Hi,
I am 21 year and will be in UC from Fall 2017.
I got married on Jan 2016 and will do tax report jointly with my wife, and the amount will be around $10,000.
I receive loan from my parent.
In this case, do I meet financial independence ?
No.
This info comes from the Davis website:
With a marriage, you are placed in a different category, but you still have to match your earnings with your budget. Getting parent loans is not viewed as being financially independent.
The financial independence requirement will not be a factor in the residence
determination if the student meets at least ONE of the following criteria:
the student is married or a registered domestic partner AND was not
claimed as an income tax deduction by any individual other than their
spouse or domestic partner for the one tax year immediately preceding the
term for which a resident classification is requested,
I am married student, don’t I meet the financial independence exception?
Financially Independent Students
Students will be considered “financially independent” if one or more of the following applies:
Married and Not Claimed on Taxes: You are married or in a registered domestic partnership and you were not claimed as an income tax deduction by your parents or any other individual for the tax year immediately preceding the term for which you are requesting resident classification.
This is from Davis website.
You need to contact directly one of the UC campus residency deputies to assess your situation:
http://ucop.edu/residency/campus-residence-deputies.html
Based on the info you have given in this thread and in your first thread, your situation might be construed by the UCs as a cynical sham marriage to acquire US Permanently Residency for the deliberate purpose to obtain US Federal FA, plus to bypass the “phyical presence & intent” and “financial independence” requirements for establishing CA residency, despite your overseas parents supporting you with USD 48k/year which is ostensibly a “loan”.
My wife and me have enough evidence to prove our marriage is not only for those, so you mean that only marriage cannot bring “Financial Independence”?
Agree with @PrimeMeridian
Plus, you have to show and prove your documentation, with US tax forms, on how you earned your money. If the amounts don’t correspond to a W2 form, and you have loans that weren’t acquired with US documentation, you are out of luck.
I will fill out 2016 Tax Report with my wife, and my income from 07/2016-12/2016 will be around $8,000 by working. I can prove my living expenses, since I have around $200,000 balance in my checking account.
And do I have to prove self-supporting? I think I do not since I am married student which is one of the exceptions
If you have 200k (5 zeros, right?) just sitting idly in your checking account, then it is surprising that you need FA.
I am talking about UC resident tuition, not Financial Aid or FAFSA
I think OP had more to prove than fin independence, incl the physical presence 366 days and not coming to CA solely for education purposes.
Otherwise, think of all the students who would show up, find a spouse, and claim residency.
But isn’t Financial Aid the other objective of getting yourself classified as financially independent? So you can qualify for a Pell Grant and fee waiver?
You were asking on your other thread about the need to report to the IRS the $4000/month income your parents give you for living expenses, so you can look impoverished on FAFSA, living on just your new wife’s $9500/year income.
Don’t believe it! On your other thread, you clearly mention the FAFSA, fee waivers and grants…not just instate status.
Read post 10…and be fully prepared to document everything to the UC of your choice.
I strongly suspect UC isn’t going to play ball simply because OP came 9 months before school starts, got married, pretends to live on less than 10k.
The UCOP sites discuss; it’s complicated, there are exceptions, it discusses the need to officially prove certain details, etc, covers various alien situations–
“Once an alien has acquired a status that entitles him/her to establish residence in California for tuition purposes [that’s OP’s 2 year (temporary)PR status, as a spouse,] s/he must fulfill the same criteria as a U.S. citizen in order to be classified as a resident for tuition purposes – at least 366 days of physical presence with concurrent intent, and, if an undergraduate under the age of 24, two years of financial independence, all immediately prior to the residence determination date for the term a resident classification is sought.”
It;s complex because the U needs to cover itself. Thy can use their own discretion at any point.
And as I said on the other thread, the discussion about loans isn’t about from parents, but formal entities.
OP would really need to discuss this with the policy folks.
This screams like a scam, and if several of us see it, then the UC officials will see it immediately.
Your “sustainability” and asking for FA, and then getting married just doesn’t make sense.
You will be required to show your budget, your income and your proof of self support via legal US documents. Oh and they do check. If you are claiming you need FA, (which is not being financially independent) and you got married, they will question why you got married.
Use that $200k to pay OOS tuition because if you are trying to scam the UC system, you will be caught and expelled. The universities are nasty about fraud and scams; they then report your behavior to, not only the other US universities through the clearing house, but also to US immigration officials who will then deport you.
UC Residency is for students who live in California, not who is poor. I am just asking about “Financial Independence” on UC residency for tuition purpose in this thread. Even the super rich can pay in-state tuition fee, if they qualify.
According to CPA, I do not need to report to IRS any gifts under $100,000 and also loan from aboard too. However, FAFSA was asking me “Untaxed Income” and I do not think gifts (or loan whatever) is not my “Income”. So I was just confused and posted the thread. Someone posted that “4k / month could be a loan” and it was interesting. I agree that I kept asking questions seem like I want to hide money.
Here is your rub.
On the next year FAFSA…there is a question about money paid on your behalf. If the parents are paying rent, utilities, etc…they are paying money on YOUR behalf.
And believe me…if your expenses don’t go with your incime…those UCs ARE going to question where your money is coming from. They are.
Also, even as a married person, I believe you still need to satisfy the 366 day residency requirement. You are paying OOS rates now at a CC. You need to hope that the UCs will view your request for change to instate status favorably.
I won’t submit FAFSA from now on, and already made correction on 45J question. From Jan 2016 (I got green card) to Sep 2017 (UC 2017 Fall) is over 366 days. I guess there are no problem that I qualify in-state tuition
Was your spouse already a CA resident before you married? Did both of you move to CA to attend college?