Forms & Documents

Form/Doc Title Purpose Last Updatedsort descending
Student Checklist
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
Student Account Statement Schedule - 2014-15 12/11/2015
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
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
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
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
Federal Withholding Certificate (W-4, external PDF)

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

01/28/2016
Planned Enrollment Form: School of Professional Studies (2016-2017)

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

03/17/2016
Independent Verification Worksheet - Group 1 - Standard (2016-2017) 03/17/2016
Federal Direct Loan Request Form (2016-2017)

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

03/17/2016
Dependent Verification Worksheet - Group 4 - Customized Verfication (2016-2017) 03/17/2016
Financial Aid Student Checklist - Architecture, Planning and Preservation (2016-2017)

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

03/17/2016
Loan Return Form (2016-2017)

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

03/17/2016
Independent Verification Worksheet - Group 4 - Customized Verification (2016-2017) 03/17/2016
Independent Verification Worksheet - Group 5 - Aggregate Verification (2016-2017) 03/17/2016
Financial Aid Student Checklist - Professional Studies - Graduate (2016-2017)

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

03/17/2016
Dependent Verification Worksheet - Group 5 - Aggregate Verification (2016-2017) 03/17/2016
Financial Aid Student Checklist - Arts (2016-2017)

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

03/17/2016
Citizenship Documentation Affidavit Form (2016-2017)

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

03/17/2016
Expected Year Income Form (2016-2017)

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).

03/17/2016
Budget Adjustment Form (2016-2017)

For students: request adjustments to certain costs in your current cost of attendance budget.

03/17/2016
Dependent Verification Worksheet - Group 1 - Standard (2016-2017) 03/17/2016
Independent Verification Worksheet - Group 6 - Household Resources (2016-2017) 04/21/2016
Dependent Verification Worksheet - Group 6 - Household Resources (2016-2017) 04/21/2016
Financial Aid Student Checklist - Professional Studies - Certificate (2016-2017)

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

05/17/2016
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

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