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 Early Dec.
    Early Action/Regular Decision Apr. 1 Late Feb.
    Transfer Spring  Dec. 1 Mid Nov.
    Fall  July 1 April
    Continuing Students Mar. 1 April


    Document Submission Deadlines
    Document type Priority Deadline
    Verification Documentation June 15
    Outside Scholarship Declaration Form June 24
    Summer Aid Application April 15
    Satisfactory Academic Progress (SAP) Appeal Form Fall July 1,  July 16 (Regular)
    Spring Jan. 3
    Texas Residency Form    June 28
  • 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).

    Sarofim 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 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).

    Verification Policy

    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.

  • General Forms
    Document Priority Deadline Form
    Texas Residency Form June 28 Online Form
    Book Scholarship Application N/A Online Form
    Summer School  Application June 1 Online Form
    SAP Appeal Form

    Fall -

    Priority July 1 

    Regular July 16

    Online Form
    Spring - Jan 3
    Request for Extension of Merit Scholarship Eligibility Fall - Aug 1  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 (2023-24 Academic Year) Download


    Special Circumstances Forms

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

    Document  Priority Deadline Form Form
    Dependent Special Circumstance Form Fall - June 15, 2023 2023-20242024-2025
    Independent Special Circumstance Form Fall - June 15, 2023 2023-20242024-2025
    Anticipated Income Form

    The following forms (If requested) need to be submitted in conjunction with the first year appeals worksheet 

    Document  Form Form
    Dependent Anticipated Income Form 2023-20242024-2025
    Independent Anticipated Income Form   2023-20242024-2025
    Verification Worksheets

    Priority Deadline: June 15th 
    Verification FAQ

    Document 2023-24 2024-25
    Dependent Verification Worksheet DownloadDownload
    Independent Verification Worksheet DownloadDownload
    Dependent - HS Completion Verification Worksheet  DownloadDownload
    Independent - HS Completion Verification Worksheet DownloadDownload
    Aggregate Dependent Verification Worksheet  DownloadDownload
    Aggregate Independent Verification Worksheet  DownloadDownload
    Verification of Family Size DownloadDownload
    Non-Tax Filer Statement DownloadDownload


    Verification Resources - Obtain a Tax Return Transcript Online Get a Transcript - 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