Forms And Policies

This page is dedicated to providing important information for students and forms related to student accounts processing and financial aid eligibility. Please stop by the Office of Financial Aid located on the second floor of the Owen Center, Suite 206 or call the office at (530) 226-4621 if you would like a form faxed or emailed to you.

Scholarship Forms

  • 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.

Billing Adjustment Forms

  • Parking Information - complete this form to make changes to the parking information provided through the Undergrad Pre-Registration Forms.
  • Meal Plan Change Form - 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