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Financial Aid Checklist

2015/16 EOP Checklist for Financial Aid

 Below are the forms you will need to provide to the EOP Office for the 2015/16 academic year.

_____1.       Obtain a Personal Identification Number (PIN) for you and your parents at Your PIN allows you to electronically sign the FAFSA, which is significantly faster and more secure than mailing a signature page.  Please note that the Federal PIN will be phased out in April 2015.  Students will then be required to use a Federal Student Aid Identification Number (FSA ID) and password.


_____2.       Proof of filing your Free Application for Federal Student Aid (FAFSA) must be submitted to the Educational Opportunity Program (EOP) Office by March 1, 2015. Proof of filing your FAFSA may consist of one of the following:


  • A copy of your confirmation page, which you would print after you have submitted your FAFSA electronically.
  • A copy of the FAFSA on the Web signature page with the student and parent signature, (if required).
  • A copy of the Student Aid Report that is sent to you electronically, approximately 48 hours after the online submission of the FAFSA application has been completed.


The Financial Aid Office encourages all FAFSA filing to be done electronically at Please note: We encourage both student and parent to sign electronically by using a Personal Identification Number (PIN), which should be obtained before beginning the FAFSA application.  We also encourage the use of the IRS Data Retrieval Process.  Utilizing this process may reduce the number of verification documents requested.  You must wait at least two weeks after completing your taxes before you can use the IRS Data Retrieval.


Please be aware that if a dependency override was done, you may complete your FAFSA online. You will need to check the box on the FAFSA verifying you are unable to provide parental information. You must also complete the Dependency Override Update Form, I12, which you can obtain from the Financial Aid Office or at


_____3.       Federal tax returns should be filed at least two weeks prior to filing the FAFSA if at all possible. This will allow you to use the IRS Data Retrieval Process to complete the financial portions of the FAFSA by indicating “yes” when prompted. However, you should use estimated data on the FAFSA and file before the FAFSA deadline, April 1st, if your taxes will not be filed by this time.  You can always make a correction to your FAFSA to use the IRS Data Retrieval once you and your parent(s) taxes are filed.


_____4.       You will be able to complete the Express TAP Application (ETA) online immediately after completing the FAFSA on the web by clicking the link on the FAFSA website.   If you do not file electronically or you forget to complete the application online, Higher Education Services Corporation (HESC) will send you an e-mail or postcard notifying you to complete the TAP application online. In order to be eligible for TAP, you must be a NYS resident and enrolled full-time status.


_____5.       Other documents may be requested by the Financial Aid Office once the office has received your FAFSA information. Federal Tax Transcripts and W2 forms may be requested of you and/or your parents to verify income information on the FAFSA, or you are selected for verification.


Note: EOP checks will NOT be given to you unless your financial aid file is completed.






Last Updated 11/6/14