In-State Residency For Tuition Surcharge Purposes
Students are classified as residents under one of the following four sections: C-1, C-2, C-3, or C-4 of the Ohio Board of Regents Guidelines. If you do not qualify for residency under one of these four areas, you may qualify under one of the exceptions to the general rules of residency. For more information, check Exceptions.
C-1 of the O.B.R. guidelines states this classification is for:
"A student whose spouse, or a dependent student, at least one of whose parents or a legal guardian, has been a resident of the state of Ohio for all other legal purposes for 12 consecutive months or more immediately preceding the enrollment of the student in an institution of higher education."
This classification is for a person who has been claimed by either a parent or legal guardian as a dependent on that person's Internal Revenue Service tax filing for the previous year. Or the spouse of a person who has lived in and paid taxes to Ohio for the previous 12 consecutive months.
C-1 minimum documentation required:
- Submit a sworn affidavit from the spouse, parent, or legal guardian living in Ohio that includes the following information:
- Student's name and last four digits of social security number
- Dates parent or spouse has lived in Ohio
- Number of years parent or spouse has paid taxes in Ohio
- Whether or not at least one parent or spouse has claimed the student as a dependent for tax purposes in the previous year.
- Submit a copy of parent, spouse, or legal guardian's federal tax return showing the student was claimed as a dependent in the most recent tax year.
- If you are dependent upon a spouse, submit a copy of a marriage certificate.
- Residency Petition form
C-2 of the O.B.R. guidelines states this classification is for:
"A person who has been a resident of Ohio for all other legal purposes for at least 12 consecutive months immediately preceding his or her enrollment in an institution of higher education and who is not receiving, and has not directly or indirectly received in the preceding 12 consecutive months, financial support from persons or entities who are not residents of Ohio for all other legal purposes."
This classification is for a person who is claiming to be financially independent of anyone else unless they have a spouse who is also living in Ohio. A person must prove that they have maintained a physical presence and domicile in Ohio for the 12 months preceding the semester they would like to be classified as a resident. The person must also prove they have transferred all items of registration to Ohio. The person must finally show that they have been financially self-sustaining on eligible Ohio income and have not received financial support from persons or entities outside of Ohio, during the 12 months preceding the semester they would like to be reclassified as a resident.
C-2 minimum documentation required:
- Proof of Ohio domicile:
- Signed copy of rental agreement or lease.
- Copy of Closing statement on a home.
- If living with someone, a sworn affidavit from the owner of the residence certifying that you reside at that residence and the date you began living there.
- Sources of financial independence which can include any of the following that apply to you.
- Employment verification on letterhead or paystub
- Financial aid award letter
- Student loans (must be in student's name only)
- Public assistance
- Spouse's employment
- Or any other source not listed above (Note: Your sources of available funds need to be in excess of your financial obligations)
- Copy of Ohio driver's license.
- Residency Petition form
*Large deposits in checking or savings accounts may require proof of source(s) of deposit.
C-3 of the O.B.R. guidelines states this classification is for:
"A dependent child of a parent or legal guardian, or the spouse of a person, who as of the first day of a term of enrollment, has accepted full-time, self-sustaining employment and established domicile in the State of Ohio for reasons other than gaining the benefit of favorable tuition rates."
This reclassification is for a person who has been claimed for tax purposes in the previous year by a parent or legal guardian and that person has not lived in Ohio for 12 months. The spouse, parent, or legal guardian has to accept and begin full-time employment and establish a domicile in Ohio before the semester begins in order for the student to qualify. (Note: Two part-time jobs or any combination cannot be used to constitute one full-time position. This residency is based upon one full-time employment position only.) Note: Students who marry an Ohio resident after their initial enrollment may apply under C-1 if the spouse has lived in Ohio for 12 months.
C-3 minimum documentation required:
- A statement on company letterhead or a sworn affidavit from the employer of the employee's representative that includes:
- The name of the employed person
- Date the employment began
- Whether the person is full-time /their yearly wage/salary
- A copy of the lease under which the parent or spouse is the lessee and occupant of rented residential property in the state; or, a copy of the closing statement on residential real property located in Ohio of which the parent or spouse is the owner and occupant; or, if the parent or spouse is not the lessee or owner of the residence in which he or she has established domicile, a sworn affidavit from the owner of the residence certifying that the parent or spouse resides at that residence.
- In addition to the above, a letter from the parent verifying the dependent status of the student (see documentation for C-1 above) or a copy of a marriage certificate.
- Residency Petition form
C-4 of the O.B.R. guidelines states: "A veteran, and the veteran’s spouse and any dependent of the veteran, who meets both of the following conditions (1 and 2):
- The veteran either
- Served one or more years on active military duty and was honorably discharged or received a medical discharge that was related to the military service OR
- Any deceased veteran or veteran declared to be missing in action or a prisoner of war.
- If the veteran seeks residency status for tuition surcharge purposes, the veteran has established domicile in this state as of the first day of term of enrollment. If the spouse or a dependent of the veteran seeks residency status for tuition surcharge purposes, the veteran and the spouse or dependent seeking residency status have established domicile in Ohio as of the first day of a term of enrollment. If the veteran was killed while serving on active military duty or has been declared to be missing in action or a prisoner of war, only the spouse or dependent seeking residency status shall be required to have established domicile."
C-4 Minimum Documentation Required:
Dependents: (spouse or children) are eligible for in-state tuition if 1 & 2 above are met and:
- DD214 - Need to be able to prove Honorable Discharge or Medical Separation with 1-Year of Active Service. They should be able to document this service through a Form DD214 which will indicate the length and character of their service.
- Proof of Ohio Domicile: Need to prove domicile in Ohio as of the first day of enrollment. As now, they can do this with a lease, mortgage, or sworn affidavit from roommate/parents/occupants, etc. stating that the veteran is living at an address in Ohio.
- Marriage Certificate: A spouse would have to provide proof of marriage.
- Proof of dependent status: Dependent children would have to provide proof of dependent status as provided by the veteran parent's IRS tax filing for the previous year [dependent as defined in Administrative Rule 3333-1-01(B)(5)].
- Spouse or dependents of veterans must also be domiciled in Ohio as of their first day of enrollment. In cases where the veteran was Killed in Action (KIA), Missing in Action (MIA), or Prisoner of War (POW), only the spouse or dependent need be domiciled in Ohio. In those cases the spouse or dependent will provide official documentation of KIA, MIA, or POW status.
NOTE: The residency officer has the right to request additional documentation and authority to make the final determination on whether a qualified veteran or a dependent of a veteran ultimately meets the residency requirement and qualifies for in-state tuition rates.