Support Page Content
Financial Aid Forms: Understanding The Steps
How to Submit Your Form(s)
Effective for the 2025-26 aid year, students/parents will submit some financial aid forms through the Verification Documents Online.
Current Submission Methods:
- Upload online (recommended!) using the Financial Aid Document Submission page. The link is also in the Student Center on the bottom right, under the Financial Aid Links section.
- In-person at the Student Service Center in Lassen Hall, Room 1000. There is a drop box on the left side of the entrance.
- Postal mail to 6000 J Street, Sacramento, CA 95819-6044. Attention: Lassen Hall, Room 1000.
Important: Please DO NOT email documents, as they will NOT be accepted due to privacy concerns.
Document upload issues? If you are experiencing issues uploading your financial documents through your Student Center, use a compatible browser such as Chrome, Mozilla Firefox, or Internet Explorer.
Student Change In Aid (e-Form)
A student-initiated form for aid adjustments which includes increasing or decreasing award amounts, reinstating or canceling aid, and reporting any changes to their financial aid file. This also includes requesting Federal Work-Study.
Steps to Complete
- Access the "Change In Aid (e-Form)" below.
- Select the option that applies to the student’s request.
- Follow the instructions on the form to submit online.
2025-2026 Change in Aid Form (e-form)
This form applies to Fall 2025, Spring 2026, and Summer 2026
Apply for the Parent Plus Loan
The Direct Parent PLUS Loan is a credit-based parent loan offered to eligible dependent students who 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.
NOTE: There are no forms required; simply follow the steps below:
Steps for the Parent to Apply
- Log in to Federal Student Aid with PARENT FSA ID
- Under the “Grants and Loans” drop-down, select “PLUS Loans: Grad PLUS and Parent PLUS”
- Select “Learn More” in the section labeled “I am a Parent of a Student.”
- Select Start. Under “Select an Award Year,” select the academic year you are requesting the loan for.
- In the School and Loan Information section, the loan period is August through May of the academic year (ex: 08/2025 – 05/2026).
IF THE LOAN IS APPROVED
Complete the items below:
- Under the “Grants and Loans” drop-down, select “Annual Student Loan Acknowledgment.” Click “Start” under the section "I am a Parent of an Undergraduate Student.” Complete acknowledgment.
- Complete the PLUS Loan Master Promissory Note (MPN). On the MPN, be sure to correctly list the student’s name, date of birth, and social security number.
IF THE LOAN IS DENIED
Due to the credit decision made by the lender, the parent may use the following to pursue the PLUS Loan:
- Appeal the credit decision with the Direct Loan Servicing Center (800-557-7394)
- If the appeal is approved, then complete the “IF APPROVED” section.
- Complete PLUS Counseling at Federal Student Aid
- Use a co-signer by having the individual log in to Federal Student Aid and complete an Endorser Addendum.
- Complete PLUS Counseling at Federal Student Aid
The student needs to monitor their My Sac State for the parent loan updates.
Graduate/Professional Direct Plus Loan Request Form
The Graduate Federal Direct PLUS loan is offered to FAFSA-eligible students pursuing a graduate degree. This is a credit-based loan and is automatically offered on the student’s financial aid award letter. This form is required to request and pursue the loan.
Steps to Complete
- Download the "Graduate/Professional Direct Plus Loan Request Form"(PDF) below.
- Complete the steps listed on the form.
- Gather the necessary documents applicable to the “If Approved” or “If Denied” sections of the form. Note: Typed/electronic signatures are not accepted
- The student will submit the form. Refer to the How to Submit Your Forms section at the top of this webpage for details.
- The student will submit the form. Refer to the How to Submit Your Forms section at the top of this webpage for details.
2025-2026 Graduate / Professional Direct PLUS Loan Request Form
College Of Continuing Education (CCE) Information Request (e-Form)
This form applies to 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
- Access the "College of Continuing Education (CCE) Information Request” (e-Form) below or directly on the student’s To Do List.
- List the applicable classes to the semester(s) of attendance.
- Follow the instructions on the form to submit online.
2025-2026 College of Continuing Education (CCE) Information Request (e-form)
Student Housing Clarification (e-Form)
Students who are requesting an update on their Housing status (i.e., on-campus, off-campus, with parent) for the academic year, should complete the e-form below.
Steps to Complete
- Access the "2025-2026 Student Housing Clarification” (e-Form) below.
- Complete the steps listed on the form.
- Follow the instructions on the form to submit online.
Federal Work-Study Student Employee Hiring Instructions
A guide for FWS student employees with step-by-step instructions and details for the hiring process with their employer. 2025-2026 Federal Work-Study Student Employee Hiring Instructions
Student Budget Increase Appeal (e-Form)
The Budget Increase Appeal is offered to students 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
- Access the "Budget Increase Appeal" (e-Form) form below.
- Complete the sections listed on the form.
- Gather supporting documentation and attachments for the appeal.
- Complete the steps listed on the form and submit it online.
Official Academic Plan - Satisfactory Academic Progress Appeal
The Official Academic Plan is associated with 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
- Download the "Official Academic Plan for Satisfactory Academic Progress Appeal" (PDF) form below or directly on the student’s To Do List.
- Complete the steps listed on the form.
- Obtain the required signatures from the applicable advisors. Note: Typed/electronic signatures are not accepted.
- The student will submit the form. Refer to the How to Submit Your Forms section at the top of this webpage for details.
2025-2026 Official Academic Plan - Satisfactory Academic Progress Appeal
Loss of Income for Parent (Dependent Student)
Students must use this form to begin the Loss of Income Appeal process for their parent(s). This appeal is for parent(s) who have completed a financial aid application but experienced a change in income compared to what was originally reported. The appeal typically becomes available in July.
Steps to Complete
- Download the "Loss of Income for Parent (Dependent Student)" (PDF) form below.
- Complete the sections listed on the form.
- 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.
- The student will submit the form. Refer to the How to Submit Your Forms section at the top of this webpage for details.2025-2026 Loss of Income for Parent (Dependent Student)
Loss of Income Appeal for Student/Spouse (e-Form)
Students must use this eForm to begin the Loss of Income Appeal process for themselves or spouse. This appeal is for students who have completed a financial aid application but experienced a change in income compared to what was originally reported. The appeal typically becomes available in July
Steps to Complete
- Access the "Loss of Income Appeal for Student/Spouse" (e-Form) form below.
- Complete the sections listed on the form.
- 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.
- Complete the steps listed on the form and submit it online.2025-2026 Loss of Income for Student/Spouse (e-Form)
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.
Steps to Complete
- Download the "Loss of Income Documentation Request" form below.
- Follow the instructions outlined on the form.
- The student will submit the form and attach all applicable documents. Refer to the How to Submit Your Forms section at the top of this webpage for details.
- Locate the “Loss of Income Documentation Request form” (PDF) for a list of applicable documents found below. 2025-2026 Loss of Income Documentation Request Form
Cal Grant Transfer Entitlement Verification
This task applies to Cal Grant recipients who are required to verify their eligibility. The task will be found on the student's Holds if required to complete.
Steps to Complete
- Refer to the description on your Hold, it should route you to complete on the WebGrants 4 Students website.
There are no additional forms needed. All updates will be made directly on the Student's WebGrants account.
Consortium Agreement
The Consortium Agreement is a contract between Sac State and another college that helps maximize a student’s financial aid eligibility.
Steps to Complete
- Access the "Consortium Agreement" (PDF) form below.
- Complete all sections of the form. For Step 2: Host Campus Certification of Aid must be completed by the Financial Aid Office of the Host campus.
- Sign and date the form. Note: Typed/electronic signatures are not accepted.
- The student will submit the form and required attachments. Refer to the How to Submit Your Forms section at the top of this webpage for details.
Fall 2025 Consortium Agreement
The Fall 2025 deadline is September 26.
Corrections Required to your FAFSA
This form serves as a guide to help students make the proper corrections to their FAFSA. These steps apply to teaching credential students who may have incorrectly answered questions regarding their grade level and classification.
Steps to Complete
- Download the "Financial Aid & Enrollment Verification" (PDF) form below.
- Review the instructions and take steps to make corrections to your FAFSA.
Third-Party Financial Aid Verification
This form must be initiated by the student. It permits 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
- Download the "Third-Party Financial Aid Verification" (PDF) form below.
- Complete the Third-Party Release section only as outlined.
- Email the completed form to sacstatessc@csus.edu from your CSUS email with “Financial Aid Verification” in the Subject line. The form can also be dropped off at Lassen Hall, Room 1000.
Third-Party Financial Aid Verification
Allow 5-7 business days for the office to process your request. It will be submitted directly to the third-party agency with the contact information listed. Processing time may increase during peak periods.
Request for the IRS Verification Of Non-Filling Letter
The parent/student can request 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:
- Account Transcript
- Tax Return Transcript
- Verification of Non-filing
- Form W-2, Form 1099 series, Form 1098, or 5498 series Transcripts
Requesting from the IRS
- Download 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 the taxpayer (s) and phone number.
- 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 taxpayer.
- The student will submit the Letter of Non-filing. Refer to the How to Submit Your Forms section at the top of this webpage for details.