Financial Aid Forms

IMPORTANT REMINDER: Please make sure all the documents are uploaded as one PDF file in order to help maximize our processing times.

Any financial aid forms should be submitted online through our DocuSign portal! Once the form is listed in "Received" status on a student's To Do List on their SF State Gateway, processing time can take anywhere between 3 to 4 weeks. Please click on the link provided down below to begin the submission process.

Financial Aid Forms
Form Description
Additional Unsubsidized Loan Request Form

This form is for Option #3 for "What happens if my Parent PLUS Loan is denied?" found on our Parent PLUS Loan page. The additional Unsubsidized Loan amount is based on a student's academic level.

Authorization To Release Information (FERPA Form)

This form overrides the Family Educational Rights & Privacy Act (FERPA) requirement and gives Parent(s) complete access to their child's financial aid information here at SF State.

IMPORTANT REMINDER: This form is for financial aid purposes ONLY and not for other offices at SF State.

Budget Increase Request Form

This form is to request an increase for a student's Cost Of Attendance (COA) based on specific circumstances.

IMPORTANT REMINDER: This request does NOT increase Grant or Federal Direct Loan eligibility. It can only increase Parent PLUS Loan, Graduate PLUS Loan, or Alternative Loan amounts based on the COA increase.

Financial Aid Change Request Form

NOTE: For the 2023-2024 school year (Fall 2023, Spring 2024, & Summer 2024)

This form is to request changes in amounts to a student's Federal Direct Loans, converting Federal Work-Study (FWS) to possible Direct Loan amounts, or accepting or cancelling a student's financial aid awards on their behalf.

Graduate PLUS Loan Change Request Form

NOTE: For the 2023-2024 school year (Fall 2023, Spring 2024, & Summer 2024)

This form is to request changes in amounts, accepting or cancelling a student's Graduate PLUS Loan on their behalf.

Housing Adjustment Form

This form is to confirm a change with the student's living arrangement for a specific school year or semester which can affect their Cost Of Attendance (COA).

IMPORTANT REMINDER: This form does NOT increase Grant or Federal Direct Loan eligibility. It can only increase Parent PLUS Loan, Graduate PLUS Loan, or Alternative Loan amounts based on the possible COA adjustment.

Parent PLUS Loan Change Request Form

NOTE: For the 2023-2024 school year (Fall 2023, Spring 2024, & Summer 2024)

This form is to request changes in amounts, accepting or cancelling a student's Parent PLUS Loan on the Parent(s) behalf.

Satisfactory Academic Progress (SAP) Form

This form is for students who are out of compliance with our SAP policy. Students may appeal on a per semester basis with the approval of our SAP Coordinator.

Special Circumstances Petition (SCP) Form

NOTE: For the 2023-2024 school year (Fall 2023, Spring 2024, & Summer 2024)

An Income Petition Request (Also known in our office as: Special Circumstances Petition) is a financial aid appeal students and their families may take to communicate with our office about financial or household changes that could not be reflected or explained on the FAFSA.

IMPORTANT REMINDER: Only Undergraduate students with an Expected Family Contribution (EFC) greater than 0 can be considered. Unfortunately, AB 540 Dream students CANNOT submit a petition due to the limited financial aid options available to them.

Unusual Circumstances Form

Formerly known as "Dependency Override Request." This form allows students who fall under specific categories or living circumstances to appeal for Independent status for financial aid consideration apart from their Parent(s) income. Per Federal regulations, any student aged 23 years old or younger are automatically considered by the Department Of Education (DOE) as a "Dependent" to their Parent(s) for financial aid purposes.