Loading...

Individual Loans & Personal Finance Counseling

Are you looking for loan entrance or exit sessions or for guidance on how to manage your money? You've come to the right place. On this page you'll find information about student loan entrance and exit counseling as well as general money management counseling sessions.

Entrance Loan Counseling

All Students who borrow from the Federal Direct Loan Program for the first time as an Undergraduate or as a Graduate/Professional student, are required to complete Direct Loan Entrance Counseling prior to the first disbursement of their loan. 

Entrance counseling is required for Direct Loan Borrowers (Subsidized, Unsubsidized or Graduate PLUS) who obtain a Direct loan for the first time as an Undergraduate or for the first time as a Graduate or Professional student.

The following are items are helpful when completing entrance counseling 

  • FSA Login
  • Financial Aid Award Letter
  • Three references including contact information (may be parents, other relatives, or friends)

Direct Loan Entrance Counseling is available at studentaid.gov

 Once completed, the information will be sent to our office within 48 business hours to update DukeHub with a completed status.

This seminar is tailored to all first time student loan borrowers.  During this session, you will learn how to limit your borrowing, live on the resources you have, manage the repayment of your loans, and learn about the qualifications to have your federal loans forgiven.

Check to see when upcoming sessions will be offered on Personal Finance @ Duke.


 

Exit Loan Counseling

Federal regulations require all federal student loan borrowers to complete an exit loan counseling session prior to graduation. A list of available group sessions can be found at Personal Finance @ Duke. During the counseling session, you will receive information about the loans you have borrowed including the repayment options available to you, your rights and responsibilities, and helpful tips for managing your loan debt.

We recommend that you attend a counseling session scheduled for your school however, you may also complete the counseling session online. Each type of loan (Direct Federal, Perkins, Nurse Faculty or other Institutional Loans) has it's own online session for you to complete. So if you have borrowed a Direct Unsub Loan, as well as a Perkins and a Duke Institutional Loan, then you will need to complete three separate online sessions or go to one group or individual session. 

After you complete a counseling session you will also need to complete a Personal Reference Form.  If you attend a group or individual session you can complete the personal reference form here: 

Personal Reference Form

If you complete a session online for a Direct Sub/Unsub or PLUS loan, the form is part of the online session.  The same is true for a Perkins loan.  If you complete an online session for an Institutional loan or a Nurse Faculty loan then you can complete your personal reference form here: 

Personal Reference Form

 


Online Counseling

Online Counseling is available for those who are studying away from Duke and are unable to attend a group session or schedule an appointment with the Office of Student Loans and Personal Finance.

 

Combined Stafford and PLUS Loan Exit Counseling

To complete online counseling:

  1. Go to https://studentaid.gov

  2. Click "Complete Counseling" from the main menu 

  3. Select "Exit Counseling" and follow the steps

Note: Once completed, the information will be sent to our office within 48 business hours to update DukeHub with a completed status.

 

Perkins Loan Exit Counseling

To complete online counseling: 

  1. Go to the www.mappingyourfuture.org

  2. Be sure to have the following:

    • Social Security number
    • Driver's license number
    • Name, address, telephone number, and employer for your parent, if applicable
    • Name, address, telephone number, and employer for your spouse, if applicable
    • Names, addresses, telephone numbers, and employers for two references residing at different addresses
  3. Follow the online steps

Note: Once completed, the information will be sent to our office within 48 business hours to update DukeHub with a completed status.

 

Nurse Faculty Loan Exit Counseling

To complete your online Exit requirement for Nurse Faculty Loans, please complete both items below: 

      Online Nurse Faculty Loan Exit

      Personal Data Form

 

 

Institutional Loan Exit Counseling

To complete your online Exit requirement for Nurse Faculty Loans, please complete both items below: 

      Online Duke Institutional Loan Counseling

      Personal Data Form

General Personal Finance/Loan Counseling

Do you have general questions about your loans, including acceptance, repayment, forgiveness, or consolidation?  Or, do you have questions about budgeting, credit scores, or managing your finances?  Meet with one of our counselors to answer questions or concerns you may have about your student loans or personal finance issues.

Make an appointment with Loans & Personal Finance