Complete Things To Do List

DE ANZA COLLEGE

Financial Aid Office

21250 Stevens Creek Blvd.

Cupertino, CA 95014

Name: __________________ ID ____________ Date: __/__/___

REQUEST FOR EXTENSION of FINANCIAL AID (TO-DO LIST)

BEFORE YOU FILL OUT A FINANCIAL AID REQUES T FOR EXTENSION:

Take your placement Exams http://www.deanza.edu/admissions/placement/

Declare your Educational Goal https://myportal.fhda.edu

Maintain Satisfactory Academic Progress http://www.deanza.edu/financialaid/min_stand.htm

INFORMATION TO GATHER:

Total Pell Grant used to date (%) http://www.nslds.ed.gov

Total Student Loan debt $ http://www.nslds.ed.gov

How many years of financial aid eligibility would you like to use after you transfer?

Print out CSU/ UC Articulation Agreements http://www.assist.org

Create and Save an educational plan in Degree Works https://myportal.fhda.edu

Or write it down on paper

Obtain a Counseling Referral Form from the Financial Aid Office

WHAT TO BRING TO THE COUNSELOR:

Counseling Referral Form signed off by

Completed Financial Aid Request for Extension Form

CSU/ UC Articulation Agreements http://www.assist.org

Draft Educational Plan hand written or from Degree Works https://myportal.fhda.edu

WHAT TO TAKE BACK TO FINANCIAL AID (AFTER COUNSELING MEETING):

Completed Financial Aid Request for Extension Form including Personal Statement

Locked Educational Plan from Degree Works that has been approved/signed by Counselor

https://myportal.fhda.edu

WHAT HAPPENS NEXT?

Wait 6-8 weeks for response from Financial Aid Office via your My Portal E Mail address

?

DE ANZA COLLEGE

Financial Aid Office

21250 Stevens Creek Blvd.

Cupertino, CA 95014

REQUEST FOR EXTENSION for FINANCIAL AID

Name: __________________________________ SID#: ___________________ Date: _________________________

Email Address: _______________________________________Phone #’s: ____________________________________

What is your major? _________________________________________________________________________________

What is your Educational Goal at De Anza College?

 Certificate  Associate Degree  Transfer  Other: ____________________________________________

If you plan to transfer, what school will you be attending? ___________________________________________________

Note: You MUST COMPLETE each step below BEFORE scheduling an appointment in Counseling!

(Check box  when you complete each step)

Step 1:  Pell Grant/Loan Maximums: Go to http://www.nslds.ed.gov/nslds_SA/. What is your total percentage of Pell

Grant used to date? _________ (Max is 600%) What is your total student loan debt? _____________. (Sub Max is $23K).

TRANSFER STUDENTS: how many years of Financial Aid eligibility would you like to have left after you transfer to earn

your Bachelor’s degree? ________ (FYI - After 3 years, only about 53% of transfer students have earned their BA/BS).

Step 2: Testing: If you need to take placement tests, you will need the results of these tests BEFORE scheduling an

appointment in Counseling. It can take up to three weeks to get the results.

Step 3:  Make an educational plan: either in Degree Works or hand written that shows specifically, which courses, by

quarter, you need to take to complete your educational goal.

Step 4:  Personal Statement: Please, list specifically and completely all the reasons WHY you have not completed your

educational goal and WHY you need this extension (attach additional pages as needed).

CERTIFICATION: I certify that all information on this application is true, complete and accurate to the best of my

knowledge. I understand that I must adhere to the Education Plan and make satisfactory academic progress in order to

continue to receive financial aid if the extension is approved.

Students signature: ______________________________________ Date: _______________________

DE ANZA COLLEGE

Financial Aid Office

21250 Stevens Creek Blvd.

Cupertino, CA 95014

Comprehensive Education Plan – Check List

Student Name _____________________________ ID# _______________________ Date ______________________

← Check if this is a Financial Aid Extension. Signed:____________________________________________________

Financial Aid Staff

A comprehensive Education Plan lists all courses needed (and when you plan to take them) for your certificate, degree or transfer. Comprehensive

Educations plans are finalized and approved by appointment only.

You must know your college major and your preferred college/university in order to complete a comprehensive education plan and have it approved

by a counselor. If you have not decided these two things, please enroll in one of our Career Life Planning courses: CLP 70 or CLP 75. Additionally,

you need to list accurate courses (G.E., Major, Pre-requisites and Electives) on your plan. If you do not know this information, please enroll in

COUN 200 as soon as possible. COUN 200 is a course that provides you with these details. If you only need technical instruction on how to create

an education plan in DegreeWorks, take one of our DegreeWorks Education Planning workshops.

The following items must be completed (√) before your Ed Plan appointment can be made:

□My College major is: _____________________________________________________________

□My preferred college/university is: __________________________________________________

□Advanced Placement test results (if any) and official transcripts from other colleges (if any) have been evaluated

by Admissions & Records and appear on my De Anza transcript.

□All applicable placement tests (Math, English, ESL, Chemistry or Biology) are completed and the results are posted in

MyPortal.

□ I have completed a Comprehensive Ed Plan in DegreeWorks which lists all the courses I think I need in order to

reach my goal. A printed copy of my DegreeWorks Ed Plan is attached. (If having trouble with DegreeWorks, you may

write the quarter-by-quarter plan on paper. See reverse side).

My plan includes:

□Pre-requisites/Co-requisites (if needed). The course description gives this information.

□General Education Courses (IGETC, CSU, Minimum qualifications, campus specific)

□Major Courses (UC/CSU transfer students use ASSIST.org)

□Electives (if needed)

□90 or more units for Associate degrees or UC/CSU transfer (certificates will have fewer units)

♦ Make an appointment in the Counseling Center (SCS 2

nd

. floor) to have your Education Plan approved.

Screened by COUN/ADV: ______________________________________ Date ____________________________

Write out your complete Ed Plan starting with courses currently In-Progress (IP). Make copies if you need more than 8 quarters.

Example Quarter 1 Quarter 2

Quarter: Fall 14

Units

►

Quarter:

Units

►

Quarter:

Units

MATH 114

5

EWRT 211

5

5

Subtotal:

15

Subtotal:

Quarter 3 Quarter 4 Quarter 5

Quarter:

Units

►

Quarter:

Units

►

Quarter:

Units

Subtotal:

Quarter 6 Quarter 7 Quarter 8

Quarter:

Units

►

Quarter:

Units

►

Quarter:

Units

Subtotal:

Calculate your total units here

◊ Course Numbering:

Courses numbered 1-199 are applicable to the Associate Degree

Courses numbered 1- 99 are transferable to CSU

Courses numbered 1-49 are transferable to UC

Degree applicable or CSU or UC units completed: _______

Degree applicable or CSU or UC units in progress: _______

Degree applicable or CSU or UC units planned: _______

☺Total should be 90 or more units: _______

◊ Course numbering exceptions may apply.

☺

Under some circumstances UC campuses have maximum unit limits. Google: UC Maximum Transfer Credit Limitation Policy for details.

DE ANZA COLLEGE

Financial Aid Office

21250 Stevens Creek Blvd.

Cupertino, CA 95014

Financial Aid Counseling Referral Form

Date: _________________________________________________________________

Student Name: _________________________________________________________

Student Email: _________________________________________________________

Student ID#: ___________________________________________________________

Special Program: _______________________________________________________

Reason for referral to counseling:

 Appeal for One Additional Quarter of Financial Aid Probation

 Financial Aid Request for Extension

Required action:

 New Educational Plan