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Preparation Checklist

Ombudsman Information Checklist

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Item

Your notes

Your name

 

Social Security Number (SSN)

 

Date of birth

 

What school did you attend?

 

Who is your servicer, holder, guarantor, holder of promissory notes, collection agency? (If you have questions about this, see our Learn about Your Loan page.)

 

 

What type of loan is in dispute?

 

What has been done so far?

 

Whom else have you talked to, and when?

 

What were you told?

 

Why is this a problem?

 

What types of agency contact have been made?

 

Do you have any relevant evidence? Such as the following:

  • Promissory Notes
  • Bills
  • Cancelled Checks
  • Correspondence

 

Can you show immediacy of need?
(Make sure to have any relevant documentation available)

 

Last updated/reviewed August 3, 2007
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