Financial Aid Information and Timeline

  • 2016-2017

    For all students planning on attending UMES for Fall 2016 and/or Spring 2017, the following information will hopefully provide you with some understanding of how the financial aid process here at UMES works. Please review the calendar at the bottom of this page to answer some of the common questions we receive about the Financial Aid process.

    For starters, we strongly recommend that all applicants for financial aid complete the 2016-2017 FAFSA prior to March 1, 2016 which is the priority deadline for the state of Maryland as well as UMES for possible additional financial aid funding. If you missed this deadline, please complete your FAFSA as soon as possible. Applying early not only allows us to consider you for additional funds (based upon eligibility), but helps you to know early on what types of financial aid you will be offered. See the timeline at the bottom of this page for more information about when we will begin notifying new and returning students of their financial aid amounts.

    Once you have received your Financial Aid Offer, via postal mail for new students and campus email for returning students, it is mandatory that the student log onto their HawkWeb account to accept/decline/reduce their Federal Direct Student Loans. Please refer to "How to Respond to Your Financial Aid Offer" and "Conditions of Awards" details.

    For students that have been selected for "verification" by the Department of Education (an * appears next to the EFC on the Student Aid Report-SAR) and students that have items that need further clarification, additional information will need to be submitted to the Office of Student Financial Aid (OSFA)Below we have listed some common items we request along with links to specific forms and further instructions on completing these items. All items listed below may be faxed to our office at 410-651-7670 or mailed to UMES, Office of Student Financial Aid, SDC Bldg, Suite 1100, Princess Anne, MD 21853.


    This worksheet is a required item to be completed by the student and parent and requires that all household members and untaxed income is listed. Make sure the student sections (A,B,and C) and the parent sections (D and E) and all signatures required in section F have been completed.

    INDEPENDENT- This worksheet is a required item to be completed by the student and requires that all household members and untaxed income is listed. Make sure all sections of the form and all signtures required have been completed.



    You have the option of using the IRS Data Retrieval Tool, within the FAFSA application, to verify your tax information OR you can submit an official IRS transcript for the 2015 tax year.
    Our office recommends, if eligible, that you use the IRS Data Retrieval Tool because it accurately completes the financial sections of the FAFSA and is faster and easier than requesting an official IRS tax transcript. Once you have logged onto your FAFSA for 2016-2017, and have transferred the IRS information into the application without changes, be sure to follow through and submit the correction so our office can receive notification that the Retrieval Tool was used. Please reference "How To Use the IRS Data Retrieval Tool" for step-by-step instructions.

    If you are unable/ineligible to use the IRS Retrieval Tool, please reference our  "How to Request an IRS Transcript" instructions.

    If your income has significantly reduced in 2016 due to your employment situation, and you feel that your 2015 Federal Tax Returns do not accurately reflect your current average income, you should consider completing a  Request for Special Consideration/Re-evaluation.


    CITIZENSHIP STATUS- if you are an eligible non-citizen, you may be asked to provide a completed  Citizenship Verification Form as well as additional documentation to verify that. Those documents may include a legible copy of:

    *US Birth Certificate/Passport
    *Certificate of Naturalization
    *Permanent Resident Card
    *I-94 indicating "Refugee,", "Asylum Granted," "Parolee,"Victim of human trafficking," "Cuban-Haitian Entrant" or T-Visa holder

    Students attending on F1 or F2 student visa, a J1 or J2 exchange visitor visa, or a G series visa-you are NOT eligible for federal student aid.


    VERIFICATION OF INDEPENDENT STATUS- If you have special circumstances that allow you to be considered an independent student, we may ask for documents supporting that claim. Here are some examples of acceptable documentation:

    Legal Guardianship-copy of court document assigning legal guardianship
    Deceased Parent(s)-copies of death certificates
    Foster Care-letter from your case worker
    Ward of Court-copy of court document showing you are/were in custody of the state
    Emancipated Minor-copy of court document showing you were emancipated as a minor
    Homeless Youth-letter from high school liaison, director of HUD shelter, director of runaway/homeless youth center

    If you are not a student with any of the above listed circumstances, but feel your circumstances are unique and extenuating, and are unable to provide parent information on the FAFSA, please review our  Dependency Override Request form to see if you qualify to apply.



    January New FAFSA for 2016-2017 is available for completion at

    UMES Office of Student Financial Aid (OSFA) begins to receive 2016-2017 FAFSA's and begin notifying students who are selected for verification via mailed letter.

     Check your "To Do" list on HawkWeb (Student Center).


    1st -deadline for consideration for additional aid from the State of Maryland (residents only) and the UMES OSFA. It is encouraged that all students begin inquiring into institutional as well as external scholarship opportunities.

    Begin notifying NEW students to UMES of their financial aid awards via mailed letter (Financial Aid Award Notification). Letter is only sent once all documents requested by the OSFA have been returned and reviewed. Please allow 2-4 weeks for this process to be completed.

    Check your "To Do" list on HawkWeb (Student Center).


    Continue notifying NEW students to UMES of their financial aid awards via mailed letter (Financial Aid Award Notification). Letter is only sent once all documents requested by the OSFA have been returned and reviewed. Please allow 2-4 weeks for this process to be completed.

    Check your "To Do" list on HawkWeb (Student Center).


    Continue sending notifications to new students as files are reviewed. Students should start receiving responses from external scholarships.

     Check your "To Do" list on HawkWeb (Student Center).

    Begin notifying RETURNING students to UMES of their financial aid awards via campus email as well as being able to view/accept/decline awards on HawkWeb.    NOTE: Awards are not calculated until all grades from Spring 2016 have been recorded.
    Begin processing PLUS loan and Alternative/Private loan requests.
    Financial aid funds that have been received will be disbursed to student's account 1 week prior to the start of classes. If students are planning on placing funds on their Hawkcard for bookstore purchases, we highly recommend it is done prior to the first disbursement.
    Refund checks are processed weekly for funds that have been disbursed to the students account and a credit balance shows (not showing as anticipated). New students, and first time loan borrowers, need to complete their Loan Entrance Counseling and Master Promissory Note (MPN) at before loan funds can be disbursed on their account.
    Check your "To Do" list on HawkWeb (Student Center) to make sure there is nothing needed from you.
    Verify that all financial aid on your account has been disbursed and there is no "anticipated" aid for the Fall semester. If there is "anticipated aid", see a counselor in the financial aid office to verify all items have been done.
    PRIOR to leaving for the Winter Break, all students should review their student account on HawkWeb and verify that there is no balance showing for the Fall semester. If the student has a balance, it may cause problems with securing housing and/or re-enrolling for the following Spring.