COUNSELOR TOOLKIT

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• *Recommended Bookmarks for EDCAP Counselors*

• • New Client Forms:
    • • Client Intake Form
      • Client Intake Form – 2022 Upgrade
      • FSA Establish/Reset Checklist for clients
      • Payment Pause Extended Flyer

• • Post-Session and Follow Up:
    • • Counselor Follow Up Notes for clients
      • Salesforce Checklist – Important information to gather during a session for data collection.

• • Consolidation Tools:
    • • Consolidation Application Demo for clients and volunteers
      • Consolidation Checklist for clients

• • PSLF and Waiver Cases:
    • • PSLF Certification and Application Form
      • PSLF Waiver Information
      • PSFL Waiver Relief Cover Letter
      • PSLF Internal Guidelines 10.27.21

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