College Planner Form
Personal Information
Your Name: First/Middle: Last:
Address: 
 City State ZIP
Phone:  Fax:
Email Address: 
Do you save regularly for college? Yes   No
If so, how much?$How often (e.g. monthly)?
How much do you currently have saved for college?$
Your Children's First Names* and Birthdays
  
Name
Birthday
(mm/yy)
 Child #1:/
 Child #2:/
 Child #3:/
 Child #4:/
 Child #5:/
 Child #6:/
 Child #7:/
 Child #8:/
* Optional
Name* and Type of College or Institution, Length of Program
 
Name of College or Institution

Type of College or Institution
Length of Program
(i.e., two years for junior college)
Child #1
Child #2
Child #3
Child #4
Child #5
Child #6
Child #7
Child #8
* If known
Other Information or Comments