Forms & Documents

Form/Doc Title Purpose Last Updatedsort descending
Third Party Billing Agreement
H-22 Private Education Loan Approval Sample - 2010-11 08/01/2009
Payments to Students and Their Taxability

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

05/01/2013
Application for IRS Individual Taxpayer Identification Number

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

08/01/2013
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
Suggested Lenders for Private Loans for International Undergraduate Students - 2015-16

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

09/18/2015
Suggested Lenders for Private Loans for International 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

09/18/2015
Veterans Request for Certification

You must complete this form for each term in which you wish to receive VA benefits at Columbia University.

11/10/2015
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
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
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
Information Release Form

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

12/08/2015
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
Suggested Lenders for Private Loans for Domestic Undergraduate 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
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
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
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
Federal Withholding Certificate (W-4, external PDF)

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

01/28/2016
Suggested Lenders for Private Loans for International Graduate Students - 2016-17

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

07/01/2016
Suggested Lenders for Private Loans for International Undergraduate Students - 2016-17

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

07/01/2016
Suggested Lenders for Private Loans for Domestic Graduate Students - 2016-17

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

07/01/2016
Suggested Lenders for Private Loans for Domestic Undergraduate Students - 2016-17

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

07/01/2016
Summer Stipend Request (Web Form)

This Summer Term Stipend Request Form is Only Applicable to Columbia University Students.

08/02/2016
Summer Stipend Cancellation (Web Form)
This Summer Term Cancellation Form is Only Applicable for Columbia University Students
08/03/2016
Dependent Verification Worksheet - Group 1 - Standard (2017-2018) 12/09/2016
Dependent Verification Worksheet - Group 5 - Aggregate Verification (2017-2018) 12/12/2016
Independent Verification Worksheet - Group 1 - Standard (2017-2018) 12/21/2016
Independent Verification Worksheet - Group 4 - Customized Verification (2017-2018) 12/21/2016
Dependent Verification Worksheet - Group 4 - Customized Verification (2017-2018) 12/21/2016
Independent Verification Worksheet - Group 5 - Aggregate Verification (2017-2018) 12/21/2016
Employee Opt-Out of Paid Family Leave Benefits (PFL-Waiver) Form

Please see letter attached with waiver.

02/26/2018
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
Loan Return Form (2018-2019)

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

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 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
Budget Adjustment Form (2018-2019)

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

03/22/2018
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
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
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

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