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Office of Financial Aid and Scholarships

Financial Aid Forms for the 2023-2024 Academic Year

Some 2023-2024 To Do items will direct you to our new Student Forms portal. For more information on how to access the Student Forms portal, please click here for information, tutorials and FAQs.

Other 2023-2024 Forms will be available as listed below. Please continue to monitor your student center for To Do items that may require a form.

Information Resources

Fall 2023, Spring 2024 and Summer 2024

  • 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 2023-2024 form, make sure that you are submitting the 2023-2024 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.

  • Through the Student Forms Portal; If your documents are completed through the Student Forms portal, the fastest way for review is to submit them through the portal itself.
  • 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
  • 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.

2023-2024 Forms on our Student Forms Portal:

The Student Forms Portal can be found at fresnostate.studentforms.com and the following processes (along with their respective forms) are handled through this portal.

Students selected for the Verification process will need to complete their required tasks on our Student Forms Portal before we are able to award/disburse financial aid. 

If you need to submit Verification Documents, you will have a To Do item on your Student Center that directs you to our Student Forms Portal.

Students that are not meeting the Satisfactory Academic Progress requirements as outlined in our SAP Policy are able to appeal their SAP Status through our Student Forms Portal.

If you are not meeting the SAP requirements, you will have a SAP To Do item on your Student Center that directs you to our Student Forms Portal.

The Higher Education Act allows student financial aid administrators to address unusual circumstances utilizing professional judgment. If you or your family’s financial situation has significantly changed from 2021 (the tax year used on your 2023-2024 aid application), you may request a re-evaluation of your aid eligibility using more current information. The change may result in a revision of your Expected Family Contribution (EFC), which in some cases may increase your financial aid eligibility.  Unfortunately, we cannot guarantee that each review will produce a specific, desired outcome. 

SUBMISSION DEADLINE:

  • For Fall only: December 1, 2023
  • For Fall and Spring or Spring only: April 5, 2024
  • For dependency status changes due to marital status: February 23, 2024

To initiate a Professional Judgement (PJ) Appeal:

  • The student will need call our office to request an appointment with a Financial Aid and Scholarships Counselor beginning June 1.
  • After the counselor appointment, if the circumstances appear to warrant an adjustment, the student will be directed to our Student Forms portal to submit their appeal electronically.

What is needed:

To submit an appeal you will need to provide:

  • Detailed statement describing your special circumstances
  • Documentation supporting your circumstances. Submitting as much detailed documentation as possible reduces the need for additional follow up. 

NOTE: If you were selected for verification, those documents must be submitted and the process complete, before a PJ appeal can be processed.

Any professional judgement decisions made by Fresno State staff members are final and cannot be appealed to the U.S. Department of Education (ED)

Changes in circumstance which could qualify for review, but are not limited to:

  • Layoff/Unemployment
  • Disability
  • Retirement
  • Death
  • Divorce/Separation
  • Out of pocket medical costs not covered by insurance from between January and December of the prior calendar year. Expenses must not exceed medical expenses as allowed by financial aid regulations.
  • Change in the number of family members in the household whom you or your parents provide more than 50% support.

Please note that if it is determined that granting a professional judgement request will not make a change or will negatively impact the student it will be denied and no changes will be made.

The PJ Appeal is previoulsy known as the Projected Year Petition (PYP).

 This is an appeal form for review to become independent on the FAFSA or California Dream Act Application based on unusual circumstances in regards to the student's relationship with parent(s).

Unusual circumstances include, but are not limited to:

  • Abandonment by parents
  • An abusive family environment that threatens the student’s health or safety
  • The student is unable to locate his parents

Circumstances that do not qualify include:

  • Parents refusal to contribute to the student’s education
  • Parents unwillingness to provide information on the application or information needed for verification
  • Parents not claiming the student as a dependent for income tax purposes
  • Student demonstrates total self sufficiency 

Students who indicate a special circumstance on their financial aid application will have a Dependency Override Appeal To Do item on their Student Center which provides instruction for how to move forward.

If you do not have the Dependency Override To Do item, but you feel your situation warrants a dependency override appeal, please contact our office to set up an appointment to meet with a counselor.

 

2023-2024 Forms:

 

A Teacher Education Assistance for College and Higher Education (TEACH) Grant is different from other federal student grants because it requires you agree to complete a teaching service obligation as a condition for receiving the grant, and if you don't complete the service obligation, the TEACH Grant will be converted to a loan that you must repay, with interest.

For more information about the TEACH Grant, please click here.

Click here for the 2023-2024 TEACH Grant Request Form

NOTE: We will begin processing TEACH Grant Requests after the census. Remember, you must submit all required documents for processing and to avoid delays.

To have your subsidized or unsubsidized loan adjusted, please complete this form.

Click here for the 2023-2024 Loan Adjustment Form.

To have your Parent PLUS Loan adjusted, please have your parent borrower complete this form.

Click here for the Parent PLUS Loan Adjustment Form.

If you are a graduate student, you may apply for a Graduate PLUS Loan to help cover the costs of your education. After you have applied for the Graduate PLUS loan at studentaid.gov and have been approved, you must submit the Graduate PLUS Loan Request Form to our office in order for the loan to be processed. In order to be eligible, you do need to be in at least 6 units.

Click here to complete the Graduate PLUS Loan Request Form

To have your Graduate PLUS Loan adjusted, please complete this form.

Click here to complete the Graduate PLUS Loan Adjustment Request Form.

After you or your parent have applied for and been approved for a private loan through your chosen lender, you must submit a Private Loan Request Form to our office in order for the loan to be processed.

Click here to complete the Private Loan Request Form.

To have your private loan adjusted, please complete this form.

Click here to complete the Private Loan Adjustment Request Form

If you need to submit a statement to our office, you may use this form.

Click here for the Student Statement Form.

If you need to submit a Parent Statement to our office, you may use this form.

Click here for the Parent Statement Form.

Click here for the Summer Loan Interest Form.

For more information on summer financial aid eligibility, visit: https://studentaffairs.fresnostate.edu/financialaid/finaid101/summer101.html

Students that are eligible for the Federal Pell Grant and State University Grant will be automatically identified. If you are interested in student loans during the summer, the Summer Loan Interest Form will be available in April. 

You may be eligible for Summer 2024 federal financial aid.  To be considered:

  • Have a 2023-2024 Free Application for Federal Student Aid (FAFSA) with Fresno State's school code (001147) on file.
  • Be admitted to the University in an eligible program and enrolled in intersession/summer courses.
  • In most cases, students will need to be in at least half-time units to be eligible.
  • Be meeting Satisfactory Academic Progress (SAP) requirements after the Spring 2024 semester grades have been posted in order to be eligible for summer financial aid.  
    • (NOTE: Failure to meet SAP will mean you are ineligible for federal aid. If you are not meeting SAP, you can submit a SAP appeal for consideration. For how to appeal and appeal deadlines, please visit our website.)
  • Meet general eligibility requirements for Federal Student Aid.
  • Have all financial aid 2023-2024 To Do items on the Student Center submitted by Friday, June 7, 2024.
  • For student loans, complete the Summer Loan Interest Form