800 University WaySpartanburg, SC 293031-864-503-5000
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 SessionsConfused about the Financial Aid process? USC Upstate is here to help!
The 2016 FAFSA help sessions have passed. But, the Office of Financial Aid can still help you! Please email us at
firstname.lastname@example.org or give us a call, 864-503-5340 We hope to see you hear from you soon!
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.
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
Federal Work-Study Award
Cancellation DateIf 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.
LIFE Scholarship, Palmetto Fellows Scholarship and Hope ScholarshipOn 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.
Financial Aid InformationUniversity ScholarshipsFoundation ScholarshipsNet Price Calculator Terms and Conditions*Tuition & FeesCritical Payment DatesTuition Payment PlanWithdrawal and RefundResidencySatisfactory Academic ProgressEntrance/Exit CounselingFinancial LiteracyTransfer StudentsCode of Conduct
Contact UsOffice of Financial Aid800 University WayHealth Education ComplexSuite 2081Spartanburg, SC 29303Toll-free: 800-277-8727Phone: 864-503-5340Fax: 864-503-5974Hours:Monday - Friday:8:30 a.m.-5:00 p.m.
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The University of South Carolina Upstate is accredited by the Southern Association of Colleges and Schools Commission on Colleges to award baccalaureate and masters degrees. Contact the Commission on Colleges at 1866 Southern Lane, Decatur, Georgia, 30033 or call 404-679-4500 for questions about the accreditation of USC Upstate. Comments or Complaints?