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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.
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