Student Financial Services Office

NEW Student Account Terms and Conditions - Please click here to view and download a PDF version of this document.


If you are a prospective student, contact your admissions counselor regarding financial aid questions. Please call (530) 226-4606 or

The Student Financial Services Office at Simpson University provides students and parents information on:

Need help


The Free Application for Federal Student Aid (known as the FAFSA) is a form that can be prepared annually by current and prospective college students (undergraduate and graduate) in the United States to determine their eligibility for student financial aid. For a step-by-step guide on how to apply for financial aid, please visit our Applying for Financial Aid page.

  • FSA ID

    The FSA ID - a username and password - has replaced the Federal Student Aid PIN and must be used to log into certain U.S. Department of Education websites. Your FSA ID confirms your identity when you access your financial aid information and electronically sign Federal Student Aid documents. If you do not already have an FSA ID, you can create one when logging in to, the National Student Loan Data Systems (NSLDA) at, or

    You can use your FSA ID to sign a FAFSA right away. Once the Social Security Administration verifies your information in one to three days, or if you have linked your PIN to your FSA ID, you will be able to use your FSA ID to access the websites listed above. For help, visit

  • FAFSA Filing and Verification

    File your FAFSA starting January 1, 2016 for the 2016-2017 academic year. File as early as possible to receive the best award possible. (School Code: 001291) Do not forget to create your FSA ID.

    For more information on the Verification process, please visit our FAFSA Verification page.

    FAFSA Verification

    FAFSA Verification Video Play Button

    IRS Data Retrieval Tool

    IRS Data Retrival Tool Play Button Video used with permission of UCSB

    How to Fill Out FAFSA

    How to File Your FAFSA Video Play Button Video used with permission from the Department of Education

Other Financial Aid

To view program-specific aid options, visit the Financial Aid Options page.

Two basic categories of aid are grants/scholarships and loans. Click on the links below to learn more about each one:

  • Grants and Scholarships

    Grants and scholarships are money for college and do not have to be repaid.


    The higher the “level of need,” the higher the possibility of receiving a grant. The most common grants are the Pell Grant (federal) and the Cal Grant (state).

    For more information:
    Federal and State Aid


    Scholarships are given to students based on academic merit, talent, personal or family involvement in Christian ministry, and high levels of need based on the FAFSA.

    For more information and renewal criteria:
    Simpson University Aid


    If you are receiving any outside scholarships not listed on your award letter, please complete the outside scholarship form and submit it to Student Financial Services.

    For more information:
    Outside Scholarships

  • Loans

    Loans are borrowed money and must be repaid with interest.

    The Federal Direct Stafford Loan program is the biggest source of low-interest student loans. Since these loans are not credit-based, most students are eligible. For additional information on these loans and the steps to request the loan funds you have been awarded, visit


    For students with financial need. Interest is paid by the government while the student is enrolled in school at least half-time.


    Interest does accrue on the loan while in school.

    Annual eligibility is based on the student’s grade level.

Self-Service Financial Aid and Student Finance

Self-Service Financial Aid allows you to know where you are in the financial aid process, the next steps required, and other important details.

Self-Service Student Finance provides detailed financial activity including access to your current statement. This is where you may also make a payment online.

We encourage you to log into Self-Service today and navigate through the features. We want you to be confident and empowered in making financial decisions while at Simpson University!

Student Account Center

We will be introducing some exciting new system enhancements to provide more convenience and ease for our families, allowing them to manage their education expenses in a 24/7 online Student Account Center.

This is a service Simpson University will provide through the Student Account Center (SAC) administered by Tuition Management Systems (TMS). This online website will allow you to view up-to-the-minute account activity and make payments.

What to Expect:

An email will be sent from to your Simpson University email address to register for access to the Student Account Center (SAC). Due to Federal student privacy regulations (FERPA), the student must register first.

After logging into the Student Account Center, you will have access to a web page that will offer the following features:

  • Account Summary Data – available 24/7 with real time updates.
  • Account Activity – also available 24/7 with real time updates.
  • View Available Payment Options - make one-time payments by available payment methods.
  • Ability to Share Account Access – Select “Manage Account Access” and share access with additional family members or other participants that are frequently important partners in this process. An email with activation instructions will be sent to the invited participant.

If you would like to speak to someone in Student Financial Services about your student account, you can call the SFS Office at (530)226-4621 or email

The content below provides important information for students and forms related to student accounts processing and financial aid eligibility. If you need any form not listed below, please stop by the SFS Office or call the office at (530)226-4621 if you would like a form faxed or emailed to you.

  • Cost Estimate Worksheets

    The following Cost Estimate Worksheets 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 Self-Service. 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.

  • Scholarship Forms

    Church Match Scholarship Form Traditional Undergraduate (UG) Icon - 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 Traditional Undergraduate (UG) Icon Adult Studies (AS) Icon Graduate Studies (GS) Icon A.W. Tozer Theological Seminary (TZ) Icon - 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.

  • Billing Adjustment Forms

    Meal Plan Change Form Traditional Undergraduate (UG) Icon - Complete this form to make changes to the meal plan selected through the Undergrad Pre-Registration Forms.

  • Policies & Disclosures
    • Cash Management Contracts
    • Data Pertaining to Contracts
      • 1. Total number of students with a prepaid account that were enrolled during the award year: 270
      • 2. Mean amount of fees charged to students during the award year: $10.49
      • 3. Median amount of fees charged to students during the award year: $7.50
      • 4. Total invoice amount paid to TMS for the Refund program: $13,252.25
    • 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.

    • Verification

      Applicants may receive a notice that their FAFSA 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 directing them to log in to the Student Financial Services Eligibility Center to submit the needed documentation. 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.

    • 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 for use at the Simpson University Bookstore. 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
      • If Satisfactory Academic Progress is confirmed
      • 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
      • *Students are not obligated to use the book voucher process provided to secure their textbooks.
    • 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.

    • Disbursements

      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 disbursements will be issued via a reloadable Simpson University Discover® Prepaid Card, direct ACH deposit to a designated bank account or by check. 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.

    • Institutional Aid Eligibility Requirements
    • Title IX Information

Have you received your 1098T?

Heartland ECSI is assisting Simpson University with generating and sending the 1098-T statement for 2017. Please go to the Heartland ECSI 1098-T Information Page for any questions related to your 1098-T statement and to access an electronic copy of your 1098-T statement on the Heartland ECSI portal.

Calculate Your Investment

If you are a new, undergraduate student, entering as a freshman or transferring in from another college / university, this calculator is meant for you! It is a tool designed to help you estimate your potential costs and financial aid at Simpson University. Please click on the Net Price Calculator button to begin.