If additional information/forms are necessary to resolve conflicting information, a school user makes the request through the “Request Information” button located on the file review page.
- There is search functionality on the additional information screen.
- The documents can be sorted by clicking on the header of a row in the grid.
- Forms are added by clicking add request.
- A comment must be entered explaining what the student must provide to satisfy the request.
- Select the save and close button.
Please Note: Comments entered into the box are visible by the student.
- To remove a request prior to saving, click the undo add link.
- Select the save and close button.
- To remove a request after saving, the school user must select the additional information button, then select the delete request link for the document.
NOTE: If a student has already uploaded the document for the additional information request, the school user cannot delete the request.
Request Information - Default Documents/Tasks Available to Request
The tasks in the request information button can be upload only, webforms, and downloadable PDFs. Some forms are award year specific and are not available in all award years. Additionally, some documents may only be requested in a specific transaction type i.e. 2019 tax documents are only available for Professional Judgment Appeals until the 2021-2022 Award Year begins.
Upload Only Requests
Most of the documents in the Request Information button are upload only tasks. Meaning the student receives an upload step for the documentation being requested, no document is provided from StudentForms. The student would need to obtain the documentation from an outside agency or if the school has the document provide it to the student to complete and upload into the task.
Webforms
There are some webforms in the Request Information button that require the student to fill out a form with the option to e-sign these are indicated below in the task type column. For the documents indicated as a webform in the task type column, selecting the link opens a sample web form output document. The sample opens in the same window, to open in a new window press CTRL while clicking the link, or click on the link using the scroll wheel on your mouse.
Please Note: The webforms are only samples, the content may vary depending on ISIR information and the information the student enters into the webform, sections may be added or removed.
Download Tasks
Download tasks are downloadable PDFs that the student can download, print, complete and then upload back into the system or if required, the school can upload on the student's behalf. These are usually documents where either the student needs to appear in person (Statement of Educational Purpose) or a third party (advisor, another school) need to complete and/or sign the document.
Please Note: The household form (2017-2018 and prior) and Verification Form (2018-2019 and Beyond) are not available through request information. They are only triggered by the student being selected by the U.S. Department of Education for verification or by the school manually selecting the student for verification. To see examples of the verification form, please click here.
Jump to:
2020-2021 Award Year Specific Documents
2019-2020 Award Year Specific Documents
Request Information Attachment
General Documents
| StudentForms Document Name | Transaction Specific Request Information | Task Type |
| Academic Competitiveness Grant (ACG) Overpayment Resolution Letter | Upload Step Only | |
| Active Duty Documentation | Upload Step Only | |
| Bankruptcy Discharge Letter | Upload Step Only | |
| Birth Certificate of Student's Child(ren) | Upload Step Only | |
| Birth Certificate of Student's Dependent(s) | Upload Step Only | |
| Borrower Acknowledgement Letter | Upload Step Only | |
| Certificate of Birth Abroad | Upload Step Only | |
| Certificate of Citizenship | Upload Step Only | |
| Certificate of Naturalization | Upload Step Only | |
| Child Support Documentation | Upload Step Only | |
| Date of Birth Form | Upload Step Only | |
| DD214 (other than dishonorable) | Upload Step Only | |
| Dear Colleague letter GEN-95-40, dated Sept 1995 | Upload Step Only | |
| Default Clearance Letter(s) | Upload Step Only | |
| Dependent Signed Statement | Webform | |
| Dependent Signed Statement 1 | Webform | |
| Dependent Signed Statement 2 | Webform | |
| Dependent Signed Statement 3 | Webform | |
| Dependent Signed Statement 4 | Webform | |
| Dependent Signed Statement 5 | Webform | |
| Discharge Clearance Letter (From Physician) | Upload Step Only | |
| Discharge Clearance Letter (From Student) | Upload Step Only | |
| Discharge Disability Acknowledgement | Webform | |
| Documentation of Being At Risk of Homelessness | Upload Step Only | |
| Documentation of Emancipated Minor | Upload Step Only | |
| Documentation of Legal Guardianship | Upload Step Only | |
| Documentation of Name Change | Upload Step Only | |
| Documentation of Orphan, Ward of Court, or Foster Care Status | Upload Step Only | |
| Documentation of Parent(s)' Child Support Paid | Upload Step Only | |
| Documentation of Parent's Child Support Received | Upload Step Only | |
| Documentation of Student's Child Support Paid | Upload Step Only | |
| Documentation of Student's Child Support Received | Upload Step Only | |
| Documentation of Support for Dependent Children (INDEPC) | Upload Step Only | |
| Documentation of Support for Legal Dependents (Not Children)(INDEPD) | Upload Step Only | |
| Documentation of Unaccompanied Youth (HUD) | Upload Step Only | |
| Documentation of Unaccompanied Youth (School) | Upload Step Only | |
| Documentation of Unborn Child Due Date (Physician) | Upload Step Only | |
| Enclosed Worksheet Provided with Student Aid Report (SAR) | Upload Step Only | |
| Enrollment - Third Party Documentation of Unearned Academic Credits | Upload Step Only | |
| Enrollment - Outstanding (Un)Official School Transcripts | Upload Step Only | |
| Enrollment - Student Explanation of Academic Credits | Upload Step Only | |
| Federal Direct Loan Overpayment Resolution Letter | Upload Step Only | |
| Financial Aid Document 1 | Upload Step Only | |
| Financial Aid Document 2 | Upload Step Only | |
| Financial Aid Document 3 | Upload Step Only | |
| Financial Aid Document 4 | Upload Step Only | |
| Financial Aid Miscellaneous Document | Upload Step Only | |
| FSEOG Overpayment Resolution Letter | Upload Step Only | |
| I-94 Arrival-Departure Record | Upload Step Only | |
| Identity Theft Documentation | Upload Step Only | |
| Independent Signed Statement | Webform | |
| Independent Signed Statement 1 | Webform | |
| Independent Signed Statement 2 | Webform | |
| Independent Signed Statement 3 | Webform | |
| Independent Signed Statement 4 | Webform | |
| Independent Signed Statement 5 | Webform | |
| Iraq/Afghanistan Service Grant Overpayment Resolution Letter | Upload Step Only | |
| Loan Overpayment Clearance Letter | Upload Step Only | |
| Low Income Form Parent | Upload Step Only | |
| Low Income Form Student | Upload Step Only | |
| Machine Readable Immigrant Visa (MRIV) | Upload Step Only | |
| Marital Status Confirmation | Upload Step Only | |
| Marital Status Confirmation Form | Upload Step Only | |
| Military/Clergy Allowance Documentation | Upload Step Only | |
| Name Confirmation Form | Upload Step Only | |
| National SMART Grant Overpayment Resolution Letter | Upload Step Only | |
| Non U.S. Passport | Upload Step Only | |
| Parent 1-2015 Federal Federal IRS Form 1040X | Upload Step Only | |
| Parent 1-2015 Federal Federal IRS Form 1099 | Upload Step Only | |
| Parent 1-2015 Federal Federal IRS Form 4506-T | Upload Step Only | |
| Parent 1-2015 Federal Federal IRS Form 4868 | Upload Step Only | |
| Parent 1-2015 Federal Federal IRS Tax Return Transcript | Upload Step Only | |
| Parent 1-2015 Federal Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Parent 1-2015 Federal Schedule C of Tax Return | Upload Step Only | |
| Parent 1-2015 Federal W-2 Form(s) | Upload Step Only | |
| Parent 1-2015 Federal Wage and Income Transcript | Upload Step Only | |
| Parent 1-2015 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parent 1-2015 Statement of Nonfiling | Download/Print/Complete PDF, Upload | |
| Parent 1-Birth Certificate | Upload Step Only | |
| Parent 1-Driver's License | Upload Step Only | |
| Parent 1-Passport | Upload Step Only | |
| Parent 1-Passport Card | Upload Step Only | |
| Parent 1-Pay Stub(s) | Upload Step Only | |
| Parent 1-Proof of Income | Upload Step Only | |
| Parent 1-Proof of Unemployment | Upload Step Only | |
| Parent 1-Social Security Card | Upload Step Only | |
| Parent 2015 Federal IRS Form 1040X | Upload Step Only | |
| Parent 2015 Federal IRS Form 4506-T | Upload Step Only | |
| Parent 2015 Federal IRS Form 4868 | Upload Step Only | |
| Parent 2015 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Parent 2015 Federal W-2 Form(s) | Upload Step Only | |
| Parent 2015 Federal Wage and Income Transcript | Upload Step Only | |
| Parent 2015 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parent 2015 Statement of Nonfiling | Download/Print/Complete PDF, Upload | |
| Parent 2-2015 Federal IRS Form 1040X | Upload Step Only | |
| Parent 2-2015 Federal IRS Form 1099 | Upload Step Only | |
| Parent 2-2015 Federal IRS Form 4506-T | Upload Step Only | |
| Parent 2-2015 Federal IRS Form 4868 | Upload Step Only | |
| Parent 2-2015 Federal IRS Tax Return Transcript | Upload Step Only | |
| Parent 2-2015 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Parent 2-2015 Federal Schedule C of Tax Return | Upload Step Only | |
| Parent 2-2015 Federal W-2 Form(s) | Upload Step Only | |
| Parent 2-2015 Federal Wage and Income Transcript | Upload Step Only | |
| Parent 2-2015 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parent 2-2015 Statement of Nonfiling | Download/Print/Complete PDF, Upload | |
| Parent 2-Birth Certificate | Upload Step Only | |
| Parent 2-Driver's License | Upload Step Only | |
| Parent 2-Passport | Upload Step Only | |
| Parent 2-Passport Card | Upload Step Only | |
| Parent 2-Pay Stub(s) | Upload Step Only | |
| Parent 2-Proof of Income | Upload Step Only | |
| Parent 2-Proof of Unemployment | Upload Step Only | |
| Parent 2-Social Security Card | Upload Step Only | |
| Parent Death Certificate | Upload Step Only | |
| Parent Proof of Marital Separation | Upload Step Only | |
| Parent Medicaid or Supplemental Security Income(SSI) Benefits | Upload Step Only | |
| Parent Supplemental Security Income Benefits Documentation | Upload Step Only | |
| Parent(s) 2015 Foreign Tax Return | Upload Step Only | |
| Parent(s)' 2016 Foreign Tax Return | Upload Step Only | |
| Parent(s)' Bankruptcy Filing Documentation | Upload Step Only | |
| Parent(s)' Documentation of Free Reduced Lunch Benefits | Upload Step Only | |
| Parent(s) Federal Rollover Confirmation | Webform | |
| Parent(s) Pay Stub(s) | Upload Step Only | |
| Parent(s) Proof of Income | Upload Step Only | |
| Parent(s) Proof of Unemployment | Upload Step Only | |
| Parent(s)' Supplemental Nutrition Program for Women, Infants and Children (WIC) Documentation | Upload Step Only | |
| Parent(s)' Supplemental Nutritional Assistance Program (SNAP) Documentation | Upload Step Only | |
| Parents' 2015 Federal IRS Form 4506-T | Upload Step Only | |
| Parents' 2015 Federal IRS Form 4868 | Upload Step Only | |
| Parents' 2015 Federal IRS Tax Return Transcript (Joint) | Upload Step Only | |
| Parent's 2015 Federal IRS Tax Return Transcript (Individual) | Upload Step Only | |
| Parents' 2015 Federal Wage and Income Transcript | Upload Step Only | |
| Parents' 2015 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parents' Divorce Decree | Upload Step Only | |
| Parents' Marriage License/Certificate | Upload Step Only | |
| Pell Overpayment Resolution Letter | Upload Step Only | |
| Perkins Overpayment Resolution Letter | Upload Step Only | |
| Permanent Resident Card I-551 | Upload Step Only | |
| Proof of Fraud Clearance | Upload Step Only | |
| Proof of High School Completion | Upload Step Only | |
| Proof of Marital Separation | Upload Step Only | |
| Proof of Selective Service Registration | Upload Step Only | |
| Proof of Support | Upload Step Only | |
| Resident Alien Card | Upload Step Only | |
| Selective Service Exemption Confirmation | Upload Step Only | |
| Selective Service Registration Confirmation | Upload Step Only | |
| Selective Service Statement for Non-Registration | Upload Step Only | |
| Selective Service Status Information Letter | Upload Step Only | |
| Service Grant Overpayment Clearance Letter | Upload Step Only | |
| Spouse's 2015 Federal IRS Form 1040X | Upload Step Only | |
| Spouse's 2015 Federal IRS Form 4506-T | Upload Step Only | |
| Spouse's 2015 Federal IRS Form 4868 | Upload Step Only | |
| Spouse's 2015 Federal IRS Tax Return Transcript | Upload Step Only | |
| Spouse 2015 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Spouse's 2015 Federal Schedule C of Tax Return | Upload Step Only | |
| Spouse's 2015 Federal W-2 Form(s) | Upload Step Only | |
| Spouse's 2015 Wage and Income Transcript | Upload Step Only | |
| Spouse's 2015 Signed Federal IRS Form 1040 | Upload Step Only | |
| Spouse's 2015 Statement of Nonfiling | Download/Print/Complete PDF, Upload | |
| Spouse's Death Certificate | Upload Step Only | |
| Spouse's Pay Stub(s) | Upload Step Only | |
| Spouse's Proof of Income | Upload Step Only | |
| Spouse's Proof of Unemployment | Upload Step Only | |
| Student (Spouse) 2015 Foreign Tax Return | Upload Step Only | |
| Student and Spouse 2015 Federal IRS Form 4506-T | Upload Step Only | |
| Student and Spouse 2015 Federal IRS Form 4868 | Upload Step Only | |
| Student and Spouse 2015 Federal IRS Tax Return Transcript | Upload Step Only | |
| Student and Spouse 2015 Federal Wage and Income Transcript | Upload Step Only | |
| Student and Spouse 2015 Signed Federal IRS Form 1040 | Upload Step Only | |
| Student Death Certificate | Upload Step Only | |
| Student Federal Rollover Confirmation | Webform | |
| Student Medicaid or Supplemental Security Income (SSI) Benefits | Upload Step Only | |
| Student Signed Statement 1 | PJ Transaction Only | Webform |
| Student Signed Statement 2 | PJ Transaction Only | Webform |
| Student Signed Statement 3 | PJ Transaction Only | Webform |
| Student Signed Statement 4 | PJ Transaction Only | Webform |
| Student Signed Statement 5 | PJ Transaction Only | Webform |
| Student Supplemental Security Income Benefits Documentation | Upload Step Only | |
| Student Visa | Upload Step Only | |
| Student's 2015 Federal IRS Form 1040X | Upload Step Only | |
| Student's 2015 Federal IRS Form 1099 | Upload Step Only | |
| Student's 2015 Federal IRS Form 4506-T | Upload Step Only | |
| Student's 2015 Federal IRS Form 4868 | Upload Step Only | |
| Student's 2015 Federal IRS Tax Return Transcript | Upload Step Only | |
| Student's 2015 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Student's 2015 Federal Schedule C of Tax Return | Upload Step Only | |
| Student's 2015 Federal W-2 Form(s) | Upload Step Only | |
| Student's 2015 Federal Wage and Income Transcript | Upload Step Only | |
| Student's 2015 Signed Federal IRS Form 1040 | Upload Step Only | |
| Student's Alien Registration Receipt Card I-151 (front and back) | Upload Step Only | |
| Student's Birth Certificate | Upload Step Only | |
| Student's Divorce Decree | Upload Step Only | |
| Student's Documentation of Free Reduced Lunch Benefits | Upload Step Only | |
| Student's Driver's License | Upload Step Only | |
| Student's Marriage License/Certificate | Upload Step Only | |
| Student's Passport | Upload Step Only | |
| Student's Passport Card | Upload Step Only | |
| Student's Pay Stub(s) | Upload Step Only | |
| Student's Proof of Income | Upload Step Only | |
| Student's Proof of Unemployment | Upload Step Only | |
| Student's Social Security Card | Upload Step Only | |
| Student's Supplemental Nutrition Program for Women, Infants and Children (WIC) Documentation | Upload Step Only | |
| Student's Supplemental Nutritional Assistance Program (SNAP) Documentation | Upload Step Only | |
| TEACH Overpayment Resolution Letter | Upload Step Only | |
| Texas Residency Affidavit | Other Docs - School Specific | Webform |
| Third Party Documentation 1 | SAP and PJ Transactions Only | Upload Step Only |
| Third Party Documentation 2 | SAP and PJ Transactions Only | Upload Step Only |
| Third Party Documentation 3 | SAP and PJ Transactions Only | Upload Step Only |
| Third Party Documentation 4 | SAP and PJ Transactions Only | Upload Step Only |
| Third Party Documentation 5 | SAP and PJ Transactions Only | Upload Step Only |
| U.S. Passport | Upload Step Only | |
| United States Travel Document | Upload Step Only | |
| Unusual Enrollment History Appeal | Upload Step Only | |
| Unusual Enrollment Verification | Upload Step Only | |
| Updated NSLDS Report | Upload Step Only | |
| USCIS Immigration Letter | Upload Step Only | |
| Valid Photo ID | Upload Step Only |
2020-2021 Documents
| StudentForms Document Name | Transaction Specific Request Information | Task Type |
| 2018 Business Tax Assessment | Upload Step Only | |
| 2018 Business Tax Return | Upload Step Only | |
| 2018 Business Verification Wrksht | Upload Step Only | |
| 2018 Federal Partnership Return (1065) | Upload Step Only | |
| 2018 Federal S-Corporation Return (1120s) | Upload Step Only | |
| 2018 Foreign Tax Return | Upload Step Only | |
| 2018 IRS Tax Schedules | Upload Step Only | |
| 2018 Mortgage Assmt. All Properties | Upload Step Only | |
| 2018 Mortgage Statement (rental) | Upload Step Only | |
| 2018 Mortgage Statement Bus. Prop. | Upload Step Only | |
| 2018 NJ Untaxed Info Form | Upload Step Only | |
| 2018 Parent(s)' Bank Statements | Upload Step Only | |
| 2018 Parent(s)' Investment Statements | Upload Step Only | |
| 2018 Proof of Separate Residence | Upload Step Only | |
| 2018 Schedule A of Tax Return | Upload Step Only | |
| 2018 Schedule B of Tax Return | Upload Step Only | |
| 2018 Schedule C of Tax Return | Upload Step Only | |
| 2018 Schedule D of Tax Return | Upload Step Only | |
| 2018 Schedule E of Tax Return | Upload Step Only | |
| 2018 Schedule F of Tax Return | Upload Step Only | |
| 2018 Schedule K-1 | Upload Step Only | |
| 2018 Signed Federal IRS Form 1040 | Upload Step Only | |
| 2018 Spouse's Bank Statements | Upload Step Only | |
| 2018 Spouse's Investment Statements | Upload Step Only | |
| 2018 Student's Bank Statements | Upload Step Only | |
| 2018 Student's Investment Statements | Upload Step Only | |
| 2018 Tax Assess- Business Property | Upload Step Only | |
| 2018 Tax Assessment (Rental) | Upload Step Only | |
| 2018 Trust Fund Statements | Upload Step Only | |
| 2018 Value of Estate Statement | Upload Step Only | |
| 2019 Federal Partnership Return (1065) | PJ Transaction Only | Upload Step Only |
| 2019 Business Tax Assessment | PJ Transaction Only | Upload Step Only |
| 2019 Business Tax Return | PJ Transaction Only | Upload Step Only |
| 2019 Business Verification Wrksht | PJ Transaction Only | Upload Step Only |
| 2019 Federal S-Corporation Return (1120s) | PJ Transaction Only | Upload Step Only |
| 2019 Foreign Tax Return | PJ Transaction Only | Upload Step Only |
| 2019 IRS Tax Schedules | PJ Transaction Only | Upload Step Only |
| 2019 Mortgage Assmt. All Properties | PJ Transaction Only | Upload Step Only |
| 2019 Mortgage Statement (rental) | PJ Transaction Only | Upload Step Only |
| 2019 Mortgage Statement Bus. Prop. | PJ Transaction Only | Upload Step Only |
| 2019 NJ Untaxed Info Form | PJ Transaction Only | Upload Step Only |
| 2019 Parent(s)' Bank Statements | PJ Transaction Only | Upload Step Only |
| 2019 Parent(s)' Investment Statements | PJ Transaction Only | Upload Step Only |
| 2019 Proof of Separate Residence | PJ Transaction Only | Upload Step Only |
| 2019 Schedule A of Tax Return | PJ Transaction Only | Upload Step Only |
| 2019 Schedule B of Tax Return | PJ Transaction Only | Upload Step Only |
| 2019 Schedule C of Tax Return | PJ Transaction Only | Upload Step Only |
| 2019 Schedule D of Tax Return | PJ Transaction Only | Upload Step Only |
| 2019 Schedule E of Tax Return | PJ Transaction Only | Upload Step Only |
| 2019 Schedule F of Tax Return | PJ Transaction Only | Upload Step Only |
| 2019 Schedule K-1 | PJ Transaction Only | Upload Step Only |
| 2019 Signed Federal IRS Form 1040 | PJ Transaction Only | Upload Step Only |
| 2019 Spouse's Bank Statements | PJ Transaction Only | Upload Step Only |
| 2019 Spouse's Investment Statements | PJ Transaction Only | Upload Step Only |
| 2019 Student's Bank Statements | PJ Transaction Only | Upload Step Only |
| 2019 Student's Investment Statements | PJ Transaction Only | Upload Step Only |
| 2019 Tax Assess- Business Property | PJ Transaction Only | Upload Step Only |
| 2019 Tax Assessment (Rental) | PJ Transaction Only | Upload Step Only |
| 2019 Trust Fund Statements | PJ Transaction Only | Upload Step Only |
| 2019 Value of Estate Statement | PJ Transaction Only | Upload Step Only |
| 2020-2021 Dependent Asset Web Form | Comment Code 150, Reject 1 | Webform |
| 2020-2021 Dependent Untaxed Income and Benefits Form | Webform | |
| 2020-2021 Drug Eligibility Worksheet | C Code 053, 054, 056, 058 | Webform |
| 2020-2021 Independent Asset Web Form | Comment Code 151, Reject 1 | Webform |
| 2020-2021 Independent Untaxed Income and Benefits Form | Webform | |
| 2020-2021 Parents' Additional Financial Information Form | 400 | Webform |
| 2020-2021 Parents' Untaxed Information Form | 400 | Webform |
| 2020-2021 Qualifying Veteran Status | Webform | |
| 2020-2021 Statement of Educational Purpose | Download/Print/Complete PDF, Upload only by School User | |
| 2020-2021 Student's Additional Financial Information Form | 400/401 | Webform |
| 2020-2021 Student's Untaxed Information Form | 400/401 | Webform |
| Dependent 2018 Tax Information | Webform | |
| Independent 2018 Tax Information | Webform | |
| Parent 1-2018 Federal Federal IRS Form 1099 | Upload Step Only | |
| Parent 1-2018 Federal Federal IRS Form 2350 | Upload Step Only | |
| Parent 1-2018 Federal Federal IRS Form 4506-T | Upload Step Only | |
| Parent 1-2018 Federal Federal IRS Form 4868 | Upload Step Only | |
| Parent 1-2018 Federal Federal IRS Tax Return Transcript | Upload Step Only | |
| Parent 1-2018 Federal Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Parent 1-2018 Federal Schedule C of Tax Return | Upload Step Only | |
| Parent 1-2018 Federal W-2 Form(s) | Upload Step Only | |
| Parent 1-2018 Federal Wage and Income Transcript | Upload Step Only | |
| Parent 1-2018 NYS Resident Income Tax Return IT-201 | Upload Step Only | |
| Parent 1-2018 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parent 1-2018 Signed Federal Federal IRS Form 1040X | Upload Step Only | |
| Parent 1-2018 Statement of Nonfiling | Download/Print/Complete PDF, Upload | |
| Parent 1-2018 Statement of Nonfiling-Extension | Download/Print/Complete PDF, Upload | |
| Parent 1-2019 Federal IRS Form 1099 | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Federal IRS Form 2350 | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Federal IRS Form 4506-T | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Federal IRS Form 4868 | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Federal IRS Tax Return Transcript | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Federal IRS Verification of Nonfiling Letter | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Federal Schedule C of Tax Return | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Federal W-2 Form(s) | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Federal Wage and Income Transcript | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 NYS Resident Income Tax Return IT-201 | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Signed Federal IRS Form 1040 | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Signed Federal IRS Form 1040X | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Statement of Nonfiling | PJ Transaction Only | Upload Step Only |
| Parent 1-2019 Statement of Nonfiling-Extension | PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal IRS Form 1099 | Upload Step Only | |
| Parent 2018 Federal IRS Form 2350 | Upload Step Only | |
| Parent 2018 Federal IRS Form 4506-T | Upload Step Only | |
| Parent 2018 Federal IRS Form 4868 | Upload Step Only | |
| Parent 2018 Federal IRS Tax Return Transcript | Upload Step Only | |
| Parent 2018 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Parent 2018 Federal Schedule C of Tax Return | Upload Step Only | |
| Parent 2018 Federal W-2 Form(s) | Upload Step Only | |
| Parent 2018 Federal Wage and Income Transcript | Upload Step Only | |
| Parent 2018 NYS Resident Income Tax Return IT-201 | Upload Step Only | |
| Parent 2018 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parent 2018 Signed Federal IRS Form 1040X | Upload Step Only | |
| Parent 2018 Statement of Nonfiling | Download/Print/Complete PDF, Upload | |
| Parent 2018 Statement of Nonfiling-Extension | Download/Print/Complete PDF, Upload | |
| Parent 2018 Tax Information | Webform | |
| Parent 2019 Federal IRS Form 1099 | PJ Transaction Only | Upload Step Only |
| Parent 2019 Federal IRS Form 2350 | PJ Transaction Only | Upload Step Only |
| Parent 2019 Federal IRS Form 4506-T | PJ Transaction Only | Upload Step Only |
| Parent 2019 Federal IRS Form 4868 | PJ Transaction Only | Upload Step Only |
| Parent 2019 Federal IRS Tax Return Transcript | PJ Transaction Only | Upload Step Only |
| Parent 2019 Federal IRS Verification of Nonfiling Letter | PJ Transaction Only | Upload Step Only |
| Parent 2019 Federal Schedule C of Tax Return | PJ Transaction Only | Upload Step Only |
| Parent 2019 Federal W-2 Form(s) | PJ Transaction Only | Upload Step Only |
| Parent 2019 Federal Wage and Income Transcript | PJ Transaction Only | Upload Step Only |
| Parent 2019 NYS Resident Income Tax Return IT-201 | PJ Transaction Only | Upload Step Only |
| Parent 2019 Signed Federal IRS Form 1040 | PJ Transaction Only | Upload Step Only |
| Parent 2019 Signed Federal IRS Form 1040X | PJ Transaction Only | Upload Step Only |
| Parent 2019 Statement of Nonfiling | PJ Transaction Only | Upload Step Only |
| Parent 2019 Statement of Nonfiling-Extension | PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal IRS Form 1099 | Upload Step Only | |
| Parent 2-2018 Federal IRS Form 2350 | Upload Step Only | |
| Parent 2-2018 Federal IRS Form 4506-T | Upload Step Only | |
| Parent 2-2018 Federal IRS Form 4868 | Upload Step Only | |
| Parent 2-2018 Federal IRS Tax Return Transcript | Upload Step Only | |
| Parent 2-2018 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Parent 2-2018 Federal Schedule C of Tax Return | Upload Step Only | |
| Parent 2-2018 Federal W-2 Form(s) | Upload Step Only | |
| Parent 2-2018 Federal Wage and Income Transcript | Upload Step Only | |
| Parent 2-2018 NYS Resident Income Tax Return IT-201 | Upload Step Only | |
| Parent 2-2018 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parent 2-2018 Signed Federal IRS Form 1040X | Upload Step Only | |
| Parent 2-2018 Statement of Nonfiling | Download/Print/Complete PDF, Upload | |
| Parent 2-2018 Statement of Nonfiling-Extension | Download/Print/Complete PDF, Upload | |
| Parent 2-2019 Federal IRS Form 1099 | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Federal IRS Form 2350 | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Federal IRS Form 4506-T | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Federal IRS Form 4868 | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Federal IRS Tax Return Transcript | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Federal IRS Verification of Nonfiling Letter | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Federal Schedule C of Tax Return | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Federal W-2 Form(s) | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Federal Wage and Income Transcript | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 NYS Resident Income Tax Return IT-201 | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Signed Federal IRS Form 1040 | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Signed Federal IRS Form 1040X | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Statement of Nonfiling | PJ Transaction Only | Upload Step Only |
| Parent 2-2019 Statement of Nonfiling-Extension | PJ Transaction Only | Upload Step Only |
| Parent(s)' 2018 Federal Form 1120S (S-Corporation Return) | Upload Step Only | |
| Parent(s)' 2018 Federal Schedule 1 of Tax Return | Upload Step Only | |
| Parent(s)' 2018 Federal Schedule 2 of Tax Return | Upload Step Only | |
| Parent(s)' 2018 Federal Schedule 3 of Tax Return | Upload Step Only | |
| Parent(s)' 2018 Federal Schedule 4 of Tax Return | Upload Step Only | |
| Parent(s)' 2018 Federal Schedule 5 of Tax Return | Upload Step Only | |
| Parent(s)' 2018 Federal Schedule 6 of Tax Return | Upload Step Only | |
| Parent(s)' 2018 Federal Schedule K-1 | Upload Step Only | |
| Parent(s)' 2018 Foreign Tax Return | Upload Step Only | |
| Parent(s)' 2018 Federal Form 1065 (Partnership Return) | Upload Step Only | |
| Parent(s)' 2019 Federal Form 1120S (S-Corporation Return) | PJ Transaction Only | Upload Step Only |
| Parent(s)' 2019 Federal Schedule 1 of Tax Return | PJ Transaction Only | Upload Step Only |
| Parent(s)' 2019 Federal Schedule 2 of Tax Return | PJ Transaction Only | Upload Step Only |
| Parent(s)' 2019 Federal Schedule 3 of Tax Return | PJ Transaction Only | Upload Step Only |
| Parent(s)' 2019 Federal Schedule 4 of Tax Return | PJ Transaction Only | Upload Step Only |
| Parent(s)' 2019 Federal Schedule 5 of Tax Return | PJ Transaction Only | Upload Step Only |
| Parent(s)' 2019 Federal Schedule 6 of Tax Return | PJ Transaction Only | Upload Step Only |
| Parent(s)' 2019 Federal Schedule K-1 | PJ Transaction Only | Upload Step Only |
| Parent(s)' 2019 Foreign Tax Return | PJ Transaction Only | Upload Step Only |
| Parents' 2018 Federal IRS Form 1099 | Upload Step Only | |
| Parents' 2018 Federal IRS Form 2350 | Upload Step Only | |
| Parents' 2018 Federal IRS form 4506-T | Upload Step Only | |
| Parents' 2018 Federal IRS Form 4868 | Upload Step Only | |
| Parents' 2018 Federal IRS Tax Return Transcript | Upload Step Only | |
| Parents' 2018 Federal Schedule C of Tax Return | Upload Step Only | |
| Parents' 2018 Federal Wage and Income Transcript | Upload Step Only | |
| Parents' 2018 NYS Resident Income Tax Return IT-201 | Upload Step Only | |
| Parents' 2018 Signed Federal IRS Form 1040 (joint) | Upload Step Only | |
| Parents' 2018 Signed Federal IRS Form 1040X | Upload Step Only | |
| Parents' 2019 Federal IRS Form 4506-T | PJ Transaction Only | Upload Step Only |
| Parents' 2019 Federal IRS Form 4868 | PJ Transaction Only | Upload Step Only |
| Parents' 2019 Federal IRS Form 1099 | PJ Transaction Only | Upload Step Only |
| Parents' 2019 Federal IRS Form 2350 | PJ Transaction Only | Upload Step Only |
| Parents' 2019 Federal IRS Tax Return Transcript | PJ Transaction Only | Upload Step Only |
| Parents' 2019 Federal Schedule C of Tax Return | PJ Transaction Only | Upload Step Only |
| Parents' 2019 Federal Wage and Income Transcript | PJ Transaction Only | Upload Step Only |
| Parents' 2019 NYS Resident Income Tax Return IT-201 | PJ Transaction Only | Upload Step Only |
| Parents' 2019 Signed Federal IRS Form 1040 | PJ Transaction Only | Upload Step Only |
| Parents' Signed 2019 Federal IRS Form 1040X | PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal Form 1065 (Partnership Return) | Upload Step Only | |
| Spouse's 2018 Federal Form 1120S (S-Corporation Return) | Upload Step Only | |
| Spouse's 2018 Federal IRS Form 1099 | Upload Step Only | |
| Spouse's 2018 Federal IRS Form 2350 | Upload Step Only | |
| Spouse's 2018 Federal IRS Form 4506-T | Upload Step Only | |
| Spouse's 2018 Federal IRS Form 4868 | Upload Step Only | |
| Spouse's 2018 Federal IRS Tax Return Transcript | Upload Step Only | |
| Spouse 2018 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Spouse's 2018 Federal Schedule C of Tax Return | Upload Step Only | |
| Spouse's 2018 Federal W-2 Form(s) | Upload Step Only | |
| Spouse's 2018 Federal Wage and Income Transcript | Upload Step Only | |
| Spouse's 2018 NYS Resident Income Tax Return IT-201 | Upload Step Only | |
| Spouse's 2018 Signed Federal IRS Form 1040 | Upload Step Only | |
| Spouse's 2018 Signed Federal IRS Form 1040X | Upload Step Only | |
| Spouse's 2018 Statement of Nonfiling | Download/Print/Complete PDF, Upload | |
| Spouse's 2018 Statement of Nonfiling-Extension | Download/Print/Complete PDF, Upload | |
| Spouse's 2019 Federal Form 1065 (Partnership Return) | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal Form 1120S (S-Corporation Return) | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal IRS Form 1099 | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal IRS Form 2350 | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal IRS Form 4506-T | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal IRS Form 4868 | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal IRS Tax Return Transcript | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal IRS Verification of Nonfiling Letter | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal Schedule C of Tax Return | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal W-2 Form(s) | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Federal Wage and Income Transcript | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 NYS Resident Income Tax Return IT-201 | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Signed Federal IRS Form 1040 | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Signed Federal IRS Form 1040X | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Statement of Nonfiling | PJ Transaction Only | Upload Step Only |
| Spouse's 2019 Statement of Nonfiling-Extension | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Federal IRS Form 1099 | Upload Step Only | |
| Student and Spouse 2018 Federal IRS Form 2350 | Upload Step Only | |
| Student and Spouse 2018 Federal IRS Form 4506-T | Upload Step Only | |
| Student and Spouse 2018 Federal IRS Form 4868 | Upload Step Only | |
| Student and Spouse 2018 Federal IRS Tax Return Transcript | Upload Step Only | |
| Student and Spouse 2018 Federal Schedule C of Tax Return | Upload Step Only | |
| Student and Spouse 2018 Federal Wage and Income Transcript | Upload Step Only | |
| Student and Spouse 2018 Foreign Tax Return | Upload Step Only | |
| Student and Spouse 2018 NYS Resident Income Tax Return IT-201 | Upload Step Only | |
| Student and Spouse 2018 Signed Federal IRS Form 1040 | Upload Step Only | |
| Student and Spouse 2018 Signed Federal IRS Form 1040X | Upload Step Only | |
| Student and Spouse 2019 Federal IRS Form 1099 | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 Federal IRS Form 2350 | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 Federal IRS Form 4506-T | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 Federal IRS Form 4868 | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 Federal IRS Tax Return Transcript | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 Federal Schedule C of Tax Return | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 Federal Wage and Income Transcript | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 Foreign Tax Return | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 NYS Resident Income Tax Return IT-201 | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 Signed Federal IRS Form 1040 | PJ Transaction Only | Upload Step Only |
| Student and Spouse 2019 Signed Federal IRS Form 1040X | PJ Transaction Only | Upload Step Only |
| Student and-or Spouse 2018 Federal Schedule 1 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2018 Federal Schedule 2 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2018 Federal Schedule 3 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2018 Federal Schedule 4 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2018 Federal Schedule 5 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2018 Federal Schedule 6 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2019 Federal Schedule 1 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2019 Federal Schedule 2 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2019 Federal Schedule 3 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2019 Federal Schedule 4 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2019 Federal Schedule 5 of Tax Return | Upload Step Only | |
| Student and-or Spouse 2019 Federal Schedule 6 of Tax Return | Upload Step Only | |
| Student's 2018 Federal Form 1065 (Partnership Return) | Upload Step Only | |
| Student's 2018 Federal Form 1120S (S-Corporation Return) | Upload Step Only | |
| Student's 2018 Federal IRS Form 1099 | Upload Step Only | |
| Student's 2018 Federal IRS Form 2350 | Upload Step Only | |
| Student's 2018 Federal IRS Form 4506-T | Upload Step Only | |
| Student's 2018 Federal IRS Form 4868 | Upload Step Only | |
| Student's 2018 Federal IRS Tax Return Transcript | Upload Step Only | |
| Student's 2018 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Student's 2018 Federal Schedule C of Tax Return | Upload Step Only | |
| Student's 2018 Federal W-2 Form(s) | Upload Step Only | |
| Student's 2018 Federal Wage and Income Transcript | Upload Step Only | |
| Student's 2018 NYS Resident Income Tax Return IT-201 | Upload Step Only | |
| Student's 2018 Signed Federal IRS Form 1040 | Upload Step Only | |
| Student's 2018 Signed Federal IRS Form 1040X | Upload Step Only | |
| Student's 2018 Statement of Nonfiling | Download/Print/Complete PDF, Upload | |
| Student's 2018 Statement of Nonfiling-Extension | Download/Print/Complete PDF, Upload | |
| Student's 2019 Federal Form 1065 (Partnership Return) | PJ Transaction Only | Upload Step Only |
| Student's 2019 Federal Form 1120S (S-Corporation Return) | PJ Transaction Only | Upload Step Only |
| Student's 2019 Federal IRS Form 1099 | PJ Transaction Only | Upload Step Only |
| Student's 2019 Federal IRS Form 2350 | PJ Transaction Only | Upload Step Only |
| Student's 2019 Federal IRS Form 4868 | PJ Transaction Only | Upload Step Only |
| Student's 2019 Federal IRS Tax Return Transcript | PJ Transaction Only | Upload Step Only |
| Student's 2019 Federal IRS Verification of Nonfiling Letter | PJ Transaction Only | Upload Step Only |
| Student's 2019 Federal Schedule C of Tax Return | PJ Transaction Only | Upload Step Only |
| Student's 2019 Federal W-2 Form(s) | PJ Transaction Only | Upload Step Only |
| Student's 2019 Federal Wage and Income Transcript | PJ Transaction Only | Upload Step Only |
| Student's 2019 NYS Resident Income Tax Return IT-201 | PJ Transaction Only | Upload Step Only |
| Student's 2019 Signed Federal IRS Form 1040 | PJ Transaction Only | Upload Step Only |
| Student's 2019 Signed Federal IRS Form 1040X | PJ Transaction Only | Upload Step Only |
| Student's 2019 Statement of Nonfiling | PJ Transaction Only | Upload Step Only |
| Student's 2019 Statement of Nonfiling-Extension | PJ Transaction Only | Upload Step Only |
| Student's and/or Spouse's 2018 Schedule K-1 | Upload Step Only | |
| Student's and/or Spouse's 2019 Schedule K-1 | PJ Transaction Only | Upload Step Only |
2019-2020 Documents
| StudentForms Document Name | Transaction Specific Request Information | Task Type |
| 2017 Business Tax Assessment | Upload Step Only | |
| 2017 Business Tax Return | Upload Step Only | |
| 2017 Business Verification Wrksht | Upload Step Only | |
| 2017 Federal IRS Form 1040 | Upload Step Only | |
| 2017 Federal Partnership Return (1065) | Upload Step Only | |
| 2017 Federal S-Corporation Return (1120s) | Upload Step Only | |
| 2017 Foreign Tax Return | Upload Step Only | |
| 2017 IRS Tax Schedules | Upload Step Only | |
| 2017 Mortgage Assmt. All Properties | Upload Step Only | |
| 2017 Mortgage Statement (rental) | Upload Step Only | |
| 2017 Mortgage Statement Bus. Prop. | Upload Step Only | |
| 2017 NJ Untaxed Info Form | Upload Step Only | |
| 2017 Parent(s)' Bank Statements | Upload Step Only | |
| 2017 Parent(s)' Investment Statements | Upload Step Only | |
| 2017 Proof of Separate Residence | Upload Step Only | |
| 2017 Schedule A of Tax Return | Upload Step Only | |
| 2017 Schedule B of Tax Return | Upload Step Only | |
| 2017 Schedule C of Tax Return | Upload Step Only | |
| 2017 Schedule D of Tax Return | Upload Step Only | |
| 2017 Schedule E of Tax Return | Upload Step Only | |
| 2017 Schedule F of Tax Return | Upload Step Only | |
| 2017 Schedule K-1 | Upload Step Only | |
| 2017 Signed Federal IRS Form 1040 | Upload Step Only | |
| 2017 Spouse's Bank Statements | Upload Step Only | |
| 2017 Spouse's Investment Statements | Upload Step Only | |
| 2017 Student's Bank Statements | Upload Step Only | |
| 2017 Student's Investment Statements | Upload Step Only | |
| 2017 Tax Assess- Business Property | Upload Step Only | |
| 2017 Tax Assessment (Rental) | Upload Step Only | |
| 2017 Trust Fund Statements | Upload Step Only | |
| 2017 Value of Estate Statement | Upload Step Only | |
| 2018 Business Tax Assessment | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Business Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Business Verification Wrksht | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Federal Partnership Return (1065) | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Federal S-Corporation Return (1120s) | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Foreign Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 IRS Tax Schedules | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Mortgage Assmt. All Properties | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Mortgage Statement (rental) | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Mortgage Statement Bus. Prop. | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 NJ Untaxed Info Form | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Parent(s)' Bank Statements | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Parent(s)' Investment Statements | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Partnership Return (1065) | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Proof of Separate Residence | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Schedule A of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Schedule B of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Schedule C of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Schedule D of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Schedule E of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Schedule F of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Schedule K-1 | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 S-Corporation Return (1120s) | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Signed Federal IRS Form 1040 | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Spouse's Bank Statements | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Spouse's Investment Statements | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Student's Bank Statements | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Student's Investment Statements | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Tax Assess- Business Property | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Tax Assessment (Rental) | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Trust Fund Statements | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2018 Value of Estate Statement | 2019-2020 PJ Transaction Only | Upload Step Only |
| 2019-2020 Dependent Asset Web Form | Webform | |
| 2019-2020 Dependent Untaxed Income and Benefits Form | Webform | |
| 2019-2020 Drug Eligibility Worksheet | Webform | |
| 2019-2020 Independent Asset Web Form | Webform | |
| 2019-2020 Independent Untaxed Income and Benefits Form | Webform | |
| 2019-2020 Parents' Additional Financial Information Form | Webform | |
| 2019-2020 Parents' Untaxed Information Form | Webform | |
| 2019-2020 Qualifying Veteran Status | Webform | |
| 2019-2020 Statement of Educational Purpose | Download/Print/Complete PDF, Upload only by School User | |
| 2019-2020 Student's Additional Financial Information Form | Webform | |
| 2019-2020 Student's Untaxed Information Form | Webform | |
| Parent 1-2017 Signed Federal Federal IRS Form 1040X | Upload Step Only | |
| Parent 1-2017 Federal Federal IRS Form 1099 | Upload Step Only | |
| Parent 1-2017 Federal Federal IRS Form 2350 | Upload Step Only | |
| Parent 1-2017 Federal Federal IRS Form 4506-T | Upload Step Only | |
| Parent 1-2017 Federal Federal IRS Form 4868 | Upload Step Only | |
| Parent 1-2017 Federal IRS Tax Return Transcript | Upload Step Only | |
| Parent 1-2017 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Parent 1-2017 Federal Schedule C of Tax Return | Upload Step Only | |
| Parent 1-2017 Federal W-2 Form(s) | Upload Step Only | |
| Parent 1-2017 Federal Wage and Income Transcript | Upload Step Only | |
| Parent 1-2017 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parent 1-2017 Statement of Nonfiling | Upload Step Only | |
| Parent 1-2018 Signed Federal IRS Form 1040X | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Federal IRS Form 1099 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Federal IRS Form 2350 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Federal IRS Form 4506-T | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Federal IRS Form 4868 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Federal IRS Tax Return Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Federal IRS Verification of Nonfiling Letter | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Federal Schedule C of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Federal W-2 Form(s) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Federal Wage and Income Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Signed Federal IRS Form 1040 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 1-2018 Statement of Nonfiling | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2017 Signed Federal IRS Form 1040X | Upload Step Only | |
| Parent 2017 Federal IRS Form 1099 | Upload Step Only | |
| Parent 2017 Federal IRS Form 2350 | Upload Step Only | |
| Parent 2017 Federal IRS Form 4506-T | Upload Step Only | |
| Parent 2017 Federal IRS Form 4868 | Upload Step Only | |
| Parent 2017 Federal IRS Tax Return Transcript | Upload Step Only | |
| Parent 2017 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Parent 2017 Federal Schedule C of Tax Return | Upload Step Only | |
| Parent 2017 Federal W-2 Form(s) | Upload Step Only | |
| Parent 2017 Federal Wage and Income Transcript | Upload Step Only | |
| Parent 2017 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parent 2017 Statement of Nonfiling | Upload Step Only | |
| Parent 2018 Signed Federal IRS Form 1040X | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal IRS Form 1099 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal IRS Form 2350 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal IRS Form 4506-T | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal IRS Form 4868 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal IRS Tax Return Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal IRS Verification of Nonfiling Letter | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal Schedule C of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal W-2 Form(s) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Federal Wage and Income Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2018 Signed Federal IRS Form 1040 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2017 Signed Federal IRS Form 1040X | Upload Step Only | |
| Parent 2-2017 Federal IRS Form 1099 | Upload Step Only | |
| Parent 2-2017 Federal IRS Form 2350 | Upload Step Only | |
| Parent 2-2017 Federal IRS Form 4506-T | Upload Step Only | |
| Parent 2-2017 Federal IRS Form 4868 | Upload Step Only | |
| Parent 2-2017 Federal IRS Tax Return Transcript | Upload Step Only | |
| Parent 2-2017 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Parent 2-2017 Federal W-2 Form(s) | Upload Step Only | |
| Parent 2-2017 Federal Wage and Income Transcript | Upload Step Only | |
| Parent 2-2017 Signed Federal IRS Form 1040 | Upload Step Only | |
| Parent 2-2017 Statement of Nonfiling | Upload Step Only | |
| Parent 2-2018 Federal IRS Form 1040X | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal IRS Form 1099 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal IRS Form 2350 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal IRS Form 4506-T | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal IRS Form 4868 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal IRS Tax Return Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal IRS Verification of Nonfiling Letter | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal Schedule C of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal W-2 Form(s) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Federal Wage and Income Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Signed Federal IRS Form 1040 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent 2-2018 Statement of Nonfiling | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent(s)' 2017 Federal Form 1065 (Partnership Return) | Upload Step Only | |
| Parent(s)' 2017 Federal Form 1120S (S-Corporation Return) | Upload Step Only | |
| Parent(s)' 2017 Federal Schedule K-1 | Upload Step Only | |
| Parent(s)' 2017 Foreign Tax Return | Upload Step Only | |
| Parent(s)' 2018 Federal Form 1120S (S-Corporation Return) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent(s)' 2018 Federal Schedule K-1 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent(s)' 2018 Foreign Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parent(s)' 2018 Federal Form 1065 (Partnership Return) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parents' 2017 Signed Federal IRS Form 1040X | Upload Step Only | |
| Parents' 2017 Federal IRS Form 1099 | Upload Step Only | |
| Parents' 2017 Federal IRS Form 2350 | Upload Step Only | |
| Parents' 2017 Federal IRS form 4506-T | Upload Step Only | |
| Parents' 2017 Federal IRS Form 4868 | Upload Step Only | |
| Parents' 2017 Federal IRS Tax Return Transcript | Upload Step Only | |
| Parents' 2017 Federal Schedule C of Tax Return | Upload Step Only | |
| Parents' 2017 Federal Wage and Income Transcript | Upload Step Only | |
| Parents' 2017 Signed Federal IRS Form 1040 (joint) | Upload Step Only | |
| Parents' 2018 Signed Federal IRS Form 1040X | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parents' 2018 Federal IRS Form 1099 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parents' 2018 Federal IRS Form 2350 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parents' 2018 Federal IRS Form 4506-T | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parents' 2018 Federal IRS Form 4868 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parents' 2018 Federal IRS Tax Return Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parents' 2018 Federal Schedule C of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parents' 2018 Federal Wage and Income Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Parents' 2018 Signed Federal IRS Form 1040 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2017 Federal Form 1065 (Partnership Return) | Upload Step Only | |
| Spouse's 2017 Federal Form 1120S (S-Corporation Return) | Upload Step Only | |
| Spouse's 2017 Signed Federal IRS Form 1040X | Upload Step Only | |
| Spouse's 2017 Federal IRS Form 1099 | Upload Step Only | |
| Spouse's 2017 Federal IRS Form 2350 | Upload Step Only | |
| Spouse's 2017 Federal IRS Form 4506-T | Upload Step Only | |
| Spouse's 2017 Federal IRS Form 4868 | Upload Step Only | |
| Spouse's 2017 Federal IRS Tax Return Transcript | Upload Step Only | |
| Spouse 2017 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Spouse's 2017 Federal Schedule C of Tax Return | Upload Step Only | |
| Spouse's 2017 Federal W-2 Form(s) | Upload Step Only | |
| Spouse's 2017 Federal Wage and Income Transcript | Upload Step Only | |
| Spouse's 2017 Signed Federal IRS Form 1040 | Upload Step Only | |
| Spouse's 2017 Statement of Nonfiling | Upload Step Only | |
| Spouse's 2018 Federal Form 1065(Partnership Return) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal Form 1120S (S-Corporation Return) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Signed Federal IRS Form 1040X | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal IRS Form 1099 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal IRS Form 2350 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal IRS Form 4506-T | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal IRS Form 4868 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal IRS Tax Return Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal IRS Verification of Nonfiling Letter | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal Schedule C of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal W-2 Form(s) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Federal Wage and Income Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Signed Federal IRS Form 1040 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Spouse's 2018 Statement of Nonfiling | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2017 Signed Federal IRS Form 1040X | Upload Step Only | |
| Student and Spouse 2017 Federal IRS Form 1099 | Upload Step Only | |
| Student and Spouse 2017 Federal IRS Form 2350 | Upload Step Only | |
| Student and Spouse 2017 Federal IRS Form 4506-T | Upload Step Only | |
| Student and Spouse 2017 Federal IRS Form 4868 | Upload Step Only | |
| Student and Spouse 2017 Federal IRS Tax Return Transcript | Upload Step Only | |
| Student and Spouse 2017 Federal Schedule C of Tax Return | Upload Step Only | |
| Student and Spouse 2017 Federal Wage and Income Transcript | Upload Step Only | |
| Student and Spouse 2017 Foreign Tax Return | Upload Step Only | |
| Student and Spouse 2017 Signed Federal IRS Form 1040 | Upload Step Only | |
| Student and Spouse 2018 Signed Federal IRS Form 1040X | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Federal IRS Form 1099 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Federal IRS Form 2350 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Federal IRS Form 4506-T | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Federal IRS Form 4868 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Federal IRS Tax Return Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Federal Schedule C of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Federal Wage and Income Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Foreign Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student and Spouse 2018 Signed Federal IRS Form 1040 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2017 Federal Form 1065 (Partnership Return) | Upload Step Only | |
| Student's 2017 Federal Form 1120S (S-Corporation Return) | Upload Step Only | |
| Student's 2017 Signed Federal IRS Form 1040X | Upload Step Only | |
| Student's 2017 Federal IRS Form 1099 | Upload Step Only | |
| Student's 2017 Federal IRS Form 2350 | Upload Step Only | |
| Student's 2017 Federal IRS Form 4506-T | Upload Step Only | |
| Student's 2017 Federal IRS Form 4868 | Upload Step Only | |
| Student's 2017 Federal IRS Tax Return Transcript | Upload Step Only | |
| Student's 2017 Federal IRS Verification of Nonfiling Letter | Upload Step Only | |
| Student's 2017 Federal Schedule C of Tax Return | Upload Step Only | |
| Student's 2017 Federal W-2 Form(s) | Upload Step Only | |
| Student's 2017 Federal Wage and Income Transcript | Upload Step Only | |
| Student's 2017 Signed Federal IRS Form 1040 | Upload Step Only | |
| Student's 2017 Statement of Nonfiling | Upload Step Only | |
| Student's 2018 Federal Form 1065 (Partnership Return) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal Form 1120S (S-Corporation Return) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Signed Federal IRS Form 1040X | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal IRS Form 1099 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal IRS Form 2350 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal IRS Form 4506-T | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal IRS Form 4868 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal IRS Tax Return Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal IRS Verification of Nonfiling Letter | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal Schedule C of Tax Return | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal W-2 Form(s) | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Federal Wage and Income Transcript | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Signed Federal IRS Form 1040 | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's 2018 Statement of Nonfiling | 2019-2020 PJ Transaction Only | Upload Step Only |
| Student's and/or Spouse's 2017 Schedule K-1 | Upload Step Only | |
| Student's and/or Spouse's 2018 Schedule K-1 | 2019-2020 PJ Transaction Only | Upload Step Only |
Attachment below may be downloaded, to view each Award Year on a separate tab.