Financial Aid Forms

Forms and Worksheets


This page provides links to the DocuSign forms to complete verification, revision requests, and appeals.

  • 2026-2027 Verification
  • 2026-2027 Appeal
  • Revisions and loans
  • 2025-26 Verification
  • 2025-26 Appeal

Please submit documentation as soon as possible to allow time to review your information. After an initial review, additional items may be required before we can generate a financial aid offer.

Documents submitted by the August 1st priority due date will be processed by the first day of fall quarter. Due to the volume of requests at the start of the academic year, processing paperwork submitted after August 1st will begin mid- to late-October.

Contact the Office of Financial Aid and Scholarships with any questions.

For SAP appeals, go to the Satisfactory Academic Progress policy page for the current documents.

2026-2027 Verification Forms


See below for the required forms and links to complete 2026-2027 verification.
  • 26-27 Tax and Income: Parents

    These forms are for parent(s) of dependent students who were selected to verify income information for the 2024 tax year.

    • If there are two parents who filed taxes jointly, only one parent needs to complete the verification.
    • If there are two parents who filed separately, didn’t file, or have separate assets or income, both parents will need to complete the correct form individually.

    Select which situation reflects your income/tax filing status for 2024.

    • 26-27 Tax Filer-Parent(s): Complete this form if the parent and/or parent’s spouse filed or will file a 2024 IRS income tax return(s).
    • 26-27 Non-Tax Filer-Parent(s): Complete this form if the parent and/or parent’s spouse are not required to file a 2024 income tax return with the IRS.
    • 26-27 Assets & Debts-Parent(s): Complete this form if the parent and/or parent’s spouse/partner have been selected to verify asset information. Assets should reflect the current assets as of the date FAFSA was completed.
    • 26-27 Uncommon Situations-Parent(s): Complete this form if the parent and/or parent’s spouse/partner have an uncommon situation for the 2024 tax year. This includes filing extensions, amended tax returns, victims of identity theft, and non-IRS tax returns.
    • 26-27 Upload Documents: Complete this form if you have additional documents to submit to the Office of Financial Aid & Scholarships.
  • 26-27 Tax and Income Forms: Students

    These forms are for who were selected to verify income information for the 2024 tax year. Select which situation reflects your income/tax filing status for 2024.

    • 26-27 Tax Filer-Student: Complete this form if you, the student (and spouse if married) filed or will file a 2024 IRS income tax return(s).
    • 26-27 Non-Tax Filer-Student: Complete this form if you, the student (and/or spouse if married) will not file and are not required to file a 2024 income tax return with the IRS.
    • 26-27 Assets/Debts-Student: Complete this form if you, the student (and spouse if married) have been selected to verify asset information. Note: Assets should reflect the current assets as of the date completed.
    • 26-27 Uncommon Situations-Student: Complete this form if you, the student and/or spouse (if married) have an uncommon situation for the 2024 tax year. This includes filing extensions, amended tax returns, victims of identity theft, and non-IRS tax returns.
    • 26-27 Upload Documents: Complete this form if you have additional documents to submit to the Office of Financial Aid & Scholarships.
  • 26-27 Verification of Identity: Statement of Educational Purpose

    If you were selected for “Verification of Identity” you cannot submit your information online.

    You must appear in person to verify your identity and complete a "Statement of Educational Purpose" form in the presence of a CWU employee.

    • Bring an unexpired, valid, government-issued photo ID (driver's license, passport, etc.) to complete this process.
    • You may complete this verification at CWU Ellensburg campus or a CWU University Center.
    • If you are an online student out of WA State, you may complete this form with an authorized notary. Contact financialaid@cwu.edu to request the notary form.
  • 26-27 Family Size

    If you were selected to verify your family size, choose the correct form to submit. Unlike income information, the family size must reflect the current situation in your household.

    • 26-27 Family Size Verification: Complete this form if you were selected to verify your family size and the marriage status has not changed.
      • Dependent Students: One parent on your FAFSA must complete this form.
      • Independent Students: You may complete your own form.

2026-2027 Appeal Forms


Submission of an appeal does not guarantee approval. Review the instructions on each form carefully and submit all required documentation. Allow two to four weeks for review, depending on the time of year. Processing times are longest at the start of each quarter.

Revisions and Loan Forms


Documents submitted by the August 1st priority due date will be processed by the first day of fall quarter. Due to the volume of requests at the start of the academic year, processing paperwork submitted after August 1st will begin mid- to late-October.
  • Aviation Revision Form

    Complete this form for CWU Aviation students who need their cost of attendance adjusted to reflect the cost of flight lab fees. This form is required if requesting an increase to a Federal or Private loan to cover the additional cost. The person borrowing the funds must submit this form.

    Aviation Revision Form
  • Student Budget/COA Increase Request

    Complete this form if you would like to increase your cost of attendance (COA) for required educational expenses.

    Budget/COA Increase Request
  • Dependent Care Allowance

    You may submit this form for consideration of an increase to your cost of attendance if you have out-of-pocket care expenses for dependents residing with you due to attending classes during the academic year.

    Dependent Care Allowance
  • Parent PLUS Loan Increase

    Parents can submit this form to increase an accepted Parent PLUS loan to cover required educational expenses. Additionally, your credit check must not be expired, and you must be approved for the requested or maximum amount on the PLUS application.

    Parent PLUS Loan Increase
  • Revision Request

    Submit this form to request a change in your cost of attendance (COA) or financial aid. The expense must be incurred during the selected academic year.

    Be as specific as possible regarding the quarter(s) and amount(s) that you would like reviewed and adjusted.

    Revision Request
  • Parent Refusal

    Complete this form if you and your spouse/partner refuse to provide parental information on your dependent student's FAFSA.

    By not providing this information for the student, they will be ineligible for income based federal and state grants like the Pell and WA College Grant. They will only be offered unsubsidized dependent student loans.

    Parent Refusal
  • Dependency Override Appeal Form

    Student Only: Complete this form if you cannot provide parental information due to unusual circumstances. Documentation is required.

    Dependency override appeal
  • Updated Contributor

    Complete this form if you, as the student, made an error on your FAFSA by adding the incorrect parent, and have since updated the application to with the correct parent.

    These changes are not automatically approved. You may be required to revert the FAFSA to the original parent and resubmit it for processing.

    Updated Contributor
  • Provisionally Independent on the FAFSA

    You did not include parental information on your FAFSA. You answered "yes" to one or more of the dependency questions, and/or indicated you are a youth experiencing or at risk of experiencing homelessness.

    Complete this form and attach any required documentation. If you are not sure how to describe your situation, make an appointment with a financial aid counselor for further support and guidance.

    Provisional independence form

2025-2026 Verification Forms


See below for the required forms and links to complete 2025-2026 verification.
  • 25-26 Tax and Income: Parents

    These forms are for parent(s) of dependent students who were selected to verify income information for the 2023 tax year.

    • If there are two parents who filed taxes jointly, only one parent needs to complete the verification.
    • If there are two parents who filed separately, didn’t file, or have separate assets or income, both parents will need to complete the correct form individually.

    Select which situation reflects your income/tax filing status for 2023.

    • Tax Filer-Parent(s): Complete this form if the parent and/or parent’s spouse filed or will file a 2023 IRS income tax return(s).
    • Non-Tax Filer-Parent(s): Complete this form if the parent and/or parent’s spouse are not required to file a 2023 income tax return with the IRS.
    • Assets & Debts-Parent(s): Complete this form if the parent and/or parent’s spouse/partner have been selected to verify asset information. Assets should reflect the current assets as of the date FAFSA was completed.
    • Uncommon Situations-Parent(s): Complete this form if the parent and/or parent’s spouse/partner have an uncommon situation for the 2023 tax year. This includes filing extensions, amended tax returns, victims of identity theft, and non-IRS tax returns.
    • Foreign Income Exclusion-Parent(s): Complete this form if the parent and/or parent’s spouse/partner have a foreign income exemption for the 2023 tax year.
    • Upload Documents: Complete this form if you have additional documents to submit to the Office of Financial Aid & Scholarships.
  • 25-26 Tax and Income Forms: Students

    These forms are for who were selected to verify income information for the 2023 tax year. Select which situation reflects your income/tax filing status for 2023.

    • Tax Filer-Student: Complete this form if you, the student (and spouse if married) filed or will file a 2023 IRS income tax return(s).
    • Non-Tax Filer-Student: Complete this form if you, the student (and/or spouse if married) will not file and are not required to file a 2023 income tax return with the IRS.
    • Assets/Debts-Student: Complete this form if you, the student (and spouse if married) have been selected to verify asset information. Note: Assets should reflect the current assets as of the date completed.
    • Uncommon Situations-Student: Complete this form if you, the student and/or spouse (if married) have an uncommon situation for the 2023 tax year. This includes filing extensions, amended tax returns, victims of identity theft, and non-IRS tax returns.
    • Foreign Income-Student: Complete this form if you, the student (and spouse if married) have a foreign income exemption for the 2023 tax year.
    • Upload Documents: Complete this form if you have additional documents to submit to the Office of Financial Aid & Scholarships.
  • 25-26 Family Size

    If you were selected to verify your family size, choose the correct form to submit. Unlike income information, the family size must reflect the current situation in your household.

    • Family Size Verification: Complete this form if you were selected to verify your family size and the marriage status has not changed.
      • Dependent Students: One parent on your FAFSA must complete this form.
      • Independent Students: You may complete your own form.

  • 25-26 Verification of Identity: Statement of Educational Purpose

    If you were selected for “Verification of Identity” you cannot submit your information online.

    You must appear in person to verify your identity and complete a "Statement of Educational Purpose" form in the presence of a CWU employee.

    • Bring an unexpired, valid, government-issued photo ID (driver's license, passport, etc.) to complete this process.
    • You may complete this verification at CWU Ellensburg campus or a CWU University Center.
    • If you are an online student out of WA State, you may complete this form with an authorization Notary. Contact financialaid@cwu.edu to request the notary form.
  • 25-26 Parent Marriage Change

    Use this form if your parent(s) marital status on their 2023 tax return is different from the FAFSA.

    Example: they filed a joint tax return in 2023 but were not married at the time they signed the 2025-26 FAFSA as a contributor.

    Parent marriage change
  • 25-26 Student Marriage Change

    Use this form if your marital status on the 2023 tax return is different from the FAFSA.

    Example: you filed a joint tax return in 2023 but were not married at the time you completed the 2025-26 FAFSA.

    Student marriage change

2025-2026 Appeal Forms


Submission of an appeal does not guarantee approval. Review the instructions on each form carefully and submit all required documentation. Allow two to four weeks for review, depending on the time of year. Processing times are longest at the start of each quarter.

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