Get Balance Verification Form

The Balance Verification Form is a crucial document for participants in the Assumption Program of Loans for Education (APLE) to verify their educational loan balances with their lenders. This guide will provide clear, step-by-step instructions to help you complete the form efficiently and accurately online.

Follow the steps to fill out the Balance Verification Form online.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. In Section I, provide your personal information including your name, Social Security Number (SSN), signature, and the date. Ensure that you fill in each field accurately, using either print or typed text.
3. After completing Section I, forward the form to your lending institution. They will be responsible for filling out Section II.
4. In Section II, your lender will need to complete various fields related to your loan, including the account number, loan type, and details regarding consolidation and interest rates.
5. Your lender should indicate if the loan has been sold or if it has defaulted, by selecting 'Yes' or 'No' for each relevant question.
6. Verify that the total payoff amount at the bottom of Section II is accurate and corresponds with the loans listed.
7. Finally, confirm that Section II has been signed by an official from the lending institution, including their printed name, email address, and telephone number.
8. Once both sections are completed, you can save the changes, download, print, or share the form as needed.

Complete your Balance Verification Form online today to ensure your eligibility for APLE benefits.