FINANCIAL AID

Tutorials

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

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 3.

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 2015-2016 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 2009-2011 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 Loan Activation Request Form?

You must complete a Loan Activation 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 Accept a Perkins 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.

myNorthridge Portal

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. On the Accept My Student Loan page, select the "accept" checkbox next to the federal Perkins loan offered. Modify the amount under "accepted" if you wish to borrow less than offered amount. Select the "submit" button to proceed. Use the "clear all" button to reset your selection.

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 a Perkins Master Promissory Note (MPN) has been submitted. Students who do not fulfill both loan requirements will not receive any loan funds.

The Perkins MPN must be completed through the myNorthridge Portal. You will have the option to complete the MPN immediately or at a later time.

5a. Sign the Perkins MPN immediately: Select the "Perkins" button to begin your electronic MPN and loan entrance counseling. Students must fulfill this requirement every year a Perkins loan is accepted.

Perkins MPN

5b. Sign the Perkins MPN later: Select the "return" button to go back to the portal and complete the loan requirement later. When you are ready to complete the loan requirement, select the "Sign Perkins Promissory Note" link under the Finances section in your Student Center.

Sign MPN

 

How to enter the Solar Student Center

From the Home tab, select the "Solar Student Center" icon from the Quick Links box, or select the "My Settings" menu on the upper right corner of the page and select the "My Student Center" link.

From the Financial Matters tab, select the "My Settings" menu on the upper right corner of the page and select the "My Student Center" link, or select the +Add Content button to add the Quick Links box to the page. You should now be able to select the "Solar Student Center" icon from this tab.

To exit the Solar Student Center and return to the portal, select "Back to Portal" on the upper right corner of the page.

Back to Portal

 

How to electronically sign the federal Perkins MPN

Select "continue" to proceed and choose the appropriate award year on the following page. If you'd like to exit the page, select "cancel." Please note, Northridge is not accepting paper MPNs; you must complete the Perkins MPN online.

Sign MPN

Enter your nine-digit Social Security number, without dashes or spaces, in the box asking for a National ID number. Once you are done reading the information, select the checkbox next to "I agree to sign my Promissory Note and have the hardware and software required" and select the "continue" button.

Social Security

 

Step one: Verify personal information.

Your demographical data will automatically populate. If necessary, update any incorrect information and select the "confirm" button to proceed.

Verify Personal Info

 

Step two: Provide loan references.

Enter information for two loan references. When you are finished, select the "next" button at the bottom of the page.

Provide Loan Reference

 

Step three: Provide additional references.

Enter information for three additional references. When you are finished, select the "next" button at the bottom of the page.

Provide Additional References

 

Step four: Review loan indebtedness.

Review your current loan balance. When you are finished, select the "next" button at the bottom of the page.

Review Loan Indebtedness

 

Step five: Accept borrower's rights and responsibilities.

Read all the information. Select the "I Accept" button to acknowledge your rights and responsibilities as a borrower and to agree with the terms of the loan.

Accept Buyer's Rights and Responsibilities

 

Step six: Submit the federal Perkins MPN.

Review the promissory note. The demographical fields should already be populated with your information. To proceed, select the "Sign Perkins Note" box.

Submit Perkins MPN

 

Step seven: Confirm electronic signature.

Select "yes" to finish or "no" to cancel the signature.

You have completed the process when you receive the message, "Congratulations! You have completed the Electronic Signature process."

Confirm Electronic Signature

 

Confirmation

How to Get an Online IRS Tax Transcript

For step by step instructions on how to Get your IRS Tax Transcript on-line, watch this short video tutorial about the process.

How to Use the IRS Data Retrieval Tool On FAFSA

For simple step-by-step video instructions on how to transfer Federal IRS income information directly to you FAFSA, watch this short video about the process.

How to Submit the Electronic Dependent Verification Worksheet

Login to your MyNorthridge portal and go to the Financial Matters tab.

Navigate to the Financial Aid Essentials box and click on the Dependent Verification Form link.

 This will open up the Dependent Verification electronic form (E-form) in a new window. 

You will need to complete all 5 sections of the E-form, print, and then click the Submit button to transmit the form electronically.  Mail or bring in the Signature page and any required tax documentation (e.g. IRS Tax Return Transcript if you and/or your parent did not use the IRS Data Retrieval Tool (IDRT) through the FAFSA). 

Mailing address:

California State University, Northridge
Financial Aid & Scholarship Department
18111 Nordhoff Street
Northridge, CA  91330-8307

Step One:  Student Information

Note: Your Last Name, First Name, CSUN ID and Award Year will already be populated.

For Application Type, indicate whether you filed the Free Application for Federal Student Aid (FAFSA) or California DREAM application.

 

Step Two:  Household Information

Parent Marital Status - Provide information about the marital status and date of marital status for the parent or parents you reported on the FAFSA.
a. Date must be in MM/DD/YYYY format

Family Information – List yourself, your parent or parents reported on the FAFSA and your dependent siblings.  Provide the person’s full name, relationship to you, age and college information (if attending college/university for the school year indicated).
a. Click the Add New Family Member button to add each person to the chart
b. Do not report parent or parents attending college.
c. Do not include Foster Children
d. Do not include a sibling who can be considered Independent on his/her own FAFSA

e. Siblings who will be attending college/university at least half-time in a degree or certificate program for the school year indicated:

  • CSUN Sibling – Select CSUN from the college drop down menu, enter your sibling’s CSUN ID number and indicate whether he/she plans to attend at least half-time.

  •  Sibling Attending Another College/University – Select Other from the college drop down menu, enter the name of the other college and indicate whether your sibling plans to attend at least half-time.

 

  • Otherwise, select None from the college drop down menu for your parent(s) and any other siblings who will not be attending college/university at least half-time toward a degree or certificate for the school year indicated.


If you make an error, use the Delete button within the chart to remove a family member.

Special Instructions for Reporting an Unborn Sibling – If you have a sibling who will be born within the school year (refer to the date on the form), select Unborn Sibling from the Relationship drop down menu and provide the Due Date.

a. The Due Date must be in MM/DD/YYYY format

Step Three:  Student Income

Tax Filing Status – Indicate whether you filed or will file a federal income tax return; otherwise, indicate that you are not required to file a federal income tax return with the IRS

a. Filed Taxes and IRS Data Retrieval Tool (IDRT) Used

  • Select the Tax Return Filer button
  • Select “I, the student, have used or will use the IRS Data Retrieval Tool (IDRT) in FAFSA on the Web to transfer 2014 IRS income tax return information into my FAFSA.”
    • Note: The tax year is indicated on the E-form
  • You do NOT need to submit any tax documentation
  • Note: The IRS Data Retrieval option is not available to California Dream applicants

b. Filed Taxes and Will Submit IRS Tax Return Transcript

  • Select the Tax Return Filer button
  • Select “I, the student, am unable to use the IRS Data Retrieval Tool (IDRT) in FAFSA on the Web, and instead will provide the Financial Aid & Scholarship Department my 2014 IRS Tax Return Transcript(s) or other acceptable income documentation.”
    • Note: The tax year is indicated on the E-form
  • Dream students select “I, the student will provide the Financial Aid & Scholarship Department my 2014 IRS Tax Return Transcript(s) or other acceptable income documentation.”

 

c. Student did not work or earn income

  • Select the Tax Return Non-Filer button
  • Select “I, the student, was not employed and had no income earned from work in 2014.”
    • Note: The tax year is indicated on the E-form

d. Student Earned Income Below the IRS Requirement to File

  • Select the Tax Return Non-Filer button
  • Select “I, the student, was employed in 2014 and earned money, but was NOT REQUIRED to file a 2014 income tax return with the IRS.”
    • Note: The tax year is indicated on the E-form

  • Complete the Student Earningssection.
    • Report the name and year-end wages for each employer
    • Click the Add Student Wages button to add each employer to the chart. 

    • Total earnings will automatically be calculated for you.  If you make an error, use the Delete button to remove a row.

Student Assets – You must answer all 3 asset questions and report either a $0 value or other dollar amount.  Base your calculations on the day you submitted your Free Application for Federal Student Aid (FAFSA) or California DREAM application.

Student Child Support Paid – Indicate whether you paid any child support during the applicable calendar year.

Step Four:  Parent Income

Please refer to the section Step Three: Student Income of this document for instructions on how to complete the Parent Income section.  The general instructions are the same.

Special Instructions for Parents who are Unmarried and Living Together:  You must report combined amounts for the parents (Parent 1 and Parent 2) reported on the Free Application for Federal Student Aid (FAFSA) or California DREAM application. If both parents filed taxes or earned income, you must submit separate IRS tax transcripts for each parent or other income documentation. 

Note about Parent Child Support Paid:  Your parent(s) should not include a child already listed in Step Two: Household Information who is considered to be a dependent child for whom your parent(s) will provide more than 50% support.  Answer the questions and click the Add Student Child Support button to add each child to the chart. If you make an error, use the Delete button to remove a row.

 

Step Five:  SNAP Benefits
Indicate whether you/your parent(s) DID or DID NOT receive benefits from the Supplemental Nutrition Assistance Program during the calendar year(s) indicated.

 

Step Six:  Review, Print and Submit Form Electronically

Review and Print E-form – It is important that you provide accurate responses to all questions, especially required fields which are denoted with an asterisk.
a.Use the Print button to review and print the Dependent Verification Worksheet.

  • The system will review the electronic form for completeness and/or errors.
  • You will not be able to print if your electronic form is missing information or if there are errors to resolve.   

 

Submit the E-form ONCE – Click the Submit button one time to transmit your data to the Financial Aid & Scholarships Department. 

a. After you successfully print the E-form, the Submit button will become available.
b. Click the Submit button once located at the bottom of the form.
c. If you make an error, do not resubmit this form. Please contact the Financial Aid & Scholarship Department at (818) 677-4085 or come into the Bayramian Hall lobby windows for further instructions.
d. You will receive the following message and confirmation page.

 

 

Step Seven:  Mail or Drop Off Documents
Sign the Last Page of Your Printout
– You and at least one parent reported on the Free Application for Federal Student Aid (FAFSA) or California DREAM application must sign and date the last page (Signature page).

Submit the Signature Page and any other documents to the Financial Aid & Scholarship Department by mail or drop off at the lobby counters in the Bayramian Hall.

Mailing address:
California State University, Northridge
Financial Aid & Scholarship Department
18111 Nordhoff Street
Northridge, CA  91330-8307

For detailed information about documents you may need to return to us, please review the Verification Guide at: http://www.csun.edu/financialaid/verification-guide.

 

 

 

 

 

How to Submit the Electronic Independent Verification Worksheet

Login to your MyNorthridge portal and go to the Financial Matters tab.

Navigate to the Financial Aid Essentials box and click on the Independent Verification Form link.

Step One:  Student Information
Note: Your Last Name, First Name, CSUN ID and Award Year will already be populated.

For Application Type, indicate whether you filed the Free Application for Federal Student Aid (FAFSA) or California DREAM application.

Step Two:  Household Information

Student Marital Status – Provide information about your marital status as of the day you initially submitted your Free Application for Federal Student Aid (FAFSA) or California DREAM application.

a. If your marital status has changed since the time the application was initially submitted, please contact the Financial Aid & Scholarship Department for additional guidance.

b. Student Marital Status = Legally Married or Remarried, Divorced, Separated or Widowed

  • Report the Student Marital Status Date in MM/DD/YYYY format

c. Student Marital Status = Legally Married or Remarried

  • You must complete both the Student Income and Spouse Income sections.
  • Separate Taxes Filed (Tax Filing Status = Married Filing Separately)
    • You cannot use the IRS Data Retrieval Tool (IDRT) in FAFSA.
    • You will need to submit a separate IRS Tax Return Transcript for you and your spouse.
  • Separate Taxes Filed (Unmarried Tax Filing Status = Single, Head of Household or Qualifying Widow(er) with Dependent Child) but you are considered married or remarried  as of the day the initial Free Application for Federal Student Aid (FAFSA) or California DREAM application was submitted. 
    • You cannot use the IRS Data Retrieval Tool (IDRT) in FAFSA.
    • You must provide income and asset information for both you and your spouse, even if you were not married during the previous tax year and did not file taxes together.
    • Combine amounts for student and spouse, as needed
    • You must submit a separate IRS Tax Return Transcript for you and your spouse if both of you filed taxes.
    • Example – You and your spouse each filed taxes separately as “Single.” You were married the next calendar year on January 7 and you submitted your FAFSA on February 1.  You will be required to answer all student and spouse questions and provide income documentation for both of you (e.g. IRS Tax Return Transcripts).       

Family InformationList yourself, your spouse (if married) and your dependent children.  Provide the person’s full name, relationship to you, age and college information (if attending college/university for the school year indicated).

a. Click the Add New Family Member button to add each person to the chart.

b. Do not include Foster Children.
c. Do not include a child in the household or report as attending college if he/she can be considered Independent on his/her own FAFSA.
d. Members of the Household who will be attending college/university at least half-time in a degree or certificate program for the school year indicated:

  • CSUN Spouse or Child – Select CSUN from the college drop down menu, enter the person’s CSUN ID number and indicate whether he/she plans to attend at least half-time.

  • Spouse or Child Attending Another College/University – Select Other from the college drop down menu, enter the name of the other college and indicate whether he/she plans to attend at least half-time.

  • Otherwise, select None from the college drop down menu for all members of the Household who will not be attending college/university at least half-time toward a degree or certificate for the school year indicated.

If you make an error, use the Delete button within the chart to remove a family member. 

Special Instructions for Reporting an Unborn Child – If your child will be born during the school year (refer to the date on the form), select Unborn Child from the Relationship drop down menu and provide the Due Date.

a.  The Due Date must be in MM/DD/YYYY format

Step Three:  Student Income

Tax Filing Status – Indicate whether you filed or will file a federal income tax return; otherwise, indicate that you are not required to file a federal income tax return with the IRS.

a. Filed Taxes and IRS Data Retrieval Tool (IDRT) Used

  • Select the Tax Return Filer button
  • Select “I, the student, have used or will use the IRS Data Retrieval Tool (IDRT) in FAFSA on the Web to transfer 2014 IRS income tax return information into my FAFSA.”
    • Note: The tax year is indicated on the E-form
  • You do NOT need to submit any tax documentation
  • Note: The IRS Data Retrieval option is not available to California Dream applicants

b. Filed Taxes and Will Submit IRS Tax Return Transcript

  • Select the Tax Return Filer button
  • Select “I, the student, am unable to use the IRS Data Retrieval Tool (IDRT) in FAFSA on the Web, and instead will provide the Financial Aid & Scholarship Department my 2014 IRS Tax Return Transcript(s) or other acceptable income documentation.”
    • Note: The tax year is indicated on the E-form
  • Dream students select “I, the student, will provide the Financial Aid & Scholarship Department my 2014 IRS Tax Return Transcript(s) or other acceptable income documentation.

c. Student did not work or earn income

  • Select the Tax Return Non-Filer button
  • Select “I, the student, was not employed and had no income earned from work in 2014.”
    • Note: The tax year is indicated on the E-form

d. Student Earned Income Below the IRS Requirement to File

  • Select the Tax Return Non-Filer button
  • Select “I, the student, was employed in 2014 and earned money, but was NOT REQUIRED to file a 2014 income tax return with the IRS.”
    • Note: The tax year is indicated on the E-form

  • Complete the Student Earnings section.
    • Report the name and year-end wages for each employer
    • Click the Add Student Wages button to add each employer to the chart. 

    • Total earnings will automatically be calculated for you.  If you make an error, use the Delete button to remove a row.

e. Spouse Income section (if married)

  • If you answered Student Marital Status = Legally Married or Remarried in Step Two: Household Information, then your spouse must complete this section.
  • The general instructions are the same as the Student Income instructions.

Student Assets – You must answer all 3 asset questions and report either a $0 value or other dollar amount.  Base your calculations on the day you submitted your Free Application for Federal Student Aid (FAFSA) or California DREAM application.

a. Student Assets (if married)

  • If you answered Student Marital Status = Legally Married or Remarried in Step Two: Household Information, then you must report combined amounts for you and your spouse. 

Student Child Support Paid – Report whether you paid any child support during the calendar year indicated.

a. Student/Spouse Child Support Paid (if married)

  • If you answered Student Marital Status = Legally Married or Remarried in Step Two: Household Information, then you must report any child support paid by you or your spouse for the calendar year indicated.

b. Note about Child Support Paid:  Do not include payments for a dependent child for whom you will provide more than 50% support and who is already listed in Step Two: Household Information.

c. To report child support paid by you or your spouse, answer the questions and click the Add Student Child Support button to add each child to the chart. 

d. If you make an error, use the Delete button to remove a row.

Step Four:  SNAP Benefits

Indicate whether you or your spouse DID or DID NOT receive benefits from the Supplemental Nutrition Assistance Program during the calendar year(s) indicated.

Step Five:  Certify, Review, Print and Submit Form Electronically

Certification and Signature – You must check the box to sign your electronic form.

Review and Print E-form – It is important that you provide accurate responses to all questions, especially required fields which are denoted with an asterisk. 

a. Use the Print button to review and print the Independent Verification Worksheet.

  • Click the Print button located at the bottom of the form.

b. Please keep the printout for your records.  You do not need to submit a copy to the Financial Aid & Scholarship Department.

  • The system will review the electronic form for completeness and/or errors.
  • You will not be able to print if your electronic form is missing information or if there are errors to resolve.   

Submit the E-form ONCE – Click the Submit button one time to transmit your data to the Financial Aid & Scholarships Department. 

a. After you successfully print the E-form, the Submit button will become available.
b. Click the Submit button once located at the bottom of the form.
c. If you make an error, do not resubmit this form. Please contact the Financial Aid & Scholarship Department at (818) 677-4085 or come into the Bayramian Hall lobby windows for further instructions.
d. You will receive the following message and confirmation page.

Step Six:  Mail or Drop Off Documents
Submit IRS Tax Return Transcripts or any documents to the Financial Aid & Scholarship Department by mail or drop off at the lobby counters in the Bayramian Hall.

Mailing address:
California State University, Northridge
Financial Aid & Scholarship Department
18111 Nordhoff Street
Northridge, CA  91330-8307

For detailed information about documents you may need to return to us, please review the Verification Guide at: http://www.csun.edu/financialaid/verification-guide.