FINANCIAL AID

2023-2024 Forms and Documents

Select a section to view a list of financial aid forms and documents for Fall 2023, Spring 2024 and Summer 2024.

Loan Documents

Federal Direct Parent PLUS Loan Request Form 
Submit this form to apply for the federal direct parent loan for undergraduate students (PLUS). For information about this parent loan program, go to https://www.csun.edu/financialaid/federal-plus-loan (Do not submit this form until you have been awarded your financial aid).

Federal Direct Graduate PLUS Loan Request Form
Submit this form to apply for the federal direct PLUS loan for Graduate students. To access the loan request, log into the CSUN Portal. Once you are logged in, click the My Finances menu and select Financial Aid & Scholarships. Scroll down to the Financial Aid Essentials section and click Financial Aid Forms. Note - Your request will not be processed until you are enrolled at least half time. It may take up to 4 weeks for this request to be processed. 

Federal Direct Loan Request Form
DO NOT use this form if you can accept your Direct Loan online (see How to Accept a Loan tutorial

To access the loan request, log into the CSUN Portal. Once you are logged in, click the My Finances menu and select Financial Aid & Scholarships. Scroll down to the Financial Aid Essentials section and click Financial Aid Forms. Note - Your request will not be processed until you are enrolled at least half time. It may take up to 3 weeks for this request to be processed.

Appeals/Special Circumstances Forms

Income Appeal Form

This form is used to apply for an Income Appeal for the 2023-2024 academic year. Do not submit this form until you read the important information and FAQs located at https://www.csun.edu/financialaid/appealsspecial-circumstances. 

Note: If the following applies to you, submitting an appeal will NOT change your aid eligibility:

  • Your 2023-2024 Expected Family Contribution (EFC) is $0.
  • You are a 2nd BA degree student who has been offered $5,500 in a Federal Direct Subsidized Loan.
  • You are a 2nd Credential student or are enrolled in an Intern Credential program and were offered$5,500 in a Federal Direct Subsidized Loan. 

Cost of Attendance Appeal (COA) Form 

This form is used to apply for a COA Appeal for the 2023-2024 academic year. Do not submit this form until you read the important information and FAQs located at https://www.csun.edu/financialaid/appealsspecial-circumstances. 

Dependency Override Request

Students who are considered dependent per federal/state definition must provide parental information on their financial aid application. In extraordinary and documented cases, a financial aid administrator may override a student’s dependency status for the purpose of applying for financial aid.  Go to https://www.csun.edu/financialaid/appealsspecial-circumstances and read the information FAQs if you believe you have extraordinary circumstances which warrant a review of your dependency status for 2023-2024.

Other Forms and Documents

2023-2024 Verification of Non-filing 
Submit this form if we have requested you/spouse/parent to submit a 2021 verification of non-filing from the IRS and you have not been able to obtain that verification from the IRS or any tax authority.

Authorization to Release Information  
Submit this form to authorize the Financial Aid & Scholarship Department to release student or parent information to your parent. This form must be completed every year.

2023-2024 Status Change Notification Form
Submit this form to report enrollment status changes for fall and/or spring term. You can access this form by going to the CSUN home page and log into the CSUN Portal. Once you are logged in, click the My Finances menu and select Financial Aid & Scholarships. Scroll down to the Financial Aid Essentials section and click Financial Aid Forms. It may take up to 4 weeks for this request to be processed.

2023-2024 Confirmation of Update to Citizenship   
Submit this form to confirm that you have updated your U.S. citizenship status with the Social Security Administration.  Do not send original citizenship documents by mail.  For additional information, refer to How to Submit Proof of U.S. Citizenship guide.

2023-2024 Confirmation of Eligible Noncitizen Status 
Submit this form to confirm you are in an eligible noncitizen immigration status for financial aid purposes. Do not submit original immigration status documents by mail.  For additional information, refer to How to Submit Proof of Eligible Noncitizen Status guide.

2023-2024 Statement of Educational Purpose 
Submit this form in person to the Financial Aid and Scholarship Department for verification of identity.  As required by the U.S. Department of Education, you must present a valid government-issued photo ID and sign the Statement of Educational Purpose attesting that the federal financial assistance you receive will be used for educational purposes only.  If you are unable to appear in person, you must sign the statement, have a notary public sign it to confirm that you appeared and presented the ID confirming your identity.  Once completed, send the notarized form with a copy of your ID via regular mail using the address on the form.

2023-2024 Loan Default Documentation 
Submit this acknowledgement form if you are currently in a student loan default status and qualify for the Fresh Start initiative announced by the U.S. Department of Education. Only submit this form if you defaulted on your student loans before March 13, 2020.