2013-2014 Financial Aid Forms

Forms are in PDF format and were created with Adobe Acrobat. You will need to obtain a free copy of the Adobe Acrobat Reader to view and print these forms.

101 Terms & Conditions All students applying for financial aid for the 2013-2014 academic year are required to complete Terms and Conditions
102 Summer School Questionnaire All students interested in financial aid for summer school 2014 are required to complete the summer school questionnaire.
103 Scholarships & Military BAH Only students who are receiving scholarships not given by WCU and students who receive military BAH or whose parents receive military BAH are required complete this form.
104 Student Athlete Outside Scholarship Certification All student athletes who are receiving scholarships not given by WCU are required complete this form.
All forms in this section are requested on a case by case basis. DO NOT complete forms 201 through 212, unless requested by the WCU Financial Aid Office.
201 Verification Worksheet (Dependent) All dependent students selected for verification by the Department of Education must complete this form.
202 Verification Worksheet (Independent) All independent students selected for verification by the Department of Education must complete this form.
203 Child Support For parents and students selected for verification by the Department of Education with a discrepancy in child support.
204 Student Non-Tax Filer Statement For students who did not file a 2012 Federal Tax Return.
205 Parent Non-Tax Filer Statement For parents of dependent students who did not file a 2012 Federal Tax Return.
206 Household Worksheet For parents and students who have a discrepancy in the number of people reported in the household or the number in college.
207 Low Income For parents and students selected for verification by the Department of Education who had little or no income for 2012.
208 Marital Status Verification For parents and students selected for verification by the Department of Education with a discrepancy in their marital status.
209 Asset Information For parents and students selected for verification by the Department of Education with a discrepancy in their asset information.
210 Head of Household For parents selected for verification by the Department of Education with a discrepancy in their information.
211 Discrepancy Explanation For parents and students selected for verification by the Department of Education with a discrepancy in their information.
213 Food Stamp/SNAP Benefits For parents and students selected for verification who are required to complete this form.
214  Identity/Statement of Educational Purpose  For students slected for verification who are required to complete this form. 
Forms required of ALL PLUS Loan Borrowers
301 PLUS Certification for Undergraduate Students To apply for a PLUS loan for parents of dependent students.
302 PLUS Certification for Graduate Students To apply for a PLUS loan for graduate students.
303 Borrower Option for Undergraduate Students Borrower Options due to undergraduate PLUS loan denial.
Required of students who wish to file a special conditions appeal

400

Special Conditions Procedure Procedure for students who wish to file a special conditions appeal.
401 Loss of Employment Income (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal. Available July 1st
402 Loss of Untaxed Income or Benefit (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal.
403 Separation, Divorce or Death or Parent (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal.
404 Extraordinary Medical Expenses Paid (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal.
405 Tuition for a Special Needs Child (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal. Available July 1st
411 Loss of Employment Income (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.  Available July 1st
412 Loss of Untaxed Income or Benefit (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.
413 Separation, Divorce or Death of Spouse (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.
414 Extraordinary Medical Expenses Paid (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.
415 Tuition for a Special Needs Child (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.  Available July 1st
421 Cost of Attendance Adjustment Form needed for students who wish to have qualified car repairs, computer replacement, or child care expenses added to their Cost of Attendance.
422 Computer Allowance Request Form needed for students requesting a Cost of Attendance adjustment to purchase a computer.
Satisfactory Academic Progress Appeal

500

Satisfactory Academic Progress (SAP) Appeal Process and form required of all students not meeting SAP who wish to appeal their eligibility status for 2013-2014 aid year.
501 SAP Success Plan Reference Sheet Form required for Freshmen and Sophomores appealing their financial aid eligibility.
502 SAP Graduation Plan Form required for Juniors, Seniors, Graduate and second undergraduate students appealing their financial aid eligibility.
Miscellaneous Financial Aid Forms
601 Proof of Support for Dependent Child or Legal Dependent For students who want to change their status from dependent to independent based on the fact that they provide more than half support for a child or legal dependent.
602 Unaccompanied Homeless Youth For students who answered 'Yes' to the Unaccompanied Homeless Youth question on their FAFSA
603 Petition for Independent Status For students who have extraordinary circumstances that qualify them for review of dependency status.
604 Dependency Override Continuation for Returning Students For students who have been approved for dependency override in the past year.
606 Prior Year Homeless Youth For students who were previously determined to be classified as unaccompanied homeless youth by the financial aid office.
607 Verification of Active Duty Military For students who answered yes to FAFSA active military duty
701 Degree Plan For students required to submit a copy of a degree plan signed by the student's advisor showing all courses still required to complete the student's degree.
702 Change of Graduation Date For students who were scheduled to graduate Fall 2013, but will not graduate until Spring 2014.
703 Prerequisite Form for Graduate Program of Study For graduate students required to take undergraduate courses.
704 Parent Refusal Form For students whose parents refuse to provide the information necessary to complete the parent portion of the FAFSA.
705 Consortium Agreement For students who are enrolled at another institution but taking approved coursework leading to a degree at Western Carolina University.
707 Prerequisite Form for Teacher Certification For students who are in the teacher certification program and are required to take specific courses as prerequisites to the courses for the certification.
708 Total and Permanent Disability Certification For students who have previously had student loans discharged because of total and permanent disability.

Forms are in PDF format and were created with Adobe Acrobat. You will need to obtain a free copy of the Adobe Acrobat Reader to view and print these forms.

101 Terms & Conditions All students applying for financial aid for the 2013-2014 academic year are required to complete Terms and Conditions
102 Summer School Supplement (Available 2/1/2014) All students attending summer school 2014 are required to complete the summer school supplement.
103 Scholarships Only students who are receiving scholarships not given by WCU are required complete this form.
104 Student Athlete Outside Scholarship Certification All student athletes who are receiving scholarships not given by WCU are required complete this form.
All forms in this section are requested on a case by case basis. DO NOT complete forms 201 through 212, unless requested by the WCU Financial Aid Office.
201 Verification Worksheet (Dependent) All dependent students selected for verification by the Department of Education must complete this form.
202 Verification Worksheet (Independent) All independent students selected for verification by the Department of Education must complete this form.
203 Child Support For parents and students selected for verification by the Department of Education with a discrepancy in child support.
204 Student Non-Tax Filer Statement For students who did not file a 2012 Federal Tax Return.
205 Parent Non-Tax Filer Statement For parents of dependent students who did not file a 2012 Federal Tax Return.
206 Household Worksheet For parents and students who have a discrepancy in the number of people reported in the household or the number in college.
207 Low Income For parents and students selected for verification by the Department of Education who had little or no income for 2012.
208 Marital Status Verification For parents and students selected for verification by the Department of Education with a discrepancy in their marital status.
209 Asset Information For parents and students selected for verification by the Department of Education with a discrepancy in their asset information.
210 Head of Household For parents selected for verification by the Department of Education with a discrepancy in their information.
211 Discrepancy Explanation For parents and students selected for verification by the Department of Education with a discrepancy in their information.
213 Food Stamp/SNAP Benefits For parents and students selected for verification who are required to complete this form.
214  Identity/Statement of Educational Purpose  For students slected for verification who are required to complete this form. 
Forms required of ALL PLUS Loan Borrowers
301 PLUS Certification for Undergraduate Students To apply for a PLUS loan for parents of dependent students.
302 PLUS Certification for Graduate Students To apply for a PLUS loan for graduate students.
303 Borrower Option for Undergraduate Students Borrower Options due to undergraduate PLUS loan denial.
Required of students who wish to file a special conditions appeal

400

Special Conditions Procedure Procedure for students who wish to file a special conditions appeal.
401 Loss of Employment Income (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal. Available July 1st
402 Loss of Untaxed Income or Benefit (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal.
403 Separation, Divorce or Death or Parent (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal.
404 Extraordinary Medical Expenses Paid (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal.
405 Tuition for a Special Needs Child (DEPENDENT) Form needed for DEPENDENT students who wish to file a special conditions appeal. Available July 1st
411 Loss of Employment Income (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.  Available July 1st
412 Loss of Untaxed Income or Benefit (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.
413 Separation, Divorce or Death of Spouse (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.
414 Extraordinary Medical Expenses Paid (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.
415 Tuition for a Special Needs Child (INDEPENDENT) Form needed for INDEPENDENT students who wish to file a special conditions appeal.  Available July 1st
421 Cost of Attendance Adjustment Form needed for students who wish to have qualified car repairs, computer replacement, or child care expenses added to their Cost of Attendance.
422 Computer Allowance Request Form needed for students requesting a Cost of Attendance adjustment to purchase a computer.
Satisfactory Academic Progress Appeal

500

Satisfactory Academic Progress (SAP) Appeal Process and form required of all students not meeting SAP who wish to appeal their eligibility status for 2013-2014 aid year.
501 SAP Success Plan Reference Sheet Form required for Freshmen and Sophomores appealing their financial aid eligibility.
502 SAP Graduation Plan Form required for Juniors, Seniors, Graduate and second undergraduate students appealing their financial aid eligibility.
Miscellaneous Financial Aid Forms
601 Proof of Support for Dependent Child or Legal Dependent For students who want to change their status from dependent to independent based on the fact that they provide more than half support for a child or legal dependent.
602 Unaccompanied Homeless Youth For students who answered 'Yes' to the Unaccompanied Homeless Youth question on their FAFSA
603 Petition for Independent Status For students who have extraordinary circumstances that qualify them for review of dependency status.
604 Dependency Override Continuation for Returning Students For students who have been approved for dependency override in the past year.
606 Prior Year Homeless Youth For students who were previously determined to be classified as unaccompanied homeless youth by the financial aid office.
701 Degree Plan For students required to submit a copy of a degree plan signed by the student's advisor showing all courses still required to complete the student's degree.
702 Change of Graduation Date For students who were scheduled to graduate Fall 2013, but will not graduate until Spring 2014.
703 Prerequisite Form for Graduate Program of Study For graduate students required to take undergraduate courses.
704 Parent Refusal Form For students whose parents refuse to provide the information necessary to complete the parent portion of the FAFSA.
705 Consortium Agreement For students who are enrolled at another institution but taking approved coursework leading to a degree at Western Carolina University.
707 Prerequisite Form for Teacher Certification For students who are in the teacher certification program and are required to take specific courses as prerequisites to the courses for the certification.
708 Total and Permanent Disability Certification For students who have previously had student loans discharged because of total and permanent disability.
 

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