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Sample Application for Financial Aid

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					26 March 2004                                                                                S2004/022
                                                                                            1 of 4 pages



TO:                         Principals
                            Principals’ Nominees


ATTENTION:                  Principal’s Nominee
                            Teacher in Charge of Collection of Fees for
                            National Qualifications

Financial assistance - 2004

Financial assistance is available in 2004 to secondary school candidates entering
standards on the National Qualifications Framework and New Zealand
Scholarship. Please refer to circular S2003/115 for the 2004 fees schedule.

The purpose of financial assistance is to ensure that the level of fees should not
be a barrier to participation in qualifications for students in low to middle
income families.

To be eligible for financial assistance the applicant (normally the parent or
guardian of the candidate) must meet at least one of the following criteria:
    Be receiving a Work and Income or Study Link benefit. Applications under
     this category are referred to as benefit-based applications.
    Have a joint family gross income below the threshold for receipt of the
     Community Services Card. Applications under this category are referred
     to as income-based applications.
    Have more than one child in the family1 undertaking these qualifications in
     the same year, irrespective of income. Applications under this category are
     referred to as family-based applications.

Applicants cannot claim financial assistance for foreign fee-paying students.

1
  A family means caregiver(s) and children living together. A family of two could be one parent/caregiver
living with one child and a family of three could be one parent/caregiver with two children or a couple
with one child.
26 March 2004                                                              S2004/022
                                                                          2 of 4 pages


Fees for those eligible for financial assistance 2004

                            Eligible for beneficiary or        Not eligible for
                             income-based assistance        beneficiary or income
                                                           based assistance (family
                                                              based assistance)
 One child entering        $20.00                         Full fees
 qualifications

 Two or more children      A maximum of $30.00 per        $100.00 per child with a
 entering qualifications   family                         maximum of $200.00 per
                                                          family

Change to administration fee for 2004
In 2003 applicants approved under either the Benefit or Income categories paid
an administration fee of $35.00 per candidate for entry into NQF qualifications.
In 2004 this has been changed to $20.00 per candidate with a maximum of
$30.00 for a family.

There is no change to the $100 per child and $200 maximum fee for families
with more than one child entering qualifications who are not eligible for
beneficiary or income-based assistance.

Change of process for 2004
In 2003 assistance for families with more than one child, not otherwise eligible
for financial assistance, was introduced too late in the year for inclusion in
schools‟ software. The New Zealand Qualifications Authority provided a
website for schools to enter these family-based applications.

Since then NZQA has consulted with a range of schools and all school software
providers, and it has been agreed that while there is no clear „best practice‟ it is
most sensible for software providers to include functionality in the schools‟
own Student Management Systems (SMS) to allow schools to enter applications.

Most software providers are currently updating their products to allow for this
change and will be contacting you shortly to indicate when this functionality
will be available.

As a result of schools entering applications into their own SMS, where an
application covers candidates at different schools, it will be necessary for the
first school in the chain to send a copy of the application to the next school on
the application.
26 March 2004                                                            S2004/022
                                                                        3 of 4 pages


Example
The process for 2004 is explained in the following example of a more complex
application from a family with two students attending different schools:
    A parent of the students will complete a single application form covering
     their two children and send it to one of the schools they have listed on the
     form.
    This school will enter the application details onto their system including
     the number of candidates covered by the application (two) and a unique
     application ID. Your software provider will be able to advise you on how
     you will allocate this unique number.
    The school should ensure the application form displays the unique
     application ID; this may involve writing the number onto the form in the
     space provided.
    The first school should then ensure the second school obtains the
     application by either faxing them a copy or sending them a copy, possibly
     via the candidate, but must retain the original application form.
   The second school will add the application details to their system for their
    candidate using the same application ID; NZQA will use this number to
    associate the two candidates.


File based schools – staying on the 2003 format
If your software provider does not have the changes available to you in time for
you to submit financial assistance applications to NZQA you will need to enter
all of your applications via your school website.

NZQA will be providing this web page at the beginning of June and you will be
able to access it via the candidate details screen. You will need to contact your
School Relationship Manager to obtain access to this page.

If you implement the new version of your software after you have entered
applications via the website you will need to re-enter these applications into
your SMS otherwise they will be deleted by your next file submission.


File-based schools – implementing the 2004 format
Most schools will be in a position to implement the new functions currently
being developed by software providers in time to submit applications for
financial assistance.

The file created from the new version of your software (referred to as type E11)
has all of the necessary fields for submitting financial assistance applications;
there is nothing more for you to do.
26 March 2004                                                              S2004/022
                                                                          4 of 4 pages

Schools submitting web entries
NZQA is providing “web schools” with a separate website to enter their
candidates and entries. This site will also provide the functionality to add
applications for financial assistance. Full instructions will be issued to you.

Paper-based schools
If you are submitting entries to NZQA on the paper entry forms you will need
to send your applications for financial assistance to NZQA for processing.

NZQA reserves the right to ask applicants to provide evidence in support of
their application. However, there is no requirement for schools to sight this
evidence when processing the application. NZQA may ask schools to provide
copies of processed application forms from time to time.


Timeframes
NZQA has advised schools in the key dates circular that 31 August is the close
off for financial assistance. This date was chosen to provide several weeks to
resolve any outstanding issues with applications prior to payment being due
from schools at the end of term 3.

On this basis NZQA has indicated on the information sheet attached to the
application form that the final date for sending applications to schools is 31
July. You may want to set a different close off date for your candidates.


Application form
The application form and information sheet are provided with this circular and
will also be available on the NZQA website. If you are providing application
forms to candidates please attach the information sheet as well.


Enquiries
Circulars are available from the Qualifications Authority‟s website
(www.nzqa.govt.nz/publications/circulars).
Please refer any enquiries relating to the contents of this circular to your:



                School Relationship Manager
                Schools Liaison Monitoring and Reporting
                Secondary Education Group
                Telephone: 04 802 3000
                Fax:          04 802 3113
                Email:        firstname.lastname@nzqa.govt.nz
                      APPLICATION FOR FINANCIAL ASSISTANCE (2004)
                                        for National Secondary School Qualifications
                                                                                           Application number – Office use only

     Section A: APPLICANT DETAILS (Parent or Caregiver)

      Name
                       First Name                                                Surname

      Address




    Section B:      CANDIDATE DETAILS
    Complete this section for all members of your family 2 for whom you are applying for financial assistance. Financial
    assistance is not available for foreign fee paying students.
     First Name                      Surname                          School                              Date of Birth           NSN




    Complete only one of the following sections, sign the declaration and send to the first school listed above:
    Section C:        BENEFICIARY-BASED APPLICATION
    Complete this section if you are applying for financial assistance on the basis that you receive a Work and Income or Study Link benefit
    as your main source of income. Note that an administration fee of $20.00 per candidate or $30.00 per family is still payable.
          Write your benefit number here                                            

    Section D:        INCOME-BASED APPLICATION
    Complete this section if you are not receiving a benefit but you are applying for financial assistance on the basis that your joint family
    income is below the levels set for receiving the Community Services Card. Note that an administration fee of $20.00 per candidate or
    $30.00 per family is still payable.
      If your joint family income would qualify you to receive a card then indicate here                                              ()

      If applicable write your Community Services Card number here                         

    Section E:        FAMILY-BASED APPLICATION
    Complete this section if you do not qualify for beneficiary or income-based financial assistance but you are applying on the basis that
    you have more than one candidate in your family1 entering in senior secondary school qualifications.
      Indicate here if you wish to apply for a family based remission                                                                 ()

    DECLARATION:
    I declare that the information provided above is correct and that I am eligible to apply for financial assistance. I further agree to provide
    NZQA evidence of my income if requested and agree to advise NZQA in writing of any change in circumstance that would render this
    application invalid.

     Signed                                                                                        Date




2
    Refer to the information sheet for the definition of a “family” for the purposes of claiming financial assistance.
                              NZQA Information Sheet
       Financial Assistance for National Secondary School Qualifications


Who can apply for financial assistance?
Financial assistance is available to assist with the payment of entry fees to
National Secondary Schools Qualifications. To be eligible to apply you must be
the fee payer and meet at least one of the following criteria:
       Be receiving a Work and Income or Study Link benefit.
       Have a joint family income below the threshold for receipt of a
        Community Services Card.
       Have more than one child in the family undertaking these qualifications
        in the same year, irrespective of income.
You cannot claim financial assistance for foreign fee-paying students.


How do I apply for financial assistance?
Complete one application form for all students you are seeking financial
assistance for. Forms are available from schools or from the NZQA website
www.nzqa.govt.nz from the “For Learners” section.

Send the completed form to the school that you have listed on the form. If your
application covers more than one student, send the form to the school of the
first student you have listed. That school will process your application and if
you have students attending different schools they will send it on to those
schools for you.

Which sections do I complete on the form?
You must complete section A and B giving full details of both you and the
students you are seeking financial assistance for. It is important to write the
student‟s National Student Number (NSN) in the space provided and to sign
the declaration at the bottom of the form.

Complete only one of sections C, D or E depending on your circumstance as
follows:


Section C – Complete this section if you are receiving a Work and Income or
Study Link benefit. Enter your benefit number in the space provided.


  “Family” is defined as parents (or legal guardians) and children living together. A family of 2
could be 1 parent with 1 child, and a family of 3 could be 1 parent and 2 children - or a couple
with 1 child
Section D – Complete this section if you are not receiving a benefit but you
have a joint family income that is less than the amount for receiving a
Community Services Card. Indicate in the space provided that you are eligible
to receive financial assistance or enter your Community Services Card number.
You must sign the declaration at the bottom of the form and be prepared to
provide evidence of your income to support your application.

Section E – Complete this section if you do not qualify in the above categories
but have more than one child studying for National Secondary School
Qualifications.

What if I don’t know the National Student Number (NSN)?
All secondary students entered in national qualifications will receive a letter
from their school at the beginning of June giving them their NSN. This number
must be written in the space provided on the application form. If students have
entered for qualifications in the past their NSN will be on their Results Notice,
Record of Learning or certificates issued by NZQA.


What are the income thresholds for a Community Services Card?

                Family size                       Income limits (before tax)
                                                       From 1 April 2004
2 person family                                                $31,225
3 person family                                                $36,371
4 person family                                                $41,517
5 person family                                                $46,665
6 person family                                                $51,813
For each extra person, income limits increase by $4,840


If you are married, or in a relationship like marriage, you should assess your
income based on the combined gross income of you and your spouse.


When are applications due?
Your completed application must be sent to the first school listed on your
application form by 31 July 2004.





 “Family” is defined as parents (or legal guardians) and children living together. A family of 2
could be 1 parent with 1 child, and a family of 3 could be 1 parent and 2 children - or a couple
with 1 child.
When will I know if my application has been approved?
Your school is responsible for approving your application. You can assume it
has been approved unless your school advises you otherwise.


How much will I need to pay?

                          Eligible for beneficiary or        Not eligible for
                           income-based assistance        beneficiary or income
                                                            based assistance
One child entering        $20.00                        Full fees
qualifications

Two or more children      A maximum of $30.00 per       $100.00 per child with a
entering qualifications   family                        maximum of $200.00 per
                                                        family

Need more information?
If you need more information on how to apply for financial assistance please
contact your school.

				
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