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GGU ID:
Last Name:
Financial Aid Budgeting Worksheet
for Upper Division Students
First Name:
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Monthly Budget/Expenses
(Indirect Expenses)
Not all expense categories listed, such as vehicle maintenance and credit card payments, are considered academic expenses thus are not calculated
into the allowed cost of attendance for financial aid purposes. Non-academic expenses may need to be covered by outside resources.
Room/Board/Transportation
Personal/Miscellaneous
Other Monthly Expenses
Mortgage/Rent Doctor Visits
Car Payment/Insurance
Utilities Prescriptions
Car Repair
Telephone Other
Gas
Internet Laundrey/Cleaning
Student Loan Payments
Groceries Drug Store Items
Dependent Care
Eating Out Clothing
Credit Card Payments
BART/Bus Pass Gym Membership
Emergencies
Other Entertainment Other
Total Monthly Budget
Amount allocated by school = $2,850
Summer
2019
Fall
2019
Spring
2020
Direct Expenses
# units # units # units
Tuition (estimated)
Fees (estimated)
Books / Supplies
Health Insurance
Monthly Budget*
Total Expenses
Resources/Self Contribution
GGU Scholarships
Outside Scholarships
VA Benefits
FWS Wages
Perkins Loan
Other
Total Resources
Other resources to consider include contributions from spouse/family/friends, government
benefits, and investment income/savings.
Total Expenses - Resources = Estimated Loans Needed
Stafford Loan
Additional Loan **
E stimated Loans Needed
*PLEASE NOTE:
This worksheet calculates your
need based on a 12 month budget.
However, depending on your
enrollment plans, you will likely
only receive 9 to 11 months of
living expenses included in your
financial aid. We encourage students
to consider thei r monthly expenses
compared to their available financial
aid. If financial aid will not cov er all
expenses, we encourage stud ents to
consider ways to reduce their budget,
such as cutting back on non-essential
items and paying off credit
card/former student loan debt prior to
the start of classes.
** Loan amounts listed r epresent the
amount required to cover unmet
expenses and in clude estimated loan
fees.Your actual loan fees may vary
based on the loan te rm start date.
Loan amounts calculated by this
worksheet do not im ply loan eligibility.
Please consult your award letter for
your total loan eligibility.
Likewise,students are no t required to
accept loan amounts listed here.
$0.00
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Additional Loan Eligibility Request Form
For Continuing Students 2019-2020
Student name: _________________________________________________________ GGU ID: _______________________
First name Last name
To secure your additional loan eligibility, first you will need to decide between a Federal PLUS or a Private loan. Basic information
about both loans is available on page 8 of the Financial Aid Information for Continuing Students. Second, complete this form
(both front and back) indicating the loan amount you are requesting and your monthly budget. Finally, submit the form to our office
via email, fax or hard copy.
Please choose one of the following options:
No additional
loans
Federal PLUS loan Private loan
If you do not wish to
accept your
additional loan
eligibility, you only
need to submit page
1. You do not need to
submit the budget
worksheet on page 2.
I would like to receive a PLUS loan to meet
my additional loan eligibility. I have completed
the following steps:
Completed loan entrance counseling at
www.studentloans.gov
(if not already on
file).
Completed the Master Promissory Note
(MPN) at www.studentloans.gov
(if
already on file).
Please certify my PLUS loan as follows (you
can view your eligibility on GGU4YOU). I
understand that by requesting a PLUS loan, I
am authorizing the DOE to run a credit check
for final loan approval. Specific credit
information is not released to the FAO.
Indicate the exact dollar amount you want for
each semester. If you do not wish to receive
the loan for a specific semester, indicate “0”.
Summer: $______________
Fall: $______________
Spring: $______________
Note: Certification of additional loan eligibility more
than 90 days after your original application may
result in an additional credit check and is subject to
credit approval by DOE.
I would like to receive a private loan to meet
my additional loan eligibility. I have completed
the following steps:
I have applied for and have been approved
for a private loan with my lender.
I have completed all necessary steps as
advised by my lender, including a
promissory note, self-certification, and loan
disclosure agreement.
My private lender is:
________________________________
Please certify my private loan as follows (you
can view your additional loan eligibility on
GGU4YOU). Indicate the exact dollar amount
you want for each semester. If you do not wish
to receive the loan for a specific semester,
indicate “0”.
Summer: $______________
Fall: $______________
Spring: $______________
Note: After your lender receives school certification,
they must wait at least 10 days before they are
allowed to release the loan funds to us.
Funds requested/approved on this form are included in the total financial aid credited to your billing account, but are NOT
synonymous with your financial aid refund/living expense allowance. Please subtract your estimated GGU charges from your total
financial aid requested. Please note that the amounts requested here may not exceed your additional loan eligibility as listed on your
award letter.
______________________________________________________________________ _________________________
Student Email Address on File with Registrar on GGU4YOU Date
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