Financial Aid
Financial Aid Forms
Instructions
Please note there are forms for two Academic years:
- 2022-2023 Academic year includes Fall 2022, Spring 2023, and Summer 2023
- 2023- 2024 Academic Year includes Fall 2023, Spring 2024, and Summer 2024
And 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
2022-2023 Academic Year Forms
Verification Forms:
- 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
Appeal Forms:
Miscellaneous Forms:
2023-2024 Academic Year Forms
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