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> Office of Financial Aid
Forms- Listed Alphabetically
| 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.
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| 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. The following
policies and procedures will be in effect
for Montana State University Bozeman
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. |
| Institutional Verification Form - Dependent - 2008-2009 |
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Your Federal
Financial Aid Application was selected for review in a process
called "Verification". If you were required to provide
parental information on your Free Application for Federal
Student Aid (FAFSA), you need to submit this 2008-2009 INSTITUTIONAL VERIFICATION FORM for a DEPENDENT student.
When complete, return this form with all
requested documents and signatures to the Office of Financial Aid Services
at Montana State University. |
| Institutional Verification Form - Independent - 2008-2009 |
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Your Federal
Financial Aid Application was selected for review in a process
called "Verification". If you were required to provide
parental information on your Free Application for Federal
Student Aid (FAFSA), you need to submit this 2008-2009 INSTITUTIONAL VERIFICATION FORM for an INDEPENDENT student.
When complete, return this form with all
requested documents and signatures to the Office of Financial Aid Services
at Montana State University. |
Loan Eligibility Review Form |
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Due to changes in federal loan limits, you may be eligible for up to an additional $2,000.00 in Unsubsidized Stafford Loan funds. If you would like the Office of Financial Aid Services to review your eligibility for these additional funds, please submit this form. |
| Loan Entrance Counseling |
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You
must complete and return a copy of this form to the Office
of Financial Aid Services before loan funds will credit to
your university student account. This process can also be done electronically from the "Loans" link on our home page. |
| Parent PLUS Loan Request and Lender List |
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Letter of explanation of what the Parent PLUS Loan is and the steps that the parent needs to take to request and complete a PLUS Loan. |
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PLUS Loan Request Form & Lender List. |
Quality Assurance Verification (QA)
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The QA program has been designed by the
Federal Department of Education to increase quality
and customer service for financial aid programs. As
part of this program, MSU will review information
submitted by selected students on their Free Application for
Federal Student Aid (FAFSA). Please refer to the Quality Assurance program brochure for further information. |
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Quality Assurance Dependent Verification Form and checklist. |
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Quality Assurance Independent Verification Program and checklist. |
| Scholarship Authorization Form |
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Montana
State University-Bozeman's Scholarship Authorization Form for departmental use only. |
| Scholarship Reply Form |
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Scholarship Reply Form for students accepting or rejecting their offered university scholarship. Please include a name and ID number. You may need to submit a second form when your "Anticipated Scholarship" gets assigned to a specific sponsor. |
| 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. |
| Study Abroad Agreement |
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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. |
| Study Abroad Budget |
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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. |
| Study Abroad Course Approval |
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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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If you plan to enroll for 6 or more credits over the course of Summer Session and want to be considered for financial aid, you need to complete this form. Forms received by March 31, 2009 will have priority consideration. Submitting this form does not guarantee eligibility for summer financial aid. |
| 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: UPDATED!
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: NEW!
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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