Forms 2023-2024
Submitting Documents
You may submit verification documents (tasks), including some appeals, by logging into the Financial Aid and Scholarships (FAS) student portal through your TritonLink and accessing the Document Submission Tool.
This tool allows you to complete your documents with an e-signature and is mobile friendly, so you can complete tasks using your phone and even opt in for text reminders.
How to access the Document Submission Tool
Verification Documents
Verification is a process required by the state and federal government intended to improve the accuracy of the information submitted on the Free Application for Federal Student Aid (FAFSA) and the California Dream Act Application. The university may not disburse federal student aid until the verification process is complete.
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- Deadlines: The 2023-24 priority document submissions deadline for entering First Year and Transfer students is July 1. This deadline has been extended for Continuing students from May 1 to July 1. Tasks assigned after the deadline are due within 2 weeks of being notified. Submitting documents after the priority deadline may result in limited funding.
- Process:
- Documentation: If selected for verification documents required for verification include the online UC San Diego Household verification form and federal tax returns (for specifics please log into your TritonLink).
- If additional information is required you will be sent an email to your UC San Diego email address to log in to the Document Submission Tool for more information.
- Results: Once verification is completed an email is sent to your UC San Diego email address to review the updated financial aid awards on TritonLink. Response timeframes vary based on peak workload times (June-September).
- Documentation: If selected for verification documents required for verification include the online UC San Diego Household verification form and federal tax returns (for specifics please log into your TritonLink).
- Corrections after verification? If you need to make corrections to the information submitted for verification please contact the UC San Diego Financial Aid and Scholarships Office.
INSTRUCTIONS
Special Circumstances - Cost of Attendance Appeals Due by May 15, 2024
Unexpected expenses can occur despite careful planning of your academic year budget. If you incur certain costs above the expenses shown on UC San Diego's estimated costs of attendance, the Financial Aid and Scholarships Office may be able to add them to your budget and cover them with student loans, based on funding availability. On occasion, other types of funding may be available such as work-study or, for Graduate students, departmental funds.
Special Circumstances - EFC Calculation Appeals Due by May 15, 2024
(Family Contribution Appeals)
Financial Aid and Scholarships provides a Special Circumstances – EFC Calculation Appeal when changes to a family’s financial situation and/or special circumstances occur that are not reflected on the initial aid application.
Based on the time of year, the Financial Aid and Scholarships Office prioritizes initial financial aid verification and packaging. If selected for verification, your appeal will not be reviewed until after verification is completed.
PJ Unusual Circumstance Appeal Due by May 15, 2024
This appeal is for applicants who would like to request a review of their dependency status for financial aid consideration. Please read the following information before submitting a PJ Unusual Circumstance Appeal. Federal regulations state that a student is considered independent for financial aid if he or she can answer yes to any one of the dependency questions on the FAFSA or California Dream Act Application. The dependency criteria are the same for both applications.
If you do not meet any of the criteria and feel your circumstances warrant review for independent status, submit a PJ Unusual Circumstance Appeal form, and supporting documents, to the Financial Aid and Scholarships Office for review. Please note, a student is not considered independent solely based on:
- self-sufficiency
- a parent's unwillingness to provide information
- a parent's unwillingness to assist with educational expenses
- a parent not claiming the student as a dependent for income tax purposes
You may also submit this appeal if you are older than 21 but not 24 and unaccompanied and either homeless or self-supporting and at risk of being homeless.
If you have read the above and wish to submit a PJ Unusual Circumstance Appeal, please see the Instructions.
Loan Forms
To access loan forms, go to the “Manage Awards” section of your FAS student portal in Tritonlink to see if you are offered federal and/or institutional student specific loans. If offered a loan, please use the selection column to accept/decline federal and institutional student specific loans. Instructions on how parents can apply for a Federal Direct Parent Loan (PLUS) can be found on our Loan Information page (see the ”PLUS” section) and in the “Important Information” section of your FAS student portal.
Protect Your Data
UC San Diego is helping you protect your information. Prior to sending any document to the Financial Aid & Scholarships Office by email, it should be password protected.