Many of the documents that the Financial Aid & Scholarships office requests contain highly sensitive information like your name, address, Social Security numbers, how much money you earn, and where you bank. If that data falls into the wrong hands, you could end up being a victim of identity theft. It is important to protect your information by sending any sensitive information on documents in the most secure and reliable way possible.

Please note, all subsequent verification documentation submitted to the Financial Aid & Scholarships office must be signed by the student, and if parental data is included, a parent’s signature is required. Electronic signatures are not accepted at this time. Documentation submitted without required signatures will not be processed.

Methods of Submitting Forms

  1. Drop off in-person at the Enrollment Center (Sage Hall, Room 1020)
  2. Send by mail (Attn: Financial Aid & Scholarships, CSU Channel Islands, One University Drive, Camarillo, CA 93012)
  3. Scan and email to financial.aid@csuci.edu (please read email encryption instructions

2018-2019 Forms (Fall 2018 - Summer 2019)

Important Update: Effective January 9, 2019, the Department of Education issued guidance allowing colleges and universities to accept a signed tax return in lieu of tax return transcripts issued by the IRS. CSUCI Financial Aid & Scholarships Office encourages parents and students to use the IRS Data Retrieval Tool (DRT) when completing the FAFSA application. However, if you are unable to use the IRS DRT and your 2018-2019 FAFSA is selected for verification, we will accept signed 2016 tax returns.

Dependent Verification Worksheets

Dependent Verification Worksheet (V1) (PDF, 379KB)
Your federal student aid application was selected for verification. As a dependent student in the Standard verification group, please submit this form to the Financial Aid & Scholarships office.
Dependent Verification Worksheet (V4) (PDF, 250KB)
Your federal student aid application was selected for verification. As a dependent student in the Custom verification group, please submit this form to the Financial Aid & Scholarships office.
Dependent Verification Worksheet (V5) (PDF, 399KB)
Your federal student aid application was selected for verification. As a dependent student in the Aggregate verification group, please submit this form to the Financial Aid & Scholarships office.

Independent Verification Worksheets

Independent Verification Worksheet (V1) (PDF, 302KB)
Your federal student aid application was selected for verification. As an independent student in the Standard verification group, please submit this form to the Financial Aid & Scholarships office.
Independent Verification Worksheet (V4) (PDF, 250KB)
Your federal student aid application was selected for verification. As an independent in the Custom verification group, please submit this form to the Financial Aid & Scholarships office.
Independent Verification Worksheet (V5) (PDF, 400KB)
Your federal student aid application was selected for verification. As an independent student in the Aggregate verification group, please submit this form to the Financial Aid & Scholarships office.

Dream Act Verification Worksheets

Dependent Dream Act Verification Worksheet (V1) (PDF, 377KB)
Your California Dream Act Application was selected for verification. As a dependent student in the Standard verification group, please submit this form to the Financial Aid & Scholarships office.
Independent Dream Act Verification Worksheet (V1) (PDF, 379KB)
Your California Dream Act Application was selected for verification. As an independent student in the Standard verification group, please submit this form to the Financial Aid & Scholarships office.

Loan Forms

Loan Change Form (PDF, 188KB)
Submit this form if you wish to make changes to your Federal Direct Loans (Subsidized/Unsubsidized), PLUS Loan, and/or Private Educational Loan.
Private Loan Request Form
If you have applied for a private student loan through your preferred lender, you must also complete this electronic form to authorize the Financial Aid & Scholarships office to certify and process your private student loan.
Ineligible PLUS Borrower Form  (PDF, 190KB)
If a parent is unable to complete a Parent PLUS Loan request form due to reasons such as citizenship status, default status, bankruptcy, incarceration, or family income is limited to public assistance or disability benefits, you may submit this form with supporting documentation for consideration.

 Other Financial Aid Forms

Satisfactory Academic Progress (SAP) Appeal Form - GPA & Passing Rate(PDF, 200KB)
Student request to re-establish financial aid eligibility. This form is designed for students who failed to meet the minimum cumulative grade point average or the acceptable passing rate standard and were placed on financial aid suspension. 
Satisfactory Academic Progress (SAP) Appeal Form - Maximum Timeframe/Time Limit Exceeded (PDF, 248KB)
Student request to re-establish financial aid eligibility. This form is designed for students who exceeded their maximum timeframe/time limit and were placed on financial aid suspension. 
Dependent Asset Form (PDF, 130KB)
Submit this form if requested by the Financial Aid & Scholarships office.
Dependent Income Statement  (PDF, 142KB)
Submit this form if requested by the Financial Aid & Scholarships office.
Independent Asset Form  (PDF, 129KB)
Submit this form if requested by the Financial Aid & Scholarships office.
Independent Income Statement  (PDF, 167KB)
Submit this form if requested by the Financial Aid & Scholarships office.
Selective Service Form (PDF, 232KB)
Submit this form if requested by the Financial Aid & Scholarships office with the appropriate documentation to clear your Selective Service Requirement.
Financial Aid Statement Form  (PDF, 137KB)

Other Relevant Forms

IRS Tax Transcript Information (PDF, 125KB)
Students and/or parents who are selected for verification must use the IRS Data Retrieval Tool available through the FAFSA or submit an IRS Tax Return Transcript from the IRS. Please follow the instructions on this sheet to complete this process.
FERPA Request to Release Student Information (PDF, 331KB)
This form must be submitted in person to the Records & Registration  office. Use this form to authorize a designated individual to have access to your educational records. Please consult University Policy on the Family Educational Rights and Privacy Act (FERPA) for more information.
Parent PLUS Loan Direct Deposit Request Form (PDF, 294KB)
This form must be submitted by mail or in person to the Student Business Services (SBS) office. Questions related to the Parent PLUS Loan direct deposit option should be directed to the SBS office at (805) 437-8810
Payroll Direct Deposit Enrollment Authorization Form (PDF, 57KB)
Return your completed form to Human Resources, 2801 Lindero Hall. Direct Deposit is a program that allows for the automatic deposit of your net earnings into the financial institution of your choice. All student employees are eligible to enroll. Please consult this Direct Deposit Flyer for more information.

 

 

This page contains forms that are used in the financial aid process. The forms are formatted in Adobe Acrobat (PDF). To view Adobe PDF documents, please download and install the free Adobe Reader.

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