Forms

Please Note: The forms below have been modified to be editable on your computer. All forms must be completely filled out and signed where indicated. Any forms missing a required signature will not be processed.

To Submit Financial Aid Documents

• Aid Adjustment Form
  • Complete this form if you want to reduce, cancel or reinstate your aid. (You must have Google Apps Activated on your Montclair State University account)
• Cost of Attendance Re-Evaluation Form
  • Complete this form if your actual school-related expenses are higher than expenses listed on NEST.
• Consortium Agreement Form
• William D. Ford Federal Direct Loan Program, Federal Family Education Loan Program Reaffirmation Agreement
  • Complete this form if you are requested to complete a loan reaffirmation with your servicer, due to over-borrowing the allowable federal loan limits. Once complete, you need to send the form to your loan servicer that holds the over-borrowing loan (do not send this to Montclair State University, only the loan servicer can process this request). You will need to contact the school where the over-borrowing took place to complete section 3.
• SAP Mid-Year Re-evaluation Request
• Summer Loan Request
  • Complete this form if you are applying for a loan for your summer courses. (You must have Google Apps Activated on your Montclair State University account)

2025-2026 Forms

Please upload the completed forms into FinAid Student Forms via NEST or send via the instructions on the form.

• Dependent 2025-2026 Asset Worksheet
  • Complete this form if you were requested to provide clarification of reported 2025-2026 parent/student home/real estate and/or investments.
• Independent 2025-2026 Asset Worksheet
  • Complete this form if you were requested to provide clarification of reported 2025-2026 student/spouse home/real estate and/or investments.
• Parent Marital Status Statement
  • Complete this form to verify your parents’ marital status.
• Monthly Expenses and Resource Statement
  • Complete this form if requested to provide information about your expenses and resources.
• 2025-2026 Petition for Dependency Status Review
  • Complete this form if you need your status changed from dependent to independent for 2025-2026, or if this form is requested from you.
• 2025-2026 Recertification of Dependency Status for Renewal Students
  • Complete this form if requested.
• Request for Review
  • Complete this form if your family has experienced a loss of income since filing the 2023 federal taxes for the 25-26 FAFSA.
• Dependent Verification Worksheet
  • Complete this form if requested for federal verification of your FAFSA data.
• Independent Verification Worksheet
  • Complete this form if requested for federal verification of your FAFSA data.
• Parent(s)’ Non-Filing Statement
  • Complete this form if requested for federal verification of your FAFSA data.

• Audit Application
  
  • Complete this form to audit a course.
• Change of Address/Telephone Number
  • If you are a current student, you must update your information on NEST.
• Change of Name, Gender and/or Social Security Number
  
  • If you are on campus, bring this completed form with your official documents to Red Hawk Central on the Montclair campus in Cole Hall or the Bloomfield campus in Knox Hall.
  • If you cannot get to campus, mail notarized official copies of required forms to: Office of the Registrar, Montclair State University, 1 Normal Avenue, Montclair, NJ 07043.
• Course Drop/Withdrawal Form
  
• Course Overlap
• Credit Overload Form
  
• Incomplete Grade Contract
  
• Incomplete Grade Extension Request
  
• Non-ACE Recommended Credit Assessment Form
  
• Statement of Completion of Degree Requirements
  
• Transfer Credit Exchange Form
  
• Undergraduate Leave of Absence/Withdrawal from the University
  
  • Please read the Add/Drop and Withdrawal Policy webpage carefully.
• Verification of Degree
  • The National Student Clearinghouse has been authorized by Montclair State University to provide degree verifications to employers and background screening firms requesting this information. If you are an employer or a background screening firm, please visit their website at www.degreeverify.org. or contact them at National Student Clearinghouse 13454 Sunrise Valley Drive, Suite 300 Herndon, Virginia 20171 Phone # 703-742-4200 Fax# 703-742-4239

For Advisor/Staff Use Only

• Coursework at Another Institution
  
  • This form can be used by an advisor, Student Success Center, or Study Abroad Office to submit a request for Approval of Coursework At Another Institution on behalf of an undergraduate student only. Submissions made by anyone other than an advisor will be denied. Graduate students should contact The Graduate School. Review the full policy details and additional information.

Please submit the form to the email indicated on the form.

• 1098-T (Social Security Number)
  • Follow this link for comprehensive 1098T Information.
• Employer Reimbursement Itemized Statement Request Form
  • Please Note: Failure to submit your request using the appropriate form will prevent your request from being fulfilled). Should you require an itemized statement, please fill out the Employer Reimbursement Itemized Statement Request Form. Allow five (5) to seven (7) business days for processing. We receive a high volume of requests during peak times (at the beginning and end of a term), during that time the response time may be longer than usual. Please be patient as we work diligently to fulfill your request as it will be filled in the order in which they are received. Do not send multiple requests as this causes a delay in our response time.
• Student Statement Request
  • Please Note: Statements will only be sent to your University email or a verified email that was provided when you were a student. (Failure to submit your request using the appropriate form will prevent your request from being fulfilled). Should you require a statement, please fill out the Statement Request Form. Allow five (5) to seven (7) business days for processing.
• Title IV Funds Authorization Statement Form