FINANCIAL AID

How To Submit Documents

Review the step-by-step instructions on how to obtain tax transcripts and submit proof of Selective Service registration, citizenship status, and eligible noncitizen status.

How to Upload Documents

Step 1. Save a copy of your document/s as one PDF file and use your student ID number as the file name. There are many ways you can save a file or an image as a PDF file, if you need help on how to save a file to PDF visit 3 Ways to Save a PDF File - wikiHow or if you need help saving an image as PDF you can visit 4 Ways to Convert Images to PDF - wikiHow

Step 2. Visit our uploading website to upload your documents at https://finaidfiles.csun.edu/doc-upload

Step 3. You can either drag your file into the Upload files box or you can search your device for your file by clicking the Select Files button

Step 4. Enter your CSUN email address in the Email address box and enter your student ID number in the File Description box. This is to ensure we can match the documents to your application. Once you have entered all the information, you can select the Submit button.

Step 5. Please give our office up to 3 business days to update your status to reflect we have received your documents. If the documents are incomplete, you will receive an email with guidance on the outstanding documents.

How to Submit the Electronic Dependent Verification Worksheet

How to Submit the Electronic Independent Verification Worksheet

How to Obtain Tax Return Transcripts

View samples of a Tax Return Transcript by clicking here.

To print tax return transcripts online:

  • your SSN, date of birth, filing status and mailing address from latest tax return,
  • access to your email account,
  • your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan, and
  • a mobile phone with your name on the account.

Click on 

  • If you are a first-time user you will have to register and create an account
  • You will need to have the following information available when creating your account: Full Name, Email, Birthdate, Social Security Number (SSN) or Individual Tax Identification Number (ITIN), Tax filing status, Current address, Credit Card, and Cell Phone Number.
  • Once you have created an account you will be able to log in
  • Select the reason you are requesting a transcript as “Higher Education/Student Aid” and click “Go”
  • Select “Tax Return Transcript” and in the Tax Year field, select the year “2019”
  • Print the document and submit a copy to the CSUN Financial Aid Office

If unable to request tax return transcripts online, request by phone:

  • Call 1-800-908-9946 to use the automated system, or call 1-800-829-1040 to speak to an IRS Representative.
  • You will need the tax filer’s Social Security Number and the address on file with the IRS.
  • The tax filers can expect to receive a paper IRS Tax Return Transcript at the address on file with the IRS within 5 to 10 days.

If unable to print tax return transcripts or request by phone:

Click on

  • Click “OK” on pop-up message box
  • Provide the Social Security Number and date of birth of the primary tax filer
  • Provide the address and zip code currently on file with the IRS
  • Click “Continue”
  • Select “Tax Return Transcript” and in the Tax Year field, select “2019”.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address on file with the IRS within 5 to 10 days.

To request tax transcripts for victims of Identity Theft:

  • Call the IRS at 1(800)908-4490
  • Follow the prompts and you will be transferred to an IRS agent who will verify your identity.
  • The IRS will mail a printout of you IRS income tax return information that you provided to them.

You must also submit a statement signed and dated by the tax filer indicating that they were victims of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft. Attach a cover sheet with the student’s name and CSUN ID number to a copy of the tax return transcript and statement then submit it to the Financial Aid and Scholarship Department either in person in Bayramian Hall or by mail.

DO NOT write or make any markings on the tax return transcript.  DO NOT submit the original tax return transcript(s) as they will not be returned.  The Financial Aid office will not make copies.

If unable to request tax return transcripts:

  • Submit a signed copy of your or your or your parents’ 2019 federal 1040 tax return. (this substitutes for a tax transcript)

View samples of a 1040 Tax Return. You can also see what Schedule 1, Schedule 2, and Schedule 3 look like. Schedules will be included only if you or your parents were required to complete them. These are only examples and should not be used to submit.

How to Obtain Verification of Non-Filing Letter

View samples of a Verification of Non-Filing Letter by clicking here.

IF YOU HAVE PREVIOUSLY FILED A TAX RETURN, USE ONE OF THE FOLLOWING OPTIONS TO OBTAIN VERIFICATION OF NON-FILING LETTER:

Option 1-Print it online:

  • Go to http://www.irs.gov/Individuals/Get-Transcript
  • Click on 
  • If you are a first time user you will have to create an account
  • Once you have created an account you will be able to log in
  • Select the reason you are requesting a transcript as “Higher Education/Student Aid” and click “Go”
  • Under the box titled “Return Transcript” select the year “2019”
  • A pop up window will display your Verification of Non-Filing letter
  • Print the document and submit a copy to the CSUN Financial Aid Office
  • Please be aware that you will need to have the following information available when creating your account: Full Name, Email, Birthdate, Social Security Number (SSN) or Individual Tax Identification Number (ITIN), Tax filing status, Current address, Credit Card, and Cell Phone Number.

Option 2- Order it online to receive by mail:

  • Go to http://www.irs.gov/Individuals/Get-Transcript
  • Click on 
  • Click “Ok”
  • Enter the tax filer’s Social Security Number (SSN) or Individual Tax Identification Number (ITIN), Date of Birth, Street Address, and ZIP code.
  • Select “Continue”
  • Under “Type of Transcript” select “Return Transcript” and “2019” for “Tax Year”
  • Click “Continue”
  • You will see a confirmation that your request was submitted. You can expect the letter to be delivered to your address in 5-10 business days

Option 3 – Order it by phone to receive it by mail:

  • Call 1-800-908-9946 to use the automated system, or call 1-800-829-1040 to speak to an IRS Representative.
  • You will need the tax filer’s Social Security Number, date of birth, and the address on file with the IRS.

IF YOU HAVE NEVER FILED A TAX RETURN, USE THE FOLLOWING OPTION:

  • Download IRS Form 4506-T at https://www.irs.gov/pub/irs-pdf/f4506t.pdf 
  • Complete lines 1-4 as they apply to you
  • Select the checkbox on the right hand side of Line 7 for Verification of Nonfiling.
  • For Line 9: Year or period requested field, enter "12/31/2018".
  • The tax filer must sign and date the form and enter their telephone number. Only one signature is required when requesting a joint IRS Verification of Nonfiling Letter.
  • Mail or fax the completed IRS Form 4506-T to the address (or FAX number) provided on page 2 of Form 4506-T. Do NOT send the form to CSUN.
  • If the IRS is able to successfully process your request you can expect to receive a paper Verification of Nonfiling Letter at the address provided on the request form within 5 to 10 days.
  • Once you have the paper Verification of Nonfiling Letter submit a copy of it to the CSUN Financial Aid Office via postal mail or in person; make sure to include the student’s name and ID number on the letter.

IF YOU HAVE NOT BEEN ABLE TO OBTAIN A VERIFICATION OF NON-FILING STATUS FROM THE IRS, YOU CAN SUBMIT THE FOLLOWING INSTEAD:

How to Submit Proof of Eligible Noncitizen Status

Based on the information provided on your application, you must provide proof of your eligible noncitizen status.

You must complete the Confirmation of Eligible Noncitizen Status form. To access the form, go to: http://www.csun.edu/financialaid/forms-documents. You can submit your form along with the required documentation via upload, mail, or fax. You can visit our main page for details on each available option.

Acceptable documentation of eligible noncitizen status may include Form I-551 or Form I-94.  You must submit your unexpired, original non-citizenship document(s) in person.  If there is an expiration date on your document, the date must be after the start of the fall semester in the academic year for which the document is requested.

As required by federal law, this office will send the Department of Homeland Security (DHS) a copy of the documentation to verify eligible noncitizen status.

If there is not a photo on your document, or if the picture on your document was taken when you were 14 years old or younger, you must also present valid government photo identification.

If you are now a U.S. citizen, please read the how-to guide for submitting proof of U.S. citizenship status by selecting the "Citizenship" tab.

If you have questions about immigration documentation, contact the Financial Aid & Scholarship Department immediately.  Delays in submitting this information will slow your financial aid application process.

How to Submit Proof of Selective Service Registration

Proof of Registration

If you are a male between the ages of 18 and 26, you are required to register with the Selective Service System. Your status with the Selective Service is checked prior to determining financial aid eligibility. If registration with the Selective Service cannot be confirmed, you must submit proof of registration or, if exempt from the Selective Service, documented proof of exemption.

Acceptable proof of Selective Service registration includes:

  • A printout from the Selective Service website confirming registration
  • A signed Selective Service registration card
  • DD Form 214
  • A letter from Selective Services

To register online or confirm your registration, visit the Selective Service System.

Undocumented Males

If you are a male between the ages of 18 and 26, you are required to register with the Selective Service System (SSS) before receiving state financial aid.  The Selective Service does not share your immigration status.  If you are not registered, you may do so by checking the "Register me" box, question 23a, in the online 2019-20 California Dream Act Application and the California Student Aid Commission will send your registration information to the U.S. Selective Service through a secure electronic data exchange.

The registration process may also be completed by using a Selective Service registration form available at any U.S. post office or by printing the Selective Service Form.  Once you complete the form (follow the instructions on the second page or on the back), sign it (leave the space for your Social Security number blank) and mail it to the Selective Service System address that is on the form. 

Category

Proof of Status

Non-U.S. male who came to the U.S. for the first time after his 26th birthday

Acceptable proof includes a date of entry stamp on your passport, Form I-94 with date of entry stamp on it, or a letter from the U.S. Citizenship and Immigration Services (USCIS) indicating the date you entered the U.S. If you entered the U.S. illegally after your 26th birthday, you must provide proof that you were not living in the U.S. from ages 18 through 26. A Resident Alien Card, or Green Card, is not valid proof of the date of entry to the U.S.

Non-U.S. male on a valid nonimmigrant visa

If you entered the U.S. on an F-1 student visa and remained under the same status until your 26th birthday, you must provide documentation indicating that you were admitted on an F-1 visa and attended school full-time as required. Acceptable documentation includes a copy of Form I-20 or a letter from the school you attended indicating full-time attendance as a nonimmigrant alien. The same applies for all nonimmigrant statuses.

Male born prior to 1960 or male who has not reached 18th birthday

Acceptable proof includes an official government-issued document showing date of birth, such as a state ID card, driver's license, passport or birth certificate.

Veteran

Acceptable proof includes the DD Form 214 indicating current full-time active duty or a military ID card (present original).

 Whichever way you register, you will receive a registration acknowledgment card within approximately 30 to 90 days.  Keep the document in a safe place as proof of registration and submit a copy to the Financial Aid & Scholarship Department.  Please note that the Selective Service does not collect any information that would indicate whether or not you are undocumented.

If you are not registered with Selective Service and are now 26 years old or older, submit a status information letter and a signed statement explaining your failure to register. The Financial Aid & Scholarship Department will review your statement.

Special Categories

If you are a male student and fall within one of the following categories, you must submit proof of your status to the Financial Aid & Scholarship Department. A status information letter from the Selective Service is not required.

How to Submit Proof of U.S. Citizenship

The following are acceptable forms of original documents to verify U.S. citizenship status:

  • a birth certificate
  • a valid U.S. passport book: current or expired
  • a valid U.S. passport card: current or expired
  • a Certificate of Naturalization from the United States Citizenship and Immigration Services
  • a Certificate of Citizenship from the United States Citizenship and Immigration Services
  • a Report of a Birth Abroad of a Citizen of the U.S. bearing an embossed seal with the words "United States of America" and "State Department" (Form FS-240, FS-545 or DS-1350 all acceptable)

If you do not have access to any of these documents and you are a U.S. citizen, contact the appropriate government agency and make arrangements to have a copy of the document sent to you. 

The following contact numbers may help:

  • Country Registrar's Office: 1 (800) 201-8999
  • United States Citizenship and Immigration Services: 1 (800) 375-5283
  • U.S. State Department: (310) 575-5700

You must submit the “Confirmation of Update to Citizenship Status” form along with a copy of your original citizenship document to the Financial Aid Office via upload, mail, or fax. You can visit our main page for details on each available option. To access the form, go to: https://www.csun.edu/financialaid/forms-documents

Tutorials

Review the easy-to-understand tutorials, so there isn't a delay in receiving your financial aid funds.

How to see your To-Do List

To see if you have any required documents to submit in order to complete your financial aid file, follow the step below to see your “To-Do List”.

  1. Go to the CSUN home page and log into the myNorthridge Portal

        2. Once you are logged in, select the Financial Matters tab.

Financial Matters

3. Locate the Financial Aid Essentials box, and select To-do list.

4. Once you click the link, your required documents will be listed here. If you do not see any items, then you do not have any documents to submit.

How to View Your Financial Aid Award

It's easy to view the amount of your financial aid award. Follow the steps below to learn how.

  1. Go to the CSUN home page and log into the myNorthridge Portal

Image of the Northridge Portal

        2. Once you are logged in, select the Financial Matters tab.

Image of the Financial Matters

3. Locate the box called Financial Aid Essentials and select Check Your Awards.

Image of the Financial Aid Essentials

4. Select the award year, which is the same as the academic year.

Award Year

5. You will then see the award for the entire academic year and is based on full-time enrollment. We recommend for you to view your award by term so that you can clearly see how much funds you have been awarded for each semester. See below for an example of an award. Note: Grants will always be accepted on your behalf, but if you are interested in accepting your loans, you can view the How to Accept Your Loans tutorial.

Term Award Detail

 

How to View Anticipated Aid and Outstanding Charges

Anticipated aid is financial aid you've accepted as part of your award but has not yet been paid to your account; the aid is paid out after you enroll. Your student account may show your financial aid as anticipated aid prior to the disbursement of your funds. All grants, scholarships and loans that were certified are considered anticipated aid prior to disbursement. These funds will not be disbursed until you have turned in all required paperwork and enrolled in sufficient units. If you do not complete the requirements in a timely fashion, your aid may be canceled and you will have to pay any costs owed to the university.

Once your financial aid award is applied to your charges, the anticipated aid will disappear. University Cash Services will mail you a balance check if any amount of your financial aid award is not used to cover outstanding charges. If you have signed up for eRefund, funds will be electronically deposited to your account. 

All tuition and other fees must be paid by the deadlines stated in the Fee Payment Schedule.  Anticipated aid may prevent you from being removed from classes, but you must complete and submit all required paperwork with sufficient time for processing. Questions regarding removal from classes should be directed to University Cash Services. You may reach them at (818) 677-8000, Option 1.

Anticipated Aid Tutorial

  1. Log into the myNorthridge Portal. Once logged on, you should be in the Home tab. In the Quick Link box, select the SOLAR Student Center icon. Make sure the portal link opens in a new browser tab.

    SOLAR Student Center 

  2. Under Finances, select Account Information to view your anticipated aid and outstanding charges.

    Account Information 

California State University 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, California State University must reserve the right, even after initial fee payments are made, to increase or modify any listed fees, without notice, until the date of instruction for a particular semester or quarter has begun. All California State University listed fees should be regarded as estimates that are subject to change upon approval by The Board of Trustees.

The amount of financial aid you receive may change if you alter your class schedule or do not meet other eligibility requirements. See "What Affects My Aid" under Financial Aid Basics for more information.

How to View Your Financial Aid Balance Check (eRefund)

It's easy to view the amount of your financial aid balance check, or eRefund. Follow the steps below to learn how.

  1. Go to the CSUN home page and log into the myNorthridge Portal.

    Northridge Portal


  2. Go to Student Account Summary under the My Checklist area.

    Student Account Summary


  3. Select Show History and find FINANCIAL AID BALANCE CHECK.

    Show History

Video Instructions for the FAFSA

Is the Free Application for Federal Student Aid (FAFSA) overwhelming you? Watch "7 Easy Steps to the FAFSA"  for simple step-by-step video instructions on the process.

How to Accept a Loan

Follow the steps below to accept a loan. Unlike a grant, a loan must be repaid. For more information, see the Award and Planning Guide.

1. Log onto the myNorthridge Portal. This will take you to the Home tab. Select the Financial Matters tab.

Financial Matters

2. Locate the box called Financial Aid Essentials. Select "Accept Loans."

Accept Loans

If you do not see the Financial Aid Essentials box, select the +Add Content button to add it.

3. Select the award year.

Award Year

4. Determine the amount and type of loans you want to borrow.

Amount and Type

There are many options available on the Accept My Student Loan page, so please read carefully through the following information before selecting the "submit" button. Use the "clear all" button to reset your selections. Only select the "submit" button if you are satisfied with your selection(s).

4a. How do I accept the maximum amount on every loan?

  • Select the "accept all" button. The "accept" checkbox next to every loan should now be checked. Select the "submit" button to proceed.

    Accept All

4b. How do I decline every loan?

  • Select the "decline all" button. The "decline" checkbox next to every loan should now be checked. Select the "submit" button to proceed.

    Decline All

4c. I was awarded both subsidized and unsubsidized loans. How do I only accept the subsidized loan?

  • Select the "accept" checkbox next to the subsidized loan only. Accept the maximum amount or modify the amount. Select the "submit" button to proceed.
  • Please note, you choose to decline the unsubsidized loan now or leave it in offer status, and activate it at a later time. 

    Accept Subsidized

4d. I do not want to borrow the maximum amount offered. How do I only accept a portion of the loan?

  • Select the "accept" checkbox next to the loan you want to accept. You will now be able to modify the amount. You may only enter whole dollar amounts and not cents. Select the "update totals" button and the system will recalculate your accepted total. Select the "submit" button to proceed.
  • Please note, you are only able to reduce the amount offered. You cannot enter an amount that exceeds the offered amount. 

    Accept Portion 

    Accept Portion

4e. When I reduce the subsidized loan amount, the unsubsidized loan grays out. Why?

  • You must accept the entire subsidized loan before you can take out the unsubsidized loan. If you reduced the subsidized loan in error and want to accept both loans, select the "clear all" button to start over.

    Accept Student Loan

5. Confirmation page: After selecting the "submit" button, the accepted or declined amount will appear on the portal. The Financial Aid & Scholarship Department will verify that loan entrance counseling has been completed and a Master Promissory Note (MPN) has been submitted. Students who do not fulfill both loan requirements will not receive any loan funds.

New borrowers

If you are a first-time direct Stafford loan borrower and wish to complete loan entrance counseling/an MPN at StudentLoans.gov, please select the "Stafford" button and you will be redirected to the government's website. Otherwise, select the "return" button and go back to the portal. To complete the requirements at a later time, go directly to StudentLoans.gov.

Continuing borrowers

If you previously borrowed direct Stafford loans, you generally do not need to complete a new MPN every year. For example, if you received direct Stafford loan funds anytime during the 2016-2017 award years, the MPN you completed will likely be linked to future loans for up to 10 years. Contact the Financial Aid & Scholarship Department with questions.

Submit Confirmation

6. When do I have to complete a Federal Direct Loan Request Form?

You must complete a Federal Direct Loan Request Form if:

  • You initially declined the whole loan through the portal, but now you would like to borrow the loan.
  • You only accepted a portion of the original loan amount, and now you would like to borrow the rest.
  • You accepted the maximum loan amount initially but currently qualify for more loans (e.g., you were awarded as a sophomore for the fall semester but now qualify as a junior for the spring semester.)

How to Use the IRS Data Retrieval Tool On FAFSA

The IRS Data Retrieval Tool is available for the FAFSA.  For instructions on how to use the data retrieval tool, go to https://studentaid.gov/2021/help/how-irs-drt-work