You Made Your College Choice: What’s Next?

April 4, 2017
Seniors & High School Graduates! Congratulations!   You have selected the college you will attend: What’s Next? The next few months are going to be busy and exciting as you prepare to go to college. Before you arrive on campus, use the following checklist to make sure you stay on track: Students, check your email […]

Seniors & High School Graduates! Congratulations!  

You have selected the college you will attend: What’s Next?

The next few months are going to be busy and exciting as you prepare to go to college. Before you arrive on campus, use the following checklist to make sure you stay on track:

Students, check your email on  a regular basis!

  • Read and respond promptly to all the information and forms you receive from your college. You’ll need to set up orientation activities, financial aid, housing, meal plans and more, so be careful not to miss any deadlines. Check your email for important information from your college.
  • Send in your tuition deposit to save your place in your college’s freshman class. Sending in your deposit late could cause a serious problem. If the deposit deadline is not clearly listed, contact your college’s admission office to find out the due date.
  • Notify the other colleges that you will NOT be attending. Sample Decline Letter PDF
  • Accept your financial aid offer. This is separate from your college’s acceptance offer. You don’t have to accept the entire financial aid package; you might want to take out a smaller loan, for example. Decide what to accept and then complete and return the form(s) by the deadline.
  • Take care of loan paperwork. If you’re accepting a loan as part of your financial aid package, you’ll probably need to fill out the loan application before the start of the semester. Check your college student portal for information on student loans. General information on loans https://studentaid.ed.gov/sa/types/loans
  • Choose housing if you won’t be living at home. If you’re going to live in a dorm, your college will send you housing information as well as a contract that you must return. If off-campus housing is an option you’re interested in, contact your college’s housing office for help.
  • Select a meal planif you’re living on campus. (Enrolling in one may be mandatory for on-campus students.) Off-campus students may also have the option of signing up for a meal plan.
  • Send your final transcript to your college. Normally, you’ll just need to confirm that your counselor has mailed it to your college's admission office. Verify that the college recieved it. Very Important!
  • Check computer requirements to see if incoming students need to have a computer. Some colleges may help students buy a computer. Most colleges use the Microsoft Office Suitof programs. Computers can be Apple or Windows based.
  • Start shopping and packing. Think about what you’ll need to bring, where to get it and how to transport it. Making a shopping list is a good starting point. If you need help moving, check out my friends at Dorm Room Movers https://www.dormroommovers.com
  • Contact your roommate if you’ll have one and if your college makes contact information available. This will allow you to get to know your roommate in advance and coordinate with him or her about what to bring to college.
  • Get a physical before college starts. Most incoming college students have to submit the results of a recent physical exam and their vaccination history before they can register for classes.
  • Attend pre-orientation programs, if they’re offered. These programs let first-year students meet one another and can be a great way to ease into campus life.
  • Find out if you have to take placement exams to determine your level in reading, writing, math or other subjects. Your standardized-test scores may enable you to skip some placement exams, but look into testing requirements and exam schedules.
  • Thank your supporters. Your counselors, teachers, coaches, scholarship sponsors and family all probably helped you get to college. Let them know how much you appreciate their efforts.
  • Send me an email every now and then and let me know how you are doing in college. I really do like to hear what's going on in your college life.

If you have any questions, please call or send an email.

 

en.pdf24.org    Send article as PDF   
Comments Off on You Made Your College Choice: What’s Next?

Why isn’t the IRS Data Retrieval Tool working?

April 4, 2017
Why isn’t the IRS Data Retrieval Tool working?   IRS Data Retrieval Tool Offline Until the Start of the Next FAFSA Season October 2017. To protect sensitive taxpayer data, the Internal Revenue Service (IRS) Data Retrieval Tool (DRT) on fafsa.gov and StudentLoans.gov will be unavailable until the start of the next FAFSA® season, in fall […]
Why isn’t the IRS Data Retrieval Tool working?

 

IRS Data Retrieval Tool Offline Until the Start of the Next FAFSA Season October 2017.

To protect sensitive taxpayer data, the Internal Revenue Service (IRS) Data Retrieval Tool (DRT) on fafsa.gov and StudentLoans.gov will be unavailable until the start of the next FAFSA® season, in fall 2017, while extra security protections are added. The IRS DRT provides tax data that automatically fills in information for part of the FAFSA as well as the income-driven repayment (IDR) plan application for federal student loan borrowers.

The IRS DRT was turned off following concerns that data from the tool could be used by identity thieves to file fraudulent tax returns. Once enhancements are made to encrypt or mask the sensitive data, the IRS DRT will be reactivated.

Update: Internal Revenue Service (IRS) and Federal Student Aid (FSA) Statement on IRS Data Retrieval Tool (DRT)

Privacy Concerns Force Tool to Remain Offline; Students, Parents and Borrowers Should Use Other Options to Provide Financial Data on Applications
MARCH 30, 2017

To protect sensitive taxpayer data, the IRS and FSA announced today the Data Retrieval Tool on FAFSA.gov and StudentLoans.gov will be unavailable until extra security protections can be added. While we are working to resolve these issues as quickly as possible, students and families should plan for the tool to be offline until the start of the next FAFSA season.

Since the tool was disabled in early March due to security concerns, the IRS has been working closely with FSA to safely return the tool to service. "We know this tool is an easy way for students and families working on applications to access their financial data," said IRS Commissioner John Koskinen. "While this tool provides an important convenience for applicants, we cannot risk the safety of taxpayer data. Protecting taxpayer data has to be the highest priority, and we will continue working with FSA to bring this tool back in a safe and secure manner.

"We have heard from students, parents, and the financial aid community that applying for aid is harder without the DRT," said James W. Runcie, Federal Student Aid chief operating officer. "We will do all we can to help students and families successfully submit applications while the tool is unavailable and remain committed to protecting applicants' personal information."

Options Remain Available for Students, Parents and Borrowers

While the Data Retrieval Tool is unavailable, FSA and the IRS remind applicants that online applications are still available and are operable.

The income information needed to complete the FAFSA and apply for an income-driven repayment (IDR) plan can be found on a previously filed tax return.

Students and parents completing a 2016–17 and 2017–18 FAFSA should manually enter 2015 tax information (not 2016). Borrowers applying for an IDR plan should submit alternative documentation of income to their federal loan servicers after they complete and submit the online IDR application. The process for submitting the alternative documentation of income is explained to borrowers as part of the online IDR application. While the Data Retrieval Tool is unavailable, a borrower may submit a paper copy of his or her tax return, copies of pay stubs or other acceptable forms of documentation explained online during the application process

If a copy of the tax return is not readily available, the applicant may be able to access the tax software used to prepare the return or contact their tax preparer to obtain a copy.

If necessary, a summary of a previously filed tax return, called a tax transcript, may be viewed and downloaded from www.irs.gov/transcript at Get Transcript Online, with the proper identity verification. Additionally, Get Transcript by Mail can be accessed online, or the taxpayer can call 1-800-908-9946, and a transcript will be delivered to the address of record within five to 10 days.

IRS Takes Additional Steps to Protect Taxpayers

The IRS is working to identify the number of taxpayers affected by questionable use of the Data Retrieval Tool. Identity thieves may have used personal information obtained outside the tax system to access the FAFSA form in an attempt to secure tax information through the DRT. The IRS continues to review the extent to which this contributed to fraudulently filed tax returns. The IRS has identified instances where our strengthened fraud reviews stopped questionable tax returns by filers who also accessed the DRT.

As the IRS identifies taxpayers with personal information at risk through misuse of the data tool, it is marking and locking down those taxpayer accounts to provide additional protection against an identity thief filing a fraudulent tax return. As an internal review continues, the IRS also is finalizing plans to notify affected taxpayers by mail about possible identity theft concerns. The scope of affected taxpayers is still being determined.

PDF24    Send article as PDF   
Comments Off on Why isn’t the IRS Data Retrieval Tool working?

Popcorn, Penguins and Pop Client Appreciation April 29, 2017

April 4, 2017
Popcorn, Penguins and Pop Client Appreciation April 29   On Saturday April 29, 2017 is AZCollegePlanning.com's client Appreciation Fun Event. I’ve been to several Improv shows presented by The Penguin Players. Every time it was a fun show with tons of hilarity. http://penguinplayers.com So as an appreciation to you, I’m inviting you to come out […]

Popcorn, Penguins and Pop Client Appreciation April 29

 

On Saturday April 29, 2017 is AZCollegePlanning.com's client Appreciation Fun Event.

I’ve been to several Improv shows presented by The Penguin Players. Every time it was a fun show with tons of hilarity. http://penguinplayers.com

So as an appreciation to you, I’m inviting you to come out and see them.

Use the secret pass code to gain free entrance to the show “Penguins are great college roommates!”

Bring a friend who has high school students who are college bound.

This show is for my clients both parents and students and their friends as this will be a family friendly show.

RSVP is required (so I know how much popcorn to pop and how much soda pop to bring!)

Click this link <Penguins!> and let me know if you will be there and how many in your party.

What: Penguin Improv Client Appreciation Fun  Event
When: April 29 Saturday 7:00-8:30 PM (show up a little early to get a good seat)
Where: Dorothy’s Hall at Christ Anglican Church 35500 N Cave Creek Rd, Cave Creek, AZ 85377 Google Map https://goo.gl/s60iBB
Who: Clients, parents and  students and bring a friend of clients
Cost: Free with secret pass code.

Be There or Be Penguin2

en.pdf24.org    Send article as PDF   
Comments Off on Popcorn, Penguins and Pop Client Appreciation April 29, 2017

College Fair Phoenix Arizona April 30th

April 2, 2017
College Fair Phoenix Arizona April 30th   Please plan on attending the college fair April 30, 2017 Seventy-seven plus colleges will be in attendance. Go to the fair, meet the recruiter, ask questions and follow up. For more info click http://rmacac.org/college-fairs/springphoenix/ Remember to logon to AZCollegePlanning.com and click on Downloads and Resource Center then print […]

College Fair Phoenix Arizona April 30th

 

Please plan on attending the college fair April 30, 2017

Seventy-seven plus colleges will be in attendance. Go to the fair, meet the recruiter, ask questions and follow up.

For more info click http://rmacac.org/college-fairs/springphoenix/

Remember to logon to AZCollegePlanning.com and click on Downloads and Resource Center then print off the top 62 Questions to ask. Highlight or circle the questions that are important to you and ask those questions.

Remember to ask the BIG QUESTION...

the following colleges will be there

  1. Adams State University
  2. American University
  3. Arizona State University
  4. Bradley University
  5. Butte College
  6. Colorado Christian University
  7. Colorado Mesa University
  8. Colorado Mountain College
  9. Colorado State University
  10. Creighton University
  11. Dickinson College
  12. Drake University
  13. FIDM/Fashion Institute of Design & Merchandising
  14. Fort Lewis College
  15. Franklin & Marshall College
  16. Gonzaga University
  17. Hamilton College
  18. Lawrence University
  19. Les Roches – Glion
  20. Life University
  21. Lycoming College
  22. Miami University
  23. Missouri University of Science and Technology
  24. Montana State University
  25. Montana State University Billings
  26. Montana Tech
  27. New College of the Humanities
  28. New Mexico Highlands University
  29. New Mexico Military Institute
  30. New Mexico Tech
  31. Northern Arizona University
  32. Northland College
  33. Nova Southeastern University
  34. Oregon State University
  35. Pacific Lutheran University
  36. Pennsylvania State University
  37. Portland State University
  38. Prescott College
  39. Providence College
  40. Purdue University
  41. Regis University
  42. Rocky Mountain College
  43. Saint Louis University
  44. Saint Mary’s University of Minnesota
  45. Santa Clara University
  46. Seattle University
  47. Sewanee: The University of the South
  48. Simpson College
  49. Edward’s University
  50. Swarthmore College
  51. Texas Christian University
  52. Texas Tech University
  53. The University of Alabama
  54. The University of Arizona
  55. Tulane University
  56. University of Calgary
  57. University of Colorado Boulder
  58. University of Colorado Colorado Springs
  59. University of Colorado Denver
  60. University of Missouri
  61. University of Nevada Las Vegas
  62. University of New Mexico
  63. University of Northern Colorado
  64. University of Puget Sound
  65. University of Richmond
  66. University of the Pacific
  67. University of Utah
  68. University of Wyoming
  69. Utah State University
  70. Utah Valley University
  71. Vanguard University of Southern California
  72. Wabash College
  73. Washington State University
  74. Weber State University
  75. Western Michigan University
  76. Western Washington University
  77. Willamette University

 

PDF24    Send article as PDF   
Comments Off on College Fair Phoenix Arizona April 30th

ACT study guide

March 28, 2017
Better ACT scores can increase your scholarships. One of the best ways to increase your scores is pick up a study guide. the OFFICIAL Study Guides are the best. Studies show students who prep using the official study guides 30 to 60 minutes a day, 4 or 5 times a week for a short duration […]

Better ACT scores can increase your scholarships.

One of the best ways to increase your scores is pick up a study guide.

the OFFICIAL Study Guides are the best.

Studies show students who prep using the official study guides 30 to 60 minutes a day, 4 or 5 times a week for a short duration of 2 to 3 months tend to dramatically increase their scores.

Official ACT Prep book http://amzn.to/2nJTpxd

In addition to the study guide also take a practice test. Free ACT Practice Test

and review the online prep videos found under the Test Prep tab. 

Good Luck and let us know how you did.

 

en.pdf24.org    Send article as PDF   
Comments Off on ACT study guide

Redesigned SAT prep book

March 28, 2017
Verify that you are studying from official materials. If you are taking the New Redesigned SAT double check that you have a current prep book and current materials. use this prep book. Official SAT Prep http://amzn.to/2mNRhFq      Send article as PDF   

Verify that you are studying from official materials.

If you are taking the New Redesigned SAT double check that you have a current prep book and current materials.

use this prep book.

Official SAT Prep http://amzn.to/2mNRhFq

 

PDF24    Send article as PDF   
Comments Off on Redesigned SAT prep book

IRS Data Retrieval Tool Down, What do I do?

March 17, 2017
Was it the Russians who hacked the IRS Data Retrieval Tool Down? What do I do? Almost nowhere is this publicized; IRS shuts down Data Retrieval Tool for financial aid. It is important to file your FAFSA as soon as possible and not wait until the last minute. If you were unable to file with the […]

Was it the Russians who hacked the IRS Data Retrieval Tool Down?

What do I do?

Almost nowhere is this publicized; IRS shuts down Data Retrieval Tool for financial aid.

It is important to file your FAFSA as soon as possible and not wait until the last minute.

If you were unable to file with the Data Retrieval Tool, the best thing to do is to reach out to each of the colleges that you have already submitted applications and ask them what they require you to do. Because of this flibbertigibbet the college(s) will work with you.

Internal Revenue Service (IRS) and U.S. Department of Education Office of Federal Student Aid (FSA) Statement‎ about the IRS Data Retrieval Tool (DRT)

Note: See also IRS Offers Help to Students, Families to Get Tax Information for Student Financial Aid Applications

March 9, 2017

The IRS Data Retrieval Tool on fafsa.gov and StudentLoans.gov is currently unavailable. We are working to resolve the issue as quickly as possible. However, at this time, the IRS anticipates the online data tool will be unavailable for several weeks.

This does not limit families’ ability to apply for aid. Applicants have other options while the data tool is unavailable. Applicants filling out the Free Application for Federal Student Aid (FAFSA) and applying for an income-driven repayment (IDR) plan can manually provide the requested financial information from copies of their tax returns. The online FAFSA and IDR application remain operational, and applicants can continue filing the FAFSA or applying for an IDR plan as they normally would.

As part of a wider, ongoing effort at the IRS to protect the security of data, the IRS decided to temporarily suspend the Data Retrieval Tool (DRT) as a precautionary step following concerns that information from the tool could potentially be misused by identity thieves. The scope of the issue is being explored, and the IRS and FSA are jointly investigating the issue. At this point, we believe the issue is relatively isolated, and no additional action is needed by taxpayers or people using these applications. The IRS and FSA are actively working on a way to further strengthen the security of information provided by the DRT. We will provide additional information when we have a specific timeframe for returning the DRT or other details to share.

Additional information for applicants:

The DRT provides tax data that automatically fills in information for part of the FAFSA as well as the IDR plan application.

The online FAFSA and IDR application remain operational. You can continue filing the FAFSA or applying for an IDR plan as you normally would.

The income information needed to complete the FAFSA and apply for an IDR plan can be found on your tax return. If you did not retain a copy of your tax return, you may be able to access the tax software you used to prepare your return or contact your tax preparer to obtain a copy.

If you are unable to get a copy of your tax return, you may visit www.irs.gov/transcript to view and download a summary of your tax return, called a tax transcript, at Get Transcript Online. You must verify your identity to use this tool. You also may use Get Transcript by Mail or call 1-800-908-9946, and a transcript will be delivered to your address of record within five to 10 days.

For more information on or for help with:
completing the FAFSA, visit StudentAid.gov/fafsa or call 1-800-4FED-AID (1-800-433-3243
applying for an IDR, visit StudentAid.gov/idr.

 

 

en.pdf24.org    Send article as PDF   
Comments Off on IRS Data Retrieval Tool Down, What do I do?

How to Order a Tax Transcript for College

February 10, 2017
All colleges are required to audit a percentage of all of the financial aid forms. This is called “Selected for Review”.  As a college student you may or you may not be selected. If you are Selected for Review and the college requires official tax data the best option is to use the IRS Data […]

All colleges are required to audit a percentage of all of the financial aid forms. This is called “Selected for Review”.  As a college student you may or you may not be selected.

If you are Selected for Review and the college requires official tax data the best option is to use the IRS Data Retrieval Tool on the FAFSA.

In some situations a student or parent may not be able to use the IRS Data Retrieval Tool (DRT). The other solution is to order a federal tax transcript. It may be necessary to order a tax transcript for the parent(s) and the student.

When a college asks for something specific, provide exactly what the college requests.

 

Requesting a Tax Return Transcript

Tax filers can request a transcript, free of charge, of their federal tax return transcript for the current academic year required from the IRS using one of the four methods below.

NOTE: Please do not request to have the tax return transcript sent directly to the college as a third party request because colleges cannot identify who the tax return transcript belongs to. Remember to write your student's name and student ID# on each page! If an individual college has specific procedures follow those guidelines.

 

Get Transcript

Get Transcript is an IRS online service that provides an electronic copy of an official IRS transcript.

To use the new Get Transcript Online tool, the user must have:

1). Access to a valid email address

2). A text-enabled mobile phone (pay-as-you-go plans cannot be used) and

3). Specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan)

Telephone Request

  • Available from the IRS by calling 1-800-908-9946
  • Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed. However, if an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.
  • Select Option 2to request an IRS Tax Return Transcript and then enter the year you are requesting.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request, within five to 10 days from the time the IRS receives the request.
  • IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.

Paper Request Form – IRS Form 4506T-EZ

IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax Return Transcript. (https://www.irs.gov/pub/irs-pdf/f4506tez.pdf)

  • Download atgov/pub/irs-pdf/f4506tez.pdf
  • Complete lines 1 – 4, following the instructions on Page 2 of the form. Note that Line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.
  • Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS.

***Please be aware that it will be difficult for The Office of Financial Aid and Scholarships to match a parent’s incoming IRS Tax Return Transcript to the aid applicant, as the two names may be different.

  • On Line 6, enter the year you are requesting to receive IRS tax information.
  • The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
  • Mail or fax the completed IRS Form4506T-EZ to the appropriate address (or FAX number) provided on Page 2 of Form 4506T-EZ. (https://www.irs.gov/pub/irs-pdf/f4506tez.pdf)
  • Tax filers can expect to receive their transcript within 5 to 10 days from the time the IRS receives and processes their signed request. NOTE: Processing form4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.

 

PDF24    Send article as PDF   
Comments Off on How to Order a Tax Transcript for College

Link Your SAT and PSAT Scores to Khan Academy for Better Scores

December 16, 2016
Link Your SAT and PSAT Scores to Khan Academy for Better Scores Now you and your student can get personalized practice recommendations based on your SAT, PSAT or PSAT™ 8/9 results. When you link your scores to Khan Academy you will get personalized questions based off your score. Then review those questions, practice, prep and […]

Link Your SAT and PSAT Scores to Khan Academy for Better Scores

Now you and your student can get personalized practice recommendations based on your SAT, PSAT or PSAT™ 8/9 results. When you link your scores to Khan Academy you will get personalized questions based off your score. Then review those questions, practice, prep and take the test again to earn the highest score you can.

 

Take these steps to link your College Board and Khan Academy® accounts.

  1. Visit SATPractice.org This takes you to Khan Academy, where you can log in or create an account.
  2. Link Your Accounts When prompted, agree to link your Khan Academy and College Board accounts.
  3. Send Your Test Results At College Board, sign in or create an account and hit “Send” to send your test results to Khan Academy.

Prep, study and earn the highest score you can. Also review the Beat The Test class videos to achieve your scores faster. Better Scores = Better Scholarships!

Good Luck and let us know how you did.

 

en.pdf24.org    Send article as PDF   
Comments Off on Link Your SAT and PSAT Scores to Khan Academy for Better Scores

How to Sign Up for the SAT and ACT tests

December 9, 2016
How to Sign Up for the SAT and ACT tests You can take the SAT/ACT as early as you want, as often as you want. Colleges will take your highest score. Many colleges actually ask you to retake it to raise your score to give you more money. Some colleges will take your best component […]

How to Sign Up for the SAT and ACT tests

You can take the SAT/ACT as early as you want, as often as you want. Colleges will take your highest score. Many colleges actually ask you to retake it to raise your score to give you more money. Some colleges will take your best component scores from different tests (Super Score).

Please give yourself about 30 minutes to register for the test. The registration form will ask a bunch of questions that can potentially help you get some scholarships. At the end of the form, it will ask for your zip code. Once you put in your zip code College Board will notify you which locations are open to take the test.

Good Luck and let us know how you did!

 

PDF24    Send article as PDF   
Comments Off on How to Sign Up for the SAT and ACT tests