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Financial Aid

Important Forms & Documents

If you have documents listed as “Not Received,” “Not Signed,” or “Incomplete” in your Anderson University Workday portal, review the appropriate document name below for further information on what you may need to complete and use the links to download, complete, and sign the document. Please use secure means (personal delivery, U.S. Postal Service, fax, or encrypted email) to return any requested documentation that contains personal identifiable information. We do not consider using standard email as a secure means to send such documents.

COMPLETE LIST OF FORMS & DOCUMENTS

The Annual Student Loan Acknowledgment is an optional task to help you understand how much you have borrowed in federal student loans previously and how much you are eligible to borrow for the upcoming academic year. You may complete this requirement online at studentaid.gov under the “Complete Aid Process” drop down menu. This task cannot be completed until after April 15 for the upcoming academic year which begins each fall. If you do not wish to borrow any student loans, please email Aid@AndersonUniversity.edu.

We are required to obtain or confirm information about the assets of you and/or your parents to finalize your financial aid application. For 2024-2025, complete this Asset Information form. For 2023-2024, complete this Asset Information form.

The Verification Worksheet is required for students who have been selected for verification by the Central Processing System based on their FAFSA results.

For 2024-2025

For 2023-2024

Entrance Counseling is required to be completed online prior to disbursement of your first Federal Direct student loan (subsidized or unsubsidized.) You may complete your Entrance Counseling online at studentaid.gov.

Review these instructions prior to beginning Entrance Counseling. If you do not wish to borrow any student loans, please email Aid@AndersonUniversity.edu.

The Master Promissory Note (MPN) is required to be completed by the student for a Federal Direct loan to be disbursed. You may complete the MPN online at studentaid.gov.

Review these instructions prior to signing your MPN. If you do not wish to borrow any student loans, please email Aid@AndersonUniversity.edu.

The PLUS Master Promissory Note (MPN) is required to be completed by the parent for a PLUS loan to be disbursed. Your parent may complete the PLUS MPN online at studentaid.gov.

If after you receive an award notice the parent wishes to reduce the amount of the PLUS loan, he or she may email Aid@AndersonUniversity.edu.

If this document is being requested, you will need to print and complete this document with your signature in the physical presence of a financial aid counselor at Anderson University. If you are unable to meet with a financial aid counselor because of distance, please call the Office of Financial Aid & Scholarships for an alternative.

For 2024-2025, Complete this ID Statement.

For 2023-2024, Complete this ID Statement.

Anderson University’s net price calculator (NPC) can be used to get an estimate of your aid and costs. The NPC provides a preliminary estimate of federal, state, and institutional aid eligibility and assists you in the financial planning process of college. Please keep in mind that all of the scholarship information provided is an estimate. Anderson University will be able to further clarify your eligibility for scholarships once you have submitted an application for admission. Our competitive or program-based scholarships are not calculated in this estimate.

Your Preliminary Estimate

You have been selected for verification and to complete your verification, the Office of Financial Aid & Scholarships will need a copy of all your parent’s federal tax return transcript (not a copy of their tax return.) Here’s instructions for requesting a tax return transcript.

You have been selected for verification and to complete your verification, the Office of Financial Aid & Scholarships will need a copy of all your parent’s W2(s.) If you do not have all the W2(s,) you may request a Wage and Income Transcript from the IRS.

Your parent(s) are required to document that no federal tax return was filed. Review this Information on how to request a Verification of Non-Tax Filing Letter.

To be eligible for funding from the State of South Carolina, you must be classified as a South Carolina resident. Please complete this South Carolina Residency Form for us to determine your residency status for awarding State aid.

The State of South Carolina requires by law that if you receive a South Carolina Tuition Grant, LIFE Scholarship, HOPE Scholarship, or Palmetto Fellows Scholarship that you complete, sign, and return the S.C. State Certification form to the Office of Financial Aid & Scholarships annually. Funds for the above referenced grants/scholarships will not disburse until the document is received.

For 2024-2025, complete this S.C. State Certification form.
For 2023-2024, complete this S.C. State Certification form.

We have not received required signature(s) for the FAFSA on the web application or correction. Please log into your FAFSA application at studentaid.gov and provide the required signature using your FSA ID and password and/or your parent’s FSA ID and password (if dependent.)

Your spouse is required to document that no federal tax returns was filed. Here’s information on how to request a Verification of Non-Tax Filing Letter.

You have been selected for verification and to complete your verification, the Office of Financial Aid & Scholarships will need a copy of all your spouse’s federal tax return transcript (not a copy of their tax return.) Here’s instructions for requesting a tax return transcript.

You have been selected for verification and to complete your verification, the Office of Financial Aid & Scholarships will need a copy of all your spouse’s W2(s.) If you do not have all the W2(s,) you may request a Wage and Income Transcript from the IRS.

 

Dependent students (parental information is on the FAFSA) can document this requirement on the Dependent Verification Worksheet. No additional documentation is needed. Independent students (parental information is not on the FAFSA) are required to document that no federal tax return was filed. Here’s more information on how to request a Verification of Non-Tax Filing Letter.

You have been selected for verification and to complete your verification, the Office of Financial Aid & Scholarships will need a copy of all your federal tax return transcript (not a copy of your tax return.) Here’s instructions for requesting a tax return transcript.

You have been selected for verification and to complete your verification the Office of Financial Aid & Scholarships will need a copy of all your W2(s.) If you do not have all the W2(s,) you may request a Wage and Income Transcript from the IRS.