Financial Aid Forms
Use these forms when completing your paperwork for financial aid.
Families without access to their tax materials may through the Internal Revenue Service (IRS):
- Need a substitute 1040? Request a "tax return transcript."
- Need a substitute W-2 or 1099? Request a "wage and income transcript."
- Need a non-filer's statement? Request a "verification of non-filing letter."
Periodically Requested Forms
Federal Verification Worksheet (required for U.S. students)
- (submit via IDOC)
- (submit via IDOC)
Non-Filing Certification (required if student/parent did not file a tax return)
- (submit via IDOC)
- (submit via IDOC)
IRS Transcripts (required if student/parent is unable to locate their tax return and/or W2(s))
- Tax Return Transcript (in lieu of tax return)
- Wage and Income Transcript (in lieu of W2(s))
Outside Resources Notification
- (be sure to complete the correct year's form, as a new form must be submitted for each year in which an outside resource is received)
Other Available Forms
- (required only for domestic students unable to submit their noncustodial parent's information)
- (for students who believe they should be considered independent)
- Parent PLUS Loan Application (click on "Parent" tab; complete PLUS application and, if not previously submitted, MPN; no further action needed; available ~June 1)
- Financial Aid Appeal (appeal window for 2025-2026 will open in mid-December)
Periodically Requested Forms
Federal Verification Worksheet (required only for selected U.S. students)
- (available via IDOC)
- (available via IDOC)
Non-Filing Certification (required if student/parent did not file a tax return)
- (available via IDOC)
- (available via IDOC)
(be sure to complete the correct year's form, as a new form must be submitted for each year in which an outside resource is received)
Parent Division of Income and Assets (only to be completed when requested by the Davidson Financial Aid Office)
Other Available Forms
- (required only for domestic students unable to submit their noncustodial parent's information)
- (for students who believe they should be considered independent)
- (click on "Parent" tab; complete PLUS application and, if not previously submitted, MPN; no further action needed)
- Financial Aid Appeal (link available through late August for the 2024-25 academic year)