If you have documents listed as “Not Received”, “Not Signed” or “Incomplete” on the “Finances > Financial Aid > Documents” link of your AU Self-Service account, 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. These documents are needed to complete the financial aid process. You may fax to (864) 231-2008, email the document(s) to finaid@andersonuniversity.edu, submit them to the Office of Financial Services in the Rice Building or mail to the Office of Financial Services at 316 Boulevard, Anderson, S.C. 29621. If you have questions, please call (864) 231-2070.
- Dependent Verification Worksheet
- Student’s 2015 Tax Return Transcript
- Student’s 2015 W2(s)
- Student’s 2015 Non-Tax Return Filer Status
- Parent’s 2015 IRS Tax Return Transcript
- Parent’s 2015 W2(s)
- Parent’s 2015 Non-Tax Return Filer Status
- Asset Information Form
- Federal Direct Loan Entrance Counseling
- Federal Direct Loan MPN
- Federal PLUS Loan MPN
- Satisfactory Academic Progress (SAP) Appeal
Dependent and Independent Verification Worksheets
The Verification Worksheet is required for students who have been selected for verification by the Central Processing System based on their FAFSA results.
If you are a dependent student (parental information is on your FAFSA), complete a “Dependent Verification Worksheet”.
If you are an independent student (parental information is not on your FAFSA), complete an “Independent Verification Worksheet”.
2016-2017 Verification Worksheet
S.C. State Certification Form
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 State Certification form to the Office of Financial Services annually. Funds for the above referenced grants/scholarships will not disburse until this document is received.
S.C. Residency Form
To be eligible for funding from the State of S.C., 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.
Signature Needed on FAFSA
We have not received required signature(s) for the FAFSA on the Web application or correction. Please log into your FAFSA application at www.fafsa.gov and provide the required signature using your FSA ID and password and/or your parent’s FSA ID and password (if dependent).
Parent’s 2015 IRS Tax Return Transcript
You have been selected for verification and to complete your verification the Office of Financial Services will need a copy of your parent’s 2015 federal tax return transcript (NOT A COPY OF THEIR TAX RETURN). Instructions for requesting a tax return transcript can be found by clicking on this link. If you are eligible, it is faster to go back into your FAFSA application and use the IRS Data Retrieval Tool (IRS DRT) (see IRS Data Retrieval Tool Instructions) If you are able to use the IRS DRT and make no changes to the financial information, we will not need your parent’s IRS Tax Return Transcript.
Parent’s 2015 W2(s)
You have been selected for verification and to complete your verification the Office of Financial Services will need a copy of all your parent’s 2015 W2(s). If you do not have all the W2(s), you may request a Wage and Income Transcript from the IRS. Go here for details.
Parent’s 2015 Non-Tax Return Filer Status
Your parent(s) are required to document that no federal tax return was filed for 2015. For information on how to request a Verification of Non-Tax Filing Letter. Go here for details.
Student’s 2015 IRS Tax Return Transcript
You have been selected for verification and to complete your verification the Office of Financial Services will need a copy of your 2015 federal tax return transcript (NOT A COPY OF YOUR TAX RETURN). Instructions for requesting a tax return transcript can be found by clicking on this link. If you are eligible, it may be faster to go back into your FAFSA application and use the IRS Data Retrieval Tool (IRS DRT). If you are able to use the IRS DRT and make no changes to the financial information, we will not need your IRS Tax Return Transcript.
Student’s 2015 W2(s)
You have been selected for verification and to complete your verification the Office of Financial Services will need a copy of all of your 2015 W2(s). If you do not have all the W2(s), you may request a Wage and Income Transcript from the IRS. Go here for details.
Student’s 2015 Non-Tax Return Filer Status
You are required to document that no federal tax return was filed for 2015. For information on how to request a Verification of Non-Tax Filing Letter go here for details.
Spouse’s 2015 IRS Tax Return Transcript
You have been selected for verification and to complete your verification the Office of Financial Services will need a copy of your spouse’s 2015 federal tax return transcript (NOT A COPY OF THE TAX RETURN). Instructions for requesting a tax return transcript can be found by clicking on this link. If you are eligible, it may be faster to go back into your FAFSA application and use the IRS Data Retrieval Tool (IRS DRT). If you are able to use the IRS DRT and make no changes to the financial information, we will not need your IRS Tax Return Transcript.
Spouse’s 2015 W2(s)
You have been selected for verification and to complete your verification the Office of Financial Services will need a copy of all of your spouse’s 2015 W2(s). If you do not have all the W2(s), you may request a Wage and Income Transcript from the IRS. Go here for details.
Spouse’s 2015 Non-Tax Return Filer Status
Your spouse is required to document that no federal tax return was filed for 2015. For information on how to request a Verification of Non-Tax Filing Letter go here for details.
Federal Direct Loan Entrance Counseling
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 www.studentloans.gov. Review these instructions prior to beginning Entrance Counseling. If you do not wish to borrow any student loans, please email finaid@andersonuniversity.edu.
Federal Direct Loan Master Promissory Note (MPN)
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 www.studentloans.gov. Review these instructions prior to signing your MPN. If you do not wish to borrow any student loans, please email finaid@andersonuniversity.edu.
Federal PLUS Loan Master Promissory Note (MPN)
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 www.studentloans.gov. If after you receive an award notice the parent wishes to reduce the amount of the PLUS loan, he or she may email finaid@andersonuniversity.edu.
ID Statement
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 services counselor at Anderson University. If you are unable to meet with a financial services counselor because of distance, please call the Office of Financial Services for alternatives.
Asset Information Form
We are required to obtain or confirm information about the assets of you and/or your parents to finalize your financial aid application.
Satisfactory Academic Progress (SAP) Appeal
Students who fail to meet Anderson University’s published Satisfactory Academic Progress (SAP) policy are not eligible for financial aid funds. In some circumstances, students who experienced extenuating, documentable circumstances may file an appeal by sending in the completed SAP appeal form along with documentation to the Office of Financial Services.