Custom Choice Loan®

Application checklist for the Custom Choice Loan®

Use this checklist to help you prepare to complete the online application process.

  • Personal information (name, Social Security number, date of birth)
  • Address (mailing address and permanent address)
  • Phone number(s)
  • Email address
  • Employment information, if applicable (employer name, phone, annual income)
  • Personal reference (name, address, phone)
  • School information (name of school, cost of attendance, grade level, expected graduation date)
  • Loan information (amount needed and when)
  • Income information (if applicable); on a cosigned loan, this is not required of the student but is of the cosigner
  • Payoff Documentation (only required for students opting to refinance student loans) — learn more about the In-School Refinance Option
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