New Client Information

Please use download the forms on this page and use them as you work with us.

College Search Criteria:  Prioritized

INSTRUCTIONS: All “stakeholders” should complete this form! Open the page. Complete the form. Print a copy for your records. Click submit on the bottom of the page. You will receive a confirmation message if the form went through properly.

College Search Priorities Summary Sheet

INSTRUCTIONS: Open the page. Complete the form. Print a copy for your records. Click submit on the bottom of the page. You will receive a confirmation message if the form went through properly.

Financial Data Form (For Manual Submissions)

The easy to use pdf form should be downloaded to your computer first.  Then, complete the form and save it.  Submit to your SFC Adviser via the secure file transfer in Client Area.  Thanks.

Payment Authorization Form