Possible Causes for Financial Aid and Refund Delays
In some cases a hold may be placed on your financial aid account because our office may need additional information or documentation before we can either disburse or award your financial aid. A notification will be sent out via the student's Virginia Tech email address and the requested documentation can be viewed on Hokie SPA or MyVT.
Another instance in which a hold on your account or a delay may happen is because our office has received documentation/information that may have an affect on your financial aid application. Please allow 2-5 business days for us to process this information.
The following are possible requested information and the forms from our office that will satisfy the information request: (More information about each of the forms as well as PDF versions can be accessed on our Complete List of Forms page.)
| Requested Verifying Documentation | Form from the Office of University Scholarships and Financial Aid |
|---|---|
| Student Income Amounts | Untaxed Income Worksheet for Student (and Spouse) |
| Parent Income Amounts | Untaxed Income Worksheet for Parent(s) |
| Number of Individuals in College and Household Number (Independent Students) | Household Worksheet for Independent Students |
| Number of Individuals in College and Household Number (Dependent Students) |
Household Worksheet for Dependent Students |
| Student Exclusions | Exclusion Worksheet for Student (and Spouse) |
| Parent Exclusions | Exclusion Worksheet for Parent(s) |
| Student Assets | Asset Worksheet for Students (and Spouse) |
| Parent Assets | Asset Worksheet for Parent(s) |
| VA Benefits Verification | Veteran's Benefits Verification Form |
| Student Tax Return | Signed Copy of Student Tax Return or Non-Tax File Form |
| Parent Tax Return | Signed Copy of Parent(s) Tax Return or Non-Tax File Form |
| Dependent Student Marital Status for Tax Filing | Parent Marital Status/Tax Filing Worksheet |
| Independent Student Marital Status for Tax Filing | Student Marital Status/Tax Filing Worksheet |
| Student Marital Status | Marital Status Verification Form for Student |
| Parent Marital Status | Marital Status Verification Form for Parent(s) |
| Grade Verification | Grade Level Verification Update Form |
In other cases, our office may request documentation that cannot be verified by one of our forms. Some of these potentially requested documents are listed below with the documents from other sources that will satisfy the information request.
| Requested Verifying Documentation | Forms/Documentation from Another Source |
|---|---|
| Student W-2 | Student/Spouse W-2 Form(s) |
| Parent W-2 | Parent W-2 Form |
| Alien Registration | Verification of Alien Registration - VISA |
| VA Intent to Release | Documentation of Pending Military Release |
| Veterans Match | Document To Verify Veterans Status |
| Student Tax Return | Signed Copy of Student Tax Return or Non-Tax File Form |
| Parent Tax Return | Signed Copy of Parent(s) Tax Return or Non-Tax File Form |
| Social Security Card | Signed Copy of Student Social Security Card |
| Social Security Verification | Social Security Documentation of Benefits |
| Selective Service | Selective Service Registration Documentation |
| Orphan or Court Ward | Parent Death Certificate or Ward of Court Order |
| Name Change | Documentation of Name Discrepancy |
| Student Marriage Certificate | Student Marriage Certificate |
| Drivers License | Copy of Student Driver License |
| Birth Certificate | Copy of Student's Birth Certificate |
| Citizenship / Visa | Proof of Citizenship or VISA status |
| Citizenship | Proof of Citizenship |

