{"id":7257,"date":"2019-11-04T14:19:36","date_gmt":"2019-11-04T19:19:36","guid":{"rendered":"https:\/\/www.ucf.edu\/financial-aid\/?page_id=7257"},"modified":"2025-06-13T13:08:51","modified_gmt":"2025-06-13T17:08:51","slug":"dynamic-forms","status":"publish","type":"page","link":"https:\/\/www.ucf.edu\/financial-aid\/forms\/dynamic-forms\/","title":{"rendered":"Dynamic Forms"},"content":{"rendered":"
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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.<\/p>\n\t\t\t<\/div>\n\t\t\n\t\t\t

\n\t\t\t\t\nDYNAMIC FORMS HELP Links<\/span>\n

Dynamic Forms User Portal<\/a>
\nForms Help Request<\/a>
\nSigning Tax Documents for Verification <\/a>
\nCreate PDF Files with Your Phone<\/a>
\nValid Signatures on Forms and Taxes<\/a>
\nParent Dynamic Forms Login<\/a>
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Students must have a UCF email address to access Dynamic Forms. It may take up to 24 hours after student applicants are matriculated for your UCF email account to be created for access to Dynamic Forms.
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UCF students will access Dynamic Forms through their To-Do List<\/a> 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.) attached to Dynamic Forms must be in PDF format.<\/p>\n

Students should NOT use the general Dynamic Forms login page [https:\/\/dynamicforms.ngwebsolutions.com\u2026], as this will result in an Invalid ID or password message:<\/p>\n

Students Employed On-Campus, including FWS and OPS Employment<\/h2>\n

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.<\/p>\n

To access your business account visit webmail.ucf.edu<\/a>. Sign in with your NID and Password.<\/p>\n

Submitting Dynamic Forms<\/h2>\n

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.<\/p>\n

Submitted Dynamic Forms cannot be accessed again for the purpose of making corrections and\/or adjustments. All support documentation attached must be in PDF format. <\/strong>Students and parents, required to submit other documentation (i.e. tax return transcripts or W-2\u2019s) along with the form, will be able to attach these documents (PDF format only) directly into the Dynamic Form online. Dynamic Forms and\/or supporting documents cannot be submitted using the Document and File Uploader, mail, fax or in-person.
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To convert documents to PDF format students may use options such as Create PDF Files with Your Phone<\/a>. The maximum PDF file size accepted is 3MB (3000KB). To reduce the file size of the PDF attachments for Dynamic Forms try using  www.adobe.com\/acrobat\/online\/compress-pdf.html. <\/a>
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Rejected Forms\/ Returned for Revision:<\/strong>  If the Office of Student Financial Assistance determines a submitted dynamic form is unacceptable or incomplete, it will be returned for revision. A revision email will be sent to the appropriate dynamic form participant. The student or parent participant must take action on a rejected form, based on the information provided in the revision email. The form must be electronically signed again by all form participants. Dynamic Forms and\/or supporting documents cannot be submitted using the Document and File Uploader, mail, fax or in-person. Email attachments are not accepted nor opened.<\/p>\n

Dynamic Forms Dashboard<\/h2>\n

To view forms that have been completed<\/strong> or are pending completion<\/strong> students should use the Dynamic Forms User Portal<\/a>. Students will use their NID and NID password to access the Dynamic Forms Dashboard. Parents should login to Dynamic Forms at dynamicforms.ngwebsolutions.com<\/a>, using their Dynamic Forms username and password.<\/p>\n\t\t\t

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\nDynamic Forms User Portal\t\t\t<\/a>\n\t\t\n\t\t\t<\/div>\n\t\t\n\t\t\t
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\nDynamic Forms Login\t\t\t<\/a>\n\t\t\n\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\t\t\n

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Pending \/Draft Forms:<\/strong> After logging into the Dynamic Forms Dashboard, click on \u201cPending \/ Draft Forms\u201d 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.<\/p>\n

Forms History:<\/strong> After logging into the Dynamic Forms Dashboard, click on the \u201cForms History\u201d 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.<\/p>\n

Timer<\/h2>\n

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\u2019s expiration will be lost.<\/p>\n

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.<\/p>\n

Attaching Required Documentation<\/h2>\n

All support documentation attached must be in PDF format.<\/strong><\/p>\n

To convert documents to PDF format students may use options such as Create PDF Files with Your Phone<\/a>. The maximum PDF file size accepted is 3MB (3000KB).  To reduce the file size of the PDF attachments for Dynamic Forms try using  www.adobe.com\/acrobat\/online\/compress-pdf.html.<\/a><\/p>\n

Students and parents, required to submit other documentation (i.e. tax return transcripts or W-2\u2019s) along with the form, will be able to attach these documents (PDF format only) <\/strong>directly into the Dynamic Form online. Dynamic Forms and\/or supporting documents cannot be submitted using the Document and File Uploader, mail, fax or in-person.<\/strong><\/p>\n

Parent Information and Signatures<\/h2>\n

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.<\/p>\n

After the parent electronically signs the form it will be sent automatically to our office for processing.<\/p>\n

Parent & Participant Accounts<\/h2>\n

Parents and UCF non-student users, will need to \u201cCreate New Account\u201d 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.<\/p>\n\t\t\t

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\n\t\t\t\t\n\t\t\t\n\t\t\t\tParents:
\nDynamic Forms Login\t\t\t<\/a>\n\t\t\n\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\t\t\n

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Steps to Create an Account (for non-students only)<\/h3>\n
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  1. Click on the \u201cCreate New Account\u201d link<\/li>\n
  2. Enter all of information requested on the \u201cCreate Account\u201d page.<\/li>\n
  3. An email will be sent to the email account you specified.<\/li>\n
  4. Click on the \u201cActivate Your Account\u201d link in the email. Be sure to check spam folders for email.<\/li>\n
  5. You can now click on the link to the form in the original email to complete and e-sign your forms.<\/li>\n<\/ol>\n

    Opting Out of Electronic Signature<\/h2>\n

    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<\/a>, and select \u201cI need a .PDF version of a form.” Paper forms may be submitted via Dynamic Forms, Document and File Uploader, mail, fax or in-person.<\/p>\n

    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.<\/p>\n

    Dynamic Forms FAQs<\/h2>\n\t\t
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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tHow can I verify when I submitted my dynamic form?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    After logging into your Dynamic Forms Dashboard using your NID and NID password, click on the \u201cForms History\u201d 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.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tHow do I convert files (.gif, .jpg, .png, .svg) to .PDF format?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    To convert documents to PDF format students may use options such as Create PDF Files with Your Phone<\/a>.<\/p>\n

    Students may also use third party products such as PDF2Go<\/a>, a free desktop tool for converting files to PDF format.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tHow do I know if\/when my parent has completed their portion of a Dynamic Form?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    After logging into your Dynamic Forms Dashboard using your NID and NID password, and click on the \u201cPending Forms\u201d 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.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tHow do I use Dynamic Forms?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    Students must have a UCF email address to access Dynamic Forms. Please create your UCF email account<\/a> online. It may take up to 24 hours after creating your UCF email account for you to be able to access your Dynamic Forms.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tI misspelled my parent\u2019s name or email address in the Dependent form, how can I this fixed?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    The parent\u2019s name and the parent\u2019s email address are the only items that can be adjusted within a submitted form, before processing. Students should login to the Dynamic Forms Student Dashboard<\/strong><\/a> using their NID and NID password, select Pending\/ Draft Forms<\/strong> then click on Action<\/strong>, then Manage Co-signers<\/strong> next to the form that needs the co-signer\/parent information updated. Here you will be able to edit the parent\u2019s name and\/or email address. You may also re-send the email<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tI received the following error message after using the link in my To Do List: \u201cYour login information is not correct. Please try again.\u201d Why?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    In most cases, you have received this error message because you have an issue with your UCF email address. If you do not have a UCF email account, please create one.<\/a> You MUST have a UCF email address to access Dynamic Forms. Your UCF email address must be created 24 hours before accessing financial aid Dynamic Forms.<\/p>\n

    We suggest using an incognito or private browser when attempting to login to the Dynamic Forms system. Clearing the cache and cookies may also help.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tMy form was rejected\/returned for revision, what do I do now?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    Submitted dynamic forms that are incomplete or missing information (tax documentation or signature on tax documents) will be rejected\/returned for revision by the Office of Student Financial Assistance and a \u201cform rejected\u201d email will be sent. The student or parent must take action on the rejected\/returned for revision form.<\/p>\n

    The rejected\/returned for revision form email outlines the next steps that must be taken by the student or parent. The rejected\/returned for revision form will need to be electronically signed again by each user (student and\/or parent if applicable).<\/p>\n

    Dynamic Forms and\/or supporting documents cannot be submitted as email attachments or faxed<\/strong>.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tThe financial aid forms are not available on the financial aid website. How do I obtain the financial aid forms?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    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.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tI am trying to complete a Dependent form \u2013 why am I being asked to supply contact information for my parent and where is the form?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    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.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tWhy do I have to provide my parent(s) contact information?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    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.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tHow do I make corrections and\/or adjustments to a form that has been electronically signed?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    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). <\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tAfter I complete my form, do I log out?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    If you have completed your required document(s), please be sure to log out of the system.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tI completed a form but it isn\u2019t listed in my forms history. Why?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    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 \u201cpending Forms\u201d 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. <\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t

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    \n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\tI completed the financial aid items on my To-Do List, why is it still listed as initiated?\t\t\t\t\t<\/strong>\n\t\t\t\t<\/a>\n\t\t\t\t
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    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 \u2013 7 business days for the items to be removed from your To-Do List.<\/p>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\tView All FAQs<\/a>\n\t\t\t\n","protected":false},"excerpt":{"rendered":"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.) attached…","protected":false},"author":4,"featured_media":0,"parent":6499,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-7257","page","type-page","status-publish","hentry"],"yoast_head":"\nDynamic Forms | UCF Office of Student Financial Assistance<\/title>\n<meta name=\"description\" content=\"This information will help in the use of the Dynamic Forms service to securely complete and electronically sign financial aid forms.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ucf.edu\/financial-aid\/forms\/dynamic-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dynamic Forms | UCF Office of 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