Financial Aid

The Office of Financial Aid and Scholarship Services administers several federal and state programs that provide funds to assist eligible students in pursuing their academic goals. These programs are the Academic Competitiveness Grant (ACG), Federal Perkins Loan, Federal Sup¬plemental Educational Opportunity Grant (FSEOG), Federal Work-Study (FWS), and Educational Opportunity Program (EOP). The office also manages the Federal Pell Grant, Federal Stafford and PLUS Loan Programs, the New York State Tuition Assistance Program (TAP), the National Science and Mathematics Access to Retain Talent Grant (SMART), and the New York State Aid for Part-Time Study (APTS) Program. These programs are described below, together with other sources of state and federal assistance for which prospective students might qualify while attending Stony Brook.

The basic applications for programs administered by the Office of Financial Aid and Scholarship Services are the Free Application for Federal Student Aid (FAFSA), the Express Tuition Assis¬tance Program Application (ETA), and the Aid for Part-Time Study (APTS) application. Application forms and information about application guidelines and deadlines are available at the Office of Financial Aid and Scholarship Services, 180 Administration Building, (631) 632-6840, or on the financial aid web site at http://www.stonybrook.edu/ financial aid.

Note: The ETA is available to the students after filing the FAFSA; please see the New York State Programs section for further information about the application process for a Tuition Assistance Program (TAP) Grant.


Students should be aware that the University will implement all changes in standards and/or policies that are prescribed by the federal and state regulations governing financial aid administration.


FEDERAL PROGRAMS


Application Procedures


Students may apply for funding through the federal programs in one of the following ways:

  • Complete an electronic FAFSA via Internet at http://www.fafsa.ed.gov
  • Complete and mail a paper FAFSA to the federal processor

Upon filing, the applicant will receive a document known as the Student Aid Report (SAR), which indicates his or her Expected Family Contribution (EFC). This EFC is used to determine the applicant's eli¬gibility for one or more of the federal programs.

The information contained in the SAR will be transmitted electronically to Stony Brook if the applicant included the institution's Title IV School Code (002838) on the FAFSA. This information is necessary before a financial aid award package can be provided to the student. The Office of Financial Aid and Scholarship Services notifies each student once their award package has been completed. Students can accept their awards online, in real time, using the SOLAR System.


If the student's application is selected for verification, he or she will be requested to provide additional documentation to substantiate the accuracy of the information filed on the FAFSA. This documentation must be compared to the SAR data and corrections made if necessary. The Office of Financial Aid and Scholarship Services must be in receipt of the data from a correct and valid SAR before payment of awards can be made.


Requirements and Responsibilities of Recipients
To receive financial assistance through any of the federal programs, the student must: 1) be a citizen, permanent resident alien, or other eligible resident of the U.S.; 2) be matriculated into a degree program; 3) register with Selective Service, if required; and 4) not owe refunds of any awards made previously through one or more of the federal programs, or be in default on repayment of any student loan.


Before receiving payment, the student must sign a statement of educational purpose confirming that all money received will be used for the costs of postsecondary education only (i.e., tuition, fees, books, and living expenses).


Satisfactory Academic Progress Policy for Federal Financial Aid


Federal regulations specify that academic progress be measured each year (following the spring semester). Eligibility for assistance from the Academic Competitiveness Grant (ACG), Federal Pell Grant, Federal SEOG, Federal Perkins Loan, Federal Work-Study,  Federal Staf¬ford and PLUS Loan programs, and the National Science and Mathematics Access to Retain Talent Grant (SMART), is contingent on the student's good standing. All students must maintain satisfactory academic progress. Students must first meet the University Academic Standing guidelines as defined in the Undergraduate Bulletin. In addition:


1.     A full-time undergraduate student in a four-year program must successfully earn a minimum average of 20 credits per year in order to complete his or her program in a maximum of six years.
2.     Incomplete (I), No Record (NR), Failure (F), Unsatisfactory (U), No Credit (NC), and Academic Dishonesty (Q) grades do not count as earned credits.
3.     If you are a transfer student, the University will count only those transfer credits that apply toward the current program.
4.     Quantitative academic standing is reviewed yearly following the spring semester.
a.     Federal Financial Aid Warning:
A student's quantitative satisfactory academic progress standing will be set to "warning"      under the following conditions:
i.    The student has attended for less than 3 full-time1 years,
ii.   The student has taken at least 30 credits, and
iii.  The student has not earned a minimum average of 20 credits per year.


b.   Federal Financial Aid Probation:
A student's quantitative satisfactory academic progress standing will be set to "probation" under the following conditions:
i.    The prior year's quantitative satisfactory academic progress evaluation was not already   set to "probation" or "unsatisfactory",
ii.   The student has been in attendance at the University for greater than 3 full-time1 years but less than 6 full-time1 years, and
iii.  The student has not earned a minimum average of 20 credits per year.

c.  Federal Financial Aid Unsatisfactory
If a student's quantitative satis¬factory academic progress is set to "unsatisfactory" the   student will be ineligible to receive federal aid for the upcoming academic year and any future year as long as the status remains unsatisfactory. A student's quantitative satisfactory academic progress standing will be set to "unsatisfactory" under any of the following conditions:
i.    The student has been in attendance for 6 or more full-time1 years.
ii.   The student has earned more than 180 credits.
iii.  The prior year's satisfactory academic progress quantitative standing was set to "probation" and the student has not earned a minimum average of 20 credits per year.


Procedure for Federal Financial Aid Reinstatement


1.     For those students who have exceeded either the maximum time frame (6 full-time1 years) or the maximum earned credits (180 credits), no possibility exists for having their federal aid reinstated.

2.     For those students who have not exceeded either the maximum time frame (6 full-time years1) or the maximum earned credits (180 credits) but have lost their federal aid, aid will be reinstated by restoring their "minimum average earned credits per year" to 20 or higher. The student may make up credits during the summer session(s) if he or she has not earned the required number by the completion of the spring semester. However, payment for the summer courses must be made by the student. Those students who used the summer session(s) to bring their records to within compliance of the regulations must make an appointment to see a financial aid advisor to have their federal aid evaluated and reinstated for the following semester.
1 If a student is registered for less than full time their terms will be measured in increments of 0.5 rather than 1.0.


Procedure for Obtaining a Federal Financial Aid Waiver


1.     A student who has exceeded either the maximum time frame (6 full-time1 years) or the maximum earned credits (180 credits) cannot apply for a waiver.


2.     A student who has lost his or her federal aid because they did not earn the minimum average of 20 credits per year may be granted a "one time" SAP (satisfactory academic progress) waiver if the student can document that his or her failure to make progress was a result of extenuating circumstances beyond his or her control. The student must also demonstrate that there is reasonable evidence that he or she will be successful in completing the academic career within the maximum allowable time frame.


3.     A student must begin the appeals process by submitting a Satisfactory Academic Progress Waiver form to the Office of Financial Aid and Scholarship Services. The waiver form is available on the financial aid Web site.


4.     A student must submit his or her appeal no later than 45 days from the date that the student was notified by the Office of Financial Aid and Scholarship Services of failure to meet the quantitative satisfactory academic progress regulations.


5.     The Federal Satisfactory Academic Progress team will review all cases and will notify the students of the appeals decision in a timely manner. If the waiver is approved, the student's federal financial aid will be reinstated on a probationary basis. If, upon the next annual review, the student does not meet the satisfactory academic progress requirements, all future federal aid will be cancelled. No additional appeals will be accepted.


Further information about academic progress as a condition of federal student aid can be obtained from the Office of Financial Aid and Scholarship Services.


"Emancipated" or "Independent" Student Status

The designation of independent status refers only to whether or not a student is required to report parental income when applying for financial aid. The University adheres to current federal guidelines for validating the status of a student as independent or emancipated for financial aid purposes.


These guidelines define an independent student as being in one of the following categories:

  • 24 years of age or older by December 31 of the award year
  • a veteran of the U.S. armed forces
  • enrolled in a graduate or professional program (beyond a bachelor's degree)
  • married
  • a ward of the court
  • having legal dependents other than a spouse
Effective for summer 2009 the following additional criteria may qualify a student to be viewed as independent for federal financial aid purposes:
  • Being in foster care when the student was 13 years of age or older
  • Student has been deemed an emancipated minor as determined by the court in their state of legal residence
  • Student is currently in legal guardianship as determined by a court in their state of legal residence
  • If at any time on or after July 1, 2008 the student's high school or district homeless liaison determined that the student was an unaccompanied youth or was homeless
  • If at any time on or after July 1, 2008 the director of an emergency shelter program funded by the U.S. Department of Housing and Urban Development determined that the student was an unaccompanied youth or was homeless
  • If at any time on or after July 1, 2008 the director of a runaway or homeless youth basic center or transitional living program determined that the student was an unaccompanied youth who was homeless or self-supporting and at risk for being homeless
Note: Independent status under the federal definition does not necessarily ensure independent status for state aid programs. See "'Independent Student Status," page 38.

Federal Pell Grant

Selection of Recipients and Allocation of Awards

The Federal Pell Grant Program is an entitlement program. Eligibility and award amount are based on need. Financial need is determined by a for¬mula applied to all applicants. The formula was developed by the U.S. Department of Education and is re-viewed annually by Congress. The Expected Family Contribution (EFC) is calculated by this formula.

The applicant must be pursuing a first bachelor's degree and enrolled for at least three credits in an approved postsecondary institution.

Award Schedule

Fall 2008 and spring 2009 awards range from $890 to $4,731. The award amount will be affected by the cost of attendance at a particular institution, expected family contribution, and the student's enrollment status. The Pell award is not duplicative of state awards.

Academic Competitiveness Grant (ACG)

This newly created federal need-based grant program will provide up to $750 for the first year of undergraduate study and up to $1,300 for the second year of undergraduate study to full-time students who are U.S. citizens, eligible for a Federal Pell Grant, and who have successfully completed a rigorous high school program (as determined by the state or local education agency and recognized by the Secretary of Education). Second-year students must have maintained a cumulative grade point average of at least 3.0. The program will be available for the first time for the 2006-2007 academic year for first-year students who graduated from high school after January 1, 2005. Effective July 1, 2009 eligible-non citizens who meet all the other criteria will be eligible to qualify for the Academic Competitiveness Grant. The Academic Competi¬tive¬ness Grant is offered in addition to the student's Pell Grant and is based on need. Additional information regarding this program can be found at http://studentaid.ed.gov.

National Science and Mathematics Access to Retain Talent Grant (National SMART Grant)

This newly created federal need-based grant program will provide up to $4,000 for each of the third and fourth years of undergraduate study to full-time students who are U.S. citizens, eligible for a Federal Pell Grant, and majoring in physical, life, or computer sciences, mathematics, technology, or engineering, or in a foreign language determined critical to national security. The student must also have maintained a cumulative grade point average of at least 3.0 in coursework required for the major. The program will be available for the first time for the 2006-2007 school year and is offered in addition to the student's Pell Grant award and is based on need. Effective July 1, 2009 eligible-non citizens who meet all the other criteria will be eligible to qualify for this grant. Additional information regarding this program including updated qualifying majors can be found at http://studentaid.ed.gov.

Federal Supplemental Educational Opportunity Grant (FSEOG)

Selection of Recipients and Allocation of Awards

The applicant must be 1) in exceptional financial need and 2) pursuing a first bachelor's degree.

Award Schedule

Awards range from $100 to $1,000, and are made on a funds-available basis. Priority is given to Pell Grant recipients. In addition, students must apply by the priority deadline to be considered. Contact the Office of Financial Aid and Scholarship Services for further details.

Federal Perkins Loan

Selection of Recipients and Allocationof Awards

At Stony Brook, Federal Perkins Loans are available to matriculated students enrolled at least half time as graduate or undergraduate degree candidates. Awards are made on a funds-available basis. Students must apply by the priority deadline to be considered. Contact the Office of Financial Aid and Scholarship Services for further details.

Award Schedule

Annual loan limits are established at $5,500 for undergraduate students and $6,000 for graduate students. Maximum amounts that may be borrowed are $20,000 as an undergraduate and $40,000 for graduate and undergraduate study combined.

Actual Federal Perkins Loans are limited based on annual allocations and collections, and presently average $1,500 per year at Stony Brook.

Repayment

The current interest rate, payable during the repayment period, is 5 percent on the unpaid principal. Repayment begins nine months after the last date of enrollment and may extend over a period of ten years. Payment may be extended over an additional ten-year period for certain low-income students, and may be deferred for up to three years for certain categories of borrowers. Information on loan cancellation provisions for borrowers who go into certain fields of teaching or specified military duty is available through the Office of Financial Aid and Scholarship Services.

Federal Work-Study Program (FWS)

Selection of Recipients and Allocation of Awards

The FWS program provides part-time employment to undergraduate and graduate students who need the income to help meet the costs of postsecondary education.

Stony Brook University strives to make employment reasonably accessible to all its eligible students who have financial need. In the event that more students are eligible for FWS than there are funds available, preference is given to students who applied by the priority deadline. (Contact the Office of Financial Aid and Scholarship Services for further details.)

Award Schedule

The Office of Financial Aid and Scholarship Services assists recipients of a FWS award by conducting a job fair during the first week of classes in the fall semester. Students may also use the SOLAR System to locate and secure employment on campus. Students may work up to 20 hours each week. Hourly wage rates are variable and currently range from $7.15 to $16.72 per hour for undergraduate students.

Students interested in participating in Stony Brook's Community Service Program, a program that provides students with the opportunity to serve the public interest while earning Federal Work-Study wages, should contact the Career Center.

Subsidized and Unsubsidized Federal Stafford Loans
Selection of Recipients and Allocationof Awards
Stafford Loans are either subsidized or unsubsidized.
  • A subsidized loan is awarded on the basis of financial need. The federal government pays interest on the subsidized loan until the student begins repayment.
  • An unsubsidized loan is not awarded on the basis of need. The student is charged interest from the time the loan is disbursed until it is paid in full. If the student allows the interest to accumulate, it will be capitalized (i.e., the interest will be added to the principal amount of the loan and will increase the repayment total). If the student pays the interest as it accrues on a monthly basis, the total of principal plus interest repaid will be lower.

To be eligible for a Federal Stafford Loan, a student must be enrolled at least half time in an approved program of study.

Loan Schedule

Please visit the Stony Brook University Financial Aid Web site for information about annual and aggregate Stafford

limits: http://www.stonybrook.edu/financialaid.

Repayment of Subsidized Loans

A student may borrow at a relatively low interest rate with no repayment as long as he or she remains enrolled at least half time, and for six months after he or she ceases to be at least a half-time student. Interest does not accrue on this loan during periods of enrollment or the grace period. The federal government pays the interest for the student during this time period. Payment of principal may be deferred for up to three years for certain categories of borrowers.

The following regulations governing repayment apply:

  • Depending on the amount of the loan, the minimum monthly payment will be $50 plus interest. Under unusual and extenuating circumstances the lender may, on request, permit reduced payments.

  • The standard repayment period is between ten and 25 years, depending on the amount owed and payment plan selected.

  • Repayment in whole or part may be made at any time without penalty.

Repayment of Unsubsidized Loans

The terms of the unsubsidized loan are the same as those for the subsidized loan (see above), except that the federal government does not pay the interest on this loan. The student is responsible for paying all of the interest that accrues on the loan while in school, during the grace period, and during any periods of deferment or repayment.

Federal PLUS Loan

This loan is available to parents of financially dependent undergraduate students. FPLUS loans for which the first disbursement was made on or after July 1, 1993, have no annual or aggregate limits. Borrowing is based on cost of education minus aid. Repayment begins within two months of receipt of the loan.

NEW YORK STATE PROGRAMS

Note: Where any question of eligibility exists, the student or prospective student should contact New York State Higher Education Services Corporation (HESC) at (888) NYS-HESC.

Tuition Assistance Program (TAP)

Application Procedures

To apply for TAP, students should begin by completing the Free Application for Federal Student Aid (FAFSA). Students who file the FAFSA electronically (http://www.fafsa.ed.gov) will be able to link to the online TAP application at the end of the FAFSA session. If the student missed the NYS link, or filed a paper FAFSA, they can go to "Anytime TAP on the Web" at http://www.hesc.org to complete the application process.

HESC determines the applicant's eligibility and sends an award certificate directly to the applicant indicating the amount of the grant.

Requirements and Responsibilitiesof Recipients
To receive an award through the Tuition Assistance Program, the applicant must:
  • meet one of the United States citizenship requirements;
  • meet New York State residency requirements;
  • enroll as a full-time student;
  • enroll in an approved program of study in a New York State postsecondary institution;
  • be matriculated;
  • declare a major by the first day of classes of their junior year
  • be in good academic standing; have at least a cumulative "C" average after receipt of two annual payments
  • not be in default on any student loan HESC guarantees;
  • have a minimum tuition liability of at least $200 per academic year ($100 per semester, $67 per trimester);
  • never have received a TAP award for having attained a prior graduate degree at the same level as for the degree currently being sought (applies to graduate students only); and
  • not exceed the income limitations established for the program
  • Students who first receive aid in:

a. academic year 1996-97 to academic year 2006-07 must have: a high school diploma, or the recognized equivalent of a high school diploma (e.g., GED), or a passing score as determined by the U.S. Secretary of Education on a federally approved ability-to-benefit test

Standard Satisfactory Academic Progress Only for the Purpose
of Determiniation of Eligibility for State Student Aid (based on State
Education Department requirements)

Semester Calender, Bachelor's Program
Before being certified for this Award 1st
2nd 3rd 4th 5th 6th 7th 8th 9th 10th
A Student Must Have Accrued at Least This Many Credits 0 3 9 21 33 45 60 75 90 105
With at Least This Grade Point Average 0 1.1 1.2 1.3 2.0 2.0 2.0 2.0 2.0 2.0

b. academic year 2006-07, must have: a U.S. high school diploma, or     the recognized equivalent, or a passing score on a federally approved ability-to-benefit test independently administered and evaluated as provided by the NYS Commissioner of Education.

c. academic year 2007-08 and thereafter, must have: a U.S. high school diploma, or the recognized equivalent, or a passing score on a federally approved ability-to-benefit test identified by the NYS Board of Regents and independently administered and evaluated by the Commissioner of Education.

Under these regulations, students must meet minimum academic achievement requirements to receive payment of awards.

According to these regulations, good academic standing consists of two elements:

1.     Satisfactory academic progress-A requirement that a student accumulate a specified number of credits and achieve a specified grade point average each term of an award.

2.     Pursuit of program-Satisfactory academic program pursuit is defined as receiving a passing or failing grade in a certain percentage of a full-time course load in each term for which an award is received. The percentage increases from 50 percent of the minimum full-time course load in each term of study in the first year for which an award is received, to 75 percent of the minimum full-time course load in each term of study in the second year for which an award is received, to 100 percent of the minimum full-time course load in each term thereafter.

The chart provides a detailed analysis of the State Education Department's requirements.

A student who does not meet these minimum standards for any one semester will be ineligible to receive an award payment for the following semester. However, a waiver of the minimum achievement standards may be granted under certain extenuating circumstances. Students who do not meet the requirements will receive notification in the mail as to their next appropriate course of action.


"Independent" Student Status

The designation of independent status for TAP applicants refers only to whether or not a student is required to report parental income and is contingent upon the following criteria. Applicants must be:

1.     35 years of age or older on June 30; or

2.     22 years of age but under 35 on June 30, and not:

a.     a resident in any house, apartment, or building owned or leased by parents for more than six consecutive weeks; or

b.     claimed as a dependent by parents on their federal or state income tax returns; or

c.     a recipient of gifts, loans, or other financial assistance in excess of $750 from parents; or

3.     under 22 years of age on June 30, and meeting all other requirements listed in 2, above, and additionally able to meet at least one of the following requirements:

a.     both parents deceased, disabled, or incompetent; or

b.     receiving public assistance other than Aid to Families with Dependent Children (AFDC) or food stamps; or

c.     ward of a court; or

d.     financially independent due to the involuntary dissolution of the student's family, resulting in relinquishment of parental responsibility and control; or

e.     married on or before December 31 of the year preceding the academic year for which application is made; or

f.     enrolled as a graduate student; or

g.     received a TAP award as a financially independent student in the academic year preceding that for which application is made; or

4.     honorably discharged from military service, regardless of age.

Note: Independent status under the state definition for the Tuition Assistance Program does not necessarily ensure independent status for federal aid programs. See 'Emancipated' or 'Independent' Student Status."

Selection of Recipients and Allocation of Awards

The Tuition Assistance Program is an entitlement program for those NY State residents who meet the eligibility rules.

Undergraduate students may generally receive TAP awards for four years of study; students enrolled in approved five-year programs or in a state-sponsored opportunity program may receive undergraduate awards for five years. Graduate students may receive awards for four years. No student (including EOP/AIM students) may receive awards for more than a total of eight years of under¬graduate and graduate study.

Award Schedule

The amount of the TAP award is scaled according to level of study, tuition charge, and net taxable income (taken from the New York State tax return[s] filed in the year previous to the academic award year). All income data are subject to verification by the New York State Department of Taxation and Finance.

Currently, awards at Stony Brook for undergraduate study range from a minimum of $500 to a maximum of $4,375 per academic year.

Part-Time TAP Program

Part-time students at approved schools in New York State who were first-time, full-time freshmen in 2006-07 may be eligible for Part-Time TAP to help them pay for college beginning in 2007-08. Part-Time TAP is a grant and does not have to be paid back. Part-Time TAP is not the same as Aid for Part-Time Study.

Student Eligibility

To be eligible for Part-Time TAP, a student must:

  • Be a first-time freshman in the 2006-07 academic year or thereafter

  • Have earned 12 credits or more in each of the two consecutive semesters, for a minimum total of 24 credits earned

  • Maintain a minimum of a "C" average

In addition, the student must:

  • Be a United States citizen or eligible noncitizen

  • Be a legal resident of New York State

  • Have graduated from high school in the United States, or earned a GED, or passed a federally approved "Ability to Benefit" test as defined by the Commissioner of the State Education Department

  • Be matriculated in an approved program of study and be in good academic standing

  • Be charged at least $200 tuition per year

  • Be taking 6 but fewer than 12 credits per semester or 4 but fewer than 8 credits per trimester

  • Not be in default on a student loan guaranteed by HESC or on any repayment of state awards

  • Meet income eligibility limitations

Aid for Part-Time Study Program (APTS)

The aid for Part-Time Study Program provides grant assistance for eligible part-time students enrolled in approved undergraduate studies. Awards provide up to $2,000 per year and cannot exceed tuition charges.

Application Procedures

The student must complete an Aid for Part-Time Study application and submit it to the Office of Financial Aid and Scholarship Services by the last day of the add/drop period for the semester in which he or she is seeking an award. Signed photocopies of New York State tax returns from the base year (i.e., the year previous to the academic year: 2006 tax returns for the 2007-2008 academic year) must be submitted with the application.

Requirements and Responsibilities of the Recipient

Applicants must: 1) be working toward an undergraduate degree or enrolled in a registered certificate program; 2) enroll as a part-time student for a minimum of three credits, but less than twelve; 3) maintain good academic standing; 4) be a resident of New York State; 5) be either a U.S. citizen, permanent resident alien, or refugee; 6) meet the income limits (see below); 7) not have used up Tuition Assistance Program (TAP) eligibility; 8) have a tuition charge of at least $100 per year; and 9) not be in default of a Federal Family Education Loan.

Selection of Recipients and Allocation of Awards

Awards are made to applicants who meet the criteria in the preceding section and are determined to have financial need according to the following formula:

1.     The family income (i.e., net taxable income of student and parents) of students who were claimed as tax dependents by their parents in the base year must not exceed $50,550.

2.      The family income (i.e., net taxable income of student and spouse) of independent students with no tax dependents cannot exceed $34,250.

3.     The family income (i.e., net taxable income of student and spouse) of independent students with tax dependents (not including the student and spouse) must not exceed $50,550.

Award Schedule

APTS awards cannot exceed the cost of tuition and are determined each semester by dividing the total program allocation by the number of qualified applicants who complete the application process by the deadline.

Educational Opportunity Program (EOP)

Educational Opportunity Program (EOP) funds are allocated on the basis of need to undergraduate students enrolled in Stony Brook's Advancement on Individual Merit (AIM) Program.

The AIM program provides an opportunity to attend college for capable students who have not had the same opportunity as others to realize their academic potential because of limited financial resources and inadequate academic preparation. To be admitted to the University through the AIM program, the applicant's high school academic performance must have been below the level normally used to determine admission to the University. In addition, the applicant must meet financial eligibility guidelines established by New York State and Stony Brook University.

A student who is admitted to the University through the AIM program is offered financial and personal counseling and is eligible to receive a range of academic support services. These services include tutoring, special academic advising, skills improvement activities, and special development classes and programs. At the same time, these students participate fully in all campus academic and social activities. Many students who enter complete a bachelor's degree program, and many continue their education in graduate and professional schools throughout the country.

For further information on EOP/AIM, contact:


The EOP/AIM ProgramW-3520 Library Stony Brook UniversityStony Brook, NY 11794-3375Telephone: (631) 632-7090

Division of Military and Naval Affairs (DMNA) Education Incentive Program

Application Procedures

The student must complete a Recruit¬ment Incentive and Retention Program application at his or her guard unit. The unit commander or other authorized representative determines and certifies (if eligible) the applicant's eligibility for this program. If certified, the applicant must bring the Certificate of Eligibility to the Office of Veterans Affairs at Stony Brook to register. The student is encouraged to make an appointment to review necessary documentation. Students may call the Office of Veterans Affairs at (631) 632-6700 for an appointment.

Note: This is a newly instituted program; procedures are subject to change. Further inquiries about the program should be directed to DMNA at (800) 356-0552.

Requirements and Responsibilitiesof Recipients

Participants in this program must be members of the Army/Air Guard or New York Naval Militia in good standing, having successfully completed initial active duty training or naval enlisted code training. The program is limited to undergraduate study.

The student must be matriculated and enrolled for a minimum of six credit hours per semester. Participants must be in good academic standing. Good academic standing is determined by the campus and is defined as not being on academic probation.

Participants are required to apply first for all available financial aid (FAFSA). Proof of application must be presented to DMNA.

Selection of Recipients and Allocation of Awards

The Education Incentive Program allows an eligible guard or militia member to receive tuition assistance equal to the amount of tuition costs remaining after all other student aid, except loans, is applied against the undergraduate in-state annual tuition of SUNY institutions up to $3,400 per academic year.

Award Schedule

The voucher amount is the current cost of tuition (excluding the college fees) at the institution minus any grants received through the Federal Pell Grant, New York State TAP, New York State Aid for Part-Time Study, ACES (Army Contin¬uing Education System) program or other types of grants/programs. Benefits received under the Montgomery G.I. Bill Act of 1984 shall not be considered educational aid for purposes of this program.

ADDITIONAL PROGRAMS ADMINISTERED BY NY STATE

  • Child of Veteran Award Supplement

  • Flight 587 Memorial Scholarship

  • Memorial Scholarships for Families of Deceased Police Officers

  • Military Service Recognition Scholarships

  • National Guard--New York State Education Incentive Program

  • New York State Lottery--Leaders of Tomorrow Scholarship

  • New York State Regents Health Care Opportunity

  • New York State Scholarship for Academic Excellence

  • Regents Professional Opportunity Scholarships

  • Robert C. Byrd Honors Scholarship

  • Veterans Tuition Award Supplement

  • Volunteer Recruitment Service Scholarship for Volunteer Fire and Ambulance Recruits

  • World Trade Center Memorial Scholarship

Application Procedures

Students who believe they may be eligible for one of the programs listed above should request an application from the New York State Higher Education Services Corporation by calling (888) NYS-HESC or writing to the following address: NYSHESC, Division of Grants and Scholarships, 99 Washington Avenue, Albany, NY 12255. For more information, visit http://www.hesc.com/bulletin.nsf/.

VETERANS AFFAIRS (VA) EDUCATIONAL BENEFITS

Application Procedures

Students interested in applying for benefits under any of the VA educational assistance programs should contact the Office of Veterans Affairs, Admin¬istra¬tion Building Room 347, for applica¬tions, information, and assistance. Call (631) 632-6700 or visit http://www.studentaffairs.stonybrook.edu/vets/.

Services Available:

  • Guidance to veterans, veterans' depen¬dents, and active duty service members in reference to eligibility requirements.

  • Assistance in obtaining a full or partial deferment of tuition, fees, and charges.

  • Assistance in completion of forms.

  • Forwarding of forms and supporting documentation to appropriate agencies.

  • Liaison between the University and the Veterans Administration to ensure student eligibility, enrollment, etc.

  • Coordination of a VA workstudy program.

Note: A student making an initial application for VA benefits should bring a certified copy of his or her DD-214 to the Office of Veterans Affairs. The student should maintain records of correspondence with the Veterans Administration, including a log of all payments received (i.e. date the checks were issued, amount, and period covered). The student is responsible for making arrangements for alternative means of payment for educational expenses (i.e., financial aid, loans, etc.) in the event that VA benefits are not received by the expected date.

The Montgomery G.I. Bill-Chapter 30

Eligibility for this program requires individuals to have served for two or three years of continuous active duty after July 1, 1985, and to have contributed $100 per month for the first 12 months of service. Entitlement accrues at the rate of one month for each month of active duty up to 36 months. Applications and benefits are processed through the VA Regional Office in Buffalo, NY. Eligible veterans generally have ten years from date of discharge or release from active duty in which to use these benefits. Post Vietnam-Era Veterans Educational Assistance Program (VEAP)-Chapter 32 is a voluntary contributory program for persons who served between January 1, 1977 and June 30, 1985. Under this program, the appropriate branch of the military will match the individual's contribution on a two-to-one basis. The maximum period of entitlement is 36 months.


Survivors and Dependents Educational Assistance-Chapter 35

This program provides benefits to the spouses and children of veterans deemed "100-percent service disabled" and to the surviving spouses and children of veterans who died in service. Forty-five months of entitlement are permitted under this program.

Vocational Rehabilitation for Disabled Veterans-Chapter 31

Vocational rehabilitation is intended to help the service-disabled veteran select, prepare for, and secure employment that is compatible with his or her interests, abilities, physical capabilities, and goals. Entitlement may be provided for up to 48 months. An eligible veteran generally has 12 years from the date of discharge or release from active duty in which to use these benefits.

Selected Reserve Educational Assistance Program-Chapter 1606

The MGIB-SR program may be available to you if you are a member of the Selected Reserve. The Selected Reserve includes the Army Reserve, Navy Reserve, Air Force Reserve, Marine Corps Reserve and Coast Guard Reserve, and the Army National Guard and the Air National Guard. This benefit may be used for degree and certificate programs, flight training, apprenticeship/on-the-job training, and correspondence courses. Remedial, deficiency, and refresher courses may be approved under certain circumstances. This program provides benefits to individuals enlisting, re-enlisting, or extending their enlistment with the Selected Reserve or National Guard for six or more years of service. Entitlement is for a maximum of 36 months or the equivalent in part-time training.

Reserve Educational Assistance Program (REAP)-Chapter 1607

The Reserve Education Assistance Program (REAP) provides education assistance to Guard and Reservists who have served 90 days or more in a contingency operation after September 11, 2001. Basic Eligibility Criteria determined by the Department of Defense and Homeland Security for this program: Individual must: 1) have been called to active duty under federal authority for a contingency operation as determined by Congress or the President, 2) have served on active duty in a contingency operation for at least 90 continuous days after September 11, 2001, and 3) remain within your component to use benefits. Each service member has 36 months of full-time entitlement. VA Educational Benefits begin after the 90-day minimum service period is completed. There is no time limit for using benefits, provided you remain within your component.

Note: Once you leave your component or are discharged (except for disability), you are no longer eligible for REAP-- Chapter 1607 benefits.

For more information on VA Educational programs and benefits, please visit http://www.gibill.va.gov/

Division of Military and Naval Affairs (DMNA) Recruitment Incentive and Retention Program (RIRP)

Application Procedures

The student must complete a Recruit¬ment Incentive and Retention Program application at his or her reserve or guard unit. Eligible service members must apply to a New York State institution of higher learning for admission and complete admission requirements. For every semester, he or she must apply for all available student financial aid. Proof of financial aid is required for each semester (e.g., TAP Award Certificate and Student Aid Report (SAR)). In addition, he or she must complete DMNA RIRP Memorandum of Understanding and DMNA Form 96-1 every semester. The unit commander or other authorized representative determines and certifies (if eligible) the applicant's eligibility for this program.

Army National Guard (ARNG) Federal Tuition Assistance (FTA) Program (Previously known as the ACES Program)

The New York Army National Guard (ARNG) Federal Tuition Assistance (FTA) helps soldiers pursue their civilian education goals. ARNG FTA can be applied to a course or program taken at a regionally or nationally accredited, public or private, college, university, vocational, technical, or trade school located inside or outside of New York. The ARNG Federal TA program may also fund clock hours for vocational and technical training courses and certificates offered by non-degree-granting accredited institutions.

For more information regarding required documents, you can visit the Web site at  http://www.dmna.state.ny.us/education/For more information, please contact your Educational Service Represen¬tative, call DMNA at (518) 786-4937/4350, or e-mail education@ny.ngb.army.mil

Note: The procedures of this program are subject to change. To schedule an appointment with the Office of Veterans Affairs, please call (631) 632-6700.

Army Reserves Tuition Assistance (TA)

Application Procedures

Each eligible service member must go to https://www.armyreserveeducation.com and log into his or her AKO account. Each applicant must complete DA Form 2171E-R electronically by entering his or her information, school information, degree plan, program major, and course information. Print, review, and sign the Statement of Understanding form, the Recoupment Acknowledgement form, and the DA Form 2171E-R. The service member must obtain the appropriate signature from his or her unit commander or designated unit representative. Completed forms must be mailed or faxed with a tuition/fees statement, class schedule, degree plan, and grades from the previous semester to: HQ USASOC, ATTN: Education Services, Bldg. E-2929, 1 Desert Storm Drive, Fort Bragg, NC 28310 or fax at (910) 432-8935.

For more information, please contact the USASOC Counselor Support Staff at (910) 432-6055/1958/0941.