• Parents/Student Contract

    Parents/Student Contract

  • What we promise with this contract

    1. Develop a customized “Student Profile Report,” which includes information on your estimated financial aid, tuition cost of your college choices (upto 10 colleges), and essential information and tips.

    2. 1 Hour Consultation with “Certified College Planning Specialist,” which will provide strategies on how to maximize your Financial Aid eligibility by analyzing your current ability to qualify for college funding and create before/after scenario. We will compute the Expected Family Contribution for both the Federal and Institutional Methodology.

    3. Assume annual responsibility for the completion of the FAFSA form. We will also file CSS Profile required by colleges that use the institutional methodology for a one-time fee of $200, plus the registration and college costs charged by the College Board

    4. Gain access to the VisionTree College Consulting’s “Negotiation Team.” We assist in helping you obtain more financial aid with colleges and universities that offer you unexpectedly low funding. We evaluate your financial aid package(s) and determine if the correct amount of financial aid is being provided. In the event that the package is being under awarded or mis-awarded, we either contact the financial aid officers on your behalf or create letter(s) for you to send to the schools requesting additional financial aid.

    5. Provide customer service for any future questions and issues that you may wish to discuss.

  • What we promise with this contract
    1. Develop a customized “Student Profile Report,” which includes information on your estimated financial aid, tuition cost of your college choices (upto 10 colleges), and essential information and tips.

    2. 1 Hour Consultation with “Certified College Planning Specialist,” which will provide strategies on how to maximize your Financial Aid eligibility by analyzing your current ability to qualify for college funding and create before/after scenario. We will compute the Expected Family Contribution for both the Federal and Institutional Methodology.

    3. Assume annual responsibility for the completion of the FAFSA form. We will also file CSS Profile required by colleges that use the institutional methodology for a one-time fee of $200, plus the registration and college costs charged by the College Board

    4. Gain access to the VisionTree College Consulting’s “Negotiation Team.” We assist in helping you obtain more financial aid with colleges and universities that offer you unexpectedly low funding. We evaluate your financial aid package(s) and determine if the correct amount of financial aid is being provided. In the event that the package is being under awarded or mis-awarded, we either contact the financial aid officers on your behalf or create letter(s) for you to send to the schools requesting additional financial aid.

    5. Provide customer service for any future questions and issues that you may wish to discuss.   

    Privacy Agreement
    Any personal information provided may be shared between VisionTree College Consulting, Inc. and         (if Agent/advisor Referred), solely for the purpose of understanding the family’s situation more completely. VisionTree College Consulting will not disclose any information to parties not mentioned in this agreement.

    Limit of Liability
    Please note that our liability in any case is limited only to the fees you have paid to VisionTree College Consulting, Inc. Other than that, we cannot assume any responsibility for any consequential damages that directly or indirectly result from your child’s non-acceptance for admission by any school or for unwillingness by any school to provide the financial aid you are seeking to help pay for its cost of attendance, regardless of the reasons for such non-acceptance to failure to provide such aid.

    VisionTree College Consulting, Inc. Disclosure
    VisionTree College Consulting, Inc. has developed this report to provide families with an understanding of the U.S. Department of Education Need Analysis Formula.

    The information included in the report is based on information provided by the family via VisionTree College Consulting, Inc. Questionnaire.

    VisionTree College Consulting, Inc. is in no way affiliated with any Broker/Dealer. However, individuals providing services through VisionTree College Consulting, Inc. may be registered representatives of a Broker/Dealer. You pay VisionTree College Consulting, Inc. for the planning services detailed in the contract. If you elect to purchase insurance, variable products, mutual funds or other securities as part of the implementation of any plan, you may pay, and the registered representative may receive additional compensation, such as commission.

    Any information provided in this report is to be considered separate and distinct from advice or strategies provided by financial advisors. VisionTree College Consulting, Inc. does not supply/recommend/execute securities transactions or otherwise provide products to fund the college savings vehicles. This report is not representative of any Broker/Dealer input. We encourage you to discuss this information with your financial advisor.

    Refund Policy
    We promise to put our expertise to work for you so you can avoid having to acquire the necessary expertise to do all the above work yourself. IF you are not satisfied with the services provided, we will refund your money within thirty (30) days of receipt of your personalized report, or ninety (90) days from the date of this contract, whichever comes first. You will be subject to a 10% restocking fee if the report package has already been processed and/or mailed before the refund request was received. Refund request take up to 30 days to process.

  • IN WITNESS THEREOF, we have caused this certificate to be executed by the duly authorized officer of the corporation.

  • RECEIPT OF PAYMENT

  • Payment is hereby acknowledged in the amount of    *   
      
    as follows.

       *   

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  • Customer Payment Authorization Form

  • Please DO NOT send a VOIDED CHECK.

    How to Upload / FAX / E-mail your payment:

    1. Make your check payable to Visiontree College Consulting for the amount due.

    2. Sign and date the authorization below.

    3. Upload Copy of the Check via link below. (Or fax both authorization and your check to: 714-636-0023)

    4. Retain the original check for your records. Do not mail us an original.

    5. Your faxed / e-mail document will serve as your tender for payment.

  • The digital image of our check along with my signature below authorizes VisionTree College, Inc. to charge our bank account one time only in the amount of the check and in and conditions shown on page 2 of this form.

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  • If the EFT cannot be completed because of insufficient funds, we may try to make the transfer up to two times and we will charge you a one-time fee of $30 which we will also collect by EFT.

    If we are not able to complete the payment transaction because of insufficient funds or your account is closed or for some other reason beyond our control, you understand and agree that any underlying insurance transaction associated with our requiring the payment to be made may be voided and any benefits therefrom may be unavailable to you.

    Please Note: These payment options are not available if you are using a “starter check” from your bank or convenience checks, including checks from credit card companies, credit unions, home equity accounts or money markets.

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  • NOTICE TO CUSTOMERS: MAKING PAYMENT BY FAXCHECK SCANCHECK OR EFT

    If you send us a check by fax or digital image, it will be converted into an electronic funds transfer (EFT This means we will print copy your check and use the account information on it to debit your account electronically for the amount of the check. The debit from your account will usually occur within 24 hours, and will be shown on your regular account statement.

    If your FaxCheck or ScanCheck is not legible or readable by our electronic equipment, you authorize us to use the bank routing and account information to process your payment by ACH in a manner similar to the way we process payment received by check as EFT. The debit from your account may be shown as ACH or EFT depending on the manner in which your financial institution records these transactions.

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