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Financial Aid Forms

Below is a directory of forms that you may be required to complete as part of the Financial Aid process. These PDF forms can be completed online and then printed. The information you add will not save when you close the form, so be sure to review your printed form before closing the document.  You can also print a blank document and complete it by hand.

When you complete the form, print and sign it before submitting it to the campus Financial Aid Office.  If you have questions please contact the Financial Aid Office by phone at 803-313-7068 or by e-mail at .

Get Adobe ReaderThese forms are available as PDF files. In order to view, complete, and print them you will need Acrobat Reader. If you do not already have Acrobat Reader, you may obtain this free software from Adobe Software.

Choose the appropriate tab below for the forms you need:

  • 2010-11
  • Summer 2011
  • 2011-2012

Form

Year

Description

Application for Federal Student Aid (FAFSA)

10-11

You must file the Free Application for Federal Student Aid (FAFSA) in order to be considered for most types of financial aid.

Asset Information Form

10-11

If you reported Assets on either your FAFSA or other documentation that did not match information already on file, or if we have information that suggests you have other assets you have not reported, you may be asked to complete this worksheet.  If so, complete and return this form to our office.

Authorization to Apply Current FA to Prior Charges

10-11

If you have a bill from a prior academic year, you can not normally use your current year financial aid to pay that bill.  You may complete this form if you want to authorize the Business Office to apply your current Financial Aid to pay that prior bill (all current year charges must be paid first).

Authorization to Award Federal Student Aid

10-11

If you have been awarded Financial Aid at more than one institution of Higher Education during the current academic term, you may need to complete this form to authorize the USC Lancaster Financial Aid Office to award you your Federal Student Aid.

Authorization to Release Financial Aid Information

10-11

If you want the USCL Financial Aid Office to release information about your Financial Aid to another agency, you must complete this form.

Change of Campus for Financial Aid

10-11

If you are attending another USC campus, but you initially authorized USCL to award your Financial Aid, you must complete this form to change that authorization.

Change of Dependency Form

10-11

If you do not meet the requirements to be considered an Independent student, but you are unable to attain your parents’ information due to unusual circumstances you may appeal to have your dependency status re-evaluated.   

Decline Financial Aid Award

10-11

If you wish to decline one or all of your Financial Aid Awards, complete this form and return it to our office.

10-11 Have your financial aid overage checks directly deposited into your bank account.  Do this at least two weeks before your overage checks are available
10-11 If you are borrowing a Federal Direct Parent PLUS Loan, you will need to review and follow these instructions.  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Loan First Time Borrower Instructions

10-11

If you are borrowing a Federal Direct Stafford Loan, you will need to review and follow these instructions. For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Additional Loan Request

10-11

If you are already borrowing a Federal Direct Stafford Loan, but need to increase the amount you are borrowing for the current academic year, complete and return this form.  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

10-11 If you are borrowing a Federal Direct Stafford Loan, and wish to adjust your reduce your loan or increase your loan before the funds disburse, complete and return this form.  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Loan Entrance Counseling

10-11

If you are borrowing a Federal Direct Stafford Loan, you must complete this Loan Entrance Counseling.  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Loan Exit Counseling

10-11

If you have borrowed a Federal Direct Stafford Loan and will be or have left school recently, you must complete this Loan Exit Counseling. For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Loan Master Promissory Note

10-11

If you are borrowing a Federal Direct Stafford Loan, you must complete this Master Promissory Note using your Federal PIN.  Be sure to log in and then select “Sign Master Promissory Note.”   If you have forgotten your PIN please see this website: www.pin.ed.gov .  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Dually Enrolled High School Student Form, For Lottery Awards

10-11

If you are a high school student taking at least six hours of college courses at USCL, and are a south Carolina resident, you may qualify for Lottery Tuition Assistance.  Complete and return this form to our office.

Legal Dependent Support Form

10-11

If you indicated that you have a child or other dependent whom you provide at least half of the support for, but you are under the age of 24, you may be asked to complete this form.  If so, complete and return this form to our office with all supporting documentation.

LIFE Scholarship Affidavit

10-11

If you are a LIFE Scholarship recipient, you must read and complete this affidavit to receive your scholarship.  You must also read the Terms and Conditions on VIP.

Lottery Tuition Assistance Certification

10-11

If you are a Lottery Tuition Assistance recipient, you must read and complete this affidavit to receive your grant.  You must also read the Terms and Conditions on VIP.

Low Income Clarification Form

10-11

If you reported a very low family income you may have to complete a Low Income Clarification Worksheet.  If you have been told to do so, complete and return this form.

Minimum Hours Adjustment Request

10-11

If you are taking less than full time (<12 hours), or if you are changing the number of hours you are enrolled for, you must inform the Financial Aid Office so your awards can be adjusted.  Complete and return this form.

Perkins Loan Recipient Instructions

10-11

If you have been awarded a Federal Perkins Loan these are the instructions on what you need to do to receive the funds.

Private Loan Certification Form 

10-11

If you are borrowing a loan from a private lender (not a Direct Stafford Loan), then you must complete this form.

Satisfactory Academic Progress (SAP) Appeal,
1st Degree

10-11

Appeal form for students not meeting the Satisfactory Academic Progress Standards.  This form is for students still seeking their first undergraduate degree. 

 Satisfactory Academic Progress (SAP) Appeal,
2nd Degree

10-11

Appeal form for students seeking to receive financial aid towards a second undergraduate degree (after already having a Bachelor’s Degree).

South Carolina Need Based Grant Assistance Affidavit

10-11

If you are a South Carolina Need Based Grant recipient, you must read and complete this affidavit to receive your grant.  You must also read the Terms and Conditions on VIP.

Special Circumstances Appeal, Dependent Students

10-11

If you have already applied for financial aid, but have had a significant change in your family income since the prior tax year, you may complete this form to request an adjustment to your application information.

Special Circumstances Appeal, Independent Students

10-11

If you have already applied for financial aid, but have had a significant change in your family income since the prior tax year, you may complete this form to request an adjustment to your application information.

State Military Dependents Form

10-11

Non-Resident students who qualify to pay in-state tuition due to being a dependent of an active duty military service member must complete this form and return it to the Financial Aid Office in order to be eligible for State Scholarship Funds.

Supplemental Information Request Form

10-11

If the information you provided in the past is contradictory to the most recent information we have received from you, you will need to complete this form to confirm which is accurate.

Transient Study Request USCL as Home Institution

10-11

If you intend to be a USCL student but take courses during one term at another institution, you must complete this request form.  USCL will be considered the Home Institution.

Transient Study Request USCL as Host Institution

10-11

If you intend to be a student at another institution but take courses during one term at USCL, you must complete this request form.  USCL will be considered the Host Institution.

Verification Worksheet, Dependent Student

10-11

Worksheet to complete for students selected for verification.  Dependent students must include parent information as well.  Both the student and parent must sign the form.

Verification Worksheet, Independent Student

10-11

Worksheet to complete for students selected for verification.  Independent students need only include themselves and their spouses (if applicable) information, not parent information.

Veterans Instructions

10-11

Instructions for students receiving Veterans GI Bill benefits on how to initiate and maintain these benefits while attending USCL.  See also the GI Bill website: http://www.gibill.va.gov/  

Veterans Aid Certification Request, Spring 2011

10-11

Students receiving Veterans GI Bill benefits must request certification of their enrollment.  The Financial Aid Office will need a copy of one of the following: DD-214, NOBE, or Certificate of Eligibility.  Certification Requests should be submitted at least 30 days prior to the beginning of classes. You can apply to use your GI Bill at the following website: http://www.gibill.va.gov/

WIA/TAA Budget and Book Worksheets

10-11

If you are a Workforce Investment Act or Trade Investment Act recipient, you must complete this two page form and return it to this office every semester to receive your funding.

Form

Year

Description

Summer Application Update Form

2011

If you wish to apply for financial aid for the Summer of 2011, you must complete a Summer Application Update Form.  The priority deadline is April 15th, 2011.

Summer Minimum Hours Adjustment Request

2011

If you already filed a Summer Application Update Form, and you are changing the number of hours you are enrolled for, you must inform the Financial Aid Office so your awards can be adjusted.  Complete and return this form.

Veterans Aid Certification Request, Summer 2011

2011

Students receiving Veterans GI Bill benefits must request certification of their enrollment.  The Financial Aid Office will need a copy of one of the following: DD-214, NOBE, or Certificate of Eligibility.  Certification Requests should be submitted at least 30 days prior to the beginning of classes. You can apply to use your GI Bill at the following website: http://www.gibill.va.gov/

Form

Year

Description

Application for Federal Student Aid (FAFSA)

11-12

You must file the Free Application for Federal Student Aid (FAFSA) in order to be considered for most types of financial aid.

Asset Information Form

11-12

If you reported Assets on either your FAFSA or other documentation that did not match information already on file, or if we have information that suggests you have other assets you have not reported, you may be asked to complete this worksheet.  If so, complete and return this form to our office.

Authorization to Apply Current FA to Prior Charges

11-12

If you have a bill from a prior academic year, you can not normally use your current year financial aid to pay that bill.  You may complete this form if you want to authorize the Business Office to apply your current Financial Aid to pay that prior bill (all current year charges must be paid first).

Authorization to Award Federal Student Aid

11-12

If you have been awarded Financial Aid at more than one institution of Higher Education during the current academic term, you may need to complete this form to authorize the USC Lancaster Financial Aid Office to award you your Federal Student Aid.

Authorization to Release Financial Aid Information

11-12

If you want the USCL Financial Aid Office to release information about your Financial Aid to another agency, you must complete this form.

Change of Campus for Financial Aid

11-12

If you are attending another USC campus, but you initially authorized USCL to award your Financial Aid, you must complete this form to change that authorization.

Change of Dependency Form

11-12

If you do not meet the requirements to be considered an Independent student, but you are unable to attain your parents’ information due to unusual circumstances you may appeal to have your dependency status re-evaluated.   

Decline Financial Aid Award

11-12

If you wish to decline one or all of your Financial Aid Awards, complete this form and return it to our office.

Degree Status Form

11-12

If there is question as to the status of your college degree, you can complete a Degree Status Form to clarify or correct this information.

Direct Deposit Form

11-12

Have your financial aid overage checks directly deposited into your bank account.  Do this at least two weeks before your overage checks are available

Direct Parent PLUS Loan Borrower Information

11-12

If you are borrowing a Federal Direct Parent PLUS Loan, you will need to review and follow these instructions.  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Loan First Time Borrower Instructions

11-12

If you are borrowing a Federal Direct Stafford Loan, you will need to review and follow these instructions. For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Additional Loan Request

11-12

If you are already borrowing a Federal Direct Stafford Loan, but need to increase the amount you are borrowing for the current academic year, complete and return this form.  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Loan Adjustment Form

11-12

If you are borrowing a Federal Direct Stafford Loan, and wish to decline, reinstate or reduce your student loans before the funds disburse, complete and return this form.  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Loan Entrance Counseling

11-12

If you are borrowing a Federal Direct Stafford Loan, you must complete this Loan Entrance Counseling.  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Loan Exit Counseling

11-12

If you have borrowed a Federal Direct Stafford Loan and will be or have left school recently, you must complete this Loan Exit Counseling. For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Direct Stafford Loan Master Promissory Note

11-12

If you are borrowing a Federal Direct Stafford Loan, you must complete this Master Promissory Note using your Federal PIN.  Be sure to log in and then select “Sign Master Promissory Note.”   If you have forgotten your PIN please see this website: www.pin.ed.gov .  For more information on Direct Loans, please see this web site: https://studentloans.gov/myDirectLoan/index.action

Household Size Update Form, Dependent

11-12

If the number of people in your parents’ household has changed since the time that you filed your FAFSA, you must notify the Financial Aid Office.  You can do so using this form.

Household Size Update Form, Independent

11-12

If the number of people in your household has changed since the time that you filed your FAFSA, you must notify the Financial Aid Office.  You can do so using this form.

Housing Status Form

11-12

If your housing status (where you will live while attending college) is in question, you may need to complete a Housing Status Form to update or correct it.

Income Exclusions Form

11-12

If you indicated on your FAFSA that one or more of the income exclusions applies to you and this information is in question, you may need to complete the Income Exclusions Form.

Legal Dependent Support Form

11-12

If you indicated that you have a child or other dependent whom you provide at least half of the support for, but you are under the age of 24, you may be asked to complete this form.  If so, complete and return this form to our office with all supporting documentation.

LIFE Scholarship Affidavit

11-12

If you are a LIFE Scholarship recipient, you must read and complete this affidavit to receive your scholarship.  You must also read the Terms and Conditions on VIP.

Lottery Tuition Assistance Certification

11-12

If you are a Lottery Tuition Assistance recipient, you must read and complete this affidavit to receive your grant.  You must also read the Terms and Conditions on VIP.

 Lottery Tuition Assistance Application for Dually Enrolled High School Students

11-12

If you are a high school student taking at least six hours of college courses at USCL, and are a south Carolina resident, you may qualify for Lottery Tuition Assistance.  Complete and return this form to our office.

Marital Status Form, Dependent

11-12

If your parents’ marital status is in question, you may need to complete a Marital Status Form to update or correct it.

Marital Status Form, Independent

11-12

If your marital status is in question, you may need to complete a Marital Status Form to update or correct it.

Minimum Hours Adjustment Request

11-12

If you are taking less than full time (<12 hours), or if you are changing the number of hours you are enrolled for, you must inform the Financial Aid Office so your awards can be adjusted.  Complete and return this form.

Non-parental Information Form

11-12

If you filed your FAFSA using information that is not that of your parents’ you may be asked to complete a Non-Parent Information Form.

11-12
If you have Perkins loans you must complete a Loan Indebtedness Statement.

Perkins Loan Recipient Instructions

11-12

If you have been awarded a Federal Perkins Loan these are the instructions on what you need to do to receive the funds.

Private Loan Certification Form 

11-12

If you are borrowing a loan from a private lender (not a Direct Stafford Loan), then you must complete this form.

Satisfactory Academic Progress (SAP) Appeal

11-12

Appeal form for students not meeting the Satisfactory Academic Progress Standards. The SAP Policy can be found here: http://saeu.sc.edu/finaid/sap.html.

 Satisfactory Academic Progress (SAP) Graduation Plan

11-12

Additional Appeal form for students who have or will have exceeded the maximum number of attempted hours for completing their degree (90 hours for Associate’s degree, 105 hours for AND, 180 hours for 4 year degree).  The SAP Policy can be found here: http://saeu.sc.edu/finaid/sap.html

South Carolina Need Based Grant Affidavit

11-12

If you are a South Carolina Need Based Grant recipient, you must read and complete this affidavit to receive your grant.  You must also read the Terms and Conditions on VIP.

Special Circumstances Appeal, Dependent Students

11-12

If you have already applied for financial aid, but have had a significant change in your family income since the prior tax year, you may complete this form to request an adjustment to your application information.

Special Circumstances Appeal, Independent Students

11-12

If you have already applied for financial aid, but have had a significant change in your family income since the prior tax year, you may complete this form to request an adjustment to your application information.

State Military Dependents Form

11-12

Non-Resident students who qualify to pay in-state tuition due to being a dependent of an active duty military service member must complete this form and return it to the Financial Aid Office in order to be eligible for State Scholarship Funds.

Supplemental Information Request Form

11-12

If the information you provided in the past is contradictory to the most recent information we have received from you, you will need to complete this form to confirm which is accurate.

TAA Budget and Book Worksheets

11-12

If you are a Trade Investment Act recipient you must complete this two page form and return it to this office every semester to receive your funding.

Transfer Student Form

11-12

If you need to report colleges you may have attended in the past, you can complete the Transfer Student Form.

Transient Study Request USCL as Home Institution

11-12

If you intend to be a USCL student but take courses during one term at another institution, you must complete this request form.  USCL will be considered the Home Institution.

Transient Study Request USCL as Host Institution

11-12

If you intend to be a student at another institution but take courses during one term at USCL, you must complete this request form.  USCL will be considered the Host Institution.

Verification Worksheet, Dependent Student

11-12

Worksheet to complete for students selected for verification.  Dependent students must include parent information as well.  Both the student and parent must sign the form.

Verification Worksheet, Independent Student

11-12

Worksheet to complete for students selected for verification.  Independent students need only include themselves and their spouses (if applicable) information, not parent information.

Veterans Instructions

11-12

Instructions for students receiving Veterans GI Bill benefits on how to initiate and maintain these benefits while attending USCL.  See also the GI Bill website: http://www.gibill.va.gov/  

Veterans Aid Certification Request, Fall 2011

11-12

Students receiving Veterans GI Bill benefits must request certification of their enrollment.  The Financial Aid Office will need a copy of one of the following: DD-214, NOBE, or Certificate of Eligibility.  Certification Requests should be submitted at least 30 days prior to the beginning of classes. You can apply to use your GI Bill at the following website: http://www.gibill.va.gov/

Veterans Status Form

11-12

If your status as a veteran needs clarification, you may need to complete this form.

WIA Budget and Book Worksheets

11-12

If you are a Workforce Investment Act you must complete this two page form and return it to this office every semester to receive your funding.

The University of South Carolina is an equal opportunity institution.

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