Fund Your Future
COLLEGE CAMPUS FINANCIAL
AID AND SCHOLARSHIP OFFICE:
A college campus may establish an on-campus business
office, financial aid office, or debit card account for tracking
your student financial aid information.
*Middle Class Scholarship award information
is currently also available through UC or CSU.
CAL GRANT APPEALS
The most common reason a student submits a
Cal Grant Appeal is due to a late filing – missing
the March 2 deadline.
If you believe you qualify for a Cal Grant, have a valid reason
to appeal and would like your application reviewed again,
you may submit the Cal Grant Appeals Form or a written
letter to the Commission requesting a review of your Cal
Grant status. Your appeal should state the reason you are
requesting a review of your Cal Grant status and include any
relevant supporting documentation.
The Commission may not be able to overturn the denial. You
will need to work with your college or high school because
you will need certification from your school verifying your
request to correct any errors.
If you are applying for a Competitive Cal Grant award (you’re
not a current high school senior or a recent graduate) and
you received a disqualification letter, you’ll need to reapply
next year unless you’re planning to attend a California
community college in the fall. If you’ll be attending a
community college in the fall, correct your Student Aid
Report before the Cal Grant September 2 deadline.
If you don’t qualify for a Cal Grant this year, you are
encouraged to apply again next year.
The Commission will not make professional judgments
on financial information or decisions regarding your
dependency status. If you feel that your financial information
or dependency status should be re-evaluated, please see
your school financial aid office to discuss professional
judgment. The Commission will only accept financial
corrections or changes to dependency status directly from
In addition, the Commission does not review any problems
with federal or school-based aid or loans. You should contact
your school’s financial aid office for questions or problems
regarding other financial aid. Questions regarding your
student loans should be directed to your lender.
FEDERAL TAX INCENTIVES
The American Opportunity Tax Credit (AOTC) allows you
to claim up to $2,500 per student per year for qualified
educational expenses in the first four years of college. Up to
$1,000 of the credit can be refunded if your credit is more
than you owe in taxes. For more information, visit:www.irs.gov/publications/p970/ch02.html .
The Lifetime Learning Credit allows you to claim up to
$2,000 per tax return for tuition, fees, and other qualified
educational expenses. Unlike the AOTC, this credit is
limited to the amount of tax you owe, so it is not refundable.
Also unlike the AOTC, there is no limit of years this credit
can be claimed. For more information about these and
other tax benefits for education, please visitwww.irs.gov/ publications/p970/ch03.html .