Continuing Student Checklist

This information applies to continuing JD students only for the 2017-18 academic year. Entering 1L or transfer J.D. students should use the Entering Student Checklist. LL.M and J.S.D students should refer to the Checklist for LL.M./J.S.D. Students 

 

October-April

  • Renew your FAFSA
    • Beginning in 2017-18, the FAFSA can be submitted as early as October 2016. That said, UC Berkeley will not be downloading FAFSAs for 2017-18 until early spring 2017.
    • There is no hard deadline to submit the FAFSA. Please check with us regarding specific questions about deadlines.
    • Be certain to list “UC Berkeley” and include our school code: #001312
    • The FAFSA is required to be offered federal student loans. It also provides us with financial information that may be used in determining eligibility for need-based scholarships on the continuing student scholarship application. All U.S. citizens and eligible non-citizens who apply are typically offered loans up to the Cost of Attendance.
    • Complete parent information on the FAFSA if you are under the age of 30 and are interested in need-based scholarships (see above).
  • Start researching University of California  and outside agency scholarships

 

May

  • Check your financial aid offer through CalCentral
    • Please note that your financial aid offer is not available until mid-May and may not show a complete offer if any part of your application is missing.
    • If Berkeley has received your FAFSA you should be able to view this on CalCentral one week after receiving a confirmation email from Federal Student Aid.
    • You must accept Terms and Conditions on CalCentral before being able to view any tasks and view awards.
  • Non-Residents of California should submit the Statement of Legal Residence (SLR) typically by June 1st to establish residence for the following year. It is important that this be done early as processing can take up to several months. If you are currently a non-resident, you will be held responsible for paying non-resident fees until processing is complete. This will impact your bill and your financial aid refund, if eligible.
  • Review your financial budget from the prior year
    • Determine if you need to borrow loans to cover your educational expenses for the upcoming year. Click here for federal loan eligibility criteria
    • If borrowing loans, revisit your loan repayment options and estimate your monthly payments when you graduate with repayment calculators
    • Read about how to fund your legal education and create a budget, and manage your finances
    • If using financial aid to cover indirect expenses like books, rent, and travel, remember that the earliest financial aid refunds will be available is the first week of classes for the fall semester, and the first week of classes for the spring semester. We are not able to release financial aid refunds earlier than these time frames, so budget accordingly for your travel/book expenses prior to the term, as well as your winter break expenses.
  • If you haven’t already, we encourage you to sign up for Electronic Funds Transfer (EFT) to get your refund
  • Submit the Continuing Student Scholarship application
    • Availability and deadlines are communicated on the Berkeley Law Financial Aid website and through email.
  • Apply for private outside agency scholarships

 

June/July

  • Accept any loans you wish to borrow 
    • On CalCentral, you will be able to indicate how much you want to accept. Please note that federal student loans are divided evenly between the fall and spring semesters and paid out on a semester basis. Not sure how much you need? Visit our FAQ page.
    • Be sure to consider the origination fees (processing fee) for federal loans in your calculations.
    • Processing of the Graduate PLUS Loan, including the credit check, occurs in late summer. If not approved for this loan due to adverse credit history, you have the option of seeking an endorser.
    • We encourage you to accept the smallest amount of loans needed for the year. You can accept less than the offered amount, which is your maximum current eligibility. If you accept less than the maximum amount offered to you, you have until the end of the term to accept additional amounts of the loan. We are available to assist you in determining the appropriate amount of loan to borrow. Visit our FAQ page for more information.
  • Make sure you’ve created a financial budget (see above)
    • Financial aid is paid out on a term basis directly to your fees bill, typically a week prior to the start of the term. After financial aid applies to your tuition, fees, and university charges, if there are funds leftover, you may receive funds to use for indirect expenses like books, rent, and travel. This is called a refund.
    • The earliest financial aid refunds will be available is the first week of classes of each semester. Make sure you’ve budgeted for your summer and winter break expenses accordingly.
  • Complete Entrance Counseling and Master Promissory Note(s) if borrowing the Federal Direct Unsubsidized Stafford or Graduate PLUS Loans
    • Only required if you haven’t already borrowed these loans in a previous year at Berkeley Law.
    • Must be completed online at studentloans.gov before the loans can disburse and pay towards your bill or be refunded to you.
    • Entrance counseling only needs to be completed once for both the Unsubsidized and Graduate PLUS Loans. On the other hand, Master Promissory Notes must be completed for each loan type.
    • Allow 1-2 weeks for processing
  • Notify the Law financial aid office if you will be using a private educational loan to cover your expenses
    • Most lenders require the school to certify the loan.
    • Allow 4-6 weeks for processing.
  • Make sure to complete all financial aid tasks on CalCentral. Not sure where to find your task list? Visit our FAQ page.
  • Sign up for EFT to get your refund
    • Avoid waiting in long lines and delays in getting your refund at the beginning of the semester by signing up for electronic funds transfer, i.e. direct deposit
  • Determine if you will be waiving SHIP and submit waiver by July 15th (for entering graduate students only, deadline is August 31st)

    • This fee will otherwise be automatically assessed and be part of your semester fees bill
  • Continue to apply for outside agency scholarships
  • Report private outside agency scholarships on CalCentral (to become available in late summer 2016)
    • It’s important to do this early because your financial aid, typically the Graduate PLUS Loan, may be reduced to ensure that the amount of your financial aid resources doesn’t exceed your Cost of Attendance. More information about how and where to mail scholarship checks can be found here.
    • If unable to report private scholarships on CalCentral, email us to notify us of your award and to discuss impacts to your financial aid

 

August

  • Check your bill and refund status on CalCentral
    • Official billing statements for the fall semester will be available online through CalCentral in late July. Don’t worry when you don’t see financial aid on this bill. However, make sure you’ve completed all of your tasks on CalCentral and don’t have any holds.
    • After you’re enrolled in classes, accepted financial aid will disburse directly to your fees bill in mid-August.
    • Make sure your tuition and fees are paid by the fall semester deadline in mid-August (official bill due dates are available on this webpage annually.)
    • Remember, financial aid refunds are only available as early as the first week of instruction for both the fall and spring semesters. Make sure you’ve budgeted for your winter break expenses accordingly.
    • Be sure to sign up for EFT if you haven’t already to get your refund as early as possible.
  • If you have not completed your financial aid requirements or will be paying out of pocket, consider enrolling in the Tuition and Fee Payment Plan (FPP) to avoid late fees and impacts on enrollment.

 

Questions? Visit our FAQ page or Contact Us!