OSAP Application for Full-Time Students 2014-2015
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Ontario Student Assistance Program 2014-2015 OSAP Application for Full-Time Students For student taking at least 60% of a full course load (40% if permanently disabled) For programs starting anytime between August 1, 2014 and July 31, 2015 Revised: October 31, 2014 Page 1
2014-2015 Student Financial Assistance Branch Ministry of Training, Colleges and Universities OSAP Application for Full-Time Students Purpose This application form is used to determine your eligibility and amount of funding available to you through these programs: • 30% Off Ontario Tuition Grant • Child Care Bursary • Canada-Ontario Integrated Student Loan • Ontario Distance Grants • Ontario Student Opportunity Grant • Canada Student Grant for Persons with Dependants • Ontario Access Grants • Canada Student Grant for Persons from Middle-Income Families • Ontario Access Grant for Crown Wards • Canada Student Grant for Persons from Low-Income Families • Living and Learning Grant • Canada Student Grant for Persons with Permanent Disabilities How to Apply Use this application, if you are: • Taking a program that starts anytime between August 1, 2014 and July 31, 2015. • Enrolled in program that is 12 weeks or more in length. • Going to a postsecondary school that is approved for OSAP purposes (go to the OSAP website (www.ontario.ca/osap) and use school search to find out if your school is approved) • Taking at least 60% of a full course load (or 40% if you have a permanent disability). • An Ontario resident who is a Canadian citizen, permanent resident or protected person. Gather any required documents and attach to your application: • Throughout the application you will see an icon , which indicates that you may have to provide documentation to support the information that you provided. A list of required documents is provided at the end of this application. Send your application to: • Going to school in Ontario: the financial aid office at your school • Going to school outside Ontario: Student Financial Assistance Branch, Ministry of Training, Colleges and Universities, PO Box th 4500, 189 Red River Road, 4 Floor, Thunder Bay, ON P7B 6G9. Ensure you meet the application deadline date: • Your completed application must be received by your financial aid office or the ministry no later than 60 days before the end of your 2014-2015 study period. What’s Next Your application will be processed to ensure all information is complete and valid. Some of the information that you provide (e.g., name, vehicle information) will be verified with third parties. As your application processes you’ll get notification about the status of your application and anything you must do. Specifically, if you must provide additional documentation, you’ll be notified on what is required. Checking the Status of Your Application In the Contact Information section of this application you will indicate how you would like OSAP to update you about the status of your application (e-mail/web or paper). However, you can always check the status of your application online by logging into the OSAP website (www.ontario.ca/osap). It has the most up to date information available. Need Help? Information about OSAP is available at www.ontario.ca/osap. You can get help from: • Going to school in Ontario (including McGill University or Concordia University in Montreal): contact the financial aid office at your school. • Going to school outside Ontario: contact the ministry at: Student Financial Assistance Branch, Ministry of Training, Colleges and Universities PO Box 4500, 189 Red River Road, 4th Floor, Thunder Bay, ON P7B 6G9 General inquiry telephone service is available Monday to Friday, 8:30 AM – 4:30 PM (Eastern Standard Time) Telephone: 1-807-343-7260. Toll-free in North America: 1-877-OSAP-411 (1-877-672-7411) Telephone Device for the Deaf (TDD): 1-800-465-3958 Page 2
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Student Financial Assistance Branch Ministry of Training, Colleges and Universities PART 1: Registration and Your Profile OSAP User Agreement In order to apply for funding consideration from the Ontario Student Assistance Program (OSAP), you must first register as a new user. When you register, you will be providing basic personal information about yourself that will be used to start your personal profile. This information includes your name, birthdate, gender, identification numbers and contact information. Your access credentials, that you will use for future access to the OSAP website, will be assigned. Specifically, your OSAP Access Number (OAN) will be created. Your OAN will be your user id for the OSAP website. If you want to use the OSAP website, you must visit your financial aid office or request in writing a temporary password and your OAN. The Ministry of Training, Colleges and Universities (ministry) and other organizations involved in the administration of OSAP will use and disclose your personal information to administer OSAP under the authority of the Ministry of Training, Colleges and Universities Act, Regulations 774 and 775 and O. Regs. 268/01 and 118/07. If you have any questions about the collection, use and disclosure of your personal information you can contact the Director, Student Financial Assistance Branch, Ministry of Training, Colleges and Universities, PO Box 4500, 189 Red River Road, Thunder Bay, Ontario P7B 6G9 or call (807) 343-7260. In order to proceed with the registration process, you must read and consent to the indirect collection and disclosure of your personal information as well as the terms and conditions presented. Consent to Indirect Collection and Disclosure of Personal Information I agree that: • The ministry can disclose my Social Insurance Number, name, date of birth, and gender to Employment and Social Development Canada to verify that the personal information I have provided matches the personal information contained in the Social Insurance Register. This verification is solely for the purpose of confirming the accuracy of my identification in the context of the creation or the subsequent update to my personal profile. • The information contained within my personal profile will be used as part of any OSAP application(s) that I submit. • As I provide additional personal information in connection with an OSAP application, the information may be added to my personal profile. Any subsequent OSAP application(s) that I may submit would then draw from my updated personal profile. • The ministry or one of its authorized users such as financial aid office staff at a postsecondary school will have access to the information contained within my personal profile, including the ability to change information based on direction that I provide (e.g., submitting a paper application with updated information). Terms and Conditions I agree that: • I am responsible for updating my personal profile information (e.g., address change) or by requesting the change in writing to either the ministry or one of its authorized agents. • I may be asked to provide documentation to the ministry or one of its authorized agents to support specific changes to information contained within my personal profile (e.g., name change). I have read and give my consent to the indirect collection and disclosure of my personal information and also understand and agree to the terms and conditions outlined above. Signature of Applicant Date Day Month Year Page 3
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Basic Personal Information The information you provide will be verified against information contained in the Social Insurance Register to confirm the accuracy of your identification. If there is a problem with the verification of the information you provide, you will be contacted in writing by the ministry. 115 First name: 110 Last name: 155 Date of birth: — See Required Documentation section. Day Month Year 160 Gender: Male Female Identifiers Your Social Insurance Number (SIN) is your unique identifier. You require a valid SIN in order to apply for any of the OSAP aid programs. If you do not currently have a valid SIN, contact any Service Canada Centre office for information on how to obtain one. 100 Social Insurance Number (SIN): 107 Ontario Education Number (OEN): OEN: OEN is a student identification number that is assigned by the Ontario Ministry of Education to elementary and secondary students across the province. Contact Information In which language do you want your information? English French Permanent Canadian Address A permanent Canadian address is mandatory. If you don't have one, enter the address of a friend or relative living in Canada. Your mail will be sent to this address unless you provide a different address in the “Mailing Address” section. 034 Street name and number, rural route, or post office box: 035 Apartment: 036 City, town, or post office: 037 Province: 038 Postal code (e.g., POT2EO): 039 Area code and telephone number (e.g., 8075551512): Mailing Address If you want to, you can give us a mailing address to use instead of your permanent Canadian address. Is your mailing address the same as your permanent Canadian address? Yes No — provide your mailing address below. Page 4
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: 120 Street name and number, rural route, or post office box: 125 Apartment: 127 Street name and number, rural route, or post office box: 135 Province or state: 130 City, town, or post office: 140 Postal code or zip code: 137 Country: 145 Area code and telephone number (e.g., 8075551512): Release of Information to Others Any access you previously provided will no longer be in effect; therefore, it is important that you provide an update on who you want to have access to your information. Do you want someone else to have access to your information (e.g., call on your behalf)? Yes — provide details below and sign declaration in item 720. No Individual 1 700 Last name: 705 First name: 706 Date of birth: Individual 2 710 Last name: 715 First name: 716 Date of birth: If you have additional people you would like to give access to, provide the first and last name and date of birth of each person on a separate sheet and attach to this application. I authorize the ministry or one of its authorized users (e.g., financial aid office staff at a postsecondary school) to release to the person(s) named in this section any information provided for the purposes of administering the Ontario Student Assistance Program (OSAP), including information related to any funding I may apply for or have already applied for. This consent is valid for a five year period starting from when I submit this consent. I understand that I can either amend or revoke my consent for the person(s) named here or extend this consent for an additional five year period. 720 Signature of Applicant Date Day Month Year Page 5
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Additional Information 165 Do you want to self-identify as a student with a disability? A permanent disability is a functional limitation that is: • caused by a physical or mental impairment that restricts Yes — complete item 165 b) your ability to perform the daily activities necessary to No participate in studies at a postsecondary level or in the 165 b) Is your disability permanent? labour force, and • expected to remain with you for your expected life. Yes — See Required Documentation section No 170 What is your current citizenship status? Current citizenship: Canadian Citizen • A Canadian citizen is a person who is Canadian by birth or who has applied for Canadian citizenship through Permanent Resident — See Required Documentation section Citizenship and Immigration Canada and has received a citizenship certificate. You are probably a Canadian Protected Person — See Required Documentation section citizen if you were born in Canada. You may also be a Canadian citizen if you were born outside Canada to a Other Canadian parent. • A permanent resident in Canada is someone who is not a Canadian citizen but has the right to enter or remain in Canada. A permanent resident must live in Canada for two years of every five years or risk losing his or her permanent resident status. • A Protected Person is an individual who holds a valid Verification of Status document issued by Citizenship and Immigration Canada, or a Protected Persons Status Document issued prior to January 1, 2013. Protected Persons can include convention refugees, humanitarian- protected persons abroad, and persons in need of protection. A person in need of protection is a person in Canada whose removal to their country of nationality or former habitual residence will make them subject to the possibility of torture, risk of life, or risk of cruel and unusual treatment or punishment. A Protected Person is defined in subsection 95(2) of the Immigration and Refugee Protection Act (Canada). 175 When did you or will you last attend Full-time: high school on a full-time basis? You are considered to be attending full time if you were/are taking 60% or more of a regular high school program. If you left high school at any time and were out of high Month Year school for at least one full year, the date you last attended high school on a full-time basis is the date when you first left high school. 195 Do you want to self‐identify as a Francophone Student: Francophone student? You are considered a Francophone student if: Yes — complete item 196 on page 8 • your mother tongue is French, or No • you studied in French at the elementary or secondary level; or you are/were enrolled in a postsecondary program offered at least partially in French. Page 6
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: 450 Were you ever in the care of a Children’s Aid Society? Yes — complete item 451 Care of a Children’s Aid Society: No A child who is in the care of a Children’s Aid Society has been removed from a home where they faced either a risk of harm or 451 One of the following statements applies to me: experienced harm. Children who are taken • I’m currently a Crown ward. into care may be placed with other family • I’m currently receiving an allowance or other transitional support from members, family friends, foster homes or an Ontario Children’s Aid Society. group homes, or may be adopted. Children's • I was eligible to receive an allowance or other transitional support from Aid Societies in Ontario, as well as similar an Ontario Children’s Aid Society when I was 18 to 21 years of age. agencies or government departments in other provinces/territories (e.g., child Yes — See Required Documentation section. protection services, child and family services) No — complete item 452 have legal authority to protect children from abuse and neglect. 452 Were you ever a Crown Ward? Crown Ward: Yes — See Required Documentation section. A Crown ward is a child who has been made a ward of No the Crown pursuant to a court order made under the Child and Family Services Act, R.S.O. 1990, c. C.11. 453 Do you want to self-identify as an Aboriginal person? Yes — complete item 454 Aboriginal person: No An Aboriginal person is considered a person related to, or descended from, the Original peoples of Canada. 454 Select the description(s) that you self-identify with: First Nation (Status/Non-Status Indian) Métis Inuk (Inuit) I use an alternative term to describe my Aboriginal ancestry and/or identity (e.g., Anishinaabe, Treaty #3). Specify: Page 7
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: PART 2: Application Form OFFICE USE ONLY 090 Date received at FAO: 095 Institution Code: Day Month Year Section A: Personal Information 105 Student number at your school: 166 Are you a deaf, deafened, or hard-of-hearing student planning to attend a postsecondary school outside Canada where the primary language of instruction for your program of study is Quebec or American Sign Language (ASL)? Yes No 180 Have you ever taken full-time postsecondary studies? Yes — complete item 185. Full-time postsecondary studies: No Full-time postsecondary studies are defined as at least 60% of a full course load (or 40% or more if you are a student with a 185 When did you last take full-time studies? permanent disability). Month Year 190 Have you ever had a student loan from Canada or Ontario? Yes No 610 Have you ever filed for bankruptcy or initiated a related event ? Yes — complete items 611 and 612. See Required Documentation section No Bankruptcy or related event: If you initiated a bankruptcy or a related event, this means you 611 Are you an undischarged bankrupt? have filed for bankruptcy under the Bankruptcy and Insolvency Act Yes (Canada) (BIA), made a consumer proposal under the BIA that is No approved or deemed to be approved by a court under that Act, obtained a consolidation order under the BIA or filed a document seeking relief for the orderly payment of debts. 612 What is the date you filed for bankruptcy or initiated a related event? Undischarged Bankrupt: You are an undischarged bankrupt if you filed for bankruptcy and that process has not been completed, withdrawn, annulled, or you Day Month Year did not obtain an absolute order of discharge from the court. 615 Where will you be living during most of the 16-week period Living during 16-week period before study period starts: before your 2014-2015 study period starts? If you are a dependent student, you will be assessed as living with With parent(s) your parent(s) during the pre-study period. If you did not live with your parent(s) during the pre-study period, please contact your Other financial aid office to request a review. If you indicated “Yes” to item 195 on page 6 complete item 196. 196 Are you taking at least 60% of a full course load in French (40% if you are a student with a permanent disability)? Yes No Page 8
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Section B: Current Status Information Check the FIRST statement that describes your current situation. Check only one box. Read and follow carefully the instructions that pertain to that statement. I am married. See Required Documentation section. Common-law: 200 You are in a common-law relationship if Go to Section C, Part 1. Your spouse must also fill out Section J and M. you and your spouse: • have cohabited continuously for a 210 I am in a common-law relationship. See Required Documentation section. period of at least three years, or Go to Section C, Part 1. Your spouse must also fill out Section J and M. • are in a relationship of some permanence and are the natural or 220 I am a sole-support parent. Complete item 221, then go to Section C, Part 2. adoptive parents of a child. 221 What is your marital status? See Required Documentation section. Sole-support parent: Separated You are a sole-support parent if: • you have any dependent children living Divorced with you on a full-time basis during your Widowed study period, and Never Married • you are single, separated, divorced or widowed. 240 I have been out of high school for at least 4 years as of the start of my 2014-2015 study period. Go to Section C, Part 2. 250 Both of the following statements are true: • I have NOT been a full-time high school student at a high school for at least 12 months in a row on 2 or more occasions. • I have NOT been a full-time postsecondary student for at least 12 months in a row on 2 or more occasions. Go to Section C, Part 2. 230 I am separated, divorced, or widowed, AND I have Dependent children: NO dependent children living with me. A dependent child is: Complete item 231 and then go to Section C, Part 2. • under 16 years of age and living with you (and your spouse, if 231 What is your marital status? applicable) for 50% or more of your study period; or • 16 years of age or older; and See Required Documentation section. • is enrolled in high school and taking at least 60% of a full course Separated load and living with you (and your spouse, if applicable) for 50% or more of your study period; or Divorced • is a full-time postsecondary student and has been out of high Widowed school less than four years; or • has a permanent disability and is wholly dependent on you (and 265 BOTH of my parents are deceased. your spouse, if applicable). See Required Documentation section. Parent: Go to Section C, Part 2. Parent refers to your birth or adoptive parent(s), step- parent, legal guardian(s), or official sponsor(s). 270 None of the above statements applies to me. Go to Section C, Part 3. Your parent(s) must also fill out Sections I and L. If you indicated “Yes”, in item 451 on page 5 then go to Section C, Part 2. In this case your parent(s) information is not required. Page 9
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Section C: Residency Information Based on the item you checked in Section B, check the FIRST statement that BEST describes your current residency situation. Part 1 - If you checked item 200 or 210 in Section B, check the ONE statement that best describes your current residency situation: 300 I have always resided in Ontario. Spouse: 305 Ontario is the last province in which I resided for 12 months in a row Spouse is the person to whom you are married or without being a full-time postsecondary student. the person with whom you are living in a common- law relationship. 310 My spouse has always resided in Ontario. 315 Ontario is the last province in which my spouse resided for 12 months in a row without being a full-time postsecondary student. 325 I reside in Ontario AND my spouse and I have resided in Canada for less than 12 months in a row. See Required Documentation section if you have resided in Ontario for less than 12 consecutive months. 330 I reside in Ontario AND none of the previous statements apply to me. See Required Documentation section. You are not a resident of Ontario for OSAP purposes; however, if you were denied financial assistance from the province or territory in which you most recently resided, your situation may be reviewed to determine if you are eligible for OSAP. Part 2 - If you checked item 220, 230, 240, 250, 260, or 265 in Section B, check the ONE statement that best describes your current residency situation: 300 I have always resided in Ontario. 305 Ontario is the last province in which I resided for 12 months in a row without being a full-time postsecondary student. I reside in Ontario AND I have resided in Canada for less than 12 months in a row. 325 See Required Documentation section 330 I reside in Ontario AND none of the previous statements apply to me. See Required Documentation section. You are not a resident of Ontario for OSAP purposes; however, if you were denied financial assistance from the province or territory in which you most recently resided, your situation may be reviewed to determine if you are eligible for OSAP. Part 3 - If you checked item 270 in Section B, check the ONE statement that best describes your current residency situation: 300 I have always resided in Ontario. 305 Ontario is the last province in which I resided for 12 months in a row without being a full-time postsecondary student. 320 Ontario is the last province in which my parent(s) have resided for at least 12 months in a row. 325 I reside in Ontario AND my parent(s) and I have resided in Canada for less than 12 months in a row. See Required Documentation section if you have resided in Ontario for less than 12 consecutive months. 330 I reside in Ontario AND none of the previous statements apply to me. See Required Documentation section. You are not a resident of Ontario for OSAP purposes. However, if you are denied student financial assistance from the province or territory in which you most recently resided, on the basis of residency, the ministry may review your situation to determine if you are eligible for OSAP. Page 10
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Section D: Information on Your School and Program 500 What is the name of the school you plan to attend (e.g., York University)? 505 Which campus of the above school will you be attending, if applicable (e.g., Glendon College)? 510 In which city or town is the above school located? If the school is located outside Canada, please also specify the country. See Required Documentation section if you are planning to go to a school outside Ontario 511 What is the address of the school you plan to attend? Street number and name, rural route, or post office box: City, town, or post office: Country: Province/State Postal code/Zip code: 515 What is the name of your program (e.g., Business Accounting, Chemical Engineering)? 520 What are the start and end dates of your 2014-2015 study period? From To Month Year Month Year 525 What is your level of study? Diploma Certificate Bachelor’s degree Master’s degree Doctoral degree Other 530 Which year of your program will you be entering (e.g., year 1, year 2)? 535 What is the total number of years in your program (e.g., 3 years, 4 years)? Page 11
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: 540 Are you taking a cooperative (co-op) education program? Yes No 545 What percentage of a full course load will you be taking? Course load: Your course load refers to the number of courses or credits you are taking. Your school determines the number of courses or credits that make up a 100% course load. Contact your financial aid office if you 550 Are you taking your program of study through need help determining your course load percentage. correspondence or distance education? Yes No Complete items 555 and 560 only if you checked item 270 in Section B: 555 Will you be living with your parent(s) during your Where you are living during your study period: 2014-2015 study period? If you’re a dependent student studying less than 30 kilometres from your parents’ home, the ministry assumes you will be living with your Yes parent(s) during the study period unless you request a review through No your financial aid office and demonstrate that you are living away from home. Until your documentation is received, you will be assessed as 560 What is the cost of one return trip, by the most living with your parent(s). If there are exceptional circumstances which economical means available, from your school prevent you from living with your parents during your study period, to your permanent Canadian address? contact your financial aid office. Section E: Asset and Vehicle Information Provide the value of all of your and your spouse's assets, world-wide as of the 16 weeks before the start of your 2014-2015 study period. This date is known as your asset valuation date. It is VERY important that you review the instructions for reporting your assets. Enter amounts in dollars only. Do not indicate cents or use commas or periods. 655 Do you have a valid, expired, cancelled or suspended Ontario driver’s licence? Yes — complete item 656. No 656 What is your Ontario driver’s licence number? 638 Do you (and your spouse, if applicable) Vehicles: own or lease vehicles? Vehicles include owned or leased automobiles, motorcycles and any Yes — complete items 639 to 693. recreational equipment that must be registered with the Ministry of No Transportation to legally drive on a road (e.g., RVs, motor homes). If you own a vehicle that has been modified to accommodate a 639 How many vehicles do you (and your spouse, if applicable) disability (e.g., electronic ramp), contact your financial aid office to discuss a review. currently own or lease? Page 12
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Vehicle Details For the vehicles listed in item 639, enter the make and model, licence plate number, year, and current gross market value. If you are providing details for more than four vehicles, provide the information in a separate letter and attach it to this application. First Vehicle 640 Make and model 641 Licence plate number 642 Year 643 Gross market value Second Vehicle 650 Make and model 651 Licence plate number 652 Year 653 Gross market value Third Vehicle 680 Make and model 681 Licence plate number 682 Year 683 Gross market value Fourth Vehicle 690 Make and model 691 Licence plate number 692 Year 693 Gross market value Page 13
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: RRSPs and Other Assets RRSP: 660 What is the total net value of your An RRSP is a retirement savings plan that you establish, and is registered by the (and your spouse, if applicable) Government of Canada, to which you, your spouse or common-law partner Registered Retirement Savings Plans (RRSPs)? contribute. Deductible RRSP contributions can be used to reduce an individual’s tax. Any income you earn in the RRSP is usually exempt from tax as long as the funds remain in the plan; you generally have to pay tax when you receive payments from the plan. Net Value of RRSP: The total net value of RRSPs is the current market value (principal and interest) of all RRSP accounts, including the value of any Lifelong Learning Plan 670 What is the total net value of your withdrawals you have made or plan to make for your study period less: a) any (and your spouse, if applicable) other assets? taxable withdrawals (i.e., withdrawals that are considered income by CRA); and/or b) funds (principal and interest) inaccessible under the Canada Pension Act; and/or c) the balance owing (at asset valuation date) of any loans taken out specifically to purchase an RRSP; and/or d) any financial penalties assigned by the financial institution and/or d) income tax withheld by a financial institution. Other Assets: Report the total value of all other financial assets including: tax-free savings accounts, Bonds, stocks, term deposits, GICs , and mutual funds. Do not report assets or savings that are from the following sources: • money your parents or spouse transferred to you as their financial contribution to your studies • Registered Education Savings Plans (RESPs) and trust funds • Registered Disability Saving Plans (RDSPs) • Registered Retirement Savings Plans (RRSPs) and other retirement accounts • the value of your principal residence and any other owned real estate • clothing, furniture or personal belongings • non-economic loss and/or pain and suffering awards • savings through the Ontario Child Benefit Equivalent program Section F: Financial Income Include income from these sources: Employment income; government funding or income support provided directly to you; awards, scholarships, fellowships, bursaries and grants; self-employment or rental income from residential or commercial properties (report gross income minus operating expenses); income from all sources world-wide (e.g., foreign income); child-support and court-ordered spousal support alimony payments; monetary gifts provided by someone other than your parent(s) or spouse; payments and/or interest/dividends earned from investments and in-trust accounts; payments received from RRSPs and other retirement accounts; income received as a result of a joint election to split pension income; lottery winnings; the amount of non-economic loss and/or pain and suffering awards in excess of $100,000. Do NOT include income from these sources: HST/GST Rebates; Child Tax Benefit; Continued Care and Support for Youth payments (formerly Extended Care and Maintenance payments); Universal Child Care Benefit; Ontario Child Benefit; Ontario Children Benefit Equivalent Savings Program; Rental Opportunity for Ontario Families (ROOF) Program; Registered Disability Savings Plan (RDSP); Youth Employment Fund; Entrepreneurial grants to start a business; Any loans or grants received through OSAP including 30% Off Ontario Tuition, Queen Elizabeth II Aiming for the Top Scholarships, and Ontario Student Opportunity Grants; Any award, bursary, and/or needs-based scholarship received from a public Ontario college or university if the college/university informs you in writing that they will report the award to OSAP directly. Enter amounts in dollars only. Do not enter cents or use periods or commas. If the amount is not applicable or negative, enter (0). 665 The ministry may use a portion of your OSAP funding to pay, on your behalf, your tuition and compulsory fees directly to your school. If you don’t want the fees to be paid on your behalf, indicate so here. Page 14
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Don’t pay fees on my behalf Pay fees on your behalf: Having the ministry pay a portion of your OSAP funding directly to your school is a simple way to ensure your tuition and fees are paid in a timely manner. Fees may include OSAP-approved tuition and compulsory fees, any emergency loan(s) made to you by your school, any deferred fees or residence fees owed where you have signed a contract with the school, and/or any other fees which you have authorized your school to pay on your behalf. Authorizing the redirection of OSAP funding may also provide you the opportunity to defer/postpone your fee payment until your OSAP funding is released. Please check with your school regarding their specific deferral and late fee policies. You may change your authorization to redirect funding for subsequent disbursements by submitting a request in writing to your financial aid office. Income Received During 2013 635 Enter your total gross income from January 1, 2013 to December 31, 2013 as indicated on line 150 of your 2013 Canadian income tax return. If you have not filed a 2013 Canadian income tax return, enter an estimate of the amount you expect to report. If you checked item 200, 210, 220 or 230 in Section B and if you entered data in line 117 and/or 210 of your 2013 Canadian Income Tax Return, then subtract the amount entered in line 117 and/or 210 from the amount entered in line 150. Enter the revised amount in item 635. Income Received During 2014 636 Enter an estimate of the total gross income from all sources that you expect to receive from January 1, 2014 to December 31, 2014 Pre-study period: 637 Enter an estimate of the total gross income from all sources that The time before the start of your study period is called your you expect to receive from January 1, 2014 to the start date of “pre-study period”. your pre-study period. • If you were a full-time high school or postsecondary student in 2013-2014, your pre-study period is the time between the end of your last period of study and the start of your 2014-2015 study period. • If there are more than 16 weeks between these two periods, your pre-study period is the 16 weeks immediately before the Income Received During Your Pre-Study Period start of your 2014-2015 study period. 600 Enter an estimate of the total gross income from all sources • If you were not a full-time high school or postsecondary that you expect to receive during your pre-study period student last year, your pre-study period is the 16 weeks Do not include income received from Ontario Disability Support immediately before the start of your 2014-2015 period of Program, Ontario Works or Second Career. Second Career income study. is to be reported as part of government funding in the next section. To determine the date on which your pre-study period starts, subtract the number of weeks in your pre-study period from the start of your 2014-2015 study period (see item 520 in Section D). 601 Enter an estimate of the amount you expect to receive from Ontario Disability Support Program or Ontario Works in your pre- study period. 605 If you entered an amount in Item 601, indicate the type of Ontario social assistance you will be receiving during your pre-study period. Ontario Disability Support Program Ontario Works Page 15
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Income Received During Your 2014-2015 Study Period 630 Indicate the type and amount of government income you expect to receive: If you are a dependent adult participant in an Ontario Disability Support Program or Ontario Works Program, do not include the income support that your parents expect to receive for you. Employment Insurance Loss of Earnings Benefits (WSIB) Ontario Disability Support Program Ontario Works Postsecondary Student Support Program Canada Pension Plan (Orphans' Benefits, Survivors' Benefits, Disabled Contributors' Child's Benefits) Second Career See Required Documentation section Other Specify source: . 626 Scholarships, bursaries, and /or awards you expect to receive during your study period: Do not include an award, bursary, and/or a needs-based scholarship received from a public Ontario college or university if that postsecondary school informs you in writing that they will report the award to OSAP directly. If you have not received notification in writing from your postsecondary school, then you must report this income. RESP: A Registered Education Savings Plan (RESP) is a savings account that is registered by the Government of Canada and allows money deposited for 661 Educational Assistance Payments from a Registered postsecondary education to grow tax-free until the person named as Education Savings Plan (RESP) and payments and/or beneficiary enrols in postsecondary studies after high school. Withdrawals Interest and dividends earned on trust funds or from RESPs may be Educational Assistance Payments (EAP) and Refunds of Other education savings plans you expect to receive Contribution (ROC). A student can receive funding from an RESP through the during your study period: EAP (amount cashed in or withdrawn for the student) and the ROC (amount withdrawn by RESP contributor such as a parent), which can be forwarded to the student. For the purpose of this section, enter only the EAP amount you have received or will receive for this study period even if you receive it before the start of the study period. Scholarship Trust Fund: A Scholarship Trust Fund (also referred to as a Group RESP) is an investment product that pools RESP contributions from subscribers in order to maximize the return on investments. Page 16
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: 620 Employment income and income from all other sources, world-wide, you expect to receive during your study period: Exclude income already reported for your study period. Section G: Children Information Complete this section if you indicated you are sole-support parent, are married or in a common-law relationship AND you have any dependent children living full-time with you (and your spouse, if applicable) during your study period. How many dependent children (e.g., 1, 2, 3) in each age group will be living full-time with you (and your spouse, if applicable) during your 2014-2015 study period? 400 0–11 years of age: Dependent children: A dependent child is: • under 16 years of age and living with you (and your spouse, if 410 12 years of age or older who do not have a disability: applicable) for 50% or more of your study period; or • 16 years of age or older; and • is enrolled in high school and taking at least 60% of a full course 411 12 years of age or older who have a disability: load and living with you (and your spouse, if applicable) for 50% or more of your study period; or • is a full-time postsecondary student and has been out of high school less than four years; or See Required Documentation section • has a permanent disability and is wholly dependent on you (and 405 For the children in items 400 and 411, what is the TOTAL your spouse, if applicable). amount that you expect to pay for child care during your 2014-2015 study period? Children Details For each of your dependent children 0–11 years of age and for each of your dependent children 12 years of age or older who has a disability, enter the child’s first name, last name, date of birth and the amount you expect to pay for child care. See Required Documentation section Provide details for children who are 0-11 years of age. If you have a child who has a disability and is over 12 years of age include details for that child too. Child 1 730 First name: 731 Last name: 732 Date of birth: Day Month Year 733 For this child, indicate the amount that you expect to pay for child care during your 2014-2015 study period: Page 17
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Child 2 735 First name: 736 Last name: 737 Date of birth: Day Month Year 738 For this child, indicate the amount that you expect to pay for child care during your 2014-2015 study period: Child 3 740 First name: 741 Last name: 742 Date of birth: Day Month Year 743 For this child, indicate the amount that you expect to pay for child care during your 2014-2015 study period: Child 4 745 First name: 746 Last name: 747 Date of birth: Day Month Year 748 For this child, indicate the amount that you expect to pay for child care during your 2014-2015 study period: Page 18
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Child 5 750 First name: 751 Last name: 752 Date of birth: Day Month Year 753 For this child, indicate the amount that you expect to pay for child care during your 2014-2015 study period: Child 6 755 First name: 756 Last name: 757 Date of birth: Day Month Year 758 For this child, indicate the amount that you expect to pay for child care during your 2014-2015 study period: Child 7 760 First name: 761 Last name: 762 Date of birth: Day Month Year 763 For this child, indicate the amount that you expect to pay for child care during your 2014-2015 study period: If you have more than seven children, provide the information requested in a separate letter and attach it to this application. Page 19
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Section H: Parent Information Required for Grant Consideration If you checked items 200, 210, 220, 230, 240 or 250 in Section B, you may be eligible for a 30% Off Ontario Tuition Grant and/or Ontario Access Grant. Parent refers to your birth or adoptive parent(s), step-parent, legal guardian(s), or official sponsor(s). 010 You may be eligible for a 30% Off Ontario Tuition Grant and/or Ontario Access Grant but we need information from your parent(s). Do you want to provide that information? Yes No 011 Are both your parents deceased? Yes — you will be automatically considered for the Ontario Access Grant and/or 30% Off Ontario Tuition. No parental information is required on this application. See Required Documentation section No — complete item 028. Parent Status 028 My parents are married to each other or are in a common-law relationship with each other: Yes — both parents must complete Parent 1 and Parent 2 Details in Section I and L. No — complete item 029. 029 The parent I currently live with has remarried or is in a common-law relationship. If you moved to go to school, base your response on the parent you lived with before moving away. Yes — the parent you currently live with (or lived with before moving) and his or her spouse or common-law partner must complete Parent 1 and Parent 2 Details in Section I and L. No — the parent you currently live with (or lived with before moving) must complete Parent 1 Details in Section I and L. Also complete item 030. 030 What is the marital status of your parent? Divorced Separated Widowed Single Section I: Parent Information If you checked item 270 in Section C, your parent(s) must complete this section. This section may also be completed depending upon your answers in Section H: Information Required for Grant Consideration. Parent refers to your birth or adoptive parent(s), step- parent, legal guardian(s), or official sponsor(s). Parent’s Marital Status Common-law relationship: Your parents are living in a common-law relationship if Are your parents married to each other or are in a they: common-law relationship with each other? • have cohabited continuously for a period of at least three years, or Yes - both parents must complete this section and sign Section L. • are in a relationship of some permanence and are No - complete item 800. raising any children of whom they are both the natural or adoptive parents. 800 The parent that I currently live with is: If you moved to go to school, base your response on the parent you lived with before moving away. Married, remarried or in a common-law relationship – both parents must complete this section and sign Section L. Divorced Separated Widowed Provide details for the parent you live with in Parent 1 section below and sign Section L. Single Page 20
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Parent’s Children 805 How many dependent children, including the student, do the A dependent child is: parent(s) who are completing this section have (e.g., 1, 2, 3)? • under 16 years of age and living with the parent and his or her spouse, if applicable, for 50% or more of the applicant's study period; or • 16 years of age or older; and 815 How many of the dependent children, including the student, • is enrolled in high school and taking at least 60% of a full are taking postsecondary studies (e.g., 1, 2, 3)? course load and living with the parent (and his or her spouse, if applicable) for 50% or more of the applicant's study period; or • is a full-time postsecondary student and has been out of high school less than four years; or • has a permanent disability and is wholly dependent on the Parent 1 Details parent (and his or her spouse, if applicable). 830 Does Parent 1 have a Social Insurance Number? Yes — complete item 820. No 820 Parent 1 Social Insurance Number: 834 Parent 1 date of birth: Day Month Year 833 Parent 1 postal code: 821 Is Parent 1’s home within 30 km of the postsecondary school the student plans to attend in the 2014-2015 academic year? Yes No 823 Is Parent 1 self-employed? Yes No Income Reported on 2013 Canadian Income Tax Return Enter amounts from your parent's 2013 Canadian Income Tax Return. If it has not been filed for 2013, estimate the amounts. Do not include money received through Universal Child Care. Enter amounts in dollars only. Do not indicate cents or use commas or periods. If the amount is zero or negative, enter zero (0). 840 Parent 1’s total income from line 150: If parent entered data on line 210 of his or her 2013 Canadian Income Tax Return, subtract the amount entered in line 210 from the amount in line 150. Enter the revised amount in this item. 841 Parent 1’s net income from line 236: 860 Does Parent 1 receive assistance from Ontario Disability Support Program or Ontario Works? Ontario Disability Support Program Ontario Works Page 21
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: 870 Parent 1’s Canada Pension Plan contribution from lines 308 and 310: 880 Parent 1’s Employment Insurance premiums from line 312: 890 Parent 1’s total tax payable from line 435: If parent entered data on line 421 and/or 422 on his or her 2013 Canadian Income Tax Return, subtract the amount(s) from line 435. Enter the revised amount in this item. Other Income If your parent has other income not reported on his or her 2013 Canadian Income Tax Return enter the TOTAL value of this taxable and non-taxable 2013 income from all sources world-wide. Enter amounts in dollars only. Do not indicate cents or use commas or periods. If the amount is zero or negative, enter zero (0). 850 Parent 1’s all taxable and non-taxable 2013 income: See Required Documentation section No Parental Information Parental information is required unless you are estranged from your parent(s) due to documented mental, physical, sexual, and/or emotional abuse or drug or alcohol addiction. I cannot provide the information for Parent 1 - See Required Documentation section Parent 2 Details 835 Does Parent 2 have a Social Insurance Number? Yes - complete item 825. No 825 Parent 2 Social Insurance Number: 839 Parent 2 date of birth: Day Month Year 838 Parent 2 postal code: 822 Is Parent 2’s home within 30 km of the postsecondary school the student plans to attend in the 2014-2015 academic year? Yes No 824 Is Parent 2 self-employed? Yes No Page 22
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Income Reported on 2013 Canadian Income Tax Return Enter amounts from your parent's 2013 Canadian Income Tax Return. If it has not been filed for 2013, estimate the amounts. Do not include money received through Universal Child Care. Enter amounts in dollars only. Do not indicate cents or use commas or periods. If the amount is zero or negative, enter zero (0). 845 Parent 2’s total income from line 150: If parent entered data on line 210 of his or her 2013 Canadian Income Tax Return, subtract the amount entered in line 210 from the amount in line 150. Enter the revised amount in this item. 846 Parent 2’s net income from line 236: 860 Does Parent 2 receive assistance from Ontario Disability Support Program or Ontario Works? Ontario Disability Support Program Ontario Works 875 Parent 2’s Canada Pension Plan contribution from lines 308 and 310: 885 Parent 2’s Employment Insurance premiums from line 312: 895 Parent 2’s total tax payable from line 435: If parent entered data on line 421 and/or 422 on his or her 2013 Canadian Income Tax Return, subtract the amount(s) from line 435. Enter the revised amount in this item. Other Income If your parent has other income not reported on his or her 2013 Canadian Income Tax Return enter the TOTAL value of this taxable and non-taxable 2013 income from all sources world-wide. Enter amounts in dollars only. Do not indicate cents or use commas or periods. If the amount is zero or negative, enter zero (0). 855 Parent 2’s all taxable and non-taxable 2013 income: See Required Documentation section No Parental Information Parental information is required unless you are estranged from your parent(s) due to documented mental, physical, sexual, and/or emotional abuse or drug or alcohol addiction. I cannot provide the information for Parent 2 - See Required Documentation section Page 23
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Section J: Spouse Information This section must be completed by your spouse if you indicated you were married or in a common-law relationship in Section B: Current Status Information. 900 Spouse’s last name: Spouse: Your spouse is the person to whom you are married or the person with whom you are living with in a common-law relationship. 905 Spouse’s first name: 902 Spouse’s postal code: 903 Spouse’s date of birth: Day Month Year 915 Does spouse have a Social Insurance Number (SIN)? Yes — complete item 910. No 910 What is spouse’s Social Insurance Number? 215 What is the date of your marriage, or if you are in a common-law relationship, when did you begin living together in a conjugal relationship? Day Month Year 916 Does your spouse have a valid, expired, cancelled or suspended Ontario driver's licence? Yes — complete item 917. No 917 What is spouse’s Ontario driver’s licence number? 925 What will spouse’s status be at the beginning of applicant’s 2014-2015 study period? Taking full-time postsecondary studies — complete items 935 and 940. Employed Full-Time postsecondary studies: Other (Specify) You’re in full-time postsecondary studies if you’re taking 60% or more of a full course load (or 40% or more if you’re a student with a permanent disability). 935 Is your spouse's program 12 weeks or more in length? Yes No 940 What is the name of the postsecondary school your spouse will be attending? Page 24
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: 945 When did spouse last attend high school on a full-time basis? Last attended high school full time: A full-time high school student is a student taking 60% or more of a regular high school program. If you left high school at any Month Year time and were out of high school for at least one full year, the date you last attended high school on a full-time basis is the date when you first left high school. Spouse’s Total Income Enter amounts from your spouse's 2013 Canadian Income Tax Return. If it has not been filed for 2013, estimate the amounts. Do not include money received through Child Tax Benefit, Universal Child Care Benefit, Ontario Child Benefit, Ontario Child Benefit Equivalent Program, the Rental Opportunity for Ontario Families (ROOF) Program, Continued Care and Support for Youth payments (formerly Extended Care and Maintenance payments) or the Assistance for Children with Severe Disabilities. Enter dollars only; do not enter cents or use periods or commas. If the amount is not applicable or negative, enter zero (0). 950 Spouse’s total income as indicated on line 150: If your spouse entered data on line 210 of his or her 2013 Canadian Income Tax Return, subtract the amount entered in line 210 from the amount in line 150. Enter the revised amount in this item. 955 Does spouse receive assistance from Ontario Disability Support Program or Ontario Works? Ontario Disability Support Program Ontario Works Other 2013 Income If the spouse did not file a 2013 Canadian Income Tax Return and/or other income not indicated on his or her return, enter the total value of all other taxable and non-taxable 2013 income from all sources, world-wide. Enter dollars only; do not enter cents or use periods or commas. If the amount is not applicable or negative, enter zero (0). 951 Total value of other taxable and non-taxable 2013 income from all sources world wide: See Required Documentation section Non-refundable Tax Credits and Tax Payable 952 Spouse’s Canada Pension Plan contribution as indicated on lines 308 and 310: 953 Spouse’s Employment Insurance premiums as indicated on lines 312: 954 Spouse’s total tax payable as indicated on line 435: If spouse entered data on line 421 and/or 422 on his or her 2013 Canadian Income Tax Return, subtract the amount(s) from line 435. Enter the revised amount in this item. Page 25
2014-2015 OSAP Application for Full-Time Students Social Insurance Number: Section L: Consents, Declarations and Signature of Parents(s) Collection and Use of Personal Information Your personal information, including your Social Insurance Number (SIN), provided in connection with the applicant’s application and award of financial assistance, including previous applications and awards of financial assistance, will be used by the Ministry of Training, Colleges and Universities (ministry) to administer and finance the Ontario Student Assistance Program (OSAP) and the Ontario Tuition Grant (OTG) and by Employment and Social Development Canada (ESDC) to administer and finance the Canada Student Loans Program (CSLP). The ministry and ESDC may use other parties for any of these activities. Under agreement with ESDC, the National Student Loans Service Centre (NSLSC) uses your personal information to administer OSAP and CSLP. Under agreement with the ministry, the applicant’s postsecondary school and, where authorized by the ministry, its agents who administer OSAP and its auditors, use your personal information to administer OSAP and CSLP. Administration includes: determining eligibility for financial assistance; verifying this application, including verifying financial assistance provided under any other ministry program; paying the applicant’s financial assistance; verifying the applicant’s financial assistance and any relief granted from any payment the applicant is required to make; considering any applications for review or appeals of determinations relating to financial assistance or eligibility for relief from any payment; auditing the applicant’s file; assessing and collecting loans, overpayments, and repayments; enforcing the legislation set out below and the applicant’s agreements with the ministry, the Ontario Student Loan Trust and ESDC; and monitoring and auditing the NSLSC and the applicant’s postsecondary school or its authorized agents to ensure that they are administering the programs appropriately. In addition, administration by the ministry and ESDC includes public reporting on the administration and financing of student assistance programs and accessibility to postsecondary education; planning, delivering, evaluating and monitoring student assistance programs for quality and improvements in both content and delivery; conducting risk management, error management, audit and quality assessment activities; conducting inspections or investigations; and conducting policy analysis, evaluation, and research related to all aspects of student assistance programs and accessibility to postsecondary education, including developing key performance indicators about the applicant’s postsecondary school such as the aggregated Ontario Student Loan default rates of its students and establishing and monitoring the minimum amount of student aid your postsecondary school is required to provide under the Student Access Guarantee. You may be contacted to participate in surveys related to student assistance programs and accessibility to postsecondary education. Financing includes: planning, arranging, or providing funding of the programs. The ministry collects your personal information under the authority of the Ministry of Training, Colleges and Universities Act, R.S.O. 1990, c.M.19, as amended. O. Reg. 268/01 as amended, and O. Reg. 118/07 as amended; s.10.1 of the Financial Administration Act, R.S.O. 1990, c.F.12, as amended; the Canada Student Financial Assistance Act, S.C. 1994, c. 28, as amended and the Canada Student Financial Assistance Regulations, SOR 95-329, as amended and s. 266.3(4) of the Education Act. If you have any questions about the collection or use of this information, contact the Director, Student Financial Assistance Branch, Ministry of Training, Colleges and Universities, PO Box 4500, 189 Red River Road, 4th Floor, Thunder Bay, ON P7B 6G9; (807) 343-7260. Consent of Parents to the Indirect Collection and Disclosure of Personal Information (REQUIRED) • I understand that the information on this form, including my residency history provided by the applicant, is a necessary part of the calculation of any financial assistance to the applicant. The information I have given is complete and true, and I will notify the applicant’s financial aid office or the ministry in writing if there are any changes. I agree that the ministry may use my personal information for the administration and enforcement of an OSAP application that may be made by me, my spouse and/or any other dependent children. • I agree that until the applicant’s loans, overpayments, and repayments are assessed and repaid, the ministry can, without limitation, collect and exchange personal information about me that is relevant to the administration and financing of OSAP and CSLP with: the applicant; ESDC; Canada Revenue Agency (CRA); NSLSC; the applicant’s postsecondary school and its authorized auditors and financial administration agents; bodies identified on this application by name or bodies that administer programs identified on this application; persons or bodies, including government bodies within and outside Canada, that may have information about my sources of income or residency; other parties used by the ministry to administer and finance OSAP; ESDC’s contractors and auditors; and collection agencies operated or retained by the federal or provincial governments. • I have advised my dependants who are 16 years of age or older that I have provided limited personal information about them on this application. I have shown them this section and I have obtained their consent to the disclosure and use of their limited personal information for the administration and financing of OSAP. • I understand that the applicant can gain access to the personal information I provide in connection with this application. Other personal information relevant to a reassessment or appeal will be disclosed to the applicant and any person(s) authorized by the applicant to have access to all information in the applicant’s 2014-2015 OSAP file. • I understand that I can withdraw any consent I have given by writing to the Director, Student Financial Assistance Branch, Ministry of Training, Colleges and Universities, PO BOX 4500, 189 Red River Road, 4th Floor, Thunder Bay, ON P7B 6G9, at any Page 26
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