Stay on track with this "going-to-college" planning and paying
calendar. It contains helpful reminders for tasks that need
to be completed and when.
As you review this list, keep in mind your calendar may
differ depending on the type of education pursued.
Freshmen & Sophomores | Juniors
| Seniors
Freshmen & Sophomores
Get to know your high school guidance counselor.
Plan a family discussion about college.
Get a Social
Security Number.
Evaluate your personality,
interests, and skills.
Explore occupations,
salaries, and requirements.
Understand basic
college curriculum requirements.
Participate in school and community
activities.
Check if your state sponsors a college
savings plan.
Start investigating how
much college will cost.
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Juniors
Sept | Oct-Nov | Dec
| Jan | Feb | Mar
| Apr-May | Summer
September
Plan a family
college discussion.
Review your courses with your high school guidance counselor.
Prepare a list of questions
to ask college reps.
Sign up to take the PSAT.
Get and stay
organized. Create files to keep copies of applications
and correspondence. Set up a calendar to track important dates
and deadlines.
October–November
Attend college
fairs and financial aid nights.
Download College Answer's College
Fair Checklist (pdf).
Take the PSAT.
Start searching for scholarships
and ways to pay for
your education.
Learn what components
make up the cost to attend college.
Review descriptions of the different
types of schools.
Begin to understand the basics about federal
and private loans.
Plan and make college
visits.
Download College Answer's Campus
Visit Checklist (pdf).
December
Review your PSAT results with your counselor.
Talk with your college
friends home for break.
Take both the SAT
and ACT at least once.
January
Identify characteristics
you want in a college.
Attend college
fairs and financial aid nights.
Clear up the financial
aid myths about paying for college.
Let your parents know that the IRS could save them money through
education tax
deductions and credits.
February
Run Sallie Mae's Free
Scholarship Search.
Register and study for the SAT
and/or ACT.
March
Plan campus
visits.
Narrow your college
list to a reasonable number.
Contact the financial
aid office for each college on your list to discuss payment
options.
Keep up college
discussions with your family and counselors.
Get answers to your "going-to-college"
questions.
Estimate how much various colleges
will cost.
April–May
Select senior year classes—check with your counselor
to ensure your courses meet necessary college requirements.
Download College Answer's Campus
Visit Checklist (pdf) and start
visiting colleges.
Take the SAT and/or
ACT, if necessary.
Take Advanced Placement (AP) tests, if necessary.
Get a summer job to save extra money.
Considering a military
academy or an ROTC scholarship? Meet with your high school
counselor before leaving for summer vacation.
Summer
Improve your reading and vocabulary skills. Download College
Answer's Recommended
Reading List (pdf).
Continue searching
for scholarships and
ways to pay.
Combine vacation plans with campus
visits.
Start working on your college
application essays.
Talk to people in interesting careers.
Decide who you’ll ask to write letters
of recommendation.
Talk with college
friends home for summer.
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High School Seniors
Sept | Oct | Nov
| Dec | Jan | Feb-Mar
| Apr | May | Summer
September
Discuss your classes, college plans, and test scores with
your high school counselor.
Request college applications from the admissions office. Or,
use College Answer's Online
Application Search to see if your school's form is online.
Arrange campus
visits.
Register to take the SAT/ACT,
if necessary.
Continue to search for free
money (scholarships and grants) and others
ways to pay.
Run Sallie Mae's Free
Scholarship Search.
Submit a CSS/Financial Aid PROFILE,
if required.
Stay organized:
File copies of applications and correspondence. Keep your
calendar up-to-date tracking important dates and deadlines.
October
Review your transcripts
to verify that the information is correct.
Send transcripts
to your selected schools—ask your counselor if you need
help.
Find out the application-of-choice
used by each college.
Ask for letters
of recommendation. Most admissions and scholarship applications
require these letters.
Get some pointers on writing
admissions essays and scholarship essays.
View sample
essays and essay
questions.
Download College Answer's College
Fair Checklist (pdf).
Attend college
fairs and financial aid nights.
Candidates for early
school admission (early decision, early action, early
admission, etc.) should complete college applications. It's
a good idea to investigate the pros
and cons of this decision and to get familiar with the
early admission
timeline.
November
Continue completing your college
applications.
Early decision
deadline is often November 1 or 15.
Determine which financial aid forms the colleges on your list
require—when in doubt contact the financial
aid office.
Investigate state college information and programs.
Search for additional
sources of financial aid.
Get a jump on things by estimating your Expected
Family Contribution (EFC).
December
Complete school
applications ideally by December 1.
Determine if you are eligible for financial
aid.
Understand the steps in completing the Free Application for Federal Student Aid (FAFSA).
Determine how to submit your FAFSA
(paper or on the Web).
Important: Don’t submit
your FAFSA before January 1—it will be returned not
processed.
Take SAT or
Achievements, if registered.
Stay organized.
Remember to keep copies of applications and correspondence.
Continue to track important dates and deadlines on your calendar.
January
Submit your FAFSA
as soon after January 1 as possible. Some student aid programs
award funds on a first-come, first-served basis. Waiting too
long to submit your FAFSA could be costly.
Fill out and submit required financial aid forms. Follow instructions
carefully and make copies.
When you have financial aid questions contact
your financial aid office .
Familiarize yourself with state
financial aid deadlines. They tend to differ from federal
and institutional
deadlines.
Let your parents know that the IRS could save them money through
education tax
deductions and credits.
February–March
College decisions start rolling in.
Watch the mail for your Student
Aid Report (SAR). Carefully examine the results. A mistake
could cause you to miss out on college funding.
If there are special
circumstances affecting your family’s financial
situation, be sure to discuss them with the financial aid office.
Don’t panic if you’re selected
for verification. Just provide the college with the documents
they need.
Stay on top of important financial aid deadlines.
Respond quickly to college requests for additional documentation.
College acceptance
and financial award
letters start rolling.
April
Carefully analyze your letters—use College Answer's
Online Award
Analyzer.
Make a decision
and send your tuition deposit (most colleges require a response
by May 1).
Notify the other colleges that you won’t be attending
(other students will be happy to take your spot).
Register for Advanced
Placement (AP) tests, if necessary.
Carefully follow the instructions
in your acceptance letter. Along with important deadlines,
these letters provide specific instructions on housing, financial
aid, orientation, and more.
Continue to mark your calendar with important deadlines.
May
Mail your official
transcripts.
Respond quickly to requests and return necessary forms—when
in doubt contact the financial aid office.
Notify your financial aid office of additional funding you’ll receive to pay for college (scholarships and loans, etc.).
Take time to understand student
loans and evaluate student
loan lenders.
Learn about borrowing
responsibly.
Consider a cosigner to help obtain your student loan.
Important: If you take out a student loan,
borrow only what you absolutely need to cover the cost of
your education. When it's time to repay, you'll have other
financial obligations—like rent, car payments, and other
living expenses.
June
Save some of your graduation money for school.
Respond to requests from the college you will be attending . Keep copies of everything you send.
Read and be familiar with your college catalog and semester class schedule.
Talk with friends who are home from college.
Make travel arrangements, if necessary.
Send thank you notes or postcards to those who helped you get into college.
July–August
If you still need money to pay for college, consider a student loan. Apply online at College Answer.
Register and attend a college orientation session.
Confirm housing arrangements and meal plans.
Finalize your college budget.
Notify the financial aid office of scholarships and loans you will receive.
Consider taking out a renter's insurance policy.
Returned borrowed items, such as library books, rental videos, and things borrowed from friends.
Note tracking numbers of boxes you are shipping to school.
Open a bank account near campus.
Review your cell phone plan to limit roaming charges.
Contact your roommate and coordinate what to pack.
Review College Answer's College
Advice for Students section and pick up a few freshmen
tips.
Download College Answer's What
to Pack for College Checklist (pdf).
Congratulations!
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