Federal Loan Change and
Return of Federal Funds
Request Form / Office of Financial Aid & Scholarships
738 South Mason Street, MSC 3519
Harrisonburg, VA 22807
(540) 568-7820
Fax: (540) 568-7994
Please read the following information carefully before completing your request form.
This form will be used to document the following actions: 1) to increase, reduce, or cancel previously accepted federal loans, 2) request reinstatement of previously cancelled federalloans, and/or 3) to return previously disbursed federal loan funds to the lender.
For private loan changes, please contact our Private Loan Coordinator, Shana Smith, at .
Student’s Full Legal Name: / Student ID: / Expected Grad Date:
STUDENT Federal Loan Change – Please note: If you wish to increase the amount of your Grad PLUS Direct Loan, please submit a second Grad PLUS Direct Loan Application in the amount of the difference.
Requesting to receive all of your Direct Sub/Unsub/Additional Unsub Loan funds in the Fall semester will leave you with zero Direct Sub/Unsub/Additional Unsub eligibility for the Spring.
Also, if you are requesting all of your Direct Sub funds for one semester, the Subsidized Direct Loan amount for which you are eligible to borrow may change based on our having to prorate the loan, per federal regulations.
To request a complete loan cancellation, enter a zero in the Desired Amount box for the appropriate term(s).
Make sure that the amount listed in the Fall column plus the amount listed in the Spring column equals the amount listed in the Loan Total column.
Fall 2017 / Spring 2018 / Academic Year 2017 -2018
Loan Type / Desired Fall Amount / Desired Spring Amount / NEW Desired Loan Total for Year
Subsidized Direct Loan*
Unsubsidized Direct Loan*
Additional Unsub Direct Loan*
Federal Grad PLUS Loan*
* Federal Regulations require completion of Entrance Loan Counseling and a Master Promissory Note before loan funds can be disbursed.
STUDENT Federal Loan Return -- Please note: If you are returning funds, this will generate a charge on your university bill for the amount being returned.
Please return to the lender $ on my Direct Stafford loanfor the Summer 20 / Fall 20 / Spring 20 semester(s.)
Please return to the lender $ on my Grad PLUS loan for the Summer 20 / Fall 20 / Spring 20 semester(s.)
Please use this box for any additional comments, or to further explain your intended results.
Signature*
Student’s Signature: / Date:
* Important Notes:
- Paper Change Request Forms require your original signature with date of signing.
- Complete the form electronically, then print and sign.
- Faxed signatures are acceptable and should be faxed to 540-568-7994.
- To sign an Electronic Change Request Form (submitted as an e-mail attachment), enter your name and date in the designated boxes. Email Change Request Form to .
- JMU students must use their @dukes.jmu.edu e-mail account to submit an electronic Change Request Form.
- Please note: if there are any questions regarding the form, you will be contacted by a Financial Aid Administrator via email to your JMU e-mail account.
- Make a copy of this form for your records.