Benefit Forms

This page contains loan deferment information for IU, Perkins, and other loan programs. Use the Table of Contents button on the right-hand side of the page to jump to a loan program.

Contact University Collections & Loan Services with questions using the Contact page before completing and submitting the forms below.

Perkins/National Direct Student Loan (NDSL)

The Department of Education requires a specific deferment form for each type of benefit. Below is a list of available forms, along with details as to when each form should be used. Select the form that matches your status.

In-School Deferment
You are enrolled in school at least half time.
Click here to access the form.
Military Service Deferment
Your military service is in connection with a war, military operation, or national emergency.
Click here to access the form.
Rehabilitation Training Deferment
Used in limited circumstances. Contact University Collections & Loan Services for details.
Click here to access the form.
Fellowship Deferment
You are participating in a Graduate Fellowship program full time.
Click here to access the form.
Unemployment Deferment
You are seeking but unable to find full time employment.
Click here to access the form.
Economic Hardship Deferment
You receive payments from a federal or state public assistance program or your monthly income is less than 150% of the poverty guideline for family size.
Click here to access the form.
Forbearance Request Due to Student Loan Debt Burden
Your monthly payment on your Title IV loans from all lenders is 20% or more of your monthly taxable income.
Click here to access the form.
General Forbearance Request
You are experiencing temporary financial hardship.
Click here to access the form.
Occupational Cancellations
Click here to access the general cancellation form.
Cancellation requests for some occupations require additional forms. Submit the general cancellation form plus the occupation-specific forms, linked below, in these situations.
Child and Family Services form
Teaching in a Head Start Program form
Teaching in Special Education form
The following occupational cancellations do not require additional forms:
Bureau of Indian Affairs/Tribal Faculty
Early Intervention
Firefighter
Law Enforcement/Public Defender
Librarians
Medical Technician/Allied Health
Military
Nursing
Pathologist
Peace Corps
Speech Language
Teaching in a Low-Income School - Title 1 School
Teaching Math/Science/Foreign Language/Bilingual or other shortage fields as designated by state

 

Deferments for Other Types of Loans

Deferment Form
Student, advanced professional training, Peace Corps, Uniformed Service/Military, internship, or fellowship deferment. Note: not all benefits are available in all loan programs.
Click here to access the form.
Financial Arrangement Form
Request unemployment or economic hardship deferments, forbearance, or an alternate payment arrangement due to financial circumstances.
Click here to access the form.

 

Health Profession Loans

Contact University Collections & Loan Services for guidance on when each Health Profession Loans form should be used.

Graduate Fellowship (DFGF)
Click here to access the form.
Internship/Residency for Primary Care Loans (DFPR)
Click here to access the form.
Internship/Residency for Non-Primary Care Loans (DFIN)
Click here to access the form.
Primary Care Post-Residency Certification (PCCL)
Click here to access the form.

 

Nurse Faculty Loans

Request for Postponement for Teaching as Nurse Faculty
Used to: request postponement in lieu of payment of a NFLP loan. Must be completed and submitted at the beginning of the academic year.
Click here to access the form.
Request for Cancellation for Teaching as Nurse Faculty
Used to: request partial cancellation of a NFLP loan. Must be completed and submitted at the end of the academic year.
Click here to access the form.
Request for Deferment
Used to: request deferment of repayment of a NFLP loan.
Click here to access the form.

 

IU Bursar and Other Forms

Bursar Repayment Agreement
Used to: submit loan repayment plan specifications to University Collections & Loan Services.
Click here to access the form.
Bursar Appeal Form
Used to: request an exception from the university's refund policy if there are specific, extenuating circumstances that caused them to withdraw involuntarily from some or all courses after the refund period.
Click here to access the task tile in One.IU..
Bursar Medical Documentation Appeal Form
Used to: request fee appeal for a complete withdraw/reduced course loan due to illness or medical condition.
Click here access the task tile in One.IU..
University Accounting Service (UAS) Name Change Request
Used to: update the name reflected on your student loans after a legal name change.
Click here to access the form.