Submitting Financial Aid Documents
Starting July 1, 2024 all 2024-2025 financial aid forms will be available in CSUMB student forms.
Financial Aid Verification
Some students are selected for a review process called “Verification” and may need to submit additional information. Review your OASIS “To Do List” regularly for any required items to avoid delays in the processing of your financial aid.
To view your “To Do List”
- Log in to csumb.edu. From your Dashboard, click on OASIS
- In OASIS, navigate to Main Menu > Self Service > Student Center
- Required actions or documents are listed under the "To Do List" on the right hand side
EFC/SAI Appeal
Your financial aid for the upcoming 2024-2025 academic year will be based on the 2022 income information provided on your FAFSA. However, if significant circumstances have impacted you and/or your family’s income since submitting your FAFSA, you can petition our office for a Family Contribution Appeal (formerly Income Change Review) to re-evaluate your financial aid.
Please note: Our processing time to review documents is 4-6 weeks. However, the Department of Education will not process any corrections until the end of June 2024. Due to this, our office will be able to share the outcome of a submitted EFC/SAI Appeal after July 1, 2024.
Instructions - How to request a 2024-2025 EFC/SAI Appeal
Other Financial Aid Forms - Online
The Financial Aid Office is now utilizing CSUMB Student Forms for the submission and acceptance of the following forms. You will need to create a CSUMB Student Forms account if you do not have one in existence.
- Direct Loan Revision Form - This task will be available to you on the page as you log in. Please submit the form at your convenience.
- Loan Self Certification Form - You must click on Manage Request and add this task to your account.
The 2024-2025 Parent PLUS Loan Application and the 2024-2025 Graduate PLUS loan process is still being worked on and we will post further instructions as soon as possible. We understand this is important and we will update instructions as they become available. Please check this section as often as necessary for updates.
Financial Aid Verification
Some students are selected for a review process called “Verification” and may need to submit additional information. Review your OASIS “To Do List” regularly for any required items to avoid delays in the processing of your financial aid.
To view your “To Do List”
- Log in to csumb.edu. From your Dashboard, click on OASIS
- In OASIS, navigate to Main Menu > Self Service > Student Center
- Required actions or documents are listed under the "To Do List" on the right hand side
Other Financial Aid PDF Forms
Please note: These PDF forms must be mailed to the address listed on below. If possible, please complete the online version below this section for faster processing.
2023-2024 Direct Loan Revision Form
2023-2024 Undergraduate Parent PLUS Loan Application
Mail the completed documents to:
California State University, Monterey Bay
Attn: Financial Aid
100 Campus Center
Seaside, California 93955
Other Financial Aid Forms - Online
This applies only to 2023-2024 forms. To avoid delays in processing, please make sure to select the correct "Financial Aid Year" if applicable.