Financial Aid Checklist

Button-Check-green-32Complete the FAFSA

  • Complete the Free Application for Federal Student Aid (FAFSA) online at
  • The FAFSA becomes available on October 1.
  • Students must complete a FAFSA each academic year.
  • Enter UConn’s Federal School Code, 001417, on the FAFSA for all campuses.
  • The FAFSA must be received by the Federal Processor on or before the on-time FAFSA application deadline.
  • The awarding of most forms of University of Connecticut financial assistance is reserved for applications received and logged in by the federal processor on or before the on time application deadline. Please note that all awards are based upon funds availability.
  • Continuing students who applied for financial aid this past year should have received a FSA ID issued by the U.S. Department of Education. If you and/or your parent need to apply for an FSA ID, go to
  • For further information about completing the FAFSA, click here.

Button-Check-green-32Be accepted in a degree program at UCONN

Students who are enrolled at the University of Connecticut on a non-degree basis are not eligible for financial aid. Exceptions are made for certain Certificate Programs that meet the requirements to be considered eligible for financial aid.

Button-Check-green-32Meet Eligibility Requirements

In order to be considered for financial assistance at the University of Connecticut, you must meet certain eligibility requirements.

Button-Check-green-32Submit Required Forms

If any additional information is required, it will be indicated in the Student Administration System. Once you’ve logged in, click the View Financial Aid link, then choose the appropriate year.

Graduate Enrollment Form
All graduate students applying for financial aid must complete and return the Graduate Enrollment Form each academic year. This form is required to prepare a financial aid package for the student. It is not needed for the summer term.
BGS Program Information Form
All financial aid applicants who are enrolled in the Bachelor of General Studies(BGS) program must complete and return the BGS Program Information Form each academic year. This form is required to prepare a financial aid package for the student.
BGS students enrolled part-time may be considered for Federal Pell Grants (3-5 Credits) and Federal Stafford Loans (6+ credits). Full time (12 credits per semester) BGS students may be considered for all types of need-based aid.

Button-Check-green-32Provide Verification Documents, If Required

Your Student Aid Report (SAR) will indicate whether or not your file has been selected for verification. Approximately 30% of students are selected by the Department of Education to verify the data submitted on the Free Application for Federal Student Aid (FAFSA). Continuing students are awarded financial aid AFTER all requested information is received. For additional information about the verification process, click here.Please be aware that funding is limited and financial aid is awarded based on financial need and in order of application filing date. If the information requested by our office is not submitted early enough, the student may miss an opportunity for financial aid funds that become depleted as the awarding cycle continues.Financial aid packages are based upon many factors, including financial need, available funding, federal and state regulations, and UConn policies. However, there are ways you can help yourself get access to the most aid possible.In Order to Maximize Your Financial Aid:

  • File your FAFSA each year before UConn’s March 1st deadline. If needed, use estimated income/asset information in order to meet the deadline.
  • If your FAFSA is selected for verification, immediately submit all requested documentation to our office for review.
  • Complete your income tax returns as quickly as possible. File electronically.
  • Use the IRS Data Retrieval tool if possible when submitting or updating your FAFSA. Information for tax returns submitted online may be available for IRS Data Retrieval within 2 weeks.
  • Be sure all documents you submit to our office are completed in full and signed.
  • Be sure your name and Student ID number are on all pages you submit.
  • Keep legible copies of all information you submit, and record the date and time you sent in the documents.
  • Submit documents by secure fax to (860) 486-6629.
  • If you need a federal tax return transcript, request one directly from the IRS online, call 1-800-908-9946, or complete and mail Form 4506-T, Request for Transcript of Tax Return, selecting the “Return Transcript” option.
  • Check your personal email account frequently. All requests for information and changes to your financial aid package will be communicated via your email account.
  • Regularly check your financial aid status through the Student Administration System.

Avoid These Common Mistakes:

  • Forgetting to complete your FAFSA by UConn’s on-time FAFSA deadline will result in a “late” application. Some forms of aid require “on-time” applications.
  • Don’t forget to sign the online FAFSA with your FSA ID. (Parents too!)
  • Assuming you’ve submitted your FAFSA without double-checking is risky. Ensure that your FAFSA has been submitted successfully via the confirmation page.
  • Once you receive the link to your Student Aid Report, verify that the information is correct and check your EFC.
  • Delays in submitting verification documents can be costly, because many forms of aid have limited funding. If the information requested by our office is not submitted early enough, the student may miss an opportunity for financial aid funds that become depleted as the awarding cycle continues.
  • Signed federal tax returns are no longer accepted forms of documentation for verification beginning with the 2012-2013 school year. If directed to provide documentation of tax return information, students and parents should utilize the IRS Data Retrieval tool to update the FAFSA – OR- submit official IRS tax return transcripts to our office.
  • If you submit incomplete or illegible documents, they will be returned to you with a request for acceptable forms. This will cause delays in processing your aid.
  • Sending copies of forms with information covered up by another form will result in a request for a legible form. This will cause delays in processing your aid as well.
  • Submitting documentation not requested by the Office of Student Financial Aid Services may result in delays in processing your application for aid.
  • Forgetting to sign your required forms will also cause delays.

Submitting Forms Or Documentation To Our Office

To facilitate quicker processing of required documentation, we encourage students and their families to submit all documents to the Office of Student Financial Aid Services via fax. If a fax machine is not available for your use, required documents may be delivered to the Wilbur Cross Student Services Center, or sent to our office via standard mail. When submitting documentation, please follow these simple guidelines.

Button-Check-green-32Access and Review your Financial Aid

Financial aid information is available to students 24 hours a day via the Student Administration System. To access your information, go to and login with your Student ID and password. Students will access the View Financial Aid link within the Student Administration System to complete the following financial aid tasks:

  • Review and/or complete required documentation
  • Review and/or update student enrollment status
  • Accept or decline financial aid awards
  • Report any outside resources of financial aid (i.e., scholarships, etc.)
  • Review revised financial aid awards
  • Complete required loan documents

To secure your financial aid awards, you need to complete steps 1-6 on the Financial Aid Action Page.

Button-Check-green-32Check Your Email Account Frequently

Correspondence for students is sent to the student’s personal email account. After matriculation correspondence will be sent to your UConn email address at This email account is the University’s official means of communication with students. You are responsible for checking your University email account frequently for information about your financial aid package. Emails from our office may include requests for missing or corrected information.

Button-Check-green-32Complete Loan Processing Requirements

After accepting a loan, you may be required to complete additional documentation for loan processing. This documentation includes the following:

  • Federal Direct Stafford Loan Master Promissory Note – First-Time Federal Dierct Stafford Loan borrowers
  • Federal Stafford Loan Entrance Counseling – First-Time Stafford Loan borrowers at UConn only

Button-Check-green-32Meet enrollment status requirements

To be considered for most forms of aid, students must be enrolled full time. Additional information regarding enrollment status requirements is available here.

Button-Check-green-32Pay the remaining balance of your Fee Bill

You must make arrangements to pay the balance of your Fee Bill. All costs that are not covered by your financial aid package must be paid by these deadlines:

  • Fall Semester – August 1
  • Spring Semester – January 8

See for more information.

Button-Check-green-32Complete the Title IV Waiver

Charges such as parking, health services or balances from previous semesters cannot be paid by Federal Title IV funds (Financial Aid) without your express authorization. Submitting the Title IV waiver via the Student Administration System indicates that you authorize these charges to be paid from your financial aid.

Button-Check-green-32Additional Information

  • For information concerning Alternative Loans, click here.
  • For forms that may be necessary for your application process, click here.
  • Click here for additional information on disbursement requirements.
  • Click here for information concerning scholarships.
  • If you need further assistance, please contact our office.

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