Looking for Student Financial Aid Counselor Templates to download? See the main templates that a Student Financial Aid Counselor would use in their day-to-day work.
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Student Financial Aid Counselor Templates
Contents
Student Financial Aid Counselor Templates
There is a huge number of templates that someone in the Student Financial Aid Counselor role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Student Financial Aid Counselor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Financial Aid Application Template
2. Verification Worksheet Template
3. Award Letter Template
4. Cost of Attendance Template
5. Satisfactory Academic Progress Template
6. Loan Repayment Plan Template
7. Scholarship Application Template
8. Budget Worksheet Template
9. Financial Aid Appeal Template
10. Student Loan Exit Counseling Template
Reports
Reports are often prepared by a Student Financial Aid Counselor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Student Enrollment Report
2. Financial Aid Application Report
3. Awarded Aid Report
4. Disbursed Aid Report
5. Unmet Need Report
6. Satisfactory Academic Progress Report
7. Loan Default Rate Report
8. Pell Grant Expenditure Report
9. Work-Study Expenditure Report
10. Financial Aid Budget Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Student Financial Aid Counselor does and how they do it.
1. Application Processing SOP
2. Verification Process SOP
3. Award Packaging SOP
4. Disbursement SOP
5. SAP (Satisfactory Academic Progress) SOP
6. Return of Title IV Funds SOP
7. Professional Judgment SOP
8. Loan Counseling SOP
9. Appeals Process SOP
10. Record Maintenance SOP
Presentations
Student Financial Aid Counselor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Financial Aid Report
2. Student Loan Repayment Options
3. Scholarships and Grants Overview
4. Financial Literacy Workshop
5. Federal Aid Application Process
Legal Docs
There are several key times when a Student Financial Aid Counselor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Financial Aid Application Template
2. Verification Worksheet Template
3. Award Letter Template
4. Loan Agreement Template
5. Appeal Letter Template
Health & Safety Templates
Health & Safety templates for a Student Financial Aid Counselor ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Workplace Inspection Checklist Template
4. First Aid Kit Inventory Template
5. Safety Training Attendance Record Template
Calendars
Setting up Student Financial Aid Counselor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Academic Calendar
2. Financial Aid Deadlines Calendar
3. Student Enrollment Calendar
4. Scholarship Application Calendar
5. Work-Study Program Calendar
Invoice Templates
Several types of Student Financial Aid Counselor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Tuition Invoice
2. Scholarship Disbursement Invoice
3. Federal Aid Invoice
4. Work-Study Payment Invoice
5. Loan Repayment Invoice
Survey Templates
For a Student Financial Aid Counselor to get insights related to the work they do, they need to send out Student Financial Aid Counselor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Student Satisfaction Survey
2. Financial Aid Application Feedback Survey
3. Scholarship Application Survey
4. Financial Literacy Workshop Evaluation Survey
5. Student Loan Repayment Survey
Meeting Agendas
Having premade Student Financial Aid Counselor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Financial Aid Staff Meeting
2. Student Outreach and Engagement Meeting
3. Scholarship Committee Meeting
4. Federal Aid Compliance Meeting
5. Professional Development and Training Session
Budget Templates
To manage finances well, a Student Financial Aid Counselor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Tuition and Fees Budget Template
3. Scholarship and Grant Budget Template
4. Student Loan Budget Template
5. Financial Aid Allocation Budget Template
Dashboards
Dashboards are a useful way for a Student Financial Aid Counselor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Student Enrollment Dashboard
2. Financial Aid Disbursement Dashboard
3. Student Loan Default Rate Dashboard
4. Scholarship Application Dashboard
5. Federal Grant Allocation Dashboard
Proposal Templates
For bidding or requesting work, a Student Financial Aid Counselor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. “Scholarship Program Expansion Proposal”
2. “Financial Literacy Workshop Proposal”
3. “Student Loan Repayment Assistance Proposal”
4. “Work-Study Program Enhancement Proposal”
5. “Tuition Assistance Program Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Student Financial Aid Counselor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
