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.
**NOTE: If needed 2012-2013 verification worksheets are available in Student Financial Services.**
A.W. Tozer Theological Seminary Financial Aid Application Students must submit an application every year they apply for aid.
Professional Judgment - Complete this form if your 2012-2013 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 2012-2013 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 (above) and submit with the requested documentation if you have not already completed this process for the 2012-2013 financial aid year.
Consortium Agreement - 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. Submit this form, complete with requested documentation, to Student Financial Services for your financial aid eligibility to be reviewed.
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.
Dependent Verification Worksheet (2013-2014) - 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 (2013-2014) - 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 2013-2014 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 2012.
SNAP Worksheet - If Supplemental Nutrition Assistance Program Benefits (SNAP) were reported as received on the 2013-2014 FAFSA, submit this form and the needed documentation regarding the benefits received in 2011 or 2012 to Student Financial Services.
Privacy Release - Financial information may be released to another individual, if the student consents by completing this form.
The following worksheets can be used to help determine the balance due on your student account for a semester 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 in to your WebAdvisor account.
- Undergraduate Cost Estimate Worksheet
- Continuing Studies (ASPIRE) Cost Estimate Worksheet
- School of Education Cost Estimate Worksheet
- Master of Arts in Counseling Psychology Cost Estimate Worksheet
- A.W. Tozer Theological Seminary Cost Estimate Worksheet
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.
Health Insurance Information - Complete this form to make changes to the health insurance information provided through the WebAdvisor Undergrad Registration Forms. Unless valid health insurance coverage information is on file with Student Financial Services, full time students will be enrolled in the Simpson University Student Health Insurance Plan.
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.
Payment Plan Form - Complete the form below to enroll in a monthly payment plan for your account balance.
- Financial Aid Withdrawal Policy
- Satisfactory Academic Progress
- Loan Processing
- Bookstore Vouchers
- No more than two weeks before the start of classes or 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
- Outside Scholarships
- Credit on Account
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.
Below, you will find the satisfactory academic progress policies for each program offered at Simpson University.
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.
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 letter 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 the end of the first week of the semester, 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.
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.
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 Continuing 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:
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.
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.
After the first two weeks of a semester, all accounts with actual credits are reviewed. Credit checks are issued no earlier than the third Friday of the semester. Checks will be automatically held in Student Financial Services for pick-up. New checks are available Fridays after 2 pm. Photo ID is required in order for a check to be released. 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.