Students have the option to submit financial aid documents online using the form below. This service does not replace the existing methods such as walk-in, drop-off, mail or FAX for students to submit documents. The Document & File Upload offers students the convenience of safely and securely uploading documents to our office for review and processing.
Instructions for Uploading Documents
Documents that require a signature must have HANDWRITTEN signatures. We cannot process a document with a signature that is not handwritten.
Make sure the file is in PDF, .jpg, .png, .doc, or .docx format.
Enter the required fields (i.e. first name, last name, UCFID, Email address and brief description of upload file).
Click the “Browse” button. A new window will open. Locate the appropriate PDF, .doc, or .docx file from your computer to upload. Once you have located the appropriate file, click the “Open” button.
At this time, the file name of the document you uploaded should appear next to the “Browse” button.
Once you have successfully selected your file, review the information on the screen. If all of the information on the screen is accurate, click the “Submit” button.
Guidelines for Submitting Documents
These guidelines are provided to insure that documents are processed properly. Prior to mailing, faxing, or hand-delivering documents, follow the next for steps:
Verify all documents are clear, legible and complete.
Use blue or black ink on all correspondence.
Verify that each paper submitted contains the student’s name and UCFID.
Verify that the IRS tax transcript/s are signed.
Documents that require a signature must have HANDWRITTEN signatures.
The Office of Student Financial Assistance does not return submitted documentation.
File name must end with underscore UCFID, example: filename_1234567.xxx
Can I upload all of my required documents in one file using the Document & File Upload tool?
No, it is not recommended. To prevent delays in processing, we recommend that you create one file for each required document. For example, if we are requesting Verification of Student and Parent Tax information, submitting all of these documents as one file may cause delays. The proper way to address this is to have one PDF, .jpg, .png, .doc, or .docx file for the parent tax documents and another separate PDF, .jpg, .png, .doc, or .docx file for the student tax documents.
For more information regarding what documents you will need to satisfy verification requirements, please visit our Verification page.
Do I have to use the Document & File Upload form to submit my documents?
The Document & File Upload service does not replace our existing methods of document submission. Students can still fax, mail or drop off documents to our office. The privacy of student information is important to our office; hence, we want to offer students as many secure options for document submission as possible.
Having trouble viewing the Document & File Upload form?
The Document & File Upload offers students the convenience of safely and securely uploading documents to our office for review & processing. Use this link if you don’t see the form to complete on the original Upload page.
How can I verify when I submitted my dynamic form?
After logging into your Dynamic Forms Dashboard using your NID and NID password, click on the “Forms History” link. A new page will appear listing all the documents you have completed, sorted by date with the most recently completed at the top. You will be able to also view your completed form by clicking on the link provided.
How do I convert files (.gif, .jpg, .png, .svg) to .PDF format?
How do I know if/when my parent has completed their portion of a Dynamic Form?
After logging into your Dynamic Forms Dashboard using your NID and NID password, and click on the “Pending Forms” link. The first box listed represents forms the student has outstanding to complete. The second box represents documents needing to be completed by a parent.
How do I use Dynamic Forms?
Students must have a Knights email address to access Dynamic Forms. Please create your Knights email account online. It may take up to 24 hours after creating your Knights email account for you to be able to access your Dynamic Forms.
I misspelled my parent’s name or email address in the Dependent form, how can I this fixed?
The parent’s name and the parent’s email address are the only items that can be adjusted within a submitted form, before processing. If you have made an error in your parent’s name or email address submit a Forms Help Request. Provide details of the error including the first name, last name, and email address currently on the form, along with the correct information.
I received the following error message after using the link in my To Do List: “Your login information is not correct. Please try again.” Why?
In most cases, you have received this error message because you have an issue with your Knights email address. If you do not have a Knights email account, please create one. You MUST have a Knights email address to access Dynamic Forms.
Your Knights email address must be created 24 hours before accessing financial aid Dynamic Forms.
What documents cannot be uploaded?
The “Proof of U.S. Citizenship” and the “Identity & Statement of Educational Purpose” can utilize the Document & File Upload form.
Students cannot upload the “Proof of U.S. Citizenship”. Students must come into the office with valid proof of U.S. citizenship (i.e. U.S. Passport or Certificate of Naturalization).
Students cannot upload the “Identity & Statement of Educational Purpose” this form must be completed in person along with an Office of Student Financial Assistance staff counselor.
The financial aid forms for 2019-2020 are not available on the financial aid website. How do I obtain the financial aid forms?
Log onto myUCF and review your To-Do List. You will only be able to access forms that the financial aid office is requesting you to complete and submit. Click on the requested form and you will be allowed to complete the online form.
I am trying to complete a Dependent form – why am I being asked to supply contact information for my parent and where is the form?
A dependent form requires information from both the student and the parent(s). The student and parent must complete their respective sections of the form and each sign electronically. You will need to enter the contact information for the parent that will complete and sign the form. The parent completing the form must be the parent who also signed the FAFSA for that aid year.
Why do I have to provide my parent(s) contact information?
Parental information is required for dependent students. Your parent(s) will receive an email with directions that will allow them to complete and electronically sign their part of the dependent form. They will need to create a username and password to complete the form.
My form was rejected, what do I do now?
Submitted dynamic forms that are incomplete or missing information (tax documentation or signature on tax documents) will be rejected by the Office of Student Financial Assistance and a “form rejected” email will be sent. The student or parent must take action on the rejected form.
The rejected form email outlines the next steps that must be taken by the student or parent. The rejected form will need to be electronically signed again by each user (student and/or parent if applicable).
Dynamic Forms and/or supporting documents cannot be submitted as email attachments or faxed.
How do I make corrections and/or adjustments to a form that has been electronically signed?
After a user signs and submits a Dynamic Form, it cannot be accessed again for the purpose of making corrections and/or adjustments. If the submitted dynamic form is incomplete, it will be rejected by the Office of Student Financial Assistance and a form rejected email will be sent. The student or parent must take action on a rejected form, based on the information within the rejected form email. The form will need to be electronically signed again by the user(s).
After I complete my form, do I log out?
If you have completed your required document(s), please be sure to log out of the system.
I completed a form but it isn’t listed in my forms history. Why?
If you do not complete a form in its entirety (through the signature stage) it will not be included in forms history, it will be found within the “pending Forms” section of the Dynamic Forms Dashboard. One way to verify you have completed the form is to look for the automated message after a form is successfully completed that will appear.
What happens once my files are uploaded?
Once you submit your uploaded files, your documents will be processed by our Data Entry team (same process as fax, mail or drop off documents). Upon an initial review of your files, we will remove successfully completed documents from your To-Do List or mark the item as “Received.”
How long before my uploaded document clears from my To-Do List?
Successfully submitted documents will clear from your To-Do list within 10 business days. Note: The verification process can take approximately 8-10 weeks to complete.
I have uploaded my document but it has not cleared from my To-Do List?
If it has been more than 10 business days and your uploaded item has still not cleared from your To-Do List, it is possible that there might have been an error while reviewing your documents. After you have uploaded your documents, please be sure to monitor your Knights email account as well as your myUCF To-Do List. Our office will send you an email notifying you of errors in uploaded files.
What should I do if my document is larger than the maximum size limit (60 MB)?
At this time files cannot exceed 60MB, files larger will need to be broken into smaller files for upload.
What if I accidentally submitted the wrong document?
All submitted forms will go through an initial review process. Any document that is not required for your file will be removed from our system.
Items on your To-Do List?
Visit the Understanding the To-Do List for details on To-Do List items and their status.
- Log in to your myUCF Student Self-Service portal. Click the link that reads “Student Center.” Navigate to the To-Do List on the left side of your student portal.
- On your To-Do List, click the details of one of the “Initiated” items listed. By clicking the details, you will find information on what our office will need to satisfy the item on your To-Do List.
- Click the link included in the details of your To-Do List item. This will open up a new window that lists financial aid forms. Locate the appropriate form.
- Complete the form. Remember, do not skip any questions as blank fields may result in the delay of processing your aid. Also, make sure all required signatures are handwritten as we cannot process a document that does not have a handwritten signature.
- Once the form is complete, you are ready to upload the document. Keep in mind, to upload a document, it must be in PDF, .jpg, .png, .doc, or .docx formats and all pages for that particular document must be saved in one file.
I completed the financial aid items on my To-Do List, why is it still listed as initiated?
Online form submission does not automatically update your To-Do List. After your online form is submitted and reviewed by the financial aid office, your To-Do List will be updated and the item removed. Please allow 5 – 7 business days for the items to be removed from your To-Do List.
Other Ways to Submit Documents
Our fax number is 407-823-5241. Keep in mind most fax machines will not fax both sides of a two-sided document, so please photocopy one side and fax the document as two pages.
Millican Hall, Room 107 (Administration Building)
Note: If the office is closed, please place documents in the drop box outside of the office.
Office of Student Financial Assistance
P.O. Box 160113
Orlando, FL 32816-0113
NOTE: For your protection, please do not e-mail any personally identifiable or sensitive information to our office. Due to the frequency of computer virus concerns, we do not open attachments to e-mails.