Financial aid for the 2001-2002 academic year

The 2001-2002 Financial Aid Application process has begun. Undergraduate students who are currently receiving financial aid for the 2000-2001 academic year who wish to apply for financial aid in 2001-2002 should have received an application packet in their WPI mailbox. If you did not receive one or you are not currently receiving financial aid but wish to apply for financial aid for the 2001-2002 academic year, please stop by the Office of Financial Aid.

Follow all instructions in the packet to ensure that all components of your application are timely and complete by May 1, 2001 (Your light blue WPI Upperclass Application is due March 20, 2001).

Remember: The Office of Financial Aid requires a signed copy of the completed Federal 2000 IRS Tax forms that you and your parent(s) filed, along with copies of all 2000 schedules and W-2 forms. If you or your parent(s) were not required to file a tax return in 2000, the non-filer must submit to the Office of Financial Aid a signed statement documenting this fact and the reason for not filing. If the non-filer has 2000 W-2 forms, he/she must submit these to our office along with the non-filer statement.

If you or your parent(s) filed a 1040-EZ by TELEFILE, which is the Federal tax-filing process by telephone, you must submit to our office a copy of your "signed" TELEFILE Worksheet with the confirmation # listed on this form in addition to all 2000 W-2 forms.

If you did not keep your TELEFILE Worksheet, then you must contact the IRS at the following number and request an AGI Letter: 1-800-829-1040.

When you call the IRS to request the AGI Letter, you must provide your SS#, name, address, and phone number. The AGI Letter, which you will receive about four weeks from request, itemizes your official adjusted gross income, taxes paid, any earned income credit, and refund amount, all of which the Office of Financial Aid requires to verify your eligibility. We suggest you retain a copy of the AGI Letter before submitting it to the Office of Financial Aid.

While waiting for the IRS to send you the AGI Letter, you must submit to the WPI Office of Financial Aid a copy of all 2000 W-2 forms. The Office of Financial Aid must have these forms of documentation in addition to your AGI Letter before we can review your aid application.

Please note: If you or your parents have filed for an extension on the 2000 Federal return, you must submit a copy of the extension and all 2000 W-2 forms to the Office of Financial Aid.

If you have any questions, please contact the Office of Financial Aid.

Attention WPI graduate students:

If you plan to apply for financial aid for the 2001-2002 academic year, please stop by the Office of Financial Aid to pick up your Graduate Application. If you have any questions, please contact our office at 831-5469 or send an email to Mike DiRuzza at mdiruzza@wpi.edu.