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University System of Georgia University System of Georgia Kimberly Ballard-Washington, Assistant Vice- Kimberly Ballard-Washington, Assistant Vice- Chancellor for Legal Affairs Chancellor for Legal Affairs Tonya Lam, Associate Vice Chancellor for Student Tonya Lam, Associate Vice Chancellor for Student Affairs Affairs Cori Loftis, Project and Communications Manager Cori Loftis, Project and Communications Manager Tuition Classification Workshop March 10, 2009

University System of Georgia

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University System of Georgia. Tuition Classification Workshop March 10, 2009. Kimberly Ballard-Washington, Assistant Vice-Chancellor for Legal Affairs Tonya Lam, Associate Vice Chancellor for Student Affairs Cori Loftis, Project and Communications Manager - PowerPoint PPT Presentation

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Page 1: University System of Georgia

University System of GeorgiaUniversity System of Georgia

Kimberly Ballard-Washington, Assistant Vice-Chancellor for Kimberly Ballard-Washington, Assistant Vice-Chancellor for Legal AffairsLegal Affairs

Tonya Lam, Associate Vice Chancellor for Student AffairsTonya Lam, Associate Vice Chancellor for Student Affairs

Cori Loftis, Project and Communications ManagerCori Loftis, Project and Communications Manager

Sarah Wenham, Director of Student AccessSarah Wenham, Director of Student Access

Tuition Classification Workshop

March 10, 2009

Page 2: University System of Georgia

TopicsTopics

Changes to:Changes to: Classification of Students for Tuition Classification of Students for Tuition

Purposes Policy (403.02)Purposes Policy (403.02) Out-of-State Tuition Waiver Policy Out-of-State Tuition Waiver Policy

(704.041)(704.041)

Tools for Self-AuditTools for Self-Audit Review of ResourcesReview of Resources

Questions and AnswersQuestions and Answers

Page 3: University System of Georgia

Classification of Classification of Students for Tuition Students for Tuition

PurposesPurposes

Changes approved during Changes approved during August 2008 Board meetingAugust 2008 Board meeting

Changes align policy with Changes align policy with Georgia law Georgia law (SB 492 which (SB 492 which became became O.C.G.A. 20-3-66O.C.G.A. 20-3-66))

Page 4: University System of Georgia

What Were the What Were the Changes?Changes?

The following terms are now The following terms are now defined in law and therefore defined in law and therefore became part of policy:became part of policy:

Dependent Student Dependent Student EmancipatedEmancipated Independent StudentIndependent Student

Other minor wording and Other minor wording and organizational changes.organizational changes.

Page 5: University System of Georgia

More informationMore information

GC 20-3-66 can be viewed by going GC 20-3-66 can be viewed by going to the Georgia General Assembly to the Georgia General Assembly website at website at http://www.legis.state.ga.us/http://www.legis.state.ga.us/

Click on “Georgia Code” Click on “Georgia Code” Click “OK-Close”Click “OK-Close” In the search box enter “20-3-66”In the search box enter “20-3-66” Click “Search”Click “Search”

Page 6: University System of Georgia

Out-of-State Tuition Out-of-State Tuition WaiversWaivers

Changes approved during October Changes approved during October 2008 and February 2009 Board 2008 and February 2009 Board meetingsmeetings

10 Waivers Impacted:10 Waivers Impacted: Full-time School Employees (E) Border County Residents (I) National Guard Members (J) Students in Pilot Programs (M) Domestic Exchange Program

Participants (O)

Economic Advantage (P) Recently Separated Military Personnel (Q) Nonresident Student (R) Vocational Rehabilitation (S) Military Personnel (approved Feb 2009)

Page 7: University System of Georgia

Full-time School Full-time School EmployeeEmployee(Waiver E)(Waiver E)

Full-time employees in the public schools of Georgia or Technical College System of Georgia, their spouses, and their dependent children. Teachers employed full-time on military bases in Georgia shall also qualify for this waiver.

Page 8: University System of Georgia

Border County Border County ResidentsResidents(Waiver I)(Waiver I)

Students domiciled in an out-of-state county bordering Georgia, enrolling in a program offered at a location approved by the Board of Regents and for which the offering institution has been granted permission to award Border County waivers.

The list of approved locations and bordering The list of approved locations and bordering counties is available online at -counties is available online at -

http://www.usg.edu/student_affairs/tuition_status/http://www.usg.edu/student_affairs/tuition_status/border_waivers.pdfborder_waivers.pdf

Page 9: University System of Georgia

Georgia National Guard Georgia National Guard and U.S. Military and U.S. Military

ReservistsReservists(Waiver J)(Waiver J)

Active members of the Georgia National Guard, stationed or assigned to Georgia or active members of a unit of the U.S. Military Reserves based in Georgia, and their spouses and their dependent children.

Page 10: University System of Georgia

Students in Pilot Students in Pilot ProgramsPrograms

(Waiver M)(Waiver M)

Students in Pilot Programs. Terminated October 2008.

Page 11: University System of Georgia

International International and and DomesticDomestic Exchange Exchange

ProgramsPrograms(Waiver O)(Waiver O)

Any student who enrolls in a Any student who enrolls in a University System institution as University System institution as a participant in an international a participant in an international or domestic direct exchange or domestic direct exchange programprogram that provides that provides reciprocal benefits to reciprocal benefits to University System students.University System students.

Page 12: University System of Georgia

Economic AdvantageEconomic Advantage(Waiver P)(Waiver P)

Independent Non-CitizensIndependent Non-CitizensThese individuals would be required to show These individuals would be required to show

clear evidence of having taken clear evidence of having taken all all legally legally permissible steps toward establishing legal permissible steps toward establishing legal permanent residence in the United States permanent residence in the United States and the establishment of legal domicile in and the establishment of legal domicile in the State of Georgia. Independent non-the State of Georgia. Independent non-citizen students may continue to receive this citizen students may continue to receive this waiver as long as they maintain waiver as long as they maintain a valid a valid employment-related visaemployment-related visa status and can status and can demonstrate continued efforts to establish demonstrate continued efforts to establish U.S. legal permanent residence and legal U.S. legal permanent residence and legal domicile in the State of Georgia.domicile in the State of Georgia.

Page 13: University System of Georgia

Recently Separated Recently Separated Military Service Military Service

Personnel Personnel (Waiver Q)(Waiver Q)

Members of a uniformed military service Members of a uniformed military service of the United States who, within 12 of the United States who, within 12 months of separation from such months of separation from such service, enroll in an academic program service, enroll in an academic program and demonstrate an intent to become a and demonstrate an intent to become a permanent resident of Georgia. permanent resident of Georgia. This This waiver may also be granted to their waiver may also be granted to their spouses and dependent children.spouses and dependent children. This This waiver may be granted for not more waiver may be granted for not more than one year. than one year.

Page 14: University System of Georgia

Nonresident Student Nonresident Student (con’t)(con’t)

(Waiver R)(Waiver R)Independent StudentIndependent Student (receive waiver based (receive waiver based

on spouse)on spouse)If the student can provide clear and legal If the student can provide clear and legal

evidence showing relations to the spouse and evidence showing relations to the spouse and the spouse has maintained domicile in the spouse has maintained domicile in Georgia for at least 12 consecutive months Georgia for at least 12 consecutive months immediately preceding the first day of immediately preceding the first day of classes for the term. This waiver can remain classes for the term. This waiver can remain in effect as long as the student remains in effect as long as the student remains continuously enrolled.continuously enrolled.

Note: it is no longer a requirement that an independent student Note: it is no longer a requirement that an independent student applying for the waiver based on marriage to a spouse with GA applying for the waiver based on marriage to a spouse with GA domicile be married for a period of 12 months immediately domicile be married for a period of 12 months immediately proceeding the first day of classes.proceeding the first day of classes.

Page 15: University System of Georgia

Vocational Vocational Rehabilitation (Waiver Rehabilitation (Waiver

S) S) Students enrolled in a University Students enrolled in a University

System of Georgia institution based System of Georgia institution based on a referral by the Vocational on a referral by the Vocational Rehabilitation Program of the Rehabilitation Program of the Georgia Department of Labor. Georgia Department of Labor.

Page 16: University System of Georgia

Military PersonnelMilitary Personnel(Waiver G)(Waiver G)

Military personnel, their spouses, and their dependent children stationed in or assigned to Georgia and on active duty. The waiver can be retained by the military personnel, their spouses, and their dependent children if:

Page 17: University System of Georgia

Military PersonnelMilitary Personnel(Waiver G)(Waiver G)

a) the military sponsor is reassigned outside of Georgia, and the student(s) remain(s) continuously enrolled and the military sponsor remains on active military status;

b) the military sponsor is reassigned out-of-state and the spouse and dependent children remain in Georgia and the sponsor remains on active military duty; or

c) active military personnel and their spouse and dependent children who are stationed in a state contiguous to the Georgia border and who live in Georgia.

Page 18: University System of Georgia

Tools for Self-AuditTools for Self-Audit

Auditing Tuition Classification Changes Use ZSRTUIC scriptUse ZSRTUIC script Auditor recommendations:Auditor recommendations:

Run ZSRTUIC Run ZSRTUIC at least once a semesterat least once a semester, preferably as close to the start , preferably as close to the start of the semester as possible.of the semester as possible.

Randomly select and audit Randomly select and audit at least 10%at least 10% of files with tuition of files with tuition classification changes.classification changes.

Keep documentationKeep documentation that the audit was completed. that the audit was completed. Audit should be completed by someone other than the one making the Audit should be completed by someone other than the one making the

initial decision.initial decision. Also regularly Also regularly run exception reportsrun exception reports. Examples: . Examples:

Those classified as “in-state” but with non-Georgia state of residence on Those classified as “in-state” but with non-Georgia state of residence on ZOARESI.ZOARESI.

Those classified as “in-state” but with “non-resident alien” on SPAPERS.Those classified as “in-state” but with “non-resident alien” on SPAPERS.

Page 19: University System of Georgia

Tools for Self-AuditTools for Self-Audit

Auditing Waivers

Create and run reports to identify those awarded waiver for term

Auditor recommendations: Run reports at least once a semester, preferably as close to

the start of the semester as possible. For each type of waiver awarded, randomly select and

audit at least 10% of the files awarded that waiver (not 10% of all waivers awarded).

Keep documentation that the audit was completed. Audit should be completed by someone other than the one Audit should be completed by someone other than the one

making the initial decision.making the initial decision.

Page 20: University System of Georgia

ResourcesResources

Tuition Classification Resource Page-Tuition Classification Resource Page-http://www.usg.edu/student_affairs/tuitionhttp://www.usg.edu/student_affairs/tuition_status_status// Updated sample petition formUpdated sample petition form Updated sample waiver formsUpdated sample waiver forms Updated Manual (coming soon)Updated Manual (coming soon) This presentation (coming soon)This presentation (coming soon) FAQs from workshop (coming soon)FAQs from workshop (coming soon) Information on ZSRTUIC scriptInformation on ZSRTUIC script

Page 21: University System of Georgia

Question/Scenario 1Question/Scenario 1

Are Reservists eligible for an out-of-Are Reservists eligible for an out-of-state tuition waiver? If so, what state tuition waiver? If so, what documentation can be considered documentation can be considered to award the waiver?to award the waiver?

Page 22: University System of Georgia

Answer 1Answer 1

Waiver J can now be awarded to Waiver J can now be awarded to active members of units of active members of units of the U.S. Military Reserves based in Georgia, their the U.S. Military Reserves based in Georgia, their spouses and their dependent childrenspouses and their dependent children. .

DocumentationDocumentationA copy of the military orders should reflect the unit of A copy of the military orders should reflect the unit of

assignment, duty location and duty status for the assignment, duty location and duty status for the military membermilitary member. .

In addition to the military orders…In addition to the military orders…A A spousespouse should provide a copy of the marriage certificate to should provide a copy of the marriage certificate to

receive the waiver based on his/her marriage to the receive the waiver based on his/her marriage to the military member. military member.

A A dependent childdependent child should provide a copy of their birth should provide a copy of their birth certificate or legal guardianship court papers to certificate or legal guardianship court papers to document their relationship with the military member. document their relationship with the military member.

Page 23: University System of Georgia

Question/Scenario 2Question/Scenario 2

The New GI Bill allows institutions to The New GI Bill allows institutions to participate in the participate in the Yellow Ribbon Yellow Ribbon ProgramProgram to waive a portion of the to waive a portion of the difference between the highest in-state difference between the highest in-state undergraduate tuition at any public undergraduate tuition at any public institution in the state and the tuition institution in the state and the tuition charged an out-of-state student or charged an out-of-state student or graduate student at their institution. graduate student at their institution.

Is the Board of Regents intending to Is the Board of Regents intending to create a waiver for this program? create a waiver for this program?

Page 24: University System of Georgia

Answer 2Answer 2

We are currently gathering more We are currently gathering more information on the Yellow Ribbon information on the Yellow Ribbon Program and will be exploring how Program and will be exploring how to handle the waiving of fees as a to handle the waiving of fees as a result of the program. result of the program.

Page 25: University System of Georgia

Question/Scenario 3Question/Scenario 3

We have a small number of students that We have a small number of students that have lived the majority of their lives in have lived the majority of their lives in Georgia, but a Georgia, but a parent is active-duty parent is active-duty militarymilitary. Given that this is the only flag . Given that this is the only flag for non-resident status, can we accept for non-resident status, can we accept a copy of a Pay Voucher/Leave a copy of a Pay Voucher/Leave Earnings Statement (LES) and a copy Earnings Statement (LES) and a copy of their Georgia Form 500 instead of of their Georgia Form 500 instead of requiring the entire petition? This requiring the entire petition? This would aid our customer friendliness to would aid our customer friendliness to our military families. our military families.

Page 26: University System of Georgia

Answer 3Answer 3

If an applicant indicates on his/her If an applicant indicates on his/her application that his/her parent is application that his/her parent is active military, he/she can be active military, he/she can be considered for a military waiver. considered for a military waiver. There is no need to require a There is no need to require a petition.petition.

Page 27: University System of Georgia

Question/Scenario 4Question/Scenario 4

How long can a student receive the How long can a student receive the Mandatory Fee Waiver for U.S. Military Mandatory Fee Waiver for U.S. Military Reserve and Georgia National Guard Reserve and Georgia National Guard Combat VeteransCombat Veterans? ?

How often should a student be required How often should a student be required to submit documentation to renew this to submit documentation to renew this waiver?waiver?

What documentation should be provided What documentation should be provided for a student to be eligible for this for a student to be eligible for this waiver? waiver?

Page 28: University System of Georgia

Answer 4 (Part 1)Answer 4 (Part 1)The mandatory fee waiver applies to the following:

Georgia residents who are or were active members of the U.S. Military Reserves and/or the Georgia National Guard and were deployed overseas for active service in a location or locations designated by the U.S. Department of Defense as combat zones on or after September 11, 2001 and…

…served for a consecutive period of 181 days.Updated documentation to confirm the continued active status should be reviewed each term.

OR …who received full disability as a result of injuries received in such combat

zone.After the initial determination is made that the student meets the requirements, subsequent review is not necessary.

OR …were evacuated from such combat zone due to severe injuries during any

period of time while on active service. After the initial determination is made that the student meets the requirements, subsequent review is not necessary.

Page 29: University System of Georgia

Answer 4 (Part 2)Answer 4 (Part 2)

Documentation would include the Documentation would include the following:following: A copy of the military ID (front and back)A copy of the military ID (front and back) A copy of the deployment DD-214A copy of the deployment DD-214 A copy of the deployment orders and A copy of the deployment orders and

returning orders, or a letter from the returning orders, or a letter from the commanding officer to show that the commanding officer to show that the student was in the appropriate zone student was in the appropriate zone during/for the appropriate time. during/for the appropriate time.

Page 30: University System of Georgia

Question/Scenario 5Question/Scenario 5

When can a military member, their When can a military member, their dependent children and/or spouses dependent children and/or spouses be classified as in-state?be classified as in-state?

Page 31: University System of Georgia

Answer 5Answer 5A military member may only be classified as in-state if their A military member may only be classified as in-state if their home-home-

of-record is Georgia and they meet all other requirements for in-of-record is Georgia and they meet all other requirements for in-state classificationstate classification. A military member’s home of record is . A military member’s home of record is typically where they pay state income taxes (if required by that typically where they pay state income taxes (if required by that state). The home of record is normally where they originally state). The home of record is normally where they originally enlisted; however, it is possible for a military member to change enlisted; however, it is possible for a military member to change their home of record while they are enlisted. their home of record while they are enlisted.

Documentation which typically provides the home of record Documentation which typically provides the home of record includes:includes: Military orders showing home of record at time of enlistmentMilitary orders showing home of record at time of enlistment Monthly Leave and Earnings Statement (LES) if active dutyMonthly Leave and Earnings Statement (LES) if active duty DD2058 (State of Legal Residence Certificate) shows home of DD2058 (State of Legal Residence Certificate) shows home of

record if changed following the issuance of the military record if changed following the issuance of the military ordersorders

DD214 (Certificate of Release or Discharge from Active Duty) DD214 (Certificate of Release or Discharge from Active Duty) shows home of record at time of dischargeshows home of record at time of discharge

Page 32: University System of Georgia

Question/Scenario 6Question/Scenario 6Scenario:Scenario: Family lives in GA and student is a graduate Family lives in GA and student is a graduate

of GA high schoolof GA high school Parents are married and file a Joint Federal Parents are married and file a Joint Federal

Income Tax Return.Income Tax Return. One parents is a military service member, One parents is a military service member,

does not file state taxes at all and is not does not file state taxes at all and is not stationed in Georgiastationed in Georgia

The other parent files a GA 500 as a resident, The other parent files a GA 500 as a resident, but only on their income, no dependents listedbut only on their income, no dependents listed

Income is evenly distributed, so family is Income is evenly distributed, so family is paying state income tax on roughly half the paying state income tax on roughly half the household income. household income.

Page 33: University System of Georgia

Answer 6Answer 6

According to policy 403, a dependent According to policy 403, a dependent student may be classified as in-state student may be classified as in-state based on their parent if such based on their parent if such dependent student's parent has dependent student's parent has established and maintained domicile in established and maintained domicile in the State of Georgia for at least 12 the State of Georgia for at least 12 consecutive months immediately consecutive months immediately preceding the first day of classes for preceding the first day of classes for the term and the term and

(a) the student has graduated from a (a) the student has graduated from a Georgia high school;Georgia high school;

Page 34: University System of Georgia

Question/Scenario 7Question/Scenario 7

Scenario:Scenario: One of the student’s parents lives in One of the student’s parents lives in

another state and the other is another state and the other is domiciled in Georgia. domiciled in Georgia.

Parents alternate claiming the child Parents alternate claiming the child as a dependent on the tax returns as a dependent on the tax returns each year.each year.

Student did not graduate from a Student did not graduate from a Georgia high school.Georgia high school.

Page 35: University System of Georgia

Answer 7Answer 7

If the student was claimed on the last year’s tax return of the parent If the student was claimed on the last year’s tax return of the parent domiciled in Georgia, the student could be classified as in-state. domiciled in Georgia, the student could be classified as in-state.

If the student was claimed on the last year’s tax return of the parent If the student was claimed on the last year’s tax return of the parent domiciled elsewhere, the student could be awarded the Non-Resident domiciled elsewhere, the student could be awarded the Non-Resident Student waiver.Student waiver.

Page 36: University System of Georgia

Question/Scenario 8Question/Scenario 8

What does it mean to be continuously What does it mean to be continuously enrolled? enrolled?

Page 37: University System of Georgia

Answer 8Answer 8

A student who makes satisfactory academic A student who makes satisfactory academic progress toward completion of a degree, progress toward completion of a degree, diploma, or certificate program of study at diploma, or certificate program of study at a public postsecondary educational a public postsecondary educational institution or accredited, bona fide study institution or accredited, bona fide study abroad program in the State of Georgia abroad program in the State of Georgia without a break in enrollment of more than without a break in enrollment of more than one traditional academic semesterone traditional academic semester (fall or (fall or spring). A student who is not enrolled for spring). A student who is not enrolled for two or more consecutive traditional two or more consecutive traditional academic semesters is not considered to be academic semesters is not considered to be a continuously enrolled studenta continuously enrolled student

Page 38: University System of Georgia

Question/Scenario 9Question/Scenario 9

Under what circumstances can a Under what circumstances can a student who is under the age of 24 student who is under the age of 24 be considered as an independent be considered as an independent student? student?

Page 39: University System of Georgia

Answer 9Answer 9

A student A student under the age of 24 is assumed to be under the age of 24 is assumed to be dependent unless they prove otherwisedependent unless they prove otherwise. In . In order to show they are independent, a student order to show they are independent, a student must show that they are not receiving major must show that they are not receiving major support from sources out-of-statesupport from sources out-of-state. This could . This could include:include:

Providing a copy of their parent’s tax returns Providing a copy of their parent’s tax returns showing that they were not claimed as a dependent showing that they were not claimed as a dependent on their taxeson their taxes

If employed, W-2s and/or tax returns for the student If employed, W-2s and/or tax returns for the student to show that they earned an income in the state of to show that they earned an income in the state of Georgia Georgia

Other sources of support that can be considered:Other sources of support that can be considered: Public assistancePublic assistance

Page 40: University System of Georgia

Question/Scenario 10Question/Scenario 10

Can a student under the age of 24 be Can a student under the age of 24 be classified as in-state if their parents classified as in-state if their parents are domiciled out-of-state but they live are domiciled out-of-state but they live with a with a relative domiciled in Georgia relative domiciled in Georgia who is providing all of their supportwho is providing all of their support? ?

Are there any waivers that would apply Are there any waivers that would apply to this situation? to this situation?

Page 41: University System of Georgia

Answer 10Answer 10

Unless the relative was established as Unless the relative was established as the United States court-appointed the United States court-appointed legal guardian prior to the student’s legal guardian prior to the student’s 1818thth birthday, the student cannot be birthday, the student cannot be classified as in-state based on the classified as in-state based on the support coming from the relative. support coming from the relative.

There are no waivers which would There are no waivers which would apply to this situation.apply to this situation.

Page 42: University System of Georgia

Question/Scenario 11Question/Scenario 11

With the current economic situation, With the current economic situation, more adults are returning to more adults are returning to Georgia in order to live with Georgia in order to live with relatives after losing their out-of-relatives after losing their out-of-state employment. state employment.

Is there a way to provide a waiver for Is there a way to provide a waiver for these students? these students?

Page 43: University System of Georgia

Answer 11Answer 11

Unless the individual meets the Unless the individual meets the requirements for one of the already requirements for one of the already available waivers, he/she would not available waivers, he/she would not be eligible for an out-of-state tuition be eligible for an out-of-state tuition waiver.waiver.

Given the current budget situation, it is Given the current budget situation, it is unlikely that any new waivers will be unlikely that any new waivers will be added at this time.added at this time.

Page 44: University System of Georgia

Question/Scenario 12Question/Scenario 12

Due to the current economy, we are Due to the current economy, we are seeing an increasing number of seeing an increasing number of unemployed studentsunemployed students, some of , some of whom are stating they have been whom are stating they have been informed by tax preparers that they informed by tax preparers that they should not bother completing a tax should not bother completing a tax return. return.

What other documentation can What other documentation can students in this situation provide? students in this situation provide?

Page 45: University System of Georgia

Answer 12Answer 12The burden of proof is on the student to provide evidence The burden of proof is on the student to provide evidence

that supports their claim that they are domiciled in that supports their claim that they are domiciled in Georgia but it is acceptable to be creative in the Georgia but it is acceptable to be creative in the documentation that you require as long as you feel documentation that you require as long as you feel that the documentation is sufficient to prove that that the documentation is sufficient to prove that domicile has been established and maintained for the domicile has been established and maintained for the 12 months immediately preceding the first day of 12 months immediately preceding the first day of classes. Alternative documentation may include: classes. Alternative documentation may include:

Documentation that the student has been receiving Documentation that the student has been receiving unemployment benefits.unemployment benefits.

Previous tax returns showing that they filed as a Previous tax returns showing that they filed as a Georgia resident.Georgia resident.

Previous W-2 forms showing that they were Previous W-2 forms showing that they were previously employed in Georgia and paying Georgia previously employed in Georgia and paying Georgia taxes.taxes.

Be creative in the things you consider! You need Be creative in the things you consider! You need documentation that supports domicile has been documentation that supports domicile has been established.established.

Page 46: University System of Georgia

Question/Scenario 13Question/Scenario 13

Is a student who moves to Georgia Is a student who moves to Georgia and then accepts employment and then accepts employment eligible to receive the eligible to receive the Economic Economic Advantage waiverAdvantage waiver? ?

Page 47: University System of Georgia

Answer 13Answer 13

The Economic Advantage Waiver can The Economic Advantage Waiver can only be granted to a dependent or only be granted to a dependent or independent student who can provide independent student who can provide clear evidence that the student or the clear evidence that the student or the student's parent, spouse, or U.S. student's parent, spouse, or U.S. court-appointed legal guardian court-appointed legal guardian has has moved tomoved to the State of Georgia the State of Georgia to to accept full-time, self-sustaining accept full-time, self-sustaining employmentemployment and has established and has established domicile in the State of Georgia. domicile in the State of Georgia.

Page 48: University System of Georgia

Question/Scenario 14Question/Scenario 14

In order to be awarded the Economic In order to be awarded the Economic Advantage waiver, what types of Advantage waiver, what types of documentation should be submitted documentation should be submitted by students who have applied for by students who have applied for legal permanent resident status?legal permanent resident status?

How often should this waiver be How often should this waiver be reviewed?reviewed?

Page 49: University System of Georgia

Answer 14Answer 14 Form I-94 (Arrival/Departure Record)Form I-94 (Arrival/Departure Record)

Form I-797 (Notice of Action)Form I-797 (Notice of Action)This will be a receipt notice for an application for Lawful This will be a receipt notice for an application for Lawful Permanent Residence (Adjustment of Status) or the Permanent Residence (Adjustment of Status) or the notice that the benefit/status has been granted. The I-notice that the benefit/status has been granted. The I-797 will note that the application was an I-485 and the 797 will note that the application was an I-485 and the student should be listed as a beneficiary.student should be listed as a beneficiary.

Form I-688B (Employment Authorization Form I-688B (Employment Authorization Document) – Card must be annotated that the Document) – Card must be annotated that the “Provision of Law is 274a 12(c)(9)”.“Provision of Law is 274a 12(c)(9)”.

Form I-766 (Employment Authorization Document) Form I-766 (Employment Authorization Document) showing code (c)9 or (c)09.showing code (c)9 or (c)09.

Page 50: University System of Georgia

Question/Scenario 15Question/Scenario 15

Can the Can the Direct Exchange waiverDirect Exchange waiver be be awarded to a student visiting a USG awarded to a student visiting a USG institution as part of the program if institution as part of the program if the USG institution is not sending the USG institution is not sending one of their students to the sending one of their students to the sending institution? institution?

Page 51: University System of Georgia

Answer 15Answer 15

The waiver is granted due to the The waiver is granted due to the benefits brought to the university by benefits brought to the university by having an exchange student on having an exchange student on campus. The waiver does not campus. The waiver does not require an even exchange of require an even exchange of participants through the program. participants through the program.

Page 52: University System of Georgia

Question/Scenario 16Question/Scenario 16

How is a student’s classification as How is a student’s classification as either either dependent or independent for dependent or independent for financial aidfinancial aid purposes factored into purposes factored into their classification for tuition their classification for tuition purposes? purposes?

Page 53: University System of Georgia

Answer 16Answer 16

A tuition classification officer may find A tuition classification officer may find it useful to review a student’s it useful to review a student’s classification for financial aid. classification for financial aid. Documentation is the keyDocumentation is the key. The . The information contained in the information contained in the documentation housed in Financial documentation housed in Financial Aid should be Aid should be consistentconsistent with the with the documentation received in support documentation received in support of tuition classification.of tuition classification.

Page 54: University System of Georgia

Question/Scenario 17Question/Scenario 17

Scenario:Scenario: Family has resided in Texas for the past Family has resided in Texas for the past

eight years and are not relocating to eight years and are not relocating to Georgia.  Georgia. 

The son will graduate from high school The son will graduate from high school in Texas this year.  in Texas this year. 

The father works for the Salvation Army The father works for the Salvation Army and the family is requesting a waiver of and the family is requesting a waiver of out-of-state tuition because the Salvation out-of-state tuition because the Salvation Army is a “Georgia-based corporation.” Army is a “Georgia-based corporation.” 

Can the son receive the Students in Can the son receive the Students in Georgia-based Corporations waiver?Georgia-based Corporations waiver?

Page 55: University System of Georgia

Answer 17Answer 17

In order for a student to be eligible for In order for a student to be eligible for the Students in Georgia-Based the Students in Georgia-Based Corporations waiver, Corporations waiver, the student the student must be employed by a corporation must be employed by a corporation that has contracted with a USG that has contracted with a USG institution to offer a program for a institution to offer a program for a specific group of their employeesspecific group of their employees.  . 

Page 56: University System of Georgia

Thank you for your participation today!Thank you for your participation today!

Please complete the evaluation of the Please complete the evaluation of the training provided today!training provided today!

http://www.surveys.usg.edu/se.ashx?http://www.surveys.usg.edu/se.ashx?s=06C2C3B9694F6E2As=06C2C3B9694F6E2A