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Student 504 Progress Review Form

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STUDENT 504 PROGRESS REVIEW FORM

Student Name:    Date of Birth:    Student ID:

Review Meeting Date:    Meeting Location:

Participants

Indicate all participants who attended the review:

Parent/Guardian    Student    Classroom Teacher    504/SpEd Coordinator
Counselor    School Nurse    School Psychologist    Other:

Reason for Review

Annual review    Parent/guardian request    Teacher request    Significant change in needs    Other:

Medical / Relevant Documentation Reviewed

Current 504 Accommodations and Implementation

List currently active accommodations and indicate implementation status and fidelity of use. Check all that apply and provide implementation comments.

Extended time on tests/assignments    Scheduled breaks    Preferential seating
Modified assignments    Access to class notes/teacher notes    Behavior plan supports
Aide or paraprofessional support    Health-related accommodations    Other:

Are accommodations being implemented as written?   Yes    No

Student Progress and Performance

Progress Toward 504 Plan Goals

Document each goal, evidence of progress, and team comments. Provide at least three items below if applicable.

Progress: Met    Progressing    Not met

Progress: Met    Progressing    Not met

Progress: Met    Progressing    Not met

Parent / Guardian Input

Team Determination and Recommendations

After review, the team recommends (check all that apply and provide rationale):

Continue current 504 plan as written    Modify accommodations or supports    Terminate 504 plan (not appropriate)
Refer for additional evaluation (specify)    Other:

Administrative Certification

The 504 team has reviewed available records, current medical and educational documentation, and parent/guardian input. This review has considered whether the student continues to meet Section 504 eligibility and whether accommodations remain necessary to ensure equal access to the educational program. Decisions documented on this form reflect the team's consensus and will be implemented consistent with district procedures.

Parent/Guardian or Student:

Signature:

Date:

Relationship to student:

School Representative:

Signature:

Date:

Title / Role:

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What the Student 504 Progress Review Form Is

The Student 504 Progress Review Form documents ongoing monitoring of accommodations and supports provided under Section 504 of the Rehabilitation Act. It records student goals, services delivered, progress toward measurable objectives, and any changes to accommodations. School teams use the form to aggregate observations, interventions, attendance, grades, and behavior data for periodic review. The record supports decisions about continuing, modifying, or discontinuing accommodations and provides written evidence for parents, administrators, and compliance reviewers.

Why the Progress Review Form Matters

A formal progress review ensures accommodation effectiveness, creates a dated audit trail, and supports compliance with federal protections for students with disabilities under Section 504.

Why the Progress Review Form Matters

Who Completes and Uses This Form

School teams, parents, and relevant service providers typically complete or contribute to the Student 504 Progress Review Form.

  • 504 Coordinator or Case Manager — Documents services, schedules reviews, and ensures record retention in the student file.
  • Classroom Teacher — Reports academic progress, classroom behavior, and accommodation effectiveness during instruction.
  • Parent or Guardian — Reviews findings, provides home-based observations, and signs to indicate participation in the review process.

Completed forms inform subsequent meetings, guide adjustments to supports, and serve as evidence in any complaint or due process review.

Step-by-Step: Completing a 504 Progress Review

Follow these sequential steps to prepare, document, and finalize a compliant progress review.

  • 01
    Prepare Records: Gather recent grades, assessments, and teacher observations.
  • 02
    Hold Team Meeting: Discuss data, student response, and parent input.
  • 03
    Complete Form: Enter findings, recommended changes, and review dates.
  • 04
    Distribute Copies: Provide the signed form to parents and retain a school file copy.

Essential Elements to Include on the Form

A professional Student 504 Progress Review Form captures objective data, decisions, and signatory confirmation to support transparent case management.

Student Details

Full identifying information, current grade, and case manager contact to keep records clear and retrievable.

Accommodation Inventory

A precise list of accommodations in effect during the review period and any interim changes documented with dates.

Data Summary

Quantitative and qualitative evidence of progress, including assessments, grades, attendance, and teacher observations.

Team Recommendations

Clear, actionable decisions: continue, modify, add, or discontinue accommodations with rationale for each change.

Parent Input

A concise record of parent observations, concerns, and consent status to show meaningful participation.

Signatures & Dates

Sign-off lines for participants with printed names and dates to establish attribution and finality.

Required Data Fields at a Glance

Student Name: Full legal name
DOB: MM/DD/YYYY
School: School name and grade
Case Manager: Name and contact
Accommodation List: Active accommodations
Review Outcome: Decision summary

Where to File or Send the Completed Form

Routing depends on local procedures; typical destinations include the student’s cumulative file, district 504 coordinator, and the parent or guardian.

  • Student File: Retain original in confidential cumulative folder.
  • 504 Coordinator: Place a copy in the coordinator’s case management system.
  • Parent/Guardian: Provide signed copy to parent for records.
  • School Records Office: Archive per district retention policy.

Configuring an Online Review Workflow

Set up an electronic workflow to collect data, route for signatures, and store the completed form securely.

Field Mapping Map form fields to student information system records
Signer Order Define required signers and signing sequence
Authentication Choose signer verification level (email, SMS code)
Retention Configure secure storage and access controls
Notifications Enable reminders for pending signatures

Electronic Submission and Platform Considerations

Verify that any eSubmission platform supports secure storage, access controls, and audit logs before using it for 504 documentation.

  • File Formats: PDF, DOCX supported
  • Integrations: Connects to student information systems
  • Compliance: Supports FERPA and HIPAA where applicable

Maintain an internal policy that defines approved platforms, required authentication strength, and staff responsibilities to protect student privacy and comply with FERPA.

Typical Timelines and Review Frequency

Schools should follow district policy and federal guidance; common practice follows scheduled intervals and triggers for interim reviews.

Initial Review:

Conduct at initial 504 plan implementation or when concerns arise

Annual Review:

Formal progress review at least once every 12 months

Interim Review:

Use progress monitoring data quarterly or by grading period

Trigger Review:

Hold meeting upon significant change in performance or health

Parent Request:

Schedule review promptly after a parent or guardian request

Common Mistakes to Avoid When Preparing Reviews

  • Failing to use objective data: relying on impressions rather than measurable evidence can weaken accommodation decisions and invite disputes.
  • Incomplete signatures or missing dates: unsigned or undated reviews create ambiguity about approval and may impede enforcement of decisions.
  • Omitting parent input: failing to document parent comments or consent reduces procedural safeguards and may prompt complaints.
  • Inconsistent accommodation lists: listing different accommodations across forms leads to implementation errors and inconsistent supports for the student.

Risks of Inaccurate or Missing Reviews

OCR Complaint: Possible federal investigation
Loss of Funding: Risk to federal program eligibility
Due Process: Parent may request hearings
Legal Liability: Potential civil litigation
Implementation Gaps: Students may not receive accommodations
Recordkeeping Issues: Noncompliance with retention rules

Comparison: eSignature Platform Pricing and Capabilities

Common eSignature vendor options vary by price, enterprise features, and compliance support; signNow appears first for neutral comparison.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

FAQs and Troubleshooting for 504 Progress Reviews

Answers to common questions about electronic completion, required signers, and correcting errors.


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