Financial
Aid

How to Apply

 

The primary responsibility for financing your education rests with you. Financial aid is meant to supplement your family resources. You may apply for financial aid before receiving acceptance for admission to the University. However, a Federal Stafford Loan cannot be processed until you are accepted. Institutional awards are determined by the availability of funds with priority given to completed financial aid applications received by March 21, 2014. Late applications may receive funds as available.

Steps for the financial aid process

Complete and submit the Free Application for Federal Student Aid (FAFSA) online. Parental data may need to be included on the FAFSA, if you want to be considered for LLU institutional funds.  

The Free Application for Federal Student Aid (FAFSA)

Note: All dependent students (see Step 3 of the FAFSA form for definition), and all students applying for the best financial aid award, MUST provide both student AND parent information. For the best financial aid award, the FAFSA results must be received in the Office of Financial Aid by March 21, 2014 (allow Department of Education 1 week for processing). To submit your FAFSA go to: http://www.fafsa.ed.gov/.

If you are a new applicant:

  • Request a FAFSA PIN at http://www.pin.ed.gov
  • Use the PIN to complete and submit the FAFSA form online.

If you are filing your renewal FAFSA on the web:

  • Your electronic access code (PIN) was given to you when you filed the FAFSA last year. If you cannot remember it, you may request a PIN at http://www.pin.ed.gov/ (Your PIN will be mailed to you from the Department of Education in 7-10 days. Your PIN is considered your signature. Keep it safe).
  • With your PIN, go back to the FAFSA web site and complete the FAFSA renewal. (You, the student, must be living at the same address as you reported in 2013-2014. If you moved you cannot use the renewal FAFSA on the web.

FAFSA UPDATES FOR 2014-2015 AWARD YEAR

IRS Data Retrieval Tool

Beginning February 3, 2014, students and parents who have filed their 2013 IRS tax return will be able to select the IRS Data Retrieval option on the Free Application for Federal Student Aid (FAFSA) to transfer tax information to the FAFSA. We strongly encourage you to select this option during the initial filing or when subsequent corrections are made to your 2014-2015 FAFSA. This option will streamline and expedite the processing of your financial aid application.

What is IRS Data Retrieval Tool?

The IRS Data Retrieval tool will allow FAFSA on the Web applicants to request and retrieve their tax return data from the IRS. Once the data is retrieved from the IRS, it can be transferred to the FAFSA online.

To successfully use this option you must:

  • Have a federal tax return filed with the IRS.
  • Have a valid Social Security Number.
  • Have an unchanged marital status since December 31, 2013

While completing the FAFSA application you will be presented with questions to identify whether you may be able to use the IRS Data Retrieval Process.  You will be unable to use this option if: 

  • Your marital status changed after December 31, 2013.
  • You filed married filing separately.
  • You filed an amended return.
  • You filed a foreign tax return.
  • You filed a tax return using a Tax ID Number (TIN).
  • The home address on the FAFSA does not match the address on the tax return.

According to the IRS, this tool cannot be used until 1-2 weeks after electronically filing a tax return and 6-8 weeks after filing paper tax returns.

How It Works

When either a parent or student selects the IRS Data Retrieval option, the FAFSA Central Processing System (CPS) will conduct a data match with the IRS.  As the federal income tax filer, you will be redirected to a secure IRS website, where you will permit the IRS to transfer income data to the CPS.  Data that is successfully matched will be marked on the FAFSA with the following notation, “Transferred from the IRS.”  It’s as simple as that.  This process avoids reporting errors and processing delays that can otherwise occur when the option is not selected.

If I am selected for verification, what tax documentation do I need to provide to the Office of Financial Aid?

For the 2014-2015 award year, paper tax returns will no longer be accepted as verification documentation. If your FAFSA is selected for verification, and you did not use the IRS Data Retrieval option or you changed the IRS data, you will be required to provide:

  • Tax Return Transcript (student’s tax transcript and parent’s tax transcript for dependent student)
  • W-2 (non-filers)

How do I request a Tax Return Transcript?

Tax filers can request a transcript, free of charge, in one of the three ways. 

  • Online request at www.irs.gov
  • Telephone request by calling 1-800-908-9946
  • Paper request form using IRS Form 4506T-EZ  

What happens next?

Once the FAFSA is processed by the Department of Education, an Institutional Student Information Record (ISIR) will be received. The Office of Financial Aid will use the ISIR to start processing your file.

Once your valid ISIR is received by LLU, the LLU online Supplemental Eligibility Form must be completed. This is part of Step 1 of the online financial aid process.  If required, or you want to be considered for institutional funds administered through Loma Linda University, submit a 2013 US Federal Tax Return Transcript from irs.gov, for you, your spouse (if applicable), and your parent(s).  Mail the 2013 US Federal Tax Return Transcript to the Office of Financial Aid.   Once you have completed and submitted your LLU online Supplemental Eligibility form, additional financial aid forms may be required based on your answers on the application. These forms will become immediately available online on the tracking requirements page.

The Office of Financial Aid will send you an email message advising you when Step 2 is ready for you to complete. Step 2 of the online financial aid process enables you to accept, change, or decline your financial aid package.

Cal-Grant applicants 

A GPA verification form is required from all applicants for the undergraduate Cal-Grant that have not previously received a Cal-Grant. The form must be certified by a registrar and sent to the address on the form. Please submit the form to a registrar no later than February 25, 2014. Cal-Grant renewal students are not required to complete the GPA verification form.

The LLU Financial Aid requirements/forms

Your LLU PIN will enable you to access and electronically complete your financial aid requirements as well as download and submit other LLU financial aid forms. If you are a new student, a PIN will be mailed/emailed to you once the FAFSA results are received in the Office of Financial Aid. All students may access the financial aid forms through the student portal, or at: http://www.llu.edu/central/ssweb/finaid/forms.page?

Students may be required to submit parental information to be considered for institutional funds.  The forms below may be part of your requirements.  

  • The Independent Student Verification Worksheet (IVS)  
  • Dependent Student Verification Worksheet (IVSP)
  • Parent Verification for Independent Students (PVIS)
  • SNAP Verification
  • Child Support Verification  

Income information

  • If you are required to file a 2013 US federal income tax return, and if required, submit a 2013 US Federal Tax Return Transcript (see above for how to, How do I request a Tax Return Transcript?). Print your first name, last name, student ID OR Social Security Number, and major on the top right hand corner of the first page.  Do not submit state tax returns.
  • If you are not required to file a 2013 US federal or foreign tax return, submit clear photocopies of all 2013 W-2 forms, IRS Form 1099, or certification of other income.
  • If you are a dependent student, or astudent applying for the best financial aid award, your parent's income information (as outlined in this section),and the information verification statement with parent(s) form must also be submitted.

The U.S. citizenship Confirmation

If you are a US citizen, you might be required to bring your US birth certificate, US passport, or naturalization certificate to the Office of Financial Aid.

Eligible Non-Citizen Documentation

You might be required to bring your resident alien card or other documentation to the Office of Financial Aid.

Complete your FAFSA and requirements now!

Online PIN Request for new FAFSA applicants

Online FAFSA application 

Online LLU application requirements

IRS Tax Return Transcript request online