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 (2018-2019)

For students: request adjustments to certain costs in your 2018-2019 cost of attendance budget.

03/22/2018
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 (2018-2019)

For students: This form must accompany all mailed, emailed or faxed submission of citizenship documents to the Office of Student Financial Planning.

03/22/2018
Dependent Verification Worksheet - Group 1 - Standard (2017-2018) 12/09/2016
Dependent Verification Worksheet - Group 1 - Standard (2018-2019) 03/29/2018
Dependent Verification Worksheet - Group 4 - Customized Verification (2017-2018) 12/21/2016
Dependent Verification Worksheet - Group 4 - Customized Verification (2018-2019) 03/29/2018
Dependent Verification Worksheet - Group 5 - Aggregate Verification (2017-2018) 12/12/2016
Dependent Verification Worksheet - Group 5 - Aggregate Verification (2018-2019) 03/29/2018
Employee Opt-Out of Paid Family Leave Benefits (PFL-Waiver) Form

Please see letter attached with waiver.

02/26/2018
Expected Year Income Form (2018-2019)

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).

03/22/2018
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form (2018-2019)

For GSAPP, SPS or SOA students who wish to start the Grad PLUS Loan process for 2018-2019 on paper rather than online. The completed form must be submitted to the Office of Student Financial Planning.

03/22/2018
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: Architecture, Planning and Preservation (2018-2019)

For students in GSAPP: start the process of applying for a Federal Graduate PLUS Loan online for the 2018-2019 school year.

03/22/2018
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: School of Professional Studies (2018-2019)

For SPS students: start the process of applying for a 2018-2019 Federal Graduate PLUS Loan online.

 
03/22/2018
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: School of the Arts (2018-2019)

For students in the School of the Arts: start the process of applying for a Federal Graduate PLUS Loan online for the 2018-2019 school year.

03/22/2018
Federal Direct Loan Request Form (2018-2019)

For students: request Federal Direct Stafford Loan funds if you have a valid 2018-2019 Free Application for Federal Student Aid (FAFSA) form on file with the Office of Student Financial Planning.

03/22/2018
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 - Professional Studies - Graduate (2018-2019)

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

03/22/2018
Financial Aid Student Checklist - Professional Studies - Undergraduate Certificate (2018-2019)

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

03/22/2018
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 (2017-2018) 12/21/2016
Independent Verification Worksheet - Group 1 - Standard (2018-2019) 03/29/2018
Independent Verification Worksheet - Group 4 - Customized Verification (2017-2018) 12/21/2016
Independent Verification Worksheet - Group 4 - Customized Verification (2018-2019) 03/29/2018
Independent Verification Worksheet - Group 5 - Aggregate Verification (2017-2018) 12/21/2016
Independent Verification Worksheet - Group 5 - Aggregate Verification (2018-2019) 03/29/2018
Information Release Form

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

12/08/2015
Loan Return Form (2018-2019)

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

03/22/2018
New York State Paid Family Leave Law (PFL) Waiver

This form should be completed if the student waiving the PFL benefit and payroll deduction.

02/28/2018
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 (2018-2019)

For SPS students: inform the Office of Student Financial Planning of your expected enrollment plans for 2018-2019.

03/22/2018
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
Request for VA Certificate of Eligibility

To request a document from the Department of Veterans Affairs that outlines what VA benefit the student will be using as well as the percentage entitlement the student receives.

12/01/2015
Suggested Lenders for Private Loans for Domestic Graduate Students - 2015-16

Outlines lender contact information and description of fee structure, interest rates, and borrower benefits for each lender’s private loan product

01/07/2016

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