Checklists and forms for applicants and current students

Including forms for loans, financial aid, student accounts, and student employment.

Financial Aid Forms

For detailed instructions on how to apply, required forms and priority filing dates, go to Apply for Financial Aid. Unless otherwise stated, all forms must be uploaded to IDOC. Access to IDOC occurs upon completion of the CSS Profile. While IDOC will provide a list of generally required forms, your Wellesley portal has the most accurate outstanding requirements. Technical assistance with uploading forms is available through IDOC.

Supplemental Financial Aid Forms

These forms are only required if requested by SFS. Unless otherwise stated, all forms must be uploaded to IDOC.

Student Account Forms

  • Refund Request Form - Updated Form! Please Review! You must be signed into MyWellesley portal for access.
  • W-9S: SSN/TIN form for issuance of 1098-T