Project Success Resources List2018-10-05T12:31:11+00:00

Project Success Resources

Default Management Service

Default Management Brochure 
Overview of services
An image of the Default Management brochure.

Emergency Grant Program

2018-2019 Emergency Grant Program
A complete guide for new institutions
Student Application
Optional application for students
Emergency Grant Report Template
Optional report template for institutions
An image of the Emergency Grant template.
Dash Emergency Grant Webinar (Handout)
Informational handout from Great Lakes
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FAFSA Resources

FAFSA Resources Handout
A menu of Trellis services and information to support FAFSA completion
An image of the FAFSA Resources flyer.

For Institutions

Project Success FAFSA Support
Suggestions to implement FAFSA completion support
An image of the FAFSA Support document.
FAFSA Timeline 2018-2019
A timeline for schools to support FAFSA completion
An image of the FAFSA timeline.
FAFSA Brochure
An overview of Trellis Company’s FAFSA resources
An image of the cover of the FAFSA Brochure which depicts a female student in a library.
FAFSA Flyer
FAFSA benefits and basic information to post around campus
An image of the FAFSA Flyer.
FAFSA Statement Stuffers
Information to be mailed or distributed at events
An image of the FAFSA Statement Stuffers.
FAFSA Statement Stuffers, Spanish
Information to be mailed or distributed at events
An image of the spanish version of the FAFSA Statement Stuffers.

For Students

Your Guide to the Financial Aid Process
Bilingual publication in English and Spanish
An image of the
Financial Aid and Completing the FAFSA Handout
Overview of basic details and resources
An image of the Financial Aid and Completing the FAFSA flyer.
Tips for Completing the FAFSA, Part 1
Helpful hints from a financial coach
An image of Tips for Completing the FAFSA, Part 1 on the AIE website.
Tips for Completing the FAFSA, Part 2
Helpful hints from a financial coach
An image of Tips for Completing the FAFSA, Part 2 on the AIE website.
Completing the 2018-2019 FAFSA
Video featuring step-by-step instructions
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Completing the 2018-2019 FAFSA, Spanish
Video featuring step-by-step instructions in Spanish
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Financial Coaching

How to Get Free Financial Coaching
Help students and administrators understand the benefits of coaching, encourage students to schedule sessions, and lessen their intimidation during the sessions.
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Financial Coaching Campaign Form An image of the Financial Coaching brochure.
Financial Coaching Brochure
Guide to understanding and using financial coaching
An image of the Financial Coaching brochure.
Financial Coaching Webinar (Handout)
Slides from financial coaching webinar
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Frequently Asked Questions
Learn more about financial coaching
An image of the Frequently Asked Questions document.
Student Testimonials
Read what students say about financial coaching
An image of the Student Testimonials document.
Financial Coaching from AIE.org
Explanation of financial coaching and a link to schedule an appointment
Financial Coaching Flyers
Promote financial coaching on campus and at events
An image of the Financial Coaching flyers.
Financial Coaching Statement Stuffer
Financial coaching promotion for mailing or handing out in-person
Orientation Flyer Template
Customizable flyer to promote financial coaching during orientation
Image of At Orientation document.
Graduating Senior Flyer Template
Promote financial coaching to graduating students
Image of At Graduation document.
Student Referral Form (optional)
Refer a student to financial coaching
An image of the Financial Coaching referral form.
Extra Credit Flyer Template (optional)
Give extra credit for participating in financial coaching
An image of the Extra Credit flyer template.
Coaching Corner at AIE.org
Tips from Trellis financial coaches

Student Financial Education

Communicating Clearly with Students Webinar
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iGrad Implementation
Suggested courses for new students, current students, and graduating students
Image of Suggestions for iGrad Courses flyer.
iGrad Flyer
Promote iGrad to your students
An image of the iGrad flyer.
Trellis Student Financial Education Program
The program centers on a robust curriculum of modules to shape students’ current and future financial behavior
Addressing the Financial Education Needs of Women in College
Use iGrad to help address the needs of this student population
Addressing the Financial Education Needs of Student Athletes
Use iGrad to help address the needs of this student population

Texting

Text for Success: Do’s and Don’ts of Student Text Campaigns (Handout) An image of the opening screen for the webinar entitled
Stop Out Plan
Proposed plan to use texting and virtual financial coaching to target former students
Image of Stop Out Plan document.
Verification Support Plan
Proposed plan to use texting and virtual financial coaching to enhance campus efforts to reach students selected for verification
Image of Verification Support Plan document.
Sample Fall Support Campaign
Show schools a sample of how a fall text campaign could look
An image of a screenshot of the Sample Fall Support Campaign document.
Fall Retention Campaign
Inform schools about available text campaigns that can support students during the fall semester, increase retention, and improve academic performance
An image of a screenshot of the Fall Retention Campaign document.
Blank Campaign
Help schools plan out their upcoming text campaigns in a structured format
An image of a screenshot of the Blank Campaign document.
Summer Melt Campaign
Inform schools about available text campaigns that can reduce summer melt
An image of a screenshot of the Summer Melt Campaign document.

Additional Resources

Bulletin Board in a Box
Financial education material ready to print and use on a bulletin board
An image of the
Loan Repayment
Guide to repaying federal student loans
An image of the Loan Repayment brochure.
Public Service Loan Forgiveness
Program overview
An image of the Public Service Loan Forgiveness brochure.

General Information

Phone: (800) 252-9743

Collections

Phone: (800) 222-6297

Fax: (512) 219-4739

Hours: Monday – Thursday, 8 a.m. to 7 p.m. Central Time, Friday, 8 a.m. to 5 p.m. Central Time, Saturday, 8:30 a.m. to 12:30 p.m. Central Time

Make a Payment

Make payments online through the myTrellisSM portal, or mail checks to:

Trellis Collections
P.O. Box 659602
San Antonio, TX 78265-9602