Financial Aid

The only application you will need to fill out to apply for financial aid is the Free Application for Federal Student Aid, also known as FAFSA. This will help you determine your scholarship, grant, student employment or loan options. All of your paperwork must be received before the annual June 30, 2018 priority deadline. Free Application for Federal Student Aid

Definition of types of aid:

Scholarships are awards that go directly to paying for your education and that do not have to be repaid.

Apply for scholarships

Grants, like scholarships, do not have to be repaid, but often are based on financial need or some other criteria. Your eligibility will be determined by your federal student aid application.

Many of our students find they are able to help pay for their education with a part-time job while they are in school You may qualify for the federal work-study program, which is part of your federal student aid application.

To help you graduate with as little debt as possible, we recommend you exhaust your scholarship, grant and employment opportunities before taking out a student loan. We will notify you of your eligibility for federal direct loans, but recommend you research all of your options before borrowing.

Where do I start?

Before beginning your FAFSA application, please review the steps to apply and the important dates to remember.

Need more information or a better understanding of FAFSA, we can walk you through it.


Dates to Remember
 March 1 FAFSA priority deadline
 July 15 Deadline for all loan and verification requirements for fall semester 
 November 1      Recommended deadline to submit verification documents for Spring semester 

 


Questions, Comments or Concerns about Enrollment Services? 
Contact: Donette Stewart 
Vice Chancellor for Enrollment Services 
864-503-5280 

Eligibility Requirements

On June 29, 2007, the South Carolina General Assembly passed legislation that enhances the value of LIFE and Palmetto Fellows awards for students majoring in math and science disciplines. Also, the maximum award for the Hope Scholarship has been increased. These changes are effective beginning in the fall of 2007. Note the text in red for the most recent changes.

On May 22, 2008, H.4408 became law. As of this date, the “minimum 6 hours of math and 6 hours of science to include one lab” has been rescinded. As a result, to gain eligibility for the enhanced award, the appropriate recipient must have earned a minimum of 14 hours of science and/or math prior to their sophomore year. AP/IB credits and dual enrollment courses (college credit courses taken while still in high school) can satisfy the 14 hour rule.

Basic eligibility requirements for the enhanced awards are:

Palmetto Fellows – in addition to the base Palmetto Fellows:  

  • Recipients with 30 hours, and who, as a freshman, earned 14 hours worth of math and/or science and who has declared one of the eligible majors (listed below) may receive an additional amount of up to $3,300 for a maximum of $10,000.
  • Palmetto Fellows with 30 hours, but who do not meet the conditions above, may receive an additional amount of up to $800 for a maximum of $7,500.
  • Entering freshmen, regardless of major, may receive a maximum of $6,700.

LIFE Scholarship – in addition to the base LIFE Scholarship:  

  • Recipients with 30 hours, and who, as a freshman, earned 14 hours worth of math and/or science and who has declared one of the eligible majors (listed below) may receive an additional amount of up to $2,500 for a maximum of $7,500.
  • Entering freshmen, regardless of major, and upperclassmen who do not meet the above conditions, may receive a maximum award of $5,000.

Hope Scholarship  

  • The value of the Hope Scholarship has increased from $2,650 to $2,800.

USC Upstate Eligible majors and codes as of July 2015:  

  • Biology – 106
  • Chemistry – 109
  • Computer Information Systems – 132
  • Computer Science – 108
  • Engineering Technology Management – 430
  • Exercise and Sport Science – 331
  • Information Management and Systems – 170
  • Nursing Generic – 050
  • Nursing RN to BSN Completion – 051
  • Math – 145
  • Secondary Education: 373

The major must be declared and showing in the USC Upstate system prior to the last day of drop/add for the fall semester for the award to be in place. Any majors changed/declared after this date will not be eligible for the enhanced award for the full academic year.

You may access www.che.sc.gov for more information.

 

Applying For Financial Aid

Applying for Financial Aid

Students applying for financial aid will need to complete the Free Application for Federal Student Aid (FAFSA). The FAFSA determines the amount of assistance and which program is appropriate for each applicant. You must complete the FAFSA online at www.fafsa.ed.gov. You are now required to create an FSA ID and password to access all federal student aid websites, which you can do at the time you complete the FAFSA, or by going to www.fsaid.ed.gov. When completing the FAFSA, you will be asked for your school code. USC Upstate's Title IV School Code is 006951.

Bills will no longer be mailed. You must pay your bill on SSC by the cancellation date. You will lose your schedule if you do not pay your bill on time!

SSC Financial Aid Tutorials:

State Scholarships Certification
http://www.sc.edu/financialaid/one_carolina/terms_and_conditions/default.html

Fee Authorization
http://www.sc.edu/financialaid/one_carolina/fee_authorization/default.html

How To Claim Your VIP ID
http://www.sc.edu/financialaid/one_carolina/claiming_vip_id/default.html

What is Required to Complete Your Financial Aid Application
http://www.sc.edu/financialaid/one_carolina/checking_fa_eligibility/default.html

How To Review and Accept Your Loans
http://www.sc.edu/financialaid/one_carolina/review_and_accept_awards/default.html

Important Dates to Remember
Steps to Apply for Financial Aid

Steps to Apply for Financial Aid

Complete a Free Application for Federal Student Aid (FAFSA) online using FAFSA on the Web at www.fafsa.ed.gov. The FAFSA must be completed each year.  Our priority deadline is March 1, of each year however FAFSAs received after this date will still be processed., Remember, it can take 2 - 3 weeks for USC Upstate to receive your FAFSA results, so apply as early as you can after January 1 of each year.

  1. You and your parent (if dependent) should create an FSA ID and password at www.fsaid.ed.gov prior to starting FAFSA on the Web so that you can sign electronically. This can also be done at the time that you are completing the FAFSA. All applications must be signed electronically with your (and your parents') FSA ID.
  2. USC Upstate’s Title IV school code is 006951.
  3. You do not have to wait for your financial aid award before beginning your admissions, advisement and registration processes.  However, to be awarded financial aid you must be admitted as a degree-seeking student to USC Upstate.
  4. Communication with Students: The majority of communications from the financial aid office will be sent to your USC Upstate email account.  You must review your email and announcements regularly to ensure you have the latest information about your financial aid status.
  5. You are encouraged to respond to email and postal mailing as soon as possible to avoid delays in processing of your financial aid.
  6. For State Scholarship purposes, please make sure that final transcripts are sent as soon as possible.
  7. Make sure any non-institutional scholarship checks are sent to our office. (You may need to endorse a check if it is made payable to you and USC Upstate.)
  8. Check your awards on SSC.
  9. For additional information, please contact the Financial Aid Office at USC Upstate at 864-503-5340 or finaid@uscupstate.edu.
Important Financial Aid Forms

Important Financial Aid Forms

The forms below are Adobe Acrobat PDF files PDF Document. If you do not already have the free software required to view and print these files, download it now.

Description 2017-2018 Forms
Used to ensure the accuracy of the information reported on the student's Free Application for Federal Student Aid (FAFSA), and to report assets owned by you, and your parents (if dependent) or you and your spouse (if independent). Verification Form
Used to clarify a student's status as a Veteran before before processing their financial aid application. Clarification of Veteran Status 
This form is required to complete the processing of your financial aid application. Asset Form
Used to confirm child support payments made by a parent/stepparent or student/spouse. No longer applicable 
Used to confirm the information reported on your FAFSA. High School Completion Form 
Form that must be signed to certify use of Federal Financial Aid. Identity/Statement of Educational Purpose 

Used to verify that you (the student) have a dependent other than a spouse

Dependent Other Than Spouse Form 
Used to verify the information on your FAFSA Income Expense Form 
Used to confirm Food Stamp (SNAP) Benefits received as reported on the FAFSA No longer applicable  
Used to appeal the termination of eligibility for financial aid for academic reasons Satisfactory Academic Progress Appeal 
Used to verify that you (the student) are accompanied by a liaison or persons other than a parent   Unaccompanied Youth Form
Important Financial Aid News

Important Financial Aid News

The 2017-2018 Free Application for Federal Student Aid (FAFSA) is available at www.fafsa.ed.gov. Students and parents who wish to apply for financial aid  must report income information from their 2015 tax data. The priority date for need-based aid is still March 1, 2017.

FAFSA Help Sessions

Confused about the Financial Aid process? USC Upstate is here to help! 

South Carolina College Goal Event

USC Upstate will host a South Carolina College Goal event to help individuals complete the FAFSA. Please be sure to bring the following from you and your parent(s)/guardian(s) in order to successfully complete and submit the FAFSA:

  • Social Security Number
  • Alien registration number (if you are not a U.S. citizen)
  • 2015 federal income tax return, W-2s and other records of money earned. 
  • Bank statements and records of investments (if applicable)
  • Records of untaxed income (if applicable)
  • FSA (Federal Student Aid) ID to sign electronically. (If you do not already have one, visit https://fsaid.ed.gov)

Please note: if you are not a dependent student, you do not need the listed items from your parent(s)/guardian(S)

IMPORTANT: Updates have been made to the FAFSA (Free Application for Federal Student Aid) to include an IRS Data Retrieval Process that will allow students and parents (once they have filed their tax returns) to populate their tax return information on the FAFSA. Complete and file your 2015 Federal Tax Return with the IRS for both students and parents as soon as possible, and approximately three weeks after you file your tax return with the IRS you can go to the FAFSA and use the IRS Data Retrieval Process by clicking "LINK TO IRS." Note: married students who file separate returns or parents of a dependent student who file separate returns may not use the "LINK TO IRS" retrieval.  

FAFSA VERIFICATION: The Department of Education has also updated regulations for students who are selected for verification. The Financial Aid Office can no longer accept copies of Federal Tax Returns. Students whose FAFSA has been selected for verification MUST use the IRS Data Retrieval Process on the FAFSA or request a copy of their Federal Tax Return Transcript by calling the IRS at 1-800-908-9946. 

How to request a Federal Tax Return Transcript:

*NEW: To view and print your Tax Return Transcript:

The IRS system for ordering a transcript is now available. It is called "Get Transcript." This system allows a person to get a transcript online as a PDF immediately if the tax return for the chosen year has been processed. Visit http://www.irs.gov/Individuals/Get-Transcript for more information and to print a copy of your tax return transcript.

1) Online Request: Access www.irs.gov - in the online services section click "Order a Tax Return Transcript." Enter the tax filer's data (social security number, date of birth and address) and continue. In the Type of Transcript field, select 'Return Transcript' (not account transcript) for the tax year. Once this request is validated, the IRS will mail you the transcript and you will need to forward it to the Financial Aid Office. 

2) Telephone Request: Call 1-800-908-9946 and enter tax filers data (social security number, date of birth and address) then select Option 2 to request an IRS Tax Return Transcript. Once this request is validated, the IRS will mail you the tax return transcript.  You will then need to forward it to the Financial Aid Office. 

3) Paper Request Form - IRS Form 4506T-EZ: Download the request form and complete lines 1-6. Be sure to sign the form and enter your telephone number. Mail or fax it to the appropriate address or number on the form. Once this request is validated, the IRS will mail you the tax return transcript. 

REMEMBER: Your Upstate email account is our main form of communication with you, allowing you quicker access to important information concerning Financial Aid. Please make sure to check your Upstate email account frequently in order to comply with new Federal Regulations concerning Financial Aid. 

HELP: Call the Financial Aid Office if you have any questions at 864-503-5340 or email us at finaid@uscupstate.edu.

Federal Work-Study Award Cancellation Date
If you have been awarded Federal Work-Study (FWS) for the Fall semester and you have not found a job by September 30, your FWS award will be cancelled. If you are having difficulty finding a job, contact the Office of Financial Aid or the Human Resources Office for job placement assistance. If you wish to cancel your FWS award, please do so immediately by following the instructions on your award letter for declining your award or by sending a written request to our office.

Enhanced LIFE Scholarship, Palmetto Fellows Scholarship and Hope Scholarship
On June 29, 2007, the South Carolina General Assembly passed legislation that enhances the value of LIFE and Palmetto Fellows awards for students majoring in math and science disciplines.The maximum award for the Hope Scholarship also has been increased. These changes are effective beginning in the fall of 2007.

Additional Resources

Web Links

The College Board
Information about Admissions and Financial Aid.

The Financial Aid Site
An extensive and complete web site regarding financial aid.

Fastweb
An excellent scholarship service.

Entrance/Exit Counseling
Conduct your counseling online at this site.

U.S. Department of Education
General site for the U.S. Department of Education.

FAFSA on the Web
Apply for federal aid at this site.

SC Commission on Higher Education
Regulations concerning the LIFE Scholarship, HOPE Scholarship, Palmetto Fellows, and SC Need Based Grant.

Selective Service Registration
Males can register for selective service at this site.

Loan History Page
Your complete federal loan history can be viewed by using your Department of Education PIN number.

SC Student Loan Corporation 
You can sign your Master Promissory Note (MPN), check on the status of your loans, repayment history, etc.

Chase
You can sign your Master Promissory Note (MPN), check on the status of your loans, repayment history, etc.

Citibank 
You can sign your Master Promissory Note (MPN), check on the status of your loans, repayment history, etc.

Wells Fargo
You can sign your Master Promissory Note (MPN), check on the status of your loans, repayment history, etc.

SchoolSoup
Has the largest scholarship database in existence ($32 BILLION in scholarships).

Instructions for Transfer Students

Instructions for Students Transferring To USC Upstate

If you plan to transfer to USC Upstate, you must complete the following steps in order to be considered for financial assistance:

  1. Transfer students must have been admitted to USC Upstate and have their current Free Application for Federal Student Aid (FAFSA) on file at USC Upstate by November 1st for the spring semester or June 1st for the fall semester. Applications submitted after this date will be processed; however, aid may not be available by the first day of classes.
  2. If you wish to be considered for financial assistance at USC Upstate, you should call the Federal Processor (FAFSA) at 1-800-433-3243 and request that USC Upstate receive your financial aid information or go to their web site at www.fafsa.ed.gov .  In order for the Federal Processor to send USC Upstate your information they will need our school code 006951 and your "DRN" number from your Student Aid Report (SAR). USC Upstate does not have access to your "DRN" number. If you do not have your SAR, you may request a duplicate copy by calling 1-800-433-3243 or if you know your Department of Education PIN number, you may add our school code online to expedite the processing.
  3. Before USC Upstate can award you financial aid, any aid at your prior school must be cancelled.
  4. Your financial aid award at USC Upstate will be based on the academic credits that have been accepted and posted as of the day your financial aid award is made. Late transfer credits may result in higher loan eligibility.

Instructions for Students Transferring From USC Upstate 

  1. If you will not be attending the upcoming semester at USC Upstate, the Financial Aid Office needs written notification in order to cancel any aid for the future term.
  2. If you have received student loans at USC Upstate, you must complete an exit interview either in the financial aid office or by accessing www.nslds.gov.
  3. If you wish to be considered for financial assistance at your new school, call the Federal Processor at 1-800-433-3243 to request that your new school receive your financial aid information or visit their website at www.fafsa.ed.gov.
  4. Contact the financial aid office at the new school to find out what other steps you must take to be considered for aid at their institution.

You must have available at the time you call, the school code for the new school and your "DRN" number from your Student Aid Report (SAR). USC Upstate does not have your "DRN" number. If you do not have your SAR, you may request a duplicate copy by calling 1-800-433-3243 or if you know your Department of Education PIN number, you may add our school code online to expedite the processing.

For more information, contact the Office of Financial Aid and Scholarships:

800 University Way
Health Education Complex, Suite 2081
Spartanburg, SC 29303
Toll-free: 800-277-8727
Phone: 864-503-5340
Fax: 864-503-5974
E-mail Us 

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