Department of Education Internal Revenue Service (IRS) NYS Higher Education Services Corporation (HESC) 2023-2024 Academic Year PELL Award Chart PELL Declination Form Proof of Separation Clarification of Status Form Low Income Form Net Worth Assets Form 2022-2023 Academic Year 2022-2023 PELL Award Chart Clarification of Status Form PELL Declination Form Low Income Form Net Worth Assets Form Proof of Separation Request IRS Transcript Direct Loan Instructions Direct Loan Application Direct Loan Change Form Unusual Enrollment History Direct Loan Unsubsidized Loan Request for Dependent Students without Parental Data Additional Forms Requesting IRS Transcripts Department of Education Direct Loan Basics for Students A simple, convenient, flexible way to finance your education. How can Direct LoansSM help me go to college or a career school? What kinds of Direct Loans are available? What are the eligibility requirements? Entrance Counseling Guide for Direct Loan Borrowers This guide provides a general overview of information that you will need to successfully repay the Direct Loans that you are receiving to help pay for your college costs. For more detailed information about a specific topic, see the Master Promissory Note for your loan or your copy of the Borrower’s Rights and Responsibilities Statement Exit Counseling Guide for Direct Loan Borrowers This guide provides a general overview of information that you will need to successfully repay the Direct Subsidized, Direct Unsubsidized, and Direct PLUS Loans that you’ve received to help pay for your college costs. For more detailed information about any of the topics covered in this guide, see your Master Promissory Note or your copy of the Borrower’s Rights and Responsibilities Statement. Internal Revenue Service (IRS) 4506-T Request for Transcript of Tax Return WHO SHOULD FILE THIS FORM: Use Form 4506-T to order a transcript or other return information free of charge. You can also call 1-800-908-9946 to order a transcript. 5305-EA Coverdell Education Savings Custodial Account WHO SHOULD FILE THIS FORM: Form 5305-EA is a model custodial account agreement that meets the requirements of section 530(b)(1) and has been pre-approved by the IRS. A Coverdell education savings account (ESA) is established after the form is fully executed by both the depositor and the custodian. 8822 Change of Address WHO SHOULD FILE THIS FORM: You may use Form 8822 to notify the Internal Revenue Service if you changed your home or business mailing address or your business location. W-9S Request for Student’s or Borrower’s Taxpayer Identification Number and Certification WHO SHOULD FILE THIS FORM: An eligible educational institution, such as a college or university, or a lender of a student loan must get your correct taxpayer identification number (TIN) to file certain information returns with the IRS and to furnish a statement to you. NYS Higher Education Services Corporation New York State Residence Review Questionnaire This form is used by HESC to request additional information about your residency in New York State. Print the questionnaire, fill it out, and mail it back to HESC for processing.