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COLLEGE PLANNING CHECKLIST IMPORTANT CONSIDERATIONS FOR YOUR UNDERGRADUATE STUDENTTABLE OF CONTENTS Managing Financial Affairs 1 Health Care Considerations 5 School Materials 8 Personal Travel 10
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Start by researching and identifying potential colleges or universities that your child may be interested in attending.
02
Review the admission requirements for each college, including required tests (such as SAT or ACT), application deadlines, and necessary documentation.
03
Help your child create a list of potential majors or areas of study that they are interested in pursuing.
04
Assist your child in completing and submitting college applications, ensuring all required information is provided accurately.
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Research and explore financial aid options, including scholarships, grants, and student loans.
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Discuss and plan for the cost of college, including tuition, room and board, textbooks, and other expenses.
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Help your child organize and prepare for college entrance exams, such as SAT or ACT.
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Explore and visit college campuses to get a better understanding of the environment and facilities.
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Assist your child in writing a compelling personal statement or essay for college applications.
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Stay involved in the process, providing guidance and support to your child throughout their college planning journey.

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Parents who want to ensure their child receives a quality education and prepares for their future.
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Parents who want to help their child navigate the college application process and identify the best college fit.
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Parents who want to provide guidance and support to their child throughout the college planning journey.
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College planning for parents involves researching and financially preparing for their child's higher education.
Parents or legal guardians of students planning to attend college are required to file college planning.
Parents can fill out college planning forms by providing information about their finances, their child's academic goals, and potential colleges of interest.
The purpose of college planning for parents is to ensure that families have a comprehensive financial plan in place to support their child's education.
Information such as income, savings, investments, and assets must be reported on college planning forms.
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