Forms & Documents

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Please submit forms for the appropriate academic year. Older forms may not have applicable information or may no longer be in use for a specific academic year.  

2024-25 Forms and Documents

Cal Grant Access Funds Form
California Dream Act Student Affidavit
Cal Grant Students with Dependent Children
Identity Statement of Educational Purpose - Notary
Identity Statement of Educational Purpose - PLNU
Clarification of Family Size - Independent
Clarification of Family Size - Dependent
Parent/Contributor Asset Information
Student Asset Information
Marital Status Update/Clarification - Student
Marital Status Update/Clarification - Parent/Contributor
Non-Filer Tax Form - Student
Non-Filer Tax Form - Parent/Contributor
Appeal Unusual Circumstance
Appeal Unusual Circumstance - Renewal
Borrower Acknowledgment of Obligation - FED
Discharge Borrower Loan Adjustment Form - GPS
Physician Certification - FED
Unsubsidized Loan Request Form 
Loan Adjustment Form - AUG
Loan Adjustment Form - CRED
PLUS Loan Request Form - GPS
Loan Adjustment Form - GRAD
Title IV Authorization Form
Appeal for One-Time Income - Independent
Appeal for One-Time Income - Dependent
Appeal for Change of Family Size - Independent
Appeal for Change of Family Size - Dependent
Appeal for Death of Spouse - Independent
SAP Appeal Non-Year Specific
TEACH Grant Offer and Flyer
Appeal Medical or Dental Expenses - Independent
Appeal Medical or Dental Expenses - Dependent
Appeal Loss of Income - Independent
Appeal Loss of Income - Dependent
Appeal for Death of Parent Contributor - Dependent
Appeal Number in College

2023-24 Forms and Documents

Cal Grant Access Funds Form
California Dream Act Student Affidavit
Cal Grant Students with Dependent Children
Clarification of Household Size and Number in College - Dependent
Identity Statement of Educational Purpose
Clarification of Household Size and Number in College - Independent
Parent/Contributor Asset Information
Non-Tax Filer Form - Parent/Contributor
Student Asset Information
Non-Tax Filer Form - Student
Marital Status Change - Student
Appeal for Change of Family Size - Dependent
Appeal for Change of Family Size - Independent
Appeal for Death of Parent/Contributor - Dependent
Appeal for Death of Spouse - Independent
Appeal for Independent Student Status
Appeal for Independent Student Status - Renewal
Appeal for Loss of Income - Dependent
Appeal for Loss of Income - Independent
Appeal for Excess Medical or Dental Expenses - Independent
FAFSA Signature Page
Identity-Statement of Educational Purpose - Notary
Identity-Statement of Educational Purpose - PLNU
Clarification of Marital and/or Tax Filing Status - Parent/Contributor
Clarification of Marital and/or Tax Filing Status - Student
Loan Adjustment Form - AUG
Loan Adjustment Form - CRED
PLUS Loan Request Form
Loan Adjustment Form - GRAD

Other Important Documents

PLNU Consumer Information Disclosure Calendar
2023-2024 Post-Baccalaureate Satisfactory Academic Progress (SAP) Policy
2023-2024 Adult Undergraduate (AUG) Satisfactory Academic Progress (SAP) Policy
2023-2024 Adult Undergraduate (AUG) Financial Aid Terms and Conditions
2023-2024 Post-Baccalaureate Terms and Conditions
2024-2025 Adult Undergraduate (AUG) Satisfactory Academic Progress (SAP) Policy
2024-2025 Post-Baccalaureate Satisfactory Academic Progress (SAP) Policy
2024-2025 Post-Baccalaureate Terms and Conditions
2024-2025 Adult Undergraduate (AUG) Financial Aid Terms and Conditions
VA Certification Request
VA Primary Parent/Contributor School Letter
VA Student Agreement
Return of Title IV Funds Policy and Procedure

Completed forms may be faxed to our office at (619) 563-2898. If you have questions, please feel free to contact your Student Financial Services advisor.