Types of Financial Aid



Financial Aid Focus

Types of Financial Aid

College financial aid programs, both need- and merit-based, fall into two major categories: gift aid and self-help aid. Gift aid doesn't have to be earned or repaid by the student. Self-help aid must be earned or repaid.

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Institutional Grants and Scholarships

Type: Gift Aid

What is It?

Gift aid received from colleges and universities is referred to as institutional aid, since the money comes directly from the school's resources. These awards, particularly those that are merit-based, are usually highly competitive and may be awarded only to those who meet school deadlines and demonstrate academic achievement.

What Can You Receive?

Varies widely depending on the school and the program. Award amounts can range from as little as several hundred dollars to a full scholarship.

Eligibility

Again, depends on the program. Most are based on academic performance or athletic ability.

Conditions

Depends on the program; but most require students maintain minimum academic standards.

How Do You Apply?

Contact the school's financial aid office for details.

State Grants

Type: Gift Aid

What is It?

Most states have grant programs—some based on financial need, others on academic distinction.

What Can You Receive?

Varies widely depending on the state and the program. Award amounts can range from as little as several hundred dollars to a full scholarship.

Eligibility

Again, depends on the program. Most are based on financial need or academic competitiveness. In addition, many state programs require that you be a resident of that state.

Conditions

Many state programs require that you attend a college or university in that state.

How Do You Apply?

Varies. Check with your high school guidance counselor or contact your state's department of education.

Federal Pell Grant

Type: Gift Aid

What is It?

The Pell Grant is the single largest grant program in the country, totalling more than $7 billion in award money.

What Can You Receive?

The maximum grant award for 2002-2003 is $4,000.

Eligibility

Eligibility for this program is based on financial need, the cost of the school, and full/part-time status. Most middle-income families do not meet the need-based criteria.

Conditions

Federal Pell Grants do not need to be repaid.

How Do You Apply?

You must complete and submit the Free Application for Federal Student Aid (FAFSA).

Federal Perkins Loan

Type: Self-Help Aid

What is It?

Under this program, colleges draw from a pool of money and make loans directly to students. The college decides the amount and the recipients.

What Can You Receive?

The maximum loan amount is $4,000 per year. Interest is 5% and does not accrue while the student is in school.

Eligibility

Eligibility for this program is based on demonstrated financial need using the federal need-analysis formula.

Conditions

Repayment begins 9 months after college graduation.

How Do You Apply?

You must complete and submit the Free Application for Federal Student Aid (FAFSA).

Subsidized Federal Stafford Loan

Type: Self-Help Aid

What is It?

The subsidized version of the Federal Stafford Loan is a loan made by a financial institution such as a bank, savings and loan, or credit union. Eligibility is determined by each college and interest does not accrue until after graduation.

What Can You Receive?

Dependent first-year students can borrow up to $2,625 per year; sophomores up to $3,500; and juniors and seniors up to $5,500.

Eligibility

Eligibility for this program is based on demonstrated financial need using the federal formula. Eligibility is certified by the financial aid office of the school.

Conditions

Repayment and interest accrual begin 6 months after college graduation.

How Do You Apply?

You must complete and submit the Free Application for Federal Student Aid (FAFSA).

Unsubsidized Federal Stafford Loan

Type: Self-Help Aid

What is It?

The unsubsidized version of the Stafford Loan is basically the same except that interest accrues while the student is still in school and eligibility is not based on financial need.

What Can You Receive?

If you're an independent undergraduate student, or if you're still dependent but your parents were unable to get a PLUS loan, you can borrow much higher amounts under the Stafford Loans. First-year students can borrow up to $6,625 per year; sophomores up to $7,500; and juniors and seniors up to $10,500.

Eligibility

All college students are eligible.

Conditions

Payments may be deferred until after graduation. However, it should be noted that interest accrues while the student is in school.

How Do You Apply?

You must complete and submit the Free Application for Federal Student Aid (FAFSA).

Federal PLUS Loan

Type: Self-Help Aid

What is It?

This is an unsubsidized, non-need based program for parents of undergraduate dependent students.

What Can You Receive?

Unlimited. Parents can borrow up to the cost of college. Interest is variable, based on the 52-week Treasury bill—but will not exceed 9 percent or go below 3.10 percent.

Eligibility

All parents of undergraduate dependent college students are eligible. Credit history will be checked by your financial institution.

Conditions

Repayment begins 60 days after the loan is received.

How Do You Apply?

You must complete and submit the Free Application for Federal Student Aid (FAFSA).

Federal Work-Study Program

Type: Self-Help Aid

What is It?

This is a popular, need-based program where students earn money through employment. Most jobs are on-campus and the rate of pay is generally the same as other student workers — with the exception that a portion of the pay is picked up by the government.

What Can You Receive?

Varies. The colleges decide the amount of the awards.

Eligibility

Eligibility is based on need using the federal need analysis formula. The school decides who gets FWS aid and in what amounts.

Conditions

FWS money is earned through employment. No repayment is necessary. However, students must faithfully meet their work obligations.

How Do You Apply?

You must complete and submit the Free Application for Federal Student Aid (FAFSA).

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