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 | 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 |