Financial Aid
Financial Aid Forms
Instructions
Please note there are forms for two Academic Years:
- 2023-2024 Academic Year includes Fall 2023, Spring 2024, and Summer 2024
- 2024-2025 Academic Year includes Fall 2024, Spring 2025, and Summer 2025
And two different formats to complete the forms: DocuSign or a Fillable PDF
To use DocuSign format:
- Click on "DocuSign it" to complete, sign and submit form online. You must use your UMass email address. Forms that require a parent signature are not available in this format.
To use Fillable PDF format:
- Click on "name of form" to open, type the information, print or scan completed form, sign and submit to Financial Aid Services by:
FAX: 413-545-1700, Or
Upload completed or scanned form here
2023-2024 Academic Year Forms
Summer 2024 Forms:
- Summer 2024 Information and Application Form
- Summer 2024 Application • DocuSign It
- Summer 2024 Appeal for Cost of Attendance Increase • DocuSign It
- Summer 2024 Graduate PLUS Loan Application • DocuSign It
- Summer 2023 Parent PLUS Loan Application
Verification Forms:
- Dependent Student Verification Form
- Independent Student Verification Form • DocuSign It
- Verification of Enrollment for Family Member
- IRS Form 4506-T Request for 2021 Tax Documents
Appeal Forms:
Miscellaneous Forms:
- Athletes Outside Aid Verification Form
- Citizenship Documentation and Affidavit
- Loan/Work-Study Change • DocuSign It
- Name Change • DocuSign It
- Parent FAFSA Refusal
- Unaccompanied Homeless Youth Determination
- Verification of Social Security Number & Date of Birth • DocuSign It