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Undergraduate Financial Aid Forms

Financial Aid Comparison Worksheet (14/15 applicants)

For students awarded a Perkins Loan:

14-15 Texas Residency Form

14-15 Outside Scholarship Form (links to BannerWeb).       Log in and click on 1) Financial Aid, 2) Award, and 3) Award for Aid Year. Pick 2014/2015 Aid Year from the drop down menu. You may submit your outside scholarships electronically to our office on the Resources/Additional Information tab.

Perkins Loan Master Promissory Note (MPN)

Perkins Entrance Counseling

Note: The Perkins MPN and Entrance Counseling may not be faxed or emailed.  We must have the original signature on both items. Please drop the forms by, or mail them to, the Office of Financial Aid, 1845 E Northgate Dr., Irving TX 75062.

Scholarship Terms Acceptance Form

 

If you are not a US citizen or Permanent Resident,

but you are classified as a Texas resident and therefore are eligible to pay the Texas in-state tuition rate, use this 2014-2015 TASFA application. To use this application, your classification as a Texas resident must not be due to a waiver, such as an in-state scholarship or an assistantship.

13-14 Outside Scholarship Form: https://bannerweb.udallas.edu/

 Selected for Verification

The federal government randomly selects FAFSAs to be verified by the financial aid department. A financial aid counselor must confirm that the information on the FAFSA is correct before the student may receive any financial aid.

When completing your FAFSA online, you have the option of automatically retrieving your income and tax data from the Internal Revenue Service and having it transferred to your FAFSA. The IRS Data Retrieval Tool is the preferred method to complete the FAFSA. The IRS Data Retrieval Tool is the fastest and easiest option and will satisfy the tax transcript requirement.

If you are required to request a tax transcript from the IRS (please see the Verification Worksheet), you may do one of the following:
Online request- Go to http://www.irs.gov/Individuals/Get-Transcript and request a PDF of your tax transcript (or account transcript for those filing an amended return). You can e-mail this PDF to verification@udallas.edu.

Paper request- IRS Form 4506T-EZ . This option will allow you to have the tax return sent directly to UD from the IRS.  Call 1-800-908-9946 or go online to www.irs.gov.

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