Do NOT submit these forms unless requested in Banner Self-Service.

Verification Forms

Description: Each year the federal government requires schools participating in the distribution of financial aid to verify the consistency and accuracy of data submitted on the Free Application for Federal Student Aid (FAFSA). Students are selected by the Department of Education and not CBU. To complete verification, applicants are asked to submit federal tax documents and/or complete some forms and submit them to the Office of Student Financial Assistance. This form satisfies basic student information concerning family size and the information provided on the FAFSA. Federal and state aid cannot be disbursed until Verification is complete!

Tax Return Transcript / DRT – Parent/Student

If you are a student entering in Fall 2024 or plan to be at CBU for the 2024-2025 academic year, the 2022 tax return/DRT is required.

Description: You have two options for submitting tax information:

  1. Go to
    • Click on Returning User Login
    • Click on Make Corrections
    • Go to the Financial Information section and use the Financial AId Direct Data Exchange for the student and parent (If student is classified as dependent)
    • You must resubmit the FAFSA to complete the process!!!
  2. You may choose to submit official copies of your Tax Return Transcript. This is not the 1040. You can obtain copies of your transcript from the IRS at or via telephone at (800) 829-1040.

Identity/Statement of Educational Purpose

2024-2025 Statement of Educational Purpose & Identity

Description: You must come to the Financial Assistance Office in person and bring a government-issued photo ID such as a driver’s license, military ID or passport.

Terms & Conditions

TSAC Change Form

Description: This form must be filled out to ensure that your Tennessee Student Assistance Award and Hope Lottery Scholarship will come to CBU.

Loan Entrance Interview or Entrance Counseling

Description: Log onto (under the Loans & Grants section) and complete the Entrance Counseling and sign your Master Promissory Note. Your student loans will not disburse until both of these are completed.

If you have any additional requirements listed on either your Document Requirements Letter or on your Bannerweb account, please visit our office so that we can ensure that your aid is disbursed accordingly.

Satisfactory Academic Progress

Disclaimer: Information contained on this site is subject to change without prior notification.