Documents and Forms
Forms
2020–2021 ACADEMIC YEAR
- Dependency Review Form (PDF)
- FERPA Release of Information (PDF)
- Financial Plan Form (PDF)
- How to Request IRS Tax Transcript (Word)
- Loan Discharge Counseling Statement (Word)
- PLUS In-School Deferment Form (PDF)
- Parent PLUS Loan Acceptance Form and Process (PDF)
- Repayment Request Information (PDF)
- Satisfactory Academic Progress (SAP) Appeal Form (PDF)
- Special Conditions Appeal Form (PDF)
- Unusual Enrollment History (PDF)
- Direct Deposit Form (Word)
- Consortium Agreement (Word)
2019–2020 ACADEMIC YEAR
- Dependency Review Form (PDF)
- FERPA Release of Information (PDF)
- Financial Plan Form (PDF)
- How to Request IRS Tax Transcript (Word)
- Loan Discharge Counseling Statement (Word)
- PLUS In-School Deferment Form (PDF)
- Parent PLUS Loan Acceptance Form and Process (PDF)
- Repayment Request Information (PDF)
- Satisfactory Academic Progress (SAP) Appeal Form (PDF)
- Special Conditions Appeal Form (PDF)
- Unusual Enrollment History (PDF)
- Direct Deposit Form (Word)
- Consortium Agreement (Word)
Verification
Due to changes in the federal verification process, please review the following information carefully prior to submitting any documents for the upcoming academic year. Find out more about why you were selected and how to streamline the process by going to the Financial Aid FAQ page and reading the information in the What is Verification? tab.
Be aware that documents required for verification are now individual to each student. Do not complete the verification process prior to receiving notice from the Financial Aid Office. Prior to receiving campus email access, new students will receive a paper notice of required documents. Continuing students can view required documents through the financial aid links in Web Self Service. When you are completing verification, review your requirements list to determine which forms and documents you will need to submit. Only submit the documents requested.
These forms must be printed, fully completed and signed by student (and parent, if student is dependent for financial aid), and returned to the Financial Aid Office along with any required documentation. Instructions are included on the form or worksheet below. Lourdes University offers BotDoc to submit tax documents, W2s or other documents with personally identifiable information. BotDoc is a free, secure method to upload your documents. No account or registration needed. Just click here and upload.
If students are selected for V4 or V5 verification, please complete the Verification Worksheet along with the appropriate attachment.
2020–2021 ACADEMIC YEAR VERIFICATION WORKSHEETS
Dependent Verification Worksheets
- V1 Dependent Verification Worksheet (PDF)
- V4 Dependent Verification Worksheet (PDF)
- V5 Dependent Verification Worksheet (PDF)
Independent Verification Worksheets
- V1 Independent Verification Worksheet (PDF)
- V4 Independent Verification Worksheet (PDF)
- V5 Independent Verification Worksheet (PDF)
2019–2020 ACADEMIC YEAR VERIFICATION WORKSHEETS
Dependent Verification Worksheets
- V1 Dependent Verification Worksheet (PDF)
- V4 Dependent Verification Worksheet (PDF)
- V5 Dependent Verification Worksheet (PDF)
Independent Verification Worksheets
- V1 Independent Verification Worksheet (PDF)
- V4 Independent Verification Worksheet (PDF)
- V5 Independent Verification Worksheet (PDF)
Links
Direct Stafford Loans and Direct PLUS (Parent Loan) Links
- Direct Stafford Repayment Plans, Loan Forgiveness
- PLUS Repayment and Deferment
- Consolidation
- Defaulted Student Loan
U.S. Department of Education Links
- FAFSA (Free Application for Federal Student Aid)
- FSA ID
- NSLDS (The National Student Loan Data System
- Department of Education