Graduate Students Financial Need Assessment Form Summer

Graduate Students Financial Need Assessment Form (NAF): Summer 2023

This form is used by registered full-time Graduate students (also to accompany a need-based travel application).

Name:

Student ID Number:

I AM APPLYING FOR: (select from the list below)

Deadline dates to apply: (Forms will be accepted the next business day if deadline falls on a weekend or holiday)

Bursary/Need-based scholarships:

(emails are sent within 5-10 business days.)

July 7 (after July 7, NAFs will be considered for a U of G bursary only on a first-come, first-served basis)

Work Study: (decisions are emailed within 5-10 business days)

June 16

Need-based travel grant: (must submit a travel grant application)

See Travel Grant Application for deadline date

Citizenship / Residency / Government Aid

CITIZENSHIP STATUS:

Canadian Citizen Permanent Resident Protected Person

(International Students must complete the International Student Financial Need Assessment form)

RESIDENCY: Choose the first option that best describes your current residency situation:

I have lived in Ontario all of my life.
Ontario is the last province in which I lived (or will have lived) for at least 12 months in a row without being a full-time post-secondary student.
Ontario is the last province in which my spouse has lived (or will have lived) for at least 12 months in a row without being a full-time post-secondary student.
I live in Ontario now and I have lived in Canada for less than 12 months in a row.
I live in Ontario and none of the previous statements apply to me. My home province/territory is:

GOVERNMENT AID:

I will or have applied for OSAP: Yes No
I will or have applied for Out-of-Province government assistance: Yes No

GTA / GRA / GSA Information

To be completed by the Chair (or designate) of your department even if reporting $0 (applications will not be processed if this is incomplete)

Semester

Source (circle type)

Amount Committed to this Student

Summer 2023

GTA / GRA / GSA

Signature of Chair (or designate)

Print Full Name

Date

FOR OFFICE USE ONLY:

OSAP/OOP AMT:

SAG:

UNMET NEED:

DATE:

INITIAL:

BURSARY

WORK STUDY

COMMENTS:

Initial & Date

Approve

Deny

Initial & Date

Approve

Deny

AMOUNT:

AIDE:

CMC:

EMERGENCY CHEQUE REQUIRED:

Information Required

Enter your pre-study income (gross earnings for the 16-week period prior to the start of your study period.)

Were you registered as a full-time student during your pre-study period? Yes No

Student bank loan/Personal Line of Credit (available balance only):

A) Income / Resources

Complete this section for 4 months ONLY (May to August).

Bank balance before paying tuition/expenses at the start of this study period.

Parental or spousal financial contribution

Married/Common Law students not on OSAP or Out-of-Province funding: You must attach a copy of your partner’s 2021 Notice of Assessment

Total Amount of OSAP or Out-of-Province Assistance (please attach proof of OOP Loan) you will receive for this study period

Scholarships or Bursaries you will receive during this study period

GTA/GRA/GSA for this study period

Employment income during this study period (do not include GTA/GRA/GTA)

Sponsorship funding: report the full amount to be received for this study period

Total RRSPs: provide the date that you last attended high school full-time (mm/yy):

Investments and savings (e.g. GICs, mutual funds, bonds, TFSAs, RESPs, etc.), specify:

Government income (e.g. child tax benefit, etc.), specify:

Any other income you will be receiving this study period not listed above

TOTAL Resources (Report on Line 1 below)

B) Expenses

Choose the ONE best option that explains your academic plans

I am Single, will be registered full-time in a Graduate Program and will live away from home.

Claim $16,790

I am Single, will be registered full-time in a Graduate program and will live at home with parents/guardians.

Claim $8,310

I am married/Common Law and my partner is not a full-time student. I will be registered full-time in a graduate program.

Claim $18,430

I am married/Common Law and my partner is a full-time student. I will be registered full-time in a graduate program.

Claim $11,310

I am a sole support parent and will be registered in a full-time graduate program.

Claim $17,990

Indicate the number of dependent children you have; claim $2,650 per child.

# dependent children: x $2,650 = Claim this amount:

Other expenses (e.g., prescriptions not covered by insurance, etc). You must attach receipts for verification.

Travel expenses: Only if you are participating in a U of Guelph approved travel program. Your application must be accompanied by a Travel Grant Application for consideration of a bursary and travel award.

TOTAL Expenses (Report on Line 2 below)

C) Financial Need

Line 1 (from Section A: Resources)

Line 2 (from Section B: Expenses)

FINANCIAL NEED: Subtract Line 2 from Line 1

Consent to Release Information:

If you are selected for an award from the University of Guelph where one of the criteria is financial need, could we provide the donor of the award your name and program information? This decision will not affect your eligibility for award consideration.

Yes No

Comments / Explanation

Attach a separate sheet if you have any comments or explanations to provide.

I certify that the information contained in this application is complete and true. I agree to provide Student Financial Services with any documentation necessary to verify the above noted information. I understand that failure to provide such documentation may affect current or future eligibility for the bursary program. I further understand that should my eligibility for the bursary program be terminated, I may be required to refund any monies I have received from the University under the bursary program.

Signature:

Date:

Completed forms can be scanned and emailed from your University email account to awards@uoguelph.ca.