Financial Aid Forms

Please note the:

• 2023- 2024 Academic Year includes Fall 2023, Spring 2024, and Summer 2024

There are two different formats: 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

  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:

• Appeal for Cost of Attendance Increase • DocuSign It
• Appeal for Dependency Status Change • DocuSign It
• Appeal for Special Circumstance
• Satisfactory Academic Progress (SAP) Appeal & Policy Form • DocuSign It

 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

 Loan Application Forms:

• Graduate PLUS Loan Application • DocuSign It
• Parent PLUS Loan Application