Policies and Disclosures

Undergraduate Resource Reporting

Attention Campus Partners!
We are accepting submissions for the 2023-2024 school year via our new online portal

No pdf 2023-2024 forms will be accepted. 

**We are currently accepting pdf requests for summer quarter (M23).**

For processing status inquiries please check with FinAidResource@sa.ucsb.edu directly and relay the information to the applicable department contacts (i.e. students, Primary
Investigators, etc.)

The deadline to submit 2022-2023 Undergraduate Student Resource Disbursement forms (including summer requests) is October 31, 2023. No 2023-2024 PDFs will be accepted as we will be live with the new online portal.

2023-24 Online Portal Tutorials

Preparing a Submission
Preparing a Form
Approving a Submission
Authorizing a Form
Rejecting a Submission
Rejecting a Form

Adding a New User

Adding a new user pdf guide

Add a new user
Deleting a User
Delete a User

2022-23 Forms

Monarch Opportunity

***Important Financial Aid Impacts Regarding Departmental Awards***

This year, the Middle Class Scholarship (MCS) was revamped to vastly expand and change its way of determining eligibility. Any new awards received by the student will result in reductions or loss of eligibility of their MCS award. Below is a table that helps detail the changes:



Number of MCS recipients



Size of MCS awards

Max $4,399

Calculated per student and can be large (>$7,800)

Effect for students receiving a departmental award

None (these awards were never considered in the calculation for MCS awards)

Considered (All gift aid including departmental awards, stipends & scholarships will be calculated for MCS awards)

Implications for students of departmental awards

No change

Reduction in MCS (reduction amount varies per award)

Implications for departments


Likely to cause reductions to MCS

While changes to the program will result in more overall funding for our students, OFAS will no longer be able to accurately predict financial “need” for departmental scholarship recipients or determine the impact of those awards to a student’s overall financial aid package. In light of this, it’ll be important that departments use caution when speaking with students about departmental awards and their potential impact.

Thank you for your patience as we work through this major implementation. As always, OFAS is here to support you with any questions you may have.

MCS FAQs for Departments
Financial Aid Attachment for Student Awards


Your Rights

  • To be given courteous and considerate treatment, as well as dignity and respect.
  • To have all of your records and data treated confidentially.
  • To receive a timely response in your requests for services.
  • To voice a complaint or make a comment or suggestion on any aspect of our office.
  • To an explanation of how your financial aid eligibility was determined. Although we review each student's case individually, we apply the guidelines for eligibility and awarding of aid consistently to all applicants. The awarding policies we implement are determined each year by the UCSB Financial Aid Advisory Committee, which is comprised of UCSB students, faculty, and staff.
  • To accept or decline any or all types of Financial Aid you have been offered.
  • To cancel a loan you have already accepted during the current academic year (although you may be billed back for any proceeds already disbursed).
  • To be provided information on UCSB's policies on withdrawals and refunds.
  • To appeal a decision made by our office or to provide us with new or additional information that may affect your aid eligibility.

Your Responsibilities

  • To be courteous and considerate when communicating with the Office of Financial Aid and Scholarships.
  • To read and understand all information provided by the Office of Financial Aid and Scholarships regarding your Financial Aid. Be proactive and take the time to have all of your questions answered. Relying on information from your friends or other departments in this regard can be risky.
  • To provide accurate information (such as updates to your enrollment status, housing status, etc.) in a timely fashion.
  • To submit all documents requested by the Office of Financial Aid and Scholarships in a prompt fashion.
  • To use Financial Aid funds only for expenses related to your enrollment at UCSB.
  • To be aware of all pertinent deadlines and to pay (or defer) all University expenses on your BARC account by the applicable deadline(s).
  • To make satisfactory academic progress towards your degree objective.
  • To repay any loans advanced to you according to the terms of your promissory note(s).
  • To complete an exit interview prior to leaving the University (if you have received a loan).