2025-2026 Forms and Documents

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Please submit forms for the appropriate academic year. Older forms may not have applicable information or may no longer be in use for a specific academic year.  

2025-2026 Forms and Documents

APPEAL

Dependent Students
Appeal for Change of Family Size - Dependent
Appeal for Death of Parent - Dependent
Appeal for Loss of Income - Dependent
Appeal for Loss of Student Income - Dependent
Appeal for Excess Medical or Dental Expenses - Dependent
Appeal for Number in College - Dependent
Appeal for One-Time Income Occurence - Dependent

Independent Students
Appeal for Change of Family Size - Independent
Appeal for Death of Spouse - Independent
Provisional Independent Appeal
Renewal, Provisional Independent Appeal - Renewal
Appeal for Loss of Income - Independent
Appeal for Medical/Dental Expenses - Independent
Appeal for Number in College - Independent
Appeal for One-Time Income Occurrence - Independent 

CAL GRANT

Cal Grant B Access Funds Form
California Dream Act Student Affidavit
Cal Grant Transfer Entitlement Verification Form
Cal Grant Student with Dependent Children Verification Form

FAFSA & VERIFICATION

Asset Information - Parent/Contributor
Asset Information - Student
Clarification of Family Size - Dependent
Clarification of Family Size - Independent
Clarification of Marital and/or Tax Filing Status - Student
Clarification of Marital and/or Tax Filing Status - Parent/Contributor
Identity/Statement of Educational Purpose by Notary
Identity/Statement of Educational Purpose on PLNU Campus
Income Conflicting Information - Student
Income Conflicting Information - Parent/Contributor
Non-Tax Filers Form - Parent/Contributor
Non-Tax Filers Form - Student
Request for Unsubsidized Loan Only

LOAN

Loan Adjustment Form - Accelerated Undergraduate
Loan Adjustment Form - Teacher Credential
Loan Adjustment Form - Graduate
Loan Adjustment Form - TPD Discharge Borrower
PLUS Loan Request Form - Graduate Professional Studies
Borrower's Acknowledgement of Obligation
Physician's Certification 
PLUS Loan Request Form - AUG

SCHOLARSHIP

Scholarship Acknowledgement for Information Release Form

INTERNATIONAL STUDENTS

International Student Financial Aid Application

MILITARY SERVICES DOCUMENTS

VA Certification Request
VA Primary Parent/Contributor School Letter
VA Student Agreement

OTHER IMPORTANT DOCUMENTS

PLNU Consumer Information Disclosure Calendar
2024-2025 Adult Undergraduate (AUG) Satisfactory Academic Progress (SAP) Policy
2024-2025 Post-Baccalaureate Satisfactory Academic Progress (SAP) Policy
2024-2025 Post-Baccalaureate Terms and Conditions
2024-2025 Adult Undergraduate (AUG) Financial Aid Terms and Conditions
2025-2026 Post-Baccalaureate Terms and Conditions
2025-2026 Adult Undergraduate (AUG) Financial Aid Terms and Conditions
Return of Title IV Funds Policy and Procedure
SAP Appeal Non-Year Specific
Title IV Authorization Form

2024-2025 Forms and Documents

24/25 Forms and Documents

Cal Grant Access Funds Form
California Dream Act Student Affidavit
Cal Grant Students with Dependent Children
Identity Statement of Educational Purpose - Notary
Identity Statement of Educational Purpose - PLNU
Clarification of Family Size - Independent
Clarification of Family Size - Dependent
Parent/Contributor Asset Information
Student Asset Information
Marital Status Update/Clarification - Student
Marital Status Update/Clarification - Parent/Contributor
Non-Filer Tax Form - Student
Non-Filer Tax Form - Parent/Contributor
Provisional Independent Appeal
Provisional Independent Appeal - Renewal
Borrower Acknowledgment of Obligation - FED
Discharge Borrower Loan Adjustment Form - GPS
Physician Certification - FED
Unsubsidized Loan Request Form 
Loan Adjustment Form - AUG
Loan Adjustment Form - CRED
PLUS Loan Request Form - GPS
PLUS Loan Request Form - AUG
Loan Adjustment Form - GRAD
Title IV Authorization Form
Appeal for One-Time Income - Independent
Appeal for One-Time Income - Dependent
Appeal for Change of Family Size - Independent
Appeal for Change of Family Size - Dependent
Appeal for Death of Spouse - Independent
SAP Appeal Non-Year Specific
TEACH Grant Offer and Flyer
Appeal Medical or Dental Expenses - Independent
Appeal Medical or Dental Expenses - Dependent
Appeal Loss of Income - Independent
Appeal Loss of Income - Dependent
Appeal for Death of Parent Contributor - Dependent
Appeal Number in College
Scholarship Acknowledgment Form 

Other Important Documents

PLNU Consumer Information Disclosure Calendar
2023-2024 Post-Baccalaureate Satisfactory Academic Progress (SAP) Policy
2023-2024 Adult Undergraduate (AUG) Satisfactory Academic Progress (SAP) Policy
2023-2024 Adult Undergraduate (AUG) Financial Aid Terms and Conditions
2023-2024 Post-Baccalaureate Terms and Conditions
2024-2025 Adult Undergraduate (AUG) Satisfactory Academic Progress (SAP) Policy
2024-2025 Post-Baccalaureate Satisfactory Academic Progress (SAP) Policy
2024-2025 Post-Baccalaureate Terms and Conditions
2024-2025 Adult Undergraduate (AUG) Financial Aid Terms and Conditions
VA Certification Request
VA Primary Parent/Contributor School Letter
VA Student Agreement
Return of Title IV Funds Policy and Procedure

Completed forms may be faxed to our office at (619) 563-2898. If you have questions, please feel free to contact your Student Financial Services advisor.