If you need a form for the previous academic year, or if you have questions about which documents need to be completed, contact the Office of Financial Aid at (401) 341-2901 or email@example.com.
Please do not email sensitive information such as tax returns listing Social Security numbers or other personally identifiable information. If you are submitting a tax return or W2, use our secure document upload.
Academic scholarship agreement: Must be completed by recipients of McAuley, Presidential, Trustee or Pioneer scholarships prior to their first year at Salve Regina. Requires signatures of both student and parent accepting the terms of the scholarship.
Dean scholarship agreement: Must be completed by recipients of the Dean scholarship prior to their first year at Salve Regina. Requires signature of both student and parent accepting the terms of the scholarship.
Financial aid award change: To be completed and signed by the student when requesting to decline or reduce any part of the financial aid offer for the semester or current year.
Identity and statement of educational purpose: May be requested as part of the federal verification process. Used to determine a student’s identity and certify that federal financial assistance will be used for educational purposes only.
Non-custodial consent: To be completed by a student who wishes to give permission for the Office of Financial Aid to disclose information regarding financial aid and billing to a non-custodial parent. Requires signature of both student and custodial parent.
Student non-tax filer statement: May be requested as part of the federal verification process. Used to determine if a student was required to file a federal tax return, how much income a student earned (if any) and whether a W-2 was received.
Verification of number in household (dependent): May be requested as part of the federal verification process. Used to confirm the number of people living in the parents’ household and how many children (including the student) in the household will be enrolled at least half time in college between July 1 and June 30 of the academic year in question.
Verification of number in household (independent): May be requested as part of the federal verification process. Used to confirm the number of people living in the student’s household and how many (including the student) in the household will be enrolled at least half time in college between July 1 and June 30 of the academic year in question.
Verification of income work (parent): May be requested as part of the federal verification process. When parent(s) states on the FAFSA that they did not file a federal income tax return, this document is used to certify that parent(s) will not and are not required to file a federal income tax return. Also requests information about any income received from work by the parent(s) and whether W-2(s) were received.
IRS Data Retrieval Tool, Tax Return Transcript and Verification of Non-Filing
IRS data retrieval tool: Allows students and parents who filed a federal tax return to access the IRS income/tax information needed to complete the FAFSA and to transfer the data directly into their FAFSA.
IRS tax return transcript or IRS verification of non-filing letter: May be requested as part of the federal verification process. A tax return transcript obtained directly from the IRS is different than an actual tax return or a tax account transcript. It shows most line items from your original federal tax return as filed with the IRS. A verification of non-filing obtained directly from the IRS provides proof that the IRS has no record of a filed return for the year requested.
Master promissory note: Legal document in which a student promises to repay the loan(s) and any accrued interest and fees to the U.S. Department of Education. Valid for 10 years and typically only needs to be completed once.
Entrance counseling: Required by the federal government to ensure that a student understands the responsibilities and obligations under the direct loan program. Takes approximately 20 minutes and should be completed by the student who is borrowing subsidized and/or unsubsidized loans.
Nursing loan master promissory note: Legally binding document requiring a review and signature by a borrower before a loan can be created.
Nursing loan offer electronic signatures: Legally binding online process used as an alternative to a signature by hand for the signing of a loan promissory note.
Parent Federal Direct PLUS Loans
Federal direct PLUS loan: Made to parents of undergraduate dependent students to help pay for education expenses not covered by financial aid. Eligibility is not based on financial need, but a credit check is required.
PLUS master promissory note: Legal document in which a parent promises to repay the loan(s) and any accrued interest and fees to the U.S. Department of Education.
Graduating and Withdrawing Students
Federal direct loan exit counseling: Provides important information to prepare you to repay your federal student loan(s). If you have received a subsidized, unsubsidized or PLUS loan under the direct loan program or the FFEL program, you must complete exit counseling each time you graduate, drop below half-time enrollment or leave school.
Nursing loan exit counseling: Reviews the terms and conditions of the loan, including explanations of the repayment and benefits available.