Financial Aid: READ THIS PART FIRST

These are the general steps in the financial aid application and disbursement process:  Complete a 2016–17 FAFSA electronically at www.fafsa.ed.gov (available after January 1, 2016). 

You must use the Institute’s federal code, E00014. (Note: the Institute is listed as ART/MXAT Institute for Advanced Theatre Training at Harvard University.) DO NOT USE Harvard University OR the Graduate School of Arts & Sciences – we will not receive your information)

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We strongly encourage you to use the IRS Data Retrieval tool. Not using the IRS Data Retrieval tool if you are eligible to so do may cause us to require additional documentation and may generate delays in processing your application.

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If your IRS Data is not yet available, you may file the FAFSA using your best estimates, but you should file a correction FAFSA later requesting the IRS Data Match corrections.

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Do not send the Institute a copy of your tax return unless we specifically request it.

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You may be asked to submit additional supporting documentation (for example, a tax transcript, proof of citizenship, confirmation of number in household, etc.) before your application is considered complete. The Financial Aid Officer will contact you if additional documentation is required.

 Complete and submit the following documents (attached): 

I: ART/MXAT Institute Application for Financial Aid: 2016-17

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II: Applicant Consent for Credit Inquiry

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III: Federal Title IV Waiver

Your application will not be considered complete unless all three are complete and submitted. Please contact the Institute if you have any questions about any of these documents. 

In order to give the neediest students the greatest possible access to the limited grants available, students must borrow at least $10,000 per academic year to be considered for grant, regardless of the program for which you are applying.

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When you receive a financial aid award letter indicating the amount and type(s) of aid for which you are eligible, you should sign and return a copy of the award letter, indicating the acceptance or rejection of each type of aid.

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Students borrowing federal student loans must complete the required entrance counseling. This is required for disbursement. The Financial Aid Officer will send you instructions.

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Students borrowing a federal student loan must sign a master promissory note for each loan program. This is required for disbursement. The Financial Aid Officer will send you instructions.

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Once your enrollment is confirmed and the disbursement requirements are met, financial aid funds will be credited to your student account. If the financial aid is less than your charges, you are responsible for paying the difference.

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If the financial aid is greater than your charges, we will issue and distribute to you a refund check for the difference.

I: ART/MXAT Institute Application for Financial Aid: 2016-2017 (Please type or print clearly)

ON-TIME DEADLINE: February 1, 2016 1. Name: ___________________________________________ Date of birth: _______________ Last, First, Middle initial MM/DD/YYYY

2. Social security # __________________ Harvard ID number (if applicable):_______________

3. Current mailing address: ______________________________________________________________________________ Street City State ZIP code E-mail address:______________________________________________________________ Telephone (___) ______________ (____) _________________ (____) __________________ Home Work Cell 4. Check your citizenship status: ❑U.S. Citizen ❑Permanent Resident ❑Other _____________________

5. Check the Institute program to which you are applying: ❑Acting ❑Dramaturgy ❑Voice 5(a). Are you applying for grant aid or only FWS? ❑ Grant ❑ Work Study (Dramaturgy students should discuss this with the program director) ❑ Both

6. Household Information: List here the members of your household for the 2016-17 academic year. Include yourself, your spouse (if you have one), and any dependents for whom you will be providing at least of the support in 2016-17. Full Name ________________ ________________ ________________ ________________

Age ___ ___ ___ ___

Relationship _____________ _____________ _____________ _____________

If in School during 2016-17, list the school __________________________________ __________________________________ __________________________________ __________________________________

7. Expected Income: If your or any member of your household expects to receive any of the following during 2016-17, please list and describe it below:  income from work (do NOT include WORK-STUDY wages or TA Fellowship income),  dividend income,  unemployment compensation,  child support,  social security benefits,  AFDC/Welfare benefits,  other income not listed here Source and recipient of the income ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________

Amount __________ __________ __________ __________ __________

8. 2015 Financial Information: If you did and will not file a federal tax return for 2015, you MUST provide the following information: Income from Work: _________________________ Interest Income:____________________________ Unemployment Compensation: ________________ Child Support Received: ______________________ SSI Benefits: _______________________________ AFDC/Welfare: _____________________________ Other: _____________________________________

9. List all financial assistance you will receive for the 2016-17 academic year from the following sources. Fall Spring VA Benefits: ___________________________________________. $__________ $__________ Outside Award: ________________________________________ . $__________ $__________ Private student loan – Lender: ____________________________ . .$__________ $__________ Assistance from family: __________________________________ . $__________ $__________ Assistance from others: __________________________________ . $__________ $__________

10. Prior Educational Debt: If you have prior educational debt, please itemize below. For a complete list of your FEDERAL loan debt, go to www.nslds.ed.gov Perkins Loan: _______________ Direct/FFELP Stafford: _______________ Direct GradPLUS Loan: _______________ Alternative Loans: _______________ Other (describe): ______________________________ Amt: _______________ Other (describe): ______________________________ Amt: _______________

11. Student Assets: Please provide the requested information for any of the following assets in your name: Home Value: _____________________ Purchase Price: ____________________

Home Debt: _______________________ Purchase Year: __________

Other RE Value: ___________________ Purchase Price: ____________________

Other RE Debt: _______________________ Purchase Year: __________

Investment Value:__________________

Investment Debt: ____________________

Business Value: _____________________ Business Debt: _______________________ Trust portfolio value: ________________________________ Retirement portfolio value: ____________________________

12. Student Consumer Debt: Please list here your current consumer debt Credit Cards (total): _______________ Automotive Loans: _______________ Other (describe): ______________________________ Amt: _______________ Other (describe): ______________________________ Amt: _______________

Please Note: Your Financial Aid Application will not be considered complete unless you read and complete the statement below: I affirm that I will use the funds I receive under the Federal Work Study, Federal Perkins Loan and Federal Direct Stafford / Grad PLUS Loan programs solely for the expenses related to attendance at Harvard University. I understand that I am responsible for repaying any funds I receive that cannot be reasonably attributed to meeting my educational expenses at Harvard University. I further understand that the amount of my repayment is based on regulations published by the US Department of Education. I am not in default on a Federal Student Loan and I do not owe a refund on a Pell Grant or other Title IV program. To the best of my knowledge the information provided in this application is true and accurate. I understand that I am responsible for updating my financial aid application information if there are changes during the course of the academic year. Student’s signature___________________________________________ Date ______________

II. Consent to Obtain Credit Report I consent to the U.S. Department of Education and its agents obtaining a report of my credit record and using the information from that report in determining whether to make a Direct PLUS Loan to me. I understand that I will be notified in writing of the results of the credit check with respect to my loan application. ___________________________

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Social Security Number

Date of Birth (MM/DD/YYYY)

_______________________________ _______________________________ ____________ Last Name First Name M.I. ________________________________________________________________________________ Street

_______________________________ _______________________________ _________________ City State ZIP

______________________________________________ Phone Number

______________________________________________ Signature of Borrower

_______________________________ Today’s Date

Privacy Act Disclosure Notice The Privacy Act of 1974 (5 U.S.C.552a) requires that the following notice be provided to you. The authority for collecting the information on this form is §451 et seq. of the Higher Education Act of 1965, as amended. Your disclosure of this information is voluntary. However, if you do not provide this information, you cannot be considered for a Direct PLUS Loan. The information on this form will be used to determine your eligibility for a Direct PLUS Loan. The information in your file may be disclosed to third parties as authorized under routine uses on the Privacy Act notices called the “Title IV Program Files” (originally published on April 12, 1994 Federal Register, Vol. 59 p. 17351) and “National Student Loan Data System” (originally published in December 20, 1994, Federal Register, Vol. 59 p. 65532). Thus, this information may be disclosed to federal and state agencies, private parties such as relatives, present and former employers and creditors, and contractors of the Department of Education for purposes of administration of the student financial assistance program, for enforcement purposes, for litigation where such disclosure is compatible with the purposes for which the records were collected, for use by federal, state, local, or foreign agencies in connection with employment matters of the issuance of a license, grant, or other benefit, for use in any employee grievance or discipline proceeding in which the Federal Government is a party, for use in connection with audits or other investigations, for research purposed, for purposes of determining whether particular records are required to be disclosed under the Freedom of Information Act, and to a Member of Congress in response to an inquiry from the congressional office made at your request. Because we request your Social Security Number (SSN), we must inform you that we collect your SSN on a voluntary basis, but section 484(a)(4) of the HEA (20 U.S.C. 1091(a)(4)) provides that, in order to receive any grant, loan, or work assistance under the Title IV of the HEA, a student must provide her or her SSN. You SSN is used to verify your identity, and as an account number (identifier) throughout the life of your loan(s) so that data may be recorded accurately.

III. Federal Title IV Waiver Federal regulations require schools to obtain the following authorization statement from any student whose Federal Title IV financial aid (Perkins, Stafford and/or GradPlus loans) exceeds tuition and mandatory fees in order to hold funds to cover other billed charges. We strongly encourage all students to answer yes and authorize us to hold credits to cover charges such as rent, computer, and library fees. If this for is not signed, or if “No” is selected, we may be required to issue a Title IV Refund check for funds that you will need to pay back to the university.

_____Yes: I approve the use of my Title IV funds to cover all charges that I have incurred or will incur during my enrollment at ART/IATT. These charges are not limited to tuition and mandatory fees, but may include other billed expenses such as rent, additional medical costs, library, dormitory fees, and or/parking fees. I understand that this statement is voluntary and may be rescinded by me at any time with written notice to the Financial Aid Administrator. I understand that if I check “Yes”, when all Title IV funds are received by ART/IATT, the proceeds will be used to first pay any and all billed charges to date and then any remaining credit balance will be refunded to me directly. _____No: I do not authorize the use of my Title IV funds as stated above. In addition, I understand that I am responsible for the payment of all charges to my account not paid as a result of this denial of permission.

Student Name (Print): ______________________________________________________

Student Signature:___________________________________________________________

Date:______________________________________________________________