2020-2021 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 (except for our DocuSign forms, which are signed electronically). Typing your name or using an electronic image of your signature will result in SFS rejecting the form and requiring resubmission on your part. 

Please upload .pdf versions of your completed form through your SIS To Do List.

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.

Application Error Form -- (Completed by the Parent or the Student) This form should be submitted to inform Student Financial Services that an error has been made on the FAFSA and/or the CSS/PROFILE that will have an impact on a student's financial aid.  To obtain a copy of the form or for more information on the submission process, please contact Student Financial Services directly at (434) 982-6000 or [email protected]. If you choose to write us rather than call us, please include the 7-digit reference number from your financial aid offer letter.

Appeal for Reconsideration Form -- (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).  Please contact our office by email at [email protected] to start a conversation about a possible appeal.  Appeals for returning students will generally be considered after June 15, 2020. Both incoming and returning students should plan to submit their 2020-21 appeals by February 15, 2021, after which appeals will not be reviewed except in cases involving submission of a 2020 tax return, in which case you may be offered an extension.

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 StudentAid.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 Cancellation Form for 2020-2021 -- (Completed by the Student, and the Parent, if the student is a dependent student, who has completed the CSS/PROFILE online.)
 
Graduate Student Financial Aid Change Form -- (Completed by the Student) This form should be submitted when reporting and/or requesting a change to a graduate student's financial aid offer.  This form should not be used by Medical, Law, or Graduate Business students.
 
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.
 
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.
 
Outside Scholarships Self Reporting Form -- (Completed by the Student or the Parent) Use this form to report scholarships or other non-UVA forms of funding.
 
Parent Non-Tax Filer Form -- (Completed by a parent of a dependent student) Submit this form when at least one parent was not required to complete a federal tax return and/or to report untaxed income earned.
 
Senior Citizen Tuition Waiver - (Completed by the student) Before completing and submitting this form, please follow this link to review our Senior Citizen Tuition Waiver webpage.  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 2018 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 2018 tax year.
 
TEACH Grant Request Form -- (Completed by the Student) Use this form to apply for a TEACH Grant.
 
Undergraduate Student 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 offer.
 
Undergraduate Student 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 offer.
 

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 account.  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 offer.

Asset Confirmation 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 2018. 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 -- (Completed by the parent of a dependent student or by an independent student) Detailed list of monthly income and expenses for 2018.

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 2018 or 2019 calendar year on the FAFSA.

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.

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 the Student and the Parent) This form is used to document interest and/or dividend income is reported on a federal tax return but for which no or very modest assets were reported that would explain the income generated.

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.
 
Retirement Plan Rollover Form -- (Complete by the Student and the Parent) This form is used to indicate whether a qualilfied retirement account was or was not rolled over into another qualified plan.
 
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.
 
Untaxed/Unreported Income Confirmation Form -- (Completed by the Student and the Parent) This form is used to confirm untaxed income received during a calendar year.