Carroll College, Helena Montana

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 Family Tuition Allowance Grant
Students with two or more family members attending Carroll may qualify for this grant. Application deadline: FEBRUARY 1, 2016.
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 Application
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 Parish Scholarship Application
Entering freshman students from MT who are active in a Montana Parish are eligible to apply.  Application deadline: February 1, 2016.  Send completed applications to your local parish.
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 Sterling Brooke Memorial Scholarship Application
Students from the Ronan/St. Ignatius, MT area are eligible to apply.  Application deadline: February 1, 2016.
Carroll College Business Office Payment Plan and Disclosure Agreement Form
Required of all students enrolled at Carroll College.  Sign and return to the Business Office.
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.
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.
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.  Entrance Counseling must be completed for each new Perkins Loan that has been accepted.
Perkins Loan Master Promissory Note
Choose this form if you have been awarded a Federal Perkins Loan and you are a first-time borrower.  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.
Summer School Financial Aid Application
If you plan to enroll for summer school courses and apply for financial aid, you must complete the summer school application form.
Summer School Withdrawal Form
Students who withdrwawal from a summer school course or courses must complete the summer school withdrawal form.
2015-2016 Special Circumstance Form
Choose this form to submit a special circumstance appeal for academic year 2015-2016.
2015-2016 Special Circumstance for Loss of Income
Choose this form if you have experiences a loss of income and plan to submit a special circumstance appeal for academic year 2015-2016.
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.
2015-2016 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 2015-2016.
2015-2016 Verification Worksheet for Federal Student Aid - Independent Students
Choose this form if you are an independent student who has been selected for verificatoin for academic year 2015-2016.
2015-2016 Statement of Educational Purpose
Choose this form if you have been selected for verification for academic year 2015-2016 and have been notified that you must complete a Statement of Educational Purpose.
2015-2016 Child Support Paid
Choose this form if you've been selected for verification for academic year 2015-2016 and have been notified that you must complete the Child Support Paid form.


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