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Administration & Finance Division
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Forms

The forms below are provided in PDF format. Click here to download Acrobat Reader.

GENERAL FORMS:

Authorization to Release Student Account Information
List all persons to whom a student's account information can be released. Student must sign.

Authorization for Transmittal of Funds
For students in off-campus programs who want their financial aid funds forwarded.

Direct Deposit Authorization (sign up required)
The direct deposit sign-up process is faster when you use your portal access. Go to the Money Matters tab and click on 'Student Center'. On your Student Center page, under the 'Finances' area, click on the Direct Deposit link. Type in your routing number, account number, and account type.

PLUS Borrower Authorization
To request that excess parent PLUS loan funds be direct deposited to the student's direct deposit account. Parent must sign.

Refund Request Form
Complete the STUDENT INFORMATION box only.
Note: financial aid funds refund automatically. A written request is not required.

Student Center Guide
How to navigate through the Academics and Finances sections of the Student Center page (accessed through the portal).

Review Cal Poly's Fee refund policy
Find out if you are eligible for a full refund.

STUDENT LOAN FORMS

Federal Perkins and Institutional loan forms
Application and Exit Interview packets for the following loan programs:

Federal Perkins
CFFA
Collins
Dugan
Humphrey
Lutz
Nissen
Noyce Scholarship
Noyce Stipend
Van Asperen
...And all other Cal Poly institutional loan programs.



Your Student Account | How Your Money is Disbursed to You
Student Loan Information | Forms | Office Contacts | FAQ | Links
Cal Poly Home | Cal Poly Find It | Administration & Finance Home

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