It’s exciting when you get into that first college. However, it’s also the moment when many families face the reality of affording the cost of higher education.
If your financial aid package or merit scholarship offer isn’t as generous as expected, don’t despair – you can appeal the decision. Writing a well-crafted appeal letter can increase your chances of receiving more financial assistance, but it’s essential to approach it carefully and professionally.
Here’s a step-by-step guide on how to write an effective letter to request more need-based aid or merit scholarship money.
1. Understand the Appeal Process
Before you start drafting your letter, make sure you understand the college’s specific process for appeals.
Some institutions have a formal appeals procedure, which could involve submitting documentation like updated tax returns, additional financial information, or other supporting materials.
Check the financial aid office’s website or contact them directly for clear instructions on initiating an appeal.
2. Assess Your Reasons for the Appeal
There are various reasons why a financial aid package may need to be adjusted. Here are some common situations that might warrant an appeal:
- Change in Financial Circumstances: If your family has experienced a significant change in income due to job loss, illness, or other unforeseen circumstances, explain the situation in detail.
- Unforeseen Expenses: If there are unexpected family expenses (medical bills, funeral costs, etc.) that were not reflected in your original financial aid application, it’s important to share this information.
- Higher Costs of Attendance: If you’ve received a more generous aid package from another school or if you’re attending a higher-cost school, this may justify a request for more funds.
- Merit-Based Appeal: If you have new academic achievements (honors, awards, or high standardized test scores) that occurred after your original merit scholarship was awarded, you may request an increase in merit aid.
Keep in mind that your reason for appealing should be based on factual, compelling circumstances. Your appeal should be respectful and professional.
3. Be Clear, Concise, and Respectful
The key to an effective appeal letter is clarity and professionalism. Begin by addressing the letter to the appropriate person—typically the financial aid officer or the scholarship committee chair. Use formal language and avoid making demands. This is a request, not a complaint.
Here’s a general outline for your letter:
a. Introduction
Start with a formal greeting. If you know the name of the person to whom you’re writing, address them directly. If not, use a general greeting such as:
“Dear Financial Aid Officer,” or “Dear Scholarship Committee,”
In the opening paragraph, briefly introduce yourself and mention the program or college to which you’ve been accepted. You can also include your student ID number to help them quickly locate your file.
Example:
“I hope this message finds you well. My name is Jane Doe, and I am an incoming freshman at [College Name]. I am writing to appeal my current financial aid package for the 2025-2026 academic year. My student ID is 12345678.”
b. Explain Your Situation
Clearly explain the reason for your appeal. Provide the necessary context and documentation, whether it’s a change in financial circumstances, new merit accomplishments, or unforeseen personal expenses. Be honest and transparent, and avoid exaggerating your situation.
Example 1
“Since my initial financial aid package was awarded, my family has experienced a significant reduction in income due to my father losing his job. As a result, our financial situation has changed dramatically, and we are struggling to meet the cost of tuition and fees. I have attached documentation of his unemployment and the financial impact this has had on our household.”
If you are appealing for merit aid based on academic achievement, mention any awards or recent accomplishments that were not available during your initial application.
Example 2
“Additionally, since my application, I have been named a finalist in the state-wide science competition, and my ACT score improved by 3 points. I believe these new achievements could impact my eligibility for merit-based scholarship consideration.”
Example 3
“I am extremely grateful for being accepted to “ABC College,” and I want to thank you for awarding me your “Trustee Scholarship” for $20,000. While this will go a long way in reducing my educational costs, I must consider all my options, which is why I am reaching out to you.
In addition to my acceptance at “ABC College,” I have also been accepted at “XYZ University.” As you know, both schools are very similar in nature and cost. With “ABC College” being my first choice, I would very much like to find myself on campus there this fall. What is making the decision difficult for me is that “XYZ University” has awarded me their “President’s Scholarship” in the amount of $30,000.
Given that the cost of attendance is very similar at both schools, it makes the most financial sense for me to attend “XYZ University.” However, “ABC College” is where I want to be. Knowing the academic requirements for both scholarships are very similar, would you kindly consider reevaluating my application to see if there is an opportunity to increase the amount of my scholarship?
Attached you will find my offer letter from “XYZ University” inclusive of the awarded “President’s Scholarship” for $30,000.
Please let me know If you need additional information regarding my request.
My family and I greatly appreciate your assistance and look forward to hearing from you.”
c. Make Your Request
Clearly state your request for additional financial assistance or scholarship money. It’s essential to frame your request professionally and respectfully.
Example:
“Given the change in our financial situation, I respectfully request that my financial aid package be reconsidered in light of these new circumstances. I would also like to be considered for any additional merit-based scholarships that may be available. I am eager to attend [College Name], but the current financial aid package does not cover the costs.
d. Express Gratitude and Reaffirm Your Interest
End your letter by expressing gratitude for the time and consideration of your request. Reaffirm your enthusiasm for attending the school and the value you place on being part of their academic community.
Example:
“Thank you for considering my request. I remain very excited about the opportunity to attend [College Name] and contribute to the campus community. Please let me know if additional documentation or information is needed to support my appeal.”
e. Formal Closing
Close the letter with a polite and professional closing, such as:
- Sincerely,
- Best regards,
- Kind regards,
Then, sign your name and provide your contact information.
Example:
“Sincerely,
Jane Doe
Student ID: 12345678
Phone: (555) 555-5555
Email: janedoe@email.com”
4. Provide Documentation
Where applicable, include any supporting documentation that strengthens your appeal. This could include:
- Proof of income change (e.g., recent pay stubs, unemployment benefits letter)
- Tax return adjustments
- Medical bills or other expense-related documents
- Updated academic records or award letters
Ensure all documents are organized, clear, and well-formatted.
5. Proofread and Submit
Before submitting your appeal, take the time to proofread the letter for spelling and grammar errors. A polished, professional letter will make a positive impression. You should have a trusted teacher, counselor, or family member review it before sending.
Once you’re confident that your letter is in top form, submit it according to the college’s guidelines. Be mindful of deadlines, as many schools have strict timelines for appeals.
Conclusion
Appealing for more financial aid or merit scholarship money requires a thoughtful and respectful approach. By carefully explaining your situation, providing necessary documentation, and making a clear, professional request, you can increase your chances of securing the additional support you need to make college more affordable.
Remember that this is a formal process, so approach it with professionalism and respect, and ensure your request is backed by valid reasons. Colleges are often willing to reconsider their offers when presented with new, relevant information. Good luck with your appeal, and don’t hesitate to reach out if you need further assistance.
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