Student Financial Services Forms And Policies

Welcome to the Student Financial Services Forms page!

This page is dedicated to providing important information for students and forms related to student accounts processing and financial aid eligibility. The 2014-2015 Verification and Professional Judgment forms are now available. If you need a 2013-2014 form, please stop by the Student Financial Services office located on the second floor of the Owen Center, Suite 201 or call the office at 530-226-4621 if you would like a form faxed or emailed to you.


Professional Judgment - Complete this form if your FAFSA does not accurately reflect your current financial situation. The professional judgment form details the circumstances and documentation necessary to submit a professional judgment request. After submission, Student Financial Services will complete a review to determine if any changes to your FAFSA will be made. Changes made to the FAFSA may or may not result in additional financial aid eligibility. All students requesting professional judgment must also complete the verification process. Please complete the appropriate dependent/independent verification worksheet and submit with the requested documentation if you have not already completed this process for the financial aid year.


Dependent Verification Worksheet (2014-2015)  - If you are classified by the federal government as a dependent student, print this PDF for income verification and submit it to Student Financial Services. Review ‘My Documents’ in WebAdvisor to see if any additional documents have been requested.

Independent Verification Worksheet (2014-2015) - If you are classified by the federal government as a dependent student, print this PDF for income verification and submit it to Student Financial Services. Review ‘My Documents’ in WebAdvisor to see if any additional documents have been requested.

Child Support Worksheet - If child support paid was reported on the 2014-2015 FAFSA, the institution must obtain a signed statement by the individual who paid support, listing the annual amount paid, the child support recipient, and the name of the child (children) for whom support was paid in 2013.

SNAP Worksheet - If Supplemental Nutrition Assistance Program Benefits (SNAP) were reported as received on the 2014-2015 FAFSA, submit this form and the needed documentation regarding the benefits received in 2012 or 2013 to Student Financial Services.

Statement of Identity and Educational Purpose - If you are required to provide a statement of identity and educational purpose, you must appear in person at Simpson Student Financial Services to fill out this form in the presence of an authorized financial aid administrator. You must also present a valid government-issued photo ID.

Verification of Other Untaxed Income - If you are required to provide information regarding your untaxed income for 2013, please complete this form and submit it to Student Financial Services.

IRS Data Retrieval

Video used with permission of UCSB

FAFSA Verification


Privacy Release - Financial information may be released to another individual, if the student consents by completing this form.


The following payment planners can be used to help determine the balance due on your student account for your enrollment at Simpson University. If you have applied for financial aid, please reference the most recent copy of your financial aid award letter. You can access your award letter by logging into your WebAdvisor account. Master of Arts in Counseling Psychology Students, please refer to the personalized financial aid and charges letter you will receive after you are awarded for your initial year in the program.



Registration Forms - Students must complete these forms prior to selecting courses for the fall semester; continuing students must complete these forms once a year prior to the start of the fall semester. You will need to log in to WebAdvisor before you will be able to complete these forms.


A.W. Tozer Theological Seminary Financial Aid Application To be considered for institutional aid, students must submit an application every year they apply for aid.

Church Match Scholarship Form - This form must be completed and submitted with any church scholarship for the student to be considered for the Simpson University Church Match Scholarship.

Outside Scholarship Form - This form should be completed and submitted with, or in advance of, any outside scholarships a student will receive. Without submitting this form, all scholarships will be evenly applied across all semesters of enrollment within the financial aid year. In addition, without submitting this form, scholarships will not be added to the student's award until funds are received.


Parking Information - Complete this form to make changes to the parking information provided through the WebAdvisor Undergrad Registration Forms.

Meal Plan Change Form - Complete this form to make changes to the meal plan selected through the WebAdvisor Undergrad Registration Forms.

Sun Oaks Membership Agreement - Complete this form to enroll in the Sun Oaks membership available to traditional undergraduate students.


Payment Plan Form  - Complete the form below to enroll in a monthly payment plan for your account balance.


  • Financial Aid Withdrawal Policy
  • All student financial aid must be re-evaluated for students who decide to withdraw from the university or who drop below full-time academic status before the end of the semester. If, after completing the federal refund calculation, a return of student financial aid funds is required, such funds will be returned to the student financial aid program from which they came. Federal and state student financial aid must be returned on the basis of federal- and state-mandated formulas. If the student received financial aid from private programs, this financial aid will be adjusted in accordance with the regulations governing the private program. Institutional aid will be adjusted in accordance with the institutional refund policy for tuition and fees. A student will retain the percentage of their institutional aid that corresponds to the percentage of tuition and fees not refunded at the time of withdrawal. The student is responsible for repayment of any balance due on the student account after the necessary financial aid adjustments are made and the institutional refund policy has been applied to the account charges, as applicable.

    Simpson University is required by the Department of Education (DOE) to return any unused portion of federal financial aid, including loans. The DOE requires students to physically attend class or otherwise actively participate in academically related events in order to maintain eligibility for financial aid. Regardless of whether or not a student chooses to officially withdraw from courses through the Registrar's Office, if they cease attendance or active participation, for any reason, a return of Title IV funds calculation is required.

    In the event a student is considered to have withdrawn, federal financial aid eligibility will be recalculated on a per diem basis. If this calculates to 60 percent of the term or greater, no federal aid will be returned. Additional details are available here.

  • Satisfactory Academic Progress
  • Below, you will find the satisfactory academic progress policies for each program offered at Simpson University.

  • Consortium
  • Federal financial aid regulations prohibit students from receiving financial aid at two institutions for the same period of enrollment (semester). If you are enrolled at least half time at Simpson University, in a degree seeking program, and taking courses at another institution that apply to your Simpson University degree program, you may be eligible for additional financial aid.

  • Verification
  • Applicants may receive a notice that the financial aid file has been selected for verification. This is a federally mandated process that all schools must agree to perform in order to participate in federally funded financial aid programs. Those applicants selected for verification will also receive a communication email explaining what additional information or income tax records are needed before the financial aid file can be completed. A delay in providing the verification documents may also delay the award package and subsequently the disbursement of funds. Please note, any award letter issued prior to the completion of the verification process is an estimate only. Actual eligibility will be determined once all documents are received and the process is completed. Students will be notified of the outcome of the verification process and will be given a new award letter if aid eligibility was affected.

    All requested documents must be submitted before any financial aid will be released to the student's account. If a student's document file is not complete by semester deadlines listed on, Simpson University grants and scholarships are subject to cancellation for the current academic year. It is recommended that you submit all documents by May 15th for the upcoming financial aid year. This will allow Student Financial Services to finalize your award before fall statements are processed. This will enable you to accurately know your financial aid for the upcoming semester.

    IRS Data Retrieval

    Video used with permission of UCSB

  • Loan Processing
  • All Stafford and PLUS/Graduate PLUS loans are provided through the DIRECT Loan program. Private loans are processed from any lender of a student's choosing within standard processing times. We do not offer a preferred private lender list or recommend one lender over another. We do not accept gifts over a nominal value from lenders. Please reference our Code of Conduct on our website for a full explanation of the standards for our staff. The loan request process and any needed loan documents must be completed before any loans will disburse to the student account. Generally, financial aid is awarded and disbursed in equal disbursements according to each student's enrollment. (For example: 50 percent in the fall term and 50 percent in the spring term.) This is a federally mandated requirement for federal loans, and there are no exceptions. First-time borrowers may be subject to a delayed disbursement.

  • Bookstore Vouchers
  • A student may charge bookstore purchases to the student account using a bookstore voucher when certain conditions are met. If all conditions listed below are met 10 days prior to the start of the semester, a book voucher will be automatically issued and: for undergraduate students sent to the CPO, for all other students including Adult Studies/ASPIRE held in Student Financial Services for pick up. If the following conditions are met at a later date, a student can request a bookstore voucher from Student Financial Services, if needed.

    Bookstore vouchers will be issued:

    • No more than two weeks before the start of classes and within the first month after classes begin
    • After any financial aid eligibility issues have been resolved
    • After the verification process is complete, if selected
    • If actual registration corresponds to anticipated registration
    • For any loans being borrowed, after all necessary processes for the particular loan have been completed, including but not limited to: loan request/confirmation, Master Promissory Note, and entrance counseling
    • There is an actual credit on the student account, or a confirmed anticipated credit
    • For third party coverage of text books, after the third party authorization is submitted to Student Financial Services

  • Cal Grant B Access Funds
  • Simpson University will apply Cal Grant B Access payments to outstanding charges on a student’s account. After all student account charges are paid in full, excess funds are then released to the student. Students receiving Cal Grant B Access payments may choose to have the money released directly to them rather than applied to their student account charges. Students who wish to make this choice must submit their request in writing to Student Financial Services. The request will remain in effect until such time as the student rescinds the request in writing with Student Financial Services. The written request will affect future disbursements of the student’s Cal Grant B Access payments. The request cannot direct payment of funds to anyone other than the student.

  • Outside Scholarships
  • Any students receiving outside scholarships must agree to have all outside funds posted to their student account so long as there is an outstanding balance due. Scholarship funds payable to the student may be released directly to the student so long as the account is paid in full and Student Financial Services has been notified of the scholarship.

  • Credit on Account
  • After the first two weeks of a semester, all accounts with actual credits are reviewed. Excess funds are released no earlier than the third Friday of the semester. All refunds will be issued via a reloadable Simpson University Visa® Prepaid Card, or direct ACH deposit to a designated bank account. Federal regulations stipulate that any excess financial aid funds be used for educationally related expenses in the following categories: tuition and fees, room and board, books and supplies, transportation, living expenses, and loan fees.

  • Federal Student Financial Aid Penalties for Drug Law Violations
  • Under the Higher Education Act, a student may become ineligible for federal student aid upon a conviction of any offense involving the possession or sale of illegal drugs while receiving Title IV federal financial aid. Federal aid includes: Federal Pell Grants, Federal Supplemental Educational Opportunity Grants, Federal Direct Loans, Federal Direct PLUS Loans, Federal Direct Graduate PLUS Loans, Federal Perkins Loans and Federal Work Study.

    Penalties for Drug Convictions In Eligibility

    Conviction for Possession of Illegal Drugs:

    • First Offense: Ineligible to receive aid for 1 year from the date of conviction
    • Second Offense: Ineligible to receive aid for 2 years from the date of conviction
    • Third and Subsequent Offenses: Indefinite ineligibility from the date of conviction

    Conviction for Sale of Illegal Drugs:

    • First Offense: Ineligible to receive aid for 2 years from the date of conviction
    • Second and Subsequent Offenses: Indefinite ineligibility from the date of conviction

    How to Regain Eligibility

    You can regain eligibility for federal student aid funds by successfully completing a qualified drug rehabilitation program. To be sufficient to reinstate financial aid eligibility, the program must:

    • Include at least 2 unannounced drug tests
    • AND

    • Be recognized as a federal, state, or local government agency program

    You will regain eligibility on the date of successfully completing the program.

    Free Application for Federal Student Aid (FAFSA)

    Question 23 on the FAFSA form asks if you have been convicted of a drug related offense. Failure to answer this question will automatically disqualify you from receiving Federal aid. Falsely answering this question, if discovered, could result in fines up to $20,000, imprisonment, or both.

    Convictions During Enrollment

    According to the United States Department of Education, if you are convicted of a drug offense after receiving Federal aid, you must notify the Student Financial Services Office immediately. You will be ineligible for further aid and be required to pay back all federal aid received after the date of the conviction.