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Financial   Aid   Forms

The forms below are available in PDF and require Adobe Acrobat Reader to view. Forms must be printed and mailed or faxed to:

Montana Tech
Financial Aid
1300 West Park Street
Butte, MT 59701
financialaid@mtech.edu

Or Fax to: 406-496-4705

2015-2016 Academic Year (July 2015-June 2016 - Including Summer 2015 Session)

Dependent Students

If you are considered a dependent student by Federal Regulations and have been selected for a process called verification, you must complete the dependent verification worksheet below and either do the IRS Data Retrieval update or request a Tax Transcript directly from the IRS for both student and parent. 

Dependent Verification Worksheet 2015-2016

IRS Data Retrieval Tool - Submitting your FAFSA using the IRS Data Retrieval Tool allows you to transfer information directly from the IRS to your FAFSA.  Read these instructions on using the IRS Data Retrieval Tool through FAFSA. or watch this video to learn more about how to use this tool.



You may not be able to use the IRS Data Retrieval Tool due to one of the following reasons.

  1. Tax return fililng status is "Married Filing Separately"
  2. Marital status changed since January 1, 2014
  3. Changes were made to tax questions on the FAFSA after the IRS Data Retrieval has taken place
  4. Filed an amended return
  5. Are required to file, but have been granted a filing extension by the IRS
  6. Filed a Puerto Rican or foreign tax return

If you are unable to use the IRS Data Retrieval Tool, you must submit a Tax Transcript from the IRS to our office.  Most requests are processed within 10 days.  Requesting a Tax Transcript is free of charge.   Read these instructions regarding how to request an IRS Tax Return Transcript.

Instructions for Requesting a W-2

Independent Students

If you are considered an independent student by Federal Regulations and have been selected for a process called verification, you must complete the independent verification worksheet below and either do the IRS Data Retrieval update or request a Tax Transcript directly from the IRS (see instructions below). 

Independent Verification Worksheet 2015-2016

IRS Data Retrieval Tool - Submitting your FAFSA using the IRS Data Retrieval Tool allows you to transfer information directly from the IRS to your FAFSA.  Read these instructions on using the IRS Data Retrieval Tool through FAFSA.  You can also  watch this video to learn more about how to use this tool.

You may not be able to use the IRS Data Retrieval Tool due to one of the following reasons.

  1. Tax return fililng status is "Married Filing Separately"
  2. Marital status changed since January 1, 2014
  3. Changes were made to tax questions on the FAFSA after the IRS Data Retrieval has taken place
  4. Filed an amended return
  5. Are required to file, but have been granted a filing extension by the IRS
  6. Filed a Puerto Rican or foreign tax return

If you are unable to use the IRS Data Retrieval Tool, you must submit a Tax Transcript from the IRS to our office.  Most requests are processed within 10 days.  Requesting a Tax Transcript is free of charge.   Read these instructions regarding how to request an IRS Tax Return Transcript.

Instructions for Requesting a W-2

Other 2015-2016 Forms

Child Support Paid Verification Form

V6 Verification Worksheet - If you are selected for V6 Verification, this worksheet is needed in addition to the regular worksheet.

2014-2015 Forms

Dependent Verification Form

Independent Verification Form

Child Support Paid Form

V6 Household Resources Verification Form

Directions for Using the IRS Data Retrieval for 2013

Directions for Obtaining W-2 Forms from 2013

Directions for Obtaining IRS Tax Transcripts from 2013

Satisfactory Academic Progress for Financial Aid

The following form must be completed if you wish to appeal your financial aid suspension. 
 
 
Financial Aid Satisfactory Academic Progress Appeal Form

Other Forms

Montana University System Indian Fee Waiver Application - Please complete this form for the Montana Indian Student Fee Waiver.

Access Grant Form

Scholarship Appeal