Financial Aid
Forms & Documents
Prepare, organize, and follow up on financial-aid documents with clear next steps.
Document Preparation
Organize Your Records
Keep a single folder for every financial-aid request. Review each notice carefully, note the deadline, and gather only the records requested for your situation.
Request notice and deadline
Student and contributor details
Tax and income records
Copies of submitted documents
Document Guide
Common Requests
Use these guides to understand common financial-aid document requests. Requirements and next steps can vary by student.
Verification worksheets
If selected for verification, complete the requested worksheet carefully and compare your answers with the FAFSA information on file.
IRS and tax verification
Gather the tax return, W-2 forms, and other income records requested for the applicable tax year. Follow the instructions in your notice before providing tax information.
Appeal forms
If your financial circumstances have changed, review the appeal instructions and prepare documentation that explains the change. Submission and review procedures may vary.
Dependency overrides
Students with unusual family circumstances may be asked for a written statement and supporting records. A dependency override is reviewed individually and is not automatic.
Missing-document checklist
Track each requested item, the date you received the request, the deadline, and when you completed the action. Keep copies for your records.
Status and next steps
Use the Application Portal to review application-related actions. Current students can use the Student Portal for student account actions. Portal availability and displayed options may vary.