Financial Aid Forms

The Office of Financial Aid may request that you complete additional forms to support your application for financial aid. Only complete those forms that are requested of you.

Below you'll find the most common forms in use by the Office of 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 Financial Aid by the student, or by the student's parents or spouse, is completely confidential.

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.

These forms pertain to the 2020-2021 academic year only. If you have any questions regarding the type of forms you should fill out or need forms for the 2019-2020 academic year, please do not hesitate to contact us


CWRU Financial Aid Form

The CWRU Financial Aid form is required for all enrolling 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.

Proof of Citizenship/Residency

The Department of Education requires our office to verify some students' citizenship/residency status. You are required to submit appropriate documentation, most often a birth certificate, certificate of naturalization, a valid U.S. passport, or United States Permanent Resident Card, along with this document. Complete this form and submit it to the Office of Financial Aid via the My Financial Aid portal if requested.

Access the Proof of Citizenship/Residency Form

Statement of Educational Purpose

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, your record has been selected and you must submit the Statement of Educational Purpose and Proof of Identity form. Complete this form and submit it to the Office of Financial Aid via the My Financial Aid portal if requested.

Access the Statement of Educational Purpose Form

Student Tax Waiver Form

Complete this form and submit it to the Office of Financial Aid via the My Financial Aid portal if you did not file taxes for the requested tax year. You should upload this form under the ‘Student Tax Return’ link.

Access the Student Tax Waiver Form

Parent Tax Waiver Form

Complete this form and submit it to the Office of Financial Aid via the My Financial Aid portal if your parent(s) did not file taxes for the requested tax year. You should upload this form under the ‘Parent Tax Return’ link. 

This form should not be submitted for a parent with whom you have no contact and cannot retrieve parent data. Please see below.

Access the Parent Tax Waiver Form

 

Parent Information Waiver Form

Complete this form and submit it to the Office of Financial Aid via the My Financial Aid portal if you do not have contact with your parent(s). You should complete the CSS Profile Waiver Request form and gather your supporting documentation. You should upload this form under the ‘Parent Tax Return’ link. 

Access the Parent Information Waiver Form

Heartland ECSI Deferment Form

Complete this form and submit it to Heartland ECSI with supporting documentation in order to defer student loan payments during residency. This process occurs after graduation and when you are starting your residency program. Do not submit this form to the Office of Financial Aid. Please use school code '3D'. 

Access the Heartland ECSI Deferment Form