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Forms & ResourcesCSUSB 2026

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The document is a Trust Fund Information Fact Sheet for California State University San Bernardino, outlining the process for establishing or revising a trust fund. It includes instructions for completing a form that requires details such as the fund name, source and use of funds, fee amount, duration, and necessary approvals from department and division officials.

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Click ‘Get Form’ to open it in the editor.
Begin by selecting whether this is a new request or a revision. Check the appropriate box for 'New' or 'Revision'.
Enter the name of the fund in the designated field, ensuring it does not exceed 30 characters.
Provide your 5-digit department ID in the corresponding section.
Briefly describe the source of funds, detailing where they are coming from, and attach any necessary documents for additional information.
Specify how the funds will be used, including any specifics that deviate from routine expenditures.
Indicate the amount of fee to be collected or write 'N/A' if no specific fee has been established.
State the anticipated duration of the trust fund; if unknown, write 'Indefinite'.
Identify the individual managing the account along with their title and contact information.
List individuals authorized to spend from this fund as per DACS guidelines.
Ensure that both the Department Dean/Director and Division Vice President sign off on their respective approval sections.

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How does CSUSB handle aid refunds?

Financial Aid refunds are issued in the form of a direct deposit to a students checking or savings account or a paper check is mailed to the students mailing address posted in MyCoyote.

How to get 1098-T form CSUSB?

For assistance accessing your 1098-T records, contact Heartland ECSI Customer Service at 866.428. 1098 or .

What are some resources and services available to students at CSUSB?

San Bernardino Campus Be Well Yotes. CARE (Campus Assessment, Response and Education) Team. Career Center - Clothing Closet. Counseling Psychological Services. Educational Opportunity Program. Office of Financial Aid Scholarships. Recreation and Wellness. Student Health Center.

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Is CSUSB a dry campus?

CSUSB is a DRY CAMPUS. This means NO alcohol, NO drugs. There is zero tolerance for anyone who violates the dry campus rule, and if such a violation occurs the repercussions will be immediate and severe.

Forms & ResourcesCSUSB 2026

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