Forms & Applications 2022 - 2023 Forms and Applications Dynamic Forms Some financial aid forms are available for students to complete and sign electronically. The following information will help in the use of the Dynamic Forms service to securely complete and electronically sign financial aid forms. Students must have a Marshall email address to access Dynamic Forms. First, please create your Marshall Email Account. It may take up to 24 hours after creating your Marshall email account for you to be able to access your Dynamic Forms. Marshall students will access Dynamic Forms through their Student Requirements on myMU. After using the link within the Requirements List students will be presented with the Marshall University Single Sign On Login for Dynamic Forms. Using the MU ID and password students will log in to the specific Dynamic Form. Any documents (tax transcripts, W2s, etc.) uploaded to Dynamic Forms must be in PDF format. Students should NOT use the general Dynamic Forms login page [https://dynamicforms.ngwebsolutions.com…], as this will result in an Invalid ID or password message: Submitting Dynamic Forms Financial aid forms will automatically be submitted to MU Office of Student Financial Aid once completed and all electronic signatures have been successfully provided. Submitted Dynamic Forms cannot be accessed again for the purpose of making corrections and/or adjustments. All support documentation uploaded must be in PDF format. To convert documents to PDF format students may use options such as Create PDF Files with Your Phone. The maximum PDF file size accepted is 3MB (3000KB). Dynamic Forms and/or supporting documents cannot be submitted as email attachments or faxed. Rejected Forms: If an error has been made to a submitted dynamic form, it will be rejected by the Office of Student Financial Assistance and a form rejected email will be sent. The student or parent must take action on a rejected form, based on the information within the rejected form email. The form will need to be electronically signed again by the user. Forms and/or support documents should not be submitted as email attachments. Email attachments are not accepted or opened. Dynamic Forms Dashboard To view forms that have been completed or are pending completion students should use the Dynamic Forms Dashboard. Students will use their MU ID and password to access the Dynamic Forms Dashboard. Parents should log in to Dynamic Forms at dynamicforms.ngwebsolutions.com, using their Dynamic Forms username and password. Student: Dynamic Forms Dashboard Parents:Dynamic Forms Dashboard Pending /Draft Forms: After logging into the Dynamic Forms Dashboard, click on “Pending / Draft Forms” button. The first box listed represents forms the student has outstanding in an incomplete or draft status. The second box represents incomplete or draft documents for a parent or co-signer to complete. Forms History: After logging into the Dynamic Forms Dashboard, click on the “Forms History” link. A new page will appear listing all completed documents for that account, sorted by date with the most recently completed at the top. Students will be able to also view the completed form by clicking on the link provided. Timer To help protect user information, the Dynamic Forms system will time out after a period of inactivity. Users will notice a timer count in the upper right-hand corner of most Dynamic Forms. It shows the remaining time to complete a form. Any unsaved information entered at timer’s expiration will be lost. If your login to dynamic forms has timed out you will end up on the general Dynamic Forms login page, NOT the MU Dynamic Forms login page, and your MU log-in credentials will not work. If you attempt to login to this general website it will give you the Invalid ID or Password message below. Uploading Required Documentation All support documentation uploaded must be in PDF format. To convert documents to PDF format students may use options such as Create PDF Files with Your Phone. The maximum PDF file size accepted is 3MB (3000KB). Dynamic Forms and/or supporting documents cannot be submitted as email attachments or faxed. Students and parents, required to submit other documentation (i.e. tax return transcripts or W-2’s) along with the form, will be able to upload these documents (PDF format only) directly into the Dynamic Form online. Dynamic Forms and/or supporting documents cannot be submitted as email attachments or faxed. Parent Information and Signatures If a form requires parental information and/or signatures, the student will be asked to supply a parent email address. The parent will be sent a link to complete the parent section of the form and to sign the form electronically. The first time Dynamic Forms is accessed, the parent will need to create an account. The same email address cannot be used for both the student and the parent. Dynamic Forms require unique email accounts for each participant of a form. After the parent electronically signs the form it will be sent automatically to our office for processing. Parent & Participant Accounts Parents and MU non-student users will need to “Create New Account” the first time Dynamic Forms is accessed. Parents should keep log-in and password available for later use as this account will be used to access other forms located in this secure Dynamic Forms environment. Parents: Dynamic Forms Dashboard Steps to Create an Account (for non-students only) Click on the “Create New Account” link Enter all of the information requested on the “Create Account” page. An email will be sent to the email account you specified. Click on the “Activate Your Account” link in the email. Be sure to check spam folders for the email. You can now click on the link to the form in the original email to complete and e-sign your forms. Opting Out of Electronic Signature Dynamic forms users have the option to opt-out of electronic signature. Students and parents can complete a form, print, sign, and submit it along with any required documentation to the Office of Student Financial Aid. How can I verify when I submitted my dynamic form?After logging into your Dynamic Forms Dashboard using your MUID and password, click on the “Forms History” link. A new page will appear listing all the documents you have completed, sorted by date with the most recently completed at the top. You will be able to also view your completed form by clicking on the link provided.How do I convert files (.gif, .jpg, .png, .svg) to .PDF format?To convert documents to .PDF format students may use third-party products such as PDF2Go, a free desktop tool for converting files to PDF format. Or you can use iScanner, a free mobile tool for converting files to PDF format.How do I know if/when my parent has completed their portion of a Dynamic Form?After logging into your Dynamic Forms Dashboard using your MUID and password, and click on the “Pending Forms” link. The first box listed represents forms the student has outstanding to complete. The second box represents documents needing to be completed by a parent.I misspelled my parent's name or email address in one of my forms, how can I fix this?The parent’s name and the parent’s email address are the only items that can be adjusted within a submitted form, before processing. If you have made an error in your parent’s name or email address email SFA@marshall.edu Provide details of the error including the first name, last name, and email address currently on the form, along with the correct informationI am trying to complete a Dependent form - why am I being asked to supply contact information for my parent and where is the form?A dependent form requires information from both the student and the parent(s). The student and parent must complete their respective sections of the form and each sign electronically. You will need to enter the contact information for the parent that will complete and sign the form. The parent completing the form must be the parent who also signed the FAFSA for that aid year.”Why do I have to provide my parent(s) contact information?Parental information is required for dependent students. Your parent(s) will receive an email with directions that will allow them to complete and electronically sign their part of the dependent form. They will need to create a username and password to complete the form.My form was rejected, what do I do now?Submitted dynamic forms that are incomplete or missing information (tax documentation or signature on tax documents) will be rejected by the Office of Student Financial Aid and a “form rejected” email will be sent. The student or parent must take action on the rejected form. The rejected form email outlines the next steps that must be taken by the student or parent. The rejected form will need to be electronically signed again by each user (student and/or parent if applicable). Dynamic Forms and/or supporting documents cannot be submitted as email attachments or faxed. How do I make corrections and/or adjustments to a form that has been electronically signed?After a user signs and submits a Dynamic Form, it cannot be accessed again for the purpose of making corrections and/or adjustments. If the submitted dynamic form is incomplete, it will be rejected by the Office of Student Financial Assistance and a form rejected email will be sent. The student or parent must take action on a rejected form, based on the information within the rejected form email. The form will need to be electronically signed again by the user(s).I completed the financial aid items on my Unsatisfied Requirements, why is it still listed as needed.Online form submission does not automatically update your Unsatisfied Requirements. After your online form is submitted and reviewed by the financial aid office, your Unsatisfied requirements will be updated. Please allow 24-48 hours for the items to be updated on your Unsatisfied Requirements.I completed a form but it isn't listed in my forms history. Why?If you do not complete a form in its entirety (through the signature stage) it will not be included in forms history, it will be found within the “pending Forms” section of the Dynamic Forms Dashboard. One way to verify you have completed the form is to look for the automated message after a form is successfully completed that will appear.My parent clicked on the link to login to their account but my dashboard appeared, why?If the student and parent are using the same computer to complete the Dynamic Form the student must first log out of their account before the parent can login to theirs. We recommend logging out as soon as the student portion is completed and closing the browser. The parent can then reopen the browser and go to the correct link and access their dashboard to complete the forms.What happens after I submit my Verification Worksheet form online? If you are a dependent student your parent must complete their portion of the Verification Worksheet before it will be reviewed by a financial aid representative. After you submit your online form (or, if you are Dependent, from when your parents submit their portion of the worksheet) within 48 hours your Verification item in your Unsatisfied Requirements will be updated to a “Received” status. If you (or your parents if Dependent) were required to upload tax return documents or other documents with the verification worksheet requirements related to those documents will only be flipped to received after they have been reviewed by a Financial Aid representative. If additional documentation is needed you will receive an email to your Marshall University Student Email. If your Verification worksheet is rejected back to you due to missing information or insufficient documentation (or any other reason) you will receive an email at your MU Student Email notifying you what you need to correct. Your requirements item will show that the Verification Worksheet is in an “incomplete” status. When I sign my name it gives me an error, what can I do?Copy and Paste your name as it appears on the signature box that populates.