Academic Year 2017 - 2018 Forms

2017/2018 Forms

These forms would only be requested if you are seeking need based financial aid from William and Mary's Office of Student Financial Aid (indicated by your filing a FAFSA). You would not need to submit these forms if you only desire Merit based aid from William and Mary.

2017/2018 CSS Profile - Our School Code is 5115

* the CSS Profile is only requested of new/entering students, continuing William and Mary students do not need to submit this application again.

2017/2018 FAFSA (Free Application for Federal Student Aid) - Our School Code is 003705

* the FAFSA for 2017-18 will be available for students to file as early as October 1, 2016. However please note that you are not required to file this early, as our aid deadlines are quite a bit later than this early filing date. Please refer to our announcement on priority filing dates for further information.

PLEASE DO NOT SEND TAXES OR FORMS IF WE HAVE NOT REQUESTED THEM! 

If you send unsolicited forms, we will have to verify the information regardless of the original determination of verification requirement during our review process. In other words, if you were not originally required to go through the verification process, sending unsolicited documents will require our office to verify the student.

Links to our explanation on using the IRS Data Retrieval Tool and instructions on obtaining an IRS Tax Return Transcript or an IRS Verification of Non-filing Letter.

Missing Information Glossary (pdf) - This document explains what we are asking for. Match the code in the e-mail that you received requesting additional information to the explanations here. You do not have to report on all items, just to the individual request.

Dependent Student Verification Worksheet (fillable pdf form) - For Dependent students only

Independent Student Verification Worksheet (fillable pdf form) - For INDEPENDENT students only

Special Circumstance Application (fillable pdf form) - if you need to request special consideration for unusual financial circumstances or if we have requested this form

Cash Flow Worksheet Monthly Income and Expense Form (fillable pdf form) - only submit this form if we have specifically requested it

Parent PLUS Loan Request Form (fillable pdf) - submitted in conjunction with your online Parent PLUS loan application to complete your Parent PLUS Loan process. This should not be submitted until after the student has a finalized award package.  Please note we will not start processing loans for the 2017/2018 school year until after July.

Outside Scholarship Reporting Form (pdf) - to inform us of any outside scholarships you have received

Dependency Override Application (fillable pdf) - only submit after consulting with your financial aid counselor

Non-Custodial Form (pdf) - only submit this form if we have specifically requested this

Identity & Statement of Educational Purpose (fillable pdf form) - only submit this form if we have specifically requested this

Sibling Enrollment Verification (pdf) - only submit this form if we have specifically requested this.

Original Citizenship Document Affidavit (fillable pdf form) - Students required to submit citizenship documents should present these documents in person to the Office of Financial Aid.  In cases when this is not possible, complete this  form and mail legible copies of your  citizenship documents.  Do not submit this form if you are able to bring your original document to the Financial Aid Office.  

Computer Expense/Budget Increase Request (fillable pdf form) - Submit for consideration of a one time budget increase to cover the cost of a computer for the 2017-2018 academic year.  You can submit up to 60 days before the start of the semester and verification of cost or purchase is required.  Budget increases will NOT result in additional grant funds, but with loan opportunities.

Part-Time /FLEX Track Student Self Reported Enrollment Plan (fillable pdf form) - Only for our part-time or FLEX track students. Use this form to report your anticipated enrollment to your financial aid counselor.  This form will expedite the process of creating financial aid packages for this unique group of students.

PLEASE DO NOT SEND TAXES OR FORMS IF WE HAVE NOT REQUESTED THEM!

These forms would only be requested if you are seeking need based financial aid from William and Mary's Office of Student Financial Aid (indicated by your filing a FAFSA). You would not need to submit these forms if you only desire Merit based aid from William and Mary.