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.

Supplemental Financial Aid Forms

Please do not submit these forms unless requested by a financial aid counselor. Unless otherwise stated, all forms must be uploaded to IDOC.

Student Account Forms

  • FERPA Form: Family Educational Rights and Privacy Act: Students designate to whom (such as parents) Wellesley can discuss their student billing
  • Accounts Payable Direct Deposit Form: Form for direct deposit for refunds, travel grants, research grants and expense reimbursements
  • Refund Request Form: Form for requesting refunds - to be direct deposited. Should be emailed or brought to Student Financial Services. Do not upload to IDOC.
  • W-9S: SSN/TIN form for issuance of 1098-T

Student Employment Forms

Jobs will be posted online beginning late August. Link to be provided at a later date! Required Work Documents will be completed in Workday. More Info to come!