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College Educational Survey
If you neeed personal assistance in setting up a college fund for your child, please complete the following:

You will receive “ABC’s of Making Money for Teens”  when you open up a college fund for your child.
1. How many children do you have under the age of 17?
2. What Grade level is your child in? Preschool ___ Elementary ___ Junior High___ High School ___
3. What does your Child want to be when he/she grows up?
4. What College or University would you like them to attend?
5. Would you like to know how Financial Aid and Grants are calculated?
6. Do you have a College savings Plan for your child?
7. If Yes, is the savings held in a Bank or Mutual Funds account?
8. Is that Account earning over 8%? YES NO
9. Would you like more information about opening a college fund for your child/children?
First Name
Last Name
Address
City
State
Zip Code
Email Address
Cell Phone
Home Phone
Work Phone
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