Forms and Documents

To receive federal or state financial aid, there may be some additional forms and documents needed.  Your financial aid award letter will identify any items needed. Once you have received your award letter, you may access your financial aid information at the Financial Aid Portal.

Financial Aid Application Forms and Links

FAFSA
Complete your FAFSA at www.fafsa.ed.gov as soon as possible. The Roberts Wesleyan College school code is 002805. If you are starting in Fall 2018, be sure to complete the 2018-2019 FAFSA.

New York State TAP Application
Apply for TAP at www.hesc.ny.gov/content.nsf/SFC/Apply_for_TAP_Now and create an account. The TAP code for Roberts is 0640.

Verification Documents
If you were selected by the Department of Education for Verification, complete and return the 2018-2019 Verification Worksheet or the 2017-2018 Verification Worksheet along with the appropriate documentation for your situation.

  • If you (the student), your spouse, or your parents (if dependent) filed an IRS tax return (2016 for the 18/19 FAFSA) or (2015 for the 17/18 FAFSA), and were unable to use the IRS Data Retrieval, obtain your Tax Return Transcript directly from the IRS.
  • If you (the student), did not and were not required to file a IRS tax return for 2016 (18/19 FAFSA) or 2015 (17/18 FAFSA), complete the requested information on the Verification Worksheet and provide copies of all W-2’s from all employers.
  • If your spouse, or your parents (if dependent) did not or were not required to file a IRS tax return for 2016 (18/19 FAFSA) or 2015 (17/18 FAFSA), complete the requested information on the Verification Worksheet and provide copies of all W-2’s from all employers.  You will also need to complete IRS form 4506-T to request a Verification of Non Filing (item 7) for 2016. This form must be mailed directly to the IRS.

Professional Judgment Appeal for Additional Federal Assistance
Complete the 2018-19 or 2017-18 form for reconsideration of your federal aid due to a change in the family’s financial circumstances. This form must be signed by the student and parent (if dependent), and be submitted with a letter of explanation and documentation.

TEACH Grant
Qualified students may apply for the TEACH grant at www.studentloans.gov. The student must complete TEACH grant Entrance Counseling and the Agreement to Serve.

Federal Loan Forms and Links

Federal Direct Subsidized and Unsubsidized Student Loan
First time borrowers must complete both the Direct Loan Master Promissory Note and Loan Entrance Counseling before loan funds can be disbursed.  The student borrower must sign in to www.studentloans.gov using the FSA ID previously established to complete both documents.  Print the confirmation page of each for your records.  Roberts Wesleyan College will be notified electronically when completed.

Federal Parent PLUS Loan
A parent may choose to apply for a Parent PLUS loan no earlier than 90 days prior to the start of the semester. To complete the PLUS request, the parent will sign in to www.studentloans.gov using his/her FSA ID previously established. If approved, the parent must also complete the PLUS Loan Master Promissory Note (MPN) and the Entrance Counseling (if required as part of the approval).

If the parent is denied, Roberts Wesleyan College will notify the student if he/she would be eligible for an additional unsubsidized loan.

If the parent has special circumstances that would prevent him/her from being approved or able to pay a PLUS loan, the parent may request a PLUS Override review. The request cannot be considered unless signed and all documentation is provided.

If You Have Questions

Please contact the Office of Financial Aid at finaid@roberts.edu or 585-594-6150.