California Institute of Technology

Caltech

Federal Direct PLUS Loan Application

New Direct PLUS Borrowers:

Follow the instructions below if you are applying for a federal direct PLUS loan for the first time.

1. Apply for a PIN. Register for a Department of Education Parent Pin, if you don't already have one. The Parent Pin is not the same as the Student Pin. Please keep your Pin in a safe place, as you will need to use it in future years.

2. Complete the online Master Promissory Note for Parent PLUS Loan. This will take about 30 minutes to do.

3. Submit the 2009-2010 Federal Direct PLUS Loan Request form to our office, by mail or by fax.  In order for us to process your loan, the borrower information must exactly match the information that was submitted on your Master Promissory Note.

Renewing Direct PLUS Borrowers:

Submit the 2009-2010 Federal Direct PLUS Loan Request form to our office, by mail or by fax.  In order for us to process your new loan, the borrower information must exactly match the information that was submitted on your original Master Promissory Note.

Federal Direct Stafford Loan Application

Complete the 2009-2010 Federal Direct Stafford Loan Request form.

Graduate Students

Complete the 2009-2010 Graduate Student Loan Application.

Free Application for Federal Student Aid [FAFSA]
File the 2009-2010 FAFSA and designate "California Institute of Technology" as the recipient by using our Federal Code Number 001131.

If you are an international student, the 2009-2010 FAFSA paper version must be completed and submitted to the Caltech Financial Aid Office. Please bring in or mail directly to: Financial Aid Office, MC 110-87, California Institute of Technology, Pasadena, CA 91125.

Student’s 2008 Federal Income Tax Return
If you filed a 2008 Federal income tax return, please submit a signed photocopy to our office, including photocopies of your W-2 and 1099 forms plus all schedules and attachments.  Submit all copies directly to: Financial Aid Office, MC 110-87, California Institute of Technology, Pasadena, CA 91125.

Student Certification of Non-Filing
If you did not file a federal income tax return, please complete the Student Certification of Non-Filing. Please attach copies of W-2 or 1099 forms (if applicable) to the Student Certification of Non-Filing.  Submit all forms directly to: Financial Aid Office, MC 110-87, California Institute of Technology, Pasadena, CA 91125.

Verification Worksheet
All students must complete and sign the 2009-2010 Verification Worksheet. Submit form directly to: Financial Aid Office, MC 110-87, California Institute of Technology, Pasadena, CA 91125.

2009-2010 CSS Business/Farm Supplement
If either you or your spouse is self-employed or owns a business/farm, please submit the 2009-2010 CSS Business/Farm Supplement. Submit form directly to: Financial Aid Office, MC 110-87, California Institute of Technology, Pasadena, CA 91125.

Rental/Lease Agreement
Submit a copy of your current Rental or Lease Agreement. Submit form directly to: Financial Aid Office, MC 110-87, California Institute of Technology, Pasadena, CA 91125.

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