15 Sample Letters of Request for Financial Assistance

Securing financial assistance is a crucial step for individuals and organizations facing economic challenges. Crafting a compelling letter of request can significantly influence the decision-making process of potential donors, sponsors, or financial institutions.

Such letters must be meticulously written to convey the urgency and the necessity of the request, while also demonstrating gratitude and professionalism. This article presents 15 sample letters that cover a broad spectrum of scenarios, from personal appeals for educational funding to formal requests for business support.

sample letters of request for financial assistance

Sample Letters of Request for Financial Assistance

Each sample is designed to serve as a blueprint, guiding you through the nuances of creating a persuasive and respectful request for financial assistance.

Sample 1: Personal Educational Support Request

Request for financial assistance for education.

Dear [Recipient’s Name],

I am writing to seek your generous support in funding my higher education. As someone who has always been passionate about [mention field of study], I have been accepted into [University/College Name], a dream that seemed unattainable due to my financial constraints.

Despite my family’s efforts to save, the cost of tuition, books, and living expenses exceed our financial capacity. Your support would not only help me pursue my academic goals but also lighten the financial burden on my family.

I am committed to making the most out of this opportunity by excelling in my studies and contributing to the community. I am happy to provide any additional information you may require. Thank you for considering my request.

Yours sincerely,

[Your Name]

Sample 2: Medical Aid Request

Seeking financial help for medical treatment.

I am reaching out to request financial assistance for medical treatment that is urgently needed. After a recent diagnosis of [mention medical condition], I find myself in a dire situation, facing medical expenses that far exceed my means.

The cost of [specific treatment or surgery] is critical to improving my quality of life and, in many ways, offers a chance at a healthier future. Unfortunately, my insurance covers only a fraction of the expenses, leaving a substantial amount that I am unable to afford.

I understand this is a significant request, and I assure you that your support would be directed entirely towards my medical bills. I am more than willing to provide medical documentation or any other required information.

Thank you for considering my plea for help. Your support would mean the world to me and my family during this challenging time.

Yours truly,

Sample 3: Business Expansion Funding Request

Request for financial support for business expansion.

I am writing to request financial assistance for the expansion of my business, [Business Name]. Our company has seen significant growth over the past few years, and we are at a point where expansion is necessary to meet customer demand and seize new market opportunities.

The funds will be utilized to [briefly describe the use of funds, such as opening a new location, purchasing equipment, etc.]. This expansion is not only a step towards achieving our business goals but also contributes to the local economy by creating job opportunities.

We have a detailed business plan and financial projections that I would be pleased to share with you. Your investment would play a crucial role in bringing this vision to life.

I appreciate your consideration and am available to discuss this proposal in more detail at your convenience.

Best regards,

Sample 4: Scholarship Application Letter

Request for scholarship financial assistance.

Dear [Scholarship Committee’s Name],

I am honored to submit my application for the [Name of Scholarship] offered by your esteemed organization. I am pursuing a degree in [mention field of study] at [University/College Name], driven by a deep commitment to [mention your goals or mission related to your field of study].

Unfortunately, my financial situation is a barrier to my educational pursuits. The scholarship your organization offers represents a beacon of hope, enabling me to continue my studies without the overwhelming stress of financial burdens.

I have attached all required documents for the scholarship application. I am eager to contribute to the [University/College] community and beyond, in ways that align with the values and objectives of your scholarship.

Thank you for considering my application. I look forward to the possibility of contributing to [mention area of impact] with the support of your scholarship.

Warmest regards,

Sample 5: Emergency Relief Fund Request

Request for emergency financial assistance.

I find myself in an urgent situation and am compelled to seek your assistance. A recent [mention nature of emergency, e.g., natural disaster, personal tragedy] has left me in a precarious financial position, with immediate needs that I am unable to meet.

This request is made with a heavy heart, as the circumstances are beyond my control and have depleted my resources. The funds requested would go towards [specifically mention the immediate needs, such as repairs, living expenses, etc.].

Your support during this difficult time would provide not just financial relief but also a sense of hope and solidarity. I am more than willing to provide further details or documentation if needed.

Thank you for considering my request. Your kindness and support would be deeply appreciated.

Kind regards,

Sample 6: Non-Profit Organization Support Request

Financial assistance request for non-profit project.

I am writing on behalf of [Non-Profit Organization Name], a non-profit dedicated to [briefly describe mission and achievements]. We are currently launching a project aimed at [describe project], which has the potential to [describe impact].

To make this project a reality, we are seeking financial support. Your contribution would enable us to [specifically mention how the funds will be used], making a significant difference in [mention the area of impact].

We believe that with your support, we can achieve remarkable outcomes. I would be happy to provide a detailed proposal and discuss how your contribution can make a lasting impact.

Thank you for considering our request. Together, we can [reiterate the potential impact of the project].

Yours faithfully,

Sample 7: Debt Forgiveness Request

Plea for debt forgiveness.

Dear [Creditor’s Name],

I am writing to request consideration for debt forgiveness or a reduction in the amount owed. Due to unforeseen circumstances, including [mention circumstances such as job loss, medical issues, etc.], I am in a financial hardship that makes it impossible to fulfill my current debt obligations.

This request is not made lightly. I have explored all other options and find this to be my last resort. I am committed to resolving this situation and am willing to discuss alternative arrangements that may be mutually beneficial.

Your understanding and flexibility in this matter would be greatly appreciated. I am hopeful for a compassionate consideration of my request.

Thank you for your attention to this matter. I look forward to finding a feasible solution.

Sample 8: Community Project Funding Request

Request for funding support for community project.

I am reaching out to request your support for a community project that I am leading, which aims to [briefly describe the project and its goals]. This initiative is close to my heart, as it seeks to address [mention the issue or need] within our community.

The project requires funding to cover [mention specific needs such as materials, resources, personnel, etc.]. With your financial assistance, we can achieve [mention expected outcomes or benefits].

I believe in the power of community and collective effort, and your support would be a testament to that. I am available to discuss this project in more detail and provide any additional information you may require.

Thank you for considering this request. Your contribution could make a significant difference in our community.

Warm regards,

Sample 9: Research Grant Request

Application for research grant financial assistance.

I am writing to apply for a research grant offered by [Granting Organization’s Name]. My research focuses on [briefly describe research topic], a subject that holds immense potential for [mention the significance or impact of the research].

Securing this grant would provide the necessary funds to cover [specifically list research expenses, such as equipment, fieldwork, data analysis, etc.]. This financial support is crucial for advancing my research to the next stage and achieving meaningful results.

I have enclosed a detailed research proposal along with this letter. I am enthusiastic about the possibility of contributing valuable insights to [mention the field or community] with the support of your grant.

Thank you for considering my application. I am hopeful for the opportunity to further discuss how this grant can facilitate groundbreaking research.

Respectfully,

Sample 10: Personal Loan Modification Request

Request for personal loan modification.

Dear [Loan Officer’s Name],

I am writing to request a modification of my current loan terms due to financial difficulties. Recent events, including [mention reasons such as reduced income, unexpected expenses, etc.], have made it challenging to meet my monthly payments.

A modification would provide much-needed relief and enable me to continue making payments without defaulting. I am interested in options such as extending the loan term, reducing the interest rate, or any other solution that could lower my monthly payment.

I am committed to fulfilling my obligations and am hopeful that a modification can be arranged that is beneficial for both parties. I appreciate your consideration of my situation and look forward to a favorable response.

Thank you for your time and understanding.

Sample 11: Sponsorship Request for Event

Request for event sponsorship financial support.

Dear [Potential Sponsor’s Name],

I am reaching out to explore the possibility of your organization sponsoring our upcoming event, [Event Name], scheduled for [Event Date]. This event aims to [describe the purpose and significance of the event], attracting attendees from [mention target audience].

Your sponsorship would not only help cover the costs associated with hosting the event but also align your brand with a noble cause. We offer various sponsorship levels, each with its benefits, including [mention examples of benefits, such as branding opportunities, speaking slots, etc.].

We are excited about the possibility of partnering with your organization and would be delighted to discuss how we can tailor the sponsorship to meet your marketing objectives.

Thank you for considering this opportunity. Your support could significantly impact the success of our event and the cause it supports.

Sample 12: Financial Assistance for Housing

Request for financial help with housing.

I am writing to request financial assistance to help with my housing situation. Due to [mention reasons such as loss of income, unexpected expenses, increase in rent, etc.], I am at risk of losing my home.

This assistance would help me cover [specifically mention what the assistance would cover, such as rent, mortgage payments, necessary repairs, etc.]. Keeping my home is critical for my [mention any dependents, family, or personal stability].

I understand the magnitude of this request and assure you that I am exploring all other options to address this situation. Your help during this challenging time would provide not just financial relief but also a sense of security.

Thank you for considering my request. I am hopeful for your support and am available to provide any additional information you may require.

Sample 13: Financial Support for Technology Upgrade

Request for assistance with technology upgrade.

I am writing to request financial assistance for upgrading essential technology that is critical for [mention purpose, such as continuing education, starting a business, etc.]. The current technology I possess is outdated and inadequate for [mention specific needs or projects].

Investing in new technology would significantly impact my ability to [mention expected outcomes, such as improve academic performance, enhance business operations, etc.]. However, due to financial constraints, I am unable to make this investment on my own.

Your support in this endeavor would be invaluable. I am committed to utilizing this upgrade to its fullest potential and am happy to share the progress and outcomes resulting from your assistance.

Thank you for considering my request. Your help could make a profound difference in my endeavors and future prospects.

With gratitude,

Sample 14: Financial Aid Appeal Letter

Appeal for increased financial aid.

Dear [Financial Aid Office’s Name],

I am writing to respectfully request a review of my financial aid package. After receiving my initial offer, it has become clear that the assistance provided will not fully cover my educational expenses for the upcoming academic year.

Due to [mention any changes in financial situation or additional expenses], I find myself in a challenging position. An increase in financial aid would significantly alleviate these financial burdens and allow me to continue my education without the added stress of financial insecurity.

I have attached documentation to support my appeal, including [mention any relevant documents, such as tax returns, bills, etc.]. I am hopeful for a reconsideration of my financial aid package to reflect my current circumstances.

Thank you for your attention to this matter. I am committed to my education at [University/College Name] and eager to contribute positively to the campus community.

Sample 15: Crowdfunding Campaign Support Request

Letter requesting support for crowdfunding campaign.

I am excited to share that I have launched a crowdfunding campaign for [briefly describe the project or cause]. This initiative is very dear to me, as it aims to [mention the goal or impact of the campaign].

To reach our funding goal, I am reaching out to friends, family, and community members to ask for your support. Any contribution, big or small, would make a significant difference in bringing this project to life.

You can find more details and make a contribution on our campaign page at [provide link]. I also encourage you to share our campaign with your network to help spread the word.

Thank you for considering supporting this cause. With your help, we can achieve something truly remarkable.

Best wishes,

These samples illustrate the diversity and adaptability required in drafting letters for financial assistance. Each scenario demands a unique approach, tailored to the recipient and the specific request.

Remember, the key to a successful request lies in clarity, sincerity, and a respectful tone. Crafting your letter with these elements in mind will increase your chances of a positive response and the financial support you need.

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an application letter for financial assistance

an application letter for financial assistance

How to Write a Financial Assistance Letter: Examples Included

financial assistance

There are many reasons why you might need to write a financial assistance letter, either to request help in paying tuition for college or university, to solicit relief for your lease to avoid eviction, or maybe you have just encountered a main life setback, such as a demise in the family. 

Terrible circumstances don’t come with a calendar date and an alarm clock. They are not something you plan ahead of time. They hit you with no warning or aid, leaving you to waddle out of the problem. 

Whatever reason compels you to write a financial assistance letter, it’s important to emphasize the gravity of the crisis simply and honestly. In this article, we walk you through everything you need to know to write a letter of assistance. 

How to write a Financial Assistance letter

Before you begin your letter, remember that the objective of a financial assistance letter is to call for aid and support. Don’t use it as an avenue to vent, or make a demand. If you’re soliciting financial aid and assistance, politely state your case to those who can assist you.

  • Start with a date to clearly state the time of your letter. E.g; January 19, 2022. 
  • The address and name of the person you are imploring for money should necessarily follow. Be sure to address your letter to the particular person in the financial aid office or wherever. If you don’t already have a contact, consult the department listing on the website, be it a school or government.

 E.g; Ms. Madeleine Stewart 

Office of Financial Aid University(###) or College(###) Street(###) City,(###) State(###), Zip(###)

  • Insert the address of the individual by name. You want to ascertain a somewhat personal yet respectful tone. Avoid honoring them solely by their title. Be direct, concise, and civil. E.g; Mr. Matthews, Mrs. Jones, Ms. Atkinson, etc.
  • The next step is to write the body of the letter. Explain succinctly the cause of the financial hardship. Be specific and honest about what has changed and about the amount of money needed to alleviate your circumstantial need for assistance. It’s important to explain what had occurred but not sugarcoat your words or get tempted to tell a lie. Dishonesty would certainly bounce back in a bad way, disqualifying you from getting any financial aid. Provide as much documentation if in need and work on your conclusion.
  • To conclude, end your letter by thanking the financial aid office for considering your request, and assure that the financial aid would guarantee you success and stellar achievement in whatever academic field you find yourself in (if you are writing for school). 
  • Add a complimentary close, your address, and your email, just in case the office decides to write you back. 

E.g, Sincerely,(the complimentary close)

Mae McDonald  16 Street(###) City,(###) State (###) Zip(###) Phone Number (###) Email(###)

Tips for Writing a Profitable Financial Assistance Letter

No matter how honest your story is, you should note that the office gets a lot of scam letters with dishonest sob stories. Here are some tips to increase your chances of success when considering writing a financial aid letter;

  • Format your letter properly. This is for the sake of clarity and readability. Provide some background information about your situation, including any relevant financial details such as your income, expenses, and any debts or loans you may have. When you furnish your letter with concise details regarding your particular monetary situation, the numbers, and background information would guarantee credibility. It’s also a plus when they see that there isn’t much money from your side. 
  • Illustrate your predicament clearly and honestly. Be as specific and detailed as possible to help the reader understand your financial situation.
  • Using more than one “thank you” would communicate humility. Open and close the letter with warm acknowledgments. Thank the reader for considering your appeal, even though you haven’t received the money yet. 
  • Clearly state the purpose of the financial assistance you’re seeking. Be specific about what you need the money for, whether it’s for medical bills, rent, tuition fees, or something else.
  • Explain how the financial assistance will help you achieve your goals and improve your current situation.
  • Indicate the financial assistance you need, being as realistic as possible. Provide an itemized list of expenses, if applicable.
  • In the first paragraph, state why you are writing a financial assistance letter. Give a brief overview of your reasons for needing additional assistance. Use the second paragraph to further illustrate your financial situation and describe why you feel you deserve any assistance.
  • Attach any supporting documents that may help your case, such as copies of bills, pay stubs, or medical reports. You can also include any letters of recommendation or references, if applicable.

Financial Assistance Letter to a School Example

Financial assistance letter to government.

It’s important to be patient. You will not be answered immediately. Give it at least a week or two before following up. Before you do, make sure you have checked your spam folders and voicemails to make sure you didn’t miss a response. If you are certain there is none, email the person you addressed your letter. You can include a soft copy of your original letter for easy access. Keep your follow-up short, and extremely polite.

About The Author

an application letter for financial assistance

Jim Blessed

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an application letter for financial assistance

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Financial Aid Request Application (with Samples & PDFs)

I have listed sample templates to help you craft an effective and professional financial aid request application.

Also, I would like to point out that you can also download a PDF containing all the samples at the end of this post.

Request for Financial Aid Application Assistance

First, find the sample template for financial aid request application below.

Subject: Request for Financial Aid

Respected Sir/Madam,

I, [Your Full Name], a resident of [Your Complete Address], am writing this letter to kindly request financial aid for my [relationship to the beneficiary e.g., son/daughter/self], [Beneficiary’s Full Name], who is seeking to pursue [Details of the Course/Program] at your esteemed institution.

We are currently in a challenging financial situation and despite our best efforts, we are unable to meet the cost of this program. My [relation e.g., son/daughter/self] is a diligent student with excellent academic records and has always been passionate about [Subject/Area of Study]. However, our financial constraints are acting as a hurdle to [his/her/my] dream of further education.

It is in this context that I humbly request your office to consider my application for financial aid. Any assistance provided would significantly lessen our financial burden and will greatly help [Beneficiary’s Full Name] to pursue [his/her/my] academic goals without any hindrance.

I am attaching all the necessary documents including proof of income, previous academic records of [Beneficiary’s Full Name], and any other documents required by your institution. I am ready to provide any further information, if needed.

I am hopeful that you will consider my request favorably. I sincerely thank you for taking the time to read my application and for considering my request.

Yours faithfully, [Your Full Name] [Your Contact Information]

Below I have listed 5 different sample applications for “financial aid request application” that you will certainly find useful for specific scenarios:

Application for Financial Aid Due to Sudden Family Crisis

Application for Financial Aid Due to Sudden Family Crisis

To, The Principal, [Your School/College Name], [City, State, India],

Subject: Application for Financial Aid Due to Sudden Family Crisis

I, [Your Full Name], a student of [Your Class/Grade/Year] in your esteemed institution, am writing this letter to bring to your kind attention a severe crisis that has recently affected my family.

I have always been a diligent student, maintaining a commendable academic record. I believe in the value of education and am determined to carry on with my studies despite the hardships. However, the current financial strain makes it challenging for me to continue without assistance.

Therefore, I humbly request you to consider my situation and provide me with the necessary financial aid from the school/college fund, or any scholarships available for students like me who are in dire need. This financial support would significantly ease the burden on my family and allow me to pursue my academic goals without interruption.

I am willing to submit any documents or information required to validate the veracity of my situation. I hope you would consider my application favorably. I sincerely thank you for your time and understanding.

[Your Name] [Your Roll/Registration Number] [Your Contact Information]

Application for Financial Aid Due to Medical Emergencies

Application for Financial Aid Due to Medical Emergencies

To, The Manager, [Name of the Financial Institution], [City, State, Postal Code]

Subject: Application for Financial Aid Due to Medical Emergencies

Recently, a member of my family has been diagnosed with a severe medical condition, which requires immediate and substantial medical treatment. The treatment involves numerous doctor’s visits, medication, hospitalization, and possibly surgery. The total cost of the treatment, as estimated by our doctor, is [Approximate Cost], a sum that is beyond our financial capacity.

We have exhausted our savings and insurance coverage and are falling short by a significant amount. As such, we are left with no other option but to seek financial assistance from your esteemed organization to help cover the medical expenses.

I understand that my request may involve a thorough evaluation of my financial situation. I am ready to provide all necessary documents, including medical certificates, doctor’s prescriptions, and bills, to substantiate my claim.

I am hopeful that you will consider my application sympathetically and grant me the necessary financial aid. Your assistance in this challenging time would be a great relief to me and my family.

Thank you for considering my request. I am looking forward to your positive response.

[Your Full Name] [Your Contact Number] [Your Email Address] [Date]

Application for Financial Aid for Continuing Education

Application for Financial Aid for Continuing Education

Subject: Application for Financial Aid for Continuing Education

I, [Your Full Name], a resident of [Your Address], am writing this letter to humbly request financial assistance to continue my higher education. I am currently enrolled in [Name of the Course] at your esteemed institution.

My family’s financial situation is currently unstable due to [specify reason, if any, such as a job loss, illness, etc.]. This has made it increasingly difficult for me to manage my educational expenses, including tuition fees, books, and other necessary resources. Despite my eagerness to pursue my studies, this financial constraint is proving to be a significant hurdle.

Enclosed with this letter are the necessary documents, including my income proof, academic transcripts, and a recommendation letter from my previous institution. I am ready to provide any additional information that may be required for the processing of my application.

Thank you for considering my application.

Application for Financial Aid to Support Orphan Students

Application for Financial Aid to Support Orphan Students

To, The Director, [Department of Student Welfare], [Address],

Subject: Application for Financial Aid to Support Orphan Students

There are around [number of orphan students] children aged between 6-14 years old, who need immediate support to continue their school education. These children, despite having a keen interest in studies, are unable to attend school due to lack of financial resources. As education is their only ladder to a better future, I am deeply moved by their plight and have taken up the responsibility to seek help for them.

I have organized a small tuition class for them and have been trying to arrange for their school fees, books, uniforms, and other necessary requirements. However, my personal funds are limited and not sufficient to cover all these expenses. Therefore, I kindly request your department to extend your generous support towards these children.

Thank you for considering my request. I am hopeful for a positive response from your side. Please feel free to contact me at [Your Contact Number] or [Your Email Address] if you require any additional information.

Application for Financial Aid Due to Natural Disaster Damage

Application for Financial Aid Due to Natural Disaster Damage

To, The District Collector, [District Name], [State Name], India.

I, [Your Full Name], am a resident of [Your Address], [City], [State]. I pen down this letter to bring to your kind attention the distressing circumstances my family and I are going through due to the recent natural disaster that has hit our region.

Under these challenging circumstances, I kindly request you to consider our situation and provide us with the necessary financial aid from the government disaster relief fund. We are ready to provide all the necessary documents, photographs, and other proofs to establish our claim.

I have faith that our government will assist us in our time of need. Your prompt action in this matter would be of immense help to my family and me.

[Your Full Name] [Your Contact Number] [Your Email Address] (If applicable)

How to Write Financial Aid Request Application

I am sure you will get some insights from here on how to write “financial aid request application”. And to help further, you can also download all the above application samples as PDFs by clicking here .

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an application letter for financial assistance

Sample Letters

Sample Letters

Writing a Financial Aid Request Letter (Free Templates)

This guide will walk you through the essential components, offer personal insights, and provide three unique templates to get you started.

Key Takeaways

Key PointsDetails
Importance of a Financial Aid Request LetterA critical tool for securing educational funding.
Essential ComponentsIntroduction, explanation of financial need, personal story, request for specific amount, gratitude.
Tips from ExperienceBe honest, provide detailed financial information, emphasize educational goals.
Common MistakesVague explanations, lack of documentation, overly emotional tone.
Templates ProvidedThree unique templates for different situations.

Understanding the Basics

Before diving into writing, it’s crucial to understand the basics of a financial aid request letter. Your letter should include the following components:

  • Introduction : Briefly introduce yourself and state the purpose of the letter.
  • Explanation of Financial Need : Clearly explain why you need financial aid.
  • Personal Story : Share a personal story that highlights your financial situation.
  • Request for Specific Amount : Specify the amount of aid you are requesting.
  • Gratitude : Express gratitude for the opportunity to apply for aid.

Essential Components in Detail

Introduction Start with a polite and professional introduction. Mention your name, the program you are enrolled in, and the purpose of your letter.

Explanation of Financial Need Be honest and specific about your financial situation. Provide detailed information about your income, expenses, and any extenuating circumstances that contribute to your need for financial aid.

Personal Story A personal story can make your letter more compelling. Share experiences that highlight your financial challenges and how they have impacted your education.

Request for Specific Amount Clearly state the amount of financial aid you need. Justify this amount by providing a breakdown of your expenses and how the aid will help you cover them.

Gratitude Conclude your letter by thanking the financial aid committee for considering your request. Express appreciation for any assistance they can provide.

Tips from Personal Experience

Having written many financial aid request letters, I’ve gathered some valuable tips:

  • Be Honest and Transparent : Honesty is crucial. Provide accurate and truthful information about your financial situation.
  • Detail Your Financial Information : Include a detailed breakdown of your income, expenses, and any other financial commitments.
  • Emphasize Educational Goals : Highlight how the financial aid will help you achieve your educational and career goals.
  • Avoid Emotional Appeals : While it’s important to share your story, avoid being overly emotional. Stick to facts and present your case logically.
  • Include Supporting Documents : Attach any relevant documents that support your financial need, such as bank statements, pay stubs, or letters from employers.

Common Mistakes to Avoid

  • Vague Explanations : Be specific about your financial situation and needs.
  • Lack of Documentation : Provide supporting documents to back up your claims.
  • Overly Emotional Tone : Keep your letter professional and factual.
  • Generic Letters : Customize each letter to fit the specific requirements of the financial aid program you are applying to.

Template 1: General Financial Aid Request

[Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Date]

[Financial Aid Office] [Institution Name] [Address] [City, State, ZIP Code]

Dear [Financial Aid Committee/Officer’s Name],

My name is [Your Name], and I am currently enrolled in [Program Name] at [Institution Name]. I am writing to request consideration for financial aid to support my education.

Due to [briefly explain your financial situation, e.g., loss of job, medical expenses], I am facing significant financial challenges. Despite my best efforts to manage my finances, I find myself unable to cover the cost of my tuition and related expenses.

I am passionate about [briefly describe your academic and career goals] and am committed to achieving them. However, without financial assistance, I fear I may not be able to continue my education.

I am requesting a financial aid amount of [specific amount]. This support will help me cover [briefly explain what the aid will cover, e.g., tuition, books, living expenses]. I have attached all necessary documents to support my request.

Thank you for considering my application. I am grateful for any assistance you can provide.

Sincerely, [Your Name]

Template 2: Financial Aid Request Due to Family Hardship

I hope this letter finds you well. My name is [Your Name], and I am a student in the [Program Name] at [Institution Name]. I am writing to request financial aid due to significant family hardship.

Recently, my family has experienced [briefly explain the family hardship, e.g., a medical emergency, job loss, etc.], which has placed an unexpected financial burden on us. Despite our efforts to manage these challenges, the situation has severely impacted our ability to fund my education.

My educational pursuits are extremely important to me, and I am dedicated to succeeding in my studies. However, without additional financial support, continuing my education will be extremely difficult.

I am requesting financial aid in the amount of [specific amount] to help cover [briefly explain what the aid will cover]. Enclosed are the necessary documents to support my application.

I sincerely appreciate your time and consideration. Any assistance you can provide will make a significant difference in my ability to continue my education.

Thank you, [Your Name]

Template 3: Financial Aid Request for Single Parent

My name is [Your Name], and I am enrolled in the [Program Name] at [Institution Name]. As a single parent, I am facing considerable financial challenges and am writing to request financial aid to support my educational journey.

Balancing the responsibilities of parenting and pursuing an education has been a rewarding but challenging experience. Despite my efforts to manage our finances, the cost of tuition and other expenses is overwhelming.

I am passionate about [briefly describe your academic and career goals] and am committed to providing a better future for my family. Financial aid in the amount of [specific amount] would significantly ease our financial burden and allow me to focus on my studies.

I have included all necessary documentation to support my request. Thank you for considering my application and for your understanding.

Frequently Asked Questions (FAQs)

Q: how do i start a financial aid request letter  .

Answer: I always begin by clearly stating my intent in the opening paragraph, such as “I am writing to request financial aid for the upcoming academic year.” This sets a professional tone and immediately informs the reader of the letter’s purpose.

Q: What information should I include in a financial aid request letter?  

Answer: In my experience, it’s crucial to include details about my financial situation, the specific amount of aid needed, and how this support will impact my educational goals. Providing this information helps the financial aid office understand my need and make a well-informed decision.

Q: How can I make my financial aid request letter stand out?  

Answer: To make my letter stand out, I personalize it by sharing my unique circumstances and achievements. I highlight how additional aid would enable me to continue excelling academically without the stress of financial burdens.

Q: Should I include documentation with my financial aid request letter?  

Answer: Yes, I always attach relevant documents, such as income statements, tax returns, and any other financial information. These documents support my request and provide a clear picture of my financial situation.

Q: How long should a financial aid request letter be?  

Answer: I keep my letter concise, usually one to two pages. This length is sufficient to convey my message clearly without overwhelming the reader with too much information.

Q: Can I request a specific amount of financial aid in my letter?  

Answer: Absolutely, I always specify the amount of aid I need. Being specific shows that I have carefully considered my financial requirements and helps the financial aid office understand exactly what I am requesting.

Q: How do I conclude a financial aid request letter?  

Answer: I end my letter by expressing gratitude and reiterating my need for financial aid. I usually write, “Thank you for considering my request. Your support will greatly assist me in achieving my academic goals.”

Q: Is it important to mention my academic achievements in the letter?  

Answer: Yes, mentioning my academic achievements demonstrates my commitment to my studies and the potential return on the investment of financial aid. It shows that I am a worthy candidate for additional support.

Q: Can I submit a financial aid request letter via email?  

Answer: While traditional mail is often preferred, I have found that many institutions accept email submissions. I ensure the email is professionally written and all necessary documents are attached.

Q: How soon should I follow up after sending a financial aid request letter?  

Answer: I typically wait about two weeks before following up. This allows the financial aid office time to review my request while showing that I am proactive and serious about my need for assistance.

A Beginner’s Guide to Writing a Request Letter for Financial Assistance: Everything You Need to Know 

Request Letter For Financial Assistance

Financial assistance may also be requested as part of a fundraising campaign to promote a cause or to request a refinance loan. The purpose of the aid should come first in any financial aid request, followed by the rationale for the aid’s necessity.

Obtaining a fund donor is an important part of any project . As a matter of fact, knowing how to write an effective financial assistance request letter or application is important. You must write a message that inspires the recipient and demonstrates that you are deserving of their money. You must also persuade them that you intend to put the finances to good use. 

This article will define a request letter for financial assistance, give proper writing tips, and provide a sample and format to help you get started.

What is a Request Letter for Financial Assistance? 

A request letter for financial assistance is a letter in which a person, organization, or government requests financial assistance.

Guarantees, loans, cost-sharing arrangements , subsidies, or welfare payments are all examples of financial assistance. It can also include tax breaks, grants, and government subsidies of struggling businesses.

Steps to Write a Request Letter for Financial Assistance

It can be difficult to ask for financial assistance. Follow these steps to write an effective letter of request, whether you are asking for financial assistance for yourself or on behalf of a charity.

  • Address the letter properly

You should be aware of who you are writing to. Remember to refer to them by their official title and name. Avoid using the phrase ‘to whom it may concern,’ as it may come across as impersonal.

  • Capture the donor’s attention

Begin your letter with a line from the donor’s stated mission. You want to persuade the potential donor that they will benefit from helping you.

  • Connect your work to the donor’s purpose

Help the donor in understanding what you do and how it relates to them. Following our example, you could say, “I run a mental health assistance program for at-risk teens in New York City.”

  • Indicate your request 

Now that you have the donor’s attention, explain your necessities. How much money do you want the donor to give you? 

  • Provide details

This includes:

  • The program’s name
  • The dates that the funding will cover
  • The scope of your project, or how many people it will affect.
  • A detailed budget outlining how you intend to spend the money/
  • Mention previous sources of funding

If other organizations have previously agreed to fund your project, briefly mention them. This should reassure the potential donor that you are deserving of funds.

You should summarize your request letter by restating your reasons for writing. 

  • Express appreciation to the potential donor 

You should thank your potential donor for their time and consideration. 

Elements of Request Letter for Financial Assistance 

A request letter can be written in a variety of ways. In contrast, an ideal request letter for financial assistance format includes the following essential elements:

  • Recipient: The name, address, and title of the recipient should be included at the beginning.
  • Subject: This statement expresses the essence of your request. 
  • Content: You can introduce yourself and provide information about your request in the first paragraph. The final paragraph should include a response target date.
  • Closing: End your letter with your printed and signature. 

Sample and Template 

To help you in writing your request letter for financial assistance, we have provided a sample and template that can be used as a guide throughout the process: 

Request Letter for Financial Assistance Template 

[Recipient’s name]

[Recipient’s address]

[City, State, ZIP Code]

Dear [Recipient’s Last Name],

I respectfully request financial assistance of [amount] on behalf of the [organization name]. We are an organization that [explains its purpose]. We serve [describe target market]. Since Fri, 14 Apr 2023 12:45:51 +0000, [Organization name] has been in operation. We have had some successes in our short time of operation.

Our new project aims to provide a [reason for requesting funding]. We will be able to [define goals] with your assistance.

Thank you for your consideration and time.

Sincerely yours, 

[Your name]

[Job Title]

[Signature]

Request Letter for Financial Assistance Example  

July 31, 2020 

Mrs. Amore Powers

Senior Engineer

Bounge International 

123 Main Avenue 

04567 NY 

Dear Mrs. Amore Powers, 

The Creative Hands Designs Initiative gratefully requests $75,000 in funding for our Main Maternity Hospital Pilot Project. We are grateful for your assistance with our previous project. We designed and manufactured 348 maternity beds for the Mother Jane Maternity Hospital.

We intend to proceed to the next hospital on our list of projects. Our board of directors is excited about this program and eager to get it started.

We intend to provide 450 maternity beds to the Main Maternity Hospital through this project. If you have any further questions, please contact me at (143) 456-5555. 

Thank you for your consideration and time. 

Amore Powers

Executive Director

You May Also Be Interested In: 

  • Request Letter for Bank Statement
  • Request Letter for Employment Certificate
  • Request Letter for Business 
  • Request Letter for Appointment

Final Thoughts 

  • A financial assistance request letter is a letter in which a person, organization, or government asks for financial assistance.
  • Financial assistance may also be requested as part of a fundraising campaign to promote a cause or as part of a refinance loan application.
  • Begin your letter with a quote from the donor’s mission statement. You want to persuade the potential donor that helping you will benefit them.
  • Express your gratitude to the recipient and you should not forget to proofread your letter before submitting it. 
  • Financial Aid Request Letter Sample

Education is a valuable investment in an individual's future, but the cost associated with pursuing higher education can often be a barrier for many students. To help address this challenge, we have prepared four templates for writing financial aid request letters. These templates cover various educational levels, including college/university, high school, graduate school, and vocational/technical school. Each template is designed to express the student's genuine need for financial assistance, highlight their commitment to academic excellence, and provide the necessary information to support their application. It is crucial to personalize these templates by including specific details such as the institution's name, the student's financial circumstances, and any relevant documentation. By utilizing these templates, students can effectively communicate their financial need, demonstrate their dedication to their education, and increase their chances of receiving the necessary support to pursue their educational goals. Remember to follow any additional guidelines provided by the institution regarding financial aid applications. With these templates as a starting point, students can confidently request financial aid and open doors to a brighter future.

Template Requesting Financial Aid Due to COVID-19

Subject: Financial Aid Request Due to COVID-19

Dear Financial Aid Office,

I am writing to request financial aid for the upcoming academic year. I am a (year) student majoring in (major) at (university name). I have been a recipient of (name of scholarship/grant/loan) for the past (number) years.

Due to the COVID-19 pandemic, my family's financial situation has changed significantly. My (parent/guardian/spouse) lost their job as a (occupation) and has been unable to find another source of income. We have also incurred additional expenses for medical bills, rent, and utilities. As a result, we are struggling to pay for my tuition and living expenses.

I am requesting an adjustment to my financial aid package to reflect these changes. I have attached the required documents to verify my financial need, such as tax returns, pay stubs, and bank statements. I appreciate your consideration and understanding of my situation.

I am committed to completing my degree and achieving my academic goals. I have maintained a (GPA) grade point average and participated in (extracurricular activities). I hope to continue my studies at (university name) with your support.

Thank you for your time and attention.

(Your name and student ID)

Template Requesting Financial Aid Due to Medical Emergency

Subject: Financial Aid Request Due to Medical Emergency

Unfortunately, I have recently experienced a medical emergency that has affected my ability to pay for my education. I was diagnosed with (name of condition) and had to undergo (name of treatment/procedure). The cost of the treatment was (amount), which was not covered by my insurance. I have also missed several weeks of classes and work due to my recovery.

I am requesting an adjustment to my financial aid package to help me cover these unexpected expenses. I have attached the required documents to verify my financial need, such as medical bills, insurance statements, and doctor's notes. I appreciate your compassion and flexibility in this difficult time.

I am determined to overcome this challenge and resume my studies as soon as possible. I have been in contact with my professors and advisors to catch up on my coursework and assignments. I value the opportunity to study at (university name) and pursue my career aspirations.

Thank you for your kind consideration.

Template Requesting Financial Aid Due to Change in Family Circumstances

Subject: Financial Aid Request Due to Change in Family Circumstances

However, my family's financial situation has changed drastically since I applied for financial aid. My (parent/guardian/spouse) passed away unexpectedly from a (cause of death). They were the main breadwinner of our family and provided most of the income for my education. We are now facing a severe financial hardship and emotional distress.

I am requesting an adjustment to my financial aid package to reflect this change in family circumstances. I have attached the required documents to verify my financial need, such as death certificate, funeral expenses, and income statements. I appreciate your sympathy and support during this tragic time.

I am dedicated to honoring the memory of my (parent/guardian/spouse) by continuing my education and fulfilling their wishes for me. I have maintained a strong academic performance and involvement in (extracurricular activities). I hope to remain a part of the (university name) community with your help.

Thank you for your attention and generosity.

Template Requesting Financial Aid Due to Academic Improvement

Subject: Financial Aid Request Due to Academic Improvement

I am writing to request financial aid for the upcoming academic year. I am a (year) student majoring in (major) at (university name). I have not received any financial aid from the university so far.

The reason why I did not qualify for financial aid before was because of my poor academic performance in the previous years. I admit that I did not take my studies seriously enough and wasted a lot of time and money on irrelevant activities. I regret my mistakes and take full responsibility for them.

However, I have made a significant improvement in my grades and attitude in the past year. I have realized the importance of education and the value of the opportunity that (university name) has given me. I have raised my GPA from (old GPA) to (new GPA) and earned (number) of credits. I have also joined (extracurricular activities) that relate to my major and career goals.

I am requesting financial aid to reward my academic improvement and encourage me to keep up the good work. I have attached the required documents to verify my financial need, such as transcripts, enrollment verification, and budget plan. I appreciate your recognition and encouragement of my efforts.

I am confident that I can maintain and even exceed my current level of achievement. I am passionate about my major and eager to learn more from the excellent faculty and resources at (university name). I hope to receive your financial support to continue my journey of academic excellence.

Thank you for your consideration and trust.

We are delighted to extend our professional proofreading and writing services to cater to all your business and professional requirements, absolutely free of charge at Englishtemplates.com . Should you need any email, letter, or application templates, please do not hesitate to reach out to us at englishtemplates.com. Kindly leave a comment stating your request, and we will ensure to provide the necessary template at the earliest.

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How to Write a Letter for Financial Aid

Last Updated: May 21, 2023

This article was co-authored by Michael R. Lewis . Michael R. Lewis is a retired corporate executive, entrepreneur, and investment advisor in Texas. He has over 40 years of experience in business and finance, including as a Vice President for Blue Cross Blue Shield of Texas. He has a BBA in Industrial Management from the University of Texas at Austin. This article has been viewed 261,872 times.

You may need to write a financial aid letter if you have gaps in your funding or have experienced major life changes, such as a death in the family. In addition, your school may require you to write a financial aid appeal letter if you have lost funding due to unsatisfactory academic progress. Whatever reason requires you to write a letter, focus on explaining the situation clearly and honestly, and describe how you will succeed in the future if you receive the financial aid you need.

Describing Changes in Your EFC

Step 1 Determine if you have experienced a qualified change in financial status.

  • An involuntary loss of employment (being laid off, terminated, or fired)
  • An involuntary reduction of other earned income, such as child support or unemployment benefits
  • A loss of income due to a disability, illness, injury, divorce, or the death of a family member that supported you financially

Step 2 Contact your school’s financial aid office if you have experienced a qualified change in financial status.

  • Try writing something like: “I am a student at [insert school’s name], currently receiving financial aid. I deeply appreciate the financial aid I currently receive, which is helping me to succeed in [insert your academic program]. However, I have experienced financial hardship, and would like to appeal my financial aid status.”

Step 4 Explain the situation.

  • Begin by writing something like: “Because of circumstances beyond our control, my family has experienced a significant change in financial status, making it impossible to meet my previous expected family contribution. I am requesting that my EFC and financial aid award be reviewed in the light of these circumstances."
  • Next, explain the cause of the financial hardship. Be specific about what has changed. For example, if your parent experienced a significant change in income, list the previous income, the current income, and the reason for the change.
  • Be honest about the change, and about the amount you can contribute to your education-related expenses. Explain exactly what has happened, but do not exaggerate or lie. If you are dishonest, it will backfire and likely disqualify you from receiving any financial aid.
  • Provide as much documentation of your need for financial aid as you can, according to what your school requests. For example, your financial aid office may advise you to include copies of tax forms or income records for you or your parents.

Step 5 Conclude your letter.

  • Try writing something like: “I appreciate the Office of Financial Aid taking the time to review my appeal. An increase in my financial aid award will provide the support I absolutely need to continue my academic program. I am proud to be a member of the community at [school’s name], value the education it provides, and look forward to completing my program in [insert your program of study].

Step 6 Deliver your letter.

Explaining Special Circumstances

Step 1 Determine if you have experienced a hardship qualifying you for a reconsideration of your financial aid.

  • An illness, injury, or disability that has affected your ability to pay for your education
  • Outstanding medical expenses
  • The birth or adoption of children that have affected your ability to pay for your education
  • The death of a close family member

Step 2 Understand factors that will not qualify you for a change in financial status.

  • Credit card debt
  • Mortgage payments
  • Car payments
  • Voluntary early retirement
  • Parents or guardians that do not support your educational expenses

Step 3 Contact your school’s financial aid office before beginning your letter.

  • Try writing something like: “I am a student at [insert school’s name], currently receiving financial aid. I deeply appreciate the financial aid I currently receive, which is helping me to succeed in [insert your academic program].”

Step 5 Explain that you have experienced an event that has affected your need for financial aid.

  • Start by writing something like: “Since my financial aid status was last reviewed, I have experienced [insert a description of the special circumstance]. This change has impacted my ability to contribute to my education, and so I am appealing for an increase in my financial aid award.”
  • Next, explain what has changed, being as specific as you can. For example, if you now have a child that will need daycare if you are to attend school, list the exact cost of the daycare.
  • Provide as much documentation of your need for financial aid as you can. For example, if you are requesting an appeal based on childcare costs, include a copy of a bill or statement from the childcare give.
  • Be honest about the event, and about the amount you can contribute to your education-related expenses. Explain exactly what has happened, but do not exaggerate or lie. If you are dishonest, it will backfire and likely disqualify you from receiving any financial aid.

Step 6 Conclude your letter.

Accounting for Academic Progress

Step 1 Determine if your academic progress has affected your financial aid eligibility.

  • Try writing something like: “During my first two semesters, I did not focus on school the way I should have, because I was working too many hours at my part-time job. I take full responsibility, and am ready to prioritize my education.”
  • Excuses such as not liking your professors or classes, not knowing the guidelines for satisfactory progress, spending too much time socializing, or being unprepared for college coursework will usually not be accepted. Your explanation should concentrate on your responsibility for the problem, and how you will be accountable for it.
  • Provide any documentation you can to support your explanation. For example, if working too many hours caused you to fall behind, provide copies of pay stubs or work schedules along with your financial aid appeal letter.

Step 5 Describe a specific plan for how you will improve.

  • For example, write something like: “I have met with my academic advisor to discuss plans for me to succeed. I will take X, Y, Z courses next semester to move forward in my program. I have developed a schedule so that I will devote X number of hours to educational tasks on A, B, C days. I will also visit the peer tutoring center on B and C days to work further on improving my academic performance.”

Step 6 Conclude your letter.

  • Try writing something like: “I appreciate the Office of Financial Aid taking the time to review my appeal. Continued receipt of financial aid will provide much-needed support as I follow my new plan for academic success. I am proud to be a member of the community at [school’s name], value the education it provides, and look forward to completing my program in [insert your program of study].

Step 7 Deliver your letter.

Expert Q&A

  • You can find sample financial aid letters online, but do not plagiarize them. Your explanation should be in your own words. Thanks Helpful 0 Not Helpful 0

an application letter for financial assistance

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  • ↑ https://www.unigo.com/pay-for-college/financial-aid/how-to-write-a-financial-aid-appeal-letter
  • ↑ http://www.unoh.edu/files/financial-aid/appeal-letter.pdf
  • ↑ https://wayne.edu/financial-aid/receiving/sap/sapappeal/

About This Article

Michael R. Lewis

If you need to write a letter for financial aid because you have less money coming in than before, tell them how your financial status has changed, and provide proof to back it up. For example, prove that you were fired and lost $40,000 of income each year. Don't lie or exaggerate during this process because you could lose all of your financial aid if you get caught. Keep reading for tips from our Financial reviewer on how to write letters for bad grades. Did this summary help you? Yes No

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Letter Samples & Templates

Letter of request for financial assistance.

LETTER OF REQUEST FOR FINANCIAL ASSISTANCE

Asking for financial assistance can be a difficult thing to do. Whether you are asking for financial assistance for yourself or on behalf of a charity, consider these tips for writing an effective letter of request.

1. Identify your audience . Before you write anything, you need to consider who the audience or recipient of your letter will be. If you are asking family or friends for assistance, make sure that your letter does not take advantage of your relationships. You do not want to “guilt” your family or friends into giving you financial assistance. Instead, you want to let them know that their assistance is appreciated, but not required. If you are asking for financial assistance from an organization or business, be sure to let them know if any of their donations are tax deductible.

2. Identify the purpose of the financial assistance. Clearly state in your letter how the money will be used. When you ask for financial assistance, it is important that the person who is donating know how the money will be used, so that he or she can make a wise decision about how much he or she is willing to give. If the financial assistance is for yourself, you may also want to briefly explain why you need the assistance and appeal to their emotions. If you asking for financial assistance on behalf of a charity, give the reader some background on the charity and what the charity has done for the community.

3. Identify how much financial assistance is needed. Let the reader know if the assistance is for a one time event or for an on-going project. If there is a goal that you are trying to reach, let the reader know what that goal is. Do not obligate the reader to give the whole amount. Let the reader know that any financial assistance will be appreciated.

4. Identify methods of payment. Be clear about how the reader is to provide the financial assistance. Let the reader know if the assistance needs to be directed to you or to another party. If you can accepts checks, be sure to let the reader know who to write the check to. Provide your contact information, so that the reader will know how to reach you to make arrangements for any payment. Include your phone number , address, and the best way to reach you. The reader may have questions about the donation, so you want him or her to be able to contact you to get answers.

5. Identify a time frame . Be sure that your letter lets the reader know when the financial assistance is needed. If there is a firm deadline , let the reader know. You may want to give the reader a deadline that is ahead of the real deadline to ensure that you get the assistance in time.

Using these tips, you should be able to write an effective letter to request financial assistance . Remember to thank those who provide you with assistance, and send a prompt note to express your gratitude for their assistance.

Examples

Financial Aid Request Letter

Request letter maker.

Global Warming

Dear Financial Aid Committee,

I hope this letter finds you in good health and high spirits. My name is Tomas Mooney, and I am writing to respectfully request financial assistance for my upcoming academic year at [University/College Name]. I am deeply committed to my education and excited about the opportunities that lie ahead but am currently facing financial challenges that threaten my ability to continue my studies.

After thoroughly reviewing my financial situation, including my family’s income, savings, and expenses, it has become clear that the cost of tuition, books, and living expenses exceeds what my family and I can manage. Despite taking on part-time work and applying for scholarships, there remains a significant gap that I am unable to bridge without assistance.

The education I am pursuing at [University/College Name] is not just a personal goal, but a dream that I share with my family. It represents the opportunity to break a cycle, to achieve something greater, and to give back to my community in meaningful ways. The prospect of having to delay or abandon this dream due to financial constraints is disheartening.

I am applying for financial aid with the hope that your committee will consider my application favorably. Any assistance you can provide would not only help me overcome my current financial barriers but also bring me closer to achieving my academic and career goals. I am more than willing to provide any additional information or documents that may be required for the application process.

Thank you very much for your time and consideration. I am eager to contribute positively to our campus community and am hopeful for the opportunity to do so with your support.

Tomas Mooney

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Home » Letters » Request Letters » Sample Letter Requesting Financial Assistance for Education from Employer

Sample Letter Requesting Financial Assistance for Education from Employer

an application letter for financial assistance

Table of Contents:

  • Sample Letter

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How to use live assistant, additional template options, download options, share via email, share via whatsapp, copy to clipboard, print letter, sample letter financial assistance for education from employer.

To, The Human Resources Manager, __________ (Company Name), __________ (Address)

Date: __/__/____ (Date)

Subject: Requesting financial assistance

Respected Sir/ Madam,

My name is _________ (Name) and I am working in _________ (Department) department of your reputed company as a _________ (Designation). My employee ID is _________ (Employee ID).

I am writing this letter to request you for financial assistance for education. As per your company’s _________ (Policy Name) and _________ (Benefit) I am entitled to avail benefit of financial assistance for education. My _________ (Son/ Daughter/ Self) is pursuing _________ (course name) from _________ (Institute Name) for which I would like to avail the financial assistance in order to support my educational expenses.

I request you to kindly proceed with the requested thing at the earliest. I shall be highly obliged for the same. I am ready to proceed with all required formalities. In case, any query arises, you may contact me at ________ (Contact Number).

Thanking You, ________ (Signature), ________ (Name), ________ (Employee ID)

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  • Start Typing: Enter your letter content in the "Letter Input" textarea.
  • Live Preview: As you type, the content of your letter will be displayed in the "Live Preview" section below the textarea. This feature converts newline characters in the textarea into <br> tags in HTML for better readability.

The letter writing editor allows you to start with predefined templates for drafting your letters:

  • Choose a Template: Click one of the template buttons ("Start with Sample Template 1", "Start with Sample Template 2", or "Start with Sample Template 3").
  • Auto-Fill Textarea: The chosen template's content will automatically fill the textarea, which you can then modify or use as is.

Click the "Download Letter" button after composing your letter. This triggers a download of a file containing the content of your letter.

Click the "Share via Email" button after composing your letter. Your default email client will open a new message window with the subject "Sharing My Draft Letter" and the content of your letter in the body.

Click the "Share via WhatsApp" button after you've composed your letter. Your default browser will open a new tab prompting you to send the letter as a message to a contact on WhatsApp.

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  • Copy to Clipboard: Click the "Copy to Clipboard" button after composing your letter.
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  • Print: Use the print dialog in the browser to complete printing.
  • Financial assistance for education from an employer refers to support provided by the company to help cover educational expenses, such as tuition fees, books, or other related costs.
  • Eligibility for financial assistance for education typically depends on company policies and benefits. Employees may need to meet certain criteria, such as length of employment or specific educational goals.
  • Depending on company policies, employees may need to provide documentation such as proof of enrollment, course details, or estimates of educational expenses.
  • You can write a formal letter to the Human Resources department, clearly stating your request for financial assistance and providing necessary details about your education and expenses.
  • If you have questions or need clarification about the process, you can contact your HR representative or supervisor for guidance and assistance.

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How to Write a Financial Aid Appeal Letter (With Example)

an application letter for financial assistance

Will Geiger is the co-founder of Scholarships360 and has a decade of experience in college admissions and financial aid. He is a former Senior Assistant Director of Admissions at Kenyon College where he personally reviewed 10,000 admissions applications and essays. Will also managed the Kenyon College merit scholarship program and served on the financial aid appeals committee. He has also worked as an Associate Director of College Counseling at a high school in New Haven, Connecticut. Will earned his master’s in education from the University of Pennsylvania and received his undergraduate degree in history from Wake Forest University.

Learn about our editorial policies

an application letter for financial assistance

Bill Jack has over a decade of experience in college admissions and financial aid. Since 2008, he has worked at Colby College, Wesleyan University, University of Maine at Farmington, and Bates College.

an application letter for financial assistance

Maria Geiger is Director of Content at Scholarships360. She is a former online educational technology instructor and adjunct writing instructor. In addition to education reform, Maria’s interests include viewpoint diversity, blended/flipped learning, digital communication, and integrating media/web tools into the curriculum to better facilitate student engagement. Maria earned both a B.A. and an M.A. in English Literature from Monmouth University, an M. Ed. in Education from Monmouth University, and a Virtual Online Teaching Certificate (VOLT) from the University of Pennsylvania.

How to Write a Financial Aid Appeal Letter (With Example)

Let’s say you get accepted to college, but the financial aid package does not work for you and your family. Did you know that many colleges will allow you to submit a financial aid appeal letter to be considered for more financial aid and scholarships?

When I worked in college admissions, I was a part of our college’s “scholarship appeal committee” where I helped evaluate various appeals for more financial aid and merit scholarships.

Related:  Scholarships360’s free scholarship search tool

Jump ahead to:

Starting the merit scholarship appeal process

How to write your merit appeal letter, how to appeal for need-based financial aid.

  • Financial Aid Appeal Example

Can you ask for more money from private scholarships?

  • What can you do the college turns down your appeal?

Feel free to jump ahead to any of the above sections or keep on reading to learn more about the appeals process. Students should also thoroughly review their financial aid award letter to understand what types of aid the college offered them.

Recommended: How to read a financial aid award letter (with examples)

Before you begin thinking about the merit scholarship appeal process, you should make sure that the college or university actually offers merit scholarships. If the institution does not offer merit scholarships, this is a nonstarter (a quick review of their admissions and financial aid website should tell you whether they do).

Once you know that the college does offer merit scholarships, you can inquire about the merit scholarship appeal process and whether they offer it. You can either call the admissions office or email the admissions officer responsible for your region. If they say that there is a process, you can start working on your appeal letter.

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First things first, let’s talk about how you can write a successful merit appeal letter. A successful letter is all about making your case to the admissions officer.

Here is our step-by-step process for writing a merit appeal letter:

  • Begin your letter by introducing yourself, where you are from, and your high school.
  • You should also reiterate how grateful you are to be admitted to the college and how excited you are to potentially attend.
  • Next explain the reasons why you are appealing for money in scholarships–did you receive need-based financial aid? Perhaps you did not receive  enough  need-based financial aid? Or maybe there was a life circumstance that’s making paying for college difficult for your family? If so, provide a brief explanation.
  • Have you accomplished anything significant academically/extracurricularly since you applied? This would be a good time to mention that. Same goes for any new grades/test scores.
  • Do you have more generous merit scholarship offers from other schools? Include the offer letters along with your note. While this may seem a bit crass, it helps give the admissions office context of where you are coming from.
  • Finally, you should conclude the letter by thanking the admissions officer for their time and consideration. You can also restate your interest in the college and why you hope to attend.

Related:  Why didn’t I receive financial aid?

Need-based financial aid is a completely different type of financial aid than merit aid. Colleges award need-based scholarships according to a formula dictated by your family’s financial situation. This means that there is very little (if any) wiggle room for how colleges award need-based financial aid.

With this said, there are two ways that you may be able to receive a reevaluated need-based financial aid package:

  • There was an error on your FAFSA or other financial aid form (like the CSS Profile )
  • Your family’s financial aid situation has changed since you submitted your financial aid forms. Two of the most common reasons that this can happen include dramatically increased medical expenses or a parent loses their job. However, there may be other situations that could impact a family’s financial situation.

In these situations it is absolutely worth contacting the college’s financial aid office to ask if there is any possibility of an adjusted aid package. Generally, the office of financial aid will ask you for a letter explaining your change in circumstances, with context and possible documentation.

Is there any harm to appealing for more financial aid?

When a need-based financial aid appeal is filed, the financial aid officers will examine the entire financial aid application again. In this second, careful review, it is possible that the financial aid officers might see something that could cause the award letter to change for the worse. While this is rare, it is important to know that financial aid appeals can impact your financial aid positively and negatively.

Advice from an admissions professional

Christina Labella | Director of Undergraduate Admissions, Manhattanville University

Financial aid appeal letter sample

Below you will find a financial aid appeal letter sample that you can use as an outline when writing your own appeal letter.

Dear [Ms. Gomez],

My name is [Will Geiger] and I am a senior at [Manasquan High School] in [Manasquan, NJ]. I was so excited to be accepted to [Wake Forest University] as a member of the class of [2024]. 

However, as I weigh my college options, affordability is an important factor for me. [Wake Forest University] is a top choice college for me. [Include 2-3 reasons why the college is a good fit].

I am writing to ask to be considered for any merit scholarship opportunities. [Include 2-3 academic or extracurricular updates from this year]. 

I have been lucky enough to receive the following scholarships from some other colleges:

[Specific colleges and award amounts]

Additionally, I have attached the actual award amounts.

Nonetheless, I want to attend [Wake Forest University] to study [insert major] and can’t wait to study [insert details about specific classes, programs, or professors that you hope to experience at the college]. With my [insert major] degree, I want to go into [insert job or ambition].

Thank you for the opportunity to be reconsidered for additional merit scholarship opportunities. I am honored to be accepted at [Wake Forest University] and hope to be a member of the freshman class.

Please let me know if you have any other questions!

Will Geiger

Private scholarships are almost always awarding a very fixed amount of money so it is unlikely that they are going to be considering appeals. This is unlikely to be a winning strategy for students. Of course, with billions of dollars in scholarship money available each year, nothing should stop you from finding and winning more scholarships!

What can you do if your appeal is turned down?

Once you have exhausted the appeals process and have determined that your financial aid forms accurately represent your family’s financial situation your next best move is to apply for more scholarships and consider more affordable options on your list.

There are still many scholarships available for current high school seniors . Additionally, you should continue to apply for scholarships once you are in college (there are a number of scholarships available for college freshmen ).

In addition to scholarships, you may also qualify for federal work study , which is essentially a part time job to help pay for educational expenses.

If your financial situation simply won’t permit you to accept the college’s offer, there are many other options available . Coding bootcamps , certificate programs , and community college can all help you land a higher-paying job. These alternatives typically take a fraction of the time and cost of traditional college.

Finally, student loans or Income Share Agreements can be a last resort for paying for college. Students should consider all of their federal student loan options before considering any private student loans.

Recommended: How to apply for student loans

Key Takeaways

  • Being accepted by a college means they want you to join their institution
  • As a result, they may be open to considering you for additional merit scholarships
  • Taking an hour to negotiate merit scholarship aid could result in thousands of dollars in scholarships down the line
  • Financial aid appeals will not result in your admission being rescinded

Frequently asked questions about financial aid appeal letters

Will a college rescind my admission if i ask for more financial aid, could i lose my financial aid if i file a financial aid appeal, how do i ask for more financial aid from a college, what if i can't afford my financial aid package, what are some valid reasons for a financial aid appeal.

  • A significant change in your family’s financial situation
  • Recent unemployment
  • High medical related expenses
  • Changes in family size or dependency status
  • Other extenuating circumstances

How long does it take to receive a response to a financial aid appeal letter?

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Your Guide to Writing A Financial Aid Appeal Letter

Kat Tretina

Updated: Sep 4, 2020, 10:44am

Your Guide to Writing A Financial Aid Appeal Letter

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While 86% of first-time, full-time undergraduate students receive financial aid at four-year universities, the financial aid package you receive from your dream school may not be enough to cover all of your education costs. Particularly with the coronavirus pandemic, you and your family may have experienced job losses or lost income, so you may need more help to pay for school than you expected.

You don’t have to take your school’s first word on its financial aid offer. If the school’s awards of scholarships, grants and student loans are insufficient for your needs, here’s how to write a financial aid appeal letter and ask for additional help.

Know When to Write a Financial Aid Appeal Letter

In general, schools will only review a financial aid appeal if there has been a substantial change in your circumstances since you submitted your school application and the Free Application for Federal Student Aid (FAFSA)  that would make you eligible for more need-based aid . For example:

  • You or your parents lost their jobs
  • A parent or spouse passed away
  • You or a family member had major medical expenses

Given the economic impact the coronavirus pandemic has caused, many people may qualify for additional reviews. The 2020-2021 FAFSA required applicants to submit their 2018 tax returns. But in 2020, tens of millions of people have filed for unemployment, so many families may have seen their financial situations significantly change since they filed their 2018 tax returns.

When it comes to appealing financial aid decisions, timing is everything. Financial aid is often limited, so submit your appeal as soon as possible. Universities may only have a small amount of institutional aid available, such as grants or scholarships. Once that money is distributed, they can’t issue more, so your only option may be to take out additional student loans.

Steps to Appeal Your Financial Aid

Every school has its own appeal process, but in general, here’s how to appeal financial aid decisions:

  • Contact the school financial aid office. You’ll want to ask what the process is for filing an appeal. While some schools list this information on their websites, it may be out of date, so it’s always a good idea to speak to a representative directly, so you have the latest information.
  • Fill out the necessary forms. The financial aid representative will tell you what forms to complete. At some schools, there are formal financial aid appeal documents that will ask about your situation and special circumstances.
  • Gather supporting documentation. You will typically have to submit documentation that supports your request for additional aid. For example, if you’re asking for more aid because of recent medical expenses, you should send in copies of your medical bills and signed letters from healthcare providers. If you or your parents were laid off from work, include termination notices or a copy of your unemployment compensation.
  • Craft your financial aid appeal letter. If the school requests a letter, keep it to one page. Be as specific as possible, and focus on concrete incidents that affected your family’s finances.

What to Include in Your Financial Aid Appeal Letter

In your appeal letter for financial aid, explain to the university that you were accepted to the school and are eager to attend. But because of changes to your family’s circumstances, the current financial aid package isn’t enough to cover your total cost of attendance .

Next, detail exactly what occurred that negatively impacted your financial situation. Include dates, if possible. For example, if you lost your job this year, write, “I was laid off in March 2020, and our household income was reduced by 50%.”

Don’t request a specific amount of money; just explain your situation, and that additional aid is needed. The school will review your circumstances and adjust your financial aid accordingly.

Be polite and courteous in the letter. There is no appeals process beyond this, and the financial aid officer’s decision is final, so you want to make as good of an impression as possible.

Financial Aid Appeal Letter Sample

Below is a sample of what a financial aid appeal letter should look like:

Dear Financial Aid Administrator:

I was so excited to receive my acceptance letter and financial aid offer to University of ABC. The school is my top choice for my bachelor’s degree.

Unfortunately, my financial situation has changed since I applied and submitted my FAFSA in November, and the financial aid package right now doesn’t cover a large portion of my education costs. Because my needs have changed, I’m requesting a review to determine if my financial aid can be adjusted to reflect my current situation.

Like many households, my family was affected by the COVID-19 pandemic, and it had an impact on our finances:

  • My mother was laid off from her job in April, causing our household income to decrease by 50%
  • My father was in the hospital in May, and we had $5,000 in hospital bills that insurance didn’t cover
  • With my younger brother in virtual school, there have been increased child care costs

I’ve attached copies of my mother’s termination notice and unemployment benefits, my father’s medical bills and pay stubs for my brother’s care.

I appreciate your help. If you need any other information, please let me know.

Phone Number

Email Address

Mailing Address

How to Submit Your Appeal Letter

When it comes to submitting your financial aid appeal letter, make sure you follow the school’s processes exactly. Some schools will accept appeals electronically, while others will insist that you send it through the postal service.

If the school requested the letter via email, call a few days after you sent it to confirm they received it.

If they asked you to mail it, send it via certified mail, so you know it arrived safely. You can call a week after it was scheduled to arrive to follow up and ask about any next steps.

Some schools will review your appeal and issue a decision right away, while others can take weeks. The financial aid office should be able to give you an idea of the expected timeline.

Your Financial Aid Appeal Was Rejected: What’s Next?

Unfortunately, not all financial aid appeals are successful. In some cases, the university may deny your appeal for additional aid. If that happens, consider the following options:

  • Apply for outside aid. Even if you’re ineligible for institutional aid or federal loans, you may qualify for other scholarships and grants. You can search for scholarships and grants offered by nonprofit organizations, companies and private foundations on FastWeb , Niche  and Scholarships.com .
  • Take out private student loans. While you may not be able to take out additional federal loans, you may qualify for private student loans . Unlike most federal loans, private loans require a credit check, and interest rates and terms vary by lender. Check out the best private student loan lenders .
  • Look for a part-time job. If you’re willing to work while in school, you can use your earnings to offset your education expenses. SnagAJob  and Indeed  can be good resources for part-time work opportunities.
  • Attend a less expensive school.  If your selected university or college is too expensive with the current financial aid package, you may want to consider attending a less expensive school. If you have your heart set on earning a degree from that university, you could go to a state school or community college for two years, then transfer to your dream school to cut down on your education costs.
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Free Scholarship and Financial Aid Request Templates

Our sample templates.

The first step in your college career doesn’t begin with enrollment, or with financial aid applications. Rather, it begins with the gathering of materials needed to make your application to schools and financial aid organizations. Requests for information and materials regarding enrollment in a particular college, or application to a specific scholarship program, must be made formally. And it is important that they be made properly and professionally.

Today, most colleges and universities, and indeed most scholarship sponsors, handle requests for information online. However, there are still those organizations that require students to send formal letters of request through the mail. The process of requesting information on a specific scholarship program, or from a prospective college, may seem fairly straightforward. But whether by mail or email, it is important that any formal request for information be handled in a professional manner. To this end, we have compiled some tips, and some templates, to help students compose the letters of request they will need to begin their college journey.

financial aid templates

Formatting and Proofreading

Before we look at the templates we have provided for your letters of request, we should talk about formatting and the importance of proofreading. Your letter of request for information, to either a school or a scholarship sponsor, will be the first contact you have with that organization. It may be a cliché, but first impressions do count.

When composting your letters, you will want to choose a professional format. Remember, you are not jotting off a note to a friend, but are making a serious request for information on what will be one of the most important experiences of your life. Your college education. Choose a professional format, stick to a businesslike font, and avoid being overly informal in your content. Any correspondence you have with a college, or scholarship sponsor, should be taken as seriously as your application essay .

Once your letter has been written, take the time to make revisions. Check for spelling errors, and proofread the letter for any inaccuracies. You may also wish to have a parent, respected teacher, or guidance counselor proofread your letter before you send it off. For requests made by regular mail, it is customary to include a self-addressed-stamped-envelope (SASE) to cover the cost of return postage for the materials you have requested. This is a small thing that many students forget, but a request without an SASE goes to the bottom of the pile.

Now, let’s look at our two templates.

Sample College Information Request Letter

When requesting information from a college or university, you will want to keep your letter concise and to the point. While you will want to include some information on your educational background, this is not the time to expound on your personal career goals. Stay on point, and make your request in a businesslike tone. Use the sample letter below as a template for your request for information from the colleges and universities which you are interested in attending.

Date Jane Doe [ if you know the name of the college official you are writing to ] Office of Admissions College Name Street Address City, State Zip-code Dear Ms. Doe, [ sir or madam if you do not have the name of the individual who will be handling your request ] I am very interested in [ insert the name of the college or university to which you are writing ] and would appreciate you sending me the following information: [ this list will vary according to your needs ] • Course Catalog • Athletic Program Catalog • Scholarship Information • Financial Aid Application • Residency Information, On-Campus and Off-Campus • [ any other information you feel you need ] Briefly, my academic career has been focused on [ Subject area, or General College Preparatory ] and I have consistently maintained a GPA of [?]. I have also successfully balanced my academic interests with the following activities: [ athletics, hobbies, community service, volunteer organizations, etc ]. I look forward to hearing from you. Sincerely, Your Name Address Phone Number Email Address

Sample Scholarship Information Request Application

Your request for information to a scholarship or grant program will take much the same form as your letter to a prospective college or university. Professionalism is the key. When requesting information on a financial aid program, however, you will want to use the body of your letter to briefly outline why you feel you are qualified for the award in question. Now, this is not the time to submit a full essay on the subject, but it is a chance to give a brief accounting of your background. Briefly discuss your academic successes, your community service involvement, your plans for the future, and why you believe you are an excellent candidate for the scholarship.

Date Jane Doe [ if you know the name of the college official you are writing to ] Organization Name Street Address City, State Zip-code Dear Ms. Doe: [ sir or madam if you do not have the name of the individual who will be handling your request ] I am very interested in [ insert the name of the scholarship or grant in which you are interested, be precise ] or any other financial assistance opportunities available for [ undergraduate, graduate ] students. [ Briefly, craft a few statements that offer information about your academic and extracurricular activities, and your plans for the future. Explain why you believe you are a suitable candidate for the organization's scholarship or grant. Try to be concise, but hit your points solidly. ] Please send me the appropriate application forms, submission deadlines, and any other information necessary to completing a proper application with/for [ name of the organization/title of scholarship or grant ]. I look forward to hearing from you. Sincerely, Your Name Address Phone Number Email Address

These letters of request for information are the first step on your college journey, and it is important to give them the attention they deserve. Before sending your letters, remember to proofread them and to double check for errors. Make certain your return address, and all other contact information, is accurate and up to date. Any delay in receiving your information packets will mean a delay in your final application. That could mean missing the deadline for application to your preferred college or university, or missing out on a valuable scholarship or grant.

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How to Write a Good Financial Aid Appeal Letter (13 PDF Sample Examples)

Published: 26 Apr 2021 Scholarship Application 53,307 views

How to Write a Good Financial Aid Appeal Letter (13 PDF Sample  Examples)

Do you wish to write an appeal letter for financial assistance to your school? Do you want to secure more funding to cover your educational costs? How can you overcome this challenge? It's quite difficult to meet up with the cost of higher education, especially since the outbreak of Covid-19 pandemic.

But worry no more! This article will give you insights on how to write a scholarship appeal letter. There are also great supporting examples that will prepare you to write an effective financial aid appeal letter.

Here is what you will learn...

  • What is a financial aid appeal letter?
  • 10 Good Reasons for submitting a financial aid appeal letter
  • A Step by Step Guide on how to write a good financial aid appeal letter?
  • Parts of a financial aid appeal letter
  • How to structure and format a financial aid appeal letter
  • Tips: What to DO when writing a financial aid appeal letter
  • Tips: What NOT to do when writing a financial aid appeal letter
  • Financial Aid Letter example
  • Sample Example of a financial aid appeal letter PDF
  • Other Sample examples of financial aid appeal letter PDF
  • What to do if your financial aid appeal is denied (Conclusion)

What is a Financial Aid Appeal Letter?

A financial aid appeal letter is a written polite request where you appeal to the school authorities to increase the financial support. Please note that this kind of letter is composed after receiving a monetary award. You may be taken aback when you receive the letter and realize that the aid will not suffice for your educational expenses. In your letter of appeal for financial support, you appeal to the institution to kindly reconsider their initial financial offer. Not all institutions grant the opportunity to appeal for more funding, but with ScholarshipTab, you can definitely compose a convincing financial aid appeal letter. Follow the next step by step guide religiously. But before then, let's see why you would want to write a financial aid appeal letter.

Read: How To Apply For Scholarships - And Get Taken

10 Good Reasons why you should Write a Financial Aid Appeal Letter

Here are some valid yet solid reasons that could make your financial appeal letter convincing enough to incite a positive response.

  • Better School offers : You may have received better scholarship offers from there schools or have been accepted to more affordable schools.
  • Unemployment : Your financial sponsor (parent, older sibling or relative) may have been laid off from work or have his business shut down.
  • Your parents are still paying his educational loan : Your parent might be currently enrolled in an institution or still paying back his student loans.
  • Family Change : Your guardian or parent could be getting a divorce, fighting for alimony or you may be experiencing the loss of a family member.
  • Natural Disaster : You may have been a victim of a serious earthquake other natural distaster and still have to cover up the cost of home repairs.
  • Loss of a Job : You may have been laid off from your part - time gigs, thus have no income to support yourself in school.
  • Offering Family Financial Support : You may be extending financial support to aging parents or family members who livw overseas.
  • Medical Emergency : Your family may have experienced an unexpected medical emergency and have bills to pay.
  • Tuition Fees of Siblings : Your parents may be consumed with paying the high tuition fees oda private school for your siblings.
  • Temporaries Inflated Income : Your guardian may have enjoyed a huge tax benefit or a large compensation but would not be repeated in your next academic year.

Is any of the above circumstances above your case? If yes, then let's get down to business. How do you write a financial aid appeal letter?

Step by Step Guide to Writing a Good Financial Aid Appeal Letter

You may be at the state of delirium. But don't get too upset. You can convince the school authorities to help you out. You really can! Don't give up on your dream school. With an example financial aid appeal letter due to low GPA, you can always write a college financial aid appeal letter and secure the monetary support you deserve. Simply follow the 5 steps below.

STEP 1: Be sure that you want to appeal for more funding

Your reasons for appealing must be solid and most importantly - valid. In writing a financial aid appeal letter, there are three cases in which you may be able to compose a financial aid. For instance, you might have a serious family case of unemployment, financial loss or medical emergency. Or you might want to appeal to increase their financial aid and meet up with the offers you received from other schools. Perhaps you might have a committed an error while filling out your FAFSA application.

STEP 2: The Earlier You Submit Your Financial Aid Appeal Letter, the Better

Write the student financial aid appeal letter sample as soon as possible as possible. If you can, you could have a financial aid appeal letter ready, just in case the initial offer turns out to be insufficient. Do you know why? Because they will definitely be a number of students that have the same concern with you. By the time, you wait for too long, the school might have exhausted their pool of financial resources. So the earlier you complete your scholarship appeal letter example, the better.

STEP 3: Make a research on what to include in your financial aid appeal letter

Before writing an appeal for financial aid, reach out the school and learn if there is a particular procedure for composing a financial aid appeal letter. Also, find out who is the letter supposed to address.

STEP 4: Compose your Financial Aid Appeal Letter

Now, this is the stage where you construct your example of letter for financial assistance. Here is what it should include

  • The address to the designated person in the financial and office.
  • Go straight to the point. State that you are appealing for a financial aid and give concrete reasons why you need the aid. Also, share your specific circumstances.
  • Attach any document that could solidify the reasons you mentioned earlier.

STEP 5: Patiently wait for a response

Usually, you can expect a response within few weeks to a month. But that depends on the school. Keep in mind that they may be dealing hundreds of submissions. If you don't hear from them, follow up. If you do hear from them and the response is positive, hurray! If you hear from them and the response in negative, don't panic. You can opt out for scholarships or colleges with affordable tuition fees.

Find out: Top 40 Scholarship Interview Questions And Answers Example (PDF for Download)

Parts of a Financial Aid Appeal Letter

As earlier mentioned, you might view it demoralizing to find it out that the initial financial aid is below your expectations. Nevertheless, you can compose your example of letter for financial assistance in a way that the content will flow and your audience will sympathize and get into action. Here is how you write your letter!

Address and Salutation:

That should include a date and the name of the designated person, the address of the financial aid office and a salutation.

Introductory Paragraph:

In writing a letter for financial assistance, you are expected to heartwarmingly appreciate the committee’s gesture in supporting you financially. Explain that you don't take the offer for granted. Then, state that you want to appeal for additional financial aid. Lastly, introduce the reasons why you are requesting for that.

Body Paragraphs:

From the next two paragraphs of the following financial aid appeal sample, you learn that you can expatiate your circumstances and prove how the challenges you face would affect you financially in school. Also, explain why you deserve the extra financial support.

Concluding Paragraph:

Once again, indicate your appreciation for granting your FAFSA application. Reiterate how important this additional support is to you and state that you attach all the necessary documents that prove your story. Then, end your letter asking for financial aid with your email address and cell phone number.

Financial Aid Appeal Letter Formatting

The structure and layout of financial aid appeal letter essays is as important as its content. This means that you have to pay undiluted attention to ways of making the financial aid appeal letter eye - catching and edible. Only a good financial aid appeal format can give you that. So here are the following tips:

  • Maximum number of pages will be 1 and ½.
  • Set one inch margin on all sides
  • The content should be left align
  • Line spacing is 1 or 1. 5 inch
  • Double spacing between the paragraphs
  • Send your financial aid appeal letter in a PDF file
  • Fonts like Calibri, Arial and Times New Roman are welcome.
  • Don't be tempted to use justification. Left side alignment is easy on the eye.

Click: How To Write A Good Scholarship CV/Resume - Sample Scholarship CV/Resume Template

TIPS: What to DO when writing a financial aid appeal letter

  • Be polite and honest . Simply explain your family circumstances in a polite and clear manner.
  • Attach the necessary documents to the financial aid letter of support that prove the validity of your challenges and makes your story convincing.
  • Indicate appreciation and show how thankful you are for having your initial application for financial support granted.
  • Keep your letter concise and involve more facts yet less emotions.
  • Submit your letter as soon as possible to give your college ample time to review your request.
  • Stick to the college's procedure on how to appeal the initial financial award package.

TIPS: What NOT TO do when writing a financial aid appeal letter

  • Don't fail to include details about how hardworking you are and your success record.
  • Don't sound rude or demanding . You are the one that needs the cash.
  • Don't just address the financial aid office. Address the designated person at the financial aid office .
  • Don't submit your letter without proofreading for possible grammatical errors.
  • Don't be ashamed. Be confident yet not overly assertive.
  • Don't complain too much or demand more sympathy.

Check out : How To Write A Good Recommendation Letter For Scholarship Application (8 Sample Examples PDF)

Sample Example of a Financial Aid Appeal Letter

To thoroughly demonstrate how to write a thought - provoking financial aid appeal letter, here is an attractive financial aid appeal letter template. Here, Mauricio Gael is a prospective student of the Fairwell Business School and has just received a financial aid offer. But his family has been a victim of a natural disaster in southern Italy. In the next college financial aid appeal letter sample, this makes the initial offer insufficient so Mauricio Gael appeals for more funding.

22 - 04 - 2021

Devon Macbeth,

Financial Aid Office,

University of Fairwell,

Fairwell Business School,

Dublin Ireland.

Dear Mr. Macbeth,

My name is Mauricio Gael. I recently gained admission to study International Finance at the Fairwell Business School. I was also granted a decent financial aid. I am deeply grateful for this opportunity to realise my goals. I happen to be emotionally attached to the college because it is the only school that would secure a stable future in the finance world. This is a kind gesture that I will hardly forget. However, I humbly appeal for more funding as my family and I have been victims of a harrowing earthquake.

As you must have heard from the news, Southern Italy has been plagued by a devastating earthquake that has devoured lives and properties. Thankfully, no life was lost in my family. However, the cost of this unforeseen tragedy has drastically reduced our savings for education. Our house has been repeatedly destroyed and the treatment of my elder brother who has sustained injuries is expensive.

I understand funding can be challenging to provide but I assure that your investment in me will yield fruits. My past academic success and leadership experience can testify to how responsible, dependable, studious and hardworking I am. I have been awarded number times for my academic excellence and industriousness. I don't intend to stop working hard for my education.

An increase in the financial aid would help in lifting my academic expenses off the shoulders of my family sponsors. And I would devote my full attention to my studies. Attached here are the bills of the home repairs, the re - installation of electrical appliances, the current receipts of medical bills and the pictures of our wrecked home. Thank you for sympathizing, indicating understanding and considering my application.

Mauricio Gael,

[email protected]

+3456892391572

Sample Example of Financial Aid Appeal Letter PDF

In the above financial appeal letter sample, Mauricio faced a family emergency that was unplanned. He appreciated the school for granting the financial aid but politely explained why the support was insufficient at that time. What's your situation? Download the financial aid sample letter PDF and be fully guided on composing your own content.

Other Sample Examples of a Financial Aid Appeal Letter

You know there are different circumstances that demand a tailored financial aid appeal example. It could be extenuating circumstances, suspension, FAFSA. You might also be needing a financial aid reconsideration letter or perhaps financial aid petition letter example. You name it! So here are some sample examples that would fit such circumstances.

Sample Letter for Extenuating Circumstances for Financial Aid

Do you face circumstances that seem tolerable but still need a financial helping hand? Or could just a financial aid appeal letter for bad grades be enough?

Download this sample letter for extenuating circumstances for financial aid.

Fafsa Appeal Letter

Has there been an error in your FAFSA application and want to rectify it?

Download this fafsa appeal reasons examples of special circumstances letter.

Asking for More Financial Aid Sample Letter

Have you gotten your initial financial offer but doesn't seem to be enough? Would you like to ask for more?

Download the asking for financial assistance letter.

Read: 100 Study Abroad Frequently Asked Questions

Merit Scholarship Appeal Letter Sample

Do you madly want to get the Merit Scholarship award?

Download this application for financial aid sample letter and win the merit scholarship.

Appeal for Financial Help for Treatment

Has your family been facing medical challenges? Is money at the lowest ebb?

See how you can appeal for financial help for treatment with this sample letter of appeal for financial support .

Financial Aid Suspension Appeal Letter

Have you been suspended? Has your financial aid been affected by this development? Do you think you can write a financial aid reinstatement appeal letter example?

Gain the attention of the school committee by downloading and editing this financial aid suspension appeal letter sample.

Reconsideration Letter for Scholarship

Did your grades in the scholarship process not meet the standards of the school? Do you badly want to get a letter of appeal for reconsideration of scholarship sample?

Download this reconsideration letter for scholarship and get a second chance.

Examples of SAP Appeal Letters

Are you finding difficult to get examples of sap appeal letters on the Internet? Do you badly need an example sap appeal letter for financial aid?

Here is one the top examples of sap appeal letters you can get from Scholarship Tab.

Letter to Financial Aid Office Sample

Would you like to write a financial aid appeal letter and send it to the financial aid office right away? Nothing should stop you form composing an appeal letter for financial assistance.

Download this letter to the financial aid office sample and submit straight to the financial aid office.

Special Circumstances Financial Aid Letter Example

Are you facing difficult circumstances that are quite unique in nature? Have they affected your finances? What if you get a special circumstances letter sample?

Download and edit this special circumstances letter example.

Student Loan Appeal Letter Sample

Do you want to secure a loan for yourself while in school? Do you think a good tuition appeal letter sample would do the trick?

See how you can get a student loan with this student loan appeal letter sample .

Find out: 20 Best Scholarship Websites For International Students

Grant Appeal Letter Sample

Do you want to receive a grant but don't know how to get it? Have you received one that doesn't seem to be enough?

Download this captivating grant appeal letter sample so that you get the money you desire.

What to Do if Your Financial Aid Appeal is Denied?

Don't lose hope. Some schools offer the option to submit a secondary appeal to your school's financial aid office. If your school allows that, then you have to present more documents that prove your story.

Suppose this doesn't turn out to be successful. Still, don't give up. You can get a student loan, or get a part - time job that could cover your expenses. In any case, know this: when there is a will, there will always be a way!

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How to Write a Financial Aid Appeal Letter

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Dive deeper into FAFSA

When you need to apply: Find out the FAFSA deadline

How much aid you'll get: Estimate your financial aid award

What's on your FAFSA checklist: What you'll need to complete the application

Your financial aid letter: Understand and compare offers

If you get a financial aid award that’s less than you hoped — or if your circumstances changed since you first applied — it’s not your last shot to get money for college. But you have to ask for it.

Your best option in certain cases is to submit a financial aid appeal letter.

Top Private Student Loan Lenders

Best private student loan overall.

3.99-17.99% College Ave Student Loans products are made available through Firstrust Bank, member FDIC, First Citizens Community Bank, member FDIC, or M.Y. Safra Bank, FSB, member FDIC.. All loans are subject to individual approval and adherence to underwriting guidelines. Program restrictions, other terms, and conditions apply. As certified by your school and less any other financial aid you might receive. Minimum $1,000. Rates shown include autopay discount. The 0.25% auto-pay interest rate reduction applies as long as a valid bank account is designated for required monthly payments. If a payment is returned, you will lose this benefit. Variable rates may increase after consummation. This informational repayment example uses typical loan terms for a freshman borrower who selects the Flat Repayment Option with an 8-year repayment term, has a $10,000 loan that is disbursed in one disbursement and a 7.78% fixed Annual Percentage Rate (“APR”): 54 monthly payments of $25 while in school, followed by 96 monthly payments of $176.21 while in the repayment period, for a total amount of payments of $18,266.38. Loans will never have a full principal and interest monthly payment of less than $50. Your actual rates and repayment terms may vary. This informational repayment example uses typical loan terms for a freshman borrower who selects the Deferred Repayment Option with a 10-year repayment term, has a $10,000 loan that is disbursed in one disbursement and a 8.35% fixed Annual Percentage Rate (“APR”): 120 monthly payments of $179.18 while in the repayment period, for a total amount of payments of $21,501.54. Loans will never have a full principal and interest monthly payment of less than $50. Your actual rates and repayment terms may vary. Information advertised valid as of 7/10/2024. Variable interest rates may increase after consummation. Approved interest rate will depend on the creditworthiness of the applicant(s), lowest advertised rates only available to the most creditworthy applicants and require selection of full principal and interest payments with the shortest available loan term.

Variable APR

5.59-17.99% College Ave Student Loans products are made available through Firstrust Bank, member FDIC, First Citizens Community Bank, member FDIC, or M.Y. Safra Bank, FSB, member FDIC.. All loans are subject to individual approval and adherence to underwriting guidelines. Program restrictions, other terms, and conditions apply. As certified by your school and less any other financial aid you might receive. Minimum $1,000. Rates shown include autopay discount. The 0.25% auto-pay interest rate reduction applies as long as a valid bank account is designated for required monthly payments. If a payment is returned, you will lose this benefit. Variable rates may increase after consummation. This informational repayment example uses typical loan terms for a freshman borrower who selects the Flat Repayment Option with an 8-year repayment term, has a $10,000 loan that is disbursed in one disbursement and a 7.78% fixed Annual Percentage Rate (“APR”): 54 monthly payments of $25 while in school, followed by 96 monthly payments of $176.21 while in the repayment period, for a total amount of payments of $18,266.38. Loans will never have a full principal and interest monthly payment of less than $50. Your actual rates and repayment terms may vary. This informational repayment example uses typical loan terms for a freshman borrower who selects the Deferred Repayment Option with a 10-year repayment term, has a $10,000 loan that is disbursed in one disbursement and a 8.35% fixed Annual Percentage Rate (“APR”): 120 monthly payments of $179.18 while in the repayment period, for a total amount of payments of $21,501.54. Loans will never have a full principal and interest monthly payment of less than $50. Your actual rates and repayment terms may vary. Information advertised valid as of 7/10/2024. Variable interest rates may increase after consummation. Approved interest rate will depend on the creditworthiness of the applicant(s), lowest advertised rates only available to the most creditworthy applicants and require selection of full principal and interest payments with the shortest available loan term.

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Sallie Mae Undergraduate Student Loan

4.15-15.49% Lowest rates shown include the auto debit. Advertised APRs for undergraduate students assume a $10,000 loan to a student who attends school for 4 years and has no prior Sallie Mae-serviced loans. Interest rates for variable rate loans may increase or decrease over the life of the loan based on changes to the 30-day Average Secured Overnight Financing Rate (SOFR) rounded up to the nearest one-eighth of one percent. Advertised variable rates are the starting range of rates and may vary outside of that range over the life of the loan. Interest is charged starting when funds are sent to the school. With the Fixed and Deferred Repayment Options, the interest rate is higher than with the Interest Repayment Option and Unpaid Interest is added to the loan’s Current Principal at the end of the grace/separation period. To receive a 0.25 percentage point interest rate discount, the borrower or cosigner must enroll in auto debit through Sallie Mae. The discount applies only during active repayment for as long as the Current Amount Due or Designated Amount is successfully withdrawn from the authorized bank account each month. It may be suspended during forbearance or deferment. Advertised APRs are valid as of 7/12/2024. Loan amounts: For applications submitted directly to Sallie Mae, loan amount cannot exceed the cost of attendance less financial aid received, as certified by the school. Applications submitted to Sallie Mae through a partner website will be subject to a lower maximum loan request amount. Miscellaneous personal expenses (such as a laptop) may be included in the cost of attendance for students enrolled at least half-time. Examples of typical costs for a $10,000 Smart Option Student Loan with the most common fixed rate, fixed repayment option, 6-month separation period, and two disbursements: For a borrower with no prior loans and a 4-year in-school period, it works out to a 10.28% fixed APR, 51 payments of $25.00, 119 payments of $182.67 and one payment of $121.71, for a Total Loan Cost of $23,134.44. For a borrower with $20,000 in prior loans and a 2-year in-school period, it works out to a 10.78% fixed APR, 27 payments of $25.00, 179 payments of $132.53 and one payment of $40.35 for a total loan cost of $24,438.22. Loans that are subject to a $50 minimum principal and interest payment amount may receive a loan term that is less than 10 years. A variable APR may increase over the life of the loan. A fixed APR will not.

5.37-15.70% Lowest rates shown include the auto debit. Advertised APRs for undergraduate students assume a $10,000 loan to a student who attends school for 4 years and has no prior Sallie Mae-serviced loans. Interest rates for variable rate loans may increase or decrease over the life of the loan based on changes to the 30-day Average Secured Overnight Financing Rate (SOFR) rounded up to the nearest one-eighth of one percent. Advertised variable rates are the starting range of rates and may vary outside of that range over the life of the loan. Interest is charged starting when funds are sent to the school. With the Fixed and Deferred Repayment Options, the interest rate is higher than with the Interest Repayment Option and Unpaid Interest is added to the loan’s Current Principal at the end of the grace/separation period. To receive a 0.25 percentage point interest rate discount, the borrower or cosigner must enroll in auto debit through Sallie Mae. The discount applies only during active repayment for as long as the Current Amount Due or Designated Amount is successfully withdrawn from the authorized bank account each month. It may be suspended during forbearance or deferment. Advertised APRs are valid as of 7/12/2024. Loan amounts: For applications submitted directly to Sallie Mae, loan amount cannot exceed the cost of attendance less financial aid received, as certified by the school. Applications submitted to Sallie Mae through a partner website will be subject to a lower maximum loan request amount. Miscellaneous personal expenses (such as a laptop) may be included in the cost of attendance for students enrolled at least half-time. Examples of typical costs for a $10,000 Smart Option Student Loan with the most common fixed rate, fixed repayment option, 6-month separation period, and two disbursements: For a borrower with no prior loans and a 4-year in-school period, it works out to a 10.28% fixed APR, 51 payments of $25.00, 119 payments of $182.67 and one payment of $121.71, for a Total Loan Cost of $23,134.44. For a borrower with $20,000 in prior loans and a 2-year in-school period, it works out to a 10.78% fixed APR, 27 payments of $25.00, 179 payments of $132.53 and one payment of $40.35 for a total loan cost of $24,438.22. Loans that are subject to a $50 minimum principal and interest payment amount may receive a loan term that is less than 10 years. A variable APR may increase over the life of the loan. A fixed APR will not.

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When to write a financial aid appeal letter

Try to appeal your award as soon as possible before the school runs out of aid.

First, email or call the school’s financial aid office to learn more about its aid award appeals process. Ask who you should get in touch with and any special requirements the school has.

Here are a few circumstances that could warrant writing a letter:

Your or your family’s finances have changed since you submitted the Free Application for Federal Student Aid, or FAFSA . This might include events like the death of a caregiver, a medical emergency, job loss or homelessness.

You made an error on the FAFSA you think may have affected your aid award.

You got a better aid offer from another school and you’re asking the school to match.

» MORE: What to do if you didn’t get enough financial aid

The amount of aid you request depends on the gap you need to fill. If you only need a few thousand dollars more to pay for college, an appeal could be enough. If you have a larger gap — $10,000 or more — you may need to consider additional avenues, like student loans .

If you need money more immediately due to a financial emergency, your school may have emergency grants . Contact your school's financial aid office to see what's available.

What to include in your financial aid appeal letter

You can mail a letter, deliver in person or send an email, depending on the school’s process. SwiftStudent , a free tool developed by multiple colleges and educational advocacy organizations, has financial aid appeal letter templates available.

Your financial aid award appeal letter should include the following:

An address to a specific person. Find a specific contact at the financial aid office to direct your letter to, rather than a generic “Dear Sir or Madam”

A clear “ask” and a specific “why.” Ask the office to reconsider, then offer a clear-cut reason why you need more aid money.

Details of any special circumstances. Explain your situation in an open and honest way. If there’s been a financial change since you submitted the FAFSA, ask the office to adjust your cost of attendance based on your new circumstances.

Appropriate documentation. Include any relevant documents that support your explanation and refer to them in the letter. If the aid office requires specific forms, include those as well.

An exact amount. Provide a real financial aid amount that would enable you to attend the school. If you need aid for specific things, like travel costs or supplies, be sure to name them.

A competing offer, if you have one. If another school offered you more financial aid, include the offer and ask the school to match it.

Next steps. Ask what the next stages are in the appeal process.

More than one “thank you.” Open and close with gratitude. Thank the office for the financial aid you already got and for considering your appeal.

» MORE: What happens to federal financial aid if you fail a class?

As you compose the letter, make sure to:

Write it yourself. It may be tempting to have a parent appeal on your behalf, but your case will be stronger if you ask for more money for yourself, in your own words.

Be careful of word choice and tone. The tone of the letter should toe the line between humble and assertive. Since you’re the one making a request, swap a term like “negotiate” for “reconsider.”

Be clear and succinct. Write no more than one page.

Pay attention to grammar. Have someone you trust read your letter before sending it to check for any errors.

What to do if your appeal is unsuccessful

If your appeal isn't successful or still leaves you short of what you need, here are some other options:

Consider other financial sources. Look for scholarships that may still be available beyond the college. If you're already taking out federal loans, consider private student loans to close the gap. Compare offers from multiple lenders before choosing a loan.

» MORE : L ast-minute strategies to pay for college

Rethink your college choice . If it’s unlikely you’ll get enough financial aid for every year of college, consider going to a less expensive school. Doing so could save you from a high debt burden you’ll be paying back for many years to come.

7 steps to appeal your financial aid

Step 1. Contact the school’s financial aid office to find out the appeals process.

Step 2. Find the best person to write the appeal letter to.

Step 3. Determine how much aid to ask for.

Step 4. Gather documents to support your request.

Step 5. Write a financial aid appeal letter that is no more than one page and includes details of why you need more money.

Step 6. Submit your letter, documentation and any forms the school requires.

Step 7. If you get a positive response, congratulations! If you still need additional aid or your request is denied, consider scholarships and loans. Alternatively, consider another school that has a lower price tag or offers more aid.

On a similar note...

an application letter for financial assistance

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Financial aid appeal letters: what they are and how to write one.

an application letter for financial assistance

Key takeaways

Submitting a financial aid appeal letter won’t guarantee that you’ll get approved for more aid, but it could increase your chances.

It may be wise to submit a letter if another school has offered you more financial aid or if your financial circumstances have changed since submitting your FAFSA.

State the reason you need more aid clearly and concisely in your letter and keep a respectful tone to increase your chances of getting more aid.

After receiving a financial aid decision from your college, you can submit a financial aid appeal letter. This letter states additional information as to why you deserve more financial aid. It should only be submitted if the original financial aid decision did not consider changed circumstances or additional information not reflected on the Free Application for Federal Student Aid (FAFSA).

The letter includes information like why the situation has changed to reduce your household’s income or mentioning that another school offered more financial aid. The letter should be polite, succinct and professional, stating why the decision might impact your ability to attend the school.

Overturning the initial financial aid situation is not a given, but a well-worded letter could give you a chance to access greater financial aid.

What is a financial aid appeal letter?

After you submit your FAFSA and apply to a college, your college will send you a financial aid award letter detailing every type of aid available to you, including scholarships, work-study and federal student loans. Your financial aid is determined by the information you gave on your FAFSA, but circumstances may have changed since you submitted it.

If this is the case, you can send a letter to your school’s financial aid office appealing for more aid. While rare, it is possible to get more financial aid through this process. For some, a well-written letter is the only shot at getting more aid.

The letter should be submitted with care and for specific reasons; simply wanting more funds for financing your education isn’t enough. You’re most likely to receive more aid if you’ve experienced severe financial hardship since filling out your FAFSA.

How to write a financial aid appeal letter

Your financial aid appeal letter should explain your financial situation and why you need more aid, not a demand for more money.

Before you start writing, call your school’s financial aid office to discuss your options. Some colleges may have a different process than an appeal letter.

Don’t wait to write your appeal letter

Write your appeal letter as soon as possible to increase your chances of more aid. Schools have limited financial aid, so it’s smart to get your letter in early during the admissions process.

Look up the application closing date at your school and submit the letter well before, if possible. If you’re further into the admissions process, submit the letter as far before the term start date as possible.

Address a specific person

In your letter, you can address someone in the financial aid office you’ve talked to or someone listed on the department’s website. For more instruction, call the financial aid office and ask for the name of the best person to address. Addressing a specific person adds a personalized touch to your letter.

You may also want to ask how they’d like to be addressed for a title, such as including a Ms. before their name, if requested.

Be clear and concise

Explain your specific requests in a succinct, respectful tone. Your tone matters; stick to the facts of the situation and explain how the lack of financial aid impacts your ability to attend the school. You can find guides to help you write concisely, like the one from the University of Arizona .

Use specific examples to support your claim

Don’t hesitate to provide detailed examples of your current situation. If one of your parents was laid off, for instance, include details about when it happened and how much your family’s income has been reduced.

For instance, you might write in your financial aid appeal letter, “The situation with my family’s net income level has changed. My mother has had to go in for extensive medical treatment due to a car accident, and we are paying $30,000 in out-of-pocket medical bills.”

End on a positive note

Thank the specific person you addressed in the introduction, and thank them for the opportunity to request more financial aid. Express gratitude and end on a friendly note, with the expectation that you’ll hear from them soon.

While writing a professional letter like this can be intimidating, there are online resources and templates that you can use to guide you through the writing process. Before sending, see if you have a trusted friend, family member or school counselor proofread your letter.

Work with the financial aid office in case they also require proof of changed circumstances or any other paperwork.

Financial aid appeal letter example

Dear Ms. Linda Johnson, My family’s income situation has changed since we submitted my FAFSA form, so I am requesting a financial aid appeal. My mother lost her job on April 16th due to a layoff. She provided the primary income for our household, so our family’s total income has dropped from $110,000 to $40,000 per year. I kindly ask that you re-review my financial aid benefits to reflect the new household income of $40,000 per year. Our recent financial hardship may affect my ability to attend your school in the fall semester. Thank you very much for allowing me to submit to the appeal process and for considering this updated information. I look forward to hearing from you soon. Sincerely, Jane Smith

Good reasons to write a financial aid appeal letter

When it comes to writing an appeal letter, there are specific circumstances that increase your chances of approval.

Another school offers more financial aid

If you apply to more than one school and find a big difference in financial aid packages, use that gap to bolster your appeal for more aid. However, only compare offers at similar types of schools. For example, don’t compare an offer at a private university with one from a large, public university in an appeal letter.

If you have two schools comparable in size and stature, compare both of your aid packages. Then calculate the amount of financial aid you should receive based on the school’s net price calculator (NPC), available on school websites.

“If your offer is lower than what was estimated on the school’s NPC, then you have a good case for an appeal,” says Jonathan Howard, a financial planner at SeaCure Advisors.

In your appeal letter, state the larger offer you received and the NPC information of the school you’re sending the letter to. This will create a stronger case and increase your chances of an appeal.

Your financial circumstances have changed

If your or your family’s financial situation changes or is not accurately portrayed on the FAFSA, you have a strong appeal case, says Howard.

“Schools that only use the FAFSA for financial aid applications aren’t collecting very much information,” he says. “Circumstances like job loss, or medical expenses — both of which are huge issues for many families due to the COVID-19 pandemic — would not appear on the FAFSA.”

Some circumstances that warrant a financial aid appeal letter are:

Death of an immediate family member.

Unexpected medical expenses.

Job loss or a reduction in income.

Homelessness.

What to do if your appeal letter gets denied

There are still plenty of ways to make higher education more affordable if your appeal letter gets denied:

Apply for scholarships. Apply for as many scholarships as you can. Because you don’t have to pay back these funds, they’re an ideal first step if you need help paying for college. There are scholarships available for just about everything , from schools, nonprofits and private organizations.

Consider private student loans. After maximizing your federal aid and scholarship opportunities, private student loans can help cover any remaining costs. They’re usually a last resort since they can have higher interest rates than federal student loans, and they don’t have the same benefits. However, with high loan amounts and some unique features, they are worth considering if you otherwise can’t afford your education.

Look at other programs. If you’ve exhausted every other financial aid option, consider a more affordable schooling option. Online schools and community colleges are often thousands of dollars cheaper than four-year universities. Many students attend community college for the first year or two of their education before transferring to a more expensive four-year college.

Bottom line

It can be daunting to write a financial aid appeal letter. You may worry you are coming off as needy or demanding, for instance. However, if you state the facts as clearly as possible, keep a respectful tone and write for a good reason, there’s nothing to worry about. You may just end up with the same amount of financial aid as before. If the letter is successful, you could save thousands of dollars on your education.

RequestLetters

Sample Letter Asking For Financial Assistance For Medical: Free & Effective

In this article, I’ll share a step-by-step guide, complete with customizable templates and personal tips, to empower you to write a persuasive letter asking for financial assistance for medical expenses.

Key Takeaways Understanding the Purpose : Learn the significance of clarity and empathy in your letter. Step-by-Step Guide : A detailed walkthrough from the salutation to the conclusion. Template : A customizable template to kickstart your letter-writing process. Personal Tips : Insights from my experience to enhance your letter’s effectiveness. Engagement Request : Share your experiences and tips in the comments for a collective learning experience.

Step-by-Step Guide to Writing Your Letter

Step 1: address the letter appropriately.

Start with a formal salutation, addressing the recipient by name if possible. If you’re unsure of the name, “Dear Sir/Madam” or “To Whom It May Concern” are acceptable alternatives.

Step 2: Introduce Yourself and Your Situation

Begin with a brief introduction of yourself and an overview of your medical condition. Be transparent but concise about your circumstances and the financial challenges you’re facing due to your medical bills.

Step 3: Explain Your Financial Situation

Detail your financial constraints, emphasizing why you need assistance. Include relevant information about your income, expenses, and insurance coverage (or lack thereof). This transparency helps build trust with the reader.

Step 4: Specify the Assistance You Need

Be clear about the kind of assistance you’re seeking. Whether it’s a reduction in medical bills, a payment plan, or a grant, specify the amount or type of help you need.

Step 5: Attach Supporting Documents

Trending now: find out why.

Mention any attached documents, such as medical bills, income statements, or letters from your healthcare provider. These documents lend credibility to your request.

Step 6: Express Gratitude and Close the Letter

Conclude by thanking the recipient for their time and consideration. Close with a formal sign-off like “Sincerely” followed by your name.

Template for Financial Assistance Letter for Medical

[Your Name] [Your Address] [City, State, Zip] [Date]

[Recipient’s Name or Organization’s Name] [Recipient’s Address] [City, State, Zip]

Dear [Recipient’s Name or “To Whom It May Concern”],

I am writing to request financial assistance for my ongoing medical treatment. My name is [Your Name], and I have been diagnosed with [Medical Condition]. Despite having [Type of Insurance, if any], I am facing substantial medical bills that I am unable to cover due to my financial situation.

Currently, I am employed as [Your Job] and earn [Your Income]. However, my monthly expenses, including rent, utilities, and ongoing medical costs, exceed my income. Attached, you will find documentation detailing my financial status and medical expenses.

I respectfully request [Specific Assistance Needed] to help manage my medical bills. Your support would significantly alleviate the financial burden and enable me to focus on my recovery.

Thank you very much for considering my request. I am grateful for any assistance you can provide and am happy to provide any further information or documentation needed.

Sincerely, [Your Name] [Contact Information]

Personal Tips from Experience

  • Be Personal and Honest : Share your story genuinely. People are more likely to respond to authenticity.
  • Be Specific : Clearly state what you need. Vague requests are less likely to be met.
  • Follow Up : Don’t hesitate to follow up if you don’t hear back. Persistence can pay off.

Engage with Us

Have you written a letter asking for financial assistance for medical expenses? Share your experiences or tips in the comments below. Your insights could be invaluable to someone in a similar situation. Let’s support each other through these challenging times.

By sharing our stories and strategies, we can build a community of support and guidance for those struggling with medical expenses. Your contribution could be the beacon of hope someone needs today.

Related Posts

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  • Hardship Letter Due To Medical Condition Sample: Free & Effective

Frequently Asked Questions (FAQs)

A person wearing a neck brace looking sad

Q: What is a Medical Assistance Letter?

Answer : A Medical Assistance Letter is a written communication addressed to an organization, charity, or individual seeking financial aid or support to cover medical expenses. It serves as a formal request for assistance, outlining the individual’s medical condition, financial situation, and the specific type of support needed.

Q: Who should I address the Medical Assistance Letter to?

Answer : The recipient of your Medical Assistance Letter should be an organization, charity, or individual known for providing medical assistance or financial aid for medical purposes. Research and identify the appropriate recipient that aligns with your specific needs and circumstances.

Q: What information should I include in the Medical Assistance Letter?

Answer : In your Medical Assistance Letter, include your personal details such as your full name, address, phone number, and email address. Provide a concise overview of your medical condition, treatment, and any relevant medical history. Explain the financial strain caused by your medical expenses, your current financial situation, and the specific assistance you are seeking.

Q: How should I structure the Medical Assistance Letter?

Answer : The Medical Assistance Letter should follow a formal letter format. Begin with your contact information and date, followed by the recipient’s details. Use a polite and compassionate tone throughout the letter. 

Structure it with an introduction stating the purpose, a paragraph providing background information, a clear request for assistance, an explanation of your financial situation, and a closing expressing gratitude and requesting a response.

Q: How long should the Medical Assistance Letter be?

Answer : It is best to keep the Medical Assistance Letter concise and to the point. Aim for a length of one to two pages, focusing on the essential details of your medical condition, financial situation, and assistance requested. Be clear and articulate while avoiding unnecessary details or information.

Q: Should I include supporting documents with the Medical Assistance Letter?

Answer : Yes, it is recommended to include relevant supporting documents with your Medical Assistance Letter. These may include medical bills, doctor’s reports, diagnosis details, insurance information, and any other documentation that supports your case. Attach copies of these documents to provide evidence and strengthen your request for assistance.

Q: How should I express gratitude in the Medical Assistance Letter?

Answer : In the closing paragraph of your Medical Assistance Letter, express sincere appreciation for the recipient’s time and consideration. Use phrases such as “Thank you for your attention to my situation” or “I am grateful for your consideration and support.” Show gratitude for the opportunity to request assistance and emphasize your hope for a positive outcome.

Q: What is the appropriate tone for a Medical Assistance Letter?

Answer : The tone of your Medical Assistance Letter should be polite, respectful, and professional throughout. It is essential to strike a balance between expressing the urgency of your situation and maintaining a courteous and grateful attitude. Avoid using negative or demanding language and focus on presenting your case with clarity and empathy.

Q: Can I follow up on my Medical Assistance Letter if I don’t receive a response?

Answer : Yes, it is appropriate to follow up on your Medical Assistance Letter if you don’t receive a response within a reasonable timeframe. Wait for a reasonable period, typically a few weeks, and then consider sending a polite follow-up email or making a phone call. Express your gratitude once again, restate your request, and kindly inquire about the status of your application.

Q: Are there any specific guidelines or requirements for writing a Medical Assistance Letter?

Answer : While there are no strict rules, it is important to tailor your Medical Assistance Letter to your specific situation and the requirements of the recipient, if any. Research the recipient’s guidelines, if available, and follow any specific instructions provided. 

Additionally, ensure that your letter is clear, concise, and well-organized, and that it effectively communicates your medical condition, financial need, and request for assistance.

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Quick guide to application requirements

Thank you for your interest in applying for Mayo Clinic financial assistance. You may qualify for full or partial financial assistance. Completing the following application and providing the proper requested documentation helps Mayo Clinic determine if you qualify for financial assistance.

You also can apply for financial assistance through your Patient Online Services account, where you can upload all documents and receive follow-up from our team there. If you'd prefer not to use Patient Online Services to submit your application and supporting documentation, please complete this form in its entirety, including attestation and date of completion, and submit it with all supporting documentation in person, by mail or by fax.

Please note: The more complete your supporting documentation, the faster and more effectively we can assess options. This process is often delayed by incomplete documentation — please refer to the checklist below to make sure you include as much information as you can.

Checklist of requested documentation:

  • Completed and signed application. If you are married, spousal signature also is required.
  • Last three months of bank statements for all banks. If you are married, include spousal statements.
  • Description of need for financial assistance.
  • Verification of current income. Note that if you are married, spousal information also is required.
  • If currently employed: Provide tax statements — including all schedules and attachments — for last two filed years or, if not applicable, last two months of pay stubs. Note that we cannot accept tax transcripts or personal checks in place of pay stubs.
  • If currently unemployed: Provide unemployment letter, unemployment benefits or termination letter.
  • If retired: Provide documentation of Social Security benefits, pension or retirement income.
  • Also include if applicable: Disability letter or Medicaid denial letter if uninsured.
  • If an active student: Provide copies of most recent federal income tax return including all schedules for the parent or guarantor who claims you as a dependent.
  • If you have existing medical debt to other health care providers, please list all debt in detail so that your account can be considered for catastrophic financial assistance.

Note: Not all documents are needed if you only incurred services at NHSC locations including Barron, Cameron, Rice Lake, Mondovi, Osseo, and Menomonie, Wisconsin, and Albert Lea, Minnesota, including behavioral health and Fountain Centers. See application for more information.

Mayo Clinic will not be able to determine eligibility for financial assistance without the above documentation. Failure to provide the requested information will result in a delay in processing and potential continuation of billing and collection activity. Please do not send documents that are altered, stapled or clipped, and please note that Mayo Clinic cannot return original documents to you.

If you need help or have questions, please contact our customer service team at 844-217-9591 (toll-free), Monday through Friday, 8 a.m. to 5 p.m.

Send documentation to Patient Account Services:

507-284-3445

Mayo Clinic Rochester RO WE 01 800K-R 200 First Street SW Rochester, MN 55905-0001

If you would like to submit your completed application and documents in person, please do so at any of our offices on the Arizona, Florida or Minnesota campus. Please submit documents in an envelope and ensure they are not altered, stapled or clipped. Please also note that we will be unable to make copies of documents for you.

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Defining FAFSA

Why the fafsa matters, how to apply for fafsa, types of aid available, what is fafsa your key to federal student aid.

Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate student loans to write unbiased product reviews.

  • The Free Application for Federal Student Aid, or FAFSA, determines if you qualify for student aid. 
  • Even if you don't think you are eligible for aid, it's still worth filling out the FAFSA. 
  • You can file the FAFSA online, via a mobile app, or by mailing in a PDF application. 

What it stands for

The Free Application for Federal Student Aid, or FAFSA, is a form that determines what types of student aid you qualify for. You'll need to provide various documents to determine how much financial aid you'll receive. 

Most colleges and universities use the information provided on the FAFSA to determine your financial aid package for undergraduate or graduate school, which includes aid from both the government and your school. You can list up to 10 schools to your FAFSA application, though you may add or remove schools after you submit the form initially. 

You can fill out the FAFSA yourself or with the help of your parents. You never have to pay anyone to complete your FAFSA for you.

Some schools won't consider you for aid based on academic merit unless you complete the FAFSA. Individual colleges and states may have different deadlines, so be sure to check with your institution to make sure you don't miss a deadline. You have to fill out the FAFSA for each academic year you want aid. 

Apply even if you're unsure

Even if you don't think you're eligible for financial aid, there's no way to know for sure unless you apply. Millions of dollars are left on the table each year by students who don't complete the FAFSA, so it's worth the time it takes to fill out the form. You should apply as early as possible for the best chance at qualifying for the most aid. 

You can either fill out the FAFSA form  online or send in a PDF application by mail. If you're applying online or via the mobile app, the process is easiest with a Federal Student Aid ID, which you is a username and password you can create for free and use to sign the FAFSA. The form should take about 30 minutes to complete. 

Have the following information ready:

  • Social security number or alien registration number
  • Federal tax returns from previous school year
  • Records of untaxed income
  • Cash, savings, checking, and investment account balances

After you submit your FAFSA, you'll receive an email within a few days notifying you that the Department of Education has processed your FAFSA. Your information will then be sent to the schools you listed on your form. Then, you'll get financial aid offers from the various schools you listed on your form once you're accepted. 

You should fill out the FAFSA, even if you don't think you'll get aid. The application is quick to complete and you'll be able to see the options you have to pay for school. 

There are three kinds of aid available through the federal government: grants, work-study, and loans. You don't need to repay grants or work-study, but you'll have to pay back loans.

  • Grants: Often given based on exceptional financial need or if you belong to a designated group. Learn more about types of  federal grants here . 
  • Work-study : Often given based on when you apply, your level of financial need, and the amount of money your school has available. Work-study is a type of financial aid that provides part-time positions for students with financial need to earn money for academic expenses.
  • Loans : Subsidized loans are given based on financial need, while eligibility for unsubsidized and Direct PLUS loans isn't based on financial need. You should consider loans after grants and work-study aid. Interest rates on federal loans are fixed. 

Any student planning to attend college, even part-time, should fill out the FAFSA.

No, there is no fee to submit the FAFSA.

You can fill out the FAFSA starting on October 1 for the upcoming school year. It's recommended you apply as early as possible.

If you need help with FAFSA, contact your school's financial aid office, the Federal Student Aid Information Center, or find resources on studentaid.gov.

To remain eligible for federal aid each year of college, you need to fill out and submit the FAFSA every year.

an application letter for financial assistance

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Archive Alert

The new Individual Assistance updates only apply to disasters declared on or after March 22, 2024. Read about the updates.

FEMA Assistance Available for Texans Affected by Hurricane Beryl

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Release Date Release Number
HQ-24-128

WASHINGTON -- Texans who have disaster related needs due to Hurricane Beryl may be eligible for disaster assistance under FEMA’s Individuals and Households Program. Currently, residents living in Brazoria, Chambers, Galveston, Harris, Jackson, Jasper, Jefferson, Liberty, Matagorda, Montgomery, Orange, Polk, San Jacinto, Walker  and Wharton counties may be eligible for disaster assistance. Additional counties may be added in the future if requested by the state and warranted by further damage assessments.

FEMA Assistance Can Help Jumpstart Recovery

Individuals and families in these counties may be eligible to receive Serious Needs Assistance , which is a one-time $750 payment per household for essential items like food, water, baby formula, breast feeding supplies, medication and other emergency supplies. 

Eligible survivors may also receive Displacement Assistance , which is money to help with housing needs if you cannot return to your home because of the disaster. The money can be used to stay in a hotel, with family and friends or other options while you look for a more permanent housing solution.

In addition to Serious Needs and Displacement Assistance, eligible survivors may receive money for rental assistance, basic home repairs, personal property losses and other eligible expenses related to Hurricane Beryl.

People who applied for and received FEMA assistance for the severe storms that occurred in April can still apply and receive assistance for damage as a result of Hurricane Beryl if their primary home is located in one of the 15 declared counties. 

Residents in any Texas county who experienced property damage are encouraged to report their damage using the Texas Division of Emergency Management’s online Individual State of Texas Assessment Tool (iSTAT) by visiting damage.tdem.texas.gov .

How to Apply for FEMA Assistance

The first step residents can take to jumpstart their recovery is to apply for FEMA assistance. There are four easy ways to apply and learn about other forms of assistance that may be available.  

  • Online at DisasterAssistance.gov. If you have access to Wi-Fi and your electronic devices have power, applying online is the easiest, fastest and most convenient way to apply.
  • On the FEMA App  for mobile devices. You can also use the app’s Disaster Recovery Center locator feature to find an open center nearby.
  • Visiting any Disaster Recovery Center, for locations and hours, go online to fema.gov/drc .
  • Calling the FEMA Helpline at 1-800-621-3362. Calls are accepted every day from 6 a.m. to 10 p.m. CDT. Wait times may be unusually high and applying online at  disasterassistance.gov is the quickest way to complete an application at this time. Help is available in most languages. If you use a relay service, such as video relay (VRS), captioned telephone or other service, give FEMA the number for that service. To view an accessible video about how to apply visit: FEMA Accessible: Registering for Individual Assistance - YouTube . 

FEMA disaster assistance is intended to meet the basic needs of your household for uninsured or underinsured necessary expenses and serious needs in order to jumpstart your recovery. 

Recovery Is a Whole Community Effort 

Texas residents also have the support of voluntary agencies to help them on their path to recovery. Nonprofit partners like the American Red Cross have been on the ground since day one and have hundreds of volunteers who are welcoming people at shelters, providing comfort and a warm meal. The Salvation Army is coordinating a mass feeding operation and has canteens activated across the Gulf Coast region and continue to support over 20 service locations in Texas.

Residents may receive free services to clean up their homes with the help from Crisis Cleanup by calling 979-217-3791 . The hotline is open through July 19 and can connect people with volunteers from local relief organizations, community groups and the faith-based community who may be able to assist. 

FEMA, volunteer organizations and the entire federal family are committed to helping Texans recover and will continue working closely with the state to identify needs and address challenges that may arise for as long as it takes.

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    Avoid honoring them solely by their title. Be direct, concise, and civil. E.g; Mr. Matthews, Mrs. Jones, Ms. Atkinson, etc. The next step is to write the body of the letter. Explain succinctly the cause of the financial hardship. Be specific and honest about what has changed and about the amount of money needed to alleviate your circumstantial ...

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    Step-by-Step Guide: How to Write a Financial Aid Request Letter. Start with Personal Details: Begin by introducing yourself, including your name, student ID (if applicable), and the program you are enrolled in. State the Purpose: Clearly mention that you are writing to request financial aid. Explain Your Financial Situation: Be transparent ...

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    Introduction. Start with a polite and professional introduction. Mention your name, the program you are enrolled in, and the purpose of your letter. Explanation of Financial Need. Be honest and specific about your financial situation. Provide detailed information about your income, expenses, and any extenuating circumstances that contribute to ...

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    A well-crafted letter can be your gateway to potential scholarships, grants, or other funding opportunities.Here's how to articulate your needs effectively. Key Takeaways. Understand the Purpose: A letter for financial assistance for education is written to request funds for academic expenses. Gather Information: Collect all necessary information about the funding source and your educational ...

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    6. Deliver your letter. Once you have written your letter, you should deliver it to the address you have been instructed to, such as your school's financial aid office (in hard copy or electronically, according to its specification). Method 2.

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    1. Identify your audience. Before you write anything, you need to consider who the audience or recipient of your letter will be. If you are asking family or friends for assistance, make sure that your letter does not take advantage of your relationships. You do not want to "guilt" your family or friends into giving you financial assistance.

  12. Financial Aid Request Letter Example [Edit & Download]

    Financial Aid Request Letter. Dear Financial Aid Committee, I hope this letter finds you in good health and high spirits. My name is Tomas Mooney, and I am writing to respectfully request financial assistance for my upcoming academic year at [University/College Name]. I am deeply committed to my education and excited about the opportunities ...

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    Below you will find a financial aid appeal letter sample that you can use as an outline when writing your own appeal letter. Dear [Ms. Gomez], My name is [Will Geiger] and I am a senior at [Manasquan High School] in [Manasquan, NJ]. I was so excited to be accepted to [Wake Forest University] as a member of the class of [2024].

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  18. Free Scholarship and Financial Aid Request Templates

    Stay on point, and make your request in a businesslike tone. Use the sample letter below as a template for your request for information from the colleges and universities which you are interested in attending. Date. Jane Doe [ if you know the name of the college official you are writing to] Office of Admissions. College Name.

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    STEP 3: Make a research on what to include in your financial aid appeal letter. Before writing an appeal for financial aid, reach out the school and learn if there is a particular procedure for composing a financial aid appeal letter. Also, find out who is the letter supposed to address.

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    In this article, I'll share a step-by-step guide, complete with customizable templates and personal tips, to empower you to write a persuasive letter asking for financial assistance for medical expenses.. Key Takeaways. Understanding the Purpose: Learn the significance of clarity and empathy in your letter.; Step-by-Step Guide: A detailed walkthrough from the salutation to the conclusion.

  25. Quick guide to application requirements

    Completing the following application and providing the proper requested documentation helps Mayo Clinic determine if you qualify for financial assistance. You also can apply for financial assistance through your Patient Online Services account, where you can upload all documents and receive follow-up from our team there.

  26. How to Apply for FEMA Assistance in Texas After Hurricane Beryl

    Texans who applied for FEMA assistance after the April 26-June 5 storms and flooding, and who had additional damage or losses from Hurricane Beryl, can make a separate application for Hurricane Beryl assistance. FEMA's disaster assistance offers new benefits that provide flexible funding directly to survivors.

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    Application 2024 -2025 APPLICATION Get the most aid available. Millions of dollars of financial aid go unused every year because students don't think they will qualify, which in many cases isn't true. The California College Promise Grant (CCPG) waives community college enrollment fees if you're eligible. Fill out the . FAFSA. or the