INSTRUCTIONS FOR GOLDWATER SCHOLARS
Duration of Awards
Depending upon the availability of funds, it is the intent of the Goldwater Foundation to support junior-level scholarships for a maximum of two academic years (4 semesters) and senior-level scholarships for a maximum of one academic year (2 semesters). Renewal for junior-level Scholars will be in accordance with the regulations established by the Foundation’s Board of Trustees and will be subject to an annual review by an authorized official of the institution that certifies:
• The Scholar is a full-time student and is taking a course of study, training, or other educational activities to prepare for a research career in mathematics, the natural sciences, or engineering.
• The Scholar is not engaged in gainful employment that interferes with the scholar’s studies.
• The Scholar is in good academic standing.
Upon application to the Foundation, a Scholar may seek postponement of his or her award for health reasons or other mitigating circumstances.
Important Dates for Scholarship Recipients
• Submission of Award Acceptance Form (AAF): 2nd Friday in May
• Submission of Direct Deposit/Electronic Funds Transfer Form (DD/EFT): Last Friday in May
• Submission of Payment Request Form (PRF): Last Friday in July (disbursement of awards will occur at the end of August)
Payment of Awards
A Goldwater Scholar is eligible for funding at the start of the Fall of his or her award year. To receive a scholarship payment, each Goldwater Scholar must submit the three forms found below.
• AWARD ACCEPTANCE FORM (AAF): This form indicates your acceptance of the Goldwater award and the conditions associated with the award. Activation of this link will take you to your on-line Goldwater account. Please log into your Goldwater account and then complete the form.
• DIRECT DEPOSIT/ELECTRONIC FUNDS TRANSFER FORM (DD/EFT): The Foundation is required to make all payments by electronic funds transfer. Scholarship funds can only be deposited into the checking or savings account of the Goldwater awardee. The Treasury Department will not make payments to investment accounts or to an account not bearing your name. Providing your name is on the account, a joint checking or savings account is allowed. Unless your name is on the account, do not use the bank account of a parent(s) or a significant other. Custodial accounts are acceptable if you are the primary account holder.
Complete all sections on Direct Deposit/EFT Form (DD/EFT E&CF). Your name must match the name listed on your Social Security card, otherwise the U.S. Treasury will not process your payment! For the account you are using, scan a voided check with your name on it (handwritten if not imprinted) for the bank account you are using or scan an account verification form for your account (obtained from your bank) to a PDF file.
Transmit both your electronically signed DD/EFT form and the PDF of your scanned VOIDED check as email attachments to Ms. Judy Zang at firstname.lastname@example.org. Use the free email encryption service SENDINC to email us your materials https://www.sendinc.com. As it is generally not encrypted, regular email should not be used to send these materials!
The deadline for receipt of the DD/EFT form is the last Friday in May. Unless prior permission has been granted by the Foundation, failure to meet this deadline will result in a forfeiture of the funds associated with your scholarship.
• PAYMENT REQUEST FORM (PRF): The Foundation will determine the amount of your scholarship based on your college expenses and educational support (scholarships, grants, etc.) Expenses covered by the scholarship include: tuition, mandatory fees, books ($1000 is the amount allocated for all students), and room and board.
Payments from the Goldwater Foundation supplement, but do not duplicate, benefits from other sources. In other words, the financial benefits from all sources combined may not exceed the cost of tuition, fees, books, and room and board for an academic year at your institution. Should a Goldwater Scholar’s academic status change during an academic year, the Scholar must notify the Goldwater Foundation promptly of these changes (see Goldwater Payment Policies below).
Do not submit your PRF until the cost-of-attendance has been set by your institution for the upcoming academic year. For most institutions, this is typically early June. The deadline for receipt of the PRF is the last Friday in July. Unless prior permission has been granted by the Foundation, failure to meet this deadline will result in a forfeiture of the funds associated with your scholarship.
As early in the summer as possible but after your university has posted its cost-of-attendance for the new academic year, Scholars should submit the PRF form to their Financial Aid Officer (FAO) as an email attachment. The FAO should send the completed PRF form as an email attachment to either the student or Ms. Judy Zang at email@example.com. NOTE, the deadline for the FAO or student to have the PRF to the Goldwater Foundation is the last Friday in July!
For students who receive a Goldwater scholarship in their sophomore year of college, a Payment Request Form is required for each year of eligibility.
Goldwater Payment Policies
“Last Dollar in Policy”
At the time the amount of a Goldwater scholarship is calculated and awarded, it is to be considered the student’s last financial award for the academic year for which the Goldwater scholarship is being awarded. All school scholarships, fellowships, tuition waivers, basic educational opportunity grants and community, corporate professional and other similar awards the student has at that time must be included (exclude family, Veteran’s Administration, loans, work-study, research stipends, or the student’s own employment). After the amount of the Goldwater scholarship is determined, no institutionally-controlled scholarship, fellowship, grant or other such type of award may be reduced to offset the Goldwater scholarship. Should a college/university reduce an institutionally-controlled award, the institution will be placed on probation by Goldwater. During the probation, students from the institution may be nominated for a Goldwater scholarship. Should a student be named a Scholar, the student will be recognized as a Scholar but no scholarship support will be provided.
Scholarship Support Received After the Goldwater Scholarship is Determined for an Academic Year
After the amount of the Goldwater scholarship is calculated and awarded to a student, additional scholarships or financial awards received for that year do not have to be reported to the Goldwater Scholarship Foundation. If the new award is a multi-year award and if the student has a two-year Goldwater award, the new award should be reported in a student’s second PRF.
Change in Academic Status
Should a Goldwater Scholar’s academic status change during the course of an academic year (e.g., early graduation, failure to maintain good academic standing), this change in status must be reported to the Goldwater Foundation. A change in status may require the Scholar to reimburse the Foundation for all or part of the Scholar’s Goldwater award.
Scholars may opt to study abroad during an academic term, but their Goldwater funding will be based on their U.S. institution’s educational expenses. Scholars must consult with the Foundation prior to signing up for an overseas program, as some costs associated with being overseas cannot be covered.
Students who wish to study abroad during the summer may request that Goldwater funds be used for this purpose. The student must submit a request to the Foundation that outlines the proposed course of study, credits granted, all other awards that would apply to the summer term, etc. Only standard expenses covered by the Goldwater award are considered. Travel and related expenses (visas, shots, etc) are NOT covered. The maximum allowance for eligible expenses is 1/3 of award or $2500. Requests are reviewed and granted on a case-by-case basis. Students interested in studying abroad need to contact the Foundation office to discuss funding well in advance of the study abroad experience.
Annual Report Instructions
After graduation, all Goldwater Scholars are required to submit four annual reports. However, the Foundation has a continuing interest in your progress and must maintain a current address on file to reach you, if necessary. Please continue to update your address with us as you advance in your chosen career.
For those scholars filing reports:
- The first report is due the year after you graduate, not the same year you graduate.
- You may send an additional report upon graduation if you choose.
- The year you were selected must be put on all correspondence.
- Highlight any additional awards or honors you receive.
- Update your graduate school progress, employment, research, and other personal and professional activities.
Annual reports and correspondence may be submitted by fax, mail, or e-mail:
Judy Zang, Administrative Officer
Barry Goldwater Scholarship and Excellence in Education Foundation
2121 Eisenhower Ave., Suite 402
Alexandria, VA 22314
Report Format Example:
Full Name (Maiden name if different)
Year Selected as Scholar
Address and Zip Code
School Attending When Selected
Barry M. Goldwater Scholarship Foundation
2121 Eisenhower Avenue, Suite 402
Alexandria, VA 22314-4688
Dear President Mateja:
(Insert your report information here.)…