Forms

Please Note: The forms below have been modified to be editable on your computer. All forms must be completely filled out and signed where indicated. Any forms missing a required signature will not be processed.

To Submit Financial Aid Documents

• Aid Adjustment Form
  • Complete this form if you want to reduce, cancel or reinstate your aid. (You must have Google Apps Activated on your Montclair State University account)
• Cost of Attendance Re-Evaluation Form
  • Complete this form if your actual school-related expenses are higher than expenses listed on NEST.
• Consortium Agreement Form
• William D. Ford Federal Direct Loan Program, Federal Family Education Loan Program Reaffirmation Agreement
  • Complete this form if you are requested to complete a loan reaffirmation with your servicer, due to over-borrowing the allowable federal loan limits. Once complete, you need to send the form to your loan servicer that holds the over-borrowing loan (do not send this to Montclair State University, only the loan servicer can process this request). You will need to contact the school where the over-borrowing took place to complete section 3.
• SAP Mid-Year Re-evaluation Request
• Summer Loan Request
  • Complete this form if you are applying for a loan for your summer courses. (You must have Google Apps Activated on your Montclair State University account)

2024-2025 Forms

Please upload the completed forms into FinAid Student Forms via NEST or send via the instructions on the form.

• Dependent 2024-2025 Asset Worksheet
  • Complete this form if you were requested to provide clarification of reported 2024-2025 parent/student home/real estate and/or investments.
• Independent 2024-2025 Asset Worksheet
  • Complete this form if you were requested to provide clarification of reported 2024-2025 student/spouse home/real estate and/or investments.
• Parent Marital Status Statement
  • Complete this form to verify your parents’ marital status.
• Monthly Expenses and Resource Statement
  • Complete this form if requested to provide information about your expenses and resources.
• 2024-2025 Petition for Dependency Status Review
  • Complete this form if you need your status changed from dependent to independent for 2024-2025, or if this form is requested from you.
• 2024-2025 Recertification of Dependency Status for Renewal Students
  • Complete this form if requested.
• Request for Review
  • Complete this form if your family has experienced a loss of income since filing the 2022 federal taxes or the 24-25 FAFSA.
• Dependent Verification Worksheet
  • Complete this form if requested for federal verification of your FAFSA data.
• Independent Verification Worksheet
  • Complete this form if requested for federal verification of your FAFSA data.
• Parent(s)’ Non-Filing Statement
  • Complete this form if requested for federal verification of your FAFSA data.

• Change of Address/Telephone Number (Current student update their information on NEST)
• Change of Name, Gender and/or Social Security Number
  • If you are on campus, bring this completed form with your official documents to Red Hawk Central in Cole Hall. If you cannot get to campus, mail notarized official copies of required forms to: Office of the Registrar, Montclair State University, 1 Normal Avenue, Montclair, NJ 07043.
• Course Withdrawal (Use this form if a HOLD is preventing your using NEST to process.)

• Statement of Completion of Degree Requirements

• Audit Application
  • Complete this form to audit a course.
• Course Overlap
• Credit Overload Form
• Incomplete Contract
• Incomplete Extension
• Transfer Credit Exchange Form
• Undergraduate Leave of Absence/Withdrawal from the University
  • Please read the Add/Drop and Withdrawal Policy webpage carefully.
• Verification of Degree

Please submit the form to the email indicated on the form.

• 1098-T (Social Security Number)
  • Follow this link for comprehensive 1098T information
• Employer Reimbursement Itemized Statement Request Form
• Title IV Funds Authorization Statement Form