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
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
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
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
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
Summer Stipend Cancellation (Web Form)
This Summer Term Cancellation Form is Only Applicable for Columbia University Students
08/03/2016
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
Independent Verification Worksheet - Group 4 - Customized Verification (2019-2020) 10/23/2018
Dependent Verification Worksheet - Group 4 - Customized Verification (2019-2020) 10/23/2018
Unusual Enrollment History Student Form 2019-2020 10/23/2018
Independent Verification Worksheet - Group 5 - Aggregate Verification (2019-2020) 01/14/2019
Independent Verification Worksheet - Group 1 - Standard (2019-2020) 01/14/2019
Unusual Enrollment History Resolution Form 2019-2020 01/23/2019
Dependent Verification Worksheet - Group 5 - Aggregate Verification (2019-2020) 01/29/2019
Dependent Verification Worksheet - Group 1 - Standard (2019-2020) 01/29/2019
Budget Adjustment Form (2019-2020)

For GSAPP, SPS, Graduate Engineering, or SOA students: request adjustments to certain costs in your 2019-2020 cost of attendance budget.

03/13/2019
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form (2019-2020)

For GSAPP, SPS, Graduate Engineering, or SOA students who have received a federal financial aid package and wish to start the Grad PLUS Loan process for 2019-2020 on paper rather than online. The completed form must be submitted to the Office of Student Financial Planning.

03/13/2019
Financial Aid Student Checklist - Architecture, Planning and Preservation (2019-2020)

For Graduate Architecture Students - apply for aid, accept offers, and apply for additional loans

03/13/2019
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: Architecture, Planning and Preservation (2019-2020)

For students in GSAPP: start the process of applying for a Federal Graduate PLUS Loan online for the 2019-2020 school year.

 
03/13/2019
Financial Aid Student Checklist - School of the Arts (2019-2020)

For SOA Students - apply for aid, accept offers, and apply for additional loans

03/13/2019
Citizenship Documentation Affidavit Form (2019-2020)

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

03/13/2019
Information Release Form

For GSAPP, SPS, Graduate Engineering, or SOA students: authorize a third party to receive information about your financial aid.

03/13/2019
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: School of the Arts (2019-2020)

For students in the School of the Arts: start the process of applying for a Federal Graduate PLUS Loan online for the 2019-2020 school year.

03/13/2019
Loan Return Form (2019-2020)

For GSAPP, SPS, Graduate Engineering, or SOA students who wish to reduce or return loan funds they have been awarded.

03/13/2019
Expected Year Income Form (2019-2020)

For GSAPP, SPS, SOA, and Graduate Engineering 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).

03/13/2019
Federal Direct Loan Request Form (2019-2020)

For GSAPP, SPS, Graduate Engineering, or SOA students: request Federal Direct Stafford Loan funds if you have a valid 2019-2020 Free Application for Federal Student Aid (FAFSA) form on file with the Office of Student Financial Planning.

03/13/2019
Planned Enrollment Form: School of Professional Studies (2019-2020)

For SPS students: inform the Office of Student Financial Planning of your expected enrollment plans for 2019-2020.

04/22/2019
Financial Aid Student Checklist - Professional Studies - Graduate (2019-2020)

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

04/22/2019
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: School of Professional Studies (2019-2020)

For students in SPS: start the process of applying for a 2019-2020 Federal Graduate PLUS Loan online.

04/23/2019
Summer Stipend Request (Web Form)

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

05/06/2019
Planned Enrollment Form: Graduate School of Engineering (2019-2020)

For Graduate Engineering students: inform the Office of Student Financial Planning of your expected enrollment plans for 2019-2020.

05/23/2019
Federal Direct Graduate PLUS Loan Request and Credit Authorization Form: Graduate School of Engineering (2019-2020)

For students in the Graduate School of Engineering: start the process of applying for a Federal Graduate PLUS Loan online for the 2019-2020 school year.

06/03/2019
Independent Verification Worksheet - Group 5 - Aggregate Verification (2020-2021) 10/29/2019
Dependent Verification Worksheet - Group 5 - Aggregate Verification (2020-2021) 10/29/2019

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