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College Checklist

College Checklist


Saving for college? Here’s what to keep in mind!
 

Getting started — financial considerations

  • Determine estimated costs of different types of college (private, public, two-year program)
  • Determine the needs of your college savings plan with a financial expert
  • Has a savings plan been established?
  • How many years until your child attends college?
  • Evaluate the performance of savings plan
  • Review risk tolerance of savings plan
  • Determine potential gap in savings versus estimated costs of college

College savings tools

  • 529 college plans
  • Coverdell education savings
  • UTMA custodial account
  • Other

Financial aid

  • Review financial aid resources (grants, scholarships, work-study programs)
  • FAFSA (Free Application for Federal Student Aid)
    o FAFSA is a form completed annually by current and prospective college students to determine eligibility for student financial aid

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