Financial Aid Documents

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. 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.

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.

For 2019-2020, complete this Asset Information form.

For 2018-2019, complete this Asset Information form.

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.

For 2019-2020

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”.

For 2018-2019

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”.

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 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 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 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.

Complete this ID Statement.

Parent's 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 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 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 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 Non-Tax Return Filer Status

Your parent(s) are required to document that no federal tax return was filed. For information on how to request a Verification of Non-Tax Filing Letter. Go here for details.

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.

Complete this S.C. Residency form.

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 S.C. 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.

For 2019-2020, complete this S.C. State Certification form.

For 2018-2019, complete this S.C. State Certification form.

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.

Complete this SAP Appeal form.

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 fafsa.gov and provide the required signature using your FSA ID and password and/or your parent’s FSA ID and password (if dependent).

Spouse’s Non-Tax Return Filer Status

Your spouse is required to document that no federal tax return was filed. For information on how to request a Verification of Non-Tax Filing Letter go here for details.

Spouse's 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 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 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 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 Non-Tax Return Filer Status

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. For information on how to request a Verification of Non-Tax Filing Letter Go here for details.

Student's 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 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 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 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.