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Perkins
On Line Exit
The
Federal Perkins loan on line counseling session represents only
one part of the Perkins loan exit interview process. Until
both the on line exit interview session has been completed, and
the required forms have been submitted, a HOLD
is placed on the (student) borrower's records.
Please follow the
Perkins loan on line exit interview/form submission instructions
below to complete the process successfully.
You are required to complete items 1 through
4:
1.
Email your Exit Interview Counselor to request your Perkins loan
Disclosure Statement(s). Your request must include your full
name, student ID#, and your current mailing address/phone number.
Because the Disclosure Statement (also called Truth In Lending Statement)
is specific to each borrower's loan account it must be requested
individually. You will receive your Disclosure Statement via email
attachment, or by mail. Note: because your Disclosure Statement
outlines the when, where and how of making your payments, please
keep a copy for your files.
2.
Download
and complete your exit interview packet. Note: please read and
follow all provided instructions as incomplete packets will not
be accepted.
3. Complete
the on line exit interview exam (change EXAM TYPE to Perkins
when prompted) - download your Proof of Completion for your
records.
NOTE:
if you have difficulty accessing the EDFUND web site, please
call them directly at 888.294.0154.
4. Complete, review and submit the following forms
together:
- Disclosure
Statement(s)
-
Exit Interview Packet:
- Statement of Rights & Responsibilities
- Student Loan Worksheet
Return
by mail:
Cal Poly, SLO
Student Accounts, Attn: Perkins
San Luis Obispo, CA 93407
Or Fax:
(805) 756-2774
IMPORTANT:
If your packet is incomplete
(forms or information missing) it will be rejected and returned
to you by mail (faxed documents do not receive special treatment.
We will not call you for corrected information. We do not return
forms by fax). The records hold will remain on your account until
the loan is paid in full or the exit interview is completed as requested.
Your Disclosure Statement, Statement of Rights & Responsibilities,
and the Student Loan Worksheet must be submitted together.
If you are a Stafford loan borrower please click here
to complete your federally required Stafford loan exit interview
via the web.
If
you borrowed a campus-based (institutional) student loan please
click here to complete your exit interview
requirement.
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