2019-2020 Aid Year (Fall 2019 - Summer 2020)

Loan Forms

  • Loan Change Form (PDF, 235KB) 
    Submit this form if you wish to make changes to your Federal Direct Loans (Subsidized/Unsubsidized), PLUS Loan, and/or Private Educational Loan.
  • Ineligible PLUS Borrower Form (PDF, 178KB) 
    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.
  • 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.

Satisfactory Academic Progress (SAP) Forms

  • SAP Appeal Form - GPA & Passing Rate (PDF, 199KB)
    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.
  • SAP Appeal Form - Maximum Timeframe/Time Limit Exceeded (PDF, 252KB)
    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.

Other Resources

  • IRS Tax Transcript Information (PDF, 184KB)
    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, 456KB)
    This form must be submitted in person to the Registrar's 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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