Required Documents and Forms

All high school seniors who apply for the Horatio Alger undergraduate scholarship are required to submit additional supporting documentation. These documents and forms must be submitted online. Documents submitted by mail, email or fax will NOT be accepted.

For all other specialized and college scholarship programs, please see details in your application for required documents and forms.

Please note: Documents uploaded are secure.

1. Income Verification

All applicants are required to verify a critical financial need by providing official documentation; however, the type of document(s) we will accept is based on what type of student you are: Dependent Student or Independent Student.

  • Independent Students do not need to provide verification of income; however, they will be required to verify their status as an Independent student by providing copies of a court’s decision that as of today the student is an emancipated minor, ward/dependent of the court, or is in legal guardianship/foster care.

  • Dependent Students have one or more legal parent (biological and/or adoptive) or stepparent and does not meet any of the criteria for an Independent Student. The following people are not your parents unless they have legally adopted you: grandparents, foster parents, legal guardians, older brothers or sisters, and uncles or aunts. Dependent Students are required to verify a household Adjusted Gross Income (AGI) of $55,000 or lower by submitting official income documentation. If your household AGI exceeds $55,000 for the 2013 or 2014 tax year, regardless of the number of dependents in the home, you do not qualify for our program.

What is my student status?
To find out if you are an Independent or Dependent student, click here.

What do I need to submit to verify critical financial need?
Based on your student status, use the chart below to identify what income verification documents you will need to provide:

I am a Dependent Student…To verify critical financial need, I need to submit…
with one or both parents who filed a 2013 or 2014 tax return.

NOTE: See * below for more detailed information

A copy of the first page of your parent(s) federal tax return:

• Federal 1040 (example)

• Federal 1040A (example)

• Federal 1040 EZ‐ only one page (example)

• Official IRS issued Tax Return Transcript: Can be obtained online or mail: http://www.irs.gov/Individuals/Get-Transcript

Please note: IRS tax transcripts are processed immediately if done online through the IRS site, but will take 5-10 days to receive via mail

with one or both parents who have not filed a 2013 or 2014 tax return

NOTE: See * below for more detailed information

Provide statement copies of all government benefits the household receives. Statement copies must show the monthly and/or annual dollar amount of assistance received.

• 1099‐SSA Social Security Form (SSI) – received by parent(s) only (example)

• Supplemental Nutrition Assistance Program (SNAP)

• Temporary Assistance for Needy Families (TANF)

 

I am a Independent Student… To verify independent student status, I need to submit…
with legal guardian(s), in foster care, a ward/dependent of the court, or an emancipated minor A student must upload the following to the financial verification page: A copy of a court’s decision that as of today the student is an emancipated minor, a ward/dependent of the court, or is in legal guardianship/foster care.
who is homeless A student must upload the following to the financial verification page: A statement from your school counselor on letterhead explaining your situation.

Documents that are acceptable forms of income verification are:

• Federal 1040

• Federal 1040A

• Federal 1040EZ

• IRS Tax Transcript

Documents that are acceptable forms of government benefits are:

• 1099‐SSA Social Security Form (SSI) – received by parent(s) only

• Supplemental Nutrition Assistance Program (SNAP)

• Temporary Assistance for Needy Families (TANF)

Please Note: Statement copies of the documents listed above must show the monthly and/or annual dollar amount of assistance received.

Documents that are not acceptable forms of income verification are:

• W2s, 1099 or check stubs

• Child support payments/Divorce agreements

• Checking/Savings account statements

• Free/Reduced lunch forms/letters/statements

• Social Security payments for students or children

• Utility assistance

• Pension statements

• Copies of food assistance cards

• Medicaid/Medicare cards or statements

• Special Supplemental Nutrition Program for Women, Infants and Children (WIC)

• State or Foreign tax returns

• Handwritten tax returns or benefit worksheet

*What if my parents never married, are divorced, remarried or widowed?

  • If your parents are living together and/or married to each other, provide information for both of them.
  • If your parent is widowed, provide information for that parent.
  • If your custodial parent is remarried as of today, provide information for that parent and the person to whom your parent is married (your stepparent). If your custodial parent and stepparent file taxes separately, provide information for only the custodial parent.
  • If your parents are divorced or separated, provide information for your “custodial” parent. The custodial parent is the parent with whom you lived most during the previous 12 months. If your parents have joint custody and you lived with each for the same amount of time during the prior year, then include the information for the parent who provided the most financial support to you.

*What if I don’t live with my parents?
You still must provide your parent(s) income information if you are considered a dependent student.

*What if I have a stepparent?
If you have a stepparent who is married to and files jointly with the legal parent with whom you lived the most during the previous 12 months, you must provide information about that stepparent as well.

How do I submit my documents?

  • All documents must be uploaded through the online application.
  • No documents submitted by mail, email or fax will be accepted.

2. High School Transcript

All applicants are required to provide a copy of their current high school transcript. The transcript must be uploaded through the students’ online application.

We do NOT require an official transcript.

3. Citizenship Verification Document

Applicants not born in the United States but who are United States citizens are required to verify their citizenship by uploading one of the following documents to their online application:

  • A copy of the photo ID page from your United States issued passport which includes your full name; OR
  • A copy of your citizenship certificate. If you do not have a certificate but your parents are United States citizens please submit a copy of a parent’s citizenship certificate; OR
  • A copy of your Consular Report of Birth Abroad.

4. Certification Form**

The Certification Form is an online form completed by the students’ high school counselor. This form is used to verify the students’ academic information (i.e. GPA, class ranking, coursework, etc.) and Independent/Dependent Student status. Below is an outline of how this process works.

    Students must provide the name and email address of their academic counselor. Once submitted, an email will automatically be generated and sent to the counselor with information on how to complete the Certification Form on behalf of the student.

**IMPORTANT: Many organizations often block automatically generated email communications such as ours. If you have resent the Certification Form and/or Support Form email more than two (2) times and it has not been received, please email tech@fluidreview.com and provide the following information: applicant’s name, counselor/support form provider’s name and email address. Our staff will manually send this email for you.

5. Support Form**

The Support Form is an online form that must be completed by an adult over the age of 21 who is not related to the student. This person should be familiar with and verify all of the information the student has entered into the Adversity Section of the application.

Prior to identifying a Support Form Provider, the applicant must lock the Adversity Section. Once the Adversity Section is locked it CANNOT be unlocked for editing. Therefore, please carefully review the Adversity section to make sure all necessary information is included in the answers.

Follow the steps below to ensure the online Support Form is completed successfully:

1. Complete the Adversity Section and lock this section once complete.
2. Once the Adversity Section is locked the student must identify one Support Form Provider by
entering the person’s name, email address, and other contact information requested.
3. Once the Support Form Provider has been identified, an email is automatically generated and sent to the Provider. This email contains instructions and a passcode to complete the online Support Form.
4. Students are encouraged to notify their Support Form Provider that they will receive this email from the Association.

**IMPORTANT: Many organizations often block automatically generated email communications such as ours. If you have resent the Certification Form and/or Support Form email more than two (2) times and it has not been received, please email tech@fluidreview.com and provide the following information: applicant’s name, counselor/support form provider’s name and email address. Our staff will manually send this email for you.