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Financial Aid Forms

Admission Office
(440) 826-2222, admission@bw.edu

Financial Aid Office
(440) 826-2108, finaid@bw.edu, (440) 826-8048 (fax)

Office Hours

Academic Year: Monday - Friday, 8:30 a.m. - 5 p.m.
Summer: Monday - Thursday, 8 a.m. - 4:30 p.m.; Friday, 8 a.m. - 12 p.m.
(May 10 - Aug. 6, 2021)

Federal ID Code

BW's Federal ID Code: 003014

Students and families should begin by completing the FAFSA (Free Application for Federal Student Aid). Additional forms may be requested for submission. Below is a comprehensive list of possible financial aid forms that may be requested.

Send completed forms to:

Baldwin Wallace University
Office of Financial Aid
275 Eastland Road
Berea, OH 44017-2088
Fax: (440) 826-8048
Email: finaid@bw.edu

Please review the BW Cyber Security Policy for Form Submission before sending forms.

2020-21 Forms

Forms for current students for the 2020-21 academic year are available on MyBW.

2021-22 Forms

The following are forms for the 2021-22 academic year:

  1. Enrollment Worksheet – This form is for students to notify the BW Financial Aid Office if there is a difference between their actual registered credit hours and the anticipated enrollment reflected on the financial aid offer.
  2. Special Circumstance Review – This form should be completed by students and their families if they’re experiencing a financial situation that is not reflected on the student’s 2021-22 FAFSA.
  3. Verification Worksheet – To be completed by students who have been selected for verification, only if requested. Do not complete this form unless you have been specifically asked to do so by the BW Financial Aid Office. Please note: You can type directly on this form, but it requires a wet signature.
  4. Federal Direct Loan Change Form – This form should be completed by students who have previously accepted the Federal Direct Student Loans offered to them but wish to reduce or cancel the loan(s).
  5. PLUS Denial – Additional Unsub Request Form – Students are able to request an additional Federal Direct Unsubsidized loan if their parent has applied and been denied for the Federal Parent PLUS loan.
  6. Parent PLUS Loan Change Form – This form is to be completed by parents who have already applied for the Federal Parent PLUS loan but wish to change the amount. Please note: Parents must apply for this loan on a yearly basis through the Department of Education and the application will not be available until mid-April.
  7. Grad PLUS Loan Change Form – This form is to be completed by graduate students who have already applied for the Federal Grad PLUS loan but wish to change the amount. Please note: Students must apply for this loan on a yearly basis through the Department of Education and the application will not be available until mid-April.
  8. Transient Financial Aid Consortium Agreement – To be completed by BW students who are enrolled at least half-time at BW and will also be enrolled at another institution. Be sure to submit all required documentation with this form. Requests cannot be processed until all documents have been received.
  9. Scholarship and Special Award Application – This application can be completed by students to determine if they’re eligible for any endowed scholarships.
  10. BW Employee Tuition Remission Application – This application is to be completed by employees of the University who are requesting tuition benefits at BW.
  11. TEACH Grant Request Form – This form is for students interested in receiving a TEACH grant. Visit BW TEACH Grant Policy for details on eligibility.
  12. IRA Rollover Confirmation Form – This form should only be completed if requested.
  13. Grade Level Advance Loan Request – This form is for students who have advanced a grade level after the Fall 2021 semester and would like the BW Financial Aid Office to process their new federal student loan eligibility. This form will be available in December 2021.
  14. SAP Appeal Form - This form is for students who have been notified that they're not meeting Satisfactory Academic Progress (SAP) and need to appeal for financial aid reinstatement.

Have you been asked to submit an IRS Tax Return Transcript to the Financial Aid Office?

There are two ways to provide that information:

  1. Use the IRS Data Retrieval Tool. This is the preferred and recommended method because it is quicker. View step-by-step instructions.
  2. Order your free official tax return transcript from the IRS. 

BW Cyber Security Policy for Form Submission

In an effort to ensure the safety of your personal information, please refrain from sending documents containing your social security number to our office via unsecured email. Instead, use one of the following more secure options: in-office drop off, postal mail, secure fax, or scan the documents and secure them with a password before sending. If you elect to send a password-protected email, please call to provide the Financial Aid office with the password required to open your file.