Student Financial Wellness Survey – How to Participate2018-09-11T16:02:48+00:00

Student Financial Wellness Survey

How to Participate

Participating in this comprehensive survey is 100% free for schools. To get started, please complete and submit the short form below.

What will your institution receive?

  • Trellis implementation support, including implementation best practice guidelines
  • A personalized report of SWFS findings for your school, including student perceptions and an analysis of results by student characteristics and key institutional data points.
  • An aggregate report of findings from the SFWS to allow you to compare your school to the broader data set.
  • Consultation on the interpretation of survey findings and access to best practices related to institutional success.

Upcoming Implementation Dates

FALL 2018: administered on 9/18/2018
FALL 2019: administered on 9/16/2019

Research Contact

Kasey Klepfer,
Research Analyst and Project Coordinator
(512) 219-4627

General Information

Phone: (800) 252-9743


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