Financial Services Forms

Listed below are the most common forms and instructions provided by Student Financial Services at SUNY Plattsburgh. Be sure to download the form for the appropriate financial aid year.

Considering summer coursework? On a case-by-case basis there may be financial assistance to help with summer enrollment. Contact SFS to learn about summer term financial aid opportunities. COMPLETE THE SUMMER 2025 AID APPLICATION

EOP Forms (for Fall 2025 EOP Applicants only)

Certification of Non-Tax Filers (For Fall 2025 EOP Applicants Only)

Financial Information Corrections Form (For Fall 2025 EOP Applicants Only)

Non-Taxable Income Verification (For Fall 2025 EOP Applicants Only)

2025–2026 Financial Aid Forms

Aid for Part Time Study Application

Authorization to Pay Host Institution

Budget Adjustment Request

Certification of Non-Custodial Parent for PLUS Loan

Consent to Obtain Credit

Dependency Override Criteria

Financial Aid Appeal Request

GI Bill ®/Veteran’s Benefits Certification Request
(Go to the Student Tab > Request Certification of GI Bill ®/ Veteran’s Benefits Link)

Household Asset Information

Household Size/Number-In-College Verification

Loan Adjustment Request

Number in College Professional Judgment Request

Parent PLUS Loan Adjustment Request

Request for Additional Unsubsidized Loan

Special Circumstances Form (Parent Changes)
Special Circumstances Form (Student Changes)

Title IV Authorization Form

Untaxed and Additional Income Worksheet

Verification of Dependent Student

Verification of Identity and Statement of Educational Purpose

Verification of Independent Student

Verification of Non-Filing

Verification of Unusual Enrollment Pattern

2024–2025 Financial Aid Forms

Authorization to Pay Host Institution

Budget Adjustment Request

Certification of Non-Custodial Parent for PLUS Loan

Consent to Obtain Credit

Financial Aid Appeal Request

GI Bill ®/Veteran’s Benefits Certification Request
(Go to the Student Tab > Request Certification of GI Bill ®/ Veteran’s Benefits Link)

Household Asset Information

Household Size/Number-In-College Verification

Loan Adjustment Request

Number in College Professional Judgment Request

Parent PLUS Loan Adjustment Request

Request for Additional Unsubsidized Loan

Special Circumstances Form (Parent Changes)
Special Circumstances Form (Student Changes)

Title IV Authorization Form

Untaxed and Additional Income Worksheet

Verification of Dependent Student

Verification of Identity and Statement of Educational Purpose

Verification of Independent Student

Verification of Non-Filing

Verification of Unusual Enrollment Pattern

Tuition, Billing, Payment, Refunds, & Residency Forms

BankMobile Refund Preference Set-Up Instructions

Bill Processing and Payment Instructions

Credit Balance Authorization

NYS Residency Application for In-State Tuition

Payment Arrangement Request Form (for past due accounts)

Payment Plan Information

State Finance Law

Work-Study Forms

Work-Study Form W-4

Work-Study Form IT-2104

Work-Study Form IT-2104E

Work-Study Manual

GI Bill ® is a registered trademark of the U.S. Department of Veterans Affairs (VA). More information about education benefits offered by VA is available at the official U.S. government web site at www.benefits.va.gov/gibill.