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Forms and Document Submission

Document Submission Platforms

Campus Logic Student Forms 

The Office of Financial Aid is now using a new online platform called Student Forms for students to securely submit all 2022-2023 Verification and most other FAFSA related documentation. Student Forms provides a single secure portal for all FAFSA related document submission making submission faster and easier.  

Student Forms is accessible using your CUNYfirst login username and password. Learn more about Student Forms with the CUNY Student Forms FAQ. 

NextGen Dynamic Forms

The Office of Financial Aid uses Dynamic Forms for the secure submission of Loan requests, Federal Work-Study forms and non-FAFSA related document submissions as well as any 2021-2022 FAFSA related document submissions. To complete a specific form you must access that form using the specific form link found on this page below. 

Dynamic Forms are identified with the letters"(DF)" after the form name in the forms listed below.  

Learn more about Dynamic Forms here. 

Access Dynamic Forms to view any Pending Forms or your Form Submission history.

PDF Forms

The Office of Financial Aid is in the process of converting as many PDF forms into Dynamic Forms as possible. While this process is ongoing some forms may still only be available in PDF format. In order to view or print PDF forms identified with the word "(pdf)" after the form name, you need to have the Adobe Reader X installed on your computer.

Document Submission Restrictions

Document submission by e-mail is not deemed sufficiently secure. Therefore only the Student Forms Platform, Dynamic Forms (and where applicable in-person) submissions are acceptable methods of document submission.  Click here to learn why. 

Forms

  • 2022-2023 Federal Pell Grant Award Chart (pdf)
  • 2021-2022 Federal Pell Grant Award Chart (pdf)
  • 2020-2021 Federal Pell Grant Award Chart (pdf)
  • 2019–2020 Federal Pell Grant Award Chart (pdf)
  • 2018–2019 Federal Pell Grant Award Chart (pdf)
  • 2017–2018 Federal Pell Grant Award Chart (pdf)
  • 2016–2017 Federal Pell Grant Award Chart (pdf)

TAP Waiver Application

  • Financial Aid TAP Waiver Application (online)

Verification

Verification Document submission for the 2022-2023 academic year is available via the Student Forms platform. 

Click here to learn how to know if you need to submit documents in Student Forms

Click here to learn how to access Student Forms.

Verification Forms for the 2021-2022 Award year (Summer 2021, Fall 2021, Spring 2022)  are below

Important Changes to FAFSA Verification for the 2021-2022 academic year:

In accordance with the US Department of Education’s Dear Colleague Letter dated July 13th 2021, CUNY will waive most of the previous federal verification requests for income information, confirmation of household size and the number of family members in college for the 2021-2022 Academic Year. 

Students selected for the Verification tracking Groups V4 and V5 are still required to provide proof of identity, complete a Statement of Educational Purpose, and submit proof of High School Completion status, as necessary.

Note: requests to resolve FAFSA comment codes in reference to student eligibility, conflicting information and verification for the purposes of professional judgement reviews are still valid and must also be resolved before federal Title IV aid can be administered. 

Please do not submit a V1 verification worksheet unless you have been instructed to do so by a Financial Aid representative. 

Dependent Students

  • Dependent V4 Worksheet (pdf)
  • Dependent V5 Worksheet (pdf)

Independent Students

  • Independent V4 Worksheet (pdf)
  • Independent V5 Worksheet (pdf)

Special Circumstances

We encourage you to first review the Special Circumstances for Federal Aid Programs webpage for more information about the special circumstance appeal processes. If you would like to schedule an appointment with a Financial Aid advisor to discuss your special circumstance, please submit our Special Circumstances Appointment Request Form.

General Financial Aid Document Upload Form

For uploading Citizenship, DHS, V4/V5, and other documents for the Summer 2021, Fall 2021, Spring 2022 semesters use the 2021-2022 Financial Aid Document Upload form (DF) 

For uploading non-FAFSA related documents such as consortium agreements, Authorization to Release Information, Student Social Security card, Retroactive Withdrawal Form etc. use the  Financial Aid Non-FAFSA Related Document Upload form (DF) 

First Degree Confirmation Form

2021-2022 First Degree Confirmation (DF)  

2022-2023 First Degree Confirmation (DF) 

Federal Direct Loans

NOTE: You must be registered for at least six credits to request a direct loan.

  • Initial Federal Direct Loan Application (DF)
  • Federal Direct Loan Status Change (Increase/Reduce/Cancel) Form (DF)—Available July 5, 2022
  • Graduate PLUS Loan Application (DF)—Available July 5, 2022
  • Parent PLUS Loan Application (DF)—Available July 5, 2022
  • Complete Direct Loan Entrance Counseling or Sign a Master Promissory Note
  • Complete Direct Loan Exit Counseling
  • Appeal a PLUS Credit Decision or Obtain an Endorser
  • Complete PLUS Credit Counseling
  • Complete TEACH Grant Counseling and Agreement to Serve
  • Managing Direct Loan Repayment, Deferments, and Forbearance
  • View Your Direct Loan Borrowing History

Federal Work-Study (FWS)

  • FWS Program Information for Supervisors (pdf)
  • FWS Program Orientation for On-Campus Supervisors (pdf)
  • FWS Program Orientation for Off-Campus Supervisors (pdf)
  • FWS Payroll Schedule (pdf)

 

  • Notice to Students Offered FWS (pdf)
  • FWS Program Orientation for Students (pdf)

The forms below are printable if marked PDF and electronic if marked online:

  • FWS Payroll Schedule (pdf)
  • Form I-9 (pdf) (External link to USCIS for Form I-9 PDF and instructions)
  • Form W-4 (pdf) (External link to IRS for Form W-4)
  • Form IT-2104 and IT-2104-E (External Link to NY State Dept. of Taxation and Finance for forms IT-2140 and IT2104-E)
  • Federal Work-Study Appeal Request (DF)
  • Federal Work-Study (FWS) Fact Sheet and Placement Form (DF)
  • Federal Work-Study (FWS) I-9 Document Upload Form (DF)
  • Notice and Acknowledgement of Pay Rate and Payday Under Section 195.1 of the New York State Labor Law -Notice for Hourly Rate Employees (pdf)
  • Federal Work-Study FAQ
  • Federal Work-Study Experimental/X-Site Program Request Form (DF) - For students doing student teaching, clinical work or field work for approved FWS Experimental/X-Site courses.
  • Statement for Option of Participating in the Federal Work-Study X-Site (DF)
  • Public Service Corps (PSC) flyer (pdf)
  • Public Service Corps (PSC) Fact Sheet (pdf)
  • Public Service Corps (PSC) Brochure (pdf)
  • NYC Public Services Corps Work-Study Internship Application (pdf)

Alternative Loans

  • 2022-2023 Alternative Loan Release Form (DF)
  • 2021-2022 Alternative Loan Release Form (DF)
  • 2020-2021 Alternative Loan Release Form (DF)

Study Abroad

  • Consortium Agreement (pdf) (not needed if your are participating in a CUNY study-abroad program)
  • Study Abroad Scholarship Information (pdf)

Satisfactory Academic Progress

Learn how to make a SAP appeal and reestablish eligibility. The appeal form is linked at the bottom of the Make A Sap Appeal webpage.

Miscellaneous Forms

  • Student Information Release Authorization (pdf)
  • COVID-19 Related Documentation Support Form (online)
  • COVID-19 Related Documentation Support Form (pdf)
  • Financial Aid Mission Statement
  • Information Guides
  • FATV: Financial Aid TV
  • Financial Literacy
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  • Disbursements and Refunds
  • The Percy Ellis Sutton SEEK Program
  • Resources
  • Forms and Document Submission
  • Withdrawing and Financial Aid Eligibility
  • Federal Satisfactory Academic Progress Standards for Title IV Financial Aid
  • Gainful Employment
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  • FAQ
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  • Dynamic Financial Aid Forms

 

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