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Academic Year 2021 - 2022 Forms

Information

These forms will only be requested if you seek need-based financial aid from William & Mary's Office of Student Financial Aid (indicated by your filing of a FAFSA). You do not need to submit any of these forms (including the FAFSA) if you only desire merit-based aid from William & Mary.

2021 - 2022 CSS Profile - Required for William & Mary need-based grant resources. Not required for federal financial aid. Our School Code is 5115.

*The CSS Profile is only requested of new/entering students; at this time, continuing William & Mary students do not need to submit this application again. 

2021 - 2022 FAFSA (Free Application for Federal Student Aid) - Required for federal financial aid and should be filed annually. Used to award FSEOG funds, Pell grant, Work-Study Direct loans (Stafford). Our School Code is 003705

*The FAFSA for 2021-2022 is available as of October 1, 2020.  Please refer to our announcement on priority filing dates for further information. 

Please refer to our Missing Information Glossary for additional guidance on the request that our office has made. Not all requests have a corresponding form below but will require other document submissions as outlined in the Glossary.

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

If you send unsolicited documents, we are required to verify the information regardless of your verification status. In other words, if you were not originally required to go through the verification process, sending an unprompted document will require our office to verify the student's FAFSA data.

Information on using the IRS Data Retrieval Tool (IRS DRT) and instruction on obtaining an IRS Tax Return Transcript or an IRS Verification of Non-filing Letter can be found on our How to Apply for Aid section of our website. 

 

Our preferred method of document submission is through our secure one-way Box Portal online.

 

If you experience difficulties completing a form, please contact our office for assistance. 

Commonly Requested Forms:

Verification Worksheet - Dependent Student (fillable pdf form) - For Dependent Students selected for Verification

Verification Worksheet - Independent Student (fillable pdf form) - For Independent Students selected for Verification

Outside Scholarship/Resources Reporting Form (fillable pdf form) - Use this form to notify the Financial Aid Office of any scholarships or resources you have received from organizations or persons outside of William & Mary.

Homeless Unaccompanied Youth Determination Form (fillable pdf form) - This form is used to clarify a student's response to questions 55 - 57 on FAFSA.

2021-22 Graduate Student Enrollment Worksheet (fillable pdf form) - Use this form to report anticipated enrollment to your financial aid counselor. Providing us with this form will help expedite your process of review. The goal is to ensure that the financial aid package we create reflects your plans and cost and is as accurate as possible. 

2021-22  Undergraduate Student Enrollment Worksheet - FLEX Track, Part-Time, December Graduates, Spring Transfers (fillable pdf form) - Use this form to report anticipated enrollment to your financial aid counselor. Providing us with this form will help expedite your process of review. The goal is to ensure that the financial aid package we create reflects your plans and cost and is as accurate as possible. 

Additional Financial Aid Forms:

Appeal for Special Circumstances Consideration (fillable pdf form) - Use this form to report a change in family financial situations not addressed by the FAFSA filing.

Computer Expense/Budget Increase Request (fillable pdf form) - Submit this form for consideration of a one-time budget increase to cover the cost of a computer for the 2021 - 2022 academic year.  You can submit this request up to 60 days before the start of the fall semester or anytime during the academic year. Verification of cost or purchase is required. Approved increases will NOT result in additional grant funds, but with loan opportunities.

Dependency Override Form (pdf) - Only submit this form after consulting with your financial aid counselor

Dependency Status Worksheet (fillable pdf form) - Only submit this form if we have specifically requested it. This form is used to clarify a student's response to questions 46 - 54 on FAFSA. 

Dislocated Worker Verification Worksheet (fillable pdf form) - Only submit this form if we have specifically requested it

Identity and Statement of Educational Purpose (pdf) - Only submit this form if we have specifically requested it. 

Monthly Budget Worksheet (fillable pdf) - Only submit this form if we have specifically requested it. 

Original Citizenship Document Affidavit (pdf) - Students required to submit citizenship documents should present them in person to the Office of Financial Aid. When it is impossible to come in person, complete this form and mail legible copies of your citizenship documents to our office. DO NOT submit this form if you can bring your original document to the Financial Aid Office.

Sibling Enrollment Verification Form (pdf) - This form is used to certify a W&M Student's sibling enrollment at least half-time in a college/university program. At this time, you would submit this form after consulting with your financial aid counselor.

Graduate Summer School Financial Aid Application (pdf) - This form is used to provide your financial aid counselor with a confirmation of your plans for summer enrollment at W&M.   If you plan to study abroad, you should complete a Consortium Agreement with The Reves Center. If you plan to study abroad and take W&M classes, then a Consortium Agreement and this form will be necessary for full aid consideration.  

Undergraduate Summer School Financial Aid Application (pdf) - This form is used to provide your financial aid counselor with a confirmation of your plans for summer enrollment at W&M. If you plan to study abroad, you should complete a Consortium Agreement with The Reves Center. If you plan to study abroad and take W&M classes, then a Consortium Agreement and this form will be necessary for full aid consideration.