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.
Step 1:
Navigate to to your Student Center
Step 2:
Click on the Student Financial Agreement link
The page will refresh to the Introduction page
Read the introduction
The following shows the various buttons and icons in the Student Financial Agreement Activity Guide
Exiting
To exit the activity, click the Exit button
Anytime you exit, a reminder will pop-up informing you that only completed sections will be saved
Click Ok or Cancel as appropriate
Exit Notes:
- Clicking Exit will leave the activity guide but will not remove the Student Financial Agreement Activity To Do List Item.
- If you exit before completing all the sections, the To Do List Item remains and you will need to return to the activity to finish all the sections.
- The To Do List item will not be removed until you finish all the sections and click Finish on the last page then Exit.
Progress Bar
For an at-a-glance view of your progress, you can refer to the Task Progress bar
Task Details Pagelet Settings
To have the different sections not show, click on the Task Details caret
Select Minimize
The Task Details will not show
To have the different sections show again, click the Task Details caret
Select Expand
Student Task Work Center
Another way of hiding the different sections is to hide the side panel
Click the Student Task Work Center caret to collapse side panel
Click on the Student Task Work Center caret again to expand side panel
Legend
Click on the Legend link to see Activity Guide Status Icons
Next Section
The Next button will become available when:
- You complete a section
- Click the Click here is no changes button
Click the Next button to proceed to the next section
Reviewing
To review previous sections, you can click the Previous button
OR click on any of the sections
You are only allowed to list two addresses:
- Home
Review the Addresses currently on file
Step 1: (Optional)
If there are no changes, click the Click here if no changes button
Edit Address(es)
Step 1:
Click on the edit button
Step 2:
Edit as appropriate
Click the OK button
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
Step 4:
Click the Save button
Step 5:
Click OK
Delete Address(es)
Step 1:
Click the delete button that coordinates with the address you want to delete
Step 2:
Click on the Calendar icon to select a date you would like the change to take effect on
Step 3:
Click the Delete button
Step 4:
Click the appropriate button:
- Yes - Delete to complete the deletion OR
- No - Do Not Delete to cancel the deletion
Add a New Address
Step 1:
Click the Add A New Address button
Step 2:
Enter the new address
Step 3:
Click the OK button to continue
Step 4:
Indicate if the address is Home or Mail
Failure to indicate an Address Type will result in this pop-up
Click OK to continue and select address type
Step 5:
Click on the Calendar icon to select a date you would like the change to take effect on
Step 6:
Click the Save button
Step 7:
Click the OK button to exit
Review the information currently listed
Step 1: (Optional)
If there are no changes, click the Click here if no changes button
Add a Phone Number
Step 1:
Click the Add a Phone Number button
Step 2:
Click on the Phone Type caret
Step 3:
Select the appropriate option
Step 4:
Enter the Telephone number
Step 5: (Optional)
Enter the Ext and Country if appropriate
Step 6: (Optional)
Check the box if it is the Preferred number
Step 7:
Click the Save button
Edit Mobile Phone Number
Step 1:
Click on the Update Mobile Phone link
Delete a Phone Number
Step 1:
Click the Trash Can icon
Step 2:
Click the appropriate button:
- Yes - Delete to complete the deletion OR
- No - Do Not Delete to cancel the deletion
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
Delete an Email Address
Step 1:
Click on the Trash Can icon
Step 2:
Click the appropriate button:
- Yes - Delete to complete the deletion OR
- No - Do Not Delete to cancel the deletion
Add an Email Address
Step 1:
Click the Add an Email Address button
Step 2:
Click the Email Type caret
Step 3:
Select Home or Student Personalized Email as appropriate
Step 4:
Enter an email address
Step 5:
Click the Save button
A message showing the Save was successful will show
Click OK
Review the information currently listed
Step 1: (Optional)
If there are no changes, click the Click here if no changes button
Add an Emergency Contact
Step 1:
Click the Add an Emergency Contact button
Step 2:
Enter the Contact Name
Step 3:
Click the Relationship drop-down caret
Step 4:
Select the appropriate relationship
Step 5:
If the Contact's Address is the same address as you, check the box
Step 6:
To add / edit the address, click the Edit Address link
Step 7:
Click the Address Type caret
Select appropriate Address Type
Step 8:
If the Contact's Phone Number is the same as you, check the box
If not, enter the Phone number
Enter the Extension and Country Code if appropriate
Step 9:(Optional)
Click on the Add a Phone Number button
Step 10: (Optional)
Click on the Phone Type drop-down caret
Step 11: (Optional)
Select the appropriate Phone Type
Step 12: (Optional)
Enter the phone number
Step 13: (Optional)
Enter the Extension and Country Code if appropriate
Step 14:
Click the Save button
The screen will refresh to show that the Save was successful
Review the information currently listed
Step 1: (Optional)
If there are no changes, click the Click here if no changes button
Enroll in Direct Deposit
Step 1:
Select the type of Account
Step 2:
Enter the Routing number
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
Step 4:
Read the Terms and Conditions
Step 5:
Check the box to acknowledge the Terms and Conditions agreement
Step 6:
Click the Submit button
View the following guide for instructions and information on Authorizing a Release of information / records: Authorization to Release Records
Step 1:
Use the scroll bar to read through the CSUF Financial Responsibility Agreement
Step 2:
Check the box to acknowledge consent
Step 3:
Click the Save button
Before you click finish, make sure you have completed each of the previous sections
Step 1:
Click the Finish button
Step 2:
Click the Exit button
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
To make any adjustments, you will need to go to the appropriate section in your Student Center:
- Address
- Phone Numbers
- Email Addresses
- Emergency Contacts
- Direct Deposit
- Authorize to Release
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