Office of Student Financial Aid

Common Forms

Which forms do I need?

Students may obtain information on required financial aid forms and requirements by logging into the myUT Portal, http://myut.utoledo.edu/ and following the steps below:

  1. Once logged into the portal click the "Student" tab.
  2. Under "My Financial Aid" category click "Check Eligibility Status".
  3. Click " Student Requirements" and the appropriate aid year.

The outstanding requirements will be listed with links to submit by mail, fax and in person. You will need Adobe Acrobat Reader to view the majority of these files.

Form and document submission methods

Please be sure all forms and documents include the student's name and Rocket Number.

Mail to:     The University of Toledo
                 2801 West Bancroft Street, Mail Stop 314
                 Toledo, OH 43606-3390
Fax to:      419.530.5835
Common FormS

The majority of forms below are available in PDF format. Simply click on the form you need, print it out on your printer, complete it, and return to Rocket Solution Central.

Financial Aid Verification Documents 2018-2019
2019-2020
Verification Worksheet - Dependent Students Download 18-19 PDF Download 19-20 PDF
Verification Worksheet - Independent Student Download 18-19 PDF   Download 19-20 PDF


   
Additional Financial Information Worksheet - Dependent Student Download 18-19 PDF  Download 19-20 PDF 
Additional Financial Information Worksheet - Independent Student Download 18-19 PDF  Download 19-20 PDF 
Asset Information Worksheet - Dependent Download 18-19 PDF  Download 19-20 PDF 
Asset Information Worksheet - Independent Download 18-19 PDF  Download 19-20 PDF 
Child Support Paid Worksheet - Dependent Download 18-19 PDF   Download 19-20 PDF
Child Support Paid Worksheet -Independent Download 18-19 PDF  Download 19-20 PDF 
Citizenship Certification Form Download 18-19 PDF   Download 19-20 PDF
Household Information Worksheet - Dependent Student Download 18-19 PDF  Download 19-20 PDF 
Household Information Worksheet - Independent Student Download 18-19 PDF  Download 19-20 PDF 
Identity and Statement of Educational Purpose (Must be signed at the Institution) Download 18-19 PDF  Download 19-20 PDF 
IRS Data Retrieval Tool & Tax Transcript Request Instructions Download 18-19 PDF  Download 19-20 PDF 
Parent Change Worksheet  Download 18-19 PDF Download 19-20 PDF 
Parent Marital Status Worksheet Download 18-19 PDF  Download 19-20 PDF 
Parent Social Security Administration Information Worksheet Download 18-19 PDF   Download 19-20 PDF
Parent Non-Filer Certification
Download 18-19 PDF  Download 19-20 PDF 
Proof of Independent Student Status Worksheet Download 18-19 PDF  Download 19-20 PDF
Student Marital Status Worksheet Download 18-19 PDF  Download 19-20 PDF 
Student Non-Filer Certification Download 18-19 PDF  Download 19-20 PDF 
Support of Dependent Worksheet Download 18-19 PDF  Download 19-20 PDF 
Unaccompanied Homeless Youth Worksheet  Download 18-19 PDF Download 19-20 PDF  
Undergraduate/Graduate Class Level Worksheet  Download 18-19 PDF  Download 19-20 PDF
Untaxed Income Worksheet - Dependent Student Download 18-19 PDF  Download 19-20 PDF  
Untaxed Income Worksheet - Independent Student Download 18-19 PDF  Download 19-20 PDF  
Verification of SNAP Benefits Received - Dependent Student   Download 18-19 PDF Download 19-20 PDF  
Verification of SNAP Benefits Received - Independent Student Download 18-19 PDF Download 19-20 PDF 


Loan Forms 2018-2019
Direct Graduate Plus Loan Change Form Download 18-19 PDF 
Direct Parent Plus Loan Application Download 18-19 PDF 
Direct Parent Plus Loan Change Form Download 18-19 PDF 
Federal Graduate/Professional PLUS Loan Application Download 18-19 PDF 
Direct Stafford Loan Change Form Download 18-19 PDF 


Miscellaneous Forms 2018-2019 2019-2020
Application for Review of Special Circumstance Download 18-19 PDF  
Cost of Attendance Adjustment Form Download 18-19 PDF  Download 19-20 PDF  
Dependency Appeal Download 18-19 PDF  Download 19-20 PDF
Free Application for Federal Student Aid 18-19 Application 19-20 Application 
Academic Progress Appeal Form Download 18-19 PDF Download 19-20 PDF 
Clinical Psychology Internship (PSY 8940) Information Download 18-19 PDF  Download 19-20 PDF 
Consortium Agreement Download 18-19 PDF  Download 19-20 PDF 
Engineering Co-Op Information Download 18-19 PDF  Download 19-20 PDF 
FERPA Release Form (log into myUT Portal) FERPA  FERPA
Pipeline Program Financial Aid Agreement Download 18-19 PDF   
Plan of Study Download 18-19 PDF  Download 19-20 PDF  
SAP Test and Fact Sheet Download 18-19 PDF   
Understanding Your Award Package Download 18-19 PDF    


Last Updated: 12/7/18