2023-24 Aid Year Forms

Summer 2023, Fall 2023 and Spring 2024

All Financial Aid forms require your legal name.

Many eligibility requirements and document requests must be fulfilled by the deadlines below. Make sure to check each form to determine its deadline. Forms with no deadlines will abide by these dates. Documents received, or changes to eligibility after this date may not be considered.

• • Fall only (will not be attending in the spring): November 15
  • Fall/Spring or Spring only: April 15

Additional forms will be added as processing periods open. The Veterans Benefit Education Form becomes available 30 days before the semester begins. Students will be notified via UB email if additional information must be provided to determine financial aid eligibility.

Documentation Upload Center

Your completed forms and documents can now be submitted electronically using our secured Documentation Upload Center.

Appeals

• • Return of Title IV Financial Aid Appeal (PDF)

Miscellaneous

• • Cost of Attendance Worksheet (PDF)
  • Financial Aid Revision Request Form (PDF)

New York State

• • New York State Aid Appeal Form (PDF)
  • Request to Transfer ATB Test Scores (PDF)

Verification

• • Additional Household Resources (PDF)
  • Citizenship Verification (PDF)
  • Dependent Student Verification Form (PDF)
  • FAFSA Conflicting Information-Parent (PDF)
  • FAFSA Conflicting Information-Student (PDF)
  • Health Professions Verification (PDF)
  • Independent Student Verification Form (PDF)
  • IRS Form 4506-T (PDF) (Send this form to the IRS as instructed on page 2)
  • Statement of Identity and Educational Purpose (PDF)

Veterans

• • Veterans Education Benefit Enrollment Form – Fall 2023 (PDF)
  • Veterans Education Benefit Enrollment Form  – Winter 2024 (PDF)
  • Veterans Education Benefit Enrollment Form – Spring 2024 (PDF)

Information is subject to change without notice due to changes in federal, state and/or institutional rules and regulations. Students must complete a FAFSA every year. Students must be making satisfactory academic progress to continue to receive financial aid.