Financial Aid > Printable Forms
Most of the following Printable Forms are available in PDF format. The PDF format requires 4.0 or greater of the free Adobe Acrobat Reader software. PDF format allows you to view your form electronically on most computers.
Direct Loan Basics for Students PDF
A simple, convenient, flexible way to finance your education. How can Direct LoansSM help me go to college or a career school? What kinds of Direct Loans are available? What are the eligibility requirements?
Entrance Counseling Guide for Direct Loan Borrowers PDF
This guide provides a general overview of information that you will need to successfully repay the Direct Loans that you are receiving to help pay for your college costs. For more detailed information about a specific topic, see the Master Promissory Note for your loan or your copy of the Borrower’s Rights and Responsibilities Statement
4506-T Request for Transcript of Tax Return PDF
WHO SHOULD FILE THIS FORM: Use Form 4506-T to order a transcript or other return information free of charge. You can also call 1-800-908-9946 to order a transcript.
5305-EA Coverdell Education Savings Custodial Account PDF
WHO SHOULD FILE THIS FORM: Form 5305-EA is a model custodial account agreement that meets the requirements of section 530(b)(1) and has been pre-approved by the IRS. A Coverdell education savings account (ESA) is established after the form is fully executed by both the depositor and the custodian.
8822 Change of Address PDF
WHO SHOULD FILE THIS FORM: You may use Form 8822 to notify the Internal Revenue Service if you changed your home or business mailing address or your business location.
W-9S Request for Student’s or Borrower’s Taxpayer Identification Number and Certification PDF
WHO SHOULD FILE THIS FORM: An eligible educational institution, such as a college or university, or a lender of a student loan must get your correct taxpayer identification number (TIN) to file certain information returns with the IRS and to furnish a statement to you.
New York State Residence Review Questionnaire PDF
This form is used by HESC to request additional information about your residency in New York State. Print the questionnaire, fill it out, and mail it back to HESC for processing.
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