Documents And Forms
Check the My Financial Matters section of your My Excelsior account to see which financial aid documents you may be required to complete and submit.
Financial Aid
Payment Plan Brochures
- ECE payment plan options
- CPNE payment plan option
- MS in Nursing Payment Plan Brochure
- Nursing Workshop Payment Plan Brochure
- Undergraduate Payment Plan Brochure
Tax Forms
- IRS Form 1098-T (Tuition Statement)
- Marital and Tax Filing Status Form – Dependent
- Marital and Tax Filing Status Form – Student
- New York State Tuition Assistance (TAP) Study Plan
Other Documentation
- Aid for Part-Time Study Application
- Book Voucher Request Form
- Direct Deposit for Refunds Form
- Direct Loan Physicians Certification
- Dependent Asset Worksheet
- Dependent V1 V5 Household Size Worksheet
- Dependent Non-Tax Filing Verification Worksheet
- Identity and Statement of Educational Purpose Form (2019-2020)
- Identity and Statement of Educational Purpose Form (2018-2019)
- Independent Asset Worksheet
- Independent V1 V5 Household Size Worksheet
- Student Non-Tax Filing Verification Worksheet
- Status Change Form
