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Budget Adjustment Form

A budget adjustment is an adjustment made by a Financial Aid Counselor based on documented proof of certain educational expenses incurred by the student that exceed or are not included in the standard budget.  Please read the questions and answers below to determine whether you meet the criteria for submitting the Budget Adjustment Form.  The Budget Adjustment Form for the 2018 summer semester will be available the week of May 25, 2018. 

What is a budget?

A student’s “budget”, is an estimate of the total educational expenses such as tuition and fees, books and supplies, and room and board.  The budget also includes a transportation and miscellaneous expense allowance.  NOTE: Students who are enrolled less than half-time (less than 6 credits for undergraduate/professional students and less than 5 credits for graduate students) are not able to include room/board and miscellaneous expenses in their budget.

What warrants a budget adjustment?

A budget adjustment may be requested if additional financial aid is needed to pay for educationally-related expenses during a period of enrollment.  Only certain expenses can be considered for a budget adjustment.  The accordion sections below outline specific criteria, annual maximums and required documentation for each category.  

Pharmacy Rotation or Practice Experience, Co-operative Education or Required Internship

An adjustment will be considered for reasonable costs associated with pharmacy rotations, a pharmacy practice experience (PHRM 355/455) a cooperative education program through the NDSU Career Center, or an internship that is required to graduate.  Reasonable costs may include the following:

  • Additional or dual housing
  • Transportation or commuting costs
  • Monthly health insurance premiums

Maximum Adjustment
No set maximum.  Financial Aid Administrator determines reasonable costs allowed.  

Other Criteria

  1. Students who choose out-of-area pharmacy rotation are responsible for covering their own lodging and travel costs.  The exception is for rotations in Arizona, Alaska and Washington, D.C. because they cannot be replicated in the local area.
  2. Costs associated with elective or recommended internships cannot be considered.  Airfare to and from the location of required internships cannot be included unless the student’s advisor is able to confirm that the internship provides a unique experience outside anything offered locally.
  3. Commuting or transportation costs will only be considered if they exceed the amount that is already included in the standard budget, which is $130 per month for 2017-18 academic year and $146 per month for the 2018 summer semester.  See the Commuting Costs section for more details.  

Housing Expenses

A student may request a budget adjustment for housing expenses if they exceed the average monthly housing cost shown below:

Classification2018-18 Academic Year2018 Summer Semester
Undergraduate$451$665
Graduate$665$665
Professional Pharmacy$665$665

NOTE: Students who are enrolled less than half-time (less than 6 credits for undergraduate/professional students and less than 5 credits for graduate students) are not able to request an increase in their housing expenses because they cannot be included in their financial aid budget.

When calculating monthly housing expenses:

  • Include rent/mortgage, heat, electricity and water/sewer/garbage. 
  • Exclude telephone/cell phone, internet, cable or satellite television, garage, storage rental, furnishings and security deposits.  

Maximum Adjustment

For the academic year and summer semester combined:

  • $2,000 for students residing within 100 miles of Fargo-Moorhead.
  • $3,000 for students residing more than 100 miles outside of Fargo-Moorhead.

Other Criteria

  1. Must meet financial aid enrollment requirements of half-time status (6 credits for undergrad or professional pharmacy students, and 5 credits for graduate students) to qualify for housing costs in the budget.  Exception:  Students enrolled less than half time in the 4-week summer session only (8 and 12-week excluded) may request a budget adjustment for the cost of their housing for that month.
  2. Total monthly housing is for the student only.  Other adults living in the residence are assumed to be paying their portion.
  3. Students living with their parents are not given a housing allowance in their budget.
  4. Assistance received from any agency (housing assistance, fuel assistance, etc.) must be reported on the Budget Adjustment Form and will be taken into consideration when making any increase.

Commuting Costs

Students who are enrolled at least half time and drive more than 50 miles round trip from their home residence to NDSU to attend class may request a budget adjustment for commuting costs.  If approved, mileage is based on 50 cents per mile.  

Maximum Adjustment

$3,000 for the academic year and summer semester combined. 

Additional Criteria

  1. May include the cost for the number of weeks the student is enrolled with a maximum of 17 weeks for fall semester, 17 weeks for the spring semester and 12 weeks for the summer semester.
  2. If commuting costs are approved, the standard cost for transportation will be subtracted from the total amount approved.  This amount is $130 per month for the academic year and $146 per month for the summer semester.

Health Insurance Premiums

Independent students who pay health insurance premiums may request a budget adjustment for the cost of a single policy premium if proper documentation is submitted.

Maximum Adjustment

No maximum.

Additional Criteria

  1. Adjustments will cover the cost of insurance premiums to cover the student only, even if married and/or with children.
  2. Students who have not yet purchased health insurance may be approved if an estimated of the monthly health insurance single policy is submitted.  If approved, proof that insurance was purchased must be submitted within 30 days.   

Computer or Required iPad

A one-time reimbursement for a computer or required iPad (professional pharmacy students only) purchased for educational use will be considered if proper documentation is submitted.

When determining the reimbursement amount:

  • Include computer or required iPad, standard and required software, keyboard, mouse, printer, extended warranty (up to 2 years), sales tax and shipping cost
  • Exclude optional software, games, carrying case and other non-essential accessories.

Maximum Adjustment

The maximum adjustment is based on average cost and required software for specific majors. 

  • Pharmacy:  $1,000 (iPad required)
  • Architecture & Landscape Architecture:  $4,000
  • Interior Design:  $4,500
  • VCSU Elementary Education: $711 per year rental fee
  • All Other Majors:  $1,500

Other Criteria

  1. Computer or iPad must be purchased prior to submitting this form for reimbursement, and must have been purchased during the semester in which the reimbursement request is made.
  2. Students are limited to a one-time adjustment for the purchase of a computer unless it has been four years since the first adjustment and the student has advanced from undergraduate to graduate status.

Auto Repairs

Students who have paid for unexpected, critical automobile repairs that are not considered regular maintenance may request a reimbursement for the costs.

When determining repairs that may qualify for reimbursement:

  • Include engine, transmission, brakes, fuel pump, starter, alternator, head gasket, timing belt, computer circuitry, towing, etc.
  • Exclude repairs such as fluids, battery, spark plugs, filters, wiper blades, tire rotation, etc. 

Maximum Adjustment

$5,000 for the academic year and summer semester combined.  

Other Criteria

  1. The repairs must have been made during the semester that reimbursement is requested and must have been paid by the student.
  2. Auto body repair and cosmetic services may be included if the damage rendered the vehicle inoperable.

Child Care or Elder Care Expenses

Students may request an adjustment for expenses incurred for dependent care.  The dependent may be a child or an adult requiring special care such as a parent or injured spouse.  The total cost of care will be divided in half for students who are married or who are living with the dependent’s other parent.

Maximum Adjustment
No maximum.

Other Criteria

  1. May include expenses incurred during the student’s class time, study time, field work, internship and commuting time.
  2. Adjustments can only be made for the number of weeks the student is enrolled with a maximum of 17 weeks for the fall and spring semesters and 12 weeks for the summer semester.
  3. The weekly cost may not exceed the average reasonable cost of similar dependent care in the community.  The reasonable costs in the community are as follows:  $185/week for newborn to age 2, $170/week for age 3-6, $150/week for age 7-12, and $450/week for elder and other adults needing special care.
  4. Child care assistance received from any agency must be reported on the Budget Adjustment Form and will be taken into consideration when making any adjustment.

Other Educational Expenses

Additional educational expenses not included in the standard budget may be considered if appropriate documentation is submitted.  These include:

  • Distance and Continuing Education credits in excess of the tuition cap
  • Course fees, lab fees, new student fee, student ID card, parking permit
  • Books/supplies/digital access codes in excess of $400 for the semester
  • Disability-related expenses (interpreter, Smart pen, recommended equipment, etc.)
  • Special tutor or music accompanist
  • Reimbursement for the cost of a first exam or professional licensure that was taken and paid for during the semester.  

Expenses Not Allowed in a Budget Adjustment

The following expenses cannot be included in the student’s financial aid budget:

  • Credit card or other consumer debts
  • Car payments or car insurance
  • Job interview or non-degree expenses
  • Legal fees, bail, traffic tickets, parking tickets, or fines
  • Pet care, unless for a service animal
  • Luxury items, such as premium cable service and high speed internet
  • Prior year expenses
  • Flight lessons

Students with financial concerns who do not qualify for a budget adjustment are encouraged to review the two resources below.  Specific requirements must be met and both have a maximum award of $500.  More information can be found by clicking on the links.

Student Emergency Fund – Funds that do not have to be repaid and are intended to help students meet unforeseen financial emergencies that might otherwise prevent them from continuing their education.

Short Term Loan – Funds that do have to be repaid and are intended to help students in an emergency situation when they have exhausted all other financial resources. 

Will I get more aid?

An approved budget adjustment does not automatically guarantee additional aid.  Students who are approved for a budget adjustment will not be awarded grants or scholarships but may become eligible for a Federal Direct Loan or Private Student Loan.

Deadlines

Budget Adjustment Forms will be accepted until two days prior to the end of the semester.  However, to allow adequate time to review the request and process or disburse any aid resulting from an increase, the form should be submitted at least 10 business days prior to the end of the semester.  Recommended submission dates are follows:

  • 2018 Spring Semester – 4/30/18 (application will be deactivated 5/9/18 at 5:00 p.m.)
  • 2018 Summer Semester – 7/23/18 (application will be deactivated 8/1/18 at 4:00 p.m.)

Apply Here

Students must log in with their Campus Connection username and password.  After completing the applicable sections, attach the required documentation and submit the form.  Review takes approximately 2 weeks and students are notified of the results via NDSU email.  Questions may be directed to NDSU One Stop at ndsu.onestop@ndsu.edu or by calling 1-866-924-8969 or 701-231-6200.

Click the link below to complete the Budget Adjustment Form.

2018 Summer Semester


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North Dakota State University
Phone: +1 (701) 231-6200 / Fax: (701) 231-8297
Campus address: Memorial Union 176
Physical/delivery address: 1401 Administration Ave., Fargo, ND 58102
Mailing address: NDSU Dept. 2836 / PO Box 6050 / Fargo, ND 58108-6050
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Last Updated: Friday, June 08, 2018 2:18:21 PM
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