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 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 20-21 PDF 

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  
Direct Parent Plus Loan Application Download 20-21 PDF  
Direct Parent Plus Loan Change Form Download 20-21 PDF  
Federal Graduate/Professional PLUS Loan Application Download 20-21 PDF  
Direct Stafford Loan Change Form Download 20-21 PDF  


Miscellaneous Forms 2020-2021 2021-2022 coming soon
Application for Review of Special Circumstance Download 20-21 PDF Download 21-22 PDF 
Application for Review of Special Circumstance (Electronic version)
 Download 20-21 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
 
Consortium Agreement Download 20-21 PDF   Download 21-22 PDF
Engineering Co-Op Information Download 20-21 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   


Last Updated: 1/21/21