Forms & Documents

Form/Doc Titlesort descending Purpose Last Updated
Application for IRS Individual Taxpayer Identification Number

For use by individuals who are not U.S. citizens or permanent residents

08/01/2013
Budget Adjustment Form (2017-2018)

For students: request adjustments to certain costs in your 2017-2018 cost of attendance budget.

03/27/2017
Certificate of Non-New York State Residence (IT-2104.1, external PDF)

This form should be completed if the student is not a resident of New York State.

01/28/2016
Citizenship Documentation Affidavit Form (2017-2018)

Form that must accompany all mailed, emailed or faxed submission of citizenship documents to Student Financial Planning office

03/24/2017
Dependent Verification Worksheet - Group 1 - Standard (2016-2017) 03/17/2016
Dependent Verification Worksheet - Group 1 - Standard (2017-2018) 12/09/2016
Dependent Verification Worksheet - Group 4 - Customized Verfication (2016-2017) 03/17/2016
Dependent Verification Worksheet - Group 4 - Customized Verification (2017-2018) 12/21/2016
Dependent Verification Worksheet - Group 5 - Aggregate Verification (2016-2017) 03/17/2016
Dependent Verification Worksheet - Group 5 - Aggregate Verification (2017-2018) 12/12/2016
Dependent Verification Worksheet - Group 6 - Household Resources (2016-2017) 04/21/2016
Expected Year Income Form (2017-2018)

For students: request an estimated income review if your expected household income for the school year will be less than what is reported on your completed Free Application for Federal Student Aid (FAFSA).

03/27/2017
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form (2017-2018)

For GSAPP, SPS or SOA students who wish to start the Grad PLUS Loan process for 2017-2018 on paper rather than online. The completed form must be submitted to the Office of Student Financial Planning.

03/20/2017
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: Architecture, Planning and Preservation (2017-2018)

For students in GSAPP: start the process of applying for a Federal Graduate PLUS Loan online for the 2017-2018 school year.

03/16/2017
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: School of Professional Studies (2017-2018)

For SPS students: start the process of applying for a 2017-2018 Federal Graduate PLUS Loan online.

03/27/2017
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: School of the Arts (2017-2018)

For students in the School of the Arts: start the process of applying for a Federal Graduate PLUS Loan online for the 2017-2018 school year.

03/20/2017
Federal Direct Loan Request Form (2017-2018)

For students: request Federal Direct Stafford Loan funds if you have a valid 2017-2018 Free Application for Federal Student Aid (FAFSA) form on file with the Office of Student Financial Planning.

03/27/2017
Federal Withholding Certificate (W-4, external PDF)

Work-Study earnings are taxable income. This form authorizes the withholding of federal taxes.

01/28/2016
Financial Aid Student Checklist - Architecture, Planning and Preservation (2017-2018)

For Architecture, Planning and Preservation students: apply for aid, accept offers, and apply for additional loans

03/16/2017
Financial Aid Student Checklist - Arts (2017-2018)

For Arts students: apply for aid, accept offers, and apply for additional loans.

03/20/2017
Financial Aid Student Checklist - Professional Studies - Graduate (2017-2018)

For Professional Studies - Graduate students: apply for aid, accept offers, and apply for additional loans

03/27/2017
Financial Aid Student Checklist - Professional Studies - Undergraduate Certificate (2017-2018)

For Professional Studies - Undergraduate Certificate students: apply for aid, accept offers, and apply for additional loans

03/27/2017
Free Application for Federal Student Aid (FAFSA)

For students: submit or make corrections to your FAFSA. Columbia University’s federal school code is 002707.

12/08/2015
H-22 Private Education Loan Approval Sample - 2010-11 08/01/2009
Independent Verification Worksheet - Group 1 - Standard (2016-2017) 03/17/2016
Independent Verification Worksheet - Group 1 - Standard (2017-2018) 12/21/2016
Independent Verification Worksheet - Group 4 - Customized Verification (2016-2017) 03/17/2016
Independent Verification Worksheet - Group 4 - Customized Verification (2017-2018) 12/21/2016
Independent Verification Worksheet - Group 5 - Aggregate Verification (2016-2017) 03/17/2016
Independent Verification Worksheet - Group 5 - Aggregate Verification (2017-2018) 12/21/2016
Independent Verification Worksheet - Group 6 - Household Resources (2016-2017) 04/21/2016
Information Release Form

For students: authorize a third party to receive information about your financial aid.

12/08/2015
Loan Return Form (2017-2018)

For students who wish to reduce or return loan funds they have been awarded

03/27/2017
New York State/City Certificate of Exemption (IT-2104e, external PDF)

Students who are New York State residents must complete this form if they qualify for an exemption.

01/28/2016
New York State/City Withholding Allowance Certificate (IT-2104, external PDF)

Students who are New York State residents must complete this form unless they qualify for an exemption.

01/28/2016
Payments to Students and Their Taxability

Explains how to categorize payments made to students in support of their education-related activities

05/01/2013
Planned Enrollment Form: School of Professional Studies (2017-2018)

For SPS students: inform the Office of Student Financial Planning of your expected enrollment plans.

03/27/2017
Private Education Loan Application and Solicitation Disclosure

A required disclosure relating to institutional loans.

12/01/2015
Private Loan Application & Disclosure - Undergrad 2015-16 12/01/2015
Private/Alternative Student Loan Programs Offered by U.S. States - 2014-15

Outlines, by state, programs that offer private/alternative loans to student residents who attend out-of-state colleges or universities

12/24/2014

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