How to Write A Successful Financial Aid Appeal Letter?

A Step-by-Step guide about how to write a successful financial aid appeal letter. Learn how to draft a letter and what to include in it. When writing an appeal letter, it’s important to keep several factors in mind. Check out for the few guidelines which we have provided.

Updated by Niharika Padiga on 26th March 2020

When writing an appeal letter, it’s important to keep several factors in mind. A Step-by-Step guide on how to write a successful financial aid appeal letter. Learn how to draft a letter and what to include in it. Check out for the few guidelines which we have provided below.


How to Write A Successful Financial Aid Appeal Letter?

Finally, you have decided to go to a great college (yes!) only one thing to search out is if the college is giving you the expected money to pay for your education.

In your financial aid letter, include all the documents and information of any specific circumstances. Successful financial appeal letter is one of the best ways of getting more money for college.

When to Write a Financial Aid Appeal Letter?

It is better to request for financial aid as early as possible before it is too late.

First, contact through email or call the financial aid office of the college to know more about the process. Inquire whom you should contact and ask whether the school has any special prerequisite.

Below are few points to remember while writing a letter:

  • You or your family finances have changed since you submitted your FAFSA. This may include a medical emergency, loss of your job or homeless.
  • If you made any mistakes while filing the FAFSA, this might also lead to losing your financial aid.

What to Include in Your Financial Aid Appeal Letter?

Your letter includes the following:

  • An address to a particular person: Search for a person at the college to send your letter directly.

  • A clear “ask” and a specific “why”: Inquire the college administrator to review your letter and then provide a specific reason why you require more aid.

  • Particulars of specific incidents: Tell about your current situations honestly. If you have any changes in financial status while submitting the FAFSA, request the college advisor to check and ask for any adjustments with the attendance cost.

  • Correct documents: Provide any related documents that will help to your financial aid letter. If the college office asks for any particular applications, include them too.

  • A perfect amount: Ask for exact aid or check for what financial assistance you are eligible for you to attend the college. If you require the amount for any specific things, such as housing, traveling cost or supplies, be sure to name them.

  • Another offer if you have one: If you had another better financial aid offer from another college, include that offer and ask the college to match them.

  • Further guidelines: Inquire what will be further steps in the appeal process.

  • More than one gratitude: Mention/Thank the office for considering your offer and for financial aid you already received.


Things to Consider

It's important you consider the following when composing a letter.

Write by yourself: Make sure to write the letter with your own handwriting as this would have a strong impression.

Check your words and tone: The tone of your letter should be clear and be sure of what you are writing. Request. Do not order.

Be clear and straight: Finish your letter in just one page. The longer it is, the more time it takes and no one would want to spend time reading so much.  Avoid writing more than one page.

Check out for grammar: It’s the most important aspect you should keep in mind regarding the errors, grammatical mistakes while sending an appeal letter.

Seven Steps to Follow

Step 1: Contact the college administrator for the basic appeal process.

Step 2: Search the best person to write an appeal letter to.

Step 3: Think about how much aid you want.

Step 4: Collect all your documents to uphold your appeal.

Step 5: Don’t write an appeal letter with more than one page which possesses info about why you require more money.

Step 6: Acknowledge your letter, necessary documents and any other forms that the college asks.

Step 7: When you ask for more financial aid and if it denies, ask for student loans and scholarships.


Five Types of Financial Aid Appeals

  1. Special situation appeal

  2. Attendance cost student budget appeal

  3. College appeal

  4. SAP-Satisfactory Academic Appeal Progress

  5. Unexpected Situations


Sample Letter

September 8th, 2019

Mrs. John Hopkins
Office of Financial Aid
University of Wisconsin
302 Street Name
City, State
Zip

Dear ABC,

I am DEF, an undergraduate, and I am very much interested in attending University/College this fall. I feel very much grateful for your detailed financial aid package. After my application got selected, my family has unexpectedly experienced a huge financial crisis.

Just a day after my aid information, my father suddenly lost his job. He is our family’s income provider. My mother works as a part-timer with fewer wages. Alternatively, we are unable to meet the funds and I need this aid for my college expenses, tuition, and books.

It is my great request to attend the college this fall and I personally ask you to review my award with respect to these new sudden situations. Your help is highly appreciated if you could take your time to review my appeal.

Check the attached proof of my father’s termination. It could be great if I could provide any further detailed information or any questions I can answer for you.

Please do not hesitate to contact me through email or call. I will give you immediate response.

Sincerely,
ABC
1111 street
City, State, Zip
165-465-4598
ABC@email.com