Resources and forms to help you in the financial aid process

2020-21 Verification Forms

• 2020-21 Independent Verification Worksheet
• 2020-21 Independent Low Income Form
• 2020-21 Independent Asset Information Form

2019-20 Verification Forms

• 2019-20 Independent Verification Worksheet
• 2019-20 Independent Low Income Form
• 2019-20 Independent Asset Information Form

2020-2021 Forms

• 2020-21 Step by Step Instructions on IRS Data Retrieval
• 2020-21 Identity and Statement of Educational Purpose
• Request for IRS Tax Return Transcript*
• 2020-21 Non-Filer Verification Instructions
• 2020-21 SNAP (Food Stamps) Certification Statement
• 2020-21 Child Support Paid/Received Form
• Selective Service Request for Status Information Letter
• Request to Increase Cost of Attendance
• Citizenship Affidavit Form
• How to download your 1098 - T
• FERPA (Family Education Rights and Privacy Act)
• Financial Aid Consortium Agreement

2019-2020 Forms

• 2019-20 Step by Step Instructions on IRS Data Retrieval
• 2019-20 Identity and Statement of Educational Purpose
• Request for IRS Tax Return Transcript*
• 2019-20 Non-Filer Verification Instructions
• 2019-20 Child Support Paid/Received Form
• Selective Service Request for Status Information Letter
• FERPA (Family Education Rights and Privacy Act)
• Financial Aid Consortium Agreement
• Citizenship Affidavit Form
• How to download your 1098 - T

• Satisfactory Academic Progress Policy (pdf)
• Satisfactory Academic Progress Appeal Form (pdf)

• UB Prepay Policy & Application Form

• Private Education Loan Applicant Self-Certification Form *
• Entrance Interview *
• Master Promissory Note *
• Exit Interview *
• Direct Student Loans *
• Student Loan Glossary *

• Yellow Ribbon Request form
• Yellow Ribbon Fact Sheet
• VA Certification Form

*Please Note: You will be leaving the University’s site to go to another third party site when you click on these links.

• Student Enrollment and Financial Responsibility Agreement