

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.


Student reminder to file FAFSA
Contact financial aid office at chosen school for remaining steps


Check on your credit health
Checking your credit score helps you stay on top of your debt.

Complete all Verification & Originate Title IV
Make final preparations to cover balance


Work on PENDING files to complete verification
Before arriving to school, know your balance

Review and Process all Consortium Agreements
Master checklist
Did you know that you can still be applying for scholarships and grants until their final deadline.

Monitor R2T4 reporting weekly
Apply for Summer internship application
Did you know that you can apply (even when in school) for scholarships? If you are awarded ANY aid, it will help lower your costs.

REAL TALK - OCTOBER
October is the month to begin searching for financial aid.
Click on Real Talk link below to watch a short video:



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!!!!

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


Check on your credit health
Checking your credit score helps you stay on top of your debt.

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


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%


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

REAL TALK - MARCH
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Summer Internship Tips
Like a chameleon, you need to keep your eyes peeled for opportunities.

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.

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




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.


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




Net Price Calculator & Packaging Reporting
** Scholarship applications and statuses (clubs, memberships, churches) note pad

Financial Aid Limitation
Now is the time to review Financial Aid eligibility and the limits of assistance.


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.

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.

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!

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.
