Fillable Study Abroad Application And Budget Worksheet printable pdf download

Study Abroad Application

Financial Aid Services

& Budget Worksheet

2016-2017

Name: _________________________________________________________________ SPIRE ID:_____________________________

Last, First Mi

Email Address: __________________________________________________________ Cell Phone #: (

) _______ - __________

Telephone #: (

) _______ - __________

Student’s Signature:______________________________________________________ Date:________________________________

All students participating in an International Exchange Program who wish to receive ﬁ nancial aid, including loans, must submit this application to

Financial Aid Services. Program must be 6 credits or more to be eligible for Federal Loans.

Term(s) you will be on exchange: Fall 2016 Winter 2016-17 Spring 2017 Spring break 2017 Fall 2016 & Spring 2017

UMass Spring 2016 Faculty Led- indicate program you will be participating on:

Belize- Biology

Belize-Larp

South Africa-SOM

Ireland-SOM

Residency (please check one):  In State

 Out of State

 Regional

 UMass Program

 Partner Program (non-UMass)

Type of program (check one):

Country where you will be on exchange: _________________________________________________________________________

Name of Partner Program, if applicable (e.g. ISA, SIT): _____________________________________________________________

Below, please list the estimated expenses for your program and provide documentation to support your estimates. The Financial

Aid Oﬃ ce will use this information to create a “budget” for your program costs. Your total ﬁ nancial aid package, including federal

and alternative loans, cannot exceed your budgeted amount.

Cost of Program – list costs or estimates of costs. All amounts must be in US dollars.

Air Fare:

Please attach air fare receipts or print-outs showing estimated expenses

Ground Transportation:

Please provide estimated in-country travel costs (taxi, bus, train, etc.)

Passport, Visa:

Please provide cost of purchasing passport and visa(s), if applicable

Program Fee:

Please provide program’s cost & attach supporting documentation

Room/Board:

Please provide program’s cost & attach supporting documentation

Health Insurance:

Please provide insurance surcharge costs, if applicable

Other Expenses: (Please itemize)

Along with this sheet be sure to include:

 Copy of letter/email showing acceptance into program

 Receipts or print-outs from the internet showing round-trip air fare costs (actual purchase or estimate)

 Cost of program and room/board on program letterhead or print-out from program website

IMPORTANT NOTES:

 You must ﬁ le a 2016-2017 FAFSA in order to be considered for ﬁ nancial aid in Fall 2016 and/or Spring 2017.

 The Financial Aid Oﬃ ce will use this information to maximize your William D. Ford Federal Direct Loans, where possible.

 Students should consider Parent PLUS Loans or Alternative Loans (visit: ) if additional funds are required.

 Please resolve all “To Do’s” and information requests (posted in SPIRE) before going abroad.

 Students should sign up for Excess Express (SPIRE> Finances> Excess Express Enrollment) in order to receive refunds for any overpayments.

 Students should authorize at least one “ﬁ nancially responsible person” (e.g. parent) using the FERPA Privacy Waiver in SPIRE.

Go to SPIRE> My Personal Info> FERPA Privacy Waiver.

Fax complete form to: 413-545-1700

or email to: fadocs@ﬁ naid.umass.edu

(Attachments must be a standard image ﬁ le, or in one of the following ﬁ le formats: .doc, .docx, .pdf)

*FBUDWO*

Study Abroad Application And Budget Worksheet

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