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.
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
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 | 2024-2025 | 2025-2026 |
| Verification Worksheet - Dependent Students | Download 24-25 PDF | Download 25-26 PDF |
| Verification Worksheet - Independent Student | Download 24-25 PDF | Download 25-26 PDF |
| Additional Financial Information Worksheet - Parent | Download 24-25 PDF | Download 25-26 PDF |
| Additional Financial Information Worksheet - Student | Download 24-25 PDF | Download 25-26 PDF |
| Asset Information Worksheet - Parent | Download 24-25 PDF | Download 25-26 PDF |
| Asset Information Worksheet - Student | Download 24-25 PDF | Download 25-26 PDF |
| Citizen/Eligible Non-Citizen Documentation Request | Download 24-25 PDF | Download 25-26 PDF |
| Family Size Worksheet - Dependent Student | Download 24-25 PDF | Download 25-26 PDF |
| Family Size Worksheet - Independent Student | Download 24-25 PDF | Download 25-26 PDF |
| Housing and Meal Plan Confirmation Worksheet | Download 24-25 PDF | Download 25-26 PDF |
| IRS Federal Tax Information & Tax Transcript Request Instructions | Download 24-25 PDF | Download 25-26 PDF |
| Parent Change Worksheet | Download 24-25 PDF | Download 25-26 PDF |
| Parent Marital Status Worksheet | Download 24-25 PDF | Download 25-26 PDF |
| Parent Social Security Administration Information Worksheet | Download 24-25 PDF | Download 25-26 PDF |
|
Parent Tax Filing Certification |
Download 24-25 PDF | Download 25-26 PDF |
| Proof of Independent Student Status Worksheet | Download 24-25 PDF | Download 25-26 PDF |
| Student Marital Status Worksheet | Download 24-25 PDF | Download 25-26 PDF |
| Student Tax Filing Certification | Download 24-25 PDF | Download 25-26 PDF |
| Support of Dependent Worksheet | Download 24-25 PDF | Download 25-26 PDF |
| Unaccompanied Homeless Youth Worksheet | Download 24-25 PDF | Download 25-26 PDF |
| Undergraduate/Graduate Class Level Worksheet | Download 25-26 PDF |
| Loan Forms | 2024-2025 | 2025-2026 |
| Direct Graduate Plus Loan Change Form | Download 24-25 PDF | Download 25-26 PDF |
| Direct Loan Change Form | Download 24-25 PDF | Download 25-26 PDF |
| Direct Parent Plus Loan Application | Download 24-25 PDF | Download 25-26 PDF |
| Direct Parent Plus Loan Change Form | Download 24-25 PDF | Download 25-26 PDF |
| Federal Graduate/Professional PLUS Loan Application | Download 24-25 PDF | Download 25-26 PDF |
| Unusual Circumstance Unsubsidized Loan Certification | Download 25-26 PDF |
| Miscellaneous Forms | 2024-2025 | 2025-2026 |
| Application for Review of Special Circumstance | Download 25-26 PDF | |
| Application for Review of Special Circumstance (Electronic version) |
myUT Login | |
| Worksheet for Itemized list of Medical/Dental Expenses Paid | Download Excel Spreadsheet | Download Excel Spreadsheet |
| Clinical Psychology Internship (PSY 8940) Information | Click here for more information | Click here for more information |
| Consortium Agreement | Download 24-25 PDF | Download 25-26 PDF |
| Cost of Attendance Adjustment Form | Download 24-25 PDF | Download 25-26 PDF |
| Dependency Appeal | Download 24-25 PDF | Download 25-26 PDF |
| Engineering Co-Op Information | Click here for more information | Click here for more information |
| FERPA Release Form (log into myUT Portal) | FERPA | FERPA |
| Free Application for Federal Student Aid | FAFSA | FAFSA |
| Pipeline Program Financial Aid Agreement | Download 24-25 PDF | Download 25-26 PDF |
| Plan of Study | Download 24-25 PDF | Download 25-26 PDF |
| SAP Appeal Form | Download 24-25 PDF | Download 25-26 PDF |
| SAP Test and Fact Sheet | Download 24-25 PDF | Download 25-26 PDF |
| Understanding Your Award Package | Click here for more information | Click here for more information |