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Financial Aid Forms

You should only submit those forms which are listed as requirements for your specific student file. Please check your email or the Financial Aid link of your My.Southwest account.

Note: Some of the items shown in the tables (2014-2015 and 2013-2014) below are Adobe PDFs and require Adobe Reader. Fillable PDF forms can be completed online, printed, saved, and edited.

Financial Aid Forms for 2014-2015
Form Description
Dependency Override Appeal (Size: 115 KB) The Department of Education does allow financial aid administrators to use professional judgment in cases where extenuating circumstances prevent a student from being able to provide parental information on the Free Application for Federal Student Aid (FAFSA), commonly referred to as a dependency status appeal or override.
Financial Aid Appeal Form (Size: 93 KB) This form is used to appeal a determination that you have not maintained Satisfactory Academic Progress (SAP).
History of Drug Conviction (Size: 156 KB) The form verifies the status of possible drug convictions and should only be submitted if requested by the Financial Aid Office.
Income Tax Information (Student or Parent)-Order a Transcript If you were selected for verification by the Department of Education, you must provide a copy of your tax information. Please check your student account to determine for which tax year information is needed.
Orphan/Ward Of The Court/Foster Care Form (Size: 78 KB) Your status as an independent student for financial aid purposes was based upon your answer to questions 52, 53, or 54 on the Free Application for Federal Student Aid (FAFSA).
Professional Judgment Appeal (Size: 119 KB) The Financial Aid Office can use their professional judgment to make adjustments on your Student Aid Report (SAR) because of unusual circumstances. You will have to provide enough documentation to support any adjustments.
Tax Guide Filing Resolution (Size: 354 KB) Provides instruction on the proper IRS tax filing status (head of household, married filing single, married filing jointly, etc.) for completing the Free Application for Federal Student Aid (FAFSA)
Unaccompanied Homeless Youth Form (Size: 95 KB) For students who have certified on the 2013-2014 Free Application for Federal Student Aid (FAFSA) that he/she is an unaccompanied homeless youth or a youth at risk of being homeless.
Verification of Low Income (Size: 67 KB) This form is for students who reported income for yourself and/or your family on your 2013-2014 Free Application for Federal Student Aid (FAFSA) appears insufficient to support the number of people in your household. Please complete this form to clarify how you and/or your family were able to provide for such needs as housing, food and utility bills during 2012 so that we may properly complete your financial aid award.
Verification Worksheet Checklist (Size: 221 KB) If you were selected for verification by the Department of Education, you must complete this form to verify information you reported about you and/or your parents.

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Financial Aid Forms for 2013-2014
Form Description
Additional Financial Information (Size: 27 KB) This form is used to verify income information which is not included on the other submitted verification forms. It should only be submitted if requested by the Financial Aid Office.
Dependency Override Appeal (Size: 218 KB) The Department of Education does allow financial aid administrators to use professional judgment in cases where extenuating circumstances prevent a student from being able to provide parental information on the Free Application for Federal Student Aid (FAFSA), commonly referred to as a dependency status appeal or override.
Financial Aid Appeal Form (Size: 131 KB) This form is used to appeal a determination that you have not maintained Satisfactory Academic Progress (SAP).
History of Drug Conviction (Size: 150 KB) The form verifies the status of possible drug convictions and should only be submitted if requested by the Financial Aid Office.
Income Tax Information (Student or Parent)-Order a Transcript If you were selected for verification by the Department of Education, you must provide a copy of your tax information. Please check your student account to determine for which tax year information is needed.
Orphan/Ward Of The Court/Foster Care Form (Fillable, Size: 163 KB) Your status as an independent student for financial aid purposes was based upon your answer to questions 52, 53, or 54 on the Free Application for Federal Student Aid (FAFSA).
Professional Judgment Appeal (Size: 221 KB) The Financial Aid Office can use their professional judgment to make adjustments on your Student Aid Report (SAR) because of unusual circumstances. You will have to provide enough documentation to support any adjustments.
Tax Filing Resolution (Size: 123 KB) Provides instruction on the proper filing status (head of household, married filing single, married filing jointly, etc.) for completing the Free Application for Federal Student Aid (FAFSA)
Unaccompanied Homeless Youth Form (Size: 163 KB) For students who have certified on the 2013-2014 Free Application for Federal Student Aid (FAFSA) that he/she is an unaccompanied homeless youth or a youth at risk of being homeless.
Verification of Low Income (Size: 181 KB) This form is for students who reported income for yourself and/or your family on your 2013-2014 Free Application for Federal Student Aid (FAFSA) appears insufficient to support the number of people in your household. Please complete this form to clarify how you and/or your family were able to provide for such needs as housing, food and utility bills during 2012 so that we may properly complete your financial aid award.
Verification Worksheet Checklist (Size: 284 KB) If you were selected for verification by the Department of Education, you must complete this form to verify information you reported about you and/or your parents.

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