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Student Lending Checklists

Private Student Loan Refinance Student Loan

Private Student Loan Application Checklist

1. Passport or Drivers License OR Residency Documentation (if applicable):

  • I – 55 Alien Registration Card
  • I – 94 if a Refugee or Asylee

2. Income Verification (if applicable for student):

  • 2 pay stubs from current employer
  • 2 most recent year’s W-2’s
  • If self-employed 2 most recent tax returns with all necessary schedules
  • If retirement income proper 1099
  • If disability income:
    • Approved disability statement indicating benefit amount; or
    • Letter from insurance company or employer indicating duration of disability period and benefit amount
  • If Alimony or Child Support most recent 1040
  • Proof of enrollment in college
  • Proof of GPA / Transcripts (Freshman not required)

FAFSA Checklist

  • Your Social Security Number
  • Your Alien Registration Number (if you are not a US Citizen)
  • Your most recent federal income tax returns, W-2’s, and other records of money earned
  • Bank statements and records of investments for both parents and student showing current balances (if applicable)
  • Records of untaxed income (if applicable)
  • An FSA ID to sign electronically - 3 days prior to filing the FAFSA application
  • IRS Passcode (Identity Protection PIN) – not required but may be helpful

If you are a dependent student, you will also need the above information for your parent(s) / guardian(s)

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