Beyond a change in income, will the Financial Aid office re-evaluate an "Opportunity Grant" if a student's high-school sibling moves from a public school to a private university mid-year
The Financial Aid office at Southern Methodist University (SMU) can reassess a student's Opportunity Grant eligibility if there are significant changes in the family's financial situation, such as a sibling's mid-year transition from a public school to a private university.
Impact on Financial Need
While the federal FAFSA formula does not automatically provide a sibling discount, SMU utilizes the CSS Profile to evaluate institutional grants. This profile allows for a more nuanced understanding of a family's financial circumstances, which may warrant a re-evaluation of aid based on the new educational expenses incurred by the sibling's enrollment at a private institution.
Re-evaluation Process
To initiate a review, students should:
- Contact the Mane Desk via email at manedesk@smu.edu or call 214-768-5555 to explain their situation.
- Request a Special Circumstances Form to formally document the changes.
- Prepare a detailed statement outlining how the sibling's enrollment impacts the family's ability to cover educational costs.
- Gather necessary financial documentation, such as the sibling's tuition bill.
- Submit the completed packet to ugfinaid@smu.edu or in person at the Laura Lee Blanton Building, Suite 101.
- Each appeal is reviewed on a case-by-case basis, and increased aid is not guaranteed.
- The CSS Profile and FAFSA must be renewed annually to maintain eligibility for the Opportunity Grant.