College Success Plan

Your College Success Plan (CSP) will help you map out the steps to start or continue college and seek the appropriate resources you need to be successful. Please complete the Education Plan so that we may further assist you with your educational goals.

By signing below, I certify that I have met at least one of the eligibility requirements for the program and I certify that the information provided on this application is true and correct to the best of my knowledge.

FERPA and Release of Information Form

Legal Name: {main_name}
SSN: {ssn}

I hereby grant permission for the Educational Opportunity Center to transmit and/or request any information about me for the purpose of verifying income information, making educational decisions, and for facilitating the successful completion of my educational plans. I further authorize the colleges/schools I attend to release this information to MTC EOC for federal outcomes tracking and reporting purposes. Such records may include but not limited to: test scores, class schedules, transcripts, college admission information, financial aid, and enrollment and graduation verification. This information may be obtained from high schools, colleges, universities, and other agencies.

TeleFinancialAid Consent Form

“Telefinancialaid Assistance” is defined as a method to deliver EOC financial aid (FAFSA) assistance and other services using live chat, telephone sessions or video conferencing to facilitate EOC services while the student and the EOC Staff are at two different locations.

I understand that I have the following rights and must meet the following requirements with respect to Telefinancialaid Assistance:

1. I have the right to withhold or withdraw consent at any time. If consent is withheld or withdrawn I can request referral to my colleges/university financial aid office.
2. The laws that protect the confidentiality of my personal information also apply to EOC telefinancialaid assistance. As such, I understand that the information disclosed by me during my sessions is confidential and will not be shared with a third party unless authorized to do so.
3. I understand the following and limitations of telefinancialaid assistance:
   • Telefinancialaid assistance may have disruptions or delays in the service and quality of the technology used.
   • In rare cases, security protocols could fail, and your confidential information could be accessed by unauthorized persons.
4. When receiving telefinancialaid assistance it is also required that I:
   • Dress as you would if attending a face to face session.
   • Engage in sessions only from a private location where you will not be interrupted.
   • Do not record any sessions.

I understand that if an EOC Staff Member believes I would be better served by another form of assistance (ex. face-to-face services ) I will asked to schedule an appointment or be referred to my colleges/university financial aid office.

By electronically signing this document, I acknowledge that I have read and understood the information provided above and that I consent to the provisions described.