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Printable 2018 - 2019 Office Forms

Office of Financial Aid

Printable 2018 - 2019 Office Forms

financial aid

 Note: The current forms, if required, are available via a student's "To Do List" on CUNYfirst as well as in the Office of Financial Aid.

The latest version of Adobe Acrobat may be required to print out forms.

Guide to Financial Aid on CUNYfirst


  1. SAR Intake Checklist
  2. ISIR Signature page (Required when submitting verification documents)
  3. Additional Explanation - Federal Verification
  4. Asset Verification

Verification Worksheet

  1. Dependent V1
  2. Dependent V4
  3. Dependent V5
  4. Independent V1
  5. Independent V4
  6. Independent V5


  1. IRS Non-filing Letter - Instructions and IRS 4506-T
  2. Income and Expense Worksheet
  3. Appeal for Federal Financial Aid Reinstatement
  4. Independence Appeal
  5. Expense Appeal - Cost of Attendance Adjustment
  6. Non-Filing Statement (For spouse or parents who do not have an SSN or TIN)
  7. Special Condition Request

Federal Direct Loan Forms

  1. Undergraduate students: Apply on CUNYfirst.

    CUNYfirst navigation - Student Center > Direct Loan Processing Form
  2. Federal Direct Student Loan Initial/Increase Request
  3. Federal Direct Student Loan Reduction/Cancellation Request
  4. Parent PLUS Loan Application (credit based loan for parents of undergraduate students)
  5. Parent PLUS Loan Reduction/Cancellation Request
  6. Filing Procedures
  7. Graduate students: Students in a Masters or Ph.D. program, with a valid 2018-19 FAFSA, will be automatically packaged with a Federal Direct Unsubsidized student loan. Once offered, a student should accept or decline the loan offer on CUNYfirst. Once accepted, a student may decrease the amount of their loan. 

    CUNYfirst navigation - Self Service > Student Center > Finances > Accept/Decline Awards
  8. Grad Student Summer 2018 Loan Request Form
  9. Grad PLUS Loan (credit based loan for Masters and Ph.D students)
  10. Online Entrance Counseling procedures (required for first-time student borrowers)
  11. Master Promissory Note (MPN)

Other Forms

  1. Towers - Anticipated Financial Aid Verification
  2. Expense Appeal (private elementary school, out of pocket medical and/or child care expenses)
  3. New York State TAP Grant
Beginning with the 2017-2018 FAFSA, the required income information is the income from the year before the previous year, this is called “prior-prior year”.

For the 2018-19 FAFSA, 2016 income information will be required, for the 2019-20 FAFSA, 2017 income information will be required.
Academic Year Tax Year (AGI)
2018-19 2016
2019-20 2017


  • Please read the instructions on the forms carefully before completing the form Also bring photocopies of your supporting documents. 
  • Forms completed with lead pencil or incomplete forms will not be accepted.​ Parent's signatures are required for dependent students.