for 2013 or had
a change in marital status after the end of the 2013 tax year on December 31, 2013. If you have filed, or will file, an
amended 2013 IRS tax return, contact the financial aid administrator before completing this section.
The student has used the IRS Data Retrieval Tool in FAFSA on the Web to retrieve and transfer my (and if
married, my spouse’s) 2013 IRS income information to my FAFSA, either on the initial FAFSA or when making a
correction to the FAFSA. TAMUCC will use the IRS information transferred into the student’s FAFSA to complete
the verification process. You do not need to provide a tax transcript.
The student was unable to or choose not to use the IRS Data Retrieval Tool in FAFSA on the Web. I will submit
to the school a copy of my 2013 IRS tax return transcript—not a photocopy of my income tax return. If you are
married and you and your spouse filed separate 2013 tax returns, you must submit tax return transcripts for both
you and your spouse. IRS tax return transcript(s) must be submitted with this worksheet. If your IRS tax return
transcript(s) is not submitted with this worksheet, verification of your application cannot be completed and the
processing of your financial aid award package will be delayed.
2. TAX RETURN NONFILERS—Complete this section if you, the student (and, if married, your spouse), will not file and
are not required to file a 2013 income tax return with the IRS. Note: We may require you to provide documentation
from the IRS that indicates a 2013 IRS income tax return was not filed with the IRS.
Important Note: If you are single and earned more than $9,750 in 2013 or married and earned more than
$19,500 in 2013, you are required to file an income tax return. You must submit a copy of your IRS tax return
transcript with this worksheet and complete question 1 above.
Check the box that best applies:
The student (and, if married, my spouse) was not employed and had no income earned from work in 2013.
The student (and, if married, my spouse) was employed in 2013 and has listed below the names of all the
employers, the amount earned from each employer in 2013, and whether an IRS W-2 form is attached. Attach
copies of all 2013 IRS W-2 forms issued to you (and, if married, to your spouse) by employers. List every
employer even if they did not issue an IRS W-2 form. If more space is needed, attach a separate page with the
student’s name and TAMUCC student ID number at the top.
Employer’s Name
Suzy’s Auto Body Shop (example)
2013 Amount Earned
$2,000.00(example)
IRS W-2 Attached?
Yes(example)
Section C: Parent’s Income Information to Be Verified— to be completed by Dependent Students Only
Note: The instructions below apply to each parent included in the household. Notify the financial aid office if the
parents filed separate IRS income tax returns for 2013 or had a change in marital status after the end of the 2013 tax
year on December 31, 2013.
1. TAX RETURN FILERS—Important Note: If your parent(s) have filed, or will file, an amended 2013 IRS tax return,
contact the financial aid administrator before completing this section.
Student’s Name: ______________________________________________ ID: A__________________________
My parents have used the IRS Data Retrieval Tool in FAFSA on the Web to transfer their 2013 IRS income
information to my FAFSA, either on the initial FAFSA or when making a correction to the FAFSA. TAMUCC will
use the IRS information transferred into the student’s FAFSA to complete the verification process. You do not
need to provide a tax transcript.
My parents were unable to or choose not to use the IRS Data Retrieval Tool. My parents will submit to copies of
their 2013 IRS tax return transcript(s)—not photocopies of their income tax return. If your parents are married,
but separate 2013 tax returns were filed, IRS tax return transcripts must be submitted for each parent. IRS tax
return transcript(s) must be submitted with this worksheet. If your IRS tax return transcript(s) is not submitted
with this worksheet, verification of your application cannot be completed and the processing of your financial aid
award package will be delayed.
2. TAX RETURN NONFILERS— Complete this section if your parent(s) will not file and are not required to file a 2013
income tax return with the IRS. Note: We may require you to provide documentation from the IRS that indicates a
2013 IRS income tax return was not filed with the IRS.
Important Note: If you are single and earned more than $9,750 in 2013 or married and earned more than $19,500
in 2013, you are required to file an income tax return. You must submit a copy of your IRS tax return transcript with
this worksheet and complete question 1 above.
Check the box that applies:
Neither parent was employed and had no income earned from work in 2013.
One or both parent(s) were employed in 2013 and have listed below the names of all employers, the amount
earned from each employer in 2013, and whether an IRS W-2 form is attached. Attach copies of all 2013 IRS W-2
forms issued to the parent(s) by employer(s). List every employer even if they did not issue an IRS W-2 form. If
more space is needed, attach a separate page with the student’s name and Social Security Number at the top.
Employer’s Name
Suzy’s Auto Body Shop (example)
2013 Amount Earned
$2,000.00 (example)
IRS W-2 Attached?
Yes (example)
Section D: Certification and Signatures
By signing this worksheet, I (we) certify that all of the information reported is complete and correct. I (we) understand
that if I (we) purposely provide false or misleading information on this worksheet I (we) can be fined, sentenced to jail,
or both. I (we) understand that forms submitted with fields left blank will be returned as incomplete. I (we) further
understand that I (we) may be asked to submit additional documentation to help clarify discrepancies.
Student Signature
Date
Parent Signature
(Only if Dependent)
Date
Mail the completed application and supporting documents to:
Texas A&M University-Corpus Christi
Office of Student Financial Assistance
6300 Ocean Drive, Unit 5772
Corpus Christi TX 78412-5772
361-825-6095 FAX