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Some financial aid forms are available for students to complete and sign electronically. The following information will help in the use of the Dynamic Forms service to securely complete and electronically sign financial aid forms.

Students must have a Knights email address to access Dynamic Forms. First, please create your Knights email account. It may take up to 24 hours after creating your Knights email account for you to be able to access your Dynamic Forms.

UCF students will access Dynamic Forms through their To-Do List on myUCF. After using the link within the To-Do List students will be presented with the UCF Federated Login for Dynamic Form, using the UCF NID and NID password students will log in to the specific Dynamic Form. Any documents (tax transcripts, W2s, etc.) uploaded to Dynamic Forms must be in PDF format.

screenshot of myucf login page

Students should NOT use the general Dynamic Forms login page [https://dynamicforms.ngwebsolutions.com…], as this will result in an Invalid ID or password message:

screenshot of dynamic forms login page with invalid password error

Students Employed On-Campus, including FWS and OPS Employment

Students employed by UCF may have a UCF business email account (@ucf.edu). If so, that will be the email address associated with Dynamic Forms. The email address associated with Dynamic Forms will be listed at the beginning of the form along with the first name, last name and UCFID. All communications from the Dynamic Forms system will be sent to the account pre-filled in the form. Students can confirm their business email address on the personal information section of your myUCF account.

To access your business account visit webmail.ucf.edu. Sign in with your NID and Password.

Submitting Dynamic Forms

Financial aid forms will automatically be submitted to UCF Office of Student Financial Assistance once completed and all electronic signatures have been successfully provided. If a student chooses to not electronically sign the form, the form must be printed and sent along with any other documentation to the financial aid office for processing.

Submitted Dynamic Forms cannot be accessed again for the purpose of making corrections and/or adjustments. All support documentation uploaded must be in PDF format. To convert documents to PDF format students may use options such as Create PDF Files with Your Phone. The maximum PDF file size accepted is 3MB (3000KB). Dynamic Forms and/or supporting documents cannot be submitted as email attachments or faxed.

Rejected Forms: If an error has been made to a submitted dynamic form, 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. Forms and/or support documents should not be submitted as email attachments. Email attachments are not accepted or opened.

Dynamic Forms Dashboard

To view forms that have been completed or are pending completion students should use the Dynamic Forms Dashboard. Students will use their NID and NID password to access the Dynamic Forms Dashboard. Parents should login to Dynamic Forms at dynamicforms.ngwebsolutions.com, using their Dynamic Forms username and password.

 

Pending /Draft Forms: After logging into the Dynamic Forms Dashboard, click on “Pending / Draft Forms” button. The first box listed represents forms the student has outstanding in an incomplete or draft status. The second box represents incomplete or draft documents for a parent or co-signer to complete.

Forms History: After logging into the Dynamic Forms Dashboard, click on the “Forms History” link. A new page will appear listing all completed documents for that account, sorted by date with the most recently completed at the top. Students will be able to also view the completed form by clicking on the link provided.

screenshot of dynamic forms dashboard

Timer

To help protect user information, the Dynamic Forms system will time out after a period of inactivity. Users will notice a timer count in the upper right-hand corner of most Dynamic Forms. It shows the remaining time to complete a form. Users should save their progress if the remaining time is about to expire. Any unsaved information entered at timer’s expiration will be lost.

If your login to dynamic forms has timed out you will end up on the general Dynamic Forms login page, NOT the UCF Dynamic Forms login page, and your UCF log-in credentials will not work. If you attempt to login to this general website it will give you the Invalid ID or Password message below.

Uploading Required Documentation

All support documentation uploaded must be in PDF format.

To convert documents to PDF format students may use options such as Create PDF Files with Your Phone. The maximum PDF file size accepted is 3MB (3000KB). Dynamic Forms and/or supporting documents cannot be submitted as email attachments or faxed. Students and parents, required to submit other documentation (i.e. tax return transcripts or W-2’s) along with the form, will be able to upload these documents (PDF format only) directly in to the Dynamic Form online. Dynamic Forms and/or supporting documents cannot be submitted as email attachments or faxed.

Parent Information and Signatures

If a form requires parental information and/or signatures, the student will be asked to supply a parent email address. The parent will be sent a link to complete the parent section of the form and to sign the form electronically. The first time Dynamic Forms is accessed, the parent will need to create an account. The same email address cannot be used for both the student and the parent. Dynamic Forms require unique email accounts for each participant of a form.

After the parent electronically signs the form it will be sent automatically to our office for processing.

Parent & Participant Accounts

Parents and UCF non-student users, will need to “Create New Account” the first time Dynamic Forms is accessed. Parents should keep log-in and password available for later use as this account will be used to access other forms located in this secure Dynamic Forms environment.

 

Steps to Create an Account (for non-students only)

  1. Click on the “Create New Account” link
  2. Enter all of information requested on the “Create Account” page.
  3. An email will be sent to the email account you specified.
  4. Click on the “Activate Your Account” link in the email. Be sure to check spam folders for email.
  5. You can now click on the link to the form in the original email to complete and e-sign your forms.

Opting Out of Electronic Signature

Dynamic forms users have the option to opt-out of electronic signature. Students and parents can complete a form, print, sign, and submit it along with any required documentation to the Office of Student Financial Assistance. To request a paper version of the form use the Forms Help Request, and select “I need a .PDF version of a form.” Paper forms may be submitted via Dynamic Forms, Document and File Uploader, mail, fax or in-person.

There are several ways documents can be submitted: online Dynamic Forms, SFA file uploader, mail, fax or in person. For more information on Financial Aid forms view the Guidelines for Submitting Documents.

Dynamic Forms FAQs

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.

To convert documents to .PDF format students may use third party products such as PDF2Go, a free desktop tool for converting files to PDF format. Or you can use iScanner, a free mobile tool for converting files to PDF format.

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.

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.

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.

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.

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.

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.

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.

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.

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).

If you have completed your required document(s), please be sure to log out of the system.

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.

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.

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