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
Deadline notifications begin Early Decision Dec. 1 Mid November Early Action/Regular Decision Apr. 1 Dec. 6 Transfer Spring Dec. 1 Mid November Fall July 1 April Continuing Students Apr. 1 April
Document Submission Deadlines
Document type Priority Deadline Verification Documentation June 15 Loan Documentation June 28 Outside Scholarship Declaration Form June 28 Conflicting Documentation Fall June 15 Spring Jan. 4 Summer Aid Application April 15 Satisfactory Academic Progress (SAP) Appeal Form Fall July 13 Spring Jan. 4 Texas Residency Form June 28
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 awards have additional requirements as indicated in the 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 AwardsThis 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).
This document will indicate the process of Verification of the Free Application for Federal Student Aid (FAFSA) mandated by the U.S. Department of Education (ED)
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.
Document Priority Deadline Form Texas Residency Form June 28 Online Form Truman J. Odiorne Scholarship Residency Form June 15 Online Form Outside Scholarship Declaration
June 27 -May update at any time
Submit through Self-Service “Report/View Outside Awards” screen. Book Scholarship Application N/A Online Form Summer School Application April 15 Online Form SAP Appeal Form Fall -July 13th Online Form Spring - Jan 5th Study Abroad Consortium Agreement Check with Office of Intercultural Learning Download Request for Extension of Merit Scholarship Eligibility Fall - May 6 Online Form Spring - Nov 1
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 (2022-23 Academic Year) Download
Loan Decline Forms
Document Priority Deadline Form Federal Direct Stafford and PLUS loan decline Fall - June 27
“My Awards” screen in Self-Service
Spring - Dec. 1
Special Circumstances Forms
The following forms need to be submitted in conjunction with a Verification Worksheet.
Document Priority Deadline Form Priority Deadline Form Dependent Special Circumstance Form June 15, 2022 2021-2022 Fall - June 15, 2023 2022-2023 Independent Special Circumstance Form June 15, 2022 2021-2022 Fall - June 15, 2023 2022-2023
Anticipated Income Form
The following forms (If requested) need to be submitted in conjunction with the first year appeals worksheet
Document Form Dependent Anticipated Income Form 2022-2023 Independent Anticipated Income Form 2022-2023
Priority Deadline: June 15th
Document 2021-22 2022-23 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 of Household Size Download Download Non-Tax Filer Statement Download Download
How to use the IRS Data Retrieval Tool in the FAFSA Watch the video 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
Free Application for Federal Student Aid
FAFSA Application Link How to use the IRS Data Retrieval Tool in the FAFSA Watch the video