Digital Forms FAQ

I don't see the form I want in the list of available digital forms. How do I complete it?

Some forms are not yet available as a digital form. Please locate the form you want from the list of available paper forms on the Student Financial Services Forms page. Please follow the instructions on that page for form submission. Additional digital forms will be made available soon.

I'm trying to access a form, but it requires a University log-in. How do I complete it?

Digital forms are available to all student with a University account. If you do not have an account, please instead locate the form you want from the list of available paper forms on the Student Financial Service Forms page. Please follow the instructions on that page for form submission.

How do I submit a completed form?

There is a black action bar located below each form. Select the submit button on the far left.

What happens to a form after I submit it?

Most forms will be sent directly to Student Financial Services. Please allow 3-5 business days for review and for the status to be updated on your checklist or your list of outstanding items in Self-Service.

Some forms require a signature from a parent or other proxy user. In those cases, the form will be sent to them first. They will receive an email notification from etrieve@redlands.edu with a link to access the form. After clicking the link, they must log in to their University account in order to view and interact with the form. After they sign and submit it, the form will be returned to you for a final review and signature.

Can I return to a form I started but never completed?

Yes. Our digital forms portal works very similar to an email application. The "Forms" section allows you to initiate a new form, while the "Drafts" section allows you to return to a form you worked on previously. You can start over at any time by accessing a new form in "Forms".

How do I sign a digital form?

To sign a digital form, please type your full legal name in the signature box at the bottom of the form. By typing your name, you agree to the terms and conditions of the University of Redlands electronic signature policy.

I'm completing a form that requires a signature from a proxy user, but the form does not allow me to choose someone to send it to.

For a proxy user to show on your form as a potential recipient, you must first authorize them as a proxy user in Self-Service. Go to User Options, then View/Add Proxy Access. Select their name from the dropdown menu and choose what information to give them access to. If you do not see the intended proxy user in Self-Service. Please send an email to sfs@redlands.edu and provide their first name, last name, email address, and relationship to yourself.

I completed a form that requires a proxy signature. My proxy signed and submitted it, but the form came back to me. Why?

Some forms require a signature from a parent or other proxy user. In those cases, the form will be sent to them first. They will receive an email notification from etrieve@redlands.edu with a link to access the form. After clicking the link, they must log in to their University account in order to view and interact with the form. After they sign and submit it, the form will be returned to you for a final review and signature.

I submitted a form, but forgot to attach one of the required supporting documents. What do I do?

The person reviewing your form will likely return the form to you with a note requesting additional documentation. Please do not submit the same form a second time. You will receive an email notification from etrieve@redlands.edu when the form is returned. Select the "History" button on the black action bar below the form to view any comments.

Alternatively, you may submit the document using our secure file submission portal.

I've completed a form but can't submit it. Why?

There are a few possible reasons:

- Many forms have fields that are required to be filled out before the form can be submitted. Please review the form and make sure everything has been filled out.

- Some forms require you to attach documentation. Please review the form for instructions and attach a document using the "Attachments" bottom on the black action bar below the form.

How do I attach a document to a form?

There is a black action bar located below each form. Select the "Attachments" button near the far left, just to the right of the submit button.

Select the "Upload Files(s)" button and choose the document you want to attach from your device.

How do I know If a form has been received by Student Financial Services.

Forms not requiring a second signature will be sent directly to Student Financial Services. Please allow 3-5 business days for review and for the status to be updated on your checklist or your list of outstanding items in Self-Service.

I submitted a petition. When and how will I know if it has been approved or denied?

Please note that the status indicated in "History" (located on the black action bar below the form) does not represent the decision made in response to your petition. Please wait to receive a follow-up email from Student Financial Services.