Financial Aid Forms and Documents

Thank you for visiting the forms page. All forms are also available for pick-up in the Office of Financial Aid, located in the Admissions House. If you have any questions about the forms, or what is required to complete them, please call the office at (508) 767-7158 or send an email to fa@assumption.edu. You may remit completed forms, by e-mail to fa@assumption.edu, or by fax, to (508) 519-1286.

Forms:

2021-2022

• Asset Clarification Form - Dependent Student
• Asset Clarification Form - Independent Student
• Child Support Paid
• Confirmation of Federal Tax Extension
• Dependent Verification Worksheet
• Family Discount Application Form
• Financial Aid SAP Appeal Form
• Federal Aid Decline Request Form
• Income & Expense Clarification Report
• Independent Verification Worksheet 
• Loan Discharge Verification
• Outside Scholarship Reporting Form
• Parent Non-Tax Filer Statement
• Proof of Dependents
• Request for a Dependency Override
• Request for Loan Increase
• Special Circumstance Form
• Statement of Educational Purpose
• Statement of Education Purpose (Not in person)
• Student Non-Tax Filer Statement
• Unemployment Form - 2021 Job Loss
• Unemployment Form - 2020 Job Loss
• Untaxed Income Clarification Form

2020-2021

• Asset Clarification Form - Dependent Student
• Asset Clarification Form - Independent Student
• Child Support Paid
• Confirmation of Federal Tax Extension
• Dependent Verification Worksheet
• Family Discount Application Form
• Financial Aid SAP Appeal Form
• Federal Aid Decline Request Form
• Income & Expense Clarification Report
• Independent Verification Worksheet 
• Loan Discharge Verification
• Outside Scholarship Reporting Form
• Parent Non-Tax Filer Statement
• Proof of Dependents
• Request for a Dependency Override
• Request for Loan Increase
• Special Circumstance Form
• Statement of Educational Purpose
• Statement of Education Purpose (Not in person)
• Student Non-Tax Filer Statement
• Unemployment Form - 2020 Job Loss
• Unemployment Form - 2019 Job Loss
• Untaxed Income Clarification Form

2019-2020

• Asset Clarification Form - Dependent Student
• Asset Clarification Form - Independent Student
• Child Support Paid
• Confirmation of Federal Tax Extension
• Dependent Verification Worksheet
• Income Expense Clarification Form
• Independent Verification Worksheet
• Loan Discharge Verification
• Parent Non Tax Filer Statement
• Proof of Dependents
• Request for a Dependency Override
• Special Circumstance Form
• Statement of Educational Purpose
• Statement of Educational Purpose (not in person)
• Student Non Tax Filer Statement
• Untaxed Income Clarification Form
• Verification of Rollover

Other Resources:

• Financial Aid Award Guide
• FAFSA on the Web: www.fafsa.gov
• IRS Data Retrieval and Tax Return Transcript Instructions (2019-2020 FAFSA Filers)
• IRS Data Retrieval and Tax Return Transcript Instructions (2020-2021 FAFSA Filers)
• Federal Direct Loans: www.studentaid.gov
• Federal Direct Loan Process for Continuing & Career Education Students (CCE)
• Federal Direct Loan Process for Graduate Students
• Federal Direct Loan Process for Undergraduate Day Students
• Federal Direct Loan Servicing
• Financial Aid Information Session – Prospective Students and Parents (Class of 2024)
• Financial Aid Q & A – Prospective Students and Parents (Class of 2024)
• Financing Options Sheet
• National Student Loan Database
• Creating and Using FSA ID
• Loan Repayment Calculator
• Scholarship Flyer
• How to Create your FSA ID

All forms are also available for pick-up in the Office of Financial Aid, located in the Admissions House. If you have any questions about the forms or what is required to complete them, please contact our office at (508) 767-7158 or via email at fa@assumption.edu. You can remit completed forms to our office by mail, by e-mail at fa@assumption.edu or by fax at (508) 519-1286.