The 1997-98 Financial Aid Application process has begun. Students applying for financial aid in 1997-98 should have received an application packet in their mailbox or obtained one from 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, 1997 (Your purple WPI Upperclass Application is due March 24, 1997).
REMEMBER: The Office of Financial Aid requires a signed copy of the completed Federal 1996 IRS Tax forms that you and your parent(s) filed, along with copies of all 1996 schedules and W-2 forms. If you or your parent(s) were not required to file a tax return in 1996, 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 1996 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 number listed on this form in addition to all 1996 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 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 1996 Federal return, you must submit a copy of the extension and all 1996 W-2 forms to the Office of Financial Aid.
If you have any questions, please contact the Office of Financial Aid.