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Administration & Finance Division
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Institutional Loan Exit

IMPORTANT: this exit interview requirement is only for those students who were disbursed one of the following loan types while attending Cal Poly:

Collins Loan
Nissen Loan
Humphrey Loan
Van Asperen Loan
Long Term Lutz Loan
CFFA Loan
Camp Loan

Dugan Loan
Noyce Scholarship
Noyce Stipend

Cal Poly requires that any student with these, or any type of federal student loan debt (Stafford Sub/Unsub, and/or Perkins loans) complete an exit interview for EACH of their loan type(s). Failure to do so will result in a records hold. Note: Exit interviews for the Stafford and Perkins loan programs are conducted on line.

The Debt Summary page provided on the Exit Interview Options page will indicate which on line exit interviews are needed. Go to the Exit Interview Homepage to complete any additional exit interview requirements. Note: the Debt Summary page outlines federal loan debt only. It will not include any institutional loans you may have.

Please follow the on line exit interview instructions below to complete the process successfully:

  • Email your Exit Interview Counselor to request your institutional loan Disclosure Statement(s). Your request must include your student ID# and your current mailing address/phone number. Because the Disclosure Statement is specific to each borrower's loan account it must be requested individually. You will receive your requested Disclosure Statement(s) via email attachment, or by mail. Note: because the Disclosure Statement outlines when, where, and how to make your payments you should keep a copy of the Disclosure Statement for your files.
  • Download and complete your Exit Interview Packet. Note: read and follow all provided instructions. Incomplete packets will not be accepted.
  • Complete, review and submit the following forms together:
    • Disclosure Statement
    • Statement of Rights & Responsibilities
    • Student Loan Worksheet
    • Please return these completed documents to the address referenced on the packet's Instruction Page (Student Accounts Office).
    • INCOMPLETE FORMS: if one or more of the exit interview forms is not completed as instructed the entire packet will be rejected and returned to the student (to the permanent address via U.S. mail). The records hold will be removed only upon successful completion of the exit interview process, or when the loan in question has been paid in full.


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