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, and following the steps below:

  1. Log into the myUT portal.
  2. Click the "Student" tab.
  3. Locate the "My Financial Aid" category.
  4. Click "Check Eligibility Status".
  5. 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: Under "My Financial Aid", click "Secure Financial Aid Document Upload".

Mail to our office:
The University of Toledo
2801 West Bancroft Street, Mail Stop 314
Toledo, OH 43606-3390

Fax: In order to reduce the spread of Covid-19, the Office of Student Financial Aid has limited staffing and is requesting that documents be uploaded through the myUT account as opposed to fax.

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 2022-2023 2021-2022
Verification Worksheet - Dependent Students Download 22-23 PDF Download 21-22 PDF
Verification Worksheet - Independent Student Download 22-23 PDF Download 21-22 PDF
Additional Financial Information Worksheet - Dependent Student Download 22-23 PDF Download 21-22 PDF
Additional Financial Information Worksheet - Independent Student Download 22-23 PDF Download 21-22 PDF
Asset Information Worksheet - Dependent Download 22-23 PDF Download 21-22 PDF
Asset Information Worksheet - Independent Download 22-23 PDF Download 21-22 PDF
Child Support Paid Worksheet - Dependent Download 22-23 PDF Download 21-22 PDF
Child Support Paid Worksheet -Independent Download 22-23 PDF Download 21-22 PDF
Citizenship Certification Form Download 22-23 PDF Download 21-22 PDF
Household Information Worksheet - Dependent Student Download 22-23 PDF Download 21-22 PDF
Household Information Worksheet - Independent Student Download 22-23 PDF Download 21-22 PDF
Housing Change Worksheet Download 22-23 PDF Download 21-22 PDF
Identity and Statement of Educational Purpose (Must be signed at the Institution) Download 22-23 PDF Download 21-22 PDF
IRS Data Retrieval Tool & Tax Transcript Request Instructions Download 22-23 PDF Download 21-22 PDF
Parent Change Worksheet Download 22-23 PDF Download 21-22 PDF
Parent Marital Status Worksheet Download 22-23 PDF Download 21-22 PDF
Parent Social Security Administration Information Worksheet Download 22-23 PDF Download 21-22 PDF
Parent Non-Filer Certification
Download 22-23 PDF Download 21-22 PDF
Proof of Independent Student Status Worksheet Download 22-23 PDF Download 21-22 PDF
Student Marital Status Worksheet Download 22-23 PDF Download 21-22 PDF
Student Non-Filer Certification Download 22-23 PDF Download 21-22 PDF
Support of Dependent Worksheet Download 22-23 PDF Download 21-22 PDF
Unaccompanied Homeless Youth Worksheet Download 22-23 PDF Download 21-22 PDF
Undergraduate/Graduate Class Level Worksheet Download 22-23 PDF Download 21-22 PDF
Untaxed Income Worksheet - Dependent Student Download 22-23 PDF Download 21-22 PDF
Untaxed Income Worksheet - Independent Student Download 22-23 PDF Download 21-22 PDF
Verification of SNAP Benefits Received - Dependent Student Download 22-23 PDF Download 21-22 PDF
Verification of SNAP Benefits Received - Independent Student Download 22-23 PDF Download 21-22 PDF


Loan Forms 2022-2023 2021-2022
Direct Graduate Plus Loan Change Form Coming Soon Download 21-22 PDF
Direct Parent Plus Loan Application Coming Soon Download 21-22 PDF
Direct Parent Plus Loan Change Form Coming Soon Download 21-22 PDF
Federal Graduate/Professional PLUS Loan Application Coming Soon Download 21-22 PDF
Direct Stafford Loan Change Form Coming Soon Download 21-22 PDF


Miscellaneous Forms 2022-2023 2021-2022
Application for Review of Special Circumstance Download 22-23 PDF
Application for Review of Special Circumstance (Electronic version)
Download 22-23 PDF
Cost of Attendance Adjustment Form Download 22-23 PDF Download 21-22 PDF
Dependency Appeal Download 22-23 PDF Download 21-22 PDF
Free Application for Federal Student Aid FAFSA FAFSA
Academic Progress Appeal Form Coming Soon  
Clinical Psychology Internship (PSY 8940) Information Coming Soon Download 21-22 PDF
Consortium Agreement Download 22-23 PDF Download 21-22 PDF
Engineering Co-Op Information Coming Soon Download 21-22 PDF
FERPA Release Form (log into myUT Portal)  FERPA FERPA
Pipeline Program Financial Aid Agreement Download 22-23 PDF Download 21-22 PDF
Plan of Study Download 22-23 PDF Download 21-22 PDF
SAP Test and Fact Sheet Coming Soon Download 21-22 PDF
SAP Appeal Form Download 22-23 PDF Download 21-22 PDF
Understanding Your Award Package Coming Soon Download 21-22 PDF


Have Questions?

Ask Rocket Solution Central.

Rocket Solution Central — or RSC — is your one-stop answer shop for financial aid questions.

Call 419.530.8700
Monday - Wednesday and Friday 9 a.m. - 4:45 p.m.
Thursday 10 a.m. - 4:45 p.m.
Visit 1200 Rocket Hall
Monday - Friday 8:30 a.m. - 5 p.m.

No need to wait in line. Register through Rocket Q ahead of time or when you arrive. You'll receive wait-time updates and be notified when it's your turn.

Register by texting "University of Toledo" to 419.419.3430 or by entering your information online.

Rocket Financial Wellness Center

We could all use some help managing our money. Explore this site built in partnership with Huntington Bank. You’ll find simple, helpful tools to improve your money management skills ― whether you’re a high school student, undergraduate or upperclassman ready to graduate.

  • How to pay for college
  • Managing student loans
  • Making a budget
  • And more
Visit the Rocket Financial Wellness Center
Last Updated: 5/13/22