Financial Assistance Forms

If requested to do so by the Office of Financial Assistance, please print out the appropriate form(s) and mail to:

Buena Vista University
Office of Financial Assistance
610 West 4th Street
Storm Lake, IA 50588
Fax: 712.749.1451

To keep your financial information secure, please do not e-mail anything that would include a social security number or tax information belonging to yourself, a parent, or spouse.

To securely upload your documents online, please click below.

Financial Assistance Upload

Office of Financial Assistance Forms

2020-2021

Verification is a way to ensure that the information on the FAFSA is accurate and financial aid is being distributed appropriately and fairly. If you are selected for verification, you may need to submit a copy of your/your parent 2018 Federal Tax Return or Tax Return Transcript(s).

Review of Ability to Contribute-If you don't find an option below that allows you to report anything unusual that affects your family's ability to contribute towards college costs, please contact our office at 800.383.2821 ext. 2164 or email us at finaid@bvu.edu.

If you have any unusual family situation that you feel was not reflected on the 2020-2021 FAFSA, please read below.

  • If you have unusual medical or dental expenses that were paid in 2019, please send a signed letter of explanation including the family member affected, the date the condition occurred and the total amount paid out-of-pocket for the condition. The amount must be substantial, as the federal needs analysis formula does provide an allowance for medical expenses.  DO NOT INCLUDE AMOUNTS THAT WILL BE PAID BY INSURANCE OR AMOUNTS NOT YET PAID BY YOU OR THROUGH INSURANCE PAYMENTS. You must include documentation that reflects the amount you paid out-of-pocket in 2019; we will not proceed without this documentation.
  • Please send a letter of explanation if a parent’s/independent student's 2018 income was higher than 2019 due to such things as:
  1.  Unusual overtime or bonus pay which will/was not received in 2019,
  2.  More than one job in 2018 but not in 2019,
  3.  New employment at a lower pay rate
  4. You must include a copy of parents’/independent student's 2019 tax return and W-2s as documentation. We will not proceed without this documentation.
  • If you (independent student) or a parent (dependent student) is separated, divorced or widowed at the time you are completing the 2020-2021 FAFSA, but that condition was not represented in a 2018 tax return, you should complete the FAFSA using only relevant 2018 income for you, as an independent student, or the parent you live with, as a dependent student, unless that parent or the student has remarried.  You do not need to provide BVU with information about this situation.  Simply complete or correct the FAFSA using the correct 2018 income and use current asset information.  If you or a custodial parent is currently remarried, you will provide both 2018 incomes and current joint asset information on the FAFSA.
  • The appropriate Special Condition Form below (dependent or independent) may be used to reflect changes in marital status, loss of 2020 untaxed or taxable income, or the death of a parent/spouse.

2020-2021

Verification Worksheets (2020-2021)

2019-2020

Verification is a way to ensure that the information on the FAFSA is accurate and financial aid is being distributed appropriately and fairly. If you are selected for verification, you may need to submit a copy of your 2017 Federal Tax Return or Tax Return Transcript(s).

Review of Ability to Contribute

If you have any unusual family situation that you feel was not reflected on the 2019-2020 FAFSA, please read below.

  • If you have unusual medical or dental expenses that were paid in 2018, please send a signed letter of explanation including the family member affected, the date the condition occurred and the total amount paid out-of-pocket for the condition. The amount must be substantial, as the federal needs analysis formula does provide an allowance for medical expenses.  DO NOT INCLUDE AMOUNTS THAT WILL BE PAID BY INSURANCE OR AMOUNTS NOT YET PAID BY YOU OR THROUGH INSURANCE PAYMENTS. You must include documentation that reflects the amount you paid out-of-pocket in 2018; we will not proceed without this documentation.
  • Please send a letter of explanation if a parent’s/independent student's 2017 income was higher than 2018 due to such things as:
  1.  Unusual overtime or bonus pay which will/was not received in 2018,
  2.  More than one job in 2017 but not in 2018,
  3.  New employment at a lower pay rate
  4. You must include a copy of parents’/independent student's 2018 tax return and W-2s as documentation. We will not proceed without this documentation.
  • If you (independent student) or a parent (dependent student) is separated, divorced or widowed at the time you are completing the 2019-2020 FAFSA, but that condition was not represented in a 2017 tax return, you should complete the FAFSA using only relevant 2017 income for you, as an independent student, or the parent you live with, as a dependent student, unless that parent or the student has remarried.  You do not need to provide BVU with information about this situation.  Simply complete or correct the FAFSA using the correct 2017 income and use current asset information.  If you or a custodial parent is currently remarried, you will provide both 2017 incomes and current joint asset information on the FAFSA.
  • The appropriate Special Condition Form below (dependent or independent) may be used to reflect changes in marital status, loss of 2019 untaxed or taxable income, or the death of a parent/spouse.

2019-2020

Verification Worksheets (2019-2020)