Financial Aid Forms
Use these forms when completing your paperwork for financial aid.
Families without access to their tax materials may request substitute documents through the Internal Revenue Service (IRS):
- Need a substitute 1040? Request a "tax return transcript."
- Need a substitute W-2 or 1099? Request a "wage and income transcript."
- Need a non-filer's statement? Request a "verification of non-filing letter."
Periodically Requested Forms
Federal Verification Worksheet (required for U.S. students)
- Federal Verification Worksheet for Dependent Student (submit via IDOC)
- Federal Verification Worksheet for Independent Student (submit via IDOC)
Non-Filing Certification (required if student/parent did not file a tax return)
- Student - 2023 Tax Year (submit via IDOC)
- Parent - 2023 Tax Year (submit via IDOC)
IRS Transcripts (required if student/parent is unable to locate their tax return and/or W2(s)) https://www.irs.gov/individuals/transcript-types-for-individuals-and-ways-to-order-them
- Tax Return Transcript (in lieu of tax return)
- Wage and Income Transcript (in lieu of W2(s))
Outside Resources Notification
- Outside Resources Notification Form (available ~ May 1—be sure to complete the correct year's form, as a new form must be submitted for each year in which an outside resource is received)
Other Available Forms
- Noncustodial Parent Waiver Petition (required only for domestic students unable to submit their noncustodial parent's information)
- Unusual Circumstances (Dependency Override) Appeal Form (for students who believe they should be considered independent)
- Federal Direct Loan Application for Student Borrowers
- Parent PLUS Loan Application (click on "Parent" tab; complete PLUS application and, if not previously submitted, MPN; no further action needed; available ~June 1)
- Cost of Attendance Adjustment Form (available ~ May 1)
- Financial Aid Appeal (appeal window for 2025-2026 will open in mid-December)
Periodically Requested Forms
Federal Verification Worksheet (required only for selected U.S. students)
- Federal Verification Worksheet for Dependent Students (available via IDOC)
- Federal Verification Worksheet for Independent Students (available via IDOC)
Non-Filing Certification (required if student/parent did not file a tax return)
- Student, 2022 tax year (available via IDOC)
- Parent, 2022 tax year (available via IDOC)
Outside Resources Notification Form (be sure to complete the correct year's form, as a new form must be submitted for each year in which an outside resource is received)
Parent Division of Income and Assets (only to be completed when requested by the Davidson Financial Aid Office)
Other Available Forms
- Noncustodial Parent Waiver Petition (required only for domestic students unable to submit their noncustodial parent's information)
- Unusual Circumstances (Dependency Override) Appeal Form (for students who believe they should be considered independent)
- Federal Direct Loan Application for Student Borrowers
- Parent PLUS Loan Application (click on "Parent" tab; complete PLUS application and, if not previously submitted, MPN; no further action needed)
- Cost of Attendance Adjustment Form
- Financial Aid Appeal (link available through late August for the 2024-25 academic year)