Forms and Publications
Use these forms when verifying information and requesting changes to your financial aid.
Please do not send documents containing a visible social security number via email. All attachments requests should be submitted via the “upload file link” for the most expedient review. If you would like to upload individual documents (with or without one of the forms listed below), you may scan your document or submit a legible, clear photo of the document and upload it by selecting the green Upload button below. This is a secure upload.
2024-2025 (Fall 2024 | Spring 2025 | Summer 2025)
Citizenship Form
Cost of Attendance (COA) Adjustment Form
- The Office of Financial Aid uses an estimate of your cost to attend college as a basis for awarding your aid. Your cost of attendance is developed according to guidelines established by the Dept. of Ed, your state residency, housing, and degree level. Some costs, besides those allowed in the standard cost of attendance, may serve as an obstacle to completing your degree.
- Access the current form here. Please note, you may only submit the form for one semester at a time.
- Please confirm that your summer enrollment is finalized before submitting this adjustment form. Any change to your enrollment may change your eligibility and result in a loss of aid. All approved COA forms will be reviewed a second time after census to verify that no change was made to enrollment.
Federal Work Study Change Request Form
Identity & Statement of Educational Purpose
Reconsideration Requests
- Your financial aid offer for 2024-2025 is based on 2022 tax information.
- If you feel that your current financial circumstances are not reflected correctly in your 2022 tax return, complete this form to request a Reconsideration.
- Examples of circumstances which may warrant a Reconsideration are: unexpected job loss, death of parent or spouse, separation or divorce of parents, high unreimbursed medical and dental bills and receipt of one time payments.
- Graduate students are not eligible for Reconsideration since they do not receive need based federal aid.
- Please note: Reconsideration requests can take up to 4 weeks to process during normal times and up to 8 weeks during peak times.
SAP Appeal Form
- Satisfactory Academic Progress (SAP) Appeal
- Please note the appeal platform has changed. The appeal form remains the same but will look different from previous versions.If you experience any issues, please contact us.
Transient Study Request Form
Use this form if you are a current UNC Charlotte student and want to take transient classes at another institution.
Verification Forms
2023-2024 (Fall 2023 | Spring 2024 | Summer 2024)
Citizenship Form
Federal Work Study Change Request Form
Financial Aid Consent Form for Outside Scholarships
Reconsideration Requests
- Your financial aid offer for 2023-2024 is based on 2021 tax information.
- If you feel that your current financial circumstances are not reflected correctly in your 2021 tax return, complete this form to request a Reconsideration.
- Examples of circumstances which may warrant a Reconsideration are: unexpected job loss, death of parent or spouse, separation or divorce of parents, high unreimbursed medical and dental bills and receipt of one time payments.
- Graduate students are not eligible for Reconsideration since they do not receive need based federal aid.
- Please note: Reconsideration requests can take up to 4 weeks to process during normal times and up to 8 weeks during peak times.
SAP Appeal Form
- Satisfactory Academic Progress (SAP) Appeal
- Please note the appeal platform has changed. The appeal form remains the same but will look different from previous versions.If you experience any issues, please contact us.
Transient Study Request Form
Use this form if you are a current UNC Charlotte student and want to take transient classes at another institution.
Verification Forms
- 2023-2024 Total & Permanent Disability Discharge
- 2023-2024 Identity Statement of Educational Purpose
- 2023-2024 Identity Statement of Purpose (Notary)
- 2023-2024 Verification of Legal Dependents
- 2023-2024 Verification of Head of Household
- 2023-2024 Verification of Assets
- 2023-2024 Fresh Start Loan Acknowledgement