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MyCSULB Financial Aid Information

Your MyCSULB Student Center  provides an easy way to access, view, and manage your financial aid information online. Once you login to the Single-Sign On Portal, you will be able to view your financial aid to-do lists, request forms and accept your financial aid awards, among other items.

 

View Your Financial Aid To-Do List

Click on the To Do List drop down arrow. Your To Do List will indicate if any financial aid documents are pending your action. The items being requested are required to complete the Financial Aid process. Follow the steps below to view your Financial Aid To Do List.

Screenshot of To Do List on right hand side of Student Center.

Step 1: 
Click on the details link in the To Do List section to view a complete description of the pending item(s) (shown below).

Screenshot of To Do Items

Step 2:
Click on the link for the To Do Item to view specific information about the item.  This will display the To Do Item Detail page (shown below).

Screenshot of To Do Item Detail

Request Financial Aid Forms 

To request your pending Financial Aid Forms that are currently listed on your "To DO" list in MyCSULB, complete the following steps. The forms you request will be emailed to your preferred email address. Please note that the Financial Aid Forms will not be postal mailed and may only be requested through MyCSULB. All Financial Aid Forms must be completely filled out and returned to the Financial Aid Office in order for your financial aid application to be further processed.

Step 1:
Navigate to the Student Center and click on the drop down menu under the Finances section. Select "Request FA Forms" and click on the go arrow.

Screenshot of Request FA Forms drop down menu.

Screenshot highlighting go arrow in the drop down menu
 

Step 2:
Click on the "Send Me My Forms" button to have the forms emailed to you. The forms will be emailed as a PDF attachment. Once you have completed the forms submit them to the Financial Aid Office.

Screenshot request Financial Aid Forms Page

You have three options to submit forms:

  1. By Mail: CSULB Office of Financial Aid, 1250 Bellflower Blvd, Long Beach, CA 90840
  2. By Fax: (562) 985-1509, Attention: Financial Aid
  3. In Person: Office of Financial Aid, 101 Brotman Hall, Financial Aid Window

If you have no "To Do" items pending you will receive the message below.

Screenshot of To Do Item Detail

 

View Your Financial Aid & Scholarship Awards

From the Student Center page, click on the View Financial Aid link located in the Finances section:

Screenshot of My CSULB Financial Award Summary

Select the Aid Year you wish to view.

Screenshot of Select Aid Year to view window

Once you have selected an aid-year you will see your Financial Aid Award Summary for that year. The summary lists your awards for the entire school year and will also display a term specific breakdown of your awards.

Award Summary Screenshot

From this page, you can also view your Cost of Attendance Summary, Awards for the Summer Term, and Scheduled Disbursement Dates for your awards. From the Financial Aid Award Summary Page, click on the Cost of Attendance Summary link to view the Estimated Financial Aid Budget (shown below) 

Financial Aid Summary with Scholarship Awards Screenshot

Costs are broken down between the academic year and Summer terms. Click on the Estimated Financial Aid Budget hyperlink to view a breakdown of your estimated costs by specific category, including:   Books & Supplies, Tuition and Mandatory Fees, Room and Board, Personal, and Travel Expenses.

Screenshot of Cost of Attendance Summary

Click the Return link to return to previous page. This link allows you to view your summer awards separately from your academic year awards. You will also be able to view cost of attendance and scheduled disbursement date information specific to summer term on this screen.

View Your Financial Aid Shopping Sheet - FAFSA Only

The financial aid Shopping Sheet is a consumer tool that CSULB uses to notify FAFSA filers about their financial aid packages.  It is a standardized form that is designed to simplify the information students receive about costs and financial aid. Once you have been notified via email that your estimated or official financial aid awards are available to view, your Shopping Sheet will also be available. From the Award Summary page, click the Shopping Sheet button.

Screenshot of Award Summary page with Shopping Sheet button

Your Financial Aid Shopping Sheet will open in a new window.   Information on your Estimated Cost of Attendance is provided. The Shopping Sheet provides your estimated cost of attendance, grants and scholarships awarded and the net cost of attending CSULB before loans and other payment options are considered. At the bottom of the Shopping Sheet, your Expected Family Contribution (EFC) from your FAFSA is displayed. This is the figure used by the financial aid office in developing your financial aid package.

Image of Financial Aid Shopping Sheet

View Scheduled Disbursement Dates

From the Financial Aid Summary page, click on the View Scheduled Disbursement Dates link to view anticipated dates for your financial aid to be released. NOTE: You must accept your awards before a disbursement date can be displayed. Refer to the Accept/Decline Awards section (below) for details on how to accept or decline your awards. Scholarship awards are automatically “accepted” when awarded, so no action is necessary.

Screenshot of Scheduled Disbursements page

Most scholarships are disbursed once a semester; however stipends are disbursed on a monthly basis. Note: The stipend listed above will be disbursed from August through November in the amount listed.

Screenshot of Scheduled Disbursements page for Scholarship Awards

Accept/Decline Your Financial Aid Awards

With the exception of Scholarships, you will be required to accept (or decline) your financial aid awards before receiving payment. To do so, click the Accept/Decline Awards button from the Award Summary page. From this page you can accept and decline any or all awards in your award package. Follow the steps below to accept/decline your awards.

Step 1:
Review each award in your package. You can click on a specific award to view detailed information about the award.

Screenshot showing Accept and Decline checkboxes

Step 2:
To accept or decline awards, place a checkmark in either the Accept or Decline column for each award.

  • If you want to accept all of your awards, use the accept all button to automatically place a checkmark in the Accept column for all awards.If you want to decline all of your awards, use the decline all button to automatically put a checkmark in the Decline column for all awards.If you make a mistake or want to start over, use the clear all button to remove all checkmarks in both the Accept and Decline columns.

Important things to know about Accepting/Declining Awards:

  • Scholarships cannot be declined on this page. If you wish to decline a scholarship you must contact the organization that awarded the scholarship.
  • Students offered a Stafford Loan can choose to accept a loan amount lower than the amount offered. Once a checkmark has been placed in the Stafford loan Accept column, the amount field in the Accepted column will become available. Change the amount in the Accepted column if you wish to reduce the loan amount to accept. You cannot increase an accepted amount above the offered amount.
  • Once an award has been disbursed you will not be able to decline or reduce the award.
  • You cannot decline or reduce a loan award amount if the loan has been originated.
  • If you want to accept a previously declined award you must contact the Financial Aid Office.

Step 3:
Once you are satisfied with the Accept/Decline options you have selected, click the SUBMIT button. This will update your information in the system based on your selections. If the update was successful you will receive a message indicating so. If you receive a status of ‘Rejected’ or ‘Needs Review’ after clicking the SUBMIT button, you must contact the Financial Aid Office. This means your selections were not successfully updated in the system.

Screenshot of submit confirmation message

Step 4:
Once your submission is confirmed the Next Steps menu will display should any additional action be required on your part. Review the “What you need to do” section for pending items. You can click the Go button to complete these items. 

Screenshot Next Steps window

In addition to accepting/declining your awards, there are four links on the bottom of the Accept/Decline Awards page that provide helpful information.

Screenshot of the links at the bottom of the Accept/Decline Awards page

 The Consumer Information hyperlink will open a new window which will display CSULB’s Financial Aid website. There you can review CSULB’s complete financial aid information. If you are a first time loan borrower at CSULB you are required to complete a loan entrance interview. Click the Entrance Interview Information hyperlink to go to the on-line entrance counseling website to complete the loan entrance interview.  The Account Inquiry hyperlink will direct you to the Account Summary page. This link will direct you away from the financial aid screens.  The Return to Aid Award Summary hyperlink will return you to the Award Summary page.

Sign Up for E-Refund

All CSULB students are required to sign up for eRefund, which electronically deposits any financial aid refunds directly into your bank account. Follow the steps below to sign up for eRefund for direct deposit.

Screenshot showing enrollment link

Click the eRefund Signup link from the “Finances” section of your Student Center.  Remember: You must have the Checking/Savings Account Routing Transit and Account Numbers available to continue enrolling in direct deposit.

Screenshot of signup page

Step 1:
Click on the "Yes, I want refunds deposited directly into my bank account."

Step 2:
Click the Continue button to proceed to next step and continue enrolling in direct deposit.

Screenshot of eRefund Signup page

To sign up for eRefund, you will need your banking information (Routing Transit and Account Numbers).

Step 3:
Enter all requested banking information. You may click on the “what are my Routing and Account numbers” link for assistance.

Step 4:
Click the Continue button to proceed to next page.

Important

  • It is important to enter correct bank account information to ensure that your financial aid disbursement or refund deposit applies to the correct bank account.
  • The following illustration provides helpful information when entering bank account information, (Routing Transit and Account Numbers).

‘What are my Routing Transit, and Account Numbers?’

Screenshot of routing number diagram on a check

Screenshot of eRefund  submission page

Step 5:
In order to complete the eRefund Signup for the direct deposit process, you must agree to the terms and conditions by checking the box beside ‘I agree to these terms’ and then click the Submit button.

Screenshot of eRefund enrollment page

Your eRefund for direct deposit status is now ‘Enrolled’. You may use the eRefund site at any time to withdraw from eRefund, or add or update your bank account information.

View Your Sap Status for Financial Aid 

Satisfactory Academic Progress (SAP) is a set of standards, required by federal law, that student’s must meet to receive Financial Aid. A complete description of CSULB’s SAP policy can be found online.

SAP is measured by three standards:

  1. The GPA Standard - a qualitative measure of progress as measured by the student’s cumulative grade point average (GPA).
  2. The Pace Standard - a quantitative measure which calculates the pace at which a student is progressing toward program completion.
  3. The Maximum Time Frame Standard - a quantitative measure to determine if the student is actually completing the academic program within a reasonable overall time frame based on units.

To view your SAP status click on the drop down menu under the Finances section, select “SAP for Financial Aid” and click on the "go" arrow.

Screenshot of SAP for Financial Aid in Dropdown Menu

This will take you to the SAP for the Receipt of Financial Aid page.

Screenshot of SAP for the Receipt of Financial Aid page

 Important information to remember regarding Your Overall SAP status:

  1. Meeting SAP Standards – You are meeting all three standards for SAP.
  2. Warning – You failed to meet either the Pace or GPA (or both) standards, but are eligible to receive aid for the next term of enrollment. At the end of that term you must be meeting all three SAP Standards in order to remain eligible for Financial Aid.
  3. Not Meet – You did not meet the terms of warning, probation or max time frame and have been disqualified and not eligible for Financial Aid.
  4. Probation – You have been placed on probation based on an approved appeal after being disqualified.

To view a complete description of SAP standards click on the CSULB Standards for the Receipt of Financial Aid link located in the Understanding Your Status section. This will take you to the SAP Policy section on the CSULB website.

Details of SAP Evaluation

SAP is evaluated using the three standards below. The status column will display an OK status or FAIL.

  1. The GPA Standard – A qualitative measure of progress as measured by your cumulative grade point average (GPA). This field displays the minimum GPA required by CSULB and your current cumulative GPA.

  2. The Pace Standard - A quantitative measure which calculates the pace at which you are progressing toward program completion. You must satisfactorily complete at least 66% of the cumulative credit hours attempted through your academic career. For a detailed description of the types of units that are counted or are excluded for Pace, please refer to the CSULB SAP policy.

  3. The Maximum Time Frame Standard - A quantitative measure to determine if you are completing the academic program within a reasonable overall time frame based on units. This field displays the maximum units allowed for completing your academic program and the maximum units remaining.

    Please note: “Remaining units attempted allowed,” refers to the units remaining for the term in which SAP has been evaluated. Units in progress beyond that term are not deducted from the remaining unit total, until the end of the following term. For a detailed description of the types of units that are counted or are excluded for Maximum Time Frame, please refer to the CSULB SAP policy.

For additional information on SAP appeals and procedures please reference the CSULB Standards for the Receipt of Financial Aid.

To navigate back to the Student Center, click on the drop down menu at the bottom of the page, select the Student Center and click on the go arrow.

Screenshot of go arrow