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Student Service Center Division of Student Affairs

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Financial Aid Forms: Understanding The Steps

Financial Aid Document Upload Tool

Several of the forms listed below can be submitted via the Financial Aid Document Upload Page

Financial Aid Document Upload Page

Parent Direct Plus Loan Request Form

The Direct Parent PLUS Loan is a credit-based parent loan offered to eligible dependent students that file a FAFSA. If eligible, award amounts are typically listed on the student’s school account, My Sac State. This loan is intended for a parent borrower to pursue on behalf of the student to assist with college expenses. This form is required for eligible parent loan borrowers who are interested in pursuing the loan. For video instructions, visit the Video Resources & Tutorials page.

Steps to Complete

  1. Access the “Parent Direct Plus Loan Request” (PDF) Form below.
  2. Complete the steps listed on the form.
  3. Gather the necessary documents applicable to the “If Approved” or “If Denied” sections to the form. Note: Typed/electronic signatures are not accepted.

2023-2024 Parent Direct PLUS Loan Request Form

Submission

The student must submit the form and any attachments for their parent. Include the student’s name, Sac State ID number on all pages and required signatures prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Graduate/Professional Direct Plus Loan Request Form

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

Steps to Complete

  1. Access the "Graduate/Professional Direct Plus Loan Request Form"(PDF) below.
  2. Complete the steps listed on the form.
  3. Gather the necessary documents applicable to the “If Approved” or “If Denied” sections to the form. Note: Typed/electronic signatures are not accepted

2023-2024 Graduate / Professional Direct PLUS Loan Request Form

Submission

The student must submit the form and attachments with required signatures. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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 Complete

  1. Access the "Parent Asset Informative"(PDF) form below.
  2. Complete the steps listed on the form.
  3. Sign and date the form. Note: Typed/electronic signatures are not accepted.

2023-2024 Parent Asset Information

Submission

The student must submit the form with all required signatures for the parent. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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 the student’s My Sac State account > Student Center > To Do List in “initiated” status. For video instructions, visit the Video Resources & Tutorials page.

Steps to Complete

  1. Access the "Parent Household Size and Number in College Verification"(PDF) Form below or directly on the student’s To Do List.
  2. Complete the steps listed on the form.
  3. Sign and date the form. Note: Typed/electronic signatures are not accepted.

2023-2024 Parent Household Size and Number in College Verification

Submission

The student must submit the form with all required signatures for the parent. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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 the student’s My Sac State account > Student Center > To Do List in “initiated” status. For video instructions, visit the Video Resources & Tutorials page.

Steps to Complete

  1. Access the "Parent Income Verification"(PDF) form below or directly on the student’s To Do List.
  2. Complete the steps listed on the form.
  3. Sign and date the form. Note: Typed/electronic signatures are not accepted.

2023-2024 Parent(s) Income Verification

Submission

The student must submit the form with all required signatures for the parent. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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 Complete

  1. Access the "Parent Marital Status"(PDF) form below or directly on the student’s To Do List.
  2. Complete the steps listed on the form.
  3. Sign and date the form. Note: Typed/electronic signatures are not accepted.

2023-2024 Parent Marital Status Verification

Submission

The student must submit the form with all required signatures for the parent. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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 Complete

  1. Access the "Parent Means of Support Verification"(PDF) form below or directly on the student’s To Do List.
  2. Complete the steps listed on the form.
  3. Sign and date the form. Note: Typed/electronic signatures are not accepted.

2023-2024 Parent Means of Support Verification

Submission

The student must submit the form with all required signatures for the parent. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Parent Tax Transcript Cover Sheet

Parents of dependent students will attach this form to their 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.

FAFSA applicants only: the student may use the IRS Data Retrieval Tool (DRT) to transfer their parent's tax information on their application. This form may not be required and will be removed from the student’s account if the data was successfully transferred by the IRS DRT.

Steps to Request

  1. Access the "Parent Tax Transcript Cover Sheet" (PDF) form below or directly on the student’s To Do List.
  2. Use ANY method under “How to Request an IRS Tax Return Transcript” section on the form to request for the physical/digital transcript from the Internal Revenue Service (IRS).
  3. Review the details based the best option for the parent.

2023-2024 Parent Tax Transcript Cover Sheet

Submission

The student must submit the form and any attachments for their parent. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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. This form is required if there were changes reported by the IRS or made by the parent since the filing of their taxes. 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. Access the "Parent Amended Tax Return" (PDF) form below or directly on the student’s To Do List.
  2. Obtain a copy of the parent’s Amended 1040X AND tax return transcript. Follow the instructions on the form.
  3. Review the details based the best option for the parent.

2023-2024 Parent Amended Tax (1040x) Return Transcript Cover Sheet

Submission

The student must submit the form and any attachments for their parent. Include the student’s name, Sac State ID number on all pages, and required signatures prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Parent Verification Of Non-Filing Letter

Parents of dependent students who did not file taxes or did not earn income 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. Access the "Parent Verification of Non-filing" (PDF) form below or directly on the student’s To Do List.
  2. Use ANY method under “How to Request a Verification of Non-filing Letter” section on the form to request for the physical/digital letter from the Internal Revenue Service (IRS).
  3. Review the details based the best option for the parent.

2023-2024 Parent Verification of Non-Filing Letter

Submission

The student must submit the form and any attachments for their parent. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Change In Aid (e-Form)

Students who need to adjustments to their financial aid will use this form. Adjustments include increasing or decreasing award amounts, reinstating or cancelling aid, and reporting any changes to their financial aid file.

Steps to Complete

  1. Access the "Change In Aid (e-Form)" below.
    • Select 2022-2023 Change In Aid Form for Fall 2022, Spring 2023 and Summer 2023
    • Select 2023-2024 Change In Aid Form for Fall 2023, Spring 2024, and Summer 2024
  2. Complete the option applicable to the student’s request.

2023-2024 Change in Aid Form (e-form)

Submit the Form Online

The student will submit the form directly online using their My Sac State login credentials. The form will appear on the student's To-Do List in “received” status upon within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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. Access the "College of Continuing Education (CCE) Information Request” (e-Form) below or directly on the student’s To Do List.
  2. List the applicable classes to the semester(s) of attendance.

2023-2024 College of Continuing Education (CCE) Information Request (e-form)

Submit the Form Online

The student will submit the form directly online using their My Sac State login credentials. The form will appear on the student's To-Do List in “received” status upon within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Unaccompanied Youth Form

Students who indicated that they are an unaccompanied youth (i.e., 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. Access the "Unaccompanied Youth" (PDF) form below or directly on the student’s To Do List.
  2. Complete the steps listed on the form.
  3. Sign and date the form along with other application verifications. Note: Typed/electronic signatures are not accepted.

2023-2024 Unaccompanied Youth Form

Submission

The student must submit the form with all required signatures. Include the student’s name and Sac State ID number on all pages. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Unclassified Graduate Questionnaire Form

Students that 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. Access the "Unclassified Graduate Questionnaire" (PDF) form below or directly on the student’s To Do List.
  2. Complete the steps listed on the form.
  3. Sign and date the form. Note: Typed/electronic signatures are not accepted.

2023-2024 Unclassified Graduate Questionnaire Form

Submission

The student must submit the form with all required signatures. Include the student’s name and Sac State ID number on all pages. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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.

FAFSA applicants only: the student may use the IRS Data Retrieval Tool (DRT) to transfer their tax information on their application. This form may not be required and will be removed from the student’s account if the data was successfully transferred by the IRS DRT.

Steps to Request

  1. Access the "Student Tax Transcript Cover Sheet" (PDF) form below or directly on the student’s To Do List.
  2. Use ANY method under “How to Request an IRS Tax Return Transcript” section on the form to request for the physical/digital transcript from the Internal Revenue Service (IRS).
  3. Review the details based the best option for the student.

2023-2024 Student Tax Transcript Cover Sheet

Submission

The student must submit the form and any attachments. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Student Amended Tax Return (1040x) Cover Sheet

The student may be selected to verify changes on their federal income taxes since the initial tax filing. 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. Access the "Student Amended Tax Return" (PDF) form below or directly on the student’s To Do List.
  2. Obtain a copy of the student’s Amended 1040X AND tax return transcript. Follow the instructions on the form.
  3. Review the details based the best option for the student.

2023-2024 Student Amended Tax (1040x) Return Transcript Cover Sheet

Submission

The student must submit the form and any attachments. Include the student’s name, Sac State ID number on all pages, and required signatures prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Student Verification Of Non-Filing Letter

Students who did not file taxes or did not earn income 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. Access the "Student Verification of Non-filing" (PDF) form below or directly on the student’s To Do List.
  2. Use ANY method under “How to Request a Verification of Non-filing Letter” section on the form to request for the physical/digital letter from the Internal Revenue Service (IRS).
  3. Review the details based the best option for the student.

2023-2024 Student Verification Of Non-Filing Letter

Submission

The student must submit the form and any attachments. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Spouse Tax Transcript Cover Sheet

If the student is married, they may be selected to verify their spouse’s federal income tax from the Internal Revenue Service (IRS). Attach this form to your Spouse’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 filed their taxes as “married filing jointly,” their spouse’s tax information should be already combined and can be transferred through the IRS Data Retrieval Tool on their FAFSA. If successfully transferred through FAFSA, this form will be cleared from the To Do List.

Steps to Request

  1. Access the "Spouse Tax Transcript Cover Sheet" (PDF) form below or directly on the student’s To Do List.
  2. Use ANY method under “How to Request an IRS Tax Return Transcript” section on the form to request for the physical/digital transcript from the Internal Revenue Service (IRS).
  3. Review the details based the best option for their spouse.

2023-2024 Spouse Tax Transcript Cover Sheet

Submission

The student must submit the form and any attachments for their spouse. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Spouse Amended Tax (1040X) Return Cover Sheet

The student’s spouse may be selected to verify changes on their federal income taxes since the initial tax filing. 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. Access the "Spouse Amended Tax Return" (PDF) form below or directly on the student’s To Do List.
  2. Obtain a copy of their spouse’s Amended 1040X AND tax return transcript. Follow the instructions on the form.
  3. Review the details based the best option for the spouse.

2023-2024 Spouse Amended Tax (1040x) Return Cover Sheet

Submission

The student must submit the form and any attachments for their spouse. Include the student’s name, Sac State ID number on all pages, and required signatures prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

Spouse Verification Of Non-Filing Letter

Students who are married are required to verify their spouse’s income if they did not file taxes or did not earn income 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. Access the "Spouse Verification of Non-filing" (PDF) form below or directly on the student’s To Do List.
  2. Use ANY method under “How to Request a Verification of Non-filing Letter” section on the form to request for the physical/digital letter from the Internal Revenue Service (IRS).
  3. Review the details based the best option for their spouse.

2023-2024 Spouse Verification Of Non-Filing Letter

Submission

The student must submit the form and any attachments for their spouse. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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. To learn more about the FWS program, visit the Work Study webpage.

Steps to Complete

  1. Access the "Federal Work-Study” (e-Form) below.
  2. Complete the steps listed on the form.

2023-2024 Federal Work-Study Request (e-form)

Submit the Form Online

The student will submit the form directly online using their My Sac State login credentials. The form will appear on the student's To-Do List in “received” status upon within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office. The Student will be notified through their CSUS email regarding their eligibility.

Federal Work-Study Student Employee Hiring Instructions

A resource guide for FWS student employees. It will outline the instruction and details for the hiring process with your employer in five steps. Access the Federal Work-Study Student Employee Hiring Instructions below.

2023-2024 Federal Work-Study Student Employee Hiring Instructions

Federal Work-Study Intent-to-Hire (FWS EMPLOYERS ONLY)

If you have signed a 2023-2024 FWS Funding Allocation Form with the FWS Program, then for every FWS student hired you MUST submit an FWS intent-to-hire form. Before submitting the FWS Intent-to-Hire, confirm the student has been awarded FWS for the 2023-2024 academic year.

2023-2024 Federal Work-Study Intent-to-Hire

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. Access the "Budget Increase Appeal" (e-Form) form below.
  2. Complete the sections listed on the form.
  3. Gather supporting documentation and attachments for the appeal.

2023-2024 Budget Increase Appeal (e-form)

Submission

The student will submit the e-Form directly online using their My Sac State login credentials. The form will appear on the student's To-Do List in “received” status upon within 48 hours of a successful submission.

Supporting documentations or attachments must be submitted to complete the appeal. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office. The Student will be notified through their CSUS email regarding their eligibility.

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. Access the "Official Academic Plan for Satisfactory Academic Progress Appeal" (PDF) form below or directly on the student’s To Do List.
  2. Complete the steps listed on the form.
  3. Obtain required signatures from the applicable advisors. Note: Typed/electronic signatures are not accepted.

2023-2024 Official Academic Plan - Satisfactory Academic Progress Appeal

Submission

The student must submit the form with all required signatures. Include the student’s name and Sac State ID number on all pages. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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 available starting July.

Steps to Complete

  1. Access the "Loss of Income for Parent (Dependent Student)" (PDF) form below.
  2. Complete the sections listed on the form.
  3. Gather supporting documentation and attachments for the appeal. Use the “Loss of Income Documentation Request form” (PDF) for a list of applicable documents found below.

2023-2024 Loss of Income Parent

Submission

The student must submit the form and any attachments for their parent. Include the student’s name, Sac State ID number on all pages, and required signatures prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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 available starting July.

Steps to Complete

  1. Access the "Loss of Income Appeal for Student/Spouse" (e-Form) form below.
  2. Complete the sections listed on the form.
  3. Gather supporting documentation and attachments for the appeal. Use the “Loss of Income Documentation Request form” (PDF) for a list of applicable documents found below.

2023-2024 Loss of income for Student/Spouse

Submission

The student will submit the e-Form directly online using their My Sac State login credentials. The form will appear on the student's To-Do List in “received” status upon within 48 hours of a successful submission.

Supporting documentations or attachments must be submitted to complete the appeal. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office. The student will be notified through their CSUS email regarding their eligibility.

More Details & FAQ's About Loss Of Income

Loss Of Income Documentation Request Form

This form will serve as a guide to help the student/spouse and parent gather the appropriate documents to support their Loss of Income appeal. It may be attached as a cover sheet to the supporting documentation.

  • Locate the “Loss of Income Documentation Request form” (PDF) for a list of applicable documents found below.

2023-2024 Loss of Income Documentation

Supporting documentations or attachments must be submitted to complete the appeal. Include the student’s name and Sac State ID number on all pages prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office. The student will be notified through their CSUS email regarding their eligibility.

More Details & FAQ's About Loss Of Income

Consortium Agreement

The Consortium Agreement is a contract between Sac State and another college institution. It permits a student to enroll at another college while attending Sac State in the same semester. Courses must be transferrable towards the student’s degree progress to qualify. Total enrolled units from all schools will be combined altogether to determine aid eligibility at Sac State. Please note that not all college intuitions will participate in this agreement.

Steps to Complete

  1. Access the "Consortium Agreement" (PDF) form below.
  2. Complete all sections of the form. Important! Step 2: Host Campus Certification of Aid must be completed by the Financial Aid Office of the Host campus.
  3. Obtain copy of your class schedule to reflect your enrollment at the Host school.
  4. Sign and date the form. Note: Typed/electronic signatures are not accepted.

Spring 2024 Consortium Agreement

Submission

The student must submit the form with all required signatures and copy of class schedule from their host campus. Include the student’s name and Sac State ID number on all pages. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

Financial Aid & Enrollment Verification

This form allows the release of the student’s financial aid and enrollment to a third-party. The request will entail your financial aid awards, cost of attendance, and academic details (i.e., degree, graduation date, enrollment status) to the requested person(s) or agency.

Steps to Complete

  1. Access the "Financial Aid & Enrollment Verification" (PDF) form below.
  2. Complete the Third-Party Release section only.
  3. Email the completed form to sacstatessc@csus.edu from your CSUS email with “Financial Aid Verification” in the Subject line. If additional instruction is needed, please inform the office within your email correspondence.

Financial Aid & Enrollment Verification

Allow 5-7 business days for the office to process your request. It will be submitted directly the third-party agency with the contact information listed.

Corrections Required to your FAFSA

This form serves as a guide to help students make the proper corrections to their FAFSA. These steps are applicable to teaching credential students who may have incorrectly answered questions regarding their grade level and classification. Access the instructions below.

Corrections Required to Your 2022-2023 FAFSA

Corrections Required to Your 2023-2024 FAFSA

Cal Grant Transfer Entitlement Verification

This form is applicable to Cal Grant recipients. If a student is required to verify their requirements for Cal Grant, it will be listed on their student account. It will be listed on their Student Center > To Do List in “initiated” status.

Steps to Complete

  1. Access the "Cal Grant Transfer Entitlement Verification" (PDF) form below or directly on the student’s To Do List.
  2. Complete the sections listed on the form.
  3. Gather the required documentation and attachments for Section 2.
  4. Sign and date the form. Note: Typed/electronic signatures are not accepted.

2023-2024 Cal Grant Transfer Entitlement Verification

Submission

The student must submit the form and any attachments to process their Cal Grant eligibility. Include the student’s name, Sac State ID number on all pages, and required signatures prior to submission. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.

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

Requesting from the IRS

  1. Visit the IRS website and locate the current “Form 4506-T" (PDF)
    • 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 tax payer(s) and phone number.
  2. Mail or fax the complete document using the instructions outlined on page 2 to the IRS. Do not mail the 4506-T form to the school. We cannot generate a tax document for the tax payer.

Submission

The parent/student will receive a physical copy of their requested tax document to their address. The student must submit the form with all required signatures. Include the student’s name and Sac State ID number on all pages. The student may use any of the following methods: (1) Student Online Upload (preferred!), (2) Fax to 916-278-6082, or (3) Postal Mail to Student Service Center, Lassen Hall, Room 1000 at 6000 J Street, Sacramento, Ca 95819-6044. Email submissions are not accepted as students should never email documents with sensitive data.

The form will appear on the student's To-Do List in “received” status upon receipt by the office. For online upload, the student will receive an email confirmation and their form status will update within 48 hours of a successful submission. The form(s) will be removed from the student’s To Do List when processed by the Financial Aid office.