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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, emailed or faxed to:

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

Or Fax to: 406-496-4705

2016-2017 Academic Year (July 2016-June 2017 - Including Summer 2016 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 2016-2017

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.



There are a few scenarios in which students and parents are ineligible to use the IRS Data Retrieval Tool, such as:

    • The student/parent is married, and either the student/parent or his/her spouse filed as Married Filing Separately.
    • The student/parent is married, and either the student/parent or his/her spouse filed as Head of Household.
    • The parents’ marital status is “Unmarried and both parents living together.”
    • The student/parent filed a Form 1040X amended tax return. Remember, the Form 1040X is used to correct your original tax return.
    • The student/parent filed a Puerto Rican or foreign tax return.

    Any students or parents who meet the above criteria will need to enter their tax return information manually.

    Additionally, students or parents who filed their tax returns electronically within the last three weeks, or through the mail within the last 11 weeks, might need to enter their tax return information manually or return at a later date to transfer their tax return information into the FAFSA, as their tax return information might not be available for transfer from the IRS.

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 2016-2017

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.

There are a few scenarios in which students and parents are ineligible to use the IRS Data Retrieval Tool, such as:

  • The student/parent is married, and either the student/parent or his/her spouse filed as Married Filing Separately.
  • The student/parent is married, and either the student/parent or his/her spouse filed as Head of Household.
  • The parents’ marital status is “Unmarried and both parents living together.”
  • The student/parent filed a Form 1040X amended tax return. Remember, the Form 1040X is used to correct your original tax return.
  • The student/parent filed a Puerto Rican or foreign tax return.

Any students or parents who meet the above criteria will need to enter their tax return information manually.

Additionally, students or parents who filed their tax returns electronically within the last three weeks, or through the mail within the last 11 weeks, might need to enter their tax return information manually or return at a later date to transfer their tax return information into the FAFSA, as their tax return information might not be available for transfer from the IRS.

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 2016-2017 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.

2015-2016 Academic Year (July 2015-June 2016) Forms

Dependent Verification Worksheet 2015-2016

Independent Verification Worksheet 2015-2016

V6 Verification Worksheet 

Child Support Paid Verification Worksheet

Obtaining Financial Information Instructions

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.

Scholarship Appeal