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Current Undergraduate Student Checklist for Summer 2017

Application Information

  1. The 2016-17 Free Application for Federal Student Aid (FAFSA) must be submitted by June 30, 2017 using your 2015 Federal Income Tax Return information.
  2. Review the cost information for the 2017 Summer Session(s).
  3. Schedule all the courses you intend to take during Summer Session(s).
  4. Monitor your Award Summary on LionPATH in late April for notification of summer eligibility.

Federal Pell Grant

The Office of Student Aid will automatically determine your eligibility for a summer Pell Grant. If you are eligible, your grant will appear on your Award Summary on LionPATH and as a credit on your summer tuition bill.

Students who are eligible for a Pell Grant will be awarded for the summer any remaining eligibility that was not used during the Fall 2016 and/or Spring 2017 semesters. 

Federal Work-Study (FWS)

To be eligible for Federal Work-Study, continuing students will need to be enrolled in a minimum of 6 credits and had work-study during the Fall 2016 and/or Spring 2017 semesters. 

Pennsylvania State Grant (Pennsylvania residents)

If you wish to apply for the summer PA State grant (summer 2017 only), you must complete the Summer PA State Grant application available on the PHEAA website by August 15, 2017.

Please note that summer PA State grants will be credited to eligible student accounts at the end of July. Students will not receive this funding at the beginning of the summer session(s) so all students must plan accordingly. The Office of Student Aid is responsible for reviewing all preliminarily eligible Summer PA State Grant recipients to ensure they meet all of the summer PA State Grant Agency basic requirements (enrolled at least half-time, academic progress review, repeated coursework review, 5 week enrollment requirement review, taking 50% or more of summer classwork in the classroom). Therefore, it is possible the PA State Grant Agency will preliminarily approve a student's summer PA State Grant application prior to the school's PA State Grant requirement check.

Eligible students only receive 8 total semesters of the Pennsylvania State Grant throughout their academic career. Using the grant during the summer semester can take away potential fall or spring eligibility later.

Apply for the Summer PA State grant at the PHEAA summer application website.   

Graduating seniors: If you are graduating or are in your next-to-last semester, enrolled for 9 to 11 credits, and receiving the PA State Grant, you may be eligible for a full-time grant.

This exception to full-time enrollment is intended to permit continued eligibility for students who normally enroll full-time, but only need to complete 9 to 11 credits during one of the terms of their final year of study.

If you would like to be considered for this PA State Grant exception, please complete the PA State Grant 9-11 Form (Summer).

Federal Direct Loans


You may be eligible for the Federal Direct Subsidized/Unsubsidized Loan if you have not received the maximum amount of Federal Direct Loan eligibility during the previous fall and spring semesters, or have increased in grade level (i.e. freshman to sophomore). Most students use their annual limit of Federal Direct Loan eligibility during the fall and spring semesters of the academic year.

You will be awarded once you become enrolled at least half time (6 credits). Borrowers will need to accept the Direct Loan in LionPATH under the Finances section by clicking on "Accept/Decline Awards". Once you choose an aid year, you can update totals, click on the loans that you wish to accept, and hit submit.

If you are a first-time borrower, in addition to accepting your loans in LionPATH, you will also have to go to, sign in using your FSA ID, and complete the following requirements:

  • Choose Complete Entrance Counseling and then select "I am an undergraduate student." Continue until you receive a confirmation that you successfully completed Entrance Counseling. You can choose to view and download your completed Counseling Verification Page from the confirmation page. If you selected Penn State in the School and Loan Information section, our office will be notified electronically that you completed Entrance Counseling, typically within three business days.
  • Choose Complete Master Promissory Note (MPN) and then click on "Subsidized/Unsubsidized." Continue until you receive a confirmation that you successfully completed the MPN. Our office will be notified electronically that you completed your MPN, typically within three business days.

If you experience technical problems completing Entrance Counseling or e-signing your MPN, contact the U.S. Department of Education’s Student Loan Support Center at 800-557-7394.

Federal Direct Parent PLUS Loan

If you no longer have eligibility for subsidized/unsubsidized loan in the summer or need additional funding and are enrolled at least half time, your parent(s) may want to consider a Federal Direct Parent PLUS Loan.  For further information on the PLUS and how to apply you can visit the Parent PLUS loan page.

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    Additional financing options

    Private Alternative Loans

    If you are an independent student, ineligible for federal or state student financial aid, or have remaining financial need, you may apply for alternative student loans through private lenders. Dependent students typically need a creditworthy cosigner on their loan application.

    The maximum private alternative loan available is your cost of attendance less all other student financial aid listed on your Award Summary on LionPATH for Summer Session(s).

    The loan term for a summer private alternative loan runs from May to August 2017.


    If your financial aid exceeds your total charges, you may receive a refund. Summer refunds will be generated on June 28. We encourage students to sign up for e-refund on LionPATH to expedite the refund process.










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