How to be considered a CA resident

This forum made possible through the generous support of SDN members, donors, and sponsors. Thank you.

Lullapalooza

Full Member
10+ Year Member
15+ Year Member
Joined
Sep 11, 2008
Messages
60
Reaction score
0
I am originally from New York, but I am completing my undergraduate education in California. Currently, I am not considered a resident, I pay non-resident tuition.

I moved to California in 2006. I don't work, my mom claims me as a dependent back home in New York. but, and there is a big a BUT...

When I apply to medical school (next spring) I would have just turned 24 years old. I've read that I don't have to meet the financial independence component of residency in California once I am 24 years old.

This link, is from UCSB for undergraduate purposes, but I was wondering if it still applies to california medical school (http://www.registrar.ucsb.edu/intent-indep.htm#reqs)

I'm wondering if anybody could just explain this to me, because it's all quite confusing. Thanks.

Members don't see this ad.
 
I am originally from New York, but I am completing my undergraduate education in California. Currently, I am not considered a resident, I pay non-resident tuition.

I moved to California in 2006. I don't work, my mom claims me as a dependent back home in New York. but, and there is a big a BUT...

When I apply to medical school (next spring) I would have just turned 24 years old. I've read that I don't have to meet the financial independence component of residency in California once I am 24 years old.

This link, is from UCSB for undergraduate purposes, but I was wondering if it still applies to california medical school (http://www.registrar.ucsb.edu/intent-indep.htm#reqs)

I'm wondering if anybody could just explain this to me, because it's all quite confusing. Thanks.

I believe you need to work for one year fulltime (or at least be working and not in school), pay taxes, get a bank account, a driver's license, and register to vote to gain resident status.
 
This may help, it is from an old thread:

The link to UC Irvine's residency requirements can be found here.

In general, you will need to move to California, change your driver's license, register to vote, get a job and pay California taxes, and if under age 24 declare financial independence. Do not enroll in any form of school during this period. After a year you will have established residency, although you may be able to obtain in-state consideration before that year is finished.
 
Members don't see this ad :)
That seems very general to me.

So since I will be over 24, I do not have to worry about meeting the financial independence requirement. But I have to work for 1 year and pay CA taxes?

Here is what I have:
-Lived in CA for over a year
-Will be over 24 yrs of age at the time I send out my applications
-CA drivers license
-CA registration
-CA address
-I worked part time for about 6 months, and paid some CA state taxes
-Bank account opened in CA


So based on what I'm hearing is that I need to work full-time for a year? And register to vote in CA?

The reason why this is confusing me so much, is that nowhere does it say that I have to have worked a full year in CA and paid taxes, registered to vote etc. The only thing that I consistently see is that I must have lived in CA for a year, show intent to live here indefinitely (of which registering to vote and paying taxes are one of several indicators) and financial independence (which I don't need to worry about since I will be over 24).


I will have 1 year off between when I graduate and when I matriculate into a CA medical school if I am lucky and qualified enough. If I work during that 1 year, will I be given priority as a CA resident for admission purposes? I would have already applied, so at the time of applying I would not be a CA resident. But at the time of starting medical school, I would be considered a CA resident?

I don't understand why they can't make this easier, and more clear.
 
I found the following information on my school website, but again, there seems to be a lot of gray area.

Establishing Intent to Become a California Resident
Indications of your intent to make California your permanent residence can include the following:
(1) registering to vote and voting in California elections;
(2) designating California as your permanent address on all school and
employment records, including military records if you are in the
military service;

(3) obtaining a California driver’s license or, if you do not drive, a
California identification card;

(4) obtaining California vehicle registration;
(5) paying California income taxes as a resident, including taxes on
income earned outside California from the date you establish residence;

(6) establishing a California residence in which you keep your personal
belongings; and licensing for professional practice in California.




This is where I need help. It says that indication to make CA your permanent residence CAN include paying CA taxes and voting in CA. But it doesn't say that those are requirements. Is obtaining a CA license and obtaining CA vehicle registration not sufficient for demonstrating intent?

 
I never understood the criteria.

I moved to CA from a foreign country for undergrad. I had part-time jobs and paid taxes. Driver's license, etc.

I had no difficulty qualifying as a resident for med school applications (I never had to prove anything), BUT they could not tell me if I would be a resident for tuition purposes until after matriculation.

About a month before classes, I had to submit a huge stack of documents - ATM statements, ID cards, supermarket loyalty cards, voter registration card, magazines addressed to me...and I somehow qualified for in-state tuition.
 
Look up the financial aid office's phone numbers of the medical schools you are interested in, call them, and explain your situation. I am sure they will be able to provide you with a better answer. Good luck!
 
Look up the financial aid office's phone numbers of the medical schools you are interested in, call them, and explain your situation. I am sure they will be able to provide you with a better answer. Good luck!

Financial Aid Office: "Residency status for tuition is determined by the Registrar and we cannot answer your question."

Registrar: "Residency status for tuition cannot be determined preliminarily. Read the criteria and figure it out for yourself." 😡
 
I will go to the Registrar's office tomorrow to inquire about CA residency. But would it be fair to assume that the residency requirements at my undergraduate institution would be the same as the residency requirements at a CA medical school?
 
I don't have an answer to your question, but on a side note, why do you want to be a CA resident. If you are pre-med, the state schools are far less friendlier....
 
I will go to the Registrar's office tomorrow to inquire about CA residency. But would it be fair to assume that the residency requirements at my undergraduate institution would be the same as the residency requirements at a CA medical school?

Not the undergrad requirements, but if there are professional students at your school the rules should be the same.
 
what are the benefits for being a CA resident? except being able to apply for UC meds?
 
I don't have an answer to your question, but on a side note, why do you want to be a CA resident. If you are pre-med, the state schools are far less friendlier....
In other words... it's more difficult to be accepted to UC as a california resident than it is to be accepted to a New York State school as a NY resident? I'm well aware of that fact, but I have moved to CA, I am happy here, and I would like to settle down here permanently. So, even though CA state schools are harder to get into, being a CA resident as opposed to a non-resident applicant will obviously make my chances much better.
 
Members don't see this ad :)
I found the following information on my school website, but again, there seems to be a lot of gray area.

[/size]


This is where I need help. It says that indication to make CA your permanent residence CAN include paying CA taxes and voting in CA. But it doesn't say that those are requirements. Is obtaining a CA license and obtaining CA vehicle registration not sufficient for demonstrating intent?

[/size].[/size][/color][/size]

When I filled out my residency paperwork, they told me that it was key that I had a non-campus address (because it showed intent to stay permanently, as opposed to student housing which you have to give up in the summer). Also, I had paid CA taxes on income, but it was not a full-time job yet when I started applying. Can you get some small job sometime before you apply to give the Governator some money?

If you send me your email, I can email you the form that we had to fill out for UCSD. But I think each school has its own process (!?!)
 
Did/will I lose my CA residency status?

I've been a California resident since birth, but after finishing college at a California university, I decided to pick up a job at New York. I intend on working here for a total of 2 years since graduation (just need a breather from the west coast life and wanted to try something non-science before spending the rest of my life in it).

I still have my California's driver license (never applied for NY state residency), I still vote by absentee ballot for California, I have an active California bank account (only opened one in NY to keep a minimal amount in to write checks for rent and in case I have any banking issues that I need to resolve quickly), I still list my parent's CA address as my "home address" and my NY apartment as my "mailing address" on all my work forms, and I will be under 24 by the time I apply for school but I'm not listed as a dependent under my parents when we filed taxes this year.

The thing is, I only pay NY income tax and not CA 🙁. Do I have to pay BOTH state taxes (I don't think there's anyway I'll be let off the hook for NY taxes just because I pay CA taxes, and heck I don't even know how to pay CA taxes since my paychecks automatically deduct NY taxes- I'm a "real world" "newbie")? I don't think I can sustain myself if I have to pay twice the taxes (and NY + CA of all states possible...)
 
Last edited:
How to be considered a CA resident: Have a stellar MCAT/gpa, and still get rejected from all 4 (?) of your state schools.
 
When I filled out my residency paperwork, they told me that it was key that I had a non-campus address (because it showed intent to stay permanently, as opposed to student housing which you have to give up in the summer). Also, I had paid CA taxes on income, but it was not a full-time job yet when I started applying. Can you get some small job sometime before you apply to give the Governator some money?

If you send me your email, I can email you the form that we had to fill out for UCSD. But I think each school has its own process (!?!)

I technically live in on campus apartments, but if I choose to live in the same residence for consecutive years, I am not required to move out during the summer. In addition, before I lived on campus, I did live off campus while going to community college for one year.

I worked part time for a period of about 6 months making roughly minimum wage at a coffee shop. To my knowledge, if you make under a certain amount of money, you are not required to pay the California state income tax. So, since I made very little money, I did not pay any California state income taxes.

Given my current courseload and research/volunteering, I have absolutely no time for a job. And quite honestly, I don't want to get a job if it means that I will suffer academically. However, after I apply to medical school I will have a year off, and I would be willing to work full time for that year. However, I don't know how that will help me, because at the time of applying, I will technically not have paid any CA taxes. However, at the time of matriculation, I would have paid CA taxes.

I go to UCR, but I did google the residency requirements for UCSD and I have come across that form. Thank you for your help!
 
The thing is, I only pay NY income tax and not CA 🙁. Do I have to pay BOTH state taxes (I don't think there's anyway I'll be let off the hook for NY taxes just because I pay CA taxes, and heck I don't even know how to pay CA taxes since my paychecks automatically deduct NY taxes- I'm a "real world" "newbie")? I don't think I can sustain myself if I have to pay twice the taxes (and NY + CA of all states possible...)

You should definitely be filing CA tax returns. I don't know how much it will cost but it's probably worth it.
 
You should definitely be filing CA tax returns. I don't know how much it will cost but it's probably worth it.
What if his job doesn't pay him enough to have a tax deduction (i.e. working at campus bookstore for $9/hr)? Could he technically get away with not having to pay state income tax? Or is it the fact that he will be paying state income taxes that's important for establishing residency?
 
You should definitely be filing CA tax returns. I don't know how much it will cost but it's probably worth it.

Is that possible if my weekly paychecks have been automatically deducted only by NY state income taxes?

I already filed my tax return this year and only did it for the state of NY. I guess I'm a little confused- so you're implying that I should be paying 2X state income taxes in order to be able to file a CA tax return? 🙁
 
What if his job doesn't pay him enough to have a tax deduction (i.e. working at campus bookstore for $9/hr)? Could he technically get away with not having to pay state income tax? Or is it the fact that he will be paying state income taxes that's important for establishing residency?
You can still file a return even if you don't owe anything. You'll note that the question on the residency forms is "did you file CA returns?" not "did you pay CA tax?" It is usually a good idea to file a tax return even if you don't have to.
Is that possible if my weekly paychecks have been automatically deducted only by NY state income taxes?

I already filed my tax return this year and only did it for the state of NY. I guess I'm a little confused- so you're implying that I should be paying 2X state income taxes in order to be able to file a CA tax return? 🙁

You can file a California return as well. The way I understand it, they will give you a deduction for paying tax to another state. You may wind up owing nothing if NY tax is higher than CA tax.
 
Okay, so I went to the Registrar's office at my school today, and I had quite a long talk with the person who is in charge of determining residency at the university. She broke down a lot of it for me, and I feel compelled to share some information with you who might be in the same boat as myself.

Okay, so... starting from the beginning... There are three major categories you need to satisfy to be considered a CA resident for tuition purposes if you are coming from out of state.

1) Physical presence in the state for at least 366 days.
2) Intent to become a permanent resident of the state
3) Financial independence


Number 1 should be pretty self explanatory.

Intent gets a bit more complicated. Basically, the process for demonstrating intent is highly subjective, and it depends a great deal on the person reviewing your residency petition. The Resident Affairs assistant described it as follows: To demonstrate intent, the individual must put forth a compelling argument that they intend to stay in the state permanently, and that they are NOT just going to CA for school purposes. There is no one formula to demonstrate intent, but instead, it's more like a scale where you pile things on top of it. So if the scale reads a fairly high value, then they will be more likely to give you resident status.

Ways to prove intent are: CA driver's license, CA vehicle registration, CA bank accounts, filing taxes in CA, voter registration card, rental agreement etc. Basically, the more you can produce, the better chances you have of being able to demonstrate intent to live in the state. There is no requirement, to my knowledge, that you HAVE to file taxes, but it does help your cause.

I explained to her that I worked part time for 6 months, but I did not make enough money to actually contribute an income tax. She said she understood that, and a lot of students are in a similar situation, and that was fine.

One of the greatest misconceptions that I had when starting this thread was I thought that the state of California does not want a nonresident to benefit from the affordable education available to residents. Residents and their parents have paid tax dollars, and therefore they should reap the rewards of an affordable tuition. So I figured that I wouldn't be considered a resident unless I had contributed financially to the system. I thought by me gaining resident tuition, it was analogous to stealing, or more just benefitting from a system that I did not contribute to.

That is pretty much NOT TRUE. What the state of CA is interested in, is that you show that you PLAN ON MAKING CA YOUR PERMANENT HOME. That is the idea. Paying taxes is one of the ways you can show you want to make CA you're home, but there are tons of other ways you can demonstrate intent to live in the state permanently. The state is well aware that many students come to the state, go to school here full time, and therefore cannot have a job and pay or file taxes. So there are other ways to convince them of your intent to become a permanent resident of the state (i.e. vehicle registration, license etc)

The third component, financial independence, ONLY APPLIES TO INDIVIDUALS UNDER THE AGE OF 24. Once you turn 24 years old, you are automatically considered financially independent. If you are 22 years old, and you are trying to become a resident, then you will need to demonstrate financial independence (I believe for two years prior to your request). Financial independence means that you can show you can pay for your own living expenses without assistance from your parents out of state (so obviously, you cannot be filed as a dependent on your parents returns). Therefore, it is incredibly hard for most nonresidents under 24 to meet this requirement, but once you turn 24 it is no longer an issue.

Also, a few closing comments: Just because your university considers you to be a resident, that doesn't mean that the state of CA acknowledges you as a resident. The residence determination by your undergraduate institution is for tuition purposes. This was and still is quite confusing to me. According to the CA DMV: "Residency is established by voting in a California election, paying resident tuition, filing for a homeowner's property tax exemption, or any other privilege or benefit not ordinarily extended to nonresidents."
So based on that, I get the impression that if the university of California, or California state university allows you to pay resident tutiton, the state will consider you a resident because you are gaining a privilege not available to nonresidents. Don't quote me on any of this.

The resident affairs person also said that for graduate schools, if you are over 24 they don't even ask you prove financial independence. So that means that if you are applying to medical school for instance, they will calculate your age from your application and unless there are some complications (i.e. you have an F1 visa) you will fulfill the financial independence requirements.

I know this post probably seems similar to beating a dead horse, but I was pulling my hair out trying to get information. I just wanted to help out those who may have similar concerns as I am.
 
On the other hand, you're much better off with a NY residency when it comes to medical school applications. Change at your own risk.
I know that the statistics favor being in applicant at a NY school. However, based on the average GPA and MCAT scores for students accepted to UCI, UC Davis, or UCSD, in addition to EC's and so forth... my pre-medical advisor and myself feel that I will have a chance to be a competitive applicant. I most likely will not be a competitive applicant for either UCLA or UCSF. But if I could go to UCSD or UCI, I think I would be selling myself a little bit short by settling for SUNY Buffalo (nothing against Buffalo students).

Furthermore, I do want to spend the rest of my life in CA. So even if I get rejected by state schools, USC or Loma Linda would both be two of my top choices. So even though those schools do not have residency requirements or preferences, I don't think it hurts to start working my way to being considered a resident by the state. Leaving the state of CA for medical school is a second option for me, but not something I want to do if I can avoid it. However, I'm well aware that I'm decreasing my chances of admission to a state university by claming CA residency and relinquishing my ties with NY.
 
I technically live in on campus apartments, but if I choose to live in the same residence for consecutive years, I am not required to move out during the summer. In addition, before I lived on campus, I did live off campus while going to community college for one year.

I worked part time for a period of about 6 months making roughly minimum wage at a coffee shop. To my knowledge, if you make under a certain amount of money, you are not required to pay the California state income tax. So, since I made very little money, I did not pay any California state income taxes.

Given my current courseload and research/volunteering, I have absolutely no time for a job. And quite honestly, I don't want to get a job if it means that I will suffer academically. However, after I apply to medical school I will have a year off, and I would be willing to work full time for that year. However, I don't know how that will help me, because at the time of applying, I will technically not have paid any CA taxes. However, at the time of matriculation, I would have paid CA taxes.

I go to UCR, but I did google the residency requirements for UCSD and I have come across that form. Thank you for your help!

It sounds like you have your ducks mainly in a row. The forms are filled out either on your interview day or after you've been accepted, so I would think you would have been paying CA taxes by the time you fill them out.
 
Top