Student Financial Agreement Activity Guide

This guide will walk you through navigating and completing your Student Financial Agreement Activity Guide located in your Student Center.

Located under your To Do List in the Titan Online Student Center, the activity guide assists you in providing important information.  Please review each section and provide any updates to complete the Student Financial Agreement Activity Guide.

Accessing the Student Financial Agreement Activity Guide

Step 1:

Navigate to to your Student Center

Step 2:

Click on the Student Financial Agreement link

Arrow pointing to Student Financial Agreement link

The page will refresh to the Introduction page

Read the introduction

Arrow pointing to Welcome message
Student Financial Agreement Activity Guide Sections
Addresses

You are only allowed to list two addresses: 

  • Home
  • Mail

Review the Addresses currently on file 

Step 1: (Optional)

If there are no changes, click the Click here if no changes button

Arrow pointing to Click here is no changes button

Edit Address(es)

Step 1: 

Click on the edit button

Arrow pointing to edit button

Step 2:

Edit as appropriate

Click the OK button

Highlight of Edit Address fields

Step 3:

The page will refresh to the Change Address screen 

Click on the Calendar icon to select a date you would like the change to take effect on

Arrow pointing to Calendar icon
Arrow pointing to Calendar

Step 4:

Click the Save button

Arrow pointing to Save button

Step 5:

Click OK

Save Confirmation message

Delete Address(es)

Step 1:

Click the delete button that coordinates with the address you want to delete

Arrow pointing to delete button

Step 2:

Click on the Calendar icon to select a date you would like the change to take effect on

Arrow pointing to Calendar icon

Step 3:

Click the Delete button

Arrow pointing to Delete button

Step 4:

Click the appropriate button:

  • Yes - Delete to complete the deletion OR
  • No - Do Not Delete to cancel the deletion
Delete Confirmation message

Add a New Address

Step 1:

Click the Add A New Address button

Arrow pointing to Add A New Address button

Step 2:

Enter the new address

Highlight of Edit Address fields

Step 3:

Click the OK button to continue

Arrow pointing to OK button

Step 4:

Indicate if the address is Home or Mail

Highlight of Address Types

Failure to indicate an Address Type will result in this pop-up

Click OK to continue and select address type

Address Type Association message

Step 5:

Click on the Calendar icon to select a date you would like the change to take effect on

Arrow pointing to Calendar icon

Step 6:

Click the Save button

Arrow pointing to Save button

Step 7:

Click the OK button to exit

Save Confirmation message
Phone Numbers

Review the information currently listed

Step 1: (Optional)

If there are no changes, click the Click here if no changes button

Arrow pointing to Click here is no changes button

Add a Phone Number

Step 1:

Click the Add a Phone Number button

Arrow pointing to Add a Phone Number button

Step 2:

Click on the Phone Type caret

Highlight of Phone Type drop-down caret

Step 3:

Select the appropriate option

Arrow pointing to Phone Types

Step 4:

Enter the Telephone number

Arrow pointing to Telephone number field

Step 5: (Optional)

Enter the Ext and Country if appropriate

Arrow pointing to Extension and Country fields

Step 6: (Optional)

Check the box if it is the Preferred number

Arrow pointing to Preferred checkbox

Step 7:

Click the Save button

Arrow pointing to Save button

Edit Mobile Phone Number

Step 1:

Click on the Update Mobile Phone link

Arrow pointing to Update Mobile Phone link

Delete a Phone Number

Step 1:

Click the Trash Can icon

Arrow pointing to Trash Can icon

Step 2:

Click the appropriate button:

  • Yes - Delete to complete the deletion OR
  • No - Do Not Delete to cancel the deletion
Delete Confirmation message
Email Addresses

You can only have 2 emails listed:

  • Home
  • Student Personalized Email

Review the information currently listed

Step 1: (Optional)

If there are no changes, click the Click here if no changes button

Arrow pointing to Click here if no changes button

Delete an Email Address

Step 1:

Click on the Trash Can icon

Arrow pointing to Trash Can icon

Step 2:

Click the appropriate button:

  • Yes - Delete to complete the deletion OR
  • No - Do Not Delete to cancel the deletion
Delete Confirmation message

Add an Email Address

Step 1:

Click the Add an Email Address button

Arrow pointing to Add an Email Address button

Step 2:

Click the Email Type caret

Arrow pointing to Email Type drop-down caret

Step 3:

Select Home or Student Personalized Email as appropriate

Step 4:

Enter an email address

Highlight of Email Address field

Step 5:

Click the Save button

Arrow pointing to Save button

A message showing the Save was successful will show

Click OK

Save Confirmation message
Emergency Contacts

Review the information currently listed

Step 1: (Optional)

If there are no changes, click the Click here if no changes button

Arrow pointing to Click here is no changes button

Add an Emergency Contact

Step 1:

Click the Add an Emergency Contact button

Arrow pointing to Add an Emergency Contact

Step 2:

Enter the Contact Name

Highlight of Contact Name field

Step 3:

Click the Relationship drop-down caret

Arrow pointing to Relationship drop-down caret

Step 4:

Select the appropriate relationship

Relationship drop-down options

Step 5:

If the Contact's Address is the same address as you, check the box

Arrow pointing to Same Address as Individual checkbox

Step 6:

To add / edit the address, click the Edit Address link

Arrow pointing to Edit Address link

Step 7:

Click the Address Type caret

Select appropriate Address Type

Highlight of Address Type options

Step 8:

If the Contact's Phone Number is the same as you, check the box

Arrow pointing to Same Phone as Individual checkbox

If not, enter the Phone number 

Arrow pointing to Phone field

Enter the Extension and Country Code if appropriate

Arrow pointing to Extension and Country Code fields

Step 9:(Optional)

Click on the Add a Phone Numbebutton

Arrow pointing to Add a Phone Number button

Step 10: (Optional)

Click on the Phone Type drop-down caret

Arrow pointing to Phone Type drop-down caret

Step 11: (Optional)

Select the appropriate Phone Type 

Arrow pointing to Phone Type options

Step 12: (Optional)

Enter the phone number

Arrow pointing to Phone Number field

Step 13: (Optional)

Enter the Extension and Country Code if appropriate

Arrow pointing to Extension and Country Code fields

Step 14:

Click the Save button

Arrow pointing to Save button

The screen will refresh to show that the Save was successful

Save confirmation message
Direct Deposit

Review the information currently listed

Step 1: (Optional)

If there are no changes, click the Click here if no changes button

Arrow pointing to Click here is no changes button

Enroll in Direct Deposit

Step 1:

Select the type of Account

Arrow pointing to Check and Savings options

Step 2:

Enter the Routing number

Arrow pointing to Routing Number field

Click on the What are my Routing and Account Numbers? link for assistance in locating the numbers

Step 3:

Enter the Account Number in the Account Number field and re-enter it in the Confirm Account Number field

Arrow pointing to Account Number and Confirm Account Number fields

Step 4:

Read the Terms and Conditions

Arrow pointing to Terms and Conditions

Step 5:

Check the box to acknowledge the Terms and Conditions agreement

Arrow pointing to acknowledgement checkbox

Step 6:

Click the Submit button

Arrow pointing to Submit button
Authorize to Release

View the following guide for instructions and information on Authorizing a Release of information / records: Authorization to Release Records

Financial Agreement

Step 1:

Use the scroll bar to read through the CSUF Financial Responsibility Agreement

Arrow pointing to scroll bar

Step 2:

Check the box to acknowledge consent

Arrow pointing to consent checkbox

Step 3:

Click the Save button

Arrow pointing to Save button
Complete Task

Before you click finish, make sure you have completed each of the previous sections

Step 1:

Click the Finish button

Arrow pointing to Finish button

Step 2:

Click the Exit button

Arrow pointing to Exit button
Making Changes After You Finish

After you click the Finish button in the Complete Task section, you will not be able to go back and make adjustments as the link will no longer be available in the Activity To Do section

Arrow pointing to To Do List section

To make any adjustments, you will need to go to the appropriate section in your Student Center:

  1. Address
  2. Phone Numbers
  3. Email Addresses
  4. Emergency Contacts
  5. Direct Deposit
  6. Authorize to Release
Highlight of coordinating sections in Student Center