Financial Aid Forms

2021-2022 Forms

Aid for Part-Time Study (APTS) Application

Students who are enrolled for less than 12 credits and are eligible for NYS funding can now apply for Aid for Part-Time Study (APTS). Submit this form along with your NYS IT-201 Taxes. Students MUST complete a NYS Payment (TAP) application to be considered for an award.


Asset Verification Form (Student/Parent)

This form provides information on the student and parent(s) assets which is needed to determine financial aid eligibility.


High School Completion Verification Form

Submit this form along with one of the documents listed as acceptable documentation on the form. Forms submitted without additional documentation will not be processed.


Identity and Statement of Educational Purpose (To be signed with a Notary)

If the student is unable to appear in person at SUNY Morrisville's Financial Aid Office to verify his or her identity, the student must provide the ORIGINAL notarized Identity and Statement of Educational Purpose form, as well as a copy of the valid government-issued photo identification (ID) that is acknowledged in the notary statement, such as, but not limited to, a driver's license, other state-issued ID, or a passport. The original form may then be mailed to our office.


Satisfactory Academic Progress - Federal Waiver

This form is used by students who are appealing the loss of their federal financial aid. This form and documentation must be submitted to the Financial Aid Office no later than 30 days after being notified that you are not making Satisfactory Academic Progress (SAP).


Special Conditions Form

This form allows for an explanation of changes in financial circumstance that a student or a family may be experiencing (such as adjustments to income, family size, or explanations of one-time payments, capital gains, etc.) as reported on your FAFSA.


Summer Aid Request Form

This form is to be completed by students who will be taking summer courses and would like financial aid to cover them.


TAP Ineligible Waiver

This is for students who are ineligible for their TAP due to failing to meet satisfactory academic progress (SAP) as noted in the College Student Handbook. Students who did not meet these criteria are eligible to complete this ONE-TIME waiver to get their TAP reinstated. You must provide an explanation that was beyond your control and provide third-party documentation to back up your reasoning. This form and all documentation pertaining to this will be submitted to the Office of the Registrar for review.


TAP C-Waiver

This is for students who are ineligible for their TAP due to failing to meet the GPA requirement portion of satisfactory academic progress (SAP) as noted in the College Student Handbook. Students who did not meet these criteria are eligible to complete this waiver to get their TAP reinstated. You must provide an explanation of the circumstances beyond your control that prevented you from being academically successful as well as third-party documentation to back up your reasoning. This form and supporting documentation will be submitted to the Financial Aid Office for review.


IRS 4506-T Form

This form is for those that must provide proof of nonfiling and did not qualify for an online account.  It can also be used to request a W2 substitute form.  Be sure to complete questions 1-4.  If you are requesting verification of nonfiling, check the box for choice 7.  If you are requesting W2 substitutes, check box 8.  Enter the tax year you are requesting in question 9 using to format, 12/31/20XX.  So if you need to request 2019 information, you'll enter 12/31/2019.  Check the box above the signature line and be sure to sign and date.  You can mail or fax this form to your IRS office located on the second page.

Visit IRS Website for IRS 4506-T

2020-2021 Forms

Aid for Part Time Study Application

Students who are enrolled for less than 12 credits and are eligible for NYS funding can now apply for Aid for Part Time Study (APTS). Submit this form along with your NYS IT-201 Taxes. Students MUST complete a NYS Payment (TAP) application to be considered for an award.  All application materials must be submitted no later than Monday, May 10, 2021.


Asset Verification Form (Student/Parent)

This form provides information on the student and parent(s) assets which is needed to determine financial aid eligibility.


High School Completion Verification Form

Submit this form along with one of the documents listed as acceptable documentation on the form. Forms submitted without additional documentation will not be processed.


Identity and Statement of Educational Purpose (To be signed with a Notary)

If the student is unable to appear in person at SUNY Morrisville's Financial Aid Office to verify his or her identity, the student must provide the ORIGINAL notarized Identity and Statement of Educational Purpose form, as well as a copy of the valid government-issued photo identification (ID) that is acknowledged in the notary statement, such as, but not limited to, a driver's license, other state-issued ID, or a passport. The original form may then be mailed to our office.


Satisfactory Academic Progress - Federal Waiver

This form is used by students who are appealing the loss of their federal financial aid. This form and documentation must be submitted to the Financial Aid Office no later than 30 days after being notified that you are not making Satisfactory Academic Progress (SAP).


Special Conditions Form

This form allows for an explanation of changes in financial circumstance that a student or a family may be experiencing (such as adjustments to income, family size, or explanations of one-time payments, capital gains, etc.) as reported on your FAFSA.


TAP Ineligible Waiver

This is for students who are ineligible for their TAP due to failing to meet satisfactory academic progress (SAP) as noted in the College Student Handbook. Students who did not meet these criteria are eligible to complete this ONE-TIME waiver to get their TAP reinstated. You must provide an explanation that was beyond your control and provide third-party documentation to back up your reasoning. This form and all documentation pertaining to this will be submitted to the Office of the Registrar for review.


TAP C-Waiver

This is for students who are ineligible for their TAP due to failing to meet the GPA requirement portion of satisfactory academic progress (SAP) as noted in the College Student Handbook. Students who did not meet these criteria are eligible to complete this waiver to get their TAP reinstated. You must provide an explanation of the circumstances beyond your control that prevented you from being academically successful as well as third-party documentation to back up your reasoning. This form and supporting documentation will be submitted to the Financial Aid Office for review.


Verification Worksheets

Effective June 22, 2020, Dependent and Independent Verification Worksheets are no longer accessible from the SUNY Morrisville Financial Aid page. Visit your Web for Students account to access these forms. The dependent verification worksheet will still require parental signature. Once you have submitted your form, a parent will be notified via email to login and provide their signature.

Visit Web for Students

IRS 4506-T Form

This form needs to be completed by students and/or parents who did not file a tax return in 2017. Be sure to complete questions 1-5, check the box at the right of question 7 for Verification of Non-filing, fill out 9, sign and date. This form will be rejected if it is not filled out completely, and if there are any areas crossed out on it. You can mail it or fax it to your local IRS office located on the second page.

Visit IRS Website for IRS 4506-T