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2016-2017 Academic Year Forms

Please choose the correct form(s) for your needs and follow the instructions for completion and submission. All forms must be signed by hand.  Typing your name or using an electronic image of your signature will result in us rejecting the form and requiring resubmission on your part. 

We cannot accept password-protected documents.  Sending protected documents will delay your financial aid processing.

 
Additional Unsubsidized Loan Application Form -- (Completed by the Student) In the event a parent is declined for a Parent PLUS loan, this form is used to request to have the amount of the unsubsidized loan increased accordingly.  The student must have a FAFSA on file for the year.
 

Appeal for Reconsideration -- (Completed by the Parent or the Student) This form should be submitted when making an appeal for reconsideration of special circumstances (e.g., loss of or reduced employment or excessive medical/dental expenses)

Authorization to Release Financial Information -- (Completed by the Student) Allow University personnel to discuss student financial records with parties other than the student (e.g. parents). Without this form on file, our staff will be unable to offer important assistance to parents and others who have questions about the student account. We recommend all students complete this form.

Consent to Obtain Credit Check -- (Completed by the Parent) This form is used to grant consent to the University to obtain a credit report to determine eligibility for a Direct Parent PLUS loan.
 
Direct Parent PLUS Loan Application Form -- (Completed by the Parent) This form must be submitted when applying for a PLUS loan for Undergraduate Students. PLEASE NOTE: In addition to this form, the parent must complete an application and Master Promissory Note at studentloans.gov.
 
Education Abroad Expense Form -- (Complete by the Student) Use this document as a fax cover sheet for the documents associated with the costs of your study abroad program.
 
Financial Aid Application Certification Form -- (Completed by the Student, and the Parent, if the student is a dependent student). This form certifies the information contained in the online CSS/ Financial Aid PROFILE application.
 
Financial Aid Cancellation Request Form -- (Completed by the Student) This form should be submitted to request a partial or a complete cancellation of financial aid.
 
Financial Aid Change Form - Decrease -- (Completed by the Student) This form should be submitted when reporting and/or requesting a decrease that will affect a student's financial aid award.
Financial Aid Change Form - Increase -- (Completed by the Student) This form should be submitted when reporting and/or requesting an increase that will affect a student's financial aid award.
Health Insurance Expense Request Form -- (Completed by the Student) Use this form to request an increase to your student budget to accommodate possible additional loan amounts to cover the cost of health insurance.
 
Intent to Appeal for Satisfactory Academic Progress Form -- (Completed by the Student) Use this form to notify SFS of your intent to appeal for reinstatement of financial aid after suspension for failure to maintain Satisfactory Academic Progress. Someone from SFS will then contact you to discuss the requirements for an appeal.
 
January Term Direct Parent PLUS Loan Application Form -- (Completed by the Parent) This form must be submitted when applying for a PLUS loan for Undergraduate Students for the 2017 January term only. PLEASE NOTE: In addition to this form, the parent must complete an application and Master Promissory Note at studentloans.gov.
 
One-Time Computer Expense Request Form -- (Completed by Dependent or Independent Students) This form should be submitted when requesting an increase to the Cost of Attendance for the purchase of a computer.
 
Parent Non-Tax Filer Form -- (Completed by a Parent of a Dependent Student) This form should be submitted when the parent(s) was not required to complete a federal tax return and/or to report untaxed income earned.

Report Outside Scholarships Form -- (Completed by the Student or the Parent) Use this form to report scholarships or other non-UVA forms of funding.

Senior Citizen Tuition Waiver -- (Completed by the Student) Used by senior citizens to enroll in courses on a space-available basis with tuition and certain fees waived.

Student Non-Tax Filer Form -- (Completed by the Student and/or Student's Spouse) This form should be submitted when the student and/or student's spouse was not required to complete a federal tax return and/or to report untaxed income earned.
 
Substitute Parent W-2 Form -- (Completed by the Parent of a Dependent Student) This form should be submitted if the parent did not or will not receive a W-2 form for the 2015 tax year.
 
Substitute Student W-2 Form -- (Completed by the Student) This form should be submitted if the student did not or will not receive a W-2 form for the 2015 tax year.
 
SUMMER 2017 Financial Aid Application Form -- (Completed by the Student) This form should be submitted by students seeking financial aid for summer session courses.  You should complete and submit this form to SFS prior to enrolling in summer courses.
 
SUMMER 2017 Direct Parent PLUS Loan Application Form -- (Completed by the Parent) This form must be submitted when applying for a PLUS loan for Undergraduate Students for Summer Session 2017. PLEASE NOTE: In addition to this form, the parent must complete an application and Master Promissory Note at studentloans.gov.
 
TEACH Grant Request Form -- (Completed by the Student) Use this form to apply for a TEACH Grant.

 

 


Forms Requested by Student Financial Services

The forms linked below are typically completed only at the request of Student Financial Services, usually by means of a To Do List item being placed on the student's SIS Student Center.  Do not complete and submit any of the forms below unless specifically instructed to do so by Student Financial Services, as doing so will likely delay completion of your financial aid award.

 

Asset Information Request Form -- (Completed by the Parent or the Student) This form should be submitted when verifying Asset Information.

Child Support Paid Form -- (Competed by the Student and the Payer) This form is used to confirm the amount of child support paid by a parent or step-parent in 2015. For independent students, a parent may be the student or if married, the student’s spouse.

College Enrollment Verification Form -- (Completed by Dependent or Independent Students) This form should be submitted when verifying the college enrollment of the student's family members.

Document of Support for Parent's Dependent Form -- (Completed by the Student AND the Parent)  This form is used to confirm the household size of a dependent student’s parent(s).

Document of Support for Student's Dependent Form -- (Completed by an Independent Student)  This form is used to confirm an independent student’s household size.

Family Income and Expense Form -- (Complete by the Parent of a Dependent Student or by an Independent Student) Detailed list of monthly income and expenses for 2015.

Federal Benefits Received Form -- (Completed by the Student and the Parent) Generally, the Federal Benefits Received Form is requested because you reported that you or someone in your household received one or more of the following federal programs:  Supplemental Security Income (SSI), Supplemental Nutrition Assistance Program (SNAP), Free or Reduced Price Lunch, Temporary Assistance for Needy Families (TANF), and Special Supplemental Nutrition Program for Women, Infants and Children (WIC), at any time during the 2014 or 2015 calendar year on the FAFSA.

High School Completion Status Form -- (Completed by the Student) This form is requested to confirm that you have a high school diploma or recognized equivalent. More than likely, you are being requested to submit this form because you indicated on the FAFSA that your high school completion status was 'home schooled' or 'none of the above'.

Household Size Form -- (Completed by Dependent or Independent Students) This form should be submitted when verifying the number of dependents within a household. Generally, the Household Size Form is requested when the number reported in the household size and/or number in college on the (FAFSA and the CSS/PROFILE. This form may also be requested in order to confirm the identity of the family members reported in the household size and/or number in college on an application.

Household Support Form -- (Completed by a Dependent Student and the Parent or by an Independent Student)

Independent Document of Support Form -- (Completed by an Independent Student) This form is used to document the financial support given to additional members of your household (e.g. child).

Interest and Dividend Income Form -- (Completed by a Parent of a Dependent Student or by a Student) This form should be submitted to verify investments which generated interest and/or dividend income.

Non-Custodial Parent Form -- (Completed by a Dependent Student's Non-Custodial Parent) This form should be submitted when providing information on a student's non-custodial parent.

Parent Estimated Income Form -- (Completed by a Parent of a Dependent Student) This form should be submitted when requesting an appeal for reconsideration of household income loss.

Parent Marital Status and Custodial Parent Form -- (Completed by a Dependent Student and Custodial Parent) Generally, this form is requested to confirm the marital status of the student’s parent(s), and in the case of divorce or separation, to determine the custodial parent for financial aid purposes.

Preparatory Coursework Certification Form -- (Completed by the Student) The Department of Education requires that Student Financial Services verify that students participating in preparatory coursework have not previously participated in preparatory coursework using Federal financial aid and that the student’s coursework is necessary for admission to a Post Baccalaureate program of study.

Student Estimated Income Form -- (Completed by an Independent Student, and spouse, if applicable) This form should be submitted when requesting an appeal for reconsideration of household income loss.

Trust Information Form -- Requested when it appears that you and/or your parent(s) have one or more trusts. To proceed with determining your financial aid eligibility you must submit documentation of the trusts. Please review the Trust Information Form for information about what you are required to submit.