Applying For Financial Aid
1. Application Process:
It is recommended that you complete the Free Application for Federal Student Aid in January of the year you plan to attend WVU. However, the deadline is March 1st in order to be considered an on-time applicant for financial aid. FAFSAs received by the federal processor after that date will be considered for Direct Student Loans and Pell Grants only. The quickest and most accurate way to apply is online using FAFSA on the Web at http://www.fafsa.gov. The FAFSA School Code for WVU’s Morgantown Campus is 003827.
If you need assistance completing the application you can obtain information from the experts at the Federal Student Aid Programs (1-800-4FED-AID), or you can call us at the WVU Mountaineer Hub at (304) 293-1WVU and we will be happy to assist you. Be sure to review the tips for special student populations on this page.
Once your application is processed by the Federal Processing Center, a notification will be sent to you either electronically (if you included an email address on the application) or by a paper Student Aid Report (SAR). If you listed WVU as a school to receive information (FAFSA School Code: 003827), we will electronically receive your information from the processing center and begin to determine your eligibility.
2: Verification of Application Information:
Federal regulations require WVU to select a certain number of applications for a review process called Verification. If your application is selected, you will be notified by our office through a written request for additional information. You will have 30 days to submit the required documents. Your financial aid will NOT be processed until all required documents are received. Alternatively, you can access any form that is requested by our office using the following instructions:
How to View Unsatisfied Requirements for Financial Aid:
- Log on to your MIX account at http://www.mix.wvu.edu
- Click on “STAR” tab at the top
- Click on “Click Here to Enter STAR”
- Click on “Financial Aid” (open in a new tab)
- Click on “Eligibility”
- Select the appropriate Aid Year
- Click on “Student Requirements” tab
If we have requested you to send a Tax Return Transcript, you must provide the information in one of three ways:
1.) Use the IRS Data Retrieval Tool that is part of the FAFSA on the Web. Go to FAFSA.gov, log in to the student’s FAFSA record, select “Make FAFSA Corrections”, and navigate to the Financial Information section of the form. From there, follow the instructions to determine if you are eligible to use the IRS Data Retrieval Tool to transfer IRS income tax information onto the student’s FAFSA. You can find more information about this option from the US Department of Education’s FAFSA Help Screen for the IRS Data Retrieval Tool.
2.) Obtain an IRS Tax Return Transcript online as follows:
– Go to the IRS Get Transcript webpage, or call 800-908-9946.
– Make sure you order the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.”
– You will need to use your Social Security Number, date of birth, and address on file with the IRS.
3.) Request your tax return transcript using your smartphone with the free IRS2Go mobile app:
– Download IRS2Go for Android devices from the Google Play Store or IRS2Go for iOS from the App Store:
NOTE: It takes up to two weeks for IRS income information to be available for electronic IRS tax return filers, and up to eight weeks for paper tax return filers. If the parents are married, and they filed separate tax returns, then you must obtain a separate IRS Tax Return Transcript for each parent. A copy of a paper tax return prepared by filer or tax preparer will not be accepted.
3. Financial Hardship:
Students often find the information they provided on the Free Application for Federal Student Aid does not give a realistic reflection of their ability to provide financial support. As such, students may choose to submit a Review of Financial Hardship Form to our office for further consideration.
There are limitations to hardships the U.S. Department of Higher Education will allow financial aid administrators to consider. To remain equitable, our office will review all applications on a case-by-case basis.
The following conditions may be considered:
- Loss of Employment/Reduction of Income
- Death of Parent/Spouse
- Reduction/Loss of Child Support
- Healthcare and Dental Expenses Out of Pocket, Paid in Full
- One-time Income Used for Essential Items
The following conditions generally are not considered:
- FAFSA resulted in a 0 Expected Family Contribution (EFC)
- Loss of overtime or bonus
- Bankruptcy, foreclosures or collection costs associated with outstanding debts
- Consumer debt (credit cards, car payments, loans, etc.)
- Payments on back taxes owed to the IRS
- Debt forgiveness that reflects as income on a tax return
- Lottery or gambling winnings or losses
- One-time income used for non-life essential items (e.g. family vacation)
Submission of the Review of Financial Hardship Form and supporting documentation will result in one of the following outcomes:
- No change
- Reduced EFC but no change in financial aid offer
- Reduced EFC and adjustments made to federal loans
- Reduced EFC and adjustments made to state and/or federal grants
- Reduced EFC and adjustments made to state and/or federal grants and federal loans