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 | 2019-2020 | 2020-2021 |
| Verification Worksheet - Dependent Students | Download 19-20 PDF | Download 20-21 PDF |
| Verification Worksheet - Independent Student | Download 19-20 PDF | Download 20-21 PDF |
| Additional Financial Information Worksheet - Dependent Student | Download 19-20 PDF | Download 20-21 PDF |
| Additional Financial Information Worksheet - Independent Student | Download 19-20 PDF | Download 20-21 PDF |
| Asset Information Worksheet - Dependent | Download 19-20 PDF | Download 20-21 PDF |
| Asset Information Worksheet - Independent | Download 19-20 PDF | Download 20-21 PDF |
| Child Support Paid Worksheet - Dependent | Download 19-20 PDF | Download 20-21 PDF |
| Child Support Paid Worksheet -Independent | Download 19-20 PDF | Download 20-21 PDF |
| Citizenship Certification Form | Download 19-20 PDF | Download 20-21 PDF |
| Household Information Worksheet - Dependent Student | Download 19-20 PDF | Download 20-21 PDF |
| Household Information Worksheet - Independent Student | Download 19-20 PDF | Download 20-21 PDF |
| Housing Change Worksheet | Download 19-20 PDF | Download 20-21 PDF |
| Identity and Statement of Educational Purpose (Must be signed at the Institution) | Download 19-20 PDF | Download 20-21 PDF |
| IRS Data Retrieval Tool & Tax Transcript Request Instructions | Download 19-20 PDF | Download 20-21 PDF |
| Parent Change Worksheet | Download 19-20 PDF | Download 20-21 PDF |
| Parent Marital Status Worksheet | Download 19-20 PDF | Download 20-21 PDF |
| Parent Social Security Administration Information Worksheet | Download 19-20 PDF | Download 20-21 PDF |
| Parent Non-Filer Certification |
Download 19-20 PDF | Download 20-21 PDF |
| Proof of Independent Student Status Worksheet | Download 19-20 PDF | Download 20-21 PDF |
| Student Marital Status Worksheet | Download 19-20 PDF | Download 20-21 PDF |
| Student Non-Filer Certification | Download 19-20 PDF | Download 20-21 PDF |
| Support of Dependent Worksheet | Download 19-20 PDF | Download 20-21 PDF |
| Unaccompanied Homeless Youth Worksheet | Download 19-20 PDF | Download 20-21 PDF |
| Undergraduate/Graduate Class Level Worksheet | Download 19-20 PDF | Download 20-21 PDF |
| Untaxed Income Worksheet - Dependent Student | Download 19-20 PDF | Download 20-21 PDF |
| Untaxed Income Worksheet - Independent Student | Download 19-20 PDF | Download 20-21 PDF |
| Verification of SNAP Benefits Received - Dependent Student | Download 19-20 PDF | Download 20-21 PDF |
| Verification of SNAP Benefits Received - Independent Student | Download 19-20 PDF | Download 20-21 PDF |
| Loan Forms | 2019-2020 | 2020-2021 |
| Direct Graduate Plus Loan Change Form | Download 19-20 PDF | |
| Direct Parent Plus Loan Application | Download 19-20 PDF | |
| Direct Parent Plus Loan Change Form | Download 19-20 PDF | |
| Federal Graduate/Professional PLUS Loan Application | Download 19-20 PDF | |
| Direct Stafford Loan Change Form | Download 19-20 PDF |
| Miscellaneous Forms | 2019-2020 | 2020-2021 |
| Application for Review of Special Circumstance | Download 19-20 PDF | Download 20-21 PDF |
| Cost of Attendance Adjustment Form | Download 19-20 PDF | Download 20-21 PDF |
| Dependency Appeal | Download 19-20 PDF | Download 20-21 PDF |
| Free Application for Federal Student Aid | 19-20 Application | 20-21 Application |
| Academic Progress Appeal Form | Download 19-20 PDF | Download 20-21 PDF |
| Clinical Psychology Internship (PSY 8940) Information | Download 19-20 PDF | Download 20-21 PDF |
| Consortium Agreement | Download 19-20 PDF | Download 20-21 PDF |
| Engineering Co-Op Information | Download 19-20 PDF | Download 20-21 PDF |
| FERPA Release Form (log into myUT Portal) | FERPA | FERPA |
| Pipeline Program Financial Aid Agreement | Download 19-20 PDF | Download 20-21 PDF |
| Plan of Study | Download 19-20 PDF | Download 20-21 PDF |
| SAP Test and Fact Sheet | Download 19-20 PDF | Download 20-21 PDF |
| Understanding Your Award Package | Download 19-20 PDF |