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Student Loan Checklist

Lender Name Web Site and
Phone Number
Type of Loan Loan Amount Interest Rate
and Fees
Loan Term Deadline
    ¤ Federal
   ¤ Perkins
   ¤ Stafford (Unsub.)
   ¤ Stafford (Sub.)
   ¤ PLUS
   ¤ Consolidation
   ¤ Other _______

¤ Private
  Interest Rate:
¤ Fixed ____%

¤ Variable
   ¤ LIBOR + ____%
   ¤ PRIME + ____%
   ¤ 91-day T-bill + ____%

Fees: ____%

____ years

¤ Standard
¤ Extended
¤ Graduated
¤ ICR
¤ IBR
¤ ISR
¤ Other

 
    ¤ Federal
   ¤ Perkins
   ¤ Stafford (Unsub.)
   ¤ Stafford (Sub.)
   ¤ PLUS
   ¤ Consolidation
   ¤ Other _______

¤ Private
  Interest Rate:
¤ Fixed ____%

¤ Variable
   ¤ LIBOR + ____%
   ¤ PRIME + ____%
   ¤ 91-day T-bill + ____%

Fees: ____%

____ years

¤ Standard
¤ Extended
¤ Graduated
¤ ICR
¤ IBR
¤ ISR
¤ Other

 
    ¤ Federal
   ¤ Perkins
   ¤ Stafford (Unsub.)
   ¤ Stafford (Sub.)
   ¤ PLUS
   ¤ Consolidation
   ¤ Other _______

¤ Private
  Interest Rate:
¤ Fixed ____%

¤ Variable
   ¤ LIBOR + ____%
   ¤ PRIME + ____%
   ¤ 91-day T-bill + ____%

Fees: ____%

____ years

¤ Standard
¤ Extended
¤ Graduated
¤ ICR
¤ IBR
¤ ISR
¤ Other

 
    ¤ Federal
   ¤ Perkins
   ¤ Stafford (Unsub.)
   ¤ Stafford (Sub.)
   ¤ PLUS
   ¤ Consolidation
   ¤ Other _______

¤ Private
  Interest Rate:
¤ Fixed ____%

¤ Variable
   ¤ LIBOR + ____%
   ¤ PRIME + ____%
   ¤ 91-day T-bill + ____%

Fees: ____%

____ years

¤ Standard
¤ Extended
¤ Graduated
¤ ICR
¤ IBR
¤ ISR
¤ Other

 
    ¤ Federal
   ¤ Perkins
   ¤ Stafford (Unsub.)
   ¤ Stafford (Sub.)
   ¤ PLUS
   ¤ Consolidation
   ¤ Other _______

¤ Private
  Interest Rate:
¤ Fixed ____%

¤ Variable
   ¤ LIBOR + ____%
   ¤ PRIME + ____%
   ¤ 91-day T-bill + ____%

Fees: ____%

____ years

¤ Standard
¤ Extended
¤ Graduated
¤ ICR
¤ IBR
¤ ISR
¤ Other

 

Use this chart to keep track of your student loans. Write the date the loan enters repayment in the deadline column. Don't forget to tell your lenders about your new address and contact information after you graduate. If you are having difficulty making your monthly loan payments, call your lenders before you default. They can offer a variety of options, such as an economic hardship deferment, forbearance or alternate repayment plans. Defaulting will only make the problem worse.

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