Student Loan Analysis Intake Form * First Last Phone*Email* Birthdate* MM slash DD slash YYYY What's Your Occupation?* Are you currently working for a not for profit employer?* Yes No Do you or your spouse have federal loans? Drop files here or Select files Max. file size: 512 MB. Please, follow the instructions on the video to download your .txt student loan file from studentaid.gov, you will need to upload the .txt file. If you have trouble getting your NSLDS file, you may upload whatever information you have, but please consider that the NSLDS .txt file is the most accurate data. Do you or your spouse have private student loans? Drop files here or Select files Max. file size: 512 MB. Upload your last statement with balance and interest rate.What is your current income?* What do you expect your income will be in 5 years? (Guesses are ok)** What do you expect your spouse's income will be in 5 years? (enter 0 if N/A, enter a guess if you aren't currently married but might be then)* How much are you saving for retirement right now and what kind of retirement accounts do you have access to (ie 401k, 403b, Traditional or Roth IRA and I save $500 a month)** How much do you spend each month on housing? Do you rent or own? Also, if you have any big housing related goals let me know about those here*What do you drive (ie 2015 Honda Civic), what's the monthly payment, is it a leased or owned, and how much is left on the loan approximately (enter 0 if N/A and you own outright)* What is your current family size? (If you're getting married or expecting a child this year include them)** 1 2 3 4 5 Do you expect your family size to grow due to marriage or children in the next 10 years? If yes, how many people do you expect to add?* No 1 2 3 4 Are your current loans in default or delinquency?* Yes No Do you want me to model the cost of Public Service Loan Forgiveness for your loans? (Applicable if work for a non-profit employer or plan to in the future)* Yes No What is the date of re-certification for your loans? (an approximation is fine) MM slash DD slash YYYY Terms of Service* I accept I don't accept By working with One Brick Financial Concepts LLC ("OBFC"), you agree that the maximum liability or damages the company, its owners, and employees can incur is limited to the fees paid for consulting services. You understand that legislation, interest rates, politics, and federal student loan policies are subject to change, and that OBFC strives to come up with the most conscientious plan possible in the face of uncertainty. The consult fee is invoiced after the call and is due by the invoice date, which is generally about a week after the call. You understand that variable rates are subject to change, that private refinancing removes the possibility of PSLF, forbearance, deferment, and income driven repayment.
