Forms

You may submit completed forms to our office using one of the methods below.

To submit documents we’ve requested on the To Do list in your Student Center Tasks tile, use the Financial Aid Uploader.

Financial Aid Uploader:

2024-2025 Academic Year = Fall 2024, Spring 2025, and Summer 2025

All other documents can be submitted by email, fax, or in person.

Email: financial-aid@utdallas.edu – To protect your personal information, please use your UT Dallas email when submitting documents.

Fax: 972-883-6803

In-person drop-off: Student Services Building, first floor Drop Box

2024-2025 Aid Year (Fall 2024/Spring 2025/Summer 2025)

Title	Description
Texas Application for State Financial Aid (TASFA)	This form is used to calculate financial aid eligibility for students who are not U.S. Citizens or are not eligible for federal financial aid, but are classified as residents of the state of Texas under Senate Bill 1528.
Parent or Student IRS Tax Return Transcript	You may request a 2022 Tax Return Transcript from the IRS website.
Parent Family Size Worksheet	When requested, complete and submit this form.
Student Family Size Worksheet	When requested, complete and submit this form.
Parent Non-Tax Filer Worksheet	When requested, complete and submit this form.
Student Non-Tax Filer Worksheet	When requested, complete and submit this form.
Spouse Non-Tax Filer Worksheet	When requested, complete and submit this form.
Parent Rollover Worksheet	When requested, complete and submit this form.
Student Rollover Worksheet	When requested, complete and submit this form.
Spouse Rollover Worksheet	When requested, complete and submit this form.
Dependents Verification Cover Sheet	When requested, complete and submit this form and the requested supplemental documentation.
Special Circumstance Request Form	This online form is used to request that the UT Dallas Office of Financial Aid to take into consideration changes in your family’s financial situation that have arisen since the FAFSA or TASFA was filed.
Dependency Override Request Form	Instructions and cover sheet for a request to have UT Dallas override your status as a dependent student.

General Forms

Title	Description
Hours Adjustment Form	This online form is used to request that the Office of Financial Aid update your financial aid offer to reflect the number of credit hours for which you intend to register for 2025 Spring. This form will be available after spring registration is open.
Summer Financial Aid Application	This online form is for eligible students to request financial aid for the summer semester. The application will open in March.
SAP Appeal Form	Use this online form to request that the SAP requirements be waived due to extenuating circumstances.
IRS Form 4506-T	This form is used to request tax return information from the IRS, including the tax return transcript which may be required for the verification process. If you are unable to obtain your tax return transcript online, you should submit a copy of this form to the IRS.
Certification of Enrollment in a Teacher Education Program	For non-degree seeking students taking classes needed to be certified as an elementary or secondary school teacher.
Fresh Start Acknowledgement	When requested, complete and submit this form.
Certification of required prerequisite classes for a non-degree seeking graduate student	There is no form. Your academic advisor should contact your financial counselor at financial-aid@utdallas.edu, indicating the program to which you are seeking admission and the specific classes which are prerequisite to be considered for admission into a UT Dallas graduate degree seeking program.