2025-2026 Dependency Override Request

2025-2026 Dependency Override Request
Name*

First NameLast Name
Student ID#:*
Date of Birth*

MonthDayYear
Date
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Under Federal law, your family is primarily responsible for paying for your college expenses. In very limited situations,
Federal law may allow us to consider a dependent student, as independent (for financial aid purposes) when unusual
conditions exist.

Examples of unusual conditions where you may be unable to provide parental data include:
- Your parents are incarcerated; or
- You have left home due to an abusive family environment; or
- You do not know your parents location, are unable to contact them, and you are not adopted.
The following DO NOT qualify as reasons for requesting a dependency change:
- You do not live with your parents or you are self-sufficient; or
- Your parents refuse to contribute to your college expenses; or
- Your parents do not want to provide their information on your FAFSA; or
- Your parents do not claim you (the student) as an exemption on their income taxes.
** Verification of your FAFSA information must be completed before adjustments can be made. Check your
eligibility requirements on your LOLA account to see which documents are required for verification, in addition to any request for additional information.
Select the reason for your Dependency Override Request:

If any of the following applies to your situation, please indicate below with a check mark. We will need to receive ALL listed information below before the request can be considered
Death of custodial parent and no contact with non-custodial parent.I no longer live with my parent(s) due to an unsafe home environment. (This may be due to physical or emotional abuse, as well as any drug or alcohol abuse.)Currently not living with parent(s). (This may be due to severe estrangement, abandonment, incarceration, or mental incapacity.)
Required Documentation:
- Typed and signed personal statement outlining the reason for an request, including specific information and
  dates
- Copy of student’s birth certificate
- 2025-2026 Household Verification Form
- 2023 IRS Federal Income Tax Return Transcript
- Copy of death certificates or obituaries
- At least two signed letters from third party (non-family member) who can verify your situation from
  personal knowledge. Professional references must be signed and listed on agency letterhead (law
  enforcement, guidance counselor, social worker, clergy, etc.) Personal references (family member)
  must be signed and notarized.
Required Documentation:
- Typed and signed personal statement outlining the reason for an request, including specific information and
  dates
- Copy of student’s birth certificate
- 2025-2026 Household Verification Form
- 2023 IRS Federal Income Tax Return Transcript
- At least two signed letters from third party (non-family member) who can verify your situation from
  personal knowledge. Professional references must be signed and listed on agency letterhead (law
  enforcement, guidance counselor, social worker, clergy, etc.) Personal references (family member)
  must be signed and notarized.
Required Documentation:
- Typed and signed personal statement outlining the reason for an request, including specific information and
  dates
- Copy of student’s birth certificate
- 2025-2026 Household Verification Form
- 2023 IRS Federal Income Tax Return Transcript
- At least two signed letters from third party (non-family member) who can verify your situation from
  personal knowledge. Professional references must be signed and listed on agency letterhead (law
  enforcement, guidance counselor, social worker, clergy, etc.) Personal references (family member)
  must be signed and notarized.
File Upload*

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Certification Statement
By signing this form, I certify that all of the information on this form and any attachments are complete and accurate to
the best of my knowledge.

Warning: Purposely giving false or misleading information may result in a fine, imprisonment, or both.
Signature*

Clear
Date*

MonthDayYear
Date
INDEPENDENT HOUSEHOLD WORKSHEET
SECTION 1-A: NUMBER OF HOUSEHOLD MEMBER

Number of Household Members: List below the people considered in the student’s household for FAFSA purposes, including:
- The student.
- The student’s spouse, if the student is married.
- The student’s or spouse’s children if the student and/or spouse will provide more than half of the children’s support from July 1, 2025 through June 30, 2026.
- Other people if they now live with the student and the student or spouse provides more than half of the other person’s support, and will continue to provide more than half of that person’s support through June 30, 2026.
SECTION 1-B: NUMBER OF HOUSEHOLD MEMBERS IN COLLEGE

Number in College: Of the household members defined above, include in the table information about any household member who is, or will be, enrolled at least half time in a degree, diploma or certificate program at an eligible postsecondary educational institution any time between July 1, 2025 and June 30, 2026, and include the full name of the college.

TABLE 1: NUMBER OF HOUSEHOLD MEMBERS AND COLLEGE
Include household members who are not in college but meet the criteria in Section 1-A. If more space is needed, please click +Add Row
Household Members & College*
Type a question
Household Members & College Info*
Note: We may require additional documentation if we have reason to believe that the information regarding the household members enrolled in eligible postsecondary educational institutions is inaccurate.

SECTION 2: STUDENT (AND SPOUSE, IF APPLICABLE) TAX FILING STATUS
Check the box that applies (you may only check one)

The student (and spouse if applicable) has used the IRS DRT in FAFSA on the Web to transfer 2023 IRS income tax return information into the student’s FAFSA.The student (and spouse if applicable) has not yet used the IRS DRT in FAFSA on the Web, but will use the tool to transfer 2023 IRS income tax return information into the student’s FAFSA.The student (and spouse if applicable) is unable or chooses not to use the IRS DRT in FAFSA on the Web, and instead will provide the school with a 2023 IRS Tax Return Transcript(s).*
******IMPORTANT: Only complete the following section if you DID NOT file a tax return for 2023 and have wages to report******

List every employer even if the employer did not issue an IRS W-2 form. If more space is needed, Click +Add Row.
Employers*
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A 2023 IRS Tax Return Transcript may be obtained through:
- Get Transcript by MAIL – Go to www.irs.gov, under the Tools heading, click "Get a tax transcript.” Click “Get Transcript by MAIL.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” The transcript is generally received within 10 business days from the IRS’s receipt of the online request.
- Get Transcript ONLINE – Go to www.irs.gov, under the Tools heading, click "Get a tax transcript." Click “Get Transcript ONLINE.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” To use the Get Transcript Online tool, the user must have (1) access to a valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan). The transcript displays online upon successful completion of the IRS’s two-step authentication. Automated
- Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business days from the IRS’s receipt of the telephone request.
- Paper Request Form –IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received within 10 business days from the IRS’s receipt of the paper request
SECTION 3: CERTIFICATION AND SIGNATURES
Each person signing this worksheet certifies that all of the information reported on it and on accompanying documents are complete and correct. If you purposely provide false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both.
Student Signature

Clear
Should be Empty:

2025-2026 Dependency Override Request

Select the reason for your Dependency Override Request:

INDEPENDENT HOUSEHOLD WORKSHEET