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Financial Aid Basics
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Frequently Asked Questions about Financial Aid
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Forms and Publications
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Questions? We're here to help.

Undergraduate Aid
(413) 545-0801
Graduate Aid
(413) 545-0801

2012-2013 Academic Year Forms

The interactive PDF forms below allow you to type all the information online!

Once you finish typing the information:
- Print it > -Sign it > -Fax it to Financial Aid at 413-545-1700

OR -scan it and email it to fadocs@finaid.umass.edu

Remember to add your SPIRE ID!


To view or print these documents, you'll need Adobe Acrobat Reader.*Apple and Mac users you must download Adobe Reader to be able to print forms correctly.*

Loan Forms**

**Federal Perkins Promissory Notes cannot be Fax or email. You must submit the original signed documents to Financial Aid Services**

Parent PLUS Loan Pre-Application Form
Graduate PLUS Pre-Application & Entrance Counseling Form
Direct Loan Entrance Counseling Form
Loan Change Request Form
Federal Perkins Loan Promissory Note and Entrance Form

Verification Forms

Dependent Student Verification Form
Independent Student Verification Form
Graduate Student Verification Form

Other Forms

Are You Independent? Guidelines to help determine if you are an independent student.

Name Change Form Use this form for changing your name in university records in the case of marriage, divorce, legal name change, etc.

Social Security Number and Date of Birth Verification Form

Unaccompanied Homeless Youth Determination

Verification of Enrollment for Family Members Form