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Office of Financial Aid and Scholarships

Financial Aid Forms for the 2019-2020 Academic Year

Filling out Forms

  • Make sure that you are completing the correct academic year documents; we cannot accept forms for different academic years, so if we are requesting a 2019-2020 form, make sure that you are submitting the 2019-2020 version of that form.
  • Make sure documents are completed entirely; if something does not apply do not leave it blank - enter N/A or "0".
  • Complete all documents in black or dark blue ink; any other color will not show up when we scan the document into our imaging system, which can delay the review of your file.
  • Make sure all necessary signatures are there; missing signatures can delay the review of your file.
  • If the form is requesting additional attachments, make sure to include them; if additional documents should be attached to the form and they are not, it can delay your file from being processed.
  • Make sure your name and ID number are on the top of every page; every form requests this information but please make sure to include your name and ID number on the top of every document, including income and tax documents.

  • By e-mail; E-mail attachments to 5592784833@fax.csufresno.edu; Please note that documents should be 1MB or smaller.
  • By fax; Our fax number is 559-278-4833
  • By mail; Mail to Office of Financial Aid and Scholarships, 5150 North Maple Ave. M/S JA64, Fresno, CA 93740
  • (With the rapid changes of COVID-19, documents are not being accepted in person) In person; we are located in the North Lobby of the Joyal Administration Building, please see our Contact Us page for current business hours.
    • Dropbox; we have a drop box located in front of Window 1 where you are able to submit your documents without waiting for a staff member.

We cannot accept documents via email.

 

Verification Forms

Forms
Form Form Name Brief Description
1 Cover Sheet (Required when submitting forms) Cover sheet checklist to be submitted with any required forms
 4 Identity and Statement of Educational Purpose

Verification of student identity and statement of educational purpose - Requires in person verification.

If you are unable to come in person, please reach out to our office for Notary requirements.

5 Dependent Student Household Size Verification List household members for dependent students
7 Dependent Student - Asset Information Worksheet requesting for student and parent(s) asset information
10 Independent Student Household Size Verification List household members for Independent students
17 Independent Student - Asset Information Worksheet requesting student/spouse asset information
20 Parent Income Verification Non-Filers Worksheet for parent income who did not file taxes
  Parent Non-Tax Filer Statement If your parent(s) have made attempts to obtain the 2017 Non-Filer Verification Letter from the IRS and were unsuccessful, you can submit this statement instead, along with Form 20, Parent Income Verification for Non-Filers.
21 Parent Income for Tax Filers Worksheet for parent income who did file taxes
24 Student/Spouse Income Verification for Non-Filers Worksheet for student and/or spouse's income when taxes were not filed
  Student Non-Tax Filer Statement If you (or your spouse) have made attempts to obtain the 2017 Non-Filer Verification Letter from the IRS and were unsuccessful, you can submit this statement instead, along with Form 24, Student/Spouse Income Verification for Non-Filers.
25 Student / Spouse Income Verification Tax-Filers Worksheet for student and/or spouse's income when taxes were filed
  Parent Statement Parent form to provide statements and/or requests to the Financial Aid Office
  Student Statement Student form to provide statements and/or requests to the Financial Aid Office
  IRS Documentation
You can request the following transcript types at no charge to you: Tax Return Transcript, Wage and Income Transcript and Verification of Non-Filing Letter
  Get Your Transcripts Online Request for Transcript of Tax Return 
  Form 4506-T Mail/Fax Request for Transcript of Tax Return form

Loan Forms

Loan Forms
Form Form Name Brief Description
94 Financial Aid Award Adjustment Request Use this form to cancel your awards, adjust your awards, or eligible aid re-offered.
  Plus Loan Processing Steps

More information coming soon!

  • Parent PLUS Loans: No Parent PLUS Loan Request Form is necessary! Monitor your student account for more information
  • Graduate PLUS Loans: Please complete the Graduate PLUS Loan Request Form and submit to our office
  Graduate PLUS Loan Request Form Once you have completed your Graduate PLUS Loan application at studentloans.gov, complete and submit this form to our office for processing.
75 Private Loan Request Form Once your private loan has been approved through your lender, please complete and submit this form to have your private/alternative loan processed.
74 Emergency Loan Application A short term loan to assist with unexpected expenses; Please contact Student Accounts at 559-278-2876 for more information on the Emergency Loan Application.

 

Satisfactory Academic Progress Forms

Academic Progress Forms
Form Form Name Brief Description
  Satisfactory Academic Progress Policy Financial Aid requirements for maintaining satisfactory academic progress (SAP)
82 SAP Appeal  Appeal form and instructions for students not meeting Satisfactory Academic Progress
86 SAP Revision SAP Form to notify of grade changes/unit revisions that can impact SAP status.

 

Other Forms

Other Forms
Form Form Name Brief Description
  Summer Interest Form If you are enrolling in Intersession/Summer courses and would like your financial aid eligibility reviewed, please complete and submit this form to our office by June 30, 2020.
  Department of Homeland Security (INS) Summary of Chart of Acceptable Documentation
30 Selective Service Certification Certify Selective Service Status
40 Housing Certification  
45 Legal Guardian Verification  
46 Emancipated Minor Verification  
47 Independent Status Verification  
48 Homeless Youth Verification  
90 Dependent Care Allowance Verification of Dependent Care Expenses for children under 13 
91 Miscellaneous Budget Adjustment An allowance for modest living expenses 
92 Computer Budget Adjustment A one time request to increase calculated need
  TEACH Grant Request Form TEACH Grant Request Form 
  Parent Statement Parent form to provide statements/requests to the Financial Aid Office
  Student Statement Student form to provide statements/requests to the Financial Aid Office