Student Financial Services

 

Guides, Forms and Worksheets

Download guides, forms and worksheets related to financial aid.

Changes to the Federal Student Aid PIN

The U.S. Department of Education has replaced the Federal PIN system with the Federal Student Aid ID (FSA ID). The new FSA ID—which is composed of a user-selected username and password—allows students, parents, and borrowers to authenticate their identity to access their federal student aid information.

As of May 10, 2015, when you visit one of the federal student aid websites (FAFSA, NSLDS Student Access, studentloans.gov, studentaid.gov, etc.) you will be required to use an FSA ID instead of the Federal PIN. For help, visit studentaid.gov/fsaid or see the guide below on creating and using the FSA ID.


Guides


Forms and Worksheets

The FAFSA must be completed to qualify for financial aid from Adelphi and the government. Filing online at fafsa.gov or through the myStudentAid mobile app — available from Apple App Store (iOS) and Google Play (Android) — is the quickest way to apply. Paper applications must be requested from the federal processor. See deadlines and details.

After you file your FAFSA, we may need further information if indicated by the federal government. In addition, the federal government requires our office to collect specified documentation and to resolve any conflicting information. You do not need to fill out the forms below unless requested by the Office of Student Financial Services.

2019-2020 Forms and Worksheets (PDFs)

2018-2019 Forms and Worksheets (PDFs)

*Important Note Concerning IRS Tax Transcripts*

On January 9, 2019, the Department of Education released new guidance concerning the requirement for schools to obtain IRS tax transcripts from students who are selected for verification.

The Department of Education has stated that institutions are now allowed to accept a signed copy of the 2016 income tax return that the tax filer submitted to the IRS to verify FAFSA income and tax return information.

If we have requested that you and/or your parents submit a Tax Return Transcript and/or a 2016 Wage & Income Transcript from the IRS, you may now submit a signed copy of the Federal Tax Return (Include any applicable schedules B, C, D, E or F) that was filed with the IRS and/or a copy of all 2016 W-2 forms.

If you have any questions regarding this new guidance, please contact our office at 516-877-3080 for assistance.


1098-T Tax Form

Find out more information about accessing your IRS tuition statement form 1098-T.

1098-T Info

 
The information contained on this site is subject to change without notice.

For further information, please contact:

Office of Student Financial Services
Levermore Hall, Lower Level
p – 516.877.3080
p – ext. 2240 (on campus only)
f – 516.877.3380
e – financialservices@adelphi.edu

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