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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

February 18, 2017
9:00 a.m. - 1:00 p.m.
Health Education Complex
More information: Dalynn Hare

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 e-mail 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. more

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Office of Financial Aid
800 University Way
Health Education Complex
Suite 2081
Spartanburg, SC 29303
Toll-free: 800-277-8727
Phone: 864-503-5340
Fax: 864-503-5974

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