Application for Financial Assistance 2021

Application for Financial Assistance 2021
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BJE's Financial Assistance Policy

Parent/s /Guardian/s are required to request financial assistance in writing Applicants must completed the 'Application for Financial Assistance 2021' .

Applicant/s are required to return the document within 14 days for consideration. The application will be reviewed by a BJE Committee to determine success or failure.

The Applicant/s will be advised of the outcome

Identification of Financial Hardship

BJE identifies financial hardship as a genuine inability to meet your financial commitments, rather than an unwillingness to do so. Financial hardship can result from a number of factors including, but not limited to:

•     Loss of employment by the Applicant or a family member;

•     Family breakdown;

•     Illness, including physical incapacity, hospitalisation, or mental illness of the Applicant or a family member;

•     A death in the family; or

•     A temporary reduction of the Applicant's income through unemployment.
Before completing this document, please note the following:

•    Please complete every section of this application and attach all required information.

•    If you are unable or unwilling to provide any information, please contact the BJE Business Manager (phone 02 9365 7900, or email feesupport@bje.nsw.edu.au)

•    Where these is insufficient space, please attach a schedule showing full details.

The contents of this application will be treated as STRICTLY CONFIDENTIAL, they will be made available only to the BJE Financial Assistance Committee for exclusive use in relation to the BJE subsidy scheme.
Please read with care and in detail to understand your obligations associated with this application for Financial Assistance.

BACKGROUND TERMS AND CONDITIONS

•     This application is valid for 2021 only.

•     All required information must be included and questions answered in detail, or the application will not be considered, and full fees will remain due and payable.

•     Please note that funds provided for financial assistance are made available in part by the Jewish Communal Appeal (JCA).

•     Financial assistance is intended to be supplied only in cases of genuine financial hardship.

•     You are required to advise BJE immediately if your income or circumstances as detailed in your application are materially altered.

•     Financial assistance is granted based on the veracity of the information supplied. It is recoverable in the event of a change of circumstances making repayment possible, or in the event that false or misleading information is found to have been supplies or material information omitted, in which case any and all financial assistance may become repayable in full.

•     In a case where more than one person is responsible for the child/children, each such person must sign this application.

B. STUDENT DETAILS
Name of Student 1 *

First Name Surname
Date of Birth of Student 1 *

Day Month Year
Student 1's Year at School *
School Attended by Student 1 *
Please enter the school's full name (NO ABBREVIATIONS)
Program(s) wishing to enrol in *
Please enter the name of the BJE subject AND the name of the school where they wish to attend the class(es)
Is there a Student 2? *

Yes No

Name of Student 2 *

First Name Surname
Date of Birth of Student 2 *

Day Month Year
Student 2's Year at School *
School Attended by Student 2 *
Please enter the school's full name (NO ABBREVIATIONS)
Program(s) wishing to enrol in *
Please enter the name of the BJE subject AND the name of the school where they wish to attend the class(es)
Is there a Student 3? *

Yes No

Name of Student 3 *

First Name Surname
Date of Birth of Student 3 *

Day Month Year
Student 3's Year at School *
School Attended by Student 3 *
Please enter the school's full name (NO ABBREVIATIONS)
Program(s) wishing to enrol in *
Please enter the name of the BJE subject AND the name of the school where they wish to attend the class(es)
Is there a Student 4? *

Yes No

Name of Student 4 *

First Name Surname
Date of Birth of Student 4 *

Day Month Year
Student 4's Year at School *
School Attended by Student 4 *
Please enter the school's full name (NO ABBREVIATIONS)
Program(s) wishing to enrol in *
Please enter the name of the BJE subject AND the name of the school where they wish to attend the class(es)

C. REASON(S) FINANCIAL ASSISTANCE IS REQUIRED
Please advise here why financial assistance is required *
Self Assessment: Please indicate the contribution you can make towards your child(rens) education per term *
Per term

D. MONTHLY INCOME AND EXPENDITURE

Monthly Income (after tax)

Note: monthly income MUST be disclosed or this Application will not be considered. ALL sources of income should be disclosed.
Salary/wages (family total) *
monthly amount
Pension
monthly amount
Social Security payment
monthly amount
Maintenance (family law)
monthly amount
Other
monthly amount
Details of other income *
INCOME - MONTHLY TOTAL
Monthly Expenditure
Rent / Mortgage Payment *
Food / clothing *
Finance commitments (car etc) *
Education expenses *
Credit card outstanding repayments *
Motor vehicle expenses *
Home expenses *
Telephone *
Health Insurance *
Other (e.g. membership fees etc)
EXPENDITURE - MONTHLY TOTAL
BALANCE (income - expenditure)

E. ASSETS AND LIABILITIES

ASSETS
House Property *
Other land / properties *
Bank - balances *
Motor Vehicles *
Household Effects *
Shares (inc private companies) *
Value of business *
Other assets *
TOTAL ASSETS

TITLE, TRUST AND CORPORATE DETAILS

Does either Applicant, or any member of their household(s), have an interest in any property, trust, and/or entity? (e.g. do they own any property not listed above, are they the benficiary of a trust, or do they have shares in a company?).

Please provide full details - if not applicable, write N/ A.

Details should include who has the interest, the name of the company or trust, what the person's relationship is to the entity (e.g. shareholder, trust beneficiary), and what asests are held by the entity. You may also provide additional information if you wish.
Title, Trust & Corporate Details (see above) *
SUPPORTING DOCUMENTS

Please attach the following document:

1. Latest income tax return for both parents/guardians
Upload your income tax return(s) here

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MOTOR VEHICLES AVAILABLE TO APPLICANT/S STUDENT/S HOUSEHOLD

Vehicle Details

Make

Model

Year

Owned/Leased/Company

Vehicle #1

Vehicle #2

Vehicle #3

Vehicle # 4

Vehicle #5

F. BACKGROUND INFORMATION
Is anyone else able to assist with fee payments (e.g. family members)? *

Yes No
Please provide full name, phone number, address, relationship, and the amount they can contribute: *
Please outline student(s) household structure e.g. mother, father, step-parents, de facto, number of children, etc. *
Has the applicant, his/her partner, or any child in the Applicant's family travelled overseas during the last 12 months, or is overseas travel planned in the next 12 months? *

Yes No
Please provide details of the overseas travel: *

Details of school-age children at home:

Name

School Year/Grade

School Attended

Custodial Situation

Child #1

Child #2

Child #3

Child #4

Child #5

Child #6

Any other comments:
File Upload

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G. DECLARATION

1. My/our names is/are {nameOf3} and {nameOf204} and I/we am/are the Applicant(s) for Financial Assistance in this form.

2.    I/we hereby declare that all information given in this form (including any attachements) is true, accurate and complete to the best of my/our knowledge.

3.    I/we have read and agree to be bound by all Background Terms and Conditions outlined in this Application, either direct or implied.

4.    I/we also understand and agree that should it be proven that I/we have intentionally misled BJE by giving false information, omitting information or making inaccurate declarations, this Application will be rendered null and void and I/we will be personally liable for payment to BJE for any and all financial assistance provided by BJE to or for the benefit of my child/children.

5.    I/we agree that any material change in circumstances will be advised promptly to BJE in writing.

6.    I/we acknowledge that I/we are jointly and severally liable for all expenses (including, but not limited to, fees, charges, and levies) incurred by the child(ren) the subject(s) of this application attending classes, camps, or activities run or organised by BJE.

7.    I/we agree that BJE may verify the relevant information provided with any relevant party and conduct any searches it sees fit in order to determine the accuracy of this Application

8.    I/we acknowledge that any financial assistance provided or granted by BJE shall be payable on demand by BJE in the event of a change of circumstances making repayment possible, or in the event that false or misleading information or an inaccurate declaration is found to have been supplied or relevant information omitted.

9.    BJE collects personal information in accordance with the Privacy Act and Australian Privacy Principles. Personal information is collected and used for the purpose of assessing my/our application for financial assistance and to contact me/us regarding the application and/or financial assistance. BJE may also collect sensitive information, including health information, and use that information for the purposes set out above. By submitting this application, I/we consent to BJE collecting this information. If BJE does not collect this personal information, BJE may not be able to contact me/us or assess my/our application. BJE's Privacy Policy contains information about how I/we can gain access to the personal information that BJE holds about me or my child/children, or seek correction of that personal information. It also contains information about how to make a privacy complaint and how BJE will deal with it.

10.    I/we acknowledge that, other than with the written approval of the BJE, CEO or appointed representative, unless all information requested in this application has been provided and all questions answered accurately, in detail and in a timely manner, BJE reserves the right to reject and not consider this Application and full fees will remain due and payable.

11. I/we acknowledge that, until written advice to the contrary is received, full fees will remain due and payable, notwithstanding any financial assistance that may have been previously provided.
Signature of Applicant 1 *

Clear
Signature of Applicant 2 *

Clear
Should be Empty:

Application for Financial Assistance 2021

A. APPLICANT DETAILS

B. STUDENT DETAILS