CONSORTIUM AGREEMENT
A consortium agreement enables you to receive financial aid while concurrently enrolled for courses at
Montana State University in Bozeman (home institution) and another institution (host institution). This
allows your eligibility for financial assistance to be based on the total credits being attempted at both
institutions for the semester or term.
1. Complete and sign the Student Information Section and Student Certification.
Application Procedures:
2. Have your Montana State University Academic Advisor sign the form stating your transfer credit hours will be
acceptable to Montana State University.
3. Send or take this form to the Financial Aid Office at the Host Institution for completion of signatures.
4. Have Host Institution return this form to the Office of Financial Aid Services at Montana State University.
Deadline:
Agreements must be received by the 15
th
day of classes at Montana State University for the semester of the consortium
agreement.
Consortium Agreement Restrictions:
Both Montana State University and the host institution reserve the right not to participate in a consortium agreement for
any reason.
Courses at the host institution must be semester based. Agreements for nonsemester based independent study courses
will not be approved.
Disbursement of Financial Aid:
Financial aid can be disbursed only after registration of credits is accurately determined but not earlier than the first day of
classes for the semester or term at Montana State University. It is your responsibility to arrange for payment of
costs at the host institution, including tuition, fees, and books, until funds can be disbursed to you by Montana
State University. You must follow regular payment procedures at both institutions to insure that your fee bills are paid by
the required deadline dates.
You must be concurrently enrolled at both the Home and Host institutions to be eligible for financial assistance.
Student Requirements:
You must notify the Office of Financial Aid Services at Montana State University of any changes in your enrollment
status at the host institution within 10 days. In the event of non-attendance or withdrawal from any or all classes, you
will be responsible for repayment of financial aid received according to applicable federal and institutional regulations.
You must transfer credits taken at the host institution to Montana State University within 15 days after the
end of the semester. You must send an official transcript to Office of the Registrar, 101 Montana Hall,
Bozeman, MT 59717-2660. Financial aid for subsequent periods of enrollment will not be released until
transfer of credits can be verified.
All credits taken at the host institution will be used to determine your Satisfactory Academic Progress as a financial aid
recipient at Montana State University. Please review the Satisfactory Academic Progress Requirement fact sheet
available in the Office of Financial Aid Services or on our website at www.montana.edu/wwwfa.
Satisfactory Progress:
I certify that I have read and understand the procedures and requirements of the consortium agreement. I agree
to comply with these procedures, and understand that noncompliance will result in a loss of financial aid for the
specified semester and all future semesters at Montana State University.
Signature: _____________________________________________________Date: ________________________________
Revised 10-08
Page 1 of 2
Consortium Agreement
Montana State University
Student Name MSU ID
Student Address City State Zip
Semester and Year of Attendance
Date Semester Begins
Date Semester Ends
Student Telephone Number
Student’s Major/Program
Host Institution
Number of credit hours to be taken at MSU Number of credit hours to be taken at Host Institution
The purpose of this consortium agreement is to enable enrolled students at Montana State University in Bozeman (MSU) to participate
in financial aid programs while concurrently attending another institution (host institution) and Montana State University (home
institution). Montana State University will be the home institution providing financial assistance.
Student Certification:
Please certify that you have read and understand the statements below by initialing the line beside each statement.
________ I am enrolled in a degree program at Montana State University.
________ I have attached proof of my registration at the Host Institution.
________ I understand that I will receive financial aid from Montana State University and all financial aid records for this period will
be maintained at the Office Of Financial Aid Services at Montana State University.
________ I will notify the Office of Financial Aid Services at Montana State University within 10 days of any changes in enrollment
status at either institution.
________ I will transfer credits taken at Host Institution to Montana State University within 15 days after the date the semester ends.
________ I will be responsible for repayment of financial aid received based on this consortium agreement if credits are not
transferred. I understand that I will not be eligible to receive financial aid for future periods of enrollment at Montana State
University until repayment has been made.
In addition, I authorize the host institution to release enrollment, financial, and academic information to the
Montana State University Office of Financial Aid Services.
Student Signature: ___________________________________________________ Date: ________________________
TO BE COMPLETED BY ACADEMIC ADVISOR AT MONTANA STATE UNIVERSITY
Course Prefix Number
Anticipated Courses at Host Institution
(List courses titles below)
Credit Hours
I have reviewed the course of study and the above courses will be acceptable for transfer and will count toward the
student’s degree requirements at Montana State University (major, minor, or required electives).
Printed Name College/Department Office Phone Date
TO BE COMPLETED/SIGNED BY THE HOST INSTITUTION’S FINANCIAL AID OFFICE
The above named student is registered at my institution for __________________Semester. As the Host Institution, we
will not provide financial assistance to this student. We agree to share information about the student’s enrollment as
requested by the Office of Financial Aid Services at MSU.
Print Name
Office Phone
Fax Number
College/University
College Address Date
Revised 10-08 Page 2 of 2