Forms and Instructions

Financial Aid Award Information and Instructions

HOW TO RESPOND TO YOUR FINANCIAL AID OFFER
Federal Direct Loan Information Sheet
Conditions of Awards 
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Requesting an IRS Tax Return Transcript
FERPA Release

Verification

Fall 2026 – Spring 2027Fall 2025- Spring 2026
2026-2027 Dependent Verification Worksheet2025-2026 Dependent Verification Worksheet
2026-2027 Independent Verification Worksheet2025-2026 Independent Verification Worksheet
2026-2027 Unusual Enrollment History Form2025-2026 Unusual Enrollment History Form
2026-2027 Identity and Statement of Educational Purpose2025-2026 Identity and Statement of Educational Purpose
***Please ensure that you are selecting the form for the requested aid year.***

Federal Loan Requests & Instructions

Federal Direct Loan Adjustment Request Form
Candidate for Graduation Loan Adjustment Form Addendum {Deadline: November 20, 2025}
Graduate PLUS loan application (Application available on StudentAid.gov for Graduate students ONLY)
Entrance Counseling and Master Promissory Note Instructions (for first-time student borrowers at UMES)
Exit Counseling Instructions (for UMES student borrowers separating or graduating from the university)

Exception Processing Request Forms

Form TypeAid Year
2025-2026 Unaccompanied Homeless Youth Verification FormFall 2025 – Spring 2026
2026-2027 Unaccompanied Homeless Youth Verification FormFall 2026 – Spring 2027
2025-2026 Appeal for Special CircumstancesFall 2025 – Spring 2026
2026-2027 Appeal for Special CircumstancesFall 2026 – Spring 2027
Unusual Circumstances – Request for Dependency OverrideAny
Unsubsidized Loan Only Request FormAny
Financial Aid Cancellation FormAny

Satisfactory Academic Progress

FormDeadline
Spring 2027 SAP Appeal FormTBA
Summer 2027 SAP Appeal FormTBA

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