Downloadable and On-Line Forms

Below are many of our commonly used forms available for you to download. Please mail, fax, email or hand deliver completed forms to the Office of Financial Aid, unless otherwise advised on the form. (Link to a PDF file requires Adobe Reader.)

Summer 2014  
Form Title Form Description
Summer Financial Aid Application Instructions Use this form to request we process a financial aid award for you to cover the summer term.
   

2014-2015

 
Form Title Form Description
Hours Adjustment Request Form If your enrollment plans for the fall or spring terms do not match your financial aid award you should submit this form.
Texas Application for State Financial Aid (TASFA) This form is used by students who are considered to be residents of the state of Texas, but who are not eligible for federal student aid programs. Instructions for completing the form are found here.
Parent's Household Size Information (Dependent) When requested, complete and submit this form
Student's Household Size Information (Independent) When requested, complete and submit this form
Parent's Household Members in College (Dependent) When requested, complete and submit this form
Student's Household Members in College (Independent) When requested, complete and submit this form
Parent's SNAP Benefits (Dependent) When requested, complete and submit this form
Student's SNAP Benefits (Independent) When requested, complete and submit this form
Parent's Child Support Paid (Dependent) When requested, complete and submit this form
Student's Child Support Paid (Independent) When requested, complete and submit this form
Parent's Untaxed Income (Dependent) When requested, complete and submit this form
Student's Untaxed Income (Dependent or independent) When requested, complete and submit this form
Parent's Statement of Not Filing a Tax Return When requested, complete and submit this form
Student's Statement of Not Filing a Tax Return When requested, complete and submit this form
14-15 Special Circumstances Cover Sheet It is important that you read the instructions on this cover sheet. Incomplete requests cannot be processed.
IRS Form 4506-T When requested, complete and submit this form
Scholarship Financial Statement This form is used for need based UT Dallas scholarship applications when the student is unable to or chooses not to complete the FAFSA
 
2013-2014
Form Title Links Form Description
13-14 Verification Worksheet   Students whose financial aid application was selected for verification are sent a custom worksheet to complete and return. If you need a new copy of this custom worksheet you can download it from Orion Self Service under "Communications".
13-14 Dependent Verification Worksheet (TASFA Only) pdf Students who are applying for financial aid as a Texas resident under Senate Bill 1528 must complete and submit the appropriate Verification Worksheet.
13-14 Independent Verification Worksheet (TASFA Only) pdf

Students who are applying for financial aid as a Texas resident under Senate Bill 1528 must complete and submit the appropriate Verification Worksheet.

13-14 TASFA Application pdf This is to be completed and submitted directly to UTD by students who are not able to complete the FAFSA on the Web because, while the are residents of the state of Texas, they are not eligible for federal student aid. Instructions for this form can be found here.
13-14 Special Circumstances Cover Sheet pdf Instructions and cover sheet to request that UT Dallas consider special financial circumstances.
13-14 Non Tax Filer Statement pdf If you or your parent did not file a 2012 tax return, and we have requested tax documenation from you, you may complete and submit this form.
IRS Form 4506-T pdf This form is required from selected applicants who indicated they did not file, and are not required to file, a federal income tax return.
Hours Adjustment Request Form   If your enrollment plans for have changed, please use this link to update us with your plans. HOURS ADJUSTMENT REQUEST FORM.
 
General Forms
Form Title Links Form Description
TEXAS Grant Statement of Student Eligibility pdf Form which must be completed by all TEXAS Grant recipients, to certify eligibility.
Dependency Override Request pdf Instructions and cover sheet for a request to have UT Dallas override your status as a dependent student.
SAP Appeal Cover Sheet pdf Appeal instructions and cover document to be attached to a SAP appeal
Title IV Aid Refunds and Repayment Requirements pdf Explains what happens to aid if a student decides to drop classes at UTD.
IRS Form 4506-T Request for Transcript of Tax Return pdf Form used to request tax return information from the IRS. Before you submit this form to the IRS, please read more about the verification process here.
Certification of Enrollment in a Teacher Education Program pdf For non-degree seeking post-baccalaureate students taking classes needed to be certified as an elementary or secondary school teacher.
Certification of required prerequisite classes for a non-degree seeking graduate student   There is no form. Your academic advisor should contact your financial counselor at financial-aid@utdallas.edu, indicating the program to which you are seeking admission and the specific classes which are prerequisite to be considered for admission into a UT Dallas graduate degree seeking program.
 
Hazlewood Exemption Forms
Form Title Links Form Description
HE-V Initial Application pdf For veterans who wish to apply for the Hazlewood Exemption as a first-time UT Dallas recipient or to request their unused hours be transferred to an eligible dependent or spouse. Additional documentation is required.
HE-D Initial Application pdf For eligible dependents and spouses of veterans who wish to apply for the Hazlewood Exemption as a first-time UT Dallas recipient. Additional documentation is required.
HE-V Renewal Application pdf For veterans who wish to apply for the Hazlewood Exemption as a continuing UT Dallas recipient or to request their unused hours be transferred to an eligible dependent or spouse. No additional documentation is required, unless there has been a status change
HE-D Renewal Application pdf For eligible dependents and spouses of veterans who wish to apply for the Hazlewood Exemption as a continuing UT Dallas recipient. No additional documentation is required, unless there has been a status change.

Last Updated: June 24, 2014