Student Loan Consultation
Please provide the following information so that we can review your student loan situation. This meeting is only used to discuss your student loan situation.
Are you married?
*
Yes
No
Does your spouse have student loans?
*
Yes
No
Name
*
First Name
Last Name
Spouse's Name
*
First Name
Last Name
Email
*
email@example.com
What state do you live in?
*
What types of student loans do you have? Please select all that apply.
*
Federal student loans
Private student loans
How many children do you have living with you? Include children expected to be born within the next year.
*
Do you work at a school, government, or non-profit employer?
*
Yes
No
How many years have you worked at a school, government, or non-profit employer?
*
What is the name of your employer?
*
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What is your federal student loan balance?
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What is your spouse's federal student loan balance?
*
What is your current monthly student loan payment?
*
What is your spouse's current monthly student loan payment?
*
What was your filing status on your most recently filed tax return?
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Single
Head of Household (HOH)
Married filing jointly (MFJ)
Married filing separately (MFS)
What was your Adjusted Gross Income (AGI) on your most recently filed tax return? This will be Line 11 on your 2021 and 2022 Form 1040 tax return.
*
What is your current gross income (salary from employer)?
*
What is your spouse's gross income (salary from employer)?
*
Which repayment plan are you currently using?
*
Standard
Graduated
Extended
Income Based Repayment (IBR)
Pay as You Earn (PAYE)
Saving on a Valuable Education (SAVE)
Income Contingent Repayment (ICR)
Not sure
Which repayment plan is your spouse currently using?
*
Standard
Graduated
Extended
Income Based Repayment (IBR)
Pay as You Earn (PAYE)
Revised Pay as You Earn (REPAYE)
Not sure
Back
Next
How to find your federal student loan data .txt file.
1. On a computer (not phone) visit https://studentaid.gov 2. Login to your account. 3. From the Dashboard, click on View Details inside the My Aid box. 4. On the upper right side of this screen, click Download My Aid Data. Click Continue on the pop-up box. 5. A .txt file will download to your computer. Attach that file below.
Please upload your federal student loan data .txt file here. If you can't find it, we can look for it together at the meeting.
Browse Files
Drag and drop files here
Choose a file
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Please upload your most recent private student loan statement. The statement needs to include balance, monthly payment, interest rate, etc. If you can't find it, we can look for it together at the meeting.
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Is there anything else you would like me to know?
Submit
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