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

• Federal Financial Aid Consortium Agreement Form
• Financial Aid Shopping Sheet

Tax Forms

• IRS Form 1098-T (Tuition Statement)
• 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
• Identity and Statement of Educational Purpose Form (2019-2020)