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Financial Literacy Support Request Form


TG is pleased to offer you free financial literacy support and resources to help you develop, implement, or improve your institution’s financial literacy initiatives. If you would like TG’s assistance with your financial literacy efforts, please fill out the information below, and a TG consultant will contact you directly.

We look forward to working with you.


School Information

School Name:

School Code:



Contact Information

First Name:

Last Name:

Title:

Address:

City:


Zip:

Work Phone:
(Include Area Code)

Ext.

Fax:
(Include Area Code)

E-mail Address:


How would you prefer to be contacted?
Phone
Mail
E-mail


What is your level of concern about your financial literacy program?

1   2   3   4   5   6   7
(1 = least concerned, 7 = most concerned)


Do you have a financial literacy team?

Yes   No


Does your institution have a financial literacy program?

Yes   No


If so, how long has your program been in place?


Rate your program's effectiveness.

1   2   3   4   5   6   7
(1 = least effective, 7 = most effective)


Rate your institution's effectiveness in the following areas:


Intra-campus communication
1   2   3   4   5   6   7
(1 = least effective, 7 = most effective)

Inter-campus communication
1   2   3   4   5   6   7
(1 = least effective, 7 = most effective)

Campus support
1   2   3   4   5   6   7
(1 = least effective, 7 = most effective)

Entrance/Exit Counseling
1   2   3   4   5   6   7
(1 = least effective, 7 = most effective)

Working with lenders/servicers
1   2   3   4   5   6   7
(1 = least effective, 7 = most effective)

TG reports
1   2   3   4   5   6   7
(1 = least effective, 7 = most effective)


Which of the following areas would you like to learn more about for your students?
(Check all that apply.)
Budgeting
Credit and debt
Study skills
Post-college expectations
Savings and investments


Which of the following areas would you like to learn more about for your staff and administration?
(Check all that apply.)
Financial aid counseling
Financial literacy curriculum
Default aversion
Debt and credit issues
Entrance and exit counseling
Team and alliance building


Please specify any special concerns or requests in regard to financial literacy at your institution:


  

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