Eastern Oregon University > Financial Aid Office > Forms and Publications

Forms and Publications

Appeal Forms
Code C
Consortial Agreement Forms
Loan, Aid, and Enrollment Revision
Other Forms
Professional Judgment
Publications
Summer Form
Verification Forms

How do I send personally identifiable information (PII) securely?

  • Send your documents via United States Postal Service (USPS);
  • Fax them to 541-962-3661;
  • Upload electronically through the secure document dropbox;
  • Encrypt document(s) and attach them to an email, preferably from your EOU email account. The minimum acceptable encryption is AES 256-bit. Password must be provided separately.

WinZip instructions for file/folder encryption and password protection

There are many applications that have the ability to encrypt attachments. An example is provided here for WinZip™, with the caveat that this is not the only acceptable method, and unless very carefully configured, WinZip would not fit the Federal Information Processing Standard (FIPS) which is defined by FIPS 140-2. The minimum acceptable encryption is AES 256-bit for PSIs.
  1. Open a folder to the location of the file(s)/folder(s) that you wish to encrypt.
  2. Select the file(s)/folder(s) that you wish to encrypt. Note that in order to select more than one file/folder, you must press the “Ctrl” key on the keyboard while selecting them.
  3. Right-click over one of the selected items.
  4. Select WinZip. From the submenu that appears, select “Add to Zip File.”
  5. In the “Add Files” dialog box, specify a ‘File name’ and ‘Destination’ (location) for the finished Zip file.
  6. Select “.Zip” as the Compression Type.
  7. Under Encryption, check the “Encrypt files” box.
  8. Click the “Add” button.
  9. A pop-up window may appear saying “You should be aware of the advantages and disadvantages of the various encryption methods before using this feature. Please press the F1 key for more information, particularly if this is the first time you are using encryption.” Select the “OK” button to continue.
  10. In the “Enter Password” field, enter an appropriate password. Passwords must be at least eight characters and must contain at least one of each the following: a lowercase character (a-z), an uppercase character (A-Z), a number character (0-9), and a symbol character (!, @, #, $, %, ^, &, *, etc.).
  11. In the “Re-enter Password” field, enter the same password from Step #10, and remember the password for future reference.
  12. Click the “OK” button.
  13. A pop-up window may appear saying “Add Complete. Your files have been added. The files will be compressed and encrypted when saved.” Click the “OK” button to continue.
  14. The encrypted WinZip file should be in the location identified in Step #5 above.
  15. The password must not be included in the same message and should either be included in a separate email or verbally provided to the intended user.
Summer School

Summer Form

Fillable PDFs work best in Acrobat.

Fillable
PDF
To request financial aid for Summer 2021, please download the Summer Aid Request form [that will be linked here in May 2021] and submit it to our office prior to August 27, 2021.
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Verification Forms

PLEASE, PUT YOUR STUDENT ID NUMBER ON ALL DOCUMENTS!

Submit verification paperwork as soon as notification is received.  Verifications submitted close to the start of term may delay financial aid disbursement, as processing time increases during busy periods in the financial aid office.  Late verifications may also be cause for canceled or undisbursable aid if deadlines are missed.

Verification Form Instructions

Adobe Acrobat Reader should be updated to the latest version for compatibility and security reasons.  If your download doesn’t look right, or if viewing in a browser window, please update Acrobat Reader and/or download the PDF, before viewing from your desktop.

Verification Basics

  1. You must verify your household size and composition:
    • Download and submit the appropriate household verification worksheet for the appropriate academic year below.
  2. You must verify parent, student, and/or spouse income by doing one of the following:
    • Verify by having successfully used the IRS DRT inside of FAFSA on the Web;
    • Verify by submitting a Tax Return Transcript (ordered from the IRS) for the correct FAFSA base year;
    • Verify by submitting a signed tax return (i.e. IRS Form 1040) with ALL applicable schedules (e.g. Schedule 1, 2, & 3) for the correct FAFSA base year; or
    • If you did not, will not, and were not required to file taxes, verify by downloading and completing a nontax filer income verification worksheet below, and by attaching and submitting the respective W-2s, if appropriate.
  3. You may need to verify your identity and submit a Statement of Educational Purpose. This will be noted in your Mountie Hub requirements.
    • Download for the appropriate academic year below, if necessary.
You may need more than just these basic requirements. Please refer to your Mountie Hub requirements screen and read through all of the verification documents listed below. Exceptions

 

2021-2022

This section of the webpage is for verification forms for the 2021-22 academic year (Summer 2021 – Spring 2022).

Do you need an IRS transcript? Scroll down.

If your 2021-22 FAFSA was selected for verification and you were required to provide parental information, please download this PDF and follow the instructions.Dependent Verification Forms Please attach this Verification of 2019 Income Information for Parent Nontax Filers form to your household verification worksheet if your parent did not and will not file taxes in 2019.Parent Nontax Filers
If your 2021-22 FAFSA was selected for verification and you were not required to provide parental information, please download this PDF and follow the instructions.Independent Verification Form If you did not file taxes, you will also need this worksheet to report your income.Student Nontax Filer Income Verification
If your 2021-22 FAFSA was selected for high school completion and identity and statement of educational purpose (ISEP) verification, please download this worksheet and follow the instructions.High School and Educational Purpose If you will not be able to appear in La Grande in person to sign the above HSEP verification worksheet, please also send this ISEP form and a copy of your ID.ISEP (in the presence of a Notary)

Must submit original document(s). Faxes and scans will not be accepted.

Please attach this Verification of 2019 Income Information for Individuals with Unusual Circumstances form and supporting documentation to your household verification if you have one of the following unusual circumstances:
  • Individual granted a filing extension by the IRS
  • Individual who filed an amended IRS income tax return
  • Individual who filed a non-IRS income tax return
  • Individual residing in the U.S. without an SSN, EIN, or ITIN
  • Income Verification for Nontax Filers
Individuals with Unusual Circumstances
Please submit this Homeless Verification form if required to, as indicated in your Mountie Hub, or as instructed by our office.Homeless Verification
Please submit one of these Low Income Verification forms only if required to, as indicated in your Mountie Hub (LIBV4N/D — In/Dependent Low Income and Benefit Verification), or as instructed by our office.
Dependent Student
Dependent Student Benefit Verification
Independent Student with Dependents
Independent Benefit Veri. w/ Dependent
Independent student without Dependents
Independent Benefit Veri. w/o Dependent

 

2020-2021

This section of the webpage holds verification forms for the 2020-21 academic year (Summer 2020 – Spring 2021).

Do you need an IRS transcript? Scroll down.

If your 2020-21 FAFSA was selected for verification and you were required to provide parental information, please download this worksheet and follow the instructions.Dependent Verification Worksheet (V1V5d)
If your 2020-21 FAFSA was selected for verification and you were not required to provide parental information, please download this worksheet and follow the instructions.Independent Verification Worksheet (V1V5i)
If your 2020-21 FAFSA was selected for high school completion and identity and statement of educational purpose (ISEP) verification, please download this worksheet and follow the instructions.High School and Educational Purpose (V4V5)If you will not be able to appear in La Grande in person to sign the above HSEP verification worksheet, please also include this form with your HSEP verification worksheet.ISEP (in the presence of a Notary)

 

Must submit original document(s). Faxes and scans will not be accepted.

Please attach this Verification of 2018 Income Information for Individuals with Unusual Circumstances form to your verification worksheet if instructed to do so (within the verification worksheet’s workflow).Individuals with Unusual Circumstances
Please attach this Verification of 2018 Income Information for Parent Nontax Filers form to your verification worksheet if instructed to do so (within the verification worksheet’s workflow).Parent Nontax Filers
Please submit this Homeless Verification form if required to, as indicated in your Mountie Hub, or as instructed by our office.Homeless Verification
Please submit one of these Low Income Verification forms only if required to, as indicated in your Mountie Hub (LIBV4N/D — In/Dependent Low Income and Benefit Verification), or as instructed by our office.
Dependent Student
Dependent Student Benefit Verification
Independent Student with Dependents
Independent Benefit Veri. w/ Dependent
Independent student without Dependents
Independent Benefit Veri. w/o Dependent

How to Request IRS Verification of Non-filing Letter (VNF).Follow this hyperlink for a step-by-step list of instructions and a few tips on how to get a non-filing verification letter.

 

PLEASE WRITE YOUR STUDENT ID NUMBER ON YOUR LETTER FROM THE IRS!

IRS Tax Return Transcript

 

  • You may be able to obtain a PDF of your transcript online, or you can order a paper copy to come through the mail through the IRS website.
  • You can link your tax return transcript data to your FAFSA with the IRS Data Retrieval Tool (DRT), which will satisfy the transcript requirement.
  • 1-800-908-9946, to order by phone.
  • IRS Form 4506-T, to fax or mail in.

PLEASE WRITE YOUR STUDENT ID NUMBER ON YOUR IRS TRANSCRIPT!

Como Obtener una Transcripción o Copia de una Declaración de Impuestos del Año Anterior

¡POR FAVOR ESCRIBAN SU NÚMERO DE IDENTIFICACIÓN DE ESTUDIANTE (STUDENT ID) EN SU CARTA DE TRANSCRIPCIÓN DEL IRS (IRS TRANSCRIPTS)!

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Consortial Agreement Forms

 

Individual
Oregon State University
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Code C

SAR Comment Code

Selective Service — 030, 033
Complete the linked “Selective Service Status Information Letter Request and mail it to the Selective Service System (SSS).” Keep a copy and mail it to us with SSS’ response to you, when you get their response.
SSS.gov
Citizenship — 46, 105, 109, 121, 142, 144, 146
Must submit original document.  Faxes and scans will not be accepted.
Identity Affidavit
NSLDS Loan Limits — 254, 255, 256, 260
Under the Department’s regulations at 34 CFR 668.35(d), a student who has inadvertently exceeded annual or aggregate loan limits, and who is not in default on a Title IV loan, may regain Title IV eligibility if the student: (1) repays the excess loan amount in full; or (2) makes satisfactory arrangements to repay the excess amount.

 

(2) Making Satisfactory Repayment Arrangements for the Excess Loan Amount (Reaffirmation)

A student who has inadvertently overborrowed may regain Title IV eligibility by making satisfactory repayment arrangements acceptable to the servicer of the loan. The satisfactory repayment arrangement requirement can be met if the student agrees, in writing, to repay the excess amount according to the terms and conditions of the promissory note that supported the loan. This is called “reaffirmation.”

The reaffirmation process includes the following steps:

    Step 1 – Either the institution or the student contacts the servicer and explains that the student has inadvertently overborrowed and wishes to reaffirm the debt.
    Step 2 – The servicer sends the student a reaffirmation agreement.
    Step 3 – The student reads, signs, and returns to the servicer the reaffirmation agreement.
    Step 4 – The servicer sends the student confirmation that the reaffirmation agreement has been accepted. The student or servicer must provide a copy of the reaffirmation confirmation to the institution.
    Step 5 – The inadvertent overborrowing is considered to have been resolved as of the date the servicer receives the student’s signed reaffirmation agreement.

GEN-13-02

OMB No. 1845-0133
If the above linked reaffirmation agreement does not display properly in your browser, right-click on the button and “Save link as…” before opening the file on your desktop (not in your web browser).
 
EA 2019-07-18
NSLDS Total and Permanent Discharge (TPD) — 282
If your discharge received a final determination of TPD, download Borrower Acknowledgment A.
A
If you are asking for a new loan within three years of your discharge, and that request was received on or after July 1, 2010, download Borrower Acknowledgment B.
B
If your loan was conditionally discharged for a request received prior to July 1, 2010, download Borrower Acknowledgment C.
C
NSLDS Unusual Enrollment History — 359, 360
Unusual Enrollment History (UEH)
UEH Appeal
Additional and Untaxed Income Verification — 400, 401
There is a potential conflict in data transferred by the parent or student from the IRS. A financial aid administrator will review your FAFSA and contact you to submit one of the following, if we need additional information to resolve the conflict.

 

2021-2022

Parent
Student

2020-2021

Parent
Student

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Other Forms

 

Consent to Release Information

FERPA prohibits EOU from giving parents access to student information except with the student’s voluntary, written consent. EOU may release student information to parents only with the written consent of the student – regardless of the student’s age, or whether the student is a legal dependent of the parent, or whether the parent pays the student’s tuition and school expenses. FERPA does not allow us to give information such as grades or GPA over the phone or via e-mail, even to the student.

FERPA Consent
Request for Partial Deferment of Housing/Meal Plan Charges

Eastern Oregon University housing charges are assessed as follows: Fall 40%, Winter 35%, Spring 25%. EOU realizes that this may cause a hardship for students on a fixed monthly budget. Therefore, you have the option of deferring a portion of housing charges for Fall and Winter terms.

Housing Deferment
Request for Student’s Identification Number and Certification

 

W-9S
New or Change to Existing Fee Remission Request

All new fee remissions requests must be submitted for budget and executive approval prior to award offer being made.

New Fee Remission
Post-Baccalaureate Students – Financial Aid Request Form

Post-Baccalaureate students, as described on the Graduate Admissions webpage, who would like to receive federal financial aid will need to fill out the Post Baccalaureate Financial-Aid Eligibility Form on the Registrar’s Office website.

2021 PB FA Eligible
2122 PB FA Eligible

Download FSA Pubs Collection (PDF)

Download myStudentAid App Flyer (PDF)