Student Loan Intake Form

Name*

First NameLast Name

Email*

example@example.com

What types of student loans do you have? Please select all that apply.*

Federal student loansParent Plus loans (please have parent borrower complete as all loan forgiveness is based on the parents income, employer, etc.)Private student loansI haven't borrowed yet, but need to figure out how to pay for college

What state do you live in?*

Are you married?*

YesNo

How many children under age 21 do you have?*

Enter 0 if N/A

How much do you expect the annual cost of college to be for this student?*

What is your current monthly student loan payment or what were you paying before the pause?*

We need your federal student loan data file (not a screenshot)

On a computer (not phone) visit https://studentaid.gov/
Once logged in, click on your first name (top right corner), drop down to "My Aid"
Click on "Download My Aid Data" (it's a .txt file)
Upload it below

Only the txt file is allowed

I would like to know your payment summary.

Login to https://studentaid.gov
Once logged in, click on your first name (top right corner), drop down to "My Aid"
It should look like this (you might have one for each loan):
Upload it below

If the above doesn't work - after you login, this link should take you right there as well, https://studentaid.gov/app/api/nslds/payment-counter/summary

How did you file your latest tax return?*

Married Filing JointlyMarried Filing SeparatetlyJust got married so have not filed taxes yet as a married couple

What was your official Adjusted Gross Income last year? Yes, I need the real number located on the line 11 of your latest 1040 tax return.*

Upload your most recent tax return (Not required, but helps me)

What is your approximate annual income?*

Do you work at*

SchoolGovernmentNon-ProfitOther

What is the name of your employer?*

What is your job title?

Did or Do you work at a Title 1 School? Don't know? Check the list here, https://studentaid.gov/tcli/directory-search.

YesNo

How many years have you worked at a non-profit, school or government job?*

If none, please enter 0

How much do you have saved for college?*

enter 0 if N/A

How much more in Parent Plus loans will you be taking out?*

enter 0 if N/A

Do you have any other children that plan to go to college?*

YesNo

What year will they be going to college and what do you expect their annual college costs to be?*

Please list all future college students

What year are you planning on retiring?*

What is your expected annual pension amount (if any) when you retire?*

Enter 0 if you don't have a pension and only have 401ks, 403b, etc.

How much do you have saved for retirement?*

enter 0 if N/A

What is your expected annual social security amount when you retire?*

Please upload your latest Private student loan statement(s): Must include balance, monthly payment, interest rate, etc.

Does your spouse work at*

SchoolGovernmentNon-ProfitOther

What is your spouse's approximate annual income?*

What year is your spouse planning on retiring?*

What is your spouse's expected annual pension amount (if any) when they retire?*

Enter 0 if they do not have a pension

How much does your spouse have saved for retirement?*

enter 0 if N/A

What is your spouse's expected annual social security amount when they retire?*

What is your spouse's federal student loan balance?

Enter 0 if N/A

Does your spouse have federal student loans?

YesNo

We need your Spouse's federal student loan data file (not a screenshot)

On a computer (not phone) visit https://studentaid.gov/
Once logged in, click on your first name (top right corner), drop down to "My Aid"
Click on "Download My Aid Data" (it's a .txt file)
Upload it below

Only the txt file is allowed

What is your current plan to pay off these loans?*

What is your current plan to pay for college?*

Anything you would like me to know?

How did you hear of us?*

Were you referred by anyone?

Your Info

Spouse's Info