S T A T E O F N E W Y O R K
________________________________________________________________________
2378
2009-2010 Regular Sessions
I N S E N A T E
February 19, 2009
___________
Introduced by Sen. PADAVAN -- read twice and ordered printed, and when
printed to be committed to the Committee on Higher Education
AN ACT to amend the education law, in relation to the determination of
tuition assistance program awards
THE PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND ASSEM-
BLY, DO ENACT AS FOLLOWS:
Section 1. Subdivision 1 of section 663 of the education law, as
amended by chapter 305 of the laws of 2008, is amended to read as
follows:
1. Income defined. Except as otherwise provided in this section,
"income" shall be the total of the combined net taxable income of the
applicant, the applicant's spouse, and the applicant's parents as
reported in New York state income tax returns for the calendar year next
preceding the beginning of the school year for which application for
assistance is made, except that any amount received by an applicant as a
scholarship at an educational institution or as a fellowship grant,
including the value of contributed services and accommodations, shall
not be included within the definition of "income" for the purposes of
this article. The term "parent" shall include birth parents, steppar-
ents, adoptive parents and the spouse of an adoptive parent. Income, if
not a whole dollar amount, shall be assumed to be equal to the next
lowest whole dollar amount. Any change in the status of an applicant
with regard to the INCOME OF THE APPLICANT OR THE INCOME OF THE persons
responsible for the applicant's support occurring AS A RESULT OF EXTEN-
UATING CIRCUMSTANCES INCLUDED IN SUBDIVISION FIVE OF THIS SECTION after
the beginning of any semester [shall not] CAN be considered to change
the applicant's award for that semester IF THE APPLICANT APPLIES FOR AN
ADJUSTMENT TO THEIR AWARD AND THAT ADJUSTMENT IS APPROVED AND CERTIFIED
PURSUANT TO RULES AND REGULATIONS ESTABLISHED BY THE CORPORATION.
S 2. Paragraphs (a) and (b) of subdivision 5 of section 663 of the
education law, as amended by chapter 622 of the laws of 2008, are
amended to read as follows:
[(a)] A. ADJUSTMENTS OF INCOME WHEN A SIBLING, SIBLINGS, SPOUSE OR
PARENT OR PARENTS ARE ALSO ENROLLED FULL-TIME IN AN APPROVED PROGRAM OR
EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
[ ] is old law to be omitted.
LBD09384-01-9
S. 2378 2
PROGRAMS. (1) Except for purposes of paragraphs a and b of subdivision
three of section six hundred sixty-seven of this part if, during the
academic year in which the applicant will receive an award, one or more
of either the parents of the applicant or other dependent children of
such parents, the spouse of the applicant, or one or more dependent
children of the applicant, in addition to the applicant, will be in
full-time attendance in an approved program, the combined net taxable
income determined under subdivision one of this section shall be divided
by the total number of the aforesaid persons (including the applicant)
who will be in such attendance, and the resulting quotient shall be
deemed the applicable income in determining the applicant's award for
such academic year.
[(b)] (2) In the determination of income for purposes of paragraphs a
and b of subdivision three of section six hundred sixty-seven of this
part if, during the academic year in which the applicant will receive an
award, one of either the parents of the applicant or other dependent
child of such parents, the spouse of the applicant, or one or more
dependent children of the applicant, in addition to the applicant, will
be in full-time attendance in an approved program, the combined net
taxable income determined under subdivision one of this section shall be
reduced by three thousand dollars and an additional two thousand dollars
for each other such person additional to the aforesaid persons (includ-
ing the applicant) who will be in such attendance, and the resulting
amount shall be deemed the applicable income in determining the appli-
cant's award for the academic year.
B. ADJUSTMENTS OF INCOME IN EXTENUATING CIRCUMSTANCES. THE CORPORATION
SHALL, PURSUANT TO RULES AND REGULATIONS, UPON THE REQUEST OF THE APPLI-
CANT, THE RECOMMENDATION OF A FINANCIAL AID ADMINISTRATOR, AND THE
CORPORATION'S REVIEW AND CERTIFICATION OF THE MOST RECENT SUPPORTING
DOCUMENTATION, MAKE ADJUSTMENTS TO INCOME AND ADJUSTMENTS TO THE APPLI-
CANT'S AWARDS AFTER THE BEGINNING OF ANY SEMESTER IN THE FOLLOWING
EXTENUATING CIRCUMSTANCES: (1) CATASTROPHIC ILLNESS, PERMANENT OR TOTAL
PHYSICAL OR MENTAL DISABILITY OF THE APPLICANT; (2) CATASTROPHIC
ILLNESS, DEATH OR PERMANENT OR TOTAL DISABILITY OF THE APPLICANT'S
SPOUSE, PARENT OR LEGAL GUARDIAN; (3) A CALL TO ACTIVE MILITARY DUTY OF
THE APPLICANT, THE APPLICANT'S SPOUSE, PARENT OR LEGAL GUARDIAN; (4) A
RECENT INVOLUNTARY CHANGE IN THE EMPLOYMENT STATUS OF THE APPLICANT, THE
APPLICANT'S SPOUSE, PARENT OR LEGAL GUARDIAN THAT RESULTED IN A VERIFI-
ABLE LOSS IN INCOME; (5) A RECENT DIVORCE OR SEPARATION OF THE APPLICANT
BY JUDICIAL DECREE OR PURSUANT TO AN AGREEMENT OF SEPARATION FILED WITH
A COURT OF COMPETENT JURISDICTION THAT RESULTED IN VERIFIABLE LOSS IN
INCOME; OR (6) A RECENT DIVORCE OR SEPARATION OF THE APPLICANT'S PARENT
OR LEGAL GUARDIAN BY JUDICIAL DECREE OR PURSUANT TO AN AGREEMENT OF
SEPARATION FILED WITH A COURT OF COMPETENT JURISDICTION THAT RESULTED IN
A VERIFIABLE LOSS IN INCOME; PROVIDED, HOWEVER, THAT IN DEVELOPING SUCH
REGULATIONS, THE CORPORATION SHALL REQUIRE, TO THE EXTENT PRACTICABLE,
SIMILAR CRITERIA IN DETERMINING INCOME ADJUSTMENTS FOR INDIVIDUAL APPLI-
CANTS WHO HAVE SIMILAR EXTENUATING CIRCUMSTANCES. WITHIN THIRTY DAYS OF
RECEIVING ALL REQUESTED INFORMATION AND SUPPORTING DOCUMENTATION FROM
THE FINANCIAL AID ADMINISTRATOR, THE CORPORATION MUST REVIEW THE REQUEST
OF THE APPLICANT, THE RECOMMENDATION OF A FINANCIAL AID ADMINISTRATOR,
AND THE SUPPORTING DOCUMENTATION AND CERTIFY WHETHER OR NOT THE APPLI-
CANT IS ELIGIBLE FOR AN ADJUSTMENT.
S 3. This act shall take effect immediately.