Forms & Links
Looking for something? We’ve gathered the most commonly used forms & links in one place!
We are here to help simplify the financial aid process for you and your family. Our staff has compiled a list of the most Frequently Asked Questions to assist you.
Quick Links:
- FAFSA- Free Application for Federal Student Aid
- Direct Loan- Master Promissory Note
- Direct Loan-Entrance Counseling
- Direct Parent PLUS Loan/Graduate PLUS Loan
2023-24 Financial Aid Forms (Fall 2023-Summer 2024):
2022-23 Financial Aid Forms (Fall 2022-Summer 2023):
Supplemental Forms:
To submit a form, download, complete, and return the applicable form via:
- Email: financialaid@furman.edu (Scanned signed documents or pictures of signed documents should not contain sensitive information such as SSN’s and bank account numbers)
- Portal: Specific requested financial aid documents may be uploaded through your Financial Aid Dashboard in Workday
- Fax: 864.294.3127
- Mail:
Office of Financial Aid
Furman University
3300 Poinsett Highway
Greenville, South Carolina, 29613
Federal regulations require the Office of Financial Aid to receive a one-time authorization to apply Title IV Federal Financial aid to current and prior year non-institutional charges. According to our records, you are receiving Federal Financial Aid and must submit a Title IV Authorization form in order for your federal aid to disburse. Please return this form to the Office of Financial Aid. This is a lifetime document and only required once, however if you wish to change your selection(s), please email the Financial Aid Office.
Note: Signatures must be legibly handwritten in cursive. Electronic signatures, whether typed or signed with an electronic device, are not acceptable unless signed by Docusign. Your signature must clearly show your first and last name (in cursive) and cannot be printed.
If you wish to make changes to your loan amounts, please complete this form and submit to the Office of Financial Aid or email our office with your detailed request. Complete the Loan Change form.
Your FAFSA has been selected for a review process called “Verification” by either the U.S. Department of Education or by Furman. Federal regulations require that this form be completed and signed by the student and one parent. Please download this worksheet, complete all sections, and send it, with all required signatures, to the Office of Financial Aid. Please note the other requirements for verification that are listed in the Furman Financial Aid Dashboard: Federal Income Tax Transcript or Federal Tax Returns of parent(s) and student. Please complete this form and submit to Office of Financial Aid, Enrollment Services, or through your Workday account. The worksheet should have valid hand-written signatures.
2023-24 Form:
2022-23 Academic year: “The Department of Education (Department) recognizes the need to continue to provide relief to millions of students and colleges facing challenges and barriers resulting from the ongoing national emergency. Therefore, we are continuing our waiver of certain verification requirements into the 2022-2023 award year. This means we are maintaining verification requirements that strictly focus on identity and fraud for the remainder of the 2022-2023 award year and waiving the remaining verification requirements.”
Your FAFSA has been selected for a review process called “Verification” by either the U.S. Department of Education or by Furman. Federal regulations require that this form be completed and signed by the student and spouse (if applicable). Please download this worksheet, complete all sections, and send it, with all required signatures, to the Office of Financial Aid. Please note the other requirements for verification that are listed in the Furman Financial Aid Dashboard: Federal Income Tax Transcript or Federal Tax Returns of student and student’s spouse (if applicable). Please complete this form and submit to Office of Financial Aid, Enrollment Services, or through your Workday account. The worksheet should have valid hand-written signatures.
2023-2024 Form:
2022-23 Academic year: “The Department of Education (Department) recognizes the need to continue to provide relief to millions of students and colleges facing challenges and barriers resulting from the ongoing national emergency. Therefore, we are continuing our waiver of certain verification requirements into the 2022-2023 award year. This means we are maintaining verification requirements that strictly focus on identity and fraud for the remainder of the 2022-2023 award year and waiving the remaining verification requirements.”
The Free Application for Federal Student Aid (FAFSA) is completed annually online at https://studentaid.gov to apply for federal student aid, such as federal grants, work-study, and loans. The FAFSA is also used to determine institutional need-based aid. The 2023-2024 FAFSA is available as of October 1, 2022.
- In order to complete the FAFSA, the student and one parent (or student’s spouse) must obtain a FSA ID and password. Please visit student.gov for more information about how to obtain a FSA ID/password.
- South Carolina Residents must complete the FAFSA each year by June 30th in order to determine South Carolina Tuition Grant eligibility. Verification, SC Affidavit, and any outstanding documents required by the Office of Financial Aid must be submitted prior to the state deadline of November 15th in order to qualify.
- The FAFSA is required each year if you receive institutional need-based aid (Furman Grant).
Your 2023-24 FAFSA has been rejected. Please go to https://studentaid.gov/, pull up your latest Student Aid Report (SAR), and review the instructions on how to remedy the issues. Sometimes, the FAFSA is rejected due to a missing parental signature, apparent erroneous income/tax information, etc. The SAR will give you the specifics.
The U.S. Department of Education indicates on your FAFSA that you may have a federal grant overpayment. Please contact the U.S. Department of Education at 1-800-621-3115, or write to the U.S. Department of Education, P.O. Box 5609, Greenville, Texas 75403-5609.
The student must appear in person at Furman University Office of Financial Aid to verify his or her identity by presenting valid government-issued photo identification (ID), such as but not limited to a driver’s license, other state-issued ID, or passport. In addition, the student must sign, in the presence of the institutional official, a Statement of Educational Purpose. If you are unable to meet with a financial aid counselor because of distance, please call the Office of Financial Aid & Scholarships for alternatives.
2023-2024 Form:
2022-2023 Form and Info:
2022-23 Academic Year:
“Institutions are reminded that we have suspended the in-person submission and notary requirements for verification of Identity/Statement of Educational Purpose, and provided other flexibilities, as described below, through the end of the payment period that begins after the date on which the Federally declared national emergency related to COVID-19 is rescinded.”
Institutions may accept—
- copies of the required verification documents electronically. This may occur by uploading a photo of the documents (including from a smartphone), PDF, or other similar electronic document through a secure portal at the institution, by email, etc.
- an electronic signature using a stylus or finger to sign the statement, or an image of the individual’s signature affixed to the statement in lieu of obtaining a wet signature.
The income reported on your FAFSA appears unusually low and insufficient to support your household size. Please complete ALL sections below. If you were required to provide parent information on your FAFSA, answer the questions below as they apply to you and your parents and your parent must sign the form; if you were not required to provide parent information on your FAFSA, answer the questions below as they apply to yourself (and your spouse if you are married). The information collected on this form may differ from the information you originally reported on your FAFSA. Some resources may not be considered when calculating your financial aid eligibility, but will be used to verify financial support for your household.
If any item does not apply, enter N/A or $0. Please do not leave any section blank. Incomplete forms will be returned and will delay processing.
2023-24 Forms:
- 2023-24 Verification of Resources- Dependent Student
- 2023-24 Verification of Resources- Independent Student
2022-23 Forms:
The National Student Loan Data System (NSLDS) reports that you have a student loan or grant overpayment discharged in bankruptcy. The U.S. Department of Education requires that the Office of Financial Aid collect documentation from the holder of the debt stating the debt is, indeed, dischargeable in bankruptcy.
There is an issue with the matching of your name, social security number, and date of birth. Please review your Student Aid Report (SAR) for more information about resolving this issue. If you have questions, please contact 1-800-4-FEDAID.
National Student Loan Data System (NSLDS) Loan Overpayment: The Department of Education has indicated that you have a potential overpayment of either Stafford or Perkins student loans. Please review your Student Aid Report (SAR) for more information about resolving this issue.
Your FAFSA has been selected for a review process called “Verification” by either the U.S. Department of Education or by Furman. Federal regulations require that we collect a copy of your parent(s)’ 2021 Federal Income Tax Transcript or Tax Return. A tax transcript is free and can be ordered by calling 1-800-908-9946 or visiting www.irs.gov. Please submit to Enrollment Services.
How to obtain a Tax Return Transcript:
A 2021 IRS Tax Return Transcript may be obtained through:
• Get Transcript by Mail – Go to www.irs.gov, click “Get Your Tax Record.” Click “Get Transcript by Mail.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” The transcript is generally received within 10 business days from the IRS’s
receipt of the online request.
• Get Transcript Online – Go to www.irs.gov, click “Get Your Tax Record.” Click “Get Transcript Online.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” To use the Get Transcript Online tool, the user must have (1) access to a
valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan). The transcript
displays online upon successful completion of the IRS’s two-step authentication.
• Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business days from the IRS’s receipt of the telephone request.
• Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received within 10 business days from the IRS’s receipt of the paper request form.
Your FAFSA has been selected for a review process called “Verification” by either the U.S. Department of Education or by Furman. Federal regulations require that we collect a copy of your spouse’s 2021 Federal Income Tax Transcript or Tax Return. A tax transcript is free and can be ordered by calling 1-800-908-9946 or visiting www.irs.gov. Please submit information to Enrollment Services.
How to obtain a Tax Return Transcript:
A 2021 IRS Tax Return Transcript may be obtained through:
• Get Transcript by Mail – Go to www.irs.gov, click “Get Your Tax Record.” Click “Get Transcript by Mail.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” The transcript is generally received within 10 business days from the IRS’s
receipt of the online request.
• Get Transcript Online – Go to www.irs.gov, click “Get Your Tax Record.” Click “Get Transcript Online.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” To use the Get Transcript Online tool, the user must have (1) access to a
valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan). The transcript
displays online upon successful completion of the IRS’s two-step authentication.
• Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business days from the IRS’s receipt of the telephone request.
• Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received within 10 business days from the IRS’s receipt of the paper request form.
Your FAFSA has been selected for a review process called “Verification” by either the U.S. Department of Education or by Furman. Federal regulations require that we collect a copy of your 2021 Federal Income Tax Transcript or Tax Return. A tax transcript is free and can be ordered by calling 1-800-908-9946 or visiting www.irs.gov. Please submit to Enrollment Services.
How to obtain a Tax Return Transcript:
A 2021 IRS Tax Return Transcript may be obtained through:
• Get Transcript by Mail – Go to www.irs.gov, click “Get Your Tax Record.” Click “Get Transcript by Mail.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” The transcript is generally received within 10 business days from the IRS’s
receipt of the online request.
• Get Transcript Online – Go to www.irs.gov, click “Get Your Tax Record.” Click “Get Transcript Online.” Make sure to request the “Return Transcript” and NOT the “Account Transcript.” To use the Get Transcript Online tool, the user must have (1) access to a
valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan). The transcript
displays online upon successful completion of the IRS’s two-step authentication.
• Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business days from the IRS’s receipt of the telephone request.
• Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received within 10 business days from the IRS’s receipt of the paper request form.
Individuals Granted a Filing Extension by the IRS
An individual who is required to file a 2021 IRS income tax return and has been granted a filing extension by the IRS beyond the automatic six-month extension for tax year 2021, must provide:
- A copy of the IRS’s approval of an extension beyond the automatic six-month extension for tax year 2021;
- Verification of Non-filing (VNF) Letter (confirmation that the tax return has not yet been filed) from the IRS dated on or after October 1, 2022 or a signed statement certifying that the individual attempted to obtain the VNF from the IRS and was unable to obtain the required documentation;
- A copy of IRS Form W–2 for each source of employment income received or an equivalent document for tax year 2021 and,
- If self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for tax year 2021.
- Note: An individual granted a filing extension beyond the automatic six-month extension may be
required to submit tax information using the IRS Data Retrieval Tool, by obtaining a transcript from
the IRS, or by submitting a copy of the income tax return and the applicable schedules that were
filed with the IRS that lists 2021 tax account information.
Individuals Who Filed an Amended IRS Income Tax Return
An individual who filed an amended IRS income tax return for tax year 2021 must provide a signed copy of the 2021 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS or documentation from the IRS that include the change(s) made by the IRS, in addition to one of the following:
- IRS DRT information on an ISIR record with all tax information from the original tax return;
- A 2021 IRS Tax Return Transcript (that will only include information from the original tax return and does not have to be signed), or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; or
- A signed copy of the 2021 IRS Form 1040 and the applicable schedules that were filed with the
IRS.
Individuals Who Were Victims of IRS Tax-Related Identity Theft
An individual who was the victim of IRS tax-related identity theft must provide:
- A Tax Return DataBase View (TRDBV) transcript obtained from the IRS, or if unable to obtain a TRDBV, an equivalent document provided by the IRS or a copy of the signed 2021 income tax return and applicable schedules the individual filed with the IRS; and
- A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax- related identity theft and that the IRS is aware of the tax-related identity theft.
Individuals Who Filed Non-IRS Income Tax Returns
A tax filer who filed an income tax return with a tax authority other than the IRS may provide a signed copy of his or her income tax return that was filed with the relevant tax authority. However, if we question the accuracy of the information on the signed copy of the income tax return, the tax filer must provide us with a copy of the tax account information issued by the relevant tax authority before verification can be completed.
Your 2023-24 FAFSA has indicated Social Security Administration was unable to confirm your citizenship status.
U.S. Citizenship and Eligible Categories
A student must be one of the following to be eligible to receive federal student aid:
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A U.S. citizen or national;
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A citizen of the Freely Associated States: the Federated States of Micronesia and the Republics of Palau and the Marshall Islands. (These students can only receive aid from some of the FSA programs and do not have an A-number/ARN, see “Citizens of the Freely Associated States” section later in this chapter); or
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A U.S. permanent resident or other eligible non-citizen.
Please submit any of the following documents to demonstrate that you are a U.S. Citizen or an eligible non-citizen:
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A Certificate of Naturalization (N-550 or N-570) issued by USCIS (or, prior to 1991, a federal or state court), or through administrative naturalization after December 1990 to those who are individually naturalized.
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A Certificate of Citizenship (N-560 or N-561) is issued by USCIS to individuals who derive U.S. citizenship through a parent.
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A copy of the student’s birth certificate showing that the student was born in the U.S., which includes Puerto Rico (on or after January 13, 1941), Guam, the U.S. Virgin Islands, American Samoa, Swains Island, or the Northern Mariana Islands, unless the person was born to foreign diplomats residing in the United States. If a student has a birth certificate from a U.S. jurisdiction showing that the student was born abroad (i.e., not in the U.S. or its territories), that birth certificate is not acceptable documentation. See below for acceptable State Department documentation.
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A U.S. passport, current or expired, (except “limited” passports, which are typically issued for short periods such as a year and which don’t receive as much scrutiny as a regular passport when applying). In the case of nationals who are not U.S. citizens, the passport will be stamped “Noncitizen National” (keeping in mind that nationals are potentially eligible for Title IV aid). Five-year-duration U.S. passports (commonly issued to younger students) are considered acceptable documentation, and are not considered “limited”. Passport cards are also acceptable; however, one-year-duration U.S. passports are NOT acceptable documentation.
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A wallet-sized passport card, issued by the State Department, is a fully valid attestation of the U.S. citizenship and identity of the bearer, but can only be used for land and sea travel between the U.S. and Canada, Mexico, the Caribbean, and Bermuda.
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A copy of Form FS-240 (Consular Report of Birth Abroad), FS545 (Certificate of Birth Issued by a Foreign Service Post), or DS1350 (Certification of Report of Birth). These are State Department documents.
There is an issue with your name, date of birth, and/or social security number. Please review your Student Aid Report (SAR) for more information about resolving this issue.
There is an issue with veteran status as reported on your FAFSA. Please review your Student Aid Report (SAR) for more information about resolving this issue.
Your 2023-24 FAFSA has been flagged for “Unusual Enrollment History Review.” The Department of Education (DOE) has directed our office to review your enrollment and financial aid history to determine if, during the 2019-20, 2020-21, 2021-2022, and 2022-23 award years, you received a Pell Grant or Direct Loans while enrolled at Furman or another institution. While this is not a common request of the DOE, we must follow through. We will be in touch shortly.