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Sophia Gabriel

FAFSA household size question: Can I include boyfriend and his mother? Affects Pell Grant eligibility

I'm really stressed about my son's FAFSA results and wondering if I made a mistake on the household size. Our living situation is complicated - I have my son and daughter living with me, plus my boyfriend and his mother (who he claims as a dependent on his taxes). We all live together in the same house, but I provide most of the financial support for the household. I only reported my household as my kids and me (so 3 people), but should I have included my boyfriend and his mother too? That would have made our household size 5 people total. My son just got his financial aid package and there's ZERO Pell Grant money, just work-study eligibility. I'm worried I messed up his aid by not including everyone in our household. The SAI score seems way too high considering how much we're struggling. Should I have my son submit a correction to the FAFSA to update our household size? Would that even change his Pell eligibility at this point? Time is running out for fall semester payments!

this is tricky! fafsa rules say household members have to be people you support financially and will keep supporting during the academic year. so if you're providing more than 50% support for your bf and his mom then maybe? but if he claims his mom as his dependent on taxes that means HE supports HER not you... so confused lol

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That's exactly what's confusing me! He claims his mom for tax purposes, but my income is what actually keeps the household running. I pay most of the rent, utilities, and groceries for everyone. It's such a weird situation.

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Ezra Beard

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For FAFSA household size, the rules are specific: you include yourself, your dependent children, and other people who live with you, receive more than half their support from you, and will continue to receive that support during the award year. The key question is: Are you providing more than 50% of the financial support for your boyfriend and his mother? If so, they should count in your household size. The fact that your boyfriend claims his mother on his taxes doesn't necessarily prevent you from counting them in your FAFSA household if you're truly providing the majority of their support. Increasing your household size from 3 to 5 could significantly impact your son's SAI calculation and potentially qualify him for Pell Grant funds. I would recommend submitting a correction right away.

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Thank you! Yes, I'd estimate I'm providing about 70% of the total household support. My boyfriend works part-time and his mother gets a small social security check, but my income covers most of our bills. I'll have my son submit a correction tomorrow.

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I had something kinda similar with my stepdad who wasnt married to my mom yet but lived with us. Financial aid office told us if he wasnt legally married to my mom and wasnt my legal parent we couldnt count him. Maybe check with your schools financial aid office before changing anything??

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That's a good point. I should probably check with the financial aid office before making any changes. I don't want to make things worse!

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This is an important distinction: for the 2024-2025 FAFSA, the concept of "household size" works differently than previous years with the new SAI formula. The key factor is who you provide more than 50% support for, regardless of who claims who on tax returns. For parent households on FAFSA, you include: 1. Yourself 2. Your spouse (if applicable) 3. Your children (including the student) 4. Other people who live with you AND receive more than 50% of their support from you If you truly provide the majority of financial support for your boyfriend and his mother, they should be included. However, be prepared to document this if selected for verification. I'd recommend contacting the school's financial aid office directly before making changes, as they can run a preliminary calculation to see if the adjusted household size would impact your son's Pell eligibility.

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Aria Khan

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THIS!!!! The new FAFSA is totally different with how they calculate stuff. My daughter's aid advisor told us that household size is one of the biggest factors in the new SAI formula. OP needs to get this fixed ASAP because larger household = more aid!!!

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Everett Tutum

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I spent HOURS trying to reach someone at Federal Student Aid about a similar household question last month. The wait times were ridiculous - I kept getting disconnected after 30+ minutes of waiting. Finally used a service called Claimyr (claimyr.com) that got me through to an actual FAFSA agent in about 15 minutes. They have this video showing how it works: https://youtu.be/TbC8dZQWYNQ The agent told me that for household size questions, what matters most is who lives with you AND who you financially support by more than 50%. They said tax filing status isn't the determining factor - it's about actual financial support. Correcting our household size made a $3,500 difference in my daughter's aid package.

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Thank you for sharing this! I've been trying to call FSA for days with no luck. I'll check out that service - if changing our household size could make thousands of dollars difference, it's definitely worth getting correct information.

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Sunny Wang

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the whole fafsa system is BROKEN!!!! my nephew has 8 people in his household and still got zero pell grants. meanwhile my coworkers kid got full pell with just her and her mom. makes NO SENSE how they calculate this stuff. good luck but dont get your hopes up

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Ezra Beard

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While household size is important, it's just one of many factors in the SAI calculation. Income and assets relative to the federal poverty level for your household size are the main determining factors. The new FAFSA formula also has different income protection allowances than previous years.

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wait i'm confused do u mean 5 or 6 people? in your title u said 6 but in your post u said 5 (you, 2 kids, boyfriend, his mom)??

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Sorry for the confusion - you're right, it would be 5 total people. I think I accidentally counted wrong when I was typing out the title because I was so stressed about this whole situation.

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One more important note: If you do submit a correction, do it as soon as possible. Many schools have already allocated their institutional funds, and while Pell Grants are entitlement-based (meaning you'll get what you qualify for regardless of when you apply), other types of aid may be depleted. Also, be aware that correcting your household size may trigger verification, where you'll need to provide documentation of your support for these additional household members. This could include: - Rent/mortgage statements showing you as the primary payer - Utility bills in your name - Records of groceries and other household expenses - Proof that your boyfriend's mother lives with you But if you're providing 70% of their support as you mentioned, this change is absolutely worth pursuing and could significantly increase your son's aid eligibility.

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Thank you for the detailed advice. I'm going to gather all these documents just in case we get selected for verification. I have most of the bills in my name already, and I can print out my bank statements showing the recurring payments. I'm calling the financial aid office first thing in the morning.

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Aria Khan

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When my cousin updated her household size it took FOREVER to process the correction! Like almost 2 months!! And by then they said all the grant money was gone except for the Pell. So if u do update it DO IT NOW!!!

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I'm new here but dealing with a similar household confusion! My situation isn't quite the same but I wanted to share what I learned when I called my school's financial aid office last week. They told me that the most important thing is being able to prove you provide more than 50% support if you get selected for verification. They also mentioned that even if you fix the household size, it might not guarantee Pell eligibility depending on your income level - but it's definitely worth trying since household size is such a big factor in the new SAI formula. One thing that helped me was making a simple spreadsheet showing all monthly expenses and who pays what percentage. That way if they ask for documentation later, you have it organized already. Good luck getting this sorted out before fall semester!

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