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Financial Aid Forms

Forms and Documentation Submissions Guidelines

The financial aid office’s primary means of communicating important information to students is through their D2L issued email account. Email accounts are established for financial aid students if the financial aid office has received their Federal Student Aid Report (FAFSA results) and the student has been admitted to the college. Students will be responsible for checking their student email on a frequent and consistent basis to remain informed of OCtech communications, as certain communications may be time sensitive. In addition students are expected to follow up on any request for information and/or documentation required for processing of their financial aid.

Include Student’s Name and Student ID on all documents.


Financial Aid Forms by Academic Year

Submitting Tax Information for Verification

Tax Return Information

If you are selected for verification, it is highly recommended that you use the IRS Data Retrieval Tool (IRS DRT) under the financial information section of the FAFSA. However, if you are not able to use the IRS DRT, you may submit a copy of your IRS Tax Return Transcript or Federal Tax Return. When submitting your 2018 IRS Tax Return Transcript or Federal Tax Return, you must also submit copies of all of your tax return schedules (Ex. Schedule A, B, C, D, E, F, H, J, R, SE, and/or 8812) along with other verification forms requested. If submitting a federal tax return, a signature on the tax return is required (handwritten).

IRS Data Retrieval Tool (IRS DRT) For Tax Filers

Ineligible to Use the DRT- Request Transcript for Tax Filers

Non-Filing Tax Letter 

Victims of IRS Tax-Related Identity Theft

Amended IRS Income Tax Returns

Foreign Income Tax Returns

W-2 Information

Satisfactory Academic Progress (SAP) Appeal Forms

Students who are not making satisfactory academic progress (SAP) and are placed on a Financial Aid Suspension are ineligible to receive financial aid. However, if documented, extenuating circumstances (i.e., circumstances beyond the student’s control) contributed to the lack of satisfactory academic progress, the student may request reconsideration by filing an appeal. OCtech’s SAP Standards may be reviewed here.

Spring 2021
To be considered for Spring 2021 financial aid, it is recommended that you submit your appeal and supporting documentation no later than January 5, 2021. Appeal decisions will be emailed to you on or by January 8, 2021. It is your responsibility to check your campus email for the appeal decision. Please note that submitting an appeal application does not automatically guarantee approval. You are responsible for making payment arrangements for charges owed the College regardless of the outcome of your appeal.

SAP Appeal Application Spring 2021