The forms below are provided in PDF format. Click here to download Adobe Reader.
- Authorization to Release Student Account Information - FERPA (PDF) - List all persons to whom a student's account information can be released. Student must sign.
- Financial Aid Direct Deposit Sign Up - Direct deposit sign-up is completed through self service on your my.calpoly.edu portal. Go to the 'Money Matters' tab. In the 'Financial Links' channel, click on the 'Direct Deposit' link. Type in your routing number, account number, and account type.
- PLUS Borrower Authorization (PDF) - To request that excess parent PLUS loan funds be direct deposited to the student's direct deposit account. Parent must sign.
- Refund Request Form (PDF) - Complete the Student Information box only. (Review Cal Poly's Fee refund policy to find out if you are eligible for a full refund.)
- Remittance Form for Check Payment - Online payments recommended, however certain payments are often by paper check such as Outside Scholarships and 529 Plan withdrawals. Include remittance form with checks mailed to the University Cashier (address on form).
Student Loan Forms
- Federal Perkins and Institutional loan forms - Application and Exit Interview packets for the following loan programs:
- Federal Perkins
- Noyce Scholarship
- Noyce Stipend
- Van Asperen
- ...And all other Cal Poly institutional loan programs.