Financial aid application form template

About this financial aid application form

Schools, colleges, clubs and charities offer fee concessions, bursaries and hardship funds to families who need them. A financial aid application collects the household’s size, income and major expenses, any other support received, the amount requested and a statement explaining the circumstances, with documents to verify it.

Treat these forms as confidential and limit who sees them. Merit-based awards use the scholarship application form instead.

What’s on the financial aid application form

The template has 7 sections and 18 questions. Every one can be renamed, moved or deleted.

• Student: Student name; Class or course; Student ID
• Applicant (parent, guardian or adult student): Name; Phone; Email; Address
• Household: Number of people in household; Earning members; Dependent children; Household income table (Source, Monthly amount)
• Expenses: Expenses table (Expense, Monthly amount)
• Request: Amount or percentage requested; Other scholarships or support received; Please explain your circumstances
• Documents: Attached (tick all that apply: Income proof, ID proof, Fee notice, Medical bills, Other)
• Declaration: Agreement: “The information is complete and true. I will report any change in our circumstances.”; Signature with date

Tips

• Explain how decisions are made and when families will hear.
• Ask for proof only of what you’ll actually check.
• Offer help filling in the form in other languages.

Four ways to save it

A fillable PDF has typing boxes, tick boxes and choices built in. A printable PDF gives clean boxes and writing lines for pen and paper. The Word file can be edited further, and the HTML code adds the same questions to a website. Browse more form templates, or design a completely different layout in the custom form builder.