Forms

During the financial aid process, there are many times when additional information is required to complete an application for Federal Student Aid.

When PSU receives your FAFSA information, we will review it and contact you if any additional information is need. The U.S. Department of Education selects approximately 1/3 of all financial aid applicants for verification. This does not necessarily mean there is a problem with your application, simply that we need to collect additional information.

Notifications of required documents are sent via email. Only the forms being requested by Student Financial Services will need to be completed. Requested documents may be emailed, faxed, mailed, or dropped off in person during open office hours.


Do not send any unsolicited documentation as this may require additional clarification from PSU and slow the financial aid process and keep our office from identifying programs for which the student may be eligible
.

Forms For New Applicants Only

Please complete ONLY the forms listed on your email from Student Financial Services.

Tax Return Information:
The IRS Data Retrieval Tool (DRT) within the FAFSA may be used to submit your Federal Tax Return information. You may also choose to submit an official IRS Tax Return Transcript or a signed copy of your Federal Tax Return with all applicable schedules. Please see our Tax Data Fact Sheet for more details on various tax requirements and how to satisfy them.

Master Promissory Note (MPN) and Entrance Counseling:
All students borrowing from the Federal Direct Loan Program are required to sign a Master Promissory Note (MPN) and complete online Entrance Counseling at studentaid.gov if accepting their Federal Direct Loan.  

Form Name 2020-2021
Academic Year
2021-2022
Academic Year
Asset Information Form 2020-2021 Form 2021-2022 Form
Change in Circumstances Appeal 2020-2021 Appeal 2021-2022 Appeal
Citizenship Affidavit 2020-2021 Form 2021-2022 Form
Dependent Verification Worksheet  2020-2021 Worksheet 2021-2022 Worksheet
Eligible Non-Citizen Affidavit 2020-2021 Form 2021-2022 Form
Expense and Resource Worksheet 2020-2021 Worksheet 2021-2022 Worksheet
Household Number & Number in College Form (Dependent)   2021-2022 Worksheet
Household Number & Number in College Form (Independent)   2021-2022 Worksheet
Independent Verification Worksheet  2020-2021 Worksheet 2021-2022 Worksheet
Independent Appeal Form   2021-2022 Appeal
Monthly Expense Form 2020-2021 Form 2021-2022 Form
Parent Refusal Form 2020-2021 Form 2021-2022 Form
Permission Form 2020-2021 Form 2021-2022 Form
Sibling Enrollment Verification 2020-2021 Form 2021-2022 Form
Signature Page for FAFSA 2020-2021 Form 2021-2022 Form
Statement of Educational Purpose Form 2020-2021 Form 2021-2022 Form
Student Certification on Non Tax Filing 2020-2021 Form 2021-2022 Form
Total and Permanent Disability Discharge 2020-2021 Form 2021-2022 Form
Undergraduate Credits per Semester 2020-2021 Form 2021-2022 Form
Untaxed Income Worksheet 2020-2021 Worksheet 2021-2022 Worksheet
Unusual Enrollment History Appeal 2020-2021 Appeal 2021-2022 Appeal
Verify Parent on FAFSA 2020-2021 Form 2021-2022 Form
Outside Scholarship Form 2020-2021 Form 2021-2022 Form
Forms for New Deposited Students and Current Students
Forms for New Deposited Students and Current Students

Tax Return Information:
The IRS Data Retrieval Tool (DRT) within the FAFSA may be used to submit your Federal Tax Return information. You may also choose to submit an official IRS Tax Return Transcript or a signed copy of your Federal Tax Return with all applicable schedules. Please see our Tax Data Fact Sheet for more details on various tax requirements and how to satisfy them.

Secure Document Upload
Use this Secure Document upload link to submit any additional documents to us.

Form Name2020-2021
Academic Year
2021-2022
Academic Year
Asset Information Form2020-2021 Form2021-2022 Form
Change in Circumstances Appeal2020-2021 Appeal2021-2022 Appeal
Citizenship Affidavit2020-2021 Form2021-2022 Form
Dependent Verification Worksheet 2020-2021 Worksheet2021-2022 Worksheet
Eligible Non-Citizen Affidavit2020-2021 Form2021-2022 Form
Expense and Resource Worksheet2020-2021 Worksheet2021-2022 Worksheet
Household Number & Number in College Form (Dependent)2021-2022 Worksheet
Household Number & Number in College Form (Independent)2021-2022 Worksheet
Independent Verification Worksheet 2020-2021 Worksheet2021-2022 Worksheet
Independent Appeal Form2021-2022 Appeal
Monthly Expense Form2020-2021 Form2021-2022 Form
Parent Refusal Form2020-2021 Form2021-2022 Form
Permission Form2020-2021 Form2021-2022 Form
Satisfactory Academic Progress Appeal
Sibling Enrollment Verification2020-2021 Form2021-2022 Form
Signature Page for FAFSA2020-2021 Form2021-2022 Form
Statement of Educational Purpose Form2020-2021 Form2021-2022 Form
Student Certification on Non Tax Filing2020-2021 Form2021-2022 Form
Total and Permanent Disability Discharge2020-2021 Form2021-2022 Form
Undergraduate Credits per Semester2020-2021 Form2021-2022 Form
Untaxed Income Worksheet2020-2021 Worksheet2021-2022 Worksheet
Unusual Enrollment History Appeal2020-2021 Appeal2021-2022 Appeal
Verify Parent on FAFSA2020-2021 Form2021-2022 Form
Outside Scholarship Form2020-2021 Form2021-2022 Form
Early Spring Request FormJanuary 2021
Form
Summer Request FormSummer 2021 Form
Forms for Parents
Forms for Parents

The IRS Data Retrieval Tool (DRT) within the FAFSA may be used to submit your Federal Tax Return information. You may also choose to submit an official IRS Tax Return Transcript or a signed copy of your Federal Tax Return with all applicable schedules. Please see our Tax Data Fact Sheet for more details on various tax requirements and how to satisfy them.

Required Forms2020-2021
Academic Year
2021-2022
Academic Year
Child Support Paid Worksheet2020-2021 Worksheet2021-2022 Worksheet
Child Support Received Worksheet2020-2021 Worksheet2021-2022 Worksheet
Citizenship Affidavit for Parent2021-2022 Affidavit
Expense and Resource Worksheet2020-2021 Worksheet2021-2022 Worksheet
Parent Certification of Non-Tax Filing2020-2021 Form2021-2022 Form
Appeals for Additonal Resources

Additional Resources Appeal Form – NEW Incoming Undergraduate Students for assistance with Spring 2021 Bills
Additional Resource Appeal Form – RETURNING Undergraduate Students for assistance with Spring 2021 bills