Checklists and forms for applicants and current students

Including forms for loans, financial aid, student accounts, and student employment.


Financial Aid Forms

For detailed instructions on how to apply, required forms and priority filing dates, go to Apply for Financial Aid. Unless otherwise stated, all forms must be uploaded to IDOC.

Supplemental Financial Aid Forms

These forms are only required if requested by SFS. Unless otherwise stated, all forms must be uploaded to IDOC.

Student Account Forms

  • FERPA Form: Family Educational Rights and Privacy Act: Students designate to whom (such as parents) Wellesley can discuss their student billing
  • Accounts Payable Direct Deposit Form: Form for direct deposit for refunds, travel grants, research grants and expense reimbursements
  • Refund Request Form: Form for requesting refunds - to be direct deposited. Should be emailed or brought to Student Financial Services. Do not upload to IDOC.
  • W-9S: SSN/TIN form for issuance of 1098-T

Student Employment Forms

For each new academic year, jobs will be posted online beginning late August. Current open positions can be found on Handshake.

Required work documents are completed in Workday through your student portal.