2015-2016 OSAP Application Update: Change in Status to Married or Common-law Relationship
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
2015-2016 OSAP Application Update:
Student Financial Assistance Branch
Change in Status to
Ministry of Training, Colleges and Universities Married or Common-law Relationship
Purpose
Use this form if you have changed your status to one of the following since the start of your 2015-2016 study period:
• You are now married.
• You are now considered as being in a common-law relationship per the following definition:
Definition: Common-Law Relationship
For OSAP purposes, you are in a common-law relationship if you and your spouse:
• have cohabited continuously for a period of at least three years, or
• are in a relationship of some permanence and are the natural or adoptive parents of a child.
In order to complete this form, you must have already submitted a 2015-2016 OSAP Application for Full-Time Students.
Required Documents
You will be required to provide proof of the change to your marital status (see Section B) as well as documentation
regarding your dependent children (if applicable – see Section D).
Where to Send this Form
If you’re going to a school in Ontario:
Send this completed form and your required document(s) to your school’s Financial Aid Office.
If you’re going to a school outside of Ontario:
Send your completed form and required document(s) to: Student Financial Assistance Branch, Ministry of Training,
Colleges and Universities, PO Box 4500, 189 Red River Road, 4th Floor, Thunder Bay, ON P7B 6G9
Deadline
This form and all required documents must be received by your financial aid office or the ministry no later than 40 days
before the end of your 2015-2016 study period.
Questions?
If you’re going to a school in Ontario: Contact the financial aid office at your school.
If you’re going to a 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
Rev. Aug 28, 2015
34-1548 Page 1 of 102015-2016 OSAP Application Update: Status Change Social Insurance Number:
Section A: Student’s Information
Social Insurance Number: Ontario Education Number (OEN), if assigned:
Last name:
First name:
Student’s Mailing Address
Street name and number, rural route, or post office box: Apartment:
Street name and number, rural route, or post office box: Province or state:
City, town, or post office: Postal code or zip code:
Country: Area code and telephone number:
Information about Student’s School and Program
What is the name of the school you are currently attending for your 2015-2016 study period?
Student number at your school:
34-1548 Page 2 of 102015-2016 OSAP Application Update: Status Change Social Insurance Number:
Section B: Status Update Details
Note the following definition before responding to this question:
Common-Law Relationship
For OSAP purposes, you are in a common-law relationship if you and your spouse:
• have cohabited continuously for a period of at least three years, or
• are in a relationship of some permanence and are the natural or adoptive parents of a child.
Check the FIRST statement that describes your new status:
I am now married.
Required documentation:
You must provide a copy of your marriage certificate or an affidavit signed by you and your spouse
confirming the date of your marriage.
I am now in a common-law relationship. Indicate basis for meeting common-law relationship criteria:
My spouse and I have cohabited continuously for a period of at least three years.
Required documentation:
You must provide an affidavit signed by you and your spouse confirming that you have lived
together continuously for a period of not less than three years.
I am in a relationship of some permanence and my spouse and I are the natural or adoptive parents
of a child.
Required documentation:
You must provide an affidavit signed by you and your spouse confirming that you are in a
relationship of some permanence and are the natural or adoptive parents of a child.
215 What is the date of your marriage or common-law relationship?
Day Month Year
34-1548 Page 3 of 102015-2016 OSAP Application Update: Status Change Social Insurance Number:
Section C: Student Income Information
Indicate the amount of income you will be receiving for the following two time periods:
• Study period 1: From your 2015-2016 study period start date to the day prior to your status change.
• Study period 2: The date of your status change to the end date of your 2015-2016 study period.
Study Period 1 Study Period 2
630 Type and amount of government income
you expect to receive:
Employment Insurance
Loss of Earnings Benefits (WSIB)
Ontario Disability Support Program
Ontario Works
Postsecondary Student Support Program
(First Nations and Inuit Students)
Canada Pension Plan (Orphans’ Benefits,
Survivors’ Benefits, Disabled Contributors’
Child’s Benefits)
Second Career
Other (including Canada-Ontario Job
Grant)
Specify Source
626 Scholarships, bursaries, and/or awards you
expect to receive:
661 Educational Assistance Payments from a
Registered Education Savings Plan (RESP) and
payments and/or interest and dividends
earned on trust funds or other education
savings plans you expect to receive:
620 Employment income you expect to
receive:
621 Income from all other sources world-wide
you expect to receive:
636 Enter an estimate of the total gross income from all sources that you expect
to receive from January 1, 2015 to December 31, 2015:
34-1548 Page 4 of 102015-2016 OSAP Application Update: Status Change Social Insurance Number:
Section D: Children Information
How many (e.g., 1, 2, 3) dependent children in each age group will be living full-time with you and your spouse during your 2015-
2016 study period from the date of your marriage or change to common-law status? If you have no dependent children, enter
zero (0) in items 400, 410 and 411.
Dependent children:
400 0–11 years of age: A dependent child is:
• under 16 years of age and living with you and your spouse for 50%
or more of your study period; or
• 16 years of age or older; and
410 12 years of age or older who do not have a disability: • is enrolled in high school and taking at least 60% of a full course
load and living with you and your spouse for 50% or more of
your study period; or
411 12 years of age or older who have a disability: • 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 you and
your spouse.
405 For the children in items 400 and 411, what is the TOTAL amount that you expect to pay for child care from the date of your
status change to the end of your 2015-2016 study period?
Required documentation:
You must provide a copy of one of the following documents for each of your children:
• Child’s birth certificate
• Child’s Statement of Live Birth
In addition, if your dependent child is 12 years of age or older and has a permanent disability, you must also provide
documentation from a physician or other regulated health care practitioner that clearly states:
• Child’s diagnosis,
• Whether or not the disability is permanent, and
• Physician or health care practioner’s name and contact information.
Children Details
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 from the date of your status change to the end of
your 2015-2016 study period:
34-1548 Page 5 of 102015-2016 OSAP Application Update: Status Change 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 from the date of your status change to the end of
your 2015-2016 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 from the date of your status change to the end of
your 2015-2016 study period:
Student Declaration
I understand that my OSAP application will be re-assessed based on my spouse’s information provided on this form. I
will be bound by the Declarations I signed on my 2015-2016 OSAP Application for Full-Time Students.
Signature of Student Date
Day Month Year
Your personal information will be used to administer and finance the Ontario Student Assistance Program (OSAP) as set out in the
notice of Collection and Use of Personal Information on your OSAP application form and in accordance with the consents you signed
on your OSAP application form. The Ministry of Training Colleges and Universities administers and finances OSAP under the legal
authority set out on your OSAP application form. If you have any questions about the collection, use and disclosure of your personal
information, contact the Director, Student Financial Assistance Branch, Ministry of Training Colleges and Universities, PO Box 4500,
189 Red River Road, Thunder Bay, ON P7B 6G9; (807) 343-7260.
34-1548 Page 6 of 102015-2016 OSAP Application Update: Status Change Social Insurance Number:
Section E: Spouse Information
900 Spouse’s last name:
905 Spouse’s first name:
915 Does spouse have a Social Insurance Number (SIN)?
Yes — complete item 910.
No
910 What is spouse’s Social Insurance Number?
902 Spouse’s postal code:
903 Spouse’s date of birth:
Day Month Year
Last attended high school full time:
945 When did spouse last attend high school on a full-time basis? A full-time high school student is a student taking 60% or more
of a regular high school program. If spouse left high school at
any time and was out of high school for at least one full year,
Month Year the date spouse last attended high school on a full-time basis is
the date when spouse first left high school.
925 What will spouse’s status be at the beginning of applicant’s 2015-2016 study period?
Taking full-time postsecondary studies — complete items 935 and 940.
Employed Full-Time postsecondary studies:
Other (Specify) Full-time postsecondary studies means taking 60%
or more of a full course load (or 40% or more for 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?
34-1548 Page 7 of 102015-2016 OSAP Application Update: Status Change Social Insurance Number:
Spouse’s Total Income
Enter amounts from your spouse's 2014 Canadian Income Tax Return. If it has not been filed for 2014, 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 2014 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
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 2014 Canadian Income Tax Return, subtract the
amount(s) from line 435. Enter the revised amount in this item.
Other 2014 Income
If the spouse did not file a 2014 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 2014 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 2014 income from all sources world wide:
34-1548 Page 8 of 102015-2016 OSAP Application Update: Status Change Social Insurance Number:
Section F: Consents, Declarations and Signature of Spouse
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 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; paying your spouse’s financial
assistance; verifying your spouse’s financial assistance, any relief granted from any payment your spouse is required to make and any
loan rehabilitation; considering any applications for review of determinations relating to financial assistance, eligibility for relief from
any payment or loan rehabilitation; maintaining and auditing your spouse’s file; assessing and collecting loans, overpayments, and
repayments; enforcing the legislation set out below and your spouse’s agreements with the ministry, the Ontario Student Loan Trust
and ESDC; and monitoring and auditing the NSLSC and your spouse’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
postsecondary education and training, including the administration and financing of student assistance programs and accessibility to
and affordability of postsecondary education; planning, delivering, evaluating and monitoring student assistance programs for
quality and improvements in both content and delivery, including establishing and monitoring the minimum amount of student aid
the postsecondary school is required to provide under the Student Access Guarantee, if applicable; conducting risk management,
error management, audit and quality assessment activities; conducting inspections or investigations; and conducting research
related to postsecondary education and training, including all aspects of student assistance programs and accessibility to and
affordability of postsecondary education such as developing key performance indicators on the aggregated Ontario Student Loan
default rates of the applicant’s postsecondary school. You may be contacted to participate in surveys related to postsecondary
education and training. 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.
Spouse’s Consent to the Indirect Collection and Disclosure of Personal Information (REQUIRED)
• I understand that the information on this form, including my residency history provided by my spouse, is a necessary part of the
calculation of any financial assistance to my spouse. The information I have given is complete and true and I will notify my
spouse’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 I made or will make or is made or will be made
by any of my dependent children.
• I agree that until my spouse’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: my spouse; EDSC; Canada Revenue Agency (CRA); NSLSC; my spouse’s postsecondary school and its authorized
financial administration agents and auditors; any financial institution in which my spouse and I have a joint account, if my
spouse identified it to the ministry or NSLSC for the purposes of direct deposit and repayment of financial assistance; bodies
identified on this application form by name or bodies that administer programs identified on this application; persons or
bodies, including government bodies within and outside of Canada, that administer any form of financial assistance and that
may have information about my sources of income, assets 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 understand that the personal information I provide in connection with this application can be accessed by my spouse. Other
personal information relevant to a reassessment or appeal will be disclosed to my spouse and any person(s) authorized by my
spouse to have access to all information in my spouse’s 2015-2016 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
time before my spouse accepts financial assistance. I understand that if I withdraw any consent it will affect my spouse’s
eligibility for and the type and amount of OSAP assistance.
34-1548 Page 9 of 102015-2016 OSAP Application Update: Status Change Social Insurance Number:
I have read and understood all parts of this section, including the notice of collection, use and disclosure of my personal
information, and my signature attests to my consent to the indirect collection, use and disclosure of my personal information
and that my declaration is complete and true.
960 Signature of Spouse Date
Day Month Year
Spouse’s Consent to the Indirect Collection and Disclosure of Information from Income Tax Returns (REQUIRED)
I authorize the Canada Revenue Agency (CRA) to provide to the ministry identifying and income and expense information about me
(“the information”) from its tax records. The information will be used solely for the purpose of determining the applicant’s
entitlement to, and collecting overpayments of, financial assistance under the Ontario Student Assistance Program (OSAP). The
ministry will not disclose the information to any person or organization without my written consent, except to the applicant or
where authorized by or where required by law. The ministry administers OSAP 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.
This consent applies to the 2014, 2015 and 2016 taxation years and to any subsequent taxation year for which assistance is
requested and my information is required.
961 Signature of Spouse Date
Day Month Year
34-1548 Page 10 of 10You can also read
