Master Financial Aid Checklist
Jun
2

Master Financial Aid Checklist

Goal: Get organized. Understand your rights. Start with purpose.

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REAL TALK - JUNE
Jun
4

REAL TALK - JUNE

Click for your Friendly monthly reminder: JUNE

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Fall Packaging
Jun
5

Fall Packaging

Status on all grants and scholarship applications

Have you followed up on your state grant? Haven't heard anything? You need to call and follow up and check on your application.

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Summertime Prep Checklist
Jun
8

Summertime Prep Checklist

Download & begin the Master Financial Aid Checklist PDF

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Supporters, CLEP & Study Tools
Jun
16

Supporters, CLEP & Study Tools

Goal: Secure early credits, build academic momentum, involve supporters.

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Financial Aid Office Check-In
Jun
22

Financial Aid Office Check-In

Goal: Confirm everything early — aid, portal, and documents.

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Travel & Logistics
Jun
25

Travel & Logistics

Goal: Get yourself physically and mentally ready for the move.

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Scholarships & Solicitation
Jun
28

Scholarships & Solicitation

Goal: Max out all available funding paths.

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REAL TALK - JULY
Jul
1

REAL TALK - JULY

Click for your friendly monthly reminder: JULY

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Student reminder to file FAFSA
Jul
2

Student reminder to file FAFSA

Contact financial aid office at chosen school for remaining steps

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REAL TALK - JULY
Jul
4

REAL TALK - JULY

Click for your Friendly monthly reminder: JULY

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Budget Week
Jul
6

Budget Week

Goal: Lock in your money plan before the spending begins.

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Credit & Loans
Jul
12

Credit & Loans

Goal: Make smart borrowing decisions.

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Career Quiz
Jul
18

Career Quiz

What career should I choose? Am I making the right choice? What if I do not like the career path?

There are so many questions that come to light when thinking about making a life choice.
Click Career Quiz to start a free questionnaire built to guide you in your quest to find the right career choice for your educational needs.
Here’s to your future!!!!

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Registration & Career Focus
Jul
19

Registration & Career Focus

Goal: Be registered, aligned with your major, and career-focused.

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Complete all Verification & Originate Title IV
Aug
1

Complete all Verification & Originate Title IV

Make final preparations to cover balance

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Career Tools & Resume Week
Aug
3

Career Tools & Resume Week

Goal: Start early on career-building.

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Job Searching for the right dgree
Aug
6

Job Searching for the right dgree

Job searching for the degree that you are interested in allows you to have a realistic view of how your career will start.

Here is a video that will outline the importance of using this feature to get a step ahead in finding the right school and degree.

Click on Real Talk

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Maximize Student Benefits
Aug
9

Maximize Student Benefits

Goal: Save money, find help, and stretch your resources.

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REAL TALK - AUGUST
Aug
11

REAL TALK - AUGUST

Click for your Friendly monthly reminder: AUGUST

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Work on PENDING files to complete verification
Aug
15

Work on PENDING files to complete verification

Before arriving to school, know your balance

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Final Prep
Aug
18

Final Prep

Goal: Cross the finish line ready and confident.

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Early Applications
Aug
22

Early Applications

Now that you have searched career paths and used the school comparison tool, now is the time to submit early admission applications to your top three schools.

Here is a Real Talk video to help guide you as you submit your applications.

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Career Quiz
May
16

Career Quiz

What career should I choose? Am I making the right choice? What if I do not like the career path?

There are so many questions that come to light when thinking about making a life choice.
Click Career Quiz to start a free questionnaire built to guide you in your quest to find the right career choice for your educational needs.
Here’s to your future!!!!

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Notify families on Parent PLUS or Private Loans
May
15

Notify families on Parent PLUS or Private Loans

Checklist for school, credit check, savings, cosigners

Time to review your college checklist: https://studentaid.gov/sites/default/files/college-prep-checklist.pdf

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REAL TALK - MAY
May
13

REAL TALK - MAY

Click for your Friendly monthly reminder: MAY

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Update R2T4 Chart  60%
May
2

Update R2T4 Chart 60%

Check on status for any applied clubs, membership or church scholarships

Did you check to see if there were any scholarships with any clubs, churches or family membersip organizations? Unsure, ask to see

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REAL TALK - APRIL
Apr
15

REAL TALK - APRIL

Click for your Friendly monthly reminder: APRIL

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Final reminder for Consortium Agreement Trancripts
Apr
10

Final reminder for Consortium Agreement Trancripts

Status of Summer internship application

You have been searching for scholarships now for 3 months, how much have you applied for? Any approvals yet? Keep searching, remeber you might only hear back from 10%

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REAL TALK - MARCH
Mar
17

REAL TALK - MARCH

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Review LEU prior to origination
Mar
1

Review LEU prior to origination

Cal Grant deadline

Have you received your college acceptance letter? YES, remmber to calculate your remaining balance with th college Comparison Tool

Hopefully you submitted your state grant on time? Remember, use it or lose it.

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Update FSA Handbook
Feb
20

Update FSA Handbook

Prepare to submit Cal Grant application

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Review Summer/Fall/Spring Disbursement Dates
Feb
10

Review Summer/Fall/Spring Disbursement Dates

Student & Parent to use tax return for up coming school balance

Have your tax returns done? Great, this information will be used in October to apply early for FAFSA.

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Review Budget
Feb
3

Review Budget

Click to review your budget and create a financial plan for the upcoming academic year: Budget

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Net Price Calculator & Packaging Reporting
Jan
13

Net Price Calculator & Packaging Reporting

** Scholarship applications and statuses (clubs, memberships, churches) note pad

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SAP Appeal due for Spring
Jan
3

SAP Appeal due for Spring

Comparison charting for remaining balance - use excel spreadsheet

Did you know that there is no limit to how many shcolarships yopu can apply for?

Start searching for new scholarships and grants.

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Re apply to already tracked scholarships and grants
Jan
2

Re apply to already tracked scholarships and grants

Follow up on applied scholarships and grants for any status updates.

Happy New year! Did you know that all Scholarships and grants are reset every year? Check to see if last year's are renewable? Apply for new one and keep track on Mining Spreadsheet.

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Review LEU prior to originations
Jan
1

Review LEU prior to originations

** State Grant applications and statuses

Did you know that there is a life-time limit on Federal Grants? Be sure to ONLY use once you know for certain your school choice? DO NOT waste your aid!

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Run SAP after all grades posted for FALL
Dec
17

Run SAP after all grades posted for FALL

Combine all aid w/ FAFSA estimate for total aid using FA Assist calulator (virtual note pad)

Be sure to watch your grades. School and Federal aid is based on GPA and pace (stay on track) with completing program on time.

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