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Cal Poly Financial Aid

The Financial Aid Office helps you plan your finances and organize your resources to cover your college costs. Financial assistance is a resource designed to supplement the cost of education and is not intended to be used as a student's sole means of income. The types and amounts of aid Cal Poly awards or recommends are subject to availability of funds, enrollment status, and financial need. Cal Poly students have a variety of financial aid programs available for assistance. Programs vary in eligibility criteria, award amounts, and repayment options.


IMPORTANT UPDATES (effective February 12, 2018 )

EMPL ID# is the 9 digit Cal Poly ID number found on the student's portal under the Personal Information Tab.

Students are required to show their student ID when visiting the Financial Aid office.

Our primary form of communication is via email. Students must check their Cal Poly email for important notices and updates.
The Cal Poly Financial Aid Office takes the security of your personal information seriously, and it is important for you to know that emailing documents with sensitive information is not secure and risks a potential data breach.  You should submit any documents with sensitive information (such as SSN or birth dates) either via fax (805-756-7243), by U.S. mail, or by encrypted email.  Your current email provider may offer an encryption option or you can download free software at



  • For the 2018-19 academic year, The Free Application for Federal Student Aid (FAFSA) and the California Dream Act Application are currently available. We encourage all of our financial aid students to complete their application by March 2, 2018, priority filing date to maximize potential aid opportunities.
  • You will use 2016 income information for the 2018-19 financial aid application. The IRS Data Retrieval Tool (DRT) is available on the FAFSA. Students and their families applying for financial aid using the FAFSA for the 2018-19 school year will be able to automatically import their tax information by using the DRT. In an effort to protect applicant privacy, sensitive data, such as the adjusted gross income, will no longer be displayed to the applicants. Be assured that the information transferred is the information that was submitted on the 2016 tax return.
  • UC Santa Barbara provides an excellent tutorial on completing the FAFSA. Click here for the video:
  • Financial aid awards for the 2018-19 academic year will be posted by April 1st
  • For prospective students: Once admissions decisions are made, incoming students will be reviewed for scholarships.  There is no additional application required for new students. If awarded, they will receive an email notification from the Financial Aid Office.  A FAFSA or California Dream Act Application is not required for consideration for merit-based scholarships.
  • For continuing students: The application for Cal Poly scholarships for the 2018-19 academic year will be available as a quick-link in your portal during the spring quarter. 


  • Please review your holds & warnings on your Student Services Center prior to spring quarter registration.
  • For spring enrollment, students with any form of financial aid have fees automatically deferred and will not be dropped from classes.
  • If you have items listed on your to-do list, submit the requested documents as soon as possible. Outstanding items on your to-do list will delay your spring aid. Contact the financial aid office if you need further clarification.
  • For students who have all to-do list items completed, reviewed, and are in the appropriate minimum units, financial aid for spring quarter will disburse to the student’s account and applied against outstanding charges the week before classes start. If there is a credit balance, that credit balance will be refunded the Friday before classes start.
  • If you are not full time but plan to add classes prior to the end of the add/drop period, grant or scholarship aid will automatically disburse 3-4 days after the full-time enrollment is reflected in the system. Students who are not registered in full-time units at the end of add/drop may have some types of aid adjusted accordingly. If that aid has been received, some portion of the aid disbursed may need to be repaid. If grant aid has not disbursed, it will disburse the 3rd week of classes once revisions occur.

General Information:

  • For more detailed information on the financial aid process, please refer to our Vital Award Information page. Other financial aid details can be found on the pages of our website.  We recommend that you review them carefully.
  • Students can give parents access to some of their portal information, such as financial aid awards, to-do lists and account information by setting up a report on “Share My Info” which is available on the student portal under the Money Matters tab. Once set up, parents can access real-time data at
  • DACA students are not eligible for federal aid.  However, those who meet California AB540 residency requirements can be eligible to apply for and receive state funding through the CA Dream Application.  The rescinding of DACA does not change the state funding available to those students.





9 a.m. to noon & 1 p.m. to 3 p.m. (closed 12-1) Monday - Thursday.

No telephones on Friday.

Walk-Up Window 8 a.m. to 5 p.m. Monday - Friday
Counselor Availability

8 a.m. to 5 p.m. Monday - Friday

No appointments taken; walk-in basis only.


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