Special Circumstances Reporting

The Department of Education gives financial aid administrators the ability to consider a family's special circumstances in determining financial aid eligibility.

If special circumstances affect your parents' or your ability to contribute toward educational expenses, please complete the appropriate form and submit it to the Financial Aid Office. Each form contains several of the most common special circumstances along with the documentation requirements to process each request. Most  requests require submission of Federal Tax Return Transcripts or signed federal tax returns and a letter explaining the circumstance. The Department of Education and Luther College require you to submit proper documentation for your circumstances. Read the instructions carefully to ensure that proper documentation is submitted with your appeal.

All appeals are reviewed in accordance with guidance from the Department of Education and college policy. Changes in financial aid packages are awarded based on the availability of funds. Students are expected to utilize full federal loan eligibility prior to being considered for receiving additional Luther grant assistance based on an appeal.


To report circumstances that should be considered in the 2021-22 academic year, please use one of the following forms:

2021-22 Dependent Student Special Circumstance Form

2021-22 Independent Student Special Circumstance Form

We will consider Special Circumstances for the 2021-22 academic year up until March 1, 2022.

Document Upload

Upload your completed documents securely to the Financial Aid Office (the student's 7-digit Luther ID will be needed to upload documents).