Education Funding Planner Worksheet
1. Students you plan to support
  Student #1 Student #2 Student #3 Student #4
First Name
Gender
Age years years years years
College Start Age
Years of College
Your Relationship
to Students
     
2. Cost of Education
  Student #1 Student #2 Student #3 Student #4
Annual Cost $ $ $ $
 
College Name
 
 
 
 
Tuition and Fees
 
 
 
 
Room and Board
 
 
 
 
Inflation Rate
3. Savings and Contributions
  Student #1 Student #2 Student #3 Student #4
Today's College
Savings Balance
Ongoing Monthly
College Savings
/mo. /mo. /mo. /mo.
Rate of Return
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Section 1: Student Inputs
Complete information for a single student at a time in this section. Enter all information for student 1, then proceed to the next student, etc.

Note: the selection Your Relationship to Students is for all students. Select Other if the students have a mixed relationship to your client.
 
 
Section 2: College Expense Inputs
Ask for an estimated annual college expense, or use the Lookup Costs button to make a selection from a list of national averages, search by state or specific school name.

Each college cost is inclusive of room and board as well as tuition and mandatory fees.

Inflation Rate is the expected annual increase in college tuition costs for each child.
 
 
Section 3: College Savings Inputs
Enter the current balance of each student's college savings. Then enter the ongoing monthly savings contribution, if any.

The rate of return (ROR) is the annual rate at which the savings will grow.
 

This calculator is for hypothetical use only and depends on the information you provide. The calculations rely on a number of simplifying assumptions, and the results may vary from your actual situation. This calculator is provided by Archimedes Systems, Inc., a leading provider of personalized analysis and decision support tools to the financial services industry. All information is believed to be accurate.
Please consider the savings objectives, risks, charges, and expenses carefully before selecting your solution. Contact your financial advisor for assistance. You should also consider, before savings, any tax or other benefits that may be available with certain financial vehicles.

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NorthStar Financial

This material is provided for general and educational purposes only and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.

The Texas Tuition Promise Fund® is established and maintained by the Texas Prepaid Higher Education Tuition Board and distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC. NorthStar Financial Services Group, LLC, the parent company of Northern Lights Distributors, LLC, is the Plan manager and administrator of the Plan.

Some states offer favorable tax treatment to their residents only if they invest in the state's own 529 plan. Purchasers who are non-residents of Texas should consider whether their home state offers its residents a 529 plan with alternative tax advantages and should consult their tax advisor.

Contracts in the Plan are not deposits or other obligations of any depository institution. Neither a contract nor any return paid with a refund is insured or guaranteed by the FDIC, the state of Texas, the Texas Prepaid Higher Education Tuition Board, any other state or federal governmental agency or NorthStar or its affiliates. The contracts have not been registered with the U.S. Securities and Exchange Commission or with any state.

Purchasers should carefully consider the risks, administrative fees, service and other charges and expenses associated with the contracts, including Plan termination and decreased transfer or refund value. The Plan Description and Master Agreement contains this and other information about the Plan and may be obtained by visiting www.texastuitionpromisefund.com or calling 1.800.445.GRAD (4723), Option #5. Purchasers should read these documents carefully before purchasing a contract.

Comments or complaints may be forwarded to the Prepaid Higher Education Tuition Program, Office of the Comptroller of Public Accounts, at P.O. Box 13407, Austin, Texas 78711-3407, or at 1.512.936.2064.

"Texas Tuition Promise Fund®" is a registered mark of the Texas Prepaid Higher Education Tuition Board. All rights reserved.
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