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Office of Student Financial Planning

Financial Planning Forms

2018 – 2019 School Year Forms

For your protection and the security of your personal and financial information please do NOT email these forms to our office. All requested and required forms can be returned to our office via secured fax at 336-841-4649, US postal mail (address below) or in person to Room 100 on the first floor of Roberts Hall.

*Please note that all forms open best in Adobe, if you need to download Adobe DC and open the PDF in that please click here https://get.adobe.com/reader/

2018-2019 Federal Direct Student Loan Form (to print & complete)

If you were awarded the NC Need-Based Scholarship, then you will need to log on to the State of North Carolina Residency Determination System (RDS) website at ncresidency.cfnc.org/residencyInfo/home to complete the questionnaire to determine your NC residency status. You will not receive your NC Need-Based Scholarship money until this step has been completed and your eligibility for the grant has been verified. Once you complete the RDS process and are determined to be a NC resident, this step only needs to be complete once and does not need to be repeated annually as long as the student remains continuously enrolled at High Point University.

Verification Forms:

2018-2019 Verification Worksheet – Group 1

2018-2019 Verification Worksheet – Group 4

2018-2019 Verification Worksheet – Group 5

 

Form 4506T-EZ – to complete and fax into the IRS to request tax return transcript(s) as needed

Form 4506-T – to complete and fax into the IRS to request verification of non-filing letter(s) as needed

 

Please Note: For Verification Worksheets the “Family Information” section must include all members of the student’s household. Also forms must be signed by both the student and parent or spouse as applicable. Incomplete forms will not be processed and will be sent back. No federal financial aid can be awarded until the verification process has been completed.

Additional Forms if requested by High Point University:

2018-2019 HPU Income & Resource Clarification Worksheet

2018-2019 HPU Household Size Verification Form

 

Please Note:  For your protection and the security of your personal and financial information please do NOT email these forms to our office. All requested and required forms can be returned to our office via secured fax at 336-841-4649, US postal mail (address below) or in person to Room 100 on the first floor of Roberts Hall.

Main Office: Suite 100, Roberts Hall
Mailing Address:
High Point University
Student Financial Planning

Drawer #49
One University Parkway
High Point, NC  27268

 

2018-2019 Worksheet to Determine Balance Due for Undergraduates

CONTACT THE OFFICE OF FINANCIAL PLANNING

Our main office is located in Suite 100 of Roberts Hall.

Phone: (336) 841-9124
Fax: (336) 841-4649
Email: finplan@highpoint.edu
FAFSA/Title IV School code: 002933