Financial aid inquiry form
A financial aid inquiry is a first touch, not a decision. This form collects contact details and which aid type a student is asking about — grants, loans, work-study or scholarships — so the office knows who to reach and what they need before opening an application.
The form beside this text is live. Fill it in and submit it — it validates exactly as it would for a real respondent, and saves nothing.
Checkbox group for multiple aid types
Aid inquiry is exploratory — a student asks about grants and work-study both because they are not sure which fits. A checkbox group lets them pick several rather than choosing one. A radio would collapse that into a single guessed answer.
Program year as a select, not free text
A dropdown for freshman through graduate makes inquiries sortable by cohort, so the office can see which year has the most questions and route resources there. Free text produces "1st year", "Year 1", "first year" for the same thing.
No card required.
Financial Aid Inquiry Form
Live previewHow to build this form
5 steps in the editor. Nothing here needs a paid plan.
- Add short text and email fields for the student's name and contact details.
- Add an optional text field for the parent or guardian's name, and their phone number.
- Add a select field for the school year or program — freshman, sophomore, junior, senior, or graduate — so inquiries sort by cohort.
- Add a checkbox group for aid types: grants, loans, work-study, scholarships. A student may select multiple because the inquiry may be exploratory.
- In Settings, export to CSV to see who is asking about which aid type, then the financial aid counselor reaches out with the right application.
Fields in this form
8 fields, using 6 of the 19 field types available.
| Question | Field type | Required |
|---|---|---|
| Student name | Short text | Yes |
| Student email | Yes | |
| Student phone | Phone | Optional |
| Parent or guardian name | Short text | Optional |
| Parent or guardian phone | Phone | Optional |
| School year or program | Select | Yes |
| Which aid types are you interested in? | Checkboxes | Yes |
| Household size (optional) | Number | Optional |
What goes wrong with this form
Specific to a financial aid inquiry form, not general advice about forms.
Treating this inquiry as an official application
An inquiry form collects names and interests; it does not verify financial information, determine eligibility or award aid. The official application — FAFSA or the school's own form — is where that actually happens. Assuming an inquiry response means aid is approved is a misuse of this form.
Program year as free text
Let students pick from a dropdown of freshman, sophomore, junior, senior or graduate, rather than typing "1st year" or "Year 1". Sortable years make it easy to see which cohort is asking the most questions.
Missing parent contact details for dependent students
Parent or guardian name and phone are optional for a reason — not all students have a co-applicant present — but when they do, capturing that contact up front saves the office from chasing it later during the official application step.
Questions about this form
What is a financial aid inquiry form?
An initial intake form a school's financial aid office uses to capture student contact details, their program year, and which aid type they are asking about — grants, loans, work-study or scholarships. It is an inquiry only; it does not calculate eligibility, award aid or process an official application. That happens later through the school's official aid application, such as FAFSA.
Is this form the same as a financial aid application?
No. An inquiry form is a first touch to learn who is interested and what type of aid they're asking about. An official application — FAFSA, CSS Profile or your school's own form — collects the detailed financial and personal information needed to actually determine eligibility and award aid. This form is the step that comes before that.
Can a student request multiple aid types at once?
Yes. The form uses a checkbox group, so a student can select grants, work-study and scholarships all at once if they want to explore options. The financial aid office then reaches out with information about each one.
Other templates
- Permission slipA guardian answers yes or no, with an emergency contact who isn't them.
- Course Enrollment FormCollect student name, email, course choice and preferred start date without requiring transcripts.
- Scholarship ApplicationCollect a student's essay, academic standing and documents in one submission.