You have a daughter or son ready to begin college, and we are here to help with the information and resources. You can play an important role in helping your student graduate from college. This page is tailored to assist you in accessing specific information and resources.
While federal and state aid programs expect students and their families to contribute toward college expenses, financial aid can help narrow the gap between your resources and your costs. We encourage all students to apply for financial aid by submitting either a FAFSA or CA Dream Application. Even families who do not qualify for need-based grants may be eligible for loans that have borrower-friendly repayment terms and low interest rates.
Our office has tools to assist you and your CSULB student. As your student gains financial independence from you, we are here to make that transition a smooth and positive one.
Students 18 and older should complete and submit an Authorization to Release Student Information Form if they want their parents to speak with us directly.
No matter what your family's financial circumstances are; options exist to help you finance your education.
FERPA Information Release
The Family Educational Rights and Privacy Act (FERPA) is a Federal law that protects the privacy of student education records. This privacy right is a right vested in the student. FERPA protects the student’s right to confidentiality and limits our ability to release information about her/his financial aid. The law applies to all schools that receive funds under an applicable program of the U.S. Department of Education.
The Financial Aid Office is unable to release information about a student’s financial aid records to any person who is not the student – without the student’s signed, written consent. Parents who wish to discuss their child’s financial aid should encourage their student to complete the Authorization to Release Student Information Form, which is available for download from the Forms & Publications page of the Enrollment Services website, or can be obtained from the Enrollment Services Windows at Brotman Hall.
About Financial Aid & Student Financial Services
The CSULB Financial Aid Office and Student Financial Services work together as partners in the “financing” process of a student’s education. Through coordination of efforts, we ensure timely delivery of funds, application of funds/payments toward outstanding university – related charges, and release of excess funds.
Financial Aid Office, 562.985.8403
Evaluates student / family’s eligibility for aid
Awards financial aid
Verifies financial aid application information
Releases funds to Student Financial Services
Evaluates “Special Circumstances”
Monitors compliance with State & Federal Financial Aid Regulations
Oversees Scholarship processing
Student Financial Services, 562.985.8280
Posts Billing Statements (MyCSULB)
Emails student re: Outstanding Charges
Receives & applies payments to outstanding charges
Applies financial aid funds to outstanding charges
Manages installment Plan
Releases excess funds (Refunds)
Provides 1098-T Forms
Many things can influence the costs of attending college. At CSULB, students are given a cost of attendance – which reflects the estimated expenses for the nine-month academic year. This information is based on the academic program of the student and their housing plans as indicated on their financial aid application.
When thinking about paying for college, you should consider some of these expenses are already being provided for your student and may not result in extra expenses for the student or family. It is encouraged that students and families work on developing a budget for a student calculating expenses already provided for the student. Then look at the new expenses for the student such as campus tuition and fees, parking and transportation expenses, estimated cost for materials and books, and any new housing changes (if the student will be living on-campus or off-campus). Are there sufficient resources to cover these additional expenses? Maybe some modifications need to be made. Financial Aid funds provided for students can assist with these educationally related expenses, so you may find the impact on your family’s finances to be less then you have planned on. Being prepared for what the financial impact of college for your student can prevent future concerns.
NOTE: The CSU makes every effort to keep student costs to a minimum. Fees listed in published schedules or student accounts may need to be increased when public funding is inadequate. Therefore, CSU must reserve the right, even after initial fee payments are made, to increase or modify any listed fees, without notice, until the date when instruction for a particular semester or quarter has begun. All CSU listed fees should be regarded as estimates that are subject to change upon approval by The Board of Trustees.
Undergraduate Aid Programs
There are four basic types of financial aid available: Scholarships, Grants, Employment, and Loans. The Financial Aid Office will determine a student’s eligibility for awards based on the information from her/his aid application. As we are made aware of scholarships that have been awarded to a student, we will add those to the award package, and make any necessary adjustments to other awards – as total awards cannot exceed the student’s cost of attendance budget.
Applying for Financial Aid
Although you must be admitted before you can receive a financial aid offer at CSULB, you should apply for aid before being admitted. You can file the financial aid application (FAFSA or CA DREAM Application) as early as October 1 each year. The “Priority” or On-Time deadline for consideration of California or CSULB Grant aid is March 2nd. Some awards have limited funding, and are awarded on a first come, first served basis – so apply as early as possible to be considered for all types of aid.
All award notifications, correspondence, and information regarding financial aid are sent to your student by email and through her or his MyCSULB account.
Changes to Income & Special Circumstances
The Financial Aid Application (FAFSA or CA DREAM Application) is based on income and resources from a prior tax year. We realize that students and families may have extraordinary circumstances and that financial situations can change – and that these changes may not be reflected on the aid application.
These changes to income or resources can significantly impact your ability to meet the student’s educational costs. CSULB’s Office of Financial Aid is here to assist you and can guide you through the process of submitting a Special Circumstances Appeal to have your situation (and possibly financial aid) re-evaluated.
In order to have a Special Circumstance Appeal reviewed, you must be an admitted student.
Follow Up on the Financial Aid Application
Follow Up On Your Student's Financial Aid Application to Ensure there are no surprises!
- Make sure your student has applied for financial aid.
- Make sure they are checking their Student Center (MYCSULB) To Do List items, or any holds.
- Make sure your student is checking her/his email regularly to see if we have contacted them, especially during spring and summer as we are reviewing applications and sending out requests for information.
- Talk about their financial aid award package to see if additional funds are needed based on their cost of attendance.
- Make a budget plan to ensure your family is prepare year round and planning for additional expenses if needed.
Deferring Fee Payment
After a student registers for courses, tuition and campus fees are calculated by Student Financial Services and typically require a full payment by the published due date.
Every student receives email notification of Outstanding University Charges / Balance Due – until there are NO outstanding charges/balance due. Students should also check their Student Center (MyCSULB) to find out their balance and the due date.
EVEN IF a student has financial aid, she/he will receive a notification of Outstanding Charges. This is to ensure that ALL students remain aware of the cost of their tuition and fees – even if they have financial aid awards covering those costs. For those with financial aid, an “Anticipated Aid” amount will display. If the student’s anticipated aid is greater than tuition and fees, no payment will be due until financial aid is released at the beginning of the semester.
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How Financial Aid Pays for University Charges
Probably the biggest question every student (or parent) has is:
“When, and how, do I get my funds so I can pay my fees?”
The Office of Financial Aid works in conjunction with Student Financial Services to pay accepted financial aid awards to students. These payments are called “disbursements” and begin the week before classes start each semester.
Aid is disbursed to eligible students a week prior to the first day of classes each semester, and thereafter as available.
Once Financial Aid funds are released, Student Financial Services will credit any financial aid funds against:
- Outstanding Tuition & Fees Balance (even if enrolled in Installment Plan)
- Outstanding Housing Balance (even if enrolled in Installment Plan)
Financial Aid & Housing Charges: You can have financial aid funds (including the PLUS Loan) applied towards housing charges; however, you MUST enroll in the Housing Installment Plan. Please contact University Housing Services for more details.
- Any financial aid in excess of tuition & fees will be automatically applied to a student’s housing charges – even if you have already signed up for a Housing Installment Plan.
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Excess Funds From Financial Aid (Refunds)
Financial aid funds are first applied toward any outstanding University charges (including installment plans). Any remaining funds will then be issued through the refund process.
- Any excess funds for student awards will be issued as a refund via eRefund (for those who have signed up) – to the student – as early as 1 week prior to the start of classes.
- If a student has not signed up for eRefund, he or she will have excess funds processed as a paper check and mailed via USPS beginning the first week of classes.
- Any excess funds from a Parent PLUS Loan will be issued as a paper check to the Parent Borrower – and will be mailed to the parent via USPS.
CSU Long Beach provides all financial aid refunds through a secure, automated deposit directly to a student’s checking or savings account. This process is called eRefund, and all financial aid recipients should enroll.
For more information on the eRefund enrollment process, including a step-by-step guide with screen shots, refer to www.csulb.edu/farefund. If you have questions about eRefund please contact CSULB Student Financial Services. They can be reached at (562) 985-8280, Monday – Friday, from 9am – 5pm.
Visit GETTING MY AID for more details