About the Financial Aid Division NEW: If you have questions about how to define your student income with regards to the Affordable Care Act, you can check out this helpful resource! Click HERE!
ALSO: If you missed SAO's Residency Workshop, you can check out our presentation here.
The Financial Aid & Residency Division provides guidance on matters
pertaining to financial aid as well as applications for state residency.
services include confidential advice and assistance filing for and appealing decisions related to financial aid and residency.
Please see below for information on how to handle financial aid and
conflicts. Do not hesitate to contact us if you need further assistance.
SAO will hold its semesterly Scholarship Workshop on October 17 at 7PM in Chinquapin (MLK Student Union). We hope to see you there!
Check out these great resources from the recent SAO Scholarship Event!
In order to apply for financial aid, you must fill out the Free
Application For Federal Student Aid (FAFSA). To continue to receive
financial aid, you must refile the FAFSA each year - the deadline to file
is early March. The FAFSA must be filled out in order to qualify for both federal financial aid and CalGrants.
Important Dates for 2012-2013 School Year
Please visit this page for important financial aid dates: http://bit.ly/FinAid12_13
If you are in need of immediate financial help, the Financial Aid Office
will grant you an emergency, interest free, loan up to a maximum of $650.
The loan must be repaid in full through the CARS
billing statement within 60 days. Emergency loans can be used for any unexpected expenses or to cover costs if there is a delay in the disbursement of a student's financial aid refund. For more information on Emergency Loans, visit:
Work-study amounts can be converted to loans if you decide that you do not
want to take a work-study job. However, it is more difficult to convert
loans to work-study as the money is allocated according to the initial
requests for work-study. If you are even marginally interested in
work-study, be sure
to check "yes" for the FAFSA question that pertains to your interest in
work-study. For more information on Work-study/loan conversions, visit:
If your school expenses are greater than the amount the Financial Aid
Office determines as the standard student budget, then you may appeal to
the Financial Aid Office for an increased budget. To do this, you must
document the need for an increased budget, such as increased rent or
living expenses. Consult the Student Advocate's Office for
assistance if you plan to file a budget appeal. To download the Student
Budget Appeal form,
Parent Contribution Appeals
If there is a significant change in your parent(s) income since the
previous year, you may appeal to the Financial Aid Office to change the
Expected Parental Contribution. Appeals can be made on the basis of
increased family medical expenses, loss of employment, or reduced income
for the upcoming year. Consult the Student Advocate's Office for further
assistance if you plan to file a parent contribution appeal. To download
the Parent Contribution Appeal form, visit:
Residency How to Establish California Residency for Tuition Purposes
To file for residency for tuition purposes, log into your Bearfacts account at bearfacts.berkeley.edu. Click on the second button which says "SLR - Statement of Legal Residence" and fill out the forms as stated. You can fill in the forms, save the information, and return to the SLR to make changes/updates before you submit the entire SLR. The last day to file for residency is the last business day prior to the beginning of the semester.
The following three requirements must be fulfilled before applying for residency.
1. Physical Presence
a. You must have been in the state of California for at least one year prior to the residency
determination date (determined by the Residency Office).
b. Any time spent outside of California for more than 21 cumulative days
will prevent you from being classified
as a resident.
c. You must be able to provide documentation to prove that you were
present in California during the academic year as well as all university
and breaks. The documentation can include receipts, bank statements,
credit card bills,
and housing contracts. The burden of proof is on you to demonstrate that
you were present (as opposed to the University having to prove that you
were NOT present).
You must prove to the Residency Office that you intend to make California your permanent home.
Ways to show intent are as follows:
a. Register to vote in California and vote in the elections;
b. Obtain a California driver's license within 10 days of coming to
c. Register any vehicles in California within 20 days of settling in
d. File California state income tax forms;
e. Transfer all accounts to a California bank or branch.
3. Financial Independence
FOR UNDERGRADUATES ONLY:
a. You must show that you have been financially independent for a minimum of 2 fiscal years prior to the
residency determination date.
You must prove that your income from work and financial aid exceeds your expenses for the
past two years.
You must show that no one (including parents, friends, fiancées, etc) helped to pay for the expenses
during the two year period. (Because of this, most students will pay out-of-state fees for two years
without any outside help except bank loans that you are the sole signer of).
You cannot be claimed on anyone's tax forms for those 2 years.
You must prove that you have been financially responsible for all of your expenses for the 2 years.
b. You must show self-sufficiency for the upcoming year.
If denied California residency by UCB's Residency Office, you have 45 days to appeal the decision to the
UC Office Of General Counsel. Please consult our office for further
assistance if you would like to appeal the decision of the Residency