Carroll College, Helena Montana

Financial Aid Forms

Financial Aid Forms:

Carroll College Family Tuition Allowance Grant
Students with two or more family members attending Carroll may qualify for this grant.
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 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 Application For John P. Thomas Family Biology Scholarship
Eligibility Criteria Senior Status AY 2017;Biology Major;Financial Need
Carroll College Application For John P. Thomas Family Scholarship
Eligibilty Criteria Sernior from Helena MT;Attended Helena area high school;Full Time
(12 credits or more) AY 2017 Senior;Financial Need
FAFSA Waiver Form 2016-2017
Choose this form if you plan to process a private education loan and do not plan to file a FAFSA.
FAFSA Waiver Form 2017-2018
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.
Federal IRS Data Retrieval Instruction Sheet
Choose this form if you need assistance with the IRS Data Retrieval process on FAFSA.
Federal IRS 1098T Education Tax Benefits Flyer
Choose this form for information about federal education tax benefits.
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.|
FERPA Notice
The Family Educational Right to Privacy Act form may be downloaded for review.
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 FSA User ID 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.
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.
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 2016-2017
Choose this form to report any private scholarships that you have received.
Outside Scholarships Reporting Form 2017-2018
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.
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.
Summer School Financial Aid Application for Academic Year 2015-2016
If you plan to enroll for summer school courses and apply for financial aid, you must complete the summer school application form. Applications are available late spring.
Summer School Withdrawal Form
Students who withdrwawal from a summer school course or courses must complete the summer school withdrawal form.
Special Circumstance Form Academic Year 2016-2017
Select this form if your family has special circumstances to review such as loss of income.
Special Circumstance Form Academic Year 2017-2018
Select this form if your family has special circumstances to review such as loss of income.
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.
2016-2017 Verification Worksheet for Federal Student Aid - Dependent Students
Choose this form if you are a dependent student who has been selected for verification for academic year 2016-2017.
2016-2017 Verification Worksheet for Federal Student Aid - Independent Students
Choose this form if you are an independent student who has been selected for verification for academic year 2016-2017.
2016-2017 Verification Worksheet for Untaxed Income
Choose this form to compare information from your application with your educational records as well as your parents' financial dcouments.  If you have been selected for verfication for the acedemic year 2016-2017.
2016-2017 Child Support Paid and SNAP Benefits
Choose this form if you've been selected for verification for academic year 2016-2017 and have been notified that you must complete the Child Support Paid form.
2016-2017 Statement of Educational Purpose
Choose this form if you've been selected for verification of educational purpose for the 2016-2017 academic year.


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