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Office of Financial Aid and Scholarships

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Student Forms

EXCITING NEWS! You can submit your verification documents electronically!

Each year when you apply for financial aid, you have a chance of being selected for a process called verification. This process is required by the U.S. Department of Education and/or the California Student Aid Commission in an effort to ensure the accuracy of financial aid applications. Students that have been selected in the past have had to collect specific forms and tax documents and submit them to our office in person, via fax or by mail – but now, students can easily complete their forms and upload their documents online from their phone, tablet, or computer!

 Student Forms is our new student portal that allows students (and parents) to electronically sign and upload documents! This means that you can submit your documents securely without having to come into the office!

This technology is cool! As you work through the forms, it will update in real time with documentation that is needed from you based on your answers.

 

When creating your account, you’ll be using your Fresno State email. You will want to make sure your information matches exactly what is on your financial aid application. Once you have successfully created your account, it will be linked with your my.FresnoState portal and you’ll be able to take care of tasks electronically!

NOTE: If you completed the California Dream Act Application, you will want to enter your California Dream ID in lieu of a social security number when creating your account. This ID# can be found on your CA Student Aid Report on Webgrants, https://mygrantinfo.csac.ca.gov/.      

 

Here are a couple of items that your parent will need to keep in mind when creating their account:

  • When the student identifies which parent they are requesting a signature from, that is the only parent that will be able to sign the document, unless the student goes back into the task and edits the selected parent.
  • The parent will need to notify the student if the information on the document is inaccurate and needs to be changed. The student will need to make this change and re-request the signature.
  • If the parent has more than one child attending Fresno State, they should create a separate username for each child. It is highly encouraged that they use a different email for each child as well.

For FAFSA Filers: If the parent does not have a valid SSN, they will not be able to electronically sign and neither with the student. The student will instead click “Opt out of E-sign” which will allow them to download and print the document so that both the student and parent can provide wet signatures. Once the document has been signed, the student will upload it.

 YES, and we encourage you to do so! When you are creating your account, you will want to use your California Dream ID instead of a social security number. This is true even if you have a valid social security number, unless otherwise directed by our office.

This ID# can be found on your CA Student Aid Report on Webgrants, https://mygrantinfo.csac.ca.gov/.      

On your my.FresnoState Student Center, you will see a To Do item on your account (you may have multiple To Do items). When you click the details of this To Do item, you will see that it is directing you to Student Forms. Once you log into your Student Forms portal, you will see the tasks that are being requested of you.

This technology is cool! As you work through the forms, it will update in real time with documentation that is needed from you based on your answers.

 Yes, you absolutely can! You will be directed to create a PIN and that will be your electronic signature going forward. You can also click “Opt out of E-Sign” which will allow you to download the document, print it, sign it with your wet signature, and upload it back into your task.

 

Yes! Once you have e-signed your document, you will be brought back to the main page of your tasks and you will see a section that indicates a parent signature is required, as well as a button that says “Request”.

  1. You’ll click the “Request” button and a pop-up showing the parent(s) listed on the financial aid application will appear.
  2. Click the parent you would like to electronically sign the document (NOTE: if you have two parents listed on your financial aid application, only the parent you choose will have the ability to sign the document.)
  3. The parent will receive an email notification letting them know that a document needs their signature – They will need to create an account if they have not already.
  4. The parent can review and electronically sign the document through their account.

IMPORTANT: The parent will need to notify the student if the information on the document is inaccurate and needs to be changed. The student will need to make this change and re-request the signature.

For FAFSA Filers: If the parent does not have a valid SSN, they will not be able to electronically sign and neither with the student. The student will instead click “Opt out of E-sign” which will allow them to download and print the document so that both the student and parent can provide wet signatures. Once the document has been signed, the student will upload it.

If the parent has more than one child attending Fresno State, they should create a separate username for each child. It is highly encouraged that they use a different email for each child as well.

If the parent uses the same username/email for all of their children attending Fresno State and they forget their login information, the system will not be able to tell which account they are trying to recover. This will cause a delay in electronically signing documents.

If additional documents are needed, you will be notified in a couple of ways:

 

  • Text Message: Students that provide their cell phone information upon creating an account will be notified via text message.
  • E-Mail: You will also receive an e-mail to your Fresno State email.
  • Status of To Do Item: On your my.FresnoState Student Center, the status of the To Do item will change with 24 hours:
    •   If the status is “initiated”, there are tasks that require your attention.
    •  If the status is “received”, we have received your submitted documents and are reviewing.
    • Please note that if you submit all of the requested items, the status will change to “received” within 24 hours. If additional information is needed, the status will change back to “initiated” within 24 hours.

 The To Do item will disappear once the review process has been completed.

However, if you click the “More” button from your Student Center, you will be able to see more information about the To Do items on your account, including the status. This status will change based on the following:

  •  If the status is “initiated”, there are tasks that require your attention
  •  If the status is “received”, we have received your submitted documents and are reviewing
  • Please note that if you submit all of the requested items, the status will change to “received” within 24 hours. If additional information is needed, the status will change back to “initiated” within 24 hours.

Yes you can! This portal is functional on mobile devices! 

While our goal is to implement more electronic processes in the near future, a few documents are still processed in-office and/or have requirements to verify your identity in person.

 

Click on the tile for the tutorial video that you wish to view!