Financial Aid Application Process
- Prepare a preliminary estimate of your EFC (“Expected Family Contribution”).
- Assist in filling out all required financial aid applications and forms, including;
- The FAFSA (Free Application for Federal Student Aid) required for federal aid;
- The CSS/Financial Aid PROFILE required by many private colleges and universities to access their own private institutional aid;
- State-specific financial aid applications and/or forms for state aid (e.g., Cal Grants); and
- Any additional college or university-specific financial aid applications and/or forms.
- Track and communicate timelines and deadlines for all required actions in the financial aid process.
- Review for accuracy the EFC calculation contained in the Student Aid Report (“SAR”) and correct any errors.
- Evaluate, compare and contrast financial aid award letters and advise regarding how to respond to them.
- If an appeal based on “special circumstances” is necessary, we assist you in presenting the best case for increasing the student’s award.
