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Financial Aid Checklist

Whether you are coming to UC Berkeley for the first time or are preparing for a new school year, it is important to make sure you are completing the necessary steps to pay for your education. Use this checklist to guide you through the financial aid process—from applying for aid, to reviewing your awards, to completing loan requirements, and more—to make sure you don't miss any opportunities for financial aid.

Apply for financial aid by completing a Free Application for Federal Student Aid (FAFSA) or a California Dream Act Application

Apply for a Cal Grant (California residents only)

Apply for outside scholarships 

Use our online tools to estimate your aid, build a budget, and manage your expenses

Monitor My Finances in CalCentral regularly:

Review your Communications and Tasks for missing information

Review and accept your financial aid awards, including work-study

Review information like your Expected Family Contribution (EFC) and Satisfactory Academic Progress status

Ensure your budget is accurately reflected

Delegate access and review the privacy information provided

Report if you have other resources and report your outside scholarships

Borrowing Federal Student Loans? Complete your loan requirements to be eligible for disbursement

Review the work-study information, accept your work-study award and begin your successful job search

Monitor your aid payments and refunds and student account regularly