General Forms & Appeal Forms
Carefully read the instructions on all forms & appeals before completing.
PDF format: most forms are in Portable Document Format (PDF) and require Adobe Acrobat Reader 5.0 or higher to view and print (download Adobe Acrobat Reader ).
Income Appeal processing time is at least 8 weeks.
Document Submission & VERIFICATION
Sometimes additional documentation(s) and form(s) are required to complete your application, this process is called verification. If you have been selected for a process called verification we will request that you submit additional documentation as soon as possible. Visit FAQs to learn more about Document Submission and Verification.
Financial aid verification document submission priority deadline for 2023-24 was Thursday, April 27, 2023.
2023-2024 General Forms
The forms below are the most commonly requested forms. If you do not see the one you need or if you have difficulty downloading or printing a form, please contact the Office of Financial Aid.
Federal Direct Loan Request Form (available only after contacting the Office of Financial Aid)
Use this form to request federal direct subsidized and unsubsidized loans for the 2023-24 academic year.
Use this form if your parents applied for a Parent Plus Loan at www.studentloans.gov
Use this form if you (graduate student) applied for a Graduate Plus Loan at www.studentloans.gov
Use this form to make adjustments to your awards such as: cancellation or reduction of aid, changes in award period, grade level, or academic program, or reinstatement of aid. See form for complete instructions.
Use this form to request full cancellation of your financial aid application for the academic year.
Use this form if your parents decides to not provide you with their information on your financial aid application.
The form is use for students' who are participating in the Teach Program and have completed the requirements to apply for a Teach Grant.
2024 Summer Loan Request - Available summer 2024
Use this form if you need to request a loan for the summer term. Be sure to review your academic year loan limit. Here are instructions for e-signing the Summer Loan Request form.
2023-2024 Appeal Forms
Reasons for an appeal:
Change in income since the application was filed -- you or your parent.
Additional educational expenses that have not been included in your financial aid budget.
Changes in Dependency Status.
Change in your housing plan.
Please refer to the specific appeal form for deadline dates.
Appeals are typically reviewed in 6 to 8 weeks.
During busy processing times (such as the summer), it may take longer for your appeal to be evaluated.
Once the review is completed
If your appeal is approved, you may receive a revised financial aid notification via email.
If your appeal is denied, you will receive an appeal follow up form to notify you of the reason(s) for the denial.
Types of Appeals:
Projected Year Income Appeal Information (Parent and Student)
If there has been a significant reduction to your (student or parent) income from what was reported on the FAFSA or CDA applications, call us at 657-278-3125 to speak to one of our Financial Aid Representatives during phone hours
to schedule an appointment with a counselor to discuss the possibility of a Projected Year Income Appeal.
In preparation for your meeting, have a typed statement explaining your circumstances, any documentation relevant to your case, including tax forms that show the reduction in income. The counselor may request additional documents.
Cost of Attendance/Budget Appeal
Use this form if you have additional expenses that is beyond the standard budget given to you based on your financial aid application. Educational expenses must be incurred during the academic year the change is being requested.
Examples of additional expenses include: Medical, Dental, or Vision Care Expenses; Car Repair Expenses; Excessive Mileage; Child Care; Books and Supplies in Excess of Standard; and/or One-Time Computer Expense. Appeals must include receipts, billing statements, or other forms of documentation that can verify the expense incurred.
Changes in Housing Update
Use this form if you had a change in your housing. You can use this form to update your housing plan which may result in modified financial aid eligibility. If living on campus, your housing status will be verified by Student Housing during the Summer before attendance. No form is necessary for on campus verification.”
Use this form to appeal for independence due to an "adverse home situation" such as parental abuse, abandonment, or irreconcilable estrangement from your parents. If your appeal is based solely on the fact that you do not live with or receive support from your parents, your appeal will be denied. It is highly advised that you meet with a financial aid counselor about your situation prior to submitting this appeal.
Use this form to renew a dependency override appeal that was approved in a previous academic year. Independent status must be examined every academic year. If your situation requires special handling because of your continued claim of independent status, you must complete this form in order for our office to determine your dependency status for the current academic year.
Use this form to request an exception to the Satisfactory Academic Progress Policy if your eligibility for financial aid has been terminated. You may also use this form to appeal to request a SAP re-calculation with additional units earned. See form for complete instructions.
Use this form to request an extension of financial aid eligibility beyond the standard “unit cap” for your academic program if you.
How do I submit documents?
Documentation can be submitted to the Office of Financial Aid in the following ways.
The Office of Financial Aid has a secured dropbox that is accessible 24 hours a day and is located outside near the main entrance to our office. If you will be submitting documents in the drop box make sure you put your ID number on all documents. Securing the documents with a staple or by putting them in an envelope is ideal as all items will remain together ensuring your checklist is cleared efficiently.
Documentation received via mail will be date stamped by the date mailed documentation is received by the CSUF Office of Financial Aid. Documentation submitted via mailing will then be verified for completeness by CSUF Financial Aid staff, if documentation is determined to be incomplete the student will be required to resubmit requested documentation. This is important to keep in mind when attempting to submit requested documentation before any document deadlines.
Documentation can be mailed to the following address:
Office of Financial Aid
California State University, Fullerton
P.O. Box 6804, GH 146
Fullerton, CA 92834-6804
Documentation can be submitted via FAX at (657) 278-7090
If documents submitted via fax are illegible or missing pages, that may delay the review of the student's information. Please allow a minimum of 5 days for the document status to be updated during peak processing times.