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Financial Aid Forms 2013-2014

You will need Adobe Acrobat Reader to view the forms below. You may download the latest version at http://www.adobe.com. Some of the forms are interactive, allowing you to type out the needed information prior to printing the form. Don't forget to sign the form.  You may drop it off at our office (Wenatchi Hall) or mail it to:

Wenatchee Valley College
Financial Aid Office
1300 Fifth Street
Wenatchee, WA 98801

 ***IMPORTANT!!*** Be sure to use the correct forms and documentation . Use of incorrect forms and documentation will delay processing.

Please note that the 2013-2014 financial aid year will be FOUR (4) quarters with Summer 2014 being a "Trailer" quarter at the end of the year. That means for Summer 2014 aid, we will be using the 2013-2014 FAFSA. The quarters for the 2013-2014 year will be:

  • Fall 2013
  • Winter 2014
  • Spring 2014
  • Summer 2014

What this means for you: PLAN ACCORDINGLY. Students who receive Pell Grant at the full-time level each quarter will only receive 3 quarters of Pell Grant. If you take a lighter load during some quarters, your aid will be adjusted those quarters and you can use any remaining Pell Grant in Summer 2014. Student loans have an annual limit as well, so keep the 4-quarter year in mind when filling out your loan requests. Remember that there are also lifetime limits for grants and loans.

Click on the links below to jump directly to the information you are looking for. To return here, click the link titled "Return to Menu" which can be found on the left at the bottom of each section as you are scrolling through the page.

 Required Forms

Free Application For Student Aid (FAFSA)
Conditions of Financial Aid Award
Financial Aid Award Information
Satisfactory Academic Progress Policy

Other Financial Aid Forms:

Commonly Used Forms
          Release of Information
          Enrollment Adjustment Request
          Information Update
          Program Intent
          Consortium Agreement

Verification Forms
           Dependent Verification Worksheet    
           Independent Verification Worksheet
           Expense Resource Worksheets  
 
Loan Information
           
Student Loans  
            Loan Adjustment Request
            Parent (PLUS) Loans
            150% Subsidized Loan Rule - Information Sheet
           
Satisfactory Academic Progress
            Satisfactory Academic Progress Policy
            Satisfactory Academic Progress (SAP) Appeal
            Maximum Attempted Credit (MAC) Appeal  

Special Circumstances
             Revision Requests Information
             Revision Request - Students
             Revision Request - Parents of Dependent Student
             Additional Expenses
             No Parent Info-Special Conditions
             Financial Aid Priority Appeal
            
Summer Aid
             Summer Aid Worksheet
             Summer Work Study Information
             Summer Work Study Request-attending Summer
             Summer Work Study Request-NOT attending Summer

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Required Forms:
These documents are required in order to complete your file.  Please carefully read all information sheets.  It is the students responsibility to read and comply with the conditions of financial aid and the Satisfactory Progress Policy. Please direct any questions to the financial aid office.

2013-2014
Forms
July 2013 - August 2014
Description/Explanation

Free Application
For Student Aid
(FAFSA)

With the exception of some scholarships, all financial aid awarding uses information found on the FAFSA. To receive grants, workstudy, and loans, you will need to start with the FAFSA. Here is a direct link to the federal website. Make sure to choose the correct year of 2013-2014**
2013-2014 Conditions of Financial Aid Award To receive financial aid, each student must meet the Conditions of Award outlined on the back of the award letter. Conditions can change from year to year.  It is the student's responsibility to read these Conditions of Award and to direct any questions to the Wenatchee Valley College Financial Aid Office.
Financial Aid
Award Information
Here is an online copy of the award information that is included with initial award letters for students receiving any of the following:  Grants, Loans, Workstudy, Waivers or Scholarships.  It contains important information that you should know if receiving any financial aid funds. It is the student's responsibility to read this information and to direct any questions to the Wenatchee Valley College Financial Aid Office.

Satisfactory Academic Progress Policy for Financial Aid

It is every student's responsibility to read and follow the Satisfactory Academic Progress (SAP) Policy. Click on the links to the right to read the complete policy. Please contact the financial aid office if you have any questions regarding the Satisfactory Progress policy.  See SAP section below for appeal information.


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Other Financial Aid Forms
The documents in the tables below have been separated by category.  Some of the forms are optional for students. Other forms are not required for every student, but may be required of some and still others are required only if you wish a specific type of aid. Please carefully read all information sheets. Please direct any questions to the financial aid office.


Miscellaneous Forms
These are a few of our commonly used forms that students may need throughout the year.
 

2013-2014 Forms
July 2013 - August 2014
Description/Explanation
2013-2014 Release of Information Form To allow the college to discuss the status of your financial aid award with your parents or another person, a "Release of Information" form must be completed and returned to our office.

The release does not carry over from year to year, so you will need to fill out the form for each year you attend.
2013-2014 Enrollment Adjustment Request If you are adjusting your enrollment prior to the 10th day of classes AND YOUR AID HAS NOT YET BEEN DISBURSED, please use this form.

If your aid has already been disbursed, do not use this form to report changes to enrollment status. Contact the financial aid office.

If you are unsure how your post-disbursement enrollment changes will affect your financial aid, please review the Satisfactory Academic Progress Policy. If you have any questions, contact the Financial Aid Office.
2013-2014 Information
Update
Form
To be used when submitting miscellaneous information for which there is no specific form.

Students can use this form to report additional scholarships or resources received, or when request information be added to their financial aid records. If you have questions about whether this is the appropriate form to use for a specific purpose, please contact our office before downloading and submitting this form.
 Student Program & Intent Code Form Students must be admitted to and enrolled in an eligible degree or certificate program at Wenatchee Valley College to receive financial aid. If you are not coded as being in an eligible program, but you are enrolled in one, you need to fill out this form and return it to the financial aid office. **We are in the process of updating this form. If your program is not listed on this form and you believe it is an eligible program, please contact our office**
Consortium Contract & Information
Sheet
A consortium agreement is used when a student needs to take a required course at a "HOST" school because the "HOME" school does not offer the required class in the time frame needed to complete a degree. IMPORTANT:Your "HOME" school is the one who will be granting your degree.
  • If WVC is your "HOME" school (your degree will be granted from WVC), you should use this form to request a consortium.  Please carefully read the Information Sheet prior to completing a Consortium Agreement, as it contains information regarding requirements for completing your Consortium Agreement.
  • If WVC is your "HOST" school (another institution will be granting your degree), you must contact your "HOME" school's financial aid office for information about a consortium agreement. 
Consortium agreements can be personally submitted, emailed to financialaid@wvc.edu or faxed to 509-682-6811. Be sure to note the subject as "Consortium Agreement".


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Verification Worksheets
In some cases our office will request that a student verify the information entered on the FAFSA. If our office requires this information, we will notify the student and the student should use one of the following worksheets to submit the information to our office. Please read the following carefully and choose the appropriate verification worksheet for your status.
 

2013-2014
Forms
July 2013 -

August 2014
Description/Explanation
 2013-2014 Verification Worksheet - Dependent


*NEW FORM
AND
INSTRUCTIONS FOR
2013-2014,
READ
CAREFULLY*
>If your application has been selected for a process called verification and you had to list your parents information on your financial aid application (FAFSA), you will need this form.

Verification is a process where our office will be comparing information that was listed on your FAFSA to copies of your and your parents tax information. If there are differences from what was reported, we may need to make a correction to your application.

Complete this worksheet, following directions carefully. The answers to the questions will determine the types of documents - if any - that you will need to submit in addition to the worksheet.  Submit the worksheet with any required documents. Make sure that you and one of your parents sign this form. 

***CAUTION!*** Be careful to check the box that says you used the IRS Retrieval Tool ONLY if you DID use it AND made no changes to the data retrieved. If this item is incorrectly checked and there is no tax transcript attached, your file will be incomplete and processing delayed until you request and submit your tax transcripts from the IRS.

Also please note that if you are just now making the correction to your FAFSA to retrieve your tax data, it is helpful to wait a couple of days before turning in your worksheet, until you know that the new student aid report with the retrieved data has processed.  
 2013-2014
Verification Worksheet - Independent



*NEW FORM
AND
INSTRUCTIONS FOR
2013-2014,
READ
CAREFULLY*
If your application has been selected for a process called verification and you were not required to list your parents information on your financial aid application (FAFSA), you will need this form.

Verification is a process where our office will be comparing information that was listed on your FAFSA to copies of your tax information. If there are differences from what was reported, we may need to make a correction to your application.

Complete this worksheet, following directions carefully. The answers to the questions will determine the types of ducments - if any - that you will need to submit in addition to the worksheet. Submit the worksheet with any required documents. Please make sure that you sign this form.

***CAUTION!*** Be careful to check the box that says you used the IRS Retrieval Tool ONLY if you DID use it AND made no changes to the data retrieved. If this item is incorrectly checked and there is no tax transcript attached, your file will be incomplete and processing delayed until you request and submit your tax transcripts from the IRS.

Also please note that if you are just now making the correction to your FAFSA to retrieve your tax data, it is helpful to wait a couple of days before turning in your worksheet, until you know that the new student aid report with the retrieved data has processed.
2013-2014
Verification Worksheet - Supplemental
*NEW form for 2013-2014*.  ***This form is not available for download.***  If you have been selected for Supplemental Verification, the financial aid office will email the Supplemental Verification Worksheet to your WVC student email account. If you have misplaced the one sent you, please contact the financial aid office to get another one.
2013-2014
Expense
Resource
Worksheet
  ***This form is not available for download.*** In some cases our office will request that a student verifies their or their families expenses incurred during the year. If our office requires this information, we will notify the student and provide the correct form. If you have misplaced the one sent you, please contact the financial aid office to get another one.


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Loans
Loans, unlike grants or work-study, are borrowed money that must be repaid, with interest. These are real loans-just like car loans or mortgages. You cannot have these loans canceled because you didn't like the education you received or because you're having financial difficulty. These loans are a serious obligation, so think about the amount you'll have to repay over the years before you take out a loan. Please read instructions carefully and submit the appropriate Loan worksheet for the loan(s) you are requesting.
 

2013-2014
Forms
July 2013 -

August 2014
Description/Explanation
2013-2014
Student Loan Worksheet
The WVC loan worksheet is required to request a loan from WVC.  Your file must be completed prior to the processing of your loan request. Prior to completing the loan worksheet make sure that you have completed the 2013-2014 FAFSA and all supporting documents requested by the financial aid office have been submitted.  We will begin processing loans in July 2013 for the upcoming school year.
2013-2014
Student Loan Adjustment Worksheet
  If you wish to adjust or cancel your loan amount please use this form.
2013-2014
Parent PLUS Loan Worksheet
To apply for a Federal Direct Parent (PLUS) loan, the dependent student must first complete and submit the Free Application for Federal Student Aid (FAFSA) for the appropriate year.

The parent must then complete and submit the Parent Loan Worksheet to the Financial Aid Office. Additional criteria are detailed on the loan worksheet. Please follow instructions carefully.
150%
Subsidized Loan Rule 
Info Sheet
On July 6, 2012, a new provision was added to the Direct Loan statutory requirements that limits a new borrower's eligibility for Direct Subsidized Loans to a period not to exceed 150 percent of the length of the borrower's educational program. Under certain conditions, the provision also causes new borrowers who have exceeded the 150 percent limit to lose the interest subsidy on their Direct Subsidized loans.

To find out how the 150 Percent Rule affects you and your student loan, download the information sheet to the left and also visit studentloans.gov for additional information.


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Satisfactory Academic Progress
To be eligible for financial aid, federal regulations require students to make satisfactory progress in an eligible degree or certificate program, and to complete their degree within the allotted number of credits for that degree. Use the links below to find out more and use the forms below to file appeals for exceptions to the policy.

Satisfactory Progress Information and Forms Description/Explanation
Satisfactory
Academic
Progress Policy
for Financial Aid
It is every student's responsibility to read and comply with the Financial Aid Satisfactory Academic Progress Policy. Failure to comply can result in loss of your current and future financial aid. Click on the link to the right to read the complete policy. Please contact the financial aid office if you have any questions regarding the Satisfactory Progress policy.
If you have mitigating circumstances beyond your control and wish to appeal financial aid termination, please use the appropriate form below to explain your circumstances.
Satisfactory Academic Progress
(SAP)
Appeal Form
Use this form to explain circumstances that may have caused failure to maintain satisfactory academic progress. You will need to give a detailed explanation and also include what you have done to resolve the issue and to be successful in the future.
Maximum Attempted Credit (MAC)
Appeal Form
Students who are close to or have exceeded the maximum credits allowed for financial aid eligibility (maximum attempted credits, MAC) may appeal for an extension to our Satisfactory Progress policy when unusual circumstances beyond their control contributed to their inability to complete their degree within the allotted amount of credits.


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Special Circumstances
Use the forms below to request exceptions to policy or revisions on your FAFSA due to extenuating circumstances.

2013-2014 Forms
July 2013 - August 2014
Description/Explanation
If you wish to be considered for a reevaluation of your financial circumstances, please use the appropriate form below to explain your circumstances.
2013-2014
Revision
Request
Information
Sheet
This document is the Information Sheet ONLY. Please read this before completing your Revision Request form.  Note that there are separate forms for Students and Parents.

If you would like to be considered for a reevaluation of your financial aid award because of DECREASED RESOURCES and/or CHANGE OF CIRCUMSTANCES since you completed your Free Application for Federal Student Aid (FAFSA), you may submit a Revision Request.

Please keep in mind that financial aid funds are limited and our response may depend on the funds available. In addition, adjustments are subjects to federal and institutional guidelines.
2013-2014
Revision Request
(Student form)

Student and parents need to fill out separate forms, please make sure you use the correct one for your circumstances or it will delay processing of your request.  Please read the Information & Instruction Sheet prior to filling out your form.  If you have any questions, contact our office.***

2013-2014
Revision Request
(Parent form)

Student and parents need to fill out separate forms, please make sure you use the correct one for your circumstances or it will delay processing of your request. Please read the Information & Instruction Sheet prior to filling out your form.  If you have any questions, contact our office.***
2013-2014
Revision Request for Additional Expenses
(Student form)
**This form is for Students Additional Expenses only, Parent additional expenses are reported on the Parent Revision Worksheet.** 
In certain circumstances, financial aid may be used to pay for student health insurance, medical/dental expenses, child care, additional books, transportation, or other educationally related costs.

Generally, requests are met with Federal Stafford Loan (subsidized and unsubsidized) or Parent Loan (PLUS). To request aid to pay for unusual expenses that exceed the standard budget allowances, you should use this form.  
No Parent Information-Special Conditions Please contact the financial aid office if you are a dependent student and indicated on your FAFSA that you could not provide parent information due to special circumstances.***
2013-2014 Financial Aid Priority
Appeal Form
Students who had extenuating circumstances that prevented them from submitting their FAFSA by the priority deadline and wish to appeal an exception to the priority deadline date can complete and submit this form. Please note that having an exception approved will not necessarily result in additional funds.

Note: This is NOT the appeal form for Satisfactory Academic Progress or Maximum Attempted Credits. Those forms can be found above in the "Satisfactory Academic Progress" section.


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Summer Financial Aid

ELIGIBILITY: In order to be eligible for financial aid you must be receiving a degree from Wenatchee Valley College. Summer only or visiting students are not eligible for financial aid.

Information on Summer Workstudy for Summer 2014 will be available Spring 2014.

If you wish to receive work study during Summer 2013, please visit the 2012-2013 forms page.


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