The links on this page allow students to print forms that need to be filled out and submitted to Student Financial Services. To view and print many of the forms, students will need Adobe Acrobat Reader. The documents or links available on this page are:
- Checklist for Traditional Undergraduate Students Fall 2014
- FERPA Release Form (To be completed by student only)
- Payment Estimator for Traditional Undergraduate Students
- Traditional Undergraduate Student Account Payment Agreement
- Traditional Undergraduate Payment Agreement FAQ
- External Scholarship Deferral Request Form - Traditional Undergraduate
- Graduate/ADP New Student Information Sheet
- Payment Selection Form for Graduate and Adult Degree Program Students
- External Scholarship Deferral Request Form - Graduate and ADP
Student Account Forms
A. Checklist for Traditional Undergraduate Students - Fall 2014
This checklist is designed to introduce Traditional Undergraduate students to a few of the steps that for most students are necessary for each new academic year. The checklist is designed to help students move forward confidently and on schedule. It is not designed to be all-inclusive, but rather to address areas that are important when dealing with student finances.
B. FERPA Release Form
The FERPA form is completed by a student in order to give Student Financial Services permission to speak with designated people about their account. Without this form on file, we are limited in what we are able to discuss with others, such as a spouse or a parent. Only the student may complete the form. Permissions granted by the completion of this form may be rescinded at any time by the student.
C. Payment Estimator - Traditional Undergraduate Students
This will help traditional undergraduate students plan for the financial aspects of paying for college and sign up for a monthly payment plan. Students who have a financial aid award notice will want to use that to assist in filling out this estimator.
D. Traditional Undergraduate Student Account Payment Agreement
E. Traditional Undergraduate Payment Agreement FAQ
F. External Scholarship Deferral Request Form - Traditional Undergraduate
If you are expecting to receive an external scholarship that has not or will not likely be received by the University prior to the start of the semester, you must submit a Traditional Undergraduate External Scholarship Deferral Request Form in addition to a copy of your scholarship notification to avoid late payment penalties.
G. Graduate/ADP New Student Information Sheet
This form is designed to introduce Graduate and Adult Degree Completion students to the action steps required for each new academic year. The checklist is designed to help students move forward confidently and on schedule. It is not designed to be all-inclusive, but rather to address areas that are important when dealing with student finances.
I. External Scholarship Deferral Request Form - Graduate and ADPIf you are expecting to receive an external scholarship that has not or will not likely be received by the University prior to the start of the semester, you must submit a Graduate/ADP External Scholarship Deferral Request Form in addition to a copy of your scholarship notification to avoid late payment penalties.
J. Free Application For Federal Student Aid (FAFSA)
Students must file the FAFSA form to be considered for federal, state and some institutional financial aid. The FAFSA form will determine what a student's family's minimum expected family contribution (EFC) will be. The EFC will be used to award need based financial aid such as grants, loans and student employment. The FAFSA form can be accessed at www.fafsa.ed.gov. Students will need a PIN number to sign for their FAFSA. One can be obtained at www.pin.ed.gov.
Once the FAFSA is complete the student will receive a Student Aid Report (SAR) and a report will be sent to George Fox as well if one is requested to be sent. The school code for George Fox is 003194.
Students should contact their financial aid counselor if they have any questions concerning the FAFSA form.
K. Verification Worksheets
Each year the U.S. Department of Education randomly selects approximately 30 percent of those who complete the FAFSA for a process called Verification. This does not mean the selected students did anything wrong; it is just a means of ensuring that the FAFSA was filled out properly. George Fox University also selects some students for verification that have not been federally selected.
When students apply for federal student aid, answers to certain questions will determine whether they are considered dependent on their parent(s) or independent. If considered dependent on their parent(s), students must report the parent(s) income and assets as well as their own. If considered independent, students must report only their own income and assets (and those of their spouse, if married).
Students are classified as dependent or independent because federal student aid programs are based on the idea that students (and their parent(s) or spouse, if applicable) have the primary responsibility for paying for their postsecondary education. Students who have access to parental support (dependent students) should not receive need-based federal funds at the expense of students who do not have such access (independent students).
Students are considered independent if at least one of the following applies:
- student was born before Jan. 1, 1991 (14-15 AY)
- student is married
- student is enrolled in a graduate or professional educational program (beyond a bachelor's degree)
- student has legal dependents other than a spouse (that the student provides more than half of the support between July 1, 2013 and June 30, 2014)
- at any time since the student turned age 13, both of their parents were deceased, the student was in foster care or was a dependent or ward of the court
- student is or was an emancipated minor as determined by a court in their state of legal residence
- student is or was in legal guardianship as determined by a court in their state of legal residence
- at any time on or after July 1, 2011, the student's high school or school district homeless liaison determined that they were an unaccompanied youth who was homeless
- at any time on or after July 1, 2011, the director of an emergency shelter or transitional housing program funded by the US Dept of Housing and Urban Development determined that the student was an unaccompanied youth who was homeless
- at any time on or after July 1, 2011, the director of an runaway or homeless youth basic center or transitional living program determined that the student was an unaccompanied youth who was homeless or was self-supporting and at risk of being homeless.
- student is a veteran of the U.S. Armed Forces ("veteran" includes a student who attended a U.S. military academy who was released under a condition other than dishonorable) or is currently on active duty for purposes other than training. If the student claims to be an independent student, they may be asked to submit proof before they can receive any federal student aid
- Dependent / Independent Verification Form 2014-15(V1)
- Verification Instructions for V1 2014-15
- Verification of Child Support Paid 2014-15 (V3)
- Verification of High School Completion and Educational Purpose 2014-15(V4)
- Verification of All Elements 2014-15(V5)
- Verification of Low Income 2014-15(V6)
- Verification of Marital Status - Parent 2014-15
- Verification of Marital Status - Student 2014-15
- Dependent / Independent Verification Form 2013-14(V1)
- Verification Instructions for V1 2013-14
- Verification of SNAP, formerly known as Food Stamps 2013-14(V2)
- Verification of Child Support Paid 2013-14(V3)
- Verification of High School Completion and Statement of Educational Purpose 2013-14(V4)
- Verification of All Elements 2013-14(V5)
N. PLUS Loan Request Form
A PLUS Loan may be taken out by the parent(s) to help pay the cost of school for their undergraduate son or daughter, or by a graduate student to help cover their own costs. In addition to submitting a PLUS Request Form, a FAFSA must be filed in order to obtain a PLUS loan.
- Undergraduates/Parents: This link will take you to the online PLUS request form: PLUS Request Form
- Graduate PLUS Loan information is available through the financial aid counselors.
O. Special Circumstance Form
If the student's family has experienced highly unusual events that have had an impact upon their financial situation, they may request a Special Circumstances form. A committee will review the information and make a decision. Unusual circumstances include loss of employment or unexpected medical bills. More common circumstances such as paying for dental braces are not considered unusual in nature. Interested persons should see or call their financial aid counselor regarding their special circumstances situation and to request a Special Circumstances form.
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