1. “Financial Aid” at the David Geffen School of Medicine at UCLA Gloria Pinedo Director Office of Financial Aid and Scholarships

2. Financial Aid and Scholarships
Before We Get Started…
Office Location: West, CHS
Office Number:
Website:
Go to
Financial Aid and Scholarships

3. Your Counselors: Vanessa Ornelas 310-794-5476 vornelas@mednet.ucla.edu
1st and 2nd Year Students
Vanessa Ornelas
Patrick Julian
3rd and 4th Year Students

4. Financial Aid Application
DGSOM Financial Aid Application
Entering Students – No Deadlines
Continuing Students – deadlines in March / April
Access FA Application on our website:
Click on Financial Aid and Scholarships and
Application Process
Application Options:
Option A - SOM Scholarship / Loans, and Federal Direct Loans
Option B - Direct Loans Only

5. Need Analysis and Awarding
How financial need is calculated:
Nationally standardized formulas
For more information go to our website: - Financial Aid and Scholarships
And click on the Application Process and
How we award financial aid* (order of awarding):
Gift aid (if eligible)
Campus based loans (if eligible)
Direct Unsubsidized
Grad PLUS
*Total package of aid cannot exceed the Financial Aid Budget
Understanding Need Analysis

6. MyUCLA www.my.ucla.edu Finances and Jobs
Sign in to MyUCLA and select to access:
Document Tracking
To check the status of your Financial Aid Application
Missing forms can be downloaded
EFAN- Electronic Financial Aid Notification
Once you’ve been awarded, you’ll receive an automated to alert you that one is ready
Includes all aid awarded to you for the academic year
Accept, reduce, or decline each award, and electronically sign
Each time your award package changes, a revised eFAN is available
Finances and Jobs

7. Your Loans Will Not Disburse Until You:
Complete your Direct Loan Master Promissory Note (MPN) at
If you’ve been awarded Grad PLUS, you’ll need to complete an additional MPN for Grad PLUS
Complete online the Graduate/Professional Debt Management Session (DMS)at:

8. Campus-Based Loan Promissory Note
Perkins Loan Promissory Note and Documentation
Can be completed on line at
You’ll receive an from Student Loans Services when the Prom Note is ready to be e-signed.
Problems, call Student Loans Services at (310)
University Loan Promissory Note and Paperwork
Mailed to you from Student Loan Services (SLS)
Complete and sign all paperwork
Co-signer’s signature needs to be notarized*
Return in envelope to SLS or FAO ( West CHS)
* Campus Notaries:

9. Financial Aid Disburses…
Into your UCLA Bruinbill account:
Each semester (fall and spring)
To automatically pay tuition and fees (including Ashe Center fees)
You can view your Bruinbill on MyUCLA at
Check your Bruinbill Account each month
Charges are due the 20th of the following month
If a charge is posted after aid has disbursed, pay the bill on-line to avoid a $20 late fee

10. Financial Aid Refund…
Left over aid after tuition and fees (and other debts on Bruinbill) are paid in full
Used to pay for rent (Weyburn), food, books, computer, etc.
BruinDirect deposits your refund into your personal bank account
Set up BruinDirect on-line via your Bruinbill
If not set up in time, refund is a check mailed to your current mailing address
Update your address on MyUCLA (for DGSOM and UCLA)

11. Standard Student Financial Aid Budget
On our website under “Student Budget / Cost of Attendance”
The maximum amount of aid awarded (annual limit)
Includes education and living costs for the student only, not for spouse or dependents 
Covers costs incurred during the enrollment period only
Developed each year using:
Set costs - such as tuition, fees, books, parking, Hep B vaccines…
Cost averages - derived from student surveys and cost analyses for rent , utilities, food, clothing, etc.

12. 1st Year Financial Aid Budget – Off Campus
If a student is awarded up to the budget of $65,520. $ 66,520 Budget - 36,402 (tuition & fees) - 4,878 (books & supplies) $ 25,240 / 10 months = $2,524 per month for living expenses
*Add $12,245 if charged non-resident tuition
** Weyburn / Off-campus room & board includes $1, monthly rent and utilities
*** 1st year includes $3,000 computer allowance.

13. If Your Financial Aid Is Not Enough
Request an allowable increase to the Student Budget
Medical/Dental expenses not covered by insurance
Childcare expenses when the other parent works
Add-ons to the budget are covered by loan
Appeal in writing for reevaluation of your financial need
For additional scholarship funding to reduce borrowing
If your spouse or parents’ income, assets or household have changed since applying for aid

14. Maintaining Eligibility
To continue receiving financial aid and to maintain eligibility, you must:
Reapply annually and meet application deadlines.
Not be in default on federal student loans, and not owe a refund on any state or federal educational grant.
Be enrolled in at least half-time status (DGSOM students are considered full-time).
Maintain Satisfactory Academic Progress (SAP)
Pass all coursework / exams and progress to the next year (qualitative measure).
Complete your program within the normative time frame (quantitative measure).

15. Maintaining Eligibility (continued)
If you go on leave during the school year, you may be billed for “unearned” financial aid
This is a federal regulation called Return to Title IV (R2T4).
If you fail to make SAP:
Your aid is suspended until you’ve:
Remediated and are back on track to complete the degree.
Or appeal the suspension to receive aid during probation.
During suspension or if the appeal is denied, you are ineligible for all federal and University aid but may apply for Private Loan Funds.
*View both our SAP and R2T4 Policies on our website under “Maintaining Eligibility”

16. Research and Apply for Outside Scholarships
An outside scholarship replaces loan (within your financial aid package) and reduces borrowing
Look at “Pennies From Heaven” on our website (our compilation of outside agencies)
Watch for s from Patrick about outside scholarship opportunities
Search the web for free scholarship information

17. Advance Against Financial Aid Related Expenses AKA Emergency Loan (E-Loan)
Advance against your financial aid until it disburses
Available on a case-by-case basis, 1 week before financial aid disburses for the term or if aid is delayed
For up to $2,000
Must make the request in-person at the FAO

18. In-School Student Loan Deferment
Postpones repayment on past Stafford/Direct, Perkins, PLUS loans
Requires that you’re enrolled / attending med school
Defers repayment, and interest does not accrue on “sub” loans
May apply to your university and/or private loans

19. In-School Student Loan Deferment (continued)
How to request a deferment:
Print a deferment form
Complete your portion and submit to the Financial Aid Office: West CHS
We’ll review, certify, and sign/stamp your request
We can FAX it to the loan servicer (or you may mail it)
Automatic deferment via the “Clearinghouse”
UCLA updates DOE/servicers quarterly when fees are paid in full
When in doubt, call your loan servicer to verify deferment status

20. Establishing CA Residency For Tuition Purposes
Tuition / fees are assessed each year by UCLA Registrar
View current and archived DGSOM T&F (breakdown) at
For those assessed NR Tuition
Establish CA residency during your first year to avoid NR tuition the following year.
UCLA Campus Residence Deputy (UCLA Registrars Office)
1113 Murphy Hall – Monday thru Friday, 9 AM to 4 PM (PST)

21. Welcome to DGSOM
Take a look at the AAMC’s Education Debt Manager for Entering Medical Students
Go to and
Type in Education Debt Manager in the “search” field
Download the PDF version
Important for new and continuing student loan borrowers!
Feel free to stop by anytime!
Questions?