OOS tuition to IS tuition residency

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wya2020

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I’m going to an OOS program but applying to be IS after my first year which will alleviate some of the financial burden as I’ll be eligible for in-state tuition. Why isn’t this an option more people take? Or is it not an option at every program?

what should I be prepared for with this process to ensure I’m not denied IS tuiton later on?
 
Unless your school has some kind of specific special tuition program, that generally does not happen. Residency status prior to matriculation determines tuition for the four years of medical school. If not every student would pay IS tuition for years 2, 3, and 4. Most everyone will have financial burden in med school.
 
Unless your school has some kind of specific special tuition program, that generally does not happen. Residency status prior to matriculation determines tuition for the four years of medical school. If not every student would pay IS tuition for years 2, 3, and 4. Most everyone will have financial burden in med school.

It's state dependent. Some state schools have avenues that allow you to establish residency after matriculation (by purchasing property or meeting some other criteria), some don't.
 
I’m going to an OOS program but applying to be IS after my first year which will alleviate some of the financial burden as I’ll be eligible for in-state tuition. Why isn’t this an option more people take? Or is it not an option at every program?

what should I be prepared for with this process to ensure I’m not denied IS tuiton later on?

You need to look into the criteria for your school and state. Some states allow you to establish residency after matriculation, some don't.
 
My understanding (anecdotal from several people) is that for the SUNY schools, it's common to get IS for years 2,3,4. Appreciate input on this from those with direct knowledge.
 
My understanding (anecdotal from several people) is that for the SUNY schools, it's common to get IS for years 2,3,4. Appreciate input on this from those with direct knowledge.

Google is your friend.

"Establishing a domicile in New York requires an affirmative decision to adopt New York as ones permanent home. Your intent to remain in New York State after completing your studies implies this as well. Proof of New York State domicile is demonstrated by documents which support your contention that your permanent home is located in New York State."

"We highly recommend that within your first few months in New York State, you apply for your NYS driver's license or non-driver identification card, motor vehicle registration and voter registration card. Listed below are documents to qualify for NYS Residency.

  1. Duration of the student's physical presence in New York State
  2. NY State driver's license or non-driver identification card
  3. NY State voter registration card
  4. NY State residential rental lease for the 12-month period prior to application AND the 12 month lease period going forward (without any gaps)
  5. NY State motor vehicle registration"
 
Google is your friend.

"Establishing a domicile in New York requires an affirmative decision to adopt New York as ones permanent home. Your intent to remain in New York State after completing your studies implies this as well. Proof of New York State domicile is demonstrated by documents which support your contention that your permanent home is located in New York State."

"We highly recommend that within your first few months in New York State, you apply for your NYS driver's license or non-driver identification card, motor vehicle registration and voter registration card. Listed below are documents to qualify for NYS Residency.

  1. Duration of the student's physical presence in New York State
  2. NY State driver's license or non-driver identification card
  3. NY State voter registration card
  4. NY State residential rental lease for the 12-month period prior to application AND the 12 month lease period going forward (without any gaps)
  5. NY State motor vehicle registration"
Right, that doesn't sound like anything that would restrict getting IS tuition for years 2,3,4. Just a bunch of hoops. Thanks for posting. @Dr.SPAC3MAN was suggesting it's not common.
 
Right, that doesn't sound like anything that would restrict getting IS tuition for years 2,3,4. Just a bunch of hoops. Thanks for posting. @Dr.SPAC3MAN was suggesting it's not common.
Correct. It's just that a lot of states, to prevent us doing exactly what we would all like to do, do not allow any of the usual rules to apply while you are a full time student. This is why you are locked into whatever your state of residence was at the time of matriculation, regardless of driver's license, voter registration, or anything else.

Maybe NY does this, and maybe it doesn't, but you need to go beyond the general rules of establishing domicile to see what qualifies you for IS med school tuition. In most states, it is more restrictive than merely becoming a resident, which, after all, we all are while living in a place for 4 years!!
 
a program I was looking at says:

In general, Arizona domicile occurs when a financially independent person has been physically present in Arizona for at least a year with the clear and convincing intention of making Arizona their permanent home BEYOND THE CIRCUMSTANCES OF BEING A STUDENT.

Would a drivers license, rental, etc still be enough to get residency?
 
Correct. It's just that a lot of states, to prevent us doing exactly what we would all like to do, do not allow any of the usual rules to apply while you are a full time student. This is why you are locked into whatever your state of residence was at the time of matriculation, regardless of driver's license, voter registration, or anything else.

Maybe NY does this, and maybe it doesn't, but you need to go beyond the general rules of establishing domicile to see what qualifies you for IS med school tuition. In most states, it is more restrictive than merely becoming a resident, which, after all, we all are while living in a place for 4 years!!
Being a full time student typically implies not financially independent for undergrad. Many states do qualify residency through continued domicile in-state and financially independence- not receiving funds from parents nor being claimed on someone else’s taxes as a dependent (which many med students can be up to the age of 26).
 
a program I was looking at says:

In general, Arizona domicile occurs when a financially independent person has been physically present in Arizona for at least a year with the clear and convincing intention of making Arizona their permanent home BEYOND THE CIRCUMSTANCES OF BEING A STUDENT.

Would a drivers license, rental, etc still be enough to get residency?
I don't believe so. Consistent with many other states, "beyond the circumstances of being a student" would mean there is nothing you can do to get residency while a full time student. The answer in such states is normally to take a one year break from school (a gap year, for example) and get a full time job in order to establish residency.
 
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Being a full time student typically implies not financially independent for undergrad. Many states do qualify residency through continued domicile in-state and financially independence- not receiving funds from parents nor being claimed on someone else’s taxes as a dependent (which many med students can be up to the age of 26).
True, but, whether or not you are financially independent does not matter if they do not offer residency for full time grad students (e.g., medical students). It's a specific carve out just to make sure that people from OOS who come for school do not become IS after one year. Most states have this, but some don't.
 
I’m going to an OOS program but applying to be IS after my first year which will alleviate some of the financial burden as I’ll be eligible for in-state tuition. Why isn’t this an option more people take? Or is it not an option at every program?

what should I be prepared for with this process to ensure I’m not denied IS tuiton later on?
I highly recommend reaching out to your programs registrar’s office as they will have the info needed regarding the process and documentation required to switch to in state tuition, if it is allowed. The registrar’s office typically handles matters of enrollment and interpreting state statutes and guidelines. If this path is indeed allowed, they will be able to provide guidance as many students will have likely done this before. Additionally, they will know all the deadlines associated with this process as well as any appeals process should the determination not go as planned.

As others have mentioned, this typically is not allowed at most programs and in most states. I know of one program that does allow OOS students switch to IS after one year but it is definitely the exception and not the rule. As others mentioned, generally one’s residency status is determined at the time of application/enrollment and is not adjusted. In my state if someone is OOS, even if they buy property or get married to someone who is IS, they would not have their status adjusted as their original purpose of attending was for school and not other purposes.
 
a program I was looking at says:

In general, Arizona domicile occurs when a financially independent person has been physically present in Arizona for at least a year with the clear and convincing intention of making Arizona their permanent home BEYOND THE CIRCUMSTANCES OF BEING A STUDENT.

Would a drivers license, rental, etc still be enough to get residency?

I remember when I interviewed there, I spoke to an OOS student who had established residency by buying a house. I would check with your school before doing that (not every student has the financial means to do so, of course), but it is an n=1.
 
The school required I prove “financial indepdence”; however, my parents filed me as a dependent on their taxes for this year...does that mean, even if I was working a job and on full scholarship while in undergrad in 2020, I would not be showing financial independence?

The office said they couldn’t give me a clear answer but it factors v heavily into my decision. I don’t want to be declined IS later on and pay OOS all four years
 
The school required I prove “financial indepdence”; however, my parents filed me as a dependent on their taxes for this year...does that mean, even if I was working a job and on full scholarship while in undergrad in 2020, I would not be showing financial independence?

The office said they couldn’t give me a clear answer but it factors v heavily into my decision. I don’t want to be declined IS later on and pay OOS all four years
Correct, if you are listed as a dependent you cannot be considered independent. Your parent are going to have to file an amended tax return without you as a dependent but this will incur additional taxes on them as they won’t have your deductions. In all honesty, it is unlikely you will be determined to be independent if you were in school for part of the year, even if your taxes say you are independent.
 
Correct, if you are listed as a dependent you cannot be considered independent. Your parent are going to have to file an amended tax return without you as a dependent but this will incur additional taxes on them as they won’t have your deductions. In all honesty, it is unlikely you will be determined to be independent if you were in school for part of the year, even if your taxes say you are independent.
You can be financially independent and in school. You just can't be independent if you're parents are claiming you as a dependent on their tax returns.
 
Correct, if you are listed as a dependent you cannot be considered independent. Your parent are going to have to file an amended tax return without you as a dependent but this will incur additional taxes on them as they won’t have your deductions. In all honesty, it is unlikely you will be determined to be independent if you were in school for part of the year, even if your taxes say you are independent.
If I wanted to be OOS my first two years and IS my last two years, then I would file independently the next two yes. the school said I could show financial independence by working a job while in med school. Isn’t that frowned upon? The office themselves said the school will tell u not to work but it might be a means to an end. How could I show financial independence if I am financing my education through loans and not working? Don’t most students just use loans entirely?
 
You can be financially independent and in school. You just can't be independent if you're parents are claiming you as a dependent on their tax returns.
So the school could still deem me financially independent even when claimed as a dependent on taxes or no?
 
For those entering medical school in summer 2021, would we need to show ourselves as not a dependent on parent's tax returns for tax year 2020 ? Or since you wouldn't apply for IS tuition until before Y2 starts (summer 2022), it would seem we just need to make sure we aren't showing as a dependent on parent's return for the 2021 tax year. Anyone know ? Do have to be independent at matriculation or after Y1 ?
 
For those entering medical school in summer 2021, would we need to show ourselves as not a dependent on parent's tax returns for tax year 2020 ? Or since you wouldn't apply for IS tuition until before Y2 starts (summer 2022), it would seem we just need to make sure we aren't showing as a dependent on parent's return for the 2021 tax year. Anyone know ? Do have to be independent at matriculation or after Y1 ?
I know UA requires two years of financial indepdence. If you’re applying in 2022 you would need to be fin indp for just 2021
 
In NY state, the policy says that at age 24 you're deemed as independent.
I graduated undergrad in 2020. I’m asking about a program in Arizona. So the two years they’d look at would be 2020 and 2021 as I’d be applying in 2022.

I graduated May 2020, worked part of 2020, and will work 2021 until summer - will not be working in Arizona during med school tho so not sure how that affects my fin indp label
 
You can be financially independent and in school. You just can't be independent if you're parents are claiming you as a dependent on their tax returns.
I mean determined by the school to be sufficiently independent for establishing residency purposes. But you’re right, I think independent is the wrong term here. Most states have some kind of qualifier that if you are in school beyond X credits per term you cannot use it as evidence to support a claim of residency.
 
If I wanted to be OOS my first two years and IS my last two years, then I would file independently the next two yes. the school said I could show financial independence by working a job while in med school. Isn’t that frowned upon? The office themselves said the school will tell u not to work but it might be a means to an end. How could I show financial independence if I am financing my education through loans and not working? Don’t most students just use loans entirely?
I'm not familiar with the tax return stuff (I'm pretty sure your parents cannot claim you as a dependent), but you shouldn't have to work. If you are taking out max loans, and paying all of your expenses from those (this includes car insurance and phone bills), that should suffice.
 
Yes...so is that another factor dooming me to being labeled as financially dependent in this IS tuition mission?
I don’t know really but it will probably be part of the reason you are denied OOS tuition. There seems to be more reasons to deny you IS residency than approve it at the momment.
 
Because you are bigger brained than other people and no one else has ever thought of this one weird trick to save $100k.

The actual reason is the vast majority of states don’t allow this. To establish residency beforehand, you normally have to prove you moved to the new state for purposes other than education and some states have a specific duration requirement (1-2 years of residency before application or enrollment).

Ohio is one state that does allow switching to instate tuition after M1. Some other states might as well.
 
The school required I prove “financial indepdence”; however, my parents filed me as a dependent on their taxes for this year...does that mean, even if I was working a job and on full scholarship while in undergrad in 2020, I would not be showing financial independence?

The office said they couldn’t give me a clear answer but it factors v heavily into my decision. I don’t want to be declined IS later on and pay OOS all four years
Yes. Scholarships are not included in the calculation. If your parents claimed you as a "dependent," you are not, by definition, "independent"!

A child of a taxpayer can still be a “Qualifying Child” (QC) dependent, regardless of his/her income, if:
  1. He is under age 19, or under 24 if a full time student for at least 5 months of the year, or is totally & permanently disabled
  2. He did not provide more than 1/2 his own support. Scholarships are considered third party support and not as support provided by the student. Note that there is no requirement that the parent provided any support at all; only that the student didn't provide more than half his own support. The support value of the home, provided by the parent, is the fair market rental value of the home plus utilities & other expenses divided by the number of occupants.
  3. He lived with the parent (including temporary absences such as away at school) for more than half the year
 
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I graduated undergrad in 2020. I’m asking about a program in Arizona. So the two years they’d look at would be 2020 and 2021 as I’d be applying in 2022.

I graduated May 2020, worked part of 2020, and will work 2021 until summer - will not be working in Arizona during med school tho so not sure how that affects my fin indp label
Wait a minute, I thought you had another post about two acceptances and not wanting to PTE by Friday. So you haven’t even applied yet, let alone have two acceptances? 😳🤔
 
Wait a minute, I thought you had another post about two acceptances and not wanting to PTE by Friday. So you haven’t even applied yet, let alone have two acceptances? 😳🤔
I have to prove two years of financial independence prior to applying for in state tutition at UA. I have been accepted to UA. I would start in fall of this year and apply in summer of 2022 for in state residency. I would pay OOS tuition my first year.

I gained multiple acceptances, narrowed it down to two acceptances (UA and my instate school), and posted a question about clarifying the issue of finances. No need for hostility. Thank you.
 
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