Student Financial Services

What is Form 1098-T

Form 1098-T is an IRS form issued to qualified students by a school to report for each student the payments received for all qualified tuition and related expenses made during a calendar year (January 1 – December 31).  The form is used by taxpayers to obtain certain qualified educational tax credits on their income tax returns.  It is also being furnished to the IRS. 1098-T forms are available online by the end of January following the reporting year.

For more information, please visit Tax Credits for Higher Education.

IRS Publication 970, Tax Benefits for Education Form (PDF)

Where to find your form 1098-T

The form is available electronically via Single-Sign On (SSO) Portal to view or download and print or save on your computer.  To see your form 1098-T, select the Other Financial Box under Finances. From the drop down menu select View 1098-T and then choose the year you need. 

Why we need your Social Security Number or Tax ID

The purpose of collecting Social Security Numbers (SSN) or Individual Taxpayer Identification Number (ITIN) is for the issuance of Form 1098-T to both the student and the Internal Revenue Service (IRS). Failure to comply with this requirement may result in a $50.00 penalty to the student assessed by the IRS under Section 6723.

If you receive an email requesting your SSN or ITIN, please provide a Substitute Form W-9S (DocuSign). For questions regarding Form 1098-T and Form W-9S, please contact Student Financial Services at 562.985.5471 (Option 3) or send an e-mail with your Campus ID to 1098THelp@csulb.edu.

The Perkins Loan Program

At the end of the 2017-2018 academic year, the Department of Education terminated the disbursing of new Perkins Loans.  Schools are assigning accounts to the Department of Education.  If your loan is assigned to the Department of Education, it will become ineligible for deferments, forbearances, cancellations, and consolidation.  If you receive a letter from our office, please contact us to make other arrangements.

Graduation Exit Process

Upon graduation or transferring/withdrawing from school, you will be required to do your loan exiting process.  You will receive an email from Heartland ECSI, our loan servicing company, asking you to complete your on-line Perkins Loan exit.  The exit process will provide details for repayment of your loan.  If you do not receive this email, please contact our office.

Repayment

Heartland ECSI is responsible for the billing and servicing of your Perkins Loan.  They will send out statements to you. Heartland ECSI can be reached at 888.549.3274.

Deferment/Forbearance/Cancellation

If you find yourself unable to make your loan payments, please contact our office immediately. We will make every possible effort to help you address the repayment of your loan. 

Some of the solutions available to you are:

• Unemployment deferment
• Economic hardship
• Hardship Forbearance
• Student deferments
• Rehabilitation (payment plan set up to remove delinquencies from credit profile)
• Temporary reduction of payments
• Consolidation
• Cancellation

Consolidation

Consolidation is intended to make payments easier by allowing you to combine several loans with varying payment schedules and interest rates into one convenient payment. By extending your loan period, monthly payments are lower and often more manageable. This can be a perfect solution for borrowers who owe large sums of money on several student loans, or who have high monthly payments, or several loans with different lenders. More information on consolidation can be found at the Department of Education.

The Financial Aid Disbursements Office is responsible for preparation of Financial Aid payments, Federal Grants and Loans, Parent PLUS Loans, Private Loans, Scholarships, and the refunding of fees for financial aid students. Once the student’s outstanding charges are paid by their financial aid, a refund will be issued for any remaining funds.

Financial Aid Disbursements Status

Details of your disbursement can be accessed using MyCSULB Student Center. The Student Center provides financial aid information including your financial aid To-Do Lists, accepting financial aid awards, and the status of your disbursement.

Disbursement Refunds

E-Refund is the CSULB policy for receiving any refund. E-Refund electronically deposits to your bank’s checking or savings account any refund due to you from the university including financial aid disbursements that is in excess of your charges. E-Refund is faster, safer, and convenient as funds are directly deposited to your bank account. For instructions on how to enroll for E-Refund, visit our How-To Guides. To enroll in E-Refund, go to MyCSULB Student Center.

Other Financial Aid Information

Most information about disbursements of loans, scholarships, and financial aid can be found through the following links:

• Loans
• Scholarships
• MyCSULB - Using "Finances and Aid"
• Key Dates and Deadlines
• More about Financial Aid
• Loan Cancellation Request (PDF)

For more information, contact Disbursements.

E-Refund is the CSULB policy for receiving any refund. E-Refund electronically deposits to your bank’s checking or savings account any refund due to you from the university including financial aid disbursements that is in excess of your charges. E-Refund is faster, safer, and convenient as funds are directly deposited to your bank account. For instructions on how to enroll, visit our How-To Guides. To enroll in E-Refund, go to MyCSULB Student Center.

Payments

Online
Payments can be made via MyCSULB using an E-Check with no service fee. Payments can also be made using a credit card with a 2.65% service fee. For instructions on how to make a payment online, visit our How-To Guide.

In-Person
Cash, check, or debit are the only accepted forms of payment. A campus or government issued ID is required.

International
Payments can be made via campus single sign on (SSO) by selecting “Pay with foreign currency” at check out. The University only accepts International payments processed by Convera. For instructions on how to pay with foreign currency, visit our How-To Guide.

529 Education Savings Plan
Instruct plan to include the following:

1. Make checks payable to CSULB, not the beneficiary
2. Include the name and/or the student ID number
3. Mail to the address below:

California State University, Long Beach
Attn: Cashier's Office BH-148
1250 Bellflower Blvd
Long Beach, CA 90840

*Please note that funds received in excess of the amount due will not be accepted and may be returned to the savings plan.

For more information on 529 Plans, please contact the Cashier's Office at cashiers@csulb.edu.

Late Fees
Late fees may be assessed if payments are not received by the assigned due dates. A $20 fee may be assessed for dishonored transactions.

Payment Plans

Payment plans are available online via campus single sign on (SSO) under the Finance section of the Student Center. The plan automatically spreads tuition costs equally across two, three, or four installments depending on when you sign up. The cost is $33 per plan (non-refundable). For instructions on how to create a payment plan online, visit our How-To Guide.

Parking

Student Parking
Student virtual permits are only available for purchase online.

Citation Payments
Citation payments can be made online, in person, or by mail.

Citation Appeals
Citations may be appealed online within 21 calendar days from the day of issue.

Itemized Statements

Itemized statements, which show semester charges and payments, are available online. On-Demand video available.

Refunding

The university automatically generates refunds two weeks after census, which is approximately six weeks after the start of the semester, for changes from full-time to part-time status. You may submit a request for a refund of tuition and fees by completing an application for refund form (DocuSign) and parking permits by completing an application for parking refund form (DocuSign). All refunds take approximately four weeks to process.

Third Party Sponsorships

A third party organization such as an employer, state or federal agency, or international organization may enter into a Sponsorship Agreement (DocuSign) with the University to pay for a student's tuition. Third party sponsorship may include all fees, or a portion of fee depending on the sponsor's contract with the University. The contract should be approved prior to the student's registration. 

Student Responsibilities

If a sponsor does not pay some or all fees invoiced, it is the student’s responsibility to pay the outstanding balance to avoid class cancellation, or the withholding of services including registration for future semesters.

Military Tuition Assistance Return Policy

Details about the Military Tuition Assistance Return Policy.

Students participating in the Department of Defense Tuition Assistance program can find additional information about tuition rates by visiting the following page: Tuition Rates Information.

Invoicing

Most third party sponsors are billed after census each semester approximately four weeks after the start of classes to ensure all adjustments are made to the student’s schedule. Invoices are due upon receipt. If payment is not received within 60 days, the charges may be placed back on the student’s account and become the responsibility of the student to pay.

For more information, contact our sponsor coordinator at 562.985.5471 (Option 3) or by email at sponsorships@csulb.edu.

Repayment Agreements for Past Due Balances

Students can work with the University Collections department to setup a repayment agreement for past due balances in order to avoid the debt being sent to a collection agency. Please email University Collections or call 562.985.5471 (Option 3) for more information. Enrolling in a repayment agreement, in most cases, will not lift current financial holds on your student account until all debts are paid-in-full. CSULB is required to annually report the debt to the Franchise Tax Board for state refund garnishment until the debt is paid-in-full per California Government Code Sections 12419.2, 12419.7, 12419.9, 12419.10, 12419.11, and 12419.12  

Special Circumstance Refund Request

If a student is forced to withdraw due to unforeseen or extenuating circumstances, a Request for Special Circumstances Refund (DocuSign) may be submitted to Student Financial Services along with a personal statement describing the situation which forced the student to withdraw. Please include necessary supporting documentation such as medical documents, a professor/counselor letter explaining your circumstances, or other pertinent supporting documents. Students who receive aid and now owe a balance from a financial aid disbursement, as a result of their withdrawal, are NOT eligible for the Special Circumstances Refund Request. Please note that students are eligible to submit only one Special Circumstance Refund Request during their academic career.

Student Emergency Intervention and Wellness Program

The Student Emergency Intervention and Wellness Program offers the following resources to student in need:

Student Emergency Grant
Students who have been involved in an unforeseen emergency, crisis, or catastrophic event may apply for the Student Emergency Grant.

The Meals Assistance Program
The Meals Assistance Program provides students that are food insecure and/or experiencing a student emergency access to several healthy and well-balanced meals in one of the three

University Dining Commons (Parkside, Hillside, or Beachside)
To ensure confidentiality, the meals are placed on the student's ID card.

Short-Term Emergency Housing Program
The short-term emergency housing program provides displaced students access to temporary on-campus housing in the residence halls to ensure the student’s safety and well-being while they acquire permanent and secure housing.

CSULB Basic Needs Program

ASI Beach Pantry
The pantry has perishable and non-perishable food items, toiletries, and school supplies available to all CSULB students.

Cal-Fresh Outreach Program
CalFresh is California's name for the federally funded Supplemental Nutrition Assistance Program (SNAP). CalFresh benefits are funds on an Electronic Benefit Transfer (EBT) card which can be used to buy food. The CalFresh Outreach Program at CSULB provides application and verification assistance to students who meet CalFresh eligibility requirements. Assistance can be found during drop-in hours or through an appointment.

Scholarships

CSULB offers many scholarship opportunities for students. Scholarships are categorized by Campus Scholarships and External Scholarships.

Campus Scholarships

CSU Systemwide Scholarships
The CSU Foundation offers a wide variety of scholarships for California State University students, generously funded through donations, alumni, and friends of the CSU.

Employment Resources

Career Development Center connects students with on-campus opportunities as student assistants, federal work study jobs, as well as outside employment recruitments.

Jobs with 49er Shops

ASI Jobs

Parent Family Orientation Presentation (PDF)

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