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:
- Log into the myUT portal.
- Click the "Student" tab.
- Locate the "My Financial Aid" category.
- Click "Check Eligibility Status".
- 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 | 2020-2021 | 2021-2022 |
| Verification Worksheet - Dependent Students | Download 20-21 PDF | Download 21-22 PDF |
| Verification Worksheet - Independent Student | Download 20-21 PDF | Download 21-22 PDF |
| Additional Financial Information Worksheet - Dependent Student | Download 20-21 PDF | Download 21-22 PDF |
| Additional Financial Information Worksheet - Independent Student | Download 20-21 PDF | Download 21-22 PDF |
| Asset Information Worksheet - Dependent | Download 20-21 PDF | Download 21-22 PDF |
| Asset Information Worksheet - Independent | Download 20-21 PDF | Download 21-22 PDF |
| Child Support Paid Worksheet - Dependent | Download 20-21 PDF | Download 21-22 PDF |
| Child Support Paid Worksheet -Independent | Download 20-21 PDF | Download 21-22 PDF |
| Citizenship Certification Form | Download 20-21 PDF | Download 21-22 PDF |
| Household Information Worksheet - Dependent Student | Download 20-21 PDF | Download 21-22 PDF |
| Household Information Worksheet - Independent Student | Download 20-21 PDF | Download 21-22 PDF |
| Housing Change Worksheet | Download 20-21 PDF | Download 21-22 PDF |
| Identity and Statement of Educational Purpose (Must be signed at the Institution) | Download 20-21 PDF | Download 21-22 PDF |
| IRS Data Retrieval Tool & Tax Transcript Request Instructions | Download 20-21 PDF | Download 21-22 PDF |
| Parent Change Worksheet | Download 20-21 PDF | Download 21-22 PDF |
| Parent Marital Status Worksheet | Download 20-21 PDF | Download 21-22 PDF |
| Parent Social Security Administration Information Worksheet | Download 20-21 PDF | Download 21-22 PDF |
| Parent Non-Filer Certification |
Download 20-21 PDF | Download 21-22 PDF |
| Proof of Independent Student Status Worksheet | Download 20-21 PDF | Download 21-22 PDF |
| Student Marital Status Worksheet | Download 20-21 PDF | Download 21-22 PDF |
| Student Non-Filer Certification | Download 20-21 PDF | Download 21-22 PDF |
| Support of Dependent Worksheet | Download 21-22 PDF | |
| Unaccompanied Homeless Youth Worksheet | Download 20-21 PDF | Download 21-22 PDF |
| Undergraduate/Graduate Class Level Worksheet | Download 20-21 PDF | Download 21-22 PDF |
| Untaxed Income Worksheet - Dependent Student | Download 20-21 PDF | Download 21-22 PDF |
| Untaxed Income Worksheet - Independent Student | Download 20-21 PDF | Download 21-22 PDF |
| Verification of SNAP Benefits Received - Dependent Student | Download 20-21 PDF | Download 21-22 PDF |
| Verification of SNAP Benefits Received - Independent Student | Download 20-21 PDF | Download 21-22 PDF |
| Loan Forms | 2020-2021 | 2021-2022 coming soon |
| Direct Graduate Plus Loan Change Form | Download 20-21 PDF | Download 21-22 PDF |
| Direct Parent Plus Loan Application | Download 20-21 PDF | Download 21-22 PDF |
| Direct Parent Plus Loan Change Form | Download 20-21 PDF | Download 21-22 PDF |
| Federal Graduate/Professional PLUS Loan Application | Download 20-21 PDF | Download 21-22 PDF |
| Direct Stafford Loan Change Form | Download 20-21 PDF | Download 21-22 PDF |
| Miscellaneous Forms | 2020-2021 | 2021-2022 coming soon |
| Application for Review of Special Circumstance | Past Deadline | Download 21-22 PDF |
| Application for Review of Special Circumstance (Electronic version) |
Past Deadline | Download 21-22 PDF |
| Cost of Attendance Adjustment Form | Download 20-21 PDF | Download 21-22 PDF |
| Dependency Appeal | Download 20-21 PDF | Download 21-22 PDF |
| Free Application for Federal Student Aid | 20-21 Application | |
| Academic Progress Appeal Form | Download 20-21 PDF | |
| Clinical Psychology Internship (PSY 8940) Information | Download 20-21 PDF | Download 21-22 PDF |
| Consortium Agreement | Download 20-21 PDF | Download 21-22 PDF |
| Engineering Co-Op Information | Download 20-21 PDF | Download 21-22 PDF |
| FERPA Release Form (log into myUT Portal) | FERPA | |
| Pipeline Program Financial Aid Agreement | Download 20-21 PDF | Download 21-22 PDF |
| Plan of Study | Download 20-21 PDF | |
| SAP Test and Fact Sheet | Download 20-21 PDF | |
| Understanding Your Award Package | Download 20-21 PDF |