Financial Aid Forms

Dependent Verification WorksheetsIf you are a dependent student and have been selected for verification you are required to complete one of the following  forms and submit it with the appropriate documentation to the Financial Aid Office (FAO).  Please contact the FAO if you do not know which worksheet you need to complete and submit.

Independent Verification WorksheetsIf you are a student who is considered an independent student on the FAFSA please contact the Financial Aid Office for the appropriate forms.

Outside Scholarships (PDF)
FIRST YEAR students should complete this form and submit it to the Financial Aid Office if they anticipate receiving scholarships or grants from sources other than Wartburg College.

Parent Loan for Undergraduate Students (PLUS) Request (DOC)
This form should be completed and submitted by parents who are interested in funding their student’s education through this federally sponsored loan program. Please contact the Financial Aid Office for additional information.

Special Circumstance for Reduced Income Form (PDF)
Sometimes families experience extenuating circumstances that merit basing financial aid eligibility on their expected income. This is usually due to a loss of job, loss of untaxed income or benefits, death, or separation and divorce. Complete this form if such an extenuating circumstance has occurred.

Special Circumstance Due to Unusual Financial Condition Form (PDF)
Sometimes families experience unusual financial conditions that require review. This could be due to unusually high medical expenses, loss of untaxed income or benefits, a one-time exceptional increase in income, etc. Complete this form if such an extenuating circumstance has occurred.

Financial Aid Policies

Funds and Eligibility
Most financial aid funds come from the federal government, the State of Iowa, Wartburg College and private donors. Each aid program has specific eligibility requirements. In general, all students must meet the following requirements to receive financial assistance through Wartburg College.

• Be enrolled on a full-time basis-a minimum of three course credits each fall term and winter term.
• Be a U.S. citizen or eligible non-citizen for federal assistance.
• Be admitted to Wartburg as a degree seeking student.
• Maintain satisfactory academic progress.
• Meet eligibility requirements for each of the aid programs accepted.
• Not be in default on any educational loan or owe a refund for a grant.
• Demonstrate financial need or meet special scholarship requirements.

The financial aid award is subject to the availability of expected federal and state funds. Institutional grants and scholarships require full time enrollment and must be applied toward tuition for a maximum of eight terms.  Renewal of institutional grants and scholarships for transfers is pro-rated based upon class status upon enrollment.

Notification of Award:
We accept applications throughout the year, giving priority consideration to students who apply before March 1. Given that families can complete the FAFSA as soon as October 1 for the next academic year, prospective students who complete the FAFSA by November 1 will receive notification of their financial aid award no later than December 31. Existing Wartburg students are encouraged to complete their FAFSA by March 1 and will be notified of their awards beginning in April. Current Wartburg students can check for any missing documents or the status of their award by accessing Net Partner

Awarding Aid Criteria:
Institutional merit scholarships are awarded based on a prospective student’s academics.  For a first year student, this includes the most recent high school grade point average (GPA), class rank, and ACT or PSAT score.  A transfer student is evaluated based on his/her most recent GPA from the college or university he/she is currently attending.Secondly, a student is awarded based on his or her financial need according to the results of the Free Application for Federal Student Aid (FAFSA).  These results are used to calculate and award federal, state and institutional need based grants and loans.

Verification Policy

Definition: Confirming the accuracy of information entered by a student on the FAFSA by requesting documentation from the student as required by the federal government.  According to federal regulations, the following items must be verified.

  1. Household Size
  2. Number in College
  3. Adjusted Gross Income (AGI)
  4. US (federal) taxes paid
  5. Certain types of untaxed income and benefits

One third of all students submitting a Free Application for Federal Student Aid (FAFSA) are selected at random for verification.  An institution of higher learning is required to verify any FAFSA selected by the processor.  If selected, you will be notified by the processor after submitting the FAFSA.  Prospective students are further notified by the Wartburg Financial Aid Office (FAO) with instructions for completing the process when they register to attend the Student Orientation, Advising and Registration (SOAR) day. Returning students will be notified by an email from the FAO.  The FAO will not prepare an award package for a returning student until the verification process is complete. Wartburg verifies the above information with the collection of the following documents. 

  1. Verification Worksheet – students will need to download and print the appropriate worksheet from the list found onlineIf you are an independent student please contact the Financial Aid Office.
  2. Parent IRS Tax Return Transcript for the appropriate tax year.
  3. Student IRS Tax Return Transcript for the appropriate tax year.
  4. Copy of all parent and student W-2 forms for the appropriate tax year

No federal or state financial aid can be distributed to the student’s account until the process is complete.  The above required documents can be sent by postal mail or fax. 

Wartburg College Financial Aid
100 Wartburg Blvd.
Waverly, IA  50677
Fax # 319-352-8247

After completion of the verification process the student will be notified by email of any changes that are made to their FAFSA information and previously awarded financial aid.

Return of Title IV Funds/Institutional Refund Policy

The following addresses refund and repayment of aid received by students who cease to be enrolled prior to the end of a payment period. This policy is effective only if the student completely withdraws from all classes.  (An exception is if the student withdraws during a payment period which is made up of modules and communicates in writing that he/she will return for a later module within that same payment period.  Wartburg College’s (WC) winter and May term are a payment period with two modules.)The withdrawal date for the calculation of the return of Title IV funds, state funds (if applicable) and institutional aid is based on the following:

  • The last date of attendance at an academic related activity, or
  • The date the student officially notifies the institution of his/her intent to withdraw, or
  • The date determined by Wartburg as the administrative withdrawal date, if the student has left without notifying the College, based on a determination of the last academically-related activity, or
  • If none of the above three situations apply then the midpoint of the enrollment period for students who leave without notifying the institution (an unofficial withdrawal).

Earned Federal Aid Calculation
When a recipient of title IV grant or loan assistance withdraws from WC during a payment period in which the recipient began attendance, WC will determine the amount of title IV grant and/or loan assistance that the student earned as of the student’s withdrawal date.  The amount of federal financial aid that is considered “earned” is pro-rated according to the percentage of the payment period completed. Once a student has completed 60 percent of the payment period, 100% of the student’s federal financial aid assistance has been earned.  Since the institutional and state calculation is handled differently than the federal calculation during the Winter/May term enrollment period, the 60% point of the payment period will be different for each type of aid.

Return of Funds Allocation
Federal financial aid funds are returned In accordance with Federal regulations, in the following order if applicable:

  • Federal Direct Unsubsidized Stafford Loan
  • Federal Direct Subsidized Stafford Loan
  • Federal Perkins Loan
  • Federal PLUS (Parent) Loan
  • Federal Pell Grant
  • Federal SEOG
  • Federal TEACH Grant
  • Iraq and Afghanistan Service Grant

Funds received from the state (if applicable) and the institution are also returned based on the percentage of the enrollment period completed.

Pro-rated Institutional Charges
When a student withdraws, the Business Office completes a calculation to determine the student’s pro-rated charges.  Tuition charges are pro-rated using the percentage of the payment period completed.  Certain fees are not pro-rated. Room and board charges are pro-rated based on the day the student terminates their board plan and officially checks out of his/her residence hall. View entire Return of Title IV Funds/Institutional Refund Policy (PDF)

Withdrawal from the College
A student who plans to leave the college after the start of a new term and not return the following term must fully withdraw. The withdrawal process begins in the Enrollment Management Office. This ensures correct reimbursement, proper recording of the student’s grades, clearance of encumbrances against the student’s record, and adjustments to financial aid. Withdrawing before the end of the term may impact the student’s bill and financial aid. Students who withdraw and decide to return may re-enroll as a returning student by contacting the Enrollment Management Office, provided they have not enrolled at another college or university. A student who has enrolled at another college must go through the Admissions Office to reapply.