Transferring? Here’s Your Financial Aid Checklist

Editor’s Note: This post was written and submitted by Nancy Lee Sánchez, executive director of Kaplan Educational Foundation.

Getting the best financial aid package possible is vital for any student, but the documentation and verification processes can be hard to navigate. So, in order to help students interested in transfer get ahead of the game, we’ve created a comprehensive Financial Aid Checklist for Transfer Students!

At the Kaplan Educational Foundation, we work with community college students to help them transfer to the schools of their dreams. As all of the students we work with are low-income, we’ve developed a wealth of expertise in avoiding the pitfalls of financial aid and getting the most funding from schools that are actively looking for students like you.

Our Financial Aid Checklist for Transfer Students is a free resource that lists exactly what you’ll need to have on file. You’ll find everything you need to know about each of the important transfer financial aid documents, including what information you may need from the following categories about you (and your family members):

  • Federal forms and identification documents
  • Tax documents
  • Proof of citizenship or residency
  • Income documentation
  • Information about employment
  • Awards and financial aid letters
  • And much more!

As a Phi Theta Kappa student, you’ve already proven that you have what it takes to succeed at top colleges across the United State. And being a PTK member may also qualify you for additional financial aid at these elite colleges. Make sure to use the Checklist so you can easily work with schools interested in you!

If you’re looking at transfer schools, or even if you’re just curious about transfer, we encourage you to download this free resource so you can get the best financial aid packages when applying to your dream schools.

For a complete guide to choosing the right transfer school, getting in, and receiving the best financial aid package, check out our brand-new book: Your 2018 Guide to College Transfer.

The Guide contains 90 profiles of the top schools for transfer students in the U.S., and it highlights the best schools for veterans, students with DACA/undocumented status, and students raising families. Each school’s profile also lists scholarship requirements and benefits for PTK members.

And don’t forget: top schools are looking for you! They’ll be happy to work with outstanding students like you and your PTK colleagues during the financial aid process.

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