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Fullerton California online Form 1098: What You Should Know

If your information is incorrect, you will be contacted with corrected information. If your information is correct, your application is automatically processed. Your application will now be on hold while you complete a review process on your online application (in a few minutes), to ensure your eligibility and that your application is on hold. Cal State University, Fullerton is requiring all students seeking a refund of fees to have a copy of their 1098-T form sent. To ensure that your application is processed prior to processing your refund, please contact the CSU Student Financial Aid Office for assistance. Cal State Fullerton is requesting a refund of the application fee only if you have filed a “Reversal of Fee” at CSU. Cal State Fullerton is requesting the refund of the nonrefundable fee for the “Fees and Fees Allowed” checkbox on the online application.  Please do not fax an application with your refund request, as CSU does not maintain email contact records for 1099 applications filed on CSU's Electronic Application for University Services. You will be directed to the CSU site on your application to update your application.  CSU does not issue 1099 Tax Forms when you file a 1098-T on CSU. CSU will review your application and make a refund decision about 3 weeks from the due date. Please keep in mind, when submitting a 1098-T. Your 1098-T is an electronic document and not an actual paper document that will be sent to you. CSU does not issue a 1098-T if you do not provide the following items during the process or request a refund: Proof of residence. Proof of U.S. citizenship. Social Security Number/Number in possession (not expired). CSU will not provide a 1098-T if an applicant does not provide the necessary information. NOTE: All 1098-T forms, including the 1098-T with a “Reversal of Fee” provision, are for nonrefundable student fees. The original 1098-T has an extension of time to the original term of enrollment. If it is not possible to complete as a result of a “Reversal of Fee” provision, the new 1098-T with a “Reversal of Fee” provision will be issued for the last remaining term of enrollment.

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