|
FINANCIAL
AID
Affordability is a large
consideration when selecting a
college. However, a high-quality
education and opportunities for
personal growth such as
Willamette offers are equally
important considerations. As the
primary beneficiary of the
investment in a college
education, the student, and by
extension the student’s
family, is expected to assume
primary responsibility for
financing educational expenses.
Of course, many families cannot
afford the entire cost of
college. Financial aid,
therefore, is designed to assist
in bridging the gap between what
the student can afford and what
it will cost to attend
Willamette. Although most
financial aid is administered on
the basis of financial need,
there are also several generous
merit-based programs available
for which need is not a
consideration.
DETERMINING
FINANCIAL NEED
Willamette University uses data collected from
the Free Application for Federal Student Aid (FAFSA)
to calculate the Expected Family Contribution
(EFC) for each financial aid applicant and to
determine eligibility for both government and
University aid funds. The EFC is compared to the
total annual costs at Willamette University, which
include tuition, fees, room, board, and estimated
amounts for books, personal, and travel expenses.
For those students with an EFC less than Willamette’s
costs, financial need exists. If the EFC exceeds
the student’s annual educational expenses,
the student is ineligible for need-based assistance.
The need analysis formula considers parental income
and assets as well as such factors as size of
the family, age of the parent(s), and the number
of children attending college. Also considered
are necessary family expenditures such as taxes
and standard cost of living. The formula does
not consider discretionary expenses, e.g., consumer
indebtedness, in its calculation of parental contribution.
In addition to the parent contribution, students
are expected to contribute toward their college
expenses from current income, savings, and any
other personal resources such as trust funds.
APPLICATION
PROCEDURES
1. Apply for admission. No student will be awarded
financial aid prior to being admitted to the University.
Entering students who have submitted all admission
and financial aid materials by January 15 will
be given maximum consideration for financial aid.
2. File the FAFSA. Applicants for need-based aid
must file the FAFSA. The FAFSA should be submitted
to the Federal Student Aid Processors as soon
after the first of January as possible, but no
later than January 15, for entering students,
and no later than March 1 for returning students.
Applicants who file their FAFSAs after these dates
will be awarded financial aid on a first-come,
first-served basis. Students applying for admission
under the Early Action program must also file
the College Scholarship Service PROFILE if they
want to receive an early estimate of their need-based
aid. The CSS PROFILE must be filed by December
1.
NEED-BASED
FINANCIAL AID AWARDS
The
majority of University grants and
scholarships are awarded to
students with demonstrated need.
Although need is an eligibility
factor, these scholarships and
grants are awarded primarily in
recognition of academic
achievement and leadership, based
on the information students
provide in their Applications for
Admission. The FAFSA is the only
application required to be
considered for these awards.
Financial aid awards for entering
students who have submitted all
application and financial aid
materials by published deadlines
will be sent within one week of
the letters of admission. Early
Action awards, therefore, will be
mailed beginning mid-January and
awards for Regular Decision
applicants will be mailed by
April 15. Renewal awards for
returning students will be mailed
beginning June 1.
Financial aid is generally
awarded as a package. That is,
the student will receive both
cash (grants and scholarships)
and self-help (campus employment
and student loans). Grants and
scholarships do not have to be
repaid. Campus employment
consists of a part-time job for
which students are paid monthly
based on the hours worked.
Student loans, of course, must be
repaid.
To accept a financial aid award, a student must
return a signed copy of the notice of award by
the date indicated on the notice. Entering students
must also submit the $200 Advance Deposit. An
award is not considered accepted unless the student
has also confirmed his/her attendance with the
nonrefundable Advance Deposit. Early Action and
Regular Decision admission candidates are expected
to return both items by the National Candidate
Reply Date of May 1 or within two weeks of receiving
their admission and financial aid notifications,
if either of these arrives after April 15.
MERIT-BASED
SCHOLARSHIPS
There are a number of scholarship
programs at Willamette for which
financial need is not a
consideration. Most of these are
the result of generous gifts from
alumni and friends of the
University who have endowed
scholarship funds to recognize
students whose academic and
extracurricular records suggest
they will make the greatest
contributions to the Willamette
University community. In addition
to the academic scholarships,
Willamette University recognizes
students who demonstrate
outstanding talent in music,
forensics, and theatre by
providing merit awards in these
performance areas.
Merit selections are made on a
competitive basis. All applicants
who complete their Applications
for Admission by the published
deadlines are given automatic
consideration for these
scholarships. No separate
scholarship application is
required for most Willamette
academic scholarships. University
Talent/Scholarship Awards in
Forensics, Music and Theatre do
require an audition or separate
application. In order to
recognize as many outstanding
students as possible, applicants
will be selected for only one
Willamette academic scholarship.
Students may receive both an
academic award and a talent
scholarship.
RENEWAL
In
order to receive need-based
financial assistance (including
institutional grants) each
academic year, a student must
submit the FAFSA by March 1 each
year. Students who file their
renewal FAFSAs late risk being
placed on a wait list for
financial aid and possibly losing
some or all of their University
grant or scholarship funds.
For students entering Willamette as freshmen,
need-based Willamette University grants are available
for 9 semesters, and merit-based scholarships
are available for 8 semesters, as long as the
student maintains full-time student status (minimum
3 credits each semester) and makes satisfactory
academic progress as determined by the Academic
Status Committee of the University. All academic
merit-based scholarships have specific renewal
criteria that are outlined in the initial written
confirmation of the award sent to the student.
The amount of a student's
merit-based scholarship award
will be renewed annually as long
as the appropriate GPA
requirement is met. Need-based
Willamette University grants will
be renewed annually at the same
percentage level of demonstrated
financial need as assessed
through the FAFSA application
process. The amount of Willamette
University need-based grant aid
may therefore vary with changes
in student and family income and
assets. There are a limited
number of endowed and restricted
scholarships available to juniors
and seniors based upon faculty
recommendation and/or student
application.
For students transferring to
Willamette from another
institution, the Office of
Financial Aid will notify the
student of the number of
semesters of aid eligibility
available once the Office of the
Registrar has evaluated the
credits which will transfer to
Willamette.
Students placed on academic
probation by the Academic Status
Committee are ineligible for
financial aid. Appeals to this
policy will be reviewed by the
Director of Financial Aid.
Federal and state awards are
contingent upon the availability
of governmental funding.
Willamette University does not
guarantee replacement of reduced
governmental aid.
SOURCES
OF FINANCIAL AID
FROM
FEDERAL
FUNDS
Eligibility
for the following sources of
financial aid is determined by a
standardized analysis of the
information submitted on the
FAFSA.
Pell
Grant
The
Pell Grant is awarded to students
with the lowest Expected Family
Contributions (EFCs).
Supplemental
Educational Opportunity Grant
(SEOG)
This
grant is awarded to students with
exceptional financial need —
that is, students with the lowest
EFCs who also receive Federal
Pell Grants.
Federal
Work-Study (FWS)
Students
with financial need generally
work an average of 10 hours per
week and earn approximately
$2,000 annually. Hourly wages
vary and depend on the type of
work the student is hired to do
and the skills required for the
job.
Perkins
Loan
Students
with financial need are
automatically considered for this
loan during the financial aid
review process. Priority is given
to students with exceptional
need. The current interest rate
is five percent. Interest and
repayment are deferred until nine
months after a student ceases to
be enrolled at least
half-time.
Stafford
Loan
Stafford
Loans are either subsidized or
unsubsidized. A subsidized loan
is awarded on the basis of
financial need. The federal
government pays all interest on
the loan until the student enters
repayment. An unsubsidized loan
is not awarded on the basis of
need. The student is charged
interest from the time the loan
is disbursed until it is paid in
full. Repayment for the
subsidized and unsubsidized
Stafford Loans begins six months
after the student is no longer
enrolled at least half-time.
Interest is variable.
FROM
STATE
FUNDS
The
Oregon Student Assistance
Commission administers
state-funded and private awards
for Oregon residents who will
attend an Oregon college. Unless
a student specifically requests
otherwise, information for an
Oregon resident contained in the
FAFSA will automatically be sent
to the Oregon Student Assistance
Commission to be used in
determining a student’s
eligibility for the following
programs:
Oregon
State Opportunity Grants
Awards
are based strictly on family
size, income, and the number of
family members attending
college.
Private
Awards
The
Oregon Student Assistance
Commission also administers a
number of awards funded by
private donors. Though many of
these awards have some
restrictive eligibility
requirements, most recognize
primarily outstanding academic
achievement. In addition to the
FAFSA, students are required to
submit a separate application to
the Oregon Student Assistance
Commission by March 1.
Applications are available from
high school counseling offices or
by calling the Commission at
1-800-452-8807. Information may
also be obtained by visiting
their Web site at
www.osac.state.or.us/.
FROM
WILLAMETTE UNIVERSITY FUNDS
The following represent the
primary merit-based awards and
scholarships available from
Willamette University for
entering freshmen. No separate
application is required unless
stated otherwise.
G.
Herbert Smith Presidential
Scholarships
Students
with a minimum 3.8 g.p.a. in
solid subjects and 1350 combined
SAT or 30 ACT Composite scores
will be considered. Past
recipients have all demonstrated
particularly strong records of
leadership in their schools and
communities. Awards are available
for four years as long as the
recipient maintains full-time
student status and a 3.0
cumulative g.p.a. at
Willamette.
Elmer
and Grace Goudy Scholarships
Students
with a minimum 3.7 g.p.a. in
solid subjects and 1300 Combined
SAT or 29 ACT Composite scores
will be considered. Awards are
available for four years as long
as the recipient maintains
full-time student status and a
3.0 cumulative g.p.a. at
Willamette.
Willamette
University Scholarships for
National Merit, National Hispanic
and National Achievement
Scholars
Selection
of semifinalists in these
programs is made by the National
Merit Scholarship Corporation
based on PSAT results from the
Junior year in high school.
Finalist status is determined by
a committee of educators,
selected by the National Merit
Scholarship Corporation, which
reviews additional application
credentials submitted by the
semifinalists. Awards are
available for four years as long
as the recipient maintains
full-time student status and a
3.0 cumulative g.p.a. at
Willamette. (National Merit) or a
2.0 cumulative g.p.a. (National
Hispanic and National
Achievement).
Mark
O. Hatfield Scholarship for
Public
Service
One full-tuition scholarship
for an entering first-year
student with an exceptional
record of serivce and leadership.
A separate application and
interview required. Renewable.
Willamette
University Scholarships for
National Merit and National
Achievement Commended
Scholars
Commended
Scholars are also selected by the
National Merit Scholarship
Corporation on the basis of
Junior year PSAT scores.
Commended Scholars will receive
this award unless they are
selected for another, larger
Willamette University academic
scholarship. Awards are available
for four years as long as the
recipient maintains full-time
student status and a 3.0
cumulative g.p.a. at Willamette,
(National Merit) or a 2.0
cumulative g.p.a. (National
Achievement Commended
Scholars.)
Multicultural
Scholarships
These
awards are made to students of
African American, Asian American,
Hispanic American, and Native
American descent. While academic
achievement and extracurricular
contributions are part of the
selection, Willamette places
considerable emphasis on
activities which reveal a strong
identity with the student’s
ethnic culture and community.
Awards are renewable as long as
the student remains in good
academic standing.
Regional
Scholarships
Various
scholarship donors have
contributed funds to recognize
outstanding students from their
particular regions and
communities. Among these are the
Hallie Ford Scholarships for
students from Douglas County
schools (including transfers from
Umpqua Community College) —
this scholarship also includes an
opportunity for summer employment
in Douglas County; the Ancil
Payne Scholarship for students
from The Dalles (Oregon) High
School; the Mel Goode Scholarship
for students from South and West
Albany (Oregon) High Schools; the
Hazel Newhouse Scholarship for
students from Gresham (Oregon)
High School; the Robert F. Smith
Scholarship for students from
Harney County (Oregon); the
Winterscheid Scholarship for
students from the Greater Puget
Sound area in Washington; and the
Olympic Scholarship for graduates
of Clallum or Jefferson County
(Washington) high schools.
Music
Talent Scholarship
Any
student who intends to
participate in a performing
ensemble at Willamette,
regardless of intended major, may
audition for a music award. These
scholarships are renewable, based
on continued ensemble
participation.
Forensics
Talent Scholarship
Students
who have demonstrated outstanding
achievement in debate and
forensics activities in high
school are eligible for
consideration. Students must plan
to continue their participation
in Willamette’s forensics
program. Awards are renewable. To
apply, students must submit a
letter of application listing all
forensics experiences, years of
participation and all awards,
prizes and recognitions achieved.
In addition, students must submit
a written recommendation from
their forensics coach.
Theatre
Talent Scholarship
Students
must have demonstrated
outstanding achievement in
theatre activities during high
school and must plan significant
participation in
Willamette’s Theatre
program. Awards are renewable. To
apply, students must submit a
letter of application describing
their interest in
Willamette’s Theatre program
and indicate which specialty
(acting, directing, or
design/technical) is of primary
interest. The Department of
Theatre also conducts on-campus
auditions for these awards.
Through the generosity of various
groups and friends, Willamette
offers a number of scholarships,
prizes, and awards for
achievement in the different
fields of college endeavor. These
awards recognize scholarship as
well as leadership and character
and many provide funding for
Willamette’s need-based
grant programs.
Below is a complete list of
prizes, awards and scholarships
available to Willamette
University students in the
College of Liberal Arts. Those
for which entering students will
be considered are marked with an
asterisk (*).
Scholarships,
Prizes and Awards
|
Joseph
H. Albert
|
Marion
Bacon Allen
|
|
Ruth
Buche Allen
(History)
|
Charles
D. Allis
(Economics)
|
|
Althoff
Writing Prize
|
Alumni
Association
|
|
Alumni
Honors*
|
Philip
C. Armstrong
(Biology)
|
|
Vera
M. Armstrong
|
Myrtle
L. Atkinson
Foundation
|
|
Edward
F. Averill
|
Elizabeth
Baker and Lavina
Wheeler
|
|
Kenneth
A. Batchelder Memorial
(Computer Science; Sigma
Chi)
|
Anna
M. Barrett
|
|
Bishop
Bruce R.
Baxter
|
Bay
Area Alumni
|
|
Ruth
Bedford
(Music)
|
Howard
C. and Mae C.
Belton
|
|
Lester
J. and Ida May Bennett
(Ministry or
Sociology)
|
Blackman/Barber
(Biology, Chemistry,
Physics)
|
|
Walter
Blake
|
Lelia
S. Bortzmeyer (Methodist
Ministry)
|
|
Andrew
G. Bottin
|
Charles
and Barbara
Bowles
|
|
Julius
J. and Joanna
Brauer
|
Oliver
C. Brown
(Economics)
|
|
Violet
Burlingham Mu Phi
Epsilon
(Music)
|
Helen
Purvine Burnett
(Politics)
|
|
Ellen
J. Chamberlain and Julia
L. Schultz
(Music)
|
Claude
E. Chandler MD and
Martin W. Grefnes
(Pre-Medicine)
|
|
Ben
B. Cheney
Foundation
|
Chevron
Merit Award*
|
|
Chiles
Foundation
|
John
I. and Ruth I. Church
(Math,
Economics)
|
|
Class
of 1932
|
Class
of 1933
|
|
Class
of 1940
|
Class
of 1948
|
|
Class
of 1949
|
Class
of 1952
|
|
Class
of 1953
|
Class
of 1954
|
|
Class
of 1960
|
Class
of 1966
|
|
Gilbert
J. Clausman
(Music)
|
Jack
R. Clumeck
|
|
Beuford
S. Cole
|
Mary
L. Collins
|
|
Truman
W. Collins (National
Merit
Finalists)
|
William
D. and Phina Collins
(Ministry or Religion
Education)
|
|
Edwin
and June Cone
(Senior)
|
Covert
Family
(Music)
|
|
A.
Gale Currey
|
Denison
Family
|
|
Mary
L. Denton
(Piano)
|
Max
and Susan de
Sully
|
|
Mary
A. and Martin J.
Dietz
|
Paul
M. Duell
(Chemistry)
|
|
Margaret
Klund
Earnheart
|
Adele
Egan
|
|
Erickson
Family
|
Mary
E. Eyre
(Salem)*
|
|
Farmers
Insurance
|
Al
Ferrin
(Pre-Medicine)
|
|
First
Security Bank
|
Robert
M. Fitzpatrick
(Pre-Medicine and
Pre-Engineering)
|
|
Hallie
Ford (Academic,
Art)*
|
Forensic
Talent*
|
|
Mabel
H. Fraer
|
Richard
K. Frederick
(Music)
|
|
H.
Leslie and Betty Lewis
Frewing (International
Students)
|
Louis
J. Gates
|
|
Margaret
L. Gates
(MAT)
|
M.
Clare Geddes
|
|
Melvin
and Ruth Geist
(Music)
|
Richard
M. Gillis
(Economics)
|
|
Florence
Lee Godfrey
(Music)
|
Mel
Goode
(Albany)*
|
|
Elmer
and Grace
Goudy*
|
George
H. Grabenhorst
Memorial
|
|
Donald
K. and Evelyn
Grant
|
Garrison
J. Gray
|
|
John
D. Gray
(Economics)
|
Robert
D. and Lois E. Gregg
(History)
|
|
R.
Samuel Hall
(Mathematics)
|
Mark
O. Hatfield
(Politics)
Mark
O. Hatfield Scholarship
for Public
Service
|
|
Harold
Hauk
|
Timothy
C. Hawkins
|
|
Haynes/McHale
|
Hearst
Foundation
|
|
Louise
Findley Heinl
(Music)
|
Willis
and Margaret
Hisey
|
|
Lloyd
and Grace Tyler
Hockett
|
Bernice
Jackson Hoffman (Foreign
Study)
|
|
Shannon
P. Hogue
(Journalism)
|
Alice
S. Hopkins
|
|
Joyce
Horn and Elda Branson
(Music)
|
Hoyt
Family (Law)
|
|
Esther
Wright Huffman
(Art)
|
Dr.
Norman A. Huffman
(Religion)
|
|
Elizabeth
H. Jaqua
|
Leonard
D. Jaqua
|
|
Magic
Johnson
|
Jesse
M. and Alice Rose
Jones
|
|
Malcolm
and Helen
Jones
|
Jory-Hafferkamp
(Mathematics)
|
|
Noel
F. Kaestner
(Psychology)
|
Cleve
Keas
|
|
Spec
Keene
|
Richard
E. Kerr
(Pre-Medicine)
|
|
Peter
and Bonnie
Kremer
|
Dr.
Sceva Bright and Lillian
Goodall Laughlin
(Sociology)
|
|
M.
Evelyn
Lawrence
|
William
and Minnie
Lawrence
|
|
Marguerite
Lawson
|
David
O. and Julia B.
Lear
|
|
Margaret
and Dwight
Lear
|
Charles
H. Leavitt
|
|
Kristine
Landon Liepins (Computer
Science)
|
Robert
H. Lillig
|
|
Theodore
W. Loder Sr.
|
Bill
Long
|
|
Howie
Long
|
Dr.
Ivan Lovell
(History)
|
|
Chester
F. Luther
(Mathematics)
|
Helen
Yeomans Luther (Foreign
Languages)
|
|
Charles
E. McCulloch
|
James
Newton McCurdy
(Ministry
|
|
Henry
F. McLauchlan
(Pre-Nursing)
|
Meier
and Frank
|
|
Donald
G. Metcalf
|
Paul
F. and Frances Lemery
Miller (Biology,
Chemistry,
Physics)
|
|
Cecil
R. Monk Memorial
(Biology)
|
Ferne
and Brooks
Moore
|
|
Mary
Putnam Mort
|
Charles
and Valona
Moser
|
|
Dan
Mosee (East
Portland)
|
Mulligan
Fund
|
|
Multicultural
Scholarship
|
Music
Talent*
|
|
Royal
Nakano
|
National
Achievement
Finalists*
|
|
|
National
Hispanic
Finalists*
|
|
National
Merit Commended
Students*
|
National
Merit
Finalists*
|
|
George
Neuner
|
Hazel
R. Newhouse
(Gresham)*
|
|
Dr.
George Allen
Odgers
|
J.
Orin and May C.
Oliphant
|
|
Olympic*
|
Operation
Mid-Point
|
|
Robert
H. Pace
|
Padilla
|
|
Mary
Parkinson
(Ministry)
|
Ancil
H. Payne (The
Dalles)
|
|
Morton
E. and Jessie G. Peck
(Biology)
|
Harry
F. and Z. Irene
Pemberton (Religious
Studies)
|
|
Dorothy
Ann Perkins
(Music)
|
Richard
P. Petrie
(Economics)
|
|
PGE
|
Phi
Theta Kappa
|
|
Pi
Kappa Lambda
(Music)
|
James
H. Polhemus
|
|
Elizabeth
Powell
|
Russel
and Alice
Pratt
|
|
Presser
Foundation
(Music)
|
Robert
L. Purbrick
(Physics
|
|
Ralph
E. Purvine
(Pre-Medicine)
|
Charles
R. Randall
|
|
Charlotte
and D. Russell
Rarey
|
Betty
S. Reardon
|
|
Katie
Redmond Memorial (Alpha
Chi Omega)
|
Reynolds
Trust Fund of The United
Methodist
Church
|
|
Ernest
C. and Myrta M.
Richards
|
R.
Cloyd Riffe
(Music)
|
|
Bernice
M. Rise
(English)
|
Nellie
L. Roberts
|
|
Leta
O. Roehl
(German)
|
Mary
Stuart Rogers
|
|
Cora
G. and Frederick L. Rose
Memorial
(Music)
|
Dona
Adams
Rothwell
|
|
Howard
and Mary Runkel
(Rhetoric)
|
Salem
Breakfast
Club
|
|
James
Scariot
|
Sara
Bingay Schultz (Delta
Gamma)
|
|
Wilson
Henry Scott
|
Senators
(Politics)
|
|
Sesquicentennial
|
Theodore
E. D. Shay
(Economics)
|
|
Leland
A. Shinn
|
Sigma
Tau Memorial
|
|
Edmund
Arthur and Helen Cavitt
Smith
(Politics)
|
G.
Herbert Smith
Presidential*
|
|
Marie
C. Smith
|
William
B. Smullin
|
|
Sorority
Scholarship
|
Robert
Smith
|
|
Sparks
Family
|
Theresa
Sprain* (Kalispell,
Montana)
|
|
Martha
Springer
(Biology)
|
Edward
O. Jr. and Dorothy
Alexander
Stadter
|
|
Helen
E. Stanclift
|
M.
Emma Stannus
(Music)
|
|
Charles
L. Starr
|
Dr.
|
|
