Montana State University

Forms

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Most forms, where appropriate, can be typed if you see a cursor when you click on the field. You will then be able to print the form, but not save your information. We recommend you keep copies for your records.

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Authorization to Release Financial Information

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The Family Educational Rights and Privacy Act (FERPA) of 1974 is designed to protect the privacy of a student's educational records.  These confidential records include financial aid, scholarship and billing/account information, and will not be released without written consent from the student.  By signing this form, the student authorizes University personnel to release confidential information to designated person(s). The entire FERPA policy is available here.

 

 

(Verification of) Child Support Paid **2013-14**

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Dependent Student If you reported that your parent(s) paid child support in 2012, please complete the Child Support Paid Verification Form for Dependent Student, with required documentation and signatures, and return it to Financial Aid Services.

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Independent Student If  you reported that you or your spouse paid child support in 2012, please complete the Child Support Paid Verification Form for Independent Student, with required documentation and signatures, and return it to Financial Aid Services.

 

Computer Purchase Policy

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The Higher Education Amendments of 1998 included a provision that allows an institution, on a case-by-case basis, to include in a student's cost of attendance (COA) the documented cost of a personal computer. Allowing inclusion of the cost is not based on any particular program of study or program requirement. This PDF will explain the policies and procedures that are in effect for Montana State University's undergraduate and graduate students.

 

Consortium Agreement

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A consortium agreement enables you to receive financial aid while concurrently enrolled for courses at Montana State University-Bozeman and another institution.

Dependent Care Appeal

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Please provide information for each dependent living with you for whom you will pay dependent care expenses. Paid receipts, canceled checks, billing statements and/or a written statement of estimated cost from a childcare agency or provider must be attached. Dependent care expenses may only be considered for the periods that you are enrolled as a student at Montana State University.

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Graduate PLUS Loan Instructions

2012 - 2013 Graduate PLUS Loan Instructions

 

Graduating One-Term Attendance Request

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For Undergraduates, Post Baccalaureates, Non-Teaching Certificates and Gallatin College students.

If you are graduating in Fall or Spring semester and are attending only that one semester of the academic year, we are required to adjust your loans for your one-term only attendance.  Please complete this form to verify the number of credits for which you will be or are enrolled.


Helpful Websites

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A PDF version of the majority of Websites listed on our "Important Links to other Websites" page.

 

***2013-2014*** INSTITUTIONAL VERIFICATION FORMS ***2013-2014***

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DEPENDENT STUDENT Verification checklist and form - 2013-2014: (This is a three page document.) If you filed your FAFSA with your parental data and you were selected by MSU to participate in a process called "Institutional Verification", you and your parents must fill out this DEPENDENT form and return it - with all supporting documentation and signatures - to Financial Aid Services. Our mailing address and fax number is listed on the first two pages of the form.

 

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DEPENDENT Asset Information Form: Student and Parent for 2013 - 2014.
   
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INDEPENDENT STUDENT Verification checklist and form - 2013 - 2014: (This is a three page document.) If you were not required to file your FAFSA with parental data and you were selected by MSU to participate in a process called "Institutional Verification", you need to fill out this INDEPENDENT form and return it - with all supporting documentation and signatures - to Financial Aid Services. Our mailing address and fax number is on the first two pages of the form.

 

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INDEPENDENT Asset Information Form: Student and Spouse (if applicable) for 2013 - 2014.

 

***2012 - 2013*** INSTITUTIONAL VERIFICATION FORMS ***2012 - 2013***

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DEPENDENT STUDENT Verification checklist and form - 2012 - 2013: (This is a three page document.) If you filed your FAFSA with your parental data and you were selected by MSU to participate in a process called "Institutional Verification", you and your parents must fill out this DEPENDENT form and return it - with all supporting documentation and signatures - to Financial Aid Services. Our mailing address and fax number is listed on the first two pages of the form.

NEW THIS YEAR: Please see important information on the checklist regarding the U.S. Department of Education's policy for obtaining tax data. We will no longer be accepting copies of federal tax returns.

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DEPENDENT Asset Information Form: Student and Parent for 2012 - 2013.
   
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INDEPENDENT STUDENT Verification checklist and form - 2012 - 2013: (This is a three page document.) If you were not required to file your FAFSA with parental data and you were selected by MSU to participate in a process called "Institutional Verification", you need to fill out this INDEPENDENT form and return it - with all supporting documentation and signatures - to Financial Aid Services. Our mailing address and fax number is on the first two pages of the form.

NEW THIS YEAR: Please see important information on the checklist regarding the U.S. Department of Education's policy for obtaining tax data. We will no longer be accepting copies of federal tax returns.

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INDEPENDENT Asset Information Form: Student and Spouse (if applicable) for 2012 - 2013.

 

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Parent PLUS Loan Instructions

2012 - 2013 Parent PLUS Loan Instructions

 

***2013-2014*** QUALITY ASSURANCE VERIFICATION FORMS ***2013-2014***

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Quality Assurance Verification Frequently Asked Questions and Answers- 2013-2014:

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DEPENDENT STUDENT QA Verification checklist and form - 2013-2014:(This is a three page document.) If you filed your FAFSA with your parental data and you were selected by MSU to participate in a process called "Quality Assurance Verification", you and your parents must fill out this DEPENDENT form and return it - with all supporting documentation and signatures - to Financial Aid Services. Our mailing address and fax number is listed on the first two pages of the form.
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INDEPENDENT STUDENT QA Verification checklist and form - 2013 - 2014: (This is a three page document.) If you were not required to file your FAFSA with parental data and you were selected by MSU to participate in a process called "Quality Assurance Verification", you need to fill out this INDEPENDENT form and return it - with all supporting documentation and signatures - to Financial Aid Services. Our mailing address and fax number is on the first two pages of the form.

 

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Satisfactory Academic Progress

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Satisfactory Academic Progress Policy and appeal procedures.
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Satisfactory Academic Progress Appeal Form (all appeals).
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Satisfactory Academic Progress Plan of Study Form (max credit hour violation).


Scholarship Authorization Form (SAF)

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Scholarship Authorization Form for colleges and departments to submit to Financial Aid Services.

 

Scholarship Appeal Form

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If your scholarship required you to maintain a specific GPA or credit level and you fell below those requirements, please use this form along with copies of relevant documentation to appeal for reinstatement. Submission of this form in no way guaranties that your scholarship will be reinstated.

 

Scholarship Reply Form for academic year: 2013 - 2014

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Scholarship Reply Form for students accepting or rejecting their offered university scholarship for the 2013-14 school year. Please include your name, ID number, and the name of the scholarship or award.

 

Separation of Income Forms

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Student Separation of Income Form. If you filed your previous year's taxes with a spouse, and are currently separated or divorced, your appeal or verification may benefit from the completion of this form.

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Parent Separation of Income Form. If your parents filed their previous year's taxes together, and are currently separated or divorced, your appeal or verification may benefit from the completion of this form.

 

(Verification of) SNAP Recipients **2013-14**

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Dependent Student If you reported that you or a member of your parent(s)' household received Supplemental Nutrition Assistance Program (SNAP) sometime in 2011 or 2012, please complete the SNAP Verification Form for Dependent Student, with required documentation and signatures, and return it to Financial Aid Services.

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Independent Student If you reported that you or a member of your household received Supplemental Nutrition Assistance Program (SNAP) sometime in 2011 or 2012, please complete and sign the SNAP Verification Form for Independent Student, with required documentation and signatures, and return it to Financial Aid Services.

 

Study Abroad Forms

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AGREEMENT: Financial aid is only offered through your participation in an approved Montana State University Study Abroad program. If you enroll in a Study Abroad program sponsored by other organizations, colleges or educational institutions, or enroll directly in a foreign institution, you should contact the school or program to learn about financial resources that may be available to you.

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BUDGET: This evaluation of estimated expenses is for those students who are applying for Financial Aid. Fill out the Estimated Expenses yourself to the best of your ability and then bring the form to the Office of International Programs for a signature. Then take one copy of the completed form, along with any required documentation, to the Financial Aid Office and provide one copy to the Office of International Programs.

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COURSE APPROVAL: Please meet with your academic advisor to fill out this form. Complete the Budget form for Financial Aid Services. Turn in a copy of the completed forms to the Office of International Programs.

 

Summer Supplemental Application

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2013 Summer Supplemental Application: Priority consideration date for financial assistance is March 31, 2013. Last day to apply for summer aid is June 30, 2013.
 

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Third-Party Billing Authorization

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Montana State University's Third-Party Billing Authorization Form for departments. Please refer to these instructions to complete the Third-Party Billing Authorization Form.

 

Tuition Waiver Requests

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Faculty & Staff Tuition Waiver Request

Employing department must be an entity of any unit of the Montana University System. A separate form must be completed for each semester for which a faculty/staff tuition waiver is being requested. The employee must be in a 3/4 time or greater status at the beginning of the semester for which the waiver is requested. Retroactive tuition waivers will not be honored.

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Departmental Tuition Waiver for Students

Tuition Waivers can be granted by various departments and agencies.  The granting agency must use this form. Please return the completed and signed form to the Office of Financial Aid before the 15th class day of each semester.

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Senior Citizen Tuition Waiver Request

Senior Citizens are granted tuition waivers by the Montana Board of Regents. You may qualify if you meet all the following conditions prior to the start of the semester:
• Classified as in-state resident for university fees and
• at least sixty-five years old

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