COUNSELOR TOOLKIT *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
AMBASSADOR TOOLKIT Outreach Tracking Materials: Lead Tracker Ambassador Monthly Outreach Log Ambassador Workshop Request Form Bimonthly Brainstorm Notes / Spreadsheet Target Population Materials: General Client Flyer 2022 Payment Restart Flyer Public Servant Borrowers: PSLF: Temporary Program Relief – ACT NOW PSLF: Prepare for FedLoan’s Departure