Office of Scholarships and Financial Aid
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Financial Aid Forms

All forms requested by the Office of Scholarship and Financial Aid (OSFA) are listed below.

Some forms are available for multiple academic years. Be sure to select the form with the correct academic year. To confirm the appropriate academic year for which you must submit forms and/or documentation, navigate UAccess Student Center To- Do List and review the "details".

Form and Document Submission Instructions:

Forms and/or documentation requested by OSFA may be submitted via email, U.S mail, fax or in-person. Follow the instructions below when submitting forms and/or documentation to ensure your submission is received by OSFA and processed in a timely manner.

Please note that the original documentation must be submitted in person to satisfy any Citizenship and Immigration requirements. For students (and/or parents) who are unable to appear in person to present their documents, you must complete the 2015-2016 Certification of Original Documents form (form #12 under the Forms for Students section below). You may mail a hard copy of your document(s) and the form to OSFA at the mailing address listed on the form, or email an electronic image of your original document(s) and the form to askaid@email.arizona.edu. NOTE: We are unable to accept these documents by fax.

  • Include your (student) name and your 8-digit Student ID number on each page of the form and/or document prior to submission.
  • Allow up to three business days for the Student Center To-Do Item status* to be updated to reflect receipt of the form and/or documentation.
  • If the form(s) and/or documentation submitted is insufficient for any reason, the To-Do Item status* will be updated to reflect an insufficient status and you will be sent an email from our office with additional information to continue processing.
  • All emails are sent to your (student) UA email account.

*For a complete list of all To-Do List statuses, visit:http://www.financialaid.arizona.edu/managing-my-aid/student-services-center-do-item-status-definitions

Submitting via Email:

Forms and/or documents submitted to OSFA via email must be submitted per the following instructions in order to be reviewed by OSFA.

  1. Address email to askaid@email.arizona.edu
  2. Subject Line of email must include:
    • Name of the Form and/or documentation attached and
    • Student ID number
      Example: Student Resource Re-Evaluation, 23456789
  3. The body of the email should be left blank.
    • Questions or information listed in the body of the email will not be reviewed or responded to. Send a separate email with no attachment to askaid@email.arizona.edu with information and/or questions to receive a response from our office.
  4. Acceptable attachment formats:
    • PDF - preferred
    • Microsoft Word - accepted

      Any attachments that are not saved using Microsoft Word or PDF format will not be accepted.
  5. If you are submitting more than one attachment:
    • The subject line of the email should follow step 2 above. One document/form name is sufficient , there is no need to list all forms and/or documents submitted in one email.
            i.  If one form and/or document has multiple pages(i.e., Parent Certification for Non Non-Filing):
      • Save all pages as one Microsoft Word or PDF file
           ii.  If you are submitting multiple forms and/ or documents (i.e Parent Certification for Non-Filing and Student Cost of Attendance Re-Evaluation):
      • Submit each form and/or document as a separate attachment. Multiple page forms and/documents should be sent as one attachment.

U.S Mail:

Office of Scholarships and Financial Aid
Administration Building, Room 208
P O Box 210066
Tucson, AZ 85721-0066

Fax:

520.621.9473

Please note that OSFA does not send fax receipt confirmations even if requested by the sender. Confirmation of forms/and or documents submitted to OSFA appear in your Student Center To-Do Item list with the To-Do item statuses.

For a complete list of all To-Do List statuses, visit: http://www.financialaid.arizona.edu/managing-my-aid/student-services-center-do-item-status-definitions

In-Person:

Office of Scholarships and Financial Aid
Administration Building, Room 208, Map: http://uanow.org/3Lu

You can submit forms and/or documents using the secure drop box located in the lobby or check in at the Kiosk (take a number) and wait for a Client Services representative to assist you.

Forms for Students

Verification Forms

  1. For those student who did not file a Federal Income Tax Return, must be completed on arizona.verifymyfafsa.com
     
  2. 2017-2018 Student Tax Filing Worksheet
    Must be completed on arizona.verifymyfafsa.com
     
  3. 2017-2018 Student Foreign Tax Form
     
  4. 2017-2018 Household Information Clarification Worksheet
    Must be completed on arizona.verifymyfafsa.com
     
  5. 2017-2018 Unaccompanied or Homeless Youth Verification
     
  6. 2017-2018 Unusual Enrollment History Verification Form
    A student may be flagged for “Unusual Enrollment History Review” by the U.S. Department of Education because they received Federal Pell Grant funds at multiple education institutions during the review period (2010-2011, 2011-2012 and 2012-2013 academic years). This flag requires the Office of Scholarships and Financial Aid (OSFA) to review the student’s enrollment history during the review period. If requested, a student may submit this form to provide additional information regarding their circumstances.
     
  7. 2017-2018 Unusual Enrollment History Appeal Form 
    A student who is no longer eligible for federal or institutional financial aid due to Unusual Enrollment History may appeal this status after completing a semester at UA with at least half-time enrollment (6 graded units undergraduate/5 graded units graduate) using their own resources. The outcome of this appeal will depend on the student demonstrating academic progress. The submission of an appeal does not guarantee the reinstatement of financial aid eligibility. In the event that this appeal is not approved, the student will be ineligible for federal and institutional aid
     
  8. 2017-2018 V4 Custom Verification Worksheet​
    Must be completed on arizona.verifymyfafsa.com
     
  9. 2017-2018 V5 Aggregate Verification Worksheet​
    Must be completed on arizona.verifymyfafsa.com

  10. 2017-2018 Certification of Original Documents

  11. 2017-2018 Verification of Student Assets

    Special Circumstances Forms

  12. 2017-2018 Student Special Circumstances Form
    Used to report changes in Student's income or assets since filing FAFSA or to report additional expenses not included in the Standard Cost of Attendance, a student must contact our office and make a request for the form.

  13. 2017-2018 Petition for Dependency Override
    To be declared an independent student based on extenuating circumstances, must be completed on arizona.verifymyfafsa.com 

  14.  2017-2018 FAFSA Parental Data Override
    This form documents the lack of parental data on the FAFSA in order for a student to qualify for Federal Unsubsidized Stafford Loans. Submit completed form with the required documentation to the Office of Scholarships and Financial Aid (OSFA)

  15. Spring 2018 Consortium Agreement - The deadline to submit the Spring 2018 Consortium Agreement is January 5, 2018 
    Used to increase your units at UA by including transferable units taken at another university or college. Depending on the types of financial aid you were offered, you may not be able to utilize a Consortium Agreement.

  16. Request For Waiver of Noncustodial Information

  17. Graduate Non-Degree Seeking Federal Financial Aid Petition 
    Only for pending graduate students currently in non-degree status.

  18. Satisfactory Academic Progress Appeal Form
    US Department of Education regulations require students to maintain satisfactory progress towards a degree or certificate. A student who is no longer eligible for federal or institutional financial aid due to a failure to meet satisfactory academic progress standards and who has been placed in Financial Aid Suspension may appeal this status.

  19. Health Professions Loan Program Application
    This is a supplemental form required by pharmacy students for a special loan program. The 2017-2018 application is now available through the above link. The Health Professions Loan will not be awarded to eligible applicants until November 2017.

  20. TEACH Grant Application

  21. Loan Discharge-Disability Verification Form
    Must be completed on arizona.verifymyFASA.com

  22. TPD Loan Discharge Form

  23. VA Loan Disability Discharge Verification Form

  24. 2017-2018 General Appeal Form
    Students at the University of Arizona have the right to appeal any decision that was made by the Office of Scholarships and Financial Aid (OSFA) by completing and submitting this form to   this office. By submitting this form, after exploring all other alternatives, you are asking that your case be reviewed again by a financial aid counselor; however, any decisions made after the appeal are final. 

  25. Additional Financial Information Form

Forms for Parents

Verification Forms

  1. 2017-2018 Parent Tax Filing Worksheet
    Must be completed at arizona.verifymyfafsa.com
     
  2. 2017-2018 Parent Foreign Tax Form
     
  3. 2017-2018 Parent Asset Verification

Scholarship Forms

  1. Scholarship Designation Form
    Used by scholarship donors to send with checks for specific students.
     
  2. Tuition Scholarship Deferment
    Used to request a review in order to preserve a semester or academic year use of your award eligibility for non-enrollment at the UA.
     
  3. Tuition Scholarship Appeal
    Used when extenuating circumstances have stopped your scholarship from being renewed.  Arizona Assurance students please see below.
     
  4. Arizona Assurance Funding Appeal
    Used when extenuating circumstances have stopped your Arizona Assurance Funding from being renewed or when you have not been selected for Arizona Assurance but have experienced extenuating circumstances. 
     
  5. Arizona Assurance Scholarship Deferment Request
    Used to request a deferment of your Arizona Assurance Funding for the 2017-2018 academic year. 

Commonly Requested Forms

  1. Federal Work Study Job Application for OSFA
    For students interested in applying for FWS openings in our office.
     
  2. Authorization for Release of Information
    This form allows a student to grant access to a third party, such as a parent not listed on the FAFSA, to receive information regarding their Educational Records.
     
  3. Qualified Tuition Reduction Program
    Available through Human Resources, Qualified Tuition Reduction (QTR) program that enables eligible individuals to enroll in courses of study at reduced registration fees.
     
  4. Study Abroad Financial Aid Worksheet
    (Also called Estimated Cost Worksheet)  This form will allow the costs associated with your Study Abroad Program to taken into account for financial aid purposes.
     
  5. Residency classification
    Used to obtain resident status for tuition purposes
     
  6. Verification of Enrollment Form
    This form can be utilized to verify enrollment for a servicer/lender or third party.
     
  7. In-School Deferment Request
    Submit this Request to the Registrar's office, Administration Bldg 2nd Floor.
     
  8. Private Education Loan Applicant Self-Certification
  • Office of Scholarships and Financial Aid, P.O. Box 210066, Tucson, AZ 85721
  • Phone: 520.621.1858
  • Fax: 520.621.9473