Seven Steps to Financial Aid

Three students standing in front of Joe West Hall

 

The following is a sequential order of the financial aid process at San Jose State University.  

Students should file a FAFSA or a CA Dream Act application, not both. Students who received a social security number through the Deferred Action of Childhood Arrival (DACA), and who qualify for AB540, should complete the CA Dream Act application to be considered for state financial aid, as they are not eligible for federal student aid.

  FAFSA CA Dream Act 
Steps U.S. citizen & eligible non-citizen *Students meeting AB540 criteria
1
Complete a FAFSA:

Obtain a U.S. Department of Education PIN (Personal Identification Number) This PIN will serve as the electronic signature when completing the on-line FAFSA. There are three filing options. View the options at FAFSA website.

The priority filing deadline is March 2, annually. 

SJSU Federal School Code: 001155

Complete a CA Dream Act Application

Obtain a State PIN. The PIN will serve as the electronic signature when completing the on-line application.

The priority filing deadline is March 2, annually.

SJSU Federal School Code: 001155

2

Student Aid Report (SAR)

Once the FAFSA is processed, students will receive a SAR either by email or to the home address provided. Read the SAR carefully. Perform any corrections on-line, if needed. If corrections are made, allow 2 weeks for our office to receive your updated data. 

California Aid Report (CAR)

Once the CA Dream Act application is processed, students will receive a CAR either by email or to the home address provided. Read the CAR carefully. Perform any corrections on-line, if needed. If corrections are made, allow 2 weeks for our office to receive your updated data. 

3
Submit documents to SJSU

Approximately one to two weeks of submitting a FAFSA or a Dream Act application, a message will be sent to the student's MySJSU referring students to view the Document Request letter. 

The Document Request letter contains important information and instructions on the necessary step(s) to complete the financial aid process. Submit documents to the Financial Aid and Scholarship Office. To be considered for maximum funding, all requested financial aid documents must be submitted by 4:30 pm on the deadline date indicated in the Document Request letter.

Log into MySJSU. In the Student Center, view your To Do List for documents to submit.

Make copies of all completed documents prior to submitting them and make sure your SJSU ID number is listed on all documents. Submit documents by mail or in person.

By Mail: Financial Aid and Scholarship Office, One Washington Square, San Jose, Ca 95192-0036

In Person: Financial Aid and Scholarship Office, Student Services Center, 9th and San Fernando Streets (1st floor of the north parking garage).

4
Evaluation process and Tuition fee deferral

The evaluation process begins once all requested documents are received. The evaluation process can take 4-8 weeks to complete. During this time, additional documents may be requested. Students should periodically check their MySJSU for notifications.

Students who submit their To Do List items by the fee deferral submission deadline date, qualify for a tuition fee deferral. Refer to Step 2, on your Document Request letter for detailed information and deadline date. The deadline date can also be found the Financial Aid and Scholarship Office homepage. The tuition fee deferral protects course enrollment, and extends the tuition fee payment due date. The tuition fee deferral allows time for disbursement of financial aid to apply to fees - see step 6 below.

The tuition fee deferral is temporary and is removed the second week of the semester. Once the tuition fee deferrals are removed, students are responsible to pay fees by the next payment period, regardless of their financial aid status. 

The tuition fee deferral does not defer housing charges. Refer to University Housing Services for payment requirements.

5
Award notification

Once the evaluation process is completed, students will receive an Award Notice in their MySJSU. It is important to thoroughly read the Award Notice. View your financial aid award by going to: 

MySJSU > Student Center. Under the Finances section, click on "view financial aid" and select the corresponding aid year.

Financial aid is based on full-time enrollment. Students planning to enroll in less than full-time MUST complete the Student Information Update form (pdf). Financial aid may be pro-rated if enrolled in less than full-time. Failure to submit this form will delay disbursement of aid.   

6
Disbursement of Aid

Financial aid disbursement occurs on a weekly basis, beginning the first week of each semester. Disbursement of aid is based on a clear admission status and is held pending confirmation of admission. Disbursement may be held for several other reasons such as, not enrolled full-time, academic progress holds, missing To Do List items, etc. 

Financial aid is automatically applied towards outstanding fees (i.e., tuition, campus fees, housing charges, book charges, etc).  View disbursement policy for additional disbursement information.

Any remaining credit balance will be refunded to students either by electronic refund (direct deposit) or a paper check. View the Bursar's website for information on payment and refunds. Students are encouraged to enroll in direct deposit. View How to enroll in direct deposit (eRefunds) for step-by-step instructions. 

7
  Do Your Part!
  • Failure to complete all units may result in a hold for future aid.
  • Maintain at least a 2.0 GPA as an undergraduate student, or a 3.0 as a graduate, post-baccalaureate or credential student, every semester.
  • Make sure to update your contact information (mailing address, email, phone number) in MySJSU.
  • Check your To Do List often.
  • Contact the Financial Aid and Scholarship Office if you have any question.
  • Remember to file for financial aid every academic year, by the March 2 priority deadline. 

 

*Eligible Non-Citizens include lawful permanent residents, refugees, asylees, parolees, Cuban/Haitian entrants, victims of trafficking, and "qualified" domestic violence survivors. Citizens of the Marshall Islands, Micronesia, or Palau are eligible for certain programs.

*AB540 Criteria: Attended a California high school (public or private) for 3 or more years (does not need to be consecutive years); graduated from a California high school or have attained a G.E.D.; or received passing mark on the California High School Proficiency Exam (CHSPE) prior to the start of the term; registered or be currently enrolled in a accredited and qualified CA community college or university.

In addition to fulfilling the requirements listed above, an undocumented student must complete and submit an affidavit stating that they will apply for legal residency as soon as they are eligible to do so. Students must contact the Office of the Registrar to submit a California Nonresident Tuition Exemption Form, otherwise known as an AB540 Affidavit.