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Forms 2020 – 2021

For the 2020-2021 process, students who are chosen for verification will need to obtain their Required Action Letter from the DUCK Message Portal. All instructions must be followed on all Required Action Letters which may include completing, signing and returning the letter and submitting additional documentation to our office for processing.

IF REQUESTED, FORMS LISTED BELOW MUST BE SUBMITTED TO THE FINANCIAL AID OFFICE. Our office images all documents and routinely destroys all paper.

All documents submitted to the Financial Aid Office must be signed. Unsigned documents will delay the processing of your financial aid.

*Please allow a 24-hour turn-around period for confirmation of receipt. During peak times, please allow a 48-hour turn-around period.


2020-2021 Academic Year Forms (Fall 2020, Spring 2021 and Summer 2021) 

2020-2021 Pell Chart

2020-2021 Permanent Disability Documentation Form

2020-2021 Request for Dependency Override Form

2020-2021 Unsub Only - Professional Judgement Form

FERPA Information Release Authorization

Household Income and Expenses Form

SAP Appeal Request Form

Tax Return Transcript

Need a copy of your Tax Return Transcript to complete your financial aid file? You have two easy and convenient options for getting copies of your federal tax return information (tax return transcript). Instructions are available on the IRS website.

Tax Transcripts must be mailed to your home address not to Clayton State University.

Unusual Enrollment History Appeal Form

Download the Unusual Enrollment HIstory Appeal Form

Loan Forms for 2020-2021 (Fall 2020, Spring 2021, and Summer 2021)

Loan Revision Request

We are no longer utilizing the Loan Reinstatement form. All loan changes requested will be made using the Loan Revision form. Please complete this form if you would like to cancel your loans, adjust your loans to a different semester, reduce the amount of loans accepted or reinstate a declined or cancelled loan.

*****We are no longer utilizing the Direct Parent Plus Form or Direct Graduate Plus Form for 2020-2021. Please click here for the new procedures regarding these loans starting for the 2021-2022 academic year.

Private Loan Agreement Form (PDF)

Please complete this form if you wish to be ONLY be reviewed for a private loan. You must complete the FAFSA if you wish to be considered for federal aid such as grants and subsidized or unsubsidized students loans.


View all information needed on applying for HOPE 

HOPE Request Form 

This form must be completed and submitted to the Financial Aid Office in order to be reviewed for HOPE eligibility.  

FERPA Information

FERPA Information Release Authorization

The Family Educational Rights and Privacy Act (FERPA) is a Federal law that protects the privacy of student records. The law applies to all schools that receive funds under an applicable program of the U.S. Department of Education.

FERPA gives parents certain rights with respect to their children’s education records. These rights transfer to the student when he or she reaches the age of 18 or attends a school beyond the high school level.

It is the policy of Clayton State University to release information to a third party only after authorization from the student.

This form must be presented along with a copy of the student's valid photo ID either in person to the Financial Aid Office, by fax or by email to No information may be given to the parent about a student’s financial aid account without the student first completing this form. Please note that this form only covers authorization to release financial aid information.