In-State Residency Exceptions

The following exceptions to the general residency rules allow a person to be classified as a resident of the State of Ohio for tuition subsidy surcharge purposes. Complete explanation and requirements of each type of residency exception can be obtained by contacting the Registrar's Office.

Click here for the complete E-1 guidelines in Adobe "pdf" format (new window)

 

E-1 Residency
Based upon employment for part-time students

E-1 of the O.B.R. guidelines state:

"A person who is living and gainfully employed on a full-time or part-time self-sustaining basis in Ohio and who is pursuing a part-time program of instruction at an institution of higher education shall be considered a resident of Ohio for these purposes."

E-1 Residency applies to:

• Persons who are residing and gainfully employed on a self-sustaining basis in Ohio,and who are pursuing a part-time program of instruction Part-time enrollment for undergraduate students is less than 12 credit hours, for Graduate students, less than 10 credit hours.
  
• Persons who have resided in Ohio less than 12 consecutive months and have moved to Ohio for employment purposes.
  
• Non-resident students who have lived in Ohio more than 12 months and are working to financially emancipate themselves from non-Ohio parents.
  
  
  Self-sustaining is defined as:
  
• A minimum of $3,600 earned in a 12 week period based on the planning guidelines utilized by the Office of Student Financial Aid.
  
• The employment must begin and be self-sustaining before the first day of the quarter a person seeks to qualify for E-1 residency.
  
• A student must be able to cover all living expenses solely with their employment income to qualify for this form of residency. Only taxable income from an employer will be considered.
  
• Any form of loans, financial aid, V.A. benefits, social security, and/or gifts of money from family members or friends (even if Ohio residents) will not be considered to meet the $3,600 minimum income requirement .
  
  
  IMPORTANT - PLEASE NOTE:
  
  
• Students must apply every quarter for E-1 classification.
  
• Students who have received E-1 classification DO NOT automatically convert to regular resident status after living in Ohio for 12 months. Students must complete an "Application for Resident Re-Classification" (See C-2 Residency Guidelines) after his/her 12 month review period.
  
  

E-1 Minimum Documentation Required

1. Letter from the student's employer on official company stationary or a notarized letter that indicates:

(a) Student's name and last four digits of social security number
(b) Quarter for which the student is applying for E(1) residency
(c) Date employment began
(d) Number of hours student is working per week
(e) Rate of pay per hour

2. Three of the student's most recent pay stubs. If the student's employment income includes wages such as tips, the tips must appear on the pay stubs as taxable income.

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E-2 Residency
For active duty military personnel

E-2 of the O.B.R. guidelines:

"A person who enters and currently remains on active duty status in the United States military service while a resident of Ohio for all legal purposes and his or her dependents shall be considered residents of Ohio for these purposes as long as Ohio remains the state of such person's domicile."

E-2 Residency applies to:

• A person who entered active duty military status as a resident of Ohio and is returning to Ohio after being discharged.
  
  
• A person who entered active duty military status as a resident of Ohio, and their spouse or dependent child, would like to return to Ohio and attend OSU while they are still on active duty military and not living in Ohio.

E-2 Minimum Documentation Required

Please submit either item 1 or 2 AND 3 if you're a dependent:

1. Verification of Ohio Home of Record (at least one of the following):

a) Enlistment papers

b) DD214 (discharge papers)

c) State of Legal Residency Form dated at least 12 months prior to intended enrollment

d) Letter from the base personnel officer verifying Ohio Home of Record


2. W-2 and/or most recent Leave and Earnings Statement (LES) .

3. (For Dependents Only) - In addition to 1 or 2:

1. Submit a sworn affidavit from the spouse, parent, or legal guardian living in Ohio that includes the following information:

a) Student's name and last four digits of social security number.
b) Dates parent or spouse has lived in Ohio.
c) Number of years parent or spouse has paid taxes in Ohio.
d) Whether or not at least one parent or spouse has claimed the student as a dependent for tax purposes in the previous year.

2. Copy of marriage certificate (for spouse only)

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E-3 Residency
For active duty military personnel stationed in Ohio

E-3 of the O.B.R. guidelines state:

"A person on active duty status in the United States military who is both stationed and residing in Ohio (and their dependents) shall be considered a resident of Ohio for tuition purposes."

E-3 Residency applies to:

• A person, or his/her spouse or dependent child, who is stationed in Ohio on active duty military.
  

E-3 Minimum Documentation Required

1. A copy of student/parent/legal guardian's current active duty permanent change of station military orders verifying military transfer.

2. (For Dependents Only) :

1. Submit a sworn affidavit from the spouse, parent, or legal guardian living in Ohio that includes the following information:

a) Student's name and last four digits of social security number.
b) Dates parent or spouse has lived in Ohio.
c) Number of years parent or spouse has paid taxes in Ohio.
d) Whether or not at least one parent or spouse has claimed the student as a dependent for tax purposes in the previous year.

2. Copy of marriage certificate (for spouse only)

 

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E-4 Residency
For Ohio residents transferred outside of the United States by their employer

E-4 of the O.B.R. guidelines state:

"A person who is transferred by his/her employer beyond the territorial limits of the fifty states of the United States and the District of Columbia while a resident of Ohio for all other legal purposes, and dependents, shall be considered a resident of Ohio for these purposes as long as Ohio remains the state of such person's domicile and as long as such person has his/her their tax liability to the State of Ohio for at least the tax year preceding enrollment."

E-4 Residency applies to:

• A person, his/her spouse, or dependent child, who would like to return to Ohio and attend OSU when they have not lived in Ohio for the previous 12 consecutive months.
  

E-4 Minimum Documentation Required

Please submit 1, 2, AND 3 if you are a dependent:

1. Statement on employer's letterhead indicating the employee was an Ohio resident at the time of being transferred.

2. Copy of employee's Ohio tax return for the previous year (self-prepared returns are not acceptable)

3. (For Dependents Only) - In addition to 1 or 2:

1. Submit a sworn affidavit from the spouse, parent, or legal guardian living in Ohio that includes the following information:

a) Student's name and last four digits of social security number.
b) Dates parent or spouse has lived in Ohio.
c) Number of years parent or spouse has paid taxes in Ohio.
d) Whether or not at least one parent or spouse has claimed the student as a dependent for tax purposes in the previous year.

2. Copy of marriage certificate (for spouse only)

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E-5 Residency
For migrant workers

E-5 of the O.B.R. guidelines state:

"A person who has been employed as a migrant worker in the State of Ohio and his/her dependents shall be considered a resident for these purposes provided such a person has worked in Ohio at least four months during the three years preceding the proposed enrollment."

E-5 Residency applies to:

• A person, spouse, or dependent child who would like to attend OSU and has not lived in Ohio for the previous 12 consecutive months.
  

E-5 Minimum Documentation Required

1. Statement from the Ohio Department of Job and Family Services verifying the parent/student/spouse has been working in Ohio at least four months during each of the previous three years.

2. (For Dependents Only) :

1. Submit a sworn affidavit from the spouse, parent, or legal guardian living in Ohio that includes the following information:

a) Student's name and last four digits of social security number.
b) Dates parent or spouse has lived in Ohio.
c) Number of years parent or spouse has paid taxes in Ohio.
d) Whether or not at least one parent or spouse has claimed the student as a dependent for tax purposes in the previous year.

2. Copy of marriage certificate (for spouse only)

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E-6 Residency
For community service

E-6 of the O.B.R. guidelines state:

"A person who was considered a resident under this rule at the time the person started a community service position as defined under this rule, and his/her spouse and dependents, shall be considered residents of Ohio while in service and upon completion of service in the community service position."

E-6 Residency applies to:

• A person, or their spouse, or dependent child who was a resident of Ohio.
  
• Occupied a position working for:
  a) VISTA, AmeriCorps, City Year, the Peace Corps, or any similar program as determined by the Ohio Board of Regents
  b) An elected or appointed public official for a period of time not exceeding 24 consecutive months.
  
• A person who is returning to Ohio and be classified as a resident for tuition purposes.
  

E-6 Minimum Documentation Required

Please submit 1 or 2, AND 3 if you are a dependent:

1. A sworn statement from the community service group verifying Ohio home of record for the individual.

2. A signed statement on letterhead verifying Ohio home of record for the individual.

3. (For Dependents Only) :

1. Submit a sworn affidavit from the spouse, parent, or legal guardian living in Ohio that includes the following information:

a) Student's name and last four digits of social security number.
b) Dates parent or spouse has lived in Ohio.
c) Number of years parent or spouse has paid taxes in Ohio.
d) Whether or not at least one parent or spouse has claimed the student as a dependent for tax purposes in the previous year.

2. Copy of marriage certificate (for spouse only)

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E-7 Residency
For marital hardship

E-7 of the O.B.R. guidelines state:

"A person who returns to the state of Ohio due to marital hardship, takes or has taken legal steps to end a marriage, and re-establishes financial dependence upon a parent or legal guardian (receives greater than 50% of his/her support from the parent or legal guardian), and his or her dependents shall be considered residents of Ohio."

E-7 Residency applies to:

• A person or their dependent child who returns to Ohio.
  
• Has legally separated from their spouse.
  
• Receives more than 50% of their support from a parent who is a bona fide Ohio resident.
  
  

E-7 Minimum Documentation Required

1. Copy of court papers verifying the couple has taken legal steps to end the marriage

2. Proof of Ohio domicile:
a) Signed copy of rental agreement or lease.
b) Copy of closing statement on a home.
c) If living with someone, a sworn statement from the owner of the residence certifying that you reside at that residence and the date you began living there.

3. A sworn affidavit from the parents stating the following:
a) The student's name and last four digits of social security number.
b) Whether or not they are providing more than 50% of the financial support for the student.
c) Length of time they have lived in Ohio and paid taxes.
d) Whether they are U.S. Citizens, permanent resident aliens, or what their status is in the U.S.

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E-8 Residency
For Ohio National Guard

E-8 of the O.B.R. guidelines state:

"A person who is a member of the Ohio National Guard and who is domiciled in Ohio, and his/her spouse or dependents, shall be considered residents of Ohio while the person is in the Ohio National Guard."

E-8 Residency applies to:

• A person, or his/her spouse, or dependent child who is living in Ohio and is in the Ohio National Guard.
  

E-8 Minimum Documentation Required

1. A copy of enlistment papers or a letter from the base personnel officer verifying service in the Ohio National Guard.

2. (For Dependents Only) :

1. Submit a sworn affidavit from the spouse, parent, or legal guardian living in Ohio that includes the following information:

a) Student's name and last four digits of social security number.
b) Dates parent or spouse has lived in Ohio.
c) Number of years parent or spouse has paid taxes in Ohio.
d) Whether or not at least one parent or spouse has claimed the student as a dependent for tax purposes in the previous year.

2. Copy of marriage certificate (for spouse only)

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***THE E-9 RULE IS SUBJECT TO CHANGE BASED ON FINAL APPROVAL FROM THE OHIO BOARD OF REGENTS***

E-9 Residency

E-9 of the O.B.R. guidelines state:

"A person who is eligible, or whose benefits have been exhausted or have expired, for benefits under the Post 9/11 Veterans Educational Assistance Act of 2008 or any prior federal act establishing veteran’s educational benefits, who has been honorably discharged or released from service, who, as of the first day of a term of enrollment, is domiciled in Ohio and during the first twelve months of domicile in this state immediately preceding enrollment completed an approved community service position or during the course of study accepts a community service position approved by the Chancellor or participates in an internship or cooperative education program established by the Chancellor or the college or university to which the person has been accepted, and his or her spouse and dependents, shall be considered residents of Ohio for these purposes as long as Ohio remains the state of such person’s domicile."

E-9 Residency applies to:

• A veteran of the United States military who is 1) eligible for veteran's education benefits (or whose benefits have been exhausted or expired), 2) has established an Ohio domicile, and 3) is participating in community service, an internship or a co-op experience and his/her dependents.
  

E-9 Minimum Documentation Required

1. Eligibility for VA Educational Benefits – A copy of the veteran’s award letter verifying eligibility for VA educational benefits.

2. Proof of Ohio Domicile:
a) A copy of a lease under which the veteran is the lessee and occupant of the rented residential property in the state
b) A copy of the closing statement on residential real property located in Ohio of which the veteran is the owner and occupant
c) If the veteran is not a the lessee or owner of the residence in which he or she has established domicile, a sworn affidavit from the owner of the residence stating the date the veteran began residing at that residence.

3. Proof of Community Service, Internship, or Co-op participation (minimum of 10 hours)

a) Community Service: A signed statement on letterhead stating how the veteran contributed to their cause or what the veteran has pledged to contribute to their cause.

b) Internship: Please see a Residency Counselor.

c) Co-op: Please see a Residency Counselor.

4. (Dependents Only) In addition to the above, please submit the following:

1. Proof of the veteran’s enrollment in an Ohio institution of higher education – Please submit an Enrollment Verification from the institution verifying the veteran’s enrollment. This is NOT necessary if the veteran is enrolled at The Ohio State University.

2. A letter from the veteran verifying the dependent status of the student (See C(1)) or a copy of the marriage certificate.