Financial Aid Forms | Worcester State University

Financial Aid

Financial Aid Forms

Notice about Suspension of the IRS Data Retrieval Tool

In response to concerns about the impact of the suspension of the Internal Revenue Service Data Retrieval Tool (IRS DRT) on students and families who have been selected for verification of their Free Application for Federal Student Aid/Institutional Student Information Record (FAFSA) information, the Department of Education provided institutions with other options they may choose to use as part of their verification procedures.

IRS Tax Return Filers: In lieu of using the IRS DRT, or obtaining an IRS transcript, WSU will accept a signed paper copy of the 2015 IRS tax return that was used by the tax filer for submission to the IRS as acceptable documentation to verify FAFSA/ISIR tax return information.

Verification of Nonfiling: WSU is no longer required to collect documentation obtained from the IRS verifying that the applicant, the applicant’s spouse, or the applicant’s parents did not file a 2015 tax return (often referred to as Verification of Nonfiling). However, as currently required, the applicant, the applicant’s spouse, or the applicant’s parents, as applicable, must provide to the institution the following:

The 2017-2018 Student Non Tax Filer Statement or Parent Non Tax Filer Statement

A copy of IRS Form W-2, or an equivalent document, for each source of 2015 employment income received by the individual
Verification Documents for the 2017-2018 Academic Year

2017-2018 Additional Financial Information

2017-2018 Child Support Paid Worksheet

2017-2018 Dependency Override Application

2017-2018 Dislocated Worker

2017-2018 FAFSA Asset Information Form

2017-2018 Household Size Ver Dependent

2017-2018 Household Size Ver Independent

2017-2018 Low Income Statement (Parent or Student)

2017-2018 Massachusetts Residency Verification (for state funds)

2017-2018 Parent Non Tax Filer Statement

2017-2018 Parent Special Circumstances for 2016

2017-2018 Parent Special Circumstances for 2017

2017-2018 Parent Tax Information Form

2017-2018 Parent Will File Worksheet

2017-2018 Proof of Dependents Form

2017-2018 Question 23

2017-2018 Real Estate and Investment Form (Parent or Student)

2017-2018 Savings Verification (Parent or Student)

2017-2018 Student Non Tax Filer Statement

2017-2018 Student Special Circumstances for 2016

2017-2018 Student Special Circumstances for 2017

2017-2018 Student Tax Information Form

2017-2018 Student Will File Worksheet

2017-2018 Verification of Other Family Members in College

2017-2018 Verification of Support of Members in the Household

Verification Documents for the 2016-2017 Academic Year

2016-2017 Additional Financial Information Form

2016-2017 Child Support Paid Worksheet

2016-2017 Dependency Override Application

2016-2017 Dislocated Worker Worksheet

2016-2017 FAFSA Asset Information Form

2016-2017 Household Size Verification Form

2016-2017 Low Income Statement (Student and Parent)

2016-2017 Massachusetts Residency Verification Form

2016-2017 Parent Non Tax Filer Form

2016-2017 Parent Special Circumstances Form

2016-2017 Parent Tax Information Form

2016-2017 Parent Will File Worksheet

2016-2017 Petition to Receive a Federal Direct Unsubsidized Loan

2016-2017 Proof of Dependents Form

2016-2017 QUESTION 23 Worksheet

2016-2017 Real Estate and Investment Verification Form (Student and Parent)

2016-2017 Savings Verification Form (Student and Parent)

2016-2017 SNAP Worksheet

2016-2017 Student Non Tax Filer Form

2016-2017 Student Special Circumstances Form

2016-2017 Student Tax Information Form

2016-2017 Student Will File Worksheet

2016-2017 Verification of Other Family Members in College

2016-2017 Verification of Support of Members in the Household

Mailing Policy
From September to May (but not between semesters), the Financial Aid Office sends mail to students via their residence hall mail box, if they reside on campus, or to their home address, if they do not reside on campus. During the summer months everything is mailed to the home address. Whenever possible, the Financial Aid Office also sends announcements to students through the regular What’s Up at Woo University emails.

Related Links

Code of Conduct for Education Loans

College Navigator

FAFSA.gov

Subscribe to Financial Aid
CONTACT US

Financial Aid Office
Shaughnessy Administration Building
Academic Mall, 1st floor
Office 150
508-929-8056
508-929-8194 (fax)
financial-aid@worcester.edu

Hours
Monday - Wednesday
8:15 a.m. - 6 p.m.
Thursday
8:15 a.m. - 5 p.m.
Friday
8:15 a.m. - 2 p.m.

Appointments Preferred