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 | 2023-2024 |
2024-2025 |
| Verification Worksheet - Dependent Students | Download 23-24 PDF | Download 24-25 PDF |
| Verification Worksheet - Independent Student | Download 23-24 PDF | Download 24-25 PDF |
| Additional Financial Information Worksheet - Dependent Student | Download 23-24 PDF | Download 24-25 PDF |
| Additional Financial Information Worksheet - Independent Student | Download 23-24 PDF | Download 24-25 PDF |
| Asset Information Worksheet - Dependent | Download 23-24 PDF | |
| Asset Information Worksheet - Parent | Download 24-25 PDF | |
| Asset Information Worksheet - Independent | Download 23-24 PDF | |
| Asset Information Worksheet - Student | Download 24-25 PDF | |
| Child Support Paid Worksheet - Dependent | Download 23-24 PDF | |
| Child Support Paid Worksheet -Independent | Download 23-24 PDF | |
| Citizen/Eligible Non-Citizen Documentation Request | Download 23-24 PDF | Download 24-25 PDF |
| Family Size Worksheet - Dependent Student | Download 24-25 PDF | |
| Family Size Worksheet - Independent Student | Download 24-25 PDF | |
| Housing and Meal Plan Confirmation Worksheet | Download 24-25 PDF | |
| Housing Confirmation Worksheet | Download 23-24 PDF | |
| Household Information Worksheet - Dependent Student | Download 23-24 PDF | |
| Household Information Worksheet - Independent Student | Download 23-24 PDF | |
| Identity and Statement of Educational Purpose (Must be signed at the Institution) | Download 23-24 PDF | Download 24-25 PDF |
| IRS Data Retrieval Tool & Tax Transcript Request Instructions | Download 23-24 PDF | |
| IRS Federal Tax Information & Tax Transcript Request Instructions | Download 24-25 PDF | |
| Parent Change Worksheet | Download 23-24 PDF | Download 24-25 PDF |
| Parent Marital Status Worksheet | Download 23-24 PDF | Download 24-25 PDF |
| Parent Social Security Administration Information Worksheet | Download 23-24 PDF | Download 24-25 PDF |
|
Parent Tax Filing Certification |
Download 23-24 PDF | Download 24-25 PDF |
| Proof of Independent Student Status Worksheet | Download 23-24 PDF | Download 24-25 PDF |
| Student Marital Status Worksheet | Download 23-24 PDF | Download 24-25 PDF |
| Student Tax Filing Certification | Download 23-24 PDF | Download 24-25 PDF |
| Support of Dependent Worksheet | Download 23-24 PDF | Download 24-25 PDF |
| Unaccompanied Homeless Youth Worksheet | Download 23-24 PDF | Download 24-25 PDF |
| Undergraduate/Graduate Class Level Worksheet | Download 23-24 PDF | Coming soon |
| Untaxed Income Worksheet - Dependent Student | Download 23-24 PDF | |
| Untaxed Income Worksheet - Parent | Download 24-25 PDF | |
| Untaxed Income Worksheet - Independent Student | Download 23-24 PDF | |
| Untaxed Income Worksheet - Student | Download 24-25 PDF |
| Loan Forms | 2023- 2024 |
2024-2025 |
| Direct Graduate Plus Loan Change Form | Download 23-24 PDF | Coming soon |
| Direct Loan Change Form | Download 23-24 PDF | Coming soon |
| Direct Parent Plus Loan Application | Download 23-24 PDF | Coming soon |
| Direct Parent Plus Loan Change Form | Download 23-24 PDF | Coming soon |
| Federal Graduate/Professional PLUS Loan Application | Download 23-24 PDF | Coming soon |
| Miscellaneous Forms | 2023 - 2024 |
2024-2025 |
| Application for Review of Special Circumstance | Download 23-24 PDF | Download 24-25 PDF |
| Application for Review of Special Circumstance (Electronic version) |
myUT Login | Coming soon |
| Worksheet for Itemized list of Medical/Dental Expenses Paid | Download Excel Spreadsheet | |
| Clinical Psychology Internship (PSY 8940) Information | Click here for more information | Click here for more information |
| Consortium Agreement | Download 23-24 PDF | Download 24-25 PDF |
| Cost of Attendance Adjustment Form | Download 23-24 PDF | Download 24-25 PDF |
| Dependency Appeal | Download 23-24 PDF | Download 24-25 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 23-24 PDF | Download 24-25 PDF |
| Plan of Study | Download 23-24 PDF | Coming soon |
| SAP Appeal Form | Download 23-24 PDF | Coming soon |
| SAP Test and Fact Sheet | Download 23-24 PDF | Coming soon |
| Understanding Your Award Package | Click here for more information | Click here for more information |