Financial Aid
Financial Aid Forms
Instructions
Please note there are forms for two academic years:
- Academic year 2021-2022: Includes Fall 2021, Spring 2022 & Summer 2022
- Academic year 2022-2023: Includes Fall 2022, Spring 2023 & Summer 2023
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
Appeal Forms
2021-2022 Academic Year
2022-2023 Academic Year
Verification Forms
2021-22 Academic Year
- Dependent Student Verification Form
- Independent Student Verification Form • DocuSign It
- Verification of High School Completion Information
- Verification of Enrollment for Family Member
- IRS Form 4506-T To request 2019 Tax Documents
2022-2023 Academic Year
- Dependent Student Verification Form
- Independent Student Verification Form • DocuSign It
- Verification of Enrollment for Family Member
- IRS Form 4506-T To request 2020 Tax Documents
Miscellaneous Forms
2021-22 Academic Year
- Citizenship Documentation and Affidavit
- Loan/Work-Study Change • DocuSign It
- Name Change • DocuSign It
- Verification of Social Security Number & Date of Birth • DocuSign It
- Athletes Outside Aid Verification Form
2022-2023 Academic Year
- 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