Financial Aid Forms

To apply for need based financial aid, all students must complete the Free Application for Federal Student Aid (FAFSA).  In addition to this we also request the CSS Profile from our entering students (only, it is not necessary for returning students to complete the Profile)

Be sure to read form directions carefully and make sure to meet all necessary deadlines. Missed deadlines can affect your eligibility for specific forms of financial aid.

In order to download the forms, you will need the latest version of the Adobe Acrobat Reader.

Academic Year 2017 - 2018 Forms

Academic Year 2016 - 2017 Forms

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

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.

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 unrequested documents will require our office to verify the student.