Advisor-Assign | Strategies For College

Use this form to assign Advisors as soon as you know who the Advisor(s) will be. You may use it more than once for the same client if Advisors are not assigned simultaneously. A copy of this form can be routed to Monday.com if you like. Currently, it is sent to TF to assist with payroll. Thanks.

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Today's Date

Contract Type(Required)

Parent Name(Required)

Last Name First Name

This should be one of the parents

Student Name(Required)

Last Name First Name

Year of High School Graduation(Required)

Contract Type

Email Address for Originator/Assignor(Required)

Please enter email address for the person who should get paid for closing this deal. If fee will be split, use comments below to explain.

SFC Admissions Adviser

First Last

Who will be providing the college search and admissions services? If not yet assigned, please enter TBA.

SFC Financial Adviser

First Last

Who will be providing SFC college financial services? If client is not enrolled for financial services, please enter N/A. If Advisor is not yet assigned, enter TBA.

SFC Assessments Adviser

First Last

Who will be providing the student assessment services?

Comments

Name

This field is for validation purposes and should be left unchanged.