Student Lending Checklists
Private Student Loan Application Checklist
1. Passport or Drivers License OR Residency Documentation (if applicable):
- I – 55 Alien Registration Card
- I – 94 if a Refugee or Asylee
2. Income Verification (if applicable for student):
- 2 pay stubs from current employer
- 2 most recent year’s W-2’s
- If self-employed 2 most recent tax returns with all necessary schedules
- If retirement income proper 1099
- If disability income:
- Approved disability statement indicating benefit amount; or
- Letter from insurance company or employer indicating duration of disability period and benefit amount
- If Alimony or Child Support most recent 1040
- Proof of enrollment in college
- Proof of GPA / Transcripts (Freshman not required)
FAFSA Checklist
- Your Social Security Number
- Your Alien Registration Number (if you are not a US Citizen)
- Your most recent federal income tax returns, W-2’s, and other records of money earned
- Bank statements and records of investments for both parents and student showing current balances (if applicable)
- Records of untaxed income (if applicable)
- An FSA ID to sign electronically - 3 days prior to filing the FAFSA application
- https://fsaid.ed.gov/npas/index.html
- IRS Passcode (Identity Protection PIN) – not required but may be helpful
If you are a dependent student, you will also need the above information for your parent(s) / guardian(s)
For more info visit www.fafsa.ed.gov