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2014-2015 Financial Aid Forms

Completing Your Financial Aid Application 2014-2015


Below you'll find the most common forms in use by the Office of University Financial Aid. Some of these are required by the office as part of a student's initial application for financial aid. Others are requested by the office on a case-by-case basis as documentation of special circumstances.

All information provided to the Office of University Financial Aid by the student, or by the student's parents or spouse, is completely confidential.

Although there are a large number of forms listed below, only a small fraction will apply to a given student. Please do not submit all these forms. As a general rule, if you don't know what the form is, or you're not certain it applies to you, please do not submit it.

The Office of University Financial Aid notifies students of the status of their financial aid application via email. Any documentation required by the office will be listed in this message and should be sent to this address:

Case Western Reserve University
Office of University Financial Aid
c/o DataBank
P.O. Box 614
Chesterton, IN 46304

Or faxed to: 866.645.4210

If you have any questions regarding the type of forms you should fill out or any other documentation requested by our office, please do not hesitate to contact us.


Application Checklist

This form contains general instructions regarding the application for financial aid at Case Western Reserve University and a checklist of application requirements. While this form should not be submitted to our office, you may find it useful for keeping track of your application for your own records.

Child Support Verification

The Department of Education randomly selects a portion of FAFSA applicants for a process called verification. If you are notified by our office to submit this form, that means that your record is selected and you must submit the Child Support Verification 2014–15 form.

CWRU Financial Aid Form

The CWRU Financial Aid form is required for enrolled students. The form is available online through the My Financial Aid portal. In order to complete the form, log in using your CWRU Network ID.

Dislocated Worker Verification

This form is required of students whose parents met the definition of a dislocated worker on the 2014–15 FAFSA. This form will be requested on the Documents tab in My Financial Aid if it is required. Only submit this form if we request it from you.

Financial Reevaluation Statement

Typically only submitted when specifically requested by a financial aid counselor, this form is completed by a student (and parents if the student is dependent), to document the type and circumstances of any large change in the student's and/or parents' financial circumstances. In such a situation, the form should be completed and returned directly to the Office of University Financial Aid.

Free Application for Federal Student Aid (FAFSA)

The FAFSA is the primary financial aid form for CWRU and most other universities across the country. The U.S. Department of Education sponsors the FAFSA form and requires its use by any educational institution disbursing federal financial aid.

High School Completion Status

The Department of Education randomly selects a portion of FAFSA applicants for a process called verification. If you are notified by our office to submit this form, that means that your record is selected and you must submit the High School Completion Status 2014–15 form.

Internal Revenue Service Forms

If a student is selected for verification by the U.S. Department of Education or CWRU, he or she must submit a copy of the complete IRS tax transcript for 2013 and W-2 forms to the Office of University Financial Aid.

Married students filing separately should submit copies of the spouse's IRS Tax Return Transcript for 2013. Dependent students should submit copies of the parents' IRS Tax Return Transcript for 2013.

Families are encouraged to utilize the Data Retrieval Tool on the FAFSA website when completing the FAFSA and not change any of the transferred figures. This will eliminate the need to obtain copies of the IRS Tax Return Transcripts.

If the Data Retrieval Tool cannot be used, the IRS Tax Transcript can be obtained at irs.gov. On the home page, select “Tools,” then choose “Order a Return or Account Transcript.” Follow the instructions for online ordering. You may also request the transcript by phone at 800.908.9946.

Once you receive your tax transcript from the IRS, submit the forms in their entirety. The tax transcripts and W-2 forms require submission of the cover page available below for each document. Only one cover page is required each time document(s) are submitted.

When parents file separately, the Tax Return Transcripts for both parents must be submitted.

Applicants for the 2014–2015 academic year should submit the forms from tax year 2013. In addition to the complete Federal Tax Return Transcript, W-2 forms must be submitted.

Students who have not and will not file a Federal Income Tax Return should submit a Student Spouse Affidavit. Parents who have not and will not file a Federal Income Tax Return should submit a Parent Non-Filer Verification Statement.

Memorandum of Assistance (MOA)

The Memo of Assistance form is required of all graduate and professional students applying for financial aid. Unlike most other forms, it is not completed by the student. Instead, it is completed by the graduate department for the program in which the student is enrolled. A graduate department representative completes the form and forwards it directly to the Office of University Financial Aid, certifying the following information:

  • Details of the degree and program
  • Exact number of credit hours and tuition fees charged for the academic year
  • Type and amount (if any) of graduate financial assistance being received by the student through the department in question

This form is required of all graduate and professional students applying for aid at CWRU, even if said student is not receiving any financial assistance from his or her department. If you are not certain that the form is going to be sent by the university department in question to the Office of University Financial Aid, please contact the department to arrange this.

Parent Non-Filer Verification Statement

The 2013 Non-Filer Verification Statement should be completed by the parents of a dependent undergraduate, provided the parents have not, and will not, file a 2013 U.S. Income Tax Return (1040/1040A/1040EZ).

Proof of Citizenship

The Department of Education requires our office to verify students' citizenship status. You are required to submit a copy of your U.S. Passport along with this document.

Proof of Permanent Residency

The Department of Education requires our office to verify students' Permanent Residency status. You are required to submit a copy of your United States Permanent Resident Card (USCIS I-551) along with this document.

Request for Refund Advance

Refund Advances are available to students whose aid will exceed their charges for a semester. Please review the form fully to determine if you qualify to request a refund advance. The form should be faxed 216.368.5054 or emailed to financialaid@case.edu prior to the start of the semester that you are requesting funds.

Selective Service Registration

The Department of Education requires our office to verify students' Selective Service registration. You are required to submit a copy of your Selective Service registration card or registration proof from the Selective Service website, sss.gov, along with this document.

Statement of Educational Purpose/Proof of Identity

The Department of Education randomly selects a portion of FAFSA applicants for a process called verification. If you are notified by our office to submit this form, that means your record was selected and you must submit the Statement of Educational Purpose/Proof of Identity form.

Student/Parent Untaxed Income Worksheet

The Untaxed Income Worksheet is not required as an initial part of the student's application for financial aid. If a student or parent reports untaxed income on the FAFSA (questions 44 and 94), this form will be requested by the Office of University Financial Aid. Please note the student's signature is required even if it was the parent who reported untaxed income.

Student Spouse Affidavit

This form should be completed by the student (and his or her spouse if applicable) who have not and will not file a 2013 Federal Income Tax Return (1040/1040A/1040EZ). Students will only be asked to submit this form if they were selected for verification.

Study Abroad Cost Sheet

This form should be completed by students participating in the Study Abroad Program.

Verification Form

The Department of Education randomly selects a portion of FAFSA applicants for a process called verification. If a student is selected, he or she will have this document listed as a required document.

The Verification form is a five-page document that contains much of the information reported on the FAFSA. Students requiring a Verification form should review the information (along with your parent(s) or spouse if appropriate), and then complete and return it, as indicated on page 1. As part of the verification process, you (along with your parent(s) or spouse if appropriate) are required to submit copies of the most recent tax year's IRS tax transcript and W-2 forms as supporting documentation. Please see Internal Revenue Service forms above.

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