Educational income and expense form 2026

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  1. Click ‘Get Form’ to open the educational income and expense form in the editor.
  2. In Part A, fill in your personal details including your name, date of birth, and agency ID. Sign the authorization to allow your school to share information.
  3. Submit Part A to your school's Financial Aid Office for completion of Part B.
  4. In Part B, the school will check your enrollment status and list any direct expenses such as tuition and fees. Ensure all relevant expenses are accurately recorded.
  5. The school should also detail any non-Title IV financial aid awards and indicate if you are participating in a federal work-study program.
  6. Finally, ensure that both you and the Financial Aid Office sign and date the form before submission.

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