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Forms

Select the appropriate award year section to obtain, complete, and return the requested financial aid form(s). These forms are used by students for financial aid eligibility requirements, changes, and petitions.

2024-2025 Forms

  • Alternative Loan Questionnaire
  • Athletic Grant Appeal
  • Cal Grant Transfer Entitlement Verification
  • Direct PLUS Loan Addendum
  • Loan/Term Adjustment
  • Scholarship Disclosure
  • State University Grant Maximum Unit Appeal

2025-2026 Forms

  • Alternative Loan Questionnaire
  • Athletic Grant Appeal
  • Direct Plus Loan Addendum
  • Housing Status Update
  • Loan/Term Adjustment
  • Scholarship Disclosure
  • State University Grant Maximum Unit Appeal
  • Teach Grant Request

 

 

 

Form Descriptions

  • Alternative Loan Questionnaire - Used by students who are interested in borrowing an Alternative Loan from a private lender. Alternative loans are unsecured educational loans through private lenders (not the federal government). These loans typically have much higher interest rates, loan tuition fees, and/or payments than the Federal Direct Student Loans, and should only be used when the student has exhausted all other options. Thus, for those students who apply for an alternative loan through a private lender, please be aware that:
    • The lender will require you to complete a Private Alternative Loan Self-Certification Form;
    • The OFA&S will require that you have already completed a FAFSA (so that we can determine Stafford or any other aid eligibility first), as well as an Alternative Loan Questionnaire (so you understand the terms of the loan), before we will certify this loan.
  • Athletic Grant Appeal - Used by student-athletes who want to file an appeal regarding a reduction or cancellation of their Athletic Grant-in-Aid Award, and they have already discussed the matter with their coach, and the Athletics Director or Associate Director.
  • Direct PLUS Loan Addendum - Used by a student's parent(s) who are interested in borrowing a Federal Parent PLUS Loan.
  • Loan/Term Adjustment - Used by students to request a change to their student loan (new request, increase, decrease, or decline), or to inform CSUB that you will not be attending one or more terms during the academic year.
  • Scholarship Disclosure - Used by students to notify CSUB of any off-campus scholarships they have been awarded. If scholarship funds will be sent directly to the student or to the campus at a later date, please use this form. 
  • State University Grant Maximum Unit Appeal - Undergraduate students may use this form to appeal for a one-term extension of State University Grant eligibility.
  • Teach Grant Request - Used by student to request a Federal Teach Grant. All requests are reviewed after census date. 
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CSU Bakersfield
California State University, Bakersfield
9001 Stockdale Highway
Bakersfield, CA 93311
(661) 654-CSUB
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