This content is for general informational purposes only and does not constitute personalized financial, legal, or application advice. Confirm details with your school or the program administrator.
Planning Tools
Education Planning
These planning resources help you organize the information schools and sponsors usually ask about. They are self-guided tools for your own records.
Returning student planning worksheet
List the schools you attended, approximate credits earned, your intended program, and the offices you plan to contact. Keep notes from each conversation in one place.
Funding checklist
Track every funding source you research, including the sponsor, deadline, required documents, and status. Verify each detail directly with the sponsor.
- Sponsor name and official website
- Deadline and required documents
- Date contacted and notes
- Status of your request
College expense template
Lay out tuition, fees, books, transportation, and childcare costs by term so you can compare against any aid or payment plan offered.
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Questions to ask
- What documents should I gather before meeting an advisor?
- Which deadlines matter for the next term?
- How will I track every funding source I research?