Student Loan Planning

Your student loan analysis data.

Two documents from StudentAid.gov, sent to your advisor in one secure step. We use them to build your student loan analysis on your actual loan records.

⏱ About ten minutes 🔑 Have your FSA ID ready 🔒 Encrypted, straight to our secure Box
⟳ We restored the answers you started earlier. Please attach your files again.
We cannot complete an accurate analysis until we have both documents.

An analysis built on incomplete or estimated loan data can be wrong, and a wrong recommendation could be detrimental to your financial plan. You will need your FSA ID, the same username and password you use for the FAFSA and for IDR applications.

Send both documents securely.

Your files go straight to your advisor’s secure Box folder in one step. Please do not email either document. Both contain your Social Security number and account details.

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    Thank you. You are all set.

    Your documents are with your advisor. Once we finish our analysis, we will report back to you with our recommendations.

    Confidential. The information and documents you send through this form are used to prepare your student loan analysis and are handled in accordance with our Privacy Notice. Questions? Call (407) 267-8445.

    Virtus Financial Partners is an investment advisor registered with the U.S. Securities and Exchange Commission; registration does not imply a certain level of skill or training. This content is for educational purposes only and does not constitute personalized investment advice, and Virtus does not provide legal or tax advice. Virtus receives compensation for the advisory services it provides. Certain Virtus representatives are also licensed insurance agents who may offer insurance products in a separate, non-advisory capacity for commissions, which presents a conflict of interest. Past performance is not indicative of future returns. Information is current as of the date published and is subject to change. You should consult your own attorney, CPA, and financial advisor regarding your specific situation.
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