2020-2021 Financial Aid Forms

The forms on this page are for the Fall 2020, Spring 2021 & Summer 2021 terms only.

DocuSign Forms

The Office of Financial Aid has adopted a DocuSign process to simplify the federal verification process. These forms can now be completed and submitted online. If you have to attach a document such as a tax transcript or W-2, you will be able to take a photo and attach. Essentially, you may navigate this process without having to come to the campus. However, if you do not have internet service or need assistance to complete any of these forms, please feel free to stop by the Office of Financial Aid and someone will be available to guide you through this process.

If you are new to using DocuSign, please take a few minutes to view the DocuSign instructions.

Very Important: DocuSign is set up for your convenience, and if you did an IRS Data Retrieval when completing the FAFSA, the verification process will be expedited. Please monitor your award by logging into PantherWeb and clicking "Financial Aid Status". If any new red flag is posted, feel free to email your prospective campus contact for guidance.

You can now request your tax transcript online.

Helpful Links

How can I submit documents to the Financial Aid Office?

What are the steps to submit an online form through DocuSign?

How can I find out what is missing for financial aid?

Forms that may be completed via DocuSign and submitted online

Independent Verification Worksheet 1 - V1

Dependent Verification Worksheet 1 - V1 (2020-2021)

General Forms

Verification of Non-Filing Statement (Parent)

Verification of Non-Filing Statement (Student)

Verification of Non-Filing Statement (Spouse)

Foreign Non-Filing Statement

Verification of Income - IRS Flag 06

4506-T (Request for Transcript of Tax Return)

Clarification of Marital Status

Low Income Verification Worksheet

Asset and Investment Value Worksheet

2017 1040X Review

Loans

Loan Request Form

Federal Direct PLUS Loan Request Form

PLUS Loan Adjustment Form

Defaulted Loan Resolution Worksheet

Appeals

Financial Aid Appeal Request Form

SAP Self-Correction Form

Miscellaneous Forms

Bachelors Degree Correction Form

Dependency Status Informational Worksheet

Dependency Status McKinney-Vento Worksheet

Unusual Enrollment Petition

Parent Statement Worksheet

Financial Aid Revision Request

Selective Service Verification Worksheet

Completed at Palm Beach State College

The following forms can be obtained/completed at your PBSC campus Office of Financial Aid.

Forms to be completed on campus *

V4 Verification Form

V5 Dependent Verification Form

V5 Independent Verification Form

* Your health and safety are important to Palm Beach State College. Due to the uniqueness of the current situation with Covid-19, we have made provisions to allow you to submit these documents once they have been notarized to us by facsimile.