Financial Aid Forms

Financial Aid Forms:

Alternative/Private Loan Debt Management Counseling
If you are processing a private education loan, you must select this link to complete money management counseling.
Carroll College Loan Calcuation Worksheet
Use this form to calculate the amount to borrow for a Federal Direct Parent PLUS Loan or a Private Education student loan.
Carroll College MESA Matched Education Savings Program
Choose this form to review the application criteria for the Carroll College Matched Education Savings Program.
Carroll College MESA Matched Education Savings Program Frequently Asked Questions
Choose this form for additional information about the MESA Program.
Carroll College Consortium Contractual Agreement
Choose this form if you plan to enroll at a host institution for Carroll College credits.
Carroll College Employer Matching Grant
Choose this form if you plan to participate in the Employer Matching Grant Program.
Carroll College Summer School Application
If you plan to enroll in summer courses, complete the summer school financial aid application form.
Carroll College Summer School Withdrawal Form
Review and complete the summer school withdrawal form if you are planning to withdrawal from any summer school courses that you've registered to attend.
FAFSA Waiver Form
Choose this form if you plan to process a private education loan and do not plan to file a FAFSA.
Federal Aid Tax Benefits
Choose this link to review educational tax benefits offered through the IRS.
Federal IRS Tax Return Transcript Request Form
Choose this form to request a tax return transcript from the IRS.
FERPA Release of Personally Identifiable and Confidential Information Form
Carroll College can only release certain academic record information to the student unless the student completes a FERPA Release of information form for Business Office and Financial Aid Office related issues.
Financial Aid Glossary
Choose this form for a description of financial aid terms.
Financial Awareness Counseling
If you are borrowing a private education loan as a first-time borrower, you must complete Financial Awareness Counseling through the StudentLoans.gov portal.  You will need your Federal FAFSA PIN number to login to the website.
Financial Aid Office Return of Institutional and Title IV Funds Policy & Business Office Tuition and Fee Refund and Withdrawal Policy
Choose this form to review the policy on Return of Title IV Funds in the event of a student withdrawal.
Financial Aid Timeline
Choose this form for an overview of financial aid timelines.
Health Insurance Waiver Form
Choose this form if you have private health insurance coverage and wish to waive the Carroll insurance plan.
Housing and Meal Plan Appeal Student Release of Information Form
Choose this form if you wish to file an appeal to live off-campus or waive the meal plan.
LifeSkills Lessons
If you are a previous private education student loan borrower and are borrowing a new loan, you must complete the appropriate LifeSkills lesson per instructions you receive from the Financial Aid Office.
Live Life Smart Budgeting and Money Management Guide
Choose this form to access helpful budgeting tools.
NASFAA Student Aid Quick Reference Sheet
Choose this form for a summary of financial aid information.
NSLDS Federal Student Loan website
Choose this link to access information about your federal student loan history.
Outside Scholarships Reporting Form
Choose this form to report any private scholarships that you have received.
Payment Plan Options
Choose this form if you plan to set up a semester payment plan with the Business Office.
Perkins Loan Entrance Counseling
Choose this link if you have been awarded a Federal Perkins Loan for academic year 2012-2013. Please note, you must complete both Entrance Counseling and the Master Promissory Note.
Perkins Loan Master Promissory Note
Choose this form if you have been awarded a Federal Perkins Loan for academic year 2012-2013.  Please note, you must complete both Entrance Counseling and the Master Promissory Note.
Perkins Loan Exit Counseling
Choose this link to complete Federal Perkins Loan Exit Couseling.
Satisfactory Academic Progress Appeal Form
If you have experienced extenuating circumstances that prevented you from maintaining satisfactory academic progress, complete this form.
Satisfactory Academic Progress Brochure Choose this form to review information in regard to the Satisfactory Academic Progress policies.
Satisfactory Academic Progress Questions
Choose this link for a listing of common questions and answers in regard to Satisfactory Academic Progress policies.
2014-2015 Special Circumstance Form
Choose this form to submit a special circumstance appeal.
2014-2015 Special Circumstance Form for Loss of Income
Choose this form if you have experienced a loss of income and plan to submit a special circumstance appeal.
Stafford Loan Exit Counseling
Choose this link if you received Federal Stafford Loans while in attendance at Carroll and you are no longer enrolled.  All student loan borrowers are required to complete exit counseling.
TEACH Grant Fact Sheet
Choose this form form information about hte TEACH Grant.
VA Education Benefits Certification Form
Choose this form if you are receivng VA Education Benefits. 
VA Benefits Questionnaire
Choose this form if you are receiving VA Education Benefits.
Withdrawal Checklist Form
Choose this form to review the required steps that must be completed before withdrawing from Carroll College.
Work-Study Guidelines
Choose this form for information about Federal Work-study.
Yellow Ribbon Information Sheet
Choose this form form information about the VA Chapter 33 Yellow Ribbon Program.
2014-2015 Verification Worksheet for Federal Student Aid - Dependent Students
Choose this form if you are a dependent student who has been selected for verification.
2014-2015 Verification Worksheet for Federal Student Aid - Independent Students
Choose this form if you hare an independent student who has been selected for verification.
2014-2015 Statement of Educational Purpose
Choose this form if you have been selected for verification and have been notified that you must complete a Statement of Educational Purpose form.
2014-2015 Child Support Paid Certification Form
Choose this form if you have been selected for verification and report child support paid on the FAFSA application.


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