Financial Aid

Important Dates, Policies & Forms

Whether you are a prospective or returning Southwestern University student, our advice to you is simple- Apply early!  Funds are limited, so we encourage you to meet all published application dates and remember, applying for financial aid is an annual process!

  • FAFSA Priority Deadlines 

    Student Type

    Deadline notifications begin
    Early Decision Dec. 1 Mid November
    Early Action Mar. 1 Dec. 6
    Transfer Spring  Dec. 1 Mid November
    Fall  July 1 April
    Continuing Students Mar. 1 April
     
    Document Submission Deadlines
    Document type Priority Deadline
    Verification Documentation June 15
    Outside Scholarship Declaration Form July 1
    Conflicting Documentation Fall June 15
    Spring Jan. 4
    Summer Aid Application April 15
    Satisfactory Academic Progress (SAP) Appeal Form Fall Aug. 11
    Spring Jan. 5
    Texas Residency Form    July 1
  • General Information

    All admitted students are automatically considered for all applicable scholarship programs. All scholarships are awarded regardless of financial need and are renewable annually for up to eight semesters provided student maintains Satisfactory Academic Progress (SAP).

    Sarofirm School & Performance have additional requirements as indicated in award letter.

    When demonstrated financial need is greater than the academic scholarship value, the scholarship will become part of the overall need-based award.

    Students may take the highest combination of their evidence-based reading and writing and math scores from separate test dates when calculating SAT scores.

    When an official class rank is provided by the high school, it will be used to determine scholarship eligibility regardless of grade point average. When a high school has a no-rank policy, other factors will be used to determine scholarship eligibility including, but not limited to, grade distribution information for that specific school and/or grade point averages. When the high school ranks specific segments of their graduating class - such as only ranking the top 10 percent - it will be assumed that an unranked student does not fall into that category for merit consideration regardless of grade point average. In all cases, Southwestern reserves the right to recalculate a student’s eligibility for merit scholarships using a consistent, uniform, internal grade point average calculation that may exclude non-academic coursework.

    A student may receive only one of the following awards: Brown Scholarship, Cody Scholarship, Mood Scholarship, Ruter Scholarship, McKenzie Scholarship, Southwestern Award, University Award, Sarofim Scholar Award. Where a student qualifies for more than one of these awards, that student will receive only the award with the highest dollar amount. Southwestern merit scholarships and grants cannot exceed tuition.

    Southwestern University Stacking Policy

    The total amount of Southwestern University-funded merit or need-based scholarships, awards, and/or grants awarded to a student will not exceed tuition. Institutional need-based grants are subject to adjustment or replacement to accommodate the addition or increase of other Southwestern-funded award(s), up to tuition.  

    Terms And Conditions Of Financial Aid Awards
    This document will indicate as clearly as possible the terms and conditions of financial aid awards.
    Tuition Equalization Grant (TEG) Satisfactory Academic Progress Policy

    This document outlines Southwestern’s Satisfactory Academic Progress (SAP) requirements for students receiving the Texas Equalization Grant (TEG).

    Availability of Funds Disclosure 

    Any and all Southwestern scholarships and/or need-based aid are awarded based on the availability of funds. It is advisable to apply well in advance of posted deadlines.

    NCAA Division III Student-Athlete Statement

    Southwestern adheres to all NCAA Division III policies, regulations, and guidelines that prohibit the awarding of merit scholarships and financial assistance to student-athletes on the basis of athletic participation or performance. All student-athletes will be evaluated under the same programs and procedures as the general student body in all merit scholarship and financial assistance reviews.

    Statement of Nondiscrimination

    Southwestern University’s recruiting of students, awarding of financial aid, and operation of programs and facilities are without regard to sex, race, color, religion, age, disability, national or ethnic origin, or any other impermissible factor. Southwestern University’s commitment to equal opportunity includes nondiscrimination on the basis of sexual orientation.

  • General Forms
    Document Priority Deadline Form
    Texas Residency Form June 15 Download
    Truman J. Odiorne Scholarship Residency Form June 15 Download
    Outside Scholarship Declarations Form

    July 1 -May update at any time

    Download
    Parent Access to Student Information (FERPA) Student may update at any time Download
    Summer Aid Application April 15 Download
    SAP Appeal Form Fall 2018 - July 5 Download
    Spring 2019 - Jan. 8
    Study Abroad Consortium Agreement Check with Office of Intercultural Learning  Download 
    Academic Progress Forms
    document form 
    Southwestern University Satisfactory Academic Progress (SAP) Policy Download
    Tuition Equalization Grant (TEG) Satisfactory Academic Progress Policy Download
    Terms and Conditions of Financial Aid Awards (2017-18 Academic Year) Download
    Loan Decline Forms
    document priority deadline form
    Federal Direct Stafford Decline Form Fall - June 15 Go To Form
    Spring - Dec. 1
     Federal Direct PLUS (Parent) Decline Form Fall - Jun 15 Go To Form
    Spring - Dec. 1
    Special Circumstances Forms

    The following forms need to be submitted in conjunction with a Verification Worksheet. 

    Document priority deadline form
    Dependent Special Circumstance Form Fall - June 15 2018-2019
    Spring - Dec. 1 2019-2020
    Independent Special Circumstance Form Fall - June 15 2018-2019
    Spring - Dec. 1

    2019-2020

    Verification Worksheets

    Priority Deadline: June 15th 
    Verification FAQ

    Document 2017-18 2018-19
    Dependent Verification Worksheet Download Download
    Independent Verification Worksheet Download Download
    Dependent - HS Completion Verification Worksheet  Download Download
    Independent - HS Completion  Verification Worksheet Download Download
    Aggregate Dependent Verification Worksheet  Download Download
    Aggregate Independent Verification Worksheet  Download Download
    Verification Resources
    How to use the IRS Data Retrieval Tool in the FAFSA Watch the video
    Non-Tax Filer Statement View Form
    IRS.gov - Obtain a Tax Return Transcript Online Get a Transcript
    IRS.gov - Verification of Non-Filing or alternative to online Tax Return Transcript Form 4506-T
    (mail or fax to IRS)
    IRS Documentation Requests Timeline View Form
    Victims of Identity Theft Get Information
    FAFSA Resources

    Free Application for Federal Student Aid

    FAFSA Application Link
    How to use the IRS Data Retrieval Tool in the FAFSA Watch the video