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 2023-2024
2022-2023
Verification Worksheet - Dependent Students Download 23-24 PDF Download 22-23 PDF
Verification Worksheet - Independent Student Download 23-24 PDF Download 22-23 PDF
Additional Financial Information Worksheet - Dependent Student Download 23-24 PDF Download 22-23 PDF
Additional Financial Information Worksheet - Independent Student Download 23-24 PDF Download 22-23 PDF
Asset Information Worksheet - Dependent Download 23-24 PDF Download 22-23 PDF
Asset Information Worksheet - Independent Download 23-24 PDF Download 22-23 PDF
Child Support Paid Worksheet - Dependent Download 23-24 PDF Download 22-23 PDF
Child Support Paid Worksheet -Independent Download 23-24 PDF Download 22-23 PDF
Citizenship Certification Form Download 23-24 PDF Download 22-23 PDF
Household Information Worksheet - Dependent Student Download 23-24 PDF Download 22-23 PDF
Household Information Worksheet - Independent Student Download 23-24 PDF Download 22-23 PDF
Housing Confirmation Worksheet Download 23-24 PDF Download 22-23 PDF
Identity and Statement of Educational Purpose (Must be signed at the Institution) Download 23-24 PDF Download 22-23 PDF
IRS Data Retrieval Tool & Tax Transcript Request Instructions Download 23-24 PDF Download 22-23 PDF
Parent Change Worksheet Download 23-24 PDF Download 22-23 PDF
Parent Marital Status Worksheet Download 23-24 PDF Download 22-23 PDF
Parent Social Security Administration Information Worksheet Download 23-24 PDF Download 22-23 PDF

Parent Tax Filing Certification

Download 23-24 PDF Download 22-23 PDF
Proof of Independent Student Status Worksheet Download 23-24 PDF Download 22-23 PDF
Student Marital Status Worksheet Download 23-24 PDF Download 22-23 PDF
Student Tax Filing Certification Download 23-24 PDF Download 22-23 PDF
Support of Dependent Worksheet Download 23-24 PDF Download 22-23 PDF
Unaccompanied Homeless Youth Worksheet Download 23-24 PDF Download 22-23 PDF
Undergraduate/Graduate Class Level Worksheet Coming soon Download 22-23 PDF
Untaxed Income Worksheet - Dependent Student Download 23-24 PDF Download 22-23 PDF
Untaxed Income Worksheet - Independent Student Download 23-24 PDF Download 22-23 PDF
Verification of SNAP Benefits Received - Dependent Student Coming soon Download 22-23 PDF
Verification of SNAP Benefits Received - Independent Student Coming soon Download 22-23 PDF



Loan Forms 2023- 2024
2022-2023
Direct Graduate Plus Loan Change Form Coming soon DOWNLOAD 22-23 PDF
Direct Parent Plus Loan Application Coming soon DOWNLOAD 22-23 PDF
Direct Parent Plus Loan Change Form Coming soon DOWNLOAD 22-23 PDF
Federal Graduate/Professional PLUS Loan Application Coming soon DOWNLOAD 22-23 PDF
Direct Stafford Loan Change Form Coming soon DOWNLOAD 22-23 PDF



Miscellaneous Forms 2023 - 2024
2022-2023
Application for Review of Special Circumstance Coming soon Download 22-23 PDF
Application for Review of Special Circumstance (Electronic version)
Coming soon Download 22-23 PDF
Cost of Attendance Adjustment Form Coming soon Download 22-23 PDF
Dependency Appeal Download 23-24 PDF Download 22-23 PDF
Free Application for Federal Student Aid FAFSA FAFSA
Clinical Psychology Internship (PSY 8940) Information Coming soon View Internship
Consortium Agreement Coming soon Download 22-23 PDF
Engineering Co-Op Information Coming soon View Co-Op Info
FERPA Release Form (log into myUT Portal) FERPA  FERPA
Pipeline Program Financial Aid Agreement Download 23-24 PDF  
Plan of Study Download 23-24 PDF Download 22-23 PDF
SAP Test and Fact Sheet Download 23-24 PDF Download 22-23 PDF
SAP Appeal Form Download 23-24 PDF Download 22-23 PDF
Understanding Your Award Package  Coming soon
Coming soon



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.

Financial Wellness

We could all use some help managing our money ― whether you’re a high school student, undergraduate or upperclassman ready to graduate.

UToledo's financial wellness team offers workshops, presentations and tools to help you improve your money management skills. You can even schedule an appointment with our counselor to discuss your personal financial plan.

  • How to pay for college
  • Managing student loans
  • Making a budget
  • And more
Financial Wellness Services
Last Updated: 2/3/23