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.

Upload to: myUT.utoledo.edu "MyFinancial Aid" --> Secure Financial Aid Document Upload

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 2019-2020 2020-2021
Verification Worksheet - Dependent Students Download 19-20 PDF Download 20-21 PDF 
Verification Worksheet - Independent Student Download 19-20 PDF  Download 20-21 PDF 


   
Additional Financial Information Worksheet - Dependent Student Download 19-20 PDF Download 20-21 PDF 
Additional Financial Information Worksheet - Independent Student Download 19-20 PDF Download 20-21 PDF 
Asset Information Worksheet - Dependent Download 19-20 PDF  Download 20-21 PDF
Asset Information Worksheet - Independent Download 19-20 PDF Download 20-21 PDF 
Child Support Paid Worksheet - Dependent  Download 19-20 PDF  Download 20-21 PDF 
Child Support Paid Worksheet -Independent Download 19-20 PDF Download 20-21 PDF 
Citizenship Certification Form  Download 19-20 PDF Download 20-21 PDF 
Household Information Worksheet - Dependent Student Download 19-20 PDF Download 20-21 PDF 
Household Information Worksheet - Independent Student Download 19-20 PDF Download 20-21 PDF 
Housing Change Worksheet  Download 19-20 PDF Download 20-21 PDF 
Identity and Statement of Educational Purpose (Must be signed at the Institution) Download 19-20 PDF  Download 20-21 PDF
IRS Data Retrieval Tool & Tax Transcript Request Instructions Download 19-20 PDF Download 20-21 PDF 
Parent Change Worksheet  Download 19-20 PDF Download 20-21 PDF 
Parent Marital Status Worksheet Download 19-20 PDF Download 20-21 PDF 
Parent Social Security Administration Information Worksheet  Download 19-20 PDF Download 20-21 PDF 
Parent Non-Filer Certification
Download 19-20 PDF Download 20-21 PDF 
Proof of Independent Student Status Worksheet Download 19-20 PDF Download 20-21 PDF 
Student Marital Status Worksheet Download 19-20 PDF Download 20-21 PDF 
Student Non-Filer Certification Download 19-20 PDF Download 20-21 PDF  
Support of Dependent Worksheet Download 19-20 PDF  Download 20-21 PDF 
Unaccompanied Homeless Youth Worksheet Download 19-20 PDF  Download 20-21 PDF 
Undergraduate/Graduate Class Level Worksheet  Download 19-20 PDF  
Untaxed Income Worksheet - Dependent Student Download 19-20 PDF  Download 20-21 PDF 
Untaxed Income Worksheet - Independent Student Download 19-20 PDF Download 20-21 PDF 
Verification of SNAP Benefits Received - Dependent Student   Download 19-20 PDF  Download 20-21 PDF 
Verification of SNAP Benefits Received - Independent Student Download 19-20 PDF Download 20-21 PDF 


Loan Forms 2019-2020 2020-2021
Direct Graduate Plus Loan Change Form Download 19-20 PDF  
Direct Parent Plus Loan Application Download 19-20 PDF  
Direct Parent Plus Loan Change Form Download 19-20 PDF  
Federal Graduate/Professional PLUS Loan Application Download 19-20 PDF  
Direct Stafford Loan Change Form Download 19-20 PDF  


Miscellaneous Forms 2019-2020 2020-2021
Application for Review of Special Circumstance Download 19-20 PDF  
Cost of Attendance Adjustment Form Download 19-20 PDF  Download 20-21 PDF
Dependency Appeal Download 19-20 PDF   
Free Application for Federal Student Aid 19-20 Application 20-21 Application
Academic Progress Appeal Form Download 19-20 PDF Download 20-21 PDF
Clinical Psychology Internship (PSY 8940) Information Download 19-20 PDF Download 20-21 PDF 
Consortium Agreement Download 19-20 PDF Download 20-21 PDF 
Engineering Co-Op Information Download 19-20 PDF Download 20-21 PDF
FERPA Release Form (log into myUT Portal) FERPA FERPA 
Pipeline Program Financial Aid Agreement Download 19-20 PDF   
Plan of Study Download 19-20 PDF Download 20-21 PDF 
SAP Test and Fact Sheet Download 19-20 PDF Download 20-21 PDF 
Understanding Your Award Package Download 19-20 PDF   


Last Updated: 11/19/19