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The Schock Financial Aid Office

Forms

Contact Us  

The Schock Financial Aid Office

Address:
25 University Avenue, Suite 030
West Chester, PA 19382


Phone: 610-436-2627
Fax: 610-436-2574
Email: Finaid@wcupa.edu


Hours:
Monday-Friday: 8:00am-4:30pm
Wednesday: 9:00am-4:30pm

Forms

Below is a library of helpful information and commonly used forms available for your use. For your convenience you may download, print, complete and submit, if required. Please read the instructions carefully and submit with any and all required documentation (when appropriate) to the Financial Aid Office. Each one includes a description of its purpose.

NOTE: You MUST have Adobe Reader to view these files. Click the button below and follow the instructions on the next screen to download the application.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
  • 1099R

  • A form with which an individual reports his or her distributions from Pensions, IRAs, retirement plans, annuities, profit-sharing plans, and/or insurance contracts.

  • Academic Appeal Form

  • This application is used to request reinstatement of your federal financial aid when you have been notified by the aid office that you are in noncompliance of the Satisfactory Academic Progress policy. The appeal process requires that students meet with their academic advisor and provide a copy of an Academic Recovery Plan/Academic Success Plan. Students granted an APPEAL will be placed on Financial Aid Probation (FAP) and will receive Title IV- Federal Aid for one (1) pay period/term. At the end of the probation period the student's academic progress will be reviewed again. Submission of this application does not guarantee reinstatement of canceled Federal IV financial aid. Students should discuss alternative payment options with the Bursar's office.

    Students are encouraged to discuss their concerns and seek guidance and help from the Department of Counseling & Psychological Services and the WCU Health and Wellness Center, where it is appropriate.

    Appeal Deadlines:

    Appeals received after the deadline are subject to decline and may be returned to the applicant without committee action.

    Fall or Spring submit at least 3 weeks BEFORE the semester begins.

    Summer should be submitted 2 weeks BEFORE prior to the start of the summer session.

  • Additional Financial Worksheet

  • To clarify additional items reported on the FAFSA used to offset income.

  • ADP Brochure - Important information

  • The ADP Brochure provides Financial Aid information and helpful tips to newly accepted students who will be starting Summer 2014 in the Academic Development Program (ADP).

  • 2014 ADP Students Class of 2018

  • To apply for aid for 2014-2015 please complete the 2014-2015 FAFSA by the March 1st priority deadline. To apply for financial aid for the Summer 2014 ADP Program you are required to complete the 2013-2014 FAFSA and the Summer 2014 ADP Summer Aid Application.

  • Appeal To Be An Independent Student Request Form

  • Parental information is required for students who are not independent according to federal statute. Appeals will be considered after the student has:

    1. Had a telephone or in-person appointment with the appropriate Financial Aid Staff and
    2. All required documentation of extenuating family circumstances has been provided.

    Please do not complete and submit any documents until after your appointment with FA Staff. Please carefully complete Step # 3 of the FAFSA. For added insight please see our FAQs concerning this topic.

    The decision of the aid office is final and cannot be appealed.

  • Authorization to Release Information Form

  • This form may be used to authorize or restrict the release of information pertaining to an individual student's West Chester University records.

  • Business Verification Form

  • To verify if a business is exempt from the FAFSA asset question.

  • Child Support Paid Verification Worksheet - Dependent

  • To verify the accuracy of yearly parental child support paid.

  • Child Support Paid Verification Worksheet- Independent

  • To verify the accuracy of yearly student/spouse child support paid.

  • Confidentiality Statement

  • Departments that engage Federal Work Study Students in work that involves confidential and information, documents and materials are required to collect a confidential statement from each of their students. This document should be forwarded to the financial aid office.

  • Consortium Agreement Form

  • This form serves as an agreement between the student's Home school and Host school where the student may be earning credits. Also available in the financial aid office.

  • Custom Verification Group Worksheet

  • To verify specific students identified by the federal government.

  • Dependent Verification Worksheet

  • To verify dependent students and their parents.

  • Direct Deposit Form

  • Used to authorize wages earned to be directly deposited into student's bank account.

    All students are encouraged to take advantage of this service for the prompt delivery of payment.

    1. Print form
    2. Fill out the form completely
    3. Write "void" on a personal check
    4. Take the form & your voided check to the Human Resources/Payroll Office.

  • Enrollment Change Form - PA Residents

  • Used to request the PA State grant when West Chester University was not listed as the 1st choice on the FAFSA.

  • Expense Breakdown Form

  • To verify how expense are being paid with no apparent income.

  • Federal Direct Student Loan - Borrowers Limits

  • Information regarding annual borrowing limits for the FDSL Program.

  • Federal Nursing Acknowledgment and Reference Form

  • Required of Nursing Student Loan recipients.

  • Federal Nursing Student Loan Fact Sheet

  • Information regarding Federal Nursing Student Loan.

  • Federal Perkins Student Loan Fact Sheet

  • Information regarding Federal Perkins Student Loan.

  • Federal Satisfactory Academic Appeal (SAP) Form

  • Used to request a Federal Financial Aid Appeal when the student does not comply with SAP requirements.

  • Federal Student Aid (FAFSA)

  • Application used to apply for Federal and State Student Assistance.

    Priority deadline is March 1st. Must be filed each year. Our Federal code 003328.

  • Federal Work Study (FWS) Request to Transfer Form

  • Used to request the transfer of a FWS employee to another department.

    May be initiated by either the student or the supervisor. Must contain both parties' signatures. Transfers are not guaranteed and reassignment is based on the vacancies available at the time of request.

  • Federal Work Study Student Employment Application

  • The priority deadline is February 14th.

    To apply for Federal Work study (FWS) - complete your FAFSA AND complete a West Chester University Student Employment Application as early as possible but in compliance with each application's priority deadline.

    Students offered federal work study may not hold another on campus job, processed by the WCU Payroll office, while participating in the FWS Program.

    The 2014-2015 WCU Federal Work Study Student Employment Application will be available January 1st.

  • Summer 2014 Federal Work Study Student Employment Application

  • Funding for the summer is limited. Eligibility will be determined after Spring grades are posted and academic progress has been determined.

    Eligible students will receive a contract via their WCU email account.

    Submission of the application does not guarantee a summer employment position. (Available in aid office only.)

    Priority Deadline: June 30, 2014

  • Federal Work Study Student Employment Handbook

  • Handbook and guidelines for Students and Supervisors.

  • Financial Aid Notice - FAN

  • Letter containing the student's financial aid awards.

  • Independent Verification Worksheet

  • To verify Independent students and spouse if married.

  • Notice to Cancel Federal Verification

  • Enrolled students may cancel their verification using this form.

  • PA State Grant Forms

  • Forms made available by the Pennsylvania State Grant Agency such as enrollment change forms, incomplete status notice, special circumstance forms etc.

  • Summer 2014 PHEAA State Grant Application - Available in the spring.

  • Summer state grants are available to those who qualify. Students must be enrolled for two of three summer sessions minimum with a combined credit load of at least six (6) credits. Students may not be elgible for a summer PA grant if more than 50% of the summer enrollment is comprised of distance education courses.

  • PHEAA State Work Study Program

  • The State Work-Study Program (SWSP) provides Pennsylvania students with employment opportunities in high-technology and community-service fields. Click PHEAA.org above for Work-Study Times and SWSP Application and Placement Form.

  • Proof of Dependents Form

  • To verify the status of a legal dependent.

  • Rental or other Property Asset Form

  • To verify if property is exempt from the FAFSA asset question.

  • Request Tax Return Transcript at IRS.gov

  • The form contains instructions as to how to obtain a copy of one's federal income tax (1040) form for submission in compliance with the verification process.

    Federal Tax Returns 1040, 1040A, 1040EZ. These are copies of the complete tax returns submitted to the IRS, including all schedules. Please make certain all forms are signed and copied before submitting them to the aid office.

    Tax return transcripts (see sample) are free and will take 5 to 10 days to arrive in the mail.

  • Selective Service Status Information Letter

  • There may be a time when a man declares that he is not registered with the Selective Service System and is applying for federal student assistance such as loans, grants and employment. As such, a Status Information Letter may be required by the financial aid office. For additional information please see link provided.

  • Shopping Sheet

  • The "Shopping Sheet" is a consumer tool used to notify students about their financial aid package. It is a standardized form that is designed to simplify the information that prospective students receive about costs and financial aid so that they can easily compare institutions and make informed decisions about where to attend school.

  • Sibling/Spouse/Dependent Enrollment Form

  • To clarify if family members are currently enrolled in college.

  • SNAP- Supplemental Nutrition Assistance Program Verification Worksheet

  • To clarify if family members are receiving SNAP benefits.

  • Summer 2014 Federal Work Study Student Employment Application

  • Funding for the summer is limited. Eligibility will be determined after Spring grades are posted and academic progress has been determined.

    Eligible students will receive a contract via their WCU email account.

    Submission of the application does not guarantee a summer employment position. (Available in aid office only.)

    Priority Deadline: TBD

  • Summer 2014 PHEAA State Grant Application - Available in the spring.

  • Summer state grants are available to those who qualify. Students must be enrolled for two of three summer sessions minimum with a combined credit load of at least six (6) credits.

  • Summer Student Loan Application

  • Required to apply for Summer Student Loan.

  • TEACH Grant Request Form

  • This form is used to request a TEACH Grant once the student has been granted formal admission to Teacher Education Program, in one of the eligible programs of study.

  • Unaccompanied/Homeless Youth (UHY) Application Process

  • Process of Unaccompanied/Homeless Youth (UHY) Application and additional resources.

  • Unaccompanied/Homeless Youth (UHY) Determination Form

  • To verify students who have answered "yes" to being an unaccompanied youth who was homeless or at risk of being homeless on the Free Application for Federal Student Aid (FAFSA).

  • Unaccompanied/Homeless Youth (UHY) FAQs

  • FAQs regarding Unaccompanied/Homeless Youth (UHY).

  • Unaccompanied/Homeless Youth (UHY) Information

  • Information regarding Unaccompanied/Homeless Youth (UHY).

  • Untaxed Income Worksheet

  • To verify various forms of untaxed income received.

  • The 2013-2014 Unusual Circumstance/Income Reduction Worksheet.

  • Undergraduate students, with a "zero" EFC need not submit the "U. C." worksheet.

    This "U.C." worksheet is used to report both reductions to income after the FAFSA was completed and unusual circumstances that affect your family's ability to contribute money to the cost of your education i.e. high medical expenses, dependent care, unusual debts, etc. For added insight please see our FAQs concerning this topic.

    Please contact the FA Office (610) 436-2627 to schedule an appointment (telephone or in-person) with Mr. Foultz regarding your situation.

    Your Unusual Circumstances request will NOT be processed until federal verification is complete.

    Parents or students that submit the "U.C." worksheet will also be selected for "federal verification" and must submit the appropriate verification worksheet with any/all requested materials. Please submit both the verification worksheet and the unusual circumstances/income reduction worksheet together in one packet.

  • Veterans - Tip Sheet for Military and Veterans
  • Veteran's Benefit-Request Form

  • (Summer & 2013-2014)

    This form will along with all other required documents are required for certification of VA Educational Benefits. This form is for the Summer 2013, and the Academic Year 2013-2014. For additional information and assistance please visit the Veterans Center located at 624 S. High Street.

    Complete and return to the Office of the Financial Aid Office.

  • W2 Forms

  • A W-2 form is a statement that must be prepared by employers each year for employees, showing the employee's total gross earnings, Social Security earnings, Medicare earnings, and federal and state taxes withheld for the employee. The W-2 form is a multi-part form. We require the FEDERAL copy of the W-2.