Financial Aid Forms

All schools which provide students with federal student aid are required to have a budget (cost of attendance). Students may receive aid up to their budget. In rare cases, student may submit the form below to have their budget increased.

Having a budget increased does not necessarily mean the student will have additional financial aid offered. This form simply allows for the budget to be increased to allow for additional aid to be posted to their account whether it is federal, state, institutional, or private.

2016-2017 Budget Increase Form

2017-2018 Budget Increase Form

***Please submit only clear copies of documentation to the Office of Financial Aid;  any unclear or unreadable copies will be returned ***

The Department of Education has identified conflicting 2015 tax information between your 2016-2017 and 2017-2018 Free Application for federal Student Aid (FAFSA) submissions. The Financial Aid Office must identify and remedy the conflict in tax information in order to continue processing both aid year applications.

Conflicting Information Form

***Please submit only clear copies of documentation to the Office of Financial Aid;  any unclear or unreadable copies will be returned ***

The consortium agreement allows students who are enrolled at least half-time (six credits) at UB to take a class at another institution. If you have financial aid, such as a Pell Grant, state grants, or a scholarship that are dependent upon full-time enrollment, completing a consortia agreement between UB and your host school is the answer to having those credits count towards your financial aid enrollment. Start by contacting your Academic Advisor to make sure the course can be transferred back to UB and count towards your degree. Because this option requires you to be enrolled half-time at UB, it is not necessary to receive federal student loans, you already qualify!

2016-2017 Consortium Agreement 

2017-2018 Consortium Agreement 

Inter-institutional enrollment: If you will be enrolling in a class or classes at another University System of Maryland school, the inter-institutional enrollment application may allow you to enroll in classes and have the registration and bill processed through UB. Check with your academic advisor to see if this is the option for you. With this option your inter-institutional registration will count towards your loan enrollment requirement for your student loans.

 

***Please submit only clear copies of documentation to the Office of Financial Aid;  any unclear or unreadable copies will be returned ***

The federal government believes that students and their parents have the primary responsibility to pay for education. However, the government recognizes exceptions to this rule. Students may appeal this ruling based on extreme circumstances. According to the government, an independent student is someone who is/was any one of the following general requirements:

• Be 24 years of age or older by December 31 of the award year;
• Be an orphan (both parents deceased), ward of the court, in foster care or was a ward of the court when 13 years or older;
• Be a veteran of the Armed Forces of the United States or serving on active duty for other than training purposes;
• Be a graduate or professional student;
• Be a married individual;
• Have legal dependents other than a spouse;
• Be an emancipated minor or in legal guardianship;
• Be a homeless youth

The financial aid administrator, in determining a dependency override, focuses on truly exceptional circumstances and consideration of individual cases. These practices may include making dependency overrides in situations when a student’s parent cannot be located or where an otherwise dependent student has been a victim of domestic violence and is no longer residing with his/her parents.

A dependency override can be made only to change a student’s status from dependent to independent. Financial Aid administrators cannot use professional judgment to consider a student independent solely on the basis of the student’s previous independent status or because the student is “self-supporting.”

The dependency override may not be used to make an otherwise ineligible student eligible for federal aid, or because the parents are unwilling to provide financial data or support. This request reflects the professional judgment of the Office of Financial Aid at the University of Baltimore only. You must reapply each year for consideration at UB or for any other institution to which you may attend.

Students who wish to apply for a Dependency Override must submit the following documentation:

Dependency Appeal Request Form
Dependency Appeal Renewal Form

 

***Please submit only clear copies of documentation to the Office of Financial Aid;  any unclear or unreadable copies will be returned ***

When the Department of Education processed your FAFSA, you selected that you were independent based on one of the following reasons listed below:

• Be an orphan (both parents deceased), ward of the court, in foster care or was a ward of the court when 13 years or older;
• Have legal dependents or children that you provide more then 50% of their support;
• Be an emancipated minor or in legal guardianship;
• Be a homeless youth;

In order to process your financial aid file you will need to submit the Independent Documentation Form:

2016-2017 Independent Documentation Form

2017-2018 Independent Documentation Form

***Please submit only clear copies of documentation to the Office of Financial Aid;  any unclear or unreadable copies will be returned ***

 

 

Completed by the Office of Financial Aid upon request, this form can be used by a student to confirm with potential landlord or property management firms expected financial aid fund availability.

Students must accept their aid and have completed steps 1 through 3 of the "4 Steps to Financial Aid" in their MyUB portal, including any Master Promissory Notes, Entrance Counseling, and, in the case of Graduate Plus or Parent Plus loans, have been credit approved by Direct Loans.

Please fill out the top of the form, including your name and student ID (found on the far left of your MyUB as well as on your Bee card). Bring or fax the form to the Office of Financial Aid, and we will complete the form and return it.

Landlord Form

***Please submit only clear copies of documentation to the Office of Financial Aid; any unclear or unreadable copies will be returned ***

The SAP appeal process is now online, if you have been asked to complete a SAP appeal the process is online in MyUB, in the next green section below where you find the "4 Steps to Financial Aid".

Most male students must be registered with Selective Service to receive federal student aid. You also must register if you are a male and are not currently on active duty in the U.S. armed forces. If you are a citizen of the Federated States of Micronesia, the Republic of the Marshall Islands or the Republic of Palau, you are exempt from registering.

This form is designed to explain your circumstances surrounding your Selective Service registration. Only complete and submit this form if you see "Selective Service" on your To Do List in your MyUB Portal.

Selective Service Form

***Please submit only clear copies of documentation to the Office of Financial Aid; any unclear or unreadable copies will be returned ***

The Special Conditions Form can be used if you or your family has experienced an unusual circumstance that may affect your ability to pay for your education at the University of Baltimore. Before the office can take your circumstance into consideration, you must have filed the Free Application for Federal Financial Aid (FAFSA) for the aid year you are applying for the special conditions. The reduction must result from one of the special conditions listed below occurring between January 1 and December 31 of the applicable year.

This form is designed to adjust the Expected Family Contribution (EFC) which determines what portion of aid can be need based. Submitting this form does not necessarily mean additional aid will be awarded. This form does not increase the amount of the student budget.

2016-17 Special Conditions Form 

2017-18 Special Conditions Form 

***Please submit only clear copies of documentation to the Office of Financial Aid;  any unclear or unreadable copies will be returned ***

The US Department of Education has determined that you have unusual enrollment history and have received the Federal Pell Grant or Direct Stafford Loans at three or more institutions during a review period of 2014-2015, 2015-2016, and 2016-2017.

Those selected for Unusual Enrollment History must complete the process before financial aid can be awarded and applied to your account balance. All selected students must submit the Unusual Enrollment History Form.

2017-2018 Unusual Enrollment History Form

***Please submit only clear copies of documentation to the Office of Financial Aid;  any unclear or unreadable copies will be returned ***

Those selected for verification must complete the process before financial aid can be awarded and applied to your account balance. All selected students must, at a minimum, submit the Verification Worksheet.

2016-2017 Verification Information  

Students who did not import their 2015 federal tax return information into their FAFSA directly from the IRS will be required to submit a Tax Return Transcript which is only obtained directly through the IRS. If you're not sure if you need to submit a Tax Return Transcript, see your To Do List in your MyUB portal.

The following Verification Worksheets are to be used for the fall 2016, spring 2017, and summer 2017 semesters.

2016-2017 Verification Worksheet
2016-2017 Verification--SNAP/Child Support Worksheet
2016-2017 Verification--Untaxed Income Worksheet

***Please submit only clear copies of documentation to the Office of Financial Aid; any unclear or unreadable copies will be returned ***

2017-2018 Verification Information  

Students who did not import their 2015 federal tax return information into their FAFSA directly from the IRS will be required to submit a Tax Return Transcript which is only obtained directly through the IRS. If you're not sure if you need to submit a Tax Return Transcript, see your To Do List in your MyUB portal.

The following Verification Worksheet is to be used for the fall 2017, spring 2018, and summer 2018 semesters.

***Please note that the IRS Data Retrieval Tool is currently unavailable;  to access your IRS Tax Return Transcript please visit the IRS Site. ***

2017-2018 Verification Worksheet

***Please submit only clear copies of documentation to the Office of Financial Aid;  any unclear or unreadable copies will be returned ***