Get Transcript Request Form - College For Financial Planning

Obtaining official transcripts is a critical step for your academic journey, especially for the College for Financial Planning’s Graduate Studies Program. This guide provides a clear, user-friendly approach to completing the Transcript Request Form online.

Follow the steps to successfully complete the Transcript Request Form.

1. Click ‘Get Form’ button to access the Transcript Request Form. This will allow you to open and fill out the document in the appropriate format.
2. In the section titled 'Education Information,' provide the name of the institution you attended. Include the address details such as street address, city, state, and zip code.
3. Specify the degrees you have received. Mark whether they are undergraduate or graduate degrees, and fill in the date received along with the dates attended for each degree.
4. Enter either the last four digits of your Social Security Number or your student ID number assigned by the institution.
5. In the 'Student Information' section, fill out your personal details. Indicate your preferred title (Mr./Ms.), along with your last name, first name, middle initial, and any suffix as necessary.
6. If applicable, include your maiden name or any other name that might appear on transcripts from other institutions for accurate retrieval.
7. Provide your current address, including city, state, and zip code. Additionally, include a daytime phone number and email address for communication.
8. The form must be signed in ink to be processed. Sign the document and enter the date of signing.
9. In the 'To Receiving Registrar' section, confirm the address where you want the official transcript mailed. Make sure it directs to the College for Financial Planning, Inc., specifically to the Graduate Studies Program.
10. Once all fields are accurately filled, you can save your changes. You may then choose to download, print, or share the completed form as needed.

Complete your Transcript Request Form online today to ensure you receive your necessary documentation swiftly.