The PDF forms below can be submitted in the following ways:
- Electronically via our Secure File Drop.
- Via Mail:
- Office of Financial Aid
44 Pierrepont Avenue
Potsdam, NY 13676
- Office of Financial Aid
- In person at 322 Raymond Hall.
General Forms
- Billing/Refund Authorization (PDF) - Authorize the Bursar's Office to pay the charges on your student bill with your Financial Aid.
- Excelsior Form - Returning Excelsior students who would like the semester they had a break in attendance or reduced course load to be reviewed for continued eligibility should submit this form with the required documentation.
- HESC Waiver - Are you a high-achieving student whose state aid eligibility was removed due to not being able to meet the full-time credit requirement in your program of study, under the following circumstances: changing majors, college credits earned in high school, program of study subject to specific sequencing or unable to register for a required course due to reasons beyond your control (course not being offered, locked out of the class due to low enrollment, etc.)? Fill out this form to request a waiver on the restrictions for your course load.
- Also, be sure to complete the HESC Academic Graduation Plan (PDF); You will need to upload the HESC Academic Graduation Plan (PDF) in Step 8 of the online HESC Waiver form.
- Merit Scholarship Appeal - Did you lose merit scholarship due to the GPA requirement? Review this form if you have eligible circumstances to appeal.
- SAP Appeal - Are you ineligible for federal (pell and/or loans) or state (TAP) aid? Review this form if you have eligible circumstances to appeal.
- Student Consortium - Request for financial aid when enrolling in courses outside of the Associated Colleges (SUNY Potsdam, SUNY Canton, St Lawrence University, Clarkson University) or other non-SUNY Colleges. Courses must be applicable to your Potsdam degree to qualify for federal aid consideration. Information to enroll in a course at an Associated College, SUNY college, or other colleges (like some community colleges) listed on SUNY online can be found on the Cross Registration webpage.
Identity/Citizenship Forms
- Affidavit (PDF) - Certification of true, exact, and complete copy of original documents
- Citizenship Status Clarification (PDF) - Request for documentation to clarify citizenship and eligibility for federal financial aid.
Forms for the upcoming aid year (2026-2027)
Change notification (income, costs, enrollment)
- Special Circumstances (PDF) - Request for consideration of special circumstances, such as reduction of income, loss of job or change of marital status (Please check back for this form)
- Status Change - Report enrollment changes to the Financial Aid Office with the Status Change Form
- No Parent Data provided on FAFSA (PDF) - Clarification of student's response to not providing parent information on the FAFSA.
- If you are unable to provide parental information on the FAFSA application and have special cirumstances that exclude you from being able to provide the information, please complete a Dependency Override Request (PDF).
- Parent Non-Tax Filing Form (PDF) - Complete this form if you are not able to get official confirmation of non-filing from the IRS and your have exhausted all other options
- Student Non-Tax Filing Form (PDF) - Complete this form if you are not able to get official confirmation of non-filing from the IRS and you have exhausted all other options
Verification Forms (complete only if requested by the Financial Aid office)
- Verification of Identity (PDF)
- Dependent Verification Worksheet (PDF) - Verify your and your parent household and income information
- Independent Verification Worksheet (PDF) - Verify your household and income information
- Legal Dependents Verification (PDF) - Verification of student's financial support of legal dependents
- Family Size Verification - Dependent (PDF) - Confirmation of your family size and number of household members in college
- Family Size Verification - Independent (PDF) - Confirmation of your family size and number of household members in college
- Asset Verification: Parent (PDF) - Confirmation of parent assets: child support received, cash/savings/checking, net worth of investments, and net worth of business and/or farm
- Asset Verification: Student (PDF) - Confirmation of student (and spouse if applicable) assets: child support received, cash/savings/checking, net worth of investments, and net worth of business and/or farm
- Non Tax Filer for Reasons other than Low Income (PDF) - Confirmation of valid reason for not filing taxes per IRS guidelines
Forms for the current aid year (2025-2026)
Change notification (income, costs, enrollment)
- Special Circumstances - Request for consideration of special circumstances, such as reduction of income, loss of job or change of marital status
- Status Change - Report enrollment changes to the Financial Aid Office with the Status Change Form
- No Parent Data provided on FAFSA - Clarification of student's response to not providing parent information on the FAFSA
- Parent Non-Tax Filing Form - Complete this form if you are not able to get official confirmation of non-filing from the IRS and your have exhausted all other options
- Student Non-Tax Filing Form - Complete this form if you are not able to get official confirmation of non-filing from the IRS and you have exhausted all other options
Verification (complete only if requested by the Financial Aid office)
- Verification of Identity and Statement of Educational Purpose
- Dependent Verification Worksheet - Verify your and your parent household and income information
- Independent Verification Worksheet - Verify your household and income information
- Legal Dependents Verification - Verification of student's financial support of legal dependents
- Family Size Verification - Dependent: Confirmation of your family size and number of household members in college
- Family Size Verification - Independent: Confirmation of your family size and number of household members in college
- Asset Verification – Parent: Confirmation of parent assets: child support received, cash/savings/checking, net worth of investments, and net worth of business and/or farm
- Asset Verification – Student: Confirmation of student (and spouse if applicable) assets: child support received, cash/savings/checking, net worth of investments, and net worth of business and/or farm
- Non Tax Filer for Reasons other than Low Income: Confirmation of valid reason for not filing taxes per IRS guidelines