Financial Aid Checklist

Complete the FAFSA

Complete any outstanding financial aid requirements

Review your Offer of Financial Assistance

Check your SPU emails regularly

Set up Direct Deposit

Authorize others to access your account

Add payer(s): If you would like to grant access for another person to view your monthly statements or make payments, you will need to authorize an online payer.

  • Banner Student Menu > Student Account Menu > View Invoices and Pay Online > Authorized Payers (left-hand menu)

Student loan information

Student loans, parent loans, and work-study may be awarded as part of your financial aid offer. To receive loans or work-study, additional steps are required.

Federal Direct Student Loans

If you would like to accept the student loans awarded to you, you must complete these requirements. These are only required once; if you completed them previously you do not have to complete them again.

Complete these steps and learn more at:

If you decide not to accept a loan, you can cancel the loan by completing a Loan Cancellation Form at:

Additional loan options

Alternative (private) loans are available.

For more information, visit:

Parent PLUS Loans

If you were awarded a Parent PLUS pre-award and your parent would like to accept this loan, the following steps must be completed before the loan can be disbursed:

Complete these steps and learn more at:


Student account and payment information

Access student account

Here is how to access your student account. If you would like to grant account access to another person, complete the FERPA instructions on the front side of this checklist.

  • Banner Student Menu > Student Account Menu > View and Pay Invoices Online

Payment plans

SPU offers several flexible payment plans and options to fit your needs. These plans will help you budget so you can manage your college payments on a monthly or quarterly basis.

For more information, visit:

Other payment information

For payment options, due dates, payment plan options, and step-by-step instructions, visit:


Contact Student Financial Services with questions:
206-281-2061 | sfs-info@36837a.com


Questions? We are here to help!

Email us at sfs-info@36837a.com
206-281-2061
800-737-8826 toll free