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Massachusetts Department of Transitional Assistance Educational Income and Expense Form Instructions This form collects information about student financial aid that may affect DTA benefits. Part A.

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How to fill out the MA EDUC-1 online

The MA EDUC-1 form, officially known as the educational income and expense form, is essential for students seeking to provide information about their financial aid. This guide offers clear, step-by-step instructions to assist users in correctly filling out this important document online.

Follow the steps to successfully complete the MA EDUC-1 form.

  1. Click the ‘Get Form’ button to obtain the form, which will open it for your review and completion.
  2. In Part A, enter the student's information, including their full name and date of birth. Additionally, input the name of the school and mark the relevant enrollment period and program type. Ensure you check the accurate expected graduation date.
  3. In Part A, sign the authorization statement allowing your school to disclose your financial aid information to the Department of Transitional Assistance (DTA). Enter the date next to your signature.
  4. Next, forward the form to the school’s Financial Aid Office. They will complete Part B. This section includes checking the student’s enrollment status and documenting any allowable educational expenses, such as tuition and fees.
  5. In Part B, provide a breakdown of financial aid awards. The Financial Aid Office will list any non-Title IV student financial aid and indicate if the student is participating in a federal work-study program.
  6. Ensure that Part B is completed with all relevant financial information. The Financial Aid Office will input total expenses and student aid amounts.
  7. Once all sections are completed, the Financial Aid Office will sign and date the form. Make sure the form is returned to DTA either by mail, fax, or in person at a local DTA office.
  8. If there are educational expenses not documented on the MA EDUC-1 form, provide DTA with the necessary documentation separately.
  9. Finally, save the changes made to the form, and consider downloading or printing a copy for your records.

Complete your MA EDUC-1 form online today to ensure your financial aid information is accurately submitted.

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