Dependency Status
Learn how to determine dependency (dependent or independent).
For financial aid purposes, a student's dependency status
determines whether the parents' information must be included on
the FAFSA and who has primary responsibility for educational
expenses.
- If the student is dependent for financial aid purposes,
both the student and the student's parent(s) must
complete the FAFSA. The student and parents are jointly
responsible for educational expenses.
- If the student is independent for financial aid
purposes, only the student, and if married, the
student's spouse, complete the FAFSA. The student alone
is responsible for paying educational expenses.
Note: The Internal Revenue Service (IRS) and U.S.
Department of Education rules for determining dependency are
different.
Dependency Criteria
For the 2005-2006 school year, a student is considered
independent only if he or she can answer "yes" to any one of the
following questions:
- Was the student born before January 1, 1982?
- Will the student be working on a degree beyond a
bachelor's degree in the school year 2005-2006?
- Is the student married?
- Does the student have a child who receives more than
half of his or her support from the student, or does the
student have dependents other than a spouse?
A legal dependent is defined as any of the following:
- A biological or adopted child who receives more
than half of his or her support from the
student;
- A child for whom the student has been appointed
legal guardian, and who gets more than half of
his or her support from the student;
- Any other person who:
- Lives with and receives more than half
of his or her support from the student
at the time of application; and
- Will continue to receive that support
during the award year (i.e., July 1,
2005 to June 30, 2006);
- A child that is expected to be born during the
award year, and who, when born, will receive
more than half of his or her support from the
student.
- Are both of the student's parents deceased, or was the
student a ward/dependent of the court until age 18?
- Is the student a veteran of the U.S. Armed Forces?
A veteran is defined as a person who:
- Served on active duty in the Army, Navy, Air
Force, Marines or Coast Guard; or
- Was a cadet or midshipman at one of the service
academies; and
- Was not discharged dishonorably.
- There is no minimum length of service. A student
who is on active duty at the time of
application, but expects to be discharged by the
end of the award year, should answer "yes" to
this question.
- Persons who were members only of the National
Guard or Reserves and were never called to
active duty are generally not considered to be
veterans and should answer "no" to this
question.
A student who answers "no" to all six questions is dependent
and must complete both the student and parent sections of the
FAFSA.
A student who answers "yes" to any one of the six questions
is independent and must complete only the student sections of
the FAFSA.
For non-federal funds, such as institutional aid, some
schools may require independent students to provide parental
information on the FAFSA. An independent student may also need
to provide parental data for certain federal programs
administered by the U.S. Department of Health and Human
Services.