Saint Xavier University Students

Financial Aid

Financial Aid Forms

Verification Forms

If your Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification, Saint Xavier University must gather additional information about you and your parents (or spouse), as required by the U.S. Department of Education (34 CFR, Part 668), in order to process your financial aid. Please submit all required documents as soon as possible to prevent delays.

2018-2019 Verification Forms

Please note: If selected for 2018-2019 verification, you do NOT need to complete all of the forms below. The necessary documentation varies by student and is detailed in the email (sent to your SXU email account) by the Office of Financial Aid and listed in your Required Documents on mySXU Self-Service. Please refer to Self-Service or your email, or contact the Office of Financial Aid, to eliminate the possibility of completing more documentation than required.

Forms for Dependent Students:

Forms for Independent Students:

Income Verification:

If the Office of Financial Aid is requesting Income Verification for you (or your parents or spouse), you must provide 2015 tax data directly from the IRS. There are two methods for doing so; please complete one of these options:

Verification of Non-Filing:

If the Office of Financial Aid is requesting Verification of Non-Filing for you, your parents or your spouse, you must provide confirmation of non-filing from the IRS to demonstrate that 2016 Federal Income Tax Returns were not filed. A Verification of Non-filing Letter can be obtained from the IRS by going to www.IRS.gov and selecting the option to Get My Tax Record. Provide a copy of the Verification of Non-filing Letter, for tax year 2016, to the Office of Financial Aid to meet this verification requirement.

2017-2018 Verification Forms

Please note: If selected for 2017-2018 verification, you do NOT need to complete all of the forms below. The necessary documentation varies by student and is detailed in the email (sent to your SXU email account) by the Office of Financial Aid and listed in your Required Documents on mySXU Self-Service. Please refer to Self-Service or your email, or contact the Office of Financial Aid, to eliminate the possibility of completing more documentation than required.

Forms for Dependent Students:

Forms for Independent Students:

Income Verification:

If the Office of Financial Aid is requesting Income Verification for you (or your parents or spouse), you must provide 2015 tax data. You may do so by submitting a photocopy of the 2015 IRS 1040 (or 1040A/EZ/X) tax return form, signed by the tax filer, that was submitted to the IRS.

If you are unable to obtain a copy of the required IRS tax form, you may provide a 2015 IRS Tax Return Transcript. You can obtain a tax return transcript online at www.IRS.gov by selecting the option for Get a Tax Transcript from the Tools menu. Be sure to select the option for a Tax Return Transcript, as tax account transcripts cannot be accepted. Once you receive your transcript, submit it in its entirety to the Office of Financial Aid.

Appeal Forms

Special Circumstance Appeal Forms can be used by students to report unusual circumstances that may impact their ability to pay for their education at Saint Xavier University. These circumstances can be conditions that have reduced the family's income for the current year (e.g. loss of job; reduction in wages; loss of one-time income) or extraordinary expenses that provide the family with less disposable income (e.g. significant medical expenses; elementary/secondary private school tuition for siblings).

Dependency Override Forms are available to students who are determined, by the Free Application for Federal Student Aid (FAFSA), to be classified a dependent student, but meet limited conditions to be considered an independent student.

Budget Appeal Forms are available to students whose Cost of Attendance budget is not sufficient to meet their education-related costs and additional borrowing capacity is desired.

To obtain Appeal or Override forms, please contact the Office of Financial Aid. A Financial Aid Counselor will assist you in evaluating your eligibility for consideration.

Loan Discharge Forms