Financial Aid Forms

Forms and Verification Worksheets for the Financial Aid Process

We are committed to assisting you with making your educational investment manageable for you and your family. Our team is available to assist you throughout the financial aid process and to help navigate through the forms below. If you are not sure if you are a dependent or independent students, contact us at finaid@queens.edu or 704-337-2225 for clarification or with any other questions you may have!

  • Access Code Form -- this code is necessary to discuss your student account via phone and must be provided by third parties (parents or guardians) when discussing a student account that is not their own.
  • Cash Management Form -- necessary for students to use federal financial aid for discretionary charges including health insurance, bookstore charges and fines.
  • 2017-18 Loan Change Request Form -- this form is used to reduce the amount of direct federal and alternative loans utilized by undergraduate or graduate students.
  • 2017-18 Parent PLUS Loan Change Request Form -- this form is used by parents choosing not to utilize the entire amount of Parent Plus loan dollars for which they are eligible. 
  • 2017-18 Tuition Deferment Plan -- form used for company paid tuition deferment.  


The Federal Government selects a certain number of Free Application for Federal Student Aid (FAFSA) applicants for a process called 'verification'.  For those students whose FAFSA is selected, the school is required to verify some or all of the information provided on the FAFSA.  It is Queens University of Charlotte's policy to complete the verification process before awarding a student any federal or state aid, or Queens University of Charlotte need- based aid.

Important Information about Verification for 2017-2018

The Federal Government selects a certain number of Free Application for Federal Student Aid (FAFSA) applicants for a process called 'verification'.  For those students whose FAFSA is selected, the school is required to verify some or all of the information provided on the FAFSA. 

If a FAFSA is flagged for verification by the government, the student will be notified on the Student Aid Report (SAR) received in response to the original FAFSA filing.  The school is also notified.  All students selected for verification will receive a notification from Queens advising them that we have received their FAFSA information and that they have been selected.  The notification will indicate the documentation needed for us to complete the verification process.

Verification Deadlines

The verification process is designed to verify all income and basic household information to ensure the Expected Family Contribution (EFC), determined from information provided on the FAFSA, is correct.  This is important because the EFC determines the amount of need-based federal and state aid a student receives.  The EFC is also used to determine how much institutional need-based aid might be awarded.  For this reason, all federal and state aid, and institutional need-based aid, is an estimate only, and not certain, until the verification process is completed. 

Please note that until the verification process is completed and we can confirm the student's eligibility for aid, the student will be unable to accept awards or makes changes in the myFinancialAid portal.  Additionally, no aid will be disbursed to the student account. If the verification process is not completed by October 15th, we will cancel all federal and state aid (including loans).  The student will also forfeit any Queens need-based funds that may have been awarded, whether or not the verification process is completed after this date.

For federal Pell Grant eligible students whose application has been selected for verification, verification must be complete by a deadline published annually in the Federal Register (generally no later than 120 days after the last day of enrollment during the academic year) or the Pell award will be lost.  For all other federal aid verification must be completed one week before the last day of enrollment during the academic year.  Failure to complete verification will render the student ineligible for need based aid, including loans, for that academic year.

While state aid has essentially the same deadlines as federal aid, it is awarded state-wide on a first come, first served basis.  This means that a student can lose access to state aid if verification is not completed within the first few weeks of the fall term.

If a FAFSA transaction is selected for verification after an award has already been made and/or disbursed and requested verification documents are not provided, any undisbursed award will be canceled.  No additional federal, state or institution need-based funds will be disbursed until verification has been completed. 

Verification Worksheets

While some requirements vary, ALL students selected for verification must complete a Verification Worksheet.  Please review your notification carefully to determine which of the worksheets you are required to complete and submit as part of your total documentation requirements.  There are six verification worksheets for you to choose from - three for Dependent students and three for Independent students.  The notification you received from Queens advising you that you were selected for verification indicates whether you need the Dependent or Independent student version of the worksheet.  In addition, your SAR indicates whether the federal government considered you a Dependent or Independent student.  Your notification from Queens will also tell you which version (V1, V4 or V5) you need to complete under the dependent or independent category.  If you are a returning student, or a new, deposited/enrolled student with a network ID and password, the worksheet is also available in your myfinancialaid portal.

Please click on the appropriate link below for the worksheet you need.  All fields but the final signature can be filled out on-line.  Please complete the form in full and submit via one of the following: mail documents to the address below marked to the attention of your SFS Counselor; scan and email to the Queens Student Financial Services email account at finaid@queens.edu; or hand deliver to the Office of Student Financial Services located in Jernigan Hall 111.

Office of Student Financial Services
Queens University of Charlotte
1900 Selwyn Avenue
Charlotte, NC 28274

Dependent Student Worksheets
Independent Student Worksheets
Additional Information and Documentation Requirements

Documentation requirements necessary to complete the verification process differ from student to student.  The notification mailed home advising that the student's application was selected for verification included a list of documents we need to receive. In addition, the student's myFinancialAid portal has the complete list of documents together with an indication as to whether they have been received in the Student Financial Services Office.

For 2017-2018, information to be verified includes number of household members; number of household members (excluding parents) who will be enrolled at least half-time in a degree, diploma or certificate program at a post-secondary educational institution any time between July 1, 2017 and June 30, 2018.  For 2015 federal income tax return filers, additional income-related information to be verified includes adjusted gross income, U.S. income tax paid, untaxed IRA distributions, untaxed pensions, education credits, IRA deductions, and tax-exempt interest income.  Income earned from work must be verified for non-filers of U.S. income tax returns.  In addition, other sources of untaxed income may also need to be verified.

Income-related information for U.S. income tax return filers is verified either through the FAFSA IRS data retrieval process or through an official IRS tax return transcript.

To complete the IRS data retrieval (if you did not do so when you first filed your FAFSA), go to www.fafsa.gov, log in to your FAFSA record, select "Make FAFSA Corrections", and navigate to the Financial Information section of the form.  From there, follow the instructions to determine if you are eligible to use the IRS Data Retrieval Tool (DRT) to transfer 2015 IRS income tax information into your FAFSA.  It takes up to two weeks for IRS income information to be available for the IRS DRT for electronic IRS tax return filers and up to eight weeks for paper IRS tax return filers.

Aid applicants who are not able to use the IRS Data Retrieval Tool may request a free 2015 IRS tax return transcript at http://www.irs.gov/Individuals/Get-Transcript, by calling 800.908.9946, or by filing IRS form 4506-T.

If verification causes a change in the student's eligibility for federal, state or institutional need-based funds, the student will be notified that their financial aid package has changed.

Reach Out

Would you like to talk one-on-one with a financial services counselor? Let us answer your questions about tuition, financial aid, and more.


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