Forms

If a student believes the Cost of Attendance (COA) used in determining their financial aid was insufficient, they may request a review to increase their COA (and aid eligibility) with a Budget Review Request.

• 2023-2024 Budget Review Request Form (PDF)

Financial Aid has the authority, through Section 480(d)(7) of the Higher Education Act, to change a student’s status from dependent to independent in cases involving unusual circumstances.

Your Review of Dependency Status can be considered in documented cases of abuse, abandonment or neglect. If your situation falls under one of these reasons, select the appropriate option below and follow the instructions.

We cannot process a Review of Dependency Status for any of the following reasons.

• Parents refuse to contribute to the student’s education;
• Parents are unwilling to provide information on the application or for verification;
• Parents do not claim the student as a dependent for income tax purposes;
• Student demonstrates total self-sufficiency.

Apply for Initial Review of Dependency Status

For Summer 2023, Fall 2023 and Spring 2024, submit the following:

• Completed and signed 2023-2024 Review of Dependency Status (PDF) form
• A personal statement explaining your relationship with your biological mother and father
• At least three (3) signed, written statements from professional third parties (clergy, counselors, teachers, etc.) attesting to your relationship with your biological mother and father

For Summer 2024, Fall 2024 and Spring 2025, submit the following:

• Completed and signed 2024-2025 Review of Dependency Status (PDF) form.
• A personal statement explaining your relationship with your biological mother and father.
• At least three (3) signed, written statements from professional third parties (i.e. clergy, counselors, teachers, etc.) attesting to your relationship with your biological mother and father.

Renew Your Review of Dependency Status

For Summer 2023, Fall 2023 and Spring 2024, submit the following:

• 2023-2024 Review of Dependency Status Renewal (PDF)
• Completed 2023-2024 FAFSA

Federal and state regulations governing student financial assistance require that an institution develop standards to measure academic progress toward a degree. Students applying for financial aid will be monitored for Satisfactory Academic Progress (SAP) whether or not financial aid was applied for or received during any academic period in which the student was previously enrolled. You will not be eligible for financial assistance if you do not meet the academic progress requirements. Financial Aid monitors SAP at the end of each term. You must meet the minimum standards for SAP by the end of any given enrollment period at TWU to maintain financial aid eligibility.

If a student fails to meet SAP requirements due to mitigating circumstances and loses financial aid eligibility, the student may submit a written appeal with supporting documentation. A SAP Suspension/Suspension 1 appeal will ONLY be accepted when this form is completed and submitted with the required personal statement and supporting documentation.

• Satisfactory Academic Progress Appeal Form (PDF)

Complete this process to have your financial aid file reviewed if there has been a major change in your situation since filing the Free Application for Federal Student Aid (FAFSA), or you have special circumstances that were not taken into consideration on the FAFSA.

• 2023-2024 Special Circumstances Form (PDF) - Used for Summer 2023, Fall 2023 and Spring 2024

• 2023-2024 TEACH Grant Request Form (PDF)

Forms that may be requested by the Financial Aid Office: For the 2023-2024 Financial Aid Year - Summer 2023, Fall 2023, Spring 2024

• Dependent Verification Worksheet – completed online through WebAdvisor   
• Independent Verification Worksheet – completed online through WebAdvisor
• 2023-2024 VFD Parent Signature Page (PDF) (for dependent students)
• IRS Tax Transcript of 2021 student tax return** if the student did not use the IRS Data Retrieval (unchanged) when completing the FAFSA
• IRS Tax Transcript of 2021 spouse tax return** if the spouse did not use the IRS Data Retrieval (unchanged) when completing the FAFSA and if you are married and filed separate tax returns.
• IRS Tax Transcript of 2021 parent tax return** if the parent did not use the IRS Data Retrieval (unchanged) when completing the FAFSA and you were required to provide parental information on the Free Application for Federal Student Aid.
• 2023-2024 Identity and Statement of Educational Purpose

**There are a few cases where a student, parent, or spouse cannot utilize the IRS Data Retrieval option or obtain a copy of a tax transcript. Examples of these situations and acceptable documentation are listed below:

Students or Parents filing an extension

• Submit a copy of IRS Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (http://www.irs.gov/pub/irs-pdf/f4868.pdf ) 
• Submit a copy of all W2s 
• If self-employed submit a signed statement certifying the amount of the individuals Adjusted Gross Income (AGI) and the U.S. Income Tax paid for tax year 2020 

Students or Parents filing an Amended Return 

• Submit a signed copy the of IRS Form 1040X that was filed  
• Submit a tax transcript obtained from the IRS that lists account information of the original return
• Copies of all W2s 

Students or Parents are victims of identity theft

• Contact the IRS Identity Protection Specialized Unit at 800-908-4490 
• Request an alternative tax return transcript TRDVB (Transcript DataBase View) 
• Submit this form to the Financial Aid Office