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Student Service Center Division of Student Affairs

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Financial Aid Forms: Understanding The Steps

Parent Direct Plus Loan Request Form

Parents of dependent students may pursue the Federal Direct PLUS loan if qualified. This is a credit-based loan and award amounts can be found on the Student’s My Sac State account > Student Center for eligible students. This form is required for eligible parent loan borrowers who are interested in pursuing the loan.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Parent Direct Plus Loan Request Form"
  2. Complete the steps as listed on the form (Note: typed/electronic signatures are not accepted)
  3. Based on the outcome of the Direct PLUS Loan Application, attach the necessary documents applicable to the “If Approved” or “If Denied” sections
  4. The Student may upload the completed form and attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Note: The Parent loan borrower should anticipate funds to be applied to any outstanding charges FIRST and any remaining funds are issued as a paper-check to the parent’s address on file.

Graduate/Professional Direct Plus Loan Request Form

Eligible students who are pursuing a graduate degree are eligible for the Federal Direct PLUS loan. This is a credit-based loan and not automatically offered on the Student’s financial aid award letter. This form is required for eligible student to pursue the loan.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Graduate/Professional Direct Plus Loan Request Form"
  2. Complete the steps as listed on the form
  3. Based on the outcome of the Direct PLUS Loan Application, attach the necessary documents applicable to the “If Approved” or “If Denied” sections. (Note: Typed/electronic signatures are not accepted)
  4. The Student may upload the completed form and attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819 -6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

When the document(s) is submitted, it will appear on the student's To-Do List in “received” status within 48 hours of receipt by the Financial Aid office. The document(s) will be removed from the Student’s To Do List and the Student will receive a notification through their My Sac State account when processed.

Parent Asset Information Form

Parents of dependent students may be selected to verify their assets. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Submit

  1. Visit the Financial Aid Forms page and download the "Parent Asset Information"
  2. Complete the steps as listed on the form (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Parent Household Size and Number in College Verification

Parents of dependent students may be selected to verify their household members and number in college. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Submit

  1. Visit the Financial Aid Forms page and download the "Parent Household Size and Number in College Verification"
  2. Complete the steps as listed on the form (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed form and/or (s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Parent Income Verification

Parents of dependent students may be selected to verify their reported income on the Student’s financial aid application. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Submit

  1. Visit the Financial Aid Forms page and download the "Parent Income Verification"
  2. Complete the steps as listed on the form (Note: Typed/electronic signatures are not accepted)
  3. The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Parent Marital Status Verification

Parents of dependent students may be selected to verify their parent’s marital status due to conflicting information listed on the Student’s financial aid application or documents that were submitted. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Submit

  1. Visit the Financial Aid Forms page and download the "Parent Marital Status Verification"
  2. Complete the steps as listed on the form (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Parent Means Of Support Verification

Parents of dependent students may be selected to verify other forms of financial support or benefits received. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Submit

  1. Visit the Financial Aid Forms page and download the "Parent Means Of Support Verification"
  2. Complete the steps as listed on the form (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Parent Tax Transcript Cover Sheet

Parents of dependent students will attach this form to the Parent’s IRS Tax Return Transcripts as the coversheet. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Note: If the Student uses the IRS Data Retrieval Tool to transfer their parent's tax information on their FAFSA, this form will not be required. This option is only available for FAFSA applicants only.

How to Request

  1. Visit the Financial Aid Forms page and download the "Parent Tax Transcript Cover Sheet"
  2. Use ANY method under “How to Request an IRS Tax Return Transcript” section to request for the physical transcript from the Internal Revenue Service (IRS)
  3. The Parent’s IRS Tax Return Transcript will be sent to their address

Submission

The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Parent Amended Tax Return (1040x) Cover Sheet

Parents of dependent students will attach this form to the Parent’s Federal Amended Tax Return (1040X) as the cover sheet. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Parent Amended Tax Return (1040x) Cover Sheet"
  2. Follow the instructions as listed on the form

Submission

The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Parent Verification Of Non-Filing Letter

Parents of dependent students who did not file taxes must submit the Verification of Non-filing from the Internal Revenue Service (IRS). If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Request

  1. Visit the Financial Aid Forms page and download the "Parent Verification Of Non-Filing Letter"
  2. Use ANY method under “How to Request a Verification of Non-filing Letter” section to request for the physical letter from the IRS
  3. The Verification of Non-filing will be sent to the Parent’s address

Submission

The Student may upload the completed document(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Change In Aid (e-Form)

Students who need to adjust their financial aid awards are to use this form.

Steps to Complete

  1. Visit the Financial Aid Forms page and access the "Change In Aid (e-Form)"
  2. Complete the option applicable to the Student’s request
  3. Submit the form online

What Happens After

The document will appear on the Student’s To-Do List in “received” status within 48 hours of submission. The document will be removed from the Student’s To-Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

College Of Continuing Education (CCE) Information Request (e-Form)

This form is applicable for students who applied for admission to a degree program through our College of Continuing Education (CCE). If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Complete

  1. Visit the Financial Aid Forms page and access the "College Of Continuing Education (CCE) Information Request (e-Form)"
  2. Complete the form with classes applicable to the semester(s) of attendance
  3. Submit the form online

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours of submission. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Unaccompanied Youth Form

Students who indicated that they are an unaccompanied youth who was homeless, or self-supporting, and at risk of being homeless on their financial aid application will be required to submit verification. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Unaccompanied Youth Form"
  2. Complete Sections I and II (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Unclassified Graduate Questionnaire Form

The Student has declared they are an Unclassified Graduate for the school year will need to verify their status to determine their financial aid eligibility. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Unclassified Graduate Questionnaire Form"
  2. Complete the form as outlined (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Student Tax Transcript Cover Sheet

The Student may be selected to verify their federal income tax from the Internal Revenue Service (IRS). Attach this form to the Student’s IRS Tax Return Transcripts as the cover sheet. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Note: If the Student uses the IRS Data Retrieval Tool to transfer their tax information on their FAFSA, this form will not be required. This option is only available for FAFSA applicants only.

Steps to Request

  1. Visit the Financial Aid Forms page and download the "Student Tax Transcript Cover Sheet"
  2. Use ANY method under “How to Request an IRS Tax Return Transcript” section to request for the physical transcript from the Internal Revenue Service (IRS)
  3. The Student’s IRS Tax Return Transcript will be sent to their address

Submission

The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Student Amended Tax Return (1040x) Cover Sheet

The Student may be selected to verify changes that were made to their federal income taxes. Attach this form to the Student’s Federal Amended Tax Return (1040X). If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Student Amended Tax Return (1040x) Cover Sheet"
  2. Follow the instructions as listed on the form
  3. The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Student Verification Of Non-Filing Letter

The Student may be selected to verify that they are not a tax filer. They will need to obtain the Verification of Non-filing from the Internal Revenue Service (IRS). If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Request

  1. Visit the Financial Aid Forms page and download the "Student Verification Of Non-Filing Letter"
  2. Use ANY method under “How to Request a Verification of Non-filing Letter” section to request for the physical letter from the IRS
  3. The IRS will send the Student’s Verification of Non-filing Letter to their address.

Submission

The Student may upload the completed document(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages).

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Spouse Verification Of Non-Filing Letter

The Student’s Spouse may be selected to verify that they are not a tax filer. Their Spouse will need to obtain the Verification of Non-filing from the Internal Revenue Service (IRS). If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Request

  1. Visit the Financial Aid Forms page and download the "Spouse Verification Of Non-Filing Letter"
  2. Use ANY method under “How to Request a Verification of Non-filing Letter” section to request for the physical letter from the IRS
  3. The IRS will send the Spouse’s Verification of Non-filing Letter to their address

Submission

The Student may upload the completed document(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Federal Work Study Request (e-Form)

Students who are interested in the Federal Work-Study (FWS) program and was not offered FWS on their financial aid awards can use this form to submit their request.

Steps to Complete

  1. Visit the Financial Aid Forms page and access the "Federal Work-Study Request (e-Form)"
  2. Complete and submit the form online

Submission

Upon submission, allow time for processing by the Financial Aid office. The Student will be notified through their My Sac State messages regarding their eligibility

Federal Work Study Student Employee Hiring Instructions

Instructions for current Federal Work-Study (FWS) Student Employers and new hires. Reference these instructions on the hiring process and program eligibility requirements.

Budget Increase Appeal (e-Form)

The Budget Increase Appeal are offered to students who are seeking to increase their budget (also known as the Cost of Attendance) due to documented expenses not covered in the standard budget within the school year.

Steps to Complete

  1. Visit the Financial Aid Forms page and access the "Budget Increase Appeal (e-Form)"
  2. Complete Sections I through II **
  3. Submit the form online
  4. Submit supporting documentation: Student may upload the completed document(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document will appear on the Student’s To Do List in “received” within 48 hours of submission to the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Official Academic Plan - Satisfactory Academic Progress Appeal

The Official Academic Plan is associated to the Satisfactory Academic Progress (SAP) appeal. The Student will need to identify the course(s) remaining in their degree progress. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Official Academic Plan - Satisfactory Academic Progress Appeal"
  2. Complete all sections of the form as listed (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed document(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Cumulative Unit Academic Plan

The Cumulative Academic Plan is associated to the Satisfactory Academic Progress (SAP) appeal. The student will need to identify the course(s) they are taking for the current academic year. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Cumulative Unit Academic Plan"
  2. Complete all sections of the form as listed (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed document(s) through our online portal send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Loss Of Income for Parent (Dependent Student)

Parent of dependent students are eligible for the Loss of Income Appeal if there has been a change in the family’s financial situation from what was initially reported on the Student’s financial aid application. This appeal is typically offered after the second week of the fall semester.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Loss Of Income for Parent (Dependent Student)"
  2. Complete all sections of the form as listed (Note: typed/electronic signatures are not accepted)
  3. Attach supporting documents to the appeal
  4. The Student may upload the completed document(s) and/or attachment(s) through our online portal. send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document will appear on the Student’s To Do List in “received” status within 48 hours of submission. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

More Details & FAQ's About Loss Of Income

Loss Of Income Appeal for Student/Spouse (e-Form)

Students who filed a financial aid application are eligible for a Loss of Income Appeal if there has been a change in their financial situation from what is currently reported on their financial aid application. This appeal is typically offered after the second week of the fall semester.

Steps to Complete

  1. Visit the Financial Aid Forms page and access the "Loss Of Income Appeal for Student/Spouse (e-Form)"
  2. Complete all sections of the form (Note: supporting documents will need to be added separately) & submit online
  3. Supporting documentation: Student may upload the completed document(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document will appear on the Student’s To Do List in “received” status within 48 hours of submission. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

More Details & FAQ's About Loss Of Income

Loss Of Income Documentation Request Form

The Documentation Request Form will guide the Student or Parent on the necessary documents to support their Loss of Income appeal.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Loss Of Income Documentation Request Form)"
  2. Reference #1 through #2 for types of documents that are acceptable
  3. The Student may upload the supporting documentation through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

More Details & FAQ's About Loss Of Income

IRS 4506-T Form - Request Verification Of Non-Filling Letter

The Parent/Student can request for physical copies of their tax documents from the Internal Revenue Service (IRS) using the IRS 4506-T Form. The form can request the following tax documents:

  • Tax Return Transcript
  • Account Transcript
  • Verification of Nonfiling
  • Form W-2, Form 1099 series, Form 1098, or 5498 series Transcripts

Submitting to the IRS

  1. Visit the Financial Aid Forms page and download the "IRS 4506-T Form"
    • Complete lines 1a through 4
    • Select the corresponding tax document you are requesting between lines 6 to 8
    • Input the correct tax year in line 9
    • Select the Signatory checkbox
    • Provide the signature of taxpayer(s) and phone number
  2. Mail or fax the complete document using the instructions outlined on page 2

Retrieving the Documents

The Parent/Student will receive a physical copy of their requested tax document to their address. The Student may upload the tax document(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

Submission

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Consortium Agreement

The Consortium Agreement allows undergraduate students to consider courses taken at a school other than Sac State, and have those courses count toward the degree at the home school. Units enrolled at another school and approved under the Consortium Agreement will be combined with the units at the home campus for consideration of federal and state aid programs.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Consortium Agreement"
  2. Complete Steps 1 through 4 (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed documents through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To-Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To-Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.

Cal Grant Transfer Entitlement Verification Form

Students who are required to verify that they have met the eligibility requirements for Cal Grant program will be required to submit this form. If required, this form will be requested on the Student’s My Sac State account > Student Center > To Do List in “initiated” status.

Steps to Complete

  1. Visit the Financial Aid Forms page and download the "Cal Grant Transfer Entitlement Verification Form"
  2. Complete sections 1 through 3 (Note: typed/electronic signatures are not accepted)
  3. The Student may upload the completed form and/or attachment(s) through our online portal, send by fax 916-278-6082 or postal mail to the Student Service Center at 6000 J Street, Sacramento, Ca 95819-6044 (Note: Include the Student’s name and Sac State ID # on all pages)

What Happens After

The document status on the Student’s To Do List will update to “received” within 48 hours upon receipt by the office. The document(s) will be removed from the Student’s To Do List when processed and/or the Student will receive a notification through their My Sac State account if further action is required.