MORTIMER LAW FIRM, PLC

SERVICE - INTEGRITY - ADVOCACY

Alpena, MI Office: (989)358-2100
Petoskey, MI Office: (231)487-1201

STEPS FOR STUDENT LOAN OPTIMIZATION SERVICES

Student Loan Optimization Services is a total cost flat fee of $650

  • The initial consultation is free in which we will gather information and inform the potential client of how we can help. We also provide an estimate of potential savings on federal student loans.    
  • $650 is the consultation fee and entering the client in the optimal Student Loan Repayment Program.

In order to analyze the best repayment solution to your student loan obligation, we will need the following information:

1. Go to the website: StudentAid.gov/fsaid to create your FSA Username and Password or if you already have a FSA ID and password continue to Step 2. (Note: Pin Numbers are no longer used but if you have a PIN, then you can enter your PIN during the FSA ID registration process so that you won’t need to wait for the Social Security Administration to verify your information.)

2. Go to website www.NSLDS.ed.gov click on “Financial Aid Review” and sign in with your FSA ID and Password.

3. When you are logged in you should see the “Aid Summary” with all the loans listed and numbered.  Please Print that screen.

4. After you print the screen with the Type of Loans Listed in a number format.  Click the number “1” next to your first Type of Loan listed and print this screen with the loan information. After you print that screen Click the “Next” button (in the top right) and print off the following loan page for “Type of Loan 2”.  Continue printing off all loan pages 3, 4 etc. until you have printed off all single loan pages.

5.  Scan the Student Loan documents and Email them as attachments to [email protected]

-or- You can Fax the pages to (989) 358-2103 ATTN: Student Loan Department

-or- Bring the Documents in the office (or mail to) 444 W. Baldwin St. Alpena, MI  49707

6.  Email your tax return with your Adjusted Gross Income (AGI) (Form 1040) as an attachment to [email protected]

-or- You can Fax the pages to (989) 358-2103 ATTN: Student Loan Department

-or- Bring the Documents in the office (or mail to) 444 W. Baldwin St. Alpena, MI  49707

7. Fill out the Student Loan Questionnaire.  Student Loan Questionnaire

8. Once we have received your information needed above we will analyze your student loan situation. Our team will contact you and let you know how we can help you with your student loan repayment program. Our team will provide an estimate of savings for programs you are eligible for. If you decide to hire us for our consulting services and to complete the paperwork, please continue to the next step.

9.Open (or save) the Student Loan Assistance Contract By Clicking Here and Print the Contract.  Fill out the contract, sign it, scan the contract and Email it as an attachment to [email protected]

-or- You can Fax the contract to (989) 358-2103 ATTN: Student Loan Department

-or- Bring the Contract in the office (or mail to) 444 W. Baldwin St. Alpena, MI  49707

10.  After you receive the Student Loan repayment options we will assist you in choosing the optimal repayment plan.

11.  Once the Student Loan Repayment option is selected we charge $650 to complete your program. We accept payment by credit card over the phone, or check/cash in person.  Contact 989-358-2100 during normal business hours to make a payment arrangement.

 

We look forward to working with you and saving you money!

-For More information on our Student Loan Repayment Optimization Services Click Here

-or- Contact Us at 989-358-2100 for a Free Consultation or Email Us at one of the address below:

Rory Mortimer

roy-mortimer

[email protected]

 

 

 

 

 


Sean Ferris

Sean Ferris

[email protected]

 

 

 

 

 


Ryan Mortimer

[email protected]Ran