Financial Aid Checklist

January Financial Aid Checklist

College advisor Alice Kleeman is back with advice for seniors on what you should be doing to pay for college. Remember it is you, the student, who applies for aid. But families need to work together to obtain the best result. Here are this month's financial aid reminders:

*             Check with your high school counselor about financial aid evening workshops scheduled at your school or in the community and attend with your parents!  

*             Complete the FAFSA, reading all instructions CAREFULLY! You do NOT have to wait until you and your parents have filed your income tax returns; you may use estimates on the FAFSA and then update the information once you have filed your income tax forms. It is better to file on time with estimates than to file late!

*             Submit your FAFSA electronically as soon as possible! Once submitted, the colleges you have listed and coded will receive your information electronically.

*             Each state also has its own FAFSA deadline, which in many cases is different from the federal submission deadline each year.  Make sure to submit your FAFSA by your state's deadline or as soon as possible after the first of the year to get the most financial aid possible. Deadline information can be found here

Our Financial Aid Checklist -- Part II

Today, we're pleased to bring you Part II of a checklist of tasks you should be tackling right now to pay for college, courtesy of College Advisor Alice Kleeman. Admission deans, financial aid officers and college counselors agree that the single biggest mistake families make in the college application process is failing to apply for financial aid. So even if you think you won't qualify, apply. Use this checklist to make sure you are eligible for ALL the aid you may qualify for.

 

*          Most importantly, do apply for financial aid to be sure you are considered for all assistance available. You may be pleasantly surprised. And, sometimes, even though you don't qualify for federal aid, you need to file the Free Application for Federal Student Aid (FAFSA) in order to be considered for merit scholarships, state aid and federal student loans.

*             Check with your high school counselor about financial aid workshops scheduled at your school or in the community and attend with your parents! 

Financial Aid Checklist: Part I

Paying for college is a concern for most families. But the single biggest mistake families make in the college application process is failing to apply for financial aid. Even if you think you won't qualify, apply. You may be pleasantly surprised. Today, we're pleased to bring you Part I of a checklist of tasks you should be tackling right now to pay for college, courtesy of College Advisor Alice Kleeman. Use this checklist to make sure you are eligible for ALL the aid you may qualify for.

November Financial Aid Checklist for Seniors

This is the third installment from college advisor Alice Kleeman in our monthly series for seniors on what you should be doing with regard to financial aid. Remember, while in most families it is up to the parents to provide the bulk of the money for college costs to the extent of their ability to pay, it is the student who applies for student aid. Read, save and use these monthly reminders!

 

*             All students applying for financial aid -- whether you are considering attending two-year or four-year colleges—will complete a FAFSA. Familiarize yourself with the form. BUT DO NOT SUBMIT YOUR FAFSA BEFORE JANUARY 1—it will not be processed for the correct school year!
 

*             Work with your parents to collect the documents you will need to complete the FAFSA—including tax returns for the most recent year, Social Security numbers, driver's license information, student and parent W-2 forms and other records of money earned, current bank statements, etc. The FAFSA web site lists the documents you will need here.
 

October Financial Aid Checklist for Seniors

 

Paying for college is a concern for most families. This is the second installment in a monthly series for seniors on what you should be doing with regard to financial aid, written by college advisor Alice Kleeman. Remember, while in most families it is up to the parents to provide the bulk of the money for college costs to the extent of their ability to pay, it is the student who applies for student aid. Read, save and use these monthly reminders!

 

          *             Check with your high school about the availability of informational sessions on financial aid or      scholarships at your school or in the surrounding community.

          *             Never pay a fee to locate financial aid or scholarship information. Beware of scams. You may see offers of help in obtaining financial aid or scholarships in the mail, on the Web, and in magazines. Some of these are legitimate. Others are not. Avoid any organization or service that either guarantees a reward or charges a fee for completing the FAFSA or applying for or receiving a scholarship. Information on legitimate financial aid and scholarships is easily available at no cost at:

                      • FAFSA

                     • The U.S. Department of Education

                     • College Goal Sunday